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- Academic Affairs
- Advancement and Outreach
- Business Affairs
- General/Special Interest
- Information Technology
- Luminis Platform
- Emerging Technologies
- Advisory and Planning Services
- Application Hosting Services
- Application Management Services
- Banner Digital Campus
- Banner Document Management Suite
- Banner Document Management Suite
- Banner Document Management Suite
- Banner Enterprise Data Warehouse (EDW)
- Banner ePrint
- Banner Finance
- Banner General
- Banner Human Resources
- Banner Operational Data Store (ODS)
- Banner Performance Reporting and Analytics
- Banner Student
- Banner Workflow
- Emerging Technologies
- Help Desk Services
- Implementation Services
- Luminis Content Management
- Luminis Platform
- Portal and Collaboration Services
- PowerCAMPUS Portal
- PowerCAMPUS Student
- PowerCAMPUS Unified Digital Campus
- Project Management Services
- Systems Integration Services
- Technology Management Services
- Training Services
- Student Services and Enrollment Management
- Banner Financial Aid
- General Interest Topic
- Advisory and Planning Services
- Banner Accounts Receivable
- Banner Digital Campus
- Banner Document Management Suite
- Banner Enrollment Management Suite
- Banner Enterprise Data Warehouse (EDW)
- Banner Financial Aid
- Banner Flexible Registration
- Banner General
- Banner Performance Reporting and Analytics
- Banner Recruiting and Admissions Performance
- Banner Relationship Management
- Banner Student
- Banner Student Aid for Canada
- Banner Student Analytics
- Banner Student Retention Performance
- Campus Loan Manager
- Enrollment Management Services
- Implementation Services
- Luminis Platform
- Performance Management Services
- PowerCAMPUS Financial Aid/Power FAIDS
- PowerCAMPUS Portal
- PowerCAMPUS Student
Academic Technology Services
1173: Adopting & Integrating Quality Matters Standards into Distance Education Efforts (1173)
This presentation will discuss the planning process and the strategies involved with adopting and integrating Quality Matters standards into web-enhanced and online courses. A projected timeline, an integration plan, and specific training efforts will be illustrated throughout this presentation and open-ended discussion. Please join us and see if you might benefit from learning more about the successes and challenges we have faced with this initiative.
1175: Incorporating Web 2.0 Tools in Online & Hybrid Courses and Programs (1175)
Do you want to try something new in your online course? Have you heard of Web 2.0 and just don't really know how YOU can use it in your classroom discipline? Come hear a college professor and an instructional designer discuss how they use these tools to enhance their classes and make it more engaging for the learner. This presentation will explore real examples, be highly interactive and give you some tips and tools that you can incorporate into your online course. After this presentation you will be able to take away a few new ideas you may want to use in your course.
1174: Institutional Evaluation and Adoption of New Technologies (1174)
As new instructional technologies become available and change at an almost dizzying rate, institutions must develop rapid assessment and adoption strategies that address the institutional vision over the long term. Applicable to a range of instructional technologies including conferencing, course management systems, and lecture capture, this presentation details an effective selective process which not only concentrates on the technologies themselves, but the involvement of key stakeholders, the articulation of needs, and the evaluative strategy. After attending this presentation, participants will be better able to sift through the changing technological landscape and select the tools best able to meet the needs of their staff, faculty and students.
0113: More Bang for the Buck: SaaS LMS (0113)
During this time of difficult economic challenges, colleges and universities should know there are still good alternatives to the monolithic LMS players in the market. Timecruiser, a respected leader in delivering award-winning enterprise solutions to the academic market since 1995, provides Software-as-a-Service (SaaS) enterprise solutions for colleges. SaaS LMS can provide a better return on investment and lower cost of ownership versus applications that follow traditional ASP delivery methods. In fact, Timecruiser clients save between 30 to 50% over similar LMS systems. Our clients are happy with the support we provide. Our clients don't have to worry about the upgrade merry go round. Here's what they have to say: "Online class materials are accessible to students and faculty 24/7, I could not find a way to provide equivalent uptime at a reasonable cost if I had to host it myself," Lyle Luzum, Director, Computer Information Systems, Northeast Iowa Community College "We replaced our LMS for about the same cost, and we gained a portal. In a way, we got the portal for free." Raul Fletes, Director of Data Systems, Mid-South Community College
1172: Strategies for Integrating Synchronous Learning in Higher Education (1172)
Do your online faculty pine for synchronous instruction? Does your institution have multiple campuses separated by large distances? Is it necessary for some of your Academic Programs of study to remain synchronous? Are many of your administrative departments decentralized across multiple campuses creating challenges for coordinating meetings? If you answered yes to any of these questions above, or if you're simply curious about synchronous meetings and instruction in higher education, please plan on joining us as we present practical and pragmatic strategies for integrating the Elluminate application into higher education and discuss the successes and challenges we have faced along the way.
0446: Student Academic Early Alert System (0446)
Student academic early alert systems help colleges and universities identify at-risk students who could fail a course or program. Early alert systems record faculty and advisor interaction and communicate with students, faculty, advisors and departments with the goal of helping students succeed. To stay competitive and retain students the Gwynedd-Mercy College Academic Affairs division asked the IT department to design and build a solution using data from our SunGard ERP system. In a year long process from discovery to solution, the IT department worked with Academic Affairs using existing resources, online resources, peer institution consults and vendor interviews. With the deadline fast approaching the IT department completed a creative, flexible, usable, effective and inexpensive in-house solution utilizing data from our SunGard PowerCAMPUS ERP system with supporting training, documentation and reporting. Academic Affairs was pleased with the outcome and a valuable process was created that will be used again for future Power Campus system integration projects.
1052: The CORE - A Curriculum Quality Assurance Application (1052)
Learn more about Mohawk College's award-winning and innovative quality assurance application, The CORE, which supports teaching and learning and, in addition, facilitates curriculum / program monitoring, evaluation and accreditation. Originally designed by a multi-disciplinary and cross-departmental team as a course outline repository and archive, the application now makes a variety of quality assurance and accountability processes possible. These include: * standardized and consistent course outline development, review, approval, and delivery across multiple programs and schools; * consistency in the types of student assessments used and the weight applied to each across programs and schools; * linking course learning outcomes to provincial program standards, essential employability skills, general education themes, and external standards (as appropriate), as well as to student assessments; and * curriculum mapping. Accessed through the Luminis portal, and using initial course information from Banner, this tool is available anytime and anywhere that students, faculty, administrators, and staff have internet access. It allows users to access the right data at the right time to help make informed decisions.
Banner Integration for eLearning
0550: Banner Integration for eLearning 8.1 (IMS LIS 2.0) (0550)
The new Banner Integration for eLearning 8.1 product is based on the Learning Information Services (LIS) 2.0 industry standard from the IMS organization (imsglobal.org). This web services based solution will take eLearning integration to the next level. Learn about the functionality of this major upgrade to Banner Integration for eLearning. Topics will include the new administrator UI, Bulk Data Exchange service, exposed web services, development efforts with 3rd party Learning Management Systems (LMS) and overall product and project direction. The presenter has been the lead functional consultant and development team ScrumMaster for this product since its inception and is a member of the Common Components development team.
0393: DegreeWorks & TreQ Latest Features (0393)
Functional highlights from DW4.0.4 and the 2010 Lambda release are featured. Information about WebTreQer, CourseFinder, CourseLink, enhancements to scribe, the Student Educational Planner, and SureCode will be shared. Information about new Pre-Requisite Checking capabilities with Banner, as well as other Banner integration improvements are among topics covered.
0312: DegreeWorks Functionality (0312)
This presentation is for beginners and will be an overview of DegreeWorks functionality or as we tell our students...endless possibilities. This will be a discussion of the delivered functionality and what we added to the site for our students and advisors. We implemented DegreeWorks in September 2009 so we will share our successes and a few of our failures as we worked through our first year.
0392: Priorities, Possibilities, & DegreeWorks (0392)
Learn how DegreeWorks can help students succeed in planning for and monitoring progress toward their graduation requirements. DegreeWorks is a premium advising solution used to plan coursework, engage students and advisors, help institutions plan for course demand, inform students where they may maximize coursework portability between institutions, and show students the impact of changing their academic plans. It provides robust tools to accurately monitor progress toward degrees and plan wisely for meeting all institutional requirements. If student success is an institutional priority, learn how DegreeWorks helps students and institutions achieve their educational possibilities.
0745: So What's in the UCX Tables for Me!! (0745)
What can I do with the UCX tables? How do I configure DegreeWorks with the UCX tables? How do I use BAN080? These and many other questions have arisen when dealing with DegreeWorks and trying to configure the system to your institution's needs. The problem is that the documentation doesn't always tell you the full story if you can find it in the first place. I will discuss in detail the various UCX tables, what they do and how to make them work for you!!
0965: Understanding the Diagnostic Worksheet (0965)
A technical presentation and discussion of the DegreeWorks Diagnostic Worksheet report will be presented. The presentation will go over navigating around the worksheet, original fit symbols, Cross listed course display and course remove codes found in this DegreeWorks report type.
General Academic Affairs Topics
0924: Next-Wave Mobility and the Three Ages of Information (0924)
Almost six centuries ago, when Gutenberg's press first made printed information widely available, the world saw an explosion of creativity that set the stage for the modern world. Today, a new generation of converged mobile media devices and next-wave information access are offering a similar opportunity for explosive change—both within education and in society generally. What does the relationship between information technology and educational practice suggest about where all of this is headed? Does the all-the-time/everywhere learning offered by new mobility present an opportunity for solving some of the problems facing education today or is it a pedagogical dead-end? This panel will offer a historical perspective that may surprise you.
1188: Aligning Grant Strategies with Institutional Priorities (1188)
Most successful college grants professionals agree grant projects must move your college forward in meeting its mission and objectives. Learn how to align your grants effort to the priorities of your college and strategies to address requests for grants support for projects that are not aligned with the mission, 3 learning objectives. 1. Participants will learn the importance of aligning grants strategies to the institutional plan and priorities. 2. Participants will learn strategies for gaining input from institutional leaders on critical projects. 3. Participants will learn strategies to address requests for grants support that are not aligned with the institutional plan or priorities.
0396: Collaboration Leads to Winning Grants (0396)
Grant projects impact your entire institution and sometimes your community, so why are you doing all the work? Collaboration internally and with community partners and other resources can make the difference in the quality of your grant applications. We will examine ways to share the load by identifying the roles of collaborators in developing winning proposals. Participants will learn to identify key collaborators from within the institution and from key external partners that are sometimes required for successful grant awards. We will discuss the roles of collaborators in the process including the role of the lead applicant and fiscal agent. Support from institutional leaders is important to motivate participation on grant teams. Learn strategies to gain that support and for addressing common challenges encountered in the collaborative process.
1190: Funding Success Through Effective Grant Evaluation (1190)
Accountability is an important issue with all funders, private and government. Participants will learn the importance of managing grants effectively to demonstrate achieved outcomes. Participants will also learn to develop an effective evaluation plan for measuring project outcomes and ways to plan for preparing program and fiscal reports.
Institutional Research Services
1128: Curriculum Mapping Matrix (1128)
Mohawk College's Curriculum Mapping Matrix (CMM) was developed in response to increasing calls for quality assurance and accountability in higher education. The Excel-based CMM allows for the comprehensive evaluation of the depth, breadth, and complexity of course learning outcomes in relation to Provincial Program Standards, Essential Employability Skills and, as appropriate, the external standards of outside accrediting bodies. Drawing on up-to-date course data, its use during curriculum development and program review sharpens the focus on quality assurance and allows for the kind of informed decision making that improves course quality and program performance. Although the Curriculum Mapping Matrix now draws information from course outlines in The CORE, Mohawk College's award-winning and innovative quality assurance application, its Excel format allows it to be used in a variety of ways and circumstances, from program development, to review, renewal and accreditation. Come experience the CMM in action and explore how you can adapt its use to your institution's needs.
0430: Distributed, Editable Report Help System (0430)
At Wayne State University, we have created and implemented a self-service reporting module used by advisors as well as staff and faculty. We integrated in it a help system that is designed to virtually eliminate the need for formal training of new users and transfer most of the management responsibilities from system administrators to qualified users. The Help screen associated with each data element in this module is a potentially rich source of information. It is organized to display a basic description, a more technical discussion, business process details, information about related Banner and ODS forms and tables, a link to additional information if available, the primary data owner and department, and SQL code for more technical users. For a traditional Help system it would be burdensome for a single administrator (or even several of them) to maintain a large amount of Help data associated with many report fields. In essence, it "takes a village" to successfully support a Help system like this one on an ongoing basis. The novelty of our system is that it enables us to engage the 'village' and maintain a sense of ownership and commitment.
0987: From Data to Dashboard: Effective Reports (0987)
How can Institutional Research professionals translate the mountains of student data stored in the Banner database into meaningful information that can be used to make decisions? What data should Provosts, Vice-Presidents, Directors of Enrollment Management, and other academic officers be looking at as they assess the present and plan for the future? At Hamline University, the Office of Institutional Research has worked with Enrollment Management and Academic Affairs to develop a series of reports (primarily using Crystal Reports) that are used for benchmarking and trend analysis. In this session we'll discuss the essential steps to designing effective reports and dashboards: * asking the right questions up front; * finding out what your end users really want to know; * defining data fields in plain English; * designing easy-to-interpret charts, graphs, and dashboards We will present examples of what has worked (and not worked!) for us. Participants are also encouraged to bring their own examples and questions.
0933: Blackboard Learn - Banner/Luminis Product Integration (BOF) (0933)
We know that the LMS and SIS are two of the most important enterprise applications on campus. Blackboard Inc. and SunGard Higher Education are working together to improve the product integration experience for our clients. This session will outline our collaborative efforts and review the integration methods available for all current versions of SunGard Higher Education Banner, SunGard Higher Education Luminis portal, and Blackboard Learn (all versions including CE and Vista). Please join use to share your experiences and learn more about what lies ahead.
2006: Change Management: I Hate oZONE
Throughout the implementation of our new Banner student system and Luminis portal, the University of Oklahoma worked to engage students, faculty and staff from every possible angle to inform and educate campus about the project. The publicity team used traditional forms of PR, media and marketing as well as social media and our functional experts created documentation and held trainings. However, it wasn’t until students who were frustrated and angry about the project created a FaceBook group (I Hate oZONE) that we truly got our opportunity to effectively execute our change management strategy and communication plan. We will present how we engaged this student-built community to create a conversation with students far more valuable than any dialogue fostered by our university-sponsored campaigns.
Online Learning Services
1184: eBook rEvolution (1184)
For the last few years, Amazon, Sony and Apple have renewed the reading publics interest in ebooks. The creation of comfortable and convenient devices (Kindles, eBooks, and iPhones) that allow for the easy purchasing, storing and manipulation of digital texts have caught the attention of some serious bibliophiles. When it takes just a few days to convert a first-edition owning English professor (from paper to plastic), the power of the technology is self-evident. The power to offer students huge savings on printed textbook costs is also self-evident, but, unfortunately, rarely pursued on college and university campuses. This presentation will examine the reasons why ebook technologies are not more widely adopted on campus; it will also outline a few plans that may assist individuals, departments, and institutions in moving toward less expensive, more efficient paperless solutions.
Online Learning Services
1178: Faculty Development at a Distance (1178)
Come see how an Instructional Designer from one state and a team of faculty from another state came together remotely to develop and design a multi-level program for teaching technology and pedagogy to faculty.
Systems Integration Services
0535: Desire2Learn Integration Solution (0535)
Desire2Learn (D2L) and SunGard Higher Education Systems Integration partner to provide data integration and deep link single sign on for Banner schools. New service offering makes migration to D2L a streamlined process.
0929: Transforming the Experience of Education with Blackboard (0929)
Blackboard CEO, Michael L. Chasen will give an update on how Blackboard and its clients are working together to increase the impact of education by transforming the experience of education. Today that means engaging and assessing learners, making their daily lives more convenient and secure, and keeping them informed and aware. It also means giving more and more information to students on the mobile devices they prefer. Mr. Chasen will showcase how Blackboard Learn, Blackboard Transact, Blackboard Connect and Blackboard Mobile are evolving, and the impact they will have on the road ahead.
Advancement and Outreach
Advance Web Community
0239: AWC SIG Business Meeting (0239)
Annual AWC SIG business meeting. We will discuss enhancements and product direction.
Advance Web or Windows
1201: 24/7 Support for Annual Fund Volunteers (1201)
Skidmore has developed an interactive, online tool for fundraising volunteers. This tool provides access to real-time reports from Advance for various levels of volunteers, reducing printing and postage costs. It also provides volunteers a way to manage their contacts and report results back to the Annual Fund office.
0463: A New Model for Advance Web Integration (0463)
SunGard Higher Education will be offering a new model for integration between Advance Web 9.4 and other applications, including a new business arrangement for using the integration. This presentation will describe the technical and business components of the new integration model. All levels of attendees will find the session informative.
0286: Advance Customization vs. Configuration (0286)
IT Best Practices praise the value of configuration vs. customization to individualize or institutionalize software. This session will examine the implications of both, using real life examples from Advance Windows and Advance Web.
0293: Advance Membership SIG (0293)
Advance Membership SIG: Review Enhancement list with SunGard Higher Education and topics of interest to Membership.
0803: Advance Reporting Overview (0803)
Accessing information in your Advance system is critical to your advancement operation and to user productivity. This session will provide an overview of reporting environments for Advance Web and their practical applications.
0782: Advance Suite Kickoff (0782)
Join Bill Kavan, Advance Suite Product Owner, for an update on recent product releases, client successes, and Advance Suite community news. During this session we will also review upcoming planned releases and current enhancement project prioritization for the Advance Suite product offering. If you're an Advance Web, Advance Windows, SmartCall, or Advance Web Community user you won't want to miss this informative and interactive session!
0852: Advance Suite User Group Lunch & Annual Meeting (0852)
This is the Annual Meeting and luncheon for the Advance Suite User Group.
0731: Advance Web and Open Source Chart Tools (0731)
Advance Web 9.* gives institutions unprecedented flexible in customizing and extending the Advance application. By incorporating direct HTML access the sky is the limit on how your school can configure Advance Web applications and forms. At UMass Amherst we've made use of this flexibility by incorporating dynamic custom charting into Advance Web forms using the open source Open-Flash chart package ( http://teethgrinder.co.uk/open-flash-chart/ ) and some custom asp coding. While not a replacement for larger reporting systems, it does allow for quickly embedding basic business charts into Advance Web application forms. This presentation will show the technical steps how to do this: setting up the Open Flash charting software, creating the asp coding needed for dynamically generating the underlying chart data, and how to embed the chart into an Advance Web application form.
0341: Advance Web Integration (0341)
Web based technologies provide an excellent platform for a variety of application integration scenarios, and Advance Web is no exception. Our expert panel will discuss a number of Advance Web integration projects spanning 3rd party, open source, and in-house applications such as Cognos, PubCookie, JASIG CAS, and iModules.
0070: Advance Web SIG Business Meeting (0070)
The purpose of the Advance Web SIG (Special Interest Group) Business Meeting is to receive Advance Web product updates, provide input on product development and SIG activities, discuss the direction of the SIG, share experiences regarding Advance Web, and provide SunGard Higher Education with data points on how to assist institution to fully transition to Advance Web. Institutions attending this session will have the opportunity to provide input on the future direction of the Advance Web product and the SIG, learn about further collaboration activities, and hear perspectives from other institutions regarding Advance Web.
0266: Advance Web Single Sign-On Implementation (0266)
Authentication through the web has been widely accepted. Users are typically required to login separately when logging into different web applications, but this requirement poses an unnecessary burden and creates security risks when entering one's password into multiple websites. The Georgia Tech Foundation has implemented a single sign-on using the Luminis portal, CAS (Central Authentication Service) server, LDAP server, and CASify the applications through source code. The user logs in once through the Luminis portal and uses tickets for authentication, thereby creating a more efficient sign-on process, eliminating unnecessary login processes, and reducing security risk. The single sign-on also eliminates the need for users to remember user names and passwords for different websites. Main Portal: Luminis 4.1 CAS Server: 3.3 Authentication: Kerberos and LDAP Applications: Advance Web 9.3 Crystal Enterprises XI
0035: Advance Windows SIG Meeting (0035)
This is the annual Advance Windows SIG business meeting and it will include the formal transition of officers serving the user community. Typically we use this meeting to review activities since our last meeting, take suggestions for future actions/WebEx topics, discuss new functionality, and plan future communication strategies.
0724: Advance Your Email Marketing Strategy (0724)
Today's priorities demand stronger relationships through relevant communications. Whether your school is looking to drive prospecting campaigns or needs to measure the success of your online engagements, Informz email and mobile marketing solutions designed for higher education delivers comprehensive services to improve operational efficiencies. Did you know it is possible to analyze the effectiveness of every campaign to determine your constituents' interests and ensure you are sending the right message to the right person at the right time? Share in Skidmore College's experience of migrating from their in-house email practice to Informz hosted service and discover all the benefits. Prepare for tomorrow's possibilities and join us to learn how Informz is integrating with Advance, leveraging the power of profile data to deliver supercharged email marketing campaigns for higher education. You will discover how this integration extends the value of the Advance database by automating data transfers that would otherwise be manually imported and exported, maximizing time and resources for your institution.
0029: Case Study: Advance Evolution (0029)
In this session we will outline the evolution of an Advance implementation from basic conversion in a legacy system to fully integrated development solution. It will touch on the choices, prioritization and growth of the Emory Advance Windows and Advance Web implementation, highlighting changes over time as we have incorporated additional interfaces, vendor integrations, client profiles and tools. The focus of the session will be on change, the willingness to upgrade annually, the willingness to expand scope of use across the institution, and the skills we have found necessary to accomplish our technical and business goals.
0303: Data Integrity: Doing More With Less (0303)
A moment of clarity comes when you realize that there will be no allowance given or forbearance offered for data quality even though budgets are declining, staff levels are reduced, and requests for data outputs are increasing. What can you do as the Advancement and Fundraising or Information Technology professional responsible for data quality in this challenging environment? This session will explore options, possibilities, and approaches for dealing with an age old problem in a new era of doing more with less. Topics will include: * How do I know where to focus my resources? Using analytics to monitor the data quality process. * How to maximize results by building partnerships. * Where is the next data frontier? and * How will I know when I'm successful?
0539: Events SIG Business Meeting (0539)
Events SIG Business Meeting for licensed institutions of Events Web and Special Events.
0250: Gift and Pledge Entry on Advance Web (0250)
Learn how The Arizona State University Foundation uses Advance Web to enter gifts, pledges, and pledge payments. ASUF has been fully live on Advance Web since 2008. ASUF is a separate, nonprofit organization that raises, invests and manages private funds to benefit Arizona State University. The foundation coordinates and directs all major fundraising campaigns on behalf of ASU and its colleges and schools and currently manages assets exceeding $756 million.
0915: Going Green with eReceipts (0915)
This session focuses on the University of Tennessee's implementation of electronic gift receipts, discussing marketing, reporting, policies and procedures, legal, and technical aspects associated with project.
0308: Membership in Advance Web (0308)
A discussion about converting non-SunGard membership data directly into Advance Web; suggested mapping strategies; understanding Advance terminology; lessons learned; potential problems and suggested resolutions; and successfully using the Membership modules in Advance Web. The ASU Alumni Association has been fully live on Advance Web since 2008. The ASU Alumni Association has over 300,000 living alumni around the world.
0761: Migrating Reports from Windows to Web (0761)
This session will provide an overview of the key strategies and techniques for an Advance Windows client to migrate from their windows interface to the Advance Web interface.
0775: Oracle: Dynamic SQL (0775)
Dynamic SQL enables you to build SQL statements dynamically at runtime. You can create more general purpose, flexible applications by using dynamic SQL because the full text of a SQL statement may be unknown at compilation. You want more flexibility. For example, you might want to pass the name of a schema object as a parameter to a procedure. You might want to build different search conditions for the WHERE clause of a SELECT statement. In this session, I mostly want to focus on how I use dynamic sql for reporting and transferring data to flat files outside of Oracle.
0785: Pipeline Management: Automated Prospect Stages (0785)
Tracking your prospective donors through each stage of the development cycle is a strategic approach to fund raising that allows Advancement Support teams to implement fully-integrated prospect pipeline management systems. "Staging" your prospect database can significantly increase your ability to proactively track and move prospects from identification through solicitation and stewardship at all levels. If you are an IT professional charged with meeting the business needs of an Advancement Support team or fund raising operation, or if you are a member of an Advancement Support team, come and learn how the University of Chicago enhanced AWA 9.3 to provide a system-automated way of moving prospects through each stage of the development cycle (and a few other fancy tricks we produced along the way!). Based on several years of combined experience working with AWA, Emily Walsh and JoAnne Doering of the University of Chicago will present this case study via a two-pronged approach: 1) An explanation of the business needs that drove these system enhancements and why automation was so important at our institution and 2) An explanation of how the enhancements were actually completed in AWA, including some of the complex programming challenges we faced and how we moved past them.
0368: Tracking Research Tasks in Advance (0368)
Emory University's Research Department has led the way in using the Advance Tasks screen to schedule, track, and manage research assignments. Metrics on individual and group performance are readily available, and management of overall requests and their sources is only a few strokes away. Longitudinal looks at types of research requested, high volume users, and researcher performance are all part of the program at Emory. Many other fund raising departments have adopted the pioneering methods of Research.
0908: What's New in Advance Web (0908)
This session will provide an overview of the features delivered in Advance Web in 2009 and a preview of the planned features for 2010.
Advancement Data Visualization by Advizor
0899: Advancement Data Visualization (0899)
Data visualization is a means to put intelligence tools in the hands of your users who need to make important decisions that rely on many factors. This session will provide a demonstration of the Advancement Data Visualization by Advizor solution, and review how some recent customers have put this discovery tool to use for various applications.
1202: Phonathons: Increase Contacts and Caller Performance (1202)
How well do you know your Call Center? Are you maximizing contacts by phoning prospects on the right day at the right time? How are your callers performing? Are there patterns in the demographic profiles of your LYBUNTS, lapsed donors, or Never Givers that hold the key to raising more money? How do you continue to sustain and justify a student calling program amidst institutional budget cuts? During this session you will see how the ADVIZOR dashboard could provide a Call Center Director with the ability to view data from various sources (e.g. SmartCall, Advance, Banner) in one central place. An ADVIZOR dashboard can provide a user friendly way to slice through data using visually appealing chart and graph formats. The dashboard can be used to review historical results to prepare shifts, lists, scripts and callers for an upcoming calling cycle and then used during a calling cycle to determine what is or is not working for more responsive calling. Learn how to use ADVIZOR slice and dice your data to increase contacts and caller performance.
Advancement Performance Management
1021: Advancement Performance Management Overview (1021)
Advancement Performance Management overview presentation.
0992: Advancement Performance Management Solution Development Partner Panel (0992)
The Advancement Performance Management solution was developed with a client partner group made up of advancement functional and technical professionals. Come here them describe their views on the APM solution value and how they plan to use it.
0045: Creative Funding Models for Advancement (0045)
As budget resources have been slashed, Advancement offices must identify alternative methods of supporting their activities. While we may intuitively understand and agree that you need to spend money to make money, the financial resources may still not be there to fully invest in Advancement. This session will review alternative models for funding advancement programs, and discuss the pros and cons associated with each. We will further look at the approach NC State University sought to make their case for additional financial resources.
0635: Advancement Opening Session (0635)
Please join Fred Weiss, Senior Vice President, Advancement Product Strategy, for a general opening session for all clients using one of SunGard Higher Education's Advancement products. * All Advance Suite, Banner Advancement, and PowerCAMPUS Advancement clients are encouraged to attend this informative session. Archived sessions include PowerPoint Presentations only
0689: Data Driven Feasibility Studies (0689)
A feasibility study is an important process for analyzing an institutions past and present advancement program to gain perspective on the capability of successful capital fund raising. There are three important components to a feasibility study - 1) objective data analysis of past, present and future giving, as well as propensity and capability, 2) examination of resources internal to advancement and 3) examination of attitudes and perceptions of stakeholders capable of the strongest support for a large capital campaign. This session will focus on how to conduct the data analysis components for a feasibility study. Topics will include a discussion on data assessment and requirements, a review of the typical types of analysis, presentation on new ways to analyze your donor base and the tools available to make it easier for you to draw conclusions and present findings.
0593: Development Staff & Advance: Finding a Balance (0593)
Development Officers are great information resources, but they do not have the time to stay in the office to enter all of their knowledge into the donor database. Many times, the Development Staff receives the blame for not entering the appropriate information into the database in a timely manner. Is it possible that the data entry procedures are not adequately designed to aid them with the required entry? At the Texas A&M Foundation, we have formed a great partnership between the Development Staff and the Information Services Office to facilitate the data entry and Major Gift reporting processes. This presentation will discuss how the project began, the changes that we made, and the future of our continued partnership.
0044: Planning for the Future (0044)
Developing a 3-5 Year Technology Plan for Advancement. The session will review steps NC State University has taken to identify and prioritize advancement technologies desired for implementation, including necessary Advance upgrades and conversion to AW. Discussions will include methods incorporated to include central OIT as a partner in development of the strategy, and identification of additional staff resources to accomplish agreed upon goals.
0340: The Importance of Data (0340)
Data Quality Affects Admissions & Advancement. Communication is at the core of all business operations. In higher education, admissions and advancement need to be confident in constituent communication and interactions, but offices must first ensure the accuracy of their data to achieve this result. Without accurate student and alumni address data, engaging contacts to drive applications and donations is impossible. Join Experian QAS for a discussion on address verification within admissions and advancement offices. Find out how to improve staff productivity and eliminate unnecessary costs associated with re-work by ensuring address accuracy. As budgets continue to shrink and staff time becomes sparse, avoiding re-work and generating more effective communications should be top of mind for all colleges and universities. Whether the objective is to improve the quality of enrolled students or to increase fundraising efforts, delayed or undeliverable communications reduces campaign effectiveness. Session attendees will learn: -The importance of address management -How to recognize and avoid address entry pitfalls -How to maintain data quality using USPS Move Updates -How to implement address accuracy best practices
0467: A New Model for Banner Advancement Integration (0467)
SunGard Higher Education will be offering a new model for integration between Banner Advancement 8.x and other applications, including a new business arrangement for using the integration. This presentation will describe the technical and business components of the new integration model. All levels of attendees will find the session informative.
0282: Advancement Management Reporting (0282)
Advancement management reporting is key to successful usage of Banner Advancement. Learn how Lehigh University implemented management reports including a dashboard, prospect pipeline tracking, gift officer tracking, commitments by major unit (e.g. principal gifts, major gifts, annual fund, corporate, planned giving). Utilizing basic Microsoft products for delivery, the 'reports' are dynamic, flexible, and auditable.
1044: Advancement Officers-Banner On The Road (1044)
Using Banner Advancement, the Luminis delivered channels for Banner Advancement and Self Service for Advancement Officers, this session will show various ways to support development staff who have a need to access Banner data remotely.
0606: Advancement Reports and Banner Self-Service (0606)
As part of its ongoing goal of enabling its fundraisers to perform in the most effective, efficient, and strategic manner possible, the University of Denver has developed a collection of Banner Advancement Self-Service based queries and reports to enhance development efforts and maximize gift outcomes. This session, tailored to functional Banner users, is presented by the University of Denver's Associate Director of Gifts and Records, Justin Shaw, MBA, who has nearly five years of Banner Advancement experience. He will cover the many steps involved in developing and implementing fundraising reports that turn raw data into meaningful and actionable on-demand intelligence that is easily accessible and searchable. Topics to be addressed include queries and reports that pertain to staff assignments, contact reports, cultivation and solicitation strategies, and donor giving details and summaries, as well as customized prospect searches that utilize criteria such as geographic location, degree, graduate information, and giving characteristics.
0354: Advancement to Payroll to Finance (0354)
This session will teach you how we automated payroll deductions. The presentation will walk you through all the Advancement forms, the Payroll forms, as well as the Finance forms. This will give you a comprehensive understanding of the entire automated payroll deduction process. It will provide a clear explanation of the relationships between each of the Banner modules affected by this process. This presentation will also offer tips for solving common problems with automated payroll deductions.
0750: Banner Advancement Best Practices (0750)
Discussion and recommendations on best practices for processing: Name Types, Address Types, Deceased Records, Prospect Management, Exclusions, Solicitations, Parent Information, Mergers and Business Process Modeling.
0717: Banner Advancement Kickoff (0717)
Join Carla Norris, Banner Advancement Product Owner, for an update on recent product releases, client successes, and community news. During this session we will also review upcoming planned releases and current enhancement project prioritization for Banner Advancement. If you're a Banner Advancement user you won't want to miss this informative and interactive session!
0414: Banner Gift Feed Making It Work (0414)
This presentation goes beyond the usual session of how to do a gift feed. We will give tips on how we have improved the link between Finance and Advancement. We will show the rule codes and gift types we have created to make information more meaningful. We will show not just how the gifts are fed but some of the pitfalls and how to avoid them. The Marshall University Foundation has found ways to make the feed process unique to our needs.
0283: Implementing iModules: A Panel Discussion (0283)
Lehigh University and Skidmore College both have implemented the iModules platform for its web presence. Learn about their approaches, challenges, and resolutions in establishing an online identity to their alumni. Panelists include representative from Lehigh, Skidmore, iModules, and SunGard Higher Education
0727: Just the Facts About Data Load APPCUPD (0727)
This session will provide an overview on the data load process and how the parameters and file layouts work and impact the process functionality. The APPCUPD process is baseline to the Banner Advancement INB product. We will be covering the latest version of the process. Both the leader and co-leader have worked in Banner Advancement development for more than 10 years.
1018: Managing Moves in Banner Advancement (1018)
Aligning Banner's prospect management tools and reports with the Advancement department's evolving business needs within the past 5 years have been challenging. One of the challenges was to simplify the prospect management process for our Development Officers. This session will present some of our current tools and procedures that our fundraisers use to track moves, contacts and performance in Banner Advancement 7.x. A description of the terms and codes we have implemented along with the specific Banner forms will be presented. Also, sample reports will be shown and explained. Target audience: Schools using Banner Advancement and the Prospect Management Module.
0712: Pledge Payments in AGAGMAS (0712)
Processing pledge payments using the mass gift entry form AGAGMAS.
1151: Relationship Mapping Banner Advancement (1151)
Relationship Mapping is an emerging trend in the Prospect Research and Prospect Management field. This session will investigate ways to incorporate relationship mapping concepts with Banner Advancement.
0948: Scholarship Processing (0948)
This session will discuss the interface between Banner Advancement and Banner Financial Aid for scholarship processing. We will discuss the forms used in Banner and how this information can be viewed in Self Service. This interface can be used to build the relationship between student recipients and the donors who create scholarships/endowments.
