News of Note:

One of the things that is being considered is to have a cut-off date for using Banner 8 once a Banner 9 administrative module goes live.

The HR consultant will be on-site the week of Feb. 27.

Both Advancement and Financial Aid administrative modules have successfully transitioned to Banner 9.

University Registrar will provide Student module training for staff who have access to modify course schedule and student schedule.  This will occur near or post migration.  Again reminding all that this is to be accomplished through sharing of SOPs and will NOT include general Banner 9 navigation training.

Work completed:

• Consultant for Finance module has been working with the team both on-site and remotely.
• Navigation training of Student module for Registrar’s office was completed in January.

Plans for next reporting period (approximately two weeks):

• Continue to review usability concerns with two Financial Aid forms.
• The Finance training plan is being finalized with training scheduled to begin on Feb. 12.
• Working with Ellucian on accessibility issues of SSB module.
• HR testing is scheduled to begin Feb. 1 and continue into April. Training is scheduled for the final week of Feb.
• Testing and updating documentation for Student module is ongoing and scheduled to last through the end of April 2018.
• Student module for Admissions, Graduate School and Regionals is currently developing testing/training plans with help of an on-site consultant.

Upcoming Banner 9 Implementations:

• The HR go-live date is now scheduled for May 18, 2018.
• AR implementation will continue with testing and training of users through early April, with a go-live date scheduled for the week of April 10.
• Finance module scheduled to go live in April 2018.
• Student module scheduled to go live June 2018. (u.achieve users go live in Nov.)

The Banner 9 implementation project is continuing on schedule and under budget. There have been a few manageable hiccups along the way, but the project remains on track.

That progress can be seen in some of the milestones on the Administrative portions of Banner 9 that have been completed over the past few months. These include:

• University Advancement has successfully transitioned to Banner 9.
• Financial Aid briefly transitioned to Banner 9. As Financial Aid was going live, a major bug was discovered that had not been uncovered during testing. Miami is working with the vendor to implement a fix and Financial Aid plans to complete their transition to Banner 9 in January.
• A major upgrade to our imaging solution (BDM Xtender) was completed at the end of October. This upgrade was required for the Banner 9 project but affected all users of the imaging system (including those still using Banner 8).
• High-level Bursar staff completed Accounts Receivable (AR) training the first week of November, and testing has begun. The remainder of the Bursar staff will be trained in March and will transition to Banner 9 shortly thereafter.
• HR has completed their testing and training plans and will resume work in February (after the end of year processing is complete).
• From a technical perspective, all Banner 9 administrative modules have now been installed in Production and are waiting for their testing, training, and transition plans to be executed.

Looking forward, Finance will begin developing their testing and training plans in December. Plus, discussions are also beginning for testing and training planning for Registrar and Admissions.

We are also beginning to develop timelines and plans for implementing the Self-Service pieces of Banner 9 (formerly known as BannerWeb). These are the pieces used by the majority of staff, faculty, and students at Miami. Finance Self-Service will be the first of these components to be installed in Spring, 2018. The remaining Self-Service modules will be installed later in 2018 and into 2019.