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NMSU Banner Project Name. http://uno-project.nmsu.edu. NMSU UNO Banner Project . SunGard Systems Computer Technology (SCT) The name of the company http://sungardhe.com Banner The name of the software purchased 1,300 + of peer institutions

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Nmsu banner project name
NMSU Banner Project Name

http://uno-project.nmsu.edu


Nmsu uno banner project
NMSU UNO Banner Project

  • SunGard Systems Computer Technology (SCT)

    • The name of the company

      http://sungardhe.com

  • Banner

    • The name of the software purchased

    • 1,300 + of peer institutions

    • SunGard He Banner: Enterprise Resource Planning (ERP) attempts to integrate all departments and functions across a company onto a single computer system that can serve all the different departments’ needs (Koch 2002)


Why is this important to nmsu
Why is this important to NMSU?

  • Single integrated data store

  • Replace NMSU’s current legacy systems

  • Integration with NMSU’s web-based course management system, WebCT

  • Establishes partners for the future (SunGard and Oracle)

  • Provides 24 hours a day, 7 days a week access from any authorized web-enabled computer

  • Eliminates social security ID number for students, faculty, and staff

  • Electronic signatures, forms and workflow

  • Ability to implement improved methods to track recruitment and enrollment



What was purchased from sungard sct
What was purchased from SunGard SCT?

  • Software Modules:

    • Advancement

    • Finance

    • Financial Aid

    • Human Resources

    • Luminis (Web Portal and Content management System)

    • Student (Registrar, Admissions, University Accounts Receivable and Auxiliaries)

    • Data Marts (Data warehouse and reporting)

    • Self-service Products

    • Workflow

    • Xtender (integrated imaging)


What was purchased from sungard sct1
What was purchased from SunGard SCT?

  • Services:

    • SCT Project Management - for the whole project

    • Technical Hours

      • Installation and Training

    • Functional Training Hours - by module

      • Assisting us in using the software to better our processes


What else was purchased
What else was purchased?

  • Hardware (Sun Microsystems)

  • Third-Party Software to enhance or enable the core software to work efficiently and effectively

    • Applicant tracking

    • AppWorx (job scheduling)

    • COGNOS (Canned and ad hoc report writer)

    • Evisions (check printing and digital documents)

    • Data Warehousing


Nmsu uno banner project mindset
NMSU UNO Banner Project Mindset

  • Current processes will be critically analyzed

  • If needed, changes will be made to our processes

  • No changes will be made to the baseline software


Current banner go live dates
Current Banner “go live” dates

  • Project Kickoff Meeting: October 2003

  • Admissions Phase I: September 2004

  • Human Resources: January 2005

  • Luminis Web Portal: January 2005

  • e-~print: January 2005

  • Evisions: January 2005

  • Workflow: January 2005

  • Xtender: February 2005

  • PSL Timeload Interface: March 2005

  • Finance: June 2005

  • Appworx: June 2005

  • Content Management System: July 2005 (w/pilot groups)

  • ODS for HR: August 2005

  • Admissions Phase II: September 2005

  • Student Marketing System: September 2005

  • Higher Markets: November 2005

  • ODS for Finance: January 2006

  • EDW: February 2006 (tentative)

  • Student: October 2006

  • DARS: October 2006

  • Financial Aid: February 2007

  • Advancement: May 2007

  • ODS for Student: TBD

  • ODS for Financial Aid: TBD

  • LDI for e-learning – TBD

  • Cognos: TBD (linked to ODS & EDW)


Nmsu uno banner communication
NMSU UNO Banner Communication

  • “Big” committees

  • Presentations to small groups

  • ABCD memos

  • Website – http://uno-project.nmsu.edu

  • Secure Website http://salsa.nmsu.edu/Banner

  • Listserve: [email protected]


Project organization and management
Project OrganizationandManagement

  • UNO Project Director

    • Michael Hites - contact Shawna L. Arroyo (she’s nicer)

