Banner Communication Management - Kent State University

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Banner Communication ManagementEnterprise-wide communication toolsEd HauserDirector, Product Management 2016 ELLUCIAN.1

ConfidentialityThis information provides a general strategic view of Ellucian’s anticipatedfuture offerings. The information in this document is confidential andproprietary to Ellucian and neither the document nor its contents can bedisclosed to anyone without a written obligation of confidentiality in placewith Ellucian.The information in this document is not a commitment, promise or otherobligation to deliver any material, code or functionality, and it should notbe relied upon in making any purchase decision. The document and itscontents are subject to change, without prior notice, at the sole discretionof Ellucian. 2016 ELLUCIAN.2

Introduction This session will introduce you to the new Banner XECommunication Management application anddemonstrate the features and function Benefits of attending Understand the application features Understand how it can be used to support departmentalcommunications Understand the time frame for delivery Get a sense for how to begin using the application 2016 ELLUCIAN.3

Agenda1What is it?2How does it work?3How can I leverage it?4Release timeline5Wrap up and Q/A 2016 ELLUCIAN.4

Achieving student success advancesour entire society 2016 ELLUCIAN.5

Enhancing every aspect of the modernconnected campus 2016 ELLUCIAN.6

Student SuccessApplyRegisterDegree PlanMonitor ProgressFaculty Engagement 2016 ELLUCIAN.7

We will see EllucianXE forBannerWhat is Q&A 2016 ELLUCIAN.38

We will see EllucianXE forBannerWhat is Q&A 2016 ELLUCIAN.9

What is Communication Management for Banner? 2016 ELLUCIAN.10

Communication Management for BannerEnables tactical and transaction related communicationsassociated with administrative functions in BannerDelivered as part of the core Bannersuite of solutions Create, publish, send, and trackcommunications for any person knownto Banner Leverages existing Banner 8.x POPSEL Open source editor for communicationcontent creation Letters, email, SMS*, Ellucian GO appDesigned under the EllucianExtensible Ecosystem (XE)framework Provides choice and new methods ofcommunicating to constituents in Banner Messaging enabled through Ellucian Go Can be used for any type ofcommunications from letter generation tosimple notifications of changes* Indicates availability post general release 2016 ELLUCIAN.11

Communication ManagementArchitecturePurchase ndance TrackingGeneralEvent ManagementStudent FinAidA/RSelfServiceAppsAdvising ProfileFinanceEmployee ProfileHRAdvancementXE Architected ApplicationsBanner 8SSBFaculty Grade EntryBanner 8INBOracle DatabasePROPRIETARY@ CONFIDENTIAL , 2012, Ellucian, All rights reserved 2016 ELLUCIAN.12

Development Partners? 2016 ELLUCIAN.13

What is Communication Management for Banner? 2016 ELLUCIAN.14

FeaturesCommunication Type Email, PDF letters, SMS*, Ellucian GO message Anyone known to Banner Person & non-personEvent triggered communication* Field value change triggers a specificcommunication* Embed the trigger in a communication template** Indicates availability post general release 2016 ELLUCIAN.15

Features, CONT.Template Creation Embedded open source communication contenteditor (CK) HTML, images, font, color, size, paste from WordConstituent Search SQL query builder Use POPSEL as basis for query Import & export populations from third party querytools, e.g. Cognos, Evisions** Indicates availability post general release 2016 ELLUCIAN.16

Features, CONT.12Publish Production, e.g. send to printer, email server,mobile app, portal, etc. One-off communication creationCommunication Tracking Date, time, department, sender, communicationtype, etc. Manual interaction tracking, e.g. student call tofinancial aid 2016 ELLUCIAN.17

Key Features Currently in Development Scheduled Communications Ability to schedule a Communication for a point in time in the future Mutual Exclusivity of Populations and Queries Foundation to support Population Import and WYSWYG front end Versioning of Populations and Queries “Point in time” Population/Query Interaction History Constituent View of all CM Communications for a specific constituent, includingrendering of the actual communication Manual Interactions Ability to manually enter interactions happening outside of CMAbility to define interaction types (E.G. Phone calls, Meetings.etc) Banner POPSEL Use of POPSEL population as exists at the time the communication is scheduled tobe sent (immediately or a point in time in the future). I.E. CM will not initiate newPOPSEL query 2016 ELLUCIAN.18

How can I use Communication Management forBanner? 2016 ELLUCIAN.19

Communication ManagementUsed for any tactical and transactionalcommunications at your institution Recruiting and Admissions Financial Aid Award Letters Registration reminders Advising reminders Employee notices Notification of account balances due Notification of direct deposit changes Fundraising and gift giving Event Management

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Message to Ellucian Go

20Specify the Type of Message: Mobile Notification 2016 ELLUCIAN.32

21Define Mobile Notification Content 2016 ELLUCIAN.33

342Create the message content 2016 ELLUCIAN.34

353Set Message Expiration Parameters 2016 ELLUCIAN.35

364Name the Message and Select the Population 2016 ELLUCIAN.36

375Save the Template for future use 2016 ELLUCIAN.37

386User Experience through Ellucian Go 2016 ELLUCIAN.38

Operational Benefits37Banner Improved upgrade processXEImproved student satisfactionEase of use & consistency forScreen each communication typeImagesEnterprise – wide capabilityQ/AQ&A 2016 ELLUCIAN.39

Release Timeline 2016 ELLUCIAN.40

15ArchitecturePurchase ndance TrackingGeneralEvent ManagementStudent FinAidA/RSelfServiceAppsAdvising ProfileFinanceEmployee ProfileHRAdvancementXE Architected ApplicationsBanner 8SSBFaculty Grade EntryBanner 8INBOracle DatabasePROPRIETARY@ CONFIDENTIAL , 2012, Ellucian, All rights reserved 2016 ELLUCIAN.41

A phased approach to releaseControlledRelease 9.0Q2 201517GeneralReleaseQ3 2016ControlledRelease 9.1Q4 2015 2016 ELLUCIAN.42

Operational Benefits38Banner Improved upgrade processXEImproved student satisfactionDemoEase of use & consistency foreach communication typeEnterprise – wide capabilityQ/AQ&A 2016 ELLUCIAN.43

Questions?

40Summary Communication Management is a core Banner solution Transaction based communications for all people knownto Banner Built on the XE architecture Usability is key to success Development partner driven No additional license fee or maintenance fees Currently in controlled release General Release Q3 2016 2016 ELLUCIAN.45

Thank You!Ed HauserDirector, Product Managemented.hauser@ellucian.com 2016 ELLUCIAN.46

to Banner Leverages existing Banner 8.x POPSEL Open source editor for communication content creation Letters, email, SMS*, Ellucian GO app Communication Management for Banner Enables tactical and transaction related communications associated with administrative functions in Banner Designed under the Ellucian Extensible Ecosystem (XE)

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