What is on the Horizon with our Banner ERP?

June 4, 2015

Presented by UNM ERP Leadership Team

2

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

3

Sources of information about Banner

From Ellucian:• Roadmaps: http://www.ellucian.com/roadmaps/ • Ellucian Support: https://ellucian.okta.com/

4

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.

5

6Add Features

7

Download Center

Product Downloads

8

Support Center

Docs, Cases, RPEs, FAQs

9

XE Hub

Banner XE Focus

10

Ellucian eCommunities

Collaboration

11

Follow community discussions

12

Sample community: Financial Aid

13

Sample community: Large School Consortium

14

Webinars

Module Updates

Finance Recent Advancements• New Journal Voucher Feed• Garnishments Process Automation• Upgrades:

Banner Xtender Touchnet

17

Finance: Release roadmap

Adam Weeks, Finance

18

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

HR Recent Advancements• LoboTime Phase I & 2 completion• Self-Service Catastrophic Leave Process • Document Imaging• Graduate Studies Assistantships Application• Upgrades:

Banner LoboTime

20

HR: Release roadmap

Michele Brown, HRIT

21

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

22

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

23

HR: Employee ProfileTablet and mobile ready…

Michele Brown, HRIT

24

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

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

26

Student Release Roadmap

• Conversion of baseline products– INB, SSB

• Integration with partner products– x, x,

• Timelines

27

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

28

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

Financial Aid Advancements• FISAP Finance/Fin Aid reconciliation• Financial Acceptance by Students in Loboweb• SignMyLoan Promissory Note Rewrite• Upgrades:

Banner

30

Financial Aid: Release roadmap

Kim Luu, Financial Aid Office

31

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

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

33

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

Banner XE: The next generation of Banner

35

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

36

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

37

38

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

39

XE Registration: Find Classes

40

XE Registration: Register for Classes

41

XE Registration: Error Messages

42

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

43

Forms transformation roadmap

44

Linda Johansen, IT Apps, Shared Components

Current Banner interface

45

Linda Johansen, IT Apps, Shared Components

Transformed into Banner 9

46

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

47

Questions?

Linda Johansen, IT Apps, Shared Components