  • UNO Project Management

    • Advancement – Jim McKinney

    • ERP Reporting – Olga Conter

    • Finance and Human Resources– Norma Noel

    • Student and Financial Aid – Natalie Aranda

    • Technical – Mrinal Virnave

    • Luminis

      • Content Management – Richard Chavez

      • Portal – Richard Chavez

      • Self service – Richard Chavez


Banner steering committee
Banner Steering Committee

  • William Flores Executive Vice President & Provost* (Chair)

  • Jennifer Taylor Senior Vice President for Business and Finance

  • Ben Woods Vice President for Planning, Physical Resources & University Relations

  • Gladys De Necochea Associate Provost for Student Affairs & Community Colleges

  • Rebecca Dukes Vice President for University Advancement

  • Vimal Desai Chaitanya Vice President for Research

  • Michael Hites Chief Information Officer

  • Carmen Gonzales Vice Provost for Distance Education/Academic Dean

  • Everett Egginton Vice Provost for International and US-Mexico Border Programs

  • Elizabeth Titus Dean of Library

  • Christopher Erickson Faculty Senate Representative

  • Ellen Bosman Faculty Senate Representative

  • Jennifer Kreie Faculty Senate Representative

  • Jessica Vallejos ASNMSU Representative

  • Robert Moulton Academic Dean

  • Felicia Casados Campus Executive Officer

  • Susan Grotevant Associate Provost of Student Success/Academic Programs


Banner implementation methodology
Banner implementation methodology

  • Business process analysis

  • Functional and technical training from SCT

  • Fit-gap analysis

  • Configuration

  • Data conversion

  • Testing

  • User training

  • Go live




Content management system cms
Content Management System (CMS)

  • A CMS automates the process of creating, publishing, and updating web site content.

  • Templates

    - Consistency

    - Global Branding

    - Propagates changes quickly and easily

  • Editing content without knowing HTML

  • Workflows & Approval

    - A workflow is the rule by which pages get created, approved, and added to the site

    - Based on roles




Cms features
CMS – Features

  • In-Context Editing

    • Simplified content editing/entering for content contributors

    • Content entered/edited via browser

  • Site Management

    • Simplified tools to create & manage sites

  • Content Contributors

    • Enter and update content and participate in the workflow. De-centralized and non-technical.

  • Content Editors

    • Responsible for initiating and managing workflows. Ensures site content is up-to-date. De-centralized and non-technical

  • Versioning

    • Helps people track changes to the content

    • Back out changes to older copy

    • “Safety net”

  • Asset Management

    • Prevents duplication of data and assets

  • Template Developers

    • Responsible for developing XML and JSP templates to support the system. Centralized and technical.


Cms teams feedback
CMS Teams & Feedback

Objectives

  • Gather use requirements and expectations from all constituent groups

  • Interview key contributors, subject matter experts, and technical team members

  • Analyze existing documentation and research reports

    To join the CMS Advisory Committee that consists of people from college, branches and administrative units contact:

    Richard Chavez

    [email protected]

    505.646.1810



The disconnected campus
The Disconnected Campus

Diverse, disparate systems and services that:

  • Foster a disconnected campus experience

  • Encourage inefficiency

  • Limit choice


The unified digital campus
The Unified Digital Campus

SCT solutions equips your unified digital campus to:

  • Provide personalized, user-centric education experiences

  • Deliver the right applications, information, tasks, and resources to the right people at the right time

  • Support business processes, collaboration, and interconnectivity

  • Extend the value of existing investments

  • Build according to your ownneeds, vision, and timeline


What the portal looks like
What the Portal looks like

  • Content is aggregated in channels

  • Users can personalize their layout and subscribe to published channels


Portal key features
Portal Key Features

  • Community building tools like chat and message boards

  • WebCT Course tools integration for students and faculty

  • Integrated self service for personal administrative information (pay stubs/ leave balances etc.)




