Banner reporting where o where have my reports gone
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Banner Reporting “Where O Where Have My Reports Gone?”. Presented by Ms. Alma Lynn Bane and Ms. Lauren Morton Tarleton State University February 28, 2007. Rule # 1. The only thing constant is CHANGE. Rule # 2. Users want every thing Better, Faster, And Quicker But without Change.

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Banner Reporting “Where O Where Have My Reports Gone?”

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Banner reporting where o where have my reports gone

Banner Reporting“Where O Where Have My Reports Gone?”

Presented by

Ms. Alma Lynn Bane and

Ms. Lauren Morton

Tarleton State University

February 28, 2007

Rule 1

Rule # 1

The only thing constant is CHANGE

Tarleton State University

Rule 2

Rule # 2

Users want everything



And Quicker

But without Change

Tarleton State University

Rule 3

Rule # 3

See Rule # 1

Tarleton State University

Heart of systems development process

Heart of Systems Development Process

  • Traditional ‘Waterfall’ Systems Development Life Cycle (SDLC)

    • Planning

    • Analysis

    • Design

    • Implementation

    • Maintenance

  • Missing Link

    • Evaluation of New System

      From “Modern Systems Analysis and Design”

      by Hoffer, George, Valacich, 4th edition

Tarleton State University

Banner implementation

Banner Implementation

  • Feasibility Study – most likely

  • Planning – guided by SCT

  • Analysis/Design –

    • Existing system analyzed

    • Future system designed

  • Implementation –

    • Phase I – conversion

    • Phase II – make it work

    • Phase III – testing and training

  • Maintenance – where are my reports???

Tarleton State University

In a perfect world

In A Perfect World

  • All existing Reports will be converted prior to implementation of Banner

  • All users will be trained on the Banner system

  • All users will have reviewed their ‘new’ Banner reports and approved of them

  • Everyone is happy with a smile on their face

Tarleton State University

In the real world

In the REAL World

  • Most of the reports are unknown and are not converted

  • Majority of new Banner users did not have time to attend the training sessions

  • Many of the users will not realize that ‘THEIR’ reports were affected

  • Happy and Smile are five letter words only…

Tarleton State University

Missing link situation

‘Missing Link’ Situation

  • Evaluation of New System

    • Meet with the Primary Users in their areas

    • Discuss the Positives as well as the Negatives

    • Determine their immediate needs

    • Help them to think ‘Outside of the Box’

    • Assess their Training Needs

    • Establish ‘Priority’ within their ‘needs’

    • Provide Feedback on progress to meeting their needs

Tarleton State University

Solution to the missing link

Solution to the Missing Link

  • Determine viable options for Report Replacement tools

    • Research using the Internet

    • Contact other TAIR members

    • Contact peers at other Institutions

    • Attend Workshops and Seminars

    • Visit vendor booths at conferences

    • Contact your SCT representative

Tarleton State University

Perfect meets real

Perfect Meets Real

  • Planning and Preparation

    • are prime components to successful implementation of any new system, including Banner

  • Selecting Business Intelligence tools

    • assist in the transition to a new system

    • is time and money well spent

  • Including all areas in the transition phase

    • instills confidence and ownership of the final product

Tarleton State University

Understand the purposes of reports

Understand thePurposes of Reports

  • Historical Reports

    • Such as Fact Books serve archival roles

  • Support Planning and Decision Making

    • Provide information to decision makers

  • Public Relations

    • FAQS or Stats for public information

  • Information Dissemination

    • Public distribution of achievements or milestones

  • Compliance with External Requirements

    • SACS, State Agencies, Legislative Budget Board

Tarleton State University

No report left behind

No Report Left Behind

  • Analyze ‘existing’ reports

    • Identify ‘Producer’ of the reports

    • Determine ‘Users’ of the reports

    • Document ‘Criteria/Specs’ for the reports

    • Establish ‘Scheduling Timelines’ for the reports

    • Create ‘Priority Rating’ for the reports

Tarleton State University

Banner reports 2004

Banner Reports - 2004

Tarleton State University

Banner 7 reports 2004

Banner 7 Reports - 2004

Tarleton State University

The reporting process

The Reporting Process

  • Effective reporting typically involves major steps, usually sequential but sometimes requiring circling back to prior steps to

    • Refine

    • Redirect

    • Clarify

    • Revise

      to accommodate emerging demands or changing circumstances

      From “Effective Reporting” by Trudy H. Bers with Jeffrey A. Seybert, 1999

Tarleton State University

Tarleton s process

Tarleton’s Process

  • Researched ‘Business Intelligence’

    • Utilized Internet Search engines

    • Reviewed many White Papers

  • Contacted other Institutions

    • Discussed their approach for Report Replacement

    • Determined the tools they were using

  • Visited Baylor University

    • for a demo of their Reporting Application

  • Narrowed our decision to two vendors –

    • SAS

    • WebFocus/SPSS

Tarleton State University

Tarleton s solution

Tarleton’s Solution

  • Due to extensive use and existing code in SPSS, WebFocus product selected

  • Contracted with IBI for:

    • WebFocus Dashboard product

    • Training

    • Consulting

  • WebFocus installed during Summer 2006

  • Training began in August 2006

Tarleton State University

Webfocus reporting points

WebFocus Reporting Points

  • Access and analyze

    • enterprise data through self-service, Web-based ad hoc and parameter-driven reporting

  • View, customize, and create

    • our own dynamic reports with easy-to-use tools to graphically represent the information

  • Solve business problems in real time

    • using easy yet powerful analytical techniques

  • Visually represent information

    • at an easy-to-use dashboard

  • Share information with others

    • in common desktop tools such as Excel, Adobe, and any Web browser

      From WebFocus website, February 2007

Tarleton State University

Texan facts

Texan Facts

Link on Tarleton State University,

Office of Planning, Evaluation, and Institutional Research website

Tarleton State University

Tarleton opeir website

Tarleton OPEIR Website

Tarleton State University

Texan facts welcome page

Texan Facts Welcome Page

Tarleton State University

Thecb banner combo

THECB/Banner Combo

Tarleton State University

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