banner communication management - kent state university · to banner • leverages existing banner...
TRANSCRIPT
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© 2016 ELLUCIAN. 1
Banner Communication Management
Enterprise-wide communication toolsEd Hauser
Director, Product Management
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© 2016 ELLUCIAN. 2
Confidentiality
This information provides a general strategic view of Ellucian’s anticipated
future offerings. The information in this document is confidential and
proprietary to Ellucian and neither the document nor its contents can be
disclosed to anyone without a written obligation of confidentiality in place
with Ellucian.
The information in this document is not a commitment, promise or other
obligation to deliver any material, code or functionality, and it should not
be relied upon in making any purchase decision. The document and its
contents are subject to change, without prior notice, at the sole discretion
of Ellucian.
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© 2016 ELLUCIAN. 3
Introduction
• This session will introduce you to the new Banner XE
Communication Management application and
demonstrate the features and function
• Benefits of attending
• Understand the application features
• Understand how it can be used to support departmental
communications
• Understand the time frame for delivery
• Get a sense for how to begin using the application
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© 2016 ELLUCIAN. 4
Agenda
1 What is it?
2 How does it work?
3 How can I leverage it?
4 Release timeline
5 Wrap up and Q/A
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© 2016 ELLUCIAN. 5
Achieving student success advances
our entire society
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© 2016 ELLUCIAN. 6
Enhancing every aspect of the modern
connected campus
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© 2016 ELLUCIAN. 7
Apply
Register
Degree Plan
Monitor Progress
Faculty Engagement
Student Success
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© 2016 ELLUCIAN. 8
We will see…
Ellucian XE for Banner
What is Communication Management
Demo Demonstration
Discussion Q & A
3
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© 2016 ELLUCIAN. 9
We will see…
Ellucian XE for Banner
What is Communication Management
Demo Demonstration
Discussion Q & A
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© 2016 ELLUCIAN. 10
What is Communication Management for Banner?
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© 2016 ELLUCIAN. 11
Delivered as part of the core Banner
suite of solutions
• Create, publish, send, and track
communications for any person known
to Banner
• Leverages existing Banner 8.x POPSEL
• Open source editor for communication
content creation
• Letters, email, SMS*, Ellucian GO app
Communication Management for Banner
Enables tactical and transaction related communications
associated with administrative functions in Banner
Designed under the Ellucian
Extensible Ecosystem (XE)
framework
• Provides choice and new methods of
communicating to constituents in Banner
• Messaging enabled through Ellucian Go
• Can be used for any type of
communications from letter generation to
simple notifications of changes
* Indicates availability post general release
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© 2016 ELLUCIAN. 12
Banner 8
INBBanner 8
SSB
Communication Management
Architecture
General
Student Fin
Aid
A/R
Finance
HR
Self
Service
Apps
Em
plo
ye
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rofile
Ad
vis
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Pro
file
Fa
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Eve
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PROPRIETARY @ CONFIDENTIAL , © 2012, Ellucian, All rights reserved
XE Architected Applications
Advancement
Oracle Database
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© 2016 ELLUCIAN. 13
Development Partners
?
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© 2016 ELLUCIAN. 14
What is Communication Management for Banner?
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© 2016 ELLUCIAN. 15
Features
• Email, PDF letters, SMS*, Ellucian GO message
• Anyone known to Banner
• Person & non-person
Communication Type
• Field value change triggers a specific communication*
• Embed the trigger in a communication template*
Event triggered communication*
* Indicates availability post general release
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© 2016 ELLUCIAN. 16
Features, CONT.
• Embedded open source communication content editor (CK)
• HTML, images, font, color, size, paste from Word
Template Creation
• SQL query builder
• Use POPSEL as basis for query
• Import & export populations from third party query tools, e.g. Cognos, Evisions*
Constituent Search
* Indicates availability post general release
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© 2016 ELLUCIAN. 17
Features, CONT.
• Production, e.g. send to printer, email server, mobile app, portal, etc.
• One-off communication creation
Publish
• Date, time, department, sender, communication type, etc.