General person update

General Person Update

Activities

Development of Data Standards/Policy

Population of shared validation tables

Definition of security


General person update1

General Person Update

Data Standards/Policy

Identification number

Names, prefixes, suffixes, vendors

Addresses

Emergency contacts

Email addresses

Date of birth/death

Confidentiality


Shared validation tables

Shared Validation Tables

Table – database structure used to store information

Validation table – code table used for a particular data element, eg: student type, college, campus

Shared validation table – validation table utilized by multiple Banner modules (eg: Student and HR), example Address Type

Validation tables are utilized by Oracle for data integrity, ensuring only data of a valid type is stored

Example: Address Type

AD – Permanent physical address

BI – Billing address

CU – Current address

MA – Mailing address

P1 – Parent address 1

P2 – Parent address 2


Shared validation tables1

Shared Validation Tables

Phase 1 – Demographics (1 March 2004)

Address types (STVATYP), sources (STVASRC)

Emergency contacts/relationships (STVRELT)

County (STVCNTY), State (STVSTAT), Nation (STVNATN), Zip (GTVZIPC) codes

Telephone types (STVTELE)

Email addresses (GTVEMAL)

Citizenship (STVCITZ), Visa types (STVVTYP)

Gender, ethnicity (STVETHN), marital status (STVMRTL)

Veteran (STVVETC), legacy information (STVLGCY)


Shared validation tables2

Shared Validation Tables

Phase 2 – Required for Human Resources

(15 March 2004)

Campus (STVCAMP), College (STVCOLL),

Academic year (STVACYR), days of week (STVDAYS)

CIP codes (STVCIPC), majors (STVMAJR),

Class (STVCLAS), level (STVLEVL)

Grading mode (STVGMOD), terms (STVTERM)

Degree codes (STVDEGC), degree level (STVDLEV)

Institutions (STVSBGI)

Contacts (STVCTYP), initials (STVINIT), honors (STVHONR)


Shared validation tables3

Shared Validation Tables

Phase 3 – Required for Finance

(Led by Finance)

Chart of Accounts (FTVCOAS)

Organization (FTVORGN)

Funds (FTVFUND)

Accounts (FTVACCT), account indexes (FTVACCI)

Programs (FTVPROG), Activities (FTVACTV)

Currency (FTVCURR)


General person update2

General Person Update

Security

Access, confidentiality

Custodians, authority

Definition of user classes associated with University role

Define Security

- Banner

- ODS

- Cognos



Security for all systems
Security For All Systems

  • Self Serve (web for)

  • Luminis User

    • Luminis Administrative

  • Banner Administrative

  • Banner ODBC (transaction engine)

  • ODS (aka Datamart)

  • Cognos

  • Xtender

  • Action Items


Our System That Needs Security

Self-Service

Web

For

Employees

NMSU Staff

Banner

System

Cognos

Reporting Suite

Web

For

Faculty

Banner Transactional Database

Operational Data Store (ODS) Repository

Data Warehouse

Web

For

Alumni

Web

For

Prospects

ODS

Finance

Finance

History

Banner

Finance

ODS

Human Resources

Human Resources

History

Banner

Human Resources

Web

For

Applicants

ODS

Advancement

Advancement

History

Banner

Advancement

Web

For

Students

Banner

Student

ODS

Student

Student

History

Banner

Financial Aid

ODS

Financial Aid

Financial Aid

History

Web

For

Executives


Authentication vs authorization
Authentication vs. Authorization

  • Authentication --- ID + Password

  • Authorization – Mapping between your ID and what you can do

    • VISTAS LOGIN

      • VISTAS SECURITY

    • FRS ID

      • FRS Forms


Self serve access
Self serve access

  • User has no login or password to Banner or Oracle

  • All Access is via self-serve with the Banner ID and Banner PIN. The form is run in administrative mode to allow the form to be run. The BID and BPIN are used to isolate the query to the user

  • Luminis carries the BID and BPIN in a structure and uses this pair to access Self Serve

    • This means that if you authenticate to Luminis, then Luminis can hide the access to self serve (and webct)


Luminis

Luminis-d

CPIP

Application

Server

Banner-as-d

Self

Serve

Banner-ss-d

CPIP

WebCT

Security/Authentication Flow SELF SERVE

Oracle

Banner-d

Banner

BID/BPIN

User Access

Passes BID/BPIN

Stored in Luminis


Luminis authentication single sign on
Luminis AuthenticationSingle Sign On

LDAP

Luminis ID/PW

Luminis

Portal Access

CPIP

Self-Serve

WebCT

IMAP/POP

Email

calendar


Banner security administrative
Banner Security (Administrative)

  • Banner Account is an Oracle Account

  • Account is Generated by BANSECR account selecting the GSASECR form

    • Typically centrally managed

    • Sets up Banner Classes and Roles

    • If you have privileges to the GSASECR form, you can give out any security in Banner you wish


How banner security works
How Banner Security Works

  • All Oracle accounts (set up via GSASECR) have CONNECT ONLY rights in Oracle (by default)

  • ALL BANNER FORMS have a front end security module

  • Based on your role/class in Banner, Banner Form sets up your security for that Form at that time (ephemeral security).

