banner human resources and finance: the road to ellucian xe hr_finance...banner human resources and...

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.


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

Ellucian Extensible

Ecosystem (XE)


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

Features/Functions

XE Design Principles

Common Architecture


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


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


Current Employee Self-Service Menus


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


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


Employee Profile


Tablet and Mobile Ready


Development Partner Group

Accelerating Banner


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


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


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

Banner HR and Finance in 2015


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


Identification – Person Information


Identification – Address information


Identification – Biographical information (U.S.)


Position


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 Testing Customer Development Partners


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


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


Position Description actions

32


Development Partner Group


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



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


Purchase Requisition Development Partner Group

Getting Ready for XE


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)


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


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


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


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/

Collaboration and

Testing Opportunities


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

Questions & Answers


47

Barbara Doane

Product Manager, Ellucian

[email protected]

4 Country View Road, Malvern, PA 19355 |

1.800.123.4567

mailto:[email protected]

banner human resources and finance: the road to ellucian xe hr_finance...banner human resources and...

Documents