Session Catalog
- Track
- Product/Service
Hint: Press CTRL F to bring up the "Find" window and search for session title or specific words or phrases in the catalog.
- Product/Service
- Advancement
- Business Intelligence & Performance Management
- Finance
- Financial Aid
- Human Resources
- Portal, Communication, Process & Information Management
- Recruiting & Admissions
- Student Services
- Teaching, Learning and Student Success
- Technical, Architecture & Integration
- Technology & Planning Services
- Universal Interest
- Community Source/Commons
- Keynote/Plenary/Guest Speaker Session
- Meals/Receptions
- Special Interest
- Thought Leadership - Not Related to a Specific Product or Service
- Training Services
Advancement
Advance Technical
6056: Advancement Software Development Team Update (6056)
Back to top
Lead Instructor: Steve Hamel, SunGard Higher Education
Description: Learn about the Agile/Lean development methodology, continuous integration QA process, and other changes the SunGard Higher Education Advancement Development team has made.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3083: Electronic Pledge Reminder to Auto Populate Online Payments (3083)
Back to top
Lead Instructor: Herbert Brunswick, Georgia Tech Foundation, Inc.
Description: In an effort to "Go Green," reduce cost, and to make pledge payments easier, the Georgia Tech Foundation developed an electronic pledge reminder process. This process sends out an email message to all active entities within a select audience who have an active pledge in Advance. We are on Advance 9.4.0.1. In the body of the email, we have embedded a dynamic link that carries the bio and pledge information to automatically populate an online giving form that is interfaced with our payment gateway. Upon clicking the link in the body of the email, we automatically populate the web form with the donor's bio information and pledge amount. This allows the donor to update their address, email, and/or phone number. Upon accepting or modifying the bio and pledge payment amount, the next form that appears is the payment gateway form where the donor enters their own credit card information. At this time, we also populate an Advance table to process the credit card gifts through gift loader, then into the gift ledger for final processing. We also use this process with SmartCall 9.6 which allows the callers to send out an email message thanking the donor for their pledge.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3721: Importing Bulk Data into Advance via Batch Files (3721)
Back to top
Lead Instructor: Jay Morgan, Texas A&M Foundation
Description: We created a process to import data into Advance from CSV (Comma Separated Value) files. Once files are stored in a directory a batch file is launched which imports the data into Advance tables. The user does not need a database log-in or other special privileges. We use this process to import credit card settlement and data for Gift Loader.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5242: Nuts-n-Bolts of Campaign Reporting (5242)
Back to top
Lead Instructor: Kai-Joachim Kamrath, Columbia Univ
Description: A brief review of CASE Campaign reporting standards followed by an in-depth discussion on how Columbia University is using Advance to design consistent reporting for its $4 billion Capital Campaign.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersAdvance Web or Windows
6055: Advance Membership SIG session (6055)
Back to top
Lead Instructor: Thomas Moore, Penn State University
Description: The Advance Membership SIG business meeting will be discussing the future of the Membership SIG and product enhancements.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6059: Advance Mobile (6059)
Back to top
Lead Instructor: Steve Hamel, SunGard Higher Education
Description: Our world is changing and so are the requirements of our staff. Staff are more frequently using mobile devices. Learn about Advance Mobile and the new initiative for the next version of Advance Mobile which will be built upon the SunGard Higher Education Mobile Platform.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3670: Advance Suite Kickoff (3670)
Back to top
Lead Instructor: Tom Scarlett, Sungard Higher Education
Description: Join Tom Scarlett, Advance Suite Product Owner, for an update on recent product releases, client successes, and Advance community news. During this session we will also review upcoming planned releases and current enhancement project prioritization for the Advance Suite products. Make sure to join your peers for this informative session!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners7269: Advance Suite User Group Annual Meeting and Lunch (7269)
Back to top
Lead Instructor: Bill Kavan, SunGard Higher Education
Description: 2011 Annual Meeting of the Advance Suite User Group. All Advance and SmartCall users are encouraged to attend.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6058: Advance Web Homepages and Beyond (6058)
Back to top
Lead Instructor: Michelle Hart, SunGard Higher Education
Description: Learn best practices and see what other institutions have done to leverage profiles and the configuration utility in Advance Web to facilitate communication and efficiency. We’ll discuss planning for go-live and what to do after the initial go-live to take configurations beyond the home page.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3616: Advance Web SIG Business Meeting (3616)
Back to top
Lead Instructor: John Vega, University of Chicago
Description: 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 institutions 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3726: Advance Windows SIG Meeting (3726)
Back to top
Lead Instructor: Carla Thomas, Carleton College
Description: This is the annual Advance Windows SIG business meeting and it will include the formal transition of officers serving the user community during year of term completion. Typically we use this meeting to review activities since our last meeting, take suggestions for future actions/WebEx topics, discuss new functionality, and discuss the proposal of the formation of the future Advance SIG (merger of Windows & Web) as one SIG.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3371: Advance Windows to Web - Making the Case (3371)
Back to top
Lead Instructor: Carla Thomas, Carleton College
Description: This session will be a panel discussion for anyone interested in migrating their current Advance Windows environment to Advance web. The focus of this panel will be how to build the case with your institutions management for both the associated costs of conversion, as well as the need of a web tool versus a client installation that can be run on a shared resource. The panelists for this discussion will be representatives from across the spectrum of school size, type of school and stages of migration.
Session Type: Panel
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5286: Argos Reports for Advance Data (5286)
Back to top
Lead Instructor: Lisa Skinner, Texas A&M Foundation
Description: As we migrate from Windows to Web, reporting solutions have been of great interest. Do we go with Crystal, Cognos or some other solution? We choose the some other solution, Argos. The Association of Former Students and the Texas A&M Foundation are in the process of converting our current InfoMaker reports into an Argos based report. With Argos, we are able to build dashboards, schedule reports and allow our end users to manipulate data through OLAP data cubes. This presentation will provide an overview of the software and showcase the reports we have created so far.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5343: Auto-Magic Data Harvesting (5343)
Back to top
Lead Instructor: Michael Reopell, Williams College
Description: This session will show how Williams College (working in partnership with Harris Connect) has developed an automated system to 'harvest' biographic updates from their alumni population. Making use of pre-populated web-based secure forms, Williams has empowered their bio-staff with a simple process that allows them to send email updates to database constituents. These email update requests can be targeted at employment updates, marriage updates, birth/adoption updates, etc. The updates submitted by alumni are automatically sent back to the bio-crew (via our Harris online alumni community) for entry to the Advance database. The working prototype was realized in October 2010 - so the results should be measurable by the time we gather in New Orleans. If getting more done with less is on your list of things to do - stop by and check this out.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3675: Collaboration: Meet Me at the Corner of System and Process! (3675)
Back to top
Lead Instructor: Emily Walsh, University of Chicago
Description: Want to make changes that last? System enhancements without changes to business processes may end in disaster. How can you capture business needs and the processes that must take place, both in the system and in your office, to facilitate change? It is important to have a process that leverages the database to respond and adjust to constantly evolving business needs. When the University of Chicago began prioritizing interdisciplinary fundraising activities, a University-wide data group was created and charged with addressing these needs. A holistic approach to this problem included a thorough review of existing processes and how they were supported (or not supported) by Advance Web 9.4. Data group members Emily Walsh (Prospect Management), David Sendre (User Relations), and Bond Lammey (Prospect Research) will walk attendees through their approach and the changes and enhancements to processes and systems that resulted. If you are an IT professional charged with meeting the business needs of an Advancement Support team or fundraising operation, or if you are a member of an Advancement Support team, come and learn how to conduct functional analyses for all areas of your operation and apply these analyses to improve organizational efficiency.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5282: Implementing a Gift Assessment Fee... To Fund Advancement (5282)
Back to top
Lead Instructor: Kushal Dasgupta, NC State University
Description: NC State in 2010 implemented a Gift Assessment Fee in Advance to generate funding for University Advancement. This session describes the technical implementation of the Assessment and is a follow up to a presentation that John Taylor at NC State made last year about creative funding models for Advancement.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2938: Issue Management and the System Development Life Cycle (2938)
Back to top
Lead Instructor: Mary Nell Murphy, University of Chicago
Description: Issue tracking software can be a great partner as you work through system tasks. It can be used --for issues big and small-- to keep in line with scheduled releases as well as day-to-day activities. Using the software RT-Request Tracker as an example, this session will provide values to monitor progress, ownership, priority, timing and workflow. Examples will be provided of how to automate selected category updates while testing and releasing code modifications. We'll look at one way to use issue tracking software, meeting schedules and planning guidelines in order to coordinate implementation of bug fixes, enhancements, projects and general support.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4921: Maximizing New Features in Advance 9.5 and 9.6 (4921)
Back to top
Lead Instructor: Mary Esther, SunGard Higher Education
Description: Keeping pace with new features and changes in Advance helps provide the best service to your users. Advance 9.5 and 9.6 bring changes in the address tables, windows and forms that allow data managers to better track addresses, phone and other electronic devices as well as social media and e-communication contact information. Additionally there are enhancements to the iModules ™ and Experian/QAS™ components embedded in Advance. These new versions support the Windows 7 operating system and its IE 8 browser, the Macintosh OS 10.4.x, and Firefox 3.6.x.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required5342: Measuring Alumni Engagement (5342)
Back to top
Lead Instructor: Michael Reopell, Williams College
Description: This session will demonstrate the model developed at Williams College to measure alumni engagement. The model is being used in a production status in the Advance Windows Database System. Engagement scores are computed and recorded across four base metrics for all alumni and groups of alumni at set times throughout the year. This session will also show how these scores are being used by the Office of Alumni Relations & Development to better meet business needs.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5056: Onboarding Staff: Link Training Processes & Rights Security (5056)
Back to top
Lead Instructor: Rita Jedlowski, University of Chicago
Description: The presentation will focus on processes applied at The University of Chicago to identify a new Advance user, line of communication with the supervisor to determine the required rights assigned based on the user's job responsibilities, training required to activate those rights, track that training and how and why system access changes. Best practices will be covered regarding the pros and cons for how much access should and does a new user receive. Ex. User account activation before or after training; Assign needed rights before or after the completion of the matching training course.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5159: Prospects, Planned Gifts & Production Reports (5159)
Back to top
Lead Instructor: Lisa Skinner, Texas A&M Foundation
Description: The Texas A&M Foundation is using Advance's Planned Gift screens to capture planned giving activity to Texas A&M University. With a bit of modification, we are able to track the expected values, the realized amounts, and the beneficiaries of these gifts. This presentation will cover the planned gift entry process, the automation we have implemented to ease entry, the reconciliation of realized gifts, as well as the reporting solutions we have created to track the total dollars of planned giving to Texas A&M University.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3624: Receipt, Remind, Renew: Advance Web Correspondence (3624)
Back to top
Lead Instructor: Jana Brown, Ariz State University Foundation
Description: The Arizona State University (ASU) Foundation needed to provide semi-automated correspondence functionality for production of gift receipts, pledge reminders and membership acknowledgements and renewals. We chose to use the table structure of Ack Helper in Advance Web but develop a custom set of procedures and forms to supply the requested functionality. Our correspondence 'module' uses the nightly gift/membership processes to present correspondence data in appropriate buckets for correspondence generation by the functional departments. As correspondence is processed, a correspondence history is also accumulated and displayed per entity on the Entity Overview. The ASU Foundation is on version 9.3 of Advance Web.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5017: Six Sigma 101 (5017)
Back to top
Lead Instructor: Robert Ware, UC Davis
Description: You've increasingly heard the term used in our nonprofit industry. But just what is Six Sigma? Is it something that we can use? Can I or should I implement Six Sigma at my shop? What tools does Six Sigma offer that can help me? How does it differ from other process improvement approaches? These questions and more will be asked and answered in Six Sigma 101. This presentation is designed to provide participants with a general understanding of Six Sigma, its concepts, and capabilities as well as some practical ideas that you can carry back with you. We will also review several of the core tools used in Six Sigma that are applicable to our industry. Here is some helpful pre-work for participants. Watch a couple of episodes of Law & Order. Not required but will give you a head start on learning the Six Sigma way!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5018: Training Delivery Methods - What are You Using? ILT,CBT,etc. (BOF) (5018)
Back to top
Lead Instructor: Gloria Jackson, University of Chicago
Description: This Birds-of-a-Feather session will focus on training delivery and support best practices for Advance 9.x. Participants will share their delivery, hosting, distribution and training material management challenges and successes - what's working well and what should be avoided.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4928: Use and Design of Crystal Dashboards in Advance Web (4928)
Back to top
Lead Instructor: Daniel Kennedy, SunGard Higher Education
Description: Your users often seek the most up-to-date and visually appealing data in Advance. The Crystal Reports Dashboard tool is a convenient application to create meaningful information from the myriad data in Advance. This presentation will explore the varied uses of dashboard in Advance and deliver information on how to get started using this product to enhance access to information from Advance.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 3 - Senior and Experienced Practitioners5560: Visually Deconstruct Your Data Model for the End User (5560)
Back to top
Lead Instructor: Gloria Jackson, University of Chicago
Description: Have you ever wondered how your data links in the background or how queries rely on these links? This session will demonstrate the Advanced data model and show how the entity is the building block for all data stored.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersAdvancement General Interest
6218: Advancement Community Networking (BOF) (6218)
Back to top
Lead Instructor: Carla Norris, SunGard Higher Education
Description: Jump start your Summit networking experience by attending the Advancement Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Advancement Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3514: Advancement Opening Session (3514)
Back to top
Lead Instructor: Bill Kavan, SunGard Higher Education
Description: Please join Bill Kavan, Vice President, Product Management & 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4041: AWA Entity Profiles (4041)
Back to top
Lead Instructor: Rob Christina, University of Rhode Island
Description: In this session, Application Development/Programming staff will have the opportunity to see just how much valuable entity information is available in the Advance system. In particular, gathering this data and presenting it in Crystal Report format.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4072: Global Architecture Update on Advancement Solutions (4072)
Back to top
Lead Instructor: Joseph Watters, SunGard Higher Education
Description: An update on architectural directions for products in SunGard Higher Education's advancement portfolio.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4988: How to Communicate and Fundraise Using a Mobile Device (4988)
Back to top
Lead Instructor: Steve Haskell, mGive
Description: The text HAITI to 90999 mobile donation campaign ignited a social movement that opened new avenues for charitable giving. This explosive new medium for giving has turned public compassion into material action, arming millions of Americans with the power to create social change through a simple text message donation. Despite the growing popularity of mobile donation campaigns, the ability to convert one-time anonymous donors into lifelong supports remains a challenge that many nonprofit organizations are faced with today. Through this session, participants will discover the secrets to crafting successful mobile donation campaigns that drive recurring results. Participants will acquire the skills necessary for building lasting donor relationships including how to establish and grow effective mobile databases that highlight and capture specific information about donors. Additionally, participants will learn how to effectively integrate these mobile databases into their overall communication and fundraising strategies. This session will also explore, a verity of marketing tools, including SMS communications and social media outlets, that when used to promote a mobile donation campaign will help to build a stronger supporter base. Finally, participants will receive real world examples that illustrate best practices for establishing effective mobile communication and fundraising strategies that deliver lifetime donor relationships.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4746: iModules Integration Panel Discussion (4746)
Back to top
Lead Instructor: Brian Duisenberg, University of California, Santa Cruz
Description: This session provides a panel discussion regarding the iModules integration experience. Attendees will have the opportunity to hear input from clients, SunGard Higher Education representatives and iModules representatives.
Session Type: Panel
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3922: Lifecycle of a Gift (3922)
Back to top
Lead Instructor: Karen Hurst, Rutgers University Foundation
Description: This presentation will discuss the full lifecycle of processing a gift through the advancement services process. Beginning with the acceptance of the gift by the development officer and development of a fund agreement with the donor, we will then follow the check through accounting, gift processing, receipting, gift acknowledging and stewardship. Functions performed by development officers, accounting, data entry, and donor relations will all be covered. Rutgers University Foundation processes over 100,000 gift transactions per year for over 30,000 donors. This presentation will provide an overview of a large advancement services organization and would be helpful for: those new to development or advancement services; development officers; those in smaller or similar advancement services organizations who would like to learn more about the business process and automation; and members of other university departments and/or Information Technology who would like to learn more about advancement. This session is based on a monthly class presented by Rutgers University Foundation to our new development officers.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4913: Marketing Yourself as an Advancement Professional (4913)
Back to top
Lead Instructor: Amy Phillips, Tulane University
Description: The economy might not be back in full swing yet, but there is a steady flow of opportunities being advertised in nonprofit advancement. Perhaps you've been considering a change in your portfolio of skills to go in a new career direction or possibly you just want to take the next step onwards and upwards in the career path you're already following. Come prepared to consider how a few basic tactics and simple adjustments to your routine work habits can help raise your professional profile and enable you to explore more career opportunities!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4915: Matching Gifts - Topics and Trends (4915)
Back to top
Lead Instructor: Amy Phillips, Tulane University
Description: This session on matching gifts will cover many of the basics for both starting and improving a matching gifts program. Part of the session will be devoted to reviewing feedback from a comprehensive survey on matching gift programs has been hosted through the SupportingAdvancement.com site for the past 5 years. We'll take a look at some of the common strategies in addition to touching on a tactic which has gained greater appeal in recent years – matching challenge grants. This session will enable discussion from overarching trends to nitty-gritty basic details of what people report as working (or not!) in their own matching program endeavors. Any sample solicitation or stewardship materials used to improve matching gifts revenue at your organization which you would like to share are welcome!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required2977: Modeling Banner Advancement for Data Warehousing and BI (2977)
Back to top
Lead Instructor: Jang Kwon, Concordia University (Montreal, Canada)
Description: The data within Banner Advancement is of much value to high-level administrators and key decision-makers of an institution. A key problem experienced by most is to be able to access this data and get results in a timely manner. The advent of data warehousing and business intelligence tools now allow this kind of access to the desired data through an intuitive and user-friendly interface. However, to make this functionality possible, the tables that encompass Banner Advancement need to be modeled in a new way. This session will present a basic methodology in planning and constructing a database model tailored for high-level reporting needs that can then be used with the data warehousing or business intelligence tool of an institution's choice.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2943: Prospect Management 101 (2943)
Back to top
Lead Instructor: Stephen Swain, Syracuse University
Description: The purpose of Prospect Management is essentially to track which entities in your database are identified as Prospects (whether they are Major Gift, Planned Gift, Leadership Annual and whether they are Corporate/ Foundation or Individuals), why they are prospects, what their giving capacity is, how inclined they are to give to you, for what purpose, who is responsible for engaging them with the institution, at what stage are they in the cultivation/solicitation process and eventually what funding proposals are they being asked to consider and at what stage are they in that consideration. This session will introduce this process and review some of the techniques, coding and reporting that will assist your institution in managing your prospects.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience5366: Prospect Management Reports - From Tactics through Strategy (5366)
Back to top
Lead Instructor: Terry Callaghan, Rutgers University Foundation
Description: We will explore the range of prospect management reports used by one institution, from the tactical used by the prospect managers on a daily basis to those used by executives for strategic planning. In addition, we will discuss how this supports our prospect management policies and procedures and decision making process. Performance metrics as well as pipeline planning will also be covered.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersAdvancement Performance
5252: Advancement Performance Client Panel (5252)
Back to top
Lead Instructor: Mike Salisbury, Sungard Higher Education
Description: Advancement Performance clients will discuss their experiences with the solution, benefits and value
Session Type: Panel
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5251: Advancement Performance Overview (5251)
Back to top
Lead Instructor: Mike Salisbury, Sungard Higher Education
Description: Learn more about Advancement Performance - a comprehensive set of business intelligence capabilities designed for higher education advancement. SunGard Higher Education's Advancement Performance is a tightly integrated package of advancement scorecards, dashboards, reports, and analytic capabilities coupled with a powerful data warehouse. Designed to give you better visibility into the performance of your advancement activities, Advancement Performance provides alumni relations staff, fundraisers, your management team, and other executive stakeholders with insight into your dynamic advancement environment. Attendees will learn about new and innovative ways to manage prospect pipelines and analyze fundraising progress towards campaign goals.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4173: What can Advancement Analytics for Cognos Do for You? (4173)
Back to top
Lead Instructor: Michelle Hart, SunGard Higher Education
Description: A review of the product and open discussion on its benefits.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited ExperienceADVIZOR Solutions, Inc.
5216: Advancement Reporting with ADVIZOR using ODS (5216)
Back to top
Lead Instructor: David Smittle, Ohio Northern University
Description: Ohio Northern University has taken a unique approach to implementing the Advizor data visualization product. By using the Operational Data Store (ODS) as the data source behind Advizor, Ohio Northern will share how it implemented the product off-the-shelf and out-of-the-box, with little if any customization. Ohio Northern is using the product for end-user reporting and data querying purposes.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Advancement
5266: Advancement and Ticket Office Data - Creating a Point System (5266)
Back to top
Lead Instructor: Jason Mayer, University of Idaho
Description: The athletic department at the University of Idaho wanted a way to integrate ticket data with Banner information with the hope of creating a points system that can be used for a reseating project for football, postseason ticket allotment, and ultimately fundraising. This presentation will chart the path from an external ticket database load into Banner, matching/creating records, and end up with a report that assigns a point total to each constituent based upon multiple variables and their weights.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3381: Banner Advancement Kick-Off (3381)
Back to top
Lead Instructor: Carla Norris, SunGard Higher Education
Description: Join Carla Norris, Banner Advancement Product Owner, for an update on recent product releases, client successes, and Banner community news. During this session we will also review upcoming planned releases and current enhancement project prioritization for the Banner Advancement product offering. Make sure to join your peers for this informative session!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4836: Connecting the Dots: Mobile Contact Reports (4836)
Back to top
Lead Instructor: Victoria Van Horsen, The Principia
Description: Keeping our Development Officers mobile while still getting necessary contact reports completed seemed impossible and filled with excuses. Principia spent 6 months breaking down what the officers needed and what we needed in our system to develop a solution that integrated with Banner Advancement 8. While our final tool is a custom solution the logic is the same and can be implemented in a variety of ways utilizing the tools you already have. Virtually any collection method can be used in conjunction with a script that loads the results into Banner from a csv file. We will share the best practices we learned along with the concerns and solutions we discovered during this project. We will also have examples of our tool and how you can easily implement your own tool, along with a look at SSB.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4025: Data Load Processes in Banner Advancement (4025)
Back to top
Lead Instructor: Scott Geiser, SunGard Higher Education
Description: This session will highlight the data load processes supplied as part of the Banner Advancement baseline product.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3645: Defining and Managing the Major Gift Pipeline (3645)
Back to top
Lead Instructor: Thomas Chaves, Lehigh University
Description: How to efficiently use the Prospect module in Banner Advancement to manage a major gift pipeline. From identification all the way through securing a major gift, learn how Banner is being used to track multiple initiatives for over two thousand major gift prospects. Also, utilizing the Solicitor Organization module to track individual development officer goals will be reviewed. Using Evisions' Argos product to track progress and results for individual gift officers as well as advancement management. Intended users are any Banner Advancement users interested in learning how to use the prospect management features more effectively and efficiently.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3644: Extending Banner with GTVSDAX (3644)
Back to top
Lead Instructor: Thomas Chaves, Lehigh University
Description: Ever get a request to group some Banner codes together for reporting or process reasons? Is the end result 'hard coding' the grouping in the report and then documenting/remembering where you've 'hard coded' things when items/business processes change? GTVSDAX is a powerful tool for defining business definitions that can then be incorporated into reports and WHEN business definitions change, no coding results are required! Put control in the hands of Advancement Services vs. IT for how Banner can be 'extended' without modification or rework. Come learn how Lehigh University has used GTVSDAX to define goals, group project codes that make up an initiative, organize activities for effective volunteer management, and combining geo codes for a broader region deployment of events and fundraising activities.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4073: Extending the Advancement Connector (4073)
Back to top
Lead Instructor: Joseph Watters, SunGard Higher Education
Description: Banner Advancement 8.3.2 introduced the Advancement Connector, a data transfer and integration connector designed to be extended or modified by clients in an upgrade safe way, including the delivered integration with iModules Encompass. This session will begin with a general overview of the delivered functionality. The session will then focus on describing the extension and customization features of the Advancement Connector. This session is for technical attendees responsible for extending or modifying Banner Advancement for their institutions. Attendees should have a working understanding of Oracle PL/SQL, the Java language, and Java Enterprise concepts.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4859: It's an Integrated Advancement World After All (4859)
Back to top
Lead Instructor: Andy Kearney, SunGard Higher Education
Description: This session will focus on key touch-points that trigger integration and interfaces between and among Advancement processes. This session will walk through various Institutional Advancement processes from Managing Alumni and Constituent Records to Managing Prospects and Stewardship activities focusing on what rules / values / data entry needs to occur in order to support the common interfaces and / or points of integration in order to complete the process successfully. Furthermore, we would discuss "issues to consider" and "ways to take advantage of the integration".
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4886: Keeping Current with Banner Advancement (4886)
Back to top
Lead Instructor: David Smittle, Ohio Northern University
Description: For users, especially those who have been in production for many years, keeping up with new features and changes in the Banner Advancement product can be a challenge. This presentation will share ideas for how to help your institution mature right along with the product itself, plus encourage lively discussion on shared common interests. ONU is on the latest version of Banner Advancement. This session pertains to all Banner Advancement clients, but is intended to be most helpful for those who have had it for many years.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5295: Managing Prospect Portfolio & Moves in Banner Advancement (5295)
Back to top
Lead Instructor: Ryan Miller, Concordia University
Description: Aligning Banner's prospect management tools and reports with the Advancement department's evolving business needs using a simplified approach has been a challenge. This session will present how we implemented web tools and procedures for our Development team to manage a prospect's projects and to track related moves, contacts and performance in Banner Advancement. Sample codes and reports will be presented.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3894: Planned Giving Enhancements Overview (3894)
Back to top
Lead Instructor: Kathleen Cieplik, SunGard Higher Education
Description: This session will provide an overview of the upcoming enhancements to Banner Advancement to expand its handling of Planned Giving activities.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2965: Prospect Management and Successful Performance (2965)
Back to top
Lead Instructor: Brandy Nicoletti, University of Central Missouri
Description: The University of Central Missouri went live with Banner Advancement in March 2005 and struggled using the Prospect and Moves management module. Learn how we re-evaluated business processes, industry definitions, and identified system and reporting needs to better utilize the Banner Prospect Management module. We are a "vanilla" Banner school (no modifications), currently on Banner Advancement INB 8.3.1, SSB 8.4.1 and General 8.3. We use Argos for reporting and Luminis for our Advancement Officer portal. We direct our fundraising staff to access Banner only through the Luminis portal (MyCentral) - using both INB forms and SSB information. Having gone live with new set up March, 2010, metrics will be shared of the progress of the project to date. Tips for lessons learned, staff training and involvement, and follow-up evaluation will be shared. Code for measures and the training manual will be shown and shared, if participants are interested.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3139: Stewardship of Scholarship and Fellowship Funds (3139)
Back to top
Lead Instructor: James Smith, University of North Carolina at Greensboro
Description: This session will cover stewardship of scholarship and fellowship funds. Specifically, we'll look at how stewardship data is entered and linked in Banner, how it's accessed via views and reports and what communications are done with donors, contacts and recipients as well as when these communications are scheduled. This session will cover some technical information about which tables and forms we use for tracking donors, contacts, recipients, and staff. We also look at the reports and views we've created to extract the information. Examples of emails and letters to scholarship recipients and letters to donors and contacts for endowed scholarships will be presented. We'll describe the methods used to generate invitations to a Scholarship Recognition Event which introduces donors to the scholarship recipients. We'll discuss other letters, notices, and reports related to scholarship and fellowship funds. We'll also include a manual which outlines the steps taken by the Social Research Assistant to keep this information up-to-date and push the data out to major-gift officers and/or assigned staff.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4033: User Alerts - Functionality & Implementation (4033)
Back to top
Lead Instructor: Kathleen Cieplik, SunGard Higher Education
Description: Come to this session to learn about the new user alert functionality that was added to Banner Advancement with the 8.3.1/8.4.1 release. This session will describe the user alerts enhancement - functionality and implementation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5351: Using MS Access to Increase Productivity (5351)
Back to top
Lead Instructor: Bob Rickards, St. Norbet College
Description: Should you change that email address because it's bad, or has your organization been blacklisted as a potential spam initiator? Would you like to increase your efficiency with the gift acknowledgement process? Do you need an effective way for your major gift officers to customize endowment agreements and still maintain standard endowment language set by your organization? This presentation will give examples of these three advancement office functions that have been streamlined by using MS Access in conjunction with Banner. We will provide an in-depth look at an email bounce database that generates a report of emails that have been returned three times in a period. Learn how we use MS Access to manage our gift acknowledgement process to speed up the stewardship cycle. Review a user-friendly database that allows major gift officers to enter key pieces of unique data for each endowment agreement, and create consistently worded documents for your office with the press of a button.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4024: What's New in Banner Advancement (4024)
Back to top
Lead Instructor: Scott Geiser, SunGard Higher Education
Description: This session will highlight the enhancements to the Banner Advancement product since the 8.3 Release.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersEvisions, Inc.
4512: Streamline the Process for Advancement Office (4512)
Back to top
Lead Instructor: Lijun Yuan, SUNY New Paltz
Description: As an Advancement office IT support, we often need to run scripts to generate files from Banner then load the data from external files to banner. All of these in and out actions have never been done by just one single script, one shot, normally it goes, here is the first version of the file? user review? need adding or removing IDs? more scripts? new file etc.. It could go round and round several times between user and IT. In SUNY New Paltz, take the phonathon as an example, we setup a little application by using our reporting tool (Argos), user can select, click and review the their file, then do the modifications that needed, then get the final file; when file came back, they ftp it to the server, then click and review the file; click button to generate formatted pledge file, run the AGPTLMK Banner process and upload all of the changes to Banner. Now users have all the control about their file, the waiting time between user and IT, user and user is greatly reduced and all of the script is centralized too. We also did the same for new parent load, etc.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience RequirediModules Software, Inc.
5035: Advance & Encompass: Strengthen Connections with Better Data (5035)
Back to top
Lead Instructor: Mark Werner, iModules Software
Description: Data drives strategy. Discover how your SunGard Advance database and iModules' Encompass can help you efficiently manage and engage your constituents online. Join iModules' Mark Werner and SunGard Higher Education's Tom Scarlett to learn how other peer institutions are using SunGard Higher Education Advancement Connector for Encompass to better collect and utilize data to give their users the complete online experience. See how Skidmore College utilizes the Connector to save time, transfer a comprehensive set of data, and more effectively communicate with constituents. Focus less time on data synchronization and more time on data utilization.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5102: Eight Data-Driven Steps to Optimize Your E-mail Strategy (5102)
Back to top
Lead Instructor: Susan Scholes, iModules
Description: Are your e-mails breaking through the clutter? Every day, your constituents are inundated with e-mails. For your message to be read, it is essential for you to standout. From subject line to follow-up, are you engaging your readers to get them to open your e-mails, read them, and take action? In this presentation, discover how you can utilize data and research to improve your open and click through rates, drive constituents to take action, evaluate results for growth, properly segment your audience, and more. Learn best practices through Rutgers, the State University of New Jersey, and discover how they utilize SunGard's Advance in conjunction with iModules' Encompass.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersPowerCAMPUS Advancement
4355: Mapping a PowerCAMPUS Advancement Communication Flow (4355)
Back to top
Lead Instructor: Maegan Gorham, Palmer College of Chiropractic
Description: This session provides a case study about the process of mapping a communication flow for all advancement activities. The ideal communication flow is designed to then function effectively with PowerCAMPUS scheduled actions and action rules. A well-designed process and plenty of planning help ensure successful integration with PowerCampus. Fundraisers and advancement services personnel benefit from an organizational perspective while donors and constituents benefit from increased and accurate communication. A comprehensive communication plan is the first step to developing action rules in PowerCAMPUS. This session provides useful, step-by-step information for new communications flows as well as ideas to review and improve current processes.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4748: PowerCAMPUS Advancement Questions and Review (BOF) (4748)
Back to top
Lead Instructor: Carla Norris, SunGard Higher Education
Description: Join Carla Norris, Product Owner for PowerCAMPUS Advancement to discuss needs and concerns for the product. This is an open session where participants can bring concerns to the group for review and discussion. We will also be discussing the open RPEs for the Advancement segment.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersSmartCall
5566: SmartCall Product Update (5566)
Back to top
Lead Instructor: Daniel Kennedy, SunGard Higher Education
Description: Learn about the latest SmartCall release, roadmap, and client community updates.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBusiness Intelligence & Performance Management
Banner Enterprise Data Warehouse (EDW)
3860: An EDW Deployment Strategy (3860)
Back to top
Lead Instructor: Coleen Santee, Kent State University
Description: A successful EDW deployment depends on two critical success factors and a realistic deployment strategy. This presentation will review Kent State University's plan to address the critical elements of system quality and information quality, and will share our deployment cycle with the student centered EDW cubes. Our comfort zone consisted of a strong knowledge base of transaction reporting on our Cognos system - producing in excess of 200,000 reports per year. Well planned steps were needed to make it across the divide between our transaction reporting mindset to the new strategic view of performance and summary data, for both our functional users and our business intelligence team.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 3 - Senior and Experienced Practitioners5827: Overview of the Enterprise Data Warehouse (EDW) Architecture (5827)
Back to top
Lead Instructor: Sean Collins, SunGard Higher Education
Description: This presentation will provide insight into the features and architecture components of the Enterprise Data Warehouse (EDW).
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5818: Panel - Solving Business Questions Leveraging the EDW (5818)
Back to top
Lead Instructor: Kamakshi Mallikarjun, SunGard Higher Education
Description: Panel of clients leveraging the EDW to solve business questions. Clients will share their experiences on: * business areas for which they have implemented EDW * reporting and analysis tools being used with EDW * types of reporting and analysis applications implemented/ planning to implement from adhoc query, operational reporting, summary management reporting, adhoc analysis, dashboards * how it has been rolled out to end users * successful performance outcomes
Session Type: Panel
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Operational Data Store (ODS)
3054: Advanced ODS Job Scheduling - Simple and Powerful (3054)
Back to top
Lead Instructor: Clifton Ivy, Purdue University
Description: This presentation will cover the simplified job submission procedure Purdue created, and the way we use it in building-block fashion to create complex scheduled jobs that self-report their success or failure. Purdue created a simplified ODS job submission procedure to handle the complexities caused by using both a job scheduling system and the ODS Administrative Interface to submit ODS refresh jobs. This simplified procedure also made it easier to create new scheduled jobs, allowing us to "put into production" all routinely run ODS jobs. Advanced use of our job scheduling tool (UC4) allows both serial and simultaneous execution of ODS refreshes or loads, reducing run time to a minimum. Full ODS reloads were reduced from 24+ hours to 4-6 hours. The result of each job is reported in an email, so verifying that last night's refreshes ran correctly is a matter of looking at three email subject lines.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4628: Banner Fund/Org Security and ODS With Cognos (4628)
Back to top
Lead Instructor: Jimmy Patel, Old Dominion University
Description: Purpose of the presentation would be to show how we can transfer Banner Fund/Org security to ODS and extend it further to Cognos. We will look at how at ODU we have implemented this security to do Finance reporting using Cognos.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3571: Business Intelligence - Data to Information to Decisions (3571)
Back to top
Lead Instructor: Max Ahmad, Texas Tech University
Description: This session takes a functional perspective on how TTU has taken data from SunGard Higher Education ODS and provided the campus with access to information that allows monitoring and projection of personnel expenses. Join us as we walk through the life-cycle of a report at Texas Tech University, beginning with the report specification, the iterative processes involved and finally ending with the report being moved to the a Production Environment. The focus report for this session is a report that joins both finance and human resource data to be used as a tool to monitor personnel expenses and for budgeting expenses for the next fiscal year.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required6217: Business Intelligence Community Networking (BOF) (6217)
Back to top
Lead Instructor: Kamakshi Mallikarjun, SunGard Higher Education
Description: Jump start your Summit networking experience by attending the Business Intelligence Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Business Intelligence Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4581: From OMG! to ODS; Effective Reporting from the Student ODS (4581)
Back to top
Lead Instructor: Janet Latter, Vancouver Community College
Description: Our vision for a reporting platform started at Summit in San Francisco in 2000. With our senior leadership group unable to easily access quality data for effective decision making, our search for a web-enabled system to support evidence-based decisions began. This presentation looks at Vancouver Community College's Student reporting needs from a business and IT perspective. We will discuss VCC's approach to using the Student ODS 8.1 effectively, producing useful Cognos 8.3 reports. See how our leadership team has benefited as we demo our latest reports. We will take you through the challenges we faced, the successes we achieved, and our plans for the future.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required4733: Investigating the ODS: Where to Look if Things Go Wrong (4733)
Back to top
Lead Instructor: Jeffrey Stevenson, SunGard Higher Education
Description: Tracking down Warehouse Builder and Oracle Streams issues in an ODS system can be a daunting process if you don't know where to look. This session takes a look at the underlying systems of the Operational Data Store (ODS), Enterprise Data Warehouse (EDW), and Recruiting and Admissions Performance (RAP) to provide the knowledge needed to determine if there is an issue with the system and how to get to the root cause of it.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required2911: ODS 8.2 and Oracle Streams - One Year Later (2911)
Back to top
Lead Instructor: Karen Funston, Colorado Community College Systems
Description: ODS 8.2 has been out and in production (in my environment) for over a year now. Streams is great – but it has its quirks. Join me to find out what I've learned, the "gotcha's" of streams and some techniques for trouble-shooting those pesky apply errors.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4580: ODS Tips, Tricks and Other Fun(ctions) (4580)
Back to top
Lead Instructor: Karen Funston, Colorado Community College Systems
Description: Freezing data, trying 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 and packages and the list goes on. Join me to learn how we tackle the ODS freeze process (I wrote my own), create "slotted" views of data and other techniques that have been very useful and made ODS our go-to reporting environment for end-users.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5016: Off and Running with ODS at The University of Manitoba (5016)
Back to top
Lead Instructor: Michael Tran, University of Manitoba
Description: The University of Manitoba went live with SunGard Higher Education's Operational Data Store in 2006. We use the ODS as our primary reporting data source. This presentation will discuss how we rolled out the ODS to our clients. It includes an overview our ODS environment, its software and hardware requirements, the security model, customizations we've done to optimize system performance, using the Oracle Warehouse builder to bring in additional data for our reporting requirements, examples of the additional Banner and non Banner data (our legacy data, OCAS, BSAC, HR) we've mapped into the ODS, our set of reporting tools, and training and user group meetings.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required5824: Oracle Streams - CDC, Extend ODS, Config, Troubleshooting (5824)
Back to top
Lead Instructor: Brian Large, SunGard Higher Education
Description: Panel of clients discuss their experiences upgrading to ODS 8.2 and Oracle Streams and best practices around leveraging Oracle Streams to extend the ODS; troubleshooting guidelines for Oracle streams issues, banner disaster recovery, and cloning impacts.
