EDM (BDM) Needs Analysis for Montana State University Agenda

May 12-14, 2015

Onsite at MSU Bozeman/WebEx/Video Conference

Topic

Time

Participants

Tuesday May 12--Procrastinator Theater

BDM Project Kickoff & Demonstration plus overview of Document Type Spreadsheet

2 hours

8:45 AM – 10:45 AM

Document management lead(s), Project manager(s), and any interested parties

                Break

15 min

10:45 AM – 11:00 AM

 

Meet with Technical Team

  • Collect data about environment
  • Discuss architecture
  • Q&A
  • Discuss tables MEP enabled in Banner
  • Discuss other MEP options that will affect install activities

 

1 hour

11:00 AM – 12:00 PM

IT Staff that will be involved in BDM installation and administration, such as: Banner DBA(s), Windows server administrator(s), networking, and storage server(s).

                *Lunch-EPS 126

1 hour

 

*EPS 126 - FINANCE (Purchasing, Accounting, Accounts Payable, Budget, etc.)

 

3 hours

1:00 PM – 4:00 PM

 

Document processing leads, and decision makers for Finance/Purchase/Budget team.

Wednesday May 13—EPS 126

FINANCIAL AID

3.5 hours

9:00 AM – 12:30 PM

 

Document processing leads, and decision makers for Banner module.

                Lunch

1 hour

 

STUDENT ACCOUNTS

 

3.5 hours

1:30 PM – 5:00 PM

Document processing leads, and decision makers for Student Accounts.

Thursday May 14—EPS 126

STUDENT (Admissions, heath service, registrar, International Programs, Graduate School, other)

3.5 hours

8:30 AM – 12:00 PM

Document processing leads, users of existing document imaging system, and decision makers for Banner module.

                Lunch - Working

1 hour

12:00 PM – 1:00 PM

 

HUMAN RESOURCES

 

3.5 hours

12:00 PM - 3:30 PM

Document processing leads and decision makers for HR team.