banner human resources and finance: the road to ellucian xe hr_finance...banner human resources and...
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Banner Human Resources and Finance: The Road to Ellucian XE
Barbara Doane
Product Manager
Ellucian
May 19, 2015
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
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.
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Agenda
1 Ellucian Extensible Ecosystem (XE)
2 Accelerating XE Strategy for Banner
3 Banner HR and Finance in 2015
4
Getting Ready for XE
5 Collaboration and Testing Opportunities
6 Questions and Answers
Banner HR
and Finance
powered by XE
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Ellucian Extensible Ecosystem (XE)
An innovative strategy grounded in common
principles, standards, and services that help
you leverage economies of scale across
your portfolio
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
The XE Strategy and Design Principles
Usability
Cloud Readiness/Scalability
Configuration over Customization
Extensibility
Features/Functions
XE Design Principles
Common Architecture
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Available Applications
– Banner
• Catalog
• Schedule
• Faculty Grade Entry
• Attendance Tracking
• Event Management
• Advising and Student profile
• Registration
• Employee Profile
– eTranscript APIs
– Ellucian Elevate
– Ellucian Mobile
– Ellucian Portal
– Institutional Performance Management
Applications in Development
– Banner
• Academic history, electronic gradebook
• Communication Management
• Position Description
• Purchase Requisition
– Banner HR, Position Control, General Forms Transformation
– Banner Finance Forms Transformation
– Ellucian Pilot
Applications Leveraging XE Strategy
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Example: Employee Profile
Greater Access and Efficiency
• Information is condensed and presented
in a push instead of pull method
“Wow—this is sleek, user
friendly, condensed, and
really, really nice! Can’t wait
to use it all the time.
Awesome!”
—Usability Testing, Summer 2014
Enhanced Usability
• Moving to a clean and modern look
and feel provides an improved user
experience throughout the product
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Employee Profile – Available now!
Provide employees with a more usable and informative view into
their personal, employment, and job related information
Greater Access and Efficiencies
• Moving to a clean, modern look
and feel
• Easier viewing and navigation to
information
• Improved user experience
New and Enhanced Functionality
• Introduce concepts of a dashboard
and profile
• Added manager features
• Inclusion of eight IDEA requests that
focused on paystub and leave balances
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Employee Dashboard
Brings together all of an employee’s current access points in
Employee Self-Service
My Profile
Photo, Name, Address, Phone, Email, Birthday,
Emergency Contacts, Employee
Status, Current Jobs, Employee
number, Manager, Hire Date
My Career
Job Summary/History, Pay Information, Earnings, Leave
Balances, Benefits and Deductions
My Activities
Time Entry, Leave Requests, Electronic
Personnel Action Forms, Salary
Planner, Faculty Load &
Compensation, Effort Reporting,
Labor Redistribution, Pay Stub Admin, Benefits Admin
My Team
Direct Report List, Confidential
Indicator, Email to employee, Link to Employee Profile
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Modernizing Banner
Administrative
Imperatives
• Technology—Remediate
Oracle Forms
• Usability—Consumer web
in high productivity mode
• Configuration and
Extension, not modification
Self-service
Imperatives
• Usability—Consumer
web for casual users
• Rich functionality,
evolving with Higher
Education
• Configuration and
Extension, not
modification
Integration
Imperatives
• API-based integrations
• Industrial Strength
Superhighways
• Configuration and
Extension, not
modification
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
1 Discovering patterns and perfecting our
design/build approach
2 Needed to learn how to ramp/train large
number of developers
3 Needed to abstract the new design
patterns into core platform for speed
4 Needed customer feedback on UI design
and extensibility approach
1 Began exploring technical acceleration
approaches—specifically code conversion
techniques
What Are We Doing to Accelerate
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Transformation Roadmap Strategy
HR Admin
Employee Profile HR Self Service
Finance Admin
Purchase Requisition FSS
Student (A/R, Fin Aid, Student, etc)
Admin
Registration SS Student SS, modular delivery
Budget Availability
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
XE Applied to Administrative Applications
Banner INB Modernized with XE:
• Eliminating Oracle Forms and Oracle Reports
• Delivers new Java-based administrative pages
and reports
• Positons for cloud delivery
• Introduces Notification Center
• Provides enhanced navigation for a seamless
experience
• Provides consistent look and feel across Banner
• Eases upgrade process
• Leverages your database, your business rules and
your data.
