Ellucian BPM Solutions
Roadmap
Roadmap Framing and Confidentiality
Ellucian’s roadmaps provide a general overview of our anticipated future
offerings. The information contained in Ellucian’s roadmaps is proprietary
information of Ellucian and is not to be used for any reason other than to provide
our customers, prospective customers, partners and strategic partners with a
general overview of our anticipated future offerings.
Our roadmaps are not a commitment, promise or other obligation on the part of
Ellucian to deliver any particular code or functionality, and the roadmap data should
not be relied on in making a purchasing decision. Ellucian reserves the right to
change its roadmap information, in whole or in part, without prior notice and at the
Company’s sole discretion.
Market Drivers that shape the roadmap
Improve accountability and
consistency of campus
processes
Provide consistent and
unified user experiences
Automate new kinds of
processes and activities to
meet more campus neeeds
Become more efficient and
Productive without
increasing resources
• Need accountabliity and transparency from campus department processes
• Be more efficient in campus processing while making the most of their current resources
Exec. Leadership
• Effectively communicate through timely and meaningful interactions with students and staff • Consistancy is required for student, staff and
faculty processing so everyone has a simlar experience
Admin/Acad. Depts.
• Need to Reduce TCO and reduce the cost of maintaing their systems
• More types of processes need automation on campus and they need tools to meet new needs
Audience
Challenge
• Understand where they stand in any campus processing with better transparency
• Simple student approval and processing needs should happen in minutes, not weeks
CIO/IT
Students
Roadmap Goals
1. BPM / Workflow features and solutions that solve more higher education challenges
2. Updated integration with the core ERP, Portal, and eventing systems
3. Reduced TCO and increased productivity in building and using workflows
4. More flexibility in the design and implementation of campus workflows
5. Better integration services to support custom customer needs
Quality
2012 2013 2014
Jan-Jun Jul-Sep Oct-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec
Ellucian Roadmap Legend
F e a tur es Pr e v ie w /T heme T e c hnology APIs 80% 65% 50% Exploring
- This release is focused on quality
Features
- This release is focused on features and functions
Technology
- This release is focused on architectural enhancements
- This release is focused on APIs
Example Feature
Quality APIs
Example Feature
Example Feature
Target deliverable: features,
capabilities, architectural enhancements, etc. Color indicates confidence level
Investment Category:
Helps to group targets for any release into primary investment categories:
Example Feature
Confidence Level Legend: See
definitions and disclaimers on next slide
Information presented here is subject to change at any time at the sole discretion of Ellucian and should not be relied upon in making any purchase decisionEllucian Proprietary Information © 2012-13 Ellucian. All Rights Reserved
Release Theme: Summary
level description of release scope or theme
Confidence Level Definitions
We use the term confidence level to describe the likelihood that the items on the roadmap will be delivered at the dates shown on the timeline. There are many factors that impact our ability to predict delivery including but not limited to:
• Customer priorities – Our releases are driven by customer feedback and prioritization. Sometimes the priorities change due to any number of external factors. At any time, we may change the priorities in any given future release to better reflect our customers’ interests.
• Quality Targets – Each of our product releases undergoes a stringent quality assurance process prior to release. Should a particular capability not meet our quality targets, we may choose to defer that specific capability to a future release or not complete the development of that capability at all.
• Design Constraints – In response to customer feedback, we attempt to provide visibility beyond the next product release. In doing so, we share capabilities that reflect customer requests but have not gone through the technical
design phase. In some cases, the technical design phase will reveal a larger level of effort and dependencies that make the original timeframe infeasible. Further, the design phase could reveal that the capability is not technically feasible at all or not cost effective resulting in abandonment of effort.
• Budget Cycles – For roadmaps that might include visibility beyond the current Ellucian fiscal year budget, all items are subject to financial progress against goals and the availability of funds for that particular project in future budget cycles. • Engineering Forecasting Accuracy – All roadmap items are subject to some level of forecasting accuracy
imprecision resulting in certain functionality pushing out to later releases on a roadmap timeline.
The further out the release date, the higher the likelihood that one or more of these factors will impact the accuracy of our roadmaps. That is why we clearly indicate less than 100% confidence for our next release even though it may scheduled to be released in the short-term, and why we use decreasing confidence levels for items that are further out on the roadmap.
Quality
2012 2013 2014
Jan-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec
F e a tur es i18n Themes T e c hnology 80% 65% 50% Exploring Features
Information presented here is subject to change at any time at the sole discretion of Ellucian and should not be relied upon in making any purchase decision
Technology i18n
Ellucian Proprietary Information © 2012-13 Ellucian. All Rights Reserved
Delivered
Ellucian BPM Roadmap
French Workflow 8.1 WebLogic 11g, Browser,
CAS, Java Updates Luminis 5 Portlets Dynamic Roles,
Choices, Data Sources
Custom Web Forms
Workflow Instance Name Update
Java 7 Support
Banner Workflow XE
Ongoing Quality Updates and Defect Corrections RESTful Web Services
Spanish / Br Portuguese Workflow 8.2
Ongoing DB, App Server, and Technical Currency Cancel Multiple
Workflow Processes Worklist Filtering
Ongoing i18n and Localizations
Continued version updates to Spanish and Br Portuguese New localizations – French Ongoing global investments Easier management of larger scale
workflow environments
Additional web services, available as RESTful implementation
Luminis 5 worklist, launch, alerts XE Architecture and UX alignment Oracle DB and App Server, Java, and browser updates
Greater flexibility in the interaction of roles, users, and data
JavaScript/CSS for flexible forms Easier finding and filtering of tasks
Product Acronym Key:
BPM = Business Process Management WF = Banner Workflow I18n = Internationalization Timer Activity Spanish / Br Portuguese Workflow 8.1 Additional i18n UTF-8 Support UXD Enhancements Features
Dynamic Roles
(Delivered Q3 2012)
Features
Feature Description
Ability to route workflow activity to a role based on the value of a context
parameter at runtime rather than having to know the role at modeling time.
