Banner XE Roadmap Kari Branjord VP, Product Management October 9, 2012
2 October 30, 2012
Roadmap Framing and 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.
Proprietary and Confidential
Transformative Technology
Major Trends in Higher Education
Proprietary and Confidential
Engaging Students
Accountability and Outcomes
Global Revenue Pressures and
Austerity
Education Access and Readiness
3 October 30, 2012
Resulting Higher Education Challenges • Revenue management: recruitment, retention, fundraising • Increasing enrollment, capacity, revenue generation • Tuition pressures and affordability
Funding Pressures
• Optimizing resources, containing costs • Process transparency, agility, improvement • Financial visibility, discipline, controls, metrics
Operational Efficiency
• Services and tools to keep learners on track • Diverse, flexible pathways to learning • Improving learning outcomes (retention, completion, etc.)
Student Success
• Timely, reliable, useful information for each stakeholder • Measuring and documenting performance, outcomes, compliance • Data-driven decisions and discovery-based planning
Accountability
• Faster, more flexible access to information and services • Managing and keeping up with pace of technology change • Education experiences that set your institution apart
Constituents’ Expectations
• Cultivating relationships with constituents of all types • Partnerships with donors, peer institutions, industry, etc. • Shared services, community source, resources, information, best practices
Engaging the Community
October 30, 2012 4
Proprietary and Confidential
Introducing Ellucian XE
Ellucian Extensible Ecosystem (XE)
� A vision for how we help institutions thrive during a time of dynamic change � An extensible and evolving ecosystem of solutions and services � An architectural strategy grounded in common principles and
standards � A portfolio approach that accelerates innovation � A better way for customers to evolve their technology environments
and protect their investments
Proprietary and Confidential October 30, 2012 6
Architecture Evolution Comparison
Oracle
Web Services Oracle Forms
Java App Server
Web Services
UniData Microsoft App Server
Microsoft
Power Users
Ap
Power Users
Common Architecture
Extending a Strong Administrative Foundation
Partners Banner XE Colleague XE PowerCampus XE
Self Service Admin UI
PORTAL / WEB SharePoint-based Liferay/Luminis
ANALYTICS
MOBILE
API’s / Web Services
Proprietary and Confidential October 30, 2012 9
Banner XE
From Horizon to Banner XE
� Ongoing efforts have taken several names, but end result is forward progression � 2009 new technology framework chosen (Java stack) � 2010 built initial platform/integration and shared vision with
customers � 2011 focus shifted to delivery proof points and more detailed
delivery roadmap � Banner Student Course Catalog and Student Schedule of Classes
� 2012 additional delivery proof points � Banner Faculty Grade Entry � Banner Events Management � Attendance Tracking � Alpha I Registration (Q4 2012)
� 2012 Banner XE roadmap unveiled with 2X investment level
Proprietary and Confidential October 30, 2012 11
Higher Education Challenges and Customer Strategic Priorities
Funding Pressures
Operational Efficiency
Student Success
Accountability
Constituents’ Expectations
Engaging the Community 12
28 September 2012 © 2012, All Rights Reserved - Confidential & Proprietary
Usability
Features / Functionality
Single Global Product
Configuration
Extensibility
Scalability
Cloud Delivery
Investments in Banner XE Doubling as Result
Usability
Configurability
Features & Functions
Extensibility
Scalability
Off-Premise
Global Product
Horizon/Banner9
Banner XE
Investment
Are
a of
Foc
us
2009-2012
Q4 2012 Forward
Qua
lity
2012 2013 2014 Jan-Jun Jul-Sep Oct-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec
,
Ellucian Roadmap Legend Fe
atur
es
Pre
view
/The
me
Tech
nolo
gy
AP
Is
80% 65% 50% Exploring
- This release is focused on quality
Features - This release is focused on
features and functions
Technology - This release is focused on architectural enhancements
- This release is focused on APIs
Example Feature
Quality APIs
Example Feature
Example Feature
Target deliverable: features, capabilities, architectural enhancements, etc. Color indicates confidence level
Release Theme: Summary level description of release scope or theme
Investment Category: Helps to group targets for any release into primary investment categories:
Example Feature
Confidence Level Legend: See definitions and disclaimers on next slide
Information presented here is subject to change at any time at the sole discretion of Ellucian and should not be relied upon in making any purchase decision
15 October 30, 2012
Confidence Level Definitions
We use the term confidence level to describe the likelihood that the items on the roadmap will be delivered at the dates shown on the timeline. There are many factors that impact our ability to predict delivery including but not limited to: • Customer priorities – Our releases are driven by customer feedback and prioritization. Sometimes the priorities change
due to any number of external factors. At any time, we may change the priorities in any given future release to better reflect our customers’ interests.
