Ohio Banner Users Group Conference - April 29, 2013 Ohio Banner Users Group Conference - April 29, 2013 Table of Contents Ohio Banner Users Group Annual Conference Monday April 29, 2013 Event Schedule ....………...…………………………………...…this page Keynote Speaker .…………………………….……..….……...................3 OBUG Sponsor ......………………………….……..………..….……......4 Exhibitors & Contact Information ...………………………….…..........5-8 Session Descriptions ...…………………………………..…….……...9-23 Accounts Receivable .……………………………………….….9 Advancement .……………………………………………….9-10 CIO ..……………………..…………………………………..….10 Financial Aid .………………………………………….……10-11 Finance .………………….……….………………………..11-12 General ………………………………………….………….12-14 Human Resources ..……………………………………….15-17 Luminis ……..…………………………………………………..18 Reporting ……………………………………………………….18 Student .…………………………….……………………….19-21 Technical ….……………………….……………………….21-22 Workflow & Imaging ...………….…………………………....23 Fawcett Center Map …...……..…………………………..…back cover Event Schedule The Fawcett Center The Ohio State University 2400 Olentangy River Road Columbus, Ohio 43210 8:30-9:30 Registration Breakfast Main Lobby Alcove Lobby outside Delaware 9:30-10:15 Welcome & Keynote Address 10:15-10:30 Beverages 10:30-11:20 Session I Various rooms 11:25-12:15 Session II Various rooms 12:15-1:15 Lunch 1:00-1:30 Exhibitor Meet & Greet 1:35-2:25 Session III 2:25-2:50 Refreshment Break 2:50-3:40 Session IV 3:45-4:15 Exhibitor Question Period Refreshment Break 4:15-4:30 Wrap-Up Conference Theatre Lobby outside Delaware Ballroom Conference Theater Lobby Various rooms Lobby outside Delaware Various rooms Conference Theater Lobby Lobby outside Delaware Conference Theatre 2 Ohio Banner Users Group Conference - April 29, 2013 Keynote Speaker Ohio Banner Users Group Conference - April 29, 2013 OBUG Sponsor Ohio Banner Users Group welcomes the 2013 Keynote Speaker Randy Cole! Ellucian helps education institutions thrive in a dynamic world. They deliver Mr. Cole is the Ohio Controlling Board President and Policy Advisor for the Ohio Office of Budget and Management. As President of the Controlling Board, Mr. Cole provides legislative oversight and approval of funding requests through the Department of Education. He also acts as the OBM delegate to the Local Government Innovation Council that oversees grants and loans to schools. Recently, he was instrumental in the team that created the comprehensive plan to handle education’s financial challenges. Mr. Cole will offer the Keynote Address during the Welcome Session. Keynote Address Welcome Session 9:30 a.m. Conference Theater a broad portfolio of technology solutions, developed in collaboration with a global education community. In addition, they provide strategic guidance to help education institutions of all kinds navigate change, achieve greater transparency, and drive efficiencies. Over the years, the Ohio Banner Users Group has grown through the collaborative relationship with Ellucian. From the Ohio Banner Users Group Consortium (OBUG*C) to today’s conference, Ellucian’s sponsorship continues to provide interactive consulting, up-to-the-minute training, and custom-made improvements for OBUG and OBUG*C. This conference provides opportunities for you to introduce yourself to the on-site consultants, communicate points of interest, discuss the topics with them, and suggest future collaborations. Stop by the Exhibit Area and let them know you appreciate their support. Conference Sessions: many sessions available. Conference Tracks: Advancement, CIO, Financial Aid, General, Human Resources, Luminis, Student, and Technical. contact: Lori Mauthe, Customer Relationship Manager mobile: 972-439-4802 eFax: 610-578-3645 email: lori.mauthe@ellucian.com www.ellucian.com 3 4 Ohio Banner Users Group Conference - April 29, 2013 Ohio Banner Users Group Conference - April 29, 2013 OBUG Exhibitors Exhibitors, continued OBUG proudly announces the vendors participating in the OBUG 2013 Annual Conference. Today’s exhibitors have provided representatives, up-to-the-minute sessions, and a lot of support for this conference. Take advantage of their participation. Stop by the Exhibit Area (in the Theater Lobby) to thank them for their support of OBUG. Evisions products include Argos, an enterprise reporting solution; IntelleCheck, a payment processing solution; DataMasque, a personal data transformation solution; Cayuse 424, a proposal development solution; and FormFusion, a document enhancement & distribution solution. Conference Session: "Maximizing Your Banner Investment with Evisions Solutions" Conference Track: General contact: Jack Obrey, Account Executive phone: 714-824-5252 email: sales@evisions.com http://evisions.com/ OBUG proudly announces the vendors participating in the OBUG 2013 Annual Conference. Today’s exhibitors have provided representatives, up-to-the-minute sessions, and a lot of support for this conference. Take advantage of their participation. Stop by the Exhibit Area (in the Theater Lobby) to thank them for their support of OBUG. The Ironside Group provides fully-managed, cloud-based IBM Cognos Business Analytics and enterprise-class cloud-hosted solutions to meet any sized need or budget. Conference Session: “IBM SPSS Model Creation & IBM SPSS Integration with IBM Cognos” Conference Track: Reporting contact : Charles Ferrell, Account Executive – Great Lakes, Ironside Group phone: 248-229-6619 email: cferrell@ironsidegroup.com http://www.ironsidegroup.com/ Tracy, Inc. provides consulting, system design, implementation and support of data acquisition systems. Products include UltraTime Enterprise time & attendance products; UltraBadge Enterprise, an integrated ID production system; Data Collection Applications, biometric readers, and portable data collection solutions; security designs and implementations; and synchronized wall clocks. Oracle provides products and services to integrate software and hardware systems including database and data warehousing software, enterprise management products, middleware products, storage solutions and consulting services. Conference Session: "Automating Time and Attendance with Banner for Payroll, Scheduling and Student Work Study Tracking" Conference Session: "Banner on Oracle Update — Latest Information on Engineered Systems and Security for Banner" Conference Track: Human Resources Conference Track: Technical contact: Scott A. Mowery, Technical Sales Manager phone: 616- 241-1661 ext.4335 email: scottm@tracyinc.com http://www.tracyinc.com Contact: Dave Pickens, Principal Sales Consultant Oracle - Higher Education phone: 317-331-4901 email: dave.pickens@oracle.com http://www.oracle.com/ 5 6 Ohio Banner Users Group Conference - April 29, 2013 Ohio Banner Users Group Conference - April 29, 2013 Exhibitors, continued Exhibitors, continued OBUG proudly announces the vendors participating in the OBUG 2013 Annual Conference. Today’s exhibitors have provided representatives, up-to-the-minute sessions, and a lot of support for this conference. Take advantage of their participation. Stop by the Exhibit Area (in the Theater Lobby) to thank them for their support of OBUG. OBUG proudly announces the vendors participating in the OBUG 2013 Annual Conference. Today’s exhibitors have provided representatives, up-to-the-minute sessions, and a lot of support for this conference. Take advantage of their participation. Stop by the Exhibit Area (in the Theater Lobby) to thank them for their support of OBUG. Let Official Payments simplify your payments with electronic payment solutions for colleges and universities nationwide. Conference Session: "eCommerce Campus Suite: Payment Solutions for the Banner Campus" Conference Track: Finance contact: Stephanie Weldon phone: 334-321-7315 mobile: 334-415-9422 email: stephanie.weldon@officialpayments.com https://www.officialpayments.com/ The TeamDynamixHE Suite provides web-based project portfolio and service desk management solutions for colleges and universities. The TeamDynamixHE suite provides the work tools and environment necessary for successful project management and delivery in addition to project portfolio management and planning, service desk management, IT governance, time and expense tracking and knowledge management. Conference Session: “Managing the Project Portfolio at Kent State University” Conference Track: General contact: Jason Ehmann, Sales Representative, TeamDynamixHE phone: 614-352-2428 email: jehmann@teamdynamix.com www.teamdynamix.com/ Workforce Software offers flexible time and management solutions for a diverse, complex workforce. Products include the EmpCenter WorkForce Management Suite to integrate time & attendance with compliance. Conference Session: "Leave Management Today: The FMLA, State Laws, and Changing Demands for Compliance" Please visit the Exhibitor Area in the lobby outside the Conference Theater. Conference Track: Human Resources contact: Sales Department, WorkForce Software phone: 877-4-WFORCE. email: info@workforcesoftware.com http://www.workforcesoftware.com/ 7 8 Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions Session Descriptions continued CIO Accounts Receivable Third Party Sponsor Billing Presenters: Robin Adams & Cathy Moore, Wright State University Ohio Banner Users Group Conference - April 29, 2013 Learn how Wright State University uses the Banner delivered forms and processes to maintain and bill third party sponsors for students and their education related expenses. We’ll discuss setting up the sponsor ID’s, detail codes, contracts on TSACONT and rolling contracts from term to term. Advancement Advizor Data Visualization Presenters: Dave Smittle & Brett Scott, Ohio Northern University Ohio Northern University uses ADVIZOR for true end-user reporting and departmental data querying purposes and has taken a unique approach to implementing the ADVIZOR data visualization product by using the Banner Operational Data Store (ODS) as the data source behind ADVIZOR. The result is an 'off-the-shelf' and 'out-of-the-box' implementation with no required customization to the ODS. Advancement Roadmap - What is Ahead? Presenter: Carla Norris, Ellucian This session will share the segment update regarding functionality delivered over the past year as well as review the roadmap for what is next. Advancement Roundtable Presenter: Carla Norris, Ellucian Brainstorm critical areas, CAB priority updates, and bring your topics for discussion. Matching Gift Processing Presenter: Dave Smittle, Ohio Northern University With nearly one in 10 donors being match gift eligible, matching gifts should be a vital component of any successful fundraising strategy. While this data can be loaded into Banner, it useless unless it can be turned into knowledge. Uploaded matching gift rules, along with good employment data on constituents, can result in Banner automatically calculating an anticipated matching gift, meaning corporate funding for institutions can be predicted, tracked and increased. This session will demonstrate how to successfully implement the baseline-delivered interface between the HEP electronic matching gift database and Banner Advancement. 9 CIO Discussion with Randy Cole Randy Cole, Controlling Board President and OBM Policy Advisor, will join the OBUG*C CIOs. Here’s a chance to ask questions, talk about shared services, and discuss state policies and their impact on Ohio’s higher education institutions. OBUG*C CIOs & Ellucian Discussion Facilitators: Jim Brigadier & Lori Mauthe, Ellucian A chance for the CIOs to meet with Ellucian Vice President Jim Brigadier and Customer Relationship Manager Lori Mauthe to discuss the future of the OBUG*C Ellucian partnership. Ohio ROE's – Success to Date Presenters: Kristine Rokosz & Lori Mauthe, Ellucian A review of the Enhancements delivered through the OBUG*C efforts, and look to the future. Financial Aid Banner Financial Aid Algorithmic Packaging Presenters: John Nickless & Donald Dement, Ellucian A look at the Banner forms required for algorithmic packaging and exploring the new RORALGS form for support of writing Algorithmic rules. Verification Priority Groups Presenters: John Nickless & Donald Dement, Ellucian A look at several approaches to comply with the new verification priority groups for the 1314 Financial Aid year. 10 Ohio Banner Users Group Conference - April 29, 2013 Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions continued Session Descriptions continued Financial Aid, continued From RJASEAR to NBAJOBS, automagically! Presenter: Dennis Rowinski, John Carroll University Join your Financial Aid and Payroll counterparts, and those IT folks who support them, to discuss how John Carroll University has been able to interface the awarding of Student Employment jobs with RJASEAR to the Banner HR and PR modules as seen in such forms as PEAEMPL, PDADEDN, NBAJOBS, and related forms. At many schools, this could be a manual, labor intensive process which presents an opportunity for improvement. How is your institution handling this? Explore common topics in this overlapping arena of these 2 Banner Modules, including the “vanilla” interface of Payroll Earnings back to the Financial Aid tables and some ideas about security. Share ideas with your colleagues and learn how you may improve your own processes. Finance, continued Finance BOF Session Facilitator: Bridget Piotrowski, Cuyahoga Community College Come join your Finance counterparts to discuss issues so that we can benchmark and learn from each other. In this BOF, we’d like to start with the topic of Bank Reconciliations. At many schools, these are manual, labor intensive processes which present an opportunity for improvement. How is your institution handling bank reconciliations? Do you use Banner’s Bank Reconciliation Report Process? Please share