Banner Advancement Future - kent.edu · • Pledge Feed supporting GASB/FASB rules ... •...

September 26, 2006 | www.sungardhe.com

Banner Advancement Future

Pamela Rollins, Product Manager

Banner Advancement

April 27, 2007

October 25, 2006 | www.sungardhe.com

Agenda

• Value of a Unified Digital Campus

• Components of your Banner Advancement Solution

• Unified Product Release featuring Banner 8

• Advancement Relationships and Advancement

Performance

• New Product Offers

• Your Opportunity to contribute


Banner Advancement

• Supports

• Foundation and Fund-Raising efforts • Community & Government Relations • Alumni Relations

• Key Components

• Self-Service • Constituent and Organization Management • Prospect Management • Campaign Tracking and Management • Volunteer Management • Events Management • Career Network


Your Advancement Solution

• Delivered integrations

• Flexible interfaces

• Workflow

• Luminis – portal and content management

• Operational Data Store

• Designed to support growth and changing

programmatic needs

• Standards based


Delivered Integrations

Student to Advancement • Process to Create Advancement Individual Records • Activities information • Student Co-op employment

Financial Aid System • Stewardship – sponsor criteria & contact information • Financial Aid Award Distribution

Finance System

• Chart of Accounts & rule class validation • Gift & Adjustment Feed • Pledge Feed supporting GASB/FASB rules • Membership Dues Feed • Endowment Management Module

Human Resources System • Pledge Payments via Payroll Deductions


Flexible Interfaces

• Telemarketing

• Generic data load and extract

• NCOA updates

• Phone number update

• Alumni directory

• External ratings

• Matching Gift data acquisition


In what ways would you like to

measurably improve

your institution’s performance?


What does it take to improve performance?


Engaging Your Constituents - Internal


Engaging your Constituents - External


Banner Performance Reporting and Analytics


Achieving Business Process Efficiency


Banner Advancement 7.4

• Released January 31, 2007

• Thank you –

Wake Forest University

• Roll-up of corrections since 7.3

• Pledge Installment

Enhancements

• Advancement Officer Self-

Service

• Search Criteria Enhancements

• Constituent/Organization Profile

Enhancements


Banner 8.0

• April 2008

• Enhancements to Advancement Integration with Student

• Additional Tab Forms

• Extend Target Announcement utilization within Luminis

• Common Components

• Supplemental Data Engine

• Identity Management

• Internationalization

• Global Bio-demographic

• Currency

• Character Set Support

• Security and PIN Enhancements


Enhancing the Student to Advancement

integration will measurably improve

your institution’s ability to engage and

include new constituents.


Current Functionality – APPSTDI

• Process creates advancement individual records for selected student records

• Optional data you can select • Create Employment History

• Create Activities

New Functionality – APPSTDI • Option to specify substitute college code for records with 00 college code value

• Student-Advancement Integration Results

• New records processed

• Updated records processed

• Failed records processed

• Total processed

• Overall Summary Details

• New and updated counts for each area noted

• Degree records processed

• Activity records processed

• Employment records processed

• (if Review Employment records parameter = No)

• Internship or Cooperative Education records processed

• (if Review Employment records parameter = Yes)


New Functionality – APPSTDI

• Updating existing preferred college code with incoming

college code details

• Load preferred geographic region based on preferred

address value

• Load internship or cooperative education employment

records

• Include or exclude withdrawn, deceased or inactive

student records

• Ability to select and load a salutation code and name

• Ability to insert the address name details (APANAME)


Banner 8.0 (continued)

• Travel and Expense Reporting

• Delivered by Banner Finance

• Facilitate the automation of travel expense reporting

• Will enable improved processes

• Increased awareness of expense policy

• Leverages Banner Finance, Banner HR, Luminis Platform,

Workflow and Banner XtenderSolutions

• Proposal Development and Electronic Submission

• Delivered by Banner Finance

• Will utilize the grants.gov XML schemas format known as

SOAP with Attachments

• Focus on Principal Investigator as they identify, complete

and submit grant proposals

September 26, 2006 | www.sungardhe.com

Advancement Relationships and

Advancement Performance

New Product Offers Planned Delivery end of

2008/beginning of 2009


Topics

• Advancement Relationship

• Relationship Management – our approach

• Advancement Performance

• Performance Measures – our approach


What are the Enrollment Management Solutions?

