Banner Document Management - immagic.com€¦ · Banner Document Management Roadmap ... Monthly AX cumulative patch rollups with Ellucian certification Architecture alignment - XE

Banner Document Management (BDM)Roadmap

Roadmap Framing and Confidentiality

Ellucian’s roadmaps provide a general overview of our anticipated future offerings. The information contained in Ellucian’s roadmaps is proprietary information of Ellucian and is not to be used for any reason other than to provide our customers, prospective customers, partners and strategic partners with a general overview of our anticipated future offerings.

Our roadmaps are not a commitment, promise or other obligation on the part of Ellucian to deliver any particular code or functionality, and the roadmap data should not be relied on in making a purchasing decision. Ellucian reserves the right to change its roadmap information, in whole or in part, without prior notice and at the Company’s sole discretion.

Ellucian Proprietary Information © 2012-13 Ellucian. All Rights Reserved

Market Drivers Shaping the BDM Roadmap

Empoweringconfident growth

Reducingoperational risks

Responding tofunding pressures

Increasing efficiencyand services value


BDM Roadmap Goals

1. Continue value and service to existing BDM customers

2. Deliver priority requests for enhancement (RPE)

3. Increase value to global customers

4. Develop technology and delivery patterns to reduce customer cost

5. Improve product, documentation, and partner deliverable quality


• Managing institutional funding pressures, budget shortfalls, and affordability

• Empowering confident growthExec. Leadership

• Increase efficiency, customer satisfaction, and student success

• Serve growing populations while limiting operational risk and cost

Admin/Acad. Depts.

• Increase IT services value, and decrease cost of delivery, support, and training

• Improve system management by reducing systems and integration complexity

Audience Challenge

• Elevated customer service expectations• Increased choices and competition• Affordability

CIO/IT

Students

Document Management Challenges


Ellucian Delivers Document Management Value

Reduce costs of paper

Simplify secure file access

Support distributed teams

Reduce operational risks

Audit and secure processes

Reuse current IT resources

Grow without adding cost

Accelerate processes

Improve decisions

Delight customers

Advancement

Enrollment Management

Administrators ExecutivesAcademic Affairs

Research

Information Technology

Financial OfficersStudent Services

Ellucian Proprietary Information © 2012-13 Ellucian. All Rights Reserved April 4, 2013

Donors

Document Management Vision:

Deliver innovative solutions to help education institutions achieve more with less, reduce risks, and grow with confidence

Banner Document ManagementRoadmap


Qua

lity

2012 2013 2014Jan-Jun Jul-Sep Oct-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec

,

Ellucian Roadmap Legend Fe

atur

esPr

evie

w/T

hem

eTe

chno

logy

APIs

80% 65% 50% Exploring

- This release is focused on quality

Features- This release is focused on

features and functions

Technology- This release is focused on architectural enhancements

- This release is focused on APIs

Example Feature

Quality APIs

Example Feature

Example Feature

Target deliverable: features, capabilities, architectural enhancements, etc. Color indicates confidence level

Release Theme: Summary level description of release scope or theme

Investment Category: Helps to group targets for any release into primary investment categories:

Example Feature

Confidence Level Legend: See definitions and disclaimers on next slide

Information presented here is subject to change at any time at the sole discretion of Ellucian and should not be relied upon in making any purchase decisionEllucian Proprietary Information © 2012-13 Ellucian. All Rights Reserved

Confidence Level Definitions

We use the term confidence level to describe the likelihood that the items on the roadmap will be delivered at the dates shown on the timeline. There are many factors that impact our ability to predict delivery including but not limited to:

• Customer priorities – Our releases are driven by customer feedback and prioritization. Sometimes the priorities change due to any number of external factors. At any time, we may change the priorities in any given future release to better reflect our customers’ interests.

• Quality Targets – Each of our product releases undergoes a stringent quality assurance process prior to release. Should a particular capability not meet our quality targets, we may choose to defer that specific capability to a future release or not complete the development of that capability at all.

• Design Constraints – In response to customer feedback, we attempt to provide visibility beyond the next product release. In doing so, we share capabilities that reflect customer requests but have not gone through the technical design phase. In some cases, the technical design phase will reveal a larger level of effort and dependencies that make the original timeframe infeasible. Further, the design phase could reveal that the capability is not technically feasible atall or not cost effective resulting in abandonment of effort.

