20
Administration and Finance (A&F) A&F Information Systems Management (AFISM) Executive Briefing #1 February 21, 2007 “Banner Implementation”
Administration and Finance (A&F)A&F Information Systems Management (AFISM)
Executive Briefing #1 February 21, 2007
“Banner Implementation”
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
Today’s Purposes: Banner Update
• Planning For Implementation• And Beyond
Changing Account Codes Other Announcements
Banner Implementation & Impact: ConnecTech: Name of the project to replace
TechSIS, TechFIM, TecHRIS
SunGard Higher Education: The vendor
Banner: The Web Based Information System purchased by Texas Tech
• The Student Module replaces TechSIS• The Finance Module replaces TechFIM• The HR Module replaces TecHRIS• Add-ons for reporting, portal access, document imaging
Texas Connection Consortium (TCC): State of Texas User Group for regulations and legislative directives.
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
Banner Responsibilities Administration and Finance (A&F)
• Finance Module (incl. e-procurement, travel, etc)• Human Resource Module (incl. e-PAF, Payroll)• Budget Prep
Enrollment Management• Student Module
TTU System IT• Xtender – Document imaging• Luminus – Portal access
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
Banner Management Team Banner Project Team:
• Max Ahmad, AFISM, Project Manager• Thom Davis, AVP Financial Affairs, Finance Team Leader• Janet May, AVP Human Resources, HR Team Leader• Beverly Cotton, AVP Budget• Charlie Stallings, AVP Business Affairs (interim)
AFISM – A&F Support Services• Communications and Training• System Security, IDs and Passwords• COGNOS Reporting Tool and End-user Training• www.depts.ttu.edu\afism
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
What is this Executive Briefing? An Executive-level “Summary”
• Banner Implementation• Disseminate information, too long for a SAC meeting• Announce a campus initiative that involves division
and college resources• Open for questions• Scheduled periodically, as needed
versus an Executive Memorandum• E-updates may require feedback• February 12, 2007 memorandum to SAC
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
Why one representative? Top-down executive involvement
• Manage resources: the right person to the right event at the right time to be ready for implementation
Campus community meetings to follow• Detail presentation• Discussion wanted• April 2-6 following this briefing
WANTED: One executive representative!• A SAC-level contact person• Has the ear of the SAC executive• Can communicate/mobilize the college or division• Your “Banner Project Manager”
o Guides division or college to implementationo Post implementation review and respond
• Reply by: March 5, 2007
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
Advance Communications• Your division or college is “in the know”
Involve knowledgeable Business Managers• Volume or complex users nominated by A&F• Pilot training in specific process (e-PO, ePAF, etc.)• Participate in “break the system” testing
Develop Early Expertise• Before the training period begins• Develop process “experts” or “go to” support in your
division or college• Create internal discussion groups led by your staff for
your staff?• Maximize internal expertise before implementation
BEST – Banner Executive Strategist Team!
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
A BANNER DIFFERENCE:
Chart of Accounts Codes
Account Number (Fund, Area, Organization)
Expense Object and Sub-Object Codes
Revenue and Sub-Revenue Source Codes
Department and Division Codes
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
Banner Difference: Banner is more transparent than TechFIM Discontinue TechFIM Codes:
• Account Number (Fund, Area, Organization)• Expense Object and Sub-Object Codes• Revenue and Sub-Revenue Source Codes• Department and Division Codes
Introduce Multiple Charts of Accounts• T – Texas Tech University• H – TTU Health Sciences Center• S – TTU System
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
Banner uses the following codes: Fund (similar to Fund in the Acct #)
• Fund Area Orgn Organization (similar to dept code) Account (“natural” grouping, combines
Object/Sub-Object; combines Revenue/Sub-Revenue; and includes Balance Sheet Account codes)
Program (“functional” for compliance reporting)
And sometimes: Activity (TCC; special reporting?) Location (for property inventory)
NOT an Account Number: a FOAP or FOAPAL, as needed!
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
FOAPAL: FUND CODE
A Fund is a self-balancing set of accounts Identifies types of funding (E&G,
Designated, Auxiliary, etc.)• Identifies expenditure guidelines
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
FOAPAL: ORGANIZATION CODE Budgetary unit or departmental unit TechFIM/TecHRIS department code
• Y1P99• ASC99
Banner – a hierarchical organization• Institution• Division• Campus• Area• Unit• Department• Section
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
FOAPAL: ACCOUNT CODE Now incorporates multiple uses
• Sub-categories of revenue and expense• Revenue Source, Object Codes• Sub-totals (State Comp Objects)• Sub-revenue source, Sub-object Code
Organized for sight recognition and natural classifications
1. Assets2. Liabilities3. Control Accounts4. Fund Balance5. Revenues6. Salaries7. Other Expenditures8. Transfers9. ? Fund Entries
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
FOAPAL: PROGRAM CODE Coded in TechFIM on ORGN table Used for functional reporting
o Instructiono Researcho Public Serviceo etc.
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
FOAPAL: ACTIVITY CODE Optional Not hierarchical May be used to record and track special
events or departmental defined functions• Uses by TCC for the HR module may override this
functionality
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
FOAPAL: LOCATION CODE Optional Identifies physical locations Used with the fixed assets module
Other Announcements: The Coming Banner Environment
No modifications (?) for easier upgrades Vendor (SunGard) provides the upgrades TCC – Texas Connection Consortium Managing human and technology resources
The COGNOS reporting tool The current Travel System will be Banner-
ized and enhanced. For e-PO, SciQuest is under consideration Luminus Portal, a “My Banner”
Single Sign-on for all modules Access to reports, queries, data entry Task List and Messaging System
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
TODAY: What do we need from you?
Banner Project Manager • March 5
Communicate in your college or division• The impact chart for staff scheduling/planning• Account Codes will change• Presentations coming April 2-6, feedback by April 16• The Travel System will be Banner-ized and improved• COGNOS for ad hoc reporting• Luminis Portal for single sign-on, “My Banner”• AFISM, www.depts.ttu.edu\afism
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
Major headline statement seton two lines here First level bullet treatment here First level bullet treatment here First level bullet treatment here
• Second level bullet treatment
• Second level bullet treatment
– Third level bullet treatment
– Third level bullet treatment
A&F Information System Management (AFISM)Executive Briefing #1, Banner Implementation