An example of use would be departmental approval workflows, where the
specific department depends on the context of the workflow as well as what is
specifically being approved in any given process instance.
Customer Value
• Provides more flexibility in the development of workflows • Simplifies modeling required to do departmental approvals • Reduces the on-going cost and upkeep of workflow models
Dynamic Choices
(Delivered Q3 2012)
Features
Feature Description
Retrieves values for Custom Form Activity Drop Downs and List controls at
runtime from any datasource providing the most current values. Can retrieve
values contextually using parameters within the specific workflow instance in
order to adjust and filter datasource queries.
Customer Value
• Supports use of dynamic, run-time data within web form drop-down and list controls • Allows workflow models to address more dynamic processes and use cases
Dynamic Data Sources
(Delivered Q3 2012)
Features
Feature Description
Queries used in Dynamic Choices are stored in Dynamic Data Sources.
Dynamic Data Sources are centrally configured, and can be reused across
workflow models to promote consistency in data usage, simplified update for
data or logic changes, and easier build of new models with dynamic data.
Customer Value
• Supports reuse of data queries and logic, across workflow models
• Reduces maintenance effort across various models when data or logic changes
• Reuse across models helps consistency and more rapid building of new workflow models
JavaScript / CSS for Custom Web Forms
(Delivered Q3 2012)
Features
Feature Description
Custom Activity Forms can now take advantage of JavaScript libraries,
opening up new features like JavaScript validation, CSS styling, and other web
form enhancements.
Customer Value
• Additional flexibility in creation, presentation, validation, and action taken by Workflow web forms • Adds data validation, rich text editing, form section show/hide, wizard processes, and styling to forms • Supports JavaScript and CSS application to Workflow Custom Activity forms
Weblogic 11g FMW Support
(Delivered Q3 2012)
Feature Description
Support of Oracle’s Weblogic Fusion Middleware 11g server aligning
Banner Workflow with other Ellucian products.
Customer Value
• Aligns with technical environment for Banner and other Ellucian products • Enables consolidation of servers across Ellucian products
• Reduces server costs and maintenance overhead
T
e
chnology
Timer Activity
Features
Feature Description
New modeler and engine activity that allows workflows to pause until a certain
date or amount of time has passed. For example, new kinds of workflows can
be modeled that allow work to be done outside of the workflow’s scope while
checking periodically for completion before continuing.
Customer Value
• Ability to include time- & date-based or elapsed time-based pauses in workflow models and processes • Very useful for:
• Pausing a process and then continuing at a certain time/date
• Sending a communication at a designated time/date or after an elapsed period • Looping a process node to periodically check for a condition before proceeding
Workflow Instance Name Update
Features
Feature Description
Ability to update the instance name of a running Workflow process. Delivered
as a Business Component within the Banner Workflow Business Component
Catalog (BCC). Helpful for providing additional context to worklist items for
task and process clarity for participants.
Customer Value
• Supports providing additional workflow instance context and worklist clarity
• Workflow instance name can be updated at run-time within a live workflow process instance • Names can be changed more than once and by different logic or parameters within a process
Luminis 5 Portlets
Feature Description
Workflow portlets for the Banner Workflow Worklist, Business Process manual
launching, and Administrative Alerts.
Customer Value
• Provide simple, direct access to Banner Workflow and services, directly from Luminis 5 • Worklist items
• New process launching • Administrative alerts
• Luminis IV customers upgrading to Luminis 5 can continue to provide workflow access from their portal
T
e
i18n Localizations
i18n
Feature Description
Internationalization of Banner Workflow administrative, end user, and integration
components, localized to selected global regions. Aligns with Banner and BDM
localizations into non-English languages.
Customer Value
• Internationalization of Banner Workflow administrative and user components • Localizations to Spanish, Brazilian Portuguese, and French
• Aligns with localized and translated versions of other Ellucian products including Banner and Banner Document Management
• Ongoing value in increased i18n support and localizations over time
Cancel Multiple Workflow Processes
Feature Description
Ability to stop or cancel multiple running workflow instances in bulk, using
filters which may include date range, workflow’s name, process definition
name, or workflow process status.
Customer Value
• Easier administration of very large workflow environments with many simultaneously active processes
RESTful Web Services
Features
Feature Description
Ability to use RESTful implementation of web services to interact with external
systems and processes, in addition to SOAP-based web services provided
for Banner Workflow
Customer Value
• Better integration capabilities and options to interact with the workflow engine from other systems • Leverage Banner Workflow for or alongside other elements of campus infrastructure and process
Feature Description
Banner Workflow user interface updated with UX improvements consistent
with other Banner XE products.
Customer Value
• Improved visual and experience consistency across Banner XE products
UXD Improvements
Banner Workflow XE
Feature Description
Ability to use Banner XE pages within workflow processes in a manner
similar to existing ability to use Banner 8.x forms within processes.
Customer Value
• Allows use of Banner XE pages within workflow processes
• Supports application of Banner Workflow to automate processes whether Banner 8.x or XE technology is needed for the business process
T
e
chnology
Worklist Filtering
Features
Feature Description
Worklist users can filter their worklist items by workflow process instance
context parameter values.
Customer Value
• Help user to locate and prioritize their work based on worklist filters
• Find and address tasks easily, based on the specifics of running workflow instances
• More time available to complete tasks or for high-value activity, instead of searching for work, or unintentionally focusing on lower-priority tasks