Background
In August 2008, SHSU President, Dr. James F. Gaertner, announced an ERP Steering Committee to evaluate the existing SHSU legacy administrative system over the 2009 fiscal year, and make a recommendation to Dr. Gaertner regarding improving the existing system or purchasing a new ERP system. The committee, consisting of ten campus administrators, developed a plan for evaluating the current system against SunGardHE's Banner. The committee hosted several on-site demonstrations of Banner, and conducted a site visit to another institution using Banner. Each committee member also chaired sub-committees that evaluated each Banner module against SHSU's legacy administrative system. Additionally, a sub-committee was established to meet with most functional departments, discuss the current system, discuss Banner, and document and evaluate current business processes. The result of these meetings, demonstrations, and evaluations was an overall enthusiasm for adopting Banner as a replacement for SHSU's 40-year old legacy system. With the enthusiasm across campus, the committee reached an early decision to recommend purchasing Banner 8.
In December 2008, the Texas State University System Board of Regents unanimously approved Dr. Gaertner's recommendation to purchase Banner. In January 2009, SHSU staff began working with SunGard to plan the implementation of Banner 8.The modules approved for purchase and implementation included Student, Financial Aid, Finance, Human Resources and Payroll, and Enrollment Management. Given other factors with the previous system, Financial Aid was implemented early as a stand-alone module.
During the initialization phase of Banner, additional SHSU staff were brought on board to manage the project as well as provide communications and marketing support to the project. By the end of April 2009, several Strategy & Assessment and Business Process Modeling ("BPM") sessions were held with over one hundred different staff members from all levels.
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