What is on the Horizon with our Banner ERP? June 4, 2015 Presented by UNM ERP Leadership Team

*Reporting is addressed in a separate session Agenda Overview of Information Sources Module updates Finance HR Student Financial Aid General Banner XE: the next generation of Banner *Reporting is addressed in a separate session

Sources of information about Banner From Ellucian: Roadmaps: http://www.ellucian.com/roadmaps/ Ellucian Support: https://ellucian.okta.com/

Disclaimer Ellucian Roadmaps are representative of vendor plans for releasing product updates and enhancements. UNM’s ERP Leadership team must carefully plan adoption at our institution. Timelines will therefore vary and not all Ellucian offerings will be implemented at UNM.

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Module Updates

Finance Recent Advancements New Journal Voucher Feed Garnishments Process Automation Upgrades: Banner Xtender Touchnet

Finance: Release roadmap Adam Weeks, Finance Finance: Release roadmap

Finance Futures Conversion of baseline products Adam Weeks, Finance Finance Futures Conversion of baseline products INB, SSB - Fin 8.10 & SS 8.7 are final releases before Banner XE Timelines – XE Release Dec. 2015 Direct Deposit enhancements

HR Recent Advancements LoboTime Phase I & 2 completion Self-Service Catastrophic Leave Process Document Imaging Graduate Studies Assistantships Application Upgrades: Banner LoboTime

Michele Brown, HRIT HR: Release roadmap

Michele Brown, HRIT HR: Employee Profile XE Employee SS moving to a dashboard with easier navigation, enhanced functionality, mobile ready. Users can view job history, leave, taxes, benefit and pay history as well as update personal information & photo.

HR: Employee Profile My Team tab: Michele Brown, HRIT HR: Employee Profile My Team tab: For any employee who has direct reports as well as higher level managers with multiple reporting levels (can see all direct reports under each manager level) Can see entire employee profile by clicking on employee name.  

Michele Brown, HRIT HR: Employee Profile Tablet and mobile ready…

HR: Benefits IRS Section 6055/6056 Reporting Solution Joey Evans, Benefits HR: Benefits IRS Section 6055/6056 Reporting Solution Release 8.11.4-3/20/2015 New Forms used for collecting necessary data for UNM to file form 1094-c and 1095-c for CY 2015 (Similar to W-2 reporting) Mass update process will be released in later patch Employee Profile-OE and New Hire/Life Events

Student Recent Advancements Banner XE Development and Deployment POC project completion Grad App/ApplyYourself Implementation Evaluation Kit (Course Evaluation System) implementation Admission Letter Print Migration to EM Form Efficiencies: Proxy and Privacy Indicator u.achieve/u.direct Impementation (in process) Open Registration Load Testing MyUNM Student Bill Redesign Royall Integration PreReq/CoReq Drops Process Upgrades: Banner AdAstra Curriculum Workflow

Student Release Roadmap Conversion of baseline products INB, SSB Integration with partner products x, x, Timelines

Student: Integration with partner systems Alex Gonzalez, Registrar Student: Integration with partner systems Integration Ad Astra: use of their platinum analytics to improve student access to required courses and increase student credit load. Provide course demand data. eTranscripts: most vendors can now integrate with Banner to provide multiple options for eTranscripts. Creation of a transfer articulation module to articulate the transcript through receipt of an eTranscript, looking for schools to help test. Banner Advising Student Profile: advising tool, attendance tracking, faculty grading, link to degree audit

Student: Preferred Name Alex Gonzalez, Registrar Student: Preferred Name Transgender student identities – request to enable preferred name for students Exploratory taskforce formed by request of Provost, composed of representatives from LGBTQ Resource Center, Registrar’s Office, LoboCard Office, and IT. Met with Ellucian and other schools to discuss options. Recommendations to Ellucian to work on a baseline solution. Reviewed two schools that implemented preferred name, one with modifications to baseline one without. Currently defining UNM solution

Financial Aid Advancements FISAP Finance/Fin Aid reconciliation Financial Acceptance by Students in Loboweb SignMyLoan Promissory Note Rewrite Upgrades: Banner

Financial Aid: Release roadmap Kim Luu, Financial Aid Office Financial Aid: Release roadmap

Financial Aid Futures Direct Loan Streamlining Kim Luu, Financial Aid Office Financial Aid Futures Direct Loan Streamlining Banner Financial Aid 8.23 Courses that Count in Program Banner Student 8.9 and Banner Financial Aid 8.24.1 Banner XE Student And Financial Aid

General Advancements New and upgraded Banner Workflows Banner XE authorizations implementation Oracle Forms and Reports upgrade PICES (provisioning) system enhancements BAR (Banner Authorizations Request) system enhancements Upgrades: Banner General Person and Web General AppWorx ePrint Workflow

General: Release Roadmap Linda Johansen, IT Apps, Shared Components General: Release Roadmap General 8.6.4 – Seamless Navigation Support General 8.6.4.2 – TouchNet Support General 8.6.4.3 – Banner Workflow Integration Support General 8.7.2 – Banner Event Management 9.x Support General 8.7.3 – Job Submission Enhancements General 8.7.4 – Banner Communication Management Support General 8.7.4.1 – MEP Support General 8.7.4.2 – Signed JAR file to include timestamp General 8.7.4.3 – Ellucian Portal Support General 8.7.5 – Support for Transformation General 8.8 – Roll-up, Transformation Support, misc defects General 9.0 –Transformation Release

Banner XE: The next generation of Banner

Linda Johansen, IT Apps, Shared Components What is Banner XE? XE = eXtensible Ecosystem = Ellucian’s technology strategy emphasizing extensibility, configuration, usability, openness, scalability, and evolution Uses common web 2.0 user experience Uses standards based, open source, modern technologies (HTML 5, CSS3, JS) No Java plug-in needed!!!! Modularized to eliminate larger system dependencies and be more plug and play Will coexist alongside Banner 8 during the transition

Linda Johansen, IT Apps, Shared Components XE at UNM XE requires a significant change in technical architecture. Preparations began two years ago Just completed a year-long proof-of-concept project to design and prototype the new architecture XE is modular and will be implemented gradually; will co-exist with current Banner Have begun the first implementation, planned for October 2015, more to follow

Banner 9 vs. Banner 8 Banner 8 is the version we are using today Linda Johansen, IT Apps, Shared Components Banner 9 vs. Banner 8 Banner 8 is the version we are using today Banner 9 (XE) uses the same database, same tables, same logic, same functionality, but has different look and feel Some Banner 9 pages are completely new and different, some are simply “translated” into the new format

XE Registration: Find Classes

XE Registration: Register for Classes

XE Registration: Error Messages

Linda Johansen, IT Apps, Shared Components Forms transformation Tool automatically converts Banner 8 INB Oracle Forms to HTML5/Java-based pages No change to fields or functionality, just converted to new format Aggressive timeline HR transformed forms delivered by Q3 2015 Finance transformed forms delivered by Q1 2016 Student, Bursar, and Financial Aid transformed forms delivered by Q3 2016

Forms transformation roadmap

Current Banner interface Linda Johansen, IT Apps, Shared Components Current Banner interface

Transformed into Banner 9 Linda Johansen, IT Apps, Shared Components Transformed into Banner 9

Banner Application Navigator Linda Johansen, IT Apps, Shared Components Banner Application Navigator Glues Banner 8 and Banner 9 (XE) together. Users don’t have to know which version a given form is in, allows switching between 8 & 9

Linda Johansen, IT Apps, Shared Components Questions?