• Quality Targets – Each of our product releases undergoes a stringent quality assurance process prior to release. Should a particular capability not meet our quality targets, we may choose to defer that specific capability to a future release or not complete the development of that capability at all.
• Design Constraints – In response to customer feedback, we attempt to provide visibility beyond the next product release. In doing so, we share capabilities that reflect customer requests but have not gone through the technical design phase. In some cases, the technical design phase will reveal a larger level of effort and dependencies that make the original timeframe infeasible. Further, the design phase could reveal that the capability is not technically feasible at all or not cost effective resulting in abandonment of effort.
• Budget Cycles – For roadmaps that might include visibility beyond the current Ellucian fiscal year budget, all items are subject to financial progress against goals and the availability of funds for that particular project in future budget cycles.
• Engineering Forecasting Accuracy – All roadmap items are subject to some level of forecasting accuracy imprecision resulting in certain functionality pushing out to later releases on a roadmap timeline.
The further out the release date, the higher the likelihood that one or more of these factors will impact the accuracy of our roadmaps. That is why we clearly indicate less than 100% confidence for our next release even though it may scheduled to be released in the short-term, and why we use decreasing confidence levels for items that are further out on the roadmap.
Proprietary and Confidential
Banner Roadmap 2012 2013 2014 2015 2016
Jan-Jun Jul-Dec Jan - Jun Jul - Dec Jan - Jun Jul - Dec Jan - Jun Jul - Dec
Feat
ures
FI
/HR
Te
chno
logy
A
PIs
80% 65% 50% Exploring
Financial Aid
Accounts Receivable
Location Management
Faculty Load
General Person
Immunizations Change Major/Program
Program & Course Approvals
Late Withdrawal
Registration
Faculty SS
Academic History
Transcript
Student Self Service
Academic History
Registration Beta II
Registration Alpha II
Registration Beta I
Advising Self Service
Admissions & Recruiting Phase 1
Registration Alpha I
Event Management
Attendance Tracking
Petition/exception Processing
Universal Installer
Release System
Integrated CAS
Page Builder
Add Data Fields
Integrated Github Repository
Page Configuration/ Customization
Rules Engine
Communications Manager $$
Configurable Help
Security Administration
Business Process Manager
Person Model Admin Form Replacement
Validation Form Replacement
Job Submission Replacement Platform APIs
Advising Roster
Graduation
Course/section
Class Schedule
Student Info
Submit Grades
Registration
Registration Related
Student finance
Transcript Module Specific APIs
Domain APIs
Supporting APIs Self-service Self-service Self-service
Information presented here is subject to change at any time at the sole discretion of Ellucian and should not be relied upon in making any purchase decision
Self-service
Degree Audit Transfer
Transfer Articulation
Recruitment & Admissions Phase 2
October 30, 2012
Fee Assessment
Graduation
Banner Roadmap 2012 2013 2014 2015 2016
Jan-Jun Jul-Dec Jan - Jun Jul - Dec Jan - Jun Jul - Dec Jan - Jun Jul - Dec
Ad
Feat
ures
FI
/HR
Te
chno
logy
A
PIs
80% 65% 50% Exploring
Registration
Faculty SS
Academic History
Transcript
Student Self Service
Academic History
Registration Beta II
Registration Alpha II
Registration Beta I
Advising Self Service
Registration Alpha I
Attendance Tracking
Universal Installer
Release System
Integrated CAS
Page Builder
Add Data Fields
Integrated Git Repository
Page Configuration/ Customization
Platform APIs
Advising Roster
Graduation
Course/section
Class Schedule
Student Info
Submit Grades
