Strategic and Organizational Consulting

Banner SaaS Readiness Assessment

This assessment and corresponding roadmap outline the necessary readiness steps to ensure compliance within the SaaS environment. This evaluation will address current infrastructure, account management, customizations and the integration of ancillary applications and third-party vendors. The primary objective is to identify and understand the steps needed to prepare the existing Banner environment for SaaS compliance prior to initiating the migration process.

Banner Technical Environment

Ferrilli can assess your institution’s Banner SaaS readiness, including system setup and utilization versus your institution’s needs; meet with staff; review the modules for General Ledger, Rules and Security, Purchasing and Procurement, Accounts Payable, Electronic Approvals, Fixed Assets, Inventory, Research Accounting, Budget Development, Reporting, Finance Self Service, Interfaces, Procedures and other relevant add-ons.

We will conduct onsite meetings, interviews and research and provide a final report identifying lessons learned and the institution’s “wish list” for improved functionality. The assessment will result in a detailed roadmap and timeline for Immediate Actions, Medium-Sized Projects and Long-Term Projects to enhance Banner usage and overall efficiency.

Campus-Wide Assessment (Insights 360)

The campus-wide assessment strategically evaluates the interplay of people, processes and technology within the college ecosystem to align and optimize them to achieve institutional goals, with a specific focus on enhancing student success and operational effectiveness.

Change Readiness Assessment

Our Change Readiness Assessment evaluates an institution’s preparedness for upcoming transformations. We assess organizational culture, stakeholder engagement and existing processes to identify potential challenges and opportunities, ensuring a smooth transition and effective adoption of changes across the institution.

CRM Selection and RFP Assistance

This service includes extensive documentation of business requirements for client-oriented departments, thorough market research focused on CRM solutions and seasoned guidance through the CRM selection journey. Ferrilli can also include preparation of RFP, coordination of vendor demonstrations and support in contract negotiations.

Data Governance Assessment

The Data Governance Assessment service empowers institutions to manage and protect their data assets effectively. We assess data policies, processes and accountability frameworks to ensure compliance, data integrity and enhanced decision-making, enabling colleges and universities to leverage data as a strategic asset.

ERP Selection and RFP Assistance

Ferrilli will meticulously document business requirements for multiple departments, conduct in-depth market research and provide expert guidance through the ERP selection process. The service can also include assistance with preparing the RFP and overseeing the vendor demos and subsequent contract negotiations.

IT Organizational Structure Assessment

Ferrilli’s IT Org Structure Assessment helps colleges and universities evaluate and optimize their IT departments to align with institutional goals. We analyze roles, responsibilities and workflows to ensure the IT structure supports operational efficiency, scalability and innovation in a rapidly evolving higher education landscape.

Reporting Assessment

This is a holistic and strategic assessment of an institution’s reporting strategy and includes departmental interviews regarding their ability to collect system information (financial aid, admissions, registration, finance, HR/Payroll, advancement, IT), report and data files security review and identification of potential system issues. The assessment includes a detailed report of all findings and recommendations.