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The Banner System. An Overview. Banner is the software. SCT is the leading global provider of e-education technology solutions for institutions of all sizes and levels of complexity. Banner is completely integrated to handle all of the administrative functions of higher education.

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banner is the software
Banner is the software
  • SCT is the leading global provider of e-education technology solutions for institutions of all sizes and levels of complexity.
  • Banner is completely integrated to handle all of the administrative functions of higher education.
multi system database
Multi-system database
  • Banner is a multi-system database.
  • Each system contains modules that store information.
  • Some information is shared by each system
    • Reduce data entry
    • Prevent errors
    • Allow queries and reports using information from all systems
banner concept
Banner concept
  • One database
  • Multiple systems
    • Advancement
    • Finance
    • Financial Aid
    • Human Resources
    • Student
    • General
user sets security
User sets security
  • Each system contains specific information that is relevant to that area and is protected by security restrictions.
  • Advancement users determine who can have access (update or query) to Advancement information.
shared information
Shared Information
  • ID’s identification numbers
  • Names and name types
  • Addresses
  • Phone numbers
  • E-mail
  • Marital status
  • Deceased and confidential flags
integration
Integration

Advancement

Finance

Student

ID, Name

Address

Phone, e-mail

Marital Status

Confidential, deceased

Indicators

Financial

Aid

Human

Resources

id s and pidms
ID’s and pidms

ID

  • Format – what format will be used
  • Generation –Banner generates a unique number
  • SSN – can this be printed on documents

Pidm “Personal identification master”

Internal, unique number assigned to each piece of information in the system

share data
Share Data

Why share data

  • Data that is common to many systems is stored in one place
  • Shared data is consistent across all systems and is entered only once
  • Data from multi systems can be combined for effective reporting
issues of shared data
Issues of shared data

Who owns the data and who assumes responsibility for:

  • Accuracy
  • Data entry standards
  • Entering changes
  • Varying system requirements
iden forms
IDEN forms

Each system has an IDEN form where the name and address information are created an updated

  • APAIDEN, SPAIDEN, FOAIDEN, PPAIDEN, RPAIDEN

Each AIDEN form is slightly different.

APAIDEN shows cross referenced spouse

Other AIDEN forms show only one person

form naming conventions
Form naming conventions
  • Each letter of the form has a meaning. Understanding the letters can help you understand the use of the form.

Forms that begin with “A” are advancement forms

“S” are student, “F” are finance forms

Forms that begin with “G” are general forms and are used by all systems

GUASYST, GTVLETR

integrated database
Integrated database
  • Data Standards
  • Policies need to be determined with other departments
    • Student, financial aid, finance, human resources regarding updates to names, address types, indicators

Format and data entry standards need to be developed to insure consistency, punctuation, abbreviations

duplicate records
Duplicate Records
  • Policies and operational procedures need to be developed regarding the handling of duplicate records
  • How to find duplicates
  • How to resolve “dupes” when they exist
  • How to train new staff
  • How to prevent duplicates
documentation
Documentation
  • Documentation for the current system needs to be reviewed and current processes need to be evaluated
    • Good time to streamline and make changes
    • Best practices.
  • Documentation needs to be created for Banner processes. Used to train existing and new staff.
  • Need to document decisions made during training process. Decision log.
reports
Reports
  • Banner provides some standard reports that are run from job submission process
  • Population selection process allows you to select records from the database to be used in standard reports, letter generation process, or transfer to Excel
  • Letter generation process used for receipts, thank you letters, other letters or reports
  • Ad hoc reports generated via ODBC compliant report writer
ad hoc reports
Ad hoc reports
  • As we progress through the training, make a list of the reports that you will need.
  • Work with technical staff to prioritize these reports so that they will be available at conversion.
  • Other report needs can be determined after conversion.
upgrades and enhancements
Upgrades and Enhancements
  • SCT provides upgrades to Banner when
    • Federal regulations require (Financial Aid)
    • Industry standards require (VSE/CFAE)
    • Errors detected. Point releases. 5.1, 6.2
    • Major upgrades to system are indicated by increase of number 5.0 to 6.0
upgrades and enhancements19
Upgrades and Enhancements
  • Each time a change is made to Banner, SCT provides Release Guides that document the changes in the version.
  • Test these releases with IT staff
  • Conversion team needs to continue to work together after the completion of the implementation.
action line and listservs
Action Line and Listservs
  • SCT action line provides support to Banner clients
    • www.sct.com Action Web log-in
    • Listservs for each system
      • Balumni
      • To sign up, e-mail
      • Email to LISTPROC@SCT.COM
      • In message, subscribe balumni (your name)
advancement modules
Advancement Modules
  • Constituents
  • Organizations
  • Campaigns
  • Designations
  • Pledges
  • Gifts and Pledge Payments
  • Prospect Management
advancement modules cont
Advancement Modules (cont)
  • Gift Society
  • Membership
  • Solicitor Organization
  • Events Management
  • Advancement Self-Service
    • Self Service for Alumni and Friends
    • Self-Service for Advancement Professionals
validation tables
Validation Tables
  • Banner is table driven
  • Tables hold the various values that can be used
    • ATVDONR has the VSE/CFAE values
    • ATVXREF has the cross-reference values
    • Some tables have specific Banner values, others are determined by user
    • Tables that begin with “A” are advancement. “S” tables are shared. “F” tables are finance.
constituent module
Constituent Module
  • Stores basic ID information

