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The Banner System
An Overview
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Banner is the software
SCT is the leading global provider of e-education technology solutions for institutions of all sizes and levels of complexity.
Banner is completely integrated to handle all of the administrative functions of higher education.
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Multi-system database
Banner is a multi-system database.
Each system contains modules that store information.
Some information is shared by each system
Reduce data entry
Prevent errors
Allow queries and reports using information from all systems
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Banner concept
One database
Multiple systems Advancement
Finance
Financial Aid
Human Resources
Student
General
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User sets security
Each system contains specific information that is relevant to that area and is protected by security restrictions.
Advancement users determine who can have access (update or query) to Advancement information.
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Shared Information
ID’s identification numbers
Names and name types
Addresses
Phone numbers
Marital status
Deceased and confidential flags
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Integration
ID, NameAddress
Phone, e-mailMarital Status
Confidential, deceasedIndicators
Advancement
Finance
Financial Aid
Student
HumanResources
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ID’s and pidms
ID Format – what format will be used
Generation –Banner generates a unique number
SSN – can this be printed on documents
Pidm “Personal identification master”
Internal, unique number assigned to each piece of information in the system
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Share Data
Why share data
Data that is common to many systems is stored in one place
Shared data is consistent across all systems and is entered only once
Data from multi systems can be combined for effective reporting
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Issues of shared data
Who owns the data and who assumes responsibility for:
Accuracy
Data entry standards
Entering changes
Varying system requirements
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IDEN forms
Each system has an IDEN form where the name and address information are created an updated
APAIDEN, SPAIDEN, FOAIDEN, PPAIDEN, RPAIDEN
Each AIDEN form is slightly different.
APAIDEN shows cross referenced spouse
Other AIDEN forms show only one person
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Form naming conventions
Each letter of the form has a meaning. Understanding the letters can help you understand the use of the form.
Forms that begin with “A” are advancement forms
“S” are student, “F” are finance forms
Forms that begin with “G” are general forms and are used by all systems
GUASYST, GTVLETR
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Integrated database
Data Standards
Policies need to be determined with other departments
Student, financial aid, finance, human resources regarding updates to names, address types, indicators
Format and data entry standards need to be developed to insure consistency, punctuation, abbreviations
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Duplicate Records
Policies and operational procedures need to be developed regarding the handling of duplicate records
How to find duplicates
How to resolve “dupes” when they exist
How to train new staff
How to prevent duplicates
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Documentation
Documentation for the current system needs to be reviewed and current processes need to be evaluated
Good time to streamline and make changes
Best practices.
Documentation needs to be created for Banner processes. Used to train existing and new staff.
Need to document decisions made during training process. Decision log.
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Reports
Banner provides some standard reports that are run from job submission process
Population selection process allows you to select records from the database to be used in standard reports, letter generation process, or transfer to Excel
Letter generation process used for receipts, thank you letters, other letters or reports
Ad hoc reports generated via ODBC compliant report writer
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Ad hoc reports
As we progress through the training, make a list of the reports that you will need.
Work with technical staff to prioritize these reports so that they will be available at conversion.
Other report needs can be determined after conversion.
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Upgrades and Enhancements
SCT provides upgrades to Banner when
Federal regulations require (Financial Aid)
Industry standards require (VSE/CFAE)
Errors detected. Point releases. 5.1, 6.2
Major upgrades to system are indicated by increase of number 5.0 to 6.0
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Upgrades and Enhancements
Each time a change is made to Banner, SCT provides Release Guides that document the changes in the version.
Test these releases with IT staff
Conversion team needs to continue to work together after the completion of the implementation.
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Action Line and Listservs
SCT action line provides support to Banner clients
www.sct.com Action Web log-in
Listservs for each system
Balumni
To sign up, e-mail
Email to [email protected]
In message, subscribe balumni (your name)
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Advancement System
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Advancement Modules
Constituents
Organizations
Campaigns
Designations
Pledges
Gifts and Pledge Payments
Prospect Management
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Advancement Modules (cont)
Gift Society
Membership
Solicitor Organization
Events Management
Advancement Self-Service
Self Service for Alumni and Friends
Self-Service for Advancement Professionals
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Validation Tables
Banner is table driven
Tables hold the various values that can be used
ATVDONR has the VSE/CFAE values
ATVXREF has the cross-reference values
Some tables have specific Banner values, others are determined by user
Tables that begin with “A” are advancement. “S” tables are shared. “F” tables are finance.
