Banner Human Resources and Finance: The Road to Ellucian XE. Barbara Doane Product Manager Ellucian May 19, 2015

Transcription

1 Banner Human Resources and Finance: The Road to Ellucian XE Barbara Doane Product Manager Ellucian May 19, 2015

2 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.

3 Agenda 1 Ellucian Extensible Ecosystem (XE) 2 Accelerating XE Strategy for Banner 3 Banner HR and Finance in 2015 Banner HR and Finance powered by XE 4 Getting Ready for XE 5 Collaboration and Testing Opportunities 6 Questions and Answers

4 Ellucian Extensible Ecosystem (XE)

5 Ellucian Extensible Ecosystem (XE) An innovative strategy grounded in common principles, standards, and services that help you leverage economies of scale across your portfolio

6 The XE Strategy and Design Principles XE Design Principles Usability Cloud Readiness/Scalability Configuration over Customization Extensibility Features/Functions Common Architecture

7 Applications Leveraging XE Strategy Available Applications Banner Catalog Schedule Faculty Grade Entry Attendance Tracking Event Management Advising and Student profile Registration Employee Profile etranscript APIs Ellucian Elevate Ellucian Mobile Ellucian Portal Institutional Performance Management Applications in Development Banner Academic history, electronic gradebook Communication Management Position Description Purchase Requisition Banner HR, Position Control, General Forms Transformation Banner Finance Forms Transformation Ellucian Pilot

8 Example: Employee Profile Enhanced Usability Moving to a clean and modern look and feel provides an improved user experience throughout the product Greater Access and Efficiency Information is condensed and presented in a push instead of pull method Wow this is sleek, user friendly, condensed, and really, really nice! Can t wait to use it all the time. Awesome! Usability Testing, Summer 2014

9 Current Employee Self-Service Menus

10 Employee Profile Available now! Provide employees with a more usable and informative view into their personal, employment, and job related information Greater Access and Efficiencies Moving to a clean, modern look and feel Easier viewing and navigation to information Improved user experience New and Enhanced Functionality Introduce concepts of a dashboard and profile Added manager features Inclusion of eight IDEA requests that focused on paystub and leave balances

11 Employee Dashboard Brings together all of an employee s current access points in Employee Self-Service My Profile My Career My Activities My Team Photo, Name, Address, Phone, , Birthday, Emergency Contacts, Employee Status, Current Jobs, Employee number, Manager, Hire Date Job Summary/History, Pay Information, Earnings, Leave Balances, Benefits and Deductions Time Entry, Leave Requests, Electronic Personnel Action Forms, Salary Planner, Faculty Load & Compensation, Effort Reporting, Labor Redistribution, Pay Stub Admin, Benefits Admin Direct Report List, Confidential Indicator, to employee, Link to Employee Profile

12 Employee Profile

13 Tablet and Mobile Ready

14 Development Partner Group

15 Accelerating Banner

16 Modernizing Banner Administrative Imperatives Technology Remediate Oracle Forms Usability Consumer web in high productivity mode Configuration and Extension, not modification Self-service Imperatives Usability Consumer web for casual users Rich functionality, evolving with Higher Education Configuration and Extension, not modification Integration Imperatives API-based integrations Industrial Strength Superhighways Configuration and Extension, not modification

17 What Are We Doing to Accelerate Discovering patterns and perfecting our design/build approach Needed to learn how to ramp/train large number of developers Needed to abstract the new design patterns into core platform for speed Needed customer feedback on UI design and extensibility approach Began exploring technical acceleration approaches specifically code conversion techniques

18 Banner Transformation Roadmap Strategy HR Admin Employee Profile HR Self Service Finance Admin Purchase Requisition Budget Availability FSS Student (A/R, Fin Aid, Student, etc) Admin Registration SS Student SS, modular delivery

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21 Banner HR and Finance in 2015

