Banner 9 Project Update May 2018

Status of migrations

The “core” offices — those that use Banner most heavily — have been hard at work on the transition to Banner 9.

In early February, the Financial Aid office transitioned its internal business processes — that is, those used only by that office — to Banner 9. That included over 100 forms. Information Services has been working to resolve issues that arose in that process before transitioning any financial aid-related business processes that would affect staff outside the Financial Aid office, and before proceeding with any Banner 9 migrations in other functional areas.

Business Affairs is currently preparing to migrate several business processes used only by BAO staff. That includes the Check Printing, Check Cancellation, and Chart of Accounts Maintenance processes that we had originally expected to transition to Banner 9 earlier this year. Other processes in the works include Bank Check and Deposit Reconciliation, Buyer Code, and Person/Entity Maintenance. We expect to soon identify the transition date for all of those business processes.

The Payroll office has completed user acceptance testing for the Biographic/Demographic and Benefit Administration business processes used by their staff. Once user acceptance testing is complete for the remaining Banner 9 forms for internal Payroll office processes, we will determine a date for transitioning all of Payroll’s internal business processes.

The Office of the Registrar has selected which business processes to roll out in August and October. Development work and preparation for user acceptance testing is underway for the August portion of those.

Assistance from Ellucian

Student Services and Enrollment Management recently sponsored an assessment by Ellucian of a few key areas in the Banner Student module for the Office of the Registrar. The results reduced the number of form customizations by one-third, bringing the overall modification reduction level in line with that of the other Banner modules.

In addition, Information Services has contracted with Ellucian to convert a selection of forms from Banner 8 to Banner 9. Work is currently underway on prerequisites needed to begin that conversion effort. This limited-scope engagement will be used to determine whether to contract with Ellucian for further conversions.