Ohio Banner Users Group Conference - April 29, 2013 Table ......Algorithmic mic packaging and...
Transcript of Ohio Banner Users Group Conference - April 29, 2013 Table ......Algorithmic mic packaging and...
Ohio Banner Users Group Conference - April 29, 2013
Ohio Banner Users Group
Annual Conference
Monday April 29, 2013
The Fawcett Center
The Ohio State University
2400 Olentangy River Road
Columbus, Ohio 43210
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Ohio Banner Users Group Conference - April 29, 2013
Table of Contents 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 8:30-9:30
Registration Main Lobby Alcove Breakfast Lobby outside Delaware
9:30-10:15 Welcome & Keynote Address Conference Theatre
10:15-10:30 Beverages Lobby outside Delaware
10:30-11:20 Session I Various rooms
11:25-12:15 Session II Various rooms
12:15-1:15 Lunch Ballroom
1:00-1:30 Exhibitor Meet & Greet Conference Theater Lobby
1:35-2:25 Session III Various rooms
2:25-2:50 Refreshment Break Lobby outside Delaware
2:50-3:40 Session IV Various rooms
3:45-4:15 Exhibitor Question Period Conference Theater Lobby Refreshment Break Lobby outside Delaware
4:15-4:30 Wrap-Up Conference Theatre
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Ohio Banner Users Group Conference - April 29, 2013
Keynote Speaker
Ohio Banner Users Group
welcomes the 2013 Keynote
Speaker Randy Cole!
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
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Ohio Banner Users Group Conference - April 29, 2013
OBUG Sponsor
Ellucian helps education institutions thrive in a dynamic world. They deliver
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 sponsor-
ship continues to provide interactive consulting, up-to-the-minute training,
and custom-made improvements for OBUG and OBUG*C. This confer-
ence 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: [email protected]
www.ellucian.com
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Ohio Banner Users Group Conference - April 29, 2013
OBUG Exhibitors OBUG proudly announces the vendors participating in the OBUG 2013 Annual Confer-
ence. 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 pay-
ment 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: [email protected] http://evisions.com/
Tracy, Inc. provides consulting, system design, implementation and support of data ac-
quisition systems. Products include UltraTime Enterprise time & attendance products;
UltraBadge Enterprise, an integrated ID production system; Data Collection Applica-
tions, biometric readers, and portable data collection solutions; security designs and
implementations; and synchronized wall clocks.
Conference Session: "Automating Time and Attendance with Banner for Payroll,
Scheduling and Student Work Study Tracking"
Conference Track: Human Resources
contact: Scott A. Mowery, Technical Sales Manager
phone: 616- 241-1661 ext.4335
email: [email protected]
http://www.tracyinc.com
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Ohio Banner Users Group Conference - April 29, 2013
Exhibitors, continued OBUG proudly announces the vendors participating in the OBUG 2013 Annual Confer-
ence. 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: [email protected]
http://www.ironsidegroup.com/
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: "Banner on Oracle Update — Latest Information on Engineered
Systems and Security for Banner"
Conference Track: Technical
Contact: Dave Pickens, Principal Sales Consultant Oracle - Higher Education phone: 317-331-4901 email: [email protected] http://www.oracle.com/
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Ohio Banner Users Group Conference - April 29, 2013
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: [email protected]
https://www.officialpayments.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"
Conference Track: Human Resources
contact: Sales Department, WorkForce Software
phone: 877-4-WFORCE.
email: [email protected]
http://www.workforcesoftware.com/
Exhibitors, continued OBUG proudly announces the vendors participating in the OBUG 2013 Annual Confer-
ence. 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.
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Ohio Banner Users Group Conference - April 29, 2013
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: [email protected]
www.teamdynamix.com/
Please visit the Exhibitor Area in the lobby
outside the Conference Theater.
Exhibitors, continued OBUG proudly announces the vendors participating in the OBUG 2013 Annual Confer-
ence. 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.
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions
Accounts Receivable
Third Party Sponsor
Billing
Presenters: Robin
Adams & Cathy Moore,
Wright State University
Learn how Wright State University uses the Banner deliv-
ered 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 ADVI-
ZOR data visualization product by using the Banner Opera-
tional Data Store (ODS) as the data source behind ADVI-
ZOR. 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 func-
tionality 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 success-
ful 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 in-
creased. This session will demonstrate how to successfully
implement the baseline-delivered interface between the
HEP electronic matching gift database and Banner Ad-
vancement.