    • To the form (object), the appropriate oracle security is attached.

    • A “normal” banner administrative user has NO explicit Oracle access.


Application

Server

Banner-as

Administrative User

FR, HR, Student, Financial Aid, Alumni, Extender

Oracle

banner

Banner

BID/BPIN

INB ACCESS

Via a web browser

Oracle ID

Oracle Password

(Managed by Banner

Security Group)


Administrative User Example

Banner Security Tables Consulted

Oracle

Banner

Application

Server

Security Tables Result

SPAIDEN OBJECT

(User sees the output of the object)

Security is attached to

Object

SPAIDEN


Administrative User Example

SPAIDEN TABLES UPDATED

Oracle

Banner

Application

Server

RESULTS RETURNED

Update Result Presented

To User

Security is complete

(oracle security is taken away)

SPAIDEN Form

Completed




Ods and cognos

Oracle

Banner

BID/BPIN

ODS and Cognos

Oracle ID and Passwords

Maintained on ODS

Independent of Banner

ODS

ODBC

Power Users

COGNOS

Cognos Security Access


Ods and cognos security
ODS and Cognos Security

  • ODS access is by Oracle Security Only

    • Banner Security is not migrated from Banner

    • Who should have direct access to ODS?

      • Need to determine levels of security (read only) and how to permit users in

  • Cognos can differentiate users (like E-print does)

    • Users in LDAP are assigned different classes

    • Cognos Packages are programmed to allow access to packages or data within the package – manage through the cognos administration tools.

    • Cognos should be able to be part of the Luminis portal login removing a layer of passwords for the users


Xtender security
Xtender Security

  • Xtender user account management via windows fat client. It is fairly independent of banner

  • Meta data is available through banner forms

  • Disk Xtender to add value added security

    • TBD


Action items
Action Items

  • ICT staff are engineering methods for converting Global ID and Global Password to Luminis ID and Password

  • Who should manage the Banner Security?

    • Most institutions do it centrally

    • FR and HR value add are done by the respective office.

  • Who should manage ODBC connections to Banner-P?

  • Who should manage access to ODBC connections to ODS

  • Who should manage access to Cognos reports?

  • Phone Access

    • Payments

    • Transcript Express

  • Self-serve outside of Luminis

    • Web-for-prospects

    • Web-for-admissions


Nmsu technical project manager
NMSU Technical Project Manager

Dr. Shaun Cooper

[email protected]

505.646.6030


Why chart of accounts is so important

Financial

Aid

Housing

Registration

Third Party

Sponsors

Enrollment

Strategy

Classroom

Locations

Academic

Records

Class

Schedule

Course

Catalog

Recruiting and

Admissions

Academic

and Student

Structure

Fixed

Assets

General

Ledger

Grants and Contracts

Employee

Relations

Bio-demo

Position

Applicant

Tracking

Control

Compensation

Payroll

Calc Adjust

Admin

Benefits

Admin

Budget

Development

General

Person

Time and

Attend

Why Chart of Accounts Is So Important

Financial System

Student System

AP Central

Purchasing

Accounts

Receivable

COA

Personnel Budgeting

Human Resources System


Introduction to the new chart of accounts
Introduction to the NewChart of Accounts

  • The new Chart of Accounts is composed of “FOAPAL”.

  • FOAPAL is an acronym made from the names of its six segments plus a chart identifier.

FUND

F

ACCOUNT

A

Activity

A

PROGRAM

P

Location

L

CHART

C

ORGANIZATION

O


Required segments
Required Segments

CHART

C

FUND

F

Not all segments are required for a transaction to be recorded.