Registration
Registration Related
Transcript
Supporting APIs Self-service Self-service Self-service
Information presented here is subject to change at any time at the sole discretion of Ellucian and should not be relied upon in making any purchase decision
Self-service
October 30, 2012
• Registration • Academic
History • Self-Service
• Students • Faculty • Advisors
Banner Student Roadmap Highlights Highlight Value
Extensibility Framework Durable modifications, configurations, customizations, and integrations result in: � Increased flexibility of the student information system to
meet the unique needs of each institution � Reduced implementation and support costs
Attendance Tracking Support the following institutional imperatives: � Regulatory compliance with student aid and/or homeland
security requirements � Student success in the classroom
Registration � Improve student success via engaging the student in the planning process and easing the friction in the administrative process
� Enable more flexible academic models � Increase satisfaction with administrative systems for
students, faculty, and advisors through improved user experience including tablet support
Advisor Self-Service � Improve student success through better support for advisors.
� Enable administrators to better serve their internal audience.
October 30, 2012 Proprietary and Confidential
Summary
� Banner XE is about evolution � It’s about evolving the solution and technology platform
to support the needs of institutions for decades to come � Banner XE is about taking advantage of new
capabilities sooner and with less disruption � It’s about implementing the functionality you want at
your own pace � Banner XE is more than a UI uplift
� It’s about delivering the most feature rich and globally complete solution
Need to work with KB
Proprietary and Confidential October 30, 2012 19
Proof Points
Enhanced A/R Capability
Streamline to allow/support decentralized processing
Scale to support Massive Open On-line Courses (MOOCs)
Meet student’s expectations for speed
Ability to support massive multi-channel Comms.
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Funding Pressures
Operational Efficiency
Student Services
Accountability
Constituent Experience
Communication Collaboration
mods
Registration
eval, Alpha 1 —
Reduced phone calls,
support Admissions Processes
Rules Engine Customization
Business Process Mgmt
Reduced Git APIs
Reduced skill set needed to
support
Performant Applications Virtualization
SSO
Financial Aid Need Analysis
Consolidated Workflows, e.g. Event Mgmt and
FGE
Added SS for Event
Attendance Tracking
BPM, automate processes
Communication Mgr
Testing scripts
UMN usability
goals
Link to planning, academic
model flexibility Support for advisor persona
Academic models
Communication Mgr.
Better integration with systems in the
ecosystem
Outcome data BPM
transparency in process
KPI in cloud
Future Proofing The UI
pyramid
SS — any time, any where
Appropriate language
Why APIs matter, the UI
story Diversity of practice = flexibility
Attendance Tracking
Comm. Mgr.
API based Integrations
Faculty Grade Entry
Banner XE Delivers
Class Schedule
Course Catalog
Event Management
9/2011
2/2012
9/2011 Faculty
Grade Entry
1/2012
Attendance Tracking g
9/7/12
Proprietary and Confidential
Proprietary and Confidential
Faculty Grade Entry
1/2012
Proprietary and Confidential
Attendance Tracking
9/2012
Events Management
Proprietary and Confidential
Events Management
2/2012
Proprietary and Confidential
Course Catalog
9/2011
Proprietary and Confidential
Student Class Schedule
9/2011
Enhanced A/R Capability
Streamline to allow/support decentralized processing
Scale to support Massive Open On-line Courses (MOOCs)
Meet student’s expectations for speed
Ability to support massive multi-channel Comms.