0845: Using Workflow in Banner Advancement (0845)
Oakland University has developed three workflows for use in Banner Advancement to dramatically improve the integrity of the data related to donors. We will cover how OU uses Banner Workflow to insure that the Advancement Services office is aware of modifications to data made by other units on campus regarding names, deceased indicators and employment.
0715: What's New in Banner Advancement 8.3 (0715)
Come see the exciting new features that have been added for Banner Advancement 8.3. Highlights include new PCI Credit Card Compliance, consolidation of gift processing code into a single package, new processing rules for soft credit and much more!
Banner Document Management Suite
0102: BDMS in St. John's University Advancement (0102)
Banner Document Management Suite (BDMS) for Advancement Services at St. Johns University MN (SJU) went live on 8/24/2009. The primary objective of this BDMS implementation was to store paper documents in a relatively more secure and accessible fashion. There are three steps that SJU Advancement Services went through to implement BDMS: Firstly, SJU Advancement Services needed to determine a filing system that works best for them. It was difficult to design a filing system that works well with all Advancement Services areas. Someone who scans in documents might want a simple filing system with few categories, while another who retrieves documents might want to see documents stored with more categories. After several discussions, SJU Advancement Services decided to add custom fields, such as Class Year and Document Sub Type to baseline classifications. Secondly, to implement the proposed document filing system into BDMS, a new custom BDMS Application was created. To ensure the quality of this custom Application, SJU Advancement Services consulted with SunGard Higher Education before rolling out this Application for testing and production. Finally, procedures were created to guide staffs who are going to scan and retrieve documents to/from BDMS. This presentation is going to elaborate on the three steps above.
Banner Operational Data Store (ODS)
0797: Advancement Reporting and Analytics (0797)
This presentation will demonstrate how the ODS and EDW supports advancement analysis such as analyzing key trends in giving, and to better manage donor acquisition and retention. We will review the new enhancements released in 8.2 that support prospecting, campaigns, designations and solicitor organizations and or solicitors.
0789: Case Study: Engaging Alumni (0789)
Learn how clients used iModules and SunGard Higher Education solutions to build a vibrant, exciting, and engaging web based alumni community. This session will feature success stories, implementation tips and tricks, effective communication strategies, return on investment, and other important topics.
0784: iModules and SunGard Higher Education (0784)
At Summit 2009, SunGard Higher Education and iModules announced a partnership to work together to help institutions better harness technology to build strong web based alumni communities. Currently the iModules Encompass and SunGard Higher Education's Banner Advancement and Advance integrate with each other. In this session you will learn more about the functionality of Encompass, details about the current integration, and plans for additional future integration.
0562: PowerCAMPUS Advancement Contact Management (HOT) (0562)
This session will provide you hands-on training for setting up Actions and Action Rules for managing contact with donors, alumni and friends of the university. It will include how to setup a VISTA view for use in a mail merge. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0294: Integrate SmartCall, TouchNet, & Advance (0294)
For those who support a Call Center, use TouchNet for credit card processing, and are interested in PCI compliance. This session will focus on integrating SmartCall (version 9.4) and Advance Windows (9.3) with TouchNet for credit card processing. UC Davis increased cost savings, streamlined a cross-functional process while improving security by designing and deploying a web page that student managers at their Annual Fund Call Center use to take credit cards for gifts and pledges while the caller still has the donor on the phone. Using TouchNet for PCI compliant credit card processing, the donor gets immediate acknowledgement via e-mail, no credit card numbers are entered into SmartCall or Advance, the transaction is immediately processed, and batches are created at the end of each calling shift. The process utilizes the Pledge Integration utility with some modifications to some SmartCall and Advance stored procedures.
0059: What's New in SmartCall 9.6 (0059)
SmartCall 9.6 introduces many major new features including support for VoIP and the Hi-Phone Dialer, Email Acknowledgements, enhanced Banner Integration, enhanced QAS integration, integration with PayPal's PayFlow Link, user interface enhancements, and much, much more.
0805: Automate Internal Service Processes (0805)
Virginia Tech will share how internal services were moved from a totally paper, manual process to a completely electronic process including electronic forms, workflow, approvals, and an automated Banner charge/recovery process. This was accomplished by using the external eprocurement system (SciQuest) with integration into the ERP system (Banner). Internal service requests are encumbered in Banner and the API journal voucher process is used to record the departmental charge, service center recovery, and liquidate the related encumbrance. The discussion will share how existing automated internal service centers were enticed to join the central University system.
1240: Banner Finance Kickoff (1240)
Banner Finance General Session
1241: Banner Finance Product Update (1241)
We will review the updates to Banner Finance from the 8.0 release forward with a focus on helping you understand how to better leverage the new functionality it contains.
0067: Banner Grant Billing Can Work for You! (0067)
The University of Illinois has successfully utilized the Banner Research Accounting module (currently using Finance version 7.3) for all of its sponsored project billings since 2003. This presentation will give an overview of how we manage grant billings using a combination of FRAGRNT settings, bill formats, and FRAEVGA events. We will share with you what has worked for us, how we train our users, and what practices we employ to insure our bills are accurate when they go out the door to our sponsors.
1224: Budget Development in the Finance Module (1224)
The session will develop an understanding of the Banner Budgeting Processes – How Banner Budget Development, Spreadsheet Budgeting, and Self-Service Budget Development Interact.
0175: Direct Deposit for A/P Disbursements (0175)
Is your college priority to cut costs of everyday functions? Want to contribute to your college GREEN campaign? Make Employees, Students and Vendors happy? Accounts Payable Direct Deposit is a quick solution! This session will show how Richard Stockton College of New Jersey implemented Accounts Payable direct deposit for employee reimbursements, student refunds and vendor payments by paying paperless with email notification, showing fiscal responsibility in reducing postage costs and increased customer service by providing quicker access to disbursements. The presentation will provide a step by step process for setting up ACH. Stockton is currently using Banner 8.
0132: Electronic Settlement (E-Invoicing) (0132)
This session will demonstrate how the SciQuest and SunGard Higher Education integrated invoicing and settlement solution can make your Accounts Payable and Purchasing operations more efficient. We will show you how SciQuest and SunGard Higher Education have partnered with their clients to achieve an easy seamless accounts payable process flow for purchase order invoices. We will show you how to eliminate receiving and 3-way matching, automate the PO invoice processing, reduce processing time, reduce settlement errors, reduce the overall cost of payable processing, all while maintaining critical controls. We will demonstrate how this functionality is flexible and can accommodate your individual business processes. Rensselaer partnered with three other universities dedicated to refining and implementing the e-invoicing solution with SciQuest and SunGard Higher Education. We partnered with these universities to ensure the functionality was flexible enough to meet the diverse needs of all. We have been live since April 2009 and it is a tremendous success. This session is intended for new or experienced functional Accounts Payable, Finance, Controller or Purchasing clients. Rensselaer is currently on Banner 8 but went live with this solution on Banner 7.
0634: E-Procurement: A Finance Perspective (0634)
When McGill's e-Procurement solution was implemented in 2008, Financial Services worked in partnership with Procurement Services to ensure seamless integration with Banner Finance and that proper controls exist. This session will discuss the easy-to-use shopping experience and demonstrate the use of Finance Self-Service for managing shopping profiles including FOAPAL favorites. In addition, our three-pronged control approach will be covered: 1) Front Door control: who should have access to shop vs. place orders; 2) Spending control: employing budget availability checking (BAVL) with immediate email notification; 3) Back Door control: within Finance Self-Service, who approves the orders, and how delegates can be named with thresholds established. McGill is currently using BANNER Finance and Self-Service 7.2, and SciQuest Higher Markets 7.3.
1222: Finance Approvals - Best Practices (1222)
This session will review the establishment of Banner Finance approval queues. It will highlight best practices to facilitate the set up and maintenance of queues.
1223: Fixed Assets - Best Practices (1223)
This session will review the set up requirements for the Banner Finance Fixed Asset module. It will highlight best practices for an efficient and informative Finance subsystem.
0923: How to Determine Course Profitability (0923)
Summer courses offer a unique opportunity to attract students to your university. But are the courses taught profitable or are they a cost to the university? To answer this question, Miami University undertook a project to determine the profitability of each course section offered in the summer of 2009. This required data from Student (registrations), Bursar (fees and waivers), Academic personnel (planned salary) Finance (expenses) and Payroll (actual salary payments) be calculated and combined at the course section level. This project was the first time Miami had attempted to combine data from multiple areas to facilitate data driven decisions. To accomplish this, Miami created a star schema in Oracle at the Term, Student, and course section level. An Analysis Services cube was build from star. Both were updated nightly from Banner data. The resulting course P+Ls were available for review on a daily basis. This allowed decision makers to know if a course was profitable before it actually began. Courses could be canceled or combined to increase profitability. This session will discuss the project, process and results of the first cross functional BI project for Miami.
0881: Implementing The Endowment Module (0881)
Implementing The Endowment Module: Lessons Learned and Tips and Tricks The University of Denver implemented the Endowment module in the Summer of 2008 and have now taken it through an entire fiscal year. The goal of this implementation was to ensure continuity, increase transparency and increase the information available regarding endowments for our financial officers. The endowment system has enabled us to create windows into the endowment module since it is now centrally maintained and it has allowed us to build a bridge between advancement and financial aid. In this presentation we will discuss steps that we took during the implementation, lessons learned and the robust reports that were developed to capitalize on this newly centrally located information.
1226: Leveraging Banner 8 Features for Finance (1226)
The session will review new functionality in Banner 8 generally and Finance specifically. It will touch upon Supplemental data engine, Tab security and Grants enhancements among other topics.
0159: Manage your Budget with Budget Controls (0159)
Texas Tech University Health Sciences Center uses the Banner Finance Budget Controls in a variety of ways to manage our Operating Budget. This presentation will explain the various types of Budget Controls available, an overview of how we use them at our institution, and the issues we have faced with our budget control set up. The types of budget controls used at our institution are 1) Controls on Chart Elements: error or warning at various FOAP combinations depending on fund type, 2) use of the budget account code to control spending at a level higher than the data enterable account code, and 3) use of budget control organizations to group departmental budgets. TTUHSC implemented budget controls at our go-live on Banner 7.2 in September 2009. Budget controls have been essential to preventing departments from overspending, and have given departments added flexibility to manage their budgets.
0197: P-Cards: A Capitalizing Opportunity (0197)
Relive the exciting journey with Portland State University's Procurement Card team as we capitalized on a new opportunity: The successful implementation of a Procurement Card program in 2008, using version 8.1 SunGardHE Banner Finance Procurement Card Module. In todays budgetary reduction, downsizing, and outsourcing environment, University procurement card programs are an attractive solution to reduce, or in some case eliminate, the relatively high internal costs of the purchasing process. The purpose of this presentation is fourfold: (1) identify purchasing problems and inefficiencies, (2) identify "best practices" of successful University purchasing card programs (3) Implementation of SunGard Higher Education's Banner Finance Procurement Card Module, (4) Review and audit of processes and procedures. This presentation is targeted to the Business Affairs Chief Financial Officers, Chief Business Officers, Financial Managers, Financial Accountants, Directors of Facilities, Directors of Sustainability and Application Programmers.
1225: Process Improvement Assessment - For Me? (1225)
The session will review what a Banner Finance Process Improvement Assessment is all about. How it is conducted and what the expected outcomes should be.
0815: Rapid Financial Statement Creation (0815)
Like many schools, Wake Forest University's management and Board of Trustees have a need for rapid access to financial information. During the winter of 2008-2009, the University embarked on a three month project that was meant to automate the financial statement creation process. With extensive use of Banner attributes and data pulled from the Operational Data Store (ODS), Wake Forest built a new star schema data structure for financial reporting. The financial statements and other supplemental reports were created in Cognos off of this new data structure. The star schema was built such that it could be expanded for other financial reporting needs for such reports as the IRS form 990. The presentation will cover the process that Wake Forest went through in order to build this new reporting data structure, how it works, what reports we are now able to quickly produce, and lessons learned from our experience. This session is intended for any school that has a need for rapid financial reporting to improve transparency and speed annual audits.
0372: Researcher's Dashboard (0372)
Wayne State University recently developed the Researcher's Dashboard, an application built in-house to enable the University research community with the ability to quickly and easily obtain access to key information relating to their proposals and grants. At WSU, research data is spread among multiple systems (Banner, ODS, and Coeus). The Researcher's Dashboard aims to bridge the gap between these systems by providing a unified resource in which research data can be obtained. The major features of the Researcher's Dashboard include: - Integration with the Luminis Platform, including single-sign on - A researcher-based security model, in which researchers gain access only to their proposals and grants - Support for providing research administrators access by organizational unit - A pre-award component which provides general, budget, personnel, and approval routing data relating to proposals - A post-award component which provides general, accounting, and personnel data relating to grants This presentation is aimed at research administrators involved with proposals, grants, or accounting, and individuals responsible for maintaining research or portal systems. The presentation will include an overview and demonstration of the Researcher's Dashboard and how it is used to meet the needs of the University research community.
1227: Year End Processing in Finance (1227)
The session will review the year end processes in Banner Finance. What each one does and what should be done to prepare to run each one.
Banner Human Resources
0285: Adventures in Implementing Labor Redistributions (0285)
You'll learn about George Washington University's (GWU) experience in implementing and extending the Labor Redistribution solution delivered in Banner HR 8.1 in this session. This presentation deals with the functional aspects of the set up and approvals needed to map to GWU's business processes. Our session is recommended for those institutions intending to or performing labor redistributions, especially those with a research departments handling Grants. We will provide details on (using actual scenarios): 1. setting up the approval routing workflow; 2. setting up approvers using organizational hierarchy; 3. modifying the user interface to include features to help perform business functions effectively, such as improving the person search query and displaying related grant information; 4. extending the application to include automatic email notifications and supporting document attachments; and 5. generating custom reports for open requests, request statuses, analytics, etc. GWU will provide an overview of the business process flow for Labor Redistributions, as well as brief insight into the technology solutions additionally developed to address our needs.
1219: Banner HR 8.x Miscellaneous Enhancements (1219)
In this session, attendees will get an overview of the many enhancements available to Banner HR 8.x users, including several miscellaneous RPEs.
1218: Banner HR 8.x Regulatory Release Recap (1218)
This session will focus on the nuances of the recent U.S. FMLA, IPEDS, and IAT regulatory releases. Details on the Banner HR changes made for the regs will be provided, including changes made to the FMLA forms, how the new IPEDS Fall Winter Data Collection report works for the new race and ethnicity reporting, and the changes made to support International ACH Transactions for direct deposits.
1220: Banner HR 8.x Web Time Entry Enhancements (1220)
In this session, attendees will be given an overview of the Web Time Entry RPEs and improvements provided in the Banner HR 8.x releases.
1204: Banner HR New Implementation (BOF) (1204)
Are you a new user to Banner Human Resources? Would you like to know the lessons learned from others during their implementations? This Birds-of-a-Feather (BOF) session will give you an opportunity to discuss with your peers how they have organized their implementation, team structures, training, and implementation strategies.
1217: Banner Human Resources Kickoff (1217)
Please join your SunGard Higher Education Product Management team to get an update on your Banner HR solution!! In this session, you'll get a recap of recent releases as well as an introduction to new initiatives and functionality targeted for the future.
1209: Combined Limits and New Calculation Rules in 8.x (1209)
This session will cover the new and improved Benefit/Deduction Combined Limits functionality available in Banner HR 8.x that allows for more detailed combined limit monitoring for benefits and deductions during the processing of payrolls. This new feature allows benefits and payroll administrators to control dollar limits on deductions, benefits, and taxable wages across multiple benefits programs. In the past, contribution totals could only be monitored against associated employee limits, but not against deduction/benefit total contributions or a total compensation maximum. This new enhancement provides a new method to help comply with the regulations associated with multiple retirement plans. In addition, three new Calculation Rules for deduction and benefit processing will be discussed which allows additional set-up flexibility. This presentation will also discuss how to use the benefits mass change process to facilitate use of the new calculation rules.
1206: Creative Utilization of NHIDIST (1206)
Have you heard of the Labor Distribution Data Inquiry(NHIDIST) and what it can do for you? In this session, you'll learn the types of queries you can do on NHIDIST and the Employee Distribution Inquiry Form (NHIEDST) forms, along with how you can do reporting off of the table behind the scenes, NHRDIST. Examples of how to troubleshoot payroll posting errors, generate reports, reconcile benefits and deductions, and more will be discussed, including a demonstration of the functionality of these features.
1211: Difficult Benefits Setup? Try PXACALC! (1211)
Sometimes the calculation rules provided within the Benefit/Deducation Code Rule Form (PTRBDCA) just aren't enough to create in depth calculations for some benefits. So, what can you do to create these necessary calculations? Try PXACALC! This session will include the discussion of the Tax Calculation Rules Form (PXACALC) and the necessary set up, ways to use it, and options available to you.
1212: Effort Reporting and Labor Redistributions in Banner HR 8.x (1212)
Does your school struggle with effort reporting? Could your campus benefit from decentralized labor redistributions? If so, this session is for you!! In this session we will walk through the set up and use of the Effort Reporting and Labor Redistribution functionality in Banner Human Resources that was introduced in Banner HR 8.1. The Effort Reporting enhancement was designed to assist U.S. research institutions in developing a systematic certification process and formal effort report which is essential to always being prepared to respond to sponsors with the required information as defined in the OMB Circular (A-21). Effort Reporting in Banner HR includes an optional pre-review and post-review process, as well as the mandatory certification process. Labor Redistribution functionality, previously only available in Banner INB, is now also available in Employee Self Service and will be highlighted in this session as well. Labor Redistributions can work in conjunction with the Effort Certification functionality, or as a stand alone feature. This new functionality allows approval queues to be built where labor redistributions would be initiated, routed, and approved, similar to the existing Electronic Approvals (EPAF) functionality within Banner HR.
0802: EPAF & Workflow - No More Paper! (0802)
The Banner Human Resources module provides an Electronic Personnel Action Form (EPAF) solution for submitting personnel actions that utilize the Employee (PEAEMPL) and Employee (NBAJOBS) forms to electronically process terminations, changes to fund distributions, and salary adjustments. Coupled with Banner Workflow, both tools can leverage Banner's full potential to maximize services offered by Human Resources. The presentation will provide an overview of University of Medicine and Dentisry of New Jersey's(UMDNJ) analysis and identification of those processes that could utilize EPAFs and Workflow, how we developed the identified processes, the incorporation of Workflow as determined by business process analysis, and our establishment and development of a training program to facilitate the rollout of the created EPAF and Workflow processes. The session will also cover specific EPAF and Workflow transactions that are used by UMDNJ.
0777: EPAF: If You Build It They Will Key (0777)
In this Electronic Personnel Action Form (EPAF) implementation overview, Nova Southeastern University (NSU) will review the project steps taken to bring EPAF live for both centralized and decentralized campus users via Employee Self-Service. Topics will include how NSU identified transactions appropriate for self-service EPAFs and the build-out of approval categories, levels, and groups.
1213: Fiscal Year End: Affects on HR and Finance (1213)
This is a joint session with Banner HR and Finance to review the steps needed for your fiscal year end, including how to identify stakeholders in the process. As you know, when you are approaching the end one fiscal year and moving into the next, timing is critical and steps are crucial to making the general process effective and clean. Identifying those responsible, the timeframe in which to begin/end the processes, and the affect on a campus' daily practices will be discussed in this session.
0404: FLAC Implementation-Reality Check (0404)
This presentation chronicles the real life implementation of the Faculty Load and Compensation (FLAC) module for payment of adjunct faculty at Old Dominion University. From where we were to where we are, we will share the good and the bad, the challenges and the successes along the way. We will describe our implementation process, team make-up, our strategy and the expected results, our time table, the table set-ups, the problems we encountered, and our solutions. At the end of the session, we want participants to feel confident enough to tackle a FLAC implementation at their school. Some familiarity with the FLAC module is a prerequisite to get the most from this presentation.
1210: Fringe Budgeting and Encumbrances (1210)
There are many tools available to help develop, budget, and encumber salaries, but what about fringe expenses? This session will initiate the discussions of the options available to you to budget for, maintain, and/or encumber fringe expenses. It will also provide a review of the methods available for encumbering salaries, including the new Multiple-Year Encumbering functionality delivered in Banner HR 8.0. We invite you to come see how this functionality within Banner HR can help plan for your new fiscal year as part of your budgets and commitments.
0733: Go Paperless with EPAF (0733)
The College of St. Scholastica (CSS) is processing nearly 100% of their personnel transactions utilizing Electronic Personnel Action Form (EPAF) functionality via Banner Employee Self Service. Initially implemented to streamline the processing of adjunct faculty jobs which occur up to six times a year, CSS has expanded EPAF to include employee position transfers, terminations, one-time payments, annual faculty salary changes, merit increases, student jobs, and incidental pay processing. This session will examine the building of EPAFs, approval queue strategies, implementation project management, internal control benefits, and how EPAF data is captured in the Operational Data Store (ODS)/Cognos to monitor the EPAF approvals process and provide forecasting and analysis tools for budget and finance managers. All HR/Payroll module users and IT support staff are welcome to attend.
0202: Going Green in HR with Workflow & EPAF (0202)
By using various SunGard Higher Education tools, you can convert HR paper processes to automated paperless processes. At the University of Denver, our automated hiring process begins with an in-house developed self-service page to initiate the hiring request, to validate the data, and to prevent the process from continuing if pre-requisites such as background checks have not been completed. Submitting the hiring request initiates a Workflow that streamlines the approvals process. After the final approval, the data is automatically placed in the appropriate Electronic Personnel Action Form (EPAF) tables. The final step in the Workflow is to launch the NOAEPAF form to complete the hiring process. The benefits are enormous: The data is entered only once; what is approved is what is ultimately put into NBAJOBS; the time from request to completion has gone from days to minutes resulting in increased efficiency; and it's GREEN (paperless)!
1110: HR Process Review Creates Efficiencies (1110)
How can you gain efficiencies by getting people talking? In this presentation, we will show you how Delta State University engaged with SunGard Higher Education to conduct a Business Process Analysis of the current HR and payroll processes. By getting the right individuals together and evaluating the current methods, Delta State was able to create a streamlined process that has resulted in significant efficiencies for the institution. The analysis eliminated the duplication of work efforts, eliminated the paper process used for leave record management, provided online time entry for departments, and provided HR self-service capabilities for the campus. The efficiencies gained across the institution have resulted in a significant reduction in man-hours required for the former process, while improving the accuracy and availability of HR and payroll data. Business process analysis can be a painful process, and this session will demonstrate how to bring entities together in a way that creates a positive change. The HR team is bringing the message forward and campus offices have begun to focus on business process analysis and create other efficiencies across the institution.
1208: Managing the Leave Accrual Process (1208)
This session will review the leave accrual process within Banner Human Resources including rules and validation set up, and the inquiry forms and reports available to daily users to assist in the audit of appropriate leave accrual processing.
0122: PeopleAdmin Enterprise Implementation (0122)
The University System of New Hampshire (USNH) recently implemented the PeopleAdmin Applicant Tracking and Position Management products for all six of our institutions. Our UNH campus is one of PeopleAdmin's original Applicant Tracking clients. In this session, we will share our implementation experiences with you. Additionally, we will touch on our implementation of the Banner HR Interface with the PeopleAdmin Applicant Tracking Module to efficiently hire selected candidates! Using both of these products will help us eliminate inefficiencies currently encountered with processing employee paperwork and the associated data entry errors. Come learn how we were able to streamline business processes, manage deadlines and build consensus to complete our implementation in six months!
1216: PeopleAdmin Interface with Banner HR (1216)
Do you use PeopleAdmin for your applicant tracking? Would you like an interface between your PeopleAdmin system and Banner HR? Then, this session is for you! Come see what the interface available from the SunGard Higher Education Customizations Group can do for you, and discuss what is necessary to implement it!
0355: Position Control Feed to Finance (0355)
In this session, we'll provide an overview of the Banner Position Control module and the various feeds to Banner Finance. It includes a discussion of the relationship between Banner Finance and Human Resources. If you want to learn more about Position Control, this session is for you!
1079: Salary Planner - No Hands Needed! (1079)
How can you create thousands of new job records (NBAJOBS) and/or position budget records (NBAPBUD) automatically in Banner, without any manual entry? Come and learn how Wichita State University successfully utilized Banner's Salary Planner module to interface data between their 3rd party Budget Development System and Banner. HR/Payroll/Budget Users, along with their technical support staff will find our 12 Step Approach easy to follow, and along the way, we'll review the Banner processes used, the tables involved, how the tables relate to each other, and the Electronic Personnel Action Form (EPAF) process for final approval of the new jobs records. You will see, whether your data comes from a 3rd Party application, or simply a spreadsheet, that Salary Planner is flexible enough to cut your workload tremendously!
0204: Talent Management Solutions for Higher Education (0204)
Find out how PeopleAdmin's unique talent management software has saved over 500 Higher Education Human Resources offices vast amounts of time and money by streamlining requisition workflows, online personnel transactions, and performance evaluations, while increasing compliance and providing easy and robust reporting. Discover how our easy-to-use interface allows PeopleAdmin customers to make changes to application fields and forms, email templates, real time site announcements and automated emails.
0322: Unsnarl the Snarl: Benefit Codes (0322)
Walk through a discussion, using a Drexel designed .pdf and Banner HR, of what needs to be considered before requesting a new Benefit/Deduction code on the Benefit/Deducation Code Rule Form (PTRBDCA) or a change to an existing Benefit/Deduction code on PTRBDCA. Each option and field will be explained, along with how the setup relates to Payroll. The presentation will also include explanations of other tables that need to be changed alongside any changes to PTRBDCA. All HR and payroll users are welcome.
1207: Use of the Finance Organizations in HR (1207)
The Banner Finance Chart of Accounts Organization (COA) is, of course, essential for feeding Banner HR salary, benefit, and deduction data to Banner Finance. Banner HR, however, also uses this COA field in many ways unrelated to expenses. This session, designed for both Human Resources and Finance staff, will highlight all of the uses of the organizational structure within the Human Resources module.
0646: Using Multi Currency in Banner HR (0646)
This presentation will introduce new functionality that allows for the use of Multi-Currency in your organization. Originally designed for the Middle East but now able to be used globally (MEHRMC) is a product that localizes Banner Human Resources 8.x. It allows you to meet the business needs required to enable your institution to process your payroll and pay employees in multiple currencies. Once this localization is installed, you can assign currency codes at the employee level and at the position budget level. You can also maintain the currency conversion rates for each payroll period which will be used to calculate the converted/equivalent amount of the target/base currency. With MEHRMC, you can do the following: * Maintain currency related information * Specify the currency code that will be used to pay the employee * Run payroll processes in multiple currencies MEHRMC is used primarily to meet the following requirements: * Posting the payroll transactions to the Banner Finance module * Produce any future payroll multiple currency reports.
0124: Web Time Entry - Soup to Nuts (0124)
The University System of New Hampshire has been using Web Time Entry (WTE) for over a year. We used pilot groups for our rollout across six institutions and currently all hourly staff at two of our institutions are exclusively using WTE. While going through the steps of preparing for our implementation, we realized we needed a few tweaks to accommodate the setup of our Banner HR system. As such we added a customization to self-service to limit by employee class the earn codes displayed on the time sheet, added a VPN requirement for our approvers and proxies to access time sheets in self-service, added a leave category for Compensatory Time accrual and usage, removed default work schedules, created a survey for students to complete in self-service to confirm they understand their responsibilities as employees and developed several automated e-mail notification processes to improve compliance with deadlines. All of these enhancements have been well received by all levels of WTE users (employees, approvers, proxies and superusers). We will be upgrading to 8.x early 2010. Come learn how we managed to be successful in rolling out WTE to a diverse distributed employee population!
0025: Web Time Entry From Start to Finish (0025)
Take a tour through the process of setting up Web Time Entry (WTE) for exempt and non-exempt staff from start to finish! Smith College's presentation will look at how we implemented our WTE system: initiation, communications, systems implementation, and testing. We'll also discuss the rollout, training, and maintenance of WTE. You will be shown the specifics of setting up Banner forms, get some tips and tricks, and be made aware of other issues that may need your attention. If you are looking for a comprehensive view of how to setup WTE and roll it out to your community, join Smith College for this session!
Banner Operational Data Store (ODS)
0367: Benchmarking Accounts Receivable (0367)
This session demonstrates how Eastern Washington University used ODS to generate monthly and quarterly performance benchmarks. Some benchmarks include total federal and state aid disbursed, money received, late fees assessed, total assessed charges among others. This session will show how these reports were created using the delivered ODS views along with how our university uses this information. This session is intended for the experienced functional user. We are currently on Banner version 7.6
0612: ODS: A Change in Culture (0612)
Will describe how ODS has changed the culture at Kern Community College District. We will discuss how our analysts used this reporting environment to develop cross module reporting and help grow their knowledge of how their module interacts with other modules. Our analysts are now able to generate, insightful, meaningful reports at an accelerating rate. As a result our decision makers and operational users are evolving into more sophisticated data consumers. They are starting to request interesting reports and some are even creating their own reports. This more sophisticated user now realize the impact that bad data and inaccurate processes have on reporting. The users are now writing their own exception reports to ensure data quality. We'll explain what had to happen for this evolution to occur as well as the roadblocks that slowed our ODS implementation. The session finale will be a live demonstration of various reports designed by our analysts and users.
Banner Performance Reporting and Analytics
0447: Financial Reporting and Analytics (BOF) (0447)
This session will be an open Birds-of-a-Feather (BOF) forum for clients to share information and best practices around how clients are leveraging BI systems for Financial Reporting and Analytics.
0617: Journey to Data-Driven Decision Making (0617)
Where is your institution on the journey to data driven decision making and path to high performance ? How are you leveraging the BI systems on campus to transform data into meaningful information for decision support ?
Banner Travel and Expense Management
1243: Introduction To Banner Travel & Expense Management (1243)
Banner Travel and Expense Management module that helps customers gain efficiency and control, go paperless, and reduce the cost of processing travel expense authorizations and reports. Come learn how your organization can take advantage of this great solution specifically designed for Higher Education customers.
1239: Banner Travel & Expense Management Product Update (1239)
We will provide an update on Banner Travel & Expense Management. Since its release in 2009, we have provided three additional releases of new functionality. Learn more about the features of these releases from the development team and learn more about the new functionality planned for 2010.
1242: Leveraging Imaging and Workflow in T&E (1242)
A great deal of expense reduction and improvement of financial controls can take place when customers leverage the Banner Document Management Suite and Banner Workflow in conjunction with Banner Travel and Expense Management. Come learn how these products work together to help you create an efficient, green, and managed process for authorizing and processing travel and expense reports.
0198: Workflow - It's More than FYI (0198)
Need to jumpstart Workflow at your institution? Want some ideas for practical Workflows that do more than send FYI emails? Get a mile high overview of Workflows in production in Financial Aid, HR, Admissions, AR, Advancement and IT. These Workflows incorporate many SungardHe products such as Self-Service, BDMS, ePAF, API, and SDE. Included will be tips to encourage a culture change from last century paper lists to this century electronic worklists. Audience: Anyone interested in Workflow.
Cognos an IBM Company
0379: Our Journey From Reporting to BI (0379)
In Michigan, universities have been faced with seven consecutive years of reduced funding while at the same time serving a growing population. At Northern Michigan University (NMU) we're operating at the same level of state funding that we received in 1997 while our student population has increased by more than 18%. With this scenario, the university needs to continuously analyze its operation and create efficiencies throughout its processes. Access to the proper information is essential to achieve moving from an information based reporting system to business intelligence. Business intelligence has allowed NMU to make much of this transition. This presentation is our journey through the process.
0755: eCommerce (0755)
Official Payments offers a completely hosted PCI-compliant eCommerce payment solution that provides significant cost savings to institutions both large and small. Our long standing strategic partnership with SunGard Higher Education means that our integration with your institutions student system is real-time, resulting in real-time approval/decline and update to the Student System. Our payment solution supports American Express, Discover, MasterCard and VISA as well as flexible e-check payment options. With Official Payments, there is no hardware or software to install and no annual maintenance costs. The benefits to your institution include: 1. Complete eCommerce solution at little or no cost to the institution 2. E-bill and Payment Plan options at no additional licensing cost 3. Flexible payments options that support credit cards and e-check
1036: Managing & Securing E-Commerce Activity (1036)
Are you worried about e-commerce activity across campus? Have you identified all departments/units on campus that collect revenue in person, by mail, or through a web site? Are these revenue collection centers following best practices and are they compliant with Payment Card Industry Data Security Standards? If you are looking for answers to these questions, this session is for you! A case study will be presented showing one approach a university took to proactively manage revenue collection and e-commerce across campus beyond the Bursar/Student Financial Services Office. This session will provide specific steps you can take to manage and secure revenue collection and e-commerce activity at your institution and the risks involved if you choose to do nothing. Attendees will learn how to implement best practices to manage and secure payments received in-line, online, and by mail. The presenters will emphasize how institutions can leverage technology to centralize revenue and e-commerce management and build support for implementing change by forming a cross-functional team to address this challenge.
0926: Managing Campus Commerce (0926)
Is your institution struggling with reduced budgets, campus commerce issues and compliance requirements (PCI, NACHA, Red Flag)? Colleges and universities are increasingly facing new challenges to their core mission. These challenges include managing campus commerce, providing customer service, and secure payment processing. Learn what the University of Richmond did to achieve cost savings, manage its campus commerce, and ensure that payments are being processed securely This presentation focuses on: Providing enhanced services Achieving Cost savings The challenges of compliance and commerce in higher education (PCI, GLB, NACHA and Red Flag regulations) Best practices
0979: PCI Compliance - Move The Button (0979)
PCI compliance reaches another milestone July 1, 2010 with the Payment Application Data Security Standard (PA-DSS). Are you prepared? Join us to learn how schools have made Move The Button a winning compliance strategy. Investigate why reducing the number of applications that touch sensitive payment data and building a unified commerce environment helps you not only comply with evolving PCI requirements but also run campus business better. Move The Button is PCI compliance done right.
0614: Manage Subcontract in Banner Grant Module (0614)
Create Oracle tables in Banner 8.0 to convert subcontract management into Banner forms, improve work efficiency by utilizing the Banner finance and grant information such as PI, agency, and subcontract title and subcontract amount to develop subcontract agreement data entry form in Banner including award information, contact information, report requirement, invoice tracking, create amendment in Banner, create subcontract query table in Banner. The Banner subcontract forms reduce the double entries; and greatly improve the management of subcontract invoice payments, especially benefit the grant fund with multiple subcontracts. The subcontract data entry form include: main form, which record the new subcontract with all award information, external contact form, A133 tracking from which generates A133 letter in Banner and record the date the letter sent out and receive back; invoice track form records all the invoices from receive to the date that was sent to AP; the check ID in the form connect to Banner finance, easy to track the status of the check. The subcontract Banner forms also include create amendment form. By selecting difference variables, such as change time, or change time and award amount, or change award amount only to generate amendment.