It’s YOUR Banner
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Header section has:
• Institution name, User name, Sign Out, Preferences, and Help
• Go to…, and Tools
• Notification Center and page utilities (feature icons)
Section Headers:
• Expand or collapse and take action
Usability improvement examples
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Human Resources Transformation Beta Testing Customer Development Partners
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
XE Applied to Self-Service Applications
Self-Service Modernized with XE
• Mobile first approach
• Responsive design technology
• Task oriented features
• Accessed directly from your browser
and/or Ellucian Go
• Allows you to take Banner with you to
make better business decisions
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Position Description underway
Goal: Manage the creation, editing, routing,
and approval of position descriptions
Replace paper-based, manual processes
Improve efficiencies for key stakeholders
Enable connections with Recruiting systems
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Finance Purchase Requisition
Ease of Use and Configuration
• Intuitive look ups that only return active
and valid results
• Configuration to allow you to display field
names and FOAPAL elements to fit your
institution
“Someone can pick up their
phone and use it with hardly
any training”
—Usability Testing, February 2015
Intuitive User Experience
• Step-by-step prompts walk you through
the process to completion
• Modern look and feel
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Finance Purchase Requisition
Take Action:
• Create a requisition
• Continue working on
an in-process (draft)
requisition
• View the status of a
requisition pending
approval
• Copy a completed
requisition
• Approve a
requisition
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
XE for Banner Human Resources, Position Control, and Employee Self-Service
Banner Database
Banner 8 INB
Banner 8 Self-Service
Banner Position Control
powered by XE
Banner Human
Resources powered by
XE
Banner Employee
Self-Service powered by
XE
Database Extension
Utility (DBEU)
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
XE for Banner Financial Management
Banner Database
Banner 8 INB
Banner 8 Self-Service
Banner Purchase
Requisition Powered by
XE
Banner Budget
Availability Powered by
XE
Banner Journal Voucher
Processing Powered by
XE
Database Extension
Utility (DBEU)
Banner Finance
Powered by XE
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Path to Adopting XE Application
Common Steps
Run Database Extension Utility
(DBEU)
Plan for deployment
strategy
Deploy Banner application
powered by XE
Establish and deploy an
approach for Identity
Management
Leverage Extensibility
Deprecate and use baseline
functionality
Leverage extensibility
Program Mods in XE
Rewrite using XE technology
Set up and configure GIT
Least Effort/Complexity Greatest Effort/Complexity
All Clients
Many Clients
Fewer Clients
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Extensibility Strategy
• Eliminate (or at least greatly reduce
and simplify) rework associated
with upgrades
• Eliminate the need to modify source
code, but if necessary, make it easy
for continuous integration
• Provide a toolbox
• Make tools simple to use
Application Skinning
Aspect-oriented Programming
Code Repositories and Tools
External Business Rules
Menu Integration
Model Extension
Resource Bundle Editor
Single Sign On
UI Extensions
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Places to Find More Information
eCommunities
• Banner community
• White papers, webinars, documents, etc.
• Banner HR and Banner Finance communities
Roadmaps
• http://www.ellucian.com/Roadmaps/
Download documentation from the Support Center
Attend an Ellucian education class
Contact your Client Partner
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Your feedback is critical to our success!
Beta Testing:
• Banner Finance Purchase Requisition
– Hosted beta testing in early August for general availability in September 2015
• Banner Finance Administrative Forms Transformation
– Installation and testing opportunities to begin in fall for general availability in December
2015
Development Partner Groups:
• Web Time Entry/Leave Reports/Leave Requests
• Budget Availability Checking
• My Direct Deposit
• Journal Voucher Processing
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
47
Barbara Doane
Product Manager, Ellucian
4 Country View Road, Malvern, PA 19355 |
1.800.123.4567