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Constituent Module
Stores basic ID information
Names, ID’s addresses, e-mail
Stores biographical information
Gender, birth date, age, ethnicity
Stores other information
Cross references, interests
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Constituent Module (cont)
What defines a constituent
A constituent must have at least one donor category and a preferred address. If the constituent is an alumnus, then he must have a college code and class year
Persons as well as non-persons can be constituents. Organizations, corporations, foundations
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Constituent Module (cont)
A person or organization must be a constituent in order to process additional information retained in the Advancement module.
Gifts, pledges, memberships, or to be tracked as a prospect.
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Organization Module
Organizations, like persons, must have a donor category code
For organizations, Banner stores
Donor category code, primary contacts, secondary contacts, matching gift information, cross references to employees
Financial information, activities, relationships to others, funding areas
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Campaigns
Should reflect the structure and priorities of your fund raising efforts
Should represent an over-all fund raising strategy over a period of time
Tracks gifts and pledges
Flexible Provides on-line, up to the second reporting
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Campaigns (cont)
Cornerstone of Banner reporting
Monitors progress of fund-raising goals
Must be developed before gifts and pledges can be processed.
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Designations
Directs the gift or pledge to a specific account
Specifies a purpose for the gift or pledge
Must be associated with at least one campaign before a gift can be processed
Provides purpose for VSE/CFAE reporting
Interfaces with Finance
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Pledges
Add and maintain pledges
Store installment plans and solicitation information
Mass entry of similar pledges
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Gift and Pledge Payment
Record and track gifts and pledge payments
Enter matching gifts
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Interfaces
There are three interfaces to other Banner systems Feed to Banner Finance
Passes gift and/or gift and pledge information Finance Requires FOAPALS in Finance
Feed with Human Resources if donor wants funds taken from paycheck
Student to Advancement
Makes new grads alumni
Advancement can select students on credit hours
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Prospect Management
Allows Advancement to manage the relationship between the donor and the institution
Assignment of staff with different roles
Rate the prospect in different ways
Track contacts made with a prospect
Embed call reports in Banner contacts
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Prospect Management
Tools
Create strategic plans for prospect – moves management
Create and track proposals
Available via Self-Service for Advancement Professionals (web product)
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Gift Society
Allows institution to recognize donors at various levels
Institution determines rules for recognition for gift society membership
Facilitates the preparation of the honor role of donors
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Membership
Allows an institution to track constituent’s involvement in membership programs
Maintains dues payments, generates reminders and renewal notice mailings
Provides a dues payment acknowledgement process
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Solicitor Organizations
Track results of solicitation efforts
Give appropriate credit to solicitation effort responsible for the gift
Give credit to solicitor who contacted the donor
Track responses to solicitation efforts
Compare results of solicitation efforts over time
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Event Management
Allows institution to track participation and attendance at events
Part of the general system and can be used by other Banner systems
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Alumni Self Service (web)
Each Banner system has a self-service product
Alumni Self-Service allows communication between the constituents and the institution
Allows for job posting, mentoring involvement, tracking of interests
Allows for change of address and select other information direct to Banner database (with audit)
Allows for pledges and gifts via the web
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Self-Service for Advancement
Allows for creation of constituent profiles on line
Allows processing of contact/call reports via the web
Allows creation of population selections
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Action Line and Listserv
SCT action line provides support to Banner clients
www.sct.com Action Web log-in
Listservs for each system
Balumni
To sign up, e-mail
Email to [email protected]
In message, subscribe balumni (your name)
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Consultant
Julia A. Paris, Functional Consultant
Banner Advancement
SCT Consulting Practices
Office: 434.946.1060
Cell: 434.851.2767
Wwww.sct.com
Leadership-Choices-Excellence
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Self-service for students, faculty and staff
Ease of communication
Access information
Manage the big picture
Exchange information
Automate actions
Integrate learning
Microsoft TCO
Easy to deploy
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