ORGANIZATION

O

ACCOUNT

A

PROGRAM

P

Activity

A

Location

L


Hierarchies in banner segments
Hierarchies in Banner Segments

Hierarchies reflect relationships between the levels of responsibility. Or reporting– e.g.. For Org could be Campus - College – Department

  • Allows easy grouping and summarizing for processing and reporting.

  • Hierarchies allow various reports to be rolled up to the next level.

  • Typically, a lower level of the hierarchy is selected to be the data enterable level and collects information from the transactions.


Sample of banner organization hierarchy f o apal
Sample of Banner Organization Hierarchy(F”O”APAL)

Level 1

Level 2

Level 3

Level 4

Level 5

Level 6 Data Entry

Level 7 Data Entry

Level 8 Data Entry


C foapal summary
C-FOAPAL Summary

Banner Chart of Accounts Structure

Segments and Hierarchies

Chart

C

Fund

F

Organization

O

Account

A

Program

P

Location

L

Activity

A

Optional Segments

Required Segments

Characters1 6 6 6 6 6 6

Hierarchy

Levels 0 5 8 4 5 0 5

Banner Accounting String or FOAPAL


Chart
CHART

CHART

C

Chart refers to the chart of accounts. Banner allows the use of multiple charts of accounts within one instance of Banner.

Current plans are to have at least two charts of accounts – NMSU and Fndn.


FUND

FUND

F

6 digits / 5 levels of hierarchy

  • Designates a fiscal and accounting entity with a self-balancing set of accounts.

  • Every entity general ledger in current chart of accounts will have a fund in the new COA. Some subsidiary ledgers will have a fund.

  • Funds are needed for entities that must have a balance sheet.

  • Current plans are to use first two digits to indicate campus and type of fund.


Organization
ORGANIZATION

ORGANIZATION

O

6 digits / 8 levels of hierarchy

  • Used to track the financial activities by functional reporting units.

  • Designates the department/unit of budgetary responsibility and accommodates reporting at any level of organizational hierarchy.

  • Replaces NMSU’s Organization, Executive Level, College, and Department attributes.

  • Does not have to mirror the university hierarchy;

    just collects info for reporting.

  • Organization is where the $ are spent!


Account
ACCOUNT

ACCOUNT

A

6 digits / 4 levels of hierarchy

  • Designates asset, liability, fund balance, revenue, expenditure, and transfer account classifications.

  • Replaces NMSU’s account control codes, revenue codes and object of expenditure codes.


Program
PROGRAM

PROGRAM

P

6 digits / 5 levels of hierarchy

  • Designates NACUBO functional classifications (e.g. instruction, research, public service) and CHE and F&A classifications.

  • Represents how the $ are spent!


Activity
ACTIVITY

Activity

A

6 digits / 0 levels of hierarchy

  • Optional classifications selected from a listing of valid codes.

  • Activity designates temporary units of work, subsidiary functional classifications, or short duration projects. (Special events)

  • Can reuse activity codes


Location
LOCATION

Location

L

  • Required mainly for fixed assets.

  • Geographic location, building, and room numbers will be used to track all fixed assets.

  • Can use as a misc attribute as well.

6 digits / 5 levels of hierarchy


C foapal segment definitions
C-FOAPAL Segment Definitions

SUMMARY

Required Segments

Optional Segments

Chart

Fund

Organization

Account

Program

Activity

Location

Uniquely

Identifies

Fund

Organization

Exec Level

College

Departments

Assets

Liabilities

Fund Balance

Revenue

Expenditures

Transfers

NACUBO

CHE and

F&A

Classification

User

Assigned

Classification

Physical

Places

and Sites


Banner foapal advantages
Banner FOAPAL Advantages

  • Overall, FOAPAL gives us more choices and more detail attached to each transaction upon entry

  • Robust reporting for organizations and programs

  • Expansion of information through the use of hierarchies and segments

  • On-line inquiry for each part of the FOAPAL

  • Attribute-like fields of activity and location which may be attached to the FOAP string for transaction processing

  • Departmental definitions can be implemented into FOAPAL

  • Provides enough flexibility to replace shadow systems


Cross walk example
Cross-Walk Example

  • Current Number

    01-0-23051-5710

  • New Number

    Fund: 412055- restricted, campus 1

    Org: 112345, Biology dept

    Acct: 571000, scholarship

    Program: 234598, fin aid program


It s too much
It’s Too Much!

