Category Archives: Planning

Update: 7/17

These Banner 9 modules have been created in Test

  • General
  • Advancement
  • Student
  • Banner Document Management System (resolving issues)
  • Accounts Receivable (in progress)

Production environment hardware installation should be complete today – 7/14. Software prep will begin next week.

Current activities:
  • Installed Advancement, BDMS, General, Student (baseline) modules
  • Testing/Training consultant starts on Monday, 7/17
  • Go Live scheduled for week of 9/11/2017

Financial Aid

  • Interviewing consultant now – start date around August 1
  • Go Live in either October or November
  • Mod re-engineering
  • Initial results look positive

4 mods have been or are in the process of being worked on

Developers are testing an application builder that may significantly reduce the time required to build some mods/standalone forms

Ethos Workflow evaluation and Integration Hub work continue

Scheduling conference calls with Ellucian Subject Matter Experts for each area to discuss mods vs baseline, new features in Banner 9 we could take advantage of, etc

Wading through the mods and forms

Over the past 18 years, we have generated lots of ways to make Banner give us the information we want in the format we want. Some of those have been created via Banner mods (modifications – see Glossary) and some via Oracle forms. Because Banner 9 is so different, we need to be sure any needed mods or forms will work the way we expect – and that may mean rewriting.

The project team tackled the mods first – business office team members leading the discussions. Here is what we found:

Keep: Will Require Project Resources Keep: No Update Needed  Other Retire Totals
Advancement 0 2 0 0 2
Financial Aid  1 2 0 2 5
Finance 2 2 0 1 5
General 1 28 1 6 16
HR 7 4 1 6 18
Student 12 13 1 14 40
Bursar 4 7 0 2 13
Grand Total 27 38 3 31 99

Currently, the teams are looking at the 130 plus Oracle forms that will need attention. Like the mods, the approach will be first to determine who owns or uses the form, is it still needed, and, if needed, what is the estimated cost of rewriting. Watch for more info on Banner forms soon!

Plan for the Journey: March 27

Program manager, Frank Pahlke, was onsite the week of 3/27 and the core team focused on lots of project logistics. Here are some of the highlights:

  • Presented draft project charter to the Implementation Committee at its regular meeting.
  • Continued to plan training on the Ellucian Extension tool for IT Services developers.
  • High-level project timeline being broken down into more granular plans.
  • Mods are being reviewed by staff who use them and by IT developers. Each will be rated by its future state: retire, keep as is, or keep but rewrite. The core team is engaging Ellucian to review all mods that are to be kept to ensure plans align with best practices.
  • The project core team moved to their new project space in Boyd Hall.