Session Type: Panel
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4981: Reporting Comes First - Implementation and Two Years After (4981)
Back to top
Lead Instructor: Sarah Bauer, Purdue University
Description: Presenters from two campuses within the Purdue University system will discuss ODS/reporting challenges and successes encountered by each. The main campus went live in 2008, therefore faculty/staff needed to learn Banner as well as the ODS and a new reporting tool, Cognos. The Fort Wayne campus had years of experience with Banner but not with Cognos as the reporting tool. Expertise was shared between the campuses as well as with other campuses within the Purdue system. Hear our story of a successful rollout of reporting across our main campus; from pre-implementation to two years post go-live. We will share our philosophy re: who writes reports (functional v IT), the division of responsibilities among core offices, colleges and IT staff as well as our training model for the Cognos tool, the ODS, and business knowledge. The technical as well as functional perspective will be shared. After having been live for two years, we have developed a governance structure and prioritization process. Successes, challenges, lessons learned will be shared as well as plans for the next several years - which include the implementation of the EDW in early 2011. Our overall business intelligence goals include even more access to student data and analytics.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5010: Tennessee Board of Regents Business Intelligence Initiative (5010)
Back to top
Lead Instructor: Pamela Clippard, Tennessee Board of Regents
Description: In an effort to support strategic planning at our campuses, the Tennessee Board of Regents in collaboration with our universities and community colleges joined in a Business Intelligence Initiative to create key performance indicators (KPIs) and executive dashboards for performance management. Using SunGard Higher Education's Operational Data Store and the Enterprise Data Warehouse (ODS/EDW) as the data source and Argos by Evisions, Incorporated as the reporting tool, the initiative has resulted in the creation of over one hundred KPIs that cover Enrollment, Student, Faculty, Alumni, Finance, and Distance Learning management. The project established reliable data mappings for a robust Business Intelligence foundation within the Tennessee Board of Regents that allows web-based delivery of information for data driven decision making. The results also included an executive dashboard design and a roadmap for future Business Intelligence development that can be shared across the campuses. Examples of the KPIs and code will be shared during the presentation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4964: The Business Intelligence Cloud (4964)
Back to top
Lead Instructor: Marco Cestaro, SUNY SICAS Center
Description: Are you an institution with more than one campus or part of a larger system? Are you looking into the efficiencies and economies of scale that Cloud computing is offering for services such as email in other areas on campus? The State University of New York (SUNY) has offered Infrastructure as a Service and academic Software as a Service for years with significant return on their investment. Recent improvements in the architecture of the Business Intelligence (BI) technologies have made them candidates for private Cloud computing. The SUNY system introduced the SICAS Business Intelligence Program in the fall of 2010 as a set of philosophies, methodologies, and technologies in support of the effective use of information on campuses. This technical session will give an overview of how two University wide agencies are providing Oracle Business Intelligence Enterprise Edition 11g and SunGard Higher Education Operational Data Store 8.2 as a private Cloud based service. The technical architectures of both products and what campus technical requirements are will be covered.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3192: Using Delivered and Creating Custom ODS Slot Tables (3192)
Back to top
Lead Instructor: Rebecca Benya, Kent State University
Description: Slot tables are often overlooked when setting up the ODS. We'll cover the different types of delivered slots available. We'll move on to how to set up the slot rules for those slots that need them, load them and use them to make reporting more efficient. We'll wrap up with creating, setting up and using your own custom slot tables. This portion of the presentation will be technical. We will be showing the pl/sql code for creating a custom address slot. Since we have implemented this custom address slot, reports using it have cut their run-times by more than 50% and eliminated the problem of dropping records from a report because they didn't have a certain address type. This presentation applies to ODS versions 8+.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Performance Reporting and Analytics
4605: Accountability in Higher Education (4605)
Back to top
Lead Instructor: Natalie Kellner, New Mexico State University
Description: In a challenging economic time and a climate of increased accountability in higher education, how might institutions position themselves to showcase their realization of goals set by governing boards, constituents, and the public at large? By incorporating benchmark source data into the institution's academic analytics platform a compelling case may be made for the value provided by the institution, as well as its stewardship of the resources entrusted to it.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required5820: BI Best Practices (BOF) (5820)
Back to top
Lead Instructor: Paul Stormo, SunGard Higher Education
Description: Birds-of-a-Feather discussion on BI best practices - from executive sponsorship, establishing KPIS to creation of BI Competency Centers to Data Governance and Validation.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5826: BPRA Upgrades - Oracle 11g/OWB 11g, PM App Dependencies (5826)
Back to top
Lead Instructor: Jim Carter, SunGard Higher Education
Description: Oracle/OWB 11G has introduced various new changes in the ODS/EDW/BPRA products – this session will cover the various things to watch out for in an 11G world. In addition, some client experiences/feedback from those clients using 11G will be shared.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5825: Business Intelligence Kick-Off and Overview (5825)
Back to top
Lead Instructor: Mark Zimmerman, SunGard Higher Education
Description: Please join your SunGard Higher Education Business Intelligence Product Management team who will highlight key sessions of interest along with an update of the ODS, EDW, and Performance solutions including new initiatives and enhancements.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5830: Extending the ODS and EDW (5830)
Back to top
Lead Instructor: Sean Collins, SunGard Higher Education
Description: Do you sometimes feel like you are missing the final piece of your reporting puzzle? This session will describe the steps necessary to extend the ODS/EDW to include additional data elements and help you finish the puzzle.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5822: Institutional Research (BOF) (5822)
Back to top
Lead Instructor: Kamakshi Mallikarjun, SunGard Higher Education
Description: Discussion on various topics ranging from the role of IR, how much of IR's time is spent on tactical items vs strategic, trends that you are seeing in Higher Ed and how is it impacting IR, involvement IR has in the selection/implementation of the ERP/ Data warehousing and other solutions at your institution, How do IR and IT collaborate at your institution, areas of IR reporting - internal vs external.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5823: Journey from Banner to BPRA (Banner Perf Reporting Analytics) (BOF) (5823)
Back to top
Lead Instructor: Kamakshi Mallikarjun, SunGard Higher Education
Description: The Journey from Banner to BPRA Birds-of-a-Feather (BOF) discussion from the transactional world of Banner to the date warehouse world of BPRA - ODS/EDW and Performance Applications .., from the ecosystem of data in to that of meaningful data out .. how changes in Banner can have cascading impacts in the world of BPRA; guide to BPRA terminology.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5831: Leveraging the IA_Admin Functionality (5831)
Back to top
Lead Instructor: Jim Carter, SunGard Higher Education
Description: The Admin utility for the ODS, EDW, and Performance products provides rich capabilities for administering and extending the data warehouse products. This session can feature everything from a basic walk-through of Admin/UI functionality to advanced tips and tricks for automating Admin/UI usage. Based on attendee requests, a variety of topics will be covered.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5821: ODS/EDW Technical (BOF) (5821)
Back to top
Lead Instructor: Jim Carter, SunGard Higher Education
Description: This Birds-of-a-Feather (BOF) session will provide an opportunity for open discussion among BPRA clients and SunGard Higher Education staff. Any BPRA related topics, functional or technical, are fair game. This is always a well attended session with lively discussion, so please come and be part of the community and share your ideas and input.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5080: Organizing for Business Intelligence (5080)
Back to top
Lead Instructor: Marco Cestaro, SUNY SICAS Center
Description: Today's campuses have increased demands on IT to provide support for more information with more agility, more rapidly, but with the same (sometimes less) resources. The promise of Business Intelligence (BI) is that non-technical users can become information providers alleviating the work load of IT. A successful BI program can meet the increased demands with well supported BI technologies, but that support doesn't always come from where you might expect (or have been promised). This session will explore how the roles of IT, Information Consumers, and Information Providers are evolving to meet information needs and how a Business Intelligence(BI) professional helps make it all happen. Not sure who those people are on campus? Come learn how the SICAS BI Program for The State University of New York is defining these roles and who we see playing them.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 3 - Senior and Experienced Practitioners4606: Strategic Performance and Analytics (4606)
Back to top
Lead Instructor: Natalie Kellner, New Mexico State University
Description: Establish a culture of evidence-based decision-making by effectively incorporating strategic performance measurement and analytics. While higher education remains an industry steeped in history and tradition, university executives now find themselves in a highly competitive marketplace demanding the incorporation of business analytics to advance the institution's financial, completion and outcome goals.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required4973: Using ODS Freeze processes for Efficient Snapshot Comparison (4973)
Back to top
Lead Instructor: Paul Johnson, Tulsa Community College
Description: This session will demonstrate Tulsa Community College's use of the BPRA data freeze process alongside customized scripts to facilitate efficient snap-shot comparison reporting. Using SunGard Higher Education's built-in freeze process for ODS tables, static detail data are captured for future comparison reports; however, when these freezes are requested daily, the tables become bloated and inefficient. TCC uses additional scripts to aggregate the frozen data and store it in new tables. The presenter will show how freeze event codes and aggregate tables can facilitate efficient and effective snap-shot comparison reports from the ODS.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersEvisions, Inc.
4575: Argos - A Banner Reporting Community (4575)
Back to top
Lead Instructor: Bruce Knox, University of Arkansas, Division of Agriculture, Cooperative Extension Service
Description: Searching for THE Banner Reporting Tool your obsession? Mine too! After building my own Banner reporting tools for years including BannerAccess, a MS Access based Banner reporting tool, I found Argos, the Evisions product for Ad Hoc Banner Reporting. I wanted it from the moment I saw it. Argos was my BannerAccess with all the missing pieces that I never found time to develop. Learn about our experience installing Argos, joining the Argos User Community, acquiring free community written software, and converting to Argos.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4643: Evisions Argos - Delivering Reporting for PowerCAMPUS (4643)
Back to top
Lead Instructor: Matt McLellan, Evisions
Description: Come learn more about how Evisions can help you maximize your PowerCAMPUS Digital Campus investment. Argos, the Enterprise Reporting Solution from Evisions, was designed so every PowerCAMPUS user type, from end user to executive, can get access to the information they need to make smart decisions. See how all of your enterprise reporting needs, from quick ad hoc queries and reports to OLAP data cubes and dashboards, can be achieved. We will show Argos through campuses like Hilbert College and how they went through the cycle of choosing, implementing, and using Argos for reporting needs. Argos maximizes your technology investments by integrating with multiple databases, imaging tools, portals and more. Report automation can occur with the scheduling and distribution of necessary PowerCAMPUS reports. Find out how Argos can make life easier when using PowerCAMPUS.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4640: Evisions Argos and SunGard Higher Education BI Strategy (4640)
Back to top
Lead Instructor: Matt McLellan, Evisions
Description: The ideal enterprise reporting environment is one where everyone's needs are met from end users to the executive. Argos, the Enterprise Reporting Solution from Evisions, combined with Banner ODS and Banner EDW makes this a reality. This session discusses how Argos has helped institutions realize their reporting goals and allows them to make data driven decisions. See examples of how using Argos Dashboards is easy and can help present complex information in an easy to understand format. From SUNY New Paltz and Adirondack Community College to Missouri State and University of Houston-Downtown, many case studies on successful uses of dashboards, OLAP Data Cubes and other reporting features will be presented. Argos has helped hundreds of campuses add visibility to information in Banner ODS and Banner EDW.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited ExperienceIBM
4876: Editing Cognos Templates to Include Report Specs/Change Log (4876)
Back to top
Lead Instructor: Paul Johnson, Tulsa Community College
Description: Do you wish you had a catalog of all the reports available in Cognos? Do you wish you could embed your report definition/change-log into the report specification itself? This session will demonstrate how IBM Cognos report templates can be customized to include a report definition and change log. This definition and change log appears on each new report design, but does not print alongside the reported information. The page is then extracted from each report to build a comprehensive report definition library or catalog. The process is somewhat technical, but this session will take participants through each required step. Examples/handouts of the documents current used by TCC will be available for review. The resulting report catalog can be compiled in a searchable pdf, which resides inside the Cognos reporting environment.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersOracle
6223: Overview of Oracle Streams and its Operational Best Practices -- Session by Oracle (6223)
Back to top
Lead Instructor: Mohammad Ali, Oracle Corporation
Description: This session on Oracle Streams will be presented by Mohammad Ali, a Streams expert from Oracle corporation. The topics include an Overview of Oracle Streams and Operational Best Practices which include Guidelines on Streams Configuration, Monitoring, Troubleshooting and Tuning.
Session Type: Presentation/DemonstrationPerformance Management Services
3746: KPIs to Support Process Improvement (3746)
Back to top
Lead Instructor: Lisa Sheldon, Cuyahoga Community College
Description: In an era of decreased budgets and cost cutting, higher education leaders recognize a need for timely and relevant information concerning institutional effectiveness and efficiency. This workshop will demonstrate how Cuyahoga Community College identified meaningful key performance indicators and developed a monitoring system that is allowing us to use institutional intelligence to support process improvements and successful execution of strategic goals.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersSpecial Interest
3711: Cracking the Code: Steps to Mature BI for Better Decision (3711)
Back to top
Lead Instructor: Jaime Chambron, SunGard Higher Education
Description: Come to this session to learn about the latest research findings on business intelligence needs in higher education and what SunGard Higher Education is doing to help address these needs. Gain insight into what schools are doing to mature their specific BI architecture. Take away from this session the steps you need to begin to take to get you to the next level of analytical maturity to make better decisions for your institution.
Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4280: Crossing the Chasm from Reporting to Predicting in BI (4280)
Back to top
Lead Instructor: Donald Dement, SunGard Higher Education
Description: This session explores how your institution can move beyond "informing" to "insights" through BI Market Trends. We will focus on primary and secondary research and look at a Performance Management Approach for BI. In addition, this session will review key questions valuable for your staff to consider as you plan for the future. We will also review common myths and facts about 'assessment'.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5144: Measuring Success: Keeping Performance In Check (5144)
Back to top
Lead Instructor: Andy Kearney, SunGard Higher Education
Description: Developing the right measurement metrics to help your institution measure success of your functions, processes, and goals. This session will be focus on creating the right KPIs and aligning them to the right goals, functions, and supporting processes, in order to effectively use them to measure success. Furthermore, we will discuss what kinds of data elements need to be identified for accurate BI-focused reporting, as well as how to develop the most appropriate reports and dashboards to support Institutional KPI reporting.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersFinance
Accruent, Inc.
3557: Fostering a "Green" Campus Community through Technology (3557)
Back to top
Lead Instructor: Tim McLean, Accruent, Inc.
Description: This presentation will educate university Finance and Facilities Directors on how to create an environment where the entire campus community – administrators, staff, students, and contractors – work collaboratively toward shared greening objectives and cost conservation. We will show the audience how to use Accruent's FAMIS solutions to track energy consumption across campus, set up a school-wide conservation program with cost-saving objectives, and capture the data needed to earn LEED certification.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Finance
5783: Checks, ACH, Virtual Card, Wires — We Now Offer it All! (5783)
Back to top
Lead Instructor: Susan Young, SunGard
Description: Are you interested in gaining efficiencies with your invoice payment process? Join us for an overview and demonstration of PayNetExchange, a new and exciting offering from SunGard Higher Education. We will show you how you can process your invoice payments, not only by check or ACH but also with virtual card and wire payments. See how vendors can enroll and maintain all their bank routing data, check payment status, etc. It’s efficient, easy and can even return revenue back to your Accounts Payable department!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2900: AP Documents & Xtender (2900)
Back to top
Lead Instructor: Krystal Wiley, University of Northern Colorado
Description: This session will demonstrate how UNC is using Xtender, rubber stamps and routing status to allow departments to send invoices and Excel documents to Accounts Payable for payment electronically. This has made payments more timely to take advantage of discounts and has reduced paperflow and lost documents.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience3913: Automate Accounts Payable Process (3913)
Back to top
Lead Instructor: Wendell Vest, Virginia Tech
Description: Virginia Tech will share how they automated the accounts payable function to gain efficiencies and to eliminate paper documents. The process includes the use of the SciQuest eInvoicing and receiving solution with integration into Banner Finance (8.3 version). The baseline Banner Finance matching and tolerance processes are leveraged to enable transactions to be processed with little manual intervention. All paper invoices received are imaged (BDMS), and Workflow is used to route documents within the Accounts Payable group for audit, review, and entry into Banner Finance. Invoice payments are encouraged by ACH and payment card methods instead of paper checks. Attend this session and learn how you can automate your Accounts Payable function.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience3928: Banner AR to Finance Interface and Feeds - Best Practice (3928)
Back to top
Lead Instructor: Rose Most, SunGard Higher Education
Description: The configuration of AR detail codes is critical to accurate reporting in Finance. This session will review the best practices approach for AR in setting up detail codes and the financial accounts need for the feed to Finance. It will review the feed to Finance and the processes that are necessary to ready the data before it is fed to Finance. The session will also review the best practice on bank reconciliations and do a high level review of the AR to Finance reconciliation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5052: Banner Finance Data Building Blocks (5052)
Back to top
Lead Instructor: Laree Bomar, Texas Tech University Health Sciences Center
Description: TRNH, TRND – what's the difference? Why should I use one instead of the other? How do transactions write to the General Ledger, Operating Ledger and Encumbrance Ledger? What happens behind the scenes during Purchasing / AP / Check processing? What do indicators mean? How do I trouble shoot out of balances and processing errors? In this session we will share with you what we have learned about the Banner Finance Ledgers, Encumbrance Tables, AP and Check tables and how we monitor control accounts and resolve out of balance and processing errors.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5784: Banner Finance Global (BOF) (5784)
Back to top
Lead Instructor: Barbara Doane, SunGard Higher Education
Description: Do you have multi-currency needs on your campus? Perhaps you are a non-US based campus transacting and reporting in multiple currencies, or perhaps your main campus is located in the US but you have a campus presence in another country requiring you to transact and report in multiple currencies. Join your peers and SunGard Higher Education in a conversation to help make Banner Finance a more global product.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4015: Banner Finance Kick-Off (4015)
Back to top
Lead Instructor: Barbara Doane, SunGard Higher Education
Description: Please join your SunGard Higher Education Product Management team for an update on the Banner Finance Product. We will highlight key Summit 2011 presentations of interest, along with updates in Banner Finance and Travel & Expense Management including new initiatives, enhancements, and product releases.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3521: Banner Finance Training and Beyond (3521)
Back to top
Lead Instructor: Cara Piperni, McGill University
Description: In the years surrounding Banner Finance go-live, our end-user training focus was system mechanics, new terminology and work processes. Over time, our users became competent in using Banner functionality but were still struggling with basic accounting and financial management concepts. In response to this need, we developed a suite of Financial Administration courses and broadened our scope of user support. This session discusses the evolution of McGill's Finance training program. It will provide an overview of both the System and Financial Administration curriculum and the infrastructure required to sustain them. Other training mechanisms such as one-on-one visits and labs will also be discussed. This session is geared towards all Banner Finance clients, particularly those involved in supporting end-users. Our solutions will be discussed from both a functional and training perspective.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2946: Banner PCard Implementation at USNH (2946)
Back to top
Lead Instructor: Alice Samuel, University System of New Hampshire
Description: The University System of New Hampshire (USNH) has had a PCard program operating since 1995. The Banner PCard application is in use at USNH and has been for 10 years. We received daily automated feeds and process them directly into the INVT process.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3821: Basics of Rule Codes and How to Customize (3821)
Back to top
Lead Instructor: Judi Valori, SunGard Higher Education
Description: Banner Finance 8.4: Rule Codes. Banner Rule Codes are made up of initiator codes, edit codes and process codes. This presentation will review what each of these codes do. We will focus on the standard interfund rule codes and how you can customize a rule code so that you can make processing work for you and identify it in the ledgers.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience3626: Calculate Indirect Costs on Grant Encumbrances (3626)
Back to top
Lead Instructor: Evelyn Michaud, University of Illinois
Description: Learn about the Indirect Cost Assessment on Encumbrances enhancement used by University of Illinois since July, 2003. This enhancement calculates indirect costs on grant fund encumbrances. It also includes the ability to set up and process multiple indirect cost calculations on both obligations and expenditures on grant funds. In this presentation, learn the details of setup and processing for this modification. This modification will be added to Banner Finance baseline as part of the SunGard Community Source Initiative.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4001: Campus Financial Reporting (4001)
Back to top
Lead Instructor: Nathan Anderson, Wake Forest University
Description: Wake Forest University has recently completed a project that has significantly enhanced the reporting capabilities for consumers of financial information throughout the campus. The Finance Division collaborated with a group of departmental financial representatives to survey and asses the campus' financial reporting needs. Using the ODS and a custom designed and developed financial data warehouse, a set of seven summary and five detail reports were developed in Cognos 8.4. The presentation will cover the steps that Wake Forest took to build the financial data warehouse, what it contains and how it works, how the campus financial representatives provided input and feedback, examples of the reports that are now easily generated, and the lessons learned from our experience. This session is intended for any school that has a need to deliver transparent financial reporting to their campus community-at-large, in a relatively short period of time.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4315: Decentralized Billing in Finance Accounts Receivable (4315)
Back to top
Lead Instructor: Trevor Batters, University of Saskatchewan
Description: The University of Saskatchewan centralizes the management and collection of finance receivables. The billing to customer accounts is decentralized and any service unit can bill customers in Banner Non-Student A/R. When going live with Banner in 2005 this posed several challenges, since establishing detail codes for each service unit and revenue CFOAPAL was likely to pose several challenges and significant on-going maintenance. Additionally, we wanted to decentralize the ability to make charges without decentralizing access to the Banner A/R module. To address this we developed a process to allow service units to bill a fund associated with a customer, and have those charges flow through to a customer account in Banner A/R. This has allowed our campus units to prepare journal vouchers and submit finance feeds to generate A/R billings. We have also minimized the number of detail codes and the number of individuals with access to Banner A/R. These changes were made with only one change to a baseline form, and some additional processes for creating and submitting feeds. This session will provide a functional overview for finance accounts receivable offices with highlights of the technical components used.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required2893: Developing and Implementing a New Chart of Accounts (2893)
Back to top
Lead Instructor: Marie Scharfenberg, NorthWest AR Community College
Description: Intended learners: Organizations contemplating the re-design and implementation of a new Chart of Accounts will learn the affects COA 2 had on Finance, Accounts Receivable, Human Resources and Position Control. A dedicated Banner test server and DBA who will clone at a moment's notice are essential. Systems/Modules: Finance 8.3, Accounts Receivable 8.1, Human Resources 8.2.4, Position Control 8.2.1, Oracle 10g. Due to explosive student population growth NWACC outgrew the original Chart of Accounts which originated in 1995. COA 1 had become increasingly difficult to work with as the principles of accounting had not always been adhered to with the original FOAPAL design. Federal, state and internal reporting became increasingly time-consuming. Accountants and other users had difficulty finding the correct FOA to use, which created the need for more-than-necessary corrections. On July 1, 2010 NorthWest Arkansas Community College implemented Banner Finance 8.3 Chart of Accounts 2. We will present both the positive and negative methods we used in our Finance and Human Resources systems analysis, design, and implementation. We will begin with the decision to implement thru post-implementation. Knowledge is a powerful tool and we hope to make your COA journey trouble-free.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5069: Dissecting Banner Finance - Beyond the FOAP (5069)
Back to top
Lead Instructor: Laree Bomar, Texas Tech University Health Sciences Center
Description: If you think developing a good FOAP and hierarchy structure is all there is to Banner Finance data you will want to see what we learned and how we used that knowledge to interpret our data. Understanding all the "Behind the Scenes" processing that takes place in Banner Finance as transactions post to different ledgers is essential to interpreting your financial data and building meaningful, accurate reports and analysis tools. After we established workable FOAP elements and completed basic data entry testing, we concentrated on reporting, and in doing so, discovered that Banner has multiple "Behind the Scenes" processes and elements that greatly affect financial reporting and data analysis. Rule Codes, Process Codes, Edit Codes, Field and Ledger Indicators; what do they mean? Where can you see these codes? We will share the things we learned that will help you to better understand your Banner Finance data. This presentation is not about a specific reporting tool, but rather a translation of Banner Finance data elements that are essential to reporting, analysis and problem resolution.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required2918: Do You Know Where Your Assets Are? (2918)
Back to top
Lead Instructor: Lisa Whedon, Portland State University
Description: Assets are usually on the back burner of most institutions until they come up missing! Do you know where your Assets are? Portland State University's physical inventory of Fixed Assets has moved from pencil and paper to a scan and validate system. The purpose of this presentation is to bring Fixed Assets into the lime light, to discuss best practices, to demonstrate the effectiveness of inventory tools like scan and validate, and integration with Banner version 8.3 Fixed Asset module. 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4010: eProcurement Integration Update (4010)
Back to top
Lead Instructor: Lori Mauthe, System Integration and Information
Description: The Systems Integration team is expanding the breadth and depth of options for eProcurement Integration. More vendors – more integration touch points - more service offerings. Come to learn about eInvoice capabilities to add value to the top and bottom line of your procurement department budget. Hear what your peer schools have been able to accomplish in the past year. Determine what you can bring back to your institution to make a difference.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4747: FASB Statements from GASB Functionality (4747)
Back to top
Lead Instructor: Kiersten Ciocca, Rider University
Description: In this session, we will discuss generating draft FASB statements using the GASB reporting functionality while utilizing Attributes for classifying the chart of accounts. We will cover some do's and don'ts, the benefits of the report, and Rider University's experience in implementing the report.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience5068: Finance Approvals Made Efficient (FAME) (5068)
Back to top
Lead Instructor: Jeffrey O'Keefe, University of New Mexico - IT: Applications
Description: The University of New Mexico began using Banner Finance in July 2004. In the beginning, most finance documents required single-department approval prior to validation and approval by central administrative "core" offices. However, over time, more cross-department collaboration has required an increase in multi-department approvals. Out of the box, Finance Approvals was designed for only a single level of approval with one additional, optional approval routed to regardless of criteria. UNM required this "next queue" functionality to manage the approval routing from departments to their appropriate core office for approval; however, this limitation has resulted in the thousands of queue definitions required at UNM. Furthermore, due to Banner's default routing functionality, core office approvals were often occurring prior to the gathering of all departmental approvals when multi-department approvals were required. These issues have resulted in ever increasing inefficiencies related to financial approvals. As a result, a new initiative at UNM was embarked upon to expand and improve the functionality of Finance approvals without modifying Banner baseline objects. This presentation will describe the rationale causing the current volume of approval queues at UNM and the solution implemented to make the management of and approvals within Finance approvals more efficient at UNM.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required6216: Finance Community Networking (BOF) (6216)
Back to top
Lead Instructor: Barbara Doane, SunGard Higher Education
Description: Jump start your Summit networking experience by attending the Fiannce Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Finance Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5786: Fixed Assets Overview and Best Practices (5786)
Back to top
Lead Instructor: Gary Houck, Sungard Higher Education
Description: This session will cover the set up needed to implement the Fixed Asset module in Banner Finance including Chart of Accounts and the Fixed Asset validation tables. It will also review some of the best practices for processing purchases, adjustments, depreciation, and reclassifications.
Session Type: Panel
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4291: Getting the Most Out of the Research Accounting Module (4291)
Back to top
Lead Instructor: Patricia Russo, Temple University
Description: This session will provide insight into the following aspects of the research accounting and grants billing modules: 1) How to use the grants billing module for more than just grants (i.e. capital project management, continuing medical education courses, clinical trials) 2) How multiple year encumbering can help you better manage your project budgets. 3) Learn about the new deferred grant table featured in version 8.4 of Banner: frrgrnh. 4) Understand how Forms Fusion can be used to customize your school's bill.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required4285: How Best to Achieve a Clean Year-End (4285)
Back to top
Lead Instructor: Richard Gerry, SunGard Higher Education
Description: This presentation is for Banner Finance 8.4 and for all new and existing users of Banner Finance interested in learning how to handle the year-end processes. This presentation will provide the necessary steps each Controller's Office must undertake at their college or university to ensure their fiscal year end closing happens smoothly. A recommended detail timeline surrounding year-end activities in Banner Finance is included in the presentation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3832: No Matter Where You Are, You Can Approve (3832)
Back to top
Lead Instructor: Keilani Drake, Jackson State University
Description: Online approval made easy. Two years ago Jackson State University implemented online requisitioning. The web based Self Service features has minimized the use of paper. By decentralizing the data entry, it has made the Purchasing Department more efficient. Approvers can approve documents from any device with web access. The supporting documentation is attached to the document. Stop by and see how we did it.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4390: NSF Checking: What Is It and How Do You Set It Up? (4390)
Back to top
Lead Instructor: Judi Valori, SunGard Higher Education
Description: Banner Finance 8.4. This presentation will go through the basics of what forms are used to set NSF checking, what the options are for NSF checking, what effect having approvals on or off has on NSF checking, and what the hierarchy of NSF checking is. This session is for Finance functional users.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4488: Panel-Banner Finance Community Source Committee (4488)
Back to top
Lead Instructor: Wendell Vest, Virginia Tech
Description: Join the Banner Finance Community Source Functional Review Committee to learn what they have achieved during the past year and what is on their agenda for the upcoming year. Committee members and other contributors will discuss initiatives that have recently been included in baseline releases or will be in future releases. Some of the initiatives discussed will be enhancements to the check selection process, new functionality for in-process requisition and purchase order documents in self service, self service & INB budget availability checking, enhancements for in process documents, new process to open/close fiscal periods, and a consolidated vendor inquiry form.
Session Type: Panel
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience5785: Research Management (BOF) (5785)
Back to top
Lead Instructor: Barbara Doane, SunGard Higher Education
Description: Join your peers and SunGard Higher Education in a discussion about research management needs on your campus. Pre-Award? Post-Award? Integration? Come share your thoughts and best practices with the group!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3822: Three-Way Matching in Banner: PO, Receipt and Invoice (3822)
Back to top
Lead Instructor: Judi Valori, SunGard Higher Education
Description: Banner Finance 8.4: Three-Way matching: Purchase Order, Receipt and Invoice. This presentation will give an overview of the basics of Banner Matching - including (1) the steps to set it up, (2) the forms required and used, (3) the processes to run, and (4) how to override.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4657: To Inactivate or Not Inactivate...That Is The Question! (4657)
Back to top
Lead Instructor: Gerri Nickle, George Mason University
Description: Banner Organization codes are used not only in Banner, but also in many decentralized systems in offices all over campus. Do you know all the different systems in your organization that reference Banner Org codes? How do you know if there are transactions pending that reference an Org code prior to inactivating that Org code in Banner Finance? What hoops do you currently jump through to ensure that it's safe to inactivate an Org code? Let us show you the Oracle Application Express program George Mason wrote to track down and verify that all transactions referencing an Org code have been processed in Banner Finance prior to Org code inactivation in order to avoid headaches down the road. We will also share our use of Workflow for approval routing. This presentation is intended for functional users, but will have a high level discussion of Oracle Application Express and Workflow, and may be of interest to technical users as well.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4326: Using Attributes in Banner Finance (4326)
Back to top
Lead Instructor: Bob Siegfried, Lehigh University
Description: Learn how Lehigh University utilizes baseline attribute functionality as an extension of our Chart of Accounts to add reporting flexibility and enhance accounting controls. In addition to sharing examples of how attributes can be used, you will also learn how to set them up and assign them to FOAPAL elements. Lehigh converted from FRS Plus to Banner in 2001 and quickly learned how to apply their extensive use of attributes in FRS to Banner. Attributes allow you to define unlimited reporting elements in addition to the basic hierarchical structure of the FOAPAL elements in your chart of accounts. Learn how Lehigh uses attributes to prepare the 990 tax schedules, NSF survey, NCAA and EADA reports, associate authorized signers with FOAPALs, control report distribution, prepare our IC rate proposal and create custom internal and external reports.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4286: What's New in Banner Finance? (4286)
Back to top
Lead Instructor: Richard Gerry, SunGard Higher Education
Description: Join us for an overview of features and functionality offered in Banner Finance 8.x. Learn how you can leverage Banner Finance for the greatest impact on your campus.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Travel & Expense Management
4719: Building Custom Workflows for Travel & Expense Management (HOT) (4719)
Back to top
Lead Instructor: Lindy Lewis, SunGard Higher Education
Description: The Banner Travel & Expense Management solution comes with a standard workflow to facilitate approvals. Some approval structures are more complex and require customization to meet business needs. Learn how you can customize your approval workflow for Travel & Expense. 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.
Session Type: Hands-on Training (HOT)
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3900: Functional Use of Banner Travel and Expense (3900)
Back to top
Lead Instructor: Gary Rindone, SunGard Higher Education
Description: Learn about the functionality of Banner's new Travel and Expense Management system. Discover how your school can make the best use of it to save time and effort in processing Travel Authorizations, Advances and Expense Reimbursements. See a sneak peak into the future of Travel & Expense.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4318: T&E Rocks! (4318)
Back to top
Lead Instructor: Mary Grant, Savannah College of Art and Design
Description: We will show how we have used Travel and Expense Management(version 8.4) to decrease our costs and processing times, as well as how we have used it to revamp our entire travel approval, booking and payment processes. We will describe how we trained all of our users on the new processes and procedures, as well as lessons learned during the process. We will also talk about the workflow process and how we identify issues within this process and correct them.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4708: Travel & Expense Management (BOF) (4708)
Back to top
Lead Instructor: Denise McGarry, SunGard Higher Education
Description: Are you interested in new functionality for Travel & Expense Management? Do you have questions about the product? Join us for a Birds of a Feather (BOF) discussion on the Travel & Expense Management Solution. We will be collecting requirements for the next two major releases which include per diem management as well as PCard integration.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4151: USU's Implementation of the Travel and Expense Module (4151)
Back to top
Lead Instructor: Ryan Merrill, Utah State University
Description: This session will discuss USU's implementation of the Travel and Expense module, issues encountered, and lessons learned. Due to Institutional travel policy, USU was unable to utilize the adhoc approval workflow delivered with T&E. The workflow designed by USU to accommodate these policies will be described. This session will also include a demonstration of the workflow developed by USU for Travel Approval.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredEvisions, Inc.
2981: Argos in Finance (2981)
Back to top
Lead Instructor: Eton Chin, The University of the West Indies
Description: Exploiting the rich data stored in Banner Finance for useful operational and strategic information is a key pivot for achieving better ROI on your investment. Using the Evisions, Inc. Argos product I will focus on operational aids to demonstrate how automation can reduce time to retrieve information whilst improving consistency. From the typical control reports (such as FGRBIEX) enhanced with drill downs to isolate sources of errors, monitoring approval queue throughput with summaries and drill throughs to finance and departmental operational summaries. The key technical code-behind will be discussed alongside the demonstration of the functional aids in Argos.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredHigher One
4085: Simplifying Foreign Students' Payments (4085)
Back to top
Lead Instructor: Chris Setcos, Higher One, Inc.
Description: Join this informative panel to learn best practices for alleviating pain for both students and administrators who deal with international payments on campus. Eliminate the high costs of international wire transfers and offer competitive exchange rates for students while reducing the pain associated with reconciling inbound international payments for administrators Administrators and students alike will benefit from this session that addresses innovative ways to streamline international payments for the entire campus community.
Session Type: Panel
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersNelnet Business Solutions
4968: Implementing Online Payments in Banner: Things to Consider (4968)
Back to top
Lead Instructor: Eric Armstrong, Nelnet Business Solutions
Description: This session will present options for enabling online payments in your ERP and self-service environment. Nelnet Business Solutions, a SunGard Advanced Collaborative member, will share their experience with multiple implementations of the SunGard Payment Processor Connection, and/or NBS' bolt-on integration 'kit'. Discussion will include a technical comparison of SunGard's and NBS' offerings, and highlight important business considerations that should be taken into account when choosing (or changing) payment service providers.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredOfficial Payments Corp.
3152: Pacific Lutheran University's New Online Payment Solution (3152)
Back to top
Lead Instructor: Peter Drew, Official Payments
Description: Pacific Lutheran University (PLU) recently implemented the new SunGard Higher Education Payment Processor interface for student payment of tuition and fees. This presentation will discuss PLU's challenges in pursuing online payments, their choice of the Official Payments payment processing solution and the successful and rewarding implementation of the system. This session is intended for colleges and universities interested in offering online payment opportunities to their students and parents. Financial officers and IT personnel alike will be interested in the benefits that Pacific Lutheran has experienced with their new online payment solution.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersPowerCAMPUS Finance & HR
4764: Management Reporter for Dynamics GP 2010 (4764)
Back to top
Lead Instructor: Rue Ann Michael, SunGard Higher Education
Description: FRx, the reporting tool that is widely used within GP for financial reporting, is going away and is replaced by Management Reporter. This session will provide an overview of Management Reporter in terms of functionality available and steps required to design reports using the tool.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4761: Microsoft Dynamics GP 2010 (4761)
Back to top
Lead Instructor: Rue Ann Michael, SunGard Higher Education
Description: This session will deal with the new functionality available within Microsoft Dynamics GP 2010.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersSciQuest, Inc.
4366: Making the Numbers Count (4366)
Back to top
Lead Instructor: Mary Forsythe, University of North Carolina Wilmington
Description: This panel discussion features Mary E. Forsythe, C.P.M., Director of Purchasing Services at the University of North Carolina Wilmington and Shannon Clegg, Sr. Director of Campus Enterprises at the University of North Carolina Greensboro will focus on collaborative eProcurement through the use of the SciQuest Consortium Community and HigherMarkets for Banner. The University of North Carolina system saw an opportunity to leverage resources and technology to benefit all schools. Now 12 schools within the UNC system collaborate through SciQuest's eProcurement technology and utilize HigherMarkets for Banner to drive efficiencies and enable the sharing of system-wide, cost-saving contracts. Hear directly from procurement professionals from these North Carolina schools and learn their best practices for procurement collaboration and achieving maximum savings.
Session Type: Panel
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersTouchNet Information Systems, Inc.
4063: Introducing TouchNet SponsorPoint™ (4063)
Back to top
Lead Instructor: Dan Toughey, TouchNet
Description: Are you handling third-party contract or sponsored payments through manual procedures in a work-around process? Are communications among school, sponsors, and students ineffective? Discover TouchNet SponsorPoint™ - a new solution for automating billing and payments for third-party relationships. Join us and learn how to save time and money, reduce errors, and enhance constituent services by streamlining your third-party sponsored receivables and payments.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience5191: Serving Diverse Student Populations: Business Needs Meet Edu (5191)
Back to top
Lead Instructor: Lois Sams, East Tennessee State University
Description: ETSU will demonstrate the challenges – and opportunities – presented when managing financial operations for three distinct student populations. As ETSU expands educational opportunities for students, it is important that business operations support the academic mission of ETSU. Launching new academic programs like a School of Pharmacy and Medical School forced ETSU to discover new ways to cut costs while providing greater service to our constituents. Several distinct student populations use ETSU's online services – everything from admissions to tuition payment plans, and event registration.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited ExperienceFinancial Aid
Banner Financial Aid
5314: 2011-2012 COD Updates for Direct Loan, Pell and TEACH Grant Processing (5314)
Back to top
Lead Instructor: Dawn Rucker, Datatel+SGHE
Description: This session will be vital for all schools processing Direct Loans, Pell Grants or TEACH Grants in Banner Financial Aid. The timing of this session will be particularly helpful for schools that will begin their 2011-2012 award cycle in the spring/summer. COD has planned enhancements for February and June 2011. In this session we will discuss the updates necessary in Banner Financial Aid to accommodate those enhancements.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4852: Algorithmic and Period Based Budgeting (4852)
Back to top
Lead Instructor: Sue Laird, SunGard Higher Education
Description: Budgets, budgets, and more budgets! Come learn how the plans for the upcoming release of algorithmic and period based budgeting may help you reduce the number of budgets necessary and allow you to update the student's budget by period when changes occur.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4424: Award and Disbursement by Period (4424)
Back to top
Lead Instructor: Mark Kichline, SunGard Higher Education
Description: This session will discuss the proposed enhancements to the Banner Financial Aid product to support awarding and disbursing aid by period. We look forward to your input and interaction during the session.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required5394: Banner 8: Awarding and Disbursement Features and Functionality (5394)
Back to top
Lead Instructor: Susan Stano, SunGard Higher Education
Description: New to Banner 8 or just been too busy to take advantage of the new features it has to offer? Come learn about the exciting set of Awarding and Disbursement features Banner 8 has to offer. This session will address the following functionality: Calculating enrollment and using attending hours, award locks, disbursement with verification status of W, Scholarship and Athletics.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5398: Banner 8: Miscellaneous Features and Functionality (5398)
Back to top
Lead Instructor: Catherine Cooley, SunGard Higher Education
Description: New to Banner 8 or just been too busy to take advantage of the new features it has to offer? Come learn about the exciting set of new features Banner 8 has to offer. This session will address the following functionality: Holds, Tracking, Batch Posting, Self Service, Web Proxy ID, and Internationalization.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5393: Banner 8: Set-up and New Aid Year Features and Functionality (5393)
Back to top
Lead Instructor: Susan Stano, SunGard Higher Education
Description: New to Banner 8 or just been too busy to take advantage of the new features it has to offer? Come learn about the exciting set of new aid year and set-up features Banner 8 has to offer. This session will address the following functionality: Institutional options forms (ROAINST/ROAUSIO), aid year roll process (ROPROLL), active indicators, SAP initial term code, user defined fields (ROAUSDF/ROANYUD), ROPUSER, fund roll, scholarship roll, archive and purge, and a review of logging.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3850: Banner Financial Aid Kick-Off (3850)
Back to top
Lead Instructor: Peggy Delaney, SunGard Higher Education
Description: Come and join us to learn about the many exciting initiatives within the Banner Financial Aid product. We'll discuss some of the key deliverables, the product roadmap and much more. This session is intended for all Banner Financial Aid users.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5061: Because BBAY in Baseline Banner is Beautiful (5061)
Back to top
Lead Instructor: Mike Slade, Western Governors University
Description: SunGard Higher Education has heard our cries!! Baseline BBAY (Borrower Based Academic Year) for Banner is close at hand and in many ways already here. With some minor workarounds, we can, as of right now, award loans across aid year. Periods of enrollment were released in 8.9, which gets us a step closer to BBAY and the design for full BBAY functionality is well under way. In this session you'll learn how to setup cross year loans in current Banner. We'll discuss other obstacles such as auto packaging, determining aid period, resources, and reporting. There will also be an open discussion of features wanted and needed for the full release. Western Governors is an online, non-standard term school. Terms start the first day of each month.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4758: Direct Loan Reconciliation - Demystified (4758)
Back to top
Lead Instructor: Noel Whearty, Pace University
Description: This presentation will cover our straightforward approach to Direct Loan Reconciliation at Pace University. I will cover the applicable regulations and then explain what Reconciliation really is. I will decipher the DL SAS file, review COD's Yearly Closeout process and deadlines, and cover a check list of steps to take before Closeout. I will demonstrate our simplified method of comparing the DL SAS file to the Direct Loan disbursement data in Banner using Access queries. Finally, since resolving rejects as they occur is the key to successful reconciliation, I will review examples of common causes of Rejects in Direct Loans and provide tips and guidance for clearing them. Financial Aid staff who are new to Direct Lending may find this session helpful.(I do not plan to cover DL Tools or G5.)
