a4020978e5e0b1445de9d93ad25dd5f4.ppt
- Количество слайдов: 13
MA State & Community College Banner Collaboration Survey Results June 4, 2009
Banner Best Practice s - Project and summary Survey Question 1 College Bristol Community College Fitchburg State College * Fitchburg State College Framingham State College Best Practice 1 Daily automated printout of control reports to ensure to all fiscal data is in balance. For example, FGRTBEX, FGRCTRL, FGRCASH and FGRDETL Our use of Form. Fusion: improvements to sharing output. Best Practice 2 Policy for year end general ledger and encumbrance rolls that is incorporated into our overall year end calendar and protocol. HRCMS/LCM Labor Distribution and Banner Feed. FSC has implemented a feed from the LCM Warehouse tables to interface with our Banner Finance. On-line Budget Transfers through SSB Emailing A workflow that notifies appropriate individuals of PO's to Vendors when any part of the FOAPAL has been added (i. e. new funds, organization, etc) Electronic Approval Queues. Initial setup is Using the Time and Attendance part of Banner HR cumbersome but works well and interfacing with HRCMS to report attendance. Holyoke Community College Massasoit Community College Mount Wachusett Community College North Shore Community College Northern Essex Community College Westfield State College Created administrative reporting in Banner Self Service. Fin Aid Electronic only for SSB - Students can now Pin Rest functionality for SSB – custom package accept awards online. that allows students to reset their pin themselves. Online requisitions implemented for two years we Digital imaging using Xtender - In use for 5 years are currently in the process of implementing and adopted by many departments. We have imaging for finance and purchasing. some useful experiences that could be shared especially to get started. Time and attendance application (home grown and within Self-Service) and HR/CMS interface. Survey. DIG for online course evaluations/ anonymous surveys via Luminis and Self Service Banner
Banner Identified Projects for Collaboration Survey Question 2 - Slide 1 of 3 College Project #1 HRCMS/banner interface Bristol Community College Fitchburg State College * Fitchburg State College Project #2 The automated upload of journal entries into Banner Project #3 Project #4 The use of the Banner budget module. It would be nice to collaborate with other Banner schools on the full use of the Banner budget module. Interface to HR/CMS -- why Banner Document Alumni module -- explore its As other colleges have use the Banner HR module Management - Digitizing us and best practices at converted their local when it has to be exported documentation for Finance, other colleges. payrolls, I have already to HRCMS? Purchasing and Admissions. shared with them and the Comptroller's office our LCM/Banner labor distribution interface process. FSC would be happy to share our process with any colleges that are interested. How to implement nonstudent charges A/R
Banner Identified Projects for Collaboration Survey Question 2 - Slide 2 of 3 College Project #1 Project #2 Interface with JP Morgan Emailing PO's to vendors Chase for Procurement Card purchases Framingham State College Project #3 We are in our first year of implementing Banner Student, A/R, Finance, etc. Although it is not a project, it would be good to collaborate with other colleges to exchange ideas on handling the regular daily activities through Banner. We would like to work on Holyoke Community some type on integrated on. College line budgeting process for departments and divisions. Time and attendance Budgeting through self. Purchase requisitions on line. Massasoit service. Community College interface with HRCMS. Comply with new pci/finance Would like to implement Self ARRA STIM for regulations within the scope Service Finance. tracking. . . best way to of Banner functionality. capture these monies Mount Wachusett How are other banner through Banner Community College schools processing transcripts without paying touchnet $$$$ Project #4
Banner Identified Projects for Collaboration Survey Question 2 - Slide 3 of 3 College Project #1 Project #2 Self Service areas can Continue to explore group provide benefits to many purchasing for products not colleges - If these aren't in yet implemented but on place already there are more colleges radar screens. For customer service areas and example the shopping cart reduced back office support module (approx. 85 k) - if 4 that can be gained. Example or more schools are for NSCC is the strategy to interested can we obtain implement online substantial discounts installment plan, e-billing, e- providing we buy at the North Shore refund (Note: This latest same point in time. Community College online strategy was solidified with the new PCI compliance measures) NSCC chose to not just meet requirements but to enhance and expand our services while also gaining reduced operational costs in certain areas and more efficiencies in back office support. HR/CMS Self-service finance Northern Essex Community College Better use of Luminis portal Begin discussions regarding Westfield State migrating strategies for College Luminis 5. 0 slated for release in Spring 2010. Project #3 Project #4 Training - communicating between colleges when Sungard or other resources are being scheduled - could other colleges participate providing seats are available? Training on applications that have been implemented at other colleges - Could one or two of these put together general overviews of how to get started, things to watch out for and workflow strategies. On-line purchasing Leverage licensing costs/ maintenance costs/ professional services costs Student registration, payments
Banner Strategic Initiatives Survey Question 3 – Slide 1 of 2 College Initiative 1 Initiative 2 Collaborate with Banner/Blackboard/Nelnet , etc. . The benefit of the Banner Workflow product. to create automated efficiecies (electronic billing, Bristol Community College payments and refunds) that will also provide enhanced services to our students Have a core set of modules deployed and in use consistently across Colleges. This would enable Fitchburg State College * sharing of data to be much easier and may provide for better support mechanisms. Students paying tuition, housing, etc deposits Framingham State College online, Ebilling, direct deposit of student refunds through the Touchnet Ebilling application. Eletronic Transcript exchange between colleges Standardization of course numbering system Holyoke Community College between State and Community Colleges. Share training and development jointly through Massasoit Community College webinars. Degree Works for all colleges Retention Mount Wachusett Community College software Upgrades (planned with consultant)
Banner Strategic Initiatives Survey Question 3 – Slide 2 of 2 College North Shore Community College Northern Essex Community College Westfield State College Initiative 1 Initiative 2 Digital imaging using Xtender has worked out very Investigating new functionality within Banner 8 well for NSCC. End results are many departments and determine which colleges are interested in now using - tangible benefits (better customer adopting aspects of the new features. Take this service as records immediately available at all to the next step and determine if any of these campuses, the process actually saves time, some areas can benefit from collaboration. space savings, etc. ) Several more departments including finance, HR and purchasing going live in the next 12 months) Consistency and more standardization throughout system over the entire array of processes. As example, student on-line registration, imaging, student payments. The role of the Enrollment Management suite and its consistent integration with all Banner applications. Cognos and SGHE transparency example: cognos field names are different from Banner field names in regards to reporting.
