Banner by Ellucian Customer Survey Results

MARKET INSIGHTS SERIES Banner by Ellucian Customer Survey Results March 2016 www.thetambellinigroup.com

Table of Contents Acknowledgements...3 Copyright and Terms of Use...3 Disclaimer...4 Executive Summary...5 Survey Results...6 About The Authors...9 About The Tambellini Group, LLC...10 Pricing Information...11 Other Reports Available...11 Confidential and Proprietary. Contains Trade Secrets. Unauthorized Distribution is Strictly Prohibited. The Tambellini Group, LLC

Acknowledgements The information and analysis provided in this report is made available as a result work performed by The Tambellini Group (TTG). In March 2016, TTG sent an electronic survey to Banner by Ellucian customers. We appreciate the response of more than 200 individuals with titles including CIO, CFO, CBO, HR leaders. The survey was not sponsored by any vendor and was not authorized by Ellucian. No vendor will receive any information related to the survey responses. This report is provided compliments of TTG. TTG is selffunded and the company maintains an independence that is important to our customers. The cover design and creative layout is credited to Stephanie Piper. Copyright and Terms of Use This paper is Copyright 2016 by The Tambellini Group, LLC. All rights reserved. No portion of this report and strategic analysis may be reproduced, given, lent, resold or disclosed in whole or in part without the written permission of and attribution to The Tambellini Group, LLC. Only the person, institution, school, company or organization that has received an authorized copy of this report may access and use the report. You may print and use this report inside your institution, school, organization or company as part of an institution, school, organization or company license. You may not distribute this report to others outside of your institution, school, organization or company unless you have specifically licensed the rights to distribute the report for external use. The Tambellini Group offers no specific guarantee regarding the accuracy or completeness of the information presented, but The Tambellini Group makes every reasonable effort to present the most reliable information available. The Tambellini Group assumes no liability for errors, omissions or discrepancies in the information contained in this report. The research for this report is not sponsored, and TTG relies on its proprietary database to reach specific buyers in the education technology community. TTG Copyright violations are enforced to the fullest extent. 3

Disclaimer TTG does not recommend or endorse any vendor solutions for higher education. TTG is an independent research firm without sponsors or ties to vendors. TTG provides selected information about vendors based on research. TTG makes every effort to validate all of the information presented in this report and performs all research in good faith. TTG relies on publicly available information, interviews with higher education institutions and vendor feedback in order to prepare and publish reports which contain timely and helpful points of interest. By using information in this report, you acknowledge that you do so at your own risk. No information contained in this report shall create any warranty or liability. You should obtain any additional information necessary to make an informed decision prior to taking any actions related to the material in this report. You assume all responsibility in connection with selecting a vendor solution, whether or not you obtained information about such solution through this report. TTG and its officers, contractors and affiliates assume no (and hereby disclaims all) responsibility of any kind, for any advice, treatment or other services rendered by any vendor or for any other claims that may arise directly or indirectly from such advice or other services. THIS REPORT IS PROVIDED ON AN AS IS AND AS AVAILABLE BASIS, AND IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. WHILE WE STRIVE TO PROVIDE THE MOST UP TO DATE INFORMATION AVAILABLE, THE REPORT MAY CONTAIN TECHNICAL OR OTHER INACCURACIES OR TYPOGRAPHICAL ERRORS, AND MAY BE CHANGED OR UPDATED WITHOUT NOTICE. LIMITATION OF LIABILITY. TO THE EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL TTG BE LIABLE TO YOU, YOUR OWNERS, OR AGENTS, UNDER ANY LEGAL THEORY FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY DAMAGES FOR LOSS OF PROFITS, REVENUE OR BUSINESS, EVEN IF TTG HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. TTG S MAXIMUM AGGREGATE LIABILITY UNDER OR IN CONNECTION WITH THE REPORT OR TTG SERVICES PROVIDED TO YOU, WHETHER IN CONTRACT, TORT, OR OTHERWISE, SHALL IN NO CIRCUMSTANCES EXCEED $100.00. The terms in this report will be governed by and interpreted in accordance with the laws of the Commonwealth of Virginia, without regard to the conflict of laws and rules thereof, and may be amended only in a writing signed by TTG. You agree any violation of the copyright provisions herein may cause irreparable harm and damage to TTG. For this reason, you agree TTG may seek injunctive relief for your breach, in addition to other remedies at law or in equity, without having to prove damages or post bond. In all court proceedings brought in connection with this report and/or TTG s services provided to you, the parties hereto irrevocably consent to exclusive personal jurisdiction by, and venue in, the courts of the City of Richmond, Virginia and the United States District Court for the Eastern District of Virginia WAIVER OF WARRANTIES. TTG MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE REPORT AND ANY AND ALL TTG SERVICES PROVIDED TO YOU. TTG HEREBY EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTIES CONCERNING THE AVAILABILITY, RELIABILITY, COMPLETENESS, AND/OR QUALITY WITH REGARD TO THE REPORT AND ANY AND ALL TTG SERVICES PROVIDED TO YOU. 4

