Integrated Document Management for Universities Using Ellucian Banner

Mindy Rathe
August 14, 2012

Having a robust enterprise resource planning (ERP) system is a good first step to becoming more efficient. For higher education, this ERP system is Banner by Ellucian (formerly SunGard HE). With over 50% market share, it's the dominant ERP system used in universities and community colleges throughout the land.

Just because you're using the leading ERP system in your industry does not mean that it can efficiently handle the daily forest of paper documents that drive your processes. The document capture aspect can be quite complicated, requiring an intimate knowledge of both capture and the document management system. HR, enrollment services, financial aid, and accounting departments gain significant process efficiencies when they can capture the documents and have them instantly available from within the Banner interface.

The Windward Group provides the experience and expertise with the Banner platform to deliver an integrated document capture solution with EMC's InputAccel capture software. The documents are scanned using InputAccel, and automatically indexed within Banner. These documents are stored in the EMC Banner XtenderSolutions repository and can be searched for and immediately accessed from within Banner, simplifying document retrieval.

Because the number of students enrolled dictates funding for schools, integrating documents with Banner also helps capitalize on more funding by streamlining the enrollment process. This allows the staff to efficiently qualify and admit more quality students.

We also help higher education deal with the 800-lb. gorilla in the room: what to do with existing records. We can teach you how to fish (scan them yourselves) or how to be the fisherman (have us scan them for you). In either case, you can convert your paper files (backfile) and make them available electronically through Banner.

For rapidly growing institutions, The Windward Group is the ideal partner for designing and implementing a document capture strategy. Our deep experience with Banner XtenderSolutions and InputAccel complements your Banner implementation, and enables you to get the most out of your Banner investment. We can provide a unique set of services for you, ranging from consulting to a completely outsourced technology plan and implementation capability.

Once you see how we can make document capture using InputAccel a part of your team's daily activity, your administrative operations run more smoothly. Your staff spends less time looking for information and more time focusing on what is really important: providing a world-class education to your customers, the students. Whether you start in HR or student records, we're there with you every step of the way.

To learn more about our full line of document management services for higher education and integration with Ellucian, contact The Windward Group.