Page 1 Cameron University Banner Project
Meeting Agenda and Notes
April 17, 2020
`
Committee/Meeting Name Implementation Leadership Team Meeting
Date Wednesday, June 16, 2009
Location Admin Board Room
Time Convened 8:30 am Time Terminated 10:00 am
Recorder Sherry Hendrix
Members Present Sherry Hendrix, Chris Crandon, Debbie Goode, Linda Phillips, Tom Sutherlin, Donald Hall Ken Gilliam, Aubree Helvey
Members Absent Jennifer Bowen, Jamie Glover, Ninette Carter,
Visitor Hillary Ashton
Topics
Approve Minutes from 6-
10-09
Review Banner Log
Spreadsheet
Discussion, Information
Sherry will send out the new Banner log spreadsheets to the team leads for review.
Action:
Action Taken, Decisions, Recommendations
Approved
Team Reports A.
Advancement a.
Update on training i.
Hillary represented AD for Jennifer and reported her team worked through the weekend to get Advancement information in Box and are continuing to work on gifts. b.
Status on team testing and manual development
B.
Data Standards and Reporting a.
Team update i.
Reviewed and made recommendations on Common Matching. ii.
Reviewed how to handle converting unusual names from legacy to
Banner. iii.
Discussed Ethnicity data collection and reporting schedule.

Page 2
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information iv.
Discussed Data Standards Manual – final stage. v.
Reviewed conversion issues. vi.
Discussed the reporting spreadsheet. vii.
Tom will send DS team recommendations to Sherry to be put on the ILT agenda for action next week.
C.
HR/Payroll a.
Update on training i.
The HR Team has been training the new Personnel Director on Banner. ii.
Maurissa Buchwald, Director of
Personnel, will be joining the ILT as co-chair for HR. b.
Status on team testing and manual development c.
Update on end user training
D.
Financial Aid a.
Update on FA training. b.
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. i.
Dr. McArthur had some concerns with this and requested additional information before approval. c.
Status on team testing and manual development
E.
Finance a.
Update on FI training.
April 17, 2020
Action Taken, Decisions, Recommendations

Page 3
Topics
Cameron University Banner Project
Meeting Agenda and Notes
April 17, 2020
Discussion, Information i.
Donald reported the FI team completed
SSB on Requisitions and discovered some limitations on producing some types of requisitions. They will continue to evaluate this. ii.
The SSB budget reports functionality was very impressing and found that to be very user friendly. b.
Status on team testing and manual development c.
Update on end user training
F.
Account Receivable a.
Update on FI training. i.
The AR team completed three overview sessions and will begin training in July. b.
Status on team testing and manual development c.
Update on end user training
G.
Student a.
Update on training i.
SSB Admission is ready to begin sessions on June 25. ii.
Continue to work on data clean up and preparing for Conv2 b.
Status on team testing and manual development c.
Update on end user training
H.
Technical a.
Team update i.
Comprise and prioritize a list for
Workflow ii.
Pre-Round 2 Data Extracts conference
Action Taken, Decisions, Recommendations
Decision: List of prioritized workflows need to be sent to Debby by the end of July.

Page 4
Topics
Cameron University Banner Project
Meeting Agenda and Notes
April 17, 2020
Discussion, Information call 6/11/09 went well. iii.
Critical lists for go live were forwarded to FI and ST iv.
Critical lists for go live for FA being worked through with Angie v.
All patches will be installed prior to
CRP vi.
Patch management procedure still on
Debbie’s list of to do’s vii.
Greg and Kurt signed up for e-Print training in August in NY viii.
SGHE performing remote install of
ODS PROD this week and bringing previous install on TEST up to latest version ix.
Named IT users for Cognos. Training for I.T. begins next week. ILT will need to suggest named users for licenses. Handout. x.
IT appreciates the responsiveness to clean up of data error listings. While the data belongs to each of you – I.T. has to be the ‘bad guy’ in pointing out the errors and it appears to be an ‘I.T. thing’, but of course it isn’t. I.T. is just the keeper of the data. So please let the data cleanup folks know I.T. joins each of you in congratulating them on all their efforts. xi.
Table changes may be made in PPRD until close of business on 6/23/09 xii.
Julie Duncan is the designated I.T. person for changes that need to be
Action Taken, Decisions, Recommendations
Recommendation: If you need I.T. to help with reports, interfacing programs or extract, sent that information to Debbie ASAP.
Decision: Sherry will send the team descriptions of each Cognos user.

Page 5
Topics
Cameron University Banner Project
Meeting Agenda and Notes
April 17, 2020
Discussion, Information made to shared data during implementation. All changes will go through the DS Team first. xiii.
New computer update
1.
The order information has been sent to Dell. xiv.
Debbie is working on the Tech Plan for next year and asked the team to send her any software or hardware purchases that could conceivably be ordered next year and include estimated costs. xv.
The team discussed marketing Banner to students and Debbie suggested
Margot be involved in information and training for student due to her positions as helpdesk for student. b.
Status of manual development
I.
Luminis a.
Luminis Team update i.
We have a subcommittee working on name ideas for the portal. ii.
Started the email discussion – got some good feedback from Greg on options.
Need more information from Joyce. iii.
Discussed calendaring – need more info from Joyce iv.
Discussed pros and cons of allowing use of Course Studio as a supplemental teaching tool for instructors if they wanted to. No decision made. v.
Discussed dates of next engagement
Action Taken, Decisions, Recommendations
Recommendation: It was recommended that we add
Megan Carter’s replacement and Margot to the
Luminis team.

Page 6
Topics
Conv2 Update
Printing Services
Calendars
Learning Management
System Opportunity
Business on Hold
Ongoing Business
Cameron University Banner Project
Meeting Agenda and Notes
April 17, 2020
Discussion, Information and I indicated I would forward the agenda as soon as I have it.
Action Taken, Decisions, Recommendations
Concerns, issues, discussion
Team agreed to add Banner go live dates and other milestone information on the CU Calendar that Printing
Services develops.
Banner Classroom Pilot for Student and Accounts Receivable September
1, 2 & 3
Banner Classroom Pilot for Finance and Human Resources September
15, 16 & 17
Banner Classroom Pilot for Financial Aid and Advancement September
22, 23 & 25
Banner Finance Go Live January
Banner Human Resources Go Live January
Banner Advancement Go Live January
Banner Luminis (portal/website) Go Live January
Banner Financial Aid Go Live February
Banner Student Go Live March (for Fall 2010 term)
Banner Accounts Receivable Go Live March (for Fall 2010 term)
Maurissa Buchwald, Director of Personnel, has been in contact with Don Aguilar and a company called Advanced
System Technology (a Learning Management product and owner is an CU alumni) and we have the opportunity to have student workers in the Web Design program help us develop online Banner training at NO COST (beta site).
Maurissa will be the project manager for all training development

. Maurissa is meeting with Glen today for approval to move forward and will present more information to the team next week.
A.
GPA ST modifications to Banner
A.
Team leads need to completed Milestone Certificate and
A.
Recommendation: Chris is working with ITS staff and Academic Affairs and will present more information on this topic at a later date.

Page 7
Topics
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Acceptance form to date for sessions that have been completed
B.
Review paper or electronic forms you are currently using, i.e., do they need to be discarded, edited, reprinted, etc.
C.
Banner time logs for FY 09 need to be sent to Sherry for all participants who have been working in Banner by
Wednesday, July 1 .
April 17, 2020
Action Taken, Decisions, Recommendations