Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
`
Implementation Leadership Team Meeting
Committee/Meeting Name
Wednesday, May 6, 2009
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Tom Sutherlin, Ken Gilliam, Donald Hall, Jennifer Bowen, Ninette Carter, Chris Crandon, Debbie Goode,
Members Present
Aubree Helvey, Jamie Glover
Linda Phillips
Members Absent
Renee Roach
Visitor
Topics
Approve Minutes from 429-09
Team Reports
Discussion, Information
A. Advancement
a. Update on training
i. Implementation going well
b. Status on team testing and manual
development
i. AD manual is progressing well and is
up to 96 pages. Jennifer
recommended using Word 2007 for
manual development due to the
enhanced features of the TOC and
Index.
B. Data Standards and Reporting
a. Meeting recap
i. The DS team will meet tomorrow, May
7
b. Review in detail the Data Standard manual
i. Tom recommended a separate meeting
to discuss the DS manual in detail.
He will send some suggested dates for
this meeting. He will also send the
Action Taken, Decisions, Recommendations
Action: Approved
Page 2
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
team members an electronic version
of the manual to send to others for
recommendations.
C. HR/Payroll
a. Update on training
i. The HR team reviewed Personnel
Action process and they have decided
to implement this after the go live
date.
ii. Payroll will start testing parallel
payrolls as soon as possible.
b. Status on team testing and manual
development
i. The HR team is working on an
Employee Self-Service manual.
c. Update on preparation for end user training
i. Web-time entry for student workers
will begin August. Web-time entry
for classified is to be determined.
D. Financial Aid
a. Update on FA training.
b. Status on team testing and manual
development
i. Chris said they are a little behind on
testing and manual (processes)
creation due to the workload and
telephone calls at the end of the
semester.
E. Finance
a. Update on FI training.
i. The FI team completed fixed asset
training last week and they may bring
this module up after they go live.
May 29, 2016
Action Taken, Decisions, Recommendations
Page 3
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
b. Status on team testing and manual
development
i. FI has collected examples of FI
manuals, but has not started their
manuals yet.
c. Update on preparation for end user training
F. Student
d. Update on training
i. Renee reported they got the answers
they needed on transfer articulation
from the consulting session last week.
ii. Renee also reported the part-time help
in the Registrar’s office is working on
entering course descriptions and prerequisites. Tom stated this
information was sent to Sandra for
her to input and because she has not
input this in Banner we are paying
again for a part-time person to enter
it. Sherry asked Tom to send her the
e-mails that were sent to Sandra to
verify this. Sherry will escalate this
to SGHE after discussion with Linda.
e. Online Application demo
i. The Online Application demo is May
11 from 1:00-2:00 in Admin Board
Room.
ii. Discussion needs to be made soon on
XAP or Banner’s Online Application
process.
f. Status on team testing and manual
development
i. Renee is working on the manuals for
May 29, 2016
Action Taken, Decisions, Recommendations
Page 4
Topics
Team Communication
General Person Sync
Interface
ODS/Cognos
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
her area and will ask Linda to check
on manual creation for other ST areas.
g. Update on preparation for end user training
G. Technical
h. Team update
i. e-Vision online training scheduled in
July. Debbie will send the link to
watch a demo of this product.
ii. PC quotes are in the process for
ordering new computers.
H. Luminis
i. Team update on Organizational Information
Gathering session
i. Approximately 60 people participated
in OIG session last week which made
up 12 focus groups. Information
gather will be valuable to the
implantation of Luminis.
Are we having regular team meetings or using other
methods to communicate to all team members?
Discussion on NOLIJ demo
 The team discussed Nolij and agreed this is a good
product. Debbie will contact the vendor to get a
better feel if they can or cannot provide the service
we need duplicating GP from legacy to Banner.
Sherry reported John, Glen, Aubree, Debbie, Tom and she
meet with Paul Johnson to discuss ODS/Cognos. No
decisions were made on the Executive Sponsor or working
owner. This group asked Sherry to for better clarification on
Report Studio, Query and Analysis Studio, Query Studio
May 29, 2016
Action Taken, Decisions, Recommendations
Recommendation: Sherry recommended team
communication by either meetings, distributing of
minutes or finding other ways to communicate
decisions and actions made in training.
Page 5
Topics
Third-Party Software
Business on Hold
Ongoing Business
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
and Report Consumers before determining who needs to be
in what position and purchasing more licenses. John asked
Sherry to also find out the structure TCC currently has.
Discussion and prioritization of third party software
implementation per go live dates:
 The ILT discussed third-party software and when
they needed to be implemented, i.e., before CRP,
before live or after live.
A. FA Policy and Procedure Request
a. The Office of Financial Assistance (FA) is
proposing a change to our Satisfactory Academic
Progress policy (SAP) to accommodate the
Banner software system’s ability to perform SAP
automatically rather than manually.
B. GPA ST modifications to Banner – on hold
A. Common matching: Mike Pfeifer, Banner PM, said that
common matching would be discussed at each functional
training level. He will inform his Banner leads on this.
B. ITS staff has put information from Summit on the W: itsshare/banner/Summit 2009 drive. Others were
encouraged to add any information they have to that
folder.
C. Team leads need to completed Milestone Certificate and
Acceptance form to date for sessions that have been
completed
D. Review paper or electronic forms you are currently using,
i.e., do they need to be discarded, edited, reprinted, etc.
New computers are in the hands of IT to be ordered.
May 29, 2016
Action Taken, Decisions, Recommendations
A. Recommendation: Chris is working with ITS
staff and Academic Affairs and will present more
information on this topic at a later date.