• Manual interaction tracking, e.g. student call to financial aid
Communication Tracking
12
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© 2016 ELLUCIAN. 18
Key Features Currently in Development
•Scheduled Communications
• Ability to schedule a Communication for a point in time in the future
•Mutual Exclusivity of Populations and Queries
• Foundation to support Population Import and WYSWYG front end
•Versioning of Populations and Queries
• “Point in time” Population/Query
•Interaction History
• Constituent View of all CM Communications for a specific constituent, including rendering of the actual communication
•Manual Interactions
• Ability to manually enter interactions happening outside of CM
• Ability to define interaction types (E.G. Phone calls, Meetings..etc)
•Banner POPSEL
• Use of POPSEL population as exists at the time the communication is scheduled to be sent (immediately or a point in time in the future).. I.E. CM will not initiate new POPSEL query
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© 2016 ELLUCIAN. 19
How can I use Communication Management for
Banner?
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Communication Management
Used for any tactical and transactional
communications at your institution
• Recruiting and Admissions
• Financial Aid Award Letters
• Registration reminders
• Advising reminders
• Employee notices
• Notification of account balances due
• Notification of direct deposit changes
• Fundraising and gift giving
• Event Management
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© 2016 ELLUCIAN. 21
Screen Images
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© 2016 ELLUCIAN. 22
Topic #1
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© 2016 ELLUCIAN. 23
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© 2016 ELLUCIAN. 24
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© 2016 ELLUCIAN. 25
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© 2016 ELLUCIAN. 26
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© 2016 ELLUCIAN. 27
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© 2016 ELLUCIAN. 28
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© 2016 ELLUCIAN. 29
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© 2016 ELLUCIAN. 30
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Message to Ellucian Go
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© 2016 ELLUCIAN. 32
Specify the Type of Message: Mobile Notification20
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© 2016 ELLUCIAN. 33
Define Mobile Notification Content21
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© 2016 ELLUCIAN. 34
Create the message content342
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© 2016 ELLUCIAN. 35
Set Message Expiration Parameters353
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© 2016 ELLUCIAN. 36
Name the Message and Select the Population364
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© 2016 ELLUCIAN. 37
Save the Template for future use375
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© 2016 ELLUCIAN. 38
User Experience through Ellucian Go386
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© 2016 ELLUCIAN. 39
Operational Benefits
Banner XE
Improved upgrade process
Improved student satisfaction
Screen Images
Ease of use & consistency for each communication type
Enterprise – wide capability
Q/A Q & A
37
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© 2016 ELLUCIAN. 40
Release Timeline
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© 2016 ELLUCIAN. 41
Banner 8
INBBanner 8
SSB
Architecture
General
Student Fin
Aid
A/R
Finance
HR
Self
Service
Apps
Em
plo
ye
e P
rofile
Ad
vis
ing
Pro
file
Fa
cu
lty G
rad
e E
ntry
Eve
nt M
an
ag
em
en
t
Re
gis
tratio
n
Co
mm
un
ica
tion
Ma
na
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nt
Atte
nd
an
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Tra
ckin
g
Pu
rch
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Re
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isitio
n
PROPRIETARY @ CONFIDENTIAL , © 2012, Ellucian, All rights reserved
XE Architected Applications
Advancement
Oracle Database
15
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© 2016 ELLUCIAN. 42
Controlled Release 9.0
Q2 2015
Controlled Release 9.1
Q4 2015
General Release
Q3 2016
A phased approach to release 17
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© 2016 ELLUCIAN. 43
Operational Benefits
Banner XE
Improved upgrade process
Improved student satisfaction
Demo
Ease of use & consistency for each communication type
Enterprise – wide capability
Q/A Q & A
38
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Questions?
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© 2016 ELLUCIAN. 45
Summary
• Communication Management is a core Banner solution
• Transaction based communications for all people known
to Banner
• Built on the XE architecture
• Usability is key to success
• Development partner driven
• No additional license fee or maintenance fees
• Currently in controlled release
• General Release Q3 2016
40