ENGAGE: Banner 9 Transition

Your Banner 9 Information Source


ENGAGE: UNCG is taking a Giant Step towards our future as we set out to revitalize our Enterprise Resource Planning (ERP) system with Banner 9.

“Giant steps toward success require a change in culture,
clear expectations for growth and big ideas.

~Chancellor Gilliam — 2016 State of the Campus Address


ENGAGE will broaden our mission of teaching, learning and service by achieving these goals:

  • Provide an outstanding user experience with a new look and feel, and with easier navigation across devices (mobile phone, tablet, desktop) to improve accessibility for faculty, staff, and students.
  • Ensure secure, accurate and consistent data to help navigate change, achieve greater transparency, and drive efficiencies.
  • Streamline business processes, creating an ecosystem for collaborative and shared solutions to reduce costs and position UNCG for rapidly changing accountability demands.
  • Deliver the ability to analyze, measure, and improve student success initiatives to support student learning and progress to degree.
  • Afford opportunity to reallocate precious resources to support Big Ideas.
Banner is web-based software designed to facilitate campus operations. UNCG began using Ellucian’s Banner suite of ERP software in 1997 and has continued to the present, as follows:
What is Banner
  • Student Admissions, Student Registration, Student Accounts Receivable, and Financial Aid were transitioned to Banner in 1997
  • Alumni began running on the Banner ERP System in 1999
  • Banner Finance went live in July 2006 and Banner HR went live in July 2008.

Banner is the ERP System in use at all of the UNC system campuses except UNC-CH and NCSU (the latter use PeopleSoft). Version 8 of the software (“Banner 8”) is UNCG’s current system of record for institutional data.

Banner has two components: Internet Native Banner (INB) and Self-Service Banner (SSB).

  1. Internet Native Banner allows administrative offices to do daily administrative activities like maintaining curriculum or processing payroll.
  2. Self-Service Banner (UNCGenie) allows students, faculty, and staff to do personal tasks like register for classes, check vacation leave, or change direct deposit.
    Both parts of Banner (INB & SSB) rely on the same central Oracle database, which houses all official data on our campus.
oracleformsAll institutions using Banner 8 must transition to Banner 9 or some other ERP product because Oracle is abandoning the use of its Banner Administrative Forms Technology. This technology first surfaced in 1985.

  • Oracle will drop all support for use of Oracle Forms on December 31, 2018. When this happens, Internet Native Banner (INB) will no longer be supported, making any future upgrades extremely time-consuming.
  • Self Service Banner (SSB) relies on technology called Mod PL/SQL. Support of this technology will be discontinued on June 30, 2021. When this happens, students will no longer be able to register for classes, etc.
Banner 9, the newest release of the Banner ERP System, is the ERP of choice by all UNC system campuses using Banner. ecosystems_header2 The benefits of Banner 9, which resonate with UNCG’s Core Values of SUSTAINABILITY and ACCESS, include the following:

  • Employs a new application architecture that is non-proprietary, open and extensible
  • Provides web-based mobility across devices and locations
  • Features modern functionality built into the application, minimizing the need for customizations
  • Replaces the traditional software cycle with an evergreen release strategy, eliminating version-driven upgrades that cause operational disruptions
giant step
  • UNCG presently runs a highly customized Banner 8 environment. Enhancements have been programmed in-house over the years to provide needed functionality that was not available at the time of implementation.
  • Significant customizations have been made to provide extended functionality to business units at UNCG, including 148 Customized INB forms and 498 Customized SSB pages.
  • For campuses with minimal customization, moving from Banner 8 to Banner 9 represents a mere upgrade. For UNCG, however, where the ERP environment has become so complex that regular upgrades are large-scale service interruption events that require down-time and extensive functional unit testing, the move to Banner 9 is a MAJOR TRANSFORMATION.
footprintsThe expected length of time to complete this major transformation properly will be 24 – 36 months. Essential steps include the following:

  • Develop the appropriate institutional ERP Governance Model
  • Leverage expert resources to conduct Business Process Modeling and Banner 9 training for all ERP stakeholders
  • Review current business processes
  • Clean and validate institutional data in lockstep with the BPM professional engagement
  • Deploy Banner 9 as close to “out-of-the-box” as possible
  • Run Banner 8 and Banner 9 simultaneously through the transition period
  • Transition one business process at a time until fully transitioned to Banner 9
  • Sundown Banner 8
UNCG is currently running the following Banner 8 Modules:


  • Finance
  • Human Resources
  • Student (Admissions, Registration, Academic History, Catalog)
  • Financial Aid
  • Accounts Receivable
  • Alumni

In addition to these systems, other systems/applications (i.e., shadow or stand-alone systems of any type including Access and Excel) that will be impacted by the upgrade include the following:

  • E~Print
  • Room Scheduling (Ad Astra)
  • Ad Astra Platinum
  • ODS
  • WebFOCUS Reporting and Report Caster
  • Nolij Web Imaging
  • Admission Pros and Apply Yourself
  • Degree Works
  • Automic (aka UC4, AppWorx)
  • Banner Workflow
trainingThere will be various types of training made available: for system developers, division level technical staff, and end users.