�������� ���� ��� ����������
�������������� � ����� ������ ���� ������������ ���������� ���� �����
Funding Pressures
Operational Efficiency
Student Services
Accountability
Constituent Experience
Communication Collaboration
mods
Registration
eval, Alpha 1 —
Reduced phone calls,
support Admissions Processes
Rules Engine Customization
Business Process Mgmt
Reduced Git APIs
Reduced skill set needed to
support
Performant Applications Virtualization
SSO
Financial Aid Need Analysis
Consolidated Workflows, e.g. Event Mgmt and
FGE
Added SS for Event
Attendance Tracking
BPM, automate processes
Communication Mgr
Testing scripts
UMN usability
goals
Link to planning, academic
model flexibility Support for advisor persona
Academic models
Communication Mgr.
Better integration with systems in the
ecosystem
Outcome data BPM
transparency in process
KPI in cloud
Future Proofing The UI
pyramid
SS — any time, any where
Appropriate language
Why APIs matter, the UI
story Diversity of practice = flexibility
Attendance Tracking
Total Cost of
Ownership
Comm. Mgr.
API based Integrations
29 28 September 2012
Total Cost of Ownership
Initial Purchase
Implementa-tion
End User Support
Modifica- tion(s)
Ongoing Support of Modifica- tions
© 2012, All Rights Reserved - Confidential & Proprietary
TCO
What Drives The Cost Of Modification?
Initial and Continued Expense
Skillset / Learning
Curve
Recoding
Retesting e
Monolithic Upgrades
Initial Development
28 September 2012 © 2012, All Rights Reserved - Confidential & Proprietary 30
Configuring to Match Your Look and Feel
31 October 30, 2012
Banner ships with defaults . . . • Colors, fonts, graphics, etc. • Field labels, tab labels, button text, column headers, etc. • Easily change availability of a page on menus per persona • Data attributes
Non programmers can . . . • Change colors, fonts, graphics, etc. • Change all text • Change access rights • Add data attributes (SDE)
You deploy Banner with . . . • Your branding • Your terminology • Your access rights • Your needed data
Your Branding, Terminology, and
Access Rights Go Here
Extending Applications to Match Your Business
32 October 30, 2012
Without modifying Ellucian source code and in the same development environment as an Ellucian Banner software developer, your software developers can . . . • Add attributes to existing tables • Add new attributes to the mid-tier
model, including validation logic • Add UI components to pages
that access new attributes • Add business logic for new
attribute - AOP (Aspect Oriented Programming)
• Remove UI components from pages
And, your code extensions will survive from release to release (Note: retesting will be necessary)
Your Extension Drops in Here
Modifying Applications to Match Your Business
33 October 30, 2012
Your Code Mod Goes Here
Ellucian makes available to you . . . • Source code through a external source code repository • Automated test suites with the source code • Developer guides and standards on the Commons
Your software developers can modify Banner source code . . . • In the same development
environment as an Ellucian software developer (Groovy, Grails, etc.)
• Using the same source code repository as Ellucian
• Using the the same automated tests as Ellucian
• Continuously integrating so that you stay up on the latest version of Banner while still using your code modification
Developing Your Additional Applications
34 October 30, 2012
Your software developers can develop additional applications to match your business needs in exactly the same development environment as an Ellucian Banner software developer . . . • Using the same development tools (Groovy, Grails, etc.) • Using the same development standards • Calling the same APIs • Calling the same plugins • Using the same underlying database technology • Using the same test code and testing methodology
Your applications will look and act like they are part of Banner because . . . • They will have the same UI • They will be integrated in the same menu • They will use the same database • They will call the same APIs, plugins,
underlying technology
Your Apps Drop Right In (Same Menu, Look and Feel, APIs, etc.)
35 October 30, 2012
Readily Available and Easily Acquired Skills
� Java has had a place in the Enterprise for nearly 2 decades
� Open Standards means transferrable skills
� Your school or one near you likely teaches these very technologies
� Law of Supply and Demand indicates that your labor costs will be controllable
Proprietary and Confidential
Banner Reporting
Banner Constituent Self-Service
Luminis Portal Platform
What are you going to Modify?
