Banner Advancement Update and
Ellucian’s next-generation
advancement solution
Carla Norris
Ellucian
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
1
Introduction
• Banner Advancement Update
• Ellucian’s next generation advancement solution (4th Q 2015)
– Modern and innovative advancement solution
– How it works with Banner®
– Migration solutions and tools in development
The materials and plans presented here reflect Ellucian’s expectations and are subject to revision
based on future events or circumstances.
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
2
Agenda
1
Introductions
2
Banner Advancement Updates
3
Advancement Evolution Updates
4
Questions
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
3
Our Commitment
• We remain committed to our
advancement customers
• We will continue to support our current
advancement solutions
• We will protect the investments you have
made in our advancement solutions
• We are investing in the next generation
advancement solution
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
4
eCommunities-Join the Conversation
• All Ellucian customers are encouraged to join, tell your peers to sign up!
•
Bookmark the URL for easy access:
https://ecommunities.ellucian.com
•
Sign up for a HUB account at:
https://clientapps.ellucian.com/SignUp
•
Forgot HUB password:
https://ellucian.okta.com/reset-password
•
Questions?
Email: ecommunities@ellucian.com
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
5
Banner Advancement
Updates
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
6
Banner Advancement
Roadmap
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
7
8
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
8
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
9
What is coming
• Banner Advancement 8.8/Self Service 8.9
•
•
•
•
•
•
Gift Processing Improvements (3PP)
Event participation display in Self Service
Client Ideas
Community Source
Defect Corrections prioritized based upon severity level
Technical Currency
• Banner Advancement – 2016
•
Transformation of the Banner Advancement forms
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
10
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
11
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
12
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
13
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
14
Tracking Release Content
• Views in Support Center
•
Change Requests
•
•
•
Banner Advancement CRs In Progress
Banner Advancement CRs – New
IDEAs
•
All Ellucian Banner Advancement Open Ideas
• When defect is fixed, Status is updated to ‘In Progress’ or ‘Packaging’
which is an indication it will be included in the next release
• IDEA is converted to CR Enhancement with Status of ‘In Progress’ once
R&D is working on CR and level of confidence that CR will be included
in release
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
15
Advancement
Evolution Update
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
16
Benefits to You of Advancement Evolution
Ellucian is taking best of the current Advancement
solutions and adding innovative new capabilities
•
•
•
•
Requires less technical resources to maintain the solution
Offers greater flexibility across platforms
Industry solution suited for any Carnegie class
An opportunity to upgrade to a more modern solution
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
17
Advancement Evolution Project Pillars
MODERNIZED
CONFIGURED
INTEGRATED
MIGRATION READY
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
18
Advancement Evolution
Jan 2015
July 2015
Q4 2015
Alpha
Beta
General
Release
• Cloud; shared sandbox
• Seeded data - no migrations
• Exploring, providing
feedback, planning
• Formal program
• On-premise and
hosted/cloud options
• Feature, migration, &
integration testing
• Production ready planning
• Biographic, Gift/Pledge,
Prospect, Event
Participation and
Constituent-facing solutions
• Migration solutions ready
• APIs for ecosystem
integration ready
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
19
Community Collaboration
2014
2015
2016
Functional Focus Groups
Migration Focus Groups
Beta Release
Alpha Program
Usability Feedback
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
20
Alpha Program Overview
 Functionality exploration is the goal
 Seeded data; no migration or integration
 Design, development continues through GA
 Not feature/function complete yet
 User interface/presentation of data not finalized
 Alpha program continues to general release
 Feedback incorporated in incremental software updates
 Institutions perform scenario exercises
 Feedback to identify areas for improvement
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
21
Alpha Institutions
•
•
•
•
•
Invited 49 institutions
31 institutions confirmed participation
Each institution has 4 CRM users
Seeded Data
In 4th month of Alpha Program
– 3 solution updates
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
22
Active Dialogue With Alpha Clients
• 120+ users actively logging into CRM and participating in the Alpha
• Portal for Alpha community facilitating great dialogue
•
160+ forum conversations started by customers
•
400+ messages between customers and Ellucian
Areas of Discussion:
• Learning resources
* Biographic – Address, Relationships,
Names/Salutations
•
Guided User Scenarios
* Contributions – Gifts, Designations
•
Training videos and reference material
* Prospect Research and Management
* General Navigation and Usability
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
23
Thank you to our Alpha Institutions!
Advance
Banner Advancement
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Arizona State University Foundation
Carleton College
Carnegie Mellon University
Case Western Reserve University
Emory University
Franklin & Marshall College
Massachusetts Institute of Technology
New York University
Oregon State University Foundation
Princeton University
Rutgers University Foundation
Tufts University
University of California Berkeley
University of Massachusetts System
University of Missouri System
University of Rochester
University of Vermont
University of Washington
Southern Alberta Institute of Technology Canada
Temple University
Tyler Junior College
University of Alabama Birmingham
University of Denver
Western Washington University
Xavier University
Colleague Advancement
•
•
•
•
•
•
American University
Mount Holyoke College
St Ambrose University
University of Tulsa
Washington & Jefferson College
Westminster College
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
24
Broad Alpha Capabilities: Bio/Demographic Data
 Constituent classifiers (constituent affiliation, pref year/school, gender,
birthdate, deceased details)
 Contact Information (addresses, phone, email, social media,)
 Address Validation – Strike Iron only for Alpha







Names/Salutations
Relationships (general, spousal/partner, child, employment)
Ratings & Philanthropic Interests/Affinities
Comments/Notes
Involvement (Activities, Committees, Sports, Student Activities, etc.)
Activities (Tasks, Contact Reports, etc.)
At this time, does not yet include:
 Constituent classifiers (religion, citizenship, language preferences, ethnicity)
 Alternate IDs
 Wealth & assets, Corporate hierarchies, Matching policies, Recruitment
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
25
Broad Alpha Capabilities: Contributions









Giving Views
Designation (Allocation) Details
Appeals
Gifts, payments, pledges, recurring gifts
Joint, multi-donor, multi-designation, 3rd party, tribute
Crediting – legal & soft credits
Pledge billing schedules
Batch Report
At this time, does not yet include:
 Matching claims/gifts, reversals, modifications, covering accounts
 Tender details (securities, GIK, Credit Card, etc.)
 Premiums, giving codes
 All gift/pledge outputs (receipts, ask letters, reports, pledge bills, etc.)
 Donor totals/Giving Clubs
 Designation Stewardship
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
26
Broad Alpha Capabilities: Prospects, Dashboards
 Prospect Management





Prospect (ratings, stages, etc.)
Proposals (single & multi-asks)
Research Requests
Linking of relationships, engagement activities, notes, attachments
At this time does not yet include planned giving details
 Sample Dashboards
 Advanced Finds
 List generation/export
 Constituent Profile Report
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
27
Beta Program Kicks Off Soon
• Includes majority of functionality found in current
advancement solutions
– Biographic/Demographic, Prospect, & Contributions
• Much of the early focus will be surrounding data migration
• 9 institutions in discussions about beta
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
28
Ellucian Integration Hub
 Provides hub-and-spoke, publish/subscribe
data services
 Use for integration out-of-the-box
Ellucian Apps
 Licensed with each Ellucian application
 Uses open standards and HeDM
 Works well with ESBs and IPaaSs of your
choice (no vendor lock-in)
 Offers out-of-the-box integration with
Higher Education specific services
3rd-Party Apps
Ellucian
Integration
Hub
Homegrown
Apps
Cloud-Based
Ellucian Services
Cloud-Based
3rd-Party Services
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
29
Example of Integration Hub in Action
1
1
New student added in Banner
2
Message published to Hub for any
interested subscribers
3
Pilot/Recruiter/Advance receive
notification and relevant data on new
student
Banner
Ellucian
Integration
Hub
2
3
Recruiter – Status update
Pilot –New Record with associated data
Pilot
eCRM
Recruiter
Advance – new record with associated data
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
30
Migration Overview
Cloud Sandbox
Banner Database
Microsoft SQL Server
Banner
Tables
CVT Tables
WRK Tables
Transform
CRM Tables
Load
Import
Extract
CVT Files
Transfer
CVT Files
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
31
Ellucian is Focused On:
Performance  Configurability  Security
This is a scalable solution (technology and architecture)
It is built on a common industry standard industry, Microsoft CRM
It is therefore easy to use and grow with (low total cost of ownership)
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
32
Ways to Learn More
• Webinars
• Advancement Education Week 2015
•
August 17-21, 2015
• Internal website
http://www.ellucian.com/advancement-evolution-update/
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
33
Questions & Answers
Thank you!
Carla Norris
Carla.Norris@ellucian.com
513-578-1468 Direct
513-543-3578 Cell
513-336-9600 Home
© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY |
34