1. Administration and Finance (A&F) A&F Information Systems Management (AFISM) Executive Briefing #1February 21, 2007 “Banner Implementation”

2. A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation Today’s Purposes:  Banner Update Planning For Implementation And Beyond  Changing Account Codes  Other Announcements

3. Banner Implementation & Impact:  ConnecTech: Name of the project to replace TechSIS, TechFIM, TecHRIS  SunGard Higher Education: The vendor  Banner: The Web Based Information System purchased by Texas Tech The Student Module replaces TechSIS The Finance Module replaces TechFIM The HR Module replaces TecHRIS Add-ons for reporting, portal access, document imaging  Texas Connection Consortium (TCC): State of Texas User Group for regulations and legislative directives. A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

4. Banner Responsibilities  Administration and Finance (A&F) Finance Module (incl. e-procurement, travel, etc) Human Resource Module (incl. e-PAF, Payroll) Budget Prep  Enrollment Management Student Module  TTU System IT Xtender – Document imaging Luminus – Portal access A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

5. Banner Management Team  Banner Project Team: Max Ahmad, AFISM, Project Manager Thom Davis, AVP Financial Affairs, Finance Team Leader Janet May, AVP Human Resources, HR Team Leader Beverly Cotton, AVP Budget Charlie Stallings, AVP Business Affairs (interim)  AFISM – A&F Support Services Communications and Training System Security, IDs and Passwords COGNOS Reporting Tool and End-user Training www.depts.ttu.edu\afism A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

6. What is this Executive Briefing?  An Executive-level “Summary” Banner Implementation Disseminate information, too long for a SAC meeting Announce a campus initiative that involves division and college resources Open for questions Scheduled periodically, as needed  versus an Executive Memorandum E-updates may require feedback February 12, 2007 memorandum to SAC A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

7. Why one representative?  Top-down executive involvement Manage resources: the right person to the right event at the right time to be ready for implementation  Campus community meetings to follow Detail presentation Discussion wanted April 2-6 following this briefing  WANTED: One executive representative! A SAC-level contact person Has the ear of the SAC executive Can communicate/mobilize the college or division Your “Banner Project Manager” oGuides division or college to implementation oPost implementation review and respond Reply by: March 5, 2007 A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

8.  Advance Communications Your division or college is “in the know”  Involve knowledgeable Business Managers Volume or complex users nominated by A&F Pilot training in specific process (e-PO, ePAF, etc.) Participate in “break the system” testing  Develop Early Expertise Before the training period begins Develop process “experts” or “go to” support in your division or college Create internal discussion groups led by your staff for your staff? Maximize internal expertise before implementation BEST – Banner Executive Strategist Team! A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

9. A BANNER DIFFERENCE: Chart of Accounts Codes  Account Number (Fund, Area, Organization)  Expense Object and Sub-Object Codes  Revenue and Sub-Revenue Source Codes  Department and Division Codes A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

10. Banner Difference:  Banner is more transparent than TechFIM  Discontinue TechFIM Codes: Account Number (Fund, Area, Organization) Expense Object and Sub-Object Codes Revenue and Sub-Revenue Source Codes Department and Division Codes  Introduce Multiple Charts of Accounts T – Texas Tech University H – TTU Health Sciences Center S – TTU System A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

11. Banner uses the following codes:  Fund (similar to Fund in the Acct #) Fund Area Orgn  Organization (similar to dept code)  Account (“natural” grouping, combines Object/Sub- Object; combines Revenue/Sub-Revenue; and includes Balance Sheet Account codes)  Program (“functional” for compliance reporting) And sometimes:  Activity (TCC; special reporting?)  Location (for property inventory) NOT an Account Number: a FOAP or FOAPAL, as needed! A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

12. F OAPAL: F UND CODE  A Fund is a self-balancing set of accounts  Identifies types of funding (E&G, Designated, Auxiliary, etc.) Identifies expenditure guidelines A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

13. F O APAL: O RGANIZATION CODE  Budgetary unit or departmental unit  TechFIM/TecHRIS department code Y1P99 ASC99  Banner – a hierarchical organization Institution Division Campus Area Unit Department Section A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

14. FO A PAL: A CCOUNT CODE  Now incorporates multiple uses Sub-categories of revenue and expense Revenue Source, Object Codes Sub-totals (State Comp Objects) Sub-revenue source, Sub-object Code  Organized for sight recognition and natural classifications 1.Assets 2.Liabilities 3.Control Accounts 4.Fund Balance 5.Revenues 6.Salaries 7.Other Expenditures 8.Transfers 9.? Fund Entries A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

15. FOA P AL: P ROGRAM CODE  Coded in TechFIM on ORGN table  Used for functional reporting oInstruction oResearch oPublic Service oetc. A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

16. FOAP A L: A CTIVITY CODE  Optional  Not hierarchical  May be used to record and track special events or departmental defined functions Uses by TCC for the HR module may override this functionality A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation FOAPA L : L OCATION CODE  Optional  Identifies physical locations  Used with the fixed assets module

17. Other Announcements:  The Coming Banner Environment  No modifications (?) for easier upgrades  Vendor (SunGard) provides the upgrades  TCC – Texas Connection Consortium  Managing human and technology resources  The COGNOS reporting tool  The current Travel System will be Banner- ized and enhanced.  For e-PO, SciQuest is under consideration  Luminus Portal, a “My Banner”  Single Sign-on for all modules  Access to reports, queries, data entry  Task List and Messaging System A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

18. TODAY : What do we need from you?  Banner Project Manager March 5  Communicate in your college or division The impact chart for staff scheduling/planning Account Codes will change Presentations coming April 2-6, feedback by April 16 The Travel System will be Banner-ized and improved COGNOS for ad hoc reporting Luminis Portal for single sign-on, “My Banner” AFISM, www.depts.ttu.edu\afism A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation

20. Major headline statement set on two lines here  First level bullet treatment here Second level bullet treatment –Third level bullet treatment A&F Information System Management (AFISM) Executive Briefing #1, Banner Implementation