September 26, 2006 | www.sungardhe.com
Banner Advancement Future
Pamela Rollins, Product Manager
Banner Advancement
April 27, 2007
Agenda
• Value of a Unified Digital Campus
• Components of your Banner Advancement Solution
• Unified Product Release featuring Banner 8
• Advancement Relationships and Advancement
Performance
• New Product Offers
• Your Opportunity to contribute
October 25, 2006 | www.sungardhe.com
Banner Advancement
• Supports
• Foundation and Fund-Raising efforts
• Community & Government Relations
• Alumni Relations
• Key Components
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Self-Service
Constituent and Organization Management
Prospect Management
Campaign Tracking and Management
Volunteer Management
Events Management
Career Network
October 25, 2006 | www.sungardhe.com
Your Advancement Solution
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Delivered integrations
Flexible interfaces
Workflow
Luminis – portal and content management
Operational Data Store
Designed to support growth and changing
programmatic needs
• Standards based
October 25, 2006 | www.sungardhe.com
Delivered Integrations
Student to Advancement
• Process to Create Advancement Individual Records
• Activities information
• Student Co-op employment
Financial Aid System
• Stewardship – sponsor criteria & contact information
• Financial Aid Award Distribution
Finance System
• Chart of Accounts & rule class validation
• Gift & Adjustment Feed
• Pledge Feed supporting GASB/FASB rules
• Membership Dues Feed
• Endowment Management Module
Human Resources System
• Pledge Payments via Payroll Deductions
October 25, 2006 | www.sungardhe.com
Flexible Interfaces
• Telemarketing
• Generic data load and extract
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NCOA updates
Phone number update
Alumni directory
External ratings
• Matching Gift data acquisition
October 25, 2006 | www.sungardhe.com
In what ways would you like to
measurably improve
your institution’s performance?
October 25, 2006 | www.sungardhe.com
What does it take to improve performance?
October 25, 2006 | www.sungardhe.com
Engaging Your Constituents - Internal
October 25, 2006 | www.sungardhe.com
Engaging your Constituents - External
October 25, 2006 | www.sungardhe.com
Banner Performance Reporting and Analytics
October 25, 2006 | www.sungardhe.com
Achieving Business Process Efficiency
October 25, 2006 | www.sungardhe.com
Banner Advancement 7.4
• Released January 31, 2007
• Thank you –
Wake Forest University
• Roll-up of corrections since 7.3
• Pledge Installment
Enhancements
• Advancement Officer SelfService
• Search Criteria Enhancements
• Constituent/Organization Profile
Enhancements
October 25, 2006 | www.sungardhe.com
Banner 8.0
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April 2008
Enhancements to Advancement Integration with Student
Additional Tab Forms
Extend Target Announcement utilization within Luminis
Common Components
• Supplemental Data Engine
• Identity Management
• Internationalization
• Global Bio-demographic
• Currency
• Character Set Support
• Security and PIN Enhancements
October 25, 2006 | www.sungardhe.com
Enhancing the Student to Advancement
integration will measurably improve
your institution’s ability to engage and
include new constituents.
October 25, 2006 | www.sungardhe.com
Current Functionality – APPSTDI
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Process creates advancement individual records for selected student records
Optional data you can select
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Create Employment History
Create Activities
New Functionality – APPSTDI
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Option to specify substitute college code for records with 00 college code value
Student-Advancement Integration Results
• New records processed
• Updated records processed
• Failed records processed
• Total processed
Overall Summary Details
• New and updated counts for each area noted
• Degree records processed
• Activity records processed
• Employment records processed
• (if Review Employment records parameter = No)
• Internship or Cooperative Education records processed
• (if Review Employment records parameter = Yes)
October 25, 2006 | www.sungardhe.com
New Functionality – APPSTDI
• Updating existing preferred college code with incoming
college code details
• Load preferred geographic region based on preferred
address value
• Load internship or cooperative education employment
records
• Include or exclude withdrawn, deceased or inactive
student records
• Ability to select and load a salutation code and name
• Ability to insert the address name details (APANAME)
October 25, 2006 | www.sungardhe.com
Banner 8.0 (continued)
• Travel and Expense Reporting
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Delivered by Banner Finance
Facilitate the automation of travel expense reporting
Will enable improved processes
Increased awareness of expense policy
Leverages Banner Finance, Banner HR, Luminis Platform,
Workflow and Banner XtenderSolutions
• Proposal Development and Electronic Submission
• Delivered by Banner Finance
• Will utilize the grants.gov XML schemas format known as
SOAP with Attachments
• Focus on Principal Investigator as they identify, complete
and submit grant proposals
October 25, 2006 | www.sungardhe.com
September 26, 2006 | www.sungardhe.com
Advancement Relationships and
Advancement Performance
New Product Offers Planned Delivery end of
2008/beginning of 2009
Topics
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Advancement Relationship
Relationship Management – our approach
Advancement Performance
Performance Measures – our approach
October 25, 2006 | www.sungardhe.com
What are the Enrollment Management Solutions?
