Banner Reporting“Where O Where

Have My Reports Gone?”

Presented byMs. Alma Lynn Bane and

Ms. Lauren MortonTarleton State University

February 28, 2007

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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

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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

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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???

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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

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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…

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‘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

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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

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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

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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

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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

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Banner Reports - 2004

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Banner 7 Reports - 2004

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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

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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

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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

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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

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Texan Facts

Link on Tarleton State University, Office of Planning, Evaluation, and

Institutional Research websitewww.Tarleton.edu/~OPEIR

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Tarleton OPEIR Website

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Texan Facts Welcome Page

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THECB/Banner Combo