Banner Human
Resources and Finance:
The Road to Ellucian XE
Barbara Doane
Product Manager
Ellucian
May 19, 2015
Confidentiality
This information provides a general strategic view of Ellucian’s
anticipated future offerings. The information in this document is
confidential and proprietary to Ellucian and neither the document
nor its contents can be disclosed to anyone without a written
obligation of confidentiality in place with Ellucian.
The information in this document is not a commitment, promise or
other obligation to deliver any material, code or functionality, and it
should not be relied upon in making any purchase decision. The
document and its contents are subject to change, without prior
notice, at the sole discretion of Ellucian.
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Agenda
1
Ellucian Extensible Ecosystem (XE)
2
Accelerating XE Strategy for Banner
3
Banner HR and Finance in 2015
4
Getting Ready for XE
5
Collaboration and Testing Opportunities
6
Questions and Answers
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner HR
and Finance
powered by XE
Ellucian Extensible
Ecosystem (XE)
Ellucian Extensible Ecosystem (XE)
An innovative strategy grounded in common
principles, standards, and services that help
you leverage economies of scale across
your portfolio
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
The XE Strategy and Design Principles
XE Design Principles
Usability
Cloud Readiness/Scalability
Configuration over Customization
Extensibility
Features/Functions
Common Architecture
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Applications Leveraging XE Strategy
Available Applications
– Banner
• Catalog
• Schedule
• Faculty Grade Entry
• Attendance Tracking
• Event Management
• Advising and Student
profile
• Registration
• Employee Profile
– eTranscript APIs
– Ellucian Elevate
Applications in Development
– Banner
• Academic history, electronic
gradebook
• Communication Management
• Position Description
• Purchase Requisition
– Banner HR, Position Control,
General Forms Transformation
– Banner Finance Forms
Transformation
– Ellucian Pilot
– Ellucian Mobile
– Ellucian Portal
– Institutional Performance
Management
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Example: Employee Profile
Enhanced Usability
Greater Access and Efficiency
•
•
Moving to a clean and modern look
and feel provides an improved user
experience throughout the product
“Wow—this is sleek, user
friendly, condensed, and
really, really nice! Can’t wait
to use it all the time.
Awesome!”
—Usability Testing, Summer 2014
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Information is condensed and presented
in a push instead of pull method
Current Employee Self-Service Menus
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Employee Profile – Available now!
Provide employees with a more usable and informative view into
their personal, employment, and job related information
Greater Access and Efficiencies
New and Enhanced Functionality
•
Moving to a clean, modern look
and feel
•
Introduce concepts of a dashboard
and profile
•
Easier viewing and navigation to
information
•
Added manager features
•
Inclusion of eight IDEA requests that
focused on paystub and leave balances
•
Improved user experience
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Employee Dashboard
Brings together all of an employee’s current access points in
Employee Self-Service
My Profile
My Career
My Activities
My Team
Photo, Name,
Address, Phone,
Email, Birthday,
Emergency
Contacts, Employee
Status, Current
Jobs, Employee
number, Manager,
Hire Date
Job
Summary/History,
Pay Information,
Earnings, Leave
Balances, Benefits
and Deductions
Time Entry, Leave
Requests, Electronic
Personnel Action
Forms, Salary
Planner, Faculty
Load &
Compensation,
Effort Reporting,
Labor Redistribution,
Pay Stub Admin,
Benefits Admin
Direct Report List,
Confidential
Indicator, Email to
employee, Link to
Employee Profile
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Employee Profile
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Tablet and Mobile Ready
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Development Partner Group
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Accelerating Banner
Modernizing Banner
Administrative
Imperatives
Self-service
Imperatives
Integration
Imperatives
•
Technology—Remediate
Oracle Forms
•
•
API-based integrations
Usability—Consumer web
in high productivity mode
•
•
Industrial Strength
Superhighways
•
Configuration and
Extension, not
modification
•
•
Configuration and
Extension, not modification
•
Usability—Consumer
web for casual users
Rich functionality,
evolving with Higher
Education
Configuration and
Extension, not
modification
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
What Are We Doing to Accelerate
1
Discovering patterns and perfecting our
design/build approach
2
Needed to learn how to ramp/train large
number of developers
3
Needed to abstract the new design
patterns into core platform for speed
4
Needed customer feedback on UI design
and extensibility approach
1
Began exploring technical acceleration
approaches—specifically code conversion
techniques
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Transformation Roadmap Strategy
HR Admin
Employee Profile
HR Self Service
Finance Admin
Purchase Requisition
Budget Availability
Student (A/R, Fin Aid, Student, etc)
Admin
Registration SS
Student SS, modular delivery
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
FSS
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner HR and Finance in
2015
XE Applied to Administrative Applications
Banner INB Modernized with XE:
•
•
•
•
•
•
•
•
Eliminating Oracle Forms and Oracle Reports
Delivers new Java-based administrative pages
and reports
Positons for cloud delivery
Introduces Notification Center
Provides enhanced navigation for a seamless
experience
Provides consistent look and feel across Banner
Eases upgrade process
Leverages your database, your business rules and
your data.
It’s YOUR Banner
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Identification – Person Information
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Identification – Address information
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Identification – Biographical information (U.S.)
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Position
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Usability improvement examples
Section Headers:
• Expand or collapse and take action
Header section has:
•
Institution name, User name, Sign Out, Preferences, and
Help
•
Go to…, and Tools
•
Notification Center and page utilities (feature icons)
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Tablet view
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Human Resources Transformation Beta Testing
Customer Development Partners
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
XE Applied to Self-Service Applications
Self-Service Modernized with XE
• Mobile first approach
• Responsive design technology
• Task oriented features
• Accessed directly from your browser
and/or Ellucian Go
• Allows you to take Banner with you to
make better business decisions
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Position Description underway
Goal: Manage the creation, editing, routing,
and approval of position descriptions
Replace paper-based, manual processes
Improve efficiencies for key stakeholders
Enable connections with Recruiting systems
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Position Description actions
32
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Development Partner Group
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Finance Purchase Requisition
Intuitive User Experience
Ease of Use and Configuration
•
Step-by-step prompts walk you through
the process to completion
•
Intuitive look ups that only return active
and valid results
•
Modern look and feel
•
Configuration to allow you to display field
names and FOAPAL elements to fit your
institution
“Someone can pick up their
phone and use it with hardly
any training”
—Usability Testing, February 2015
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Finance Purchase Requisition
Take Action:
•
•
•
•
•
Create a requisition
Continue working on
an in-process (draft)
requisition
View the status of a
requisition pending
approval
Copy a completed
requisition
Approve a
requisition
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner Finance Purchase Requisition
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Purchase Requisition Development Partner Group
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Getting Ready for XE
XE for Banner Human Resources,
Position Control, and Employee Self-Service
Banner 8
INB
Banner 8
Self-Service
Banner
Position
Control
powered by
XE
Banner Database
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner
Human
Resources
powered by
XE
Banner
Employee
Self-Service
powered by
XE
Database
Extension
Utility
(DBEU)
XE for Banner Financial Management
Banner 8
INB
Banner 8
Self-Service
Banner
Purchase
Requisition
Powered by
XE
Banner
Budget
Availability
Powered by
XE
Banner Database
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Banner
Journal
Voucher
Processing
Powered by
XE
Banner
Finance
Powered by
XE
Database
Extension
Utility
(DBEU)
Path to Adopting XE Application
Common Steps
All Clients
Run Database
Extension Utility
(DBEU)
Leverage Extensibility
Many Clients
Plan for
deployment
strategy
Deploy Banner
application
powered by XE
Establish and
deploy an
approach for
Identity
Management
Deprecate
and use
baseline
functionality
Program Mods in XE
Fewer Clients
Leverage
extensibility
Least Effort/Complexity
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Rewrite using
XE technology
Set up and
configure GIT
Greatest Effort/Complexity
Banner Extensibility Strategy
• Eliminate (or at least greatly reduce
and simplify) rework associated
with upgrades
• Eliminate the need to modify source
code, but if necessary, make it easy
for continuous integration
• Provide a toolbox
• Make tools simple to use
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Application Skinning
Aspect-oriented Programming
Code Repositories and Tools
External Business Rules
Menu Integration
Model Extension
Resource Bundle Editor
Single Sign On
UI Extensions
Places to Find More Information
eCommunities
• Banner community
•
White papers, webinars, documents, etc.
• Banner HR and Banner Finance communities
Roadmaps
• http://www.ellucian.com/Roadmaps/
Download documentation from the Support Center
Attend an Ellucian education class
Contact your Client Partner
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Collaboration and
Testing Opportunities
Your feedback is critical to our success!
Beta Testing:
•
Banner Finance Purchase Requisition
– Hosted beta testing in early August for general availability in September 2015
•
Banner Finance Administrative Forms Transformation
– Installation and testing opportunities to begin in fall for general availability in December
2015
Development Partner Groups:
•
•
•
•
Web Time Entry/Leave Reports/Leave Requests
Budget Availability Checking
My Direct Deposit
Journal Voucher Processing
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.
Questions & Answers
47
Barbara Doane
Product Manager, Ellucian
Barbara.Doane@ellucian.com
4 Country View Road, Malvern, PA 19355 |
1.800.123.4567
© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.