what is on the horizon with our banner erp? june 4, 2015 presented by unm erp leadership team
TRANSCRIPT
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What is on the Horizon with our Banner ERP?
June 4, 2015
Presented by UNM ERP Leadership Team
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Agenda• Overview of Information Sources• Module updates– Finance– HR– Student– Financial Aid– General
• Banner XE: the next generation of Banner*Reporting is addressed in a separate session
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Sources of information about Banner
From Ellucian:• Roadmaps: http://www.ellucian.com/roadmaps/ • Ellucian Support: https://ellucian.okta.com/
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Disclaimer• Ellucian Roadmaps are representative of
vendor plans for releasing product updates and enhancements. UNM’s ERP Leadership team must carefully plan adoption at our institution. Timelines will therefore vary and not all Ellucian offerings will be implemented at UNM.
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6Add Features
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Download Center
Product Downloads
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Support Center
Docs, Cases, RPEs, FAQs
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XE Hub
Banner XE Focus
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Ellucian eCommunities
Collaboration
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Follow community discussions
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Sample community: Financial Aid
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Sample community: Large School Consortium
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Webinars
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Module Updates
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Finance Recent Advancements• New Journal Voucher Feed• Garnishments Process Automation• Upgrades:
Banner Xtender Touchnet
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Finance: Release roadmap
Adam Weeks, Finance
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Finance Futures• Conversion of baseline products– INB, SSB - Fin 8.10 & SS 8.7 are final releases
before Banner XE
• Timelines – XE Release Dec. 2015 • Direct Deposit enhancements
Adam Weeks, Finance
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HR Recent Advancements• LoboTime Phase I & 2 completion• Self-Service Catastrophic Leave Process • Document Imaging• Graduate Studies Assistantships Application• Upgrades:
Banner LoboTime
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HR: Release roadmap
Michele Brown, HRIT
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HR: Employee Profile• XE Employee SS moving to a dashboard with easier navigation, enhanced
functionality, mobile ready. • Users can view job history, leave, taxes, benefit and pay history as well as
update personal information & photo.
Michele Brown, HRIT
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HR: Employee ProfileMy Team tab:• For any employee who has direct reports as well as higher level managers
with multiple reporting levels (can see all direct reports under each manager level)
• Can see entire employee profile by clicking on employee name.
Michele Brown, HRIT
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HR: Employee ProfileTablet and mobile ready…
Michele Brown, HRIT
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HR: Benefits• IRS Section 6055/6056 Reporting Solution– Release 8.11.4-3/20/2015– New Forms used for collecting necessary data for
UNM to file form 1094-c and 1095-c for CY 2015 (Similar to W-2 reporting)
– Mass update process will be released in later patch
• Employee Profile-OE and New Hire/Life Events
Joey Evans, Benefits
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Student Recent Advancements• Banner XE Development and Deployment POC project completion• Grad App/ApplyYourself Implementation• Evaluation Kit (Course Evaluation System) implementation • Admission Letter Print Migration to EM• Form Efficiencies: Proxy and Privacy Indicator• u.achieve/u.direct Impementation (in process)• Open Registration Load Testing• MyUNM Student Bill Redesign • Royall Integration• PreReq/CoReq Drops Process• Upgrades:
• Banner • AdAstra• Curriculum Workflow
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Student Release Roadmap
• Conversion of baseline products– INB, SSB
• Integration with partner products– x, x,
• Timelines
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Student: Integration with partner systems• Integration– Ad Astra: use of their platinum analytics to improve
student access to required courses and increase student credit load. Provide course demand data.
– eTranscripts: most vendors can now integrate with Banner to provide multiple options for eTranscripts. Creation of a transfer articulation module to articulate the transcript through receipt of an eTranscript, looking for schools to help test.
– Banner Advising Student Profile: advising tool, attendance tracking, faculty grading, link to degree audit
Alex Gonzalez, Registrar
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Student: Preferred Name• Transgender student identities – request to enable
preferred name for students• Exploratory taskforce formed by request of Provost,
composed of representatives from LGBTQ Resource Center, Registrar’s Office, LoboCard Office, and IT.
