Ellucian will meet with key staff and decision makers to discuss current Client practices, procedures, policies and business processes. Prior to the visit, a planning call will be scheduled and a questionnaire about current practices will be sent to Client. Using this information and higher education industry recommended practices, Ellucian will identify:
Process improvements that can be achieved through leveraging Banner Finance functionality based upon the latest releases;
Business processes that can be improved through system re-implementation;
Operational activities that would benefit from further training and/or consultative support; and
Areas where specific teams can work cross-functionally to implement integrated processes.
| Engagement | High Level Tasks | Deliverables |
|---|
| Finance System Analysis | The Finance System Analysis will focus on the core functions identified below:
• Accounts Payable
• Electronic Approvals
• Finance Self-Service
• General Ledger
• Interfaces
• Purchasing
• Reporting
• Rules and Security | • Engagement Report |
Follow on training will be provided in the accompanying Training and Consulting Scope of Work.
The service engagement will be a joint effort between Ellucian and Client staff.
At the conclusion of the on-site visit, Ellucian will summarize the findings and recommendations with the Client to:
Prioritize the items identified to provide a suggested sequence of addressing the recommendations.
O Provide a preliminary working tool for both Client and Ellucian.
After the conclusion of the System Analysis on-site visit, Ellucian will deliver a System Analysis report.
Current refresh of the Production database to a non-production environment of Banner Finance for accurate assessment of rules and validations relative to configurations activities
Provide Ellucian with access to the non-production environment of Banner
In depth training for the topics discussed during the System Analysis.
Ellucian will not provide complex setup recommendations during the engagement due to time constraints.