© 2017 ELLUCIAN. 1

Upgrading to Banner 9

What You Need to KnowKari Branjord, Senior Vice President of Strategy and Product Management, Enterprise Resource Systems

John Kopcke, Senior Vice President and Chief Technology Officer

Jay Harrison, Senior Vice President, Professional Services

© 2017 ELLUCIAN. 2

Agenda

1 Ellucian Strategy and Banner 8 Update

2 Modernizing with Banner 9

3 Myth busters

4 New Possibilities: Ellucian Ethos and Cloud

5 Services and Resources for Your Upgrade

6 Our Joint Next Steps

© 2017 ELLUCIAN. 3

Ellucian Strategy and Banner 8 Update

Kari Branjord, Senior Vice President of Strategy and Product Management, Enterprise Resource Systems

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Enhancing every aspect of the modern connected institution

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S TAT E O F T H E AR T S O L U T I O N S

Enhanced

Features and

Functions

Usability and

Self-Service

Configuration

over

Customization

Extensibility

and Integration

Scalability/

Cloud Readiness

Ellucian Design Principles

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As a natural evolution of our portfolio,

Banner 8 Administrative Applications are moving to Sustaining Support

Key Dates:

• Banner 9 Administrative Applications complete as of Dec. 2016

• Banner 8 Administrative Applications:

• Maintenance Support ends Dec. 31, 2018

• Sustaining Support begins Jan. 1, 2019

• Oracle Forms and Reports 11gR2 extended support ends Dec. 31, 2018

It’s Time to Modernize

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Customers Continue to Receive:

Support from Action Line

analysts via the Ellucian

Support Center, email or

phone

Access to previously supplied

hot fixes and regulatory

updates

Full access to online content

such as knowledge base

articles, product

documentation, eCommunities

forums, and product

downloads

Ellucian Sustaining Support: What does it mean?

No Longer Providing New:

Regulatory Updates

Releases or Product

enhancements

Hot fixes, patches or

updates of any kind

Enhancement requests

© 2017 ELLUCIAN. 8

Modernizing with Banner 9

© 2017 ELLUCIAN. 9

Drive relentless

efficiencyModernize user

interfaces

Get Ready to Delight Your Students, Faculty and Staff

BUILT FOR TOMORROW. READY TODAY.

Innovate without disruption

On the go

Without training

Automating more than ever

Your fastest,

simplest and most

cost-effective path

to modernization

© 2017 ELLUCIAN. 10

What’s Available In Banner 9

• Banner General

• Banner Student

• Banner Human Resources

• Banner Finance

• Banner Financial Aid

• Banner Student Aid

• Banner Advancement

• Banner Accounts Receivable

Administrative

Applications

• Registration

• Student Advising

Profile

• Attendance

Tracking

• Faculty Grade

Entry

• Employee Profile

• Position

Description

Self-Service Applications

• Effort Reporting

• Labor

Redistribution

• Purchase

Requisition

• Direct Deposit

• Event

Management

• Communication

Management

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The Student Experience

Integrated academic

plan and registration

Decreased time to

graduation resulting in

lower student debt

Mobile experience for

increased engagement

Institutional information

meets students where

they are

Streamlined support

processes

More quality time with

advisor – less time

spent gathering

information

With Banner 9… Impact to Students

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New Capabilities for Student Engagement

Updated Registration New Holistic Student Profile

Structured

Registration

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Supporting Constituents On The Go With All Devices

Watches

Phones

Tablets

Ellucian Solutions Incorporate Mobility

and Web 2.0 into administrative

systems architecture

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Composite employee

profile

The Faculty Member Experience

Holistic student profile

More connected to

students and aware of

situational issues

Simplified grade entry

and attendance tracking

Time savings to focus

on teaching and learning

Streamlined procedures

make it easy to work for

the institution

With Banner 9… Impact to Faculty Member

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New Capabilities for Faculty Engagement

Simplified Attendance Tracking Simplified Grade Entry

Advisee Listing and

Class Roster

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The Administrative Staff Experience

Natural user

experience

Increased job

satisfaction, time

savings, and ability to

self-serve

Simplified methods

of communication

Stay better connected

across the institution

New capabilities

focused on streamlining

critical business

processes

Drive efficiencies with

automation and process

re-engineering

With Banner 9… Impact to Staff

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Banner Modernized - Administrative Applications

