banner finance: the road to ellucian xe - university of...

Banner Finance: The Road to Ellucian XE

Barbara Doane

Product Manager, Banner Financial Management

Ellucian

March 17, 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.


Agenda

1 What’s New in Banner Finance?

2 Ellucian Extensible Ecosystem

3 Banner Transformation in 2015

4

Getting Ready for XE

5 Questions and Answers

Banner

Finance: The

Road to

Ellucian XE

What’s New in Banner Finance?


Banner Finance 8.10 and Finance Self-Service 8.7

Delivered over two months ahead of

schedule on August 22, 2014. This release

was the last 8.x release to contain functional

enhancements to support a release theme.

Going forward our enhancements will be

developed in the XE platform

We will continue to support critical defects

and regulatory updates in the 8.x

environment for the foreseeable future


Control and Compliance Theme

Collaboration Leads to Enhancement

• With each 8.x release of Banner Finance we worked with our customers

serving on advisory boards to develop a release theme, a collection of

enhancements and defect corrections focused in one area of the product.


Control and Compliance Theme

Community Source Initiative: Feed Approval Process

Check Cancellation Enhancements

Bank Reconciliation Process

Receiving Matching Process

39 Defect Corrections


Special Thanks to our 2014 Banner Finance Customer Advisory Board Members


And to our 2014 Banner Finance Community Source Functional Review Committee!

Chairperson

Richard London

McGill University

Members

Trevor Batters

University of Saskatchewan

Stacy Cornelius

Brandman University

Bill Dickerson

San Jacinto Community College

Amy Douglas

Auburn University

Jeff Hagins

Texas Tech University

Jim Klaiber

Oberlin College

Angela Kolhoff

Lansing Community College

Rob Lopresti

Swarthmore College

Linda Marra-Thompson

Rensselaer Polytechnic Institute

Evelyn Michaud

University of Illinois

Wendell Vest

Virginia Tech

Carole Wilson

University of N Carolina Wilmington


More Information on eCommunities!

Ellucian Extensible Ecosystem


Ellucian Extensible Ecosystem (XE)

An innovative strategy grounded in common

principles, standards, and services that help

you leverage economies of scale across

your portfolio


The XE Strategy and Design Principles

Usability

Cloud Readiness/Scalability

Configuration over Customization

Extensibility

APIs/Integration

XE Design Principles

Common Architecture


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


Extension, not

modification

Integration

Imperatives

• API-based integrations

• Industrial Strength

Superhighways


Extension, not

modification


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

Applications Leveraging XE Strategy


Employee Profile


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


Employee Profile Development Partner Group


Banner Finance Purchase Requisition

• Mobile First Approach

• Self-Service applications are redesigned with

the mobile phone in mind

• Allows you to carry Banner with you to make

better business decisions

• Scales correctly on a larger screen with

responsive design technology

• Accessed directly from your device’s browser


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


Deliver an Intuitive User Experience

• Users should be able access the application and know what to do

without training

• Step-by-step prompts walk you through the process to completion

• Intuitive look ups that only return active and valid results to you

• Configuration to allow you to display field names to fit your institution

• Modern look and feel

• Targeted for delivery in September!


Purchase Requisition Development Partner Group

Banner Transformation in 2015


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


The Transformation

Improved power user experience through a simplified user

interface

Enables greater efficiencies through modern technology

Continues to leverage your specific business rules

It’s YOUR Banner!


Identification – Person Information


Identification – Address information


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


Tablet view


Banner Human Resources Transformation Beta Partners

Getting Ready for XE


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


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


Editing Tool for Colors, Fonts, etc.


Editing Tool for User Interface Text


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


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

http://www.ellucian.com/Roadmaps/


39

Barbara Doane

Ellucian

[email protected]

4 Country View Road, Malvern, PA 19355 |

1.800.123.4567

mailto:[email protected]

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