1. What is on the Horizon with our Banner ERP?
June 4, 2015
Presented by UNM ERP Leadership Team

2. *Reporting is addressed in a separate session
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:
Ellucian Support:

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.

6. Add 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

15. Module Updates

16. Finance Recent Advancements
New Journal Voucher Feed
Garnishments Process Automation
Upgrades:
Banner
Xtender
Touchnet

17. Finance: Release roadmap
Adam Weeks, Finance
Finance: Release roadmap

18. Finance Futures Conversion of baseline products
Adam Weeks, Finance
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

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

20. Michele Brown, HRIT
HR: Release roadmap

21. Michele Brown, HRIT
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.

22. HR: Employee Profile My Team tab:
Michele Brown, HRIT
HR: Employee Profile
My 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.

23. Michele Brown, HRIT
HR: Employee Profile
Tablet and mobile ready…

24. HR: Benefits IRS Section 6055/6056 Reporting Solution
Joey Evans, Benefits
HR: Benefits
IRS Section 6055/6056 Reporting Solution
Release /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

25. 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
Alex Gonzalez, Registrar
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

28. Student: Preferred Name
Alex Gonzalez, Registrar
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

29. 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
Financial Aid: Release roadmap

31. Financial Aid Futures Direct Loan Streamlining
Kim Luu, Financial Aid Office
Financial Aid Futures
Direct Loan Streamlining
Banner Financial Aid 8.23
Courses that Count in Program
Banner Student 8.9 and Banner Financial Aid
Banner XE Student And Financial Aid

32. 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
Linda Johansen, IT Apps, Shared Components
General: Release Roadmap
General – Seamless Navigation Support
General – TouchNet Support
General – Banner Workflow Integration Support
General – Banner Event Management 9.x Support
General – Job Submission Enhancements
General – Banner Communication Management Support
General – MEP Support
General – Signed JAR file to include timestamp
General – Ellucian Portal Support
General – Support for Transformation
General 8.8 – Roll-up, Transformation Support, misc defects
General 9.0 –Transformation Release

34. Banner XE: The next generation of Banner

35. Linda Johansen, IT Apps, Shared Components
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

36. Linda Johansen, IT Apps, Shared Components
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

38. Banner 9 vs. Banner 8 Banner 8 is the version we are using today
Linda Johansen, IT Apps, Shared Components
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

39. XE Registration: Find Classes

40. XE Registration: Register for Classes

41. XE Registration: Error Messages

42. Linda Johansen, IT Apps, Shared Components
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

43. Forms transformation roadmap

44. Current Banner interface
Linda Johansen, IT Apps, Shared Components
Current Banner interface

45. Transformed into Banner 9
Linda Johansen, IT Apps, Shared Components
Transformed into Banner 9

46. Banner Application Navigator
Linda Johansen, IT Apps, Shared Components
Banner Application Navigator
Glues 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

47. Linda Johansen, IT Apps, Shared Components
Questions?