The Challenge
After acquiring another university, Roosevelt University faced a high-stakes, time-sensitive integration project: migrating data from the acquired institution’s incompatible third-party ERP system into their existing Ellucian Banner environment, Roosevelt’s primary ERP solution. To meet federal financial aid regulations and avoid disruption for over 500 incoming students, the entire migration had to be completed in just a few weeks.
Roosevelt engaged multiple vendors, but each one deemed the timeline unworkable. The institution needed a partner with the technical expertise, higher education insight, and operational agility to execute the migration on time—without compromising data accuracy.
The Solution
- Developed a custom integration strategy to bridge Roosevelt University’s Ellucian Banner ERP/SIS with a third-party ERP platform used by the acquired institution.
- Conducted rapid discovery and analysis to identify essential data sets needed for financial aid eligibility, prioritizing critical student and enrollment records.
- Established a high-accountability project plan, requiring Roosevelt to complete specific internal tasks by firm deadlines to ensure smooth handoff and data accuracy.
- Engaged cross-functional teams from Roosevelt and SIG to coordinate system mapping, data transformation, and validation efforts.
- Maintained open communication with university leadership, offering ongoing status updates, issue triage, and expert recommendations throughout the project.
- Adapted integration workflows in real time, adjusting scope and sequencing as Roosevelt navigated staffing and system readiness challenges.
Results & Impact
- 100% of required student data from the acquired university was integrated into Ellucian Banner.
- Over 1,000 new students were successfully processed and awarded financial aid within the federally mandated timeline.
- Project delivered in under 90 days, despite industry peers claiming it couldn’t be completed in time.
- Zero system downtime and zero data integrity issues reported during or after integration.
- Roosevelt met all compliance requirements tied to federal financial aid distribution.
- Highlighted SIG’s ability to deliver mission-critical results under pressure, reinforcing trust from senior leadership.
Future Outlook
Roosevelt University now views SIG’s integration approach as a long-term model. After successfully migrating third-party ERP data into Ellucian Banner, Roosevelt plans to apply SIG’s structured planning, accountability, and flexible execution to future initiatives. SIG’s partnership-driven methodology is shaping how Roosevelt tackles complex projects and modernizes systems across departments.