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience3093: Direct Loans (BOF) (3093)
Back to top
Lead Instructor: Nancy Hoover, Denison University
Description: The Health Care and Education Affordability Reconciliation Act of 2010 (HCEARA-H.R. 4872) mandated that all federal loans (Stafford, PLUS and Grad PLUS) will be originated through the Federal Direct Loan Program, beginning July 1, 2010. In the past two years, some members of the National Direct Student Loan Coalition have been actively serving as mentors to schools new to Direct Lending in Banner to ensure that their loan processing has gone smoothly. With so many new schools in the DL program, it is crucial that SunGard Higher Education provide an opportunity for both functional and technical staff involved in system processing to ask questions, exchange ideas about best practices and provide ideas for enhancements to DL processing in the Banner system.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4743: Electronic Communication in Financial Aid: Can It Work? (4743)
Back to top
Lead Instructor: Mary Ann Bishel, Purdue University Calumet
Description: Our session is designed to share steps we have taken to move from paper to electronic communications with students via Banner Self-Service and emails with respect to required tracking documents, where the student is in the financial aid process and important messages specific to the student's file or awards. We have defined a 10-step financial aid process for our students. Learn how we 1) use messages posted to ROAMESG to let students know where they are in the financial aid process, 2) communicate with students regarding documentation required from them to complete their financial aid files and how this information is presented to students in a similar fashion on our home page (e.g. document, document explanation and instructions), 3) communicate with students via messages posted to ROAMESG, 4) communicate with students via emails as the student moves through the financial aid process, 5) have significantly reduced our S&E costs through the reduction of print forms, print communications, and postage, 6) and learn about the pros and cons of our move toward electronic communications; what has worked, what has not worked, and our next steps. We currently use Banner Financial Aid 8.8.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5101: Enrollment and Student Centric Periods Working Together (5101)
Back to top
Lead Instructor: Sue Laird, SunGard Higher Education
Description: Both Financial Aid Periods and Student Centric Periods provide the ability to combine terms to create a single 'period' of time for the student's enrollment. Join us to discuss and learn how Financial Aid Enrollment Periods and Student Centric Periods can work together.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3113: FA Self Service Scholarship Terms & Conditions Year 3 (3113)
Back to top
Lead Instructor: Steve Runion, University of South Florida
Description: Have you ever wanted to get rid of paper scholarship terms and conditions? See how the University of South Florida (USF) eliminated scholarship terms & conditions in 2009-10 using baseline Financial Aid Self Service text rules and variables. Learn how and why the process evolved (or mutated) over the last 3 years to now include "Thank You Letters" for Foundation funded scholarships that are leveraged via algorithmic packaging for new and continuing students. Hear about some of our "Gotcha's" to look out for during your set up, long range planning for scholarship cohorts and eventual petitions for the "Nobody Told Me" crowd. This session will cover setting up FA self service text rules, variables and messages along with a bit of HTML to make it look nice. See what we did, why we did it and how we did it. Share what you did or want to do to get ideas on what would work best for your students at your institution!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 3 - Senior and Experienced Practitioners4569: Financial Aid - Ask the Experts (BOF) (4569)
Back to top
Lead Instructor: Jan Levsen, SunGard Higher Education
Description: Please come join in the discussions and sharing of ideas and solutions that others have found. Bring your questions and plenty of business cards.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6214: Financial Aid Community Networking (BOF) (6214)
Back to top
Lead Instructor: Peggy Delaney, SunGard Higher Education
Description: Jump start your Summit networking experience by attending the Financial Aid Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Financial Aid Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3224: Financial Aid Self-Service (3224)
Back to top
Lead Instructor: Jessica Ashbrook, Lansing Community College
Description: This session will cover the Financial Aid Self-Service module and how Banner can be used to create a customized experience for students. Validation and rule table setups will be reviewed. A self service account will be reviewed to illustrate how the customizations appear to students. Lessons learned and code used for customizations will be shared.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required2971: From 1250 to 55 Packaging Groups with Algorithmic Packaging (2971)
Back to top
Lead Instructor: Jim Olick, Johnson & Wales University
Description: How Johnson & Wales University (JWU) is using Algorithmic Packaging to reduce packaging groups from over 1250 to 55 while increasing automation. At JWU we use detailed financial aid leveraging and Algorithmic Packaging is allowing us to take it to the next level.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required4269: From Papercuts to Paperless (4269)
Back to top
Lead Instructor: Sara Holman, Lawrence University
Description: As more and more institutions are going paperless, learn how one school has utilized imaging and self-service to create an almost paperless environment. After inviting themselves to Xtender implementation training intended for the registrar's office, the financial aid office at Lawrence University was the first on campus go live with imaging. In January of 2006, just weeks after learning about Xtender and days after the University installed it, the financial aid office was live for the 2006-07 academic year. Since then, all financial aid documents have been scanned and indexed; all tracking and award letters have been available in self-service; and all verification documents, special circumstance reviews, and awards have been processed electronically. As other offices have moved to imaging, the financial aid office has worked with them to establish document sharing between applications. Creating an almost paperless environment has not only eliminated file cabinets and paper cuts, but has made the entire financial aid process - from application to audit – faster, easier, and more efficient.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4538: FSA Operational Update (4538)
Back to top
Lead Instructor: Patrick Kennedy, U.S. Department of Education
Description: One of the most important sessions for Summit. We must hear from the Department of Education. Also, the Department should be able to articulate the exact enhancements that are scheduled for the StudentLoans.gov and for COD that will be released in June 2011.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4735: It's an Integrated Financial Aid World After All (4735)
Back to top
Lead Instructor: Andy Kearney, SunGard Higher Education
Description: This session will focus on key touch-points that trigger integration and interfaces between and among Financial Aid processes. This session will walk through various Financial Aid processes focusing on what rules / values / data entry needs to occur in order to support the common interfaces and / or points of integration in order to complete the process successfully. Furthermore, we would discuss "issues to consider" and "ways to take advantage of the integration". This session is intended for both functional and technical users who have key roles in managing or administering day to day Financial Aid based processes.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4040: Real World Examples of Algorithmic Packaging (4040)
Back to top
Lead Instructor: Jay Himes, Liberty University
Description: This session is designed for functional and technical users of Banner Financial Aid who are responsible for automated awarding. It is suitable for intermediate and expert users. The session will provide a walkthrough of the set up and configuration of algorithmic packaging using 4 different scenarios from Liberty University's auto packaging.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4340: Reconciling Direct Loans: You Have Options and Tools (4340)
Back to top
Lead Instructor: Matthew Moore, Miami University
Description: 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 Higher Education 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 Education's 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. The target audience for this presentation includes functional users who process Direct Loans and IT staff who support the financial aid offices.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience3047: Simply Scholarships (3047)
Back to top
Lead Instructor: Denise Vandevanter, Utah Valley University
Description: UVU offers over 300 different scholarships. Scholarships are administered by the Financial Aid Office. However, the recipients are determined by the departments. We have been able to use the new scholarships forms in Banner to simplify the selection and awarding process. Also, we have simplified the process for Scholarship Award Letters. The students can view and accept their scholarship awards online and departments are notified by email when a student has accepted their scholarship award.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4421: Two Pell Grants in a Year (4421)
Back to top
Lead Instructor: Mark Kichline, SunGard Higher Education
Description: This session will discuss the changes made to Banner Financial Aid to support Two Pell Grants in a Year. We will review the overall setup and how Banner Financial Aid determines eligibility for a 2nd scheduled award during the awarding and disbursing process.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required4577: Using the ROREMAL Email Process to Connect with Students (4577)
Back to top
Lead Instructor: LaSonya Griggs, SUNY Upstate Medical University
Description: This session is intended for functional users who want to learn how to use ROREMAL to communicate with students. This session will explore using population selections to identify groups of students who require some type of communication. ROREMAL allows the financial aid office to send tracking notices, electronic award notices and other general communications via email.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3828: Work-Study Implementation Made Easy (3828)
Back to top
Lead Instructor: Anne-Marie Caruso, Wentworth Institute of Technology
Description: Save students, staff and Student Employment Supervisors time! A basic overview of implementing the Banner Student Employment Module.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredBanner Student Aid for Canada
3457: BSAC 101 (3457)
Back to top
Lead Instructor: Brenda Sebastian Chafin, SunGard Higher Education
Description: This presentation will provide a general overview of what the Banner Student Aid product (BSAC) has to offer to the world of higher education. By the end of this session, the attendees should have a pretty good idea of what the key components of this product are and how they can be utilized at their institutions for managing some specific Student Aid tasks that are required outside of the regulatory boundaries. It will cover topics like: - General features - Terminology - Components - Fund Management - Need Analysis - Award Eligibility - Dynamic Self-service - What this product offers to the Student Aid officer - What this product offers to the Student Aid applicant - Etc.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4903: BSAC Implementation Across Universities (4903)
Back to top
Lead Instructor: Naureen Nizam, Dalhousie University
Description: This session will provide an update from several universities (including the consortium of five universities) on how they are utilizing the Banner Student Aid for Canada (BSAC) product.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3451: Build Your Own Student Aid Web Application (3451)
Back to top
Lead Instructor: Luz Gaeta, SunGard Higher Education
Description: This presentation will use the Banner Student Aid product (BSAC) to demonstrate how to create a DYNAMIC Student Aid Web Application at your institution. It will cover topics like: - Overview of the BSAC product - What is the difference between this tool and regular Banner Self-Service? - What type of applications can be defined with this tool? - Student Aid Web Application for collecting student aid applicant's general information - Student Aid Web Application for allowing applicants to apply for generic or specific awards such as: scholarships, work-study awards, bursaries, etc. - Student Aid Web Application for allowing applicants to apply for student aid based on need. - What type of data can be collected using these applications? - Open answers (character, date, numeric) - Pre-fixed list of answers - Dynamic list of answers - Required vs. not-required - Explanation of the DYNAMIC concept - Testing capability - Preview of an Student Aid Web Application in process of being built - What happens once the Student Aid Web Application is ready for a production environment - Tracking - Awarding - Reporting - Etc.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4060: Using a Rules Engine in Need Analysis Calculation (4060)
Back to top
Lead Instructor: Luz Gaeta, SunGard Higher Education
Description: This session will focus on presenting how to use the Business Process Rules Engine (BPRE / PRGN / MUU) in order to support Need Analysis calculations in Banner Student Aid (BSAC). It will cover topics like: 1- Flow of Need Analysis in BSAC. This includes items such as: - Applicant applying to need based awards using an on-line application - Determination of applicant's profile - Calculation of student's need. 2- Flow for defining a Need Analysis processing in BSAC. This includes items such as: - Defining an on-line Financial Aid Need Analysis Application - Configuring the calculation of Academic Cost of Attendance - Configuring formulae for determining an applicant's need: = Defining budget component formulae in BSAC = Definition rules in BPRE. 3- Executing need analysis calculations based on the defined formulae. 4- Analyzing results.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersHuman Resources
Banner Human Resources
3899: Banner Effort Certification: Opportunities & Rewards (3899)
Back to top
Lead Instructor: Mary Reimink, Grand Valley State University
Description: At Grand Valley State University, a mid-sized public university, Banner Effort Reporting went live successfully in early 2010 for electronic effort certification. As members of the implementation team, we will discuss the functional and technical steps to setup the effort certification system including end user training and lessons learned during the process. Topics covered include the initial form set-up, testing plan, training program, and recent developments as we continue to make enhancements to this process.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required4342: Banner HR Enhancement Session Part 1 (4342)
Back to top
Lead Instructor: Laura Weathersby, SunGard Higher Education
Description: In this session, you'll hear more about new functionality available to you in the future. More details will be added in the future. Stay tuned!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4343: Banner HR Enhancement Session Part 2 (4343)
Back to top
Lead Instructor: Laura Weathersby, SunGard Higher Education
Description: In this session, you'll hear more about new functionality available to you in the future. More details will be added in the future. Stay tuned!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4327: Banner HR Kick-Off and Update (4327)
Back to top
Lead Instructor: Laura Weathersby, SunGard Higher Education
Description: Please join your SunGard Higher Education Product Management team for this session which will highlight key Summit 2011 presentations of interest, along with updates on your Banner HR product including new initiatives, enhancements, and product releases.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4328: Banner HR Miscellaneous Enhancements (4328)
Back to top
Lead Instructor: Pam Leichliter, SunGard Higher Education
Description: Did you get a chance to take a look at the miscellaneous enhancements and RPEs (request for product enhancements) provided in Banner HR 8.4? Do you know what other cool quick hit enhancements are coming out in the future? Come to this session to learn more about some of the smaller yet powerful enhancements provided in Banner HR 8.4 with a sneak peak at future miscellaneous enhancements!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5275: Banner HR New and Implementing Customer (BOF) (5275)
Back to top
Lead Instructor: Judy Cushman, SunGard Higher Education
Description: Join your fellow new and implementing Banner HR peers to discuss implementation questions and to network! Representatives from the SunGard Higher Education Services team will be on hand to lead the discussion and offer helpful tips and tricks.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4106: Combined Limits for Retirement Processing (4106)
Back to top
Lead Instructor: Suzanne Schuelke, SunGard Higher Education
Description: In Banner HR 8.0, SunGard Higher Education provided the ability to accurately track both the employee and employer deferred compensation maximums across multiple benefits. In this session, you'll learn how to take advantage of this functionality and reduce the benefits challenges that these maximums can create.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5452: Community Source - The HR Response (5452)
Back to top
Lead Instructor: Carol Powers, University System of New Hampshire
Description: The Banner HR Community has set a high bar with its response to the Community Source Initiative! To date 26 submissions have been received and at least 4 more are in process. In this session, customers from the Banner HR Functional Review Committee will highlight the Community Source process, the submissions and their progress, and plans for the future!
Session Type: Panel
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4113: Connecting Salary Planner and Budget Development (4113)
Back to top
Lead Instructor: Jeff Hagins, Texas Tech University System
Description: This session will concentrate on a Community Source collaborative project between Texas Tech University and SunGard Higher Education to provide an interface between Salary Planner and Budget Development as part of Banner HR 8.4. Institutions that use Salary Planner will benefit from this interface due to reduced data entry in Finance Budget Development. This session will highlight not only the functionality of this new feature, but also how this modification originally built by Texas Tech University was brought into Banner baseline successfully.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4281: Creative Utilization of NHIDIST (4281)
Back to top
Lead Instructor: Steven Sullivan, SunGard Higher Education
Description: Have you ever wanted to know how to find the detail of the transactions interfaced from Banner HR to Banner Finance? What about reporting details of earnings, benefits, deductions, position budgets, encumbrances, and grant expenditures? Do you need the ability to run queries on payroll transactions, or download data into Excel for analysis? If so, NHIDIST may just be the best tool you never knew you had. Participants will learn how to run queries on the NHIDIST form in a live Banner HR instance. Additionally, data extracts and reporting will be discussed. Examples of reports developed by Banner HR users that use the NHRDIST table as a data source will also be discussed.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4071: Effort Reporting & Labor Distribution (BOF) (4071)
Back to top
Lead Instructor: Suzanne Schuelke, SunGard Higher Education
Description: This open Birds-of-a-Feather discussion will focus on the Effort Reporting and Labor Redistribution module available in Banner since HR 8.1. All customers who have implemented or are considering implementing are welcome to attend as participants will share tips and tricks for using this module, along with best practices for set-up and using the module.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners7388: Employee Self-Service Pay Stub (BOF) (7388)
Back to top
Lead Instructor: Carol Powers, University System of New Hampshire
Description: Pay stubs! Sooner or later, most schools tackle the issue of providing employees with a custom view of their pay stubs. It's important .. it's personal .. and it's a great communication vehicle. To date, four institutions have submitted their Employee Self Service (ESS) pay stubs to HR Community Source, but each are so unique that it has been impossible to come up with one, homogenized version that will suit all needs. But that's about to change!! The Ohio Banner User Group (OBUG) has development resources that are available to work on an ESS enhancement to the baseline functionality for the pay stub. To be successful, we need broad customer input and are starting this process with this BOF at Summit. After Summit, we will schedule a series of webinars to continue the process. Join in the process - help us ensure the final product will meet your needs!
Session Type: Birds of a Feather (BOF) Discussion5527: Enhancing the Employee Compensation Report in ESS (5527)
Back to top
Lead Instructor: Satish Reddy, Seton Hall University
Description: Purpose of the session is to demonstrate Seton Hall University's modification to Employee Self-Service that provides employees a line item breakdown of his/her compensation. Modifications include a pie chart that is color coordinated with the type of compensation/expense (e.g. cash health benefits retirement income protection and payroll expenses).
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4750: EPAFs for All Personnel Actions (4750)
Back to top
Lead Instructor: Rose Lesly, Texas Tech University
Description: Texas Tech University launched Electronic Personnel Action Forms (EPAFs) concurrent with our Banner HR go-live in December 2008. We use EPAF for all personnel transactions. Additionally, we built an interface with Banner XtenderSolutions to allow attachments to be routed with the EPAF. We also built additional two-action EPAFs when we upgraded to Banner 8. Although we will touch briefly on how we approached EPAF setup, this is not a session on how to build ePAFs. This session will demonstrate how a large university stretches EPAF functionality to the limit including day-to-day challenges, quality control, and additional features that would improve the EPAF functionality.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3785: Faculty Load and Compensation Implementations (BOF) (3785)
Back to top
Lead Instructor: Judy Cushman, SunGard Higher Education
Description: Please join this open discussion on the Faculty Load and Compensation (FLAC) module. Discussions will include considerations when implementing FLAC like your team structure, the types of scheduled meetings you need, what testing scenarios are important, along with using the Banner Document Management Suite and Evisions to complement the process. Human Resources, Payrolls and the Registrar's Office / Provost Office representatives should attend this BOF.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3740: FLAC - The Good, The Bad, and The Ugly (3740)
Back to top
Lead Instructor: Crystal Rose, Jamestown Community College
Description: Are you tired of paying adjuncts and full-time faculty overloads via paper contracts? Do your paper contracts ever get lost or not make it to payroll on time because it took too much time to make it from office to office? Is your college focusing on sustainability and cost saving procedures? Faculty Load and Compensation (FLAC) is a new feature of Banner 8 that helps you to eliminate paper contracts and complete each step electronically. Jamestown Community College (Banner 8.4) has gone live with this new system. The instructional workload information is entered locked (signed) by an assistant dean acknowledged (signed) by the instructor and processed. Non-instructional workloads "no problem" FLAC can take care of those too! Let us share our experiences with you: The Good, The Bad, and The Ugly. This presentation is suitable for those in Human Resources and Academic Affairs.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required6215: Human Resources Community Networking (BOF) (6215)
Back to top
Lead Instructor: Laura Weathersby, SunGard Higher Education
Description: Jump start your Summit networking experience by attending the Human Resources Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Human Resources Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5277: Leave Administration 101 (5277)
Back to top
Lead Instructor: Suzanne Schuelke, SunGard Higher Education
Description: Attend this session to learn more about the Leave Administration module in Banner HR. Management of leave accruals, various leave options provided in the system, and other basics of the module will be discussed.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5288: Modules in Banner HR You May Not Be Using (5288)
Back to top
Lead Instructor: David Hamilton, SunGard Higher Education
Description: Are you making the most of your Banner HR investment? In this session, we'll talk about some of the lesser known modules in Banner HR that you may not be using, but could help manage your employees on campus. In this session, the bargaining unit module, seniority module, job factor capabilities, skills and certifications, and more will be highlighted.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4548: More Things I Wish I Knew about Banner HR (4548)
Back to top
Lead Instructor: Ali Penton, University of West Florida
Description: In this session, the University of West Florida will go over the basics of Banner HR, including information about some of the most commonly used forms in the system and how they are used. If you are a customer just starting your implementation, this session is for you. And, if you are already live with Banner HR, this session will serve as a refresher on some of the basics. Along with some areas you may not be using today to the fullest. Included will be details on the employment forms from PPAIDEN to PDADEDN, rule forms from PTRINST to NTRINST, where to store Faculty data and degree information, how to do a mass change to benefit deductions, how to set up and use Common Matching, how to set up and use Electronic W2s, and how to set up Population Selections. If you attended "Things I Wish I Knew about Banner HR" at Summit 2010 or the repeat of that session in the Innovation Webinar last summer, you should make room in your schedule to learn "more" at Summit 2011!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience5274: Navigating Fiscal Year End in HR and Finance (5274)
Back to top
Lead Instructor: David Hamilton, SunGard Higher Education
Description: In this session, you'll learn tips and tricks for handling the the fiscal year end process in Banner HR and Banner Finance. This session will review the steps needed in the process, along with the stakeholders involved.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4446: Navigating Routing Queues in Web Time Entry (4446)
Back to top
Lead Instructor: Mary Ann Dailey, Providence College
Description: Take a tour through Web Time Entry (WTE) Routing Queues with the knowledgeable guides of Providence College. Let our experience, replacing paper time and attendance reporting with WTE for 1600 employees and their supervisors, provide you with a detailed explanation of NBAPOSN, NBAJQUE and NTRRQUE (to name a few pertinent forms). We will discuss our implementation of Web Time Entry, providing in-depth descriptions of all forms and considerations when instituting routing queues. You will be shown specifics on setting up essential fields, tricks to navigate pooled positions and tips to assist you in your own WTE implementation. Join Providence College for this lively and informative session.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4332: New Hire/Life Events Enrollment in Employee Self-Service (4332)
Back to top
Lead Instructor: Charles Westfall, SunGard Higher Education
Description: In this session, the new functionality for New Hire and Live Events Enrollment in Employee Self-Service and Banner HR 8.4 will be provided. You'll learn more about the new web pages and rule forms delivered with this release to allow employees to perform their own enrollment. New Hire Enrollment will allow your institution to collect employee benefit elections as well as dependents and beneficiaries, as a new employee starting employment at your institution. Life Event Enrollment can be accessible to employees throughout the year to allow authorized changes to the employee's existing benefits for a qualifying live event change. In both types of enrollment processes, new self-service pages have been added to accept benefit Coverage and beneficiary allocations directly from the employee. New Administrative pages will allow the Benefits Administrator access to these records to review and post them into the Banner database. Check out this session to hear more about this Benefits Administration enhancement!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4874: Our Student Payroll Implementation (EPAFs and WTE) (4874)
Back to top
Lead Instructor: Rhoni Ryan, Swarthmore College
Description: We've gone paperless! Over the course of the last year Swarthmore College brought their entire Student Payroll system in-house utilizing Banner HR's Self-Service Electronic Personnel Action Forms (EPAFs) and Web Time Entry (WTE) modules. This session will highlight our overall conversion process from a very tedious paper driven system to a completely electronic and integrated system. This session is designed for those interested in learning how to set up Self-Service EPAFs with groups and for those interested in learning some of the intricacies of WTE. We will discuss the lessons we've learned and some best practices we've picked up along the way.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5278: Payroll Reconciliation (5278)
Back to top
Lead Instructor: Judy Cushman, SunGard Higher Education
Description: Now that Banner payroll is off and running, how do you match up numbers? This session will focus on best practices for reconciling your payrolls. You will learn ways to reconcile payroll, important factors to keep in mind, and places to confirm actual dollar amounts.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5457: Position Control Feed to Finance (5457)
Back to top
Lead Instructor: Judy Cushman, SunGard Higher Education
Description: This session will provide an overview of the Position Control feed to Finance including salary and fringe budgeting and encumbrances. Also included will be an overview of the multi-year encumbering functionality, Salary Planner, along with the relationship between HR and Finance regarding Position Control.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required5623: Position Control: How We Use It (5623)
Back to top
Lead Instructor: Stefanie Boyles, Oberlin College
Description: Have you often wondered how other schools manage their Position Control? Oberlin College has re-invented their positions and processes to better manage and budget positions. We will show users how to effectively build positions and how to successfully administer positions in Banner HR that will seamlessly work across departments. We will show you simple reports and ad-hoc reporting that can help manage, maintain and analyze positions jobs and employees for various reporting needs. Oberlin College uses Salary Planner MS Access and Banner HR 8.2 baseline to achieve an efficient and effective position control.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience5230: PXACALC for Complex Benefits Setup (5230)
Back to top
Lead Instructor: Steven Sullivan, SunGard Higher Education
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4521: Salary Planner - How to Set It Up (4521)
Back to top
Lead Instructor: Ali Penton, University of West Florida
Description: In this class participants will learn from the University of West Florida how to set up the validation and rule forms that are required for implementing and using Salary Planner within Banner HR and Employee Self-Service. You'll learn the benefits of this module and how it can be used successfully on your campus. The class is targeted towards functional users and technical staff that would be responsible for implementing Salary Planner.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3664: Setting up FLAC (3664)
Back to top
Lead Instructor: Emily Henry, Southwestern Michigan College
Description: This presentation will supply the necessary steps used for implementation of the Faculty Load and Compensation (FLAC) module for adjunct faculty payroll at Southwestern Michigan College. This session is intended for those institutions that are interested in the process of setting up the FLAC module. We will go through the essential forms for setup in Internet Native Banner (INB), detail the information on each form, and provide a glimpse of Faculty Load and Compensation (FLAC) Administration in Employee Self-Service. We will also share lessons learned, challenges encountered, and tips and tricks for management of adjunct contracts once they are uploaded. Questions are encouraged throughout the presentation and time will be allotted at the end of the session for additional information.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5037: Talent Management Solutions for Higher Education (5037)
Back to top
Lead Instructor: Kevin Wilson, PeopleAdmin
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 3 - Senior and Experienced Practitioners5279: The 411 on Payroll Adjustments (5279)
Back to top
Lead Instructor: David Hamilton, SunGard Higher Education
Description: Need information on how to best do payroll adjustments in Banner HR? In this session, how to handle adjustments via the Payroll Adjustment Form (PHAADJT) will be discussed, along with the impact to Banner Finance.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4178: Time and Effort Certification: A Successful Implementation (4178)
Back to top
Lead Instructor: Edwin Bemmel, Florida Atlantic University
Description: In the Spring of 2010 Florida Atlantic University (FAU) went live with the Banner Effort Reporting and Labor Redistribution module. Management at FAU considered other third party systems but decided that the Banner module would work best for FAU. As an early implementer FAU has been contacted by other universities to learn how we successfully implemented the system. The purpose of this session will be to share our implementation story of how how FAU implemented the Effort Reporting and Labor Redistribution module. We will first give a brief overview of why FAU selected the Banner Effort Reporting module, along with sharing the steps FAU took to ensure a successful implementation. The presentation will include: benefits of high level support from a well-rounded committee to implement the system, how we approached a write/rewrite of the affected policies, a review of current business practices, a "review and scrub" of your current tables, and the identification of the reports and processes that need to be written and built. The presentation will also discuss how FAU successfully trained 90-95% of all its effort certifiers.The presentation will also discuss the advantages of engaging a dedicated IT person to the project as well as hiring a separate OMB A21 consultant.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5285: Tips for Re-Freshing Banner HR (BOF) (5285)
Back to top
Lead Instructor: David Hamilton, SunGard Higher Education
Description: Are you new to Banner HR but your campus is not? Are you wondering why some of the implementation decisions were made years ago? Are you an experienced Banner HR user, but thinking about how to better streamline some of your rules and modules? For example, would you like to re-fresh some of your Banner HR employee classes position classes etc.? If so, this BOF is for you! Led by some of your peers and SunGard Higher Education, this open discussion will be a forum to discuss your questions and to share tips and tricks if you are considering a "re-fresh" project.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2894: Transitioning to a Bi-Weekly Payroll (2894)
Back to top
Lead Instructor: Sheli Senecal, Smith College
Description: Does your institution have multiple payroll cycles? Are you interested in learning how you can transition to one payroll cycle? If you answered yes to either of these questions then this is the session for you! Smith College transitioned from three payroll cycles down to one bi-weekly pay cycle in 2006. This involved defining some very important parameters before we ever started the project, recognizing the historical impact to data, system limitations and ongoing support of our employees through this process. You don't want to miss this "start to finish" project presentation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4501: Using Banner HR for Staff Learning and Development (4501)
Back to top
Lead Instructor: Cathy Koebel, Carleton University
Description: This presentation will demonstrate how Carleton University has moved its Learning and Development course registration system into Banner. The previous system was a non-user friendly Access database that allowed duplicate user information resulting in inconsistent data. This led to difficulty in reporting and tracking employee course history. The presentation will cover what forms were created in Banner to record programs, courses and sessions. It will also cover self service options created such as employee registration, the ability to view upcoming sessions, mandatory training course withdrawal, and a history of courses completed. The topic of reporting will also be discussed and how we have met the needs of our Learning and Development staff within Human Resources.A brief history of our old system will be described to show the benefit of change.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required5360: Using Self-Service EPAFs (5360)
Back to top
Lead Instructor: Susan Dang, Drexel University
Description: This presentation will provide an overview of setting up Electronic Personnel Action Forms (EPAFs) in Banner HR and Employee Self-Service. Key points of interest in this session include Banner and WebTailor navigation to build the EPAF menu and user roles as well as helpful tips and best practices learned at Drexel University. We will also review some tips we’ve learned since implementation, including new functionality offered in Banner 8. This session is intended for functional users interested in setting up Self-Service EPAFs for their organization.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4284: Web Time Entry and Automatic FLSA Overtime Calculation (4284)
Back to top
Lead Instructor: Steven Sullivan, SunGard Higher Education
Description: Payment of hourly non-exempt employees can be time consuming, especially with paper timesheets and manual verification of overtime hours. However, there is no reason it has to be that way. This session will focus on using baseline Banner HR and Employee Self Service to design a time entry system that is efficient, provides increased visibility and tracking for employees, their supervisors, and the payroll office, and eliminates the dreaded paper timesheet. Participants will learn how to use recent enhancements to Banner's Web Time Entry system to make online time entry easier than ever. The ability for hourly employees to clock in and out, using the new time clock functionality, will also be discussed. Participants will also learn how to integrate Web Time Entry with Banner HR's automatic FLSA cash overtime calculation process, eliminating the need for the payroll office to manually calculate overtime payments. Finally, examples of training materials and job aids used to help train employees and their supervisors on the time entry system will be presented.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4312: Web Tuition Benefit Enrollment (4312)
Back to top
Lead Instructor: Amanda Riecks-Kurshinsky, University System of New Hampshire
Description: The University System of New Hampshire (USNH) has been working on a modification with SunGard Higher Education to develop functionality to track Tuition Benefit Plan usage for employees and/or their dependents. This new functionality will replace many manual processes being completed by staff in the HR, Business, Registrar, and Benefits Offices. Employees will be able to complete a Faculty/Staff Tuition Benefit request via self-service. This request will then follow one of three paths: automatic approval, forwarded for Supervisor approval, or HR Office exception. Approved requests are shared with the Business Office via a feed. Corresponding tuition dollar information is then returned from the Business Office to the HR Office and the request is updated accordingly. We will demonstrate this modification at Summit and get your thoughts on if it is a future Community Source win-win!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3782: World Wide Web Time Entry (3782)
Back to top
Lead Instructor: Keilani Drake, Jackson State University
Description: Eliminate the mountains of paper for time sheet data entry! Come see how Jackson State University implemented Web Time Entry. We will tell you how to set it up and we will share with you our best practices implementation techniques and training guide. In no time your employees will be entering in their time sheets via self-service and taking the load off payroll!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5161: You Can Get There From Here! (5161)
Back to top
Lead Instructor: Andy Brantley, College and University Professional Association for Human Resources (CUPA-HR)
Description: There is no question that higher education institutions need to focus on cultivating employee excellence during challenging economic times. Our institutions cannot be competitive and provide the education and resources our students need unless we emphasize to our employees how much we value their contributions. At the same time, the traditional employee/employer "contract" for higher education must change so that our institutions become nimble enough to meet current and future challenges. Andy and session participants will discuss the best ways of addressing and balancing these two critical issues. Andy will also share the results of CUPA-HR's (College and University Professional Association for Human Resources) recent economic issues survey including national data regarding employee morale and key strategies that higher ed institutions are using to cope with the economic turmoil. Key discussion topics will include: • the changing higher education employment contract, • management of the higher education workforce during ongoing uncertainty • the balance between embracing the past and preparing for the future • results of CUPA-HR's recent economic issues survey
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersPowerCAMPUS Finance & HR
3040: Timesheet Application and Integrating with PowerCAMPUS (3040)
Back to top
Lead Instructor: Geoffrey Ritchey, Lubbock Christian University
Description: A web based timesheet application developed around PowerCAMPUS and GreatPlains that allows student and staff hourly workers to punch in and out and allows supervisors to approve those hours.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience RequiredPortal, Communication, Process & Information Management
Banner Document Management Suite
4888: Accessing Xtender Using Self-Service Banner (4888)
Back to top
Lead Instructor: Corren McCoy, Regent University
Description: The Banner Document Management Suite (BDMS) provides Self-Service Banner (SSB) integration that allows you to configure SSB to use BDMS packages that provide links to ApplicationXtender to query and view documents using a web interface. This session demonstrates how Regent University implemented the basic feature using custom WebTailor packages then further enhanced the functionality to include cross application queries which allow the user to search for documents across multiple Xtender applications. Our implementation also includes enhanced table-driven security which ensures users are assigned the required security roles necessary to access scanned documents.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3150: Banner Document Management Suite - Are the Possibilities Endless (3150)
Back to top
Lead Instructor: Dorie Minich, Messiah College
Description: A review of the options available to get various documents imported and indexed. Some of the topics discussed will be the use of drag and drop, reports manager, VB scripts and import wizards. Most of the emphasis will be placed on the options available with reports manager and XDS scripting.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4613: Banner Document Management Suite - Beyond the Basics (4613)
Back to top
Lead Instructor: Louis Chen, SunGard Higher Education
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3378: Banner Document Management Suite - Xtender Gumbo (3378)
Back to top
Lead Instructor: Richard Gegg, University of Illinois - Administrative Information Technology Services
Description: After eight (8) years of experience and multiple upgrades with Xtender we have developed tools, tips, tricks and various degrees of customizations, many will be highlighted here. We successfully manage 5300+ users, 70 secure-groups, 16 applications, 16.3 million objects representing 819GB of space with 1 fulltime administrator and 1 application support expert. This class will focus on the philosophy, technology, basic SQL and the best practices we implemented to keep Xtender running virtually error free.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5177: Banner Document Management Suite (BOF) (5177)
Back to top
Lead Instructor: Mike LaFortune, SunGard Higher Education
Description: Come join your peers to discuss tips, tricks, and traps to avoid when deploying Banner Document Management Suite (BDMS). This Birds-of-a-Feather session will focus on all areas of document management and imaging, with an emphasis on how best to best satisfy user needs and successfully deploy BDMS. SunGard Higher Education staff will be on hand to facilitate discussion, answer questions, and take feedback on SunGard products, services, support, and ideas for improvement.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4594: Banner Document Management Suite (HOT) (4594)
Back to top
Lead Instructor: Louis Chen, SunGard Higher Education
Description: This session will provide a hands-on overview of the Banner Document Management Suite. It is intended for new or potential customers interested in learning some of the key features, functions, and benefits of the Banner Document Management Suite. The session will focus on Banner Document Management Suite 8.3 (or higher) and ApplicationXtender 6.5 (or higher). 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4649: Banner Document Management Suite in St. John's University Advancement Services (4649)
Back to top
Lead Instructor: Adrian Wijasa, College of St. Benedict/St. John's University
Description: Banner Document Management Suite (BDMS) for Advancement Services at St. John's University MN (SJU) went live on 8/24/2009. The implementation of BDMS has helped us in achieving sustainability goals, maximizing the utilization of office space, and securing documents. There were three steps that SJU Advancement Services went through to implement BDMS: Firstly, Advancement Services needed to determine which documents would be destroyed/retained after being scanned. A committee of 8 individuals was developed and the areas represented were: Annual Fund, Planned Giving, Stewardship, Development, Prospect Research, and Advancement Services. To develop logical indexes, the committee reviewed random files of constituents to determine the types of documents which were in the files. Once this was established – the index system was presented to the cabinet level of Institutional Advancement. Secondly, to implement the index system proposed in the requirements into BDMS, a new custom BDMS Application was created. To ensure the quality of this custom Application, SJU Advancement Services consulted with SunGard before rolling out this Application for testing and production. Finally, procedures were created to guide staff members responsible for scanning and retrieving documents to/from BDMS. This presentation is going to elaborate on the three steps above.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5176: Banner Document Management Suite Kick-Off (5176)
Back to top
Lead Instructor: Mike LaFortune, SunGard Higher Education
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3395: Banner Document Management Suite Technical Fundamentals for Novices (3395)
Back to top
Lead Instructor: Mary Ellen Cravotta, SunGard Higher Education
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience4221: Banner Document Management Suite: Imagine the Possibilities (4221)
Back to top
Lead Instructor: Gohar Tovbis, University of Denver
Description: Take BDMS beyond just storing images of documents. At this presentation, we will show you how University of Denver uses BDMS in creative ways to meet business needs. In particular we will be covering the following topics: ease of creating new applications, risk mitigation, batch user imports, documents – batch imports, purging and migration between applications, and much more. Our goal is to act as a catalyst in enabling you to come up with innovative ways to extend the capabilities of BDMS. Hopefully this will increase the business contexts in which BDMS could be used as a viable solution for your institutional needs. Audience: IT and Business Analysts.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4530: BDMS Planning - The First Six Months (4530)
Back to top
Lead Instructor: Mark Doering, St. Louis Community College
Description: The presentation discusses team composition, planning, reorganization and process re-engineering that was done during the implementation of BDMS v6.5. Included in the discussion will be hardware requirements including servers, scanners and desktop machines. Also discussed will be the impact on current processes including centralization of some functions. Although primary impact was to Admissions and Registration and Financial Aid, implementation involved Hr, Payroll, Finance and Purchasing.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4012: File Documents and Enter Data Automatically (4012)
Back to top
Lead Instructor: Lori Mauthe, System Integration and Information
Description: This session will explore three tools for automating the processing of paper and born-digital documents within Banner Document Management Suite (BDMS) and Advance Document Management (ADM). InputAccel, AX Reports Management, and QuickScan Pro will each be discussed, highlighting the specific problems each tool solves. By attending this session, you will learn how they can make life simpler for your staff and increase the value and efficiency of your campus services.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3723: Imaging on a Shoestring (3723)
Back to top
Lead Instructor: Diane Keleher, Old Dominion University
Description: This presentation details the processes associated with implementing and supporting BDMS 6.5 (Banner Document Management Suite) with limited resources. We will share how we started, identify our project requirements, templated the project plan, established support and continue to rollout the applications. All of this has been accomplished with minimal staff. By the end of the session we want everyone to be ready to go back to their school and kick-off an imaging initiative.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3162: Imaging, Document Management & Banner - A Winning Combination (3162)
Back to top
Lead Instructor: Mike Humphreys, SunGard Higher Edcuation
Description: Banner Document Management Suite (BDMS), formerly known as Banner Xtender Solutions (BXS) is the Document Management Solution that marries the strength of the Banner ERP solution with the world class imaging and document management solution from EMC/Documentum. This system provides a powerful yet easy to use solution for keeping track of all the documents you need to run your institution and tying them to the related records in Banner. Easy to use in that a single icon click on the Banner page will retrieve all the associated documents for the data displayed on the page within the functional context for that page. This presentation will contain live demonstrations along with other valuable information to give attendees a full understanding of the value that BDMS will bring to their institutions. Various data capture and retrieval mechanisms will be demonstrated along with integration points, not only with Banner, but also with the Luminis portal and Banner Workflow.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience3824: Pragmatic Xtender Administration (3824)
Back to top
Lead Instructor: Kevin Vaughn, Texas Tech University System
Description: Ever wonder what the consultants DON'T tell you? Texas Tech will provide practical baseline suggestions that almost any institution can use to find the path towards a better implementation. We will explore how to keep administration simple and effective, what to do with new users, and how to deal with special topics such as sensitive data. All Xtender stakeholders are welcome to attend. Those in charge of new implementations will benefit the most.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3445: The Urge to Purge (3445)
Back to top
Lead Instructor: Winnie Tsang-Kosma, Georgia State University
Description: What goes in must come out at some point! When the system database gets too large, it can slow resources and use up necessary disk space. Not to mention the time it takes to back-up the database. Georgia State has implemented Banner Student for 8 years and the Banner Document Management Suite for 5 years. We were running out of disk space and the full database backup was getting difficult. Thus, we have the urge to purge. This presentation describes the implementation journey as well as the processes Georgia State University put in place to purge applicants' data as well as all the imaged documents in our Banner Student 8.4 and BDMS 5.4 production database. We will discuss lessons learned and all the issues associated with purging production data from requirements for data retention and compliance to operational risks.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3757: Xtender Policy & Best Practices (BOF) (3757)
Back to top
Lead Instructor: Richard Gegg, University of Illinois - Administrative Information Technology Services
Description: Presentation and discussion of policies, procedures and best practices surrounding image capture and retention as they relate to electronic objects attached to an ERP. This is a layman's view of possible ways to mitigate risk and collaborate on the challenges
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredBanner ePrint
3455: Banner ePrint - Product Update (3455)
Back to top
Lead Instructor: Frank Mangione, SunGard Higher Education
Description: Come find out what is new in Banner ePrint. What is new, where we are going, who has just implemented it. Find out how you can benefit from these new features.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner General
3908: Database Extension Utility (BOF) (3908)
Back to top
Lead Instructor: Tadi Kumar, University of Illinois
Description: Database Extension Utility is a part of a larger project, Banner Evolution which has two goals: provide Banner with a new look and feel and provide better out of the box support for Multi-Entity Processing. Database Extension Utility is the linchpin of Evolution in that it provides the database changes to support both goals. In using this approach, clients will only need to do one database update and clients will also be able to update their databases prior to installing the subsequent releases. This should help clients avoid one large installation which can be very disruptive. This session will highlight client Development Partners who worked with SunGard Higher Education on this enhancement. Come hear their experiences as a development Partner, ask questions about the utility, and hear from other campuses who have installed the utility. Learn tips and tricks to make the upgrade process go smoothly on your campus.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5565: Demystifying Common Matching (5565)
Back to top
Lead Instructor: Matthew Burkhart, SunGard Higher Education
Description: Common Matching is a topic that often solicits a host of comments from institutions who are setting up their Digital Campus environment. What is the "right" way to set this up? Common Matching is more of an art than a science. And, depending on how your institution operates, different requirements may need to be considered. This session will cover a number of these points. What is the best way to establish Common Matching rules that works for our institution? We will provide guidance, examples and a variety of considerations that will help you to demystify the process.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4678: Fine Grained Access Control Setup (4678)
Back to top
Lead Instructor: Xiaobin Li, SunGard Higher Education
Description: This session provides the knowledge and practice to set up and maintain Value Based Security using Fine Grained Access Control at your institution. This session also covers data masking and tab level security. Some of the common candidates for FGAC implementation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4117: Sweeper - An Automated Data Validation (4117)
Back to top
Lead Instructor: Daniel Schoch, The Principia
Description: Sweeper is an automated data validation system that our institution developed to help solve the challenge of monitoring data quality. Data corruption may be the result of inconsistent data entry, data entry allowed by Banner but violating local business rules, or unresolved bugs. Sweeper runs locally-developed SQL data validation scripts (coded with our institution's business rules), logs errors for later reporting, reports exceptions via email, and reschedules the next test. Additional tests can be added easily to the suite of tests in Sweeper, and each test can have its own scheduled frequency. A custom Self Service Banner application makes test script management easy, and also provides analytical graphs to monitor test results. Customizing our system to your institution's needs is as easy as writing SQL scripts and inserting them with their job parameters into a table. Come see how Sweeper can help you monitor your data quality!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Workflow
5013: Banner Workflow (BOF) (5013)
Back to top
Lead Instructor: Lindy Lewis, SunGard Higher Education
Description: 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.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4952: Banner Workflow / Business Process Management Kick-Off (4952)
Back to top
Lead Instructor: Joshua Aversa, SunGard Higher Education
Description: Join SunGard Higher Education as we kick off Summit 2011 with an overview of what's new for Banner Workflow and Infinity Process Platform in the last year and what is to come. We will also be highlighting the various related sessions that you will find throughout the conference.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4313: Federal Work Study Adjustment Workflow - How we Went From an Idea to Production (4313)
Back to top
Lead Instructor: Susan Nolin, Samford University
Description: Did you purchase Workflow with Banner? Is it still sitting on your shelf unopened? Over the last year, Samford University has finally implemented Banner Workflow, and we now have our first process in production. We will go through the steps taken by our team that carried us from the idea of how this product could possibly resolve a problem, all the way to having the process up and running. We will tell you what we did right, but also explain what we did wrong, and show you some of our redesigns caused by our misconceptions about Banner Workflow. We were able to do more in the Federal Work Study workflow process than originally thought after becoming more familiar with of some tools in the Banner Workflow Modeler. After we discovered how powerful Banner Workflow actually was; our what if's became can do's.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4463: Flo-ridin' thru Workflow Grade Changes (4463)
Back to top
Lead Instructor: Andrew Lashin, Drexel University
Description: While it is important for instructors to submit final grades in an accurate and timely fashion, it is sometimes unavoidable that grades need to be changed. To improve the existing grade change process that was time consuming and labor intensive, Drexel University has recently implemented a new grade change workflow. The workflow streamlines the grade change procedures for Faculty and Registrar staff, and incorporates some unique reporting capabilities used to track the status of change requests. This presentation will detail the benefits realized by the Registrar's Office, as well as describe the strategies used by the IT staff during workflow design and implementation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4413: Get Your Hands on Banner Workflow (HOT) (R) (4413)
Back to top
Lead Instructor: Lindy Lewis, SunGard Higher Education
Description: In this hands-on session attendees will get to interact and work with the Banner Workflow solution. Whether you are a seasoned workflow user or just curious about the product - join us to learn and play with Banner Workflow. An experienced instructor will take you through exercises designed to introduce you to the functionality of the workflow product. You will learn how to build and run a workflow process and much more! 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience6210: Get Your Hands on Banner Workflow (HOT) (R) (6210)
Back to top
Lead Instructor: Lindy Lewis, SunGard Higher Education
Description: In this hands-on session attendees will get to interact and work with the Banner Workflow solution. Whether you are a seasoned workflow user or just curious about the product - join us to learn and play with Banner Workflow. An experienced instructor will take you through exercises designed to introduce you to the functionality of the workflow product. You will learn how to build and run a workflow process and much more! 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4196: Intro to Banner Workflow (4196)
Back to top
Lead Instructor: Lindy Lewis, SunGard Higher Education
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4020: Streamlining Student Service with Imaging and Workflow (4020)
Back to top
Lead Instructor: Maura Woods, St. John's University
Description: By adding workflow and document imaging to its Banner Digital Campus, St. John's University has sharpened its competitive edge, made its business processes more efficient and improved service to its students without adding staff or increasing budget. Learn how we integrated workflow and imaging within a business process improvement project and continued to leverage from Admissions to Academic Folder, Alumni and Business Affairs. The goal always was to improve service to our applicants, students and business partners. Students have more options through Banner Self-Service functions and Dean's offices use electronic folders and process workflow requests.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required3742: Using HTML, JavaScript and AJAX within Banner Workflow (3742)