your processes, successes, and/or pain points with us. We are also interested in learning how others are performing Grants Billing. Does your school use Banner’s Grants Billing and/or Research Accounting features? Do you have other topics for discussion in this forum? Please let us know. General Finance eCommerce Campus Suite: Payment Solutions for the Banner Campus Presenter: John Braswell, Official Payments Official Payments, a leading provider of payment processing solutions to Banner by Elllucian schools, offers solutions for all your campus payments, from tuition and fees to parking to event registrations. Now available, an enhanced interest-free installment payment plan that includes balance adjustment options for plan increases or decreases, administrative tools for making real-time plan adjustments, an intuitive user interface and account management tools for a convenient and fast payment experience. GASB Reporting Presenter: Andrea Ausperk, Cuyahoga Community College Join us for an overview of the implementation of GASB reporting, which allows the financial statements to be pulled directly from Banner. 11 Birds of a Feather: Ohio Shared Services for Training Your Teams Facilitators: Debbi Romero and Lori Mauthe, Ellucian Help Ellucian learn how we can help you share services so that we can better meet the educational and training needs of colleges and universities in Ohio. This open discussion will give you the chance to learn more about what we are doing and to share your perspectives on how we can meet your needs more effectively. Managing the Project Portfolio at Kent State University Presenters: Coleen Santee, Kent State University & Andrew Graf, TeamDynamixHE In today's environment of tight budgets, constrained resources, and rapid change, project and portfolio management processes and tools are more valuable than ever to university leadership. In this presentation, we will discuss how the Division of Information Services at Kent State University was able to leverage higher education-specific processes and tools to effectively manage the project portfolio and the resources necessary to support it. We will also explore trends in higher education project, operations, and service desk management that are resulting in increased IT efficiency. 12 Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions continued General, continued Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions continued General, continued Data Management Presenter: Gary Young, Kent State University Broad availability and the use of technology significantly increased the volume of information that Kent State University currently stores. While more information is closely linked to business expansion, recorded information is difficult and costly to manage in large quantities. The amount of stored information made effective management of Banner data both a business priority and a legal obligation that demanded the attention of all executives, faculty, and staff. It was vital to curb ongoing uncontrolled growth to meet compliance and legal risk mitigation needs, improve system efficiency, bolster asset leverage, increase productivity, and control costs. In this session, we'll examine the Banner Data Management initiative, which formalizes the process of reviewing the records management policy, reviewing records retention schedules and engaging the information services division, as needed, to manage Banner data. The presentation will also review the delivered Banner purge/archive processes and what may be needed to address the gaps. IT Help Desk Solutions That Help You Help Your Students Presenters: Jann Gillingham, Ellucian Your help desk is the face of your organization to your community of students, staff, and faculty. Are you finding it hard to staff nights, weekends, and peak registration times for a YouTube generation that expects support to be instantaneous? Is your staff complaining that they spend most of their time answering routine inquiries rather than getting real work done? Are students complaining that when they need help, they get someone’s voicemail rather than an answer? Learn how Ellucian’s Help Desk Services offer centralized, consistent, and professional support which allows your institution to expand its service hours, improve service quality, reduce response time, while enhancing your staff’s productivity. Learn how Ellucian’s continuous improvement process provides visibility into metrics which are used to improve the service and reduce the number of contacts. 