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NWEUG

2017

Session Rules of Etiquette

Please turn off or silence your cell phone

If you must leave the session early, please do so as discreetly

as possible

Please avoid side conversations during the session

NWEUG

2017

Introduction

Provide an overview of how and why peer institutions

successfully use Argos to improve reporting

Gain an understanding of all that Argos can do to improve

reports and the reporting process

Get you thinking about how you can achieve reporting

success at your institution

NWEUG

2017

Session Agenda

1. Introduction

2. About Evisions and Argos

3. What Argos can do and how it can help

4. Case Studies

5. Summary

6. Questions & Answers

NWEUG

2017

About Evisions and Argos

About Evisions

Expertise in higher education, not just software

Helping colleges and 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

About Argos

Argos is an enterprise reporting solution that delivers the insights that you need

in order to make timely, better-informed decisions. Argos helps colleges and

universities work better, delivering flexible, powerful, easy-to-use reporting

tools developed by higher education experts.

NWEUG

2017

What Argos can do and how it can help

Common Reporting Challenges

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

Difficulty pulling data from multiple sources and creating one consolidated

report

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

toolset

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

understand, and use

10

DataBlock Designer

Power 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

11

Strategic‘Data Analytics’

Argos can

simplify

reporting

Operational‘Day to Day’

What can Argos do?

Seamless Web

Integration

12

Accessible on

Multiple Devices

Report Automation

& Distribution

Easy user access

13

Banded ReportDashboard

Reporting possibilities with Argos

14

Extract ReportsLetter Generation

Reporting possibilities with Argos

15

OLAP CubeInteractive Charts

Reporting possibilities with Argos

NWEUG

2017

CO-OP User Community

• 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

17

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

True Enterprise License

NWEUG

2017

Case Studies

Portland Community College (Degree Works)

Swarthmore College (Advancement)

Lansing Community College (Financial Aid)

Missouri State University (Enrollment)

19

Case Study

Portland

Community

College

NWEUG

2017

The ‘Backbone’ of How Degrees are Awarded – Portland CC

Reporting solution for Ellucian Degree

Works™

Accommodate a very large school

with a small technical staff

Must be able to develop and deploy

quickly

Pull in and integrate data from

multiple sources

Argos has become the primary reporting

platform for their ERP in multiple

departments

Push live data out into the hands of the

community – helping to drive data-based

decision making

Rapid design & deployment allowed

projects to move forward at a

considerably faster pace

Manage enrollment data; improve student

advising; reduce potential financial aid

issues

NEED SOLUTION

21

Advisor Dashboard

22

Enrollment Report

23

Student Records

24

Gainful Employment On-Time Report

25

Case Study

Swarthmore

College

NWEUG

2017

Advancement - Swarthmore

Create and distribute detailed

constituent information to gift

officers and Advancement

personnel

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

NEED SOLUTION

27

Advancement – Donor Profile

28

Advancement – New Parent Info

29

Advancement – Staff Assignments

30

Advancement – Proposals & Projects

31

by Activity/Special Purpose/Variable Purpose Codes

Advancement - Constituents

32

by Career Info

Advancement - Constituents

33

Case Study

Lansing

Community

College

NWEUG

2017

Need for a Financial Aid Dashboard

Comprehensive administrative

view of the Financial Aid Office

Must include:

• FAFSA Info

• Disbursement/Funds Mgt

• Verification Tracking

Dashboard offering summary

data and reports

• Eliminates guesswork!

NEED SOLUTION

35

Need for a Financial Aid Dashboard

Requirements

• Needed to manage incoming

documents

• Needed to facilitate updates

in Banner to student records

Results

• First and most widely used

report in Financial Aid Office

• Facilitates work!

Dashboard – Tracking Report with Enrollment

Requirements

• Need to know who needs a WD record

• Need a more efficient process

• Need to work directly from Argos to Banner

Results

• Real time information

• Quicker processing

• Faster response time to student action by

Financial Aid & Student Finance

• No more spreadsheets!

Student: Drops All Courses

Registrar: Creates

WD Record

Financial Aid:

Calculates Return of Title IV Funds

Dashboard – Student Needs WD (R2T4)

Requirements

• Need something to make appeal

processing easier to do and manage

Results

• Drives off of students with certain

tracking codes

• Select a student to view their

information

• Makes processing easier and faster

• Combines several Banner screens into

one place

Special Circumstance Appeal Processing Dashboard

Requirements

• Need to manage DL

originations and fix quickly

• Reduce need to look at all

Banner job logs

Results

• Improved transaction flow and

day to day operations

• Improved student service

Dashboard – Resolve Direct Loan Originations

Requirements

• Needed to analyze

student population

Results

• Easy to use tool

• Quickly answer

questions and discover

information

OLAP Cube – Loan Default Data

41

Banded Report:Financial Aid Year in Review

Financial Aid Dashboard

42

Banded Report:Financial Aid History

Financial Aid Dashboard

43

Case Study

Missouri State

University

NWEUG

2017

Empower the Workforce & Improve Communication – MO State

Make it easier for faculty & staff to

generate operational & ad-hoc

reports

Ensure security of sensitive data

Quickly provide information to

individuals at all levels

Compatibility with Banner

Operational Data Store (ODS)

Evisions Argos easily reports off of

the ODS

Over 1,000 faculty & staff have

access to hundreds of production

reports

Enterprise-wide availability provides

consistent views of institutional data

Security can be fine tuned to

determine access to sensitive info

NEED SOLUTION

45

Dashboard – Academics Overview

46

Dashboard – Academics Overview

47

Dashboard – Enrollment Management

48

Dashboard – Enrollment Management

49

OLAP – Enrollment Management

50

Dashboard – Course Access Overview

51

DataBlock Keyword Search

NWEUG

2017

Session Summary

Boosts insights

and improves

visibility

throughout your

institution53

Empowers you to

make timely

decisions,

making your job

easier

Puts reporting

in the hands of

users

Frees up your

IT department

Why Argos?

54

Data

validation

Rapid

Application

Development

Tool

Communication

tool

Data

clean-up

Automating

processes

Other Uses of Argos

NWEUG

2017

Questions & Answers

NWEUG

2017

Thank you!

Suzy Jonsen

suzy.jonsen@evisions.com

303-906-6061