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Banner Workflow Kick-offPresented by: Joshua AversaSunGard Higher EducationApril 11, 2010Session ID 0718Agenda Slide What is Banner WorkflowClient UpdatesUpdated RPE ProcessProfessional Services UpdateRelease UpdatesThe Banner Workflow RoadmapClient Workflow CommonsBanner Workflow at Summit 2010Session ID 0718Open Digital CampusOur vision and framework for making digital campus environmentsmore flexible, efficient, innovative and cost-effective2

What is Banner WorkflowBanner Workflow automates business processes by movingdocuments, information, and tasks between participantsActivities Organized in UML DiagramsUtilizesStarted ByBusiness EventsThrough the Databaseor Web ServicesPeopleProgressed byBusiness Rules and Conditionsto Paths, Roles, Peoplein parallel or in sequenceAttachmentsBannerBDMSCustom FormsEmailManual ActivitiesDatabaseApprovals3rd Party IntegrationResults inBetter tification4Session ID 0718Banner Workflow Client UpdatesWelcome new Banner Workflow Clients!Blinn CollegeMorehouse School of MedicineCalifornia University of PennsylvaniaShippensburg UniversityColorado Community College SystemSkidmore CollegeDawson Community CollegeSlippery Rock UniversityEast Stroudsburg UniversitySUNY Maritime CollegeEastern Illinois UniversityTAFE South Australia ‐ DFEESTEscuela Politecnica del EjercitoTexas State University‐San MarcosGoldsmiths College, University of LondonUniversidad San SebastianINSPER Instituto de Ensino e PesquisaUniversity of New HavenISCP ‐ Sociedade Educacional S/AUniversity of South Carolina, ColumbiaKentucky State UniversityUniversity of the District of ColumbiaMiles Community CollegeSession ID 07186

Recent Case Study – St. Johns UniversityCombination of Banner Workflow and BDMS DeliversBusiness Process Improvements and ImprovedCustomer Service at St. John’s University Needed to quickly and efficientlyprocess additional 32,000 applicationsand accompanying documentation Achieved significant business processimprovements throughout the universityReduced processing time forapplications by 86% - from two weeks totwo daysDelivered improved service to students,deans and other internal staffGained ability to better manage staffworkload whether in or away from office7Session ID 0718Recent Case Study – St. Johns University A few notable quotes from the study:— “By incorporating workflow with imaging, we have achieved significantbusiness process improvements, improved service to our students and weare leveraging our investment and resources in our Banner ERP.”— “Even though our freshman students were one of 53,000 applicants, theydidn’t feel like they were part of a big number. They felt like they werebeing reviewed promptly and getting good service. “— “I seriously doubt we could havehandled the increased volume ifwe were not using imaging andworkflow. The solutions enabledus to handle the increase withoutincreasing clerical staff and tocontinue to provide great customerservice.”Session ID 07188Upcoming Case Study – University of DenverContribute to university’s sustainability initiatives andstreamline work processes using Banner Workflow,BDMS, and Banner Self-Service Results: Consumption of paper has been greatly reduced Processes are streamlined and more transparent Staff members can process about 15 new hires inthe time it used to take to complete one Auditing trail is strengthened Data is more accurateSession ID 07189

Upcoming Case Study – University of Denver A few notable quotes from the study:— “Imaging just provides an electronic picture of a document, butwhen you incorporate workflow, you find many instances whereyou don’t even need a paper document anymore”— “In the past, [the new hire process] was a lengthy, paper-drivenprocess that often times required additional communicationbetween the central office and the hiring unit. Now the entireprocess for a new hire can be executed in just a few minutes.“— “Workflow is very important to our university. It translates toimprovement in processes which ultimately impact the bottom line.It helps us to do more with our existing resources and it greatlyreduces errors.”Session ID 071810Recent Client Case Studies - Wayne State UniversitySunGard Higher Education Banner WorkflowAccelerates Processes and Improves StudentServices at Wayne State University At peak times Wayne State will process 250-300grade changes a day. Each one used to take up to amonth to process. With Banner Workflow they nowhave most processed within a minute! Not only does that speed free up those students tomove forward with other administrative processes,the workflow also helps them give better customerservice by automatically notifying the processstakeholders all along the way.Session ID 071811Recent Client Case Studies - Wayne State University A few notable quotes from the study:— “We are always being asked to do more with less, andBanner Workflow is a great enabler to meet this challenge.Any process that is labor intensive, complicated, and takesa lot of time for people to do is ripe for Banner Workflow.”— “I can’t say enough good things about the BannerWorkflow product. It has been one of the most beneficialapplications since we implemented the Luminis Platformand Banner Self Service on our campus.”Session ID 071812

Updated RPE ProcessNew RPE Management ProcessOur Commitment to You:45 DaysSubmissionResponse14 daysAcknowledgeSubmissionInternalReviewAnd CustomerAdvisoryBoardReviewWe will review the entire inventory of RPEsfrom January 1, 2006 to today by the end ofAugust 2010.More Information is Available via the CustomerSupport Center (FAQ 1-B2T8YC) or ActionLine14Session ID xxxxNew RPE Management Process – Next StepsInventory Update Continue the RPE InventoryUpdate Process throughAugustMilestoneDateINED201016% Complete ATTAMarchOALG Create RPE ManagementArea on Commons— This is how you willmeasure us – how weinsure transparency More Information isAvailable via the CustomerSupport Center (FAQ 1B2T8YC) or ActionLineSession ID 71833% CompleteApril 201066% CompleteJune 2010100% CompleteAugust 201015

