SunGard Higher Education Overview: Shaping The Future ...

SunGard Higher Education Overview: Shaping The Future TodayShaping The Future Today

November 13 2009November 13, 2009

Agenda

• Higher Education Today

• Our Vision for the Future:Our Vision for the Future: The Open Digital Campus

• The Open Digital Campus in Action—User Interface Modernization—Product Evolution—New Offerings to Meet Your Needs

C it E t—Community Engagement

• Extending the Vision to You

Banner Student Review• Banner Student Review

• Roadmaps

Q ti• Questions

2November 13, 2009 | www.sungardhe.com

Our Future Direction

• Solutions that better map to pain points and satisfy

Consistent with broader software industry trends, SunGard Higher Education is moving forward towards:

Solutions that better map to pain points and satisfy specific customer needs

• Lighter, more modular “solutions” instead of large, monolithic products

• More flexible delivery models and options for the digital campus— SaaS, modularity, components on-demand,

composite solutions, etc. • Advantageous modern technologies and tools

— SOA, RIA, cloud computing, business process platform, etc.

• Open collaboration with customers to help them keep up with evolving needs


What’s Driving Our Strategy:Finding the Shortest Distance Between Needs and Solutions

November 13, 2009 | www.sungardhe.com 4

The “Shortest Distance” To Meeting Customers Needs

Our investments for the future focus on:


Our Vision and Technology Strategy

Introducing:Introducing:

The Open Digital Campus

Our vision for giving colleges, universities and foundationsuniversities and foundations unprecedented flexibility to shape how technology meets their evolving needs gy gin a dynamic future.


The Open Digital Campus: How It Works

We provide modular solutions, components and services on demand, allowing customers more options and flexibility to , g p y

extend the value of their digital campus environments.

For each customer, the Open Digital Campus optimizes:

• Deep higher education expertise of SunGard and our customer community

• Modern, 21st century technologies

• Alternative delivery models

• Advantageous technological approaches

• SunGard, third party and open source solutions


The Open Digital Campus: Requirements for SuccessRequirements for Success

Shortest Distance

Modularity Flexibility Short and Long Term

Sustainability

• Keeping close to customer needs

• Putting customers closer to solutions

• Agile solutions (SOA, SaaS)

• Incremental releases

• More ecumenical, agnostic, global

• More options

• Parallel paths

• Incremental fixes to extend current value

• Smart investment

• Smart growth

• Right fit over time closer to solutions

• Collaboration

• Higher ed and technical expertise

Quick time to

releases

• Business process modularity

• Leverage components on

• At your own pace

• Delivery models aligned with your preferences

value

• Legacy system redesign to build lifetime value

• Support technical and organizational change

• Quick time-to-benefit

pdemand


The Open Digital Campus: Why It Matters

Keep up sustainably.eep up susta ab y

• With institutional growth g

• With organizational change

• With technological changeWith technological change

• With your economic/fiscal climate

• With the expectations of the people andWith the expectations of the people and communities you serve


The Open Digital Campus: How It’s Different

The Open Digital Campus is:

1. A growth strategy to continue enhancing our current solution portfolio – not “rip and replace”

2. Enabled by real, proven technology and practice employed in higher education and other industries – not just corporate theory

p p p

3. Able to support customers at their own pace of change – not hold them back or push them faster than they’re ready to move

4. Building an open, standards-based, 21st century technology future for higher education – not technology for its own sake


The Vision in Action

The Open Digital Campus in Action

Customer Needs, Pain Points Open Digital Campus Initiatives

• Inconsistent user experience • Usability problems

User Interface Modernization• Usability problems

• Lack of flexibility• Few options

Evolution of Existing Products, Portfolio

• High price points• Painful upgrades• Current solutions insufficient to meet customers’ needs

New Offerings to Meet Customers’ Needsmeet customers needs Needs

• Meaningful exchange between customers and vendor

Community Engagement

• Ability to share innovations and enhancements across the client community


User Interface Modernization

User Interface Modernization: GoalsU t i d i h• User-centric design approach— It’s about the user - not the technology!