Names, ID’s addresses, e-mail

Stores biographical information

Gender, birth date, age, ethnicity

Stores other information

Cross references, interests

constituent module cont
Constituent Module (cont)
  • What defines a constituent
    • A constituent must have at least one donor category and a preferred address. If the constituent is an alumnus, then he must have a college code and class year
    • Persons as well as non-persons can be constituents. Organizations, corporations, foundations
constituent module cont27
Constituent Module (cont)
  • A person or organization must be a constituent in order to process additional information retained in the Advancement module.
  • Gifts, pledges, memberships, or to be tracked as a prospect.
organization module
Organization Module
  • Organizations, like persons, must have a donor category code
    • For organizations, Banner stores
      • Donor category code, primary contacts, secondary contacts, matching gift information, cross references to employees
      • Financial information, activities, relationships to others, funding areas
campaigns
Campaigns
  • Should reflect the structure and priorities of your fund raising efforts
  • Should represent an over-all fund raising strategy over a period of time
  • Tracks gifts and pledges
  • Flexible Provides on-line, up to the second reporting
campaigns cont
Campaigns (cont)
  • Cornerstone of Banner reporting
  • Monitors progress of fund-raising goals
  • Must be developed before gifts and pledges can be processed.
designations
Designations
  • Directs the gift or pledge to a specific account
  • Specifies a purpose for the gift or pledge
  • Must be associated with at least one campaign before a gift can be processed
  • Provides purpose for VSE/CFAE reporting
  • Interfaces with Finance
pledges
Pledges
  • Add and maintain pledges
  • Store installment plans and solicitation information
  • Mass entry of similar pledges
gift and pledge payment
Gift and Pledge Payment
  • Record and track gifts and pledge payments
  • Enter matching gifts
interfaces
Interfaces
  • There are three interfaces to other Banner systems
    • Feed to Banner Finance
      • Passes gift and/or gift and pledge information Finance Requires FOAPALS in Finance
    • Feed with Human Resources if donor wants funds taken from paycheck
    • Student to Advancement

Makes new grads alumni

Advancement can select students on credit hours

prospect management
Prospect Management
  • Allows Advancement to manage the relationship between the donor and the institution
    • Assignment of staff with different roles
    • Rate the prospect in different ways
    • Track contacts made with a prospect
    • Embed call reports in Banner contacts
prospect management36
Prospect Management
  • Tools
    • Create strategic plans for prospect – moves management
    • Create and track proposals
    • Available via Self-Service for Advancement Professionals (web product)
gift society
Gift Society
  • Allows institution to recognize donors at various levels
  • Institution determines rules for recognition for gift society membership
  • Facilitates the preparation of the honor role of donors
membership
Membership
  • Allows an institution to track constituent’s involvement in membership programs
  • Maintains dues payments, generates reminders and renewal notice mailings
  • Provides a dues payment acknowledgement process
solicitor organizations
Solicitor Organizations
  • Track results of solicitation efforts
  • Give appropriate credit to solicitation effort responsible for the gift
  • Give credit to solicitor who contacted the donor
  • Track responses to solicitation efforts
  • Compare results of solicitation efforts over time
event management
Event Management
  • Allows institution to track participation and attendance at events
  • Part of the general system and can be used by other Banner systems
alumni self service web
Alumni Self Service (web)
  • Each Banner system has a self-service product
  • Alumni Self-Service allows communication between the constituents and the institution
  • Allows for job posting, mentoring involvement, tracking of interests
  • Allows for change of address and select other information direct to Banner database (with audit)
  • Allows for pledges and gifts via the web
self service for advancement
Self-Service for Advancement
  • Allows for creation of constituent profiles on line
  • Allows processing of contact/call reports via the web
  • Allows creation of population selections
action line and listserv
Action Line and Listserv
  • SCT action line provides support to Banner clients
    • www.sct.com Action Web log-in
    • Listservs for each system
      • Balumni
      • To sign up, e-mail
      • Email to LISTPROC@SCT.COM
      • In message, subscribe balumni (your name)
consultant
Consultant
  • Julia A. Paris, Functional Consultant
  • Banner Advancement
  • SCT Consulting Practices
  • ( Office: 434.946.1060
  • Cell: 434.851.2767
  • +Ejparis@sct.com
  • :Wwww.sct.com
  • Leadership-Choices-Excellence
slide45
Self-service for students, faculty and staff

Ease of communication

Access information

Manage the big picture

Exchange information

Automate actions

Integrate learning

Microsoft TCO

Easy to deploy

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