Performance Management Services
0808: Meaningful Metrics: Enterprise Key Performance Indicators (0808)
In an era of increased pressure for accountability, higher education leaders recognize a need for meaningful information concerning institutional performance. Though institutions often produce voluminous amounts of data through hundreds of operational reports, often these reports are not meaningful except to a handful of individuals who understand the intricacies in the underlying data definitions. In other cases, these reports may focus on inputs or outputs - useful in their own way - but give inadequate attention to outcomes. And at other times, these reports provide information with little or no predictive capabilities, only confirming failure when it is too late to do anything about it. This workshop will discuss the ways that a disciplined approach and tools for developing, tracking, and using Key Performance Indicators will help your institution stop drowning in a sea of raw data and start using institutional intelligence to support successful execution of institutional strategic goals.
PowerCAMPUS Finance and HR
1150: Microsoft Business Reporting (1150)
With Microsoft business reporting users can create their own ad-hoc reports and have greater access to critical data. The flexibility in formatting and decreased dependency on the IT department makes for greater freedom in many departments at Gwynedd-Mercy College. With limited IT resources reporting was difficult and time-consuming. All units who depended on PowerCAMPUS relied heavily on IT staff to assist and create reports. Needless to say this drained IT resources and prevented other priority projects from getting done. With the introduction of Microsoft business reporting users were more than pleased with the freedom and flexibility offered by the new services. Learn how work flow was transformed and resources were relieved.
0369: Microsoft Forecaster Budgeting (0369)
In today's world, reduced funding has led to difficult budget decisions. This session will cover Microsoft Forecaster, an optionally available add-on budgeting product which can interact with any finance solution and assist you in making these difficult choices. Use of this product for collaborative planning in the budgeting process for both accounts and individual employee costs will be covered.
0877: Revolutionizing Procurement at UCM (0877)
Mid-size colleges and universities, like large institutions, need cost-effective and easy-to-use business systems to: gain visibility of spending on goods and services, put strategic sourcing agreements in place, drive contract compliance, and bring procurement to the desktop. When spend is brought under management, a five to 20 percent cost savings can be gained without impacting people or programs. As such, procurement is now viewed as an opportunity by university financial leaders. Attend this session to learn how the University of Central Missouri (UCM) uses SciQuest HigherMarkets Express for Banner Finance to automate time-consuming tasks, such as approvals and PO creation. The resulting purchasing process is efficient, transparent, tightly integrated with Banner Finance, and produces unprecedented data quality for decision-making with little to no maintenance. UCM now has a comprehensive picture to optimize the value of every tax-payer or sponsor dollar. UCM is positive proof that mid-size institutions can benefit from the savings and efficiencies of strategic procurement. Procurement staffs of any size can significantly impact the institutions they serve amid rising costs, declining endowments and constrained budgets. Join us to make your procurement and financial goals more than a possibility, but a sustainable and evolving reality.
General Interest Topic
2004: Closing Session & Keynote Address (2004)
Greg Mortenson will deliver the SunGard Summit closing address on Wednesday, April 14 at 8:00 am in Halls A-B-C of the Moscone Convention Center. The program will include: · Charity benefit raffle drawing · Keynote address - by Greg Mortenson, author of Three Cups of Tea, Founder of Pennies for Peace and Co-founder of nonprofit Central Asia Institute.
1280: Interdenominational Worship Service (1280)
Taylor University will host a time of worship and fellowship at the beginning of this important week. Our time together will include singing, prayer, a devotional message, and sharing with each other about the goodness of God. This worship time is informal and interdenominational. Please join us Sunday, April 11 at 7:30 am.
2001: Opening General Session & Keynote Address (2001)
Meeting today's priorities is a fundamental challenge in higher education today. So is building the right foundation to support your institutional vision. At our Opening General Session, SunGard Higher Education chief executive officer Ron Lang and other guest speakers will challenge us to think more creatively about what technology makes possible right now to address today's critical challenges and build a sustainable path toward tomorrow. You don't want to miss this official Summit kickoff session!
2002: PLENARY - Millennials, Metrics and the New Media: Five Things You Need to Know (2002)
With the 2004 launch of Facebook, the ways in which students interacted and connected with their institution changed forever. John Della Volpe, the Director of Polling at Harvard University’s Institute of Politics and founder of SocialSphere, Inc., has studied the ways in which millennials communicate and form opinions since 2000. Over that time, he has learned a lot about the still nascent social media strategy scene, more about the millennial generation, and has distilled the five most important lessons that you need to know about communicating with today's students. These best practices in multichannel communications can help you develop the new strategies to reach those who have the most at stake--your students--and move your campus forward in these challenging times.
2003: PLENARY - The Global Campus: Higher Education Goes 'International' (2003)
In recent years, higher education has "gone global" in a variety of ways--some more successful than others. International trends and developments will continue to influence higher education policy and institutional operations. To truly prepare students for a globalized world, institutions know that they need to do more than launch traditional study abroad programs. From internationalizing curriculum, to strengthening research capacity, to establishing international partnerships, institutions today are grappling with how to respond to a dynamic and evolving international landscape. Join Eva Egron-Polak, Secretary General of the International Association of Universities, who will report on the main findings of the third IAU global survey on internationalization in higher education. Based on responses gathered from 115 countries around the world, this survey is a comprehensive look at how institutions are thinking through what it means to teach, learn, manage, and connect in a global community.
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
9990: Visit Collaborative Hall (R) (9990)
2011: Volunteer Event at the San Francisco City Academy
This pre-Summit volunteer afternoon is an opportunity to network with one another while giving back to the San Francisco community through outreach to those in need of help and inspiration. This year we've partnered with an elementary school in the Tenderloin district. "The San Francisco City Academy exists to transform the Tenderloin Community by breaking the cycle early of poverty, violence and addiction through educating and empowering children to overcome those obstacles." Participants will help with the new school. Tasks will include painting, helping to set up the computer lab and library, and whatever else might need to be done. You can also volunteer to tutor a child who might need some extra help. When: Saturday, April 10 12:00 Noon-5:00pm Where: The San Francisco City Academy **Participation is LIMITED for this event. So, please do NOT add this to your schedule unless you are certain that you can participate.**
1246: Epsilen: SaaS Model for CMS & ePortfolio (1246)
This session will examine a new way of thinking about Course Management System and ePortfolio. Legacy CMS platforms were originally built over a decade ago, and are still hindered by many limitations. Epsilen, created as a new SaaS based model, offers a comprehensive lifelong services for eLearning (CMS), ePortfolio, collaboration, and social networking.
0870: SharePoint Consulting Services (0870)
SunGard Higher Education now provides a range of consulting, professional, and managed services for SharePoint. Learn about our offerings including installation, configuration, site development, training, branding, deployment, and ongoing support services.
General Interest Topic
0825: Bridging the Strategy-Execution Divide (0825)
According to Charles Darwin, "It is not the strongest of species that survive, nor the most intelligent, but the one most responsive to change." Given todays realities, the institutions that thrive will be those that adapt to the new landscape by focusing on their strategic imperatives and priorities, as well as establishing processes for proactively measuring and monitoring progress. Still, while virtually all organizations have dedicated significant time and effort to outlining their imperatives and priorities in elaborate strategic plans, recent research indicates that only a fraction actually execute upon their plans. So, why is there such a large disconnect between strategy and execution, and how can we bridge this chasm? This session explores the most common barriers to strategy execution and proposes using a tool developed for business - the Balanced Scorecard - as a framework for managing these barriers and fostering improved performance within the higher education setting. From strategy maps to identifying key performance indicators that measure tangible and intangible value creation, learn how to bridge the strategy-execution divide by transforming your 'strategic plan three-ring binder' into action.
0823: Collaboration In Action! (0823)
Come and join the conversation with a panel of your peers about their experiences with the new collaboration environment. The panelist, serving as early proof-of-concept collaboration participants, will share their experiences, lessons learned as well as future goals for the Commons. The Commons is a collaboration platform where customers can connect with peers, colleagues and SunGard experts around the world to share experiences, answer questions and help resolve problems. We'll discuss the early work and proof of concepts leading up to the launch of the community as well as whats coming next. Come talk with your colleagues to find out more. Don't miss this session and find out how you can join the conversation.
0422: Community Source - Getting Involved (0422)
Does your institution have a great modification that ought to be in baseline? This "how to" session will explain the process to make that happen. Participants' in the SunGard Community Source pilot projects will share their experiences. Learn about new functionality coming through Community Source and discover how you can become part of Community Source activities.
0431: Community Source - Technical Panel (0431)
Adding your modification to the SunGard baseline has great benefits for your institution. This session provides a "how to" view of the process from a technical angle. The Community Source Technical Board will describe the process and share information on standards. Learn about the Community Source test drive environment, lessons learned from pilot projects and what's coming next. If you're interested in contributing code, reviewing code contributions, collaborative development and code sharing this session is the starting point for developer participation in the Community Source.
0407: Customer Relations the Brookdale Way! (0407)
Brookdale Community College has outsourced their OIT services to SunGard for 13 years. Subsequently, Brookdales infrastructure has become very complex requiring OIT to perform customizations in order to meet the demands of the end user. The number of users that OIT supports has increased significantly, including the support of the main campus and six branch campuses. In recent years, there has been a sense that SunGard become more reactive then proactive in their provided support and services. Anecdotal comments, OIT was not what it used to be, raised concerns among senior administrators. However, there exists a difference of opinion on the Sungard side; their defense lies in the complex environment and the increased number of user requests that are being supported. This presentation will describe tactics that were implemented in order to reinvent our outsourced IT Department by mainly opening the lines of communication and becoming recognized as a valued partner rather than a vendor. Examples of new policies and procedures that opened the lines of communication between Sungard and the Brookdale community will be provided. In addition, specific improvements made to help desk status reports and statements of work that provide clarity, accountability, and benchmarks will be provided.
1247: Digital Campus Academy (1247)
Need training 24/7? Anywhere? The Georgia Board of Regents, a consortium of schools spread across the state of Georgia did. SunGard Higher Education's solution? The Digital Campus Academy. A Luminis Portal, hosted by SunGard Higher Education, that allows end users access to training anytime.
0971: FGAC, Data Masking, General Security (0971)
Fine Grained Access Control and Data Masking can be used in a variety of ways to both enable functional areas to be able to access and modify the data they need, and to protect sensitive data from unauthorized access. This session is geared to both the users that will be setting up security, as well as to those that are involved in determining such security policies. We have been working with FGAC and Data Masking since January of 2005. Many practical examples of security implementations involving FGAC, Data Masking, SSN protection, etc...that are being used at Colorado State University will be exhibited and made available. The steps involved in setting up these security related features will be discussed, as will the continuing issues involved with maintaining the integrity of such features. (We are currently running Banner General 8.2.)
0434: Get Involved in the Community Source UDC (BOF) (0434)
You've heard about the SunGard Community Source UDC. Now's the time to get involved. Join your peers at this Birds-of-a-Feather (BOF) meeting and help initiate new communities, volunteer to assist existing communities and share your ideas for code contributions. Bring your enthusiasm, your questions and willingness to share. The Community Source UDC begins with you!
1148: How It's Done: Large Implementation On Time, Under Budget (1148)
Texas Tech University System began a large complex implementation in 2005 of a complete SunGard Higher Education ERP system replacing very old legacy adminstrative systems. The project, ConnecTech, included 25 different products to be used by Texas Tech University (TTU), Texas Tech University Health Sciences Center (TTUHSC) and Texas Tech University System Administration (TTUS) throughout eight locations in the state of Texas. Over 600 staff and faculty were involved in the implementation with a core group of 130 functional and technical staff. The project was successfully completed on time and under budget in August 2009. This presentation will discuss: complexities involved in the project, project management and tracking, key components of the successful implementation, issues encountered and lessons learned. This presentation will benefit institutions beginning or in the process of implementing one or multiple products of an ERP.
1141: Navigating Organizational Maelstroms (1141)
Although considerations such as product functionality, data conversion, and integration are critical to success in technology implementations, organizations can still fail to achieve their intended outcomes if they do not recognize the need for organizational change management. For a variety of reasons such as lack of urgency, lack of training, perceived lack of leadership support, or adverse past experiences with poorly planned projects faculty and staff may be understandably reluctant or even opposed to making the transition to a new solution. This session will discuss the importance of change management at your institution; considerations for change management in higher education; and how an effective change management strategy can assist your institution in realizing the full potential of your technology solutions.
0991: Process Improvements, After Go Live (0991)
Successfully implementing a new technology cannot be truly effective unless the related business processes are considered. This is especially true in todays competitive environment where institutions need to continuously improve their business processes. The goal of business process improvement is to provide the institution with an objective view of their processes and to systemically improve those processes. In this session we will discuss the tools and methodologies used in business process improvement. We will also review the differences between business process modeling and business process redesign.
1249: Project Management: Real World Value (1249)
In 2009, SunGard Higher Education was invited to contribute to a globally recognized publication to promote SunGard Higher Education’s Project Management methodology, representing one of many fortune 500 IT companies who are successful in executing large and complex projects across the international Higher Education industry. The book, titled PM Crash Course for IT Professionals, authored by Rita Mulcahy, PMP, an acclaimed international author of many Project Management Institute (PMI) instructional manuals, provides real-world project management tools and techniques in a crash course format that is easy to follow and useful for Project Managers who practice real-world project management strategies every day. The class is designed to communicate the value of Project Management and to focus on the key areas that are most critical to mitigate the headache of delivering projects.
0776: Ready, Fire, Aim: Management and Reality (0776)
Do you have a shelf in the office dedicated to dusty binders full of strategies? Have you participated in lengthy planning efforts that were exciting at firstbut ended up with no results that you could see? As we all face challenging economic times, no one has much patience with wasting resources, so the temptation to just dive in and DO may be much stronger than the call to PLAN. There is a middle ground that may help you avoid the pitfalls inherent in either taking an approach that is strictly tactical or one that is theoretically strategic. This session will review management from an agile perspective, with a goal of more effectively supporting your teams in the face of changing and uncertain demands.
0561: SETA - The User Group for You (0561)
Heard of SETA but don't know what it is? SETA is a user group open to all clients of SunGard Higher Education. Learn about the history and structure of the organization, as well as what SETA can do for you and your professional development. Find out the locations of future SETA conferences. See a demo of our website (www.SETAsource.org), including the Code Repository, where any SETA member can search for and download programs and scripts that have been submitted by other members. The Repository includes software enhancements, modifications, code snippets, documentation, etc. Presentations from current and past SETA conferences are also available to all members to download. Looking for a job or have a job opening? Being a SETA member allows you to post job openings on-line at no cost; the general public can view all job postings. Additionally, SETA provides an on-line membership directory that can only be accessed by SETA members. Pick up your box lunch and come join us!
0417: SunGard Commons & Community Source - Overview (0417)
Wondering what The SunGard Higher Education Commons and Community Source initiative are all about and how to get involved? This session will provide you with insight into the goals, organization, governance and future direction of these important initiatives. Learn about the ways in which individuals and institutions can participate.
2005: Texas Connection Consortium Meeting (BOF)
This meeting is for public universities and community colleges which are members of the Texas Connection Consortium (TCC). The TCC Executive Board Chair as well as the Director of the Support Center will up date you on items relevant to the Texas Connection.
0363: The Commons: Customer Collaboration (0363)
The Commons is a collaboration environment where customers can connect with peers, colleagues and SunGard Higher Education experts around the world to share experiences, answer questions and help resolve problems. This session will not only include an interactive live demo but also focus on the vibrant participative communities. We'll discuss the early work and proof of concepts leading up to the launch of the community. We will also discuss future direction and what's coming next. Come talk with your colleagues to find out more. Don't miss this session and find out how you can join the conversation.
1248: Train a University (1248)
Identifying your target audience and their training needs is critical in creating an effective training plan. Join instructional design experts from SunGard Higher Education as they discuss how to meet your educational and training needs.
Special Interest Topic/Group Meeting
0360: MABUG: Mid-Atlantic Banner Users Group (BOF) (0360)
Mid-Atlantic Banner Users Group (MABUG) Birds-of-a-Feather meeting to bring members up-to-date with the MABUG organization and future conferences.
1250: Summit Freshmen Orientation (1250)
Please join the SunGard Higher Education representatives as we welcome all first time Summit attendees to San Francisco. You'll learn some tips and tricks for navigating your first Summit, along with other valuable SunGard Higher Education information and resources that you can take advantage of after the conference. This session is for anyone attending Summit for the first time.
1132: Tennessee Banner Users Meeting (BOF) (1132)
This Birds-of-a-Feather (BOF) session is for all attendees from any Tennessee institution using SunGard Higher Education products.
0297: PABUG Annual Meeting (BOF) (0297)
This is your opportunity to meet with PABUG officers, to hear about upcoming events and plans and to discuss the issues most important to you. We welcome our friends from neighboring states who have previously attended/particpated in our annual conference.
2015: Luminis Platform 5.0 Technology Overview (R) (2015)
Luminis Platform 5.0 technology architecture overview presents the components involved and the relationship and purpose in the components int he system. Specific topics covered will include Service Oriented Architecture, Rich Internet Application use and integration of external solutions.
1197: Banner UDC Integration - Overview and Update (1197)
An overview of the current technologies and best practices that facilitate applications integration across your digital campus. The session will include updates related to Banner Enterprise Identity Services, Business Event Publisher, Integration for eLearning and Web services.
Advisory and Planning Services
1048: Crafting an Effective IT Strategic Plan (1048)
Technology Strategic Planning can be an overwhelming task for any institution. Technology leaders are challenged with finding an effective methodology that fits the specific needs based on the size, complexity and maturity of their institution. In this interactive session we will first define planning by evaluating the difference between strategy and tactics. We will then discuss the building blocks required for a successful technology strategic planning initiative. Examples from a two and a four year institution will be included in presentation.
1025: Mining the IT Portfolio for Value (1025)
The current financial and competitive environment is continuing to pressure institutions into doing more with less. This continued pressure requires that all of an institutions IT resources are leveraged for maximum value. The IT portfolio of applications and services must be assessed based on the strategic or tactical value directed towards enabling the realization of the institutions mission and vision. In this session we will begin with a high level overview of IT portfolio management. We will then discuss various tools and methodologies that have been used to effectively assess IT portfolios in an effort to leverage the portfolio for maximum value.
Application Hosting Services
0383: Banner Application Hosting (0383)
Join SunGard Higher Education as we talk about Application Hosting for SunGard Higher Education's Banner. In this session, we will discuss the benefits of the hosted solution to your institution, highlight the various leveraged administration services provided, and showcase the power of SunGard's Infinity Data Center Utility Platform.
0381: PowerCAMPUS Application Hosting (0381)
Join SunGard Higher Education as we talk about Application Hosting for PowerCAMPUS. In this session, we will discuss the benefits of the hosted solution to your institution, highlight the various leveraged administration services provided, and showcase the power of SunGard's Infinity Data Center Utility Platform.
Application Management Services
2012: Banner Upgrade Planning (2012)
Banner is continually improving and upgrades are a fact of life. Successfully managing this process is key to keeping the application up-to-date and operating reliably. This session provides a framework for planning and managing the ongoing upgrade process.
0385: Banner Application Management (0385)
Join SunGard Higher Education as we talk about remote Application Management for the SunGard Higher Education's Banner. In this session, we will discuss the benefits of the managed service to your institution, highlight the various leveraged administration services provided, and explain how the service really works referencing existing client examples.
0214: Banner Upgrade Testing - Refined (0214)
Does your school accomplish Banner upgrade testing in ~1 week? Is your school efficiently and effectively attacking the testing phase? Are you tracking to closure all known errors raised during testing? At Lansing Community College (LCC), we would have answered no to each of these questions which reflected poorly on the state of our testing process. However, we have embarked on improving this process, and we have met some success in this area. This presentation will describe what actions we have taken and processes and test tracking mechanisms we have put in place to dramatically improve our Banner upgrade testing. You will see that we are now able to generally answer yes to these questions, and we believe with insights gleaned from this presentation, your school can do the same. Everyone involved in Banner upgrade testing will find this presentation very beneficial. We will clearly lay out where we started, testing strategy adopted, both high- and mid-level test plans, new test tracking software implemented, and lessons learned from our experiences in both implementing these process changes and on the Banner upgrade testing itself. LCC will now approach the Banner 8.2 upgrade in March 2010 with confidence. We will share lessons learned on this upgrade project as well.
0905: If the Hat Fits: Migrating to Red Hat (0905)
SunGard Higher Education at National-Louis University recently completed a migration of its Banner 7 system from a Sun / Solaris environment to a Dell / Red Hat / VMWare environment. This project included migration of applications and databases to the new environment in an effort to lower the lifecycle costs of equipment, build in higher levels of redundancy, improve performance and ease system management. The project took approximately one year to complete from design to completed migration. Come and hear an overview of the migration project including unforeseen hurdles, surprising discoveries and the lessons-learned along the way. Intended learners for this presentation are CIOs, Technical Directors/Managers, Network Admins, DBAs.
Banner Digital Campus
0945: Back to Baseline (0945)
Back to Baseline: How to Change your Process and Avoid a Mod! The decision to modify a system to support a business process is not one to be taken lightly. During this session we will review the pros and cons of system modification, and steps that can be taken to avoid modification and/or retire existing modifications. Whether you are in the implementation process and are considering modifications or have already implemented but are wanting to "return to baseline" - this session is for you.
0495: Creating a Consistent User Experience (0495)
Come and see how SunGard Higher Education is using a user centered design philosophy to improve the user experience throughout its products. In this session we will review our strategy and demonstrate our execution with demonstrations of the new Banner Self-Service user interface. We will also take a deep dive into Project Horizon and our efforts to modernize the administrative side of Banner! Participants will come away with direction on how to prepare for both the functional and technical changes in our upcoming releases. This session will be suitable for both functional and/or technical audience.
0941: Flex Your Muscles! (HOT) (0941)
You've heard about Adobe Flex. You've heard that SunGard Higher Education is using it as part of their User Experience Strategy. Get an opportunity to get your feet wet with an introductory course into developing applications using Adobe Flex. In this technical hands on session we will explore the Flex Builder IDE, demonstrate connecting to Web Services, and discuss building a rich internet application. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0409: Load Testing the Banner Unified Digital Campus (0409)
Come learn how to plan and prepare for your load testing of the Banner Unified Digital Campus. What does it mean to conduct a benchmark? What can we learn from a performance study? What is SunGard Higher Education doing with respect to load testing? This presentation will cover these basic load test/performance questions as well as terminology.
0706: MEP Multi-institution (0706)
What is MEP? Should I implement MEP at my Institution? What can MEP do for me? Come join us for a session on describing Multi-Entity Processing. We will provide a brief review the history of MEP at SunGard Higher Education and, more importantly, the future of MEP with respect to the Banner UDC. Topics that will be covered in the futures area are: expanding the current baseline solution; status of the compatibility of the ‘non-Banner’ applications of the Banner UDC; upgrades; and more.
1087: Open Digital Campus Strategy: Extending the Value of Your Banner Digital Campus (1087)
You’ve come to rely on your Banner Digital Campus to deliver administrative capabilities and services to your students, faculty, alumni, and staff. Now it’s time to maximize that investment. Learn how the Open Digital Campus, our new technology vision and strategy combining alternative delivery models, modular assets, and contemporary platforms and technologies, can help you meet today’s priorities and build a sustainable path to the future. Join SunGard Higher Education executives and your peers to hear how you can adopt an Open Digital Campus strategy to transform your Banner Digital Campus into a more flexible, efficient, and cost-effective technology asset. Don’t miss this important and informative session! Archived sessions include PowerPoint Presentations only
0984: Space Management Hat Trick (0984)
Space Management Hat trick: 3 systems, 1 data source Space is one of your most valuable commodities. However, most institutions of higher education are not able to optimize their space usage as there is no single, consistently accurate record of all space information. Find out how you can get everyone on the same page with all aspects of your Unified Digital Campus working from a single system of record for all Buildings, Floors and Rooms. Bring together your Banner Student system, Classroom Scheduling system, Facility Management system and your Research Grant Indirect Cost Recovery processes, and ensure they are all working off the same information. Align your space plans with student and departmental requirements via graphically rich space planning scenario generation Track and manage the functional use of space from both a curriculum and research perspective Maintain current and accurate records for Indirect Cost Recovery requirements Manage the allocation of space between departments and provide a comprehensive database of classroom information to feed Student Class Scheduling processes Learn how to make your operations more efficient and gain the clarity and control required to maintain high standards and support enrollment and funding changes while driving operating cost reductions.
0763: Technology, Change, and Sociotechnology (0763)
What's next? Component applications, social networks, open architectures, SaaS? The pace of technology and innovation continues to speed forward leaving leaders in colleges and universities facing constant change, and needing to evaluate new technologies and systems in new ways. In the face of rapidly altering academic and business needs, and diverse and widely varying user expectations and skills, what were once largely technology considerations have become, by necessity, sociotechnology considerations. Today the primary focus must be placed on the people, the processes and the culture that technologies will support. This session will review these topics, and outline ways you can move your teams toward more agile methodologies, with an eye toward effectively managing the change that these new systems will introduce.
0042: The Big Bang - Upgrading to Banner 8.1 (0042)
As with any major software upgrade, along with the many new system features and capabilities come new challenges that must be met. This presentation will review Emporia State University's experiences in upgrading to Banner 8.1 while also managing latest release upgrades to the Operational Data Store, Enterprise Data Warehouse, UC4, Luminis Portal, Cognos Business Intelligence and the Touchnet Payment Gateway. We did all of this and a complete Banner Systems hardware refresh in an 8 month duration project. Throughout the session, we will discuss project management and planning, resource requirements, building the test and production environments, and an in-depth review of the test plans that were executed by functional and technical staff to ensure a successful go live. The session will also provide a review of functional and technical issues encountered, and lessons learned.
0258: The Unified Digital Campus: On-Time and On-Budget (0258)
Kent State University implemented a very robust Unified Digital Campus that houses ten Banner Modules, twenty-three best of breed bolt-on applications, and twenty-four software integrations. The UDC is more than Banner and Self-Service and includes sophisticated workflows, integrated imaging, a highly used Operational Data Store and all within the Luminis Portal. The UDC was fully implemented within 30 months (on-time) and within the projected budget (on-budget). Most recently, the entire UDC was upgraded to 8.X. Kent State continues to use many of the "tips and tricks" learned during the ERP implementation to keep the UDC robust and state of the art. A full description of our implementation model, benefits, lessons learned will be thoroughly presented and discussed.
1134: UC4 (BOF) (1134)
UC4 Software is a leader in job scheduling and process automation solutions that span applications, departments and platforms to ensure that operations run more efficiently, execute more accurately and complete without interruption. UC4 solutions work with the SunGard Higher Education's Banner Unified Digital Campus to automate and manage tasks, queue jobs, balance batch loads from multiple departments, and provide immediate alerts in the event of a failure. SunGard Higher Education customers trust UC4 Software as their automation experts. This panel discussion will be hosted by UC4 (formerly AppWorx) and user experts. This Bird-of-a-Feather session will help you meet other UC4 users, learn how others use UC4, and provide answers to your questions.
Banner Document Management Suite
0947: ApplicationXtender Reports Management (0947)
This session is for current or prospective users of Banner Document Management Suite to learn about some of the capabilities of the optional ApplicationXtender Reports Management offering. AX Reports Management is a valuable tool that can automate the process of filing certain electronic documents into BDMS. There will be an introduction to AX Reports Management and demonstrations of filing sample institution-generated documents into BDMS both with and without form overlays. Examples to be shown may include online applications, financial aid award letters, student bills, 1099 forms, purchase orders, and possibly more.
0538: BDMS (BOF) (0538)
Gather along with your colleagues from other institutions for a Birds-of-a-Feather (BOF) session with SunGard Higher Education Banner Document Management Suite (BDMS) representatives. This BOF is for both functional and technical attendees.
1002: BDMS Technical - Beyond the Basics (1002)
This session will present technical concepts that are helpful for technical staff and BDMS users with deeper technical requirements. Time permitting, topics covered will include customizing Banner integration with EFKCUST, AX API Web Services, custom development, SSB integration, and database cloning. This session is useful for technical staff and users who understand the basics of BDMS and are ready for more excitement. Time may also be allotted for customers to share their own experiences and technical achievements.
0536: BDMS Technical Fundamentals for Novices (0536)
This session will provide a technical overview of the architecture, database, and administration of Banner Document Management Suite (BDMS). Attendees will learn the various core and optional components of BDMS, their uses, and their basic installation environment and administrative needs, and where to find key information in documentation and online. This session is useful for anyone looking for a basic technical understanding of BDMS and what early knowledge, tips, tricks, and traps are essential for a new admin.
1103: From Paper to Web: Online Grad Admissions (1103)
The University of Denver has embraced the Banner web application for admission at the graduate level to better serve our graduate applicants, focus on doing more with less, and move toward greener practices. Using a mix of Self-Service, BDMS and Workflow we have further streamlined our admissions processes. This summer with the help of University Technology Services we launched a Self-Service feature to accept online letters of recommendation from third parties and enhanced the application so supplemental documents can be uploaded. The use of BDMS Index Image Import Wizard allows most documents to be indexed and loaded into BDMS with a single process. Workflow is the final piece of the process once all the mandatory checklist items are satisfied. With workflow graduate units are alerted to when applicants are ready for faculty evaluation. To improve the accuracy of the applicant acceptance projections we have implemented the Banner feature that allows applicants to confirm or deny their acceptance on Self-Service. This has allowed the graduate units to communicate in a more timely fashion any additional information regarding admission or Financial Aid requirements needed to attend DU.
0248: Historical Images Converted into BDMS (0248)
Our Student Loan Collections department had over 150,000 images in a non-supported, obsolete imaging system. They wanted to begin using BDMS as a repository for their new documents, but also wanted to convert all their old images. I will share our in-house solution with technical and functional users by explaining our custom built BDMS (8.1/5.4) application and the conversion process. We have been using BDMS since 2006. The BDMS application was built that used key references from Banner to assist in the indexing processing and reduce errors. The conversion process consisted of exporting the images out of their current imaging system into flat files. Each cabinet in the old imaging system was exported using tools from that product. Conversion programs were written to merge the files into a file that could be used by BDMS Index Image Import Wizard to bring the indexes and images into our new application. Utilizing the Index Image Import tool we successfully converted images and indexes out of the obsolete imaging system and into BDMS. Our Student Loan Collection office now has a complete set of historical, current and a place for future documents under one roof in our BDMS.
0890: Pragmatic Xtender Administration (0890)
Ever wonder what the consultants DONT tell you? Texas Tech will turn our experiences over the past three years (some earned the hard way) into practical, common sense, suggestions that almost any institution can use to find the path towards a better implementation. We will explore where to focus during legacy conversion, how to keep administration simple and effective, what to do with new users, and how strategic relationships can provide the necessary leverage to achieve success. All Xtender stakeholders are welcome to attend. Those in charge of new implementations will benefit the most.
0953: What's New in Banner Document Management (0953)
Come learn what's new with Banner Document Management Suite and what's on the horizon. This session will provide updates on recent and coming product releases and allow attendees to interact with SunGard Higher Education people responsible for document management, imaging, and processing products.
Banner Enterprise Data Warehouse (EDW)
0916: Extending an EDW Snapshot Star (0916)
At The College of St. Scholastica, we've found our peer teams are routinely impressed when they see a cube. But the next comment is always, "But can it do this?" Join us as we demonstrate how we have extended the EDW Employee star to meet additional dimensions desired by our HR team.
0866: Take Your Savings to the Bank (0866)
Are you planning on implementing SunGard Higher Education's Banner Enterprise Data Warehouse (EDW) but don't know where or how to get started? This session will discuss how we prepared for and implemented EDW version 8.1 at Missouri State University. Topics will include troubleshooting tips and the steps Missouri State University took for a successful implementation of the Enterprise Data Warehouse in July of 2009. Be sure to attend if your are technical lead and are planning the implementation of the EDW or you are already using the EDW and would like to share your experience.
0656: KISS ePrint One Website for All Reports (0656)
Keep it Sweet and Simple with Banner ePrint. Florida Atlantic University (FAU) utilizes ePrint to store reports. FAU users like the easy navigation menus to their reports in a secured environment with the available options of VBS security on each page. FAU IT staff like the flexible options ePrint offers to store reports regardless of where it came from and how it is formatted. FAU systems staff like SunGard Higher Education's support which provides installation and upgrades. A definite winner, the KISS principle has worked for us!
0445: Beyond GSASECR: Be Part of the TEAM! (0445)
Realizing that the complexity of two institutions in 1 Banner system would lead to a security nightmare, administrators developed the TEAM (Tech Enterprise Account Management) Application. Simplistic in design, it allows for distributed administration of security and accesses such as WebTailor Roles (ePAF Approver, ePAF Originator), Banner Security Classes, Banner Business Profiles, SciQuest Roles, Cognos Roles, Web Leave Approval, and Web Time Entry Approval. Along with updating the Banner tables, additional audit tables provide ease of reporting for review and audit of security procedures. With Banner 8, this functionality will be enhanced by use of Distributed Security Groups and increased capacity to allow for security to be managed by security coordinators while still guaranteeing IT administrative oversight.
0999: Calculating Huge ROI with Banner Workflow (0999)
In a year where many of you are being asked to do more with less and spend every penny wisely you are being asked to articulate the real return on investment you get from every project. Many of your peers have saved huge costs by spending a few weeks placing some of their processes in Banner Workflow. Come learn how Banner Workflow can save you time, money, and keep you from making costly errors so you can $ave your university. This presentation will focus on how to think like a CFO when evaluating a Workflow process, how to calculate and add up all the savings, and provide real world examples on how to put these into practice. Following these guidelines can help you prioritize your workflow requests and build mini-business cases for getting approval to build workflows that save your school money and provide quick ROI.
0288: Banner Business Event Publisher (0288)
The Banner Business Event Publisher is a new integration component which allows events to be defined based on data changes in the Oracle database. Business Events are defined declaratively and published to one or more applications. Learn how application integration is now simplified in a standard way.
0287: Banner Enterprise Identity Services (BEIS) (0287)
Banner Enterprise Identity Services (BEIS) allow SunGard Higher Education applications to integrate with an Identity Management System supporting account provisioning and single sign on. This persentation will cover BEIS installation and configuration supporting a CAS SSO environment.