Banner Administration
Choose to Implement/ Return to Vanilla
Cognos or Your reporting Tool of choice
Invest here! Extensibility Platform
HTML, CSS, JavaScript, and Your Content
Skills necessary
Oracle Database – PL/SQL
Internet Native Banner 8 (Admin)
Oracle Forms
Self Service Banner 8
HTML CSS
JavaScript
Banner XE
HTML5 CSS
JavaScript Groovy/Grails
Do Not Modify SkillsTransfer Readily Available Skills
38 October 30, 2012
Banner XE Lowers TCO by�
� Improving Usability thus reducing End User Support Costs
� Decreasing the number of modifications necessary � Making necessary modifications durable � Eliminating Monolithic Upgrades � Simplifying the skills necessary to run your
Enterprise � Easily acquired � Reusable across the Enterprise � Future-proof
Proprietary and Confidential
Enhanced A/R Capability
Streamline to allow/support decentralized processing
Scale to support Massive Open On-line Courses (MOOCs)
Meet student’s expectations for speed
Ability to support massive multi-channel Comms.
�������� ���� ��� ����������
�������������� � ����� ������ ���� ������������ ���������� ���� �����
Funding Pressures
Operational Efficiency
Student Services
Accountability
Constituent Experience
Communication Collaboration
mods
Registration
eval, Alpha 1 —
Reduced phone calls,
support Admissions Processes
Rules Engine Customization
Business Process Mgmt
Reduced Git APIs
Reduced skill set needed to
support
Performant Applications Virtualization
SSO
Financial Aid Need Analysis
Consolidated Workflows, e.g. Event Mgmt and
FGE
Added SS for Event
Attendance Tracking
BPM, automate processes
Communication Mgr
Testing scripts
UMN usability
goals
Link to planning, academic
model flexibility Support for advisor persona
Academic models
Communication Mgr.
Better integration with systems in the
ecosystem
Outcome data BPM
transparency in process
KPI in cloud
Future Proofing The UI
pyramid
SS — any time, any where
Appropriate language
Why APIs matter, the UI
story Diversity of practice = flexibility
Attendance Tracking
Comm. Mgr.
API based Integrations
API’s
How API’s Saved the World�
�or at least why API’s matter
Green Screens to GUI Green Sccreens to GUIcreen Internet Native to Web ve to WebInternet NativNativ
GUI to Internet Native nternet Nativentern Web to Mobile
User Interface Evolution
October 30, 2012 41
Common Architecture
Extending a Strong Administrative Foundation
Partners Banner XE Colleague XE PowerCampus XE
Self Service Admin UI
PORTAL / WEB SharePoint-based Liferay/Luminis
ANALYTICS
MOBILE
API’s / Web Services
Future-proofing through API’s
� Communications with Cloud-based systems
� Durable Integrations on campus
� Adherence to standards � PESC � IMS � SPEEDE
� Connections to Social Networking Apps
� Free the UI � iPad debuted in 2010! � Smart TV is here � What is next?
� Internet Connected Services
� Sticky Personalization � Beyond Web 2.0
43 October 30, 2012 Proprietary and Confidential
Enhanced A/R Capability
Streamline to allow/support decentralized processing
Scale to support Massive Open On-line Courses (MOOCs)
Meet student’s expectations for speed
Ability to support massive multi-channel Comms.
�������� ���� ��� ����������
�������������� � ����� ������ ���� ������������ ���������� ���� �����
Funding Pressures
Operational Efficiency
Student Services
Accountability
Constituent Experience
Communication Collaboration
mods
Registration
eval, Alpha 1 —
Reduced phone calls,
support Admissions Processes
Rules Engine Customization
Business Process Mgmt
Reduced Git APIs
Reduced skill set needed to
support
Performant Applications Virtualization
SSO
Financial Aid Need Analysis
Consolidated Workflows, e.g. Event Mgmt and
FGE
Added SS for Event
Attendance Tracking
BPM, automate processes
Communication Mgr
Testing scripts
UMN usability
goals
Link to planning, academic
model flexibility Support for advisor persona
Academic models
Communication Mgr.