13 Maximizing Your Banner Investment with Evisions Solutions Presenter: Jack Obrey, Evisions Come learn more about how Evisions can help maximize your Banner investment. Evisions has developed our solutions with Banner-based Universities and Colleges in mind. Argos, our enterprise reporting solution, was designed to enable every user type to quickly access the information they need to make smart decisions. Argos maximizes your campus investments by integrating with any database, imaging tool, portal and more. FormFusion, our document enhancement and distribution solution, allows you to control the design and delivery of your Banner output and eliminate costly pre-printed forms. You can easily distribute documents over a variety of delivery channels including print, email, web, or imaging. Personally Identifiable Information (PII) is everywhere in Banner as well as in the ODS and EDW. Are you uncomfortable with testing and training using actual student and employee information without having PII masked in some way? See how DataMasque will make the process of removing PII simple while still maintaining a relevant and usable data environment. DataMasque comes with predefined scrub plans for Banner to ensure quick implementation. Transcripts have long been a frustration for Banner sites, in regards to what’s on them and how they are delivered. Now, with the Transcript Solution from Evisions you can get the transcript you have always wanted without the hassle of customizations to Banner and you can deliver the transcript how it is desired. Attend and find out how Evisions solutions can benefit your institution! OBUG*C Product Coordinators Meeting Facilitator: Coleen Santee, Kent State University OBUG*C PC (chairs) meeting to discuss the accomplishments and future goals of the OBUG*C modules. The results of the prior challenge from the OBUG*C Executive Governing Board to identify, define, and submit ROEs for approval quarterly will be reviewed, and the group will discuss the current state of the agreement with Ellucian and identify new achievable goals. 14 Ohio Banner Users Group Conference - April 29, 2013 Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions continued Session Descriptions continued Human Resources, continued General, continued Mass Data Update Utility (MDUU): One Success Story Presenter: Laura Ruwe, Xavier University Ellucian Education Services Portfolio Presenter: Debbi Romero, Ellucian MDUU is new functionality that lets users affect Banner tables without manual data entry. In a basic form, it allows you to add data from a spreadsheet without having to type it on the INB form. This session will present one successful example from the user perspective (with a little technical thrown in); walking through the development, pointing out the pitfalls, sharing in-house developed documentation, and demonstrating the results. From webinars, to instructor led classes to on demand subscription library, find out about new efficient and cost effective ways to keep your teams up to date. Professional development is critically important, particularly when new technologies are proliferating on campus. In this session, we will introduce you to some innovative approaches that can help your employees remain top performers without draining scarce resources. Ellucian's on-demand subscription library allows your staff to self-select the courses they need to stay technologically current. We'll show you how to access the library and get started. Human Resources Faculty Load and Compensation Presenters: Steve Merlau & Darrin Surrey, Ellucian The Faculty Load and Compensation module is designed to integrate the Student and Human Resource modules, by linking the faculty assignment data in Student and the employee data in Human Resources. The process automates the creation and calculation of faculty compensation. It is based on the institution’s standards as reflected in the employment and compensation data established in Banner Human Resources and the faculty member’s individual work load data established in Banner Student. Come learn more about how this module can support institutional needs. 