September 26, 2006 www.sungardhe.com Banner Advancement Future Pamela Rollins, Product Manager Banner Advancement April 27, 2007
Agenda Value of a Unified Digital Campus Components of your Banner Advancement Solution Unified Product Release featuring Banner 8 Advancement Relationships and Advancement Performance New Product Offers Your Opportunity to contribute
Banner Advancement Supports Foundation and Fund-Raising efforts Community & Government Relations Alumni Relations Key Components Self-Service Constituent and Organization Management Prospect Management Campaign Tracking and Management Volunteer Management Events Management Career Network
Your Advancement Solution Delivered integrations Flexible interfaces Workflow Luminis portal and content management Operational Data Store Designed to support growth and changing programmatic needs Standards based
Delivered Integrations Student to Advancement Process to Create Advancement Individual Records Activities information Student Co-op employment Financial Aid System Stewardship sponsor criteria & contact information Financial Aid Award Distribution Finance System Chart of Accounts & rule class validation Gift & Adjustment Feed Pledge Feed supporting GASB/FASB rules Membership Dues Feed Endowment Management Module Human Resources System Pledge Payments via Payroll Deductions
Flexible Interfaces Telemarketing Generic data load and extract NCOA updates Phone number update Alumni directory External ratings Matching Gift data acquisition
In what ways would you like to measurably improve your institution s performance?
What does it take to improve performance?
Engaging Your Constituents - Internal
Engaging your Constituents - External
Banner Performance Reporting and Analytics
Achieving Business Process Efficiency
Banner Advancement 7.4 Released January 31, 2007 Thank you Wake Forest University Roll-up of corrections since 7.3 Pledge Installment Enhancements Advancement Officer Self- Service Search Criteria Enhancements Constituent/Organization Profile Enhancements
Banner 8.0 April 2008 Enhancements to Advancement Integration with Student Additional Tab Forms Extend Target Announcement utilization within Luminis Common Components Supplemental Data Engine Identity Management Internationalization Global Bio-demographic Currency Character Set Support Security and PIN Enhancements
Enhancing the Student to Advancement integration will measurably improve your institution s ability to engage and include new constituents.
Current Functionality APPSTDI Process creates advancement individual records for selected student records Optional data you can select Create Employment History Create Activities New Functionality APPSTDI Option to specify substitute college code for records with 00 college code value Student-Advancement Integration Results New records processed Updated records processed Failed records processed Total processed Overall Summary Details New and updated counts for each area noted Degree records processed Activity records processed Employment records processed (if Review Employment records parameter = No) Internship or Cooperative Education records processed (if Review Employment records parameter = Yes)
New Functionality APPSTDI Updating existing preferred college code with incoming college code details Load preferred geographic region based on preferred address value Load internship or cooperative education employment records Include or exclude withdrawn, deceased or inactive student records Ability to select and load a salutation code and name Ability to insert the address name details (APANAME)
Banner 8.0 (continued) Travel and Expense Reporting Delivered by Banner Finance Facilitate the automation of travel expense reporting Will enable improved processes Increased awareness of expense policy Leverages Banner Finance, Banner HR, Luminis Platform, Workflow and Banner XtenderSolutions Proposal Development and Electronic Submission Delivered by Banner Finance Will utilize the grants.gov XML schemas format known as SOAP with Attachments Focus on Principal Investigator as they identify, complete and submit grant proposals
September 26, 2006 www.sungardhe.com Advancement Relationships and Advancement Performance New Product Offers Planned Delivery end of 2008/beginning of 2009
Topics Advancement Relationship Relationship Management our approach Advancement Performance Performance Measures our approach
What are the Enrollment Management Solutions? Banner Enrollment Management Suite Recruiting & Admissions Relationships Recruiting & Admissions Performance Student Relationships Student Retention Performance Advancement Relationships Advancement Performance
Banner Enrollment Management Suite The Institutional Performance Continuum RECRUITING & ADMISSIONS STUDENT ADVANCEMENT The Personal Achievement Continuum
Relationship Management Our Approach Enrollment Management Solution Higher education functionality Banner Relationship Management Capabilities Recruiting & Admissions Relationships Student Relationships Recruiter & manager workspaces Targets prospects and influencers Visibility into recruiting results Designed for higher education Student services & advisor workspaces Targets students and influencers Visibility into retention results Designed for higher education Segmentation and targeting Campaign management Personalized communications Personalized web spaces Persistent 360 degree view History of interactions Collaboration Event management Intelligent knowledgebase Surveys Designed for higher education Advancement Relationships Advancement staff & Alumni/Donor workspace Targets donors and influencers Visibility into engagement and fundraising results Designed for higher education
Advancement Workspace Engagement Management Targeting and Personalization of Groups and Individuals Persistent 360 degree view / complete history of interactions Task Management Campaign Management Communication services Operational reporting Individually Personalized interactions Personalized communication Personalized and secure websites Seamless personalization and interaction with constituents from initial contact with institution
Personalized and Secure Website
Measuring Engagement
History of Interactions
Campaign/Appeal Management
Campaign/Appeal Management
Campaign/Appeal Management
Campaign/Appeal Development
Campaign/Appeal Development
Banner Performance Reporting and Analytics Information: The Common Component Information needs to reach all levels of campus Data from lower levels must be transformed to upper levels Performance data President/ Chancellor EXECUTIVES: Need visibility into progress towards our goals, objectives Exec Boards VPs Trend, summary data IR Administration Directors MANAGEMENT: Need timely trends, summaries, analytics of our operations Detailed data Admissions HR Registrar IT $ $ Bursar $ STAFF: Need detailed reports in many formats and ad-hoc access
Now Executives Want More Than Operational Reports Leaders Are Focused on Difficult Strategic Issues Monitoring ongoing effectiveness of recruitment campaigns Matching enrollments with institutional programs Recruiting best qualified applicant pool Responding to demand for increased accountability Leaders Have Strategies to Solve These Issues Strategies identify goals, objectives and desired outcomes Execution of strategy is essential for success Leaders want to monitor progress towards strategy not another report
Banner Performance Reporting and Analytics Packaged Performance Management And if even MORE information is required Drill-down to reports and analytics available from all displays
$ $ Banner Performance Reporting and Analytics Packaged Performance Management Unique offering from SunGard Higher Education for executives and senior management teams Out-of-the-box package for institutional intelligence that combines scorecards, reporting, analytics, ad-hoc access Progress towards objectives seen by all levels of management Based upon SGHE s foundation: Banner Performance Reporting and Analytics President/ Chancellor IR Exec Boards Administration VPs Deans Directors Packaged Performance Management $ Admissions HR Registrar IT Bursar
Enrollment Management Landscape Advancement Performance Alumni Participation Young Alumni engagement Constituent demographics Decision factors and profile information Source: Eduventures Personalized experiences & interactions Assessment & accountability
Your Opportunity Interested in how SunGard can improve our relationships and performance product offers? Currently utilizing a CRM product outside of Banner Advancement? Interested in data mining and participating in defining performance measures appropriate for Advancement