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Ohio Banner Users Group Conference - April 29, 2013
CIO
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 Presi-
dent Jim Brigadier and Customer Relationship Manag-
er 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 algorith-
mic packaging and exploring the new RORALGS
form for support of writing Algorithmic rules.
Verification
Priority Groups
Presenters: John Nick-
less & Donald
Dement, Ellucian
A look at several approaches to comply with the
new verification priority groups for the 1314 Fi-
nancial Aid year.
Session Descriptions continued
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions continued
Financial Aid, continued
From RJASEAR to
NBAJOBS, auto-
magically!
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 Stu-
dent 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 pre-
sents an opportunity for improvement. How is your institu-
tion handling this? Explore common topics in this overlap-
ping 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
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 op-
tions for plan increases or decreases, administrative
tools for making real-time plan adjustments, an intui-
tive 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 state-
ments to be pulled directly from Banner.
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions continued
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 process-
es 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
Birds of a Feather:
Ohio Shared Ser-
vices 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 re-
sources, and rapid change, project and portfolio manage-
ment 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 Uni-
versity was able to leverage higher education-specific pro-
cesses and tools to effectively manage the project portfolio
and the resources necessary to support it. We will also ex-
plore trends in higher education project, operations, and
service desk management that are resulting in increased IT
efficiency.
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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 significant-
ly increased the volume of information that Kent State
University currently stores. While more information is
closely linked to business expansion, recorded infor-
mation is difficult and costly to manage in large quanti-
ties. 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 con-
trol costs. In this session, we'll examine the Banner
Data Management initiative, which formalizes the pro-
cess of reviewing the records management policy, re-
viewing records retention schedules and engaging the
information services division, as needed, to manage
Banner data. The presentation will also review the de-
livered 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 com-
munity 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 instantane-
ous? 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, con-
sistent, and professional support which allows your institution
to expand its service hours, improve service quality, reduce
response time, while enhancing your staff’s productivi-
ty. Learn how Ellucian’s continuous improvement process
provides visibility into metrics which are used to improve the
service and reduce the number of contacts.
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions continued
General, continued
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 solu-
tions with Banner-based Universities and Colleges in
mind. Argos, our enterprise reporting solution, was de-
signed 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 Ban-
ner output and eliminate costly pre-printed forms. You can
easily distribute documents over a variety of delivery
channels including print, email, web, or imaging. Personal-
ly 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. Tran-
scripts 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 accomplish-
ments 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.
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions continued
General, continued
Mass Data Update
Utility (MDUU): One
Success Story
Presenter: Laura
Ruwe, Xavier
University
MDUU is new functionality that lets users affect Banner ta-
bles 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 exam-
ple from the user perspective (with a little technical thrown
in); walking through the development, pointing out the pit-
falls, sharing in-house developed documentation, and
demonstrating the results.
Ellucian Education
Services Portfolio
Presenter: Debbi
Romero, Ellucian
From webinars, to instructor led classes to on demand sub-
scription library, find out about new efficient and cost effec-
tive ways to keep your teams up to date. Professional devel-
opment is critically important, particularly when new technol-
ogies 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 em-
ployee 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 em-
ployment 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.
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions continued
Human Resources, continued
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 Com-
munity College
Cuyahoga Community College (Tri-C), a multi-campus
institution with a large number of adjunct faculty, imple-
mented Faculty Load and Compensation (FLAC) for the
2012-13 academic year. After many years of utilizing an
in-house designed process for adjunct assignments, Tri-
C 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 de-
scribe the developed end-user reports. In addition, com-
munication 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 employ-
ees to perform their own enrollment for Benefits and De-
ductions, as well as enroll their Dependents and Benefi-
ciaries. 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 man-
aged 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.
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Ohio Banner Users Group Conference - April 29, 2013
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 revi-
sions… with each change posing new challenges for employ-
ers. Additionally, most states — including Ohio — have en-
acted 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 leave-
related workload, according to a 2012-13 Trend Survey pub-
lished 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
ever-changing leave laws.
