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Ohio Banner Users Group (OBUG) Annual 2012 Conference
Registration and breakfast
Welcome and Keynote Speaker
Session II and Lunch I
Exhibitor meet & greet
Session III and Lunch II
Wrap-Up & Exhibitor Question Period
Scheduled Sessions and Descriptions
► Sessions listed here are subject to change. Presentations are added as description are received. Many sessions are not listed here. Please continue to check this page for updates.
Dian Ward, John Carroll University and Irene Buechele, Lourdes University
PopSels you had put in place for your AR office and how they work.
OBUG*C-AR Module Group Discussion
Gloria Kobus Youngstown State University
What’s New in Third Party Contract Processing?
Strata Information Group (SIG)
Are you interested in the learning about the new Third Party Contract features introduced in Banner AR 8.x? The session will cover the new forms and processes that will allow you to give up your spreadsheets and track third party charges and payments in Banner. Chapter 33 processing will be used as an example of how this new functionality can work for you.
Georgia Gichenko, Lakeland Community College
This session will cover the Banner forms that Lakeland Community College is using for submitting accounts for collections and marking those accounts in Banner. The Moderator will also ask schools who are present to share what they are doing in collections.
Advancement Prospect Management / Proposals Managed by Advancement Officers
David Smittle, Ohio Northern University
Prospect Management and Proposal in Banner 8, when kept simple and straight-forward, can be put in the hands of Advancement Officers to manage their own prospects. At Ohio Northern University, directors of development for each college are responsible for managing their own prospects and proposals by using a combination of INB Banner, Luminis Channels for Banner Advancement, and the Advancement Officers Self-Service product, based on personal preference for which system(s) they use. When data management expectations are structured to keep in mind their job is to raise money not be over-burdened by data input, successful staff training and prospect management expectations can be accomplished.
Banner Advancement Updates
Carla Norris, SunGard Higher Education
Join Carla Norris, Banner Advancement Product Owner, for an update on recent product releases and Banner community news. During this session we will also review planned releases and current enhancement project prioritization for the Banner Advancement product offering.
Advancement BOF with Product Owner Carla Norris
OBUG*C Advancement ROE Review
Stephanie Komon, Kent State University
Progress Report on OBUG*C Accomplishments
Lorinda L Bishop, Datatel+SGHE
Lorinda Bishop, Project Manager for the OBUG Consortium, will offer updates on completed projects and specifics on planned projects.
Shared Services Wrap-Up
Coleen Santee, Kent State University
Ohio's Identity Management Federation
Bill Schmoekel and Mark Beadles, OARnet
This presentation will cover what is happening internationally and nationally with identity management, and how recent federal policy will affect higher education. We will also discuss the efforts that are taking place in Ohio regarding developing Ohio's identity management federation (IAM-Ohio). Currently our message is trying to encourage campuses to think about adopting better security around their electronic assets and how federation can help all of us be more productive and secure.
OBUG*C Financial Aid Discussion
Pam Hughes, Ohio Northern
Effort Certification Reporting TENTATIVE
Bill Polk, Wright State
Our Org Chart Stinks! Learn How We Designed and Deployed a New Org Chart TENTATIVE.
Bridget Piotrowski, Cuyahoga Community College
Cuyahoga Community College went live with Banner in 1996 which included a basic updated of its legacy chart of organization codes. However, continued growth and expansion of the college stressed the chart: we were running out of numbers; original logic had been lost; the ragged hierarchy made reporting difficult; and most importantly, several key initiatives were dependent on a more robust chart. A cross-functional team was formed to identify requirements for a new chart and the project was rolled out. A scan of our databases and business processes showed Orgn Code usage was wide-spread, so we had to carefully plan and coordinate the change on a tight schedule. Other than agreeing on the new chart structure, the two k3y areas requiring the most attention were labor distribution and purchase order accounting. Programming was used to facilitate the changes, where possible, but some function al changes were required. We will describe how we made these voluminous changes timely and seamless for the end user. Experienced users considering changing an element of their chart or new users hoping to avoid our pitfalls will benefit from hearing our experiences, successes, and improvements.
Fixed Asset Module Birds of a Feather
This will be an open discussion on how the Fixed Asset Module is setup, use of location codes, capitalization criteria, interface with SciQuest, etc.
Grants Module Birds of a Feather
Grants Module Birds of a Feather will be an open discussion about how it's setup, using cost sharing, etc.
