Banner 8 Unified Product Release

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Multiple-Year Encumbering for Grants

• Tracks labor and fringe encumbrances over the life of the grant

—Identifies grant-related job labor distributions on employee job records

—Utilizes Banner Finance grant associated dates with grant-related job labor distributions

—Calculates grant-related salary encumbrances within a fiscal year, across fiscal years, or for multiple years

—Feeds the calculated encumbrance to Banner Finance for entire period

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Banner Travel and Expense Management *******add on product

• Maintains a comprehensive, one system of record for all associated travel and expense activity across the institution—Automates travel and expense reporting—Enables improved processes— Increases employee awareness of

expense policy—Enables stricter controls over spending—Leverages your investment in Banner

Finance, HR, Workflow, Xtender, and Luminis Platform

—Enables your institution to deliver superior travel-related customer service across the entire institution

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Algorithmic Packaging Financial Aid

• Enables the use of algorithms to extend and enhance financial aid packaging capabilities—Targets the right dollars to the right students—Automates the financial aid process—Meets or exceed desired yield rates—Leverages scarce financial resources—Automates complex packaging scenarios—Aligns award offers to institution’s awarding philosophy

Enforcing Compliance

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Enforcing Compliance

• Ensures compliance to regulatory, funding, audit, and business process rules—Proposal Development and Electronic Submission—Effort Reporting and Labor Redistributions —Faculty Load and Compensation—Benefit/Deduction Combined Limit Processing

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Banner eProposal Management****add on Product

• Manages the sponsored research activity of proposal development and submission —Provides Proposal Development Portfolio

• Proposal Description• Proposal Forms• Proposal Budget

— Integrates with Grants.gov—Supports private proposal funding and

submissions—Supports configurable, electronic

approvals

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Effort Certification and Labor Redistributions

• Automates functionality with effort certification and labor redistributions to facilitate compliance—Facilitates OMB A-21 compliance using the “after the fact

method”—Enables Employee Self-Service effort reporting review and

certification —Automates routing and approvals for effort reporting and

labor redistributions —Maintains history for audit purposes— Incorporates Luminis channels —Leverages XtenderSolutions to manage documentation

January 2 -5, 2008 9

Automated Faculty Load and Compensation

• Improves integration between Banner HR and Banner Student for faculty assignments —Enables ability to use for all faculty:

adjuncts, part time, and full time —Configures and automates

compensation calculations —Creates/maintains faculty job

assignments —Provides Employee Self-Service faculty

view of compensation components—Manages contracts through Banner

XtenderSolutions (optional)—Enables email notifications through

Workflow (optional)

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Benefit/Deduction Combined Limit Processing

• Provides the ability to grant individual deduction limits, combined limits, or annual compensation limits

—Incorporates items such as 403(b), 401(k), 457(b) plans and Registered Retirement Savings Plans (RRSP)

—Defines employee, employer, combined, and annual compensation limits separate from benefit/deduction codes through new Combined Limits rules

—Assign Combined Limits codes to benefit/deduction codes on employee’s deduction record, which can be overridden

—Accommodates employee and employer flat amounts and percentages with matching and annual limits for each through new Calc Rules

—Works in conjunction with Associated Deductions logic to accomplish institution-specific design

Managing Capacity

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Managing Capacity

• Increases ability to manage enrollment and access demand —Course Wait Listing— Incomplete Grade Processing

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Course Wait Listing

• Manages student course waitlist eligibility and status based on configurable rules—Provides registration conflict checking before adding

to waitlist—Enables configurable rules for waitlist position priority—Enables configurable time limit for status change—Manages the movement of students from the waitlist to

registered status as seats become available in previously closed course sections

—Automates student notification when seat opens—Enables Student self-service waitlist status and

position look-up—Enables Faculty self-service waitlist status and

position look-up per class

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Incomplete Grade Processing

• Automates the process for incomplete grade changes based on institution-based policies and practices—Allows Registrar to define default

permanent grades and time limits—Converts incomplete grade automatically

in permanent history records after time expiration

—Displays default grade and expiration date on administrative grading forms

—Optionally, allows instructor to specify default grade and date for specific courses

— Provides Student with Self-Service view of expiration date and default grade for all incomplete course work

Convenience and Constituent Demands

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Convenience and Constituent Demands

• Offers constituents more convenient, flexible options for access and process—Applicant Tracking Interface with PeopleAdmin—Catalog Extract and Load—Concurrent Curricula Phase V—Enhancements to Advancement Integration with

Student

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Applicant Tracking Interface with PeopleAdmin

• Streamlines the new hire process between PeopleAdmin Applicant Tracking & Banner HR with new integration —Reduces duplicate and manual data entry, saving

errors and time—Leverages your investment in both products—Populates Biographic/Demographic, Employee, and

Employee Job information in Banner HR—Allows optional use of on-line electronic routing and

approval of new hires through integration with Banner HR’s Electronic Personnel Action Form (EPAF)

—Enables entry of additional data as needed on EPAF—Prevents duplicate person records in Banner through

integration with Banner’s Common Matching functionality

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Catalog Extract and Load

• Improves ability to quickly and efficiently exchange course catalog data for transfer articulation—Provides foundation for a complete

transfer articulation solution—Enables quicker decisions for transfer

students—Reduces data entry—Extracts Internal Catalog Data—Uploads External Transfer Catalog Data

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Concurrent Curricula Phase V

• Incorporates Concurrent Curricula concepts into registration, fee assessment, and graduation—Enforces registration restrictions across multiple

curricula—Allows designation of the field of study, department

code, attribute code and cohort code to course registration and schedule restriction rules

—Assesses fees across multiple curricula —Provides the ability to submit and pay fees for an

application to graduate via Banner Student Self-Service—Configures rules to control applications to graduate via

Student Self-Service—Saves graduation application information for re-use

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Concurrent Curricula Phase V (cont.)