1199: Banner Enterprise Identity Services (BOF) (1199)
A discussion regarding all aspects of the Banner Enterprise Identity Services (BEIS).
0716: Banner Technical Forum (0716)
This will be a question and answer session with Banner Architects and senior developers.
1071: BEIS and CAS (1071)
Learn how Banner Enterprise Identity Services (BEIS) works with CAS.
0421: But We're Not Vanilla! (0421)
We all know that running the actual upgrade process is only half of the battle. The toughest part of any upgrade is figuring out just what was changed and how it will impact your customizations and integrations. Participants will learn what kinds of features are being developed to aid you in identifying those differences with specific delta reports and impact assessment tools.
0245: Distributed BANSECR_ security (0245)
This session will cover the creation of distributed BANSECR_ users. I will go over the creation of the users in Banner 8 as well as Banner 7. This session will also cover how to change ownership of Security Classes and Objects to security groups so you can limit what a BANSECR_ user can grant. Once this is implemented you have an audit trail of what a BANSECR_ user did as well as limit them from seeing very sensitive information (Institutional Profile). You could have one BANSECR_ user who can do everything, and one who can just put a user in a Security Class or remove them. This works really well when you have separation of duties. One very useful function is the ability to grant access to an auditor so they can view the Security Audit Tables as well as the Security Violation Log, but not have the ability to create or modify users. This way the auditor knows that they can get the information whenever they need it and they are getting it from the source. This has worked out very well for us.
0950: Duplicate PIDM Java Application (0950)
Manhattan College has developed a custom JAVA application to handle duplicate pidm merging. We use the application with our current Banner 7.x implementation. Our application allows you to view two pidms' worth of information side-by-side and choose how to merge or delete the data at the row or table level. Our application now supports Banner 8.
0271: Dynamic Messaging on Self-Service Banner (0271)
1078: Fine Grain Access Control for SPACMNT (1078)
As part of larger process designed provide Banner services for our Disability Access Center (DAC), IT staff was charged with finding a way to keep all DAC information confidential. Restricting access to the key disability tracking screen (SGADISA) was very easy. Blocking case notes was more difficult. The decision was made to use FGAC to mask all comments entered by DAC staff. Once developed the process has worked well in both Banner 7 and Banner 8.
0037: Load any Excel File into Banner (0037)
The presenter created CSV Loader in 2007, and it has been used numerous times in Advancement Services of College of St. Benedict/St. John's University (CSB/SJU) to mass upload Excel files into Banner. CSV Loader currently works with Oracle 9i and Oracle 10g. In an effort to centralize CSB/SJU data, CSB/SJU Advancement Services continuously import external data from spreadsheets and databases (including shadow databases) into Banner. The data can be in form of Event Attendance Records, Biographical Info, Prospect Info, Ratings, Special Purpose Codes, Special Activity Codes, Mail Codes, etc. Conventionally, SQL Loader would be used. However, it takes a considerable amount of time to parse a spreadsheet/database into control (CTL) files. CSV Loader is able to automatically parse a Comma Separated (CSV) file, derived from a spreadsheet/database, into a number of SQL insert statements. Through the user interface of CSV Loader, a user will be able to indicate in each CSV file column, the Banner tables and columns where that CSV column info should be recorded in Banner. The configurations can then be saved, so that at a later time, a user can just pull up the same configuration to import a similar spreadsheet/database.
0879: Oracle Fusion Middleware 11g (0879)
On July 1, 2009 Oracle released Oracle Fusion Middleware 11g release 1. This was a major release molding together various technologies. In this release is found, the much awaited, Forms11g and Reports11g. In this class exposure will be given to: Forms11g/Reports11g changes, impacts to the individual developers workstation, impacts to Banner, and forthcoming Banner object upgrade strategies.
0871: Pipes (0871)
Are you a plumber? Do you want to better understand current methods for correcting master bathroom shower leaks? Well then, this class is NOT for you; because we are not talking about those pipes. This class will discuss Oracle database pipes (DBMS_PIPE) and the Banner environment communication mechanisms that use the pipes technology. Banner General 8.3 modifications, that change these communication mechanisms to use Oracle Advanced Queuing (AQ) technology, will be discussed. We will examine how the AQ changes can enhance those Banner database environments that use Oracle RAC.
0256: The New Banner Development Methodology (0256)
Discussion on how SunGard Higher Education is going about developing our applications. Session could talk about the scrum process, user stories, new artifacts being produced (no more 100+ page specs), models and how we are involving clients. Session would also cover new terminology.
0348: The Upgraded Upgrade (0348)
SunGard Higher Education has been evaluating changing the upgrade and install process to ease the pain associated with this uneasy part of your year. We will discuss some of the methods we are planning to use to improve upgrade and installation processes across SunGard Higher Education products.
0494: There and Back Again, A Banner 8 Tale (0494)
This presentation will take the user on UNA's journey of upgrading to Banner 8 over a weekend. UNA's unique configuration of all Banner products and most UDC products made the upgrade process a challenge. How we planned, tested, involved functional users, implemented and succeeded. We will point out obstacles encountered and how we overcame them. This presentation is intended to be a technical overview and will be helpful to anyone who is facing this challenge.
1026: Unicode DBase, Western European Solution (1026)
The release of Banner 8 brought the Banner Community to the realm of Internationalization. In this regard, SunGard Higher Education has made available a Pro*C Rekey Toolkit to help in the transition to globalized software. At Wilfrid Laurier University, Waterloo, Canada, perhaps like many other institutions in North America, the decision was made to support only the English Language and, for the time being, only the Western European character set and not the entire UNICODE gamut. With this goal in mind an approach, elegant in its design simplicity and implementation efficiency, was developed and employed to convert the entire complement of, both, in-house and customized Pro*C applications. The converted applications are able to access the Internationalized UNICODE Data Base (Select, Update, Insert), but process the Western European Extended Ansi ASCII character strings using the standard C library functions to compare, copy, append, print, etc. The presentation will discuss the theory and the implementation details of this solution.
0034: Upgrading Pro*C to Banner 8 (0034)
This presentation is aimed at both new and current clients of Banner who need information and guidance in the task of upgrading customized Pro*C processes into the new Banner 8 environment. This upgrade task is unlike past version upgrades due to the changes to the database, which will require rewriting portions of existing Pro*C programs to be compatible with the new environment. The presentation will first outline the main categories of changes that are required, followed by specific steps and examples for each of the categories to successfully transform Pro*C coding that will function correctly in the Banner 8 environment. The intended audience for this class will be developers and other IT staff who want an idea of the specifics of what will be required in the Pro*C conversion task.
Banner Human Resources
1038: Demystifying the ERLR Flex Application (1038)
The purpose of this presentation is to provide the attendees with our experiences of what's involved in modifying Adobe Flex if you are using the Effort Reporting and Labor Redistribution module and want to make a few tweaks. In this presentation, George Washington University will provide steps for setting up a development environment, will provide a peek at the application framework, will show how to make a simple enhancement, and will provide an overview of the deployment architecture setup. We will also provide an overview of the deployment architecture at GWU and discuss the reasons why we chose that particular architecture along with tips to avoid the issues we encountered. Attendees will gain an understanding of the issues involved in modifying the Flex baseline code, how to review the code to understand where data values are derived, and how to use the logging capabilities of the application to assist with resolving issues.
0976: Financial Aid, HR/Payroll Integration - The Missing Link (0976)
As you know, the business of Student Employment is initiated in Financial Aid and has critical impact downstream into HR/Payroll. Connecticut College created a customized business procedure for the functional owner in HR to run (in audit or update modes) against the HR/Position Control base tables in order to provide our HR department with a campus solution. Our process packs hundreds of hours of data entry and overtime into a few short seconds. The added value is twofold (1) closes the gap on accurate data entry and (2) saves the institution the cost of manual entry for thousands of Student Employment Authorizations (SEA). Included in this presentation will be our error trapping and exception reporting, upgrades to the baseline employee table, summary reports, SEA edits to active jobs during the payroll period, and the impact on Web Time Entry. Lessons learned will also be presented.
0993: How'd They Do That? (0993)
How did they do that?! In this presentation, Temple University will share our unique Luminis Portal integrations with Banner HR and Banner Finance Finance. We will highlight integrations and customizations such as launching a Banner Workflow process from Self-Service and external web sites, plus how we customized the Paystub view in Banner HR to look more like an official document. In addition to a demo of the features, there will be quick overview of the code behind the scenes.
0681: Supplemental Data Engine Use Within HR (0681)
At the University of Illinois, we have found the Supplemental Data Engine (SDE) highly useful within Banner HR. During our upgrade to Banner 8, two vastly different needs were identified and both were easily resolved using SDE. This session will discuss our use of SDE for both E-Verify and Race and Ethnicity. We will review our set-up, the obstacles we encountered, how they were overcome, and our successful implementations. We will share our standards and how we use Fine-Grain Access Control (FGAC) in conjunction with SDE for data verification.
0270: Tackling Banner HR 8 Test Plans (0270)
In this session, the University of Illinois Banner Human Resources team will review their Banner HR 8.x test plans. Included will be the planning, writing, tracking, and execution of those test plans. During our recent upgrade from Banner HR 7.3 to 8.1, we tested over 150 patches and defect corrections. Additionally our team wrote and executed test plans for high use forms, non-baseline mods, and local mods. Our method allowed a large team to participate in the testing without overlap or confusion. Additionally, as decisions were made throughout the project, we were easily able to identify functionality to retest. Come hear how we accomplished our test plan goals, what our test plan template looked like, and highlights of sample test plans from our Banner HR 8.1 upgrade.
0188: Things I Wish I Knew about Banner HR (0188)
In this session by the University of West Florida, you'll learn about some of the lesser known cool features in Banner HR and how to use them. Topics include: * how to set up Electronic W2's; * how to utilize the Race and Ethnicity Self-Service Survey; * how to give mass salary increases to a group of employees; * how to get employees and approvers to complete their responsibilities for Web Time Entry; * how to download data from Banner forms directly into Microsoft Excel; * how to search for a Banner Form when you don't remember the key letters; * and a few more!! Join your peers for a look at some of these handy features in Banner Human Resources!
Banner Operational Data Store (ODS)
0977: Advanced ODS Management Techniques (0977)
Learn several advanced techniques that are currently in use at the University of Notre Dame which can be used to help simplify and streamline your nightly ODS refresh and load cycles. Learn how to leverage internal ODS data to help you better manage your ODS environment. Specific topics of discussion will include the following: - What does my nightly load/refresh cycle look like? - Track module and job performance and identify potential problem mappings. - How to identify -- and stop loading -- unused ODS tables. - Three techniques to build or modify jobs to suit your environment - IA_ADMIN interface - Native SQL - MGKTLIB - Mining the treasure within the IA_ADMIN tables - load/refresh performance of specific mappings or entire jobs - views that can drive performance metrics reporting dashboards - analyze mtvparm settings - analyze ODS module metadata
0169: ODS 8.2 - Experiences from a Beta Tester (0169)
Get the first hand experiences from an ODS 8.2 Beta Test Site. Overview architectural changes and how well they actually worked. Will also cover install tips, testing and performance comparisons. If you're thinking of moving to ODS 8.2 you won't want to miss this one!
0302: ODS Tips, Tricks, other Fun(ctions) (0302)
Tracking performance of your loads and refreshes, working to meet end-user needs, applying upgrades and patches, an ODS administrator's work is never done! ODS provides an opportunity to use all kinds of techniques from writing new views of delivered tables, creating custom functions, the list goes on. Join Jim Carter from SunGard Higher Education and Karen Funston from Colorado School of Mines to learn some of the techniques (including quick-and-dirty work-arounds) that have been useful to track how your ODS is working and may make it easier for you to fulfill some of your end-user requests more easily. This presentation is designed with developers and dba's in mind.
0289: Report, Plan & Audit using ODS @ KCCD (0289)
This presentation is for Management and BANNER Functional & technical users who use or are considering using ODS for their reporting needs. We use Oracles Discoverer Plus as our tool for accessing the data. We will show how KCCD relies on ODS for its reporting, budgeting and strategic planning as well as some HR/PAYROLL auditing needs. We will show how we utilize the ODS baseline business areas and how we have capitalized on those areas and added our own customized views, tables, and functions to meet the needs of our users in a timely and efficient way. Examples of HR/PAYROLL reports, BUDGET building reports, Strategic planning reports that assist our decision makers with innovative ways of enrollment management will be discussed. We will show how we have linked ODS tables and views to non-BANNER tables and also some BANNER production tables and views to meet user needs. We will discuss our strategy on deploying ODS and how this has had an effect of reduced demand for IT services with a higher level of end user satisfaction. We will touch upon some of the things you should do or not do for your ODS implementation based on our recent experiences.
0830: Use of Oracle Streams with ODS 8.2 (0830)
This panel discussion is geared towards the changes implemented in the ODS 8.2 release. Topics for discussion will include the implementation of Oracle Streams, the new ODS architecture, materialized views functionality, and any other enhancements for the 8.2 release.
Banner Performance Reporting and Analytics
0420: Business Intelligence (BOF) (0420)
As analytical decision making and assessment become a requirement for Higher Education it is challenging to know how technology fits in. In this non-technical Birds-of-a-Feather session with other institutions we'll discuss how to define and justify Business Intelligence. Topics will include joining technology with strategic plans, creating a culture of analytics not anecdote, and return on investment (ROI).
0427: Creating Decision Centers (0427)
Bridging the gap between BI Professionals and non-BI professionals is one of the greatest challenges of any Business Intelligence program. Decision Centers create a conduit that can be used by those in need of information to communicate to those who provide the information. This creates a link between business strategies and tactics, the information required to support them, and the technologies used to deliver information. This session will be an introduction to Decision Centers and the components that comprise them. An expanded review of the methodology used to develop Decision Centers is the focus for much of the session. A brief look at where this process fits into an overall strategic plan for information access will be included as well.
1008: Effective Information Dashboards (1008)
Dashboards and scorecards are multilayered performance management systems, built on a business intelligence and data integration infrastructure, that enable organizations to measure, monitor, and manage business activity using both financial and non-financial measures. This session will discuss best practices for operational, analytical and strategic dashboards using higher education examples
0942: Extending the ODS and EDW (0942)
This session will demonstrate recommended approaches for extending the ODS and EDW. With notable changes to the underlying architecture for both solutions, it is important for users to understand how to most effectively extend and configure these solutions to most appropriately suit their reporting needs.
0928: New ODS and EDW Architecture (0928)
This presentation will detail the architectural improvements made to the ODS and EDW solutions. Topics specifically convered will include the incorporation of Oracle Streams into our solutions, steamlining of processing, and an increased focus on extensibility for our clients.
0528: ODS & Argos Simplify Information Access (0528)
Evisions Argos, Enterprise Reporting Solution, is the proven application for rolling out reporting to all users on campus quickly and simply. Argos comes with over a hundred reports ready to use with the ODS as well as an active Higher Education user community to collaborate with on report development. With unlimited users, user types, and an easy-to-use environment everyone can answers questions fast! This session will show numerous clients utilizing Argos and the ODS in all stages of implementation.
1057: Solve Business Questions with ODS/EDW (1057)
This session will show examples of using ODS/EDW in different functional areas to solve practical and daily business questions.
0996: SunGard Higher Education's BI Strategy and Direction (0996)
This presentation will provide an overview of the SunGard Higher Education Business Intelligence vision and solution roadmap, including it's value to institutions, features, technical architecture, and planned enhancements in coming releases.
1065: The Path to Analytics (1065)
Now that you have all of the BPRA products, it’s time to start getting a return on your institution’s investments. One of the main tenets of analytics is that your staff needs to spend more time analyzing data than preparing, writing, and ultimately creating multiple versions of the same truth. In order to stay ahead of the game and respond to rapidly evolving situations, institutions are being asked to look at more than just the number of admitted students and lists of donors. By utilizing the ODS and EDW with Cognos, institutions can gain new insights into what is truly going on with their business practices in an easy, efficient manner without ever using a spreadsheet. This session will focus on atypical reporting using Analysis Studio and Cognos PowerCubes, and the steps that need to be taken within IT and the institution as a whole to turn all of your information into the facts behind a decision.
0465: Banner Integration for Campus Housing (0465)
Progress to date overview for bi-directional integration of (Adirondack Solutions') campus student housing and judicial management application suite with Banner ERP using Banner Web Services. As of August 2009 two of three campuses at the Univ. of Alaska have moved their campus student housing processes into a Banner-integrated application software suite. The realized value of ERP data being available in and controlled from an ERP-external application in near real-time is so great that the university's IT dept. is accumulating too quickly in-bounds and out-of-bounds data integration requests from their campus housing customer, accompanied by application user interface design change requests levied on Adirondack Solutions, Inc. This proposed presentation is also a beta partnership and implementation lesson's learned report to SGHE clients who've been poised to obtain this particular solution, or similar richly integrated solution.
0252: Current Curriculum - SQL and PL/SQL Old and New (0252)
Detailed SQL and PL/SQL codes to explain how to extract the Current Curriculum (Primary and Secondary majors etc.) in LCUR/LFOS. How to format the report to one record per student. And how to compare the discrepancy between LCUR/LFOS and SGBSTDN.
1117: eTUSC, a Web 2.0 Class Scheduler (1117)
One of the biggest challenges for any registrar's office is creating the class schedule for a new academic term. At the University of Notre Dame, our process involved two rounds of feedback gathering from deans and department heads across the campus, with days upon days of intensive data entry in between. Reams of paper were wasted, and valuable staff time was needlessly consumed as handwritten notes were entered manually into INB. eTUSC (eletronic Tenative Undergraduate Schedule of Classes) is a web application that dramatically improves the process of defining a class schedule. Using eTUSC, not only do we at ND save time and money, but we also provide users with data and functionality that was difficult or impossible to introduce into the paper process. Come for an overview of how Notre Dame integrated cutting-edge Web 2.0 technology with a deep understanding of Banner Student business processes to create this killer app.
0638: Inputting Class Schedules Without INB (0638)
SUNY New Paltz's Schedule Manager is a Web application that allows academic departments to input their class schedules each term without having to use Internet Native Banner (INB). This application improves institutional performance by empowering users who may not be familiar with INB, providing a simplified interface for them to work with only the information they need. It also eliminates a time consuming paper process, thereby reducing the workload of the Registrar's Office. Schedule Manager, which was originally written for Banner 7 but is currently working with Banner 8, consists of a PHP front-end with all business logic contained in PL/SQL packages in the Banner database. Banner APIs are used to modify Banner data. This session will cover technical and functional aspects of this application from the planning stage through development and into production. User experience from both academic departments and the Registrar's Office will be discussed. SUNY New Paltz has been using Schedule Manager since January, 2009. They have been live with Banner since Summer, 2007. This session is intended for technical users who are interested in custom applications for schedule management as well as functional users who work with Banner's course catalog and class schedule.
1107: Optimizing your Queries using OEM (1107)
Learn about how Drexel used Oracle Enterprise Manager's tools to optimize its report queries. Tuning SQL queries can be very complex. OEM's Tuning Advisor helps with collecting stats to improve performance, sql structure analysis to suggest improvements, and access path analysis to help with indexing.
0436: Six Tricks for Slick Geeks (0436)
When Tuning Fails: Low-Tech PLSQL techniques for improving (and measuring) elapsed time for adhoc and batch procedures, in cases where Oracle Tuning is not working or is impractical. Focus is on Banner Student, but can apply across modules. Looks at minimizing I/O by using PLSQL Tables, sparse arrays, character indexes and nested tables and manipulating the indexes of these object. Also looks at use of TIMESTAMP and INTERVAL datatatypes for elapsed time measurement. Emphasis is on simplified examples rather than syntax. This presentation is aimed at PL/SQL programmers.
0327: So They Want Imaging in Student (0327)
This is a technical presentation that highlights the steps required for an administrator to implement document management in ApplicationXtender with either a pre-defined or new application in the Banner Student Module. We will discuss the design considerations, document types, context rules, index fields and shared key references necessary to setup an application. There will also be a discussion of the relationship between the various ApplicationXtender products. Attendees will also learn how to define and configure application security for users, groups and documents using profiles. Tips will also be given on how to use the SunGard-supplied re-baselining scripts to synchronize index fields.
0714: The Tape Load Processing - Top to Bottom (0714)
This presentation will use a detailed cookbook approach to loading the ETS GRE and TOEFL test scores. The Sungard process will be used. We will entertain the process including set-up, loading SOATEST, and monitoring all outputs. Table relationships will be discussed. Special detail attention will be placed on using multiple priorities in Common matching and processing flows. This presentation will be very detailed, but complexity will turn into simplicity. Please come to share, react, and interact with your experiences.
0859: Advanced Workflow Topics (0859)
This session covers various usage and deployment scenarios to put some more mojo into your Banner Workflow. Topics include the new identity management options made available in Workflow 8.x, document handling with custom activities, web services, and other tips to make your business processes ROCK!
1058: Banner Access Request Workflow (1058)
Portland State University has developed a Banner Workflow model for the electronic routing of Banner Access requests (eBAR) replacing the cumbersome paper form routing process. The eBAR request is invoked from an intelligent, conditionally pre-populated, Banner Self-Service form. Parameters are managed using a cross-reference technique to populate the workflow event. The workflow is dynamically routed through different layers of approval (both in-series and in-parallel). The workflow automatically creates a workflow account if one does not already exist for an approver and assigns the appropriate workflow role. The eBAR request is ultimately routed to IT where a new Banner account is created (if necessary) and the approved access is granted. In addition to presenting the eBAR workflow model, we will also discuss the set-up of organizations and roles within workflow, and techniques we developed to enhance the workflow product allowing us to implement checkboxes, dynamic pull-down lists and form validation. This presentation is targeted toward the experienced functional user and any functional/technical staff involved in workflow modeling.
0718: Banner Workflow Kickoff (0718)
Join SunGard Higher Education as we kick off Summit 2010 with an overview of what's new for Banner Workflow in the last year and what is to come. We will also be highlighting the various Workflow sessions that you will find throughout the conference.
0459: Integrating BDMS with Banner Workflow (0459)
The purpose of this presentation is to describe the planning and development phases of a project that uses Banner Workflow and Banner Document Management Suite (BDMS) to route tasks and documents relating to the process of reviewing and approving new course proposals. Session participants will learn how Langara College identified a business process that could be enhanced by combining workflow and document management functions, how the workflow was developed, and the method of linking tasks to documents in BDMS. The presenter will describe how the existing paper-based new course approval process was translated into a workflow and explain the design decisions for using certain Workflow component types rather than others. She will also describe how linking documents in BDMS to Workflow tasks was achieved.
1029: Intro to Banner Workflow (1029)
Are you considering implementing Banner Workflow for the first time? Is it being used on campus in other departments and you'd like to to learn more about it so your department can be as successful? Come learn about Banner Workflow, its features, terminology, example ways that clients are using it, and other details to bring yourself up to speed on this exciting product. This session will be beneficial to any functional or technical staff who want a primer on how best to apply Banner Workflow on their campus and processes.
0956: Overwhelmed with Over-Awarded Aid? (0956)
The University of Denver has tackled the issue of managing student aid packages within a departmentally de-centralized awarding structure with the help of Workflow. The Office of Financial Aid and Administrative Information Systems teams worked together to develop a way to flag students needing award adjustments, deliver the issues to the correct aid officers, and facilitate communications between the Office of Financial Aid, Bursars Office, and students during the process. Workflow helps us track the progress of adjusting student aid and notifies all participants of any actions taken. We will discuss the issues we face with departments outside of Financial Aid who award aid, demonstrate how our Workflow addresses those issues, and show you the tools needed to implement a similar process at your own institution. Functional users of the Banner Financial Aid module and Technical staff will benefit from this presentation.
0425: Using HTML with Workflow (0425)
Using HTML in workflow can enhance the presentation of information by providing a more natural and professional appearing display. Use of HTML in Workflow forms and e-mails can offer additional flexibility in layout and design in an area where the base product is limited. This presentation will show what HTML can do for your Workflow, where it can be used, and how to use it. It will also provide some ideas, tips and show some of the limitations in the use of HTML with Workflow. This session will be most useful for hands-on Workflow users or developers that routinely use the modeler and for those interested in seeing the possibilities of using HTML for their form and e-mail design. Technical level is fairly low, although a passing knowledge of basic HTML concepts would be helpful.
0164: Why Workflow is Faster Than You Are (0164)
In December 2008, Pima Community College embarked on a mission to automate and enhance the Colleges adjunct faculty contract approval process using SunGard Higher Education's Workflow. Because Pima Community College has six campuses, one district office and approximately 1300 adjunct faculty there was a significant need and college-wide demand to speed up and simplify the out-dated paper approval process. This presentation will focus on the elements of discovery, planning, design and implementation of a complex but beneficial workflow. Our unique discussion will identify efficiency improvements to contract processing and administration. We will discuss the elements of Pima's implementation of Workflow for Contract approvals, including: project administration, analysis of the previous approval process, design and testing of the new workflows, training, maintenance, and lessons learned along the way. The presentation is intended for staff and administrators with or without technical backgrounds who are considering implementing Workflow to automate any approval processes at their college or university; not just adjunct faculty contracts. Participants will leave the presentation with a better understanding of how Workflow can be used for automating approval processes, as well as enhancing communication, creating consistency across campuses and simplifying the process for staff, faculty and administrators.
0734: Workflow (BOF) (0734)
Join other Banner Workflow users in a Birds-of-a-Feather session. Share your good ideas for using Banner Workflow, and learn something new from your colleagues in the world of Banner Workflow.
0216: Flex, Spring, Ajax - Common Technologies (0216)
1177: Infinity Platform A to Z (1177)
In 2006, work on a program to facilitate and discover software assets at SunGard was initiated. It later became known as Infinity. Infinity is designed to facilitate collaboration by providing visibility to assets, allowing for governance and registration, and collecting and categorizing assets. Infinity contains a complete utility computing infrastructure and then provides the facilities to procure and eventually provision services on-demand. Most of the functionality in Infinity is process driven using BPM. The Infinity infrastructure is also used by SunGard for a modern approach to hosting and subscription offers. This platform and its capabilities will be covered in detail in the session. The information will be presented from a perspective of "why did SunGard do this" rather than just using technology as the basis. The session can be attended by technical and functional roles as both aspects will be covered.
0711: Mobile User Experience (0711)
Review and demonstration of what SunGard Higher Education is doing to deliver a Mobile User Experience.
2007: Office 2010 and Cloud Services for Education
Office 2010 is just around the corner. Attend this session to learn about the many new features in Office that address your administrative and educational challenges. New features in the Office suite and new Office Web Apps will improve collaboration, interactivity, and help faculty deliver engaging content and users from students to analysts to visualize complex problems and concepts. This session provides an overview of SharePoint 2010 covering end user features and presents the new, enhanced communication and collaborative capabilities including cloud-based integration. As the tools are tied closer to communication, content management, business insights, and search capabilities, social computing in SharePoint 2010 will allow users to be more productive and efficient within their web browser or mobile devices. Expect to see a lot of demos of some of the new features that Office 2010 has to offer.
0887: Open Digital Campus Technical Forum (0887)
Join SunGard Higher Education clients and staff in a relaxed environment as we openly discuss our Open Digital Campus strategy. This will be a question and answer session with the Architects who are defining the Open Digital Campus vision and strategy.
0897: Open Digital Campus Technical Road Map (0897)
Please join SunGard Higher Education for a discussion on the technical road map of the Open Digital Campus vision and strategy. In this session we will provide an overview of key technical facets that contribute to our Open Digital Campus strategy.
0499: Project Horizon Technical Forum (0499)
Project Horizon is SunGard Higher Education's effort to modernize the user experience for the administrative side of Banner. We realize there will be lots of questions and want to provide ample time for questions and answers for Project Horizon.
0498: Project Horizon Technical Overview (R) (0498)
Project Horizon is SunGard Higher Education's effort to modernize the user experience for the administrative side of Banner. In this session we will discuss the goals of the project, the steps to prepare for the new architecture as well as demonstrate our current progress.
0932: Project Horizon Technical Overview (R) (0932)
Project Horizon is SunGard Higher Education's effort to modernize the user experience for the administrative side of Banner. In this session we will discuss the goals of the project, the steps to prepare for the new architecture as well as demonstrate our current progress.
0315: SDE: More than Comments and Descriptions (0315)
The Supplemental Data Engine (SDE): More than Comments and Descriptions Have you ever wondered where and when to use the Supplemental Data Engine in Banner? Do you find it hard to define practical uses for the SDE at your institution? The University of Denver (DU) tackled these questions and found that the SDE can be used for much more than storing extra comments and descriptions. We use the new tool to increase form functionality as well as a tool for data processing in our Advancement, Student, Financial Aid and HR/Payroll modules. Our presentation will detail how DU uses the Supplemental Data Engine in nightly processing, workflows, and as a place to store the data youve never quite found the right place for in Banner.
0936: Service-Oriented Architecture (SOA) 201 (0936)
We've talked about what Service-Oriented Architecture (SOA) could do for an institution before, but only scratched the surface. Where have schools gone with SOA over the last year and what are we doing to further enable the Service-Oriented Institution? Come to this session to review case studies and learn more about the technologies and techniques being employed to bring SOA to life both at SunGard Higher Education and at client sites.
0746: SOA Integration Strategy (0746)
Come and learn SunGard Higher Education Services Oriented Architecture (SOA) strategy. We will discuss why this is important and what problems it solves. We will discuss SOA enabling technologies and which ones SGHE will provide with their applications.
1176: SunGard Higher Education's Technology Strategy - Three Layers Deeper (1176)
This session will cover deeper and more specific details of what SunGard Higher Education is doing with technology strategy. A schematic approach will be taken to look at the architecture and the techniques being taken to develop our solutions. Emphasis will be placed on how you would and where you would work with the technical stack in conjunction with what you are doing at your institution.
0828: Taking Banner into the Clouds (0828)
Over the past couple of years Florida Keys Community College has been moving to a virtualized environment. We currently utilize Virtual machines for Relationship Management, Cognos, ODS/EDW, and Degreeworks. For this presentation, I will chronicle our attempts at creating a private cloud with VMwares vSphere 4 . This private cloud will consist of an internal cloud hosted on campus and an external cloud hosted offsite. On this private cloud, I intend to have a test instance of all our Sungard and related products. I will evaluate the effectiveness of using the external cloud as a disaster recovery site. And I will describe different methods of creating a High Availability or Fault Torre lent environment for banner on the VMware platform.
0751: Understanding AJAX (0751)
0318: Using SharePoint for Collaboration (0318)
Go beyond Best Practices to Execution, and stop drowning in your Inbox! Many institutions have purchased SharePoint, and have installed it, but this is only the beginning. We will demonstrate the processes, tools, templates, training and governance plans that take your Community from ideas through to execution. You will see how the promised benefits of SharePoint can be realized in terms of an increase in productivity, reduction in email traffic and more constructive, relevant communications, which therefore produce real results.
0497: What's on the Horizon? (R) (0497)
Project Horizon is SunGard Higher Education's effort to modernize the user experience for the administrative side of Banner. This session will discuss our upcoming release of Banner and explain what it will mean to you and your institution.
0920: What's on the Horizon? (R) (0920)
Project Horizon is SunGard Higher Education's effort to modernize the user experience for the administrative side of Banner. This session will discuss our upcoming release of Banner and explain what it'll mean to you and your institution.
Help Desk Services
0661: Banner & Luminis Web Tools For Helpdesk (0661)
The goal of this proposal/presentation is to demonstrate and stimulate ideas toward the development of tools that can extract information from Banner, LDAP, and Luminis systems, and integrate this data in an easy to navigate central location. It is specifically targeted toward Portal administrators, Helpdesk users, and front line personnel. Recently Edison State College experience a record enrollment semester and as such our student support offices were overwhelmed. As most users of our systems were only trained on their specific area, students did not receive an optimal level of support and were forced to visit multiple support areas. During times of peak enrollment and registration, by using our application, users are now able to deliver a higher level of support and general information without having to be given detailed Banner and Luminis training or specific form access. We offer support staff and helpdesk users the ability to view data from Banner 8 and Luminis 4 such as course enrollment, financial aid, admissions summary, transcript history, holds, and account overview without actually having to log into each system. The application also allows helpdesk to manage accounts, reset passwords, and troubleshoot Banner / Luminis integrations.
0352: Birds-of-a-Feather "Migrate" Together (BOF) (0352)
Come share with fellow installers your best tips and tricks for getting through an install or upgrade process. Further discuss with SunGard Higher Education representatives your thoughts on ways to improve software install/upgrade processes.
Luminis Content Management
1114: 3 Good Ideas (1114)
Meet 3 web developers who will each demonstrate how they improved their institutional web presence by leveraging SunGard's Luminis Content Management System 3.4. This session is intended for all audiences and will cover topics of interest for a wide range of experience levels. Join us for open discussion as well as expert-panel Q&A.
1085: Advanced LCMS Templates (1085)
Content contributors want to create interesting pages, but may not have the savvy for complex designs. This session covers techniques for creating rich, flexible LCMS templates. Topics will include using Ajax for managing a page layout, pushing index information to a relational database, pulling information from a Banner report and from LDAP, and other techniques to make your templates sing. This session is targeted towards LCMS template developers, but may also have value for anyone wishing to incorporate content from elsewhere into LCMS. Ithaca College went live with LCMS 3.1.2 in August of 2006 and are currently upgrading to LCMS 3.4.
1028: Luminis CMS (BOF) (1028)
Come join your peers to discuss tips, tricks, and traps to avoid when deploying Luminis CMS. This Birds-of-a-Feather (BOF) session allows the live, implementing, or just curious to interact. Also, SunGard Higher Education staff will be on hand to facilitate and answer questions.
0695: Making Use of that Mysterious XML (0695)
You may have noticed that LCMS publishes XML along with your HTML, PHP or JSP webpages. You may have simply ignored these files, or done your best to hide them until now. At NJIT we have found some ways to make use of these mysterious XML files and we would like to share our ideas. I will welcome technical and none technical, users and non-users, young and young at heart. We are currently using 3.3 of LCMS and I have been working with LCMS 3.x for 3 years.
0997: What's New in Luminis CMS (0997)
Come learn what's new with Luminis CMS and what's on the horizon. This session will provide updates on recent and coming product releases and allow attendees to interact with SunGard Higher Education product management and others responsible for Luminis CMS and web publishing direction and support.
0471: Wind Templates and Air Content (0471)
This program will present best practices and lessons learned installing, training, migrating, and marketing the Luminis Content Management System (v 3.3.1 three years) at one medium-sized university. Those new to LCMS or those with limited resources and staffing will benefit from this "where do I start" and "finished product looks great" voyage through the LCMS implementation process.Time and attention is given to recommendations on how to do more with less for colleges and universities with smaller IT units and fewer resources for training and migration. Intended audience would be smaller and medium-sized academic institutions who are thinking about, or have just recently begun the implementation process.