The Not-So-Common Commons for OBUG*C
Lorinda L Bishop, Datatel+SGHE
The "Commons" is now the social media preference for all the Banner products. Many listservs have now been retired and replaced by the discussions on the "Commons." As you navigate through the vast wealth of information, like all other sites on the internet, it can sometimes become overwhelming and time consuming. This session will walk you through some easy tips and tricks for navigating the "Commons" in order to find what you are looking for. Learn how using the "Commons" can save you valuable time when you need it most, when you have an issue. Learn how to quickly stay up to date with releases and enhancements. This session will provide a great overview and starting point for those of you that are still hesitant in using the "Commons."
Outsourcing the HelpDesk
Jann Gillingham & Melissa Meridith (R), Datatel+SGHE
The technology you are expected to support grows more complex every year. And new technology means new demands for support from students, faculty, and staff. Delivering reliable customer service and technical support, 365 days a year, to faculty, staff, and students requires the right resources, a scalable and reliable infrastructure, and customer-focused expertise. Learn how Help Desk Services can help you eliminate critical points of failure, increase customer satisfaction, improve system availability, and demonstrate to your community that you understand how to meet their expectations.
►What You Will Learn: How Help Desk Services can support your institution's help desk performance, cost, and availability.
Personally Identifiable Information Peace of Mind with DataMasque
Scott Svehlak, Evisions
Personally Identifiable Information (PII) is everywhere in Banner as well as in the ODS and EDW. Are you uncomfortable with testing and training using actual student and employee information without having PII masked in some way? Are you in compliance with government privacy requirements? Come see how DataMasque, the newest member of the Evisions product suite, will make the process of removing PII simple while still maintaining a relevant and usable data environment. DataMasque comes with predefined scrub plans for Banner to ensure quick implementation. This product continues the Evisions legacy of easy to use, affordable and Banner compatible products.
The Theory and Application of Position Control
Stefanie Boyles Harrison, Oberlin College
Have you often wondered how other schools manage their position "control?" Are you struggling with what position control is and how you use it? Then this session is for you! Oberlin College will delve into the functionality and basic design of Position Control as well as understand the significant role it plays in daily activities for human Resources and the impact it has on Finance. We will look at best practices at Oberlin College who re-invented their positions and processes to better manage and budget positions. Users will learn how to effectively build positions and how to successfully administer positions in Banner HR that will seamlessly work across department. As an added bonus, we will share simple reports that can help manage, maintain and analyze positions, jobs and employees for various reporting needs.
UltraTime Enterprise Time and Attendance Integration with Banner.
Scott Mowery, Tracy Inc.
This presentation will deal with maintaining a single point of entry for employee and position information in Banner while integrating that data with UltraTime Enterprise. We will discuss the types of data that may be automatically synchronized between UltraTime and Banner. We will also cover additional modules available in UltraTime for tracking scheduling for regular and student employees, student work study awards and absence usage.
Overview of Faculty Compensation Tracking
Jeff Jones, Datatel+SGHE
This session will provide an overview of how Faculty Compensation Tracking can help you enhance faculty services by automating their contracting process and ensuring accurate, timely compensation. (The presentation is geared towards colleges who do not use Banner HR.)
Talent Management Suite
Jeff Jones, Datatel+SGHE
Making sure you can cultivate and retain your top talent is a key part of building a lasting foundation for your institution—and an expensive one, as well. Learn how SunGard Higher Education's new Talent Management Suite can help you find new talent, keep the resources you have, and make sure you are providing them with the support they need to meet your strategic objectives more effectively.
►What You Will Learn: How you can lower recruiting costs, improve employee retention, increase workforce productivity, and deliver targeted training.
OBUG*C HR ROE Updates
Shelley Sherwin, Kent State University
It's Only Time … and Money!! (Achieving FLSA Compliance, Streamlining Payroll with Banner)
Jordy Moorman, Data Management, Inc.
Throw away the time cards, timesheets, and mechanical punch clocks. Learn the operations of TimeClock Plus and see how an automated time and attendance system will benefit your university through budgetary savings, better FLSA compliance, and integration to Banner payroll processing. TimeClock Plus offers educational institutions all over the country the ability to maximize budgets and enhance compliance by effectively managing critical employee data using REAL-TIME technology to simplify the employee time and attendance function.
Luminis 5: How's It Going?
Suzette Compton & Rob MacKay (R), Datatel+SGHE
Review of Summit
Steve Smith & Matt Mize, University of Dayton
This session will share information from the Luminis sessions at Summit 2012.
OBUG*C Luminis Meeting and General Discussion
So What? Real Impacts of Tri-C BannerizeIT!