15 Automating Time and Attendance with Banner for Payroll, Scheduling and Student Work Study Tracking Presenter: Scott Mowery, Tracy, Inc. This presentation will deal with integrating a time and attendance system with Banner for Single Point of Entry. We will cover new software features that are available including Position Based Scheduling and Student Work Study Award Tracking. Features and benefits of using UltraTime Enterprise will be emphasized focusing on integrating Student Academic Schedules and Student Work Study Award Tracking with time and attendance. How We FLAC'd or What Happens When the Ss meet the Ns and Ps Presenter: Bonnie Guyer, Cuyahoga Community College Cuyahoga Community College (Tri-C), a multi-campus institution with a large number of adjunct faculty, implemented Faculty Load and Compensation (FLAC) for the 2012-13 academic year. After many years of utilizing an in-house designed process for adjunct assignments, TriC leaped into the Banner process. During this session Tri -C will share how it organized a cross-functional decision making team, describe the workflows created, and describe the developed end-user reports. In addition, communication strategies, successes, and lessons learned will be discussed. New Hire/Life Change Benefits Presenters: Steve Merlau & Donald Dement, Ellucian New Hire Enrollment functionality will allow new employees to perform their own enrollment for Benefits and Deductions, as well as enroll their Dependents and Beneficiaries. Life Event Enrollment will allow employees to make authorized changes to their existing Benefits throughout the year. Come learn more about both types of enrollment processes, which are conducted through Employee Self Service with an approval process managed by your institution. HR Roundtable Facilitator: Shelley Sherwin, Kent State University Roundtable discussion of Healthcare Reform and how it is effecting their part-time job assignments, policy, short terms assignment and flat fee assignment entry, and shortcuts for job entry into Banner. 16 Ohio Banner Users Group Conference - April 29, 2013 Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions continued Session Descriptions continued Luminis Human Resources, continued Leave Management Today: The FMLA, State Laws, and Changing Demands for Compliance Presenter: Paul Kramer, WorkForce Software Fully twenty years after its passage, the Family and Medical Leave Act (FMLA) is still the subject of expansions and revisions… with each change posing new challenges for employers. Additionally, most states — including Ohio — have enacted their own major leave regulations, which may overlap with the FMLA. With this backdrop, it should be no surprise that 67% of HR professionals report a rise in their leaverelated workload, according to a 2012-13 Trend Survey published by Workforce Management. In this presentation, WorkForce Software’s Paul Kramer will outline common compliance concerns in absence and leave, as well as share best practices to help your organization streamline your leave processes, improve the employee experience, and reduce the risk of non-compliance. Attendees will learn: The core requirements of the FMLA, and its most recent batch of changes. Effective guidance on complying with complicated and Luminis Technical Session and Roadmap Presenters: Cordell Bourne & Donald Dement, Ellucian Come hear the latest news, engage in open discussions, and have your questions about Luminis 5 answered by key members of the Luminis team. The New MyDenison Presenter: Carol Ewart, Denison Denison implemented Luminis 5 in January 2013 to upgrade a homegrown portal. This session will give an overview, demo and discussion of Banner-Luminis integration. Reporting Taming Big Data in Banner Presenter: Chris Schmidt, Rhodes State Introduction to running Banner SQL queries from inside of MS Access & Excel, feeding live data into pivot tables. Includes an overview of pivot table methods and additional Excel reporting tools for post-processing the results. Fast-paced demonstration that results in reports such as: monthly budget vs. actual slice& dice cube; slice & dice course enrollment trends by course by subject and department; Explore & manage your procure to pay process using MS Office. Save substantial money over an off-the-shelf Business Intelligence/ Business Analytics solution by providing self-service data analysis to everyone. IBM SPSS Model Creation & Integration with Cognos Presenter: Jorge Vulej, Ironside Group The presentation will position the practice of Predictive Analytics within the context of Business Intelligence. Our expert will describe the concept of “Predictive Analytics” and “Data Mining”, present its most common applications, with some examples relevant to Advancement and Higher Education Institutions. Finally the integration of Predictive Modeling in the organizational decision making and between Cognos and IBM SPSS products will be described. ever-changing leave laws. Recommendations for streamlining leave management via process and technology changes. Sessions continue on next page. 17 18 Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions continued Student SHANCRS Non-Course Requirements Presenters: Gail Rebeta, Ruthie Erdelyi & Lynette Johnson, Kent State University With an ever-increasing number of programs that have noncourse requirements, KSU needed a solution that would allow advisors to record the completion of those requirements that: 1. 