tio da s n es ea No rc n h St ud en t. A R Pu rc ha sin g St ud en t. A R /R ts an Gr un 0 se t IMPLEMENTED Fo >5 yrs t 2 1 As 3 -5 yrs en 2 ed 1 -2 yrs Fix e 5 pm 7 7 lo bl ya 8 8 ve Pa 9 De ts 6 dg et un co NO 3 Ac 4 Bu tio da t s se t As en e n es ea No rc n h St ud en t. A R Pu rc ha sin g St ud en t. A R /R ts an Gr un Fo ed Fix pm bl ya Pa lo ve De ts un co dg et Bu Ac Finance Survey Question 4 EFFECTIVENESS 6 5 4 3 Excellent Good 1 Poor Blank 0
SS l ee rta Po s/ in oy lty s ie cu pl Em m Lu SS Fa t rs sfe er Qu t& en ud St rt po Re an Tr en IMPLEMENTED et pm lo ns ce an isi tio qu ve De dg Bu dg et Bu Re Fin >5 yrs e l ee rta Po s/ in oy pl s lty cu Fa rs ie er Qu Em m SS Lu rt t& en ud St t en sfe an Tr ns 10 9 8 7 6 5 4 3 2 1 0 On lin SS po Re et pm lo ve isi tio ce an Fin qu Re De e dg Bu dg et Bu lin On Self Service Survey Question 4 EFFECTIVENESS 9 8 7 6 5 No 4 Excellent 1 -2 yrs 3 Good 3 -5 yrs 2 1 Poor 0 Blank
SS l rta Po s/ in ee lty oy pl Em m Lu SS cu Fa s ie er Qu t& en ud St t rs sfe an Tr rt po Re et en ns tio pm lo ve De isi ce an Fin qu Re dg Bu dg et Bu e On lin Self Service Survey Question 4 Interest 10 9 8 7 6 5 4 3 2 1 0 12 mos 2 -3 yrs No Blank
g se tin or ep r. R eh ou re to g ag in a. S at ar W se d. U En ta Da l. D /Im er an ce nd g in dg et te At nd na io at er Op te & Implemented Ex e Blank Ti m >5 yrs HR 3 -5 yrs Bu 1 -2 yrs er No nn 9 8 7 6 5 4 3 2 1 0 Ba g se tin or ep r. R eh ou g re to a. S at ag in Im ar W se d. U En ta Da l. D r/ an ce nd g HR in dg et te At de na io at er Op & en e Ex t Ti m Bu er nn Ba Other Applications Survey Question 4 Effectiveness 10 9 8 7 6 5 4 3 2 1 0 Excellent Good Poor Blank
rti po Re ng se re to eh ou ar W er d. Us En ta Da a. S g ag in Im at r/ l. D na io at er Op an ce nd g HR in dg et te At de & en e Ex t Ti m Bu er nn Ba Other Applications Survey Question 4 Interest 8 7 6 5 4 3 2 1 0 12 mos 2 -3 yrs No Blank
COMMENTS • web. FOCUS • Banner HR no longer used after conversion to HRCMS for part-timers. • 1. For Budget planning implement third party product (SPOL) 2. Very interested in being BETA for state HR/CMS self service time and attendance. 3. Xtender is expanding to other departments (5 currently on) - new areas for imaging (Finance, purchasing & HR, Curriculum) 4. ODS is underway for about a year - need to round out some rough edges and we will be beginning the Data Warehouse in FY 10. 5. End user reporting is being converted over to use the ODS with front end reporting tool. Training is consistent bi-weekly and departments are becoming more engaged and self sufficient • End User Reporting - We use Crystal Reports & Crystal Enterprise Reports • Implementing Argos • Using Argos reporting tool with ODS. • Argos
a4020978e5e0b1445de9d93ad25dd5f4.ppt