The document outlines plans to establish a corporate reporting service at the University of Leicester, including: 1) Migrating existing reporting tools like SITS and Blackboard to the latest version of Business Objects for reporting. 2) Forming a governance structure and working group to oversee the reporting service, catalog existing reports, define best practices, and conduct a gap analysis. 3) Providing training to enable existing and new users to utilize the updated reporting capabilities across departments.

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

4. http://reporting.le.ac.uk

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