Ellucian offers Banner educational ERP, including its student management system emphasizing control and reporting of process-oriented facets of education such as grading and attendance.
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Planhat
Score7.9 out of 10
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Planhat is a post-sale customer platform designed for enterprise B2B organizations to aggregate customer data, automate lifecycle workflows, and monitor account health. As a dedicated Customer Success platform, it evaluates product usage telemetry, communication logs, and financial metrics to proactively manage customer health and support value realization.
As a SIS, Banner Pages is the full meal deal. There are multiple modules that integrate out of the box. Because Banner is all I've ever used as a SIS, I can't contrast it with another program. I can say, it gets the job done for us. I will also say that a tremendous amount of time goes into strategizing how to get new functions to work for us and there always seems to be some catch that requires even more work. In general, the university has been hesitant to build too many modifications into Banner because they take a lot of time to maintain. Inevitably, a new update (of which there are MANY for Banner) will break stuff that isn't "vanilla." This is unfortunate because we've had some great ideas for how to make Banner better for us, but also understandable. If you're looking for a highly modular system, this isn't it. Banner has lots of components, but the components work the way they work and that's that. Also, don't expect very quick responses to bugs or glitches. If the bug is major, yes, it will be addressed. But, little function issues seem to be regularly overlooked.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For someone working in the Customer Success team, Planhat is a must-have software. All your client-level data can be easily managed, stored, and reviewed at any point in time by Planhat. It also helps the management and the leadership team better see each account and its usage. It also helps in identifying potentially risky customers and taking the required actions to engage and retain the account. It also gets integrated easily with other meeting recording tools wherein the summary from the tool gets easily synced with Planhat
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think it's great to use if you are tracking grades for certain classes, especially if you'd like to see how students do, comparing midterm to final grades. If you have the permissions, you can see both.
It's also good to track students individually. You can look up a certain semester, and see how they did in that particular time frame, but you can also see their cumulative gpa, or even look up their entire course history.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Reporting - you can set up filters with boolean criteria to give you insight into everything you need to know.
Playbooks - these are very good for less-experienced CSM's who need a step-by-step guide on how to deal with different stages of the customer lifecycle. More experienced CSM's may not need the playbooks.
Usage data for customers - there's a wide range of charts in Planhat that tell the story of client consumption.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have no reason not to renew with Ellucian - we are in deep with the ecosystem, and have Ellucian providing us with information technology support. If anything, should the opportunity arise, we'd probably consider adding a different ellucian tools into the suite of applications we already have on board.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
You definitely have to learn it before it becomes easy to use. It's better than it was, but it's still not entirely intuitive. You can't just look at it and play around to figure out how it works
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It takes a while to learn Planhat even for experienced users. It has limitations in terms of what data you can present where, but its important to set internal guides outside Planhat as well so everybody working collaborative. But as CSM Planhat is a great- and critical tool which I use daily to optimise my work schedule and customer interaction with various topics.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our department generally does not contact the support center for Banner but the IT department does. That being said, in the seven years that I have been here, I have not once needed to contact the support center; we have had no glitches on Banner's side that needed to be addressed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support team couldn't be better. They are quick to respond, very helpful, and thorough. Our CS manager was always happy to schedule calls to go through specific feature queries and she ensured we had a smooth and quick setup.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
PeopleSoft was more user-friendly. It also provided the ability to save and bookmark queries. PeopleSoft will allow users to use common names to search for queries. Overall, it seemed much more current than Banner. PeopleSoft provided enrollment data for specific sections which allowed one to spot trends of enrollment in a given class.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is positive ROI on the product overall. It had reduced or allowed us to focus our staff members on something which is very use and it does the job in the background.
The application has supported in a lot of ways in saving resources and utilizing them in very productive & efficient manner
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.
