Banner Communication Management

Transcription

1 Banner Communication Management Enterprise-wide communication tools Ed Hauser Director, Product Management 2016 ELLUCIAN. 1

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 ELLUCIAN. 2

3 Introduction This session will introduce you to the new Banner XE Communication Management application and demonstrate the features and function Benefits of attending Understand the application features Understand how it can be used to support departmental communications Understand the time frame for delivery Get a sense for how to begin using the application 2016 ELLUCIAN. 3

4 Agenda 1 What is it? 2 How does it work? 3 How can I leverage it? 4 Release timeline 5 Wrap up and Q/A 2016 ELLUCIAN. 4

5 Achieving student success advances our entire society 2016 ELLUCIAN. 5

6 Enhancing every aspect of the modern connected campus 2016 ELLUCIAN. 6

7 Student Success Apply Register Degree Plan Monitor Progress Faculty Engagement 2016 ELLUCIAN. 7

8 We will see 3 Ellucian XE for Banner What is Communication Management Demo Demonstration Discussion Q & A 2016 ELLUCIAN. 8

9 We will see Ellucian XE for Banner What is Communication Management Demo Demonstration Discussion Q & A 2016 ELLUCIAN. 9

10 What is Communication Management for Banner? 2016 ELLUCIAN. 10

11 Communication Management for Banner Enables tactical and transaction related communications associated with administrative functions in Banner Delivered as part of the core Banner suite of solutions Create, publish, send, and track communications for any person known to Banner Leverages existing Banner 8.x POPSEL Open source editor for communication content creation Designed under the Ellucian Extensible Ecosystem (XE) framework Provides choice and new methods of communicating to constituents in Banner Messaging enabled through Ellucian Go Can be used for any type of communications from letter generation to simple notifications of changes Letters, , SMS*, Ellucian GO app * Indicates availability post general release 2016 ELLUCIAN. 11

12 Communication Management Architecture Banner 8 INB HR Finance Advancement Student Fin Aid A/R General Banner 8 SSB Self Service Apps Employee Profile XE Architected Applications Advising Profile Faculty Grade Entry Event Management Attendance Tracking Registration Communication Management Purchase Requisition Oracle Database CONFIDENTIAL, 2012, Ellucian, All rights reserved 2016 ELLUCIAN. 12

13 Development Partners? 2016 ELLUCIAN. 13

14 What is Communication Management for Banner? 2016 ELLUCIAN. 14

15 Features Communication Type , PDF letters, SMS*, Ellucian GO message Anyone known to Banner Person & non-person Event triggered communication* Field value change triggers a specific communication* Embed the trigger in a communication template* * Indicates availability post general release 2016 ELLUCIAN. 15

16 Features, CONT. Template Creation Embedded open source communication content editor (CK) HTML, images, font, color, size, paste from Word Constituent Search SQL query builder Use POPSEL as basis for query Import & export populations from third party query tools, e.g. Cognos, Evisions* * Indicates availability post general release 2016 ELLUCIAN. 16

17 Features, CONT. 12 Publish Production, e.g. send to printer, server, mobile app, portal, etc. One-off communication creation Communication Tracking Date, time, department, sender, communication type, etc. Manual interaction tracking, e.g. student call to financial aid 2016 ELLUCIAN. 17

18 Key Features Currently in Development Scheduled Communications Ability to schedule a Communication for a point in time in the future Mutual Exclusivity of Populations and Queries Foundation to support Population Import and WYSWYG front end Versioning of Populations and Queries Point in time Population/Query Interaction History Constituent View of all CM Communications for a specific constituent, including rendering of the actual communication Manual Interactions Ability to manually enter interactions happening outside of CM Ability to define interaction types (E.G. Phone calls, Meetings..etc) Banner POPSEL Use of POPSEL population as exists at the time the communication is scheduled to be sent (immediately or a point in time in the future).. I.E. CM will not initiate new POPSEL query 2016 ELLUCIAN. 18

19 How can I use Communication Management for Banner? 2016 ELLUCIAN. 19

20 Communication Management Used for any tactical and transactional communications at your institution Recruiting and Admissions Financial Aid Award Letters Registration reminders Advising reminders Employee notices Notification of account balances due Notification of direct deposit changes Fundraising and gift giving Event Management

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31 Message to Ellucian Go

32 Specify the Type of Message: Mobile Notification ELLUCIAN. 32

33 Define Mobile Notification Content ELLUCIAN. 33

34 Create the message content ELLUCIAN. 34

35 Set Message Expiration Parameters ELLUCIAN. 35

36 Name the Message and Select the Population ELLUCIAN. 36

37 Save the Template for future use ELLUCIAN. 37

38 User Experience through Ellucian Go ELLUCIAN. 38

39 Operational Benefits 37 Banner XE Screen Images Improved upgrade process Improved student satisfaction Ease of use & consistency for each communication type Enterprise wide capability Q/A Q & A 2016 ELLUCIAN. 39

40 Release Timeline 2016 ELLUCIAN. 40

41 Architecture 15 Banner 8 INB HR Finance Advancement Student Fin Aid A/R General Banner 8 SSB Self Service Apps Employee Profile XE Architected Applications Advising Profile Faculty Grade Entry Event Management Attendance Tracking Registration Communication Management Purchase Requisition Oracle Database CONFIDENTIAL, 2012, Ellucian, All rights reserved 2016 ELLUCIAN. 41

42 A phased approach to release 17 Controlled Release 9.0 Q General Release Q Controlled Release 9.1 Q ELLUCIAN. 42

43 Operational Benefits 38 Banner XE Demo Improved upgrade process Improved student satisfaction Ease of use & consistency for each communication type Enterprise wide capability Q/A Q & A 2016 ELLUCIAN. 43

44 Questions?

45 Summary 40 Communication Management is a core Banner solution Transaction based communications for all people known to Banner Built on the XE architecture Usability is key to success Development partner driven No additional license fee or maintenance fees Currently in controlled release General Release Q ELLUCIAN. 45

46 Thank You! Ed Hauser Director, Product Management 2016 ELLUCIAN. 46