• Budget Cycles – For roadmaps that might include visibility beyond the current Ellucian fiscal year budget, all items are subject to financial progress against goals and the availability of funds for that particular project in future budget cycles.

• Engineering Forecasting Accuracy – All roadmap items are subject to some level of forecasting accuracy imprecision resulting in certain functionality pushing out to later releases on a roadmap timeline.

The further out the release date, the higher the likelihood that one or more of these factors will impact the accuracy of ourroadmaps. That is why we clearly indicate less than 100% confidence for our next release even though it may scheduled to be released in the short-term, and why we use decreasing confidence levels for items that are further out on the roadmap.


Qua

lity

2012 2013 2014Jan-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec

Feat

ures

i18n

Them

esTe

chno

logy

80% 65% 50% Exploring

Features Quality

Information presented here is subject to change at any time at the sole discretion of Ellucianand should not be relied upon in making any purchase decision

Technology i18n


DeliveredBanner DM Roadmap

Acronym Key:DM = Document ManagementVPD = Virtual Private DatabaseMEP = Multi-Entity ProcessingAX = EMC ApplicationXtenderi18n = Internationalization

i18n Admin Forms Banner Student Aid Support

AX 6.5 SP2 Support Luminis 5.0.4 Support

VPD MEP Support

Advance DM Cohabitation

AX for Office Support

AX Connector Support

AX 7.0 Support

Banner Document Management XE

Defect Corrections and Monthly Patches

DM Integration – Ellucian Recruiter

BDM 8.5 Spanish / Br Portuguese

AX 8.0 Support

Banner Document Retention

DM Integration – eTranscript Receive

Document Processing Automation

Ongoing i18n and Localizations

Localized Banner, AX, and BDM Integration administration

Banner Student Aid 8.9 Integration & Spanish localization (Q3 2013)

Ongoing Defect Corrections

Monthly AX cumulative patchrollups with Ellucian certification

Architecture alignment - XE

64 bit server, New Full-Text, Win 8, Java 7

UI Update, REST services, SAML

Ellucian Integrations delivered

Non-Ellucian integrations supported

Business Process Efficiencies

Banner Document ManagementFeature Details


Multi-Entity Processing (MEP) – VPDFe

atur

es

Feature DescriptionOptional use of Oracle VPD (Virtual Private Database) to segment documents, metadata, and processes across multiple campuses or entities transparently within a single Banner database, leveraging Oracle policies and aligning with other Banner administrative and security processes. Optional segmentation of documents, metadata, batches, validation data, and storage locations by VPD.

Customer Value

• Reduce system infrastructure and administration costs through reuse of single Banner database for Document Management across multiple administrative entities or campuses

Delivered Q2 2012 in BDM 8.4


Advance Document Management CohabitationFe

atur

es

Feature DescriptionReuse of AX infrastructure in an optional, shared instance deployment across Banner Document Management and Advance Document Management. Reduces TCO and environment overhead, allows for reuse of AX components and licensing.

Customer Value

• Reduce system infrastructure and administration costs through reuse of single AX instance for Document Management across Banner and Advance.

Services Delivered Q2 2012


AX 6.5 SP2 SupportTe

chno

logy Feature Description

Service Pack update for AX 6.5 with defect corrections. Provides additional control for AX Index Image Import, AX Reports Management, and QuickScan Pro around automatic document importation and merging.

Customer Value

• Corrects defects within EMC ApplicationXtender (AX) 6.5• Additional control over automatic document capture and importation

Delivered Q3 2012


i18n Administrative FormsDelivered Q1 2013

i18n

Feature DescriptionInternationalization of BDM admin forms and Banner forms integration elements so that they can be localized into desired languages for global application. Aligns with existing Banner and AX localizations into non-English languages.

Customer Value

• Internationalization of BDM administrative forms and integration elements• Enables localization into non-English languages• Completes the internationalization of all major elements of BDM, including Banner and AX


AX for Microsoft Office SupportDelivered Q1 2013

Feat

ures

Feature DescriptionProvides secure access to AX documents and services directly from within Microsoft Office 2010 applications – Word, Excel, PowerPoint, and Outlook. Simplifies capture or sending of email messages or attachments from AX. Provides familiar user interface alternative to learning and deploying full AX web or desktop applications.