2. Would not allow direct or open access to forms that affect the transcript. Would provide a seamless data flow into our degree audit system. Would provide a simple, user-friendly interface for advisors. Come and see our solution! Ellucian Recruiter: Finding and Enrolling Best-Fit Students Presenters: Jim Druckenmiller, Ellucian Session Descriptions continued Student, continued 3. The Banner XE Student Experience Presenter: Ed Hauser, Ellucian Ohio Banner Users Group Conference - April 29, 2013 This session takes a deeper look at the Banner Student XE modules (Course Catalog and Schedule of Classes, Faculty Grade Entry, Attendance Tracking and Event Management) that have been released to date. Banner Student XE provides architectural, functional, and usability improvements to both Administrative Banner and Self-Service Banner with the initial focus on students, advisors, and faculty. We'll discuss customer adoption and provide a glimpse of Banner XE projects in progress such as student registration and some common components. Learn how Ellucian Recruiter can help you optimize enrollment, reduce costs, and meet strategic enrollment goals. This advanced student recruitment software provides insight into your prospect pool, using enrollment probability and predictive modeling to help you identify your ideal prospects. Its personalization capabilities help you communicate with prospective students in the way they want to hear from you, and its performance tracking and analysis tools provide you with real-time visibility into campaign performance so you can focus your energies on the most effective strategies. 19 Banner XE Student Registration: The Next Generation of Banner Student Registration Presenter: Ed Hauser, Ellucian This session will provide you with a deeper look at the registration planning function that is being added to Banner Student registration. This function will provide students and advisors with the ability to create either course or section-level plans that can be saved as students work with their advisors to create an optimal schedule that they can use to register for classes. The new function will also work with either CAPP or Degree Works to assist students and advisors in registration planning. Help Your Students Succeed with Ellucian Degree Works Presenters: Jim Druckenmiller, Ellucian Join us to learn about the robust academic planning tools and real-time counseling capabilities available with Ellucian Degree Works that enable advisors to provide more meaningful direction to students so they stay on track to completion. Ohio e-Transcripts Presenters: Barb Boltz & Brian Pekarek, Kent State University Kent State University has been awarded the grant to develop the system to bring xml high school transcripts into Banner and ultimately allow for the reporting of the Statewide Student ID in the HEI files. This system will be made available to all Ohio Banner institutions to use. Come see what is happening with the project to date and a look at what Kent State is envisioning as our solution. Proxy Access Presenters: Carole Pegoraro & Shelley Sherwin, Kent State University Kent State University was one of the first schools to go live with Proxy Access. They also integrated Proxy Access with the Luminis Portal. They will share how they had a successful implementation with tips on testing, customization, communication plans, and issues. 20 Ohio Banner Users Group Conference - April 29, 2013 Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions continued Session Descriptions continued Student , continued Course Signals Presenters: Carole Pegoraro & Shelley Sherwin, Kent State University Banner Student Roundtable Facilitator: Ed Hauser, Ellucian Technical, continued Kent State University recently implemented Ellucian’s Course Signals product as a means of early intervention for faculty to alert students of underperformance in class as well as provide positive feedback to those students performing well. They will discuss their pilot implementation of Course Signals and share the results, student feedback, and lessons learned. Intrigued by what you heard in the Banner XE Student Experience and Banner XE Student Registration sessions and want to