Back to top
Lead Instructor: Mike Gostomski, Portland State University
Description: Portland State University has developed a Banner Workflow (8.0.1) model using advanced HTML, JavaScript, and AJAX from within the custom activities to improve user-friendliness and make our Workflow even more efficient. We would like to share our knowledge on these topics by showing our audience how to implement features such as dynamically generated dropdown menus populated with real-time data, checkboxes, JavaScript form validation, and using AJAX for real-time data validation and searches within the custom activities. In addition to talking about the concepts, we will present a live demonstration of our workflow using these features, provide code samples to illustrate how they were implemented, and discuss problems we encountered during development. This presentation is targeted toward experienced functional users and technical staff involved in Workflow modeling.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4864: Using Workflow and EPAF for Work-Study Hiring Across Modules (4864)
Back to top
Lead Instructor: Joslyn Robich, University of Denver
Description: By using various SunGard Higher Education tools one can convert Financial Aid and HR paper processes to automated paperless processes. Our automated hiring process begins with an in-house developed self-service page to initiate the request, validate the data, and prevent the process from continuing if pre-requisites such as Work-Study not awarded or background check processing have not been completed. Submitting the hiring request initiates a Workflow that streamlines the approval process and ensures matching data. After the final approval the data is automatically placed in the appropriate 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 RJASEAR and NBAJOBS. • The time from request to completion has gone from days to minutes resulting in increased efficiency. • It's GREEN (paperless). Audience: HR, Financial Aid, and IT.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4944: Using Workflow to Automate Work Study Hiring (4944)
Back to top
Lead Instructor: Dan Bramer, Plymouth State University
Description: Plymouth State University (PSU) has leveraged Banner Workflow to completely rework how Work-Study students are hired. What was once a cumbersome, tricky, and time-consuming set of tasks often performed by different offices in different buildings has now been almost fully automated, deliverable over the web, and extraordinarily simple. We plan to share our process and logic and step through the workflow to illustrate each part of the process.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2921: Using Workflow to Manage Grant Closings (2921)
Back to top
Lead Instructor: Alice Samuel, University System of New Hampshire
Description: Managing the number of touch points required to close an award in a timely manner can be a significant undertaking. Determining all references to the grant's funds have been altered to ongoing activities in open commitments, positions and existing jobs as well as assuring final billing, required reporting or other compliance material can be daunting. USNH developed this process to assist the PI, the responsible business persons, central research management, property control, final billing processes, system contacts in other systems such as positions in HR, aide or personnel sponsorship in student detail codes, advance funding sources in advancement designation codes as well as any other related activity that needs to be verified prior to closing an award with the sponsor and within Banner to manage this process well. Email notifications, screens demonstrating open items, escalation of issues, ability to define items as not applicable to a particular award are all part of the management and communications provided by this tool.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4532: Wading through Workflow - and Reaching Greener Pastures (4532)
Back to top
Lead Instructor: Toby Boyle, Western Michigan University
Description: Case study: How Western Michigan University automated several processes in the Registrar's office: change in academic standing; status of graduation application; change in residency status; and notifying students of cancelled class. Audience: functional & technical workflow users Version: Workflow 4.2 Years experience: 3+ years Improved efficiencies and reduced process time More effective communication and interaction, helping with client satisfaction One process cuts across four departments – electronic form dispensed with all the old issues of paper loss, to tracking and confusion Process monitor improvement: owner can track process at any point without resorting to phone calls or e-mails. Lessons learned along the way and helpful suggestions Html tags in approval e-mails – helped client buy-in Validation via RPRAWRD Automatic update to SPACMT Decrease in number of refund checks increased response times to adjusting aid levels will also show the building of specific workflow steps – Custom Activity, Email Activity; Decision; etc. and easy shortcuts within the building process itself.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience2895: What We Learned Getting Workflow to Production (2895)
Back to top
Lead Instructor: Joan Connolly, SUNY New Paltz
Description: This session will introduce you to some of the workflows and tips learned as we put Banner Workflow into production. It will help to have some familiarity with Banner Workflow, but this session will also be useful if you are just getting started. 1. Show Original Features of our Major Plan Amendment and improvements using a webform and GTVSDAX. 2. Show HTML in custom form activity to create a data display table. 3. Show how to use the user's logon to make an activity confidential. 4. Show how to place the reference number of a Workflow in an e-mail to identify what Workflow produced the e-mail. 5. Show how we implemented Banner Document Management Suite and Banner Workflow together (using SunGard FAQ#1-4ZY08F) to open a document and upload a document by cut and paste, and index.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4809: Who Moved My Workflow? (4809)
Back to top
Lead Instructor: Nicola Romanazzi, Drexel University
Description: Determining the state of each workflow can be challenging, when a complex workflow, a workflow with many components, is instantiated many times. We created an audit system that allows us to determine when a workflow is started, its status, and how far from its completion it is. The audit data can be reviewed using any reporting tool that can query Banner tables. This audit system is fully integrated in workflow and completely controlled by the modeler. We found many benefits in auditing workflows: we are able to determine process bottle necks, performance, and inefficiencies.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4016: Workflow - User Account Provisioning through BEIS (4016)
Back to top
Lead Instructor: Gideon Sanstra, SunGard Higher Education
Description: This session is an introduction in using Banner Enterprise Identity Services (BEIS) to provision user accounts into Banner Workflow.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience4737: Workflow Advanced Topics (4737)
Back to top
Lead Instructor: Michael Brzycki, SunGard Higher Education
Description: This session covers various usage and deployment scenarios to put some more mojo into your Banner Workflow. Topics include creative ways for administering and automating your business processes, document handling with custom activities, web services, integrating workflow with SSB, and other tips to make your business processes groovy!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required3462: Workflow and Banner Document Management Suite - All The Things You Never Knew (3462)
Back to top
Lead Instructor: David deManbey, University of Hartford
Description: This presentation explores all the possibilities with both BDMS and Workflow that most people never knew were possible. View the integration of Self-Service, Workflow, and BDMS as implemented at the University of Hartford. Learn about the internal tables of both Workflow and BDMS and how you can leverage them. See reports and utilities that can be created to audit your Workflows and Document Imaging batches. Discover auto-indexing in BDMS and Digital Imaging - making the use of scanners and indexing obsolete. Digital Imaging is the creation of images from the database, eliminated the need to scan or index. Learn about concepts such as "Dynamic Digital Imaging" and how the University of Hartford has implemented this technique. See how standards within the Workflow system make all workflows appear to be part of one homogeneous system. All in all, everything you wish someone had told you before you ever got started.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5344: Workflows: Improve Office Efficiency and Customer Service (5344)
Back to top
Lead Instructor: Telaina Wrigley, Austin Peay State University
Description: This session is designed to show the relationship between the functional user and IT in order to be successful in the development of Workflows. Learn how to develop successful workflows and the key players responsible for ensuring successful implementation. Also see the results of successfully developed Workflows ranging from Official Grade Changes, Change of Majors to Course Substitutions. The Workflows developed by APSU has increased staff productivity and improved customer service not only to our students but also to our faculty and advisors.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredInfinity Process Platform
4017: Infinity Process Platform - Example Field Usage (4017)
Back to top
Lead Instructor: Gideon Sanstra, SunGard Higher Education
Description: Come to this session to learn how Infinity Process Platform can be leveraged for integration projects around campus. Various example scenarios will be discussed, such as transcript exchange and others, plus how you can leverage Infinity Process Platform for basic process modeling needs.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 3 - Senior and Experienced Practitioners5299: Infinity Process Platform (IPP) in the Cloud (5299)
Back to top
Lead Instructor: Jason Zhong, SunGard Higher Education
Description: Business Process Management technology(IPP) and SaaS based solutions are two crucial ingredients in Open Digital Campus. SunGard Higher Education has in the past year put these elements into practice in several development projects and we have gained a tremendous amount of knowledge. Sharing this knowledge with SunGard Higher Education customers will help them to understand how they can benefit from these new technology platforms and be better prepared when evaluating technical solutions for future projects. We will present use cases of leveraging IPP in SaaS applications to facilitate human workflow and technical integration. We will discuss a process driven design pattern that can be used in both on-premise and off-premise applications. We will review several completed or on-going SaaS solutions developed for SunGard Higher Education clients where IPP plays a critical role. We will analyze the benefit of hosting IPP from customers' perspective in terms of improved business agility, reduced development cost, reduced maintenance cost and improved SLA. We will examine the critical lessons we learned from these projects and address common architecture challenges in the areas of multi-tenancy support and business logic and user experience customization.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5034: Infinity Process Platform Use in International (5034)
Back to top
Lead Instructor: Richard Forrest, SunGard Higher Education
Description: Come learn about how Infinity Process Platform is being used in international to assist with region and country specific needs and configurations. Specific examples of processes used in regions such as Ireland and Mexico will be covered. Items covered, though focused on some international uses, will apply to the use of IPP in any region globally.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3714: Introduction to Infinity and Infinity Process Platform (3714)
Back to top
Lead Instructor: Jaime Chambron, SunGard Higher Education
Description: Infinity is a technology platform, a methodology, and a set of processes that help customers create an optimal set of solution services to support their business processes and institutional objectives. The platform consists of 3 components: * Infinity Platform: A business process engine supporting higher education practices * Infinity Application Framework: A common services architecture for designing the solutions * Infinity Infrastructure: A secure hosting environment for moving applications into the cloud. This technology has been designed to augment other components within SunGard Higher Education's or a customer's technology and current software environment in order to make that environment more flexible and agile. As a current customer you have access to the Business Process Management component of this enabling technology platform at no out of pocket cost for you to use at your institution, the Infinity Process Platform.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4005: Modeling Processes in Infinity Process Platform (HOT) (4005)
Back to top
Lead Instructor: Chris Fontenot, SunGard Higher Education
Description: Learn how your business analysts can model your business processes in Infinity Process Platform (IPP). Advantages over traditional tools such as Visio are discussed. Features and functionality are presented, explaining how models are readable and intuitive, and comprehensive as well as easy to maintain with agile updates as institutional processes evolve. Attendees will have the Hands On experience to build a short model, and navigate existing models to explore the value of IPP for their school. 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5493: Modeling Processes in Infinity Process Platform (HOT) (5493)
Back to top
Lead Instructor: Makarand Kulkarni, SunGard Higher Education
Description: Learn how your business analysts can model your business processes in Infinity Process Platform (IPP). Advantages over traditional tools such as Visio are discussed. Features and functionality are presented explaining how models are readable and intuitive and comprehensive as well as easy to maintain with agile updates as institutional processes evolve. Attendees will have the hands-on experience to build a short model and navigate existing models to explore the value of IPP for their school. 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4656: Using Workflow and Infinity Process Platform (IPP) Together (4656)
Back to top
Lead Instructor: Gideon Sanstra, SunGard Higher Education
Description: Learn how Infinity Process Platform (IPP) and Workflow can work in synergy in your Open Digital Campus environment. Understand what value IPP adds by having it interact with Workflow. Using both products will enhance your business processes utilizing Banner Workflow.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited ExperienceLuminis Platform
5082: Applying Portal Metrics - A Case Study at University of Oklahoma (5082)
Back to top
Lead Instructor: Eric James, University of Oklahoma
Description: The University of Oklahoma (OU) has implemented usage tracking software inside of Luminis IV that measures each student's digital participation in the portal. The participation that is currently measured includes logins, link clicks, and tab loads. The data is used to provide descriptive information about how the portal is being used in the aggregate as well as breaking down how different demographic groups use the portal when analyzed along with demographic data points from Banner. OU is using this information as feedback on the effectiveness of current portal components as well as new development efforts. This session will be used to discuss OU's purpose in implementing the tracking software, discussion of analytical tools and methodology, current findings, and future directions of analysis and application. The audience that would most likely find this session informative would be conference participants that have an interest in the efficiency and effectiveness of an institution's portal communication efforts. This could include information providers such as participants from the Admissions, Financial Aid, and Bursar's Office as well as IT managers.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4918: Building a Mobile Portal With Luminis (4918)
Back to top
Lead Instructor: Brian Ferris, Hofstra University
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required3199: Enhancing Awareness and Creating Value in the Student Portal (3199)
Back to top
Lead Instructor: George Bradshaw, Mt. San Antonio College
Description: This presentation is designed to be an interactive exploration of the rationale and various approaches undertaken by a campus in an attempt to move toward the adoption of a student portal. The presentation is targeted at attendees interested in developing strategies that can lead to using Luminis as the institution's primary student communication tool. The presenter(s) will focus on effective tactics that can help interested campus constituents recognize the advantages, efficiencies and ease associated with implementing Luminis. Special attention will be devoted to discussing the functional activities and implementation timelines utilized with the express purpose of generating campus support for the strategic utilization of the Luminis student portal.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4473: Get Your Students "WIReD" (4473)
Back to top
Lead Instructor: Christine Stephens, Wayne State University
Description: Do your students complain about the registration process and cite Amazon.com as an ideal approach (WSU) has responded to student complaints and instituted a "Shopping Cart" approach to registering for classes. Join WSU in a discussion of the business process analysis and the development of an online application that allows students to add classes to a wish list and then import directly into the Luminus platform. Gain knowledge of the testing process involved and the response from students that have used the system. Explore one approach to "Getting Your Students WIReD".
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4506: Hello, Luminis! Meet Prospective Students (4506)
Back to top
Lead Instructor: Judy Fluke, Drexel University
Description: Wouldn't it be nice to have some type of repository a prospective student could go to view their admissions application, their financial aid package, or if the university has made a decision on their admission? Well, that repository has arrived, here at Drexel University, we have created the Discover Drexel Portal for prospective students. This portal uses SunGard Higher Education's Luminis platform and is strictly for prospective students who have applied to the university. These students now have 24/7 access to check their admissions application and its requirements, view their admission decision or estimated financial aid, pay their admissions deposit, and obtain quick access to upcoming deadlines, important resources, open house and accepted student's day registration, and campus news. There is no longer a need for Drexel to print and send admissions letters or have these students anxiously await their decision; it is all just a login button away.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3640: LIVE! Luminis Portal and SSB (3640)
Back to top
Lead Instructor: Walter Cole, Xavier University
Description: Come see a live demo of my school's campus portal (using Luminis 4.2.2) with SSB channels (using Banner 8) for 7000 students, 600 faculty, and 500 staff, after 6.5 years of use and development. See how ours looks and compare to yours (non-technical). This is a show and tell session, not a how-to session.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3155: Luminis 5 From the Ground Up (3155)
Back to top
Lead Instructor: Chris Bacigalupo, The College of St. Scholastica
Description: The College of St. Scholastica is a long-time Banner user that had never implemented the Luminis Portal – until now. Come and hear about our experiences in the roll-out of Luminis version 5. We will share lessons learned, challenges and successes. We will share our vision in utilizing the portal as a way to extend the College's mission, vision, values and heritage to our extended campus and online students. We will discuss the challenge of ensuring content that is dynamic and applicable to all students: residential, adult, online, graduate and undergraduate. We will also demonstrate some of the new features of Luminis version 5 and how St. Scholastica is leveraging these new technologies.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience5472: Luminis Best Practices (BOF) (5472)
Back to top
Lead Instructor: Kurt Stauffer, SunGard Higher Education
Description: In this session we will discuss best practices for Luminis Platform 4. Attendees will have the opportunity to share their experiences with Luminis 4 and what they find best fits their needs. The session will begin with an engineer, currently working on Luminis 4, giving examples of what Sungard Higher Education has found as good practices. Then the session will then be open to the attendees to discuss among themselves their experiences and report back to the group.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5004: Luminis Idol (5004)
Back to top
Lead Instructor: Alistair Calder, BC Institute of Technology
Description: Come see the possibilities of what can be achieved with Luminis at this fun, energetic session. See many examples from contestants vying for the ultimate title of Luminis Idol! This session targets managers, developers and administrators alike, as all areas of Luminis are covered as contestants show off their best. Each contestant school demonstrates how they have leveraged Luminis to maximum benefit for users and share their secrets of how they got there. Audience participation is encouraged and questions are answered on the spot, with deeper discussion continuing as the session concludes.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3864: Luminis Implementation: Hindsight is 20/20 even Without Glasses (3864)
Back to top
Lead Instructor: Linda Ward, South Florida Community College
Description: After over four years of wishing, hoping, and planning South Florida Community College (SFCC) purchased Luminis IV in August 2009. The project included integration of Banner with the college's LMS Desire2Learn. We had excellent SunGard Higher Education and Desire2Learn consultants and the full support of all SFCC constituents. The project was completed in 8 months and Panther Central went live on May 24, 2010. The project could not have been completed without the collaborative efforts of SunGard Higher Education, Desire2Learn, and SFCC faculty, staff and students. As much as we would like to say the implementation and go-live were perfect, we found that it was the small, simple, should have known or should have researched issues that caused the bump in the otherwise smooth implementation and go-live. This session will present Lessons Learned from both a functional and technical perspective.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4102: Luminis Platform 5 Architecture (4102)
Back to top
Lead Instructor: Robert Mackay, The Step2 Company, LLC
Description: Discuss the components, architecture and implementation of Luminis Platform 5. This session will describe in detail how the elements in the Luminis Platforms latest release work to address technical issues and resolve problems related to managing and developing for the platform. Items covered will include Spring, Tomcat, CXF, ehCache, Hibernate, AJAX, Flex and more.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6202: Luminis Platform Kick-Off (6202)
Back to top
Lead Instructor: Josh Horner, SunGard Higher Education
Description: The Luminis Platform is SunGard Higher Education's market leading portal and web services delivery solution. This is a must-see presentation for those who currently run Luminis Platform as well as those looking to improve web services delivery and overall competitiveness through advanced portal technology. This session will provide product strategy and direction information and note future areas of interest. With almost 800 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3419: Luminis Platform Themes (3419)
Back to top
Lead Instructor: Lori Bannon, SunGard Higher Education
Description: The Luminis Platform 5.0 comes with a flexible and customizable templating engine. This engine is used for a range of basic color and logo changes to advanced themeing. One can customize different themes for a global institution, different users, communities, departments and so on. The theme uses CSS, images, JavaScript, JQuery, and Velocity templates to control the whole look and feel of the pages generated by the portal. This presentation will break down the different aspects of the themeing process from simple color and logo changes to more advanced theme creation and deployment.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4092: Managing Web Content in Luminis 5 (4092)
Back to top
Lead Instructor: Cordell Bourne, Sungard Higher Education
Description: With Luminis Platform 5, there are new ways to develop and present content to users. Learn how the use of various page types and portlets can help you deliver information to your institution. The page types discussed will include portlet, panel, web content, URL, and embedded. The portlets discussed will include Targeted Content, Web Content, RSS, and iFrame.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required6212: Portal Community Networking (BOF) (6212)
Back to top
Lead Instructor: Josh Horner, SunGard Higher Education
Description: Jump start your Summit networking experience by attending the Portal Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Portal Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3903: Proper Care and Feeding of Your Luminis Portal (3903)
Back to top
Lead Instructor: Lindsey Johnson, The University of Oklahoma
Description: Universities have a powerful tool at their disposal in Luminis. Luminis portal can be the most sought after delivery mechanism for students, faculty and staff if schools position it correctly at implementation and strategically nurture its growth past initial go-live. The University of Oklahoma will share how they positioned their oZONE portal project at the university as well as their plans to make Luminis personalized and granular as a one stop, completely integrated experience for interaction with the university. To harness the power of such a medium, Luminis needs to be the first place students log into and the last place they leave every day. It must be granular, reliable, easy to use, informative and timely. Most importantly it needs care and feeding from a group of committed, forward thinking team members at the university.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersLuminis Technical
5078: Brand Power, Implementing Multiple Brands in the Portal (5078)
Back to top
Lead Instructor: John Lawson, DeVry University
Description: The image of your brand is an important aspect of any institution. Extending your brand into the Luminis portal is essential to maintain a seamless image in your Digital Campus. DeVry Inc. has utilized the Luminis portal to extend unique branding for multiple institutions in a single portal. Challenged by branding before and after portal login? Learn how some common skinning techniques along with unique customizations can harness the power of your brand throughout your Digital campus.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4271: Developing Portlets with the Spring MVC Framework (4271)
Back to top
Lead Instructor: Michael Slaven, Teachers College, Columbia University
Description: With knowledge of Java and the JSR-168 and 268 portlet standards you can build interactive gadgets for your Luminis portal. Combine with this the Spring MVC Framework and you can build robust applications that live inside your portal. In this session we'll demo a real-world example that outlines the roles of the Model, View and Controller, and show how you can use Spring MVC to build portlets that can be used in Luminis 4, 5, or any other standards-compliant portal.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4777: Family Portal - Data Collection & Content Delivery at PSU (4777)
Back to top
Lead Instructor: Matthew Batchelder, Plymouth State University
Description: Student information hides behind the wall of FERPA. Despite the fact that the majority of students wish to share their information (bills, schedules, financial aid, etc) with family members, the process for doing so has been troublesome for the students, family members, as well as Plymouth State University staff. In October, Plymouth opened its doors to family members, giving them easy access to the information they had been longing for for quite some time. This session will discuss the process, pitfalls, and successes in PSU's approach to identifying and engaging family members within our Portal; providing students control over what their family members can and cannot see and how we use the family data once it has been gathered.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5492: Luminis 5 Portlet Development Overview (5492)
Back to top
Lead Instructor: Makarand Kulkarni, SunGard Higher Education
Description: Luminis IV and 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.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience4601: ODC Connections for LP5 (4601)
Back to top
Lead Instructor: Mike Bates, Technical Practices
Description: SunGard Higher Education Luminis Technical Services consultants will review the process of integrating Banner with the LP5 system.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience4493: Painless Migration to Gmail (4493)
Back to top
Lead Instructor: James Cresawn, Pima Community College
Description: In December 2009 Pima Community College (PCC) migrated 122,000 student mailboxes from iPlanet to Gmail in 28 hours using an IMAP client. PCC's transition time was much less than if we had used the methods provided by Google. Google provides two methods for importing e-mail into their Google Apps for Education domains. The first method requires CSV files containing user credentials for iPlanet and Gmail. Google's servers connect to the iPlanet IMAP server and transfer messages. The second method burdens schools to write a program which wraps each message in XML and uploads them to Google's servers. Both methods are so greatly rate limited we could not use them. We chose to use an IMAP client to connect our Luminis IMAP server to Google's IMAP servers. PCC customized the open source software 'imapsync' and developed a scheduler to submit migration jobs in parallel. This scheduler proved invaluable as it allows dynamic tuning of the number of jobs run in parallel to match the performance of our IMAP server. Performance was not limited by Google's IMAP servers. PCC's IMAP client solution enabled the migration of 122,000 student mailboxes in a little more than a day without one complaint.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersMobile Solutions
4360: Client Use of Mobile Connection (4360)
Back to top
Lead Instructor: Brian Publik, William Paterson University
Description: We will discuss how our clients are using Mobile Connection to deliver solutions to their students, faculty and alumni. We will show you the applications created by our clients and services team. We will show you how you can take advantage of the shared applications that have been created by our clients and services team. These applications will increase your speed to release of a solution for your students, faculty and alumni!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4989: Mobile Connection - Solution Overview (R) (4989)
Back to top
Lead Instructor: Joshua Aversa, SunGard Higher Education
Description: In the last few years, the exploded growth of smartphone use has made them a necessary tool for engaging your constituents. Smartphones have opened the world to enhanced capabilities and connectivity that have created both demand and productivity from useful applications that access resources provided by institutions. Nowhere is this more prevalent than the campus environment. We have a large mobile constituent base that grew up with mobile devices as their access device of choice to their world. They demand convenient access to campus information and system data from these devices. To help universities meet this need, SunGard Higher Education offers the Mobile Connection mobile application framework that lowers the complexity of providing multi-device application support as well as provides the necessary infrastructure to allow mobile users to authenticate and access data from our systems. Come learn about the solution, how clients will be able to use it to rapidly deliver services to students, staff, and alumni on mobile devices, and how you'll be able to leverage the collaborative nature of other higher education institutions that will lead to a similar explosion of growth of "apps" for higher education that happened in the respective "app stores".
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience6081: Mobile Connection - Solution Overview (R) (6081)
Back to top
Lead Instructor: Richard Moon, SunGard Higher Education
Description: In the last few years, the exploded growth of smartphone use has made them a necessary tool for engaging your constituents. Smartphones have opened the world to enhanced capabilities and connectivity that have created both demand and productivity from useful applications that access resources provided by institutions. Nowhere is this more prevalent than the campus environment. We have a large mobile constituent base that grew up with mobile devices as their access device of choice to their world. They demand convenient access to campus information and system data from these devices. To help universities meet this need, SunGard Higher Education offers the Mobile Connection mobile application framework that lowers the complexity of providing multi-device application support as well as provides the necessary infrastructure to allow mobile users to authenticate and access data from our systems. Come learn about the solution, how clients will be able to use it to rapidly deliver services to students, staff, and alumni on mobile devices, and how you'll be able to leverage the collaborative nature of other higher education institutions that will lead to a similar explosion of growth of "apps" for higher education that happened in the respective "app stores".
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4361: Mobile Connection (BOF) (4361)
Back to top
Lead Instructor: Bret Hansen, SunGard Higher Education
Description: Any one working with SunGard Higher Education Mobile Connection or that are interested in the development of mobile solutions on their campus can meet together to discuss how you have solved your mobile needs and what you plan to do next. This should be a lively discussion what works well and what areas are still challenging.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5461: Mobile Connection Customer Roundtable (5461)
Back to top
Lead Instructor: Jonathan Wheat, Messiah College
Description: Engage with customers who have used the new Mobile Connection framework for building mobile applications. Development partners for the project share their experiences.
Session Type: Panel
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4359: Mobile Connection Technical (4359)
Back to top
Lead Instructor: Bret Hansen, SunGard Higher Education
Description: Mobile Connection is SunGard Higher Education's solution and platform on which clients can readily deliver mobile solutions to students, staff and alumni. Mobile Connection facilitates client's sharing for an explosive growth of "apps" to choose from. Come learn more about SunGard Higher Education's new Mobile Connection framework for building mobile services out to your constituents on a variety of devices and what is involved in supporting the effort to implement it. This session will focus on the architecture, technologies, tips, and collaboration with Mobile Connection.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited ExperiencePortal and Collaboration Services
3729: Form Automation in SharePoint 2010 (3729)
Back to top
Lead Instructor: William Wolfe, SunGard Higher Education
Description: Learn about using InfoPath 2010 and SharePoint 2010 to automate form processing through the use of web-based forms and custom workflows.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3734: Leveraging SharePoint for Academic Research/Collaboration (3734)
Back to top
Lead Instructor: William Wolfe, SunGard Higher Education
Description: Learn how SunGard Higher Education and Notre Dame worked together to build a template for enabling academic research, digital collaboration, and operational efficiency through the use of SharePoint 2010.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience3939: Parent Portal - Vision to Reality! (3939)
Back to top
Lead Instructor: Sherrilyn Wolgemuth, Messiah College
Description: See how Messiah has created a Parent Portal (PP), using Luminis, which directly links Accepted Students and their parents in order to provide parents information in regards to the next steps their student needs to take. By creating this PP it allows us to push important information directly to parents so as to still keep them informed, but electronically, thus cutting down on mailings and being more "green" in our communication with parents. We hope this will prevent parents from using their student's portal account, and it will provide parents the ability to directly access our wireless network when they visit campus. In this session, we will present our process from development to production of our Messiah Parent Portal.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4351: SharePoint 2010 - Case Study - Intranet Re-Design (4351)
Back to top
Lead Instructor: Stormie Wells, SunGard Higher Education
Description: Join us for a case study that might hit home if you are new to SharePoint and wondering how you might be able to get the most out of it at your institution. Many institutions have purchased SharePoint 2010, and feel reasonably comfortable installing the software, but then get a little bit stuck in terms of what next steps to take. During this session we will present the highlights of our recent engagement with the Rutgers University Foundation. We were able to help this team avoid some installation pitfalls and configure the server farm properly. We utilized a phased approach in order to pilot the most useful and user-friendly functionality first, so that users see immediate benefit without becoming overwhelmed. We helped Rutgers avoid some of the most common kick-off mistakes, and gave them a big head start by providing short cuts and foundational guidance. Rutgers is now set up for long-term SharePoint success – come find out why!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4350: SharePoint 2010 For Collaboration (4350)
Back to top
Lead Instructor: Stormie Wells, SunGard Higher Education
Description: Back by popular demand and updated for SharePoint 2010. Go beyond Best Practices to Execution, and stop drowning in your Inbox! Many institutions have purchased SharePoint, and have installed it, and are asking, "Now What?" We will demonstrate the processes, tools, templates, training and governance plans that move you from ideas 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 produce real results. New topics for this year include a deep dive into the "I hate SharePoint" conundrum. Lack of user adoption is a major barrier to realizing SharePoint's promised benefits. We will present strategies that will help your institution overcome this barrier.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersWeb Content Management
3526: CourseLeaf: Improving Catalog and Curriculum Management (3526)
Back to top
Lead Instructor: Greg Soare, Leepfrog Technologies
Description: CourseLeaf is academic catalog management software that improves how colleges and universities update, manage, and publish academic catalogs. The Course Inventory module then integrates the academic catalog with the curriculum review process. Departmental authors leverage SIS integration to directly link course data to the catalog for efficient, accurate updating. Catalog managers create workflows to include the right people having the right permission level. Editors provide color-coded comments allowing immediate review of changes from prior versions. Then publish directly online, print-on-demand specific sections to PDF files for things like faculty advising, or even share data with software like DegreeWorks degree audit. The Course Inventory module improves how new and existing courses are modified, tracked, and approved. CourseLeaf displays all departments affected by a proposed change, automatically creates the correct workflow for any course based on your rule-sets, and integrates the results into your SIS and catalog. Schools have seen big benefits from CourseLeaf: 30% reductions in the time spent on the catalog, several hundred inaccuracies corrected, faster cycle times to publish earlier, and strong faculty support from better use of the catalog. Build the exact catalog you want, efficiently.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience6208: Integrate Your Website with Banner for a Rich Student Experience (6208)
Back to top
Lead Instructor: Matt Culpin
Description: Working with SunGard Higher Education, Jadu has developed a set of powerful widgets, giving students a personalised website experience using data from the Banner Digital Campus.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6209: Migrate to OU Campus and Reap New Benefits (6209)
Back to top
Lead Instructor: Michael Monina, OmniUpdate
Description: If you don't use a web content management system (CMS) today, you should. And if you're a current LCMS client, you'll need a migration strategy soon. Come hear about OmniUpdate's OU Campus CMS and our content migration tool, which is being offered for free to SunGard clients. OmniUpdate is a new SunGard HE partner and our OU Campus solution is a recommended replacement for LCMS. OU Campus is an enterprise-level CMS built on open standards, providing the development flexibility and Web 2.0 tools needed to help build community and facilitate collaboration. During this session, you'll learn how to use OU Campus to easily spread your critical content across websites, social media sites, and mobile devices. Your influential content such as presentations, white papers, articles, videos, images, and more can start working for you in new and exciting ways! In addition, Nathan Gerber, Director of Web Development Services at Utah Valley University (UVU), will talk about the process improvements and cost savings his university has experienced through their successful migration to OU Campus. He'll talk about why their developers, administrators, and users love OU Campus - and why you will too!
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersRecruiting & Admissions
Banner General
3012: Address Verification in Banner (3012)
Back to top
Lead Instructor: Kevin Runner, Runner Technologies, Inc.
Description: Runner Technologies is a global leader specializing in address verification and data quality solutions. Our CLEAN_Address product verifies, standardizes and cleanses your postal addresses with real-time and batch processing in Banner, including all forms & the self-service portal. Addresses can be verified in over 240 countries and territories. CLEAN_Address supports Address, Telephone, Name, and E-mail validation. CLEAN_Address is installed at over 500 institutions for higher learning and clients range in enrollment size from 600 to 65,000. Our SurveyDIG product integrates with Banner to provide course and instructor evaluations to students through the self-service portal. Instructors, deans, and department chairs can review interactive reports through SurveyDIG as well.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Recruiting & Admissions Performance
5244: Analyzing Enrollment Funnels Using Recruiting & Admissions Performance (5244)
Back to top
Lead Instructor: Becky Garrison, SunGard Higher Education
Description: This session will discuss and show examples of analyzing enrollment funnels using Banner Recruiting & Admissions Performance.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5248: Banner Recruiting & Admissions Performance Client Panel (5248)
Back to top
Lead Instructor: Mike Salisbury, Sungard Higher Education
Description: This panel will discuss their experiences with Banner Recruiting & Admissions Performance.
Session Type: Panel
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5222: Banner Recruiting & Admissions Performance Overview (5222)
Back to top
Lead Instructor: Mike Salisbury, Sungard Higher Education
Description: Banner Recruiting & Admissions Performance enables enrollment managers directors of recruiting and financial aid officers to analyze enrollment trends manage enrollment funnels analyze the impact of financial aid on enrollments and have immediate insight into the effectiveness of activities against strategic enrollment goals and objectives. Come learn more about how the solution supports decision-making at all levels of your organization with scorecards dashboards reports and analytic capabilities coupled with a powerful data warehouse. Attendees will learn about new and innovative ways to enable end users at all levels of your organization to be self-sufficient in meeting recruiting and admissions lifecycle reporting needs.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience5245: Banner Recruiting & Admissions Performance Tips and Best Practices (5245)
Back to top
Lead Instructor: Mike Salisbury, Sungard Higher Education
Description: This session will review examples of Banner Recruiting & Admissions best practices and tips.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5239: Banner Recruiting and Admissions Performance (HOT) (5239)
Back to top
Lead Instructor: Becky Garrison, SunGard Higher Education
Description: Banner Recruiting & Admissions Performance enables enrollment managers directors of recruiting and financial aid officers to analyze enrollment trends manage enrollment funnels analyze the impact of financial aid on enrollments and have immediate insight into the effectiveness of activities against strategic enrollment goals and objectives. Come learn more about how the solution supports decision-making at all levels of your organization with scorecards dashboards reports and analytic capabilities coupled with a powerful data warehouse. Attendees will learn about new and innovative ways to enable end users at all levels of your organization to be self-sufficient in meeting recruiting and admissions lifecycle reporting needs. 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4402: Creating a Strategy for Banner Recruiting & Admissions Performance (4402)
Back to top
Lead Instructor: Chrissy Coley, SunGard Higher Education
Description: Banner Recruiting and Admissions Performance is a powerful tool which can support your campus in proactively monitoring progress towards prospective student enrollment goals. This session will highlight the College of St. Scholastica's recommendations for developing a roadmap to best optimize the solution on your campus. We will also review the solution's capabilities in monitoring and reporting metrics key to executing your institution's enrollment strategy.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4635: Design, Create & Enhance FM Models and Packages Using Banner Recruiting & Admissions Performance (4635)
Back to top
Lead Instructor: Jimmy Patel, Old Dominion University
Description: Audience: ODS/EDW/Banner Recruiting & Admissions Performance and Cognos Administrators or Power Report Writers. Goal of this presentation is to show how we can create FM Models and Packages in Cognos. We will also look at how we can enhance existing models/Packages. The purpose of doing so would be to include missing items or tables in existing packages or creating the models from other data or freeze which are taken outside of the delivered tables in ODS/EDW/ Banner Recruiting & Admissions Performance.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6213: Recruiting & Admissions Community Networking (BOF) (6213)
Back to top
Lead Instructor: Jennifer Malkovich, Sungard Higher Education
Description: Jump start your Summit networking experience by attending the Recruiting & Admissions Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Recruiting & Admissions Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3591: Using Banner Recruiting & Admissions Performance to Track Non-Traditional Students (3591)
Back to top
Lead Instructor: Joel Clasemann, The College of St. Scholastica
Description: For most institutions non-traditional students are the path to growth or are a way to support a declining traditional population. This session will discuss some ideas that The College of St. Scholastica (CSS) is using to identify and track non-traditional students in Banner Student and Banner Relationship Management so that they can be studied and analyzed in Banner Recruiting and Admissions Performance. This session will highly some reports CSS has designed to assist in this analysis to improve their marketing strategies and the overall recruitment process.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3857: Voodoo or Science: Probability and Desirability (3857)
Back to top
Lead Instructor: Brian Regan, Lehigh University
Description: Probability and Desirability has the potential to transform the way an admissions office does business. See how Lehigh developed a model through the use of Cognos reports and statistics to assess the likelihood of students to apply. This presentation will also focus on how Lehigh is implementing the results of this work and what plans for future implementation are.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Relationship Management
4738: Banner Enrollment Management Opening Session (4738)
Back to top
Lead Instructor: Mark Zimmerman, SunGard Higher Education
Description: Please join the SunGard Higher Education's Enrollment Management Team for an update on the Banner Enrollment Management Suite. This session will provide an overview of enhancements delivered in the past year 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4443: Banner Relationship Management (HOT) (R) (4443)
Back to top
Lead Instructor: Jennifer Malkovich, Sungard Higher Education
Description: This session enables participants who are unfamiliar with or new to Banner Relationship Management to actively explore various features using a guided workbook with exercises that mirror real world activities. Participants will have the option to participate from a recruiting and admissions viewpoint, or from a student engagement perspective. If you are curious to see the 360 degree profile for a constituent, a sample campaign aimed at automating communication, an admissions funnel, and much more, join us for this hands on introduction to Banner Relationship Management’s powerful capabilities. 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners7382: Banner Relationship Management (HOT) (R) (7382)
Back to top
Lead Instructor: Jennifer Malkovich, Sungard Higher Education
Description: This session enables participants who are unfamiliar with or new to Banner Relationship Management to actively explore various features using a guided workbook with exercises that mirror real world activities. Participants will have the option to participate from a recruiting and admissions viewpoint, or from a student engagement perspective. If you are curious to see the 360 degree profile for a constituent, a sample campaign aimed at automating communication, an admissions funnel, and much more, join us for this hands on introduction to Banner Relationship Management’s powerful capabilities. 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4385: Banner Relationship Management Campaigns - Putting It All Together (4385)
Back to top
Lead Instructor: Vadim Kornilov, Sungard Higher Education
Description: Are you planning to or have built communication campaigns in Banner Relationship Management? Are you familiar in general terms with how business rules guard conditions context and component parameters are setup but would like to learn a little more about various ways how to combine them together to build versatile dynamic robust campaigns? Then this session just might be for you. We will explore several types of campaigns and the methods involved in building them. If you think that you still need to learn a bit more about the individual campaign components themselves then come to the "Banner Relationship Management Campaigns - Taking It All Apart" session also.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4742: Banner Relationship Management Overview (4742)
Back to top
Lead Instructor: Linda Jessup, SunGard Higher Education
Description: This session will provide an overview of Banner Relationship Management, an enterprise-wide CRM solution to engage and build relationships with prospects students and alumni. Features that will be discussed and demonstrated for all constituents include the Profile (Prospect/Student/Alumni) Expression Builder and Population Lists Templates Personalization fields Campaigns Interactions and Organizations. In addition Admissions Funnels and Probability and Desirability ratings will be discussed and demonstrated for prospective students.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4061: Banner Relationship Management: Best Practices for Large Schools (4061)
Back to top
Lead Instructor: Melanie Chambless, Auburn University
Description: Auburn University through its experience and research will share findings that have proven to reliably lead to effective and successful results within Banner Relationship Management. While some of the practices that have worked for Auburn within a given set of variables may or may not yield the same results across different educational environments these tips should provide your institution with the basic knowledge to more effectively manage your Banner Relationship Management environment.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required4895: Beginning a Banner Relationship Management Project - What is the Best Approach? (4895)
Back to top
Lead Instructor: Michael Hourigan, SunGard Higher Education
Description: How to better use Banner Relationship Management to reach your individual enrollment goals -- using campaigns watch lists expressions and group e-mails and other communication tools in the system.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4752: Best Practices in Building a Campaign and Expression in Banner Relationship Management (4752)
Back to top
Lead Instructor: Michelle Barger, Wichita State University
Description: Do you need to create a Campaign or Expression in Banner Relationship Management 1.4? Don't know where to begin? This session will share best practice recommendations of how to approach building these items from start to finish. We will share our lessons learned and tips and tricks. We will review the available functionality in the system and discuss the approaches that can be utilized. Please come to share your experiences and recommendations as well! This is a great session for new and intermediate users of Banner Relationship Management.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4441: BRM Campaigns: Build with the Future in Mind (4441)
Back to top
Lead Instructor: Katie MacInnes, University of North Florida
Description: When we started implementation of Banner Relationship Management we didn't know an interaction type from an output set and campaigns and contacts were just as foreign. After many hours of brainstorming to establish the system we're currently using we hope we can share our experience with your team. If you're beginning to navigate the process of organizing your communications as you roll out implementation on your campus you won't want to miss this session! During our presentation we will discuss how we collaborated with departments across our University community to evaluate our needs and maintained constant communication internally to make adjustments after go-live. We will showcase the naming conventions template formatting and organizational set-up that has allowed for our success. Finally we'll give you a peek at a few of our campaigns and show you where they fit into the big picture of our Admissions Communications Flow.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4265: BRM Implementation: Minimizing Stumbling Blocks (4265)
Back to top
Lead Instructor: Annie Gomez, University of North Florida
Description: Join us as we look back on our Banner Relationship Management implementation. We will delve into the successes and failures of our transition from Recruitment PLUS to Banner Relationship Management 1.3. In hindsight we will explore the path we would travel if we had it to do all over again! The theme of this year's Summit is quite the coincidence since we planned to highlight the importance of collaboration within our University community. Equally important were the partnerships we cultivated with other institutions. These relationships ultimately made our implementation a success. Presentation topics include: accounting for lost functionality making proper use of new functionality dealing with data input event tracking recruitment scholarship management campaign building test instances training and our first encounter with Banner Recruiting.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4896: BRM Probability and Desirability - Hands on Set and Use (4896)
Back to top
Lead Instructor: Michael Hourigan, SunGard Higher Education
Description: How to set up Probability and Desirability and what you can use it for. How to use it in campaign expressions and to reach your Enrollment Goals.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4431: Building Relationships Throughout the Enrollment Funnel Using the Banner Enrollment Management Suite (4431)
Back to top
Lead Instructor: Denise Groves, Tarleton State University
Description: This session will outline one school's year long journey to build and sustain relationships from start to finish using Banner Relationship Management. For the fall 2010 incoming freshmen class various campaigns were built to increase participation in campus preview days and daily campus tours in addition to facilitating application conversion orientation registration and financial aid. Banner Recruiting and Admissions Performance complimented the processes by enabling us to keep a constant pulse on the activity being generated. As a result the campus was able to be proactive and intentional in its preparation for the largest freshman class in the university's 111 year history. As we embark on year two we are looking to expand our reach to current students with the Banner Relationship Management 1.4 so that we are in a better position to retain these students for the long-term.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 3 - Senior and Experienced Practitioners3745: Climbing the Banner Relationship Management Mountain! (3745)
Back to top
Lead Instructor: Kory Gilderman, The College of St. Scholastica
Description: A look behind the scenes at various adversities faced by The College of St. Scholastica with the implementation use and subsequent necessary adjustments of Banner Relationship Management. A few of the issues that I'll cover include motivating staff to use the software adjusting funnel definitions while continuing to use active campaigns and working with SunGard Higher Education to improve the product and troubleshoot problems.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4736: Communicating through Campaigns with Banner Relationship Management (4736)
Back to top
Lead Instructor: Yolanta McCune, Florida Institute of Technology
Description: Cover defining Funnel States and how Florida Tech defines Prospects versus Inquiries. Review our Prospect Campaign and how it is used to covert Prospects to Inquiries. Review our Inquiry Campaign, covering what communications we are including as well as the reasoning behind separating versus combining campaigns. Also cover our Applicant Campaign and how we handle frequent email blasts to specific populations. Based on version 1.3.0.1.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4401: CRM Strategies for Recruiting and Retaining Students Using Banner Relationship Management (4401)
Back to top
Lead Instructor: Chrissy Coley, SunGard Higher Education
Description: Banner Relationship Management 1.4 has been developed to help institutions achieve their enrollment management goals whether they include growing and shaping new student enrollments or increasing student engagement and enhancing retention and graduation rates. Highlighting recommendations from Tarleton State University and the University of Northern Colorado this session will address the importance of a Constituent Relationship Management (CRM) strategy to successfully using this tool for connecting with prospective and current students.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience3801: Dollars and Sense: A Look at CRM and ROI at Lehigh (3801)
Back to top
Lead Instructor: Dana Stow, Lehigh University
Description: See how Lehigh University leveraged the Banner Enrollment Management Suite to transform the way mailings were sent and reach a more targeted audience thorough the use of integrated campaigns. This presentation will also include a look at how the budget allocation of dollars changed after the implementation of the Banner Enrollment Management Suite and what Lehigh expects to save in the future as additional features are implemented.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4314: Getting Going: Creative Solutions from First-Time Campaign Using Banner Relationship Management (4314)
Back to top
Lead Instructor: Christopher Reed, Texas A&M University
Description: Texas A&M University a top tier research University recently went live with Banner Relationship Management. This interactive session will provide tips for designing and managing the implementation team as well as give insight into some best practice campaign strategies for new designers that you can take back to your campus and implement immediately. Tricks and tips learned along the way will also be discussed.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3986: Implementing Campus Wide Enrollment Management Using Banner Relationship Management (3986)
Back to top
Lead Instructor: Randall Langston, University of Northern Colorado
Description: Implementing Campus Wide Enrollment Management in Difficult Fiscal Times: Defining Key Ingredients to Success. From technology to the utilization of mathematical and statistical tools to financial aid leveraging institutions of higher education are becoming very savvy and flexible in their approaches to assessing the recruitment climate at their schools. This presentation will examine how one university confronted fiscal challenges head on through purposeful enrollment management and Banner Relationship Management implementation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4055: Jumping the Hurdles of Banner Relationship Management (4055)
Back to top
Lead Instructor: Michael Mardis, Auburn University
Description: This session will share the various functional and technical hurdles Auburn University faced when implementing Banner Relationship Management and the work-arounds that were developed to jump those hurdles. These hurdles include insights in daily processing from both the database and end-user sides of Banner Relationship Management and provides the solutions that Auburn put into place in order to continue efficient and effective operations. (The version of Banner Relationship Management that this presentation will be based upon is 1.5 assuming it is released by year-end.)
