2011 Chief Institutional Advancement Officers Conference Jim Runyan February 24, 2011
An Architecture for Institutional Advancement Reporting
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Transcript of An Architecture for Institutional Advancement Reporting
An Architecture for Institutional Advancement
Reporting
Thomas A. SlobkoCIO
Occidental College
Occidental College - ITS
Adages
• Banner has perfect security. No one can get information out of Banner.
• Reporting tools make programmers more efficient. They do not make users into programmers.
Occidental College - ITS
The Zero Architecture
BannerReporting
Tool reports
Occidental College - ITS
Symptoms of the problem in IA
• Reports were not robust• Reports were late• 80% of their “programming” staff time was spent
doing routine, similar, one-off reports.
Occidental College - ITS
The IA reporting problem - causes
• Their data is complex.• Their business rules are incredibly complex.• The scope of their needs continues to expand• All of their personnel now have numerous ad hoc
reporting needs• Most of their personnel are non technical• Even “standard” reports change regularly
Occidental College - ITS
The First Architecture
Banner Sqlplus Datamart ReportsReportingTool
Occidental College - ITS
Implementing a datamart
• The SCT “solution”• The Vassar/Wellesley solution
– Plan for datamart design process– Much data, few changes
• Mary Carole Stark consulted on banner data, design process, datamart design
• Consultant verified design• Computing and IA staff produced datamart
Occidental College - ITS
The Pink Sheet
Occidental College - ITS
The Pink Sheet - functions
• Eliminate costly miscommunication between non technical users and IA operations “programmers”
• Force non technical users to include all of their “parameters”
• Can we do all of this and deliver reports directly with the web?
Occidental College - ITS
The Pink Sheet Platform
Banner Datamart
MiddlewareServer
WebServer
Web Client
Occidental College - ITS
Demonstrations
• IA Web Reporting• Admission Dashboard
Occidental College - ITS
The Pink Sheet Architecture
• A complete datamart• Web Reports whose content and logic is dynamic• Have the datamart do the “Heavy Lifting”
– Makes web development easier (and faster)– Makes web reports much faster
• Future directions?