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Efficient Self-Service Business Intelligence at Tarleton

Learn about Tarleton State University's self-service reporting solution powered by WebFOCUS, improving efficiency and productivity in business intelligence processes.

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Efficient Self-Service Business Intelligence at Tarleton

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  1. TAIR Galveston 2008 Business Intelligence at Tarleton: The Efficiency of Self-Service Ms. Lauren Morton, Tarleton State University Ms. Bonnie Hurford, Tarleton State University Tim Beckett, Information Builders Tuesday, February 9th, 4:20 p.m. Concurrent Sessions B

  2. Institutional Research Financial Reporting Enrollment Reporting Performance Management Executive Dashboards Alumni/Advancement/Campaign tracking Comprehensive Analysis Across ERP Modules WebFOCUS – Because Everyone Makes Decisions

  3. Business Intelligence at Tarleton: The Efficiency of Self-Service • Tarleton’s process & reporting solution after the conversion from SIS Plus to Banner • Tour of TEXAN FACTS: Tarleton’s online reporting dashboard and user interface, powered by WebFOCUS • WebFOCUS Demo: Creating a Report • Questions & Answers

  4. The Issues Faced • Spent more time formatting a report then writing the code & pulling the data (daily enrollment, fact book, etc.) • Primarily focused on answering similar ad hoc requests • List of reports requested by users after the implementation of SCT Banner • Lots & lots of paper batch reports

  5. THEN: Process for Daily Enrollment Run SQL Code for Current Count Look up Historical Counts • Convert to PDF • E-mail • Print • Post & Upload to Website Enter data into spreadsheet, update headers and footers.

  6. User Reports - 2005

  7. Business Intelligence Objective • Aid in the development, distribution, scheduling, and maintenance of University reports and interactive requests • Potential for future predictive modeling • Assist with data sharing (portal) and data cleansing • Promote efficiency and productivity

  8. WebFOCUS Solution • 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 IBI website, February 2008

  9. Courses Semester Credit Hours Admissions IPEDS Faculty Enrollment THECB Business Services Recruiting Fact Book Exceptions Retention SACS Financial Aid Advising Research

  10. IPEDS Courses Semester Credit Hours Admissions Recruiting Faculty THECB Enrollment Business Services Retention Fact Book Exceptions SACS Advising Financial Aid Research

  11. TEXAN FACTS

  12. Since TEXAN FACTS • Essentially eliminated basic ad hoc requests • Used to complete surveys, IPEDS, etc. • Provides online Fact Book • Dashboards for both internal and external users • Literally thousands of reports at the click of a button • Allowed us to focus our time on creating new & more advanced reports and applications

  13. Fact Book Data in multiple formats Preliminary Enrollment Comparisons Timely Retention, Online & Off-Campus Data Student address, major & email lists Class Schedules & Rosters Application Counts New Student Advising English & Math Placement Suspension Lists Small Classes Student-Athletes Faculty Load Honor/Greek Prospective Lists Exception Reports Since TEXAN FACTS

  14. NOW: Process for Daily Enrollment Once a semester load key date data into a table SQL runs nightly populate data warehouse The User accesses TEXAN FACTS to view report

  15. A Tour of TEXAN FACTS

  16. WebFOCUS Demo Creating a Report

  17. Questions?

  18. Presenter Information • Tarleton State University • Office of Planning, Evaluation & Institutional Research • Box-T 0505Stephenville, TX 76402 • http://www.tarleton.edu/~opeir

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