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Banner Finance Implementation Project

Banner Finance Implementation Project. Information Session Introduction to Banner Finance December, 2001. Agenda . Introductions & Project Overview General Ledger & COA COA Overview Banner GL Demo Requisitions, Purchase Orders & Receiving, & Accounts Payable. Objectives.

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Banner Finance Implementation Project

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  1. Banner Finance Implementation Project Information Session Introduction to Banner Finance December, 2001

  2. Agenda • Introductions & Project Overview • General Ledger & COA • COA Overview • Banner GL Demo • Requisitions, Purchase Orders & Receiving, & Accounts Payable

  3. Objectives • Review Project Objectives • Provide Current Project Status • Identify Business Process Changes • COA, GL, Purchasing & Accounts Payable • Demo System Functionality – Web Deployment • Answer Questions & Obtain Feedback

  4. Project Objective Implement Core Banner Finance Functionality as Close to Baseline as Possible, Including: • Chart of Accounts / General Ledger • Purchasing / Accounts Payable • Budget Development • Research Accounting • Fixed Assets • Accounts Receivable

  5. Deployment Strategy Users: • FRS - approximately 200 • Banner Finance - 1000 + Web & GUI Deployment: • Web Will be Deployed Where Possible • Centralized & Departmental Functions

  6. Project Schedule Module Testing, Documentation, Reports, Feeds, Security, etc…… User Training, Conversion Planning, etc... • January to March 2002 Implementation • Go Live: April 1, 2002

  7. Project Benefits • Online Access to Financial Information • Drill Back to Source Document Info • Integrated with Student Admin System • Paperless Capabilities for Purchase Orders and Receiving • Online Historical Information

  8. Project Benefits (continued) • Other Modules Available for Future Implementation: • Grant Billing • Stores Inventory • Cost Accounting • Investment Management • Workflow

  9. What Banner is Not…. • A Data Entry System • Immediately Simple and Easy to Use • An Integrated Link With Human Resources, but Two New Forms Will be Developed for On-line Access to Salary Information Through Banner Finance • A Management Information System • An Ad-hoc Report Generator

  10. Business Process Changes All Areas: New Chart of Accounts Financial Services & Central Offices: • Paperless System for all Payments Made for Purchase Orders Issued in System Departments: • Online Requisition (for some departments) & PO Entry/Print (for all departments) • Online Receiving

  11. Project Team - Functional Team • Shirley Moulton • MUN Project Manager • Peter Mooney - COA • Sharon Rose - GL & Research Accting • Fred Christian-Quinton - Purchasing, AP & Fixed Assets • Michael Harding - Rules, Security & Approvals…. • Wayne Rose - Budgets

  12. Project Team - Technical Team • Arlene Saunders • xwave Project Manager • Steve Bown - Lead Analyst • Bill Hillyard - Lead Analyst • Gordon Genge - Programmer/Analyst • Laura Mosdell - Programmer/Analyst • Alison Snow - Programmer/Analyst • Steven Grandy – Programmer/Analyst

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