Executive Summary Banner by Ellucian customers are at a crossroads. Ellucian XE is the product direction for Ellucian which is being delivered to customers incrementally over the next several years. XE represents a technology direction allowing Banner customers to migrate to new Ellucian products over time. At the same time, institutions report increasing interest in cloud, hosted and managed services solutions for ERP and SIS/Student. TTG data shows that more than 50% of all new Student and ERP selections in higher education include SaaS, cloud, hosting and/or managed services. As TTG prepares its 8th annual Student Information Systems U.S. Higher Education Market Share, Trends and Leaders Report, the authors asked current Ellucan by Banner customers to answer questions related to plans to upgrade to XE, stay with Ellucian hosted/managed services (if applicable), look at Oracle Higher Education Cloud, look at Workday, and looking at other options. This Market Insight Report summarizes the results of the survey responses received from more than 200 respondents from U.S. Institutions. 5

Survey Results The March, 2016 survey was sent to all known institutions in the U.S. with Banner by Ellucian Student, HR, and/or Financial systems. Those asked to respond were CIO, CFO, CBO or other top administrator positions within each institution. According to the results, over 85% of respondents plan to stay with Ellucian Banner solutions and upgrade to XE. This research confirms TTG estimates in October 2015 when TTG predicted that as many as 120 institutions were considering a move to an alternative vendor solution by mid-2017. Percentage of Institutions That Plan to Stay with Ellucian Banner On-Premise and Upgrade to Ellucian XE Finance 33% Student 34% HR 33% Less than 15% of Ellucian Banner on-premise institutions are planning to move to an Ellucian hosted solution. Percentage of Institutions That Plan to Move From Banner On-Premise to Banner Hosted by Ellucian Finance, 14.5% Student, 13% HR, 14% 6

Survey Results (cont.) An estimated 34% of institutions running Banner hosted by Ellucian are planning to stay on this platform. This result is particularly interesting as it is lower than the overall percentage of Bannery by Ellucian customers that are planning to stay with the solution. Survey responses indicate that HR and Finance applications are being considered for the cloud more often than Student. This response makes sense in light of the fact that Oracle s Higher Education Student Cloud is incomplete and Workday s Percentage of Institutions That Plan to Stay with Banner Hosted by Ellucian Finance, 32% Student, 32% HR, 34% Of the institutions that are looking at alternative solutions, more are looking at Workday versus Oracle Higher Education Cloud. The Oracle Higher Education Cloud is a new solution and the survey does not ask about vendor familiarity. In other words, TTG does not know why more answered that they are looking at Workday versus Oracle Higher Education Cloud. Banner Institutions Considering Competitive Evaluations Finance Finance, 24% Finance, 32% HR HR, 22% HR, 33% Student Student, 19% Student, 27% 0% 5% 10% 15% 20% 25% 30% 35% Look at Workday Look at Oracle 7

Survey Results (cont.) Student solution is not available in general release. Workday has announced general availability of its Student solution in Q4 2016. Significant additional components of the Oracle Student Cloud will be available in 2017. Student HR Finance Look at Oracle 19% 22% 24% Look at Workday 27% 33% 32% TTG plans to continue to ask institutions about their plans in order to keep institutions informed about overall market changes. For more information about education technology trends, contact info@thetambellinigroup.com. 8

Methodology Research data for this report was compiled by TTG. TTG conducted in-depth interviews with a number of institutions that made either Oracle PeopleSoft version 9.2 upgrade, Oracle Higher Education Cloud, or Workday ERP and/ or Student migration selections. Both Oracle and Workday provided TTG with product briefings and information. In addition, Oracle and Workday received draft copies of this report and each provided edits and suggestions. TTG is not paid by Oracle or Workday to cover or review their respective solutions within higher education. TTG counts an institution as a vendor customer if the institution has an OPEID. If the institution does not have an OPEID, and the institution has selected a vendor solution, TTG assigns a TTG number. If a campus or school within an institution has an OPEID, TTG counts the institution with the number as 1. In this way, all vendors are equally counted and equally represented for purposes of calculating market share. TTG maintains, updates, and delivers the most comprehensive database of institution technology profiles available. The company began tracking this data in 2001 in response to client requests, and today provides data to global organizations and institutions. TTG gathers and maintains publicly available data on ERP and SIS selections from a variety of sources, including press releases, institution materials (i.e. project websites and presentations), news articles and vendor case studies. TTG conducts primary research including surveys and interviews with institutions. Institutions provide updates to technology profiles through online research portals on various TTG websites. While other firms have historically provided some information and opinions regarding market trends, the data to support these opinions has typically been provided by vendors minus detailed customer lists or by survey responses, which have limited response rates. Without the benefit of detailed, verified technology profiles, institutions, vendors, consultants and financial analysts were generally left on their own to try and find enough critical technology data to support important decisions. TTG s Education Institution Technology Profile DatabaseTM is used by institutions to find peers with similar technology implementations, for benchmarking comparisons, and vendor references. Vendors, consultants, financial analysts, investors and venture capitalists also utilize the database to gain insight into market share data and other facts about vendor sales history that are not available from any other single source. Prior to the availability of this database, it was difficult to track and understand market share data by vendor and vendor product. This report was informed by briefings with Oracle and Workday. In both cases, vendors provided detailed and helpful updates including suggestions for customer interviews. TTG wishes to especially thank the vendors for taking time to comment on market trends and issues. TTG also interviewed Oracle and Workday implementation partners for this report. The list of Workday implementation partners profiled is a complete list. The individual institution profile data is accessible on peertelligent.com, or on edu1world.org. Both sites are powered by TTG. 9

