{
 "note": "Lifecycle stages tagged to core-system functions. Systems and HERM capabilities are calculated from the functions-and-features models and the Example State University ecosystems. Tagging is this site’s own judgement.",
 "lifecycles": [
  {
   "key": "student",
   "name": "Student",
   "tagline": "prospect → alumnus",
   "kind": "person",
   "accent": "#2563a8",
   "tint": "#e9f1fb",
   "border": "#bcd6f0",
   "stages": [
    {
     "name": "Attract",
     "summary": "Awareness and recruitment of prospective students.",
     "activities": [
      "Outreach and marketing campaigns",
      "Events and open days",
      "Inquiry capture and nurturing"
     ],
     "fn": [
      "sis:1.1 1.2 15.3"
     ],
     "systems": [
      "Banner Student",
      "Slate",
      "Navigate360",
      "Okta",
      "Ethos integration"
     ],
     "capabilities": [
      "Student Management (BC044)",
      "Identity & Access Management (BC139)",
      "Communications Management (BC220)",
      "Alumni Management (BC037)"
     ]
    },
    {
     "name": "Apply & Admit",
     "summary": "Applications received, assessed, and decisions made.",
     "activities": [
      "Application management",
      "Credential and eligibility assessment",
      "Offers and acceptances"
     ],
     "fn": [
      "sis:3.1 3.2 3.3"
     ],
     "systems": [
      "Slate",
      "Banner Student",
      "TransferTrack",
      "Ethos integration"
     ],
     "capabilities": [
      "Study Application Management (BC015)",
      "Matriculation (BC020)",
      "Campaign Management (BC109)",
      "International Student Recruitment (BC013)"
     ]
    },
    {
     "name": "Enrol",
     "summary": "Registration, housing, and payment set-up.",
     "activities": [
      "Course registration",
      "Housing assignment",
      "Tuition and fee payment"
     ],
     "fn": [
      "sis:4.1 4.2 4.3 5.1 5.2 5.3 10.1 10.2 11.1 11.2 11.3 13.3",
      "finance:5.3 5.4"
     ],
     "systems": [
      "Banner Student",
      "Banner Financial Aid",
      "Banner Student AR",
      "Banner Finance",
      "Coursedog"
     ],
     "capabilities": [
      "Financial Aid Management (BC248)",
      "Enrolment (BC021)",
      "Student Liability Management (BC246)",
      "Accounts Receivable (BC188)"
     ]
    },
    {
     "name": "Learn",
     "summary": "Teaching, coursework, and assessment.",
     "activities": [
      "Course delivery and content",
      "Assignments and grading",
      "Library and learning resources"
     ],
     "fn": [
      "sis:2.3 6.1 6.2",
      "hrm:8.3"
     ],
     "systems": [
      "Banner Student",
      "Watermark Faculty Success",
      "Canvas",
      "Coursedog",
      "Navigate360"
     ],
     "capabilities": [
      "Curriculum Production (BC004)",
      "Learning Assessment (BC029)",
      "Learning & Teaching Delivery (BC026)",
      "Workforce Resource Management (BC178)"
     ]
    },
    {
     "name": "Progress & Support",
     "summary": "Advising, degree progress, and wellbeing.",
     "activities": [
      "Academic advising",
      "Degree audit",
      "Support and case management"
     ],
     "fn": [
      "sis:6.3 7.1 7.2 7.3 8.1 8.2 9.1 9.2 9.3 12.1 12.2 12.3 13.1 13.2",
      "hrm:9.1 9.2"
     ],
     "systems": [
      "Degree Works",
      "Banner Student",
      "Banner HR & Payroll",
      "PeopleAdmin",
      "Navigate360"
     ],
     "capabilities": [
      "Student Academic Progress Management (BC046)",
      "Learning Recognition Management (BC018)",
      "Academic Advice (BC053)",
      "Compliance Management (BC170)"
     ]
    },
    {
     "name": "Complete & Confer",
     "summary": "Program completion and credentialing.",
     "activities": [
      "Graduation clearance",
      "Award conferral",
