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Putting Reporting in its Place

Putting Reporting in its Place. David Anthony, Business Analyst Peter Izzard, Business Analyst IT Services University of Leicester. Introduction Group Exercise 1 Discussion Group Exercise 2 Q & A Conclusions. Instructions.

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Putting Reporting in its Place

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  1. Putting Reporting in its Place David Anthony, Business Analyst Peter Izzard, Business Analyst IT Services University of Leicester

  2. Introduction • Group Exercise 1 • Discussion • Group Exercise 2 • Q & A • Conclusions

  3. Instructions • In your groups, attempt to show how you get data from your key systems, such as student records or accommodation • Using the arrows, try to show how the data flows either into your reporting system, or between systems

  4. Reporting ‘Architecture’ Sap Query Oracle Discoverer Excel Finance Accom. Bookings CRM Enquiries Excel Alumni Student Records Admissions Internal Reports Business Objects

  5. Reporting Cataclysm? Geography Dept. Sap Query Sap Query Sap Query Sap Query Sap Query Sap Query Excel Excel Excel Excel Excel Excel Maths Dept. English Dept. History Dept. Management School Central Admin Finance Finance Finance Finance Finance Finance CRM Enquiries CRM Enquiries CRM Enquiries CRM Enquiries CRM Enquiries CRM Enquiries Excel Excel Excel Excel Excel Excel Alumni Alumni Alumni Alumni Alumni Alumni Student Records Student Records Student Records Student Records Student Records Student Records Admissions Admissions Admissions Admissions Admissions Admissions Internal Reports Internal Reports Internal Reports Internal Reports Internal Reports Internal Reports Business Objects Business Objects Business Objects Business Objects Business Objects Business Objects

  6. Problems • Data duplication • Reduced accuracy • Duplication of effort • No clear way to link differing data • No accepted ‘truth’ • No way to track changes in data over time

  7. Instructions • In the same groups, attempt to show how you may improve the way you use reporting systems to ensure that the data you use is consistent and timely • Using the blank shapes, think about new parts of the reporting architecture that may improve the situation • Think about how you can improve accuracy, establish the link between different data and track data changes over time

  8. Reporting Architecture CRM Enquiries Accom. Bookings Finance ReportingSystem Reporting Portal Alumni Data Warehouse Student Records Admissions

  9. Advantages • Encourages confidence in the data and acceptance of terminology • Establishes link from operational data all the way to strategic reports • Reduces effort needed to find information • More simple approach to ensuring that the right people can see the right data • Eventually established the reporting system as a key collaboration tool

  10. Conclusions • Adoption of varying operational systems can lead to uncontrolled and organic growth in reporting systems • Eventually, this is counter-productive and leads to lack of data accuracy, lack of trust in the data and significant lost time • By adopting and enforcing a single reporting architecture, you can safeguard your data and extract greatest value from it

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