Recommendations for streamlining leave management
via process and technology changes.
Session Descriptions continued
Sessions continue
on next page.
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions continued
Luminis
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 mem-
bers 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 re-
porting 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 & man-
age your procure to pay process using MS Office. Save sub-
stantial money over an off-the-shelf Business Intelligence/
Business Analytics solution by providing self-service data
analysis to everyone.
IBM SPSS Model Crea-
tion & Integration with
Cognos
Presenter: Jorge Vulej,
Ironside Group
The presentation will position the practice of Predictive Analyt-
ics within the context of Business Intelligence. Our expert will
describe the concept of “Predictive Analytics” and “Data Min-
ing”, present its most common applications, with some exam-
ples relevant to Advancement and Higher Education Institu-
tions. Finally the integration of Predictive Modeling in the or-
ganizational decision making and between Cognos and IBM
SPSS products will be described.
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Ohio Banner Users Group Conference - April 29, 2013
Student
SHANCRS
Non-Course
Requirements
Presenters: Gail
Rebeta, Ruthie
Erdelyi & Lynette
Johnson, Kent State
University
With an ever-increasing number of programs that have non-
course requirements, KSU needed a solution that would allow
advisors to record the completion of those requirements that:
1. Would not allow direct or open access to forms that
affect the transcript.
2. Would provide a seamless data flow into our degree
audit system.
3. Would provide a simple, user-friendly interface for
advisors.
Come and see our solution!
The Banner XE
Student
Experience
Presenter: Ed Hauser,
Ellucian
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 pro-
vides 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 pro-
jects in progress such as student registration and some com-
mon components.
Ellucian
Recruiter:
Finding and
Enrolling Best-Fit
Students
Presenters: Jim
Druckenmiller,
Ellucian
Learn how Ellucian Recruiter can help you optimize enroll-
ment, reduce costs, and meet strategic enrollment goals.
This advanced student recruitment software provides insight
into your prospect pool, using enrollment probability and pre-
dictive modeling to help you identify your ideal prospects. Its
personalization capabilities help you communicate with pro-
spective 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.
Session Descriptions continued
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions continued
Student, continued
Banner XE
Student Registra-
tion: The Next Gen-
eration of Banner
Student Registra-
tion
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 stu-
dents work with their advisors to create an optimal sched-
ule 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 de-
velop 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 solu-
tion.
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, customiza-
tion, communication plans, and issues.
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Ohio Banner Users Group Conference - April 29, 2013
Student , continued
Course Signals
Presenters: Carole
Pegoraro & Shelley
Sherwin, Kent State Uni-
versity
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 implementa-
tion of Course Signals and share the results, student feed-
back, and lessons learned.
Banner Student
Roundtable
Facilitator: Ed Hauser,
Ellucian
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 specif-
ic functionality? Interested in hearing more about what
your peers are doing? Come learn more in this open dis-
cussion with Ed Hauser from Ellucian.
Technical
Banner GUI Develop-
ment 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 Engi-
neered Systems and Security for Banner. This session
provides an update about Oracle Engineered Systems
including how Banner is deployed on the Engineered Sys-
tems products. During this session we'll cover a couple of
case studies on how Banner customers are using Engi-
neered 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.
Session Descriptions continued
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Ohio Banner Users Group Conference - April 29, 2013
Session Descriptions continued
Technical, continued
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 infrastruc-
ture 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
(this session will be
offered twice)
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 plat-
form that supports both native and web applications, Ellu-
cian Mobile offers both deep integration with Ellucian solu-
tions and flexible options to help customers extend the digi-
tal 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.
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 appli-
cations? This session will give you the necessary infor-
mation 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.
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Ohio Banner Users Group Conference - April 29, 2013
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 Col-
lege, 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 ques-
tions answered!
Workflow Webservices and
8.1 Upgrade
Presenters: Anthony
Laurene & Prasanna Joshi,
Kent State
University
We will discuss initiating workflows using webservices
and Kent State’s experience with recent workflow 8.1
upgrade.
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.
Session Descriptions continued
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Ohio Banner Users Group Conference - April 29, 2013
Fawcett Center Map