Banner Project Overview February 24, 2005

Presentation Objectives:  What is the Banner Project ?  When are we doing it ?  How will we do it ?  Who is impacted ?  Why should we do it ?

What is the Banner Project ? An initiative to upgrade Vincennes University’s existing core administrative computer systems, referred today as the (Z, Plus, FRS, HRS, SIS, FAMS, ADS) systems to Banner. This new system will be an integrated solution enabling broader access and increased availability to the entire VU community. An initiative to upgrade Vincennes University’s existing core administrative computer systems, referred today as the (Z, Plus, FRS, HRS, SIS, FAMS, ADS) systems to Banner. This new system will be an integrated solution enabling broader access and increased availability to the entire VU community.

Project Definition… A PDD (Project Definition Document) was developed by key VU management and staff in consultation with Sungard SCT during meetings here at VU on July 23 rd and 24 th of This document was reviewed by this team and key individuals before sign-off by the Executive Steering Committee and Sungard SCT.

Computer Systems being upgraded CampusPipelineSCT+ –FRS (Finance) –HRS (Human Resources) –FAMS (Financial Aid) –SIS (Student) –ADS (Alumni)

Project Duration… The project officially began on June 18, 2004 and is scheduled for completion January 2007 with the conclusion of the project no later than June 18, 2007.

Timeline of Banner Modules MyVUFinanceHR Financial Aid StudentAlumni Jan 2005 July 2005 Jan 2006 July 2006 Jan 2007 July 2004

A Little about Banner ? HR Financial Aid Finance Student Faculty/ Advisor Self Service Core Applications Alumni

What is Banner? Banner is a web application –Available nearly 24/7/365 via a web browser for access by students, faculty and staff –Integrated application with one database –Point and click (GUI) interface –Uses SQL (structured query language) –Adhoc Reporting software called Discover

Some Terminiology… Forms –“Screens” that display data taken from the one record maintained in system. –Example: One Local Address is displayed on a number of different forms in Banner. Tables –Lists maintained in Banner and used to enter data. (Similar to a data element) –Example: Hold Types – there are specific hold types entered on the validation table which can be assigned to a record. Rules –Rules are entered on rule forms, which are made up of data elements which have been defined in validation tables. –Rules are an action. –Example: B holds prevent transcript production & future registrations.

Faculty Staff Students Functional Team Who is impacted and When ? Process Team Steering Team Planning, Organizing, Setup, Testing, Training, Go-Live

Project Organizational Chart

Our Approach… Implement non-disruptive to the VU community. In a “vanilla” mode, with no programming modifications. Adjusting business processes to take advantage of new functionality, if feasible

Knowledge Transfer PLAN IMPLEMENT ASSESS RE-ASSESS SCT Implementation Methodology Four phase methodology leading to continuous project communication, accurate information gathering, effective planning, appropriate knowledge transfer, and cross- institutional adoption.

SCT Banner Implementation Methodology a Closeout Define Training Needs Define BPA Requirements Planning Develop Installation Plan Develop Training Plan Develop Prototype Plan Develop Conversion Plan Develop BPA Plan Process Analysis Installation (HDW/SW) System Education Test Prototype Develop Prototype Validate Prototype Deploy Solution “Go-Live” Conversion End User Training Implementation Evaluate Implementation Document Findings & Issue Recommendations Obtain Approvals and Sign-off Define Prototype Req. Definition Reporting Define Software & Hardware Req. Define Conversion Req Define Reporting Req Develop Strategy & Reporting Plan

What Can You Do? Stay informed and continually review the project web site for updates Support other VU staff that are currently involved in the project Be ready when you are called upon to become involved in the project

Questions…

For additional information, please visit the Banner Project web page by going to the Employee tab within MyVU