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© 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
© 2017 ELLUCIAN. 4
Enhancing every aspect of the modern connected institution
© 2017 ELLUCIAN. 5
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
© 2017 ELLUCIAN. 6
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
© 2017 ELLUCIAN. 7
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
© 2017 ELLUCIAN. 11
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
© 2017 ELLUCIAN. 12
New Capabilities for Student Engagement
Updated Registration New Holistic Student Profile
Structured
Registration
© 2017 ELLUCIAN. 13
Supporting Constituents On The Go With All Devices
Watches
Phones
Tablets
Ellucian Solutions Incorporate Mobility
and Web 2.0 into administrative
systems architecture
© 2017 ELLUCIAN. 14
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
© 2017 ELLUCIAN. 15
New Capabilities for Faculty Engagement
Simplified Attendance Tracking Simplified Grade Entry
Advisee Listing and
Class Roster
© 2017 ELLUCIAN. 16
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
© 2017 ELLUCIAN. 17
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
© 2017 ELLUCIAN. 18
Outstanding Experience for Administrators
Dynamic Lookups and Filtering
Navigation via
Universal Search,
Favorites, Recents
and more
Tablet-Friendly
© 2017 ELLUCIAN. 19
New Capabilities for HR Management
New Position Description
Management
Streamlined Labor Redistribution
Enhanced Effort Reporting
Consolidated Employee Profile
© 2017 ELLUCIAN. 20
New Capabilities for Financial Management
New Purchase Requisition 1-2-3 ProcessDirect Deposit Tools for
both Students and
Employees
© 2017 ELLUCIAN. 21
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
© 2017 ELLUCIAN. 22
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…
© 2017 ELLUCIAN. 23
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
© 2017 ELLUCIAN. 24
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
© 2017 ELLUCIAN. 25
Myth busters
John Kopcke, Senior Vice President and Chief Technology Officer
© 2017 ELLUCIAN. 26
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.
© 2017 ELLUCIAN. 27
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
© 2017 ELLUCIAN. 28
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
© 2017 ELLUCIAN. 29
New Possibilities: Ellucian Ethos and Cloud
© 2017 ELLUCIAN. 30
Banner 9 Enables You to Leverage the Ellucian Ethos Platform
© 2017 ELLUCIAN. 31
Ellucian Ethos Data Model
© 2017 ELLUCIAN. 32
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
© 2017 ELLUCIAN. 33
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
© 2017 ELLUCIAN. 34
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
© 2017 ELLUCIAN. 35
Services and Resources for Your Upgrade
Jay Harrison, Senior Vice President, Professional Services
© 2017 ELLUCIAN. 36
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
© 2017 ELLUCIAN. 37
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/
© 2017 ELLUCIAN. 38
Banner 9 Guide is Available at www.ellucian.com/banner9guide
© 2017 ELLUCIAN. 39
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!