Ohio Banner Users Group Conference - April 29, 2013 Table ......Algorithmic mic packaging and...

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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 2 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

Transcript of Ohio Banner Users Group Conference - April 29, 2013 Table ......Algorithmic mic packaging and...

Page 1: Ohio Banner Users Group Conference - April 29, 2013 Table ......Algorithmic mic packaging and exploring the new RORALGS Packaging form for support of writing Algorithmic rules. Presenters:

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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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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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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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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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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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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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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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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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

22

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