What is this thing called Banner?John StrotherDirector of IT Programming

The what…What is Banner?

◦Enterprise Resource Planning (ERP) software SAP PeopleSoft Oracle Applications Datatel

◦What resources? Students Classes Faculty & Staff Finances (i.e. money)

And the who…Who is SunGard Higher

Education?◦Formally SCT (now SGHE)◦Part of SunGard, a software and

technology company (high availability and finance)

◦SGHE provides software and services to over 1,600 institutions worldwide

◦2,600 employees◦PowerCampus, fsaATLAS, Infinity

Process Platform (business process engine)

Technology StackBanner runs on Oracle productsOracle has more than 370,000

customers worldwideIndustry-leading database

◦Performance, security, scalabilityTools (such as Oracle Forms) to

build applicationsProgramming languages (PL/SQL,

C, Cobol)

Banner is INB & EagleNetBanner functionality accessed in two ways:

◦ Internet Native Banner Method used by most business users Most - if not all - Banner functionality available

◦EagleNet Self-Service Applications Used by most of us “non-Banner” users Student registration, grading, employee benefits, W2’s

◦Different technology, different applications (think upgrades, patches, functionality, testing, bugs)

◦Banner system for each (Student, Finance, etc.)

Banner SystemsOrganized by Function (student,

finance, HR, Finaid)Each system has many modulesSeparately purchased and licensedSGHE releases major version (i.e.

Banner8) with systems at individual levels◦Student 8.4◦HR/Payroll 8.4.1◦Finance 8.5◦Financial Aid 8.10

StudentComprehensive solution for

student administrationPrimary functions are scheduling,

registration, accounts receivable and academic history

One of the largest Banner systems organized into fourteen modules

Help with unused modules through PIA

Student cont.Course Catalog, class schedule,

general person, faculty load, location management and housing, recruiting, recruiting, admissions, general student, registration, accounts receivable, academic history, CAPP, system management

Student cont.NWACC uses Banner Student for:

◦Building catalogs◦Creating class schedules◦Adding student information◦Recruiting students◦Registering students◦Admissions◦Academic history (grades, academic

records)

Student cont.New and future stuff

◦DegreeWorks – comprehensive set of web-based academic advising, degree audit and transfer articulation tools

◦Online Admissions – allows prospective students to complete and submit applications for admission online (EagleNet)

◦Enrollment Management Suite – technology-assisted recruiting and admissions, retention and alumni relations solution

FinanceComprehensive, integrated

system to track, maintain, and process all financial data

Includes eleven modules:◦General Ledger, Finance Operations,

Stores Inventory, Purchasing and Procurement, Accounts Payable, Budget and Position Control, Fixed Assets, Cost Accounting, Endowment Management, Accounts Receivable, Research Accounting

Finance cont.New and future stuff

◦Banner Travel & Expense Management Manage policies, authorize expenditures,

process reimbursements, manage approvals

◦Purchasing and Procurement Requests for goods & services,

ordering/buying, receiving, bids/contracts e-Procurement (SciQuest HigherMarkets

front end)

◦Budgeting and Position Control Module Facilitates budget preparation integrated

with HR

Financial AidPerforms tracking, budgeting,

need analysis and packagingComponents include:

◦Applicant record creation, requirements tracking, student budget assignment, funds management, disbursement, award history/transcripts, direct lending, electronic data exchange, reporting, loan processing and return of Title IV fund information

Financial Aid cont.NWACC uses Banner Financial Aid

for:◦Applicant Processing

Day-to-day processing of student financial aid info

◦Requirements Tracking Define documents students need to

submit

◦Packaging and Disbursement Group students by level and award as a

unit

Financial Aid cont.New and future stuff

◦Fully use Student Employment module Referral, placement, hours submission,

and tracking functions for student employees

Work authorization and departmental time reports

Human Resources SystemIncludes Human Resources,

Position Control and PayrollSupports employment and

compensation◦Budget preparation and monitoring◦Position control and staffing◦Payroll processing◦Administration of benefits and leave

HR cont.Applicant tracking and Talent

Management◦Using PeopleAdmin

NWACC uses Banner HR for:◦Recruiting, compensation, benefits,

evaluations and FMLA◦View pay stubs, benefit information,

update office information and salary planner (EagleNet)

HR cont.New and future stuff

◦Faculty Load and Compensation (FLAC) Merges information in Banner Student and HR

(EagleNet) to help manage faculty workload

◦Electronic Personnel Action Forms (EPAF) Accommodate a more efficient signature

process (INB and EagleNet)

◦Web Time Entry Electronic approvals of time entered

(EagleNet)

◦Talent Management Suite Offered as SaaS

Banner GeneralContains modules common to all

Banner systems◦Job Submission – running of reports

and processes◦Population Selection – allows

extraction of people, vendors or organizations for use in reports, processes and letters

◦Letter Generation – Define extract variables, build paragraphs, and merge data into a formatted letter

General cont.New and future stuff

◦Banner Enterprise Identity Service (BEIS) Support and automate user provisioning to/from

Banner Provides a standard identity definition

◦Mass Data Update Utility (MDUU) Business tool to quickly and easily develop batch

updating processes

◦Supplemental Data Engine (SDE) Simple way to add data fields to Banner Forms

(without customization!)

◦Web Services Supports a service-oriented architecture to facilitate

integration with external systems

WorkflowA workflow automates a work

activity process◦Users determine the rules that affect

the processCreating a workflow involves five

phases:◦Analyze, develop, implement,

execute and monitor◦Process must be formalized

Workflow cont.Some NWACC workflows:

◦Technology Access Form◦Technology Services Project Request◦Employee Change Notification◦Work Study Request◦Name Change◦Terminate Employee◦Faculty Grade Change◦Refund Appeal

Banner AdvancementNot currently being usedHandles day-to-day activities of

advancement and development offices◦Tracks pledges◦Records gifts◦Program planning and evaluation◦Volunteer management◦Prospect tracking◦Matching gift processing

Other SystemsBanner is the source (central record)

for:◦BlackBoard◦Ad Astra Room Scheduler◦AdvisorTrac (web-based advising system)◦Advocate (student conduct)◦NaceLink CSM (career services manager)◦Koha (Library catalog system)◦Clancy Systems (parking ticket system)◦my.nwacc.edu (portal)

CampusEAI

Other SGHE PartnersEvisions

◦SunGard Higher Education is reseller and strategic partner Training and Installation Remote Report Development

◦FormFusion – transforms Banner output into digital documents

◦ IntelleCheck – securely supports check printing and routing directly from Banner

◦Argos – enterprise reporting solution for ad hoc queries, advanced dashboards and data cubes

The Near FutureINB get’s a new look – Project Horizon

◦Why? Oracle Forms is starting to look outdated “Old” technology

◦Oracle Forms = Proprietary product (Oracle)◦OpenSource Products◦Groovy & Grails

Modern web based user interface Dynamic language for Java Virtual Machine

(Groovy) Web Framework (Grails)

◦Most functionality released in Banner 9

On the HorizonCatalog and Schedule in Q3 2011Same screen namesSimilar keyboard navigationQuick Flow will be supported in

future releasesData Extract will still workNWACC in 2012?

All things Banner…Arkansas Banner User Group

(ABUG)Hosted for first time at NWACC

◦September 27 & 28◦Call for presentations!

SGHE Commons◦ http://www.edu1world.org/

commonsSunGardHE/

Community Source Initiative◦https://csicode.sungardhe.com/gf/

Thanks!