Banner Workflow ServicesPresented by: Lori MautheHelping You Get Workflow Up and RunningService PackagesValueServicePackage 1: Banner WorkflowBasicSee the value BannerWorkflow can provide withminimal effort from yourteam60 HoursPackage 2: Banner WorkflowFoundationsBegin to leverage Banner140 HoursWorkflow by learning how tobuild and deploy your ownworkflowsPrebuilt Workflow ModelsFurther leverage PrebuiltBanner Workflow Modelsfrom SunGard HigherEducationFixed fee plusHoursWorkflow TrainingSQL for WorkflowWeb Services for WorkflowWorkflow Process Analysis40 Hours each17Session ID 718Prebuilt WorkflowsGeneral / Other Name Change NotificationAddress Change NotificationDeceased NotificationDuplicate Record ProcessingQueue List ManagementAdvancement New Designation Process New Gift NotificationFinancial Aid New Financial Aid AwardNotification Withdrawn Student NotificationSession ID 718Finance Purchase Order CompleteNotification Requisition Approval Notification New Detail Code NotificationHuman Resources New Hire Notification Termination Notification New Position Request ProcessStudent Change of Student StatusNotification Course/Section CancelledNotification18

Travel & Expense Workflow OptionsLevel 1 - Ad Hoc 1st approver based on profile Options for approval include‘approve and next approver’ Must key in the approver’s IDLevel 2 – Finance Approval Queue 1st approver based on profile Subsequent approvals based onconfigured Finance Approval Queue Separate Document typesconfigured Based on fund code, dollar amount,organizationLevel 3 – Site Specific Requirements Based on level 1 and 2 Site specific extensions19Session ID 718Remember Your next steps— Contact your Account Manager orPractice Manager Lori Mauthe(Lori.Mauthe@sungardhe.com or call972-439-4802) to get more information— Stop by the SunGard booth to obtainthe Banner Workflow Success Story20Session ID 718Release Updates

Release UpdatesOct 08Sep 09Mar 09Dec 08Dec 09Workflow FAQWorkflow 4.4.2Direct WF to BDMSIntegrationSupplied Library ChangesOther internal fixesWorkflow 8.0.1New LocalizationsIdM DefectFrench and French CanadianTranslations AvailableProvisioning Gateway8.0 Mac Modeler SupportWorkflow 8.0BDMS 8.2Identity ManagementInstance NameimprovementsProvisioningAuthenticationBDMS 8.1Easier 3rd Party IntegrationIdM Support (enables SSOopportunity with WF)Workflow CalendarsJava 522Session ID 0718Banner Workflow 8.0.1 Completed support for Banner Enterprise IdentityServices Simplified configuration of access managers Support for Banner Enterprise Identity Services 8.1release Release synced with BDMS 8.2 for SSO options 8.x Workflow Modeler support on OSX New 3 year VeriSign certificate23Session ID 0718Banner Workflow 8.0.1 – Completed support for BannerEnterprise Identity Services Completes work to provision - Workflow ProvisioningGateway supports Central IdM tralized Identity Management SystemProvisioning Rules – SPML AdapterBanner24SessionID 0718BEIS SPML AdapterWorkflowProvisioning GatewayBEIS SPML AdapterLuminisBannerWorkflowBDMS24

Banner Workflow 8.0.1 – Completed support for BannerEnterprise Identity Services Completes work to provision - Workflow ProvisioningGateway supports Simpler LDAP based centralizationLDAP/IdentityStoreBEIS Provisioning PMLAdapterBannerBEIS SPML AdapterWorkflow ProvisioningGatewayBEIS SPML AdapterLuminisBannerWorkflowBDMS25Session ID 0718Legacy Single Sign On Today’s SSO is typically a one-off, between two specificapplications, and creates a spaghetti diagram ofaccounts that are individually synchronized and hard tomaintainWeb Browserhttp://portal.sungardhe.edu.Banner Digital Campus entialPassingT&EBDMSEM26Session ID 0718Single Sign On – When utilizing Access Managers and BannerEnterprise Identity Services With centralized Access Management, the applicationsare signed-in “globally”, decreasing the complexity tomaintain and increasing the opportunities for SSObetween applications without needing a one-offconnection.Web tesverificationIdM Web Gate / CAS ServerLDAP/IdentityStoreBanner Digital Campus SelfServiceLuminisWorkflowT&EBDMSEMSession ID 071827

Single Sign On – Additional Opportunities from other applications Other applications under the same Access Managerpresent an opportunity for more seamless use of thosein a unified ticationHousingFacilitiesWeb dentityattributesverificationIdM Web Gate / CAS ServerLDAP/IdentityStoreOpen Digital Campus SelfServiceLuminisWorkflowT&EBDMSEM28Session ID 0718Banner Workflow 8.0.1 – Support for Banner EnterpriseIdentity Services 8.1 release Account provisioning XPath filters— Determine if the identity message should go to a specifictarget ionrole[prx:role 'STUDENT']— Especially useful if using BEIS without IdM Solution Identity data export filters— Improved mechanisms for loading UDC Ids andsynchronizing prior identity data SPML LDAP adapter— Directly provision LDAP v3 type directories— Uses XPath expressions to map attributes29Session ID 0718Banner Workflow 8.0.1 – synced with BDMS 8.1 forSSO options FAQ release last year on how to integrate BDMSdocuments with Workflow*Still required an initial sign-in With BDMS 8.1’s support of IdM, authentication SSOoptions increased – including launching from WorkflowCan now make use ofBEIS enabled claimsbased authenticationwhen launchingSession ID 071830