Finance & HR Banner 9 Upgrade

  • UNH Marching Band
    Banner Finance & HR Upgrade Marching Forward

Last updated: July 31, 2018

Latest News:

  • Chris Ramsay has been brought on board as a Banner Finance training consultant to help create and deliver training across the system.
  • Shamicka Lynch from Ellucian continues to work on the Banner HR training
  • Work has begun to schedule the training sessions at each campus.  Training will be starting around 9/10 and will finish up in early October (separate training sessions for HR and Finance at each campus.)  There will be both a presentation and hands-on training.
  • We continue to push forward with HR improvements and Finance discussions/recommendations.

Activities to Date:

  • Mark Kaminski has been brought into the project to focus on Banner Finance. Mark worked for Ellucian for many years and then struck out on his own as a consultant. He will be scheduling campus visits to conduct Banner Finance process reviews.
  • Banner HR: The project engaged in multiple process reviews for Banner HR.  Work is moving forward and mini-projects have been started that will address some of the recommendations that came out of the business process review sessions.
  • A Banner 9 HR trainer joined the project the week of May 21 to start looking at System and Campus training requirements.  Shamicka Lynch, from Ellucian, was involved in all of the HR review sessions with Judy Cushman as a second consultant/note taker and has already been involved in developing Banner 9 training materials for Ellucian.

Next Steps:

  • Continue to push forward with HR improvements and Finance discussions/recommendations.
  • Freeze code and test the Banner 9 environment
  • Train users in Banner 9 - Training for users is being scheduled. More information on training, soon.
  • Go live with Banner 9
  • Optimization phase in 2019 to complete items not on the pre go-live list

Project Timeline:

Title Date
Finance process reviews Spring 2018
HR process reviews Spring 2018
Prioritization of HR and Finance recommendations Spring 2018
Building the new Banner 9 environment (including agreed on improvements) Summer 2018
Code freeze and Testing begins Summer 2018
User training for Banner 9 Fall 2018
Go live for Banner 9 Fall  2018
Optimization Phase (Everything we couldn't get to before the code freeze) 2019

Contact Us

AJ Koehler, Project Manager

Useful Links and Documents

PowerPoint presentation by Russ Battista at the IT Coffee Talk, 3/20/18