Pennsylvania BANNER Users Group 2007 Successfully Implementing a Decentralized Admissions Solution.

Slides:



Advertisements
Similar presentations
th Annual PABUG Conference Session Title Presenter Name.
Advertisements

Pennsylvania Banner Users Group 2008 Fall Conference
Pennsylvania BANNER Users Group 2006 Junior/Senior Rollover.
Pennsylvania Banner Users Group 2008 Fall Conference Spreadsheet Budgeting.
Pennsylvania BANNER Users Group 2006 NCATE Assessments John Tabor University of Scranton.
Pennsylvania BANNER Users Group 2007 Admissions Checklist – Online!
Pennsylvania Banner Users Group 2008 Fall Conference TEACH Grant Discussion & Setup.
Pennsylvania Banner Users Group 2008 Fall Conference
Pennsylvania Banner Users Group 2008 Fall Conference IUP Banner Server Environment Jeff Montgomery.
Pennsylvania BANNER Users Group 2007 Duquesne University Data warehouse Greg Jerry Jill Spitznagel Chad Painter.
Pennsylvania Banner Users Group 2008 Fall Conference Imaging in Financial Aid.
Pennsylvania Banner Users Group 2008 Fall Conference Value-Added Reporting Through Argos Patrick Kelly – Director, Administrative Computing – Immaculata.
Pennsylvania BANNER Users Group 2007 Structuring a reporting environment for success.
10 th Anniversary Implementing a Dynamic Management Reporting Environment.
Pennsylvania Banner Users Group 2008 Fall Conference
Pennsylvania BANNER Users Group 2007 Automating the Freshman Parent Load.
Pennsylvania Banner Users Group 2008 Fall Conference Finance Reporting from the ODS using Cognos.
Pennsylvania BANNER Users Group 2006 Integrate Your Decision Support with Cognos 8.
On-Line Graduation Application and Manual Role for Banner 8.x
Pennsylvania BANNER Users Group 2007 Oracle Discoverer Web Reports for the Provost & Deans.
Pennsylvania Banner Users Group 2008 Fall Conference EMUR (Enrollment Management Reporting) Portal.
Pennsylvania BANNER Users Group 2006 Using Solicitor Organizations to Manage Multiple Volunteer Groups.
Pennsylvania Banner Users Group 2007 Conference APEX Applications for Student Presented by: Jane Gilbert, Director of Application Support Services Sandra.
Pennsylvania BANNER Users Group 2007 Disaster Recover For The Financial Aid Environment.
Pennsylvania Banner Users Group 2008 Fall Conference IUP Enrollment Management Solutions Jeff Montgomery.
Pennsylvania BANNER Users Group 2006 Dickinson College Accounts Receivable Go Live Lessons Learned.
Pennsylvania Banner Users Group 2009 Fall Conference Implementing Imaging 11/24/2009.
Pennsylvania BANNER Users Group 2006 Development and Launch of a Portal Tab for Admitted Students Dana Stow Admissions Debbie Feldman LTS.
Session Title Presented by: Name, Institution Day, Date, Time ##:## Session ID ###
HCM Implementation The ASU Way Max Davis-Johnson University Technology Office April 26, 2007.
Workflow Basics Tommy Parker Sr. Systems Analyst & Team Leader Mississippi State University 1 MBUG – September 17, 2012.
Linda Nickel EPSB Project Specialist 1.
Derreck Pressley – Seattle University  Founded in 1891 in Seattle, WA  Jesuit Catholic institution  7,800 students within seven schools/colleges,
David Boyd & Associates Integrated Tax System Procurement Assistance David Boyd & Associates.
Scribin’ in Style Developing a Scribe Style Manual for Your Scribers.
BANNER New Student Information System FACULTY WEB.
ECM Project Roles and Responsibilities
The chapter will address the following questions:
CORE 1: PROJECT MANAGEMENT Overview TECHNIQUES FOR MANAGING A PROJECT Communication Skills Active Listening Mirroring Paraphrasing Summarizing Clarifying.
Financials – Phase II Kick-Off Meeting September 11, 2008 Brenda Bolander, State Comptroller Michael Grisser, Project Manager.
Agenda 1. Definition and Purpose of Data Governance
Nimisha Raval Data, Planning, & Research November 2014.
An Update: UGA’s New Student Information System. Project Overview ConnectUGA is the project name for the Banner software implementation of the new student.
Leadership Development at YouthBuild. Examples of Leadership Development and Youth Voice in YouthBuild Programs.
1 SMART Training Update – May 2011 Michaela Butterworth.
 SAP Public Sector and Education, 10/26/2015, Slide 1 The University of Tennessee Change Management Business Blueprint.
ERP at The University of Nebraska: Defining Roles Don Mihulka, University of Nebraska Dave Reifschneider, Prescient Consulting Jim Buckler, Prescient Consulting.
KUALI EVALUATION AND IMPLEMENTATION John G. Robinson rSmart.
1 Computing and Communications Services ● Business Analysis and Process Re-engineering Gayleen Gray, Deputy CIO.
th Annual PABUG Conference Paperless Verification A case study of combining Banner, BDM, reporting, and humanity Jeremy Mayernik Duquesne University.
Project Management Methodology Project Closing. Project closing stage Must be performed for all projects, successfully completed or shut off by management.
An Update: UGA’s New Student Information System. Project Overview ConnectUGA is the project name for the Banner software implementation of the new student.
Faculty Load and Compensation Part 2 Bruce Schermerhorn, Human Resources Consultant Antonio Trepesowsky, Student Consultant Sungard Higher Education.
IS&T Project Reviews September 9, Project Review Overview Facilitative approach that actively engages a number of key project staff and senior IS&T.
Banner Project Overview February 24, Presentation Objectives:  What is the Banner Project ?  When are we doing it ?  How will we do it ?  Who.
Presented by: Dr. Jan I Fox, Marshall University
Catherine Maloney, SHRM-CP, PHR Sr. Business Systems Analyst, HR
The Marshall University Experience with Implementing Project Server 2003 August 9, 2005 Presented by: Chuck Elliott, M.S. Associate Director, Customer.
Banner Project Student Team Update
Session Title Session Subtitle
Building Partnerships:  How the Office of Assessment and Accreditation Can Help You and Your Program Be Successful.
Description of Revision
Project Management Tips
IT Governance Planning Overview
Session Title Session Subtitle
IS&T Project Reviews September 9, 2004.
Project Management Process Groups
Executive Project Kickoff
{Project Name} Organizational Chart, Roles and Responsibilities
TCSG’s Early Alert Management System ~ TEAMS
Presentation transcript:

Pennsylvania BANNER Users Group 2007 Successfully Implementing a Decentralized Admissions Solution

General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered at the end of the session Thank you for your cooperation

Introductions Celeste Corsi, Director of Enrollment Research & Systems – Duquesne University – 9 years – 13 years of experience in Higher Education Institutional Research Undergraduate Admissions – Enrollment Research Banner Implementation – Core Process Team Leader for Data Standards (~ 1 year) – Core Process Team Leader for Admissions & Recruiting (~ 1.5 years) Ezequiel Terrazas, Manager – SMART Business Advisory and Consulting – 13 years of experience in Higher Education which include 7 years with system implementations Recruiting & Admissions Records & Registration Accounts Receivable Collections

Duquesne University Founded by the Spiritan Congregation in 1878 Private Catholic University Nearly 50 acres overlooking downtown Pittsburgh, PA Enroll undergraduate and graduate students Ten graduate schools

SMART Business Advisory and Consulting Headquartered in Devon, PA Professional services firm with international offices and over 600 consultants The SMART Advantage – Depth of Higher Education experience – Proven methodologies with a history of success – Experienced functional, technical and project management resources

Objectives Provide a positive and realistic overview of a decentralized admissions implementation project at a medium-sized, private university. Discuss the primary challenges encountered during the implementation of an ERP system and the corresponding solutions. Identify issues that institutions should address in the early phases of an ERP implementation.

Issues Encountered Communication & Common Vocabulary Skill level variations Different processes for each area Varying application requirements Identify shadow databases used to support offices Security Negotiate conflicting views/interests Identify an implementation partner Identify and engage appropriate institutional personnel to be involved in the implementation

Solutions to Issues Encountered Schedule weekly meetings with end-users and provide documentation Provide training and develop training manuals that cross various skill levels Analyze and identify non-standard processes Analyze and identify varying application requirements for each area and accommodate differences by building the appropriate checklist items Identify Banner modules/forms that can replace shadow databases Develop security roles and classes based on user requirements Actively listen and negotiate conflicting views/interests – facilitate collaboration among team members and external groups Identify an implementation partner Identify and engage appropriate institutional personnel to be involved in the implementation

Initial Decisions – Prior to Design Data standards Define curriculum Identify modules to be implemented Identify all players involved in the implementation and decision making process Identify 3 rd party solutions that may be considered to support the system

Design Process Define As-Is process design – Process Narratives – Process Diagrams Define To-Be process design – Process Narratives – Process Diagrams Standardize validation tables Identify security roles and needs

Design Process (cont…) Resolve non-standard practices Clearly define staff implementation roles in each area Identify testing requirements and develop scripts Develop training plans Identify reporting needs

Implementation Process Dependencies – Student – Financial Aid – Accounts Receivable etc.. Identify and manage database instances Do not assume that everyone is aware what instance should be used for each task Manage the conversion of legacy data Normalize the population of validation tables within different database instances

Implementation Process (cont..) Execute test plan in the appropriate configured database instance(s) Edit and update design as appropriate without reengineering it entirely Document issues encountered and communicate the resolution/decision for each issue Provide training, re-training and more training - ongoing

Go-Live plan Fully define Go-Live plan – Tasks – Responsibilities – Dates – Dependencies etc. Communicate dates associated with Go-Live to all affected Fully define an ongoing system support plan – Security – Navigation – Roles – Rules

Go-Live plan (cont…) Issues resolution and sharing results should be an ongoing process Training must be an ongoing process Dependencies on other Banner modules and 3 rd Party solutions

Conclusions Discipline Communication Functional and technical leader Manage and support the talent involved Realistic expectations Iterative process – all will not be perfect ERP is an institutional asset and must be managed as such

Questions??? Questions Comments Ezequiel Terrazas, Manager Phone: Celeste Corsi, Director Office: