Banner Student

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


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


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


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


Higher Education Challenges and Customer Strategic Priorities

Funding Pressures


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.


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


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


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


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


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


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.

��

��

Funding Pressures


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



Faculty Grade Entry

1/2012


Attendance Tracking

9/2012

Events Management


Events Management

2/2012


Course Catalog

9/2011


Student Class Schedule

9/2011






��

��

Funding Pressures


Student Services

Accountability



mods

Registration

eval, Alpha 1 —





Reduced Git APIs


support


SSO



FGE

Added SS for Event

Attendance Tracking


Communication Mgr

Testing scripts

UMN usability

goals



Academic models

Communication Mgr.


ecosystem

Outcome data BPM


KPI in cloud


pyramid





Attendance Tracking

Total Cost of

Ownership

Comm. Mgr.


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


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







��

��

Funding Pressures


Student Services

Accountability



mods

Registration

eval, Alpha 1 —





Reduced Git APIs


support


SSO



FGE

Added SS for Event

Attendance Tracking


Communication Mgr

Testing scripts

UMN usability

goals



Academic models

Communication Mgr.


ecosystem

Outcome data BPM


KPI in cloud


pyramid





Attendance Tracking

Comm. Mgr.


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






��

��

Funding Pressures


Student Services

Accountability



mods

Registration

eval, Alpha 1 —





Reduced Git APIs


support


SSO



FGE

Added SS for Event

Attendance Tracking


Communication Mgr

Testing scripts

UMN usability

goals



Academic models

Communication Mgr.


ecosystem

Outcome data BPM


KPI in cloud


pyramid





Attendance Tracking

Comm. Mgr.


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






��

��

Funding Pressures


Student Services

Accountability



mods

Registration

eval, Alpha 1 —





Reduced Git APIs


support


SSO



FGE

Added SS for Event

Attendance Tracking


Communication Mgr

Testing scripts

UMN usability

goals



Academic models

Communication Mgr.


ecosystem

Outcome data BPM


KPI in cloud


pyramid





Attendance Tracking

Comm. Mgr.


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


� 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



�  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

Documents

Banner Student