22 XE Applied to Administrative Applications Banner INB Modernized with XE: Eliminating Oracle Forms and Oracle Reports Delivers new Java-based administrative pages and reports Positons for cloud delivery Introduces Notification Center Provides enhanced navigation for a seamless experience Provides consistent look and feel across Banner Eases upgrade process Leverages your database, your business rules and your data. It s YOUR Banner

23 Identification Person Information

24 Identification Address information

25 Identification Biographical information (U.S.)

26 Position

27 Usability improvement examples Section Headers: Expand or collapse and take action Header section has: Institution name, User name, Sign Out, Preferences, and Help Go to, and Tools Notification Center and page utilities (feature icons)

28 Tablet view

29 Banner Human Resources Transformation Beta Testing Customer Development Partners

30 XE Applied to Self-Service Applications Self-Service Modernized with XE Mobile first approach Responsive design technology Task oriented features Accessed directly from your browser and/or Ellucian Go Allows you to take Banner with you to make better business decisions

31 Position Description underway Goal: Manage the creation, editing, routing, and approval of position descriptions Replace paper-based, manual processes Improve efficiencies for key stakeholders Enable connections with Recruiting systems

32 Position Description actions 32

33 Development Partner Group

34 Banner Finance Purchase Requisition Intuitive User Experience Step-by-step prompts walk you through the process to completion Modern look and feel Ease of Use and Configuration Intuitive look ups that only return active and valid results Configuration to allow you to display field names and FOAPAL elements to fit your institution Someone can pick up their phone and use it with hardly any training Usability Testing, February 2015

35 Banner Finance Purchase Requisition Take Action: Create a requisition Continue working on an in-process (draft) requisition View the status of a requisition pending approval Copy a completed requisition Approve a requisition

36 Banner Finance Purchase Requisition

37 Purchase Requisition Development Partner Group

38 Getting Ready for XE

39 XE for Banner Human Resources, Position Control, and Employee Self-Service Banner 8 INB Banner 8 Self-Service Banner Position Control powered by XE Banner Human Resources powered by XE Banner Employee Self-Service powered by XE Banner Database Database Extension Utility (DBEU)

40 XE for Banner Financial Management Banner 8 INB Banner 8 Self-Service Banner Purchase Requisition Powered by XE Banner Budget Availability Powered by XE Banner Journal Voucher Processing Powered by XE Banner Finance Powered by XE Banner Database Database Extension Utility (DBEU)

41 Path to Adopting XE Application Common Steps All Clients Run Database Extension Utility (DBEU) Leverage Extensibility Many Clients Plan for deployment strategy Deploy Banner application powered by XE Deprecate and use baseline functionality Program Mods in XE Fewer Clients Establish and deploy an approach for Identity Management Leverage extensibility Rewrite using XE technology Set up and configure GIT Least Effort/Complexity Greatest Effort/Complexity

42 Banner Extensibility Strategy Eliminate (or at least greatly reduce and simplify) rework associated with upgrades Eliminate the need to modify source code, but if necessary, make it easy for continuous integration Provide a toolbox Make tools simple to use Application Skinning Aspect-oriented Programming Code Repositories and Tools External Business Rules Menu Integration Model Extension Resource Bundle Editor Single Sign On UI Extensions

43 Places to Find More Information ecommunities Banner community White papers, webinars, documents, etc. Banner HR and Banner Finance communities Roadmaps Download documentation from the Support Center Attend an Ellucian education class Contact your Client Partner

44 Collaboration and Testing Opportunities

45 Your feedback is critical to our success! Beta Testing: Banner Finance Purchase Requisition Hosted beta testing in early August for general availability in September 2015 Banner Finance Administrative Forms Transformation Installation and testing opportunities to begin in fall for general availability in December 2015 Development Partner Groups: Web Time Entry/Leave Reports/Leave Requests Budget Availability Checking My Direct Deposit Journal Voucher Processing

46 Questions & Answers

47 47 Barbara Doane Product Manager, Ellucian 4 Country View Road, Malvern, PA