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TRANSCRIPT
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
