Banner Human Resources Update and Roadmap Enhancing the employee experience Laura Weathersby, Director for Product Management Ed Hauser, Director for Product Management 2016 ELLUCIAN. 1
Agenda 1 Ellucian XE Overview 2 Transforming Banner Human Resources 3 Engaging with Ellucian Partners 4 Staying Informed 2016 ELLUCIAN. 2
Ellucian XE Overview 2016 ELLUCIAN. 3
Enhancing every aspect of the modern connected campus 2016 ELLUCIAN. 4
Constituent Experience Accessible Intuitive Mobile Responsive 2016 ELLUCIAN. 5
Operational Efficiency Analyze Enhance Manage Optimize 2016 ELLUCIAN. 6
Ellucian Extensible Ecosystem (XE) 7 An innovative strategy grounded in common principles, standards, and services that help us leverage economies of scale across your portfolio 2016 ELLUCIAN. 7
The Ellucian XE Vision 8 2016 ELLUCIAN. 8 8
Modernizing Banner Administrative Imperatives Technology Eliminate 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 2016 ELLUCIAN. 9
Ellucian Extensible Ecosystem (XE) Designed specifically for higher education needs Provides the tools for student and institutional success Committed to choice and flexibility 2016 ELLUCIAN. 10
Ellucian XE Strategy Ellucian XE Design Principles Usability Enhanced Features and Functions Configuration over Customization Extensibility Scalability/ Cloud Readiness 2016 ELLUCIAN. 11
Transforming Banner Human Resources 2016 ELLUCIAN. 12
Ellucian Human Capital Management Ellucian Human Capital Management Banner Human Resources and Position Control Banner Employee Self-Service Ellucian Talent Management Ellucian Travel and Expense Management Other third party systems 2016 ELLUCIAN. 13
Banner Administrative Transformation Banner HR/PC/General/Finance: Available Today! Improving the usability, look and feel, and accessibility of the Banner administrative experience Transforming Oracle Forms to Java pages Powers a better and intuitive Banner experience for all types of users Provides consistent navigation, web standard controls, and enhanced look and feel Enables extensibility framework, minimizing the need to modify source code Transforms the Banner user experience, while maintaining core functionality and your business rules 2016 ELLUCIAN. 14
Yesterday Position Budget (NBAPBUD) 2016 ELLUCIAN. 15
Today Position Budget (NBAPBUD) 2016 ELLUCIAN. 16
Banner HR Transformation Beta Testing Customer Development Partners 2016 ELLUCIAN. 17
Congratulations to our first Banner HR Transformation XE Trendsetters! 2016 ELLUCIAN. 18
Banner Employee Profile Available Today! Provides employees with a more usable and informative view into their personal, employment, and job related information Brings together all current access points in Employee Self-Service in a simplified, but intuitive format Pushes key information to your employees, reducing questions to your teams Gives managers insights into direct reports Mobile, tablet, and desktop ready 2016 ELLUCIAN. 19
XE Employee Profile Employee Profile Desktop and Tablet 2016 ELLUCIAN. 20
Banner Employee Profile Customer Development Partner/Early Adopter Group 2016 ELLUCIAN. 21
Banner Position Description Available Today! Manages the creation, editing, routing, and approval of position descriptions Replaces paper-based and manual activities Creates efficiencies through the use of templates, approvals/routing, position description library, and document attachments Helps to facilitate connections with Recruiting systems Mobile, tablet, and desktop ready 2016 ELLUCIAN. 22
Banner Position Description Customer Development Partner/Early Adopter Group 2016 ELLUCIAN. 23
Banner Direct Deposit Available Today! Provides an enhanced user experience to enter direct deposit information for both employees and students Enables ease of entry to add, edit, or delete account details for both accounts payable and payroll transactions Improves security and administration of bank account information Includes constituent notification capabilities for added and changed entries Mobile, tablet, and desktop ready 2016 ELLUCIAN. 24
Banner Direct Deposit Customer Development Partner Group 2016 ELLUCIAN. 25 25
Banner Effort Reporting and Labor Redistribution Roadmap: Phase 1 targeted second half of 2016 Phase 1: Accelerate user experience and technology improvements Phase 2: Enhance features and functionality Phase 1: Improve the user experience for individuals involved in the certification of effort performed on grants, along with administrators focused on labor distribution changes Update to XE technology from Adobe Flex Maintain core functionality Mobile, tablet, and desktop ready 2016 ELLUCIAN. 26
Banner Effort Reporting and Labor Redistribution Customer Development Partner Group 2016 ELLUCIAN. 27