  • Plan is to use an index to represent the fund, org and program

  • Banner will recognize the index and retrieve the fund, org and program

  • Index is six characters; can be reused

  • Then will enter the account number

    SUMMARY: Departments will enter 6

    character index and 6 character account.


Workgroup responsibilities
Workgroup Responsibilities

  • Define new comprehensive Chart of Accounts for all FOAPAL elements (Due March 5)

  • Complete Chart Of Accounts tables in Banner (Data Entry) (Due March 31)

  • Test new Banner Chart of Accounts (Due April 30)

  • Map Cross-walk from FRS Chart of Accounts to Banner Chart of Accounts by individual account number. (Due April 30)



Human Resource (HR) Replacement

  • HRMS

  • EAF

  • January 2005



Hr team training events held
HR TeamTraining Events Held

  • Business Process Analysis - January 20, 2004

  • Training workshops began January 12, 2004

  • Next scheduled training - July 6, 2004


Hr team future events
HR Team Future Events

  • 15 Functional Training and Consultant visits planned

  • 4 Technical Training and Consultant visits planned

  • Visits go out through January 6, 2005


Hr team training visits
HR Team Training Visits

  • Each visit trains on separate areas of the HR module

  • Each visit requires homework to be completed





Finance team training events held
Finance Team Training Events Held

  • Business Process Analysis – December 2, 2003

  • First Training Visit – January 23, 2004

  • Next scheduled training visit – May 25, 2004


Finance team future events
Finance Team Future Events

  • 19 Functional Training and Consultant visits planned

  • 4 Technical Training and Consultant visits planned

  • Visits go out as far as February 20, 2006


On going events for hr finance
On-Going Events For HR/Finance

  • Team Meetings

  • Team Work Groups

  • More Team Meetings



Banner Student and Financial Aid

  • Replaces administrative systems

    • Student Records (Vistas)

    • Student Accounts Receivable (SAR)

    • Student Aid Management (SAM)

  • To be implemented in 2006


Banner Student

  • General person

  • Recruitment and admissions

    • Web-for-prospects self-service

      • Method of initiating communication between prospective students and NMSU

      • Prospects provide information and request materials of interest

    • Web-for-admissions self-service

      • Method of initiating and continuing communication between applicants and NMSU

      • Applicants

        • Complete and submit applications for admission (can be completed at one time or can return to complete the application later)

        • View status of required supporting materials such as transcripts, test scores and recommendation letters

        • View overall application status

        • View current decision assigned to application


Banner Student

  • Course catalog

  • Schedule of classes

  • General student

  • Registration

  • Student accounts receivable

  • Academic history

  • Self-service

    • Web-for-student

      • View course catalog and class schedules

      • View academic records, holds, grades and account information

      • View status of financial aid application, eligibility and awards

      • Register for classes and view withdrawal information

    • Web-for-faculty and advisors

      • Access information about class schedules, class lists and students/advisees

      • Faculty may enter grades


Banner Student Timeline

  • Banner Recruitment and Admissions

    • Upgrade current Banner Admissions application

      to release 6.1 and Oracle 9i

      • Implement self-service

        • Web-for-prospects

        • Web-for-admissions

      • “Go live” September 2004

    • Merge current Banner Admissions application with Banner ERP system

      • Replace SSN with generated ID as the primary identification number

      • Incorporate NMSU general person standards

        • Formatting of names and addresses

        • Use of common data field values for citizenship, ethnicity, etc.

