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Argos Reporting Tool for Banner. IT Forum 3-17-2011 Connie Wisdo Jeff O’Malley IT Development & Applications. What is Argos?. Argos is a Web enabled reporting tool designed from feedback of institutions utilizing SunGard’s Banner ERP system Can be used for:

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Argos reporting tool for banner

Argos Reporting Tool for Banner

IT Forum

3-17-2011

Connie Wisdo

Jeff O’Malley

IT Development & Applications


What is argos

What is Argos?

  • Argos is a Web enabled reporting tool designed from feedback of institutions utilizing SunGard’s Banner ERP system

  • Can be used for:

    • Quick views of Banner/Oracle data , based on ad hoc queries

    • More sophisticated/complex downloads of Banner data into spreadsheets, where it can be further analyzed , formatted, etc.

    • “Banded” reports – i.e. PDF documents containing formatted Banner output

    • Advanced dashboards and data (OLAP) cubes


What is argos1

What is Argos?

  • Argos was designed to allow all types of users to access the information they need in the formats they want

  • Argos has built-in functionality for scheduling and delivery which automates report distribution

  • Argos fits the University’s new Information Management model

    • Provides accessibility to data in a secure manner

    • Supports the need for Business Intelligence by our administrative and academic decision makers


Features of argos we like

Features of Argos We Like

  • Argos is Web-based, for campus-wide accessibility

  • Flexible and intuitive enough to be used and administered by the University’s Data and Technology Coordinators

  • Will significantly decrease the time it currently takes to obtain new or modified departmental reports, custom correspondence, etc. from ITDA

  • Integrated with the University’s my.scranton portal

  • Argos expands the available methods of report or letter generation beyond standard printing, to include PDF documents, email messages, Excel downloads, and Web postings

  • Argos is database-agnostic, meaning it can be used with Oracle, MS Access, SQL Server, etc.


Goals for our argos reporting initiative

Goals for our Argos Reporting Initiative

  • Deployment of reporting tools that allow more efficient work environments

  • Enhance access to data and provide tools and procedures for consistent reporting and analysis across operational areas

  • Implement a reporting tool that does the following:

    • Allows for staff across operational areas to access reports that will provide consistent numbers without being an expert in each area

    • Provides the kind of additional detail that an analyst in the operational area would need

    • Allows for some analysis beyond just generating counts of numbers or lists of names (e.g. executive dashboard)

    • Helps the University Community use the reports securely - maintains the integrity of the data while allowing access to those who need it

    • Can be used by IT and customers, alike


Argos steering committee

Argos Steering Committee

Members: Valerie Taylor, Connie Wisdo, Helen Stager, Robyn Dickinson, Bill Buckley, Mary Kay Aston, Andrea Mulrine, Maureen Castaldi, Denise Gurz

Initial Tasks

  • Refinement of project’s goals

  • Assistance with obtaining University commitment to the goals

  • Engagement with Evisions’ Professional Services for readiness analysis

  • Assistance with implementation plan

  • Work towards remedying any identified deficiencies for successful project implementation

  • Interface with Information Management Advisory Committee


Argos implementation timeline tasks accomplished in 2009

Argos Implementation TimelineTasks Accomplished in 2009

  • Risk Assessment, Implementation Timeline, High Level (Report) Conversion Plan, and Resource Plan

  • Hands-on Argos training for over 20 people

  • Identification of first round Pilot departments (per Steering Committee) – Admissions, Advancement, Finance, Registrar

  • Test and Production MAPS servers for Argos initially configured

  • Implementation of Intellecheck for A/P and Payroll checks

  • Communication Plan


Argos reporting tool for banner

Argos Implementation TimelineTasks Accomplished in 2010

  • Report Security Methodology, User Account Control Methodology and Departmental Folder Structure set up in Test and Production*

  • Programming standards for Data Blocks developed

  • Detailed Conversion Plans for Reports developed (Banner Reports Menu)

    • This took an intensive analysis effort on the part of ITDA business analysts, and departmental data stewards, e.g. Student Banner Reports menu has 18 sub-menus, containing between 5 and 30 reports!*

  • First round Pilot departments went live

    • Process, documentation, and training plan developed


  • Argos reporting tool for banner

    Argos Implementation TimelineTasks Accomplished in 2010

    • Evisions Professional Services helped pilot users and ITDA to create data blocks and reports in Test

    • Second round of pilot departments went live– Provost, Human Resources, Financial Aid

    • Argos Information channel on my.scranton.edu was developed

      • Contains UofS-specific Argos information, including request process and testing/validation process for Argos reports


    Argos information channel

    Argos Information Channel


    Argos implementation 2011

    Argos Implementation 2011

    • Fluent Argos use by ITDA developers and business application analysts*

    • Expand the use of Argos to additional departments/users, as needed

    • Complete the conversion of items in Detailed Conversion Plans, focusing on Banner Reports Menu first

    • Convert ITDA’s report development processes to primarily utilize Argos (i.e. no more C programs, if we can help it!)

    • Facilitate the use of Argos by BIQuery users

    • Launch Web page with more Argos resources and information


    How can you learn more

    How Can You Learn More?

    • Evisions Web site (www.evisions.com) contains comprehensive information about Argos

    • Weekly, free, web-based training is offered by Evisions (www.evisions.com/calendar)

    • Data and Technology Coordinator meetings will feature “show & tell”

    • my.scranton.edu Employee Applications tab will contain University-specific Argos information

    • Jeff O’Malley offers tutorial sessions as needed, to help new users


    Evisions free online live training

    Evisions Free Online Live Training


    Argos demo

    Argos Demo


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