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

1. 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

2. Principles of Change • Rule #1 • The only thing constant is CHANGE • Rule #2 • Most Users dislike Change of any kind • Rule #3 • See Rule #1 Tarleton State University

3. 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

4. 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

5. 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

6. 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

7. ‘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

8. 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

9. 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

10. 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

11. 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

12. Banner Reports - 2004 Tarleton State University

13. Banner 7 Reports - 2004 Tarleton State University

14. 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

15. 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

16. 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

17. 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

18. Texan Facts Link on Tarleton State University, Office of Planning, Evaluation, and Institutional Research website www.Tarleton.edu/~OPEIR Tarleton State University

19. Tarleton OPEIR Website Tarleton State University

20. Texan Facts Welcome Page Tarleton State University

21. THECB/Banner Combo Tarleton State University