• Improve usability through consistent, effective design

• Provide the most consistent and appropriate user• Provide the most consistent and appropriate user interface to our global community

• Consolidate the technologies being used BUT still meet the end users’ usability needs— (Banner UDC) Evolve Self-Service user experience and ( ) p

modernize the experience for administrative users— (All products) New styles of interaction using Web 2.0

technologies, such as Adobe Flex, Ajax and HTML 5g , , j


User Interface Modernization: What This Means For YouWhat This Means For You

• Consolidation of Disparate User InterfacesC i li d d li d i—Consistent, streamlined and personalized user experience

—Rich interactions, information and input in a relevant context

—More efficient, more effective and more desirable user experience

• Evolutionary Approachy pp—Upgrades not re-implementations

• Persona Driven WorkspacesPersonalized business processes are built right into the—Personalized business processes are built right into the user interface


User Interface Modernization:Common Platform Planned Q4 2009

• Common UI Platform = Consistent User Experiences• Common header, footer, look/feel, navigation and

help• All transformed User Interfaces will run inside this• All transformed User Interfaces will run inside this

platform• Provide consistent navigation across products

regardless of technology• Accommodate robust institution-level branding

B S lf S i l i Q4 2009• Banner Self-Service release in Q4 2009


Common UI Platform: Planned Q4 2009

Common Header

User Centric Navigation

Common Footer


Redesign of Banner Self-Service: Planned Q4 2009

Key Design Concept: Main Menu becomes Home Page



Key Design Concepts: Lessen Page-to-Page Navigation



K D i C tKey Design Concepts: Data Entry Page in Banner Self-ServiceKey Design Concepts: Data Entry Page in Banner Self-Service



Key Design Concepts: Search becomes Find a Page


Product Evolution

Product Evolution Goals

• Improve fit between our solutions and customers’ needs

• Provide more optionsProvide more options—Modular structure for new offerings rather

than monolithic structure—Multiple delivery models: On-premise—Multiple delivery models: On-premise,

hosting, SaaS, etc. —Lower price points and lower TCO

Di i i h d f ft i f l di ti• Diminish need for often painful, disruptive upgrades


Hosting/SaaS offerings: PowerCAMPUS Hosting

Reporting

Staff, Students, Faculty (Power Users)

Customer

Reporting

Application SupportApplication SupportPowerCAMPUS Licenses & Maintenance

PowerCAMPUS Licenses & Maintenance

Offe

ring

MicrosoftLicensesMicrosoftLicenses

Server & NetworkHardware

Server & NetworkHardware

Hos

ted

Professional Services

SunGard Higher Education


Banner Enrollment Management Suite: Former Strategy

Recruiting & Admissions Student Advancement Admissions

Relationships Relationships Relationships

Recruiting & Admissions

PerformanceAdvancement Performance

Student Retention Performance

Performance

Available Today

Future Development


Banner Enrollment Management Suite: Today and Future

Banner Relationship ManagementProspects Students Alumni

Recruiting & Admissions

Advancement Performance Early Alerts and

SurveysPerformance ManagementSurveys

Student AnalyticsTelecounseling

Student Retention P f

g

Event Management Available TodayPerformance

Future Development


New Offerings to Meet Evolving Customer NeedsCustomer Needs

New Offerings Address Current Higher Ed Needs

Financial Performance iModules Total Online

Teach & Learn Manage Connect

Dashboard Service

Advancement Performance Management

Partnership

Banner Enrollment Management Suite

Program Services (TOPS)

Enhanced Banner Registration Management

Money Market Platform

Unified Digital Campus

Customer Collaboration

Registration

Institutional Research Business

Services

Academy

Grants Services

Banner Travel & Expense Mgt.

Help Desk


Community Engagementy g g

Community-Source Unified Digital Campus• Enables customers to collaborate with• Enables customers to collaborate with

SunGard Higher Education and their peers to enhance the Banner UDC

S b it h t dd d l d—Submit enhancements, add-on modules, and defect corrections

• Leverages open-source methodology—Customer control boards review & approve

submissions for broader market applicability• Facilitates quicker time to marketq

—Benefit from vast number of customer-created enhancements

—Quicker delivery through acceptance ofQuicker delivery through acceptance of customer-created code

• First community source enhancement to be delivered in December 2009 releasedelivered in December 2009 release


Extending the Vision to You

We’re Already Making ProgressI iti ti T t D tInitiative Target Date

User Interface Modernization StrategyBanner Self-Service Applications (Q4-2009/Q1-2010) Q4-2009/Q1-2010

SaaS Strategy

SaaS-based Hosted Applications (Q4-2009/Q1-2010) Q4-2009/Q1-2010

E h i V l f E i ti S l tiEnhancing Value of Existing Solutions; Modular DeliveryEvolution of the Banner Enrollment Management Suite Q3-2009

Community Engagement

Community-Source Unified Digital Campus Q4- 2009/Ongoingy g p g g


What will the Open Digital Campus do for you?

