what is this thing called banner? john strother director of it programming
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What is this thing called Banner?John StrotherDirector of IT Programming
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The what…What is Banner?
◦Enterprise Resource Planning (ERP) software SAP PeopleSoft Oracle Applications Datatel
◦What resources? Students Classes Faculty & Staff Finances (i.e. money)
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And the who…Who is SunGard Higher
Education?◦Formally SCT (now SGHE)◦Part of SunGard, a software and
technology company (high availability and finance)
◦SGHE provides software and services to over 1,600 institutions worldwide
◦2,600 employees◦PowerCampus, fsaATLAS, Infinity
Process Platform (business process engine)
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Technology StackBanner runs on Oracle productsOracle has more than 370,000
customers worldwideIndustry-leading database
◦Performance, security, scalabilityTools (such as Oracle Forms) to
build applicationsProgramming languages (PL/SQL,
C, Cobol)
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Banner is INB & EagleNetBanner functionality accessed in two ways:
◦ Internet Native Banner Method used by most business users Most - if not all - Banner functionality available
◦EagleNet Self-Service Applications Used by most of us “non-Banner” users Student registration, grading, employee benefits, W2’s
◦Different technology, different applications (think upgrades, patches, functionality, testing, bugs)
◦Banner system for each (Student, Finance, etc.)
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Banner SystemsOrganized by Function (student,
finance, HR, Finaid)Each system has many modulesSeparately purchased and licensedSGHE releases major version (i.e.
Banner8) with systems at individual levels◦Student 8.4◦HR/Payroll 8.4.1◦Finance 8.5◦Financial Aid 8.10
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StudentComprehensive solution for
student administrationPrimary functions are scheduling,
registration, accounts receivable and academic history
One of the largest Banner systems organized into fourteen modules
Help with unused modules through PIA
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Student cont.Course Catalog, class schedule,
general person, faculty load, location management and housing, recruiting, recruiting, admissions, general student, registration, accounts receivable, academic history, CAPP, system management
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Student cont.NWACC uses Banner Student for:
◦Building catalogs◦Creating class schedules◦Adding student information◦Recruiting students◦Registering students◦Admissions◦Academic history (grades, academic
records)
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Student cont.New and future stuff
◦DegreeWorks – comprehensive set of web-based academic advising, degree audit and transfer articulation tools
◦Online Admissions – allows prospective students to complete and submit applications for admission online (EagleNet)
◦Enrollment Management Suite – technology-assisted recruiting and admissions, retention and alumni relations solution
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FinanceComprehensive, integrated
system to track, maintain, and process all financial data
Includes eleven modules:◦General Ledger, Finance Operations,
Stores Inventory, Purchasing and Procurement, Accounts Payable, Budget and Position Control, Fixed Assets, Cost Accounting, Endowment Management, Accounts Receivable, Research Accounting
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Finance cont.New and future stuff
◦Banner Travel & Expense Management Manage policies, authorize expenditures,
process reimbursements, manage approvals
◦Purchasing and Procurement Requests for goods & services,
ordering/buying, receiving, bids/contracts e-Procurement (SciQuest HigherMarkets
front end)
◦Budgeting and Position Control Module Facilitates budget preparation integrated
with HR
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Financial AidPerforms tracking, budgeting,
need analysis and packagingComponents include:
◦Applicant record creation, requirements tracking, student budget assignment, funds management, disbursement, award history/transcripts, direct lending, electronic data exchange, reporting, loan processing and return of Title IV fund information
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Financial Aid cont.NWACC uses Banner Financial Aid
for:◦Applicant Processing
Day-to-day processing of student financial aid info
◦Requirements Tracking Define documents students need to
submit
◦Packaging and Disbursement Group students by level and award as a
unit
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Financial Aid cont.New and future stuff
◦Fully use Student Employment module Referral, placement, hours submission,
and tracking functions for student employees
Work authorization and departmental time reports
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Human Resources SystemIncludes Human Resources,
Position Control and PayrollSupports employment and
compensation◦Budget preparation and monitoring◦Position control and staffing◦Payroll processing◦Administration of benefits and leave
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HR cont.Applicant tracking and Talent
Management◦Using PeopleAdmin
NWACC uses Banner HR for:◦Recruiting, compensation, benefits,
evaluations and FMLA◦View pay stubs, benefit information,
update office information and salary planner (EagleNet)
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HR cont.New and future stuff
◦Faculty Load and Compensation (FLAC) Merges information in Banner Student and HR
(EagleNet) to help manage faculty workload
◦Electronic Personnel Action Forms (EPAF) Accommodate a more efficient signature
process (INB and EagleNet)
◦Web Time Entry Electronic approvals of time entered
(EagleNet)
◦Talent Management Suite Offered as SaaS
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Banner GeneralContains modules common to all
Banner systems◦Job Submission – running of reports
and processes◦Population Selection – allows
extraction of people, vendors or organizations for use in reports, processes and letters
◦Letter Generation – Define extract variables, build paragraphs, and merge data into a formatted letter
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General cont.New and future stuff
◦Banner Enterprise Identity Service (BEIS) Support and automate user provisioning to/from
Banner Provides a standard identity definition
◦Mass Data Update Utility (MDUU) Business tool to quickly and easily develop batch
updating processes
◦Supplemental Data Engine (SDE) Simple way to add data fields to Banner Forms
(without customization!)
◦Web Services Supports a service-oriented architecture to facilitate
integration with external systems
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WorkflowA workflow automates a work
activity process◦Users determine the rules that affect
the processCreating a workflow involves five
phases:◦Analyze, develop, implement,
execute and monitor◦Process must be formalized
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Workflow cont.Some NWACC workflows:
◦Technology Access Form◦Technology Services Project Request◦Employee Change Notification◦Work Study Request◦Name Change◦Terminate Employee◦Faculty Grade Change◦Refund Appeal
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Banner AdvancementNot currently being usedHandles day-to-day activities of
advancement and development offices◦Tracks pledges◦Records gifts◦Program planning and evaluation◦Volunteer management◦Prospect tracking◦Matching gift processing
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Other SystemsBanner is the source (central record)
for:◦BlackBoard◦Ad Astra Room Scheduler◦AdvisorTrac (web-based advising system)◦Advocate (student conduct)◦NaceLink CSM (career services manager)◦Koha (Library catalog system)◦Clancy Systems (parking ticket system)◦my.nwacc.edu (portal)
CampusEAI
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Other SGHE PartnersEvisions
◦SunGard Higher Education is reseller and strategic partner Training and Installation Remote Report Development
◦FormFusion – transforms Banner output into digital documents
◦ IntelleCheck – securely supports check printing and routing directly from Banner
◦Argos – enterprise reporting solution for ad hoc queries, advanced dashboards and data cubes
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The Near FutureINB get’s a new look – Project Horizon
◦Why? Oracle Forms is starting to look outdated “Old” technology
◦Oracle Forms = Proprietary product (Oracle)◦OpenSource Products◦Groovy & Grails
Modern web based user interface Dynamic language for Java Virtual Machine
(Groovy) Web Framework (Grails)
◦Most functionality released in Banner 9
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On the HorizonCatalog and Schedule in Q3 2011Same screen namesSimilar keyboard navigationQuick Flow will be supported in
future releasesData Extract will still workNWACC in 2012?
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All things Banner…Arkansas Banner User Group
(ABUG)Hosted for first time at NWACC
◦September 27 & 28◦Call for presentations!
SGHE Commons◦ http://www.edu1world.org/
commonsSunGardHE/
Community Source Initiative◦https://csicode.sungardhe.com/gf/
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Thanks!