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Copyright 2007, Information Builders. Slide 1 Banner Reporting Banner Reporting Foundation Foundation Dan Haug Dan Haug Account Executive SE Public Sector & Higher Education

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Page 1: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 1

Banner ReportingBanner ReportingFoundation Foundation

Dan HaugDan HaugAccount Executive

SE Public Sector & Higher Education

Page 2: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 2

New Public Sector & Higher Ed Team

Dan Haug – Public Sector Account Executive – [email protected] or (407) 221-7354

Ellen Osbourne – Public Sector Account Executive – [email protected] or (919) 754-0133

Jeff Humphries – Public Sector Technical Manager – [email protected] or (678) 595-3333

Donna Hipp – Public Sector Sales Engineer – [email protected] or (678) 595-3333

Page 3: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 3

WebFOCUS for WebFOCUS for SunGard HE BannerSunGard HE Banner

Our Typical Pitch…Our Typical Pitch…

Page 4: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 4

WebFOCUS Provides Reporting Capability Here

How Does WebFOCUS Supplement Banner?SunGard HE Reporting Maturity Model

Level 1 Level 2 Level 4 Level 5

BaselineBaseline ReportsReports

CustomCustomReportsReports

Self-ServiceSelf-ServiceReportingReporting

•Ad-HocAd-Hoc

AnalyticalAnalyticalReportingReporting

•Historical TrendsHistorical Trends•ForecastingForecasting

InstitutionalInstitutionalPerformancePerformanceManagementManagement

•Process ImprovementProcess Improvement•Dashboard/ScorecardDashboard/Scorecard•Analytical Analytical ApplicationsApplications

Level 3

Page 5: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 5

BannerTables

Object Access

CRMSystems

Legacy Data

StudentID Card system

Management

Employees

Partners

Customers

Direct Drill-Throughfor Detail

EDW

ODS

Zero Latency, Real Time Access

Banner

Approaches to Data Access

Page 6: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Turns Data Into InformationTurns Data Into Information

WebFOCUS Business Intelligence PlatformOne Platform For All Users and Applications

Meets the Needs of the Entire Campus

BANNERODSEDW

OracleSQL Server

ExcelAccess

Legacy &Historical

Data

Data MartsWarehouse

CubesWeb Services

StudentsParentsAlumni

VendorsBusiness

UsersAnalysts

Management PowerUsers

Developers

BUSINESS INTELLIGENCE PLATFORM

Page 8: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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This is Great…This is Great…But Our Customers Need But Our Customers Need

a Solution – Not a Tool!a Solution – Not a Tool!

Page 9: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 10: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 10

BI Center of Excellence: A partnership between IBI and FAU

Benefits: Establishing a COE that defines BI

standards to support FAU’s goals for information management

Beta test site for new WebFOCUS releases

Input on new product development for higher education solutions

Single, common user interface Best practices model that will pay

dividends in future BI projects by FAU departmental and technical staff

Integrated business intelligence throughout all departments

Page 11: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 11

FAU Dedicated Resource to WebFOCUS

Carol Sashi

Business Intelligence Technology Services (BITS) [email protected] (561) 297-3156

Florida Atlantic University 777 Glades Road Building CM Room 195 Boca Raton, FL 33431-0991

Page 12: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 12

Page 13: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

Copyright 2007, Information Builders. Slide 13

Joint Strategy Sessions

IBI and Carol Scheduled Interviews with End Users from Various Departments Across the Campus to Collect Reporting Requirements

Leveraged ODS Handbook – Chapter 4 – Outlining Recommended Report Templates

Page 14: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Banner Reporting Foundation

The WebFOCUS Reporting Foundations for ODS & Banner give you a jumpstart for these modules: Student Finance Human Resources

A complete end user reporting solution A single dynamic dashboard for all departments Customizable tabs with common look & feel for all

reporting templates Security that leverages the Banner ID

Page 15: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 16: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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SecuritySecurity

Page 17: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Banner Reporting Foundation Security

Access to the Dashboard Oracle DBMS Security

Access to Tabs Can Only See Contents of

Tab if Permitted to See Template(s) Assigned to Tab

Access to Template Set by Developer

PublicHiddenNamed UserBanner Object

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ODS Metadata TabODS Metadata Tab

Page 19: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 21: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 22: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Student TabStudent Tab

Page 23: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Student Tab

The Reporting Foundation for Banner Student includes reporting templates such as:

Admissions statistics Enrollment reports Registration details Publication-quality enrollment summary Non-zero balance report for accounts receivable

Page 24: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 25: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 26: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Finance TabFinance Tab

Page 27: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Finance Tab

The Reporting Foundation for Banner Finance includes reporting templates such as:

Budget reports General ledger Operating ledger Balance Sheet Grants

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Page 30: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Human ResourcesHuman ResourcesTabTab

Page 31: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Human Resources Tab

The Reporting Foundation for Banner HR includes reporting templates such as:

Employee Position Statistics Benefit Deductions Terminations Equal Employment Opportunity (EEO) report Appraisals

Page 32: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Other TemplatesOther Templates

Page 34: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 35: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 36: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Ok… How Do YouOk… How Do YouBuild Them?Build Them?

Report Template Report Template GeneratorGenerator

Page 37: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 38: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 41: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 42: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 43: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 44: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Report Template Generator

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Page 46: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Public DashboardPublic Dashboard

Page 47: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 48: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Page 49: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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Summary

The WebFOCUS Reporting Foundation for ODS & Banner gives you a jumpstart for these modules:

Student Finance Human Resources

Dynamic dashboard reporting, featuring templates that leverage Banner security

The equation for success: Dynamic sorts Drilldown reporting Easy navigation Quick installation+ Zero training  --------------------------------------------------------------- TIME SAVINGS FOR FUNCTIONAL USERS!

Page 50: Copyright 2007, Information Builders. Slide 1 Banner Reporting Foundation Dan Haug Account Executive SE Public Sector & Higher Education

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So Who Wants It??So Who Wants It??