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CMS Reports Committee

Lisa Kopecky (chair)

Welson Badal

Allyson Bates

Dick Bednar

Burt Casey

Leslie Chang

Wayne Goodwin

Laleh Graylee

Joan Horn

Lea Jarnagin

Susan Kachner

Joe Luzzi

Rachel Lynch

Chris Manriquez

Maria Mezhinsky

Shelly Montoya

Gary Murphy
(IO Consultant)

Lisa Penunuri

Kit Richard

Divya Raghu
(MITS Consultant)

Barbara Scarpa

Ann Sciortino

Susan Sherman-Brown

ShuYuan Shie

Betsy Stuck

Michelle Totten

 

 

Responsibilities

  • Evaluating how CSUF will handle batch job setup / submission, output generation, report distribution, report archiving and research / data mining against reports in the CMS environment for HR, Finance and Campus Solutions (Student Administration).
  • Developing a list of requirements that will be used to evaluate 3rd-party Business Intelligence (reporting) tools to handle the following:
    1. Creation of production and ad-hoc reports by technical staff and power-users for HR, Finance and Student Administration
    2. Creation of canned-reports that can be accessed by end-users or run by end-users who could specify pre-determined run-time parameters

Key Decisions and Recommendations

The CMS Reports Committee evaluated several 3rd-party Business Intelligence products and has recommended to the CMS Steering Committee to continue using Hyperion (Brio) as CSUF’s Business Intelligence software platform (updating the software from version 6 to version 9) and to continue using FileNet to archive, access and distribute reports.  The CMS Steering Committee has reviewed and approved the recommendation of the CMS Reports Committee.  A demonstration of Hyperion is being scheduled for the CMS Steering Committee.  The Reporting Committee will continue to explore:

  • How to provide better centralized support of Hyperion including report development, software management, Help Desk support and training.
  • How to integrate Hyperion with FileNet as appropriate using FileNet as the repository for report storage in the CMS environment.

Hyperion was recommended for several reasons, including:

  • The CSU has a statewide license with Hyperion;
  • CSUF has an existing license with Hyperion;
  • CSUF has existing experience and expertise with Hyperion;
  • With the implementation of the CMS datawarehouse, there will be opportunities to share reports developed against the datawarehouse with other CSU campuses if reports are developed using a common Business Intelligence software as defined by the CSU;
  • Hyperion meets the requirements identified below by the CMS Reports Committee.

The Reports Committee determined the following requirements for selecting the Business Intelligence software:

  • Must be web-based and run equally well on both PC and Mac platforms
  • Must be user-friendly with an easy-to-use interface for non-technical users
  • Must be able to accommodate both simple reporting needs as well as complex reporting needs. 
  • Must integrate easily with PeopleSoft and the Data Warehouse allowing reports to be run from either source
  • Must support generation of output in a variety of formats including Excel, PDF, HTML, XML, various graphical formats, etc.
  • Must support generation of pivot tables which can be filtered and drilled-down for analysis as needed
  • Must provide a mechanism to imbed annotations in a report (like highlighting or sticky notes) so that others viewing the report can see those annotations
  • Must provide an email delivery mechanism
  • Must provide a report distribution mechanism so that a large report can be run once and recipients view only the specific portions of the report based on security parameters.
  • Must allow integration with document management software in order to allow reports written in the Business Intelligence environment to be sent to the document management environment.
  • Must provide security that controls access to data and reports
  • Must also integrate with LDAP directories such as Microsoft Active Directory for authentication of users.
  • Must allow for the definition of run-time parameters.
  • Must allow reports to be scheduled to automatically be run at a pre-defined date/time as well as supporting ad-hoc running of reports
  • Must provide an analytics tool that allows for the creation of a digital dashboard of information that could be included in a portal for end-users
  • Must allow reports, cubes, etc. to be published as web services
  • Must have sound architecture and hardware requirements and a commitment from the vendor to work in the Fusion environment
  • Must have an effective administrative component including remote web-based administrative access
 
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