Bonnie Guyer, Cuyahoga Community College
When Cuyahoga Community College (Tri-C) embarked on its multi-year Banner Revitalization project, it was for the purposes of improving business processes and gaining efficiencies while improving services and access for increasing numbers of students. Did it work? This session will show how Tri-C tracked and evaluated its BannerizeIT initiatives and linked them to real world KPIs (Key Performance Indicators) to demonstrate measurable ROI (Return On Investment). Some of the results are startling! Business Unit leaders and IT professionals who understand the difficulties around establishing governance structures, obtaining buy-in, facilitating process improvements and managing continuous upgrades will appreciate hearing how BannerizeIT! pays off for students and staff.
Type of User: Functional (Administrative)
Level of User: Prior Knowledge and Experience Required
Lisa Sheldon, Cuyahoga Community College
Argos Case Studies and Examples
Scott Svehlak, Evisions
Argos, the Enterprise Reporting Solution from Evisions,has helped hundreds of Banner sites solve reporting and information access challenges. This session will go through examples from letter generation and basic reporting to data cubes and dashboards. Using client examples you will see how Argos can help you go beyond basic reporting and get access to the information you need quickly and easily.
How Can You "Revitalize?"
Kimberly V. Grassmeyer, Ph.D., Ellucian
Doing more with less means taking a thorough look at your campus investments to make sure they are working well to support your institutional goals. That might mean reallocating resources, evaluating and possibly redesigning business processes, investigating hosting options, or creating new strategic plans. Ellucian's Revitalization Services takes a holistic look at the components that make up your unique digital campus, reviews how well your teams are working with these solutions, and identifies areas where you can do more to make the most of your current investments in people, process, and technology. By aligning existing solutions with strategic goals, you can improve organizational effectiveness across your campus. Typical outcomes for this approach include the following: (1) clearly documented business processes across the enterprise, (2) customized training based on process-centric business models, (3) targeted initiatives that improve organizational effectiveness, and (4) clearly defined performance indicators to document the success of each initiative. Please join us as we present case studies and practical examples for improving your organizational performance!
Analytics -- Going Beyond Reporting to Prediction
Steve Peterson, IBM
Analytics means many things to many different people. We'll settle on a definition of analytics as they relate to Higher Education and discuss several case studies where Universities have used Predictive Modeling, Statistical Analysis and What-if scenario planning to drive enrollment, increase donations and improve retention numbers.
Perfect Class Schedules
Mike Ayers, College Scheduler
Schedule planner helps students create perfect class schedules each semester!
College Scheduler allows students to easily search for their classes, enter breaks for lunch, athletics, etc. and promptly generate multiple pre-made schedules that the student may choose from each semester. Our clients experience increased enrollment credit hours, increased on-time graduation rate, and time savings in Academic Advising! Real time course demand reports available to Registrar's Office.
Type of User: Clients on Banner, Datatel, PeopleSoft & Homegrown.
The Funky of FunkyTech: Ten Things We Learned as BRM Functional Users
Timothy Dorsey, Cuyahoga Community College
Cuyahoga Community College (Tri-C) is located in Northeast Ohio serving 30,000 plus students per semester. Tri-C, a multi-campus institution, in conjunction with BRM, is creating a centralized recruiting and communication plan. Whether you are exploring the possibility of BRM, or in the process of implementation, this session will provide the functional users of BRM lessons learned that will provide enlightening tips and tricks in using BRM effectively to recruit students. We will talk about topics ranging from naming conventions to campaigns to issues with institutional buy-in.
Banner Relationship Management (BRM): Better Retention Through Better Relationships
Jo Ellen Wilson, Datatel+SGHE
Better Retention through Better Relationships — This session will provide an overview of Banner Relationship Management, an enterprise-wide CRM solution that helps you engage and build relationships with prospects, students, and alumni. We'll discuss features that can help you recruit new students and help them persist through their critical first year and beyond.
►What You Will Learn: how Banner Relationship Management supports interactions with prospects, students, and alumni, allowing you to provide personal, relevant communications to your constituents.
OBUG-C Student BOF – Beyond Baseline!
LaTonya Branham, Central State University
This session will focus on Request for Enhancements to the Student module. It will include information on how to share your ideas and suggestions with the OBUG*C-Student team so that you can obtain the support and prepare documentation necessary to enhance functionality within the system. This opportunity can save your institution a lot of money while helping other institutions with their processes as well.
Improving Student Success with Banner Early Alerts and Course Signals
Jo Ellen Wilson, Datatel+SGHE
Learn how new early alert tools in Banner Relationship Management can help you promote better student persistence in a class, a program, and across your institution. Also learn how Course Signals can help students understand how they are performing and provide faculty a simple way to provide feedback on student performance early enough to make a difference.
►What You Will Learn: how SunGard Higher Education can help you identify students early enough to make a difference and intervene with the information necessary to keep students on track in a course, a program, and at the institution overall.