• Delivers new administrative pages and reports

• Provides consistent look and feel across Banner

• Provides enhanced navigation for a seamless experience

• Accessible technology

• Introduces Notification Center

• Eliminates Oracle Forms and Oracle Reports

• No Java applet required in the end user’s browser

• Eliminates the dependency on Internet Explorer -allows for full browser support (Chrome, Firefox, Safari, MS Edge)

• Eases upgrade process

• Leverages your database, your business rules and your data

• Positions for cloud delivery

It’s YOUR Banner

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Outstanding Experience for Administrators

Dynamic Lookups and Filtering

Navigation via

Universal Search,

Favorites, Recents

and more

Tablet-Friendly

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New Capabilities for HR Management

New Position Description

Management

Streamlined Labor Redistribution

Enhanced Effort Reporting

Consolidated Employee Profile

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New Capabilities for Financial Management

New Purchase Requisition 1-2-3 ProcessDirect Deposit Tools for

both Students and

Employees

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Communications Management

Key Features:

Features work

across the Banner

enterprise

Manages

transactional

connections to your

constituents using

Banner data

Set notifications or

reminders to register

for classes or when

tuition is past due

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The Technology Staff Experience

Extend your applications

without modifying the

source code

Ability to configure and

NOT modify

Delivered tool to

manage updates

Empower users with

latest greatest solution

capabilities

Adopt modern

technology platform

Opens the door to

exciting possibilities

Impact to StaffWith Banner 9…

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Extensibility

Key

Features:

Eliminate the

need to modify

source code

Non-disruptive

to integrations

or reporting

Simplify the

upgrade

process and

reduce

ownership costs

Theme Editor

Page Builder

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Customers are talking!

“The moment that I was able to sort on

sequence number, then have the ability

to replace the sequence numbers and

save in one transaction, it was as if a

light shined over my monitor with a

faint chorus in the background. I was

thrilled to see that improvement.”

Stephanie Boledovich, HR Systems

Manager, Lansing Community College

“Employee Profile is a modern way of

letting employees look at their own data

and do their job and they can take it

anywhere, because it is configured to

work on any device – laptop, tablet and

smartphone. Well done Ellucian! I love

it. It is so easy to set up even a cave

man can do it.”

Ali Penton, Software Application

Engineer, University of West Florida

“We went actually live with Registration for our early registration for the following

summer classes and it proved flawless. It worked with no problems and every

review we’ve had has been positive.”

-Delano Sweeney, Database Systems Manager,

Bluefield State College

Find more stories on eCommunities

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Myth busters

John Kopcke, Senior Vice President and Chief Technology Officer

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Banner 9 Upgrade – Myth busters

M Y T H FA C T

Upgrading to Banner 9 will be like a re-implementation.

The Banner database doesn’t change, and therefore your

data, business rules and configurations are constant –

therefore there is little downtime or integration disruptions.

Banner 9 requires a massive investment in hardware.

Many Banner institutions have the necessary space on their existing hardware. Since Banner 9 shifts away from database processing and now scales horizontally, it can be run on more cost-effective commodity hardware. The sizing guide was revised in Feb. 2017 with updated guidelines.

We will need to re-vamp our skill set / add Groovy Grails

skills to our team.

Banner 9’s extensibility and configurability are based on

familiar Page Builder tools, and won’t require in depth

Groovy grails or Java skill sets.

Upgrading is technically demanding.With Ellucian Solution Manager, upgrades are dramatically

simplified – “a push of a button” – to implement new

versions.

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Ellucian Solution Manager (ESM) is a no license fee software application to help

manage environments and software received from Ellucian.

It automates the Banner upgrade process and provision new environments.

Ellucian Solution Manager (ESM)

Displays the latest installed

version of each application

and available upgrades

Instantly identifies application

dependencies needed for

selected upgrades,

dramatically reducing upgrade

planning time

Reduces downtime during

installation

Eliminates common upgrade

issues caused by missed

upgrade steps, typos, etc

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Customers are Adopting ESM

“With Ellucian Solution Manager, we pushed a button. It says you need X, Y, Z; it loads X,

Y, Z. Eight minutes later we were done. I was up and ready in eight minutes on HR.