0235: Banner Channel Technology (0235)
Ever wonder how Luminis Banner Channels work (like Academic Profile, Advisor Dashboard, and Time Reporting)? With this session, you will learn how to write your own custom Banner Channels. Technologies include Oracle PL/SQL, WebTailor, Luminis Portal Admin, and XSLT/XML.
1000: Banner Channels in Luminis (1000)
What are the specific touch points between Luminis and Banner for activating the Banner Channels in Luminis. We will discover the distribution of workload between the Luminis administrator and the Banner DBA. In addition an overview of the integration of Luminis 5 and Banner.
1003: Building a Mobile Portal with Luminis (1003)
With millions of students carrying mobile devices, your University needs to adapt to an increasingly wireless world. Learn how Hofstra University leveraged the power of Luminis Portal to provide mobile services to their community.
0171: Cisco Load Balancer and Luminis (0171)
This presentation is intended for a technical audience, and outlines the steps taken by the University of Oklahoma to successfully deploy their Luminis servers in a load balanced environment with SSL off-load. This presentation will include a brief overview of the network environment in which the system is deployed, as well as provide detailed configurations use on a Cisco CSS 11500 series load balancer equipped with SSL off-load modules. Though the details of the presentation are specific to the Cisco load balancer platform, the configurations can be adapted to work with other hardware load balancing platforms.
1102: CM of Luminis Environments (1102)
Luminis Platform is a complex system with many settings that affect its behavior. To ensure confidence in configuration changes to production environments we have found that a stage environment is valuable for testing proposed changes. Some institutions may also wish to have an environment dedicated for use by software and web developers. With multiple environments to maintain, the challenge of tracking proposed and actual changes can be great. At Pima Community College, we use Mercurial to track our configuration file changes in each of our environments. The way our repository is configured is specific to our environment but could easily be adapted to other schools. We have at the top level of the repository a directory for each server. In the repository, commits identify who made a change and when and why it was made.
0692: Communities in Luminis Platform 5.0 (0692)
A Community in Luminis Platform 5.0 is a powerful tool for allowing campus constituents to come together in an on-line experience. This session will show you how to create a community, and the tools you can use in creating a content rich socially interactive site within Luminis Platform 5.0.
0663: Course Photo Rosters in Luminis (0663)
Review Seton Hall Universitys development project that provides faculty the ability to view student photos, along with their online class rosters within our Luminis Portal. We opted to use Active Directory, available to all university applications, as the common storage for photos, and via a query to Banner we display a faculty course assignment for three semesters--last, this and next. Each course provides the student roster, which includes basic student information and student photos.
1010: Custom Portal Groups Made (somewhat) Easy (1010)
Temple University has developed a method to easily add custom, non-standard groups to the Luminis portal. These groups are updated twice daily and the process can read data from any standard database. In the presentation, we will review the overall process, the technology behind it and a corollary system used by upper management review group membership and system access to the majority of systems and databases at the university.
1020: Disentangling Campus Scoop via Luminis (1020)
0768: Dynamic Permission Management in Luminis Platform 5.0 (0768)
Luminis Platform 5 extends the "fine grained access control" model of Luminis Platform 4 with a generalized dynamic group manager and permission manager. Luminis administrators will be able to use a wide variety of user attributes and membership operations to create dynamic, complex user groups that can be used for permission management and application targeting. This security mechanism is also integrated with the Liferay Portal to manage and secure portal and portlet operations.
0704: Gmail, Luminis and Banner Statistics (0704)
Interested in tracking Gmail/Luminis/Banner statistics about your students, faculty and staff? We will show you how to do it! This presentation will be of interest not only to Information Technology implementers but also to administrators and faculty who want to learn how effective your school's Luminis portal is with regard to adoption by your population. In the first part of the presentation we discuss what kind of statistics you can get and during the second part we will explain how to actually retrieve the data and compile the statistics. Some of the statistics we compile include: total Luminis accounts by students/faculty/staff, how many Luminis accounts have been used at least once, current semester vs all semesters combined, total Gmail accounts, how many Gmail accounts have been used at least once and much more. We will explain how we were able to gather data from Gmail using the Google Reporting API, from Luminis through its LDAP directory and from Banner through its Oracle database. These techniques and many additional data types can be customized to suit your needs. Best of all some of the tools are free and open source. We look forward to seeing you at our presentation!
0983: How Stressed is Your Portal? (0983)
Is your portal sluggish? Do portal users complain the portal is too slow and/or freezes? Does your portal frequently crash? If you answered yes to any of these questions, your portal may be STRESSED and we can help. Come learn the latest scalability, performance and overall reliability best practices. See how other clients have deployed high performing portal resulting in record level concurrency numbers. Walk away with a plan on how to improve your environment with a Luminis Technical Services portal check-up. Institutions rely on the Luminis Platform to provide a single access point for critical information and applications including Banner, e-mail, learning management systems, community and collaboration academic and administrative systems. Major institutional events such as open registration, the first day of classes, and the posting of grades often generate peak loads well above normal daily use. Institutions need to feel confident that their Luminis Platform systems can effectively handle the expected loads, particularly during times of peak usage.
0305: Implement or Migrate - Our Path to Luminis 4 (0305)
Xavier University recently completed a fresh implementation of Luminis IV on new hardware and a new operating system. The decision was made early on in the project to pursue a fresh implementation vs. a migration project. This session will explore the reasons behind this drastic decision, the pros/cons of each choice, the issues & concerns we faced, an overview of how we approached the upgrade, and some lessons learned during the project. While some specifics to the implementation of Luminis IV will be discussed, the session will certainly be helpful for those contemplating a similar decision for future Luminis versions. A basic understanding of the Luminis platform is helpful, but not required.
1083: Luminis Alerting and Monitoring (1083)
Luminis Platform is a core component of the web infrastructure at Pima Community College. The college has around 1,000 simultaneous Luminis Platform sessions during most days. During peak usage the simultaneous sessions have risen above 1,600. As demand for the web portal has grown, tolerance by users of downtime or slow performance has shrunk. This has created a need for monitoring systems which alert when there are service outages, warn of capacity concerns, and track performance and usage metrics over time. PCC has implemented Nagios and Zenoss to serve these functions. Zenoss provides an effective means of tracking system performance and usage metrics over time. These metrics are tools used to gauge the popularity and reliability of our portal and its Single Sign-On connected services.
0448: Luminis Logger (0448)
Need quantitative data on how often users are accessing your campus portal in a given day, week, or month? On a typical weekday what percentage of your students login? Is your newly created alumni portal being used? Luminis Logger can report on your portal's total logins, logins by role, unique logins, percentage of users logging in, when a specific user logged in last, etc. Luminis Logger is a Lehigh University homegrown application. It is built with a goal that it can be easily deployed by other institutions. Luminis Logger is written in JSP making it simple to add to your existing portal's webserver. All source code will be provided along with installation instructions. Knowledge of the portal's LDAP and portal's DB will be helpful, but not absolutely necessary. Luminis Logger will need the addition of a few server side scripts and a few custom tables in the portal database in order to reap its benefits. Luminis Logger is designed for use in Luminis 4.x running on Solaris or Linux. Some customizing would be needed for those running Luminis 3.x or Luminis 4.x on Windows.
0909: Luminis Platform 4.x Best Practices (BOF) (0909)
In this session, we will discuss the significant work and enhancements provided by engineering over the last 2 years. New features and insights will be presented in detail. Also included will be some highlights of successful schools and innovative deployments. The presenter has been a member of the Luminis Platform 4 engineering team since 2006, and has been involved in sustaining engineering for LP4.x for the last two years.
0927: Luminis Platform 4.x Globalization (BOF) (0927)
Globalization is a combination of Internationalization (i18n) and Localization (L10n), which together allow a solution to be deployed in multiple country/language combinations (locales). The Luminis Platform 4 solution can be deployed in locales other than United States English, and one installation can support multiple languages. This session will first define the terms, and then discuss the work which has already been done to support installations of LP4.x around the world. Also included will be a complete description of the steps required to deploy a new locale. We will discuss best practices, successful implementations, and remaining problems and challenges.
1013: Luminis Platform 5.0 Architecture and Installation Considerations (1013)
Share the new Luminis Platform 5.0 technology, possible portal architectures, and considerations for installation and configurations of Luminis Platform 5.0.
0762: Luminis Platform 5.0 Clustering: Performance, Availability, and Monitoring (0762)
Luminis Platform 5.0 incorporates the Terracotta distributed object caching system to enable seamless clusterability for performance and availability. Terracotta maintains cache coherency and allows data sharing among the cluster so that changes propagate among the nodes automatically. Administrators and IT managers will learn how Luminis Platform 5.0 will be deployed with Terracotta to provide higher performance, a seamless virtual environment, and transparent failover. Management tools will be presented for dynamic configuration and remote cluster monitoring.
0795: Luminis Platform 5.0 Implementation Services (0795)
Luminis Platform 5.0 brings new technology and exciting new features and functionality to the Luminis Platform. Learn about SunGard Higher Education's revised implementation services for a successful Luminis Platform 5.0 deployment. Topics will include both functional and technical implementation services.
0918: Luminis Platform 5.0 Portlet Development Overview (0918)
Current Luminis IV and proposed Luminis 5.0 make use of portlet technology to deliver contents to user via portal technology. This session will explain the portlet technology and its use in Luminis. This session will detail out the development, testing and deployment of portlets using industry standard mechanisms.
1244: Luminis Platform 5.0 Technology Overview (R) (1244)
Luminis Platform 5.0 technology architecture overview presents the components involved and the relationship and purpose in the components int he system. Specific topics covered will include Service Oriented Architecture, Rich Internet Application use and integration of external solutions.
1221: Luminis Platform Kickoff (1221)
Luminis Platform is a market leading portal and web services delivery platform from SunGard Higher Education. This session will provide product strategy and direction information as well as a demo of the latest Luminis Platform solution. With over 700 clients, Luminis Platform is a critical Open Digital Campus technology component and continues to drive innovation and value for institutions of higher education world wide. Come learn about the latest Luminis Platform releases as well as future areas of interest. Archived sessions include PowerPoint Presentations only
1030: Luminis Portal in a Web 2.0 World (1030)
With a focus on more intuitive user interfaces, social networking, and end-user empowerment, its easy to see why the phrase Web 2.0 is on everyone's lips. Learn more about this critical web technology and see how Hofstra University leveraged the power of Web 2.0 and SunGard Higher Education's Luminis portal to greatly improve the end-user experience.
0894: Maximizing your Luminis Portal (0894)
Now that you're live with Luminis are you getting the most out of your portal? Learn about ways to evaluate your portal management practices and establish a portal growth plan to take you into the future. Topics include effective content planning and governance techniques.
0888: Montgomery College's Fall Registration Success Story (0888)
The Fall 2009 registration period at Montgomery College was an astounding success! It was one of the largest in terms of numbers, and one of the most successful in recent history for the college's IT department. Thanks to SunGard Higher Education's Luminis Load Testing Service, a number of issues were discovered and resolved before the registration period began. Load testing could be done during off-peak hours -- weeks before actual registration began. During the load testing, when issues were discovered within the infrastructure that affected performance of Luminis, Banner and other web applications, the college was able to be proactive about resolving those problems before users were impacted. Because of the improvements made as a direct result of the load testing service, the college saw nearly double the number of logins to the Luminis portal during the month of September and, perhaps more importantly, no performance issues to speak of!
0949: myBucknell 2.0 Re-envisioning Our Campus Portal (0949)
In 2008, we came to the conclusion that our four year old campus portal was not meeting the needs of our faculty, staff and students. This session will share our portal redesign story and provide an overview of features of myBucknell 2.0. Join us to learn about how we engaged our campus to develop a myBucknell that is both functional and fun. Some of the key components of the new portal include a customizable dashboard, value added portal gadgets such as the Message Center, Today's Menu, Events Calendar and My Blackboard, and a set content-rich internally focused web pages. Bucknell University has been a Luminis school since 2004 and is currently running a parallel deployed Luminis 4.2 system.
0964: Portal Gadgets - Solution to Campus Business Challenges (0964)
Learn how we have created dynamic portal gadgets that bring value added services into our portal as well as solve our campus business challenges. Join us for a functional and technical overview of a number of our portal gadgets including: - Message Center streamlining campus communication - Today's Menu daily menus managed by dining department - My Blackboard customized view of Blackboard Bucknell has been a Luminis school since 2004 and we are currently on a parallel deployed Luminis 4.2 system.
1101: Portals: An Antidote to IT Invisibility (1101)
IT providers in higher education often feel invisible on campus, unless something goes wrong of course. Yet they are under constant pressure, from students and faculty alike, to expand IT services, often with limited or reduced resources. CIOs and other IT leaders need to find effective ways to align IT with strategic institutional objectives, if they want to get noticed so that IT initiatives are resourced appropriately. Implementation of a campus portal presents a great opportunity to engage a campus community in what IT can do for them. Before you disregard portals as "so 2003", come and hear about how our campus portal PAWS (Personalized Access to Web Services) continues to position our IT leaders as facilitators of service delivery rather than barriers to conducting business. Our portal has succeeded in bringing IT to the front of University services, literally and figuratively, removing the cloak of IT invisibility. This presentation is intended for CIOs and other IT leaders in higher education.
1040: Preparing for Luminis Platform 5.0 (1040)
Preparing for a successful deployment of the Luminis Platform 5.0 will require skills in new technologies. Learn what it will take to install and administer the new Luminis Platform 5.0 environment. * Review Architecture components (ldap options, IDM solutions, terracotta, jackrabbit, etc) * Review deployment strategies * Review content presentation framework and technologies
0442: SSB to Luminis, The Easy Way (0442)
If you are planning to transition your students and faculty from SSB to Luminis 4, or are interested in an easy way for new students to jump into the portal life, this presentation is sure to interest you. This year Ventura County Community College District (VCCCD) launched Luminis for its 35,000 plus student population. The presentation will focus on the ways VCCCD made life easier for users by simplifying the transition from SSB to Luminis as well as integrating third-party applications like Gmail and Desire2Learn with the Luminis portal. Highlights include: 1. An innovative Luminis account setup wizard using Banner Self Service! See how the wizard was used to transition students from Banner SSB to Luminis gracefully using a countdown ticker and step-by-step help. 2. Learn how the VCCCD informs new students of the portal, provisions Gmail accounts, sets up email forwarding and the Luminis secret questions - all without students entering a username, password, or pin! 3. See how the VCCCD modified the portal to provide a seamless experience between Luminis, Gmail and Desire2 Learn. This includes: single sign in, custom role-based icons, adding Gmail settings to the My Account screen and modifying course links in the My Courses screen and Course
1145: User Information Channel with Active Directory (1145)
Because we use EAS for Luminis authentication, our users had no way of knowing when their logins were set to expire. To provide this information to the user, and promote the proactive step to change passwords, we developed a Luminis application to query Active Directory for a user’s login status and expiration date, and display this info within a channel. Building off this original app, we developed one for our helpdesk, which provides additional user login information from AD and Luminis. We pulled in user roles from both Luminis and Banner to help highlight any discrepancies between the two systems. We also included challenge questions used by the help desk for password resets.
0975: Zimbra Portal Integration Including SSO (0975)
0223: Oracle Jobs: Fix Data While you Sleep (0223)
My intent with this session is to educate technical users on the benefits of Oracle's dbms_job and schedulers. These utilities allow packages to run during the night fixing data that has been entered in non-standard formats and also generating reports on items such as changes to modified packages that have been replaced due to upgrades. I will cover the technology and then share the Northern Michigan University applications in place.
0904: Oracle RDBMS 11g New Features (0904)
This presentation will allow the participant to become familiar with the new features in the Oracle 11g relational database. We will cover Oracle 11g relational database implementation best practices, discuss new features that will give you new capabilities in your digital campus, and also mentions some of those features of 11g that may trip you up along the way. Database replay is new in 11g and Data Guard, the Recovery Manager, and Automatic Storage Management all have new features worth investigating.
0585: Zero-Downtime App Upgrades & Migrations (0585)
Institutions are moving more and more services to the Internet. This has reduced your maintenance windows and user acceptance of planned downtime. Oracle GoldenGate technology provides a unique solution for maintaining the uptime of Oracle Database and Applications during database, platform, or application upgrades and migrations. Combined with the Oracle Active Data Guard, planned downtime and be reduced to Zero. With Oracle GoldenGates capabilities for real-time bidirectional data replication between heterogeneous systems, the solution can synchronize old and new environments continuously to enable switchover to the new system without impacting Institutional operations. This will allow your user community to have maximum access to valuable Application, Self-service, and on-line services. This session will introduce you to new technology and best practices for reducing planned down time associated with application upgrades and migrations.
Portal and Collaboration Services
0179: Deploying Luminis on a Shoestring (0179)
Clark University launched its Luminis-powered portal, ClarkYOU, in the Fall of 2009. Driven by a desire to enhance communications and empower the community, ClarkYOU quickly became the University’s one-stop-shop for personalized, 24x7 access to information and services, and an online gateway to email, calendars, course content, campus events, news, sports, grades and more. With no money for implementation services, Clark engaged with other universities as well as its own community to craft an impactful and tailored solution. Site visits, guest accounts, a review of commercial portal sites, and the formation of Clark-based constituent groups provided Clark with the knowledge and the skills to deliver a high quality experience for its faculty, staff and students, that met the project’s goals and is truly reflective of the Clark brand. This session will expose you to the processes, tools and experiences that the Clark team utilized and encountered.
0940: Building a One Server PowerCAMPUS Image (0940)
One of the hardest parts of testing in the PowerCAMPUS world is the fact that everything is so integrated. This session will give you tips for getting as many systems as possible into one machine, or even a virtual one! The system we will describe contains SQL2005, PowerCAMPUS (db and client), Active Directory, Self Service and Portal. (please note: We can't recommend single machine deployments for production systems because of performance issues)
0195: PowerCAMPUS Portal - Branding & Customization (0195)
This session reviews how The New York Conservatory for Dramatic Arts (NYCDA) customized the PowerCAMPUS Portal solution to create a seamless, one-stop destination for its students. We will review our methods for single sign on to SelfService, Exchange, Dynamics Business Portal, Course Home Pages, and Rave Alert. We will also discuss how we extended SharePoint with custom and third-party web parts to make the system more flexible for our students and staff.
0732: Using XAPI to Enhance PowerCAMPUS Portal (0732)
The XAPI single sign on component adds flexibility and power to your PowerCAMPUS Portal installation. This session will give you all the tools you need to install and configure XAPI for use with other Windows Authenticated sites in your domain as well as giving you tips on how to integrate those sites into your PowerCAMPUS Portal.
1165: Managing Competitive Intelligence (1165)
Institutions may already have the tools and information required to survive and grow in a down economy against fierce competition. Gwynedd-Mercy College took advantage of standard upgrades in their Power Campus System to analyze collections of raw data and create competitive intelligence. Gwynedd-Mercy College is a tuition driven institution and like many colleges in its class Enrollment Management is critical to survival and success. Traditional reporting solutions provide some historical information and limited insight for an Advancement or Enrolment Management strategy but they are often insufficient to assist in future predictions of alumni, enrollment and retention. Microsoft Business Intelligence analytical reporting tools became available to us thru SQL Server 2005 in an upgrade to PowerCampus system. Even with limited staff and resources we were able to create comprehensive and insightful reports to assist in enrollment management decision making processes.
0790: PowerCAMPUS Self-Service Integration Development (0790)
In this session Southwestern College will team up with Software Engineer Steve Wlodarczyk from SunGard Higher Education to share our experience of developing PowerCAMPUS Self-Service integration with the college online bookstore MBS Direct and the National Student Clearinghouse. We will share the planning process, demonstrate the applications, share the source code and other relevant information with attendees.
0470: Using SQL Server Integration Services to Record Attendance (0470)
In order to track attendance for chapel, we use hand-held scanners to scan student ID cards upon entry to the church. (Ten students are identified as "chapel checkers" each semester, and they each use one wand.) Those wands are downloaded to a text file, which is imported to the Campus6 database using SQL Server Integration Servies (SSIS). The filename is used as an input parameter for a stored procedure which populates the tranattendance table. The text file is then archived with a datetime stamp. I provide a MS Access interface for Student Development to alter attendance manually if necessary. (when students forget their ID cards, are excessively tardy or are excused for some reason) This process is used for approximately 1,000 undergraduate students.
PowerCAMPUS Unified Digital Campus
0511: Admissions.Net Architecture (0511)
A technical and architectural overview of Admissions.Net and how it applies to the Open Digital Campus strategy. Intended for CIOs, Directors of IT and IT personnel.
0116: Automated Account (AD/Exchange) Management (0116)
Big changes in the relationship between Microsoft's Active Directory and Exchange occurred with implementation of Exchange 2007. This presentation will deal with those changes and how to use scripts to automate account creation from PowerCAMPUS data.
0601: Course Management (0601)
Configuring and Setting up PowerCAMPUS Self-Service to suit your course management and grading needs.
0576: Customizing PowerCAMPUS Self Service (0576)
Institutions using SunGard Higher Education's PowerCAMPUS differ vastly in philosophy, size, academic offerings, organization structure, student policies, and many other areas. PowerCAMPUS Self-Service is designed to handle many of the institution's routine administrative and academic functions. Many PowerCAMPUS schools are challenged at branding and tailoring their information solutions to meet their own very unique requirements and design specifications. This presentation explores logical and creative ways to customize the PowerCAMPUS Self-Service Web application, in terms of style, dialogue, data collection, and enhancements to the system. Topics included in this session: Self-Service Design Basics, Naming Your Site, Creating Site Themes, Configuring Menu Options and Descriptions, Modifying Text on Main Web Pages, Adding HTML Content, Designing Custom Web Pages/Applications, and Customizing Request Forms. This session is presented by members of the IT staff from Samuel Merritt University, a PowerCAMPUS client who went live on Self Service in 2009. The presentation team has recent experience with implementing Self Service in transition from IQ.Web.
0193: Customizing PowerCAMPUS Self-Service (0193)
With the change in overall architecture and technology stack from IQ.Web to PowerCAMPUS Self-Service, it would be beneficial to provide important technology guidance to get most institutions started on their customization projects. Through a joint effort, Tompkins Cortland Community College (TC3) and SunGard Higher Education, have come together to provide a summary of the valuable services that can be provided with a customization instruction. One result is a Transfer Evaluation project for Self-Service. This project gives the ability to see how courses taken at other institutions match up to your institution. This session will involve multiple ways to customize the source code, including changes through the existing architecture layers, using simple code-behind on .aspx pages, and creating your own custom projects. The Transfer Evaluation project will be broken down step-by-step to show how it was developed. This session focuses on using the Microsoft Visual Studio 2008 development environment to modify the existing PowerCAMPUS Self-Service source code through using simple code-behind on .aspx pages as well as creating a custom project. This session is intended for web developers/designers, power users or administrators who have knowledge of HTML, scripting languages such as Visual Basic Scripting Edition, and Microsoft ASP.NET.
0519: Data Mining Add-Ins for Excel 2007 (0519)
Microsoft SQL Server 2005/2008 Data Mining Add-Ins for Office 2007 are a set of easy to use data mining capabilities that enable predictive analytics inside of Excel 2007. Information workers can easily gain valuable insight into complex data with just a few mouse clicks.
0236: Integrating PowerCAMPUS and The Housing Director (0236)
Learn how Lasell College built two-way integration between the systems - moving student information from PowerCAMPUS to Adirondack Solutions housing application The Housing Director, and resLife assignments and billing charges from The Housing Director to PowerCAMPUS. Features to be discussed include: Billing integration; On-line Housing component which allows students to fill out their housing applications and agreements, choose their preferences and even request roommates; Room Draw and room assignment process with lottery number auto creation and auto assignment; Student room check in and key assignment using the On-line Housing Check-in component; Online room check out and tracking of key returns from students; Easily generated Reports within the product that can be created by non-technical users; Room changes can be tracked whether a student moves every day, week, or month and charges applied accordingly. ResLife Directors, PowerCAMPUS Power Users, System Admins should all attend this session to learn more about "The Housing Director" and how it can be integrated with PowerCAMPUS to suit your institution's needs.
0968: Modify your Portal and Course Home Page Appearance (0968)
Have you thought on how to modify the look and feel of your PowerCAMPUS Portal and Course Home Page application? In this class you will learn how master pages work and how to modify them, how to modify the style sheets and images, and the best practices to accomplish this and maintain your modifications during upgrades.
0362: Planning our PowerCAMPUS Product Calendar (BOF) (0362)
An interactive exercise in which clients will work with Product Management Team to understand PowerCAMPUS' Product Calendar Planning Process, discuss current priorities and contribute to them.
1017: Portal and Reporting Services (1017)
You have created amazing reports using SQL Server 2005 Reporting Services and want to share them with your community? In this class we will learn how to use your PowerCAMPUS Portal to share your reports with all the community and tips-and-tricks to share them with specific members of your community.
0189: PowerCAMPUS Active Directory (0189)
This session will show background information about the ASP.NET 2.0 Membership Provider. It will also show how to configure the Membership Provider and how it works with Active Directory and PowerCAMPUS Self-Service. This session will show you the power of connecting your existing Active Directory to PowerCAMPUS Self-Service. There are a few important, but fairly easy modifications that must be made to your Active Directory Schema to enable all Membership Provider attributes to work properly. This session will go through step by step all of the configuration steps that are needed to connect Self-Service with your Active Directory.
0514: PowerCAMPUS Admissions.Net File Uploading (0514)
An in-depth look at the file uploading and scripting functionality in Admissions.Net. The presentation will demonstrate examples of uploading files from NRCCUA and RuffaloCODY. Intended for IT personnel that are responsible for admissions related file uploading and importing.
0115: SunGard Higher Education Apps In a Virtual, Citrix Environment (0115)
How we virtualized almost all of our servers and deliver SunGard Higher Education applications in a Citrix Xen Center environment and saved money in the process.
Project Management Services
0632: Would You Like to Scrum? (0632)
Traditional projects are managed via the waterfall method. One task links to another and another until you finish the project. Scrum offers an alternate "that challenges its users to focus on improvement, and its Sprints provide the stability to address the ever-changing needs that occur in any project". (ScrumAlliance). Scrum allows a team to complete functional component development very quickly. These characteristics have led to Scrum becoming the most popular method in the world of agile project management. The presenter's are PMP and ScrumMaster Certified. (1PMP PDU)
Systems Integration Services
0314: Business Process Management: A Key to Your Open Digital Campus Strategy (0314)
Learn how you can leverage SunGard's Business Process Management (BPM) technology and Infinity Process Platform (IPP) to enable business process automation on campus today. We will discuss Service-Oriented Architecture and other concepts and technologies that can create a more flexible digital campus to meet end user needs.
0743: Eliminating Multiple Payment Applications (0743)
Receiving payments across campus often results in multiple payment applications, disconnected reconciliation points, decentralized business processes, challenging cash policy enforcement, and a wide compliance footprint. This session will demonstrate, through client case studies, COREs enterprise revenue management solution for self-service, departmental, ecommerce and cashiering payment channels. See how COREs consolidated platform conquers the challenges presented by disconnected payment applications including administration, reconciliation, and PCI compliance. See demonstrations of Banner client use-cases outlining the benefits of a single-deployment solution that enables your institution to better manage all incoming revenue sources for these revenue channels: Student Self-Service Student Payments, Deposits, Payment Plans, Statements Direct Payment for Parking, Day Care, other Student Charges Third-Party Access Management eCommerce (e-Stores) Parking Permits ID Office Athletics Cashiering Departmental Deposits
0041: Implementing BEIS: A User's Experience (0041)
Banner Enterprise Identity Services (BEIS) is a new Banner feature to facilitate identity provisioning and authentication across your unified digital campus. This session will present a high level overview of how BEIS works and details on how best to implement it. Learn how to organize your Identity Management project to make the process more efficient, based on experience and lessons learned from St. Louis Community College.
0566: Infinity Process Platform - POC (0566)
What is Infinity Process Platform (IPP)? How SunGard Higher Education is helping clients achieve implementation of SOA(Service Oriented Architecture) using IPP. This presentation will include brief overview of the work being performed at various client sites, demonstrate how easy to develop integrations using IPP as middleware platform, collaborate as workflow medium to execute process orchestration and implement good old point to point integration with flavor of SOA. This presentation will also include some real world deliverables SunGard Higher Education is delivering to achieve cloud based computing integration.
0310: Save Money, Reduce Risk and Be Efficient (0310)
Service-Oriented Architecture (SOA) and other systems integration principles and technologies has been theoretical for many. But some schools have applied these techniques to solve problems facing them. Attend this session to learn about how schools are applying SOA, workflow and other technologies to solve different types of problems to be more efficient, reduce risks and save money.
1082: Seton Hall IAM Update (1082)
Learn how Seton Hall has evolved its person registry over the last year and their next steps.
0831: UDC XML Toolkit for Identity Adapter (0831)
This session will detail how to write identity integration adapters with Banner Enterprise Identity services using SPML protocol. This will allow clients to synchronize Banner data to external system and synchronize identities from external Identity source into Banner.
Technology Management Services
1063: An Efficient Means for IT Planning (1063)
IT shops are composed of individuals or departments of knowledgeable experts in their field. When projects involve overlapping areas of expertise, misunderstandings or invalid assumptions are likely, resulting in failures, delays, or extraordinary efforts due to inadequate communications or documentation. This session provides the description of a unique and proven portfolio method of developing and managing strategic and tactical plans without the overhead and learning curve associated with tools such as Microsoft Project. Aims College is an AQIP accredited institution and has been using this concept for the last year in its IT planning processes. The concepts and tools developed have been supportive in building harmonious and constructive plans in the face of strong personalities, technical challenges, and opinions. The process has worked for Banner upgrades, construction and remodel projects, migrations, and handle requests for new projects. Its use has resulted in better accuracy in identifying resources, meeting budget constraints, estimating project completion dates, and most importantly in todays climate, more efficient projects. The concepts, tools, and examples are shared, as is the open source Wiki developed to ensure shared, yet restricted communications and documentation amongst the project team.
0629: Banner on Dell at Temple- Year 2 (0629)
Last year at Summit, Temple University and Dell described the initial implementation of Banner and Luminis on Dell x86 servers built on Intel Xeon processors and Dell/EMC fibre channel storage at Temple. Since then, Temple has gone live with Banner Finance and HR, and has also applied a number of significant patches. In this years presentation the continuing implementation of Banner will be described along with performance details of Banner, Luminis, and Oracle RAC running on Dell hardware. There will also be a brief description of other ERP-related products such as Banner Document Management Systems, Workflow, and AppWorx.
1125: Campaigning to Cut Costs (1125)
Times are tough. Revenues are down. Institutions must manage all of their resources more efficiently and work to contain costs. This session details how Delta State University has embraced this effort across the campus. By embarking on a cost containment strategy, the institution has significantly reduced operational expenses and was awarded the 2008 first place Best Practices award in the finance area by the Mississippi Institutions of Higher Learning. Energy management has played a large role in the savings, and the campus is kept informed of the savings via newsletters and regular updates. By partnering with SunGard Higher Education, people across the campus have taken several steps to engineer savings including server virtualization, remote auto-shutdown of campus computing labs during off-hours, creative wireless solutions, and a variety of other cost-containment efforts. Using Banner, the procurement office moved to all online procurement process saving thousands of dollars of personnel time and supplies. Delta States faculty and staff have become quite aware that every dollar does make a difference and the momentum continues. Join us for an informative session on how a cost containment strategy can be deployed on your campus.
0843: Delivering the Next-Generation Digital Campus (0843)
HP will be presenting innovative ways to deliver higher performance and scalability while reducing capital expenditures in support of SunGard Higher Education digital campus environment. HP's proven leadership in IT solutions will allow CIO's to meet the ever increasing demands of new services to customers while minimizing costs to deliver resulting in increased profit contribution to their institution.
1191: End to End IT Service Delivery (1191)
This session will provide a review of the many services that must be assembled to enable a CIO's success. This will be demonstrated with success stories from institutions who are working as one delivery team across various service functions. These stories will illustrate the power of leveraging skills, tools, processes and knowledge across the entire digital campus and detail the fundamentals of a well run IT organization.
0466: Huh? A Dedicated Security Team? (0466)
During the implementation of Banner and the over 20 supplemental 3rd-party products purchased and/or upgraded in order to support the new Banner and Oracle infrastructure at Texas Tech, the programming and DBA staff were wearing thin. As the first few modules of Banner went live, it finally became obvious something had to give, thus the Enterprise Application Security (EAS) team was born. Starting with just two staff members, and the challenges of streamlining account creation, security requests, and account terminations due to job change or termination, the EAS team grew to 4 FTE within one year, overseeing Banner security and account management, ODS access, Xtender requests, ePrint report access, oh, and multiple PIDM management. Come see how we manage it, and why it might be a good idea for your institution to consider an EAS of its own.
0093: IT Structures for Today's Priorities (0093)
Today's priorities are very different from the possibilities of tomorrow. How do you keep you IT staff organized to satisfy the priorities but keep them motivated to dream of the possibilities? The University of Toledo has been out of the implementation of Banner for over 2 years, it was a long 5 year process. During that time we merged with another Medical University, went through several administrations, including a new CIO, and numerous budget cuts which reduced our staff in IT. Come learn how the Enterprise Application area has redefined itself to try to meet the ever changing expectations of the various functional departments while also planning for future possibilities. We will discuss structure, motivation, skill sets, and evaluations. We will discuss our challenges that continue and the work that we have been able to accomplish during very trying times. We will discuss how a more fluid structure is not always seen positively by the Human Resource office or the Unions involved.
0090: Making Sense of The Madness (0090)
Each year, UVUs IT Administrative Programming Services receives hundreds of request for programming services. With limited resources and high demand, it can be maddening to prioritize the request that best supports institutional goals as well as meet customers needs. UVU redesigned our service delivery approach to use a model of project management that assists us in using our resources more efficiently, keeping our customers informed and up to date on project status and gives IT mangement tools to more strategically support institutinal goals.
0237: Managing Customer Expectations (0237)
This presentation will discuss the strategies San Juan College (SJC) uses to align technology with the core business of the institution. Managing customer expectations requires IT to create and maintain credibility by listening to the needs of the customer and planning accordingly; explaining our services in their terms and not in the terms of the technology department; communication, communication, communication; and execution. The activities will consist of a PowerPoint presentation with questions and dialogue to/from the audience throughout the session on aligning technology with the needs of the college in pursuit of exceptional customer satisfaction. SJC examples will be demonstrated. Handouts will be provided. This session is intended for CIOs, managers, help desk employees, and anyone interested in providing better customer service to their users.