About the Authors Vicki Tambellini is the President and CEO of The Tambellini Group and Enterprise Hive Vicki Tambellini is the President and CEO of The Tambellini Group and Enterprise Hive. She has over 30 years of experience in executive management, consulting, business operations, and technology leadership in both higher education and the commercial sector. Her distinguished career includes creating the Education Institution Technology Profile Database, the world s most comprehensive catalog of education technology selections by institutions. Enterprise Hive delivers award-winning solutions to help improve communications, collaboration and outcomes for institutions. Prior to becoming an entrepreneur, Ms. Tambellini was VP and GM of PeopleSoft s higher education business unit from 1995-1999. Under her direction, the higher education business unit grew to more than 500 million in revenue and 400 plus customers in four years. Ms. Tambellini also held management positions with Oracle Corporation between the years 1990 and 1995. For her commitment to education, Ms. Tambellini was awarded an honorary, lifetime, Platinum Learning! Professional Certification by the Elearning! Institute in December 2012. The award was given in recognition of her numerous achievements and contributions to the field of learning, as well as for continued commitment to evolve and shape the industry. Ms. Tambellini received a B.S. in Business from Virginia Commonwealth University. Mary Beth Cahill, Vice President of Research for The Tambellini Group Mary Beth Cahill is the Vice President of Research for The Tambellini Group, where she focuses on higher education technology trends and software strategies. She has worked with The Tambellini Group since 2005 in various capacities. During this time, Ms. Cahill has participated in and led numerous research efforts specifically in the area of vendor SIS software solutions, data and learning analytics, CRM, learning management, and social networking. Prior to joining The Tambellini Group, Ms. Cahill had 23 years of experience in the technology industry, most of which were in public sector and higher education. Ms. Cahill spent nine years as a Senior Technologist with Oracle Corporation, where her focus was software solutions within the public sector. Ms. Cahill has also held technology related positions at Digital Equipment Corporation, Xerox Corporation and Burroughs Corporation. Ms. Cahill holds a B.S. in Mathematics from the University of Richmond. 10

About The Tambellini Group, LLC. The Tambellini Group (TTG) is the world s leading research and advisory firm for higher education executives. TTG delivers detailed quantitative and qualitative technology research, insight and analysis specifically for education. TTG enables informed decisions based on data. Executive level skills and services include: strategic advice for executives, market research, contract negotiations with administrative systems technology vendors and service providers, and published thought leadership on business and technology issues. TTG specializes in the education technology sector. The Tambellini Group is headquartered in Irvington, Virginia, and provides the world s largest and most complete database on the software, hardware, SaaS, and services selected by education institutions and schools. Clients include institutions, organizations and businesses seeking a deeper understanding of market trends and issues based on verifiable data. Pricing Information The report is available to vendors and to institutions, schools, and organizations for no fee. Gold members of Peertelligent have access to this report as part of their membership. The report may be reproduced for unlimited internal distribution. Other Reports Available The Tambellini Group Vendor Review: Workday in Higher Education, April 2015 2015 U.S. SIS Higher Education Market Share, Trends and Leaders, April 2015 2016 U.S. SIS Higher Education Market Share, Trends and Leaders, April 2016 The Tambellini Group Upgrade or Replace Series: Comparing an Ellucian Banner XE Upgrade to Workday Cloud ERP Migration, October 2015 The Tambellini Group Upgrade or Replace Series Comparing an Oracle 9.2 Upgrade to Oracle Higher Education Cloud or Workday Migration, March 2016 The Tambellini Group Upgrade or Replace Series: Comparing an Ellucian Banner XE Upgrade to Oracle Higher Education Cloud Migration, May 2016 11