Frankly between HR, General, Finance, Registration, and Student, it has taken us

less than an hour total to deploy those. It has taken me less than an hour to also

deploy faculty, grade book, and attendance tracking there.”

Rick Besch

Chief Technology Officer

Tyler Junior College

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New Possibilities: Ellucian Ethos and Cloud

© 2017 ELLUCIAN. 30

Banner 9 Enables You to Leverage the Ellucian Ethos Platform

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Ellucian Ethos Data Model

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Ellucian Analytics

Key Features:

Pre-defined roles based on the world of higher education

Analytic concepts targeting key questions & role responsibilities

User experience to create a guided path of information discovery

Share & collaborate with others who share common needs

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Automates reviews and approvals

between heterogeneous systems

across your institution

Easy to use drag and drop

functionality

Accessible anywhere via the web,

tablet and mobile device

Ellucian Workflow

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Ellucian supports over 1500 deployments with our Cloud solutions on AWS

infrastructure

Institutions can spend more time on business-critical projects instead of

“keeping the lights on”

Best in Class Cloud Infrastructure Available

Applications

Secure

Elastic

Reliable

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Services and Resources for Your Upgrade

Jay Harrison, Senior Vice President, Professional Services

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Core Upgrade Services

• Technical Planning Workshop

• Functional Consultant support

• Banner 9 Essentials:

o Ellucian Solution Manager

o Required Upgrades

o Tomcat App Server

o Non-prod deployment

o Admin Pages

Also Available:

• Application Navigator

• Ethos Identity

• Product Support

Banner 9 Upgrade Services

Forms Modification Services

• Free automated assessment of

forms modification services hours

requirements

• High capacity team to conduct

forms transformation

• Offered at discounted rate

Education Workshops / Classes

• Dozens of low cost remote education

classes for Banner 9 basics

• On site 4-day workshop for

Extensibility Training

The vast majority of customers will be able to upgrade

for less than $200K in services spend

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Banner 9 Education Classes

Ellucian Solution

Manager

2/6 – 2/10/2017

2/27 – 3/3/2017

3/17 – 3/18/2017 @ Ellucian

Live Pre-Conference

4/24 – 4/28/2017

6/5 – 6/9/2017

6/19 – 6/23/2017

8/7 – 8/11/2017

8/21 – 8/25/2017

10/16 – 10/19/2017 @Ellucian Learn

Ethos Identity Service

3/27 – 3/30/2017

5/8 – 5/11/2017

7/10 – 7/13/2017

9/11 – 9/14/2017

Banner SSO Manager

3/31/2017

9/28/2017

Application

Navigator

4/10 – 4/14/2017

5/22 – 5/26/2017

7/24 – 7/28/2017

9/25 – 9/29/2017

Banner 9

Administrative Apps

3/17/2017 @ Ellucian Live

Pre-Conference

4/13/2017

5/25/2017

7/27/2017

9/28/2017

10/16/2017 @ Ellucian Learn

Register at: ellucian.com/Support-and-Training/Course-Catalog/

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Banner 9 Guide is Available at www.ellucian.com/banner9guide

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Join us at Ellucian Live 2017! March 19 – 22 in Orlando, FL

• Dedicated personnel on hand to discuss your upgrade initiative

• Nearly 200

Banner sessions

by customers

• Over 100 Banner

sessions from

Ellucian

© 2017 ELLUCIAN. 40

Modernized Banner Enables Your Constituents To Efficiently

and Effectively Engage

Drive relentless

efficiencyModernize user

interfaces

BUILT FOR TOMORROW. READY TODAY.

Innovate without disruption

On the go

Without training

Automating more than ever

Your fastest,

simplest and most

cost-effective path

to modernization

© 2017 ELLUCIAN. 41

Visit the Banner 9 Guide

Run your Forms Modification Analysis (immediately)

Engage with your Ellucian account executive

Join us at Ellucian Live

Participate in education classes as needed

Plan for resources in 2017 and 2018

Our Joint Next Steps

© 2017 ELLUCIAN. 42

Kari Branjord

John Kopcke

Jay Harrison

Thank You!