Implementing a Reporting Tool Through a Centralized Area

Implementing a Reporting Tool Through a Centralized Area in a Decentralized Reporting Environment Julian Hooker Assistant Managing Director Educause Southwest February 24, 2009 Copyright Texas Tech University System 2009. This work is the intellectual property of the author. Permission is granted for this material to be shared for noncommercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

Introduction Texas Tech went From § Disparate reporting groups doing their own thing To § Disparate reporting groups using the same tool which is administrated by IT.

Introduction Texas Tech’s Motivation § New ERP system – Sungard Higher Education Banner § New reporting tool – IBM Cognos § Existing reporting structure was fragmented

Reporting Before Implementation

Reporting Before Implementation Different reporting groups § Texas Tech has 3 institutions • Texas Tech University Health Sciences Center • Texas Tech University System § Finance, HR, Student, Financial Aid, Budget, Accounts Receivable, IT, Purchasing

Reporting Before Implementation Different reporting tools § Web. Focus, QMF, MS Access, mainframe screens, MS Report Server, home grown reporting environment, queries against data directly No collaboration Duplicate effort and different facts

What did we do to fix the problem?

Implementing the Reporting Tool What Texas Tech Needed § Executive Sponsorship § A reporting tool – IBM Cognos § Training • How to use the tool • Help from the experts § A leader • Available • Build relationships • Manager who is Technical

Implementing the Reporting Tool What Texas Tech Needed § Governance • Executive Meetings • Report Author Meetings • Open discussions § Staffing • Data Store knowledge • Tool knowledge • Reassign staff

Reporting After Implementation

After Implementation § Central tool § Decentralized reporting groups still write the reports § IT runs the tool • Security • Processes • Standards • Coordinates efforts § Collaboration • Meetings – Executives and Report Authors • Discussion lists • Sharing reports and facts

Copyright Texas Tech University System 2009. This work is the intellectual property of the author. Permission is granted for this material to be shared for noncommercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.