You’re continually planning for your future.

Our job is to help you prepare and move in newOur job is to help you prepare and move in new directions when you’re ready.

We can help you:• Evolve at your own pace• Meet changing expectations of your campus communityMeet changing expectations of your campus community• Strengthen user experiences for the people you serve• Buy only what you need• Implement solutions that are a better fit for your needsImplement solutions that are a better fit for your needs,

requirements and pain points• Achieve a lower and more sustainable total cost of

ownership


Banner Student Update


Agenda

• Client Collaboration

• Banner Student Release Highlights• Banner Student Release Highlights

—8.0 - 8.3

PCI• PCI

• Banner Flexible Registration

• Questions/Discussion

35

November 13 2009

Client CollaborationNovember 13, 2009

Agile Methodology Facilitates Superior Collaboration

37Course ID 1188

Agile: Every 30 Days We….

Key Roles

You are one of our users and a key member of the team

Banner 8.x Enhancements Overview

November 13 2009

Banner 8.x Enhancements Overview

November 13, 2009

Globalization of Higher Education – 8.0

• Expands and standardizes field sizes to help address the rapidly changing, competitive, global environment

— Unicode/UTF-8 Database Encoding

— Names: 60 characters— Telephone: 15

characters— Postal Codes: 30

characters— IDs: 20 characters— Expanded currency and

amount fieldsP t d— Postsecondary Electronic Standards Council (PESC)

— CCITTE Telephone


Standards— HR-XML Specifications

Globalization of Higher Education – 8.0

• Greater precision with currency transactions—Currency transaction amounts -- Banner Finance

17 Ch t ith 2 d i l iti (17 2)• 17 Characters – with 2 decimal positions (17,2)• Example: 999,999,999,999,999.99• 999 trillion of whatever currency client uses

—Finance Unit Price: 19 characters – with 2 decimal places (19,2)

—Currency conversion rate – Banner Generaly• 17 characters with 7 decimal positions (17,7)• Example: If the base currency is US Dollars,

for the EURO currency code, the enteredfor the EURO currency code, the entered rate would be 0.683153.


Supplemental Data Engine (SDE) – 8.0

• A simple way to add data fields to Banner forms in Banner 8.0 without customization

Allo s data to be stored that is not part of e isting Banner—Allows data to be stored that is not part of existing Banner Data Model

—New data is related to existing tables —New table stores all supplemental values—Does not alter the underlying database model—Provides upgrade independent additions and alterations —Users can enter supplemental data from any form that

uses a database table where supplemental data rules have been defined


Supplemental Data Window – 8.0

• The user interface that is used to display, insert, update and delete Supplemental Data


Mass Entry Forms – CC Phase V - 8.0

• Improves and Reduces data entry of Admissions, General Student, Graduation information

— Adds standard Search, Update and Results

— Provides ability to use l i l ipopulation selection

— Includes process specific update and/or insert

— Adds ability to insert ystudent letter

— Provides preview list— Audits mass entry usage

Fi d d di l ll— Finds and displays all updates, successful and not successful

— Holds mass update later


for batch

Registration Mass Entry – CC Phase V - 8.0

• Adds efficient Administrative capability to add, drop, or swap a class for a group of selected studentsstudents

— Follows consistent frameworkE bl ifi— Enables specific registration error checking on selection

— Provides group registration and drops/adds:

• Swapping• Mass addMass add• Mass drop• Initial registration• Drop for non-


payment

Seat Reservation Enhancements – CC Phase V - 8.0

• Provides convenient capability for students with reserved seating priority to fill unreserved seats

— Uses curricular data• Field of Study

Uses academic data— Uses academic data• Matriculated term• Admission term• Learner ea e

Graduation term• Attribute• Cohort

Add d t— Adds reserved seat overflow option


Fee Assessment Enhancements – CC Phase V - 8.0

• Provides assessment of fees across multiple curricula

— Uses curricular data• Field of Study

— Uses student data• Student Type• Student Rate• Student Attribute

G d M d• Grade Mode• Instructional Method• Residency

— Modify Fee AssessmentModify Fee Assessment report to display concurrent curricula information


Min and Max Registration Hours – CC Phase V - 8.0

• Enables enforcement of registration credit hour policies

— Adds ability to restrict maximum hours by more than level

— Adds ability to restrict student from dropping below minimum hours

— Display minimum andDisplay minimum and maximum hours on Add/Drop Self Service page