Banner Enrollment Management Suite
Recruiting & Admissions
Relationships
Recruiting & Admissions
Performance
Student
Relationships
Student Retention
Performance
Advancement
Relationships
Advancement
Performance
October 25, 2006 | www.sungardhe.com
Banner Enrollment Management Suite
The Institutional Performance Continuum
RECRUITING & ADMISSIONS
STUDENT
ADVANCEMENT
The Personal Achievement Continuum
October 25, 2006 | www.sungardhe.com
Relationship Management – Our Approach
Enrollment Management
Solution
Higher education functionality
Recruiting & Admissions
Relationships
• Recruiter & manager workspaces
• Targets prospects and influencers
• Visibility into recruiting results
• Designed for higher education
Student Relationships
• Student services & advisor
workspaces
• Targets students and influencers
• Visibility into retention results
• Designed for higher education
Advancement
Relationships
•Advancement staff & Alumni/Donor
workspace
•Targets donors and influencers
•Visibility into engagement and
fundraising results
•Designed for higher education
October 25, 2006 | www.sungardhe.com
Banner Relationship Management
Capabilities
• Segmentation and targeting
• Campaign management
• Personalized communications
• Personalized web spaces
• Persistent 360 degree view
• History of interactions
• Collaboration
• Event management
• Intelligent knowledgebase
• Surveys
• Designed for higher education
Advancement Workspace
Engagement Management
• Targeting and Personalization of Groups and Individuals
• Persistent 360 degree view / complete history of
interactions
• Task Management
• Campaign Management
• Communication services
• Operational reporting
Individually Personalized interactions
• Personalized communication
• Personalized and secure websites
• Seamless personalization and interaction with constituents
from initial contact with institution
October 25, 2006 | www.sungardhe.com
Personalized and Secure Website
October 25, 2006 | www.sungardhe.com
Measuring Engagement
October 25, 2006 | www.sungardhe.com
History of Interactions
October 25, 2006 | www.sungardhe.com
Campaign/Appeal Management
October 25, 2006 | www.sungardhe.com
Campaign/Appeal Management
October 25, 2006 | www.sungardhe.com
Campaign/Appeal Management
October 25, 2006 | www.sungardhe.com
Campaign/Appeal Development
October 25, 2006 | www.sungardhe.com
Campaign/Appeal Development
October 25, 2006 | www.sungardhe.com
Banner Performance Reporting and Analytics
Information: The Common Component
• Information needs to reach all levels of campus
• Data from lower levels must be transformed to upper levels
Performance
data
EXECUTIVES:
Need visibility into
progress towards our
goals, objectives
President/
Chancellor
Exec Boards
VPs
MANAGEMENT:
Need timely trends, summaries,
analytics of our operations
Trend,
summary
data
Directors
$
Detailed
data
$
Administration
IR
$
Admissions
HR
October 25, 2006 | www.sungardhe.com
Registrar
IT
Bursar
STAFF:
Need detailed reports in many
formats and ad-hoc access
Now … Executives Want More Than Operational Reports
• Leaders Are Focused on Difficult Strategic Issues
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Monitoring ongoing effectiveness of recruitment campaigns
Matching enrollments with institutional programs
Recruiting best qualified applicant pool
Responding to demand for increased accountability
• Leaders Have Strategies to Solve These Issues
• Strategies identify goals, objectives and desired outcomes
• Execution of strategy is essential for success
• Leaders want to monitor progress towards strategy – not
another report
October 25, 2006 | www.sungardhe.com
Banner Performance Reporting and Analytics
Packaged Performance Management
• And if even MORE information is required …
• Drill-down to reports and analytics available from all displays
October 25, 2006 | www.sungardhe.com
Banner Performance Reporting and Analytics
Packaged Performance Management
• Unique offering from SunGard Higher Education for executives
and senior management teams
• Out-of-the-box package for institutional intelligence that combines
scorecards, reporting, analytics, ad-hoc access
• Progress towards objectives seen by all levels of management
• Based upon SGHE’s foundation: Banner Performance Reporting
and Analytics
President/
Chancellor
Administration
Packaged
Performance
Management
Directors
$
IR
VPs Deans
Admissions
HR
Registrar
IT
October 25, 2006 | www.sungardhe.com
$
Exec Boards
Bursar
$
October 25, 2006 | www.sungardhe.com
Enrollment Management Landscape
Advancement Performance
• Alumni Participation
• Young Alumni engagement
• Constituent demographics
• Decision factors and profile
information
Source: Eduventures
• Personalized experiences &
interactions
• Assessment &
accountability
October 25, 2006 | www.sungardhe.com
Your Opportunity
• Interested in how SunGard can
improve our relationships and
performance product offers?
• Currently utilizing a CRM product
outside of Banner Advancement?
• Interested in data mining and
participating in defining performance
measures appropriate for
Advancement
October 25, 2006 | www.sungardhe.com