SIS/ERP Timeline

DatesEvents and Tasks
March 28 – April 1, 2022Ellucian – Banner, Functional Demonstrations. Demos will be 5 full days (Monday through Friday) to cover all modules and functional areas.
April 11 – 15, 2022Anthology - Functional Demonstrations. Demos will be 5 full days (Monday through Friday) to cover all modules and functional areas.
April 19, 2022Anthology – Institutional Research & IT demonstration
April 20, 2022Ellucian – Institutional Research & IT demonstration
April 21, 2022Ellucian - Student Counselors-Curriculum Development and Other Questions
April 29, 2022Online Survey responses due from demonstration participants
Summer 2022Negotiate contract and pricing with preferred vendor
October 2022Board approval of award of contract
Late Fall 2022Kickoff!

 

Ellucian Vendor Demonstration Agenda

March 28-April 1 and April 20, 2022

Day 1 – Monday, March 28, 2022

Module AreaTopicsApproximate TimeLinks

General

Session

Session 1

  • Overview of Vendor Enterprise Solution, and General Navigation of System
8:30AM – 10:00AM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 10:00 AM – 10:15 AM 

Instruction

Office

Session 2

  • Catalog
  • Schedule of Classes
  • Faculty Load
10:15 AM – 12:15 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Lunch 12:15 PM – 1:00 PM 
Student

Session 3

  • CRM Prospect and Recruiting
1:00 PM – 3:00PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 3:00 PM – 3:15 PM 
Student

Session 3b

  • Admissions, Orientation, Assessment, Transcript Evaluation, Initial Ed Plan
3:15 PM – 4:45 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

 

Day 2 – Tuesday – March 29, 2022

Module AreaTopicsApproximate TimeLinks
Student

Session 4

  • Registration
8:15 AM – 10:30 AM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 10:30 AM – 10:45 AM 
Student

Session 5

  • Academic Records – Rosters, Grades & Transcripts
10:45 AM – 12:15PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Lunch 12:15 PM – 1:00 PM 
Student

Session 6

  • Academic Advising, Counseling, Student Educational Plans, Degree Audit
1:00 PM – 2:45 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 2:45 PM – 3:00 PM 

Student

Accounts

Session 7

  • Fee Assessment
  • Cashiering and Application of Payments
  • Student Accounts Receivable
3:00 PM – 4:45 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

 

Day 3 -Wednesday, March 30, 2022

Module AreaTopicsApproximate TimeLinks
Financial Aid

Session 8

  • Financial Aid – General Processing
8:00 AM – 10:30 AM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 10:30 AM – 10:45 AM 
Financial Aid

Session 8b

  • Funds Management/Work Study/ Scholarships/ Loans
10:45 AM – 12:15PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Lunch 12:15 PM – 1:00 PM 
Financial Aid

Session 8b - continued

  • Funds Management/Work Study/ Scholarships/ Loans
1:00 PM -2:30 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 2:30 PM – 2:45 PM 
Finance

Session 9 and 9b

  • Chart of Accounts/General Ledger
  • Budgeting Planning and Management
2:45 PM – 5:00 PM

Zoom Link

Demonstration Script 1 

Demonstration Script 2

Recorded Session

Survey Feedback

 

 

 

Day 4 – Thursday, March 31, 2022

Module AreaTopicsApproximate TimeLinks
Finance

Session 10 and 10b

  • General Accounting, Journal Entries, Cash Management & Period and Fiscal Year Closing
  • Grants Management and Accounting
8:00 AM – 10:00 AM

Zoom Link

Demonstration Script 1 

Demonstration Script 2

Recorded Session

Survey Feedback

Break 10:00 AM – 10:15 AM 
Finance

Session 11

  • Procurements - Purchasing - Requisitions - Accounts Payable-Fixed Assets. 
10:15 AM – 12:45 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Student

Session 19 – Concurrent Session

  • Categorical Programs – DSPS, EOPS, CalWORKs & Foster Youth.
10:15 AM – 12:15 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Lunch 12:45 PM – 1:15 PM 
Finance

Session 12

  • Travel and Expense Management
1:15 PM – 2:15 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Counseling & Advising

Session 6 – for Counselors 

  • Academic Advising, Counseling, Student Educational Plans, Degree Audit, Note tracking
2:00 PM – 4:30 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 2:15 PM – 2:30 PM 
HR and Payroll

Session 13

  • Position Control/Position Management
2:30 PM – 4:45 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

 

Day 5 – Friday, April 1, 2022

Module AreaTopicsApproximate TimeLinks
HR and Payroll

Session 14

  • Applicant Tracking and On-boarding
8:15 AM – 9:45 AM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 9:45 AM – 10:00 AM 
HR and Payroll

Session 15 and 15b

  • General HR and Salary Management
  • Benefits Management
10:00 AM –12:30 PM

Zoom Link

Demonstration Script 1

Demonstration Script 2

Recorded Session

Survey Feedback

Lunch 12:30 PM – 1:00 PM 
HR and Payroll

Session 16

  • Time – Leave Tracking and Payroll Processing
1:00 PM – 3:45 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 3:45 PM – 4:00 PM 
HR and Payroll

Session 16b

  • Performance Management
4:00 PM – 5:00 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

 

Day 6 – Wednesday, April 20, 2022

Module AreaTopicsApproximate TimeLinks
General Session

Session 17

  • Reporting Analytics and Institutional Research
8:30 AM – 10:30 AM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 10:30 AM – 10:45 AM 
IT Session