• Met with Ellucian and other schools to discuss options. Recommendations to Ellucian to work on a baseline solution.
• Reviewed two schools that implemented preferred name, one with modifications to baseline one without. Currently defining UNM solution
Alex Gonzalez, Registrar
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Financial Aid Advancements• FISAP Finance/Fin Aid reconciliation• Financial Acceptance by Students in Loboweb• SignMyLoan Promissory Note Rewrite• Upgrades:
Banner
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Financial Aid: Release roadmap
Kim Luu, Financial Aid Office
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Financial Aid Futures• Direct Loan Streamlining– Banner Financial Aid 8.23
• Courses that Count in Program– Banner Student 8.9 and Banner Financial Aid
8.24.1
• Banner XE Student And Financial Aid
Kim Luu, Financial Aid Office
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General Advancements• New and upgraded Banner Workflows• Banner XE authorizations implementation • Oracle Forms and Reports upgrade• PICES (provisioning) system enhancements• BAR (Banner Authorizations Request) system enhancements• Upgrades:• Banner General Person and Web General• AppWorx• ePrint• Workflow
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General: Release Roadmap• General 8.6.4 – Seamless Navigation Support• General 8.6.4.2 – TouchNet Support• General 8.6.4.3 – Banner Workflow Integration Support• General 8.7.2 – Banner Event Management 9.x Support• General 8.7.3 – Job Submission Enhancements • General 8.7.4 – Banner Communication Management Support• General 8.7.4.1 – MEP Support• General 8.7.4.2 – Signed JAR file to include timestamp• General 8.7.4.3 – Ellucian Portal Support• General 8.7.5 – Support for Transformation• General 8.8 – Roll-up, Transformation Support, misc defects• General 9.0 –Transformation Release
Linda Johansen, IT Apps, Shared Components
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Banner XE: The next generation of Banner
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What is Banner XE?• XE = eXtensible Ecosystem = Ellucian’s technology
strategy emphasizing extensibility, configuration, usability, openness, scalability, and evolution
• Uses common web 2.0 user experience• Uses standards based, open source, modern
technologies (HTML 5, CSS3, JS)• No Java plug-in needed!!!!• Modularized to eliminate larger system dependencies
and be more plug and play• Will coexist alongside Banner 8 during the transition
Linda Johansen, IT Apps, Shared Components
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XE at UNM• XE requires a significant change in technical
architecture. Preparations began two years ago• Just completed a year-long proof-of-concept
project to design and prototype the new architecture
• XE is modular and will be implemented gradually; will co-exist with current Banner
• Have begun the first implementation, planned for October 2015, more to follow
Linda Johansen, IT Apps, Shared Components
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Banner 9 vs. Banner 8• Banner 8 is the version we are using today• Banner 9 (XE) uses the same database, same
tables, same logic, same functionality, but has different look and feel
• Some Banner 9 pages are completely new and different, some are simply “translated” into the new format
Linda Johansen, IT Apps, Shared Components
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XE Registration: Find Classes
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XE Registration: Register for Classes
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XE Registration: Error Messages
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Forms transformation• Tool automatically converts Banner 8 INB Oracle
Forms to HTML5/Java-based pages• No change to fields or functionality, just
converted to new format• Aggressive timeline– HR transformed forms delivered by Q3 2015– Finance transformed forms delivered by Q1 2016– Student, Bursar, and Financial Aid transformed forms
delivered by Q3 2016
Linda Johansen, IT Apps, Shared Components
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Forms transformation roadmap
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Linda Johansen, IT Apps, Shared Components
Current Banner interface
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Linda Johansen, IT Apps, Shared Components
Transformed into Banner 9
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Banner Application NavigatorGlues Banner 8 and Banner 9 (XE) together. Users don’t have to know which version a given form is in, allows switching between 8 & 9
Linda Johansen, IT Apps, Shared Components
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Questions?
Linda Johansen, IT Apps, Shared Components