  • System developers receive extensive technical training six months to a year prior to the “go-live” date. A development team comprising representatives from the functional areas responsible for the module will then complete the implementation and configuration of the module. Core developer skills to include PL/SQL, Groovy/Grails, Java, Javascript, CSS3, HTML5, Git, etc.
  • Technical staff at the division level will be involved in applicable pieces of both the technical and functional training.
  • Training for module users (e.g., deans, directors, department chairs, academic advisors, and staff) will take place one to two months before that module’s “go-live” date. End-user training will be ongoing, with courses available to new employees and those who want to brush up. Advanced courses will be available for those who want to learn how to make the most of Banner for their particular area.
ENGAGE: The Banner Project is led by the ERP Steering Committee, which is charged with strategic decision-making in order to ensure alignment of Initiatives with Institutional strategic objectives.

  • Provost & Executive Vice Chancellor, Dana Dunn
  • Vice Chancellor for Business Affairs, Charlie Maimone
  • Acting Vice Chancellor for Information Technology Services, Donna Heath

Enterprise Impact Team is a management group that functions in an advisory capacity. They are involved in opportunity, risk, and impact analysis; campus stakeholder engagement and buy-in; and support to the futures team for long-term success.

  • Senior Vice Provost, Alan Boyette
  • Vice Provost for Graduate Education, Kelly Burke
  • Associate Vice Provost & Director of Institutional Research, Larry Mayes
  • Vice Chancellor for Enrollment Management, Bryan Terry
  • Associate Vice Chancellor for Finance, Steve Rhew
  • Associate Vice Chancellor for Administrative Systems, Lee Norris

Student SuccessIntegrated Futures Team: These are our future University leaders with expertise in one or more essential university business processes. Comprising members from Academic Affairs, Student, Finance, Human Resources, Advancement, and IT; they have the ability to work broadly across many different functional groups as a collaborative team with institutional vision. They are responsible for:

  • Institutional data integration
  • Optimization of business processes across the University
  • Reduced customization and complexity
  • Best practice implementation

Implementation of each major Banner module is led by the following team leaders:

ENGAGE Project Manager:

  • Kristine Sunda – Executive Director of Banner 9 Implementation


  • Quita Loflin, Financial Reporting

Human Resources and Payroll:

  • Joella Anderson, Systems and Procedures
  • Sean Farrell, Human Resources


  • John Lucas, Financial Aid
  • Elizabeth Cranford, Registrar’s Office
  • Jana Walser-Smith, Division of Online Learning

IT and Data Standards:

  • Sarah Carrigan, Institutional Research
  • Craig Montgomery, Management Information Systems
  • Donna Balser, ITS, Banner Trainer

Strata Information Group (SIG): Contracted to work with the Integrated Futures Team and other ERP stakeholders for the duration of the project

  • Review all University business processes, Banner 8 customizations, and data end to end with all stakeholders
  • 24-36 month engagements
  • Banner 9 experts on-site
  • Each sprint = 1 week, 6 business processes
  • Deliverables – recommended disposition for all customizations and business processes based both on industry best practice and Banner 9 functionality – UNCG Banner 9 Implementation Roadmap
  • Leverage external experts to train functional units and migrate business processes to Banner 9
  • Clean and validate data in lockstep with BPM professional engagement


UNCG will invest significant financial and human capital in moving from Banner 8 to Banner 9. The upgrade process will provide:
why should I care 3
  • informed institutional decision-making with reliable data
  • hybrid cloud ERP – true 24x7x365 resilience, on-demand burstable resources
  • modern web-based, mobile experience for students, faculty, and staff – you can use any computer and any browser
  • repurpose existing resources to big ideas
  • enhanced services for students, faculty, and staff along with alumni, parents of students, donors, and job applicants
  • increase productivity, empower community members, and simplify operations
  • help enable institutional transformation (e.g. general education curriculum)
  • increase student retention
  • improve access to information
  • support effective decision making
  • less dependency on paper forms with the use of automated approval queues
Cloud HybridThe hybrid cloud is the combination of a public cloud provider (such as Amazon Web Services, Google Cloud, or Banner 9) with a private cloud platform — one that’s designed for use by a single organization (UNCG). The public and private cloud infrastructures, which operate independently of each other, communicate over an encrypted connection, using technology that allows for the portability of data and applications.

One clear benefit of a hybrid cloud model is having on-premises, private infrastructure that’s directly accessible — in other words, not being pushed through the public internet. This greatly reduces access time and latency in comparison to public cloud services.

Another benefit of a hybrid cloud model is the ability to have on-premises computational infrastructure that can support the average workload for your business, while retaining the ability to leverage the public cloud for failover circumstances in which the workload exceeds the computational power of the private cloud component.

Submit a question to the Banner 9 ENGAGE: Integrated Futures Team