learn more? Want to learn more about specific functionality? Interested in hearing more about what your peers are doing? Come learn more in this open discussion with Ed Hauser from Ellucian. Disaster Recovery 101 Presenters: Bob Zwarycz & Jann Gillingham, Ellucian Business continuity is critical to every institution and its IT organization. How do you set up your ERP and other Tier 1 apps to reduce the risk of a disaster, and quickly recover from one should disaster strike? Learn about the infrastructure and practices that Ellucian’s Cloud Services uses to minimize the impact of a disaster for your Banner systems. Ellucian Mobile Presenter: Sheryl Lemma, Ellucian Ellucian Mobile evolves the company’s previous mobile solutions into one that spans the three core administrative systems and unites the entire Ellucian customer community. Ellucian Mobile brings together the best of Ellucian Mobile Access and Ellucian Mobile Connection into a single new approach to help colleges and universities advance mobile initiatives faster and extend applications and services to a broad range of campus stakeholders. Delivered as a platform that supports both native and web applications, Ellucian Mobile offers both deep integration with Ellucian solutions and flexible options to help customers extend the digital campus to include non-Ellucian applications. Institutions can choose to implement an easily configurable pre-set package of applications that can be fully launched in hours or opt to build, customize, and manage their own mobile environments. Come learn more about how Ellucian Mobile can help people engage more easily with your institution. (this session will be offered twice) Technical Banner GUI Development Tools Facilitators: Todd Emo, Otterbein & Rick Penny, Lakeland Community College Roundtable session on GUI Development Tools for Banner. Banner on Oracle Update: Engineered Systems & Security Presenter: Gabriel Nguyen, Oracle Banner on Oracle Update: Latest Information on Engineered Systems and Security for Banner. This session provides an update about Oracle Engineered Systems including how Banner is deployed on the Engineered Systems products. During this session we'll cover a couple of case studies on how Banner customers are using Engineered Systems today. And finally, we'll provide an update on some joint work that Ellucian and Oracle are doing to improve security for Banner customers. 21 Building a Business Case for Cloud Services Presenter: Bob Zwarycz, Ellucian Do you still have questions about why you should consider a cloud adoption strategy for your ERP and other Tier 1 applications? This session will give you the necessary information to answer questions such as: Why should I consider the Cloud? Which Cloud right for me? How do I make the case for Cloud? What does a Cloud implementation look like? Where is the value? User Defined EDW Attributes Using Oracle Functions Presenters: Jary Willard, Cuyahoga Community College Learn not only how to add data to the EDW, but how to add it using custom functions to avoid maintaining a new custom table. 22 Ohio Banner Users Group Conference - April 29, 2013 Ohio Banner Users Group Conference - April 29, 2013 Session Descriptions continued Fawcett Center Map WorkFlow and Imaging Ellucian Live Imaging Highlights Presenters: Chris Muller, Kent State University & Dan Johnson, Miami University The facilitators will share up-to-date information and tips they learned during the Ellucian Live 2013 annual conference Imaging sessions. Imaging Roundtable Facilitator: Holly Slocum, Kent State University Here is your chance to discuss issues, hear about successes, and learn from your peers. Birds of a Feather for Workflow Facilitators: Jean Hammond, Cuyahoga Community College, Sameer Jaleel & Prasanna Joshi, Kent State University Not sure what “workflow” is and how it can benefit your school? Have the workflow product, but don’t know how to get started with it? Want to know what workflows other schools have created? Come to this session and get your questions answered! Workflow Webservices and We will discuss initiating workflows using webservices and Kent State’s experience with recent workflow 8.1 8.1 Upgrade Presenters: Anthony upgrade. Laurene & Prasanna Joshi, Kent State University Getting Started with WorkFlow Presenters: Shane White and Pam Beltz, University of Dayton Still have WorkFlow "on the shelf"? Not sure where to go or how to start? Come learn from the team at the University of Dayton as they explain how they started small and have exploded to over 50 WorkFlows in production. 23 24