Registration Restriction Enhancements – CC Phase V - 8.0

• Extends and enhances the registration restriction rules for course and schedules

— Enforces registration across multiple curricula

— Allows designation of field of study, department, attribute code, cohort code in ,rules

— Adds registration error messages formModifies section roll— Modifies section roll to include rolling from catalog


Catalog Extract and Load – 8.0

• Improves ability to quickly and efficiently exchange course catalog data for transfer articulation

— Provides foundation for complete transfer articulation solutionarticulation solution

— Enables quicker decisions for transfer students

— Reduces data entry— Extracts Internal

Catalog data— Upload ExternalUpload External

Transfer Catalog data


On-line Application to Graduate – 8.0

• Enables Student to submit intent to graduate information so graduation evaluation and plans can be initiated

— Provides ability to apply and view graduation application on-line

— Allows rules configuration to control applicationspp

— Provides ability to submit and pay fees via self serviceAllows manual roll of— Allows manual roll of learner to outcome on learner curriculum tab


Automated Course Wait Listing Management – 8.0

• Manages student course waitlist eligibility and status based on configurable rules

— Enables detailed wait listing controls

— Provides registration gerror checking BEFORE adding to wait list

— AutomatesAutomates notification when seat opens

— Enables self service wait list status andwait list status and position look-up


Incomplete Grade Processing – 8.0

• Automates the process for incomplete grade changes based on institution-based policies and practices

— Allows Registrar to define default permanent grades and time limits

— Converts incomplete grade automatically in history after yexpiration date

— Optionally, allows instructor to specify grade and dategrade and date

— Display default grade and expiration date on forms and self service


Automated Faculty Load and Compensation – 8.0

• Improves integration between Banner HR and Banner Student for faculty assignments

— Provides links in HR Compensation for course information, ,course calculation details, and job details

— Automates facultyAutomates faculty assignment loads from Banner Student to Banner HR compensationcompensation


2009 Regulatory Releases – PCI Patch

• Payment Card Industry-Data Security Standard (PCI-DSS)

• October 2009 - “Payment Processor Connection” forOctober 2009 - Payment Processor Connection for PCI-DSS Compliance— Introduction of Payment Processor Integration via New

URL Redirections and Web ServicesURL Redirections and Web Services• Replaces Java Payment Client (JPC)

—Release of patches for both 7.x and 8.x—Compartmentalizes PCI-DSS Compliance RequirementsCompartmentalizes PCI DSS Compliance Requirements— Interoperability Tested w/ Vendors

• Cashnet, Nelnet, Tier (Official Payments), Touchnet• Complete details on ActionWeb• Complete details on ActionWeb

—FAQ 1-6CH32F— "Banner Unified Digital Campus Payment Card Changes”

which is posted to the


• which is posted to the

Banner Student 8.2

CAPP XML Output:• Description: The CAPP XML Output feature provides the

bilit t t tability to extract• CAPP-related data into an XML formatted file that can be

used for testing and reporting purposes.• This feature makes CAPP report(s) easily customizable,

provides continuity of formatting across• multiple reports and allows the output to be used by• multiple reports, and allows the output to be used by

external report writers and channels

Banner Student 8.3

Expose the New 8.0 Attributes for General Person Data in the UI and API's:

• Description: Banner 8.0 - four new fields were added to the bio/demo tables—last name prefix house number address line 4 and—last name prefix, house number, address line 4, and

telephone country—The fields were not exposed for data entry in 8.0

release—8.2 release - the fields now exposed and available

for data entryfor data entry—All Banner products updated Banner forms and self-

service—Allows optional capture of this data

Study Paths Phase I – 8.3• Students may pursue more than one program of study, or

“study path” at the same time• Each study path may or may not begin simultaneously• Each study path will have course registrations associated to it,

those courses may be applicable to specific study paths or all study paths

• Each study path may need to be billed independently and withEach study path may need to be billed independently and with a different charge per credit hour

• The student may also progress at different rates on each study path.

Phase I – INB Registration only• Enrollment: Need to independently record student status and

enrollment for each study pathe o e t o eac study pat

• Registration: Need to record how each course is applied to each study path at registration, and the applied indicator carried forward to academic historycarried forward to academic history.

Study Paths Phase I – 8.3Phase II – release TBD• Fee Assessment: account for the credit/billing hours

associated for each study path and also be represented in the audit trails for fee assessmentaudit trails for fee assessment.