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required4862: Migrating from Communication Plans to Interactions Using Banner Relationship Management (4862)
Back to top
Lead Instructor: Morgan Carter, Tarleton State University
Description: Discover how Tarleton State University is utilizing Banner Relationship Management to replace communications plans. I will show you how we transitioned from only sending out letters to how we now use Banner Relationship Management to send out emails as well as letters. In this more efficient way we are able to better keep track of what we have sent the student from the prospect role to the applicant role.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4462: Navigating Financial Aid with Banner Enrollment Management (4462)
Back to top
Lead Instructor: Denise Groves, Tarleton State University
Description: In these turbulent financial times it is imperative that good communication strategies are employed when it comes to navigating through the financial aid process. Tarleton State University was able to create awareness of financial aid opportunities as well as facilitate the packaging and processing of financial aid and scholarships by utilizing Banner Relationship Management. Through this proactive effort to make this cumbersome process more streamlined we were able to use the ISIR data as a recruiting tool for those who had not yet applied for admission to the university as well as increase completion rates of our applicants which facilitated overall yield of our applicants. By using the Banner Recruiting and Admissions Performance solution customized reports were created and delivered daily to the financial aid counselors so that they could monitor new students' progress. In addition reports were created that monitored packaging activity and helped identify areas that needed early intervention. With the expansion of personalization and financial aid in Banner Relationship Management 1.4 we are continuing to expand our focus in the area of financial aid and scholarships. This is suitable for strategic as well as functional users.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required4434: SunGard Solutions that Support Student Success & Retention (4434)
Back to top
Lead Instructor: Jennifer Malkovich, Sungard Higher Education
Description: This session will explore the comprehensive set of solutions that SunGard Higher Education provides to support student success and retention including Banner Relationship Management, Banner Student Retention Performance, Course Signals, and DegreeWorks.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3853: The Banner Relationship Management One-Month Implementation Challenge: One Year Later (3853)
Back to top
Lead Instructor: Beth Wolfe, Marshall University
Description: Due to a number of circumstances Marshall University had only one month to implement and go live with Banner Relationship Management in March 2010. Members of the Office of Recruitment team will walk you through the highs and lows of their implementation process as well as share their plans for expanding the use of BRM throughout their campus. The message of this session is "If we can do it you can do it!" If you are considering moving to Banner Relationship Management or if you have just started implementation we hope to provide you with encouragement and inspiration as well as some practical advice.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited ExperienceBanner Student
3460: A Dynamic Web Application for Admissions (3460)
Back to top
Lead Instructor: Luz Gaeta, SunGard Higher Education
Description: This presentation will provide a general overview of what the new self-service piece of the Banner Admissions for Ontario product (OCAS) can do for your institution. This will show how to create a DYNAMIC Web Admissions Application. This application was built using the Web 2.0 technology. It will cover topics like: - Overview of the OCAS product - Who uses it? - How can it be used outside Ontario? - Key architecture concepts - Key design concepts - Application flow - What type of applications can be defined with this tool? - Characteristics - Pre-defined sections / questions - User-definable sections / questions - What type of data can be collected in these dynamic applications? - Open answers (character, date, numeric) - Pre-fixed list of answers - Dynamic list of answers - Required vs. not-required - Etc.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5149: Admission Application Loading using EDI (5149)
Back to top
Lead Instructor: Yong Zhou, University of San Francisco
Description: Have you ever wondered how to upload admission applications into Banner if your school has electronic applications coming from online sources other than Banner SSB? University of San Francisco has developed the native interface with Banner to process admission applications received from other online sources, like Common Application, CollegeNet and LSAC. This presentation will explain how to take advantage of Banner baseline TS189 Data loading process SAR189u to load admission application data. This presentation will cover the steps needed to implement this interface. The presentation will also demonstrate how we are loading some application data that either hasn't been defined on TS189 or hasn't been included in SAR189u, like parent info, new ethnicity, race etc. This session will be useful to all Summit attendees who focus on student admission.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3978: Automated Decision Model Complete to the Seat (3978)
Back to top
Lead Instructor: Londa Tuzi, Drexel University
Description: 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 mailing 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 and building the material rules to assign a letter.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4564: Automating Admission Decision Processing (4564)
Back to top
Lead Instructor: Nancy Walsh, University of Illinois at Urbana-Champaign
Description: Do you & your admissions staff struggle each year in manually entering thousands of decisions into Banner for your applicant pool? Have you found that Banner manual has yet to assist with this? Both functional and technical staff from the University of Illinois will walk you through the process for setting up automated decision processing using Banner-delivered functionality. No mods needed! You should leave the session with basic knowledge on the steps needed to create admission formulas, assign ratings, enter decision rules and run batch decision jobs. Yes, SARBDSN will be discussed! The UI has been using these processes since implementing Banner in 2003, and the university is currently on Banner 8.3. Admissions staff members who are interested in simplifying or enhancing their decision processing are encouraged to attend.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4331: Automating Web for Admissions Push (4331)
Back to top
Lead Instructor: Suzanne Moss, University of Illinois
Description: Still manually resolving all of your institution's Web Applications in SAAEAPS? The University of Illinois has been running SARETMT (the Electronic App Verify/Load Process) against Web Admission applications since Dec 2002. Come hear what has worked for us as far as when to run SARETMT and with what prompts. We'll also look at our GOAMTCH rules, how to resolve suspended records and even review some verification errors. For the 2009-2010 admission year, we received over 100,000 completed web applications - SARETMT is a great time saver.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4415: Banner Recruiting and Admissions (BOF) (4415)
Back to top
Lead Instructor: Lisa Parrish, SunGard Higher Education
Description: Banner Recruiting and Admissions Birds-of-a-Feather (BOF). Client led session.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4531: Banner Self-Service Application for Admission - Tips/Tricks (4531)
Back to top
Lead Instructor: James Thomas, UNC Charlotte Graduate School
Description: This session is intended to be a practical demonstration of how we used the Banner Self-Service Application at UNC Charlotte for our International Undergraduate Admissions Students. Many schools own Banner, but buy additional products to implement electronic Admissions Applications. This session will demonstrate how schools who own Banner can use the built-in functionality in Banner Self-Service to implement their own electronic application. During these hard economic times, it can be especially useful to understand what Banner can do for you. This session is demonstrates Self-Service functionality we deployed in Banner 8.x, but should be applicable to earlier versions of Banner.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3805: Batch Ratings (HOT) (3805)
Back to top
Lead Instructor: Mathew Koenig, University of Oregon
Description: Batch Ratings are a powerful feature under utilized in application processing. Ratings can be as simple as adding SAT scores together to calculate a total score, or as creative to identify if an applicant file needs to be read twice before an admission decision can be made. By the end of class, you will be able to create a rating and run the job that calculates and posts the rating to the student record. We will also discuss how these ratings can be used in the decision rules (SAADCSN) to make more accurate admission decisions. At the UO, we are in year two of using Batch Ratings and Batch Decisions. Our implementation has helped reduce our admission processing significantly. One change we made this year has been calculated to save 1 FTE for 8 weeks (based upon 18,000 domestic freshmen applications received for fall 2010). Therefore, freeing up staff to evaluate transcripts rather than be doing data entry. This hands-on-training is a baseline functionality of Banner 8.4 and intended for experienced functional and technical users. Students for this HOT should also attend the general presentation about Batch Decisions or Batch Ratings. 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4872: Designing and Implementing a Paper-Free Admissions Process (4872)
Back to top
Lead Instructor: Susan O'Callaghan, Plymouth State University
Description: In 2009 the Admission Office at Plymouth State University (PSU) took their traditional admissions process of folders and filing to paper free imaging and workflows. They worked with Information Technology Services members at PSU and the University of New Hampshire and incorporated The Common Application©, Banner Document Imaging Suite, Banner Workflow, and the web to completely do away with the need to store documents in the Admission Office. From business process mapping to design to implementation to training, learn how PSU put together a system that helped the Admission Office process a record number of applications and enroll a class that exceeded the institution's expectations. Lessons learned and improvements made for year two will also be discussed.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3807: Do You Have an App for That? (3807)
Back to top
Lead Instructor: Scotty Schell, SunGard Higher Education
Description: This session will review the applications that are available within baseline Internet Native Banner and what features are available within Self-Service Banner. Also, the review of necessary form setup and Web Tailor options will be examined.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4990: Effective Admissions Processing Using (almost) Vanilla (4990)
Back to top
Lead Instructor: Jeffery Gates, Binghamton University
Description: This panel of experienced professionals will showcase how one large volume university has transformed its paper intensive admissions process into one that is virtually paperless. The presenters will explain strategies, goals and walk through implementation of the paperless environment. Banner, BDMS, Workflow and EMRx will all be discussed during this presentation. Binghamton University enrolls over 15,000 students and receives over 28,000 applications for an entering freshman class of 2100 and an additional 3000 applications for a transfer class of 700. The admissions office and worked collaboratively with the University's Information Technology Services department to enhance the application experience for prospective students, admissions operations staff and admission counselors by utilizing third party systems, enhancements to Banner and streamlined processes. Binghamton has transformed its undergraduate and graduate admissions operations with the use of vanilla Banner along with BDMS, Workflow and Reports Management. Functional and technical expertise will both be presented as we feel that the collaborative effort is vital in the success of each phase of the implementation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required3242: Emailed Admission Decisions (3242)
Back to top
Lead Instructor: James Irwin, Nicholls State University
Description: Postage can be a real drain on a university budget. One of my goals assigned this year was to make the admissions decision notification process completely electronic. Using Baseline, delivered processes along with UC4 (specifically GLBDATA, a little SQL job, SURLOAD, and SOREMAL), we were able to successfully automate this process and send all decisions via email to students. While this process can be run completely from Banner, UC4 Automation made it much more practical. Based on Student 8.3 and UC4 V8.0 with Rapid Automation Agent.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4336: Modifying Banner Tape Load Process without Modifying Code (4336)
Back to top
Lead Instructor: Suzanne Moss, University of Illinois
Description: In order to better manage recruiting and admissions, you can load unsupported test scores and prospect files into Banner through some simple set up steps. This presentation will walk through step by step instructions on the set-up required to configure Banner to load AP, TOEFL, and other test scores. This configuration is done through the Banner tape load set-up tables and does not involve modification of code (srtload.pc).
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3761: Sprinkles in a Vanilla World (3761)
Back to top
Lead Instructor: Christy Pratt, East Carolina University
Description: Is your institution trying to keep Banner vanilla? Many schools are under the mandate to implement a "vanilla" version of Banner with no modifications or "extra sprinkles." This session will show you how you can keep baseline Banner vanilla while still having many of the sprinkles that allow you to achieve customized processing and automation without breaking the "vanilla" rule. At East Carolina University, nightly update scripts have taken the place of costly and cumbersome customizations without permanent changes to the structure of Banner. Just when you think the answer is "no," we will show you how you can keep your Banner vanilla with sprinkles too.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Student Retention Performance
5178: Banner Student Retention Performance Development Partner Panel (5178)
Back to top
Lead Instructor: Mike Salisbury, Sungard Higher Education
Description: Client representatives from the Banner Student Retention Performance development partner group will discuss their experiences the value they see in the solution and their plans for leveraging the solution in supporting their efforts to improve student engagement retention and success.
Session Type: Panel
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5238: Banner Student Retention Performance Overview (5238)
Back to top
Lead Instructor: Mike Salisbury, Sungard Higher Education
Description: This session will provide an overview of Banner Relationship Management an enterprise-wide CRM solution to engage and build relationships with prospects students and alumni. Features that will be discussed and demonstrated for all constituents include the Profile (Prospect/Student/Alumni) Expression Builder and Population Lists Templates Personalization fields Campaigns Interactions and Organizations. In addition Admissions Funnels and Probability and Desirability ratings will be discussed and demonstrated for prospective students.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4732: Enrollment Management (BOF) (4732)
Back to top
Lead Instructor: Mark Zimmerman, SunGard Higher Education
Description: Join SunGard Higher Education clients and staff in a relaxed environment as we discuss 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited ExperiencePower CAMPUS Technical
3739: Customizing the PowerCAMPUS Self-Service Online Application (3739)
Back to top
Lead Instructor: Ben Apperson, Belhaven University
Description: This session is for those PowerCAMPUS schools using Self-Service to supply their Online Application for those interested in their institution. Since this session will focus on the editing of Self-Service files as well as SQL stored procedures, it is primarily for those involved in the system administration. However, non-technical Admission personnel would receive some benefit from knowing what is possible for customizing the online application. We will cover both basic and more advanced customizations of the online application. This will include changing the appearance of the application, how it pulls data for the drop downs, and how the data is supplied to the PowerCAMPUS system upon submission as well as acceptance of the application.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersPowerCAMPUS Student
4644: 101 Other Uses for Scheduled Actions in PowerCAMPUS - Part 1 (4644)
Back to top
Lead Instructor: Michelle McIntire, SunGard Higher Education
Description: OK – maybe not 101 but we made you look! This presentation will illustrate ways that you can use PowerCAMPUS scheduled actions to track recruitment activities including high school visits, college fairs, off campus receptions and on campus visitations. This will allow institutions to track their efforts to help them determine their recruitment activities in the future.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3845: Advising & Monitoring Students in Self-Service (3845)
Back to top
Lead Instructor: Carol Dandary, SunGard Higher Education
Description: This session will look at the Advising feature in Self Service and will cover role setup, permissions and relationships as they relate to athletic coaches and department heads.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4447: Block Web Registration in PowerCAMPUS (4447)
Back to top
Lead Instructor: Angelica Oropeza, Sungard Higher Education
Description: If you are a registrar using PowerCAMPUS and have always wanted a functionality to help students register a group of courses easily, in this presentation we will show you an added feature to PowerCAMPUS Self-Service, Block Web Registration. Using this functionality a student will be able to register all sections needed for a period at once. See how registrar can create blocks of courses and how students can easily identify their blocks.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3569: PowerCAMPUS 7.x & Self Service Upgrade (3569)
Back to top
Lead Instructor: Bonnie Johnson, Rockford College
Description: At Rockford College we designed and implemented a new method of gathering faculty feedback for academic alerts. The new web-based tool simplifies entry for faculty which resulted in a dramatic increase in alert creation. Customized reports enable individuals responsible for impacting retention to do so, by automating the gathering and compilation of data. The student population for which academic alerts are gathered was increased to encompass the entire student population, where only first year and athletic information was gathered previously. This session is for schools using Self Service and PowerCAMPUS 7.x.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3843: PowerCAMPUS Analytics (3843)
Back to top
Lead Instructor: Renee Pacini, SunGard Higher Education
Description: Want more visibility in your data? Come see how this new solution will provide real-time access to important information to support better decisions. This session will cover all aspects of PowerCAMPUS Analytics, the latest offering for PowerCAMPUS customers related to reporting and analytics. This solution includes a series of dashboards built around the most common data needs such as enrollment, admissions, retention, advancement and more. These dashboards are delivered to run from baseline PowerCAMPUS and includes the ability for you to customize and develop your own dashboards and data cubes. Trending, statistics, goal tracking, dynamic look ups all become a reality with PowerCAMPUS Analytics.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersStudent Services
Ad Astra Information Systems
3679: Course Demand Analysis (3679)
Back to top
Lead Instructor: Robert Nitsos, Loyola Marymount University
Description: 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 give a brief demonstration of the product and reporting options.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Accounts Receivable
4664: Banner Accounts Receivable (BOF) (4664)
Back to top
Lead Instructor: Lisa Muliawan, SunGard Higher Education
Description: Client led Birds-of-a-Feather (BOF) focused on Banner Accounts Receivable.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3958: Banner Accounts Receivable Aid Year Enhancements (3958)
Back to top
Lead Instructor: Lisa Muliawan, SunGard Higher Education
Description: This session describes enhancements made to support regulatory changes for Year Round Pell. Phase 1, delivered in the AR 8.1.1 and 7.3.1 releases, provides the ability to capture and display Aid Year of disbursed/memoed Banner Financial Aid transactions on a student's account and includes modifications to Application of Payments processing. Phase 2, delivered in the AR 8.2 and 7.4 releases, provides the option for institutions to create aid year-based detail codes and feed transactions to specific accounts depending on whether the transaction is being posted against a prior, current, or future aid year.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required3961: Banner Accounts Receivable Enrollment Period Enhancement (3961)
Back to top
Lead Instructor: Lisa Muliawan, SunGard Higher Education
Description: This session describes enhancements made to support Enrollment Period processing.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required5287: Batch Upload of Transactions in Banner AR (5287)
Back to top
Lead Instructor: Richard Headley-Soto, Georgetown University
Description: This session will explore a custom solution designed by Georgetown University to easily and efficiently load large numbers of transactions into the Banner Student Accounts Receivable module. Georgetown uses this custom process to load its Lockbox file, as well as bulk transactions generated by third-party systems, and other large sets of transactions that would otherwise have to be entered manually. In addition, Georgetown has created error-checking features within the process to ensure that transactions are not posted to the wrong student accounts. Georgetown University went live with Banner 8.0 for the 2009-2010 academic cycle. It is currently on Banner AR version 8.2. This session is intended for functional users who would like to more efficiently manage data entry, and technical users who would like a streamlined solution to serve the AR constituency rather than relying on one-off SQL inserts.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5049: CLM -How To Process Collections of Loans and Student Debt (HOT) (5049)
Back to top
Lead Instructor: Mary Garcia, Texas A&M University
Description: How To's – (ACH, Rehab, TRA, Benefits (FB, HS, etc) 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4026: Collecting Student Debt and Receivables Using CLM (4026)
Back to top
Lead Instructor: Eileen Meyers, SunGard Higher Education
Description: This session is for SunGard Higher Education clients who have oversight for their institution's student receivable portfolio. Clients will be presented with a Campus Loan Manager (CLM) enhancement which will feature an automated method for transfer of debts from Student Accounts Receivable debts providing a systematic collections process for management of student debt. Come see how your institution can increase its debt collection while saving time-consuming work effort.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4784: Credit Card Processing Integration in Banner (4784)
Back to top
Lead Instructor: Hannah Zhang, Drexel University IRT
Description: As Banner 8.x, all credit card processing must go through a third party payment vendor. This requires us to create a payment middle tier that redirects the Banner users to our payment application, TouchNet UPay, for the credit card payment, and also brings back the payment transaction information into Banner. Our payment middle tier is responsible for redirecting the Banner users to the proper UPay site, posting required information to UPay, receiving payment transaction information from UPay, calling the Banner Payment Gateway web service to add a transaction or report an error, and redirecting the users to the Banner success or failure page.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5047: FISAP Preparation Using Campus Loan Manager (5047)
Back to top
Lead Instructor: Rachelle McDonald, Texas A&M University
Description: Preparing the FISAP each year can be stressful and very time consuming. Let me share with you the when, what and how.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required3926: Managing Application of Payment with Priority Codes (3926)
Back to top
Lead Instructor: Rose Most, SunGard Higher Education
Description: Many institutions only use 000 and 999 priority codes. While this is perfectly acceptable, it is a very simplistic use of the application of payment functionality. This session will demonstrate and discuss the advantages of going beyond 000 and 999 to enhance and manage the application of payment process. Examples of how to utilize priority codes to assist in compliance with state and federal requirements of scholarships, or how to control the order in which fees are paid will be explored. Those who attend will benefit from understanding and utilizing a baseline functionality to control the application of payment process.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3829: Managing AR with Custom Views (3829)
Back to top
Lead Instructor: Rose Most, SunGard Higher Education
Description: Using Banner Population Selection and Letter Generation can by very challenging in AR. Many of the fields in Banner AR that are needed and wanted in determining populations and or pulling monetary data for letters (like total balance, amount billed, term balance, total term tuition, etc) are not stored in Banner. These particular data elements must be calculated. You can certainly create a variable for some of these calculations, but then you can use the variable in a population selection. The answer is to create custom views. This session is a joint Functional/Technical presentation on how to determine what calculations to place in a view, how to create the custom AR view and how to use the view in population selection rules and variable rules for letter generation.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5455: Managing Student Account Receivables (5455)
Back to top
Lead Instructor: Wen-Hsin Chen, Wentworth Institute of Technology
Description: How we use an Argos report for staff to manage student accounts. Information on this report includes balance, estimated financial aid, registration, student status, holds, housing status, address, phone and email. We also developed a coding system on SGAUSDF to identify cohorts of students, such as 3rd party billing accounts, payment plans, employee dependents, etc. The report helps us to identify the group of students with the greatest needs, and empowers counselors to make decisions and determine the best course of action.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4799: On-Line Collections of Admissions/Application Fees (4799)
Back to top
Lead Instructor: Jimmy Chin, SUNY Downstate Medical Center
Description: With the huge success of eCommerce merchants, such as Amazon and eBay, more and more consumers expect an on-line payment mechanism. Application fees and deposits are no exception. In 2010, SUNY Downstate launched an initiative with CORE Business Technologies to enable applicants to pay application fees and deposits online. Applicants and existing students are authenticated and checked for accounts receivable holds by Downstate and passed to the hosted CORE iPayment application. Tokens passed from Downstate to CORE enable a secure mechanism to transfer PIDM's and enable to start either a credit card or an electronic check payment. After payment completion, CORE updates the Downstate's Banner account receivables(TBRACCD/TBRDEPO) or the Banner miscellaneous payments table(TBRMISD). This session will discuss in detail the implementation of this functionality, including key features such as "back-end" updating of the admissions checklist, how this feature helps the admission offices review and audit their distinct prospects, and how this model may be expanded to other types of transactions.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience3982: Releasing Refunds (3982)
Back to top
Lead Instructor: Antonio Trepesowsky, Sungard Higher Education
Description: Review the Refund process and set/control forms to assist clients in using the Batch process approach to refunds. Clarify the connections to Finance through to Check production.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5046: Running CLM and AR Queries (5046)
Back to top
Lead Instructor: Rachelle McDonald, Texas A&M University
Description: Setting up Microsoft Queries may be a trying time, however attending this session will alleviate some stress as we have it down. Let us share our process with you.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4703: School of Hard Knocks: Implementation Gotchas for Bursars (4703)
Back to top
Lead Instructor: Christy Gilman, Texas Tech University
Description: The Bursar's office at Texas Tech experienced a large turnover within the first month of Banner implementation. The incoming staff found opportunities for increased testing, transition, training, and reporting. This talk will cover key components of a bursar's testing plan, the importance of the business process reviews, ideas for training internal staff, coordination needed with interfacing departments and identification of reporting. If ignorance is bliss, this bursar's group managed to climb a steep incline out of paradise!! Please take a chance to gain knowledge through the misconceptions and mistakes of someone else!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4537: Slice 'Em, Dice 'Em, Shake 'Em Down (4537)
Back to top
Lead Instructor: John Ginty, Drexel University
Description: This is a detailed explanation of how Drexel University utilizes the basic Banner Population Selection program to bill specific groups of students based on their Program codes, billing rate codes and how to split the population if you want to send different messages to specific groups of students. If you can identify them, we can bill them.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience3772: The 31 Flavors of Billing (3772)
Back to top
Lead Instructor: Timothy Johnson, SunGard Higher Education
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5086: The Changing Face of Payments at Centennial College (5086)
Back to top
Lead Instructor: Sheree Hendricks, Centennial College
Description: This presentation will describe how payment processing has changed at Centennial College. One of the many challenges that we faced was the required change to our on-line payment credit card processing due to Payment Card Industry (PCI) Compliance. With a growing enrollment and the need to process a large volume of transactions Centennial College's Accounts Receivable Department was faced with the need to automate several different payment streams while leveraging Banner's Accounts Receivable module. Using baseline functionality we were able to integrate payments seamlessly to our AR module. Our Enrollment Services Department wanted to stop mailing our students their fees statements. How could they use existing functionality and store this information in Banner for students and staff to view. These needs along with a communication strategy has enabled us to notify students of fees and payments electronically which is one of our environmental goals. Sub-topics: 1. PCI Compliance – What did this mean for us? 2. Payment RFP and moving away from a local payment gateway 3. International payments using Travelex 4. Electronic Posting of NSLSC (Financial Aid - OSAP) Payments 5. Moving to emailed fees statements
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required5048: Timely and Effective Management for Student Debt Using CLM Due Diligence Cycles (5048)
Back to top
Lead Instructor: Mary Garcia, Texas A&M University
Description: From the seasoned to the brand new CLM user, this session will help you determine how to set up your invoice cycles.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience4121: Understanding Banner AR Application of Payments???? (4121)
Back to top
Lead Instructor: Betty Halverson, SunGard Higher Education
Description: We will cover: * How the TBRACCD transactions established via TSAAREV/TSADETL affect the TGRAPPL Application of Payments process. * How the database tables TBRACCD and TBRAPPL are connected. * How TGRFEED processes the accounting distribution and rule class codes on the detail codes when feeding the transactions to the Finance General Ledger.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3573: Write-Offs Got You Down? (3573)
Back to top
Lead Instructor: Robin Adams, Wright State University
Description: Are you writing off delinquent accounts manually? If so, this session is for you. Learn how Wright State University developed an application to automatically write-off delinquent accounts receivable gaining efficiency and accuracy. Two processes were created that look at various criteria and are submitted through Banner job submission. In addition to writing off delinquent accounts, the process automatically adds a hold to the student account preventing future registration and transcripts. This session will take you through the creation of write off detail codes, discussion of the criteria used to write off accounts, updating student accounts and reporting. Wright State is using Banner AR 8.1.1.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredBanner Flexible Registration
4484: Clients Experience with Banner Flexible Registration (BOF) (4484)
Back to top
Lead Instructor: Rorry Altmann, SunGard Higher Education
Description: Panel of current Banner Flexible Registration users discussing their setup and experiences with Banner Flexible Registration.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4481: Configuring Banner Flexible Registration (4481)
Back to top
Lead Instructor: Rorry Altmann, SunGard Higher Education
Description: This presentation focuses on configuring from an administrative/functional perspective. It will focus on the concept of Flex Reg Catalogues, how to design and build effective FRCs, the configuration details behind FRCs, supporting payment options, best practices, etc.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3975: Flexible Registration: We Did It! (3975)
Back to top
Lead Instructor: Renee Slovick, Cuyahoga Community College
Description: Flexible Registration is an online registration and payment system for continuing education, non-credit classes. Cuyahoga Community College implemented Flex Reg in the summer of 2010. In this session Tri-C will discuss why Flex Reg was selected, the implementation process, how it's used, and the decisions made along the way.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience3330: Implementing Banner Flexible Registration (3330)
Back to top
Lead Instructor: Jane Gilbert, La Salle University
Description: Thinking of purchasing Flexible Registration? Wondering what it takes to implement? Join the Lehigh Carbon Community College (LCCC) Team and SunGard Higher Education Consultant, Laura Cosgrove, as we reveal our journey of implementing Flexible Registration 8.4.1. The session will briefly touch on the requirements for the install process. The remainder of the session will focus on the various components of the project’s functional aspects and end user decisions about communications, catalog configurations and creation, customization of text, payment options and more. . Learn how we brought various departments together to make this project a success for our Continuing Education and Workforce Development groups. This session is aimed at functional users and systems analysts who are involved in the development and configuration of catalog, scheduling and payment processing. Others who may benefit: project managers and director-level and above individuals who may be considering options for a student friendly, shopping cart type solution enhanced by multiple payment options.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4478: Introduction to Banner Flexible Registration (4478)
Back to top
Lead Instructor: Rorry Altmann, SunGard Higher Education
Description: This session is an introduction to Banner Flexible Registration and how it can assist your institution with continuing education registration.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited ExperienceBanner General
4582: Banner 8 Security - Part 1 (4582)
Back to top
Lead Instructor: Les von Holstein, Datatel+SGHE
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4583: Banner 8 Security - Part 2 (4583)
Back to top
Lead Instructor: Les von Holstein, Datatel+SGHE
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3130: Banner General Opening Session (3130)
Back to top
Lead Instructor: Jennifer O'Brien, SunGard Higher Education
Description: This session will provide an overview of Banner General deliverables since last year as well as preview upcoming releases.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3662: Banner General RPE Review (3662)
Back to top
Lead Instructor: Jennifer O'Brien, SunGard Higher Education
Description: Since Summit 2009, the Banner General team has resolved 25+ RPE's. Come learn about the newly implemented RPE's and how they can help you with your daily job.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3660: Banner General Summit Highlights (3660)
Back to top
Lead Instructor: Jennifer O'Brien, SunGard Higher Education
Description: Come join us to see the Summit highlights for Banner General. This session will do a high level introduction of 3 or 4 Banner General Summit Sessions to help you decide which sessions you may want to attend.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4410: Horizon - Banner General Feature Overview (4410)
Back to top
Lead Instructor: Cindy Szkaradnik, SunGard Higher Education
Description: This session will provide an overview of the Banner General features in Horizon. The session will include an in-depth look at changes made to accommodate these core features in the new user interface and a demonstration of the following features in Horizon: Banner Menus, Object Maintenance, Options, Quick Flows, Messaging, Security, Data Masking, Supplemental Data Engine, and Data Extract.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3554: How to Store the Kitchen Sink (3554)
Back to top
Lead Instructor: Vicki Johnson, Colorado State University
Description: Ever had a problem with where to store additional information related to a student in Banner? Colorado State University has developed a repository of student/person information that is very flexible and accessible. We call this type of information "General Person Data Codes". We currently have 101 different types of Data Codes that we can store. Each Data Code can have up to 20 different attributes. Each attribute has a unique description and is identified as either a List of Valid Values, a Text field, a Fixed length text field, a Number, or a Date field. Examples of what we store: Registration Ready information, Text Messaging Options, Honorary Degrees Earned, Application Fee Waiver Request, First Generation Students, Third Party Sponsor Data, and on and on.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4535: Mass Data Update Utility (4535)
Back to top
Lead Instructor: Jennifer O'Brien, SunGard Higher Education
Description: The Mass Data Update Utility 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 Utility, 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4529: Supplemental Data Engine-Add New Data Without Modifications (4529)
Back to top
Lead Instructor: Les von Holstein, Datatel+SGHE
Description: The Supplemental Data Engine (SDE) for baseline Banner provides a simple way to add data fields to Banner forms without customization. Users can enter supplemental data on any form that uses a database table where supplemental data rules have been defined. Attend this session to learn how to set up and use the Supplemental Data Engine in Banner. In addition we will be previewing the new user defined SDE validation rules that will be included in General 8.4.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4500: To See or Not to See, FGAC in Banner (4500)
Back to top
Lead Instructor: Danny Duplechian, Stephen F Austin State University
Description: This session is geared to security personnel, as well as to those that are involved in determining such security policies, and to those who are just interested in how it all works. We have implemented FGAC for holds and addresses as well as masking several different fields.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3627: Web for Proxy - Set-up Tips (3627)
Back to top
Lead Instructor: Patricia Tuchman, University of Illinois
Description: Web for Proxy is a very simple concept - a Banner person can authorize someone (their proxy) to log into Banner Self-service and use the pages she or he has been authorized for as if she or he was the Banner person. Before getting to this point, there are a number of decisions that need to be made to configure Web for Proxy appropriately for your institution. In this session, we'll walk through the configuration, go over the forms that are used, explore the mandatory and optional processes that are involved, describe the optional feeds to Banner General and Banner Advancement, and show how the system fits together. For current users of Rose-Hulman's Web for Parent mod, you'll be able to see how you can migrate from Web for Parent to Web for Proxy. And, for those familiar with Web for Parent-Web for Proxy has been expanded beyond students!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Student
4163: Academic Roadmaps: Charting the Path and Staying on Course (4163)
Back to top
Lead Instructor: Rachel Broderick, University of North Florida
Description: In response to the challenge of systematically tracking and monitoring undergraduate student progress toward degree completion, the University of North Florida [UNF] developed an Academic Roadmap tool. By utilizing the existing CAPP system and collaborating with academic department chairs and advisors, a Roadmap for every undergraduate major at UNF was created. An eight term sample schedule and critical mile-markers were established for each Roadmap. Reports provide data on students who are off-track resulting in human interaction/intervention by advisors or department designees. Strategies for assessing the effectiveness of the Academic Roadmap tool to facilitate a full-time student's graduation in four years, resulting in improved university-wide retention and graduation rates will also be discussed. The presenters will describe the Academic Roadmap advising tool, the implementation process and the communication and collaboration efforts needed to undertake this university initiative.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3585: Attendance Tracking - A Demo (3585)
Back to top
Lead Instructor: Colin Turnbull, SunGard Higher Education
Description: A presentation and demonstration of the Attendance Tracking localisation. The Attendance Tracking localisation allows institutions to record and monitor attendance information for students for a variety of events to meet both the requirements of internal quality assurance processes and those of external, often professional, bodies responsible for validating programme delivery. This demonstration will show you how the Attendance Tracking software works and how it can be used in your institution.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 3 - Senior and Experienced Practitioners4660: Banner Academic Advising (BOF) (4660)
Back to top
Lead Instructor: Wayne Holt, SunGard Higher Education
Description: Client led Birds-of-a-Feather (BOF) for academic advising.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4294: Banner Records and Registration (BOF) (4294)
Back to top
Lead Instructor: Jennifer Carter, Sungard Higher Education
Description: Client led BOF focusing on Records and Registration.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4709: Banner Registration Prerequisite Checking with DegreeWorks (4709)
Back to top
Lead Instructor: Mark Wysoski, SunGard Higher Education
Description: A discussion on the new web service released in Banner student 8.4.1 which allows DegreeWorks customers to set up registration prerequisite rules in DegreeWorks for use during Banner registration.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5554: Banner Student and Community Source Overview (5554)
Back to top
Lead Instructor: Jamie Battin, SunGard Higher Education
Description: This session will cover the Community Source Initiative as it relates to Banner Student. You will receive an update on the activities of the review committee since Summit 2010. You will gain insight into the responsibilities of committee members and learn what makes an enhancements good submission for community source.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4749: Banner Student Centric Periods (4749)
Back to top
Lead Instructor: Jennifer Carter, Sungard Higher Education
Description: A detailed discussion around the enhancements provided for Student Centric Period function delivered in Banner Student release 8.4. Examples of use and set up will be included.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5125: Banner Student Concurrent Curricula Review (5125)
Back to top
Lead Instructor: Ellen Jetto, SunGard Higher Education
Description: A review of the Banner Student Concurrent Curricula function. The presentation includes how to, best practices and includes questions and answers.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5126: Banner Student Faculty Self-Service Security (5126)
Back to top
Lead Instructor: Lisa Parrish, SunGard Higher Education
Description: This session will be a review of the Banner Student faculty self-service process rules released in Student 8.3 and presented at Summit 2010. Banner Student 8.3 delivered a rule based form to control access to menu links and student information by faculty and advisors. Security processing was moved from generic codes on GTVSDAX to a rule based form that allows each process to be customized for faculty or for advisors.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5122: Banner Student Horizon Project (5122)
Back to top
Lead Instructor: Ed Hauser, SunGard Higher Education
Description: A review of the Banner Student Horizon project. The session will provide an overview of the project which includes a detailed review of the changes to Banner student internet native forms replacement (Oracle Forms replacement). Demo included.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4700: Banner Student Kick-Off (4700)
Back to top
Lead Instructor: Ed Hauser, SunGard Higher Education
Description: Banner Student product opening session. Summary review of the past years release highlights, product roadmap and Summit 2011 highlights.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4707: Banner Student Product Roadmap (4707)
Back to top
Lead Instructor: Ed Hauser, SunGard Higher Education
Description: The Banner Student product roadmap will be discussed. Highlights of recent releases and a discussion on the product roadmap and product strategy.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5128: Banner Student Registration - STVRSTS and STVESTS (5128)
Back to top
Lead Instructor: M.J. Caro, SunGard Higher Education
Description: A review of the Banner Registration STVRSTS and STVESTS tables. These tables have changed over the years and a review and update on them and best practices will be discussed.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4668: Banner Student Study Paths (4668)
Back to top
Lead Instructor: Ellen Jetto, SunGard Higher Education
Description: Summary review of the three phases for the study paths enhancements delivered in Banner Student releases 8.3, 8.4 and 8.5.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners7139: Blackboard & SunGard Higher Education: Partnering to Improve Product Interoperability and Enhance Client Success (7139)
Back to top
Lead Instructor: Meaghan Duff, Blackboard Inc.