Better integration with systems in the
ecosystem
Outcome data BPM
transparency in process
KPI in cloud
Future Proofing The UI
pyramid
SS — any time, any where
Appropriate language
Why APIs matter, the UI
story Diversity of practice = flexibility
Attendance Tracking
Comm. Mgr.
API based Integrations
Registration
Banner XE Registration Models
� Registration & Advising � Plan ahead – course or section � Includes degree audit data
� CAPP � DegreeWorks � Other – must write output to our web service
Summary and calendar metaphor � Block Registration
� Structured blocks of classes defined by each customer � Structured or Programme Based
� Commonwealth model � Compulsory modules are prescribed � Optional and Elective module choice
45
October 30, 2012
46 October 30, 2012
Project Overview
� ALPHA I Delivery – 10/22/2012 � Validate the new user design from the student perspective
� ALPHA II Delivery - Q1 2013 � Validate usability and block registration
� BETA I - Q4 2013 � Limited production ready release of the registration process � Registration, plans, block and structured registration � Development partners live prior to full general release.
� BETA II - Q1 2014
47 October 30, 2012
Alpha I Objectives
� Insure customers can download and install software � Have customers and STUDENTS validate Registration
Features around � Basic Registration 9.0– SS Pages � Basic Registration 9.0 – Admin Pages � Platform Plug-ins to support release, UI SS, Banner Core
� Verify tablet usability � Review end User Documentation DRAFT � Gather customer feedback and assessment. � Provide training Web Ex to support Alpha I release.
Meeting the Students’ Needs
48 October 30, 2012
Search Criteria Page: Before
49 October 30, 2012
Search Criteria Page: Gaze Plot
50 October 30, 2012
Search Criteria Page: Revised
52 October 30, 2012
Registration
53 October 30, 2012
Degree Works Plans in Registration Process
54 October 30, 2012
Registration Development Partners
Enhanced A/R Capability
Streamline to allow/support decentralized processing
Scale to support Massive Open On-line Courses (MOOCs)
Meet student’s expectations for speed
Ability to support massive multi-channel Comms.
�������� ���� ��� ����������
�������������� � ����� ������ ���� ������������ ���������� ���� �����
Funding Pressures
Operational Efficiency
Student Services
Accountability
Constituent Experience
Communication Collaboration
mods
Registration
eval, Alpha 1 —
Reduced phone calls,
support Admissions Processes
Rules Engine Customization
Business Process Mgmt
Reduced Git APIs
Reduced skill set needed to
support
Performant Applications Virtualization
SSO
Financial Aid Need Analysis
Consolidated Workflows, e.g. Event Mgmt and
FGE
Added SS for Event
Attendance Tracking
BPM, automate processes
Communication Mgr
Testing scripts
UMN usability
goals
Link to planning, academic
model flexibility Support for advisor persona
Academic models
Communication Mgr.
Better integration with systems in the
ecosystem
Outcome data BPM
transparency in process
KPI in cloud
Future Proofing The UI
pyramid
SS — any time, any where
Appropriate language
Why APIs matter, the UI
story Diversity of practice = flexibility
Attendance Tracking
Comm. Mgr.
API based Integrations
Preparing for Banner XE
� Understand Banner XE Architecture and Technologies � Java Platform � Groovy � Grails � jQuery and ZK
� Access Commons Resources � Banner XE Developers Guide � Banner XE FAQs � Innovation webinars
� Attend an Ellucian education class Proprietary and Confidential October 30, 2012
57
Preparing for Banner XE
� Catalog your modifications � Understand the business drivers for the
modification � Decide on the path of action for the next
5 years � Re-think your modification strategy
� Begin to expose APIs on your own and build bolt on applications with the Banner XE Development Platform
� Focus your investments in areas with clear ROI and comparative advantage
Proprietary and Confidential October 30, 2012 58
Preparing for Banner XE
� Ensure you have an ID Management Strategy � Banner XE supports myriad standards � You must use CAS to achieve SSO
between Current and Transformed Banner environments (aka SSO Manager)
Proprietary and Confidential October 30, 2012
59
Q&A Discussion