Financial Aid - Modernization

75%

Status

In Process [In Process]

75% complete, updated on Mon 1/19/26 7:57 PM by Jeannette Jasmin Ramos

During the Financial Aid session on 1/16, the John Kuta (from Financial Aid) ran two successful CalGrant pipeline tests. Anna Marie and John Kuta will continue to these pipelines before the next session on 1/23. Ellucian consultant, Louis, Anna Marie, and Hugo have all agreed that the pipeline is no longer a SaaS issue, and these will continue to be tested and configured as part of Baseline Validation 2. 

Details

Dates
Tue 5/27/25 - Fri 2/27/26
Acct/Dept
Financial Aid
Type
Information Technology Projects / Information Technology Projects
Health
Green - On track
Program(s)
Created
Thu 10/16/25 12:24 PM
Modified
Mon 1/19/26 7:58 PM
Benefit/Purpose
Briefly describe what you hope to achieve by executing the project, including anticipated benefits.
To modernize and align Solano's use of Ellucian Banner Financial Aid module with SaaS best practices by identifying current-state gaps, replacing customizations with baseline or extensible solutions, and ensuring Financial Aid functional readiness through structured testing and transition support.

Ellucian will lead planning and initiation workshops for the Financial Aid module to align stakeholders, introduce the transition support framework, and present tailored test plans. These workshops will also cover recommended testing scenarios and data populations, and establish a standardized findings report format.

During the User Acceptance Testing (UAT) phase, Ellucian will provide dedicated resources to guide the Solano team through each migration cycle. This includes real-time support for issue resolution, enhancement suggestions, and continuous review of findings to ensure comprehensive test coverage.

As the project progresses to go-live, Ellucian will offer consultative support to ensure a smooth transition into production. This includes validation of functional capabilities and post-go-live assessments to confirm operational readiness.
Deliverables Requested
List or summarize all specific deliverables resulting from this project. What will the project produce or deliver? These should include items that are specific, measurable, achievable, realistic, and time bound.
(1) Assessment and Analysis:
Conduct a comprehensive analysis of the Banner Financial Aid module. Identify SaaS compatibility gaps module.
(2) Recommendations, Planning and Support:
Ellucian will:
-Deliver a detailed assessment report summarizing findings and providing actionable recommendations.
-Recommend replacement of custom or modified processes with baseline Banner functionality or SaaS-safe extensibility options.
Functional, Solutions and Technical consultants support the adoption of baseline or SaaS extensibility solutions
(4) Support and Enablement:
Provide consultative support, guidance, and training to functional teams during the alignment and transition to SaaS.
Ensure client readiness by verifying environment setup and access prior to engagement.
(5) Testing
Ellucian will facilitate user acceptance testing and ensure all modules are configured, tested, and operational in the production environment.

Program Review & Participatory Governance

Budget Health
Green
Resource Health
Green
Schedule Health
Green

Manager

JR
Jeannette Jasmin Ramos

Alternate Manager(s)

CT
Claudia Tenty