Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting...

Case Studies

Matt Chick

Manager, Global Higher Education Sales

Evisions

About Us…

• Expertise in higher education, not just software

• Helping colleges & universities work better with powerful, easy-to-use software

• Backed by the industry’s most passionate, friendly, and knowledgeable support and service teams

• Ellucian Strategic Partner

Argos

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Get timely, accurate information and data through reporting made simple

Why Argos?

Boosts insights and improves visibility throughout your

institution

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Empowers you to

make timely

decisions,

making your job

easier

Puts reporting

in the hands of

users

Frees up your

IT department

Easy User Access

Seamless Web Integration

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Accessible on

Multiple Devices

Report Automation

& Distribution

Reporting ChallengesCommon reporting challenges faced by higher education institutions

Reporting Challenges

IT

Ad hoc reporting requests are tying up high-level IT resources.

Multiple Sources

Difficulty pulling data from multiple sources and creating one consolidated report.

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Reporting Challenges

Existing Toolset

Struggling to get value out of your existing Reporting/Business Intelligence toolset.

The Data

Data Consumers are not getting the data in a way that makes it easy to view, understand, and use.

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What can Argos do?

What can Argos do?

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Strategic‘Data Analytics’

Argos can simplify

reportingOperational

‘Day to Day’

Reporting Possibilities with Argos

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Banded ReportDashboard

Reporting Possibilities with Argos

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Extract ReportsLetter Generation

Reporting Possibilities with Argos

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OLAP CubeInteractive Charts

Other uses of Argos

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Data

validation

Rapid

Application

Development

Tool

Communication

tool

Data

clean-up

Automating

processes

Value Propositions

More than software – your reporting partner

Value Propositions

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True enterprise

license

CO-OP User

Community

Professional

Services

Higher

education

expertise

CO-OP User Community

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• Brings together higher education professionals with similar responsibilities & experiences

• Free and unlimited report sharing community

• Over 850 available reports built by Evisions and other institutions

• Can help speed up implementation and lower your total cost of ownership

True Enterprise License

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3rd party

systems

EDW ODS

Excel

Access

SQL

Server

ERP

Databases & Instances

Unlimited

Users & Types

Student

Finance

Financial Aid

Human

Resources

Institutional

Research

Advancement

Student Body

Community

No

mid

dle

la

ye

r re

qu

ire

d

Tailored to suit your needs

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Development

Customized

Solutions

Consulting

Deploy,

Configure

& Integrate

Training

Rapid

Adoption

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Limited

Resources

Lots of

Resources

Expertise

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Accessing Organizing Displaying Disseminating

Information

Higher Education Professionals

Needs

Challenges

Goals

Key differentiators

• Easy to implement and use

• Flexible

• Full SQL Tool (Insert, Update, Delete)

• HelpDesk staff unequaled in providing excellent support to clients

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The Power of Argos

The Power of Argos

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DataBlock DesignerPower user

Report Writers

Create and modify reports

with DataBlock access

CO-OP

User community

Export Data

.csv, .pdf, .html, .rtf, .xls,

XML, fixed width,

delimited and HTML

Report Viewers

View reports, OLAP data

cubes, and dashboards

DataBlock

The Power of Argos

Data Dictionary

Provides consistency in:

• Definitions

• Terminology

• Table Joins

• Table Conditions

Library of Objects

Simplifies DataBlock and Report Creation:

• Templates allow you to create a standard look and feel for your DataBlocks

• Store objects for future use (e.g. listboxes, labels, pictures)

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Argos Demonstration

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Case Study

Lansing Community College

Need for a Financial Aid Dashboard

Need

Comprehensive administrative view of the Financial Aid Office

Must include:

• FAFSA Info

• Disbursement/Funds Mgt

• Verification Tracking

Solution

Dashboard offering summary data and reports

• Eliminates guesswork!

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Financial Aid Dashboard

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Financial Aid Dashboard

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Financial Aid Dashboard

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Banded Report:Financial Aid Year in Review

Financial Aid Dashboard

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Banded Report:Financial Aid History

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Case Study

Swarthmore College

Advancement - Swarthmore

Need

Create and distribute detailed constituent information to gift officers and Advancement personnel

Solution

An Argos DataBlock that generates a “Comprehensive Constituent Profile”

• Single or Multiple records

• Print options for efficiency

• Real-time delivery for more effective use in the field

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Advancement – Donor Profile

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Advancement – New Parent Info

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Advancement – Staff Assignments

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Advancement – Proposals & Projects

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Advancement - Constituents

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by Activity/Special Purpose/Variable Purpose Codes

Advancement - Constituents

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by Career Info

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Case Study

Charles Sturt University

Financial Reporting – Charles Sturt U.

Need

Ad-hoc reporting

Automatic scheduling and delivery

Specific data for fiscal year or period

Ensure information is up to date

Solution

OLAP Cube-based summary statements

Graphical representation of data

Direct connection to transactional database

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Financial Reporting – Faculty Income & Expenditures

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With Argos (OLAP Cube)Pre-Argos

Financial Reporting – Operating Budget

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With Argos (OLAP Cube)Pre-Argos

Financial Reporting –Budget/YTD Report

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With ArgosPre-Argos

Financial Reporting – Open Purchase Orders

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Searchable by:

• Year

• Fund

• Org

• Program

Users can select invoices for greater detail…

Financial Reporting – Invoice Details

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…selected invoice.

(Commodity & Accounting info.)

Thank you!Matt Chick – Manager, Global Higher Education Sales

Please let me know if you have any questions