Description: 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™. Please join us to share your experiences and learn more about what lies ahead.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5321: Bridging Function and Technology: Harmony with Central IT (5321)
Back to top
Lead Instructor: David Adcock, Georgia Institute of Technology
Description: Does your Service Representative need to know what a database trigger is? Does your DBA need to know what forms need to be filled out to graduate? On most campuses, the functional office that uses the student system and the central IT office that maintains the system often find it hard to communicate ideas, needs, and priorities. Join us as we explore ways the Georgia Institute of Technology's Registrar's Office and Enterprise Information Systems department have worked together to bridge this gap.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3747: Building an Online Catalog and Time Schedule (3747)
Back to top
Lead Instructor: Micah Schaafsma, Seattle Pacific University
Description: Seattle Pacific University (SPU) hasn't printed a paper catalog in 5 years! Learn how we moved our academic catalogs and time schedules online and how we pull live data directly from Banner to give students the most current and up to date information possible. This presentation will include a demonstration of SPU's online catalog system as well as a dive into the technical details (XML, XSL, Web Services) that make it all possible.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3176: Business Process Efficiency and Banner - Bridging the Gap (3176)
Back to top
Lead Instructor: Bhavesh Bambhrolia, Community College of Philadelphia
Description: Implementation of a vision oriented and an efficiency focused business process can result in greater quality of service. This presentation will demonstrate how Enrollment Services at Community College of Philadelphia consolidated Graduation Application/Degree Evaluation and Attendance Drop processes with a student centered vision and focus on cost efficiency. The presentation will also demonstrate the methodology that was used for business process analysis and how data within Banner was used to guide decisions. Banner Student 8, Oracle Hyperion, and AppWorx are utilized to accomplish the objectives. This non-technical session is ideal for Banner Student functional users.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4433: CAPP 2nd Time Around: From Singing the Blues to Playing Jazz (4433)
Back to top
Lead Instructor: James Douglas, Duquesne University
Description: Duquesne University, an institution with over 10,000 undergraduate, graduate, law and pharmacy students, went live with Banner in fall 2007. Degree evaluation was not part of the original implementation, since we were not using that functionality in our legacy system. When charged a year later to implement a degree audit system with limited financial resources, CAPP was the best option. The Blues: Working with outside consultants, members of the academic community spent six months building CAPP requirements. The system was made available to advisors with the expectation that they could work out any issues before making CAPP available to students the following year. Unfortunately, the new tool was not embraced, no post-build testing was done, curriculum changes were not maintained, and the decision was made to suspend the project until appropriate resources were available. Jazz: Two years later, our administration wanted to revisit CAPP 8.4, but given the economy, no additional funds were available. Collaboration between the Registrar's Office, Enrollment Research, Advisors, and IT led to a successful phased-in rebuild and go-live of CAPP for staff and students. CAPP builders and Project managers are invited to come hear how we reached our goal and the lessons learned during the implementations.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6207: CAPP Users Group: A Community of Practice (BOF) (6207)
Back to top
Lead Instructor: Shawn Brayton, University of North Florida
Description: Come meet with the members of the CAPP Users Group and its Steering Committee to discuss future initiatives for expanding our voice and building a community of practice. Learn how you can become an active member of our community.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5194: Course Enrollment Management Without EMS. It Can be Done! (5194)
Back to top
Lead Instructor: Wilma ('Billie') Watts, Western Washington University
Description: Course enrollment management using traditional reporting and business intelligence techniques can be robust. This solution does not use SunGard Higher Education's Enrollment Management product. A simple flat style report using course history detail and projected enrollment counts reduced the number of courses offered by 10%-15%. Course data on the report included number of sections and enrollment over three academic years and current enrollment and waitlisting. Based on these enrollment numbers and next year admission's projections the number of courses and sections needed were calculated. After eliminating 10-15% of fall quarter courses offered in the first year of use we had the best course access in ten years. Additional business intelligence web reporting was accomplished using MS Excel spreadsheet pivot tables, Microsoft Analysis Services cubes, and asp.net graphical front ends. Our four web solutions provide interactive views on 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, courses, and degrees. These solutions have provided information in difficult budget times that enabled executive management and departments to make our university leaner and more efficient. This solution does not use SunGard Higher Education's Enrollment Management solution.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3898: Desperately Seeking No SOUGHT Records (3898)
Back to top
Lead Instructor: Beatrix Daily, Drexel University
Description: The Graduation Application introduced in Banner 8 might make you want to get rid of the Sought records in SHADEGR. This presentation will tell you how we did that at Drexel University. It will help you to identify the records to delete and how to identify the children of and those records that refer back to the deleted records. We will also tell you which Banner settings need to be reset in order to make this work.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3984: End of Term Processing (3984)
Back to top
Lead Instructor: Antonio Trepesowsky, Sungard Higher Education
Description: Review the steps necessary to successfully close an academic history term. Includes optional steps like Grade Mailer, Registration Error Checking, and Incomplete Grade Processing.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4884: Final Exam Scheduling (4884)
Back to top
Lead Instructor: Karen Giddings, Michigan Technological University
Description: Scheduling final exams can be time-consuming. Michigan Technological University has developed a standardized process for scheduling single or multiple section courses. This process has dramatically reduced the amount of time spent creating the final exam schedule. In addition, students can now view their tentative exam schedule via Self-Service immediately after registering for classes. Once the exam schedule has been confirmed, Self-Service is updated and an email is sent to the student. The complete final exam schedule is also made available on the Registrar's website. We will present the logic behind how the schedule is created, the Banner forms (v8.3) used to control the schedule, the Self-Service (v8.3) page which displays the information, the reports to find conflicts and the procedures used by the Registrar's Office to produce the exam schedule. The session will be geared toward functional users.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience3684: Housing and Conferencing - Perfect Together (3684)
Back to top
Lead Instructor: David Kritz, Adirondack Solutions
Description: Adirondack Solutions has tackled the issue of how to best integrate housing and conferencing services. This session will explain the challenges and solutions for combining the two products into one database, so that room assignment data for both students and conference attendees are treated as one. These new versions of The Housing Director and The Conference Host are web-based RIA products created with Adobe Flex. The session is not very technical in nature, though we will be touching upon the database structure. It is geared for those who manage student services with either Banner Digital Campus or PowerCAMPUS. Integration is achieved via Adirondack's Data Interface Module (DIM), working with Banner 7/8 and PowerCAMPUS 6/7.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience3671: If You Build It, They Will Apply (To Graduate) (3671)
Back to top
Lead Instructor: Beatrix Daily, Drexel University
Description: This presentation will describe in detail from beginning to end the Self-Service Graduation Application set-up in Banner 8.2. In addition, the presentation will include a discussion related to some of the decisions we needed to consider, some of our "gotchas," and what changes to business practices were necessary as a result of rolling this out to the user community.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4539: Improving Online Web Admissions Applications (4539)
Back to top
Lead Instructor: Jimmy Chin, SUNY Downstate Medical Center
Description: SUNY Downstate(DMC) has invested much into SSB for online web admissions. This investment has yielded numerous enhancements in the areas of online application, processing and delivery of applications, and an admissions checklist. Through the online application, DMC has added three different web forms allowing the applicant to data enter: work experience; prerequisite course information; a quick-glance page that summarizes the application information. In processing and delivery, a great deal of automation was achieved. Once an application has been pushed at night, it is exported into PDF and automatically archived/indexed into XtenderSolutions. The security in XtenderSolutions is setup such that only the right committee member has access to the right application. In addition, a personalized email is sent to the applicant along with a copy of the application, signature page, login id and unique password for access to the Admissions checklist. The admissions checklist was developed outside of Banner, and it is used to communicate with applicants the status of the application. Because DMC is an academic medical center, the admissions checklist is very complex: there are many requirements that must be done after acceptance; health-related items (ie. vaccinations) are critical. All of this and more will be presented in this session.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4729: It's an Integrated Student World After All (4729)
Back to top
Lead Instructor: Andy Kearney, SunGard Higher Education
Description: This session will focus on key touch-points that trigger integration and interfaces between and among Student processes. This session will walk through various student processes from Recruitment and Admissions to Academics and Graduation focusing on what rules / values / data entry needs to occur in order to support the common interfaces and / or points of integration in order to complete the process successfully. Furthermore, we would discuss "issues to consider" and "ways to take advantage of the integration".
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5065: Leverage Technology in a Community College Registrar Office (5065)
Back to top
Lead Instructor: Michael Tulino, Pima Community College
Description: Is your school or department considering ways to leverage technology, streamline operations, and improve service to students? Come hear how the Registrar's Office at Pima Community College, one of the country's largest multi-campus community colleges, has utilized SunGard and partner products to enhance service to students. Topics for discussion include Workflow, Flexible Registration, XML transcripts, Document Imaging (BDMS), Open Learning, Common Matching, Luminis and a complete Banner Student module security access redesign. If your department is considering any of these options, this will be a great opportunity to learn more about them from some Registrar Office colleagues.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4191: Leveraging the New Banner Web Services with StarRez Housing (4191)
Back to top
Lead Instructor: Travis Knipe, StarRez, Inc.
Description: StarRez and SunGard Higher Education will jointly present the newly released Banner Web Services solutions for interfacing the range of Banner Higher Education solutions with the StarRez student housing solution. Through a close collaboration, StarRez and SunGard Higher Education have developed a standardized set of Banner and StarRez Web Services to efficiently integrate a range of Banner Student and Financial data to quickly and easily share data between the systems real time. Banner Web Services are fully supported by SunGard Higher Education ensuring cost effective and reliable integration solutions that minimize the IT resource required for implementation and support. The Banner Web Services communicate directly with the matching StarRez Web Services providing the most efficient and easy-to-implement integration solution available. Integration points include the following: Student Demographic/Academic data, Room Assignments, Campus Address, Student Financials, Meal Plans and the Luminis Portal. Leveraging the latest in Web Services technology, the new Banner Web Services allow institutions to have a fully integrated housing solution using industry best practices that can be fully delivered by SunGard Higher Education and StarRez with minimal effort from the institutions resources. It will help provide an understanding of data flow and the efficiencies this can provide staff while enhancing the student experience.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4348: Linking to the Bookstore: Priceless! (4348)
Back to top
Lead Instructor: George Matuch, Drexel University
Description: This presentation will showcase Drexel University's solution which supports the Higher Education Opportunity Act. It allows interested parties to access required book information pre-registration on a public site. Also, post-registration information is available from within Banner Self Service's Student Menu. Our solution is adaptable for multiple 3rd party vendor bookstore applications.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4662: Make STVTERM Your Beach (4662)
Back to top
Lead Instructor: Carol Grey, Drexel University
Description: How to deal with Semesters and Quarters at the same time: This session will explain Drexel University's experience with maintaining disparate Term Types having different GPA scales all in one database. How we designed STVTERM to make it sit up and beg and where the bones got buried when things didn't quite fit together. What we did when some academic programs converted from one term type to the other and others allowed students to take courses across term types -- all the time wanting the students to have unified transcripts.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required3612: Managing Your Graduation - A Demo of a Banner Localisation (3612)
Back to top
Lead Instructor: Colin Turnbull, SunGard Higher Education
Description: A demonstration of the Graduation Management localisation which allows institutions to manage the seating arrangements and ticketing of graduation ceremonies. This demonstration will show the enhancements delivered in the release such as: Flexible charging allowing clients to use the module whether they charge for all, some or none of the tickets for graduation ceremonies; Graduation in absentia; Self-Service page enhancements.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5127: National Student Clearinghouse Extract (5127)
Back to top
Lead Instructor: M.J. Caro, SunGard Higher Education
Description: A review of the National Student Clearinghouse (NSC) Extract. The NSC extract has changed over the years and a review and update on the process and best practices will be discussed.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4520: New Student Orientation - Two Points of View (4520)
Back to top
Lead Instructor: Judy Fluke, Drexel University
Description: See how Drexel University manages New Student Orientation registration from both the student's view and the view of the University staff. We will provide a functional demonstration of how the Office of Student Life sets up the sessions by college and student type, sets the registration fees and session capacity, view registration reports and manage registration refunds. From the student's side we will see how they can register, add and drop guests, switch sessions, and submit registration fee all online. This registration was built in-house and interfaces with Banner.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3517: Non Standard Tapeloads - the PRAXIS and Misc Recruiting Files Tamed! (3517)
Back to top
Lead Instructor: James Irwin, Nicholls State University
Description: Let's face the facts – if something doesn't come delivered, it can have a chilling effect on development. Our College of Education requested that we be able to upload PRAXIS test scores. Additionally, LACRAO, the Louisiana Association of Collegiate Registrars and Admissions Officers, purchased a scanning solution allowing students to complete an online form, print a barcode, and scan this barcode at college fairs, eliminating the need for paper prospect cards and allowing for more efficient and timely data entry. What is to be done – Tapeload! By setting up and mapping the Praxis data file and some creative use of SOTCNVT, this information was quickly loaded. For the Recruiting file – again, simple tapeload setup (well not so simple) and UC4 automation = timely entry of hundreds of recruits that you met yesterday on the road. Based on Student 8.3, and UC4 V8.0 with Rapid Automation Agent.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3930: Online Graduation Application: Get Back Time in Your Day (3930)
Back to top
Lead Instructor: Carol Jones, Miami University
Description: Delivered in Banner 8, the Online Graduation Application through Banner Web is a feature that provides students access to apply for graduation around the clock. As an added side benefit, reduces time spent by staff on this task by at least half. In a time of strained resources, this feature is a no-brainer! Visit this session to walk through the set-up tables and see how we have made this work in it's baseline form! This session will be of interest to Registrar staff who work with commencement and graduation applications.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5189: Outcome Assessment Are You Getting It? (Not Fee Assessment) (5189)
Back to top
Lead Instructor: Wilma ('Billie') Watts, Western Washington University
Description: Are you capturing assessment results that provide information to make informed decisions about curricula and courses? Institutions of higher education across the country, and internationally, have recognized that a full commitment to teaching and learning must include assessing and documenting what and how much students are learning and using this information to improve the education experiences being offered. Outcomes assessment is now a requirement for accreditation by all higher education accrediting organizations. By articulating the main goals for a course and checking to see whether students achieved the goals courses can be improved and learning enhanced. Western Washington University has developed an outcome assessment tracking system that uses custom and existing Banner tables to track outcome assessments at the student and course level. This approach integrates Banner data to provide demographic and course reports using a data warehouse. Future goals include the integration of a test bank with assessment results. This system was given a "Commendation" by the Northwest Commission of Colleges and Universities. They stated, "WWU's Western Assessment Data Management System is a robust tool for linking articulated course assessments to student performance." Please note: This presentation is not about fee assessment.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4254: Post Banner Implementation (4254)
Back to top
Lead Instructor: Robert Kubat, Purdue University West Lafayette campus
Description: This session will discuss a large institution's post Banner implementation experience. The discussion will include topics such as: Governance structure, advisory committees, priority of enhancements, budgeting, reporting, communications, training, collaboration building, and security.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3809: Pre-Banner Academic History (3809)
Back to top
Lead Instructor: Scotty Schell, SunGard Higher Education
Description: Academic history from legacy systems may have been rolled, but what about hard copy transcripts, still under lock and key? This session will review the steps to create academic history in Banner from a hard copy transcript or student record and create an academic history record in Banner Student.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3768: Preparing for Evolution - Team Training and Onboarding (3768)
Back to top
Lead Instructor: Rod Morris, SunGard Higher Education
Description: This session will provide an overview of the process for creating a training plan for Horizon developers as well as the creation of the Horizon Development Guide.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4330: Programs, Degrees, and Majors - Oh My! (4330)
Back to top
Lead Instructor: Louis Jimenez, University of Alabama
Description: Staying on the right road to manage curriculum data and rules can be a challenge. We all need to add new majors, minors, and concentrations, while inactivating old codes. We need to maintain data integrity, but have demands for flexibility with multiple programs and field of study records, such as second and third majors, so that degree audits are accurate. This session will explore some of the issues faced at The University of Alabama in maintaining curriculum rules. We will examine: (1) basic maintenance of program codes and curriculum rules, (2) taking the leap to remove "Curriculum Checking" to allow flexibility with General Student field of study records, (3) expanding the number of programs and majors beyond the pre-Concurrent Curriculum constraints, (4) a workflow system for processing changes with a program of study, and (5) reports that help monitor program and curriculum rules and student data to ensure that by being flexible with field of study data we still maintain overall program data of college, degree and major combinations.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience3919: Pros and Cons of Open Learning Registration (3919)
Back to top
Lead Instructor: Timothy Johnson, SunGard Higher Education
Description: This session will address how to set up and use the open learning registration functionality in Banner Student along with its pros and cons. Find out how real institutions are using it.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4817: So It's Actually Pre? And Actually Requisite? Really? (4817)
Back to top
Lead Instructor: Christa Emig, Alamo Colleges
Description: The five Alamo Colleges went live with Banner for registration in Fall of 2010. The project involved moving the schools from five separate PLUS databases into one Banner database. This presented many challenges. One desire was to incorporate a curriculum coordination process with registration controls to build, implement, and actually enforce identified pre-requisites. When registration began, the system worked as designed. This was not always a good thing -- the theoretical and the practical proved be at odds with one another. Learn how faculty from five separately accredited colleges worked to identify pre-requisites for every course in the inventory, how pre-requisite checking was accomplished through a combination of form-based pre-requisites and CAPP, and how we dealt with the unintended consequences of implementing and enforcing both basic skills requirements and course pre-requisites.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required6220: Student Services Community Networking (BOF) (6220)
Back to top
Lead Instructor: Ed Hauser, SunGard Higher Education
Description: Jump start your Summit networking experience by attending the Student Services Community Networking Birds-of-a-Feather(BOF) for PowerCAMPUS and Banner users. Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Student Services Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3767: The Faculty Control Center for Self-Service Banner (3767)
Back to top
Lead Instructor: Micah Schaafsma, Seattle Pacific University
Description: Banner Self Service is lacking in tools for Faculty and advisors to manage their students. Join us as we take a look at the Faculty Control Center that Seattle Pacific University has developed to give faculty a plethora of information about their students and advisees available at their fingertips.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4046: Transfer Credit Triage and a Plan of Work Too! (4046)
Back to top
Lead Instructor: Gayle Reynolds, Wayne State University
Description: See WSU's web interface that combines our degree audit system with our Banner transfer tables to provide self-service transfer credit evaluations on demand. Potential transfer students can generate a degree audit of any program and see the equivalent courses at their transfer institution that meet the program requirements. WSU is a CAPP user for degree audit. We will also demonstrate our new interactive Plan of Work that is part of our web advising system. This system allows students and advisors to create, share and save multiple Plans of Work to our web interface. We use real course data in the Plans of Work to allow us to mine them for future course demand. We will conduct live demonstrations and provide technical data.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3754: Upgrades/Patches: Create Test Plans (3754)
Back to top
Lead Instructor: Carol Grey, Drexel University
Description: You are busy enough with your day-to-day workload when along comes another upgrade or patch. Now what do you do? Do you find yourself 'reinventing the wheel'? Having a pre-developed test plan will save you time and effort, get the right players involved, establish a routine that everyone can follow, and help ensure that upgrades and patches are handled efficiently and effectively for your institution. 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 8.4 will be used, but this applies to any and all upgrades. Anyone involved with Banner upgrade testing would benefit from this session.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4052: Using FGAC to Decentralize the Degree Certification Process (4052)
Back to top
Lead Instructor: Rod Hoewing, University of Illinois
Description: In combination with allowing students to apply for graduation using the Banner 8.3 Graduation Application process, we needed to allow our college offices the ability to update the graduation information on outcome records without allowing the college to actually award the degrees. Using both FGAC rules and Banner masking functionality, we were able to prevent college users from keying incorrect graduation dates for each term, accidentally charging graduation fees and creating or updating outcome records for degrees outside their college. The FGAC rules for outcome record updates included preventing the change of curriculum from one college to another. We do allow the college users the ability to see all outcome records regardless of college. I will show the FGAC and masking setup as well as present how the college users see and or update the records in Banner.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4469: Using the Flexibility of CAPP XML to Enhance Student Service (4469)
Back to top
Lead Instructor: Amanda Vasquez, The University of Texas at El Paso
Description: This session displays the enhanced functionality of CAPP XML. The University of Texas at El Paso (UTEP) presents various CAPP XML degree plans that meet the needs of various colleges, and which appeal to different student populations. CAPP XML has helped UTEP to meet diverse requests from our eight colleges, while providing a common outcome – clear degree plans that improve advising and shorten time-to-degree. Our session covers both functional and technical perspectives, including a wide range of requests that motivated us to explore the flexibility and enhancements of XML. Discussions will include a thorough overview of the implementation process from driving factors to future enhancements. This session will be beneficial for academic affairs representatives looking for ways to improve student advising and other student services. Additionally, technical staff members will benefit from a more extensive discussion of tailoring the XSL file. Direct examples will be given on having multiple style sheets, shading table rows, displaying rule descriptions and listing area GPAs.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3976: What's New in Banner 8 (3976)
Back to top
Lead Instructor: Antonio Trepesowsky, Sungard Higher Education
Description: You haven't moved to Banner 8 yet but you're trying to read up on the new functionality and how it will impact your business process. Save time, attend this session instead. We review the new components and also focus on the types of policy change battles you might want to start now to open the door for all the exciting new features.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3661: What's on the Horizon? (R) (3661)
Back to top
Lead Instructor: Jennifer O'Brien, SunGard Higher Education
Description: Project Horizon is the user interface modernization project within Banner Evolution that was introduced at Summit 2010. Come see the latest and greatest demo of Banner Student and see What's on the Horizon!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersCardinal Tracking, Inc.
3998: Cardinal TickeTrak Parking System Integration with Banner (3998)
Back to top
Lead Instructor: Lori Mauthe, System Integration and Information
Description: Cardinal Tracking and SunGard Higher Education Integration team have partnered together to develop a real-time bi-directional integration solution offered as a services engagement. Learn how to eliminate dual entry of user accounts, parking tickets and fines, leveraging Banner Web Services. Student Accounts Receivable transaction creation and payment are automatically synchronized in real time. The integration solution provides the parking department more time to collect on non-institution fines and tickets and increase collections overall. The IT staff is relieved of manual batch interfaces and adjustments. The accounting team is relieved of manual entry and has comprehensive audit trails and reports of all activities to support the parking operations on campus.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredCollegeNET, Inc.
3983: Academics + Events = Campus Collaboration (3983)
Back to top
Lead Instructor: Michele Whiteside, CollegeNet, Inc
Description: The synergy between academics and special events at many institutions can be elusive. The core mission for any institution is academics, but during these economic times creating revenue by bringing on to campus events and conferences can cause a discord. The ability to bridge this gap is a struggle that can either unite a campus or create pandemonium. By utilizing the right technology to create the connections can not only provide stability in an institution's balancing act but also create collaboration in best utilizing campus space to its fullest. In this session we will examine the Banner - R25 Interface and how bringing academics and events together can create a full campus-wide picture. Also we will look at the next web technology, 25Live, in which professors can see real-time classroom data, students can view their schedule, service providers can get their workorders, and event planners can view actual space availability without disrupting the academic schedule.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersEvent Management Systems (EMS) Software
4503: Moving to Centralized Resource Scheduling on a Banner Campus (4503)
Back to top
Lead Instructor: Sharyl Davis, Dean Evans and Associates
Description: Is your campus talking about implementing a single system for academic and event scheduling? This session will explore the benefits of moving to a centralized resource scheduling system for your campus. We will also be discussing successful strategies employed by other colleges and universities who have transitioned to a centralized scheduling system as well as factors to consider for a successful implementation. You will also learn how a centralized scheduling solution utilizes your current Banner or PowerCAMPUS implementation for improved academic class scheduling. This session is suitable for individuals and institutions that currently use EMS products as well as those institutions who are considering such campus wide scheduling solutions.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersInfosilem, Inc.
3665: Kent State University Story: The Real Business of Scheduling (3665)
Back to top
Lead Instructor: Stephane Booth, Kent State University
Description: This presentation is a real story associated with scheduling. Kent State University (KSU) automated the building of their course schedules and reached an 85% room utilization rate, increased their operational efficiencies and brought clarity to their scheduling operations. Encouraged by such success the University embarked on further refining their scheduling process. This interactive session is non-technical and provides examples from Kent State of how complex issues have implementable solutions. Find out how KSU evolved their scheduling operations and why scheduling today is one of the most important strategic step within Academic Affairs. Additional attention will be paid to Kent State's best practices, suggestions and the discussion of your scheduling challenges.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersPowerCAMPUS General Interest
4828: 10 Things You Should Know About Adult Learners (4828)
Back to top
Lead Instructor: Julia Gunter, Belmont Abbey College
Description: You can't deny it. Adult students are taking over our campuses and they are different than our traditional students. Adults learn differently, face different issues related to work-life balance, and have different needs. This session will provide you with a basic understanding of the adult learner and how your institution can best serve this diverse population. Anyone working in adult education and training sector, and those working in the field of Lifelong Learning will benefit from this session.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4423: Developing a Data Management Program (4423)
Back to top
Lead Instructor: Jason Degn, College of Saint Mary
Description: To measure effectiveness and make informed data based decisions, data must be accurate, consistent, useable, and accessible. College of Saint Mary (CSM) has recently initiated a quality improvement project to develop a data management framework to help protect, control, deliver and enhance the value of data and information. The presentation will explore fundamental data management topics as well as discuss CSM's findings and recommendations. The presentation will be particularly informative to users in small-to-medium sized institutions, who work with data and have struggled with accuracy and effeciency of systems.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3981: Innova College - PowerCAMPUS Implementation in Spanish (3981)
Back to top
Lead Instructor: Mario Herane, Innova College
Description: Our College went through a complete implementation of PowerCAMPUS and Microsoft Dynamics, which has the main characteristic that was implemented completely in Spanish on the side of the Student (Portal and Self-Service) and in English on the administrative side, because we serve the Hispanic community in the U.S. and in Latin America. Another main characteristic is that our school is 100% Online and based on lead management for admissions, so we are making use of some of the modules in very different ways, including Online payment and synchronization between our LMS and PowerCAMPUS. The implementation was for a school starting from zero, and it just took 4 months to be done, including the setup of the required software and infrastructure. The financial system is running with new alternatives of payment plan, that can depend on the profile of the student at the moment of admissions. The presentation will be about the different characteristics of this specific implementation and how with the help of SunGard Higher Education we were able to run a new College, in Spanish, with the Back office in English and in just 4 months.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3741: Introduction to Reporting Services for Beginners (3741)
Back to top
Lead Instructor: Joe Linder, Marian University
Description: In this session we will provide an overview of how to create a Reporting Services report. We will demonstrate how to create a report dataset from scratch or by copying and pasting data from a Vista View in PowerCAMPUS. We will also discuss using multiple datasets in a report. Additionally, in this session we will show how to: • Deploy reports • Set up security for reports • Export reports from Reporting Services into various formats (e.g. Microsoft Excel) • Use report subscriptions. We'll also show some examples of reports that Marian University has created and how we use them. This session will be based on using PowerCAMPUS 7.21 and SQL Server 2005. The session will not cover installing Reporting Services.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience2993: PowerCAMPUS - Dataflow (2993)
Back to top
Lead Instructor: Charlie Day, SunGard Higher Education
Description: Demonstrate how PowerCAMPUS works by following the flow of data for a new student with emphasis on hand-offs and responsible parties. We will identify key data elements you should be aware in some of the workflows. We will also point out specific data points that are flags or status markers in a workflow.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5585: PowerCAMPUS Advancement Reporting Using ReportBuilder 3 and Data Models (5585)
Back to top
Lead Instructor: Haegan Forrest, Lasell College
Description: As Lasell embarks on aggressive fundraising campaigns, it has become critical to empower Advancement staff to track, manipulate, extract and analyze meaningful data within PowerCAMPUS. At the same time, liberating the IT staff from the increasing demands of daily reporting and data management. The Advancement and IT stakeholders teamed up and employed data policies, developed four data models, trained staff to use ReportBuilder 3.0 reporting software, and developed key strategies for the use of the data within these models. The architecture of these data models was key to this project and planning with the help of an outside consultant was critical to the project. Join us in this session to learn from our mistakes and find out how data models and ReportBuilder 3.0 can empower your users write reports and manage their own data.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5550: PowerCAMPUS and Community Source Overview (5550)
Back to top
Lead Instructor: Jamie Battin, SunGard Higher Education
Description: This session will focus on the Community Source Initiative as it relates to the PowerCAMPUS product. Find out the responsibilities of technical and functional review committee. You will learn about the activities of the committee since Summit 2010. You will gain insight into the kinds of enhancements that are good candidates for Community Source.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3862: PowerCAMPUS Opening Session (3862)
Back to top
Lead Instructor: Renee Pacini, SunGard Higher Education
Description: Please join your SunGard Higher Education Product Management team to get an update on the PowerCAMPUS solution. In this session, you'll have a recap of recent releases as well as an introduction to new initiatives and functionality targeted for the future.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4145: PowerCAMPUS Reporting Using Microsoft Access (4145)
Back to top
Lead Instructor: Rich Burke, Roberts Wesleyan College
Description: This presentation will demonstrate how to develop and maintain a PowerCAMPUS reporting application using Microsoft Access. Topics covered will include exploring PowerCAMPUS data tables, linking tables to Access, building queries, and formatting reports. These skills will enable the experienced PowerCAMPUS user to develop custom reports without advanced programming knowledge. PowerCAMPUS 7.21, Microsoft Access 2007
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3370: PowerCAMPUS Self-Service: Getting Started with 7.21 or Above (3370)
Back to top
Lead Instructor: Adrian Smith, Northland International University
Description: A powerful part of the PowerCAMPUS product line is the use of Self-Service. Northland implemented Self-Service on day one of our launch in August 2009. After more than a year of use we have dug into the many aspects of Self-Service that empower our Faculty, Staff and Students. Our goal is to give an overview of the product, issues to consider during implementation of Self-Service, examples of how we have used the Self-Service features at Northland and what we are doing to extend the capabilities to meet our institutional goals. This demonstration will focus on versions 7.21 and 7.3x.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4978: Two Schools in One: Traditional and Cohort Programs (4978)
Back to top
Lead Instructor: Karl Horvath, Ph.D., Gwynedd-Mercy College
Description: Many Colleges and Universities are experienced at offering traditional semester degree programs but as Institutions reach out to the adult learning and continuing education markets this model may not match expectations and needs of the administrative process behind the scenes. Learn how Gwynedd-Mercy College significantly increased enrollment by creating new ways to manage non-traditional programs using PowerCAMPUS.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredPowerCAMPUS Portal
3681: PowerCAMPUS Portal Deployment at University of Mount Union (3681)
Back to top
Lead Instructor: Tina Stuchell, University of Mount Union
Description: The University of Mount Union implemented the PowerCAMPUS Portal solution in the Summer of 2008 Calling it iRaider, for the campus community. This solution, at the time, took place on an outdated Intranet and gave the University an improved method to communicate to students, faculty and staff. iRaider, The University Intranet, is a communication tool for students, faculty and staff. Enhancements regarding the look and feel have been made to make it unique to Mount Union. Enhancements regarding contents, forms and reports continue to be made to make iRaider an important resource.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited ExperiencePowerCAMPUS Student
4674: 101 Other Uses for Scheduled Actions in PowerCAMPUS - Part 2! (4674)
Back to top
Lead Instructor: Michelle McIntire, SunGard Higher Education
Description: Using Scheduled Actions to track activities that aren't Admissions Related. In this session, we will review ways that Scheduled Actions can be used to track documentation of insurance waivers, transfer credit documentation, conversations with students and many other ways to use Actions that you may never have thought of using!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4084: Application and Maintenance of PowerCAMPUS Academic Plans (4084)
Back to top
Lead Instructor: Mary Stone, Lubbock Christian University
Description: Learn how to apply a specific academic plan to a student, apply substitutions, and add minors and general maintenance. Learn the specific details of the plan that may prevent a plan from showing complete. We will discuss some registration problems caused by the academic plan and offer solutions. This presentation will be based on PowerCAMPUS version 7.3 but should apply to most versions.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4379: Bookstore Kiosk for Textbooks and Class Schedules (4379)
Back to top
Lead Instructor: Don Erlitz, Northwest University
Description: To help the flow of bookstore traffic, allow students quickly find their books, and provide convenient way to buy parking passes without overburdening bookstore checkers with paperwork, we built a kiosk. We implemented the kiosk using a standup computer rack on wheels, a compact form factor computer, a touch screen monitor, keyboard, and receipt printer. On this we have running a web browser placed into a "kiosk" mode (meaning no browser UI except the web page itself) and we developed a series of web pages specially formatted for touch screens (larger buttons, input fields, and a way to navigate back to a landing page). Now when students go to buy books at the beginning of a semester they can walk up to the kiosk right outside the bookstore, login using their school account information, and do two things: get a course list for the upcoming term printed on a receipt; request up to two vehicle parking passes (which they pay for at the bookstore). This system gives us the ability to provide students access to important information in a strategic location. Also implementing this system using a web browser allows us to easily and quickly add features and update information.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4051: Creating Academic Plans With Degree Requirement Setup (4051)
Back to top
Lead Instructor: Mary Stone, Lubbock Christian University
Description: Your Academic Plans are only as good as the base plan in Degree Requirement Setup. Learn from my experience the many details involved in creating the base plans for your academic plans. You will learn the most common mistakes that result in incorrect cumulative and/or major gpas plus ways to better represent even those pesky flexible requirements. We will learn from others in the class who want to share their experience and discoveries with us. As a team we can learn how to make Academic Plans work correctly for all of us to reduce stress as well as the telephone calls and emails from advisors and students.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience6205: Lunch - PowerCAMPUS Solution Customers (6205)
Back to top
Lead Instructor:
Description: Join your colleagues from the PowerCAMPUS community for this networking lunch.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4067: New Student Checklist - A Website for Incoming Students (4067)
Back to top
Lead Instructor: Rob Smith, Goucher College
Description: Goucher College has developed an online checklist for incoming students which is used to track the submission of placement tests, required forms, and orientation registration. Goucher has found the checklist to be a useful tool for communicating with incoming students, and preparing them to register online, between the time they deposit and the time they arrive for Fall Orientation. The foundation of the checklist is built using Scheduled Actions, and then ASP.Net is used to present the status of those scheduled actions to students. We began using the checklist when we were on version 7.12. The project was developed through a strong collaborative effort between the Academic Dean, the First Year Mentor, and Information Technology. The college has received benefits through streamlined communications with incoming students, the ability to monitor student engagement throughout the summer, and increased satisfaction with first year courses. Families have benefited from a concise list of required forms, placement tests, and house preference. Students appreciated the real-time feedback after they complete required tasks. The presentation will describe the decisions that were made by campus departments, the technology that was deployed, and steps used to make online registration possible for our incoming students.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3775: Panopto - Open Source Course Capture Program (3775)
Back to top
Lead Instructor: Don Erlitz, Northwest University
Description: Panopto is a course capture (open source) software. It captures the presenter & PowerPoint in both audio and video format for use by the student and faculty. This presentation will show how, at a low cost, the school uses a course capture software called Panopto. How to buy, implement, and use in a short period of time. Great for student absence, review for exams, and faculty review. We use it as an add on to Moodle which is directly connected to Self-Service. In an economy where it costs thousands of dollars to record classroom sessions for student retention and faculty review, even for the beginnings of online instruction, Panopto setup the way we have it was accomplished for 42 classrooms for hundreds.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience6206: PCUG Annual Meeting (BOF) (6206)
Back to top
Lead Instructor: Timothy Densmore, Tompkins Cortland CC
Description: This session is the annual meeting for the PowerCAMPUS User Group. Anyone who is a member of PCUG or considering being a member should plan on attending.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4183: PowerCAMPUS "Merge People ID": The Missing Manual (4183)
Back to top
Lead Instructor: Susan Worst, Harvard Divinity School
Description: The PowerCAMPUS "Merge People ID" function in the Record Maintenance workflow can be used to clean up duplicate records, but how exactly does it work? What criteria do you use to determine whether a record is a duplicate? How do you choose which ID to "keep" and which to "merge"? What data is kept during a merge, and which is deleted? And when is manual data entry required to ensure that critical data survives? This session will share Harvard Divinity School's experience with the "merge people ID" function in PowerCAMPUS 7.21 and offer tips for merging records safely. Intended for functional or technical users who regularly perform people merges.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3735: PowerCAMPUS Academic Plans: Tips, Tricks, and What to Avoid (3735)
Back to top
Lead Instructor: Ben Apperson, Belhaven University
Description: This session is intended for PowerCAMPUS users that are in the implementation or production phases of Academic Plans. We will be covering an assortment of tips to create and use plans better, tricks to make the plan work for your institution, and what to consider avoiding such as mistakes or system issues. We will also touch on simple Self-Service customizations to improve the Academic Plan.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4205: PowerCAMPUS Academic Records (BOF) (4205)
Back to top
Lead Instructor: Sandy Hendrickson, Northwest University
Description: This Birds-of-a-Feather (BOF) is primarily for Registrars and others Academic Records users. Discussion will be the primary focus 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? Bring your ideas, solutions, and questions to this session.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4976: PowerFAIDS Auto Packaging for PowerCAMPUS (4976)
Back to top
Lead Instructor: Karl Horvath, Ph.D., Gwynedd-Mercy College
Description: Financial Aid department at Gwynedd-Mercy College spent days, weeks and months in some cases manually processing Financial Aid packages for students. With assistance from the Admissions department by recording merit awards in PowerCAMPUS Financial Aid department and technical assistance from IT department Financial Aid Office was able to leverage this into an automated packaging algorithm that saved time and effort and dramatically increased the efficiency of the department and increased customer satisfaction.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4211: Stop Lists and the Self-Service Registration Process (4211)
Back to top
Lead Instructor: Sandy Hendrickson, Northwest University
Description: Every institution needs required information from each student. How to require and gather that information from every student can be problematic. Northwest University has added an online pre-registration step to the Self-Service Registration process that is controlled with a Stop List Hold. This session will cover the process as well as how the Stop List Hold is removed automatically once the online form has been completed. Great little feature!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4629: Training your Faculty for Self-Service (4629)
Back to top
Lead Instructor: Sandy Hendrickson, Northwest University
Description: Training Faculty with new procedures, processes, and programs can be challenging. This session will cover some of the techniques and tools that Northwest University uses to communicate and train Faculty regarding the services available to them in Self-Service as well as the functions that they must complete through the system. With technology changing rapidly, training materials need to be flexible and adaptable to both the new user and well as the tenured professor.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredThe CBORD Group, Inc.
4739: There Can Be Only One - Implementing a Card System (4739)
Back to top
Lead Instructor: Kathryn Matuch, Drexel University
Description: This session will review the project plan and process for implementing a new Card Transaction System. We will go over what worked and what we missed and what we would do differently the next time. Though this focuses on a Card Transaction System, the lessons apply to any system that involves software installation and integration, server set up, complex networking (PCI), and the involvement of many departments.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersTeaching, Learning and Student Success
Academic Technology Services
4958: A rSmart Sakai CLE Customer Success Story (4958)
Back to top
Lead Instructor: Josh Baron, Marist College
Description: In this session, Josh Baron, Director of Academic Technology and eLearning at Marist College, will share the college’s decision to migrate to the rSmart Sakai Collaboration and Learning Environment (CLE), the benefits the institution has seen in being a part of the Sakai community, and the power Marist College is realizing through the SunGard Higher Education/rSmart partnership. Marist College represents a model that any size institution can follow in selecting, implementing and supporting a robust and cost effective learning management system. Those evaluating potential learning management system options should attend this session.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6211: Academic Community Networking (BOF) (6211)
Back to top
Lead Instructor: Alan Hansen, SunGard Higher Education
Description: Jump start your Summit networking experience by attending the Academic Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Academic Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5039: Community of Learners or Circumstance (5039)
Back to top
Lead Instructor: Stephanie Glick, SunGard Higher Education
Description: We all know that our students are digital natives. They use mobile devices as if they were appendages to their body. They communicate in 140 characters or less. They are not bound by time limitations – they don't even wear watches. They are connected and in constant contact. Yet, most of the students do not bridge the technology that they use in their non-schooling time to learning. One of the new roles of educators is to help the student to bridge the gap between common use of technology and using the technology to assist them in learning and collaborating. This presentation will focus on the role of creating a community of learners in an ever increasing mobile, fast and virtual world. Etienne Wenger identified three crucial characteristics of a learning community: domain, community and practice. We will explore each of their characteristics and how the structured use of technology can transform our students from being part of a community of circumstance to a community of learners.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience3149: EDF 221 - Instructional Design 2, the Adventure Continues! (3149)
Back to top
Lead Instructor: Mary Jane Heider, SunGard Higher Education
Description: For over 10 years, Genesee CC has offered EDF 211, Instructional Design, as a professional development workshop for faculty that included sessions in pedagogy, educational philosophy, student learning outcomes and the principle of backward design. Every time the course was offered, students commented there was not enough technology training offered as part of the course. As a result of that observation, EDF 221, Instructional Design 2 was offered starting in Spring 2010. This follow-up class/seminar was designed and delivered by SunGard Higher Education Academic Computing staff as a fully online professional development workshop. The course built on the principles delivered in EDF 211, focused firmly on technology training and included topics in Social Networking, Audio/Video and advanced Blackboard topics (discussions, gradebook and assessments). Except for one class meeting at the end of the semester, all course sessions were offered online and participants worked on their own on projects and course assignments. A deliberately limited group of 12 faculty participated in the class. We'll take a look at what went well, what didn't go so well, the topics covered, what the participants thought and what changes were made for the next offering.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience3619: Flex Classrooms: Designing Today's Active Learning Spaces (3619)
Back to top
Lead Instructor: Richard Cosgriff, SunGard Higher Education
Description: Considering the evolution of educational technology, learning is no longer best achieved in a traditional classroom setting; rather, today's students demand a more sophisticated learning space. To that end, we must constantly explore innovative ways of successfully incorporating technology into the classroom. Connectivity, interaction, collaboration and the ability to support multiple methods of teaching and learning are all essential components of a Flex Classroom and when combined, create an Active Learning Space. Given the typical constraints university administrators and technology professionals encounter, designing such a room can prove challenging for universities, both big and small. This session will focus on how Immaculata University has implemented what we call Flex Classrooms and is intended for university administrators and technology professionals, or anyone else tasked with the challenge of expanding technology throughout their classroom buildings.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required5085: rSmart and SunGard Higher Education Partnership (5085)
Back to top
Lead Instructor: Alan Hansen, SunGard Higher Education
Description: Come learn all about the rSmart and SunGard Higher Education partnership and how the companies have come together to bring customers reduced total cost of ownership, seamless integration, and the full service support for the Sakai Learning Management System.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4949: Teaching & Learning, Products & Services Overview (4949)
Back to top
Lead Instructor: Alan Hansen, SunGard Higher Education
Description: Come learn all about the exciting new products and services that SunGard Higher Education offers or plans to offer in the area of Teaching & Learning. This will include Academic Services, Online Learning Services, the new rSmart Sakai CLE Learning Management System offering, the Epsilen ePortfolio offering, Banner integration for eLearning, and much more about future offerings. We will also present SunGard Higher Education's strategy in the area of Teaching & Learning.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4667: Teaching with Sakai Innovation Award -Tips and Suggestions (4667)
Back to top
Lead Instructor: Jonathan Pratt, SunGard Higher Education
Description: The teaching with Sakai innovation award is an international award run by the Sakai foundation. During this session, learn about the innovations that have earned places in the finals during the last few years. Additionally, tips and suggestions will be shared for fellow academics and educational designers interested in applying in 2011. This session is structured to foster interaction and discussion so that other interested academics and education designers have the opportunity to discuss their innovations or innovations. It is hoped that this session will promote the TWISA within the Sakai community and promote awareness of the value of pedagogy driven innovation in the Sakai and teaching technology community.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience4985: The CMS Conversion: Steps to a Successful Experience (4985)
Back to top
Lead Instructor: Jonathan Pratt, SunGard Higher Education
Description: Many colleges and universities have gone through painful Course Management System conversion experiences. Today, even more are evaluating their current needs and making decisions on their next CMS platform in an ever changing CMS marketplace. Once a CMS is selected, how does an institution seamlessly convert from one system to another? This presentation will discuss steps taken for a successful CMS conversion, from staging courses, designing a new CMS template, migration processes, reporting, and training. Some examples will focus on the successful conversion experience from WebCT 4.1 to ANGEL 7.3 at Galveston College.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3584: The Life and Times of Camtasia at Mississippi State University (3584)
Back to top
Lead Instructor: Tracy Craven, Mississippi State University
Description: In the spring of 2008 the Division of Academic Outreach and Continuing Education (AOCE) at Mississippi State University adopted Camtasia as our primary lecture capture software for distance education courses. In this session we will take a look back to our initial adoption to where we are today. A look at best practices for use, Advantages and Disadvantages, and file formats changes will be discussed. Over a span of 2 years we have upgraded from version 4.0 to 7.0, the quick transitions to new upgrades were a challenge and adjustment for faculty. The session will discuss our discoveries in how our faculty members use the program, their hesitations, expectations, and frustrations. Student outlook of online lecturing and expectations using lecture capture will be addressed. This presentation is intended for distance education providers, trainers, faculty, and any learner interested in lecture capture software and how it affected our university.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited ExperienceBanner Student Retention Performance
4744: Moving the Needle with Banner Student Retention Performance (4744)
Back to top
Lead Instructor: Tim Coley, SunGard Higher Education
Description: With Banner Student Retention Performance you can identify what retention programs are working, why they are working and what you need to do to create effective programs that will make a difference at your institution. This session focuses on combining strategic planning tactical execution and the capabilities of Banner Student Retention Performance to help students succeed persist and graduate.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited ExperienceBlackboard, Inc.
