Banner Project
Student Team Update
February 16, 2005
Today’s Agenda
Project activities defined
Review schedule
Upcoming student team activities
Open Discussion (Q/A)
Reminders
Quote worth remembering…
“If we knew what it was we are doing, it
would not be called a project, would it ?
An example of what we thought we
knew in October 2004 !
Project Team
MIC
SCT/VU Project VU Executive
Manager(s)
Leadership
Banner Project Overview Process
Establish Scope &
Budget
Contract Signed
PDD Approval
Announce Project
& Conduct Kickoff
Meeting
Create Project
Definition
Document
Establish Training
Dates
Postpone
Training ?
GO
LIVE
Select Project
Manager
Select Initial
Project Team
Install
Infrastructure
Adopt Project
Objectives and
Timeline
Conduct
Technology
Training
No
Manage Data
Conversions
Receive Training
Establish Data
Standards
Banner Project Timeline
MyVU
Finance
HR
Financial Aid
Student
Alumni
July
2004
Today
July
2005
Jan
2006
July
2006
Jan
2007
Student Module Build/Testing
Timeline
Catalog
Schedule
General Person
Faculty Load
Location Mgmt
Recruitment
Admissions
General Student
Registration
Student Billing (AR)
Academic History
Advising & Program
Planning
Dry Run Testing
July
2004
Today
July
2005
Jan
2006
July
2006
Jan
2007
Definition of Build ?
In essence, the building of a prototype for
testing purposes. This includes the
entering of rules, codes and validation
forms. Only data necessary to test this
configuration is needed during this time.
Data may or may not be moved over from
Plus to Banner. However, this will be both
decided and done during the Data
Migration stage.
How dates arrived at:
Go Live – SCT provided timeframes based on experiences and support
capabilities and VU adopted them during the planning phase and
documented them in our PDD.
End-User Training – In general, each process team has 2 weeks allocated
for training of the staff and users within their respective area. Working
backwards from Go Live dates, keeping them within 2 weeks of Go Live and
offering multiple sessions for users.
Testing w/ Data – In general, the duration was estimated based on the
amount of testing required coupled with the complexity. Working backwards
from Go Live dates, and ensuring we have completed this at least 30 days
prior to Go live, thus allocating time for unplanned activities.
Data Migration – Working backwards from integration testing period and
extending it all the way from when we receive our first data mapping
consulting visit from SCT.
Testing – Same as above.
Builds – Same as finish date as the data migration period for the particular
area and starting with the first functional workshop for this module.
Workshops – Process Team Leads identified “black out” dates and VU PM
negotiated with SCT on availability of consultants.
Banner Student
Basic Sub-Modules in Banner Student
–
–
–
–
–
–
–
–
–
–
General Person
General Student
Curriculum, Catalog & Schedule
Faculty Load
Admissions
Registration
Academic History
Accounts Receivable
Housing
CAPP (degree audit)
The Banner Systems
Financial
Aid
Student
Recruiting
Admissions
Catalog
Schedule
Faculty Load
Academic History
Location Mgt.
Registration
Accounts Receivable
CAPP
Human
Resources
Alumni
Finance
Plus to Banner
from a Functional perspective
Attend
Workshops
Configuration
(Build forms)
Data Mapping
(Crosswalks)
Testing
End-User
Training
Banner Module Milestones:
Workshops (System Education)
Builds (Configuration of forms, rules, codes, etc.)
– Review old codes and establish new ones, if necessary
– Enter into the database
Testing
– Plans (Develop and document)
– Standalone Testing (Validate configuration)
Data Migration
– Data mapping (Establishing Crosswalks)
Testing w/ data
– Module-Integration Testing (Validate configuration, converted data,
interfaces, if needed)
– System-wide-Integration Testing (Confirm compatibility with existing
production Banner modules)
Training (End-User Education)
GoLive
Steps for each Module:
• Create and train a work team of users/decision makers
• Build Banner validations and rules
• Test, refine and perfect the business process as it will exist in Banner
• Develop security profile for the process
• Build reporting infrastructure to support the process
• Convert data and test for accuracy
• Build any necessary interfaces or data bridges
• Create end-user documentation
• Train end-users on Banner
Banner Database Overview
Name
Seed
Instance
SEED
Purpose
Test Oracle and Banner
Banner upgrades.
Access
MIC
Data
SCT-delivered data.
Training
TRNG
Provide Banner system
education to VU by SCT
Consultants.
MIC and Functional
Implementation Team
using train01…train10.
SCT-delivered data.
Test
TEST
Development of
configuration data
(forms and tables)
by each functional
business area and
functional (business)
unit testing.
MIC and Functional
Implementation Team
using individual account
ids.
Initially will be a clone
of Seed database, and
later populated with VU
configuration data.
Conversion
CONV
Development of
actual data to be
converted and
functional (business)
unit testing.
MIC and Functional
Implementation Team
using individual account
ids.
Initially will be a clone
of Test database, and
later populated with VU
converted data.
Pre-Production
PPRD
Integration Testing
of all configurations and
actual data for all
modules and end-user
training.
MIC and Functional
users using individuaPro
account ids with
restricted update
privileges.
Clone of Conversion
database, but revised in
preparation of Go Live,
if necessary.
Production
PROD
Production Database
MIC and Functional
users using individual
account ids.
Clone of Pre-Production
database.
Who is Involved and when ?
Students
Steering
Team
Process
Team
Functional
Team
Faculty
Staff
Planning, Organizing, Setup, Testing, Training, Go-Live
What Can I Do?
Attend and come prepared to participate in
system education workshops
Complete workbooks as time permits after
system education workshops
Configure system by building rules, codes
and validation tables as assigned
Continually review project web site for
updates
Resources to assist you:
VU Banner Project Web Site
(accessed from MYVU)
SCTListservs (Discussion Groups)
ActionWeb (SCT Support)
Other University’s using Banner (USI, ISU…)
Reminders……
Questions