Event Management in Banner 9
Jeff Jones, Suzette Compton & Jennifer Malkovich (R), Datatel+SGHE
Banner General Event Management 9.0 further delivers on our Banner 9 strategy of releasing components that allow you to implement new functionality more quickly, without undergoing a lengthy or disruptive upgrade, increasing efficiencies with updated business processes, and creating solutions that are easier to use for your end users. Banner General Event Management 9.0 also delivers a host of new features, including the ability for event coordinators to easily set up a constituent-facing online event calendar, allowing attendees to self-register for events, with calendar and Facebook integration. It also makes registration management and attendance tracking more efficient, including the ability to accomplish these tasks on a tablet. This session will provide an overview of the new module, as well as a live demonstration.
Banner 9 Beta Experience
Andrea Nunley, Kent State University
Review and discuss the experiences from the different schools that participated in the Banner 9 Beta collaborative project with SunGard. We will have an open discussion covering the timeline, technical installation, functional testing, and feedback process involved in the project.
Mobile Connection Technical
Josh Aversa, Ellucian
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.
Type of User: Mobile Architect, Global Architecture
Oracle Engineered Systems for Higher Ed
Mark Perry, Oracle
Overview of engineered systems that are pre-integrated to reduce the cost and complexity of IT infrastructures while increasing productivity and performance. Oracle innovations and optimizations at every layer of the Banner stack to simplify data center operations, drive down costs, and accelerate business innovation.
Database Security for Banner Customers: Oracle Defense in Depth
Mark Perry, Oracle
While most organizations have deployed perimeter firewall, intrusion detection, and anti-spam technologies, protecting data now requires a defense-in-depth, inside-out security strategy. By adopting this strategy organizations can better safeguard data, address regulations, and securely achieve business initiatives such as consolidation and cloud computing.
Overview of Mass Data Upload Utility (MDUU)
Daniel Webb (R) and Suzette Compton, Ellucian
Overview of KSU Mobile
Sameer Jaleel, Kent State University
Imaging: What We Learned at Summit
Jason Dunfee & Holly Slocum, Kent State University
Workflow: Sharing What WFs are Live (Panel)
Christine Morris, Lourdes, Jean Hammond, Cuyahoga Community College, and Prasanna Joshi, Kent State University
Banner Workflow 8.1
Josh Aversa, Ellucian
So Many Pages, So Few Spaces
Jason Kohlhepp, Wright State University
Are you grappling with the challenge of encouraging adoption of your BDMS system while trying to balance the ever-increasing storage and infrastructure costs? After several years of expanded use, the production BDMS repository at Wright State University had grown to over 5.7 million pages and too 1.8 TB of space on our SAN. When a storage study in early 2010 revealed the B-S-ADMIN cabinet alone was taking up 72% of that space, we developed a plan to increase the efficiency of our space utilization and reduce ongoing cots. We will share the technical aspects of the resulting document quality. Using a combination of scripts and the free image manipulation tool IrFanView, we were able to convert the B-S-ADMIN images into bitonal and apply compression which saved over 1TB of storage space. This project gave the university a soft savings of approximately $10,000 in storage costs and allowed us to re-purpose the freed space to meet other needs.
Type of User: Technical
Level of User: Prior Knowledge and Experience Required.
Drive Efficiency and Faster Decision-Making with Banner-Integrated ECM
Hyland Software, Inc.
Unless they're tracked and available in Banner, electronic documents (admissions applications, transcripts, tax forms, etc.) can keep you from completing files and making timely document-driven decisions. Learn how colleges and universities leverage enterprise content management (ECM) capabilities in their Banner environments to deliver the most accurate, up-to-date document-related data for mission-critical transactions.
These systems work in tandem to:
- Provide secure access to cross-institution stakeholders anywhere, anytime
- Speed processing in Enrollment Management and business offices
- Exchange information in real-time, eliminating barriers to decision delays
Workflow Change of Programs
Sameer Jaleel, Anthony Laurene Kent State University
Our OBUG conferences include:
- Valuable roundtable sessions with your functional peers
- Meaningful sessions addressing specific Banner issues and accomplishments
- A cost effective alternative for opportunities to gain a deeper understanding of Banner
There are 26 institutions running Banner Unified Digital Campus in Ohio. The Ohio Banner Users Group provides institutions opportunities for:
- Networking and developing support groups with fellow Banner users
- Building a framework of support in the Ohio area
- Seeking solutions to common business issues
- Participating in positive discussions to enhance Banner use
- Collaborating on common software enhancements
- Presenting a significant presence to SunGard Higher Education in support of software enhancements
- Sharing functional and technical expertise