      • “Go live” September 2005


Banner Student Timeline

  • Banner Student Training Sessions

    • May 25-27, 2004 – Student Overview and

      Meetings with Individual Areas

    • June 15-17, 2004 – Catalog, Schedule, Location Management and Faculty Load Crossover

    • July 13-15, 2004 – General Student, Registration and Fee Assessment

    • September 21-23, 2004 – Student Accounts Receivable I

    • October 12-14, 2004 – Student Accounts Receivable II

    • October 26-28, 2004 – Academic History

    • February 1-3, 2005 – Letter Generation, Population Selection, Job Submission and Object Access

    • March 1-3, 2005 – Student Self-service

    • April 5-7, 2005 – Faculty and Advisor Self-service

    • Various consulting, technical and data conversion/migration sessions

  • Testing and System Parallel Activities

  • “Go live” 2006


Banner Financial Aid

  • Electronic data exchange

  • Applicant tracking

  • Budgeting

  • Needs analysis

  • Funds management

  • Packaging

  • Disbursement

  • Award history


Banner Financial Aid Timeline

  • Banner Financial Aid Training Sessions

    • June 1-3, 2004 – Overview, Record Creation and

      Electronic Data Exchange

    • July 27-29, 2004 – Applicant Tracking, Budgeting and Needs Analysis

    • September 28-30, 2004 – Funds Management and Student Employment

    • November 9-11, 2004 – Packaging, Loans and Letter Generation

    • December 7-9, 2004 – Disbursements and Population Selection

    • February 8-10, 2005 – Award History, Transcripts and Common Functions

    • March 8-10, 2005 – Rule and Table Build Support

    • Various consulting, technical and data conversion/migration

      sessions

  • Testing and System Parallel Activities

  • “Go live” 2006


Participation

Expectations

  • Various Audiences

    • BPAs

      • Review initial BPA documents and provide feedback

      • Read final documents and provide sign-off

    • Training

      • Prepare and attend functional training sessions

        • Complete Banner Navigation CBT (Computer Based Training)

        • Review training materials including BPA documents

        • Bring general concerns and issues specific to your area

      • Provide feedback regarding each session and identify areas of interest or concern

        • Indicate new functionality NMSU would like to take

          advantage of

        • Indicate functionality gaps


Participation

Expectations

  • Reports

    • Identify production and ad-hoc needs

    • Develop reports

  • Quality Assurance Testing

    • Ongoing testing of student related modules

    • Provide feedback regarding areas of interest or concern

    • Parallel testing prior to implementations

  • Customize training materials and conduct in-depth training specific to area or office

  • 2006 Implementations

    • Participate in or conduct refresher and initial

      training sessions


Project Organization and Management

  • UNO Project Director

    • Vice Provost for Information and Communication

      Technologies

  • UNO Student Project Management

    • Student and Financial Aid Project Manager

    • Lead Systems Analysts

    • Student Records Analyst

    • Branch Campus Analyst

      • Work with branch campuses to ensure they are continually engaged, informed and represented throughout the project

    • Student, Academic and Financial Aid (SAFA) Committee

      • Managers and team leaders from Registrar’s Office,

        Undergraduate Admissions, Graduate School,

        Student Financial Aid and Scholarship Services and

        University Accounts Receivable


Project Organization and Management

  • UNO Student Business Process Owners

    Committee

    • Managerial committee composed of all student related areas including branch campuses

    • Ensures all areas are engaged throughout the project

    • Discusses policy and procedural issues and recommends solutions

  • UNO Student Business Process Workgroup Committee

    • Employees with working knowledge of student records processing and its current and future impact on their area

    • All UNO Student Business Process Owners Committee areas

      are represented

    • Training, quality assurance and implementation team

    • Here’s where the bulk of the work gets done!



Office of university advancement
Office of University Advancement

  • Alumni Relations

    • Keep Alumni in touch with NMSU

  • Development

    • Develop strong relationships resulting in major gifts to NMSU

  • University Communications

    • Primary source of communications about NMSU

  • Advancement Services

    • Process gifts, endowments and other donations

    • Maintain mailing lists and demographic information

    • Primary source of information for reaching Alumni


How does banner help
How Does Banner Help?

  • Alumni Relations

    • Improved Membership management for:

      • Alumni Association,

      • International Connoisseurs of Red and Green Chile,

      • Chile Pepper Institute,

      • Pioneers and other organizations facilitated by Alumni Relations Office

    • Event registration, tracking and management

    • Self service via the web for updates by Alumni

      • Address updates

      • Matching gift information

      • Calendaring and communications for Alumni chapters


How does banner help1
How Does Banner Help?