      "Transcript and credential issue"
     ],
     "fn": [
      "sis:8.3 14.1 14.2"
     ],
     "systems": [
      "Banner Student",
      "Parchment",
      "Degree Works"
     ],
     "capabilities": [
      "Completion Award (BC035)",
      "Records Management (BC145)"
     ]
    },
    {
     "name": "Alumni",
     "summary": "Ongoing engagement and giving.",
     "activities": [
      "Alumni engagement",
      "Donor cultivation",
      "Lifelong learning"
     ],
     "fn": [
      "sis:14.1 14.3",
      "finance:8.1"
     ],
     "systems": [
      "Banner Finance",
      "Banner Student",
      "Parchment",
      "Raiser’s Edge NXT"
     ],
     "capabilities": [
      "Records Management (BC145)",
      "Fundraising (BC253)",
      "Completion Award (BC035)"
     ]
    }
   ]
  },
  {
   "key": "faculty",
   "name": "Faculty",
   "tagline": "recruit → transition",
   "kind": "person",
   "accent": "#2e7d53",
   "tint": "#e7f4ec",
   "border": "#bfe0cc",
   "stages": [
    {
     "name": "Recruit & Hire",
     "summary": "Sourcing, selection, and appointment of academic staff.",
     "activities": [
      "Position posting",
      "Search and selection",
      "Appointment and contract"
     ],
     "fn": [
      "hrm:1.3 2.2 3.1 3.2 3.3 8.1"
     ],
     "systems": [
      "PeopleAdmin",
      "Banner HR & Payroll",
      "Interfolio",
      "Equifax I-9 Management"
     ],
     "capabilities": [
      "Talent Acquisition (BC175)",
      "Human Resource Management (BC171)",
      "Organisational Design (BC172)",
      "Workforce Planning (BC174)"
     ]
    },
    {
     "name": "Onboard",
     "summary": "Identity, access, and workspace provisioning.",
     "activities": [
      "Account and identity creation",
      "Access to systems and email",
      "Workspace and equipment"
     ],
     "fn": [
      "hrm:1.1 1.2 3.4 6.1 6.2 11.2",
      "research:12.1"
     ],
     "systems": [
      "Banner HR & Payroll",
      "State benefits portal",
      "CITI Program",
      "PeopleAdmin",
      "Self-Service Banner Employee"
     ],
     "capabilities": [
      "Remuneration & Benefits Management (BC176)",
      "Human Resource Management (BC171)",
      "Workforce Training & Development (BC182)",
      "Talent Acquisition (BC175)"
     ]
    },
    {
     "name": "Teach & Research",
     "summary": "Delivering courses and conducting research.",
     "activities": [
      "Course delivery and grading",
      "Research activity",
      "Library and collaboration tools"
     ],
     "fn": [
      "hrm:8.3",
      "sis:4.2 6.1",
      "research:1.3 11.1"
     ],
     "systems": [
      "Kuali Research",
      "ecrt",
      "Watermark Faculty Success",
      "Banner Student",
      "Coursedog"
     ],
     "capabilities": [
      "Research Project Design (BC070)",
      "Research Funds Management (BC073)",
      "Timetable Management (BC027)",
      "Learning Assessment (BC029)"
     ]
    },
    {
     "name": "Develop & Promote",
     "summary": "Review, development, tenure, and promotion.",
     "activities": [
      "Performance and peer review",
      "Professional development",
      "Tenure and promotion"
     ],
     "fn": [
      "hrm:7.3 8.2 11.1 11.3"
     ],
     "systems": [
      "Banner HR & Payroll",
      "PeopleAdmin",
      "Interfolio"
     ],
     "capabilities": [
      "Workforce Performance Management (BC181)",
      "Remuneration & Benefits Management (BC176)",
      "Workforce Training & Development (BC182)"
     ]
    },
    {
     "name": "Transition",
     "summary": "Offboarding, retirement, or emeritus status.",
     "activities": [
      "Offboarding and knowledge handover",
      "Access deprovisioning",
      "Emeritus / alumni status"
     ],
     "fn": [
      "hrm:4.3 6.2 8.4"
     ],
     "systems": [
      "Banner HR & Payroll",
      "TIAA plan portal"
     ],
     "capabilities": [
      "Remuneration & Benefits Management (BC176)",
      "Human Resource Management (BC171)",
      "Compliance Management (BC170)",
      "Identity & Access Management (BC139)"
     ]
    }
   ]
  },
  {
   "key": "researcher",
   "name": "Researcher",
   "tagline": "plan → close-out",
   "kind": "person",
   "accent": "#4f46b5",
   "tint": "#edecfb",
   "border": "#cbc8ef",
   "stages": [
    {
     "name": "Plan",
     "summary": "Identifying opportunities and planning research.",
     "activities": [
      "Opportunity discovery",
      "Team and partner planning",
      "Proposal shaping"
     ],
     "fn": [
      "research:1.1 1.2 1.3 1.4"
     ],
     "systems": [
      "Kuali Research",
      "Pivot-RP",
      "Banner Finance"
     ],
     "capabilities": [
      "Research Project Design (BC070)",
      "Research Funds Management (BC073)",
      "Research Opportunity Management (BC066)",
      "Research Grant Management (BC215)"
     ]
    },
    {
     "name": "Fund",
     "summary": "Securing grants and awards.",
     "activities": [
      "Proposal submission",
      "Budgeting",
      "Award set-up"
     ],
     "fn": [
      "research:2.1 2.2 2.3 3.1 3.2"
     ],
     "systems": [
      "Kuali Research",
      "Banner Finance"
     ],
     "capabilities": [
      "Research Fund Sourcing (BC072)",
      "Research Grant Management (BC215)",
      "Business Process Management (BC216)",
      "Contract Management (BC156)"
     ]
    },
    {
     "name": "Set up & Assure",
     "summary": "Compliance, ethics, and protocol approvals.",
     "activities": [
      "Ethics and integrity review",
      "Protocol approvals",
      "Compliance checks"
     ],
     "fn": [
      "research:3.3 6.1 6.2 7.1 7.2 8.1 9.1 9.2 10.1 10.2 12.1 12.2",
      "finance:7.1"
     ],
     "systems": [
      "Kuali Research",
      "Cayuse Human Ethics",
      "Banner Finance",
      "Visual Compliance",
      "Cayuse Animal Oversight"
     ],
     "capabilities": [
      "Research Ethics Management (BC094)",
      "Research Integrity Management (BC212)",
      "Compliance Management (BC170)",
      "Research Funds Management (BC073)"
     ]
    },
    {
     "name": "Conduct",
     "summary": "Doing the research — data and infrastructure.",
     "activities": [
      "Data collection and analysis",
      "Compute and storage",
      "Collaboration"
     ],
     "fn": [
      "research:4.1 4.2 5.1 5.2 6.3 7.3 11.1 11.2",
      "finance:7.2",
      "hrm:5.5"
     ],
     "systems": [
      "Kuali Research",
      "ecrt",
      "Cayuse Animal Oversight",
      "Banner HR & Payroll",
      "Banner Finance"
     ],
     "capabilities": [
      "Research Funds Management (BC073)",
      "Research Ethics Management (BC094)",
      "Research Grant Management (BC215)",
      "Contract Management (BC156)"
     ]
    },
    {
     "name": "Disseminate",
     "summary": "Publishing and sharing outputs.",
     "activities": [
      "Publication and outputs",
      "Repository deposit",
      "Impact tracking"
     ],
     "fn": [
      "research:13.1 13.2"
     ],
     "systems": [
      "Research data warehouse",
      "Kuali Research"
     ],
     "capabilities": [
      "Business Intelligence & Reporting (BC211)",
      "Research Performance Management (BC090)",
      "Advanced Analytics (BC144)",
      "Compliance Management (BC170)"
     ]
    },
    {
     "name": "Close-out",
     "summary": "Reporting, archiving, and award close.",
     "activities": [
      "Financial and technical reporting",
      "Data archival",
      "Award close-out"
     ],
     "fn": [
      "research:4.3 13.3",
      "finance:7.3 7.4 9.2"
     ],
     "systems": [
      "Banner Finance",
      "Kuali Research",
      "Research data warehouse",
      "AssetWorks"
     ],
     "capabilities": [
      "Research Funds Management (BC073)",
      "Internal Audit (BC163)",
      "Research Grant Management (BC215)",
      "Records Management (BC145)"
     ]
    }
   ]
  },
  {
   "key": "staff",
   "name": "Staff",
   "tagline": "recruit → transition",
   "kind": "person",
   "accent": "#b26a1e",
   "tint": "#fbeed6",
   "border": "#e7cd9a",
   "stages": [
    {
     "name": "Recruit & Hire",
     "summary": "Sourcing and appointing professional staff.",
     "activities": [
      "Position posting",
      "Selection",
      "Appointment and contract"
     ],
     "fn": [
      "hrm:1.3 2.2 3.1 3.2 3.3"
     ],
     "systems": [
      "PeopleAdmin",
      "Banner HR & Payroll",
      "Equifax I-9 Management",
      "Interfolio"
     ],
     "capabilities": [
      "Talent Acquisition (BC175)",
      "Organisational Design (BC172)",
      "Workforce Planning (BC174)",
      "Compliance Management (BC170)"
     ]
    },
    {
     "name": "Onboard",
     "summary": "Identity, access, and tooling set-up.",
     "activities": [
      "Account and identity creation",
      "System access",
      "Equipment and induction"
     ],
     "fn": [
      "hrm:1.1 1.2 3.4 6.1 6.2 11.2"
     ],
     "systems": [
      "Banner HR & Payroll",
      "State benefits portal",
      "PeopleAdmin",
      "Self-Service Banner Employee",
      "TIAA plan portal"
     ],
     "capabilities": [
      "Remuneration & Benefits Management (BC176)",
      "Human Resource Management (BC171)",
      "Talent Acquisition (BC175)",
      "Workforce Training & Development (BC182)"
     ]
    },
    {
     "name": "Work & Manage",
     "summary": "Day-to-day work and operations.",
     "activities": [
      "Service requests",
      "Finance and procurement",
      "Collaboration"
     ],
     "fn": [
      "hrm:4.1 4.2 5.1 5.3 5.4 6.3 7.1 7.2 13.1 13.2 13.3",
      "finance:4.4"
     ],
     "systems": [
      "Banner HR & Payroll",
      "UKG Dimensions",
      "Self-Service Banner Employee",
      "SAP Concur",
      "PeopleAdmin"
     ],
     "capabilities": [
      "Workforce Resource Management (BC178)",
      "Payroll Management (BC214)",
      "Business Process Management (BC216)",
      "Human Resource Support (BC183)"
     ]
    },
    {
     "name": "Develop",
     "summary": "Training and performance management.",
     "activities": [
      "Learning and development",
      "Performance review",
      "Career pathways"
     ],
     "fn": [
      "hrm:3.5 7.3 11.1 11.3"
     ],
     "systems": [
      "Banner HR & Payroll",
      "PeopleAdmin"
     ],
     "capabilities": [
      "Remuneration & Benefits Management (BC176)",
      "Workforce Performance Management (BC181)",
      "Workforce Training & Development (BC182)",
      "Talent Acquisition (BC175)"
     ]
    },
    {
     "name": "Transition",
     "summary": "Offboarding and deprovisioning.",
     "activities": [
      "Exit and handover",
      "Access deprovisioning",
      "Records retention"
     ],
     "fn": [
      "hrm:4.3 6.2"
     ],
     "systems": [
      "Banner HR & Payroll",
      "TIAA plan portal"
     ],
     "capabilities": [
      "Human Resource Management (BC171)",
      "Remuneration & Benefits Management (BC176)",
      "Identity & Access Management (BC139)"
     ]
    }
   ]
  },
  {
   "key": "p2p",
   "name": "Procure-to-pay",
   "tagline": "request → record",
   "kind": "process",
   "accent": "#a8650f",
   "tint": "#f9efe0",
   "border": "#ecd69a",
   "stages": [
    {
     "name": "Request",
     "summary": "A department asks to buy goods or services.",
     "activities": [
      "Shopping and requisitions",
      "Budget check",
      "Approval routing"
     ],
     "fn": [
      "finance:3.1 13.1"
     ],
     "systems": [
      "Banner Finance",
      "Jaggaer eProcurement",
      "Etrieve",
      "Self-Service Banner Finance"
     ],
     "capabilities": [
      "Business Process Management (BC216)",
      "Procurement (BC193)"
     ]
    },
    {
     "name": "Source & contract",
     "summary": "Suppliers are chosen, vetted and put under contract.",
     "activities": [
      "Bids and sourcing events",
      "Supplier onboarding and vetting",
      "Contract terms"
     ],
     "fn": [
      "finance:3.2 3.5"
     ],
     "systems": [
      "Banner Finance",
      "PaymentWorks",
      "Jaggaer eProcurement"
     ],
     "capabilities": [
      "Procurement (BC193)",
      "Contract Management (BC156)",
      "Tax Management (BC191)",
      "Risk Management (BC168)"
     ]
    },
    {
     "name": "Order",
     "summary": "A purchase order or card purchase commits the spend.",
     "activities": [
      "Purchase orders",
      "Purchasing card use",
      "Encumbrance"
     ],
     "fn": [
      "finance:3.3 3.6 11.2"
     ],
     "systems": [
      "Banner Finance",
      "Jaggaer eProcurement",
      "SAP Concur"
     ],
     "capabilities": [
      "Procurement (BC193)",
      "Financial Planning & Analysis (BC190)"
     ]
    },
    {
     "name": "Receive",
     "summary": "Goods and services are received and assets tagged.",
     "activities": [
      "Receiving",
      "Asset tagging",
      "Returns"
     ],
     "fn": [
      "finance:3.4 9.1"
     ],
     "systems": [
      "AssetWorks",
      "Banner Finance",
      "Jaggaer eProcurement"
     ],
     "capabilities": [
      "Asset Management (BC197)",
      "Procurement (BC193)"
     ]
    },
    {
     "name": "Invoice & pay",
     "summary": "Invoices are matched and suppliers are paid.",
     "activities": [
      "Invoice matching",
      "Payment runs",
      "1099 and tax reporting"
     ],
     "fn": [
      "finance:4.1 4.2 4.3"
     ],
     "systems": [
      "Banner Finance",
      "Jaggaer eProcurement",
      "Bank treasury portal"
     ],
     "capabilities": [
      "Accounts Payable (BC187)",
      "Tax Management (BC191)",
      "Bank Management (BC192)",
      "Advanced Analytics (BC144)"
     ]
    },
    {
     "name": "Record",
     "summary": "The spend lands in the ledger against the right fund.",
     "activities": [
      "Journal posting",
      "Commitment release",
      "Spend reporting"
     ],
     "fn": [
      "finance:2.1 12.1"
     ],
     "systems": [
      "Banner Finance",
      "Finance data warehouse",
      "Etrieve"
     ],
     "capabilities": [
      "Business Intelligence & Reporting (BC211)",
      "General Accounting (BC249)"
     ]
    }
   ]
  },
  {
   "key": "b2c",
   "name": "Bill-to-cash",
   "tagline": "charge → reconcile",
   "kind": "process",
   "accent": "#a8650f",
   "tint": "#f9efe0",
   "border": "#ecd69a",
   "stages": [
    {
     "name": "Charge",
     "summary": "Tuition, fees and other charges are assessed and billed.",
     "activities": [
      "Tuition and fee assessment",
      "Customer invoicing",
      "Billing statements"
     ],
     "fn": [
      "finance:5.1",
      "sis:10.1"
     ],
     "systems": [
      "Banner Finance",
      "Banner Student",
      "TouchNet"
     ],
     "capabilities": [
      "Accounts Receivable (BC188)",
      "Student Liability Management (BC246)"
     ]
    },
    {
     "name": "Collect",
     "summary": "Payments are taken, plans managed and debts pursued.",
     "activities": [
      "Payment plans",
      "Collections and holds",
      "Refunds"
     ],
     "fn": [
      "finance:5.2",
      "sis:10.2"
     ],
     "systems": [
      "Banner Finance",
      "TouchNet",
      "Banner Student"
     ],
     "capabilities": [
      "Accounts Receivable (BC188)",