Customer Value

• Secure document management integrated with Microsoft Office 2010 desktop applications• Document retrieval, creation, and management from familiar user interfaces• Embedded viewer for non-Office documents, including image annotations and scanning• Simple “Click-once” deployment and delivered Business Applications


AX Connector SupportFe

atur

es

Feature DescriptionQuickly configure and deploy rules-based document management integration without programming to any Windows-accessible application or user interface (email, browser, office suites, non-Ellucian administrative systems). Ability to pull metadata off the document. Virtual Print Driver capability for “printing” directly into AX.

Customer Value

• Integrated document management available for any system from Windows PC without programming• Document retrieval or indexing based upon application data or data on documents• “Printing” directly to AX for simplified capture of documents


Banner Document RetentionFe

atur

es

Feature DescriptionRules-based document disposition and ability to incorporate Banner data along with AX metadata into rules evaluation. Ability to modify Ellucian-delivered rules and share or reuse rules with other institutions via Shared Code Repository or Community Source Initiative. Ability to delete or export documents and metadata based on disposition choices.

Customer Value

• Rules-driven retention and disposition of BDM documents• Reuse of existing Banner data or BDM metadata to drive document disposition rules• Reduced legal risks, online storage impact, and performance latency, after proper document disposition• Facilitated movement of documents and metadata between or in and out of document collections


Banner Student Aid Supporti1

8n

Feature DescriptionProvide integrated document management for Banner Student Aid customers. Allow reuse of existing BDM and AX components for customers running BSA alongside Banner Student or other Ellucian solutions.

Customer Value

• Integration of BDM to Banner Student Aid (BSA) 8.9• Provides BDM services and features to BSA customers globally• Follows features and architectural patterns already supported in Banner


EMC AX 7 SupportTe

chno


Native support for 64-bit server OS for AX server side components. New full-text indexing integration for EMC xPlore engine, providing easier installation, configuration, deployment, de-installation, scalability, and performance tuning.

Customer Value

• Updated AX server components and full-text indexing options• Continued support of and increased value from AX components


Banner Document Management XE

Feature DescriptionDocument management features such as document query, attachment, document count, and cover page generation available directly within Banner 9 user interfaces.

Customer Value

• Document management integrated to Banner XE user interfaces• Business process continuity and system availability across Banner versions and upgrades• Reduced infrastructure and administration costs due to greater reuse of components and patterns


Tech

nolo

gy

DM Integration – eTranscript ReceiveTe

chno


Allows eTranscript Receive customers ability to reuse BDM services and components to capture inbound transcript images.

Customer Value

• Document management integrated to eTranscript Receive processes• Ability to automatically capture transcript images accompanying transcript data streams


DM Integration – Ellucian RecruiterTe

chno


Allows Recruiter customers to reuse existing BDM services and components to meet document management needs linking recruiting and admissions. Reduces IT costs, training time, and admin overhead between Banner and Recruiter.

Customer Value

• Document management integrated to Ellucian Recruiter user interfaces• Business process continuity across Banner and Recruiter processes• Reduced infrastructure and administration costs due to reuse of components and patterns


EMC AX 8 SupportTe

chno


AX next generation client/UI, continued architecture enhancements, RESTful services.

Customer Value

• Updated AX UI elements, RESTful services, architecture• Continued support of and increased value from AX components


Automated Document ProcessingFe

atur

es

Feature DescriptionCapture automation, document and data recognition, mixed batch processing, directory and email monitoring, and image cleanup tools to create greater operational efficiency at reduced cost. Centralized or distributed operations, remote monitoring, reporting, and work distribution.

Customer Value

• Automated capture, clean-up, filing, and distribution of documents• Reduced staff time and handling costs of paper• Increased filing and data entry accuracy, reducing rework• Greater transparency in work status and monitoring


Documents

Banner Document Management - immagic.com€¦ · Banner Document Management Roadmap ... Monthly AX cumulative patch rollups with Ellucian certification Architecture alignment - XE