SCT Banner YES Implementation Team
Meeting Notes
MEETING LOGISTICS
Item
Date
Time
Location
Description
April 18, 2005
8:30 a.m.
Computer Center Conference Room – MESHEL
ATTENDEES
Facilitator(s)
Note Taker
Participants
Not Present
Dona Madacsi and Eileen Greaf
Cheryl Beil
Marianne Anderson, Catherine Cala, Troy Cross, Donna Esterly, Emily Fabrizio, Becky Geltz,
Eileen Greaf, Marayamah Hassan, Jeanne Herman, Dona Madacsi, Rick Marsico, Tom Masters,
Cleo Nastopoulos, Mary Jo Repasky, James Stanger, Bob Tupaj, and Donna Wainio.
Betty Jo Licata
AGENDA ITEMS
Review of Prior Mtg. Notes
Impl. Meeting – 4/11/05
Notes
Notes for 4/11/05 will be emailed for review.
UPDATES
1. Pat Kurisko Campus Visit
Notify Dona to schedule individual meetings.
2. Advisory Committee
3. OBUG conference 4/27/05
4. General Person Team /
Validation tables
5. Project calendar
OTHER OLD BUSINESS
1. Action items/Prior issues
2. Documentation of
Procedural Changes
TEAM STATUS UPDATES
1. Finance Team
(Marianne Anderson)
(Finance Team cont’d.)
Meets 4/19/05. Forward agenda items to Eileen or Dona today. An update will be
provided on the upcoming training.
Travel forms must be sent to Donna E. by Wed. 4/20 for approval and processing.
Attendees are encouraged to visit website for updated agenda.
Met Friday re: shared validation tables and data setup; will meet again today. Received
list of data needs for May. Team is about halfway through information. Guidelines/
policies/responsibility are being developed and team may have questions for Pat K.
Rules will be incorporated in data standards. Cleo reported on status to keep GP info
in sync in Banner, patron, and alumni during the 3-yr. period. Offices are in cleanup
process. Will do another GP load this week and test again. Marianne has about 30
new grants to add to PPRD, along with new managers (from original approved group).
Emily reported that the current Project Calendar has been posted on the YES website.
The project calendar is under the first tab, and the YSU training schedule and practice
sessions are listed separately under a second tab within the file. Historical records will
be shown at the end of each calendar.
Action Items/Issues not reviewed today.
Eileen reminded team leaders that, during team meetings, all procedural/policy
changes should be documented. This info should be forwarded to Eileen for reporting.
Richard did general consulting last Tues & part of Wed and Research Acct training on
W-Th-F. Have not received trip report to determine setups necessary for Research
Acct. Richard helped with conversion load, discussed crosswalk errors and assisted
with the budget load. Fund ORG security was loaded and appeared successful when
tested over the weekend. Now testing role class security. Loads for source inventory,
the ship table, and commodity table are done and successful. Richard did validation on
these tables. He offered his services from home this week if needed, approved by SCT
and YSU. Security issues last week involved our format for security codes (Richard
expected CUE-mail and password to be the same); but it was changed to last 4 digits of
SS# and birthday (mm-dd). Tech Team loaded everyone in INB and the functional
users in SSB. Pat K. scheduled a conference call with Pardeep (SCT) re: Bursar’s
2. Advancement Team
(Catherine Cala)
3. Communications Team
(Betty Jo Licata)
4. Technical Team
(Troy Cross)
5. Training Team
(Donna Wainio)
6. Data Standards &
Reporting (Becky Geltz)
7. Luminis (Bob Tupaj)
NEW BUSINESS
Project Management Support
receivables interface & rule codes. Tom, Jim and Rich will test the recommended
solution. Grants Billing training is next week.
Continuing with legacy data cleanup. Team members are not available to attend
OBUG with training scheduled. Have not received agenda for April & May training.
Other depts. will attend May training. Team is considering addition of Financial Aid
functional user. Andy has not confirmed moving June training up one week.
No report available.
Password rules were posted to YES webpage in effect for Test. Appworx install is
scheduled for 6/13-17 and training 6/21-23. Need a functional lead for Finance and
someone familiar with batch job execution to attend 6/22. Troy spoke with Evisions
re: Intellecheck and FormsFusion (separate installs). Decisions must be made in 2-3
weeks to get on schedule in order to print forms & checks by 7/1 GoLive. Intellecheck
creates the checks; FormsFusion uses templates that we modify. Troy emailed
Marianne pricing/install package for review. Dates will need to be added to Project
Calendar. Access from home has not been resolved. Users will need software loaded
on home PC and will receive password. Troy emphasized a need for additional
technical help with revisions, etc. Ad hoc reporting will not be up to speed on 7-1-05.
Interviews continue for the temporary DBA position. Marianne questioned status of
Data Extract Process GUAOBJS. Troy will review and activate. Donna W.
questioned SSB password restrictions, but none have been established at this time.