      "Student Liability Management (BC246)"
     ]
    },
    {
     "name": "Receive cash",
     "summary": "Money arrives through cashiering, gateways and banks.",
     "activities": [
      "Cashiering",
      "Payment gateway",
      "Deposits"
     ],
     "fn": [
      "finance:6.2"
     ],
     "systems": [
      "TouchNet",
      "Banner Finance"
     ],
     "capabilities": [
      "Bank Management (BC192)"
     ]
    },
    {
     "name": "Post",
     "summary": "Student and aid activity is posted to the general ledger.",
     "activities": [
      "Student ledger to GL",
      "Aid to GL",
      "Ledger control"
     ],
     "fn": [
      "finance:5.3 5.4",
      "sis:10.3"
     ],
     "systems": [
      "Banner Student AR",
      "Banner Finance",
      "Banner Student",
      "TouchNet",
      "Ethos integration"
     ],
     "capabilities": [
      "Student Liability Management (BC246)",
      "Accounts Receivable (BC188)",
      "Financial Aid Management (BC248)",
      "Scholarship Management (BC010)"
     ]
    },
    {
     "name": "Reconcile",
     "summary": "Bank, ledger and subledgers are agreed.",
     "activities": [
      "Bank reconciliation",
      "Subledger reconciliation",
      "Variance follow-up"
     ],
     "fn": [
      "finance:2.4 6.1"
     ],
     "systems": [
      "BlackLine",
      "Banner Finance",
      "Bank treasury portal"
     ],
     "capabilities": [
      "General Accounting (BC249)",
      "Bank Management (BC192)"
     ]
    }
   ]
  },
  {
   "key": "r2r",
   "name": "Record-to-report",
   "tagline": "structure → assure",
   "kind": "process",
   "accent": "#a8650f",
   "tint": "#f9efe0",
   "border": "#ecd69a",
   "stages": [
    {
     "name": "Structure",
     "summary": "The chart of accounts, funds and entities are set and governed.",
     "activities": [
      "Chart of accounts design",
      "Fund and entity structure",
      "Value governance"
     ],
     "fn": [
      "finance:1.1 1.2 1.3 1.4"
     ],
     "systems": [
      "Banner Finance",
      "Etrieve"
     ],
     "capabilities": [
      "General Accounting (BC249)",
      "Business Intelligence & Reporting (BC211)",
      "Data Management (BC143)"
     ]
    },
    {
     "name": "Record",
     "summary": "Journals, internal charges and payroll costs are recorded.",
     "activities": [
      "Journal entries",
      "Internal service charges",
      "Labor distribution"
     ],
     "fn": [
      "finance:2.1 2.2 10.2",
      "hrm:5.5"
     ],
     "systems": [
      "Banner HR & Payroll",
      "Banner Finance",
      "Etrieve"
     ],
     "capabilities": [
      "General Accounting (BC249)",
      "Payroll Management (BC214)",
      "Research Funds Management (BC073)",
      "Accounts Receivable (BC188)"
     ]
    },
    {
     "name": "Close",
     "summary": "Periods and the fiscal year are closed.",
     "activities": [
      "Month-end close",
      "Accruals",
      "Year-end close"
     ],
     "fn": [
      "finance:2.3 2.4"
     ],
     "systems": [
      "Banner Finance",
      "BlackLine"
     ],
     "capabilities": [
      "General Accounting (BC249)"
     ]
    },
    {
     "name": "Consolidate",
     "summary": "Entities, endowments and funds roll up into statements.",
     "activities": [
      "Consolidation",
      "Endowment unitization",
      "Financial statements"
     ],
     "fn": [
      "finance:2.5 8.2 8.3"
     ],
     "systems": [
      "Banner Finance"
     ],
     "capabilities": [
      "Investment Management (BC199)",
      "General Accounting (BC249)"
     ]
    },
    {
     "name": "Report",
     "summary": "Results go to leaders, regulators and the public.",
     "activities": [
      "Management reports",
      "IPEDS and regulatory reports",
      "Audited statements"
     