7119: Transforming the Experience of Education with Blackboard (7119)
Back to top
Lead Instructor: Jim Hermens, Blackboard
Description: Join Blackboard's Jim Hermens to hear the latest 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. Hermens will showcase how Blackboard Learn™, Blackboard Transact™, Blackboard Connect™, Blackboard Mobile™ and Blackboard Collaborate are evolving, and the impact they will have on the road ahead.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersCourse Signals
4883: Course Signals and Student Success (4883)
Back to top
Lead Instructor: Mark Wysoski, SunGard Higher Education
Description: Come see a demo Course Signals and learn about how this innovative predictive model and set of communication tools is improving student academic success at the course level, and improving retention. We will discuss Purdue's results, current product functionality, and future product direction.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersDegreeWorks
4559: DegreeWorks and TreQ Latest Features (4559)
Back to top
Lead Instructor: Jennifer Vangolen, SunGard Higher Education
Description: Functional highlights from the latest DegreeWorks releases are featured. This includes all releases post Summit 2010. Information about new web-based tools replacing the old PC-based tools, enhancements to scribe reserved words, enhancements to the Financial Aid audit, the new Athletic Eligibility audit, and new features to the DegreeWorks web interface will be shared. Information about Prerequisite Checking capabilities with Banner registration, as well as other Banner integration improvements are also among the topics covered.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5596: DegreeWorks Reporting (BOF) (5596)
Back to top
Lead Instructor: Luke Gentala, Liberty University
Description: DegreeWorks is an excellent degree audit solution that provides students with accurate information. However, underneath its attractive exterior lies valuable information that can help your institution improve processes, plan course offerings, and make important decisions. Summit is the perfect opportunity to meet contacts from other institutions with similar goals and share your successes and trials. Whether you're an amateur hoping to glean some wisdom or an old pro inching to share some tips, come join our DegreeWorks Reporting Birds-of-a-Feather and share in the benefit of collected knowledge.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4568: DegreeWorks Scribing Case Studies (4568)
Back to top
Lead Instructor: Mark Wysoski, SunGard Higher Education
Description: We will review scenarios from many different DegreeWorks implementations which represent some complex situations that often require more analysis before a scribing solution can be coded. These situations are typically discovered after the initial scribing effort is concluded.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4950: DegreeWorks: Managing Expectations and Success (4950)
Back to top
Lead Instructor: Zachary Hayes, Georgia Institute of Technology
Description: Switching from one degree auditing system to another is a huge undertaking that demands time, energy, and resources to implement. Success of a new product launch should not be measured by the software and hardware running, but the level of excitement and engagement advisors and students bring to the project. This session will include a brief overview of the Georgia Institute of Technology Registrar's Office implementation strategy and roadmap for DegreeWorks, with a focus on key stakeholders and participants in the project that helped manage expectations and success of this service to campus.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3078: DegreeWorks: Understanding the Auditor Algorithm (3078)
Back to top
Lead Instructor: Raymond Deans, SunGard Higher Education
Description: Understanding the auditor algorithm in DegreeWorks can help you scribe requirements differently to get better results and will help you answer questions asked of you about why certain results appear on the worksheet. This session will cover some of the core decision making processes the auditor uses to ensure requirements are met and to ensure the student gets the most efficient use of her classes taken. Those in the registrar's office and also those who advise students will benefit from this session. No specific version of DegreeWorks will be a focus.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4485: NCAA Athletic Certification Made Easy (4485)
Back to top
Lead Instructor: Denny Savage, The University of Alabama
Description: Tired of calculating progress toward degree percentages by hand? Looking for a way to automate your athletic certification process and ditch those paper files? This session is for you! Representatives from The University of Alabama and the Georgia Institute of Technology present an overview of their experience in an ongoing effort to develop an athletic certification component within DegreeWorks. Come hear about the ability to batch freeze audits for permanent, electronic certification records. Find out about the capability to code for the 6/18/24 hour rule, progress toward degree rule, and tiered GPA rules within your student athletes' audits. Discussion topics will include other currently available functionality, new features in development, and goals for the project moving forward including the desired ability to export athletic certification data directly into the NCAA's CAi compliance system.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3920: The DegreeWorks Roadmap: What's Up Ahead? (3920)
Back to top
Lead Instructor: Wayne Holt, SunGard Higher Education
Description: This presentation will review the major items in the current DegreeWorks Roadmap, including anticipated feature sets and target Releases (speculative). The audience will have the opportunity to share their interests in the future direction of the product family in an open discussion.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4542: Transfer Articulation with DegreeWorks (4542)
Back to top
Lead Instructor: Jennifer Vangolen, SunGard Higher Education
Description: The TreQ module for DegreeWorks provides a convenient way to manage transfer mappings and articulate transfer classes. With WebTreQer, prospective students can enter their transcript and quickly see how their classes would count towards degree completion at your institution. The TreQadmin tool allows articulation officers an easy way to maintain their transfer agreements, enter transcript data, generate degree audits on articulated courses and roll transfer data into the student system. This session will present an overview of these tools and how they can be used to attract transfer students.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersDesire2Learn Incorporated
4454: Desire2Learn to Banner Grades Export (4454)
Back to top
Lead Instructor: Drew Maddison, Desire2Learn
Description: In this session, Desire2Learn will demonstrate and discuss the Banner SIS Grades Export feature. This highly requested functionality streamlines critical processes by enabling the export of final grades from the Desire2Learn Learning Environment directly into Banner Student v8.0+. Desire2Learn will take session participants on a tour of how Desire2Learn and SunGard clients can implement this solution on their campus, and reduce the time and effort of their staff. This session will include a deep dive of the solution, as well as a discussion on how clients are using this on their campus. This session is relevant to instructors and system administrators.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience RequiredOnline Learning Services
4675: Building Retention Into Your Online Program (4675)
Back to top
Lead Instructor: Stephanie Glick, SunGard Higher Education
Description: This presentation will explore the critical academic and non-academic factors affecting retention in online programs starting with the quality interaction the student has with a concerned person on campus. Some of the critical academic factors that will be reviewed include course design, supplemental instruction, and learning communities including social networks. Some of the critical non-academic factors that will be reviewed include orientation programs, comprehensive services, first-year seminars and e-mentoring programs.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4391: The Hybrid Online Program: Creating a Learning Community at Pepperdine University (4391)
Back to top
Lead Instructor: Margaret Weber, Pepperdine University
Description: How does a hybrid program create an engaging and successful learning community for both students and faculty? This is a common question among many institutions looking to develop hybrid or fully online programs. The answer largely depends on the goals of the program, student participation, and the faculty. All three must compliment each other to be effective. This presentation will discuss the experiences of creating a hybrid learning community for Pepperdine University's new Hybrid Online Master of Arts in Social Entrepreneurship and Change. We will address elements including the first face-to-face session and how to get the most of out of the limited time we had in front of the students. How the program is designed to create a learning community and foster a successful learning experience. How we encouraged the students to look at the technology tools as learning tools. Finally, we will discuss how we addressed potential barriers to instruction and the continuous support for the students.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersPearson eCollege
7386: Customizing the Teaching and Learning Experience with Pearson LearningStudio (7386)
Back to top
Lead Instructor: Katy Kappler, Pearson eCollege
Description: For instructors and students, the LMS is only a portion of their overall educational experience. Learn about the unique approach Pearson eCollege has taken that allows customers to develop new, customized teaching and learning experiences for their institutions. See a demonstration of how this program has enabled the creation of rich mobile and social learning solutions and given institutions new ways to engage learners and drive participation and performance in the classroom.
Session Type: Presentation/DemonstrationTotal Online Program Services
4681: Marketing to the Online International Student (4681)
Back to top
Lead Instructor: Suzanne Kissel, Sungard Higher Education
Description: Attracting international students to enroll in online community college degree programs requires partnerships. This presentation will describe steps a community college should take in selecting a four-year partner and what are realistic expectations for these partnerships. Regis University and Fort Hayes State University will be used as examples to highlight the collaborative approach they use with community colleges to attract international students. Partnership elements discussed will include the contract, marketing including web sites, the curriculum (3+1 and 2+2), communications, faculty training, student support, and course development considerations. Participants will be provided with a check list of the major considerations for both the two- and four-year partners.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5023: Proving the Value of Adult and Online Programs (5023)
Back to top
Lead Instructor: Kamelia Valkova Turcotte, Eduventures, Inc.
Description: Higher education for non-traditional (adult and online) students has been described in terms of enrollment growth rather than outcomes. To help cement the value proposition of higher education for non-traditional alumni, this session will present the results of a study, the first of its kind, to better understand the views and experiences of this population. Armed with this data from some of the most prominent institutions in the nation about their experiences with academic, career, personal satisfaction, and affinity issues, Directors and V.P.s of Distance Learning, Continuing Education, and Development will be able to: • Provide evidence necessary to garner support from stakeholders • Define and measure specific learning outcomes of non-traditional students • Align the value of non-traditional delivery modes with President Obama/Lumina Foundation's educational attainment goals • Understand what constitutes meaningful, impactful enrollment that leads to desirable outcomes • Enhance the guidelines for program evaluation and improvement • Improve the overall quality of the student experience
Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersTechnical, Architecture & Integration
Banner Enterprise Identity Services
4502: Banner Enterprise Identity Services Overview and Update (4502)
Back to top
Lead Instructor: Mark Bolembach, SunGard Higher Education
Description: Banner Enterprise Identity Services (BEIS) allows SunGard Higher Education applications to integrate with Enterprise Identity Management Systems as well as CAS- and LDAP-based solutions. BEIS facilitates account provisioning from and to Banner in an IDM-controlled environment as well as single sign-on. This session provides an overview of BEIS, its features, configuration options, and will also include and update on recent enhancement releases.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4059: Banner, BEIS, and Active Directory Identity Integration (4059)
Back to top
Lead Instructor: Khouloud Hawasli, St. Louis Community College
Description: Identity integration is a major challenge facing many large enterprises today. STLCC's Technology and Educational Support Services Division (TESS) integrated SunGard Banner 8.3 as the authoritative Enterprise Resource Planning system with the College's Active Directory 2003 (AD) authentication system. Over the past two years, TESS architected an integrated solution that promoted consistent provisioning and de-provisioning policies and unified account management processes. This resulted in a completely automated single common credential for all of the college's constituents. Two middleware applications, SunGard Banner Enterprise Identity Services (BEIS) 8.1 and Microsoft Identity Lifecycle Manager 2007 (ILM), and a customized LDAP web service, were used to interconnect the two core infrastructure systems. A Services Oriented Architecture (SOA) was setup to handshake with the central system and the Microsoft Light Directory Service (LDS) via Web Services Description Language (WSDL) and Simple Object Access Protocol (SOAP). This customized LDAP connector web service was written to communicate to the LDS instance to populate identity information in real time using Oracle stream technology. Oracle stream monitors changes in the Banner database and triggers identity. Upon LDS update, ILM provisions users' accounts and updates global security groups to grant them appropriate and secure access based on their roles. Achieved
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4823: BEIS and CAS (1071) (4823)
Back to top
Lead Instructor: Damon Cody, Professional Services
Description: Structure and function overview of CAS (Central Authentication Service) and SunGard Higher Education support for CAS, especially as it pertains to using Banner Enterprise Identity Services (BEIS). The fundamentals of Central Authentication will be covered as the session drives toward a more technical overview of the SunGard Higher Education CAS extension. Extensions which allow SunGard applications to participate in WebISO Single Sign On environments, specifically CAS. This session is intended for Directors, managers and technicians for security and Identity and Access Management. Application administrators for CAS supported SunGard applications are also encouraged to attend.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5458: Identity Management Best Practice with Banner and BEIS (5458)
Back to top
Lead Instructor: Damon Cody, Professional Services
Description: Learn how schools leveraged Banner Enterprise Identity Services (BEIS) to integrate the Banner Digital Campus with Oracle Identity Manager, Microsoft ILM/Frontrunner, Novell Identity Manager, Active Directory and many other applications.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBanner Integration for eLearning
4429: Banner Integration for eLearning - The Next Generation (4429)
Back to top
Lead Instructor: William Bunte, SunGard Higher Education
Description: 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 Scrum Master for this product since its inception and is a member of the Global Architecture development team.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4420: Banner Integration for eLearning (BOF) (4420)
Back to top
Lead Instructor: William Bunte, SunGard Higher Education
Description: This Birds-of-a-Feather (BOF) is intended for existing and future clients of Banner Integration for eLearning. The session will contain an update of the latest version of Integration for eLearning (8.1 utilizing web services). An open discussion will follow with topics including, future plans for eLearning (both traditional and web services based), our development efforts with Learning Management Systems (Blackboard, rSmart, Desire2Learn, Moodle), Future Product Requirements, Outstanding Issues and more. The BOF leader has been the lead functional consultant for this product since its inception in 2003 and is a member of the Global Architecture development team.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4920: Integrating Banner with Blackboard LMS (4920)
Back to top
Lead Instructor: Corren McCoy, Regent University
Description: This session will discuss Regent University's data management policies and best practices for integrating Banner students, faculty, courses, and registration including drop/adds into the Blackboard Learning Management System (LMS). We will examine account and course naming conventions, data organization and ownership, and methods we have implemented for disabling and purging information from Blackboard using Banner business rules as the primary driver. We will also compare the pros and cons of the batch import versus Blackboard's snapshot synchronization methods along with the database and operating system processes we have designed to manage the entire workflow using Banner as the point of origin for all course-related data. We have been successfully using this automated process for more than five years to maintain data synchronization between Banner and the Blackboard LMS.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4956: rSmart Sakai CLE, Banner Student & Luminis Integration (4956)
Back to top
Lead Instructor: Alan Hansen, SunGard Higher Education
Description: Come learn all about the integration between rSmart Sakai CLE and Banner Student using the new data integration technology based on the new LIS 2.0 standard.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4904: Turbocharge GURIROL! (4904)
Back to top
Lead Instructor: Lyle Janney, Purdue University
Description: Before each academic session, you update GORICCR with the new ACTIVE_TERM and then run GURIROL to update the STUDENT and FACULTY roles (and probably others). And then you wait and wait for GURIROL to complete before running your extracts to update your portal and LMS with accounts, roles, enrollments, etc. Come see how Purdue University refined their role maintenance process using views and job automation to replace a nearly 12-hour GURIROL run with a process that still uses GURIROL, but now takes less than an hour from start to completion.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience RequiredBanner Technical
5210: 11g Fusion Middleware Tips and Tricks (5210)
Back to top
Lead Instructor: Ted Schmidt, SunGard Higher Education
Description: This session will discuss administering and managing Oracle 11g Fusion Middleware, the new version of the Oracle Application Server.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4982: A Beginner's Look at Creating a Web Page for SSB (4982)
Back to top
Lead Instructor: Dorothy Mayes, Tennessee Board of Regents
Description: This session will provide a beginner's look at creating a web page for Self-Service Banner. Participants in the session will be provided with the basic logic to create a PL/SQL package using baseline Banner packages to develop the SSB page and then "register" the page in WebTailor.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3531: A Day in the Life of a Banner Horizon Developer (3531)
Back to top
Lead Instructor: Robert Rullo, SunGard Higher Education
Description: As part of Banner Evolution, SunGard Higher Education has been changing the way it develops software. Come and join us in an interactive session where we'll discuss source code management, IDEs, testing, and continuous build integration. We'll also walk through Groovy and Grails development and the productivity gains it can provide. This session is for those interested in best practices we have learned while developing for Banner Evolution.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4499: Application Monitoring - Tracking Banner on a Budget (4499)
Back to top
Lead Instructor: Gerald Reed, Valencia Community College
Description: Find out how creative application monitoring can add value and intelligence to your existing Banner system and hardware-level tracking, without overburdening your IT budget. You'll learn how application monitoring complements system-level monitoring and adds a layer of security and control to what you may already have in place. Topics include: getting a baseline for Banner system "normality", and how tracking, alerting and intervening form a hierarchy of options to understand and control application performance for your users. Open-source tools for implementing monitors, real-world examples drawn from our own web and Banner monitoring, and the challenges and opportunities posed by requirements for non-intrusive monitoring all will be covered.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4579: Banner Technical Forum (4579)
Back to top
Lead Instructor: Les von Holstein, Datatel+SGHE
Description: Banner 8.X release plans and technical currency initiatives, including Oracle DB11g and Fusion Middleware. Q&A with Banner Architects.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4123: Basic PL/SQL Fundamentals, Techniques, and Tips (4123)
Back to top
Lead Instructor: Daniel Schoch, The Principia
Description: Learning Oracle PL/SQL can be a daunting task, due both to the nature of the programming language, as well as its tight integration with the Oracle DBMS. This presentation will give the beginner and intermediate Oracle PL/SQL programmer basic fundamentals, techniques, and tips for coding good PL/SQL programs. Topics to be covered include PL/SQL resources, standards and conventions, data types, program structure, functions, procedures, packages, modularization, error handling, overloading, loops, program initialization, and program cleanup.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience2904: Cloning Banner: New Modules, New Challenges (2904)
Back to top
Lead Instructor: Tom Smull, Lehigh University
Description: Considering the many software modules now available for the Banner system, creating a "test" version using Oracle's RMAN cloning facility is just a start in completing the task. This presentation will discuss the extra steps required to make a safe and secure test copy of a typical, full-featured Banner environment.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4837: Configuring Non-Luminis LDAP Single Sign-on for SSB/INB (4837)
Back to top
Lead Instructor: Sean McGrath, Virginia Commonwealth University
Description: Want Banner to provide Single Sign-on but don't have Luminis? As the Mid-Tier guide states, it is possible to authenticate SSB and INB against Directory Servers other than the Sun One Directory Server in Luminis. Want to see how we did it? Did you know, it's also possible to configure LDAP authentication for multiple Banner instances such as PROD and TEST? Before implementing Banner 7 (Finance, HR, Student) in 2006, Virginia Commonwealth University already had a university portal and an LDAP from other vendors. We configured our SSB and INB signon to authenticate against our existing Novell eDirectory LDAP and leveraged existing packages to push user LDAP password changes into the Banner Oracle database. We also configured our LDAP to allow authentication for multiple Banner instances such as TEST and PROD. This presentation will cover each step taken in the LDAP and SSB and INB environments. LDAP command files, GUAUPRF values, SSB LDAP values, and simple coding changes will be covered. The majority of the presentation will be concepts and steps to implement. Topics covered are not highly technical and non-technical attendees who want Single-Signon should feel free to steal the ideas and take them back to the geeks.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3615: Creating DB Solutions With a Banner Self-Service Front-End (3615)
Back to top
Lead Instructor: Gregory Amarante, Bucknell University
Description: At Bucknell, there are times when we want to augment Banner as an application and expand on functionality without making baseline modifications. We also seek to reduce and contain the number of unsupported, ad-hoc databases that some departments may develop using data reported from Banner. In order to effectively meet departmental needs for small applications that are dependent on Banner data we chose to create them alongside Banner using the Self-Service interface as our front-end. We will show you how we developed these solutions and review some of our most popular, fully integrated, "near-Banner" applications (International Education, Dean of Students Judicial Actions, Named Scholarship Tracking, Procurement Tracking, and more).
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3532: Database Extension Utility (3532)
Back to top
Lead Instructor: Rob Moyer, SunGard Higher Education
Description: Banner Database Extension Utility 8.0 adds six required columns to the database as part of the Banner Evolution project. The Banner Evolution is a 3 phased project (Database Extension Utility, Horizon and MEP) intended to: 1) Enhance the user interface of Banner 2) Provide out of the box support for Multi-Entity Processing (MEP) With the Banner Extended Database, achieved by running the Banner Database Extension Utility, SunGard Higher Education is diminishing the level of services required to make database modifications for multi-entity processing configurations, as most or all of these database changes are becoming baseline standards in Banner. Banner Database Extension Utility 8.0 applies to ALL Banner products: Banner Accounts Receivable; Banner Advancement; Banner General; Banner Human Resources; Banner Student; Banner Finance; Banner Financial Aid; Banner Document Management Suite; Banner Student Aid for Canada; Banner Flexible Registration; Banner Travel and Expense Management; Banner Integration and solution center localizations of Banner Applications.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4627: Extending Banner Security (4627)
Back to top
Lead Instructor: Mark Noll, Pacific Lutheran University
Description: Banner security works well for allowing users access to Banner forms and processes. However, maintaining security for a large number of users across several database instances can become a challenging task. Pacific Lutheran University has been a Banner client since 1996 and over the years has built a number of tools to extend and enhance the maintenance and use of Banner Security. Without modifying baseline, we've developed tools to do the following: * Grant/revoke Oracle roles based on security classes so users can access data from third-party reporting tools such as MS Access * Grant/revoke web roles for Banner Self-Service based on security objects * Limit rows returned by views based on security objects * Associate security classes with positions so a new hire is automatically placed in approved security classes * Use features added in the 8.x version of the Security Maintenance form to set account expiration dates, track additional information for an account, assign login calendars (to restrict days/times Banner can be used), and make use of security groups (super classes) This session will be a demonstration and discussion about PLU's methods and the benefits they provide. It is intended for anyone who maintains Banner security.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5001: How PCC Switched to Linux and Oracle Clusterware (5001)
Back to top
Lead Instructor: Brad Mathis, Pima County Community College District
Description: In July 2010 Information Technology saved Pima Community College $150,000 per year by implementing a redesigned Oracle environment. The original architecture consisted of two Sun E20K servers made highly available with Sun Cluster. These servers were replaced with five Sun x4600 servers running Oracle Enterprise Linux and single-instance Oracle databases on Oracle Clusterware. In addition to the server changes, the back-end storage system was replaced with a Hitachi 3080 network attached storage device. Savings were realized through lower hardware maintenance fees and the use of "FREE" Oracle Clusterware. Additional savings were achieved by moving from a fiber connected SAN to a gigabit Ethernet connected NAS. All of these savings were attained without a loss in performance or reliability. In fact, we have seen an increase in performance and a reduction in administration overhead. We will present the migration path, pros and cons of the new architecture, and the reasons behind our decisions.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3994: How to Convert a Banner Form to a Banner Horizon Page (3994)
Back to top
Lead Instructor: Margy Hockett, SunGard Higher Education
Description: Development session reviewing steps taken to convert a Banner Oracle Form to the new Grails framework.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6219: Information Technology Community Networking (BOF) (6219)
Back to top
Lead Instructor: Richard Lander, SunGard HigherEducation
Description: Jump start your Summit networking experience by attending the Information Technology Community Networking Birds-of-a-Feather(BOF). Meet and interact with others who share similar interests. During this BOF you'll have the opportunity to learn about key Summit sessions related to the Information Technology Community, participate in an interactive discussion about how to make the most of Summit, catch up friends, and make new acquaintances. Make plans to attend and help make your time at Summit a vibrant and valuable experience.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4317: Moving Towards 100% Banner Uptime (4317)
Back to top
Lead Instructor: Colin Abbott, McGill University
Description: As part of McGill University's Banner 8 upgrade we undertook a project to replace our hardware and to make Banner as highly available to the users as possible. This presentation will be of interest to the architects and decision makers as it will look at the approach that we took to define key metrics, compromises that were made to stay within budget, how we distributed the project into three phases and a review of lessons learned. Additionally, it will be of interest to technical DBAs as it will also look at: • New approaches to recovery using SAN snapshots and their integration with Oracle RMAN • Configuration and setup of Oracle flashback • Tips and tricks to use Dataguard including the new 11g feature called snapshot Dataguard • Setting up transparent application failover and the use of Oracle services for INB and Banner Self-Service. • Approach to disaster recovery for UC4 App manager, LMB and BIFEP. The presentation will wrap up with a review of common recovery scenarios and downtimes that McGill experienced over the past 10 years and how the recovery time for each has been drastically reduced with our new architecture.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required4695: Nothing Scary about the New UI (4695)
Back to top
Lead Instructor: Michael Reinhart Jr., Manhattan College
Description: This session will discuss the changes required for implementing the New UI with Self Service Banner within an Oracle 11g Fusion Middleware & WebLogic environment. Discussion of setup/configuration through Oracle's Enterprise Management including requirements and differences between previous releases of Oracle Application Server.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4279: One Server, One Fusion (4279)
Back to top
Lead Instructor: Don Thaler, Lehigh Carbon Community College
Description: This session will explore the best approach to installing 11g Fusion Middleware for Internet Native Banner and Self-Service Banner within one environment configuration (server).
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required5179: Oracle Database 11gR2: I Didn't Know You Could Do That (5179)
Back to top
Lead Instructor: Tom Kinderman, SunGard Higher Education
Description: Improve performance by changing your PL/SQL code only. A new dimension in the database can allow you to achieve zero-downtime during an application upgrade. This class examines some of these new capabilities found in Oracle Database 11g release 2.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4442: Project Horizon: Modernizing Banner in a Modern Methodology (4442)
Back to top
Lead Instructor: Rod Morris, SunGard Higher Education
Description: Modernizing Banner is one of the most challenging and exciting projects we've undertaken. Banner includes decades worth of proven programming styles and practices reaching back to a pre-Windows version. Moving it into a modern technology requires us to visit every line of code in the system. Automated techniques taken from ADM (Architecture Driven Modernization) are being used at each step of the way. These techniques accelerate development process, ensure a high level of consistency throughout the newly created code, and allow developers to concentrate on modernizing the critical business logic instead of spending time building infrastructure and "plumbing" code. Tools & techniques are being developed by SGHE which can be replicated by the IT departments in schools to modernize Banner customizations with the same accuracy and effectiveness as SGHE development teams. Further, the use of these techniques embraces iterative application modernization and horizontal change propagation. This will ease the effort in implementing system wide changes whenever there is a change/improvement in systems architecture or technology. We'll describe the tools and techniques we are using and illustrate how they are being used in the modernization process. This will also answer some of the questions regarding modernizing customizations customers have been asking.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 3 - Senior and Experienced Practitioners4427: Self-Service Delivery of On-Demand Documents (4427)
Back to top
Lead Instructor: Jennifer McMillan, The University of Alabama
Description: Each spring The University of Alabama (UA) will process over 5,000 letters of transiency for students wishing to take summer classes at a two-year institution. Previously this task was a manual, time consuming process for students and staff, as well as inconvenient for students to obtain the needed piece of paper. To the delight of both students and colleges, UA has implemented a method utilizing APEX (Oracle Application Express) and open source BIRT (Business Intelligence Reporting Tool) to provide students the ability to obtain a Letter of Transiency on demand thru Self-Service in the Luminis portal. Each request is logged allowing for detailed reports. This same logic and tools can be used to produce various documents on demand with detailed reporting. The documents are produced in pdf format, suitable for printing or emailing by the student. This solution integrates authentication with either SSB or CAS. This session will cover how to utilize this technology to better serve your students. In addition to Letters of Transiency, an institution might consider on-demand Letters of Good Standing, Enrollment Verifications, and more.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4723: Submit This! - Enhancing Job Submission in Linux Environments (4723)
Back to top
Lead Instructor: Kathryn Matuch, Drexel University
Description: For Linux environments, learn how to enhance Job Submission to achieve the following: 1.Send emails to users when a job completes with a status for success or failure. 2. Move files to and from the job-submission server for uploads or exports 3. Encrypt files for delivery to 3rd party vendors 4. Invoke SQLLoader prior to running a Banner process.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 3 - Senior and Experienced PractitionersDell, Inc.
4353: Dell Reference Architecture for Banner (4353)
Back to top
Lead Instructor: James Jordan, Dell
Description: SunGard Higher Education and Dell have jointly developed and tested a reference architecture and will share their experiences.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4979: ERP in the Virtual World: A Technical Perspective on Virtua (4979)
Back to top
Lead Instructor: James Jordan, Dell
Description: Security, access to information and technical architecture are critical elements when considering either moving your ERP into the cloud or providing virtual access to your systems. Join us for a technical review of ways to mitigate risks and ensure that your end-user community has uninterrupted ability to collaborate.
Session Type: Panel
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience RequiredEmerging Technologies
3535: Building the UI in the New Banner (3535)
Back to top
Lead Instructor: Robert Rullo, SunGard Higher Education
Description: Banner Evolution provides a rich user experience within Banner by using the ZKGrails plug-in. Through this plug-in we simplify the development of the user interface for everyday developers while still providing the hooks for those savvy web ninjas. The ZK Framework is a RIA AJAX framework that encourages server side development to create rich internet applications. It abstracts AJAX calls for you and allows you to code all of your UI logic in Groovy or Java without having to spend a lot of time worrying about generated HTML/CSS/JavaScript. Through its abstraction it provides the glue necessary to keep all those technologies working in harmony.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience3695: Horizon Architecture & Framework Overview (3695)
Back to top
Lead Instructor: Charles Hardt, SunGard Higher Education
Description: The Horizon architecture follows the Model-View-Controller (MVC) architectural pattern, and supports both RESTful endpoints and a rich user interface. This session will review the Horizon architecture, the technologies that are employed, and the key components of the Horizon framework. Specifically, this session will discuss Horizon security, the user interface, RESTful endpoints, transactional services, domain objects (models), and persistence.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 3 - Senior and Experienced Practitioners3697: Horizon's RESTful Support & Horizon Integration (3697)
Back to top
Lead Instructor: Dan Sterling, SunGard Higher Education
Description: The Horizon architecture supports exposing a RESTful interface for use by programmatic clients. This session will review REST principles, compare REST to WS-* web services, discuss ROA and SOA, and review Horizon's framework support for REST. This session will examine code to show how REST is supported and configured within Horizon. We'll look at a RESTful controller that exposes a 'resource' using various 'representations' (Grails default XML and JSON, and a custom representation that complies with an XML Schema).
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3533: Introduction to Groovy and Grails (3533)
Back to top
Lead Instructor: Robert Rullo, SunGard Higher Education
Description: Groovy and Grails are playing a key role in the evolution of Banner. In this session we focus on the basics of Grails. We will walk step by step on each aspect of the Grails framework by building a working web application.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4387: Questing for Grails (4387)
Back to top
Lead Instructor: Lyle Janney, Purdue University
Description: After learning about SunGard Higher Education's adoption of Grails for Project Horizon at Summit 2010, a team of developers at Purdue University set out to learn more about this technology. Learn how they got started, how they set up development environments and about some production applications they have built using the Grails technology. This session is appropriate for technical staff who want to learn more about Grails.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required3699: What's on the Horizon? (R) (3699)
Back to top
Lead Instructor: Jennifer O'Brien, SunGard Higher Education
Description: Project Horizon is the user interface modernization project within Banner Evolution that was introduced at Summit 2010. Come see the latest and greatest demo of Banner Student and see What's on the Horizon!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersIntegration Technical
4505: Banner Event Publisher (BEP) Overview (4505)
Back to top
Lead Instructor: Mark Bolembach, SunGard Higher Education
Description: The Banner Event Publisher is a new integration component that allows for the definition, monitoring, and publication of data change events in the Oracle database. Events are defined via a user-oriented tool and published to Oracle AQ for consumption by one or more applications. Learn how application integration is now simplified in a standard way.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6125: Integration Solutions Update (6125)
Back to top
Lead Instructor: Richard Moon, SunGard Higher Education
Description: 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, Integration for eProcurement and Web services.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersOpen Digital Campus Global Architecture
4814: Architecture of Highly Resilient Systems (4814)
Back to top
Lead Instructor: Hiawatha Battle, SunGard Higher Education
Description: Deep dive into the process of designing high-performance systems for critical applications including the review of application requirements, hardware and OS selection, best practices for the design and build-out of hardware, and documentation. Additionally we'll discuss capacity planning and performance management responsibilities and how to report this information to upper management.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4902: Only Five Into One - What Could be So Hard About that? (4902)
Back to top
Lead Instructor: Jo-Carol Fabianke, Alamo College
Description: The Alamo Colleges in San Antonio, Texas is the tenth largest college system in the United States, and the second largest system in Texas. The district includes five highly autonomous colleges, offers over 325 degree and certificate programs, serves about 100,000 students in academic and continuing education programs, employs about 5,300 faculty and staff, and had a budget of $277 million for 2009. The Alamo Colleges moved from five separate PLUS databases into one shared BANNER database. The implementation included Student, Finance, Human Resources, General, and Texas Connection functionality, as well as third-party products. Extensive preparation for the project involved partnership with the LECG-SMART consulting firm, a multi-year effort to standardize data and policies across the campuses, comprehensive project management and governance structures, and extensive planning with a wide-ranging and detailed approach to Business Process Analyses and re-engineering. There were things that went quite well, and things that, despite all of our efforts, could have been improved. We would like to share our experiences with this implementation from the point of view of upper institutional administration, and offer our insights regarding the planning and execution of a large and complicated ERP system project.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience3713: Steps to Transform Your IT Team Technologically (3713)
Back to top
Lead Instructor: Jaime Chambron, SunGard Higher Education
Description: Scared about the technical path ahead? Feeling behind the times? Come to this session to begin to tackle your tech transformation fears head on.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3933: The SunGard User Experience: The Future Look & Feel (3933)
Back to top
Lead Instructor: Kevin McCann, SunGard Higher Education
Description: Personalization, customization, accessibility and mobility. Learn how SunGard Higher Education is focusing on you and the value of your experience. Working to simplify the complex needs of higher education, SunGard Higher Education is committed to continual improvement of your experience. Attend this session to learn more about the future direction of SunGard Higher Education products and the focus on you.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3575: What is Multi-Entity Processing and What Can it Do for You? (3575)
Back to top
Lead Instructor: Jennifer O'Brien, SunGard Higher Education
Description: Wondering what Multi-Entity Processing is? Come along on the journey of being able to run more than one entity in a single database environment to lower your total cost of ownership. We will walk you through what is now a part of our baseline product.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersOracle
4550: Not on Your Watch! Protect Your Sensitive Information (4550)
Back to top
Lead Instructor: Kwesi Edwards, Oracle
Description: Identity Management and Security are top concerns for all of Higher Education. Recent incidents relating to information security have brought these issues to the forefront and have highlighted the liabilities that can arise when security measures are compromised especially in an SIS/ERP system. Unforeseen risks that can be associated with information technology loss include, reduction in research dollars, and damage to the College or University's brand. Oracle's Security and Identity Management allows institutions to securely protect institutional data, manage end-to-end life cycle of user identities across all institutional resources both within and beyond the firewall. In this session you will learn how Oracle's end to end security approach. Integrated identity management will allow you to deploy applications faster, apply the most granular protection to enterprise resources, automatically eliminate latent access privileges, and much more. Learn how to leverage the Oracle complete security offering to protect your most valuable IT assets. The Institution's life blood.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4154: ODS - Our Jobs Run Slow! Lessons From a Tuning Exercise (BOF) (4154)
Back to top
Lead Instructor: Zane Gray, University of Oklahoma
Description: Our report and query services users were reporting slowness issues specific to ODS and Data-warehouse query services. We had to determine metrics and quantify performance specific to the Oracle 10gR2 RAC environment. Through an iterative process of tuning along with functional users and database administrators; the systems and network administrators were able to identify a repeatable series of steps to reproduce behaviours experienced by the functional users. These series of steps were then reproduced in an isolated test infrastructure which finally highlighted the underlying issues and system and network parameters to configure for improving overall performance. During this knowledge sharing session we will present our metrics and methodology.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience4347: SunGard Banner on Sun Reference Architecture (4347)
Back to top
Lead Instructor: Keith Rajecki, Oracle
Description: This session will show how Oracle solutions support SunGard Higher Education's strategy to help universities build out a Unified Digital Campus. We'll show how we can help address the technical and operational challenges of building, managing and optimizing a campus-wide IT architecture including virtualization and consolidation with Exadata. At this session, attendees will see how the Oracle Reference Platform for SunGard Higher Education can remove cost and complexity, lower power and space requirements, and provide "always-on" services to students, faculty and staff. We will also touch on how SunGard Higher Education's Unified Digital Campus (UDC) Test Center tests, tunes and optimizes their applications on Oracle servers, storage and software to ensure scalable and reliable systems solutions for our joint customers. Showing how to get the most out of Oracle Technology in support of SunGard deployments. Experts from Oracle will answer your questions of running Banner and Luminis environments using Oracle hardware and software.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersPower CAMPUS Technical
3439: Adding Advisement Notes in PowerCAMPUS Self-Service (3439)
Back to top
Lead Instructor: James MacLain, Tompkins Cortland Community College
Description: At TC3 we do not deploy the PowerCAMPUS client to our faculty, so they do not have a method to add notes to the student's records. To get around this we created a Custom page in Self-Service to allow an advisor to add and view notes and comments about the student.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4036: Changing PowerCAMPUS Self-Service Stop List Business Rules (4036)
Back to top
Lead Instructor: James MacLain, Tompkins Cortland Community College
Description: Changing PowerCAMPUS Self-Service Stop List for different Business Rules. This session will show some simple code changes if you would like to display all Stop List Reasons or change the actions caused by the Stop List items to suit your schools business needs.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4948: Course Evaluation Options for use in PowerCAMPUS (4948)
Back to top
Lead Instructor: Tommy Jenkins, Belmont Abbey College
Description: Is course evaluations a tedious process and are you looking to simply this on your campus? Discover what features of SharePoint in Self-Service and Portal can be used to simplify and automate the course evaluation process. Requirements for course evaluations includes: anonymous submission, universal and easy to maintain templates, standards across all courses, ease of distribution and collection, tracking of submissions, and our plans for the future will be discussed. Come share your approach and learn about our discoveries and direction.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience3400: Creating SQL Server Analysis Services Cubes for PowerCAMPUS (3400)
Back to top
Lead Instructor: Aaron Kryger, Multnomah University
Description: In order to better address reporting needs at Multnomah University it was decided that a data layer would be created using SQL Server Analysis Services (SSAS). This will provide the university with a unified means of accessing PowerCAMPUS data. Reports will then be based on top of this instead of individual SQL queries. The hope is that this will lead to consistent reporting and ease of report generation. Many end user reports will be delivered using SQL Server Reporting Services. However, generating cubes with SSAS also opens up another reporting interface to end users that they are probably already familiar with, Excel. This presentation will describe the project Multnomah is working on, the trouble spots that have been encountered, and the successes.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4049: Custom PowerCAMPUS Self-Service Pages for Beginners (4049)
Back to top
Lead Instructor: Timothy Densmore, Tompkins Cortland CC
Description: What if you could add just one extra page to PowerCAMPUS Self-Service in order to meet your special need? This session is intended to show the most basic way to create a custom page in Self Service. We will first show how to create a static text page and second create a really simple user specific data display page.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required3764: Getting More Out of PowerCAMPUS (3764)
Back to top
Lead Instructor: Greg Litchfield, Grace University
Description: Did you ever wish you could add some new function to PowerCAMPUS or stop it from allowing people to do something? This presentation will show you how to add new functionality or limit existing functionality by using queries, triggers, stored procedures, or scripts. The presentation will include practical examples of things we have done, tips and tricks for writing these things, and samples of the code we are using. We will also talk about ways to help you make it through a software upgrade without losing all your work.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3389: Intermediate Techniques for SQL Server Reporting Services (3389)
Back to top
Lead Instructor: Aaron Kryger, Multnomah University
Description: This session will look into what you can do to enhance your Reporting Services reports and make them more dynamic. The elements we will look at will enable the report consumer to do more with one report, and so ease the burden on IT of generating multiple similar reports. This session will look into parameters, expressions, grouping, custom sorting, custom formatting, linked reports, dataset filtering, and charts as means of taking your reports to the next level.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4855: Managing PowerCAMPUS Test and Development Environments (4855)
Back to top
Lead Instructor: Jose Castillo, SunGard Higher Education
Description: Across the world PowerCAMPUS faces the challenge of managing and supporting teams in different time zones with different requirements. In this presentation we will show how the PowerCAMPUS development team manages their development and test environments.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience4923: PowerCAMPUS Active Directory (4923)
Back to top
Lead Instructor: Steve Wlodarczyk, SunGard Higher Education
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4924: PowerCAMPUS and Infinity Process Platform (4924)
Back to top
Lead Instructor: Jose Castillo, SunGard Higher Education
Description: In this presentation we will show you how PowerCAMPUS can interact with the Infinity Process Platform. Learn how this tool can improve the service to the community and how you can take advantage of it.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5072: PowerCAMPUS Suite Installation and Configuration (BOF) (5072)
Back to top
Lead Instructor: Steve Wlodarczyk, SunGard Higher Education
Description: This Birds-of-a-Feather session will begin with an overview of the configuration options available in PowerCAMPUS Self-Service, Course Home Pages, and Portal applications. The discussion will include membership and role provider settings and how they work with PowerCAMPUS Self-Service. The importance of Institution, Application, and Payment Processing will be discussed as well. This session will show you the power and ease of configuring PowerCAMPUS Self-Service to work with your existing Active Directory or Sql Server Instance. The Portal and Course Home Pages discussion will cover membership provider and role provider settings that are required to integrate with Self-Service, some specifics about SSO settings, an overview of code access security configuration, SharePoint terminology such as web applications, site collections, and sites, and will touch on the solution deployment framework and its use of SharePoint features. The session will also discuss release and upgrade paths. Please come prepared to ask questions on specific topics.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersServices - Technical
4247: Cloning a Digital Campus Environment (4247)
Back to top
Lead Instructor: Ted Schmidt, SunGard Higher Education
Description: Keeping your development and testing environments up to date often means 'cloning' the data and services from one environment to another. This session will discuss the preparation, cloning and post-clone steps required to duplicate a complete Digital Campus environment.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2916: Disaster Recovery Planning & Testing for Banner Systems (2916)
Back to top
Lead Instructor: Hank Classe, Southern University and A&M College
Description: Higher Education institutions are mandated by law to engage in business continuity and disaster recovery planning (BC/DRP). Rarely are such organizations successful in completion of such planning due to inherent complexities associated with assessing business and technical drivers, risk, cost, and recovery tests typically demanded by such engagements. Costs for the above contained within staff and services are often ignored by senior management in favor of other business needs. Risk associated with disaster is assumed with potentially dangerous consequences to an institution's data and reputation. This presentation will introduce learners to the core concepts of BC/DRP. Topics to be discussed are inclusive of the BC/DRP continuum, business impact analysis, preparing the disaster recovery portion of the plan, oracle and systems best practice for data protection and resiliency, various models of DR deployment, BC/DRP in association with the Information Assurance Framework, and alignment of the BC/DRP with Institutional mission and objectives. The experience of Southern University System as related to its recently completed certified BC/DRP will be shared, as will service offerings of SunGard Higher Education with respect to assisting the University in such planning. A starter kit of documents will be provided to assist learners in starting their own BC/DRP.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4200: FGAC Isn't a Four-Letter Word! (4200)
Back to top
Lead Instructor: Xiaobin Li, SunGard Higher Education
Description: Fine-Grained Access Control is a topic often shunned by IT staff, and avoided by functional staff. However, even in small increments, it can be used as another layer of security control to ease the potential of data misuse or security breach possibilities on both IT and functional staff. The University of Tennessee Knoxville worked with SGHE to develop several custom Banner forms that permit limited maintenance access to selected student data, using FGAC to control which students a staff member can update. FGAC can also be utilized by your institution without custom forms. In this session, you'll see those custom forms and learn how FGAC was set up. Examples will be Student functional, but FGAC is a universal tool for all Banner products.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5552: Leveraging the Oracle Data Dictionary (HOT) (5552)
Back to top
Lead Instructor: Mike Bates, Technical Practices
Description: Are you wondering how the technical team members produce that data you request? Become tech savvy! This will be a very basic introduction to SQL Structured Query Language, explaining basic database vocabulary and showing how to create simple queries. 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4610: Security in the Development Process (4610)
Back to top
Lead Instructor: Mac McKosky, SunGard Higher Education
Description: This session will review the components and process required for an effective security program to insure an optimal level of secure code. Components of this program to be reviewed will include training, scanning tools and response
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required5359: Upgrade - Follow the Sun and See the Light! (5359)
Back to top
Lead Instructor: Geoff Goddard, Victoria University of Wellington
Description: This presentation outlines Victoria University of New Zealand's approach to collaborating with SunGard Technical services in Australia, India and the USA to Upgrade our Banner system from 7.5 to 8.3 We used a follow the sun approach which enabled us to drastically reduce the outage to our users. Special attention is also paid to the process we employed to identify and quantify the impact the upgrade would have on our own customizations. This method employed third party search and comparison tools, a dedicated Database schema and ultimately yielded a comprehensive list of all impacted modifications. This presentation will aim to supply a toolkit of processes and tools to prepare you for a Banner upgrade.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersUC4 Software, Inc.
