Summit 2011 - Banner Document Management Suite Reports

Improve Access and Customer Service
Using AX Reports Management
and Banner Document Management Suite
Mike LaFortune – SunGard Higher Education
November 1, 2011
Agenda
• Speaker introductions
• Context
C t t – Institutional
I tit ti
l Challenges
Ch ll
• What is AX Reports Management?
• Use Cases and Examples
• Q&A
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Who is this guy? Mike LaFortune
• Work Life:
— Product Owner for Content Management
— 14 years with SunGard and SCT in Higher Education
— Focuses in document management, workflow, integration,
student services and web cms
— First Georgia Summit: Sept 2000 (#1!)
• Personal Life:
— Fabulous, artistic wife
and brilliant eight year-old son
— Surfing, travel, family fun, opera nut
— Arts and cultural development
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Context – Institutional Business Challenges
Customer Service
Demands
Thousands of
Documents
Created Each Day
Cost of Document
and Report Printing
and Storage
g
Managing Access to
Existing Data and
Documents
November 1, 2011 | www.sungardhe.com
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What Is AX Reports Management ?
• An optional module for Banner Document
Management Suite (BDMS)
• Automatically bursts and files text-based
digital documents into BDMS
• Eliminates
ates p
printing,
t g, filing,
g, or
o scanning
sca
g
digital documents
November 1, 2011 | www.sungardhe.com
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Features and Benefits of AX Reports Management
Features
Benefits
•Automatic document indexing
•Process, index, and store born-digital
text-based documents as they
y are
produced or received
•Advanced print streams support
•Capturing plain text (ASCII) documents
and optionally preserving advanced
formatting within PDF print streams
•High-fidelity electronic display
•Display electronic reports in same
format as print versions
versions, improving
customer service and record quality
•Long-term report archiving
•Provide long-term retention off report
information.
November 1, 2011 | www.sungardhe.com
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What does AX Reports Management Capture?
•
•
•
•
•
•
•
Admissions and Financial Aid letters
Bills, invoices, and checks
Contracts and RFPs
Documents from Federal or State agencies
Documents from application clearinghouses
Reports
Output from any system, including Banner,
Evisions*, or others that comes as
— Plain text documents printed onto “virtual”
images of pre-printed paper forms
— Formatted
o atted PDF-text-type
te t type docu
documents
e ts *
•
* Note: Optional components required for PDF
processing and enhanced Evisions integration
November 1, 2011 | www.sungardhe.com
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AX Reports Management – Access Points
•
•
AX Reports Management-processed documents
are available from BDMS contexts including:
— All Banner forms eg
eg… Student
Student, Financial Aid
Aid,
HR,..
— Luminis portal
— Banner Workflow
— Banner Travel and Expense
— Banner Self-Service
AX Reports Management-processed documents
are available alongside images and other docs
November 1, 2011 | www.sungardhe.com
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AX Reports Management – Examples
Issue
Today’s
Today
s Experience
Today s Experience with
Today’s
AX Reports Management
Customer calls and wants to
know why their received letter
or bill says what it says
•Translates Banner vs. letter
• Hunt for printed document
•Customer
Customer waits and may require
a call back – poor customer
service
School needs to keep a copy of
admissions acceptance letters
•1000 printed items
•File each item
• Takes time, adds to paper and
file mass, can have human errors
and end result are pages in
folders that are hard to access
from a desk, let alone from
another location
• One click brings up the exact
document in Banner
•Viewing
Viewing exactly what customer
has in hand
Improved Customer
Satisfaction
•One time setup of the logic
•Automatically bursts and files the
printed items in correct location
IT needs to shut down a
system
y
with read-only
y data,, but
still needed occasionally by
users
•Cannot without hurting data
access by
y remaining
g users.
•System must remain up and
supported indefinitely, taking IT
time and energy
Cost Savings
•Legacy reports can be run out of
old system
y
and filed p
painlessly
y by
y
AX Reports Management
Legacy System Migration
November 1, 2011 | www.sungardhe.com
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AX Reports Management
ABC University
Financial Aid Award
Letter
Jimmy Buffett
ABC University
Financial Aid Award
Letter
Tina Fey
ABC University
Financial Aid Award
Letter
Denzel Washington
ABC University
Financial Aid Award
Letter
Lucy Liu
November 1, 2011 | www.sungardhe.com
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AX Reports Management
•
•
•
•
•
Separates each document as needed
Links to correct record
Uses visible or hidden text
Eli i t data
Eliminates
d t entry
t and
d filing
fili errors
Leverages BDMS integrations to
Banner, Luminis, Workflow,…
ABC University
Financial Aid Award
Letter
Jimmy Buffett
ABC University
Financial Aid Award
Letter
Tina Fey
ABC University
Financial Aid Award
Letter
Denzel Washington
ABC University
Financial Aid Award
Letter
Lucy Liu
November 1, 2011 | www.sungardhe.com
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AX Reports
epo ts Management
a age e t In Action
ct o
PAGEPROC extract_main
IF FOUND "FINANCIAL AID AWARD LETTER" GOTOEND INPAGE
DOC START
IF FOUND "****/" GOTOEND INPAGE
BEGIN
EXTRACT id "/" INLINE TRIM GOTOEND
// ERMX requires last name value in index, but still key ref'd
SET lname "placeholder"
COL +1
EXTRACT aidy "/" INLINE TRIM GOTOEND
COL +1
EXTRACT doctype "/" INLINE TRIM GOTOEND
STORE id "ID"
ID
SET activitydate STAMP DATETIME
STORE activitydate "ACTIVITY DATE"
STORE doctype
yp "DOCUMENT TYPE"
STORE aidy "AID YEAR"
STORE lname "LAST NAME"
DOC END
END
END
November 1, 2011 | www.sungardhe.com
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AX Reports Management – Summary
• Improve customer service – staff can look at
the document securely online, without
— Delays
Dela s or conf
confusion
sion
— Scrambling to find the file folder
— Translating between data in a system screen
and the document the customer is reading
— Manual filing – whether the doc has 1 page or
1000
• Reduce cost – no filing, printing, scanning
tasks,
tas
s, o
or paper
pape storage
sto age space
• Reduce risk – docs don’t get misfiled or lost
November 1, 2011 | www.sungardhe.com
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Questions & Answers
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Thank You!
Mike LaFortune
mike.lafortune@sungardhe.com
321-777-0494
SunGard or its subsidiaries in the U.S. and other countries is the owner of numerous marks, including
g “SunGard,” the SunGard logo,
g “Banner,” “PowerCAMPUS,”
“Advance,” “Luminis,” "DegreeWorks," "fsaATLAS," “Course Signals,” and “Open Digital Campus.” Other names and marks used in this material are owned by third parties.
© 2011 SunGard. All rights reserved.
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