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Thoughts From the Finance Team
by Frank MaltionMaltino, Finance Team Lead
Over the past month of Banner training, the Finance Team has made some observations that we would like to share.
Banner is quite different than our existing system and has multiple levels of detail , which we feel will be beneficial when we begin to learn how to use its reports - while at the same time the system is very complex.
Steve Barcus, the Finance Module trainer from SIG, is a good trainer. He clearly explained the subject matter and used repetition and student participation to ensure that the student students understood the material. In addition, he demonstrated the material he has/is presenting by using actual Banner screens, which helped me better understand the processes. Since the system is new to us, we are very unfamiliar with the Banner screens, and at times there appear to be many options to be selected on each screen to extract or enter data. Given the extensive level of detail, we do expect the system to be able to provide useful reports. One module that we have just completed our initial training on is the Endowment Module. In short, a high level of detail which may be good, but out of the box reporting and unitization are not meeting expectations. We look forward to more hands on training, more reporting capabilities and more practical “how to do” applications.
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