5050: Maximizing Banner® Digital Campus with UC4 Job Scheduling (5050)
Back to top
Lead Instructor: Matthew Busch, UC4 Software
Description: The UC4 Banner Enterprise Job Scheduler automates and integrates Banner® application processing with the rest of the Digital Campus, creating end-to-end process automation. It automates critical student administration processes including financial aid distribution, student letter generation, and student payments and can help build better relationships with students through improved service delivery. Today, more than 300 colleges and universities use UC4 to automate their Banner applications. This session will cover: •How the UC4 Banner solution can help enhance interactions with students and decrease administrative costs by reducing processing errors, eliminating bottlenecks that cause job delays and simplifying monitoring and reporting. •Best practices from a real world deployment at Angelo State University •The latest enhancements to the UC4 Banner solution
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4753: Schedule it and forget it! Use UC4 for Encumbrance Process (4753)
Back to top
Lead Instructor: Rose Flavin, Drexel University
Description: A detailed explanation of how Drexel uses UC4 to run the Encumbrance Process. The session will include how to set parameters, run days, run times, and send output to specific end users.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited ExperienceTechnology & Planning Services
Academic Technology Services
3925: Building Accountability and Assessment into Grants (3925)
Back to top
Lead Instructor: Dona Alpert, SunGard Higher Education
Description: Once your grant writing team has determined that a request for proposals (RFP) suits the goals and mission of your college - how do you design the required assessment and evaluation to meet proposal requirements? Written well, you know that the project meets institutional goals and objectives that provide a clear reason why your college has the best answer to the needs stated. But how do you provide evaluative data that make sense and match the expectations of the funding source while building on the college's institutional effectiveness? Assessment methods can be indirect, using criteria that assuming student strategies for success in learning have taken place, or they can be direct, by using criteria that measure student learning directly. From surveys to research projects, this session will leave you with several opportunities to meet the challenges of grant success and the best measures that meet the new benchmarks.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience RequiredAdvisory and Planning Services
4571: Bridging the Gap - A New Era for Collaboration (4571)
Back to top
Lead Instructor: Linda Perez, San Jacinto College
Description: How do we collaborate and communicate with other departments? At San Jacinto College, the Office of Research and Institutional Effectiveness is bridging the gap between our department and others to nurture collaboration in order to meet the needs of our institution. The relationships needed to increase communication can affect all areas including students, faculty, administration and co-workers. We will share our strategies on how to overcome the challenges to accomplish goals. Tools for the development of partnership and communication will be discussed.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4404: Bridging the Strategy Execution Divide (4404)
Back to top
Lead Instructor: Chrissy Coley, SunGard Higher Education
Description: This session explores how we can address the most common barriers to strategy execution through using the Balanced Scorecard as a framework for fostering improved performance. From strategy maps to identifying key performance indicators that measure tangible and intangible value creation. Come hear how other institutions have bridged the strategy-execution divide by transforming their 'strategic plan three-ring binder' into action.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3715: Business Process Management: A Catalyst for Improvement (3715)
Back to top
Lead Instructor: Jaime Chambron, SunGard Higher Education
Description: Learn how you can put a business improvement program in place and leverage SunGard Higher Education's free on-premise Business Process Management (BPM) technology, Infinity Process Platform (IPP), to enable continuous business process improvement and automation on campus today. We will discuss BPM and Service-Oriented Architecture best practices and other concepts that can create more flexible processes, organization and digital campus to meet end user needs.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4082: Crafting an Effective IT Strategic Plan (4082)
Back to top
Lead Instructor: Donald Dement, SunGard Higher Education
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4081: Five Steps To an Institutional Strategic Plan (4081)
Back to top
Lead Instructor: Donald Dement, SunGard Higher Education
Description: A Strategic Plan provides the framework that guides an institution or institutional entity toward the future, anticipating future trends, and formulating actions to meet predicted needs. This session will review a time-tested Strategy Management methodology to guide the development of institutional strategic plans that focus on the future needs of both the institution as a whole and its constituencies, e.g., students, faculty, staff, and the institutional community. Alignment with institutional goals, and appropriate state, federal, and accrediting agency guidelines are emphasized during this session.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4393: Maintaining Momentum for Continuous Improvement (4393)
Back to top
Lead Instructor: Kimberly Grassmeyer, SunGard Higher Education
Description: Long after the bells and whistles of a new implementation have faded, there is the difficult work of maintenance, upgrades, continuous process improvement and metrics tracking. Learn how Cuyahoga Community College IT/Enterprise Resource Planning staff and SunGard Higher Education services have teamed to ensure enterprise-wide momentum and optimum use of ever-improving functionality. Functional Banner users, enterprise architects and IT staff will benefit from this case study.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersApplication Hosting Services
6448: Rider University Improves Performance with Banner Hosting (6448)
Back to top
Lead Instructor: Carol Kondrach, Rider University
Description: Rider University is utilizing SunGard Higher Education's Application Hosting Services during their Banner implementation to provide a more streamlined approach to securing a high-performing, reliable environment for this enterprise application. This has provided them with the technical infrastructure and the skills, support and experience they require - at a more reasonable cost than they could achieve in-house. In this session, learn about the challenges that drove Rider University to select Application Hosting Services, their decision making process, their collaboration model with SunGard Higher Education on the ongoing improvement of this critical service, lessons learned thus far, and the work ahead.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersBusiness Process Modeling Services
4079: Revitalizing your Digital Campus (4079)
Back to top
Lead Instructor: Donald Dement, SunGard Higher Education
Description: Revitalizing your Digital Campus allows you to better leverage existing technology and achieve more effective and efficient business operations. This session will review the benefits of campus revitalization programs and highlight the steps in the process -- as well as reviewing common challenges with such efforts. Business process modeling, performance management, governance, change management, and data stewardship will also be addressed as part of the program.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersGrants Services
3638: Aligning Grant Strategies to Institutional Priorities (3638)
Back to top
Lead Instructor: Sharla Trimm, SunGard Higher Education
Description: Most successful college grant professionals agree-grant projects must move your college forward in meeting its mission, objectives, and priorities. There are thousands of funding opportunities available, so how do you determine which ones are right for your institution? Administrators and other staff who are interested in pursuing grants will learn strategies for identifying institutional priorities and planning a funding strategy that not only aligns to the priorities but that also considers what is feasible for your institution to pursue and manage. Participants will also learn strategies for gaining input from institutional leaders on critical projects and handling requests for grant support that are not aligned with the institutional strategic plan or priorities.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5000: Improving Communication Between IR and Grants (5000)
Back to top
Lead Instructor: Dona Alpert, SunGard Higher Education
Description: Institutional Research Offices are the primary source of the data needed to justify the need for grant projects, determine feasible objectives, and demonstrate project effectiveness. Join us for a panel discussion on strategies for initiating an ongoing dialogue between Institutional Research and the grants office. Grant funders are wise to the ways in which grant writers use data to demonstrate need and document success, and they are more focused on accountability and evaluation than ever before. How can these two departments work together, along with technology services, to achieve success?
Session Type: Panel
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4609: You Received the Grant - Now What? (4609)
Back to top
Lead Instructor: Myrtis Tabb, Delta State University
Description: In the fall of 2008, Delta State University was notified that their Title III grant application, "", had been awarded and fully funded. Two years into the award, the University has found that grant management requires diligence, commitment, and incredible record keeping and communication skills. The institution partnered with SunGard Higher Education for grants management and has found that the small investment has more than paid for itself. The institution is meeting all grant requirements, meeting all reporting timelines, and relies on SunGard to facilitate processes that would otherwise have been the responsibility of the faculty. The institution has found that this award has also resulted in increased grant applications on the campus (up 32% in two years) number of grant applications and an 18% increase in the number of awards received. Join us for a lively discussion on lessons learned, challenges encountered, and bridging the administrative and faculty divide.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersInstitutional Research Services
5066: Institutional Research Open Forum Discussion (BOF) (5066)
Back to top
Lead Instructor: Dona Alpert, SunGard Higher Education
Description: While there are many overlapping activities, Institutional Research practices are unique depending on each Institution's culture. This open forum will provide time to discuss Institutional Research issues and share experiences. We will discuss compliance challenges, best practices, data analysis models, accreditation, and reporting issues.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4672: Institutional Research Trends in Higher Education (4672)
Back to top
Lead Instructor: Dona Alpert, SunGard Higher Education
Description: Over the past few years, economic developments and accountability mandates have had a significant impact on higher education. Near future (three-year) forecasts indicate that these external forces will continue to influence college/university student enrollment as well as fiscal and personnel resources. Starting with a definition of institutional research in higher education, this presentation will bring together institutional research, enrollment (registrar, admissions and outreach), financial aid, and human resource professionals to discuss current and near future research issues impacting each of the focus areas. To be highlighted are enrollment forecasting and management; mandated state and federal reporting; student recruitment. Differences between types of institutions (e.g., private vs. public; research I vs. community college) will be addressed.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersProject Management Services
6983: Good to Great! Empower Your Teams for Successful Change (6983)
Back to top
Lead Instructor: Sue Thomas, SunGard Higher Education
Description: Every project manager is faced with managing a team of people to complete the project objectives. In most cases these team members do not directly report to the project manager, who has to effect change through influence as opposed to direct authority. This session will give leaders of any type tips and techniques to empower their teams.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3493: Innovative Change Management and Marketing Plan, Key to Success in Any Project (3493)
Back to top
Lead Instructor: Horacio Reyes, Whitney Colombia - Politecnico Grancolombiano
Description: Having a strategy for change management and a really good communication plan is key to have a successful project implementation. Creativity and the appropriate technological tools, offer a great opportunity to the project manager to align sponsors, leaders and users with the project goals. Among the different tools used at Politecnico GranColombiano we have a twitter account to publish real time news about the project; we put together a blog to convey a historical record and news; and with the students, we produced really simple videos to explain the concept of CloudComputing, and the project goals and rules, in a way that anyone can understand. We also built a new office for the project. It is equipped with colorful walls, pictures, logos, a relaxing room, a wall to visualize completed tasks of the modules, cartoons of the leaders, among others. All this in order to assure that everybody wants to be part of the project team, that they feel proud, and that they have all the tools needed to complete their assigned tasks. As part of the project control/execution we used SharePoint & Project server to keep track of the assigned tasks and to have all the project documents organized.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4939: Large Scale Upgrades Blending Waterfall and Agile Approaches (4939)
Back to top
Lead Instructor: Art Pittman, Wake Forest University
Description: This session will describe Wake Forest University's experience upgrading from Banner 7 to Banner 8. While all departments on campus using Banner were intimately involved in testing new functionality, it was the Information Systems department newly formed Project Management Office (PMO) that was instrumental in coordinating the interactions between the functional departments and the application developers. In collaboration with SunGard via their Process Improvement Assessment (PIA) services, the PMO was able to combine both traditional software development and project management models with more efficient and iterative agile techniques. The end result was a large scale project plan that was both collaborative and highly responsive to the needs of all customers. Also to be discussed will be the experience of reducing the extensive list of 'user required' modifications and how they were addressed during the upgrade process. This session will be beneficial for those who are currently using the traditional waterfall development methods and are considering moving to a more agile programming model such as Scrum. Those institutions who are also considering upgrading or even installing Banner will also find value in hearing about the uniquely collaborative experience at Wake Forest University.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6979: Quantum Leadership in the 21st Century (6979)
Back to top
Lead Instructor: Sue Thomas, SunGard Higher Education
Description: Many projects fail to achieve their objectives due to a lack of leadership on the project team. This session will describe techniques any leader can use to manage project environments in this rapidly changing world.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersTechnology Management Services
3937: Banner Security - What Do Your Classes Look Like? (3937)
Back to top
Lead Instructor: John Robbs, SunGard Higher Education - Managed Services
Description: Assessing requirements and defining details of Banner Security is a crucial step in implementing an effective enterprise application. Ensuring that the right people have access to the right functionality within the application makes Banner more effective and increases the productivity of technical and functional staff. A well designed security plan makes it easy evaluate and adapt to changes quickly and efficiently. This presentation includes procedures and examples which are proven methods of evaluating, implementing and maintaining Banner Security at many schools. While this is not necessarily the only way to accomplish this important undertaking, it is an effective practice honed from experience. We will cover design of security classes and groups, distributed security and security features new to Banner 8. We will also offer some additional ideas to streamline access requests and approval process as well as efficient analysis of security activity and policies to provide to auditors.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required7380: Best Practices in Reporting — Begin with the Right Process (7380)
Back to top
Lead Instructor: Maureen Carlson, SunGard Higher Education
Description: Successful reports come from good planning. In this session we will look at how to identify the right process to define, create, and deliver valuable reports for department leaders. We will also discuss some recent customer examples.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience7379: Delivering Business Value with IT (7379)
Back to top
Lead Instructor: Mark Bordwine, SunGard Higher Education
Description: IT offices bustle with activity every day, but how do we know that this activity is having an impact? Understanding, measuring and being able to explain the value of each and every IT activity is a crucial but often overlooked factor in IT success. This session will take a nuts and bolts approach to looking at the steps that IT can take to align itself with its customers and then capture and explain that value.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience7377: Enterprise Applications Maturity Model (7377)
Back to top
Lead Instructor: John Wilder, SunGard Higher Education
Description: Maturity models such has the CMMI from the Software Engineering Institute are a valuable tool for understanding IT services and focusing improvement efforts. The presentation looks at an IT services maturity model for the support, development and maintenance of Enterprise Applications.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience7378: ITIL/ITSM in Higher Education (7378)
Back to top
Lead Instructor: Mark Bordwine, SunGard Higher Education
Description: This presentation will provide the attendee a high-level overview of ITIL and how IT organizations in Higher Education are using the ITIL framework to improve their IT operational and support processes.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience7381: Making a Business Case for Cloud Computing (7381)
Back to top
Lead Instructor: Andrew Rosenberger, SunGard Higher Education
Description: Making a compelling business case starts with a clear understanding of what business problems you're trying to solve. As Institutions look for ways to reduce capital expenditures or maintenance costs, or simply manage costs more predictably over time, cloud computing is something that should be considered. This presentation provides the attendee with concepts and ideas that should be considered when building a business case for cloud computing.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience7376: SCCM, As a Comprehensive Desktop Management Solution (7376)
Back to top
Lead Instructor: Jerry Bishop, SunGard Higher Education
Description: Learn how the Chippewa Valley Technical College (CVTC) was able to successfully implement Microsoft's System Center Configuration Manager (SCCM) as a comprehensive desktop management solution. SCCM has enabled CVTC to automatically image any PC laptop tablet or server from a PXE boot start sequence through post-imaging configuration and application deployment. Using SCCM CVTC was also able to successfully integrate a patch management solution for desktops and servers advertise applications for self-service installations and better manage their software and hardware inventory. With SCCM CVTC seamlessly deployed 1000 new PCs and reimaged another 800 more over the college's summer break. They did this with minimal staff. Attend this session to gain insight on the many features of SCCM. This session is intended for site managers or administrators responsible for supporting multiple desktop and server computers running Microsoft Windows that are looking for a reliable comprehensive desktop management solution
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience4712: Survivor of the Fittest: IT Consolidation in Higher Education in 2011 (4712)
Back to top
Lead Instructor: Larry Singer, HP
Description: Larry Singer, HP's Vice President of Higher Education, K12, State and Local Government, and Public Health sales will talk about business and technology trends affecting all institutions of higher education. Acquiring solutions will involve an ever shrinking number of partners as the lines of battle are being drawn across campus. Only the most fit will survive and be able to support their products and services into the future.
Session Type: Presentation/Demonstration
Type of User: Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersUniversal Interest
6222: Arkansas Banner Users Group - ABUG (BOF) (6222)
Back to top
Lead Instructor: Scott Pruitt, SunGard Higher Education
Description: This Birds-of-a-Feather (BOF) session is for all attendees from any Arkansas or surrounding states using SunGard Higher Education products who are interested in participating with the ABUG community. Don't forget to grab your box lunch!
Session Type: Birds of a Feather (BOF) DiscussionCommunity Source/Commons
4525: A Day In the Life of a Community Source Contribution (4525)
Back to top
Lead Instructor: Patricia Tuchman, University of Illinois
Description: Are you curious about how the Community Source process works? This gleeful role-play exposes the inner workings of the committees that help a client-developed enhancement become a supported baseline feature. Anyone who has wondered about the mysteries of Community Source or who has a modification/enhancement that could benefit a significant number of institutions will be entertained while learning about the process and the players who make it happen. See the process in action, watch a mod go from initial submission through evaluation and find out its fate. Is it comedy? Is it drama? Is it just like "A Chorus Line?" Come and find out!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience5262: Collaborative Development - A Case Study of Web4Proxy (5262)
Back to top
Lead Instructor: Kevin Davidson, Rose-Hulman Institute of Technology
Description: One of the early submissions to the Student Functional Review Committee was Rose-Hulman's Web for Parents application. The Committee loved the functionality, but had a "few" things that they felt it needed. Since Rose-Hulman couldn't commit all the necessary resources to make the changes (which they liked!), a group of Banner schools came together to add the functionality. A key component of this work was using the Commons. In this session you will learn about the processes used to achieve this multi-institution collaboration and specific ways in which features in the SunGard Higher Education Commons facilitated group interaction.
Session Type: Panel
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience4518: Come Talk About Your Mods! (4518)
Back to top
Lead Instructor: Evelyn Michaud, University of Illinois
Description: Do you have a modification at your school that would be a good addition to baseline? Are you in the process of building a new modification? Learn how you can get your enhancement into baseline! Come talk informally with members of the Community Source Review Committees. This session is an opportunity for you to ask all your questions. You will receive tips on how to navigate through the review process. You will learn where to find the technical requirements. You will be able discuss your school's modification with members of the Community Source Review Committees.
Session Type: Panel
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4969: Come Talk to Committee Members about Committee Membership (4969)
Back to top
Lead Instructor: Victoria Van Horsen, The Principia
Description: Join us to learn about Community Source Review Committees, the various rolls within a review committee and how you can participate. We'll discuss the different aspects involved and what the expectations are along with how you will benefit from being involved. There will also be a brief overview of the Commons and some examples of modifications in the review process along with time for questions and answers with a panel of current members.
Session Type: Panel
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience3551: Commons Community Feedback (3551)
Back to top
Lead Instructor: Bill Hollowsky, SunGard Higher Education
Description: This interactive Panel session will discuss the benefits of using various Commons features to share and collaborate and share information on known issues. Panelists will also solicit suggestions from the audience on how to improve the Commons experience.
Session Type: Panel
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4879: Community Source - 1 Year Later (4879)
Back to top
Lead Instructor: Jim Madden, Wheaton College
Description: It's been a very busy year for the Community Source Initiative! Here is an opportunity to see Year One in review. A panel of Functional Review Committee chairs will talk about successes (the number of mods that have been submitted is simply amazing!), challenges (e.g. are there better ways for the Committees to communicate with you?), membership, and strategies for making Year 2 even better!
Session Type: Panel
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4309: Community Source Technical Standards - What, Where, Why (4309)
Back to top
Lead Instructor: Larry Holder, The University of Tennessee at Martin
Description: Come learn what the technical standards are for Community Source contributions, how to find the standards documentation, and how things flow in a technical review. Examples from recent code reviews, and where to locate them in the Commons, will be included. Discussion of the Community Source Initiative is welcome during Q & A time at the end of the session. Presented by Technical Review Committee members of the Community Source Initiative.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2 - Prior Knowledge and Experience Required4701: Geek Out in Code Camp - Collaborative Coding (4701)
Back to top
Lead Instructor: Kathryn Matuch, Drexel University
Description: This session will investigate the concept of Code Camps. Code Camps, as the name implies, are about coding and software development. It's an off hour forum for members of the developer community to learn from each other. Many application developers in the SunGard Higher Education community are eager to expand their skills through hands-on experience with the technologies, framework and methodologies used in SunGard products. What kind of regional and virtual meetings and online resources can we organize as a community so developers can share tricks and ideas, collaborate on development projects and even learn the basics of coding in a particular language? Code Camps can be a great opportunity for you to stay ahead of the curve, make sure your SunGard enhancements are cutting edge and share your knowledge with others. Learn more about what's possible and help shape the future of our developer community.
Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3552: So You Want Your own Commons Community (3552)
Back to top
Lead Instructor: Dale Sauro, SunGard Higher Education
Description: This Panel session will provide an opportunity for community members to talk with Commons administrators and experienced community owners about the process to request a new community, the benefits of forming a community and learn about the responsibilities of a being a community owner.
Session Type: Panel
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4489: The New Code Repository- What It Is & How It Works (4489)
Back to top
Lead Instructor: Ian Becker, Marist College
Description: Have you ever created a script that streamlined processes for you? Have you ever made a slight change to baseline that you feel others could also take advantage of? This session will go into details on how you can participate in the new Community Source Code Repository. This session will detail the process for reviewing code that is in the Code Repository as well as how to submit your own code. A live demo will be given at the conclusion of the presentation. The demo will showcase the ability to work collaboratively with your peers. This session will also introduce how the repository can work for sharing "Mobile Connection" apps.
Session Type: Panel
Type of User: Technical
Level of User: Level 1 - New‚ Limited Experience4759: When It Comes to Community Source Mods - Small is Beautiful (4759)
Back to top
Lead Instructor: Carol Powers, University System of New Hampshire
Description: To date, institutions have submitted mods to Community Source that are large and complicated. This session is looking for the opposite ... the small custom mods that every institution has developed in order to streamline business processes. These mods are "low-hanging fruit." They have been viewed as too small or too simple to bring to the table, when, in reality, these are the mods that make the big difference on a day-to-day basis because they increase efficiency and save time! Come hear about real-life examples of small modifications that have been submitted to Community Source and will become part of the SunGard baseline. Talk to the panel about your small modifications. Maybe you'll be the next one to make a small contribution to baseline!
Session Type: Panel
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersKeynote/Plenary/Guest Speaker Session
3396: Chief Information Office Effectiveness in Higher Education (3396)
Back to top
Lead Instructor: Dr. Wayne Brown, Excelsior College
Description: The higher education chief information officer is an important role. Unfortunately, a large percentage (45%) of them will retire in the next ten years. This presentation will report on the results of a longitudinal higher education CIO study (www.checs.org) and a new study that surveyed the people of the next organizational layer.
Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3940: Closing Session and Keynote Address (3940)
Back to top
Lead Instructor: Michelle Reed, SunGard Higher Education
Description: The Closing Session brings everyone together again on the last day of the conference, Wednesday, March 23 at 8:00 AM. Our closing keynote speaker will be Marlee Matlin, Academy and Emmy Award winning actress.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners2903: General Session & Keynote Address (2903)
Back to top
Lead Instructor: Ron Lang, SunGard Higher Education
Description: SunGard Summit 2011 officially begins with our General Session and Keynote Address, Sunday, March 20 at 12:30 PM. During this session, Ron Lang, CEO, SunGard Higher Education will welcome you to New Orleans and talk about the vision for the company. Our feature keynote speaker is Cokie Roberts who will share how higher education and its students faculty, and staff embraced the city in the aftermath of Katrina and have contributed to it recovery.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3402: Plenary: Creating Campus Communities for Student Success (3402)
Back to top
Lead Instructor: John Gardner, USC Columbia
Description: John Gardner, once dubbed in Change magazine as an "agenda setter" among leaders in the academy, has utilized a lifetime tactic of collaboration to achieve his overall goal of increasing student success, first with the National Resource Center on the First-Year Experience and Students in Transition at the University of South Carolina and then with the John N. Gardner Institute for Excellence in Undergraduate Education. However, this has involved many challenges as bridging administrative, academic, and student service silos is so counter culture in the higher education setting. In this era of declining resources and heightened calls for accountability, collaboration is needed more than ever for attaining overall institutional effectiveness, and especially as a means for promoting student learning, retention, and success. But, how do you begin to build collaborative partnerships among administrative, academic, and student service areas? What would you be willing to give up for the common good and your students' welfare through collaboration? And what might you, your institution, and your students reasonably expect to gain in return? This session will focus on the conference theme, Community and Collaboration, as a paradigm for sharing the speaker's widely replicated philosophy and practices to increase student success.
Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6201: Plenary: DIY U: The Coming Transformation of Higher Education (6201)
Back to top
Lead Instructor: Anya Kamenetz, Fast Company/Yahoo! Finance
Description: What is DIY U? How will personal learning networks change the face of education? And are we ready? Join author Anya Kamenetz as she challenges us to rethink how institutions deliver higher education. She will explore how we can create more meaningful and practical learning experiences for our students and help them make the most of their time in college.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersMeals/Receptions
9902: Collaborative Hall Welcome Reception
Back to top
Lead Instructor:
Description:9903: Monday Breakfast
Back to top
Lead Instructor:
Description:9904: Monday Buffet Lunch
Back to top
Lead Instructor:
Description:9901: Sunday Brunch (9901)
Back to top
Lead Instructor:
Description:9905: Tuesday Breakfast
Back to top
Lead Instructor:
Description:9906: Tuesday Box Lunch
Back to top
Lead Instructor:
Description:9907: Wednesday Breakfast
Back to top
Lead Instructor:
Description:Special Interest
6204: Banner Digital Campus: Leveraging the Principles of the Open Digital Campus (6204)
Back to top
Lead Instructor: Dave Becker, SunGard Higher Education
Description: It has been almost two years since SunGard Higher Education introduced the Open Digital Campus vision and strategy. Join SunGard Higher Education in the opening session to learn how we have delivered on that strategy and how it impacts your Banner Digital Campus. Hear what's new from Mobile Connection to the Banner Evolution, and learn about the exciting new offerings, functionality, and services designed to help you meet your business challenges today and tomorrow. Be sure to attend this session; it's a great way to start the conference!
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners7387: Community Source Initiative Annual Meeting (BOF) (7387)
Back to top
Lead Instructor: William Thirsk, Marist College
Description: Meet with the Community Source Initiative Board of Directors and learn more about Community Source, its 2010 accomplishment and 2011 plans. All SunGard Higher Education customers are welcome! Just over a year ago, the idea of creating a community of developers to enhance SunGard Higher Education products started a cascade of activities that have led to enhanced functionality in SunGard products, customer-oriented Developer’s Guides, the first Code Camps and a new Shared Code Repository. Already, many technology and business professionals are contributing their time and their expertise to Community Source. This is an exciting time for those of us who believe that the knowledge of developers and users who use SunGard systems every day can, through the Community Source Initiative, benefit the entire SunGard customer community. Anyone using any SunGard Higher Education product can participate in and benefit from the Community Source Initiative. See how at the Annual Meeting.
Session Type: Birds of a Feather (BOF) Discussion7383: Interdenominational Worship Service (7383)
Back to top
Lead Instructor: Toni Newlin, Taylor University
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3506: Large School Consortium (BOF) (3506)
Back to top
Lead Instructor: Rory O'Neill, University of Alaska System
Description: The Banner Large School Consortium is an organization consisting of higher education institutions seeking improvements to the Banner Information System. The mission of the consortium is to focus on the special needs of large institutions by working collectively and collaboratively amongst the membership and with SunGard Higher Education. * Identify functional and technical improvements for the Banner software products. * Identify improvements to existing services and recommend new service opportunities * Facilitate communication between SunGard Higher Education and among constituents on identified issues * Influence product design and direction * Leverage the resources of the membership and SunGard Higher Education to develop and deliver software and service improvements.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3483: MABUG: Mid-Atlantic Banner Users Group (BOF) (3483)
Back to top
Lead Instructor: Kerri Chapman, University of Richmond
Description: MABUG birds-of-a-feather meeting to bring members up-to-date with the MABUG organization and future conferences.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6221: Ohio Banner Users Group (OBUG) (BOF) (6221)
Back to top
Lead Instructor: Suzette Compton, Ph.D., PMP, SunGard Higher Education
Description: OBUG box lunch. Attendees should grab their box lunches and come to the designated room to meet with other Ohio clients and SunGard Higher Education representatives. The group will be divided into topic areas for discussion.
Session Type: Birds of a Feather (BOF) Discussion3131: PABUG Annual Meeting (BOF) (3131)
Back to top
Lead Instructor: Beth Hess, Saint Joseph's University
Description: Meet with PABUG Officers and Track Leaders to discuss upcoming events and the issues most important to you. We welcome our friends from neighboring states who have previously attended/participated in our annual conference.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3886: Partner Ecosystem, SunGard Higher Education "Collaborative" (3886)
Back to top
Lead Instructor: Jim Bean, SunGard Higher Education
Description: The SunGard Higher Education Collaborative represents the ecosystem of partner companies that we work with to provide additional value to customers-and includes hardware, software and service-providers that complement SunGard solutions. This session will provide an opportunity to understand our evolving strategy for the Collaborative; learn how new partners enter the program; review how the Collaborative enables flexibility, efficiency, innovation and cost-effectiveness for higher education institutions; and provide an opportunity to provide real-time feedback and guidance to SunGard, so the program can continue to evolve and be optimized to meet the needs of higher education institutions.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3357: SETA - The User Group for You (3357)
Back to top
Lead Instructor: Stacy Hammond, Indiana State University
Description: 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4851: State Systems (BOF) (4851)
Back to top
Lead Instructor: Karen Nunn, Georgia BOR - ITS
Description: This meeting 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.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical
Level of User: Level 2 - Prior Knowledge and Experience Required5169: Summit First Time Attendee Orientation (5169)
Back to top
Lead Instructor: Ron Mickey, Datatel+SGHE
Description: Please join the SunGard Higher Education representatives as we welcome all first time Summit attendees to New Orleans. 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.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners6203: Tennessee Banner Users Meeting (BOF) (6203)
Back to top
Lead Instructor: Sally Johnson, SunGard Higher Education
Description: This Birds-of-a-Feather (BOF) session is for all attendees from any Tennessee institution using SunGard Higher Education products.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners7385: Texas Connection Consortium Meeting (BOF) (7385)
Back to top
Lead Instructor: Scott Arnett, SunGard Higher Education
Description: This meeting is for public universities and community colleges which are members of the Texas Connection Consortium. 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
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners7384: Upper Midwest Banner Users Group Meeting (BOF) (7384)
Back to top
Lead Instructor: Barbara Smith, Bethel University
Description: This session is for all attending from institutions in the Upper Midwest (MN, WI, IA, ND,SD). It will include an opportunity to meet with targeted SunGard Higher Education product representatives on selected topics. Guests will have an opportunity to learn more about UMBUG membership and benefits.
Session Type: Birds of a Feather (BOF) Discussion
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners9911: Visit Collaborative Hall
Back to top
Lead Instructor:
Description:Thought Leadership - Not Related to a Specific Product or Service
5264: Applying Lincoln's Leadership Principles to IT (5264)
Back to top
Lead Instructor: Timothy Foley, Lehigh University
Description: Leading and managing in troubled times is a major issue in today's dynamic and stressful information environment. Lincoln's leadership style and the principles that he followed relate directly to running and managing an IT organization. Some examples of his principles are: learn from and acknowledge your errors; shine the light of success on staff; be visible in bad times; take responsibilities for others errors and praise their success; hire talented people to compensate for your weaknesses; humor is important; and do not swap horses in main stream. After the session participants will be encouraged to contribute to an on-line document offering tangible examples illustrating how Lincoln's leadership principles apply to IT management.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4129: Business Process Analysis (BPA): Worth the Time and Effort (4129)
Back to top
Lead Instructor: Sue Jennings, Pacific Lutheran University
Description: Business Process Analysis (BPA) workshops examine business processes within and across departments. The results of theses examinations have the potential for increasing the effectiveness and efficiencies within departments. These workshops are typically done during the implementation cycle, however, they are beneficial whether you are implementing a new technology, just finished implementing a new technology, or have been using that technology for years. BPAs give you the structure to evaluate current processes for possible improvements and to help identify training needs. This presentation will give you some guidelines on how to justify the resource investments, conduct the workshops, and how to follow up effectively.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners3842: Data Security: It's All About the Desktop (3842)
Back to top
Lead Instructor: Bret Ingerman, Vassar College
Description: Data is only as secure as the weakest link. Despite our best efforts to secure our central data repositories, the reality is that our data is only as secure as the desktops, laptops and users that connect to and access the data. After our share of viruses, trojans, and simple carelessness, Vassar is implementing a broad spectrum of desktop technologies and policies, including best-practices and new-practices, to tighten security and increase awareness. We believe that the approaches we are taking easily apply to public and private schools of all sizes and work well for an institution, division, department or even an individual. Not only will we present specific solutions that we have implemented (both technological as well as policy-based), we will share some of the strategies we are using to help others see the need for and value of these changes. Specifically, we will talk about how to engage Senior Staff as well as department heads and individuals in the process. Finally, we know that these changes will help Vassar to become more sensitive to, and more protective of the personally identifiable and confidential information that is trusted to our care. We believe that other institutions can similarly benefit.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4392: IT's Role in Dissolving Silos To Achieve the "Impossible" (4392)
Back to top
Lead Instructor: Jenny Walsh, University of Portland
Description: Five administrative, academic, and student services offices want the same technical solution – document management. They aren't talking though and don't know about the other's needs. Five different vendors offer more features than a single office wants at a price a single budget can't afford. Sound familiar? How about the solution? Fast-forward 18 months: 16 offices are invested, a vendor is selected, $200K of funding approved, the technical solution implemented, and ten offices are operating at production. We will articulate the under-estimated collaborative potential of the campus IT administrative support office and present our process for bringing together busy, diverse offices to forge consensus, build buy-in, and commit to the solution from the ground up. We will demonstrate a unique approach crafted from a sound project management foundation; orchestrated, nurtured, and supported by IT; that provides a context for separate and distinct offices to find their commonalities, understand their differences, and own the solution. The momentum built through this approach drives a level of success that doesn't seem to slow.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners5040: LIKE! 7 Incredible Benefits of Using Social Media (5040)
Back to top
Lead Instructor: Tracy Stewart, Regent University
Description: Our current and future students are congregating online and seeking answers to important questions. With social media, we begin to have a better understanding of how online content is consumed and influences the selection of a college or university. Integrating social media into your student recruitment activities can deliver surprising and amazing results. Learn seven high-impact benefits of using Facebook, Twitter, YouTube, blogs, and other online communities. See real-life examples of how you can use social media to increase interest and referrals, as well as accelerate the decision cycle in choosing a college.
Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4959: Practical Agile/Scrum Experiences (4959)
Back to top
Lead Instructor: Greg Huseth, Student Information Systems, OIT/EIS
Description: Over the last 1.5 years Georgia Tech Enterprise Information Systems Division has facilitated multiple development projects using Agile/Scrum methodologies. Using traditional self-service Banner, Adobe Flex, and Luminis development tools, Agile teams have brought forth new applications as well as modernized/extended applications using these techniques. The purpose of this session is to use this experience in this development methodology to answer the questions relative to value, reusability, and extendibility of it to other and different projects. Attendees who have the basic understanding of the methodology should take away an "on-the-ground" perspective of how Agile/Scum ideas, techniques, and modified approaches can be used to enhance development activities. Issues and challenges discussed include: * What projects are good candidates for Agile techniques? * What artifacts are necessary/useful in the process? * How does the testing of development output meet the audit and change management standards of the organization? * How does it work with teleworking? Do/Can teams work well in the same room for 8hrs/day, 5 days a week for the next …..? * How is the functional /Stakeholder participation in the process working in practice? Actual Student Information System development projects will be reviewed and discussed relative to these and other questions.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 2 - Prior Knowledge and Experience Required3410: The Time Imperative: Efficiency vs. Effectiveness (3410)
Back to top
Lead Instructor: Joe Belnap, Utah Valley University
Description: Don't you wish you could make time stand still to get more done? Time is the only thing on this earth we can't get back, yet we get the same amount each day. So why do we always feel like we never have enough? Time Management is more about being than doing; it's about how we use our time. The topics covered are: • Being Present • Goals & Activities • Calendaring & Scheduling • Staying Effective • Avoiding or Overcoming Barriers • Self-Betrayal & Self-Deception This session is designed to give you the skills to make the most of your time by using time as a tool. It will teach you the importance of quantity and quality allowing you to not only live the years of your life, but also bring more life into your years.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical, Strategic (Executive Level)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced PractitionersTraining Services
3067: ABC's of Training and Training Tools (3067)
Back to top
Lead Instructor: Linda Dorn, University of St. Thomas
Description: Do you need to train staff members within your department or an entire university and you're not sure where to start? Are you debating between offering computer based and classroom training and not sure which one to offer? Have you wondered about the types of tools that are available for computer based training and documentation? Come to this session to learn the ABC's of my training program at the University of St. Thomas. I will share information on tools such as SnagIt and Captivate and show examples of how I have used these for my training program. I'll also share information regarding training prior to upgrades and the process that we use for training new employees. There's no need to reinvent the wheel. I will share many items that you can use upon your return to your university.
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative), Technical
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required4465: Developing Online Training (4465)
Back to top
Lead Instructor: Shawn Dinnocenti, SunGard Higher Education
Description: A session which highlights best practices for developing online training. Discussion will revolve around timelines, approaches, tools, consistency of design, resources required, etc. Clients would be encouraged to share their experiences and we would demonstrate the Digital Campus Academy. We would elaborate on the work it has taken us to develop this training and the potential cost savings of purchasing from us rather than building it themselves. Audience: Training Coordinators, Project Managers, Training Decision Makers, Training Developers
Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience, Level 2 - Prior Knowledge and Experience Required, Level 3 - Senior and Experienced Practitioners4466: Digital Campus Academy Demo (HOT) (4466)
Back to top
Lead Instructor: Shawn Dinnocenti, SunGard Higher Education
Description: In this session you will be introduced to an online training system designed specifically for administrative end-users of SunGard Higher Education systems. Self-paced and highly interactive, each course within this comprehensive learning system provides instructional content and the opportunity for learners to get hands-on practice completing key processes and tasks. Assessments are also included for every course. Audience: All Banner Users. 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.
Session Type: Hands-on Training (HOT)
Type of User: Functional (Administrative)
Level of User: Level 1 - New‚ Limited Experience