— Includes options to populate section rolls from the catalog vs. schedule

— Includes field of study type, department, attribute and cohort in section rolls

—Restricts registration maximum hours by more criteria than just level

—Adds all curricular elements to the minimum and maximum hours checking in registration

—Expands reserved seat capability to use curricular elements and matriculated term, admission term, learner graduation term, attribute, and cohort

—Allows for a reserved seats overflow option

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Mass Entry Forms

• Adds concurrent curricula to existing graduation mass entry forms

• Incorporates 3 new forms for mass entry—Admissions—General Student—Registration

• Audits your mass entry usage—Determines who used the form, when, and the

data used to search and update records—Finds all successful updates, or not

successful —Holds mass update later for batch

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Banner Student to Banner Advancement Integration• Leverages inherent integration between Banner

Advancement and Banner Student—Provides flexibility to support institutional culture on

how and when to incorporate students into the Advancement process

— Includes innate ability to provide seamless transition from student to alumni, enabling continued engagement and support

—Enables greater flexibility to specify name style preferences

—Provides ability to create employment relationships

Personalizing your Unified Digital Campus

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Luminis Platform

• Enables increased security and data integrity across the institution—Provides new levels of security through an encrypted

Banner PIN— Increases opportunity to collaborate through further

security and privacy via data obfuscation— Improves flexibility in content management through

rich text editing capabilities

• Enhances constituent experience with inherent Banner Enrollment Management integration—Manages prospective student experience using

personalized content features—Enables automation and configurability based on

institutional standards

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Banner Enrollment Management Suite

RECRUITING & ADMISSIONS STUDENT ADVANCEMENT

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Banner Enrollment Management Suite

• Introduces a new standard for managing relationships—Delivers Information that Empowers Your People

• Connect with people and organizations more effectively• Invest in activities that have proven productive

—Enables Highly Personalized Interaction• Efficient, high-touch relationship management• Prospective and current students; parents, guidance

counselors

—Supports Knowledge-based Planning• Rich longitudinal information guides strategic and tactical

planning• Plan across all recruiting, retention, alumni programs

—Monitors and Adjusts Performance• Real-time dashboards and metrics aligned to your goals • Alerts when outcomes don’t match expected results

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Enterprise Identity Management Services

• Enables institutions to administer across their IT environment through flexible, configurable IdM functionality—Allows SGHE UDC applications to work with 3rd Party

Enterprise Id Management Systems—Adopts a standard UDC Identity definition—Supports user provisioning to SGHE applications—Supports user provisioning from Banner—Automates provisioning for SGHE applications when a

Enterprise IdM system is not present—Provides standards-based authentication support—Provides flexibility and configurability to support

multiple provisioning and authentication use cases in SGHE applications

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Globalization of Higher Education

• Expands field sizes to help our institutions address the rapidly changing, competitive, global environment— Delivers on the greater focus of educational accountability

and access — Expands names, addresses, telephone numbers, and

identifiers• Postsecondary Electronic Standards Council (PESC)

standards• CCITT telephone standards• HR-XML specifications• Names – 60 characters• Telephone – CCITTE-164 standard – 15 characters

— Lengthens Currency and amount fields• General and Finance only• Currency, amount and quantity fields -- 17 digits, 2

decimal places• Currency Rate field -- 17 digits, 7 decimal places• Finance Unit Price -- 19 digits ,4 decimal places

— Incorporates Unicode/UTF-8 Database Encoding to support Chinese, Japanese, and Korean characters

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Banner 8 Unified Digital Campus Services

SERVICES DESCRIPTION

UDC Strategy and Assessment

Aligns your institution’s tactical initiatives, people, processes and technology with institutional vision and educational / business goals using an approach called Enterprise Architecture. The result? A UDC Roadmap that defines priorities, next steps and a path towards realizing your unique UDC vision.

Provides an overview of SOA, its application to higher education, and how it will impact your current environment. The result? A plan to align and maximize SOA with governance and tech.

Service-Oriented Architecture (SOA) Workshops

Delivers provisioning and authentication across UDC applications, real time data integration points for third party apps, and capabilities to extend for non-UDC apps. The result? Foundational SOA technologies for the UDC implemented.

UDC Identity and Access Management (IAM) & Web Services Implementation, Training and Extension

Advises your institution with the latest hands-on enterprise SOA integration and IAM experience. The result? Solving your unique complex IAM and SOA integration problems quicker.

Enterprise SOA Integration and IAM Advisory Services

Helps you identify key institutional problems to solve with SOA. The result? Next steps to reduce complexity and cost while increasing constituent services with SOA.

SOA Integration Assessment and Planning

Quality Improvements

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Defect Backlog Reduction

16% Reduction

UDC Target

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Unified Digital Campus Test Center

• All Banner UDC applications

• Used for performance, functional, regression, and interoperability tests

• Acquired leading test automation tools

• Built a team of experts

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UDC Test Center

• Distributed & Collaborative approach• Built on top of Eclipse Foundation’s Test & Performance

Tool Platform• Any test script can be executed against any UDC

configuration• Beginning with Banner 8

Campus A

Campus D

Campus C

Campus B

Campus E

UDCTest Center

UDCTest Center

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