Awaiting OK from Evelyn (RDBA) to clone the TEST database. Also awaiting the
decision from Andy to move June Advancement training up one week.
Reporting Team is compiling data to use in an RFP but has not identified a frontrunner. WebFocus is an upgrade to our FOCUS product, thus may be approved
without an RFP. COGNOS appears to be the only product compatible with EDW, thus
may be eligible for a bid waiver. Rick suggested an objective analysis be compiled to
support the team’s recommendation which could be used in developing an RFP. Robin
Naples is emailing institutions using ODS to identify report writers being used. Team
will make a recommendation based on feedback and their analysis. Cost to purchase
WebFocus through SCT vs. IBI and Licensing requirements will be reviewed. SCT
recommends report writer be available during Objects Access View training. ARGOS
demo scheduled 4/22. Becky, Eileen, Rich Delisio and Rick M. to review evaluations
and need for an RFP.
Bob will meet with Pat, Eileen and Dona re: template plan for Luminis. Conference
call will follow with Luminis practice manager.
Finance & Advancement teams are using MS Word & Excel tasks lists from the SCT
consultants, since a Project Management Plan is not complete and tailored to YSU.
Donna E. reported that efforts are underway to bring assistance on board to formalize
and maintain the Project Plan. Potential candidates were reviewed to identify an
experienced Banner individual with Microsoft Project skills. Carol Chen, a
subcontractor with TEK Systems will be in next week for further discussions. Donna
will meet with the Executive Comm. and Cabinet to request their support. The time
from now until Adv. Go Live 9-1-05 would allow sufficient to evaluate the benefits
and determine support needed for the remainder of the implementation. Carol is a
project management and IT specialist with a solid understanding of SCT Banner and
should also provide assistance to the functional teams. It was also proposed outside
finance users (i.e., Wayne State) be contacted to share their Banner experience with the
YSU Finance Team via conference calls /campus visits.
ACTION ITEMS
New Action Items / Issues
Owner
Due Date
Status
None
YES Implementation Team
Meeting Notes
Page 2
Prior Items / Issues
Owner
Due Date
Current Status
1. Number of Banner versions SCT
will support
2. Provide Banner Summit info
Project Managers
Completed
Project Managers
ASAP
3. Projected date/method to convert
mini-databases to Banner
4. Develop interface for zip code
+4 digits
5. Determine dates & submit
requests for data loads
Advancement
Team
Technical Team
ASAP
Team Leaders
Ongoing
SCT supports current plus one version
back.
Info will be made available to teams
when received.
Method & time-frame to convert rogue
lists not currently tied to Advantage.
Investigate interface function to enter 4digit ext for zip codes.
Teams to determine schedule / sequence
for data loads & submit to Troy.
6. Banner access from home
Technical Team
ASAP
7. Problem with NEXT ID in many
tables
Technical Team
ASAP
8. Evisions
9. Determine contact(s) for system
issues after Banner “GoLive”
Technical Team
Technical Team
ASAP
ASAP
10. Summer Celebration for campus
11. Project Mgmt/Team Training
Betty Jo Licata
Betty Jo Licata
July-Aug
ASAP
ASAP
12. Corrected OR-102 trng. mat’ls
Pat Kurisko
ASAP
13. Decision who to load in General
Person before “GoLive”
14. Determine interim person/area
responsible for maintenance of
General Person data
15. Documentation of instances
Jeanne Herman
ASAP
Jeanne Herman
ASAP
Technical Team
2/28/05
Pat Kurisko
Completed
Jeanne Herman
ASAP
Rick Marsico
Completed
Troy Cross
ASAP
20. Migration Plan
Project Managers
ASAP
21. Project Definition Document
Project Managers
ASAP
Betty Jo Licata
ASAP
16. Costs for computer-based
training modules
17. Determine shared validation
tables data content
18. Touchnet vs. Evisions
& responsibility
19. E-print responsibility
22. Draft of Communications Plan
Troy will check on status, hours
available and password expiration.
Tech team to investigate interruption of
auto-generation of numbering sequence.
See Training Team report.
See Updates for current status.
Decide who will handle system issues
after “GoLive”
After Finance “GoLive”
Microsoft Project training completed.
Additional training being explored.
Materials not yet provided.
Subcommittee of team leaders have
met. See Updates for details.
Discussing person / area responsible for
maint. & verification of data.
Training instance added.
Documentation needs updated.
No additional discounts available.
Subcommittee continues to meet. See
Updates for status.
Touchnet and Evisions do not have
same functionality. Both are needed.
Will discuss with tech staff and then
form work team.
Some updates have been received;
updates should be provided weekly.
Signatures to be obtained this week.
President will distribute to the Board.
In progress.
Next Meeting – Monday, April 25, 2005 at 8:30 a.m. in Meshel Hall, 4th floor conference room.
YES Implementation Team
Meeting Notes
Page 3