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Case Studies Matt Chick Manager, Global Higher Education Sales Evisions

Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

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Page 1: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Case Studies

Matt Chick

Manager, Global Higher Education Sales

Evisions

Page 2: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

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

Page 3: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Argos

3

Get timely, accurate information and data through reporting made simple

Page 4: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Why Argos?

Boosts insights and improves visibility throughout your

institution

4

Empowers you to

make timely

decisions,

making your job

easier

Puts reporting

in the hands of

users

Frees up your

IT department

Page 5: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Easy User Access

Seamless Web Integration

5

Accessible on

Multiple Devices

Report Automation

& Distribution

Page 6: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Reporting ChallengesCommon reporting challenges faced by higher education institutions

Page 7: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

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.

7

Page 8: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

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.

8

Page 9: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

What can Argos do?

Page 10: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

What can Argos do?

10

Strategic‘Data Analytics’

Argos can simplify

reportingOperational

‘Day to Day’

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Reporting Possibilities with Argos

11

Banded ReportDashboard

Page 12: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Reporting Possibilities with Argos

12

Extract ReportsLetter Generation

Page 13: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Reporting Possibilities with Argos

13

OLAP CubeInteractive Charts

Page 14: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Other uses of Argos

14

Data

validation

Rapid

Application

Development

Tool

Communication

tool

Data

clean-up

Automating

processes

Page 15: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Value Propositions

More than software – your reporting partner

Page 16: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Value Propositions

16

True enterprise

license

CO-OP User

Community

Professional

Services

Higher

education

expertise

Page 17: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

CO-OP User Community

17

• 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

Page 18: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

True Enterprise License

18

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

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Tailored to suit your needs

19

Development

Customized

Solutions

Consulting

Deploy,

Configure

& Integrate

Training

Rapid

Adoption

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20

Limited

Resources

Lots of

Resources

Page 21: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Expertise

21

Accessing Organizing Displaying Disseminating

Information

Higher Education Professionals

Needs

Challenges

Goals

Page 22: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Key differentiators

• Easy to implement and use

• Flexible

• Full SQL Tool (Insert, Update, Delete)

• HelpDesk staff unequaled in providing excellent support to clients

22

Page 23: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

The Power of Argos

Page 24: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

The Power of Argos

24

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

Page 25: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 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)

25

Page 26: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Argos Demonstration

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27

Case Study

Lansing Community College

Page 28: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

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!

28

Page 29: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Financial Aid Dashboard

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Page 30: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Financial Aid Dashboard

30

Page 31: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Financial Aid Dashboard

31

Banded Report:Financial Aid Year in Review

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Financial Aid Dashboard

32

Banded Report:Financial Aid History

Page 33: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

33

Case Study

Swarthmore College

Page 34: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

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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Page 35: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Advancement – Donor Profile

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Page 36: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Advancement – New Parent Info

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Page 37: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Advancement – Staff Assignments

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Advancement – Proposals & Projects

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Page 39: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Advancement - Constituents

39

by Activity/Special Purpose/Variable Purpose Codes

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Advancement - Constituents

40

by Career Info

Page 41: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

41

Case Study

Charles Sturt University

Page 42: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

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

42

Page 43: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Financial Reporting – Faculty Income & Expenditures

43

With Argos (OLAP Cube)Pre-Argos

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Financial Reporting – Operating Budget

44

With Argos (OLAP Cube)Pre-Argos

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Financial Reporting –Budget/YTD Report

45

With ArgosPre-Argos

Page 46: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Financial Reporting – Open Purchase Orders

46

Searchable by:

• Year

• Fund

• Org

• Program

Users can select invoices for greater detail…

Page 47: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

Financial Reporting – Invoice Details

47

…selected invoice.

(Commodity & Accounting info.)

Page 48: Case Studies - Rocky Mountain Users' Group · Case Studies Matt Chick ... Reporting Possibilities with Argos 12 Letter Generation Extract Reports. ... The Power of Argos 24 DataBlock

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

Please let me know if you have any questions