Recruiting & Admissions

Relationships


Performance

Student

Relationships

Student Retention

Performance

Advancement

Relationships

Advancement

Performance

Banner Enrollment Management Suite


Banner Enrollment Management Suite

RECRUITING & ADMISSIONS STUDENT ADVANCEMENT

The Institutional Performance Continuum

The Personal Achievement Continuum


• Segmentation and targeting

• Campaign management

• Personalized communications

• Personalized web spaces

• Persistent 360 degree view

• History of interactions

• Collaboration

• Event management

• Intelligent knowledgebase

• Surveys

• Designed for higher education

Advancement

Relationships

•Advancement staff & Alumni/Donor

workspace

•Targets donors and influencers

•Visibility into engagement and

fundraising results

•Designed for higher education


Relationships

• Recruiter & manager workspaces

• Targets prospects and influencers

• Visibility into recruiting results


Enrollment Management

Solution

Higher education functionality Banner Relationship Management

Capabilities

Student Relationships • Student services & advisor

workspaces

• Targets students and influencers

• Visibility into retention results


Relationship Management – Our Approach


Advancement Workspace

Engagement Management

• Targeting and Personalization of Groups and Individuals

• Persistent 360 degree view / complete history of

interactions

• Task Management

• Campaign Management

• Communication services

• Operational reporting

Individually Personalized interactions

• Personalized communication

• Personalized and secure websites

• Seamless personalization and interaction with constituents

from initial contact with institution


Personalized and Secure Website


Measuring Engagement


History of Interactions


Campaign/Appeal Management


Campaign/Appeal Development



Information: The Common Component

EXECUTIVES:

Need visibility into

progress towards our

goals, objectives

MANAGEMENT:

Need timely trends, summaries,

analytics of our operations

STAFF:

Need detailed reports in many

formats and ad-hoc access Admissions HR

IT

IR

$

$

$

BursarRegistrar

DirectorsAdministration

Exec Boards

President/

Chancellor

VPs

• Information needs to reach all levels of campus

• Data from lower levels must be transformed to upper levels

Detailed

data

Trend,

summary

data

Performance

data


Now … Executives Want More Than Operational Reports

• Leaders Are Focused on Difficult Strategic Issues • Monitoring ongoing effectiveness of recruitment campaigns

• Matching enrollments with institutional programs

• Recruiting best qualified applicant pool

• Responding to demand for increased accountability

• Leaders Have Strategies to Solve These Issues • Strategies identify goals, objectives and desired outcomes

• Execution of strategy is essential for success

• Leaders want to monitor progress towards strategy – not another report



Packaged Performance Management • And if even MORE information is required …

• Drill-down to reports and analytics available from all displays



Packaged Performance Management

• Unique offering from SunGard Higher Education for executives and senior management teams

• Out-of-the-box package for institutional intelligence that combines scorecards, reporting, analytics, ad-hoc access

• Progress towards objectives seen by all levels of management

• Based upon SGHE’s foundation: Banner Performance Reporting and Analytics

Admissions HRIT

IR

$

$

$

BursarRegistrar

DirectorsAdministration

Exec Boards VPs Deans

President/

Chancellor

Packaged Performance Management


Enrollment Management Landscape Advancement Performance

• Alumni Participation

• Young Alumni engagement

• Constituent demographics

• Decision factors and profile

information

• Personalized experiences &

interactions

• Assessment &

accountability

Source: Eduventures

http://www.gwu.edu/~bygeorge/021804/nationaltrendschart.html


• Interested in how SunGard can

improve our relationships and

performance product offers?

• Currently utilizing a CRM product

outside of Banner Advancement?

• Interested in data mining and

participating in defining performance

measures appropriate for

Advancement

Your Opportunity

Banner Advancement Future - kent.edu · • Pledge Feed supporting GASB/FASB rules ... •...

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