Banner Salary Planner Roadmap: Targeted first half of 2017 Improve the modeling and budgeting capabilities for positions and salaries Enhance user experience for creating, viewing, and managing scenarios Updates to extract and upload processes for increased flexibility Add features to expand Salary Planner capabilities Mobile, tablet, and desktop ready 2016 ELLUCIAN. 28
Banner Salary Planner Customer Development Partner Group 2016 ELLUCIAN. 29
Banner Time Entry and Leave Management Roadmap: Targeted first half of 2017 Improve the usability and functionality when entering, routing, approving, and monitoring time and leave Enhance the user experience for time sheets, leave reports, and leave requests for employees and approvers Add new features and enhance current ones based on your requests Include reporting and analytics of time data Mobile, tablet, and desktop ready 2016 ELLUCIAN. 30
Banner Time Entry and Leave Management Customer Development Partner Group 2016 ELLUCIAN. 31
This is light years ahead of the last Time Entry we saw - Usability Testing, February 2016 2016 ELLUCIAN. 32
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. 2016 ELLUCIAN. 33
TECHNOLOGY FEATURES Ellucian Roadmap Legend INVESTMENT CATEGORY: Helps to group targets for any release into primary investment categories CONFIDENCE LEVEL LEGEND: See definitions and disclaimers on next slide Completed 80% Confidence Level 65% Confidence Level 50% Confidence Level 2014 2015 2016 2017 Jan-Jun Jul-Dec Jan-Jun Jul-Dec Jan-Jun Jul-Dec Jan-Jun Jul-Dec Employee Profile Banner General Forms Transformation TARGET DELIVERABLE: Features, capabilities, architectural enhancements, etc. Color indicates confidence level 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. 2016 ELLUCIAN. 34
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 Quality Targets Design Constraints Budget Cycles Engineering Forecasting Accuracy 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. 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. 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. 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. 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. 2016 ELLUCIAN. 35
TECHNOLOGY FEATURES BANNER HUMAN RESOURCES Completed 80% Confidence Level 65% Confidence Level 50% Confidence Level 2015 2016 2017 2018 Jan-Jun Jul-Dec Jan-Jun Jul-Dec Jan-Jun Jul-Dec Jan-Jun Jul-Dec Banner HR Admin Transformation Banner Direct Deposit Self-Service Banner Effort Reporting and Labor Redistribution Self- Service Phase 1 Banner Salary Planner Self-Service Banner Faculty Load and Compensation Self-Service Banner epaf Self- Service Banner Benefits and Deductions Self- Service Banner Position Control Admin Transformation Banner General Admin Transformation Banner Communication Management Self- Service Banner Time Entry/Leave Management Self- Service Banner Campus Directory Self-Service Banner Effort Reporting and Labor Redistribution Phase 2 Banner Position Description Self-Service Banner Person/General Information Self- Service U.S. California STRS updates Banner Communication Management Self- Service CR 2 U.S. Affordable Care Act Ellucian Solution Manager Extensibility Tools: PageBuilder, Theming, Relabeling Administrative Extensibility Application Navigator Self-Service support 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. For complete details on all releases, including region specifics, please access 2016 ELLUCIAN. the Ellucian Product Calendar located on the Ellucian Support Center. 36
Collaboration with Ellucian Partners
Ellucian Talent Management Suite Ellucian Talent Management Suite powered by Cornerstone A unified system of engagement can be integrated with Banner HR Manages the employee lifecycle, from recruiting, hiring, onboarding, learning, and performance management through workforce and succession planning It is an organic, SaaS-offering Recruiting Learning Performance 2016 ELLUCIAN. 38
Ellucian Travel and Expense Management Ellucian Travel and Expense Management powered by Chrome River Auto-generates the expense line item from the receipt with optical character recognition (OCR) technology Establish travel and expense policies, encumber travel funds, authorize expenditures, and process reimbursements Configured according to institutions defined processes with a business rules engine Available on any mobile device 2016 ELLUCIAN. 39
Staying Informed 2016 ELLUCIAN. 40
Staying Informed Leverage the XE Guide http://ellucian.com/xeguide Collaborate on ecommunities Banner community o White papers, webinars, documents, etc. Banner Student, HR, Finance, and Technical communities Review the Roadmaps http://www.ellucian.com/roadmaps/ Download documentation from the Support Center Attend an Ellucian education class Contact your Client Partner 2016 ELLUCIAN. 41
Summary 1 Ellucian XE Overview 2 Transforming Banner Human Resources 3 Engaging with Ellucian Partners 4 Staying Informed 2016 ELLUCIAN. 42
Q&A
Thank you. Laura Weathersby Director for Product Management Laura.Weathersby@ellucian.com 2016 ELLUCIAN. 44