• Billing: Apply contracts and exemptions to the fee raised for a particular study path and produce a separate statement p y p p p(invoice) for each study path.

• Grade Roll: Need to respect the application of courses to study pathsstudy paths.

• Progress, GPA and Academic Standing: Need to be recorded for each study path.y p

• Holds, Leave of Absence, Attributes, Classification, Class Rules (SGACLSR) and Cohorts: Need to be recorded for each study pathstudy path.

Study Paths Phase I – 8.3

Development Partners• University of Quebec at Montreal (Canada)University of Quebec at Montreal (Canada)• University of Middlesex (UK)• University of Central Lancashire (UK)• University of Central Lancashire (UK)• Charles Sturt U University (Australia)

A t li C th li U i it (A t li )• Australian Catholic University (Australia)• University of Illinois (US)• Florida Keys Community College (US)

Transfer Articulation Overwrite Option – 8.3

• Description: The Transfer Articulation Overwrite Option for Banner Student

• 8.3 enables an advisor or articulation officer to choose whether to overwrite or retain existing articulation records.

Banner Student Web Services – 8.3

• First step in new architecture—Web Services to improve integration

Thi d P t S t l h d l• Third Party Systems, e.g. class scheduler• SGHE systems – e.g. DegreeWorks• For use by Banner systems, e.g. Flexible Registration

—Release 8.3• Catalog• ScheduleSchedule

—Beyond 8.3 – still TBD• Pre-requisite checking using DegreeWorks

R i t ti dit• Registration edits• Other?

Banner Flexible RegistrationRelease 3.0 Design Composites


Home Page


Home Page Alternate


Search Results and Schedule View


Search Results and List View


Class Details


Adding Classes From Saved Plan


Viewing Existing Registrations


Registration – Class Options


Registration – Selecting Options


Registration - Results


Registration - Errors


Managing Existing Registrations


Saved Plan Management


SunGard Higher EducationSunGard Higher EducationProduct RoadmapsProduct RoadmapsppNovember, 2009November, 2009

Segment: Student Services – Financial Aid Release Date Component Release Key Features

December Plus - Financial Aid 1.2 Winter regulatory updates including: ISIR import, load, correction and print

December Matrix – Fin Aid 2.6.3.6 Winter regulatory updates g y p

Q1-2010 January

Banner - FinancialAid

7.16/8.6 Winter regulatory release includes ISIR, Institutional Methodology, Federal Methodology, etc. Also includes defect corrections

January Banner - Financial 8 6 1 Need analysis SaaSJanuary Banner FinancialAid

8.6.1 Need analysis SaaS

January Matrix – SAS 2.6.3.6 Winter regulatory release for Matrix

February Banner - Financial Aid

8.6.2 Term based budgeting and algorithmic (based on programs)Aid programs)

February Plus - Financial Aid 1.2 Institution Need Analysis System (INAS)

March Plus - Financial Aid 1.2 Packaging Aid Resource System (PARS) and finalPell Payment Schedules; Common Origination &Pell Payment Schedules; Common Origination &Disbursement (COD)

March Banner - Financial Aid

7.17/8.7 Spring regulatory release includes: Final Pell Schedules redelivery (if needed), Common Origination & Disbursement (COD), and CommonLine Updates as required

November 13, 2009 79

Segment: Student Services – Banner Student Release Date Component Release Key Features

December Banner – Student 8.3 NSC enhancements; transfer articulation; study path registration; defect corrections

December Banner Flex Reg 3 01 Compatibility with Banner 8 2December Banner – Flex Reg 3.01 Compatibility with Banner 8.2

2010 - Planning Banner Student 8.4 All features are in planning and are tentative at this time.•Student Centric SemestersD W k I t ti W b S i (•DegreeWorks Integration Web Services (pre-

req web service)•Study Paths II - continued work •Baseline of Banner Flexible Registration traditional registration UI g•HEOA textbook solution•Duplicate PIDM •Automated waitlist registration and flex reg edits upon saving into a plan

Banner – Flex Reg 3.1 Duplicate PIDM, Extensibility tools, ODDI

Banner Student New UI for Banner Student


Segment: Student Services – Banner GeneralRelease Date Component Release Key Features

December Banner – General 8.3 Support for 11g; Performance improvements, Baseline Mass Update Utility, OCAS support, defect corrections


Thank You!


Questions

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