Session 18

  • Technology Review
10:45 AM-12:00 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Finance

Follow-up Student AR and Finance Session 

  • Address outstanding Questions from demo 
10:45 AM-12:15 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Lunch 12:00 PM – 12:45 PM 
IT Session

Session 18 – Continued

  • Technology Review
12:45 PM – 3:30 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Day 7 – Thursday, April 21, 2022

 

Module AreaTopicsApproximate TimeLinks
Student/Counselors 

Follow-up Session for Student Areas/Counselors 

  • Address outstanding Questions from 
2:00 PM – 3:00 PM 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

 

Anthology Vendor Demonstration Agenda

April 11-15 and April 19, 2022

Day 1 – Monday, April 11, 2022

Module AreaTopicsApproximate TimeLinks
General Session

Session 1

  • Overview of Vendor Enterprise Solution, and General Navigation of System
8:30AM – 10:00AM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 10:00 AM – 10:15 AM 
Instruction Office

Session 2

  • Catalog
  • Schedule of Classes
  • Faculty Load
10:15 AM – 12:15 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Lunch 12:15 PM – 1:00 PM 
Student

Session 3

  • CRM Prospect and Recruiting
1:00 PM – 3:00 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 3:00 PM – 3:15 PM 
Student

Session 3b

  • Admissions, Orientation, Assessment, Transcript Evaluation, Initial Ed Plan
3:15 PM – 4:45 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

 

Day 2 – Tuesday – April 12, 2022

Module AreaTopicsApproximate TimeLinks
Student

Session 4

  • Registration
8:15 AM – 10:30 AM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Break 10:30 AM – 10:45 AM 
Student

Session 5

  • Academic Records – Rosters, Grades & Transcripts
10:45 AM – 12:15 PM

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

Lunch 12:15 PM – 1:00 PM 
Student

Session 6 for non-counselors

  • Academic Advising, Counseling, Student Educational Plans and Degree Auditing
1:00 PM – 2:45 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Break 2:45 PM – 3:00 PM 
Student Accounts

Session 7

  • Fee Assessment
  • Cashiering and Application of Payments
  • Student Accounts Receivable
3:00 PM – 4:45 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Day 3 – Wednesday, April 13, 2022

Module AreaTopicsApproximate TimeLinks
Financial Aid

Session 8

  • Financial Aid – General Processing
8:00 AM – 10:30 AM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Break 10:30 AM – 10:45 AM 
Financial Aid

Session 8b

  • Funds Management/Work Study/ Scholarships/ Loans
10:45 AM – 12:15PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Lunch 12:15 PM – 1:00 PM 
Financial Aid

Session 8b - continued

  • Funds Management/Work Study/ Scholarships/ Loans
1:00 PM -2:30 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Break 2:30 PM – 2:45 PM 
Finance

Session 9 and 9b

  • Chart of Accounts/General Ledger
  • Budgeting Planning and Management
2:45 PM – 5:00 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Day 4 – Thursday, April 14, 2022

Module AreaTopicsApproximate TimeLinks
Finance

Session 10 and 10b

  • General Accounting, Journal Entries, Cash Management & Period and Fiscal Year Closing
  • Grants Management and Accounting
8:00 AM – 10:00 AM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Break 10:00 AM – 10:15 AM 
Finance

Session 11

  • Procurements - Purchasing - Requisitions - Accounts Payable-Fixed Assets.
10:15 AM – 12:45 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Student

Session 19 – Concurrent Session

  • Categorical Programs – DSPS, EOPS, CalWORKs & Foster Youth.
10:15 AM – 12:15 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Lunch 12:45 PM – 1:15 PM 
Finance

Session 12

  • Travel and Expense Management
1:15 PM – 2:15 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Counseling & Advising

Session 6 – for Counselors

  • Academic Advising, Counseling, Student Educational Plans, Degree Audit, Note tracking
2:00 PM – 4:30 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Break 2:15 PM – 2:30 PM 
HR and Payroll

Session 13

  • Position Control/Position Management
2:30 PM – 4:45 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Day 5 – Friday, April 15, 2022

Module AreaTopicsApproximate TimeLinks
HR and Payroll

Session 14

  • Applicant Tracking and On-boarding
8:15 AM – 9:45 AM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Break 9:45 AM – 10:00 AM 
HR and Payroll

Session 15 and 15b

  • General HR and Salary Management
  • Benefits Management
10:00 AM –12:30 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Lunch 12:30 PM – 1:00 PM 
HR and Payroll

Session 16

  • Time – Leave Tracking and Payroll Processing
1:00 PM – 3:45 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Break 3:45 PM – 4:00 PM 
HR and Payroll

Session 16b

  • Performance Management
4:00 PM – 5:00 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

 

Day 6 – Tuesday, April 19, 2022

Module AreaTopicsApproximate TimeLinks
General Session

Session 17

  • Reporting Analytics and Institutional Research
8:30 AM – 10:30 AM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Break 10:30 AM – 10:45 AM 
IT Session

Session 18

  • Technology Review
10:45 AM-12:00 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback

 

Lunch 12:00 PM – 12:45 PM 
IT Session

Session 18 – Continued

  • Technology Review
12:45 PM – 3:30 PM

 

Zoom Link

Demonstration Script

Recorded Session

Survey Feedback