  • Development

    • Better communications via the web

      • Information available when Team members are on the road

      • Team members can file trip reports real time when on the road

    • Improved repository for scanned documents, pictures and articles about donors


How does banner help2
How Does Banner Help?

  • University Communications

    • Provide opportunity for unified look of web site

    • Improved channels for releasing information to staff and faculty

    • Web Calendaring provides improved communications about scheduled activities and events


How does banner help3
How Does Banner Help?

  • Advancement Services

    • Improved accuracy for posting gifts to correct donor accounts

      • Better search tools in Banner

      • More information, more easily accessible in Banner

      • Tighter integration with Finance Office for financial information

      • More information available on line in standard database (not in shadow databases)

    • Opportunity to maintain addresses in one database for Students, Alumni and Donors

    • Easier to provide, for entire University, mailing lists and other reports about students, alumni and donors



Reporting Update

  • Cognos Reporting

    • Report Net – web-based point-and-click interface to traditional reporting

    • Shared report repository

    • Secured access


Reporting update

Reporting Update

Other Cognos Reporting Tools/Categories

Power Play Users – server unlimited (146 requested)

Real-time, On-Line Analytical Processing capability (OLAP technology) providing drill-through, drill-across enterprise information…eg enrollment, salary, budgetary models

Utilize student, budget, employee, etc models (cubes) for analysis

Business areas, departments, administrators

Power Play Developers – 7 named users (11 requested)

Develop student, budget, employee, etc models

IRP, ICT, Budget, Finance/HR, Foundation, Student Services

Visualizer (dashboard) – 31 named users (31 requested)

View summary information

Executive-level administrators

Metrics Manager (scorecard) – 5 named users (5 requested)

Comparisons, metrics

Primary Banner functional areas

Alerts For Notice Cast (alerts) – 10 named users (10 requested)

Budget thresholds, enrollment/class thresholds, etc

Primary Banner functional areas


Reporting update1

Reporting Update

Cognos Report Net User Categories

Recipients – server unlimited licenses (184 requested)

View and receive report output via web, email

Students, Alumni, Administrators, Faculty

Consumers – server unlimited licenses (319 requested)

Run parameterized reports

Departments

Business Authors – server unlimited licenses (34 requested)

Create ad-hoc reports

Departments

Professional Authors – 30 named users (76 requested)

Create standard, periodic reports

Central offices, Branches

Administrators/Developers – 4 named users (6 requested)

Create links to databases, enforce security

ICT, IRP


Reporting update2

Reporting Update

Cognos Reporting Suite – Cost Summary

Request total: $504,540 (with GSA discount)

Purchase total: $350,000

Server unlimited use up to and including Business Author level of Report Net

Server unlimited use of Power Play analytics

Includes Report Net and Power Play training and installation of all products

Additional license purchase fees locked for one year


Reporting next steps

Reporting Next Steps

Implementation by Module Live Date:

(Human Resources-Jan 2005, Finance-July 2005, Advancement-July 2005, Student-July 2006, Financial Aid-July 2006)

Cognos Report Net and Power Play training

Generate reports for each Banner Module

Inventory existing reports

Create reports/cubes

Evaluate/implement Operational Data Store (ODS) content for each Banner Module



Training
Training

ICT Training Services assists with the planning and coordination

of UNO Project training events. These include functional,

technical, and end-user training. There are three dedicated

training labs for the project with a total of 52 seats. Most training

is conducted with new equipment in a comfortable setting.

Services available are:

  • Customized Training specific to NMSU

  • Customized Documentation

  • Document Reproduction

  • Training event scheduling

  • Lab Maintenance

  • Room/Equipment Setup

  • Recorded & archived training sessions via Centra


UNO Training Committee

Goal: Provide end-users with the technical skills and procedural knowledge to perform their jobs effectively and efficiently.

  • Committee Members

    • Representatives from functional areas

    • Branch representatives

    • ICT Training Services

  • Train-the-Trainer

    • Attend training on Main Campus

    • Train individuals on Branch Campus



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