2010: Managing the Banner Application
The past few years have seen significant improvements in the management of enterprise applications through a variety of IT service disciplines such as those described by the Information Technology Infrastructure Library (ITIL). These disciplines bring a true customer orientation and process framework to what have traditionally been a technology-oriented function such as end-user support, application maintenance and operations. This presentation looks at the benefits of adopting these approaches and provides a framework relating the management of Banner to current Information Technology Service Management (ITSM) frameworks.
0158: Recruiting Top IT Talent in Rural Areas (0158)
For Institutions in rural areas, recruiting and retaining IT professionals is a masterful art. In the competitive area of education, institutions in rural areas must be creative and successful in hiring and retaining candidates with the best IT skills. Learn how three leading institutions have succeeded in this endeavor. Listen to both the President and CIO perspective on how to achieve the right mix of talents and skills through effective recruiting and retention efforts. Learners: The intended learners/audience are all Higher Education Executives who are concerned with not having the right IT staff employees, talents, and skills to support their Information technology environment. This session will be of special interest to all executives who are concerned with support, costs, and sustainability of their ERP and entire IT investments. The presenters will be the President of one of SunGard Managed Service's sites along with CIOs from State Fair Community College, Sedalia Missouri, Truman State University, Kirksville, Missouri, and Moraine Park Technical College in Fund Du Lac, Wisconsin.
0512: State Systems (BOF) (0512)
This session will provide background on the State Systems Consortium building efforts of the SUNY SICAS Center and the Georgia Board of Regents. It will focus on common issues experienced by users of Banner UDC products in Higher Education State Systems. Updates will be provided on the deployment of the listserv, survey and survey results, and how others can become engaged. This session will provide an opportunity for participants to discuss common challenges and solutions on topics such as release management, multi-institutional functionality, integration with third-party vendors, along with ad hoc topics of interest to the attendees. The goal of this session will be identifying and exploring areas where collaboration adds value, reduces costs, and encourages cooperation. Directors or managers of IT for state systems or coalitions of colleges and system-level IT users are the target attendees.
2009: Training (BOF)
Do you need to train staff members at your university and you're not sure where to start? Or, are you currently live on Banner and interested in hearing about training plans prior to new release upgrades? There's no need to reinvent the wheel. Come to this Birds-of-a-Feather (BOF) session to learn about training programs at other Banner Schools including viewing documentation and videos from the University of St. Thomas in St. Paul, MN.
Student Services and Enrollment Management
Banner Financial Aid
1694: Enrollment/Payment Period Enhancement (R) (1694)
This session will cover the Enrollment/Payment period enhancement which provides the ability to define an enrollment/payment period consisting of multiple terms as well as designating the length of the enrollment period. For example, summer mini-sessions can be combined to create a single enrollment/payment period for awarding and disbursement of funds. For those schools that wish to continue using only one term, the term will be the enrollment/payment period. The enrollment period will then be assigned to the appropriate aid periods.
1695: Year Round Pell Enhancements (R) (1695)
This session will cover enhancements made to Banner Financial Aid for Year Round Pell processing, including the ability to award summer Pell from different aid years on a student by student basis.
General Interest Topic
0527: Cardinal Parking Integration (0527)
Cardinal Parking and SunGard Higher Education partner for an integration solution based on the Banner Web Services framework for account provisioning, synchronization of accounting transactions and single sign on with the Ticke Trak System.
0544: F.A. to I. R.: Getting the Most Out of Your Financial Aid Information (0544)
In this presentation, we explain the importance of Financial Aid student records. They serve as one of the primary sources of information for Institutional Research. The analysis of this data is of particular interest to institutional researchers as it aids in our understanding of how financial aid policies and practices contribute to student recruitment and retention during a student's initial term as well as the persistence and success of students after the first year and beyond. Student financial aid information additionally supports the development of the university's strategic plan, grant proposal submissions, and various mandated reports. Issues related to maintaining data integrity in financial aid records and managing FERPA concerns will be addressed.
Advisory and Planning Services
0680: Developing A Student Retention Strategy (0680)
Improving student retention and graduation rates can be a complex challenge, and certainly requires an institution to develop a concerted effort across functional boundaries. Our new Student Success and Retention services provide institutions with a comprehensive campus-wide strategy for helping students be successful. Our strategic services focus on enhancing such initiatives as academic advising, tutoring and skill development, and redefining at-risk students. Learn how strategic tools such as maturity models, scorecards, strategy maps, and key performance indicators can unify an institutions goals for student success, retention, and graduation.
0670: Graduate Admissions: Best Practices (0670)
Is it time for your institution to identify and optimize opportunities to increase graduate student conversion or yield by using multi-channel communications and marketing best practices? To connect with prospective graduate students, it is important for an institution to develop a sophisticated understanding of each student so that relevant recruitment and admission activities are aligned with a students decision cycle. To gain a competitive advantage, an institution must identify, capture, understand, and nurture its prospective graduate students. By effectively managing interactions that cultivate trust and appreciation, institutions can meet prospective graduate students at their place of need. This session will help you understand, target, and respond to prospective graduate student inquiries across key touch points, communication channels, departments, and activities.
Banner Accounts Receivable
0557: AR Payment Plans: Leveraging Auto-Calc (0557)
With rising tuition and fees, more families than ever need a payment plan to even out payments for higher education. Banner Accounts Receivable offers payment plans, but just how should they be administered to maximize student service while minimizing back-office effort and cost? This session will provide a functional exploration of UC Davis implementation, which combines the powerful features of auto-calculation plans with a customization which permits students to review and enroll in plans through Student Self Service. The result is a service offering that practically administers itself, and may be implemented without the procurement of any additional software or hardware. Attendees need only a cursory familiarity with Banner Accounts Receivable as we will review auto-calculation plan set-up in addition to the functionality added to Student self-service.
0227: Automation of the Collection Process (0227)
This session is intended for the experienced Banner Accounts Receivable functional user. Our process was developed using the 7.3 version of Banner A/R. This session demonstrates how weve used baseline functionality in Banner Accounts Receivable with some custom processes to simplify and automate the collections process at Eastern Washington University. This process includes the automatic generation of reports in various states of collection including tracking to collection agencies and the use internal e-mail notification to the collector when a promise to pay is neglected. This process has aided our collectors to focus more on the collections of A/R and less on administrative hassle and has greatly improved our recovery rate of accounts receivable.
0166: Automation of Title IV Authorization(s) (0166)
Is your organization collecting paper-based Title IV authorizations from your students? Are you looking to automate this process to improve staff efficiencies and save on overhead costs? If so, then this is a must-see presentation for you. I will examine each part of our implementation process and review such items as: current legislation concerning the Title IV authorization, the importance of automating this process, the benefits of creating a successful implementation team, developing uniform testing documents, technical requirements for both INB and SSB, and marketing the new process to your students. We have been working with Banner since November 2007 and we are currently working with Banner 7.4.
1006: Busted Accounts Receivable Balances (1006)
Have you ever run Unapplication of Payment TGRUNAP and encountered failure as a result of incorrect transaction balances? This presentation will discuss the following: * Cause of incorrect balance: improper duplicate pidm corrections, and improper parameters used in an insert process * Ramification of incorrect balance condition: unable to unapply and reapply charges for individual student, and inability to run mass Unapplication of Payment - TGRUNAP. * Identification of student account records involved: install and execute modified version of TGRUNAP provided by SunGard Higher Education to identify out of balance record, and analysis performed to identify the TBRAPPL (application of payment) and TBRACCD (account detail) records related to the out of balance pidm. * Resolution: insertion of TBRAPPL reversing records, setting re-apply indicator on original TBRAPPL records, and reset TBRACCD balance.
0161: Customizing Banner Accounts Receivable (0161)
Georgetown University implemented Banner 8.0 for the Fall 2009 semester. The Accounts Receivable team, working with SGHE, designed and applied seven customizations to baseline Banner. The team then worked with internal resources to design three more custom processes. This session will begin by describing the various objects and procedures Georgetown customized (including TSRCBIL, TSRLATE, TSARFND, TSAAREV, GUASRVY, and a custom batch-upload process). The session will then proceed to describe the process of designing a customization, testing, and implementing it. Georgetown will describe some of the pitfalls it encountered in order to hopefully save other customizers the same problems. This session is recommended for all Banner Student/AR users who are considering applying a custom solution to the baseline product, and more generally, any Banner Student/AR user interested in the upgrades we have implemented. They are all available either from SGHE (in the cases of the ones designed with SGHE's help) or from Georgetown directly.
1007: Do It Yourself 1098s (1007)
South Texas College of Law (STCL) decided to bring 1098Ts totally in house for tax year 2008. Banner Student A/R made this possible and relatively painless. We didnt have to slog through a CFR (Code of Federal Regulations), just read some IRS publications and apply for our transmission account. Best of all, we not only met the IRS deadlines, we were early! For our first 2 years on Banner 7, we dealt with legacy AR & Financial Aid data from two different systems, re-categorized our AR detail codes, and exported data which had to be converted by our vendor. This year, we did everything ourselves, including getting the previous 1098T history up on self serve after terminating our contract with said vendor. It was mostly painless, and best of all, it was on time and accurate. You can learn from our experience so that you, too, can do it yourself!
0457: Electronic 1098T Implementation (0457)
This session demonstrates how Eastern Washington University developed an electronic 1098T process to give students the option to receive their 1098T forms online versus paper.
0460: External Interfaces to A/R using APIs (0460)
This session demonstrates how Eastern Washington University developed and implemented an external interface from external software systems Millennium and T2 to Banner Accounts Receivable. We developed this process so we could feed transactions daily into Banner A/R from our library and parking services.
1108: Go Green With eBilling Using Argos (1108)
In one of many "Go Green" initiatives at Aims Community College, we have started using Argos to "burst" out eBills to our students. We have also used this same philosophy to remind Financial Aid students their Master Promissory Note is ready to be signed or any other notification that can be sent out electronically. Please join us for helpful tips and tricks to send out formatted notices using Argos bursting.
1234: Reconciliation-Banner AR & Finance (1234)
Reconciliation of the financial records is an important task for both AR and Finance users. This session will detail the procedures used to reconcile the AR system to the Finance system and explain the usage of the TGRRCON report.
0966: Reconciling Loans: Fin Aid to Finance (0966)
The purpose is to follow the trail of FFELP loan funds from entry in Financial Aid to accounting in Finance and the General Ledger. BEBEFITS Gain a cross-functional understanding of interfaces between Financial Aid, Accounts Receivable and Finance Increase in understanding reconciliation procedures for the different departments. (This is not applicable to Direct Lending Schools)
0577: Six Degrees of Banner (0577)
San Jacinto College (live with Banner since August 2001) presents the Six Degrees of Banner, which will highlight the relationships between the Banner Student, Accounts Receivable and Finance systems. Join us in our trek through transactional processing as we wind our way from registration fee assessment rules, course/section creation, section fees, general student information, student registration, accounts receivable, third party contracts, exemptions, student refund payments and detail code definition. Get the big picture on how it all ties together in these Banner systems. This session will provide you with a quick overview of the Banner forms involved in these processes and a guide for finding related information in these systems. This session is highly recommended for those who are in the implementation process as well as those who wish to gain a better understanding of the relationships between these Banner systems.
1232: The 31 Flavors of Billing (1232)
TSRCBIL is a powerful program that has many, many options. This session will explain each of the 31 parameters and include information on the set-up and use of the Schedule/Bill rules.
0156: Third Party Contract Payment Detail (0156)
Third Party Billing Administrators will find that new functionality in the June, 2009 release (Banner AR 8.1) significantly enhances the processing of payments from Contract sponsors. The ability to record a lump sum payment on the Third Party Account, enter payment detail by student, and process Application of Payments using the cross reference information of the charges makes tracking and reconciling the Contract receivable much easier. Additional new features include uploading student assignments to a Contract, uploading the contract payment detail, refunding an overpayment (associated with a particular student), and crediting an overpayment back to the student. A new view and new query form enhance review of and reporting on the Third Party receivables.
1167: To Apply or Unapply, That Is the Question (1167)
Review all there is to know about the application and unapplication of payments processes. From the order of transactions to the pop sel options on TGRUNAP, we cover it all.
Banner Digital Campus
0880: Bannerize IT! (0880)
Bannerize It! is the initiative at Cuyahoga Community College (Tri-C) intended to increase the Colleges ability to optimize Banner functionality and develop a Unified Digital Campus in support of the institutions goals and objectives. Upgrades previously were installed without taking full advantage of enhanced functionality. Utilization of Banner needed to be revitalized and re-organized. This session will describe Tri-Cs implementation strategy for Bannerize It, the successes, and remaining challenges. Anyone interested in revitalizing their institutions' UDC development will gain from the discussions.
0543: Evisions Suite and the UDC (0543)
Did you know you can integrate all Evisions products with your existing technology? From student bills in self service to custom reports in Job Submission, Evisions has developed integration with most SGHE products. Come find out how you can plug IntelleCheck, FormFusion, and Argos into: Luminis, Self-Service, BDMS, ePrint, Banner, and more!
Banner Document Management Suite
0513: BDMS - A Functional View (0513)
This session will present a functional overview of document management and imaging within the Banner Unified Digital Campus. Attendees will learn about document management and imaging across a range of Banner Unified Digital Campus products such as Banner forms, Luminis portal, Workflow, Self-Service, HR Faculty Contracts, and Travel & Expense Management. This session is useful for anyone looking for a basic understanding of how document management and imaging can be used on campus and what tools SunGard Higher Education provides to help.
0895: BDMS Year One 400,000+ Docs & Thriving (0895)
This session will highlight Colorado State University's BDMS (Banner Document Management Suite) Imaging System implementation. This was a joint implementation coordinated between the Registrar's Office, Admissions, and Student Financial Services. The focus will be on the items/issues dealt with by the Registrar's Office. We will take a look at both the planning that took place beforehand, as well as the first year of having the system in production. Colleges and Universities that are either considering BDMS, or who have decided to go with BDMS and are in the planning stages for implementation, as well as those who have recently implemented, will hopefully benefit from this session by taking away not only some new ideas and issues to contemplate, but also with the confidence that they can make BDMS work and work well for them. Additionally - hardware setups (scanners / monitors / pcs), and software setups (Image Capture, Document Manager, Application Generator, and WebXtender) will be addressed. Document types, document annotations, workflows, and licenses will be also be discussed - as will user and group security setups, and license groups.(We are currently running BDMS version 8.1.)
1072: Beyond Filing - Imaging for Information (1072)
Would you like to securely share applicant and student information among decision-makers and academic advisors on your campus without moving paper? Are you looking for ways to standardize the evaluation of high school transcripts across your applicant pool? The University of Illinois at Chicago has found ways to meet these challenges using document imaging! UIC receives more than 25,000 undergraduate applications annually and images high school and prior college transcripts for all completed freshman, transfer, and international graduate applications. In this session you will see how UIC uses OCR for AnyDocs, Axiom, and the Banner Document Management Suite to update high school course units and grades into Banner SOAHSCH while imaging transcripts. The high school units data are used to calculate and store a Core Academic GPA for use in the evaluation for admission. Freshman and transfer students' transcript images are available to their college advisors for new student orientation and registration using BDMS and Banner forms. Those interested in capturing and using admissions credentials to support admission and/or retention are encouraged to attend.
Banner Enrollment Management Suite
0883: "Dash"ing Through Your Data: Bringing BI to Campus (0883)
Learn about Old Dominion University's strategy for managing the campus reporting environment and evolving information/BI needs to support data-driven decision making at all levels and across all business and academic units. Challenges include: creating and managing a campus information infrastructure; selecting and deploying reporting tools, dashboards and other resources to support a variety of BI needs such as enrollment management, student persistence and success, and accreditation support; identifying and establishing useful datasets of current and historical data; ensuring accuracy, consistency and comparability of information from multiple sources; developing and delivering secure self-service reports and dashboards; establishing KPIs; and protection of PII. Some expected results include enhancing and improving ODU's enrollment management (R&A) effort, better monitoring of students' academic performance, evidence to support targeted intervention and resources to improve student success and persistence, and dashboards to support the re-accreditation process. See how we are not only meeting today's need for business intelligence across the University but anticipating and planning for the University's future needs.
1112: Banner Enrollment Management Opening Session (1112)
Please join the SunGard Higher Education Enrollment Management Team for an update on our Enrollment Management solutions. This session will provide an overview of enhancements delivered in the past year to help you better engage with prospective students, enrolled students, and alumni, as well as share product plans for the future. In addition we'll provide insight on how our clients have achieved value and benefits from both Enrollment Management solutions and services during the past year.
0693: Banner Enrollment Management: A Beginner's Perspective (0693)
Want to learn more about implementing Banner Relationship Management? This session will describe New Jersey Institute of Technology's (NJIT) implementation of this exciting new Banner product. Topics include outlining the reasons why NJIT decided to purchase Banner Relationship Management, pre-implementation planning process (staffing needs, understanding enrollment goals, outlining recruitment & admission strategies, etc.), feedback about the implementation services provided by SunGard, and outline the time and steps needed to go-live. We will show you one of our campaigns, a communication template, and our experiences/outcomes thus far. Did we mention that NJIT was able to implement Banner Relationship Management while migrating to Banner 8.1? We'll share our success story with you! NJIT is using Banner General 8.1, Banner Student 8.2, and Banner EM 1.2. The university migrated from SIS Plus to Banner in September 2009. Target Audience: users who are considering purchasing the EM product, in the process of implementing the Banner Relationship Management, or who are in the process of implementing or recently went live with the solution. Enrollment Management and Admission professionals.
0671: Banner Relationship Management Probability & Desirability Strategy (0671)
What if you could ascertain who among your admissions prospects would be most likely to apply, enroll, and be successful? You can, with Probability and Desirability functionality in Banner Relationship Management. To maximize potential use of the probability and desirability models, a clear strategy is a must. Understanding current and past admission pools will help define the factors upon which the models are built in the Relationship Solution. Monitored through the performance solution, models can be fine-tuned in Banner Relationship Management as data informs further model development or in response to changing priorities. This functionality provides clear focus and direction for admissions counselors and recruiters. Instead of managing an entire prospect pool, priority is given based on the probability and desirability ratings. The development of campaigns and communications can be informed by the ratings to target particular segments. This session will demonstrate the power of the probability and desirability functionality in the context of a recruitment strategy and plan.
0873: Becoming a Funky Tech (0873)
This presentation will demonstrate how a functionally minded person can become a Funky Tech. Being a self proclaimed non-technical person, we will demonstrate the user friendly ways in which Banner Enrollment Management allows you to create effective communication pieces with web ready images, track the effectiveness of your campaigns, how the Banner Enrollment Management workspace allows you to create custom interactions to suite your institutions needs, and the flexibility of report building in Cognos. We will go through the creation of a communication piece from beginning to the final publication in the Production Environment, as well as walk through some of the basics of report building and tailoring to meet specific data demands. Logging interactions and tracking prospects interactions will also be covered.
1131: Early Alerts and Surveys Solution Update (1131)
Institutions are facing ever increasing pressures from internal and external stakeholders to improve student success and retention. SunGard Higher Education has been working closely with a client partner team to define the requirements for an additional Enrollment Management solution that will help institutions improve retention results as part of an overall student success strategy. This session will provide an update on SunGard Higher Education's Early Alerts and Survey solution, designed to support a campus-wide, collaborative approach to help institutions proactively identify both at-risk and excelling students to improve student persistence and retention. This session will cover the key features of the solution, including: 1) automated rules-based identification of at-risk and excelling students; 2) assigning responsibilities for and tracking interventions, and 3) communication tools for staff.
0521: Enrollment Management - One Year Later (0521)
Join the "funky tech" representatives from early adopter universities, Lehigh University and Old Dominion University, as they share the successes and challenges experienced during their first year of implementing Banner Enrollment Management.
0621: Multi-campus Enrollment Management Implementation: Ready, Set, GO! (0621)
This session will review The College of St. Scholastica's experience in testing, training, and implementing all components of the Banner Enrollment Management Suite. Implementation included all programs and levels across several campuses. Topics of discussion will include the assembly of your implementation dream team, the importance of naming conventions and standards, generating buy-in with recruiters and other staff, effective use of campaigns, and successful use of new analytical reporting from Recruiting & Admissions Performance.
0652: Performance for Financial Aid Leveraging (0652)
An institution's strategic use of its financial resources is an important component of a successful recruitment program. To effectively leverage financial aid, there are questions an institution must answer, for example: What is the number/percentage of applicants receiving financial aid? What is the amount of financial aid being awarded in various forms? What is the gap between the applicant's established need and the total financial aid package? How do the financial aid packages compare between applicants who enrolled and did not enroll? What impact does unmet need have on a students’ failure to matriculate? How does yield vary by need level? By analyzing data readily provided through the financial aid directors’ performance dashboard, an institution is positioned to more strategically award financial aid. The performance solution delivers analytics and reports enabling institutions to analyze and control their leveraging potential. Strategic aid leveraging can result in increased enrollment yield and tuition net revenue. Preparing a scorecard of both enrollment and financial aid goals, objectives, and key performance indicators can help monitor how financial aid is being leveraged to meet enrollment goals. Attend this session to learn how the balanced scorecard approach, put in motion through the performance solution, can help institutions strategically leverage financial aid and monitor success.
0605: Ready, Set, Go...Messiah Launches Prospective Student Portal (0605)
Learn how Messiah College has developed their recently launched Prospective Student Portal (PSP), part of Banner Relationship Management, including a demonstration of the site, as well as insights into the challenges overcome and those still before us.
0917: Social Networking & the Portal (0917)
This presentation will focus on the use of social networking, various marketing channels, and use of the portal in Banner Relationship Management. This session will cover how using the portal to create discussion boards for prospective students and for current students have increased not only our staff's ability to interact with prospects, but for current students with varying schedules to interact with one another. Included will be the flexibility of the campaigns (communications pieces going out via email vs. direct mail depending on prospects preference), the ability to send mass messages, FKCC's use in conjunction with our ConnectEd system, and the possibilities facebook, MySpace, twitter, and other social networking tools provide.
0487: Sophisticated Degree Planning for Students (0487)
Come hear about SunGard Higher Education's plans to greatly improve the self-service tools available to students to map out a degree plan that supports their career and academic goals, while taking into account the realities of their schedule constraints and other preferences.
1251: Strategic Retention Management (1251)
With so many variables leading to student attrition—many of which reside outside the sphere of institutional control and influence—it is difficult to know where to invest your scarce resources. It is far too common to find that colleges and universities have invested in retention efforts without the benefit of data or only in marginal programs and activities. The results of such efforts are modest at best. To yield significant retention outcomes, institutions must strategically invest in retention efforts that directly address an individual’s attrition causes. This presentation will discuss models for leveraging Banner data to inform retention investments, as well as strategies for engaging the academic community with these models to create a culture focused on student success.
0812: Tailoring Your Enrollment Management Solution for Your Institution (0812)
Come learn how Old Dominion has used the features and flexibility of the Banner Recruiting & Admissions Performance solution to create ODU-specific dashboards, reports, and analytics for their recruiting and admissions users.
Banner Enterprise Data Warehouse (EDW)
1037: Argos Data Cubes: Get 1,000 Reports in 1 (1037)
Get a quick education on using Argos Data Cubes, which let you see thousands of data points about your student population. A cube lets you chose from dozens of criteria to get answers to detailed questions, without commissioning a new report when you want to ask a completely different question. Enrollment Management decisions can be made quickly in this rich data environment, and IT costs for creating new reports are sharply reduced. No SQL skills are needed to get answers to complex questions using cubes - you just use the graphical user interface to get all the answers you need. You'll see cubes based on SunGard's Enterprise Data Warehouse (EDW), and cubes that access the normal Banner production database. Cube-using skills imparted during this session include: Dragging a Dimension To a Column or Row, Filtering, Drilling Down, Getting Statistics, Exporting to Spreadsheet, and Running a Cube from a Saved State.
Banner Financial Aid
1004: Algorithmic Packaging (1004)
This overview of Algorithmic Packaging will describe the forms and processes that have been added or modified to provide a more complete means of automatically packaging students through the use of new algorithmic packaging forms in conjunction with pre-existing Banner Financial Aid rules forms. Algorithmic Packaging was introduced in Banner 8 to provide clients the ability to write rules that use mathematical expressions to award aid.
0330: Ask the Financial Aid Experts (BOF) (0330)
Come Ask the Experts and be an Expert for someone else among your peers. This is a great opportunity to ask SunGard Higher Education Financial Aid staff questions, as well as to share ideas and network among your peers. Many of you hold the answer to someone else's critical question, so come and help be the solution, and get your own questions answered. Bring business cards so you can share them.
0331: Banner Financial Aid Kickoff (0331)
Join SunGard Higher Education as we kick off the Summit 2010 Banner Financial Aid track. In this session, we will examine the current state of affairs of the Banner Financial Aid solution, highlight the wealth of product information and resources available to you at Summit, and glance at the future of Banner Financial Aid.
0125: Direct Lending Bootcamp: Banner Basics (0125)
This session will cover basic processing steps for Direct Lending in Banner. We will discuss various processing requirements in the Direct Lending program and how these requirements are accomplished in Banner. This session is intended for those brand new to Direct Lending, those considering transitioning to Direct Lending or those new to Banner.
0319: Direct Loan Updates and Enhancements (0319)
This session will cover recent enhancements made to Banner Financial Aid for Direct Loan processing and planned updates for the 2010-2011 aid year.
0559: Enrollment/Payment Period Enhancement (R) (0559)
This session will cover the Enrollment/Payment period enhancement which provides the ability to define an enrollment/payment period consisting of multiple terms as well as designating the length of the enrollment period. For example, summer mini-sessions can be combined to create a single enrollment/payment period for awarding and disbursement of funds. For those schools that wish to continue using only one term, the term will be the enrollment/payment period. The enrollment period will then be assigned to the appropriate aid periods.
0329: Federal Student Aid (FSA) Operational Update (0329)
Please join SunGard Higher Education as we welcome to the conference Sue O'Flaherty from the U.S. Department of Education's office of Federal Student Aid. Sue will provide an Federal Student Aid (FSA) Operational update as it pertains to institutions. All Financial Aid attendees should mark this session as a MUST!
0847: Financial Aid Online Scholarship Application (0847)
Many schools have requested a way to create online scholarship applications and automate the awarding of rule-based institutional scholarships. With the use of Banner general survey, batch posting, and award rule functionalities, most schools can automate their entire institutional scholarship awarding procedures without modifications. Come to this session to find out how. Version 7.0 or higher required.
0296: Financial Aid Self-Service - Serving Students and You (0296)
This presentation is intended for FA Staff who develop and implement the FA Self-Service module. The presentation is based on FA Self-Service 7.15 but incorporates functionality found in 8.5. I have developed and maintained the FA Self-Service for one year. The enhanced FA Self-Service module now provides endless opportunities to increase efficiency and communication within the FA office. Some of the notable enhancements include: improved document tracking through the use of HTML requirement instructions. Dynamic messages can be used for more than communicating awarding information. SQL statements allow the FA office to send messages to students sharing the same characteristics. The implementation of online terms and conditions can aid the FA office in communicating the "RULES" to students. The use of fund awarding messages can reduce the number of inquiries from students regarding steps to receive aid. The use of ROREMAL can give the FA office the ability to easily send e-mails from Baseline Banner. To really get the bells and whistles going on FA Self-Service, Workflow, Webtailor, and Luminis components can be developed. If you want to improve services to students, cut down on time printing, stuffing envelopes, and answering questions, this session is for you.
0332: Hosted Federal Methodology Calculation Solution (0332)
Tired of all of those regulatory releases and the need to get them installed? Come to this session to hear about remotely Hosting (SaaS) the Federal Methodology Need Calculation. What is required to get it set up? What does it mean to me and my school? How have we protected the data? Why do I want to use this hosted solution or any hosted solution? Hear from schools who have participated in the PILOT program talk about their experiences.
0151: Processing Direct Loans in Banner (0151)
Implementing and processing Direct Loans may seem like a daunting task for those coming from the FFEL program. Whether you're switching from FFEL or have been processing Direct Loans for some time, Colorado State University can offer you perspective and assistance with Direct Loans. This session will focus on initial options setup, automation via AppWorx, interaction with G5/COD, and the everyday processing and reports that keep the Direct Loan process humming. Colorado State University has been processing Direct Loans since year one and has created efficiencies in processing that can help your school package and disburse a Direct Loan in just one day.
1139: Query Development for the Novice (1139)
Banner Financial Aid Self-Service, Algorithmic Packaging and Budgeting all require knowledge of SQL query development. Many financial aid professionals would like to develop queries in these new products but do not have the knowledge to get started or require knowledge of good query development and construction techniques. This session is designed to give an overview of SQL query construction and present several working examples specifically for Banner Self-Service Electronic Award Letter, Algorithmic Packaging and Algorithmic Budgeting. All queries presented are fully functional and can easily be modified to work at your institution. All queries and sample output will be available to take home.
0014: Reconciling DL--Separating Myth from Reality (0014)
Now that you have mastered the Direct Loan origination and disbursement processing in Banner, you will find that reconciling your loans and closing out the loan year is very easy in Banner. This session will highlight the methods of Direct Loan reconciliation at Denison University ( a small private institution) and at Miami University ( a medium, state university) using the SunGard Banner system. The session will provide details on the system set up and reports that can be generated for reconciling DL by using the Department of Educations free software Direct Loan Tools with Banner. The session will also provide details about unique ad hoc reports that were created by a school which can be generated from Banner's GJAPCTL to enhance the reconciliation process and to help with Quality Assurance for the program. Participants will be able to request copies of the code for any or all of reports reviewed in the session. This target audience for this presentation includes functional users who process Direct Loans and IT staff who support the financial aid offices.
0523: RORRULE and POP SELS: Yeah, You Gotta (0523)
You know you gotta but it's a little intimidating, I know. This session will go over the basic principles of population selections -- from database tables, to defining the populations you need on GLRSLCT, to what you should do with them once you get them. We'll use that same basic knowledge to build rules in RORRULE for awarding, disbursement, tracking groups, packaging groups, etc. You'll learn some do's and don'ts (based on my past mistakes!). This session will not make you an expert, but it will give you the tools you need to continue learning and moving forward. Emphasis and examples will be within the Financial Aid module. Audience members have either strong functional financial aid experience in Banner, or a little of that and some experience setting up the financial aid module; a desire to learn some technical stuff; and ideally a reason to apply it once they get home!
1055: Term Based: Holds/Tracking Requirements (1055)
Banner 8 contains new functionality allowing term based holds and term based tracking requirements. This session will review the setup, processing and benefits of this new term based functionality.
1005: To Log or Not to Log (BOF) (1005)
Are your Financial Aid Logging Tables getting out of control? Come to this session to learn how Financial Aid Data Logging works and discuss with other clients what they found works best.
0055: Using Oracle Views for Complex Rules (0055)
For many, building packaging groups with RORRULE is just the bee's knees. But what happens when you hit expert mode's dreaded character limit? Or you need to use some savvy SQL function that RORRULE can't handle? This session is going to show you how Purdue uses Oracle views to pre-assemble Banner data to make RORRULE criteria easier to write and maintain. You'll learn the tricks and traps that can help you quickly implement this approach, giving powerful querying capacity to your department's most novice RORRULE users. This session is recommended for financial aid and information technology staff. While Purdue's solution was developed on Banner 7, the solution is not version specific.
0781: Work-Study Management System for Banner (0781)
Work-study Management System that integrates with and complements existing Banner and Banner Self Service. Automates the Work-Study job management process by empowering employers to post, browse, manage and reserve jobs and students to browse and choose jobs. Features: * Job posting/requests/management via the Banner Self Service website * Student placement requests via the Banner Self Service website * Email notifications * Employers may request and reserve positions for students * Real-time job directory (job listings are only displayed if positions are available) * Remaining Work-study award monitoring * Human Resource work authorization verification * Annual job posting roll-over * Assignable job request and approve permission levels * Point in time reporting * Job request activity logging * Custom and preset job pre-reqs * Change control and logging in compliance with Federal Regulations
0553: Year Round Pell Enhancements (R) (0553)
This session will cover enhancements made to Banner Financial Aid for Year Round Pell processing, including the ability to award summer Pell from different aid years on a student by student basis.
Banner Flexible Registration
0534: Customizing Flexible Registration (0534)
Learn how to customize the interface of Banner Flexible Registration for institutional or locale specific needs. Presentation will provide overview of areas in the system that can be customized as well as take a detailed look at how to make and deploy these customizations.
0530: Flexible Registration (HOT) (R) (0530)
Clients are invited to get hands on experience with the newest release of Banner Flexible Registration. Attendees will get exposure to the new UI as well as learn how to configure the system to meet their institution's usage of Banner. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0533: Flexible Registration (HOT) (R) (0533)
Clients are invited to get hands on experience with the newest release of Banner Flexible Registration. Attendees will get exposure to the new UI as well as learn how to configure the system to meet their institution's usage of Banner. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0491: Flexible Registration Functional Configuration (0491)
This is an in-depth discussion and demonstration of key functional configuration and setup options of Flexible Registration. We will discuss some areas of Banner that are leveraged by Flexible Registration and how their configuration affects the product as well as discuss in-depth some key configuration options and demonstrate how those options affect the end-user experience in the system.
0484: Flexible Registration Overview (0484)
This session will introduce Flexible Registration 3.0, outlining the new features and functions of the product, provide a high-level functional review of the product, a demonstration of the new learner user interface, and a discussion surrounding the product roadmap for Flexible Registration.
0488: Flexible Registration Overview (0488)
This session will introduce Flexible Registration 3.0, outlining the new features and functions of the product, provide a high-level functional review of the product, a demonstration of the new learner user interface, and a discussion surrounding the product roadmap for Flexible Registration.
0052: Address Verification in Banner (0052)
Real-time address verification, telephone, name, and email checking are integral parts of improving data quality and communication. With CLEAN_Address, address verification is now an easy, low-cost solution for institutions using Banner. Attendees will learn the basics of address verification and the simple process to support real-time, seamless integration in Banner Forms (INB), Web self-service applications, and batch processing. CLEAN_Address supports address verification, telephone checking, name standardization, and email address validation within all components of Banner - INB Forms, Web Self-Service, and Batch processing. Overview: 1. Functional overview of address verification and the benefits 2. Technical discussion of architecture and implementation with live demos 3. Financial return on investment by having data quality checks 4. Discussion of batch and real-time data quality checking within Banner
0702: Banner 8 Security: Part 1 of 2 (0702)
This will be an exploration of recent enhancements for Banner security. In the Banner General 8.x release, Banner security is enhanced to include new features related to security auditing, expanded capabilities in distributed security, security groups, and the ability to tie a Banner ID to the Oracle ID on GSASECR and much, much more. This session is the first of a two-part presentation. Part 1 will discuss changes to GSASECR including new user identification, role, class, and object tab changes and new auditing capabilities.
0705: Banner 8 Security: Part 2 of 2 (0705)
This will be an exploration of recent enhancements for Banner security. In the Banner General 8 release, Banner security is enhanced to include new features related to security auditing, expanded capabilities in distributed security, security groups, and the ability to tie a Banner ID to the Oracle ID on GSASECR and much, much more. This is the second part of a two-part discussion. Part 2 will discuss the new group security, enhanced distributed security including the creation of distributed security users, new masking capabilities, security views, and some SSB security enhancements. Attendees will be exposed to the new security functionality enabling them to better manage security within the Banner applications.
0662: Banner General Opening Session (0662)
This session will provide an overview of Banner General deliverables since last year as well as preview upcoming releases.
0771: Banner Unified Digital Campus Changes for PCI Compliance (0771)
SunGard Higher Education has made changes to your Banner Unified Digital Campus applications as a result of recent changes by the PCI Security Standards Council to policy/regulations governing PCI-DSS and PA-DSS. This session will describe the changes that have been made and how your institution is affected.
1024: Getting your Message to Students (1024)
The University of Denver has created several processes used in tandem to load a list of students into Banner and post Smart Events a students Luminis page. The process can also be used to send emails to students or post comments to multiple student accounts. The only process loads a tab delimited file of students into GLIEXTR. This list can be used like any other population selection in Banner. This gives users the ability to create a population that cannot be easily created using GLRSLCT. The second process lets users post any combination of smart events, emails or comments to student accounts. The process will also update SUAMAIL with a letter code so that a communication record for the student can be created. To provide ultimate flexibility in message length, content and formatting, the process uses GUAPARA. This form can used to enter messages and html commands for Luminis smart event posts. A Dynamic process which can be used by many departments on campus to efficiently communicate with students. The presentation will cover how the lists get moved to Banner, how html commands can be incorporated into GUAPARA, how letters get posted to SUAMAIL and how comments get posted to student accounts.
0592: Implementing New Ethnicity and Race (0592)
Federal and state governments require schools use a new method of tracking the ethnicity and race information of their students and staff beginning with the 2010-11 academic year. The Banner General module provides new fields for meeting the requirement. This session will describe Miami University's approach to the implementation of the new fields, including our new race values, data conversion from the old ethnicity, communication to the university community, method of ensuring existing reports and processes were updated, as well as lessons learned. Those who enter new students/applicants (Admission) and employees (Human Resources and Personnel), those responsible for federal and state reporting (Institutional Research), and those who enable reporting (IT) are the intended audience. The presentation will be based on Banner General 8.2, although the implementation in July 2009 was done in General 7.4.
0719: Mass Update Utility (0719)
The Mass Update Toolkit is a business tool that institutions can use to develop batch updating processes to Banner data. It allows institutions to create their own rules (based on SQL scripts) that can be used to update and insert data for circumstances that are not provided in baseline Banner. Come learn what can be done with the Tooklkit, including: Use external sources of data (XML files, CSV files, remote databases) Use internal (Banner) sources of data (tables, views, result of PLSQL functions/APIs) Create/maintain data in external locations (XML files, TXT files, remote databases) Create/maintain data in Banner tables Generate new data-storage in a designated area of a Banner database Copy, export, and import the set-up metadata of process tasks i.e., reusability of SQL rule codes between different processes.
0669: Self Service Banner UI Modernization Feature in Web Tailor 8.3 (0669)
Web Tailor 8.3 provides yet another chapter in the story of SunGard Higher Education's User Interface Modernization story. This release will allow your institution to choose from the current look and feel of Self Service Banner or the updated look and feel. Come and take a look at the improvements that have been made in the Banner Self Service products.
Banner Performance Reporting and Analytics
0541: Argos All Over the World Case Studies (0541)
Argos has helped hundreds of Banner sites solve reporting and information access challenges. This session will go through examples from Letter Generation and basic reporting to Data Cubes and Dashboards. Using client examples you will see how Argos can help you go beyond basic reporting and get access to the information you need.
0620: IR Reporting Panel (0620)
This panel will discuss their experiences and approaches for institutional research reporting.
0165: Key Performance Indicators - A Journey (0165)
Educational institutions are increasingly mandated to measure and demonstrate performance to internal and external audiences. Governors, executives and other senior managers are called upon to make evidence-based decisions, monitor ongoing organizational performance, and report progress against strategy. Successfully developing a conceptual framework for a measurement program, as well as the strategy for implementing performance management metrics, requires consideration of the organizational, cultural and business process environments, as well as technical planning. This session provides an overview of leading resources for developing models for institutional key performance indicators (KPIs) as well as outlines the ten year journey of Vancouver Community College in developing an institutional balanced scorecard, aligning with a provincial accountability framework, implementing the ODS and EDW, and early work on dashboarding.
0787: ODS/EDW Implementation Best Practices (0787)
Implementation Best Practices for security, data migration, customizations for the ODS/EDW products will be presented.
0786: ODS/EDW Technical List (BOF) (0786)
This session will be an open Birds-of-a-Feather forum for clients to share information related to ODS/EDW with SunGard Higher Education and other clients.
Banner Recruiting and Admissions Performance
0809: Banner Enrollment Management is Live, Now What? (0809)
Banner Enrollment Management has been implemented, now what? Florida Keys Community College went live with Banner Relationship Management and Recruiting & Admissions Performance over a year ago. Despite staff and time constraints, we have managed to sustain the momentum that was achieved during the project implementation. Keeping that energy going and furthering the investment in the product may be challenging for some institutions. Setting project goals, creating timelines with milestones, and participating in standing meetings are a few methods to help overcome these challenges. In this session, we will discuss strategies that have contributed to continued success, and hurdles that we still face.
1047: Banner Recruiting & Admissions Performance Overview (1047)
Overview of Banner Recruiting and Admissions Performance Solution.
0829: Banner Recruiting and Admission Performance (HOT) (0829)
Curious minds are asking "What are these Banner Performance products?" This session will provide a high level overview and you will be able to explore one of the performance products with a few guided exercises. The Banner Recruiting & Admissions Performance include dashboards, reports, analytics, ad-hoc reporting and scorecards. One hands-on session is not enough time to let you 'test drive' everything but we can show you a lot. During this session you will learn how to access performance charts using a delivered dashboard, drill-through to a report, launch a delivered report and how to create your own ad-hoc report. Instructors will demonstrate techniques and then guide you through some easy, fun exercises. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
Banner Relationship Management
0960: Banner Relationship Management at the Community College (0960)
Community Colleges are the gateway to higher education for the vast majority of students. Because of this, Community Colleges have a strong commitment to remove enrollment barriers and to help students navigate the enrollment process. At South Texas College, we have taken on these barriers and have partnered with SunGard Higher Education to implement the Banner Relationship Management. Serving over 28,000 students in the Rio Grande Valley of Texas, the college has a commitment in engaging students from recruitment to graduation. In our efforts to serve our mostly Hispanic first-generation students, we employed the Banner Relationship Management as a tool to remove the barriers to student enrollment and degree completion. This session will highlight the process used to select the product, implementation and application to the community college context. We will also have the opportunity to share ideas and lessons learned at other institutions and discuss future product development including using this solution in student retention efforts. We welcome your participation and look forward to hearing your ideas and insights on how to use this powerful technology to serve students.
1228: Banner Relationship Management Overview (1228)
Whether your focus is on recruiting and admissions, student retention, or alumni engagement, the tools of Banner Relationship Management can help you target, engage, and build relationships with your constituents across the student life cycle. This session will present an overview of the product and provide insights on how the functionality has provided value to our clients since released in 2008.
0677: CRM Strategy that Aligns with Banner Relationship Management (0677)
This session will showcase the new strategy for Banner Relationship Management (BRM) and will include a component addressing the importance of a CRM strategy to the successful deployment of this tool. Understanding CRM as a philosophy and a strategy is critical to producing expected ROI. BRM can be used to manage your relationships and communication throughout the student lifecycle. With BRM, institutions can enhance engagement with prospective students and improve persistence and graduation rates.
0600: Developing/Executing Effective Campaigns with Banner Relationship Management (0600)
Auburn University's undergraduate admissions office employs extensive communications to prospective students, both email and hard copy. The system proved to be a laborious and manual process. With the implementation of Banner Relationship Management, Auburn has been able to develop and execute efficient and effective campaigns, ranging from simple to highly complex. Let us share the functional as well as the technical perspective from those responsible for the campaign development and execution at Auburn University.
0818: Enrollment Management - Retention (0818)
Banner Relationship Management can be used to manage your relationships and communication with currently enrolled students as well as prospects or alumni. In this presentation you will learn how Banner Relationship Management can be used to meet your retention and engagement goals from both Florida Keys Community College (FKCC) and SunGard Higher Education. Last Summer, SunGard Higher Education expanded their solution’s ability to be leveraged across the student lifecycle, from prospect to alumni. Prior to and continuing with that change, FKCC began to utilize the CRM capabilities in Banner Relationship Management to handle their retention needs. FKCC will describe the driving factors that led to the creation of the campaigns and will walk through a couple of FKCC’s retention campaigns. They’ll address some of the limitations found prior to SunGard’s expansion and the ways they have used to work around them. FKCC will also go over how they formed an interdisciplinary team and identified keys areas that needed improved communications. This includes areas the team felt that a lack of sufficient communication was detrimental to student retention. Some of the areas we covered were student holds, remediation, and financial aid. In addition, SunGard Higher Education will discuss other capabilities that enable you to handle your retention needs, including improvements coming in the next release that will further enhance your abilities to retain and engage with students. These primary CRM tools can enhance student engagement and involvement which leads to improvements in persistence and graduation rates.
0876: Enrollment Management (BOF) (0876)
Join SunGard Higher Education clients and staff in a relaxed environment as we talk about strategic uses, lessons learned, implementation ideas, and goals achieved with Banner Enrollment Management solutions such as Banner Relationship Management or Banner Recruiting and Admissions Performance. This open forum is a valuable opportunity to meet peers with similar projects and interests and learn from the stories and experiences of many successful colleges and universities.
0615: Enrollment Management Campaign Management- Beginner's Perspective (0615)
Tarleton State University just recently implemented Banner Relationship Management 1.2 in August 2009 and this session will cover the topic of campaign management. I will be discussing the many benefits of creating campaigns as well as some of the issues that we had to overcome including changing some business processes. This session is geared more towards a functional audience but some technical issues might be discussed.
0267: Enrollment Management Transition: Lead with Your Strengths (0267)
At Savannah College of Art and Design (SCAD) the IT and Admission departments have been challenged to seamlessly transition from a third party admissions tool to the Banner Relationship Management solution. Throughout this presentation we will discuss the challenges we faced and our strategy for success.
0989: Fabulous Funnels with Banner Relationship Management (0989)
SunGard Higher Education has delivered a pretty good funnel in Banner Relationship Management and delivered sample reports based on that funnel in Recruiting and Admissions Performance. Lehigh University has been using funnels since the Fall of 2008 for their recruiting efforts. Lehigh will demonstrate how to configure the funnels and the business processes that drive the design of the funnel model. The College of Saint Scholastica adjusted the delivered funnel to maximize their business processes and standardize reporting. As a result, St. Scholastica needed to review all the delivered reports. St. Scholastica will examine this review process and how they tweaked the reports to accommodate their adjusted funnels. This session is appropriate for both functional and technical users.
0575: Running with Enrollment Management Ratings (0575)
This session will look at how The College of St. Scholastica has taken advantage of new functionality released in Banner Relationship Management 1.3 to deliver funnels, desirability, and predictability in a multi-campus, multi-level environment. During this presentation participants will have the opportunity to view these three features as they are set up in the Colleges environment. Discussion will include the factors that influenced why the College made the decisions it did and how these rating influence other functionality within Banner Relationship Management.
0572: The Auburn Experience: Journey to Banner Relationship Management 1.3 (0572)
Join us as we take you through Auburn University's journey into Banner Relationship Management that began in 2008 and has culminated with a successful go-live in March 2010. The AU project management team and their dedicated SGHE consultant will provide an in depth, insightful view of the development and implementation experience. The intent of the session is to not only share 'real-life' challenges and solutions along the way, but also to impart helpful tips for an effective and efficient implementation of the solution at other institutions.
1146: Using Banner Relationship Management for Graduate Admission (1146)
Wondering how to make Banner Relationship Management work for you? Discover how the University of Dayton is using Banner Relationship Management 1.2 along with Banner Document Management System and Workflow to manage the application review process for over 50 graduate programs involving over 150 administrative assistants and faculty members. A live demonstration of the products working in coordination with each other will be provided, along with a question and answer session designed to allow participants to share their experiences.
0552: Academic Advising and Degree Audit (0552)
Review academic advising and degree audit roadmap and strategy.
0244: Admissions to Enrollment Connection (0244)
Newly admitted students at all levels (undergraduate, graduate and professional) usually encounter problems adapting to your university environment. Many colleges/programs provide information to their students on various web sites. The information can be inaccurate, outdated and inconsistent. University of Illinois at Chicago created UIC Connect, an admission to enrollment application. The application provides tailored information based on admitted student data and where the student is in the admissions to enrollment process. UIC Connect features include a student/system maintained interactive checklist, personalized messages, college/program information, placement testing sign-up, automated undergraduate acceptance of offer (Intent to Enroll) and orientation information/sign-up in one web site. The presentation will include a live demo of the application, logic and application design information.
0739: Automated Decision Model Complete to the Seat (0739)
Learn how Drexel University improved turn-around time for sending decision letters by 75%. Using the unsupported test score feature, we created an upload process for a predictive model score. A numeric score between 100 and 999 is calculated based on several characteristics. A comma delimited file is created which is then loaded into Banner using SRTLOAD. Once the score is pushed to SOATEST the automated decision assignment process (SARBDSN) is run to assign a decision. Rules built on the decision rules table (SAADCSN) look at a range of scores and assign offer, deny or waitlist decisions depending on the model score. Based on the decision, a letter is automatically initiated depending on material rules built on SOAMATL. The entire process from creating the model score upload file to sending the decision letters is done within 48 hours. Using this model, we have been able to increase productivity and drastically reduce the need to review applications, update decision codes and order decision letters. This presentation will cover: * Setting up the Model score to run SRTLOAD, SRRSRIN and SRRPREL * Setting up Decision Rules on SAADCSN * Running the SARBDSN process to assign the decision * Setting up material rules to assign a letter
1015: Automatic Advisor Assignments (1015)
Join us to see how Owens Community College used Scrum methodology to develop this project. 50,000 students were assigned to 65 advisors on 25 advising teams. A change rules process automatically updates the assignments, the self-service page displays students advisor information on web and oracle reports are used by advisors and their supervisors for communication and caseload management. Owens has been using Sungard Banner for 10 years and is currently on Student 8.2.
0334: Banner 8: A Waitlist Worth Waiting For? (0334)
Prior to Banner 8 registration waitlisting was quite limited. When we went live in 2005 we did not even present it to our deans because so much of the work was manual. Banner 8 introduced new automated functionality to this area. In this session I will go step-by-step through the process of setting up waitlisting. I will show the new forms and new jobs and explain how they function. I will then show how the system operates both from a student viewpoint and from an administrator's perspective. In deciding how to configure the system several issues arise: which classes should use waitlisting, (all?), should students see their position on the waitlist?, when should waitlisting end in the registration process? I will discuss our approach to some of these issues (we hope to do a pilot test with some classes in our registration starting on April 12). This session will be useful for anyone who is currently planning to implement waitlisting, showing the actual setup required, or for anyone considering it for the future, giving you a real sense of how this new waitlisting system will perform.
0582: Banner Recruiting and Admissions (BOF) (0582)
Client led discussions on Banner Recruiting and Admissions. Come to this session to share with and learn from your counterparts at various institutions on a variety of topics.
0474: Banner Student Kickoff (0474)
This session will provide an overview of Banner Student deliverables since last year as well as preview upcoming releases. Archived sessions include PowerPoint Presentations only
0475: Banner Student Roadmap (0475)
An overview of the current and planned Banner Student roadmap. Will discuss recent deliverables and plans for future concepts and roadmap strategy.
0569: CAPP for Degree Audit & Official Diploma (0569)
If youre considering using CAPP module for Degree Audit & Official Diploma printing, wed like to share our experience. Anahuac Universities Network, a group of 9 universities in Mxico, has successfully used CAPP for Degree Audit since 2008. We configured all of our undergraduate and graduate programs and have been running CAPP as part of the end of term processing. We are currently using CAPP as the source of information for official documents such as transcripts and diplomas. We will be presenting additional banner functionality that weve developed and how this helped us reduce time & cost for our graduation process.
0667: CAPP XML Output - Technical (0667)
A technical session outlining changes made to CAPP output delivered in the 8.2 release. Topics to include altering stylesheets, creating new stylesheets for other output media, Altering the web to produce multiple reports, as well as how SMACPRT now drives the web report.
0217: Class Scheduling Registration Tools (0217)
The student registration process has always been a time consuming process. There are many choices and a constant training effort for each new incoming class. Students struggle with fitting sections within time constraints, selecting the appropriate link sections, and meeting specific section restrictions. The University of Illinois at Chicago has created two schedule tools to help in this process. The Class Scheduler allows students to build a schedule that fits within time constraints for open/all sections. The tool returns up to fifteen hundred possible schedule combinations. The Course Section Finder allows a student to find sections of a course that fit within an existing schedule. These tools provide the proper section combinations (i.e., lecture, lab and discussion). The tools were used during the Summer 2009 Orientation for incoming students. The registration time was reduced by at least ninety minutes and in some cases one hundred twenty minutes. This presentation will provide a live demonstration of the tools and the tool logic. The class is intended for all levels of users and will discuss the technical aspects of building the application.
0604: Client-Led Discussion on Advising (BOF) (0604)
This is a client-led discussion on Academic Advising. Attending this session is a great way to network and learn how other schools use Banner in the area of academic advising. Attendees are encouraged to bring their questions and/or discussion topics and exchange ideas about how Banner is used to support the policies and practices at other institutions.
0200: Course Demand Analysis (0200)
How do you determine which courses to offer each term? Loyola Marymount University has implemented Ad Astra's Platinum Analytics to assist in determining course demand each term. In this session we will discuss the implementation process, how we are using the tool to better evaluate our scheduling needs, and a demonstration of the product.
0326: Course Materials, Students & Bookstores (0326)
With state requirements to disclose required materials -- books to students and bookstores needing to know what books to order, a demand for disseminating this information has increased in the last year. Learn how one institution built on the existing Banner information and created a comprehensive system for faculty and staff to enter book and materials, confer this information to authorized bookstores (including Follet) and students. This small application includes order administration, book order maintenance, bookstore review and export, and student query. It was designed in APEX to seamlessly integrate into Self-Service Banner, but supports non-Banner logon for Bookstores.
0783: Course Planning Management Success Story (0783)
Want to know how to reduce the number of courses offered by 10%-15% and have better course access? Using PL/SQL reporting and simple data warehouse tables we did just that! Course data on the report included number of sections and enrollment over three academic years. Based on past enrollment numbers and next year admissions projections the number of courses needed was calculated. While eliminating a large number of courses and adding key sections for fall quarter we had the best course access in ten years. Additional business intelligence reporting was accomplished using MS Excel spreadsheet pivot tables, Microsoft Analysis Services cubes, and asp.net graphical front ends. The five solutions provide interactive views on Admissions statistics, courses offered, student credit hours, declared majors and awarded degrees. This reporting is used by our Provost, Deans and Department Chairs to see trends in enrollment, programs needed, courses offered, and degrees granted. These solutions have provided information in difficult budget times that enabled executive management and departments to make our university leaner and more efficient. Registrars, admissions directors, and enrollment managers would be interested in this solution. IT personnel would be interested in the technical aspects.
0477: DegreeWorks Registration Prerequisite Checking (0477)
Banner Student 8.4 includes a new feature enhancing the integration between Student and DegreeWorks during registration. Easily convert your CAPP prerequisites to DegreeWorks using a one-time conversion tool. Add new prerequisites using the DegreeWorks Scribe tool. Then turn on DegreeWorks prerequisite checking from within Banner. Banner will use the new DegreeWorks prerequisite checking capability during registration in both INB and SSB. Banner will also display the DegreeWorks-based prerequisites on the web in the catalog and schedule. Learn about the enhancements which enable this new level of integration. You'll view the prerequisite checking setup processes and capability to evaluate complex prerequisites. Find out about the new catalog and class schedule web services offered by Student and where we are heading. We'll look forward to capturing your feedback too.
0558: DISABILITY SERVICES-The Next Generation (0558)
This presentation is a follow-up to the 2008 Streamlined Disability Services in 8 weeks demonstration. Since then the NSCC Information Systems and Disability Services departments have collaborated to finalize their business process solution. The NSCC project was a combined effort between Student Disabilities and the Information Systems departments. The NSCC public web site combined with Banner’s medical and disabilities components, letter generation, job submission, Xtender Solutions, and ODS reporting have culminated in greater departmental efficiencies, productivity and communications. Presenters (Analysts) from Information Systems will provide information on how this was accomplished as well as providing perspectives from the viewpoints of students and the Disabilities department personnel about the transformation from an inefficient paper based system to a simpler three step application process. Information will be presented on the specific efficiencies achieved including a one stop process for students and how the Student Disabilities department is now able to effectively view, retrieve and track all aspects of students with disabilities. Furthermore this process better meets our state and federal data reporting requirements and provides information on approval status, classification, accommodations, case management with counselor notes all in a confidential and secure environment.
0343: eCatalog Integration with CAPP & SCACRSE (0343)
The University of North Florida (UNF) recently implemented a Content Management System (CMS) to create and maintain an online catalog and website. UNF has successfully utilized CAPP to provide accurate and timely programs of study in a dynamic environment. The CAPP degree evaluations and the basic course information (SCACRSE) are extracted from Banner, reformatted and fed to our online catalog. This functionality has enabled the university to use Banner as our sole source of data pertaining to this critical online communication medium. As a result, duplication of effort and errors in data entry have been dramatically reduced. A presentation team will discuss the functional and technical processes involved in extracting and formatting data from Banner 8.x to our online catalog including planning, testing, and pre- and post-implementation activities. This session is appropriate for all levels of functional and technical learners.
0232: End of Term Tips, Tricks, and Gotchas (0232)
End of term processing can throw you some gotchas if you are not prepared. This session will discuss end of term processing at the University of Alabama (UA) using baseline Banner Student processes along with the jobs, reports and data cleanup used at UA to ensure accurate academic data. End of term processing requires a detailed, methodical approach so that all tasks are achieved in the correct order. Banner Student processes will be discussed, including limitations, from managing grade rules to dropping students for un-met prerequisites. UA specific jobs and reports will be covered that include finding grade mode and grade mismatches (along with why that would occur), assigning a grade for un-graded classes, managing suspensions, setting parameters for AppWorx jobs, and more. Come prepared to ask questions and share information so that we can all do a better job of managing this critical function.
0640: If You Build It, They Will Apply (0640)
This presentation will describe in detail the Self-Service Graduation Application set-up in Banner 8.2. In addition, some of the decisions and changes to business practices that resulted from rolling this out to the user community will be presented and discussed.
1124: Immunization Tracking on Steroids (1124)
Because of laws passed in 2003, public institutions of postsecondary education in Tennessee are required to provide information concerning the Hepatitis B and Meningitis vaccines to new incoming students as well as verify certification that a MMR vaccination has been administered. The student is further required to indicate whether the appropriate vaccine has been received or they have elected not to have the vaccine administered. The absence of this information will prevent the student from registering through both Self Service and Administrative Registration. The process is complicated by the various exclusions established in the statute and by State Department of Health rules. At the 13 community colleges in the Tennessee Board of Regents system (TBR), it is common for people to decide the day before classes begin to start the process of applying for and being admitted to college. This session will discuss in detail the modification to baseline Banner that was required to ensure that the colleges are in compliance with the law without being inundated by a sea of paper that would be necessary to verify vaccination and the subsequent manual processes to place and remove holds on the student's record.
0759: Implementing Xtender for Student Users (0759)
This presentation will focus on the experience of implementing Xtender for all student users across the campus of the University of Southern Indiana. While it seems as though everyone wants documents scanned and available on-line, what does it really take to get Xtender up and running successfully? What do users expect and what is Xtender able to deliver? How much time does it take to implement and what are some of the pitfalls to avoid? Well discuss the importance of cross departmental collaboration, the development of a data standards document, the creation of security levels, the use of applications and document types, the implementation of self service Xtender, and just exactly how to manage everyones desire to have everything scanned. This presentation is geared towards anyone wanting to begin using Xtender, but just not sure of where to start and just exactly what the possibilities are for scanned documents.
0081: Importing the Common App (0081)
This session will describe the process that Middlebury College went through as it transitioned from manual entry of the Common App data to electronic importing of the data without the use of second-party products. The session will be partly a technical description of the process, but also a general overview of how to successfully manage a project of this scope.
0276: Managing A/R Early - Registration Cancel (0276)
This session provides information on how Purdue University utilizes Banner and Luminus portal functionality to deliver registration cancellation processes on our West Lafayette campus. Topics covered consist of why early management of receivables is important for our Purdue campus, how the process is delivered via Banner, how the process is configured within Luminus for display to students, internal processes managed by Purdue in order to follow through with a registration cancellation each semester, and tips on what to watch out for. Purdue West Lafayette is a recent adopter of Banner Student, (implemented in July of 2008), and is currently running the registration cancellation processes on Banner Student 7.3 and Luminus 4.2.1.
0184: Mastering the Art of Master Scheduling (0184)
Instructional scheduling is a challenge for most campuses. Scheduling classes, exams and university events efficiently while maximizing the use of the institutions facilities and educational resources, meeting instructor and pedagogical scheduling requirements, meeting student course demand and minimizing student conflicts is a complex problem. Purdue University developed Banner integration with an open-source timetabling software tool to build and maintain the master schedule of classes. It is a distributed system that allows university and departmental schedule managers to gather class resource and scheduling requirements and coordinate efforts to build and modify a course schedule that meets their diverse organizational needs while minimizing student course conflicts. The system is also used to build final and midterm exam schedules and manage room scheduling. Learn how the science of timetabling is incorporated with Banner for master scheduling at Purdue. This presentation, geared to both technical and functional users, will provide a brief overview and demonstration of the timetabling tool, showing how classes are scheduled and how it integrates with Banner. The technical integration architecture, development and implementation will be explained.
0254: Orientation and Non Shows - Two Perspectives (0254)
Come see two perspectives related to freshman checkin and orientations. Drexel will discuss an electronic Check-In page has enabled Drexel University to leverage Banner Self-Service to better identify freshmen "no shows." The University of Michigan-Flint has created an online process that guides new students through the orientation procedure. The process begins when the students type is figured when the student logs into Banner Self Service (SIS). From there the student is given a menu of orientation sessions for that specifically matched for their student type. If there are any charges for the session, they have the option to pay by credit card online. The next step automatically happens where the system evaluates any previous or transferred in credits and enrolls the student into any required math or writing placement exams. Once they are registered into the placement exams, they are then picked up into our Blackboard system where they can take the exams. The next step is showing the student their UM-Flint uniqname and letting them set their initial password. The next step is a confirmation page of their progress for printing. The process then, based on their student type, redirects them through the post orientation process where general information that a new students need to know. The online system has streamlined and error proofed the management of our new student orientation process.
0026: Paperless at Illinois - It Will Happen, Oh Yes, It Will Happen! (0026)
The Office of Undergraduate Admissions at the University of Illinois - Urbana/Champaign is finally going paperless. The main topics of the presentation are a.) Why not sooner? b.) What are we building? c.) How are we going to do it? It will cover project justification, key project definitions and principles, the functional scope, high-level technical architecture, and system integration with Banner and Banner Xtender Solutions. The intended audience is other large schools that are either looking for ideas for their own paperless initiatives or willing to share lessons-learned based on their own experiences.
0647: Providing Disability Services in Banner (0647)
Learn how your institution can customize Banner INB to provide more robust disability services to your students. This presentation is by the programmer who designed and developed the Oracle Tables, Forms, and processes for this new functionality. See the new tabbed Form driven off the Student Disabilities entered on the SGADISA Form. This new form stores confidential general disability information including ADA/504 Status, as well as listing Strengths and Functional Limitations for the disability services student. In addition, Documentation, Accommodations and Support Recommendations for each disability type can be captured. This Form can track all student Contacts and allow term-based assignment of Accommodations to Courses. Also, Banner Population Selection and Letter Generation are driven by an application server program to produce Accommodation Letters for each student to deliver to instructors. This new functionality enables the Disabilities Services department to maintain the detail required for each student and provide efficient service directly to each student.
0622: Re-Factored Faculty SS Security (0622)
Faculty and Advisors Self-Service has been re-factored to offer more control of access to the menu, term display, menu links and student information by faculty and advisors. Existing security has been moved from generic codes on GTVSDAX to a rule based form that allows each process to be customized for faculty or for advisors. Administrators, Faculty or Advisors who oversee, maintain access or utilize Faculty and Advisors Self-Service would be interested in the changes brought about by these efforts in Banner Student and Banner Student Self-Service versions 7.6.1, 8.2.1 and 8.3
0473: Registration and Records (BOF) (0473)
Client led discussions on Banner Student Registration and Records.
0708: Registration Goes Global with Study Paths (0708)
Banner Student 8.3 introduces new features that make registrations "curriculum-based." This enhancement makes it possible to link a students specific registration records (crns) directly to their curricula records. Banner 8.3 introduced this first phase of the enhancement we have called Study Paths. Our global development partners participated every step of the way in detailed requirement gathering and review of this new functionality. The result in 8.3 is the creation of Study Paths that allow the user to create a Study Path upon admission and use it to record and maintain student data tied directly to a curriculum and to permit or prevent registrations (Study Path status, Study Path standings - academic, progress and combined). This can then be used to link the Study Path to specific CRNs in registration through the Internet Native form. The Study Path connection is tracked through to Academic History using the grade roll process. Banner Student release 8.4 provides the ability to register using study paths via the Student and Faculty Advisor Self Service products.
0579: Self Service Your Way (0579)
Banner Self Service for Students, as well as for Faculty & Advisor, are critical to ensuring smooth day-to-day and term-to-term operations. Today no institution can provide effective student services without a strong web presence meeting a host of needs. But each institution has its own demands and expectations that cannot always be met by a “one size fits all” approach to web services. There are times when it is necessary to modify and add on to Self Service to meet the needs of an institution. This session will look at some tweaks and enhancements done at the University of Alabama to leverage Self Service for Students and Self Service for Faculty & Advisors to expand how we help meet the needs of students and instructors. Enhancements include photo roster, abbreviated class schedule look up for faculty, enhanced email option for large classes, transfer articulation pages, and more. We will share ideas about helpful enhancements as well as discuss some of the technical challenges. We want this to be an interactive session for all to provide suggestions and experiences for all to learn.
0449: Seven Sorrowful Mysteries of SORLCUR (0449)
Turn sorrow to the joy of understanding. What does the Current Ind checkbox in SGASTDN really do? Why do you have to set the SOACTRL Delete Learner Curriculum box and what can happen if you don't. How does SORLCUR_CURRENT_CDE really relate to the Backfill? What is a Current Record anyway? Or an Inactive one? What is the Order column and how to you use it. Can you really trust the Backfill - and how to check up on it. These and other mysteries of LEARNER Concurrent Curricula delved into. Of interest to both Functional and Technical users - with emphasis on how Banner addresses things "under the hood".
0583: Student Centric Periods (0583)
Baseline Banner processing for class scheduling, registration, tuition/fee assessment, and end of term grade processing has been modified to be used by each of DeVry's six 8-week sessions for each academic year. However, DeVry determines a students eligibility for financial aid, academic standing evaluation, and external enrollment reporting by semester. Come learn about these upcoming baseline changes.
0234: Student Services Data Integration - Flex (0234)
This session will demonstrate a new Flex-based Data Integration Module (DIM) for use with Adirondack Solutions housing, judicial, conferencing, and parking products. The DIM can send data back and forth with Banner and PowerCAMPUS, utilize the Banner 8 web service API's, schedule reports, send mail-merge emails, and integrate with other campus solutions such as dining services, card access, etc. The session will be technical in nature, describing in detail how this totally-redesigned DIM works. This session will be useful for anyone who manages data integration, as the DIM is a very open-ended tool that can be used in many ways for many different purposes.
0480: Summary of 8.2.1 and 8.3 Student Banner (0480)
Summary of 8.2.1/8.3 enhancements made to Banner Student including: Last Date of Attendance, National Student Clearinghouse, Multiple Race and Ethnicity and IPEDS, Transfer Credit Articulation Overwrite, and Faculty Security.
0380: Surviving, Managing, and Nurturing CAPP (0380)
Managing pre- and post-implementation of CAPP requires a clear understanding of where you want to be and what you want to accomplish by the end. From the very beginning, the University of North Florida (UNF) had a clear understanding that a successful implementation of Banner Student required having CAPP operational and fully functional. With its previous experience with online advising systems, UNF recognized that the implementation was only the beginning and that true success would depend on continued nurturing of the CAPP system. At the start of the implementation of Banner Student, UNF created a CAPP Team. This team was actively engaged throughout the entire 3-year implementation and actively participated in all consultant led business process analysis and training sessions. In addition, the CAPP team was an integral component of the Student project team charged with implementing the entire Student module. The CAPP Team focused on ensuring that all decisions about the implementation would have a positive impact on and result in a successful CAPP implementation. The presenters will describe the UNF process for achieving a successful CAPP implementation and continued oversight activities.
0549: The Power of Batch Compliance (0549)
As more and more institutions begin to use CAPP to track complex requirements, the Batch Compliance process (SMRBCMP, Banner Student version 7.4 and higher) becomes an increasingly useful tool for compliance processing on groups of students and storing their compliance results in the database. SMRBCMP is a powerful tool, and has a number of run modes and parameters that enable a variety of behaviors. And you can do more with the compliance results than just print a report or display them via Self-Serivce: you can extract them from the results tables using standard SQL and then use them as the basis for additional processing if desired. This session is not a CAPP how-to; instead it will address the functional and technical sides of creating compliance requests, running them, and interpreting the results, both singly and in batch. We will cover the ins and outs of using SMRBCMP, the advantages and limitations of each run mode, and how to read the compliance tables to extract the results that you can then leverage to streamline your institutions related business processes. Both Banner end-users and Student data analyst/programmers will benefit from USTs five years of experience with batch compliance processing and results extraction.
0697: The Real Business of Scheduling (0697)
This presentation focuses on the need for simplicity in scheduling versus the real issues associated with course scheduling (ensure optimal student choice, maximize the use of space and increase operational efficiencies). This interactive session will provide a non-technical introduction to scheduling and provide examples of how complex issues can have simple and implementable solutions. Additional attention will be paid to best practices at other institutions and discussing your scheduling challenges. Join us and learn from leading experts dedicated to your success.
0728: The Wonders of Workflow - A Case Study (0728)
Case study: How Western Michigan University automated the change in student residency request process Audience: functional & technical workflow users Version: Workflow 4.2 Years experience: 2+ years * Improved efficiencies and dramatically reduced process time * Improved student interaction, input and most importantly satisfaction * Process cuts across four departments * electronic form dispensed with all the old issues of paper process, from loss, to tracking, and confusion * Process monitor improvement: workflow owner can track process at any point without resorting to phone calls or e-mails * Lessons learned along the way; things to watch for and helpful suggestions * Html tags in approval e-mails helped client buy-in from losing old paper form * Validation of financial aid on RPRAWRD to route to proper next step in process * Changes to aid are made more quickly, eliminating need to refunds
0365: Tips and Tricks with Excel (0365)
Tired of your staff expecting you to run every report? Come see how easy Excel Queries can be to set up for your non techies to run reports that pull data from Banner themselves. If your staff can use basic Excel, they can use refreshing Excel spreadsheets to get the information they need. We'll look at Excel Queries in Office 2007 and we'll also cover some simple Excel tricks your staff can use with the new Excel Spreadsheets they've just created such as pivot tables, filters, and concatenation. Come learn how to make your staff more self reliant!
0642: Tracking International Students (0642)
In today's Global economy the make up of your student population is increasingly becoming international. The percentage of home grown students is reducing and the number of overseas students is increasing. In certain countries government agencies wish to track the entrance of these students to ensure they are doing what they should be. As such the Solution Centres have developed an International Student tracking module. This presentation will take you through the background of the module and give you a flavour of what it can do. As it is a generic tool then it will be shown how this module can be adapted to work in several countries. Currently it is used in Australia and the UK. The software is built on both Banner 7 and Banner 8 platforms and utilises the Process Rules Engine to extract the data and the Attendance Tracking module to record the events that the students need to go to.
1027: Transcripts ... the XML way - Functional (1027)
As a cost savings measure along with the extensibility of the language, the Tennessee Board of Regents system (TBR) chose to use the XML format for their electronic transcript exchange. The setup on the functional side is intense, cumbersome, and complex. This session will include the lessons learned in the planning, the functional setup, and the implementation for the 6 universities and 13 community colleges within TBR. The areas covered will be the specific forms setup, the impact of that setup on the overall process, and the error resolution / troubleshooting pertaining to the implementation. Please join us in the discussion of electronic transcript generation using the Banner XML process (SHRPESE) which will show you how to make your setup easier and with fewer errors. The presenters will also discuss the technical setup including the various files which need to be altered with information specific to your institution. We will be providing details of the overall process and specific examples of how the process works when you are using SFTP or an intermediate server for transferring the files to and from the server at UT Austin. Additionally, we will review the impact of the functional setup and also provide error resolution / troubleshooting ideas for the process. Included in the discussion will be the various issues encountered and resolved during the implementation of electronic exchange of XML transcripts among the 6 universities and 13 community colleges in the Tennessee Board of Regents system.
0988: Transfer Articulation: Import Catalogs (0988)
Importing Catalogs from Other schools for Transfer articulation One set of new features in Banner 8 support that concept of inter collegiate sharing, in particular, our schools academic course offerings. Banner schools can now export information from their catalog and make it available for both their own students and for other schools. Banner schools can make use of another schools posted catalog as the preliminary step for the transfer articulate process. This team of Jobs SCRCATE and SHRTCIM will be central to this discussion. By importing a schools catalog, evaluations of the courses took about half the time, and the data was improved by including course descriptions and long titles. What about non-banner schools? We will share our process to convert a course listing into XML format so it, too, could be loaded via SHRTCIM. The key tool for this is EXCEL with the XML Add-in. This talk will be useful to those responsible for building transfer articulation tables. SHRTCIM and SCRCATE are new in Banner 8.
0313: Transfer Equivalency Database - The College of St. Rose Modification (0313)
Questions we hear all the time: What does this course transfer in as? Can't you make the progress report do what I want? Does this class have any openings? Is it time to update the catalog already? We will provide an overview of the many different applications that we have created to help our campus deal with these questions. We have a large transfer population and to assist them we have created TED (Transfer Equivalency Database) to make the transfer of courses from our feeder schools more transparent. Students can see the transfer equivalency of individual courses, as well as the program requirements for their intended majors (from CAPP) to help in making their decision to attend Saint Rose. To assist with catalog editing, we have created an online system for faculty to input course descriptions and send them directly to the Registrar for approval with the click of the mouse. Our real-time course listings pages and web-enhanced CAPP output assist students and faculty advisors in navigating their way through the scheduling and degree auditing processes. Each of these systems will be demonstrated by the end users, in a session that is appropriate for entry and senior level administrators alike.
0723: University of Alaska: Upgrade to Banner 8 (0723)
As a long-time Banner customer, the University of Alaska looked forward to their Banner 8 upgrade in conjunction with an upgrade of their underlying Oracle database. However, their Banner upgrade could have been placed in a holding pattern due to the loss of their standard reporting tool. Learn how the University of Alaska managed to overcome this challenge and successfully launch Banner 8 as scheduled. Co-presenting with Quest Software, the University registrar will describe the issues they encountered before they could upgrade to Banner 8, their process of searching for a suitable reporting tool and their experience with the Quest Software solution - Toad for Data Analysts. Additionally, you'll learn how the solution helped the University of Alaska: - Standardize on a single querying and reporting tool across all University departments - Enable their employees to query and report on data regardless of their skill with writing SQL statements - Gain direct access to critical data without the need for an expensive business intelligence solution
0822: Unofficial Withdrawals in Banner Financial Aid/Student (0822)
The Tennessee Board of Regents (TBR) has made modifications to the Banner System to help in the monitoring and reporting of students that unofficially stop or never started attending class. The process starts with faculty becoming aware of the student's lack of attendance and entering this data in the system. At this point, the time status routine is called and the status calulated. As the Clearinghouse process is performed the time status is used which reflects the unofficial withdrawals. On the Financial Aid side, ROAENRL and RSRENRL have been modified to reflect the unofficial withdrawal so the student disbursement will be impacted. Also, when a student totally withdraws from the school the ESTS code (enrollment status) on SFAREGS is adjusted which impacts Title IV Refunding. The modification was implemented at all nineteen institutions within the TBR system and was developed to be flexible, automated, and reduce dat entry errors. Join us to learn about the inner workings of this modification.
0260: Upgrades/Patches: Creating Test Plans (0260)
You are busy enough with your day-to-day workload when along comes another upgrade or patch. Having a pre-developed test plan will save you time and effort and help ensure that the upgrade or patch will work correctly when implemented. This session will take you through the processes and procedures Drexel University uses in testing the Banner Student module each time there is an upgrade or patch. Examples from the upgrade to Banner 8.2 will be used, but this applies to any and all upgrades. Functional users who work with the Student module and are involved in testing would benefit from this session.
1088: Using INB and Xtender to Communicate (1088)
Discover how a newly formed One Stop Student Center communicates with home offices using Banner (v7.x) INB and Xtender. Using Xtender for form management and various comment screens for communication, offices communicate with each other without a need to run forms back and forth. This is a significant factor in the achieving a major goal of the One Stop - to minimize or eliminate a student's need to visit another office. Information will be presented by the Registrar and the Director of the One Stop Student Center of the University of San Diego.
0117: We have Duplicate IDs!! NOW WHAT ? (0117)
This session will review the processes and forms utilized at TCC in manually cleaning up our Duplicate IDs. The session will detail the resolution of Duplicate IDs for students as well as for students who have become employees, and will cover areas: 1) Student Personal Information 2) Student Registration Information 3) Student Academic History 4) Student Additional Information 5) Student Financial Information This session will not cover employee only Duplicate IDs as we are not live on HR yet. This session will provide scripts written for finding Duplicate IDs and scripts which identify the tables in which they are located. Release: STUDENT 7.4 (going to 8) Track Focus: Functional Learner Profile: Experienced User, Functional User Target Institution: Any Target Audience: Admission, Registration, and Enrollment Services staff
0747: Web for Parent (0747)
In 2004, Rose-Hulman developed a Web for Parent add-on to the Banner Self Service (Web Tailor) product. web4parent allows a student to grant parental access to selected BSS pages. This session will demonstrate the student and parent functionality and then discuss some of the issues and benefits involved with enabling parent self service. Two BSS Web Tailor packages must be modified to support Web for Parent. The package code, documentation and tables descriptions are available upon request. This is the 6th academic year that Web for Parent has been in production at Rose-Hulman. We invite other schools who have implemented web4parent to come and share their experiences and enhancements.
0259: Withdrawal Workflow: Some Pain/Much Gain (0259)
Is your withdrawal process unwieldly and time consuming? Wayne State University implemented a withdrawal process using Workflow to streamline an unwieldy and paper-driven process. Join WSU in a discussion of the business process analysis and the development of Workflow that now allows students and faculty to process withdrawal requests online. Learn what an evaluation of the process uncovered and what the data has revealed. While the initial process involved some pain the resulting gain was well worth the effort.
0688: XML Transcript - Technical (0688)
A Technical Forum on XML Transcript, focusing specifically on the setup and configuration steps needed to generate, send and accept the XML transcript.
Banner Student Aid for Canada
0458: A Tool for Financial Aid Need Analysis (0458)
This presentation will use the Banner Student Aid for Canada product (BSAC) to illustrate how to perform Financial Aid Need Analysis at your institution. It will cover topics like: - Defining an on-line Financial Aid Need Analysis Application (applicants profile) - Configuring the calculation of Academic Cost of Attendance - Example case: applying for Financial Aid Need using the on-line application - Tracking applicants that have applied for Need - Determining an applicants need step by step - Comparing the need of a given population and proceed to award - Analyzing results.
0437: Automation of Awards in Graduate Studies (0437)
This presentation will use the Banner Student Aid for Canada product (BSAC) and the Business Process Rules Engine (also known as BPRE, PRGN or MUU) to illustrate example cases for automating the awarding process for the Graduate Studies area. It will cover topics like: - Defining an on-line Financial Aid Application for Graduate Studies - Applying for Financial Aid using the on-line application - Tracking graduate studies applicants that have applied - Defining steps for automating the processing of the Graduate Studies awards - Automatic execution of awarding Graduate Studies applicants - Analyzing results.
0479: Build On-Line Financial Aid Applications (0479)
This presentation will use the Banner Student Aid for Canada product (BSAC) to illustrate how to create On-Line Financial Aid Applications for Faculties, Departments, Divisions, etc. at your institution. It will cover topics like: - Defining an on-line Financial Aid Application for collecting student aid applicants general information - Defining an on-line Financial Aid Application for allowing applicants to apply for generic or specific awards such as: scholarships, work-study awards, bursaries, etc. - Configuring type of information to be collected via on-line applications (questions): = Sharing VS unique = Required VS not-required = Numeric, date or character = Pre-fixed list of answers = Dynamic list of answers, - Preview of an on-line application in process of being built, - Releasing the on-line application to the public (applicants / students), - Etc.
Banner Student Analytics
1043: Student Retention Performance DPG Panel (1043)
The Student Retention Performance solution has been developed with client partners. Come hear them describe the value of their experiences and the value they expect to get from the solution.
Banner Student Retention Performance
1033: Student Retention Performance Overview (1033)
Student Retention Performance overview.
Campus Loan Manager
0268: CLM - "How to Processes" (HOT) (0268)
Ever wonder how to set up an ACH, Rehab, TRA, or process a deferment/forbearance in Campus Loan Manager? What about waiving late fees that have already been paid or changing a status type? Working in CLM for 6 years now, I intend to share my knowledge of these topics and more in this session. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0413: CLM - Due Diligence Cycles (0413)
From the seasoned to the brand new CLM user, this session will help you determine how to set up your invoice cycles.
0426: CLM - FISAP Preparation (0426)
This session will aid in FISAP preparation and assist with the "place-holder" questions that arise each year.
0820: CLM - Implementing ACH in CLM (0820)
Find out how easy it is to implement monthly ACH processing in CLM! This session will include everything you need to know in order to implement ACH. It will also cover the most commonly asked questions of those who have already gone through the implementation process.
0811: CLM - Running Queries in CLM (0811)
Have you ever wished your data could be at the tip of your fingers? Come find out how easy it is to create reports, pull data for reconciling or create files. Texas A&M University currently uses the query function in Microsoft Excel to run most queries. This presentation will discuss the tables and indexing in the CLM databases and will be beneficial to anyone using Excel or Crystal reports.
0456: CLM and A/R User Panel (0456)
This session is directed to schools using CLM or schools wanting to use CLM for Accounts Receivable collections. It will address questions on Criteria for transfer, accountability in the collection, write-off guidelines and purging of old accounts.
0668: CLM Borrower Web Access (HOT) (0668)
Version 2.6.0, released August 2009, contains the addition of the Borrower Web Access module that provides all your borrowers with instant and easy access to and control over their own information and has the added benefit of taking the pressure off the CLM administrative staff and office by reducing some of their workload. This hands-on-training session will cover the administrative tasks required for set-up, maintenance of staff and borrower accounts, steps for integration with payment gateway, e-exit processing, and reports for tracking borrower activity. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0476: CLM Federal Hot Topics and Into the Future (0476)
This 'State of Campus Loan Manager' session will not only highlight recent enhancements but will provide for an open forum to discuss implementation and reporting of the recent regulatory changes. Of major concern to all is the legislation related to the future of the Perkins Loan program. What are the potential effects on your institution, where will you fit in to the university decision process, how will your sister schools manage the program, and what can CLM debt management mean for your institution?
0064: CLM Resolving NSLDS Errors (0064)
This class will be for both novice and experienced users of CLM. We will concentrate on understanding the origin of NSLDS errors from within the system. Once a clean pre-submittal report is obtained we will discuss the 3rd level return errors. Which errors are self-correcting and how to process error correction within CLM will also be discussed.
0598: Custom Data Setup for Scribe (0598)
Using existing DegreeWorks functionality the University of Alabama has established Custom Data codes (SCR002) for use in both undergraduate and graduate degree requirements. Custom Data codes allow for an institution to define a variable, not otherwise available in DegreeWorks, to scribe against to meet a particular institutional requirement. This powerful feature allows an institution to customize scribe variables using existing data elements by creating a new code for use within an IF statement. This session will look at: (1) how to determine the data element to be scribed against, (2) data elements to filter against, if needed, (3) how to setup a Custom Data code record, and (4) how to use the Custom Code in a scribe block. Examples will be demonstrated and discussed such as student class, non-course requirements, additional GPA requirements, and more.
0103: DegreeWorks - Up and Auditing (0103)
This presentation will provide Purdue University Calumets 10-month implementation of DegreeWorks. During this presentation you will learn: How we used the powerful scribe tool to create audits that proved helpful for advisors and students (Examples will include: Elementary Education, Pre-Management, Non-degree Programs); How we used a staged approach for our go-live date to coincide with Priority Registration for Spring 2010; How we use the Curriculum Planning Assistant (CPA)as an information resource. In addition, lessons learned will be shared as well as an overview of our future plans for DegreeWorks.
0628: DegreeWorks Plan Approval Using Workflow (0628)
The University of Idaho has created a method for students to create their graduate study plans in DegreeWorks 4.0.3, and for these plans to be approved by advisors and the College of Graduate Studies using Banner Workflow 4.4. Once a plan is approved, the Registrar's Office pushes the plan into the audit for the student and advisor to monitor progress against the plan. This session will provide an overview of the technical details of the processes and an overview of the set-up of the educational planner to support the end user. Training materials, lessons learned, and tips for new users will also be shared.
0574: Steps to a Successful Implementation (0574)
The University of Alabama (UA) recently implemented DegreeWorks to great success with wide acceptance and use by students and advisors. This achievement required University wide participation during the implementation with a variety of resources. This session will discuss how the Office of University Registrar worked with campus constituencies, including strong Student Government Association involvement, to meet goals and deadlines. Integral to this implementation was the utilization of SunGard Higher Education scribing and consulting services. This presentation will discuss establishing the implementation team, working with SGHE scribing, developing campus involvement, scribing prior catalogs, developing Student Educational Planner templates, and much more. Promotional materials will be presented with the foremost being TV commercials developed for on-campus play, such as in the student union and dining halls, and also over the Universitys TV station. Other promotional utilized include bookmarks, campus newspaper articles, on-line training videos, the SGA chalking campaign, and t-shirts.
Enrollment Management Services
0921: Make your Recruitment Interactions Pop! (0921)
Do you know how many times you contacted your top scholarship winner? We do. Do you know what types of activities are most likely to lead to a deposit? We do. Do you want to know how we increased students contact by 100% in one month? I can tell you how. Learn how you can achieve better recruiting results, progress students more successfully, and focus counselor activities to obtain a full incoming class. This session is for current or to be users of Banner Relationship Management who assist in functional roles or establish priorities for admission staff. You'll discover how one year of using Banner Relationship Management 1.2 and 1.3 has changed the way Hamline University approaches undergraduate admission by strategically using and evaluating interactions and population lists.
0884: fsaATLAS Chalk Talk (BOF) (0884)
What is chalk talk? These are 10-15 minute talks are designed to give you insight to some of the changes that we're planning to do in fsaATLAS and are an open forum for Q&A. A list of talks will be published as we get closer to the conference time. Make sure you bring your questions.
0978: fsaATLAS DataLink: Making Things Easier (0978)
Getting International Student/Scholar advisors to use fsaATLAS can, at first, be a challenge. By judiciously turning off and then putting back on the checks for fields that are dataLink active can make the user experience immensely more user friendly. This is a practice we have been using at George Mason University since 2004 and though there are some serious pitfalls that must be guarded against, the advisors would not do without. There are a number of concerns that I will address in deciding which fields to have on in the dataLink to begin with and then which ones to take off. This presentation is primarily useful for International Student Offices and IT offices that support them.
0201: fsaATLAS Kickoff (0201)
fsaATLAS has had a successful year with a number of new customers and some major releases. In this welcome presentation, we will update customers on the product road map, strategy and area of focus for the upcoming year. Find out what new features are being developed and what you can expect to see for next year. This continues to be an exciting time for our product, our team and most of all, our customers.
0209: fsaATLAS Manual: How & Why Do I Do That? (0209)
fsaATLAS provides 3 separate manuals for using fsaATLAS that give great information about fsaATLAS functionality. However, it can be challenging to translate that manual into a functional guide that can be used by you and your office staff. fsaATLAS is used in many different ways in many different offices so the manuals they offer must be broad overviews of functionality. But, when it comes down to "Now, what do I do next" in a given process, one can feel lost. It is important to have an office manual for fsaATLAS, not only to help with processing questions but to develop consistency and accuracy across your office. This presentation will explore ways to create an office manual, including not only processing details (the How) but also office policies (the Why). I will provide an outline and some examples of our office manual that may help guide you in your quest for an effective fsaATLAS office manual.
0970: fsaATLAS Report Writer -- The Basics (HOT) (0970)
You don't have to be a SQL Socrates to create meaningful, well formed reports from your fsaATLAS data. The best data management system on earth is nothing without the ability to compile, analyze and measure your international population data. This session is for beginners, no technobabble here, just simple straightforward solutions to your frequently asked data questions. The session will demonstrate how to ask the questions, so the application can respond with an appropriate, and realistic answer. It will provide users with the gotchas to watch out for and some sample reports that you can implement as soon as you return from fabulous San Francisco. Did you know, report writer does more than produce reports? It's a promise you won't leave disappointed or empty handed! Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0886: fsaATLAS to the Rescue in SEVIS II Implementation (0886)
Whether you're ready or not, SEVIS II is coming. The good news is that fsaATLAS can help. In this session we'll discuss the functional aspects of SEVIS II implementation and how fsaATLAS can be used to support your efforts in complying with the new requirements. Changes in CIP Code assignments for your programs and how fsaATLAS can be used to capture changes in the biographic and employer data entered in SEVIS II by your students and scholars will be covered.
0855: fsaATLAS, Are You Ready for SEVIS II? (0855)
Dept of Homeland Security's Student and Exchange Visitor Information System (SEVIS) is being replaced with a new system called SEVIS II. The changes are very significant and will impact your institution business process related to International Student and Scholar reporting compliance. You'll learn some of the key changes in SEVIS II that will impact your institution business process as well as IT requirement (i.e. security). You'll also learn how fsaATLAS 8.0 helps your institution to ensure compliance with all the key changes introduced in SEVIS II. This session will especially be very useful for registrar office, admission office, ISSO and IT office audience.
0806: fsaATLAS, Centralizing Your Decentralized Campus (0806)
If your International Office is dealing with offices all over campus and trying to coordinate information from many sources, this session is for you! If your International Office works with F-1 students, J-1 students or scholars, or H-1B workers, you can centralize a decentralized campus with fsaATLAS and eScholar. Since the beginning of SEVIS, our International Office has been using fsaATLAS and eScholar, updating to the newest versions. New connections to offices on campus have been added as the need has arisen. Currently, our Office of International Admissions and Office of Legal Affairs (Immigration Attorney) are connected with direct access to fsaATLAS. The Student Information System, Registrars Office, and Office of Human Resources are connected to fsaATLAS by Campus Data Link. Departments across the main and regional campuses are connected to fsaATLAS by eScholar. This allows the International Office to receive new records and updated information in fsaATLAS electronically, assuring current and accurate information in the database. This session is for functional users but implementation may require some technical assistance. Functional or more technical questions can be answered.
1133: fsaATLAS, Life After Being a SEVIS Coordinator (1133)
If you are currently a SEVIS Coordinator in an international student or scholar office you may be thinking about what your future professional options are. One option is moving up the ladder in an international student and scholar office into a management position. What are the needed and necessary skills that a manager in an international office should have? What is in your professional toolbox and what will you want to add? This session is for anyone working in an international student and scholar office, and planning to move up into positions of more responsibility.
0849: fsaATLAS, Quest to Go Paperless Before 22nd Century (0849)
"Going paperless" is not only a trend, but it can greatly improve an office's professional image, data security and efficiency. And, it is green. Designed more for conference attendees who are at the beginning of their quest to go paperless, this session will share the choices and steps that ISSS at University of Illinois at Urbana-Champaign has made towards creating a paperless environment. The presentation will focus on fsaATLAS, eScholar and Banner systems and how to bolt on interfaces to them to derive the maximum amount of pleasure and minimum amount of work. The session will explain the differences between setting up a paperless office for the student and scholar sides of the house. The presentation will focus on how information and forms are collected with the long term goal of this information feeding directly to fsaATLAS and eScholar. Data security concerns will be highlighted and ideas presented to suggest methods for appropriately handling sensitive and confidential data.
0639: fsaATLAS, Something Cool I have Learned Lately (BOF) (0639)
This session will serve as a forum for clients to share cool tips and tricks that they have come across lately in using fsaATLAS or eScholar. The tips and tricks will come from the presenter, but also be elicited in advance from colleagues, who may come to share them (if they wish). The session will culminate in inviting participants to share something they did or tried lately that was "cool" (for example using the "adjust priority" function in the Enterprise Manager to improve the usability of drop-downs. This will also be an opportunity to encourage clients to share tips and tricks using the Regional Groups. This is for fsaATLAS or eSholar users of all levels who are implementing or are using fsaATLAS and/or eScholar. It will be based on fsaATLAS v 7.5.
0154: fsaATLAS, The Benefit of Custom Fields (0154)
This course will describe the under-utilized area of Custom fields in fsaAtlas. Surprised at how few of my colleagues used Custom fields in their fsaAtlas implementation, I feel it is important people know how to properly use and maintain their custom fields. It allowed us in the International Center at the College of Southern Nevada to eliminate a Microsoft Access database we had used in the past to report on admissions and orientation. We will focus on the different options within the Custom fields, the benefits of using Mandatory vs. String, and how to write proper reports to retrieve the data as required by the end user.
1066: Keep it Clean: Data Scrubbing in fsaATLAS (1066)
With data flowing from an SIS to fsaATLAS to SEVIS and back, maintaining clean data among the three systems can be burdensome. This presentation will highlight the strategies and techniques that the University of Illinois uses to make data verification and data scrubbing as painless and efficient as possible. We will illustrate how different reporting tools, including the Report Writer in fsaATLAS, can be used to generate both real-time and snapshot reports to aid in data verification. We will also demonstrate the use of on-demand and scheduled data updates to perform mass data cleansing in fsaATLAS. Since we use Banner as our SIS, we will have some Banner-specific content, but the general ideas guiding our process will be useful to non-Banner schools as well.
1135: Sending and Managing Emails in fsaATLAS (1135)
Email is a valuable tool to facilitate communication with your students and scholars. It can provide important information and reminders to help them maintain their SEVIS compliance. FsaATLAS 7.5.0 provides several methods of sending emails, such as automated alerts, email blasts, and ad-hoc emailing. This presentation will show functional users how to setup, send, and manage their email communication within fsaATLAS. The University of Hawaii has been using fsaATLAS since 2003 and has been sending emails out of fsaATLAS since 2005.
0694: Starting fsaATLAS - Data In - Now What? (HOT) (0694)
fsaATLAS has been set up, your techs have loaded data in from the student system for your F-1 visa holders, they have added your majors, the DSO's are in the system, now what? This class will be an overview of fsaATLAS and where your student data goes, how to find it if it does not appear, and how to download or reject data. We will discuss data origins, data flow, using the individual datalink, the Campus Datalink and the Datalink Manager. Your data extract is creating the Sevis-required events, are you getting "Create Student" events? For the create student events, we will practice setting up templates for Admissions. We will practice creating a new student record that does not get data downloaded. Registrations will download for new and current students, discussion will include how to handle these events, how to add the ones you do not get, how to untangle it when it goes wrong, and checking new and current students against the Sevis Alert lists. Personal Information Updates, extensions, completions and terminations will be discussed. Basic management of the Sevis Manager will also be discussed. Troubleshooting: what to do when you really get it wrong and have to clean up and reset! Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0087: Win - We Want It All and We Want It Now! (0087)
Victoria College's experience using Win services to create a full-service UDC in less than two years. VC replaced our entire legacy system with Banner, implemented a Luminis portal, switched to an Oracle RAC environment, brought all courses into an integrated course management system, and installed ODS, Workflow, and Banner Document Management Systems in a single integrated project. The Victoria College project manager will discuss the entire process, from product selection, through post-production support, with advice and lessons learned for other schools who want it all and want it now.
0590: Extend Your Portal To New Audiences (0590)
Most Universities now have a portal for their students, faculty, and staff. In this presentation, we'll discuss what Miami University has done to extend our portal to both incoming students and family members of current students by including relevant information from Banner and other systems. We'll also discuss what we've learned from the experience and ideas on how you can implement something similar at your institution.
0517: Prepare New Students Deposit - Paid Portal (0517)
In an economic year when every new student counts, Savannah College of Art and Design (SCAD) developed a portal to support the transition of deposit paid, incoming students from acceptance through orientation. Each new concept emphasized creating a foundation for IT personnel to learn more about admission business rules; and conversely admission staff became familiar with IT capabilities to create a solid partnership for all BRMS processes. Through this new partnership, we were able to create a successful new relationship with our students, and meet our project goals of increasing timely payments, reducing counselor calls, and anticipating the needs of specific student groups. Some of our key strategies included: - Designing a new portal skin with matching content look and feel for each catalog year - Using Luminis portal technology for all targeted communications - Defining new roles based on Banner definitions - Identifying new user attributes based on Banner detail codes, recognized by Luminis - Developing new interactive channels for the portal, like the New Student Task List - Pairing students with Banner assigned counselors presented in a Meet your counselor channel - Tracking all traffic and response rates using Google Analytics We measured our success from launch to fall orientation
0939: Prospective Student Portal / EM (BOF) (0939)
Prospective Student Portal (PSP) is basically the same as Luminis Platform, lacking only E-mail and Calendar for prospects. This session will share ideas for using Luminis Platform to create a sense of community with prospects the institution is courting. How to use fragments, targeted content channels, and community groups to engage prospects. The presenter has been involved in the engineering of PSP for two years, and that of Luminis Platform for ten years.
Performance Management Services
0804: Developing an Effective Strategy for Recruiting and Admissions Performance (0804)
Banner Enrollment Management Recruiting and Admissions Performance (RAP) is a powerful tool which can support your campus in proactively tracking and monitoring progress towards prospective student enrollment goals, as well as reporting on metrics that key campus stakeholders need to assess performance in a timely manner. However, in order to optimize the intelligence available through the solution, it is crucial to first have an effective strategy in place to provide a clear destination (what you want to achieve) and outline a detailed roadmap (how you plan to execute your strategy and measure your progress). This session will highlight the experiences and recommendations of Enrollment Management executives, functional staff members, and systems analysts from Tarleton State University, College of St. Scholastica, and Truman State University as they adopted a strategy first, solution second approach to implementing Recruiting and Admissions Performance on their campuses. Session participants will also see how the functionality of the RAP solution can support the monitoring and reporting of key performance indicators that are tied to executing an institutions enrollment strategy.
PowerCAMPUS Financial Aid/Power FAIDS
0150: PowerCAMPUS to PowerFAIDS Integration (0150)
This session will cover NUs PowerCAMPUS-to-PowerFAIDS integration solution. For years, NUs financial aid department hand-entered admissions records into PowerFAIDS. This changed 3 years ago when we set up a process that enables the Financial Aid dept to upload flat files of admissions data into PowerFAIDS. Weeks of data entry were reduced to a daily, one minute process. We also have a second flat file that loads anticipated credits of continuing students from PowerCAMPUS to PowerFAIDS. This has enabled the Financial Aid dept to filter disbursements to PowerCAMPUS based on registration status. Additionally, Financial Aid is able to track full/part-time status. This year, we added a third flat file that loads various admissions data updates. In this session, I will show you step-by-step how we created our flat files as well as the process that enables Financial Aid to export from PowerCAMPUS and import to PowerFAIDS at their own leisure. I will also share some valuable tips we learned along the way.
0788: Understanding Self-Service Roles and Permissions (0788)
The PowerCAMPUS Self-Service application is designed to simplify the users experience in accessing personal information; but what does that really mean and how do you manage it? This session will cover just that! From the general navigation of the PowerCAMPUS Self-Service application to managing roles and permissions this session will explore how to create new roles, manage those roles, and limit permissions to functionality within the application. As a final project in the session we will walk through the process of creating a new Form Maintenance tab in Self-Service and limit the permissions of this tab to a newly created role. As a learning outcome, this session will provide you the skills to set up the roles and permissions your institution will need to enable the right people to have the best access to the information they need.
0433: Admissions (BOF) (0433)
Admissions Birds-of-a-Feather (BOF) session will allow clients to share experiences and give crucial feedback on requirements for moving forward.
1152: Implementing Online Applications and Inquiries (1152)
Gwynedd-Mercy College was bound by piles of paper and file cabinets processing applications and degree and program inquiries the old fashioned way. By implementing Online applications and inquiries the Enrollment Management saves on countless work hours and physical labor. By using online applications both time and resources are saved. The College is able to save applications from being lost due to slow response time and inaccurate reporting. Communication improved between departments and applicants. Efficiency dramatically increased. Critical business intelligence is quickly retained and managed in central systems easily available to multiple departments. Online applications and inquiries dramatically changed the way we work and made a difficult process easy, efficient and lucrative.
0435: New IPEDs Data Collection in PowerCAMPUS (0435)
This session will go through the changes that were made to PowerCAMPUS and online data collection forms to collect IPEDS race and ethnicity data from students and prospective students.
0043: Paperless Admissions Office (0043)
Using Scheduled Actions with PowerCampus' Checklist Workflow to track and process applicants without ever seeing a physical copy of any paperwork. NOTE: This will also use an imaging system where the documents are stored. When an application is downloaded from the Web or typed in manually an action is created that has been assigned to an admissions counselor and is seen on that counselor's checklist in PowerCampus. The counselor than reviews this applicant and marks that this step in the process is completed. If transcripts are still needed a new action will appear in the counselor's checklist indicating that they need to be reviewed again because their transcripts where received. The counselors have a second monitor that they can use to look up the transcripts in our imaging system. This process when combined with our Action Schedule admission letters makes the process complete.
0261: PowerCAMPUS Digital Campus Opening Session (0261)
The PowerCAMPUS Digital Campus opening session will be a welcome and overview of the PowerCAMPUS Product Roadmap. Archived sessions include PowerPoint Presentations only
0502: PowerCAMPUS Academic Records (BOF) (0502)
Discussion will be encouraged between users of PowerCAMPUS Academic Records to share successful solutions of similar issues in the organization and maintenance of student records. How did you use data fields in the Academic Records Setflow to meet a specific institutional need? Do you use a field to track data for non-academic purposes, institutional research, or academic advising? This Birds-of-a-Feather (BOF) is primarily for Registrars and others Academic Records users.
0858: PowerCAMPUS Admissions.Net Beta (HOT) (0858)
This hands-on session focuses on the one of our latest projects, PowerCAMPUS Admissions. In this session users will be introduced to the Beta version of Admissions.Net, the PowerCAMPUS admissions module. Users will be given a brief overview of the product and some of the plans for the future of the product. All users will learn the basics of installing the PowerCAMPUS Admissions Publishing Tool. This session will go through step by step all of the tasks that are needed to successfully publish the database, client, and services that make up the PowerCAMPUS Admissions product. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.
0410: PowerCAMPUS Admissions.Net Update (0410)
This session will update PowerCAMPUS clients on the current status of the rewriting of the Admissions setflow from a functional perspective. Archived sessions include PowerPoint Presentations only
0163: Scheduled Actions - More than Just Letters (0163)
Interested in using scheduled actions to do more than just sending letters? Ever think about driving scheduled actions off tables other than the academic table? This session will provide examples of how to do just that from the PowerCAMPUS (6.31) admissions setflow. We will look at how Mount Olive College has created forms, summary application sheets and labels to run with mail merge processing, as well as tracking documents and events with scheduled actions, running letters for admissions stops, automatically scheduling phone calls, and much more.
0910: Social Networking in Enrollment Management (0910)
Facebook: Friend or Foe? This session will feature a lively presentation about the ways in which Social Networking tools such as You Tube, Facebook and Twitter can enhance the Admissions Process while also showcasing a no-no or two. Only 25% of colleges worldwide are leveraging these tools, what about the rest of us? While the presentation will mainly focus on the recruitment in general, the presenter will show ways in which this can be tracked in PowerCAMPUS. Novices and Experts to this latest phenomenon are invited to this session just no negative tweeting about the session!