Upgrading to Banner 9 What You Need to Know Kari 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. 1
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. 2
Ellucian Strategy and Banner 8 Update Kari Branjord, Senior Vice President of Strategy and Product Management, Enterprise Resource Systems 2017 ELLUCIAN. 3
Enhancing every aspect of the modern connected institution 2017 ELLUCIAN. 4
Ellucian Design Principles S TAT E O F T H E A R T S O L U T I O N S Usability and Self-Service Enhanced Features and Functions Configuration over Customization Extensibility and Integration Scalability/ Cloud Readiness 2017 ELLUCIAN. 5
It s Time to Modernize 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 2017 ELLUCIAN. 6
Ellucian Sustaining Support: What does it mean? 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 No Longer Providing New: Regulatory Updates Releases or Product enhancements Hot fixes, patches or updates of any kind Enhancement requests 2017 ELLUCIAN. 7
Modernizing with Banner 9 2017 ELLUCIAN. 8
Get Ready to Delight Your Students, Faculty and Staff Drive relentless efficiency On the go Modernize user interfaces Without training Automating more than ever Innovate without disruption Your fastest, simplest and most cost-effective path to modernization BUILT FOR TOMORROW. READY TODAY. 2017 ELLUCIAN. 9
What s Available In Banner 9 Administrative Applications Self-Service Applications Banner General Banner Student Banner Human Resources Banner Finance Banner Financial Aid Banner Student Aid Banner Advancement Banner Accounts Receivable Registration Student Advising Profile Attendance Tracking Faculty Grade Entry Employee Profile Position Description Effort Reporting Labor Redistribution Purchase Requisition Direct Deposit Event Management Communication Management 2017 ELLUCIAN. 10
The Student Experience With Banner 9 Integrated academic plan and registration Impact to Students 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 2017 ELLUCIAN. 11
New Capabilities for Student Engagement Updated Registration New Holistic Student Profile Structured Registration 2017 ELLUCIAN. 12
Supporting Constituents On The Go With All Devices Ellucian Solutions Incorporate Mobility and Web 2.0 into administrative systems architecture Phones Watches Tablets 2017 ELLUCIAN. 13
The Faculty Member Experience With Banner 9 Impact to Faculty Member 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 Composite employee profile Streamlined procedures make it easy to work for the institution 2017 ELLUCIAN. 14
New Capabilities for Faculty Engagement Simplified Attendance Tracking Simplified Grade Entry Advisee Listing and Class Roster 2017 ELLUCIAN. 15
The Administrative Staff Experience With Banner 9 Natural user experience Impact to Staff 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 2017 ELLUCIAN. 16
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. 17
Outstanding Experience for Administrators Dynamic Lookups and Filtering Tablet-Friendly Navigation via Universal Search, Favorites, Recents and more 2017 ELLUCIAN. 18
New Capabilities for HR Management Consolidated Employee Profile Streamlined Labor Redistribution Enhanced Effort Reporting New Position Description Management 2017 ELLUCIAN. 19
New Capabilities for Financial Management New Purchase Requisition 1-2-3 Process Direct Deposit Tools for both Students and Employees 2017 ELLUCIAN. 20
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. 21
The Technology Staff Experience With Banner 9 Extend your applications without modifying the source code Impact to Staff 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 2017 ELLUCIAN. 22
Extensibility Key Features: Theme Editor Eliminate the need to modify source code Non-disruptive to integrations or reporting Page Builder Simplify the upgrade process and reduce ownership costs 2017 ELLUCIAN. 23
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 Find more stories on ecommunities 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 2017 ELLUCIAN. 24
Myth busters John Kopcke, Senior Vice President and Chief Technology Officer 2017 ELLUCIAN. 25
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. 26
Ellucian Solution Manager (ESM) 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. 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. 27
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. 28
New Possibilities: Ellucian Ethos and Cloud 2017 ELLUCIAN. 29
Banner 9 Enables You to Leverage the Ellucian Ethos Platform 2017 ELLUCIAN. 30
Ellucian Ethos Data Model 2017 ELLUCIAN. 31
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. 32
Ellucian Workflow 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 2017 ELLUCIAN. 33
Best in Class Cloud Infrastructure Available 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 Applications Secure Elastic Reliable 2017 ELLUCIAN. 34
Services and Resources for Your Upgrade Jay Harrison, Senior Vice President, Professional Services 2017 ELLUCIAN. 35
Banner 9 Upgrade Services 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 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. 36
Banner 9 Education Classes 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 Banner SSO Manager 3/31/2017 9/28/2017 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 Application Navigator 4/10 4/14/2017 5/22 5/26/2017 7/24 7/28/2017 9/25 9/29/2017 Ethos Identity Service 3/27 3/30/2017 5/8 5/11/2017 7/10 7/13/2017 9/11 9/14/2017 Register at: ellucian.com/support-and-training/course-catalog/ 2017 ELLUCIAN. 37
Banner 9 Guide is Available at www.ellucian.com/banner9guide 2017 ELLUCIAN. 38
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. 39
Modernized Banner Enables Your Constituents To Efficiently and Effectively Engage Drive relentless efficiency On the go Modernize user interfaces Without training Automating more than ever Innovate without disruption Your fastest, simplest and most cost-effective path to modernization BUILT FOR TOMORROW. READY TODAY. 2017 ELLUCIAN. 40
Our Joint Next Steps 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 2017 ELLUCIAN. 41
Thank You! Kari Branjord John Kopcke Jay Harrison 2017 ELLUCIAN. 42