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The Corporate Reporting Service Project



   Brendan Fawcett
   Planning Office
   University of Leicester



www.le.ac.uk
Corporate Reporting Service Project
• Establish a fit for purpose reporting service for our
  management information, built to industry standards
• Governance structure to monitor, improve and
  develop the reporting service
• Training and information to enable existing and new
  users to exploit the reporting service
Business Objects
• Main reporting tool covering:
  – SITS (student report)
  – Facility CMIS (timetabling)
  – Kinetics (RACS conference booking)
  – SDE (ITS Service Desk)
  – PAMS (Accommodation Management)
  – HR Statistics
  – Blackboard
  – Financial data
http://reporting.le.ac.uk
CRS Project
CRS Project
So what do we need to do
• Install the latest version of Business Objects
• Migrate users across (and provide training)
• Establish governance structure - management group
  to prioritise developments
• Use the migration process to:
   – Catalogue and tidy reports
   – Ensure that we set up an appropriate security
     model for users
Working Group
• Catalogue the existing MI content
• Define “Best Practice” guidelines for report
  development and provision
• Define MI reporting service (access to data, specific
  reporting tools, processes)
• Undertake a gap analysis
• Make recommendations to the Project Board about
  work that should be completed before the migration
  of horizontal users
So what does this mean for me?
• Vertical:
   – ITS Service (SDE)
   – RACS (Kinetics / PAMS)
   – Blackboard
• Unsure
   – HR Statistics
• Lateral:
   – SITS (student report)
   – Facility CMIS (timetabling)
   – Some Financial data
Demo catalogue - What we’ve done so far
An example catalogue entry for a report
Field                                          Information
Title                                  SITS-BO-00005 DL Admissions Tracking Report
Business Area                                                             Admissions
Path                    Departmental UsersAdmissionsDistance LearningAdmissions
Author                                                                          ajg38
Date Last Modified                                                         16/06/2011
Business Contact                                                    Sophie Chattaway
Data Sources                                                 UoL User-Driven Universe
Format                                                                          Webi
                             Ability to monitor the progress of applicants through the
                     Admissions process (including when and how they applied, which
Description                 supporting documents have been received and which are
                      outstanding, view details of their offer and whether or not they
                                                            have made a fee payment).
Prompts                                              EntryYear, Occurance, MASCode
Some questions about cataloguing:
  –   Do you need anything else?
  –   What level of description is needed?
  –   Do you need further business contact details?
  –   Are the prompts useful?
  –   What should the next steps be?
  –   Would anyone be willing to help look through and
      approve descriptions of reports that we are
      keeping?
Other Questions
• How best do we involve people in your department
  or area in this project?
• What future working group sessions do we need to
  run? Who else do we need to invite?
• Who should be involved in report writing best
  practice?
• Any thoughts on how best to run the Gap Analysis?
  Who would like to be involved?
Any Questions / Feedback?




www.le.ac.uk
CRS Project

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CRS Project

  • 1. The Corporate Reporting Service Project Brendan Fawcett Planning Office University of Leicester www.le.ac.uk
  • 2. Corporate Reporting Service Project • Establish a fit for purpose reporting service for our management information, built to industry standards • Governance structure to monitor, improve and develop the reporting service • Training and information to enable existing and new users to exploit the reporting service
  • 3. Business Objects • Main reporting tool covering: – SITS (student report) – Facility CMIS (timetabling) – Kinetics (RACS conference booking) – SDE (ITS Service Desk) – PAMS (Accommodation Management) – HR Statistics – Blackboard – Financial data
  • 7. So what do we need to do • Install the latest version of Business Objects • Migrate users across (and provide training) • Establish governance structure - management group to prioritise developments • Use the migration process to: – Catalogue and tidy reports – Ensure that we set up an appropriate security model for users
  • 8. Working Group • Catalogue the existing MI content • Define “Best Practice” guidelines for report development and provision • Define MI reporting service (access to data, specific reporting tools, processes) • Undertake a gap analysis • Make recommendations to the Project Board about work that should be completed before the migration of horizontal users
  • 9. So what does this mean for me? • Vertical: – ITS Service (SDE) – RACS (Kinetics / PAMS) – Blackboard • Unsure – HR Statistics • Lateral: – SITS (student report) – Facility CMIS (timetabling) – Some Financial data
  • 10. Demo catalogue - What we’ve done so far
  • 11. An example catalogue entry for a report Field Information Title SITS-BO-00005 DL Admissions Tracking Report Business Area Admissions Path Departmental UsersAdmissionsDistance LearningAdmissions Author ajg38 Date Last Modified 16/06/2011 Business Contact Sophie Chattaway Data Sources UoL User-Driven Universe Format Webi Ability to monitor the progress of applicants through the Admissions process (including when and how they applied, which Description supporting documents have been received and which are outstanding, view details of their offer and whether or not they have made a fee payment). Prompts EntryYear, Occurance, MASCode
  • 12. Some questions about cataloguing: – Do you need anything else? – What level of description is needed? – Do you need further business contact details? – Are the prompts useful? – What should the next steps be? – Would anyone be willing to help look through and approve descriptions of reports that we are keeping?
  • 13. Other Questions • How best do we involve people in your department or area in this project? • What future working group sessions do we need to run? Who else do we need to invite? • Who should be involved in report writing best practice? • Any thoughts on how best to run the Gap Analysis? Who would like to be involved?
  • 14. Any Questions / Feedback? www.le.ac.uk