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BANNER OVERVIEWBANNER OVERVIEWUNIVERSITY SENATEUNIVERSITY SENATESEPTEMBER 5, 2006SEPTEMBER 5, 2006

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ObjectivesObjectives

Reasons for conversionReasons for conversion TimelineTimeline Actual conversionActual conversion Banner advantages/disadvantagesBanner advantages/disadvantages Outstanding issuesOutstanding issues

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Banner ConversionBanner Conversion Previous system, PLUS software runs on Previous system, PLUS software runs on

outdated mainframe computer and vendor will outdated mainframe computer and vendor will discontinue software supportdiscontinue software support

Financial incentives – waived $3M in software Financial incentives – waived $3M in software license fees and maintenancelicense fees and maintenance

Conversion from SSN to University IDConversion from SSN to University ID Primarily 24/7 accessPrimarily 24/7 access Integrated database systemIntegrated database system Over 1,000 Higher Ed clients and 300 converting Over 1,000 Higher Ed clients and 300 converting

from PLUS to Bannerfrom PLUS to Banner

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TimelineTimelineFinance – October 1, 2005Finance – October 1, 2005Human Resources – July 1, 2006Human Resources – July 1, 2006 Student – Fall, 2007Student – Fall, 2007

June, 2006 -1June, 2006 -1stst time freshmen applications time freshmen applications Nov, 2006 – Courses loaded into BannerNov, 2006 – Courses loaded into Banner April, 2007 – Students register for Fall 07 in BannerApril, 2007 – Students register for Fall 07 in Banner July, 2007 – Fall ’07 billing in BannerJuly, 2007 – Fall ’07 billing in Banner Dec, 2007 – Fall ’07 grading in BannerDec, 2007 – Fall ’07 grading in Banner

Financial Aid – February, 2007 Financial Aid – February, 2007

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Banner Finance and HRBanner Finance and HR 2 Versions available through AU Access 2 Versions available through AU Access

(Luminis Portal) (Luminis Portal) Banner Self-Service (SSB)Banner Self-Service (SSB)

Use for transaction approval, budget queries for accounts Use for transaction approval, budget queries for accounts other than grant accounts, quick download of financial other than grant accounts, quick download of financial information into Excel, employee self-service, EPAF information into Excel, employee self-service, EPAF approvals approvals

Banner Admin Banner Admin Must use to obtain project-to-date balances on grant Must use to obtain project-to-date balances on grant

accounts and general ledger balances and transactionsaccounts and general ledger balances and transactions Special navigation, very robust with many query and Special navigation, very robust with many query and

reporting featuresreporting features

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ConversionConversion Implementation methodology prescribed by Implementation methodology prescribed by

SunGard (software vendor)SunGard (software vendor) SunGard Project Manager onsite during SunGard Project Manager onsite during

implementation, as well as full-time AU Project implementation, as well as full-time AU Project ManagerManager

Teams for each component staffed with Teams for each component staffed with functional and technical personnel (also Security functional and technical personnel (also Security team, AUAccess team and Software team) team, AUAccess team and Software team)

80-100 AU employees actively involved in 80-100 AU employees actively involved in implementation without release timeimplementation without release time

Oversight, Steering and Executive committees Oversight, Steering and Executive committees also in placealso in place

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AdvantagesAdvantages

24/7 access – important for students24/7 access – important for students Elimination of use of SSN as identifier for Elimination of use of SSN as identifier for

students, employees, retirees, vendorsstudents, employees, retirees, vendors Through AUAccess, Through AUAccess, single sign-onsingle sign-on for all for all

modulesmodules Integrated data base, eliminates Integrated data base, eliminates

redundancies and inconsistencies redundancies and inconsistencies Electronic workflow possibilitiesElectronic workflow possibilities

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DisadvantagesDisadvantages

Data entry is more cumbersome in Data entry is more cumbersome in FinanceFinance

Reporting is different, structure is different Reporting is different, structure is different and learning curve is steepand learning curve is steep

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Tabs

1010Report Delivery

Reference & Policies

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Next StepsNext Steps Xtender – imaging and document management Xtender – imaging and document management

system will integrate with all Banner systems to system will integrate with all Banner systems to provide opportunity for electronic workflow and provide opportunity for electronic workflow and electronic access to recordselectronic access to records

Identity Management – consolidated effort will Identity Management – consolidated effort will better manage students and employees in the better manage students and employees in the system (identity protection, security, access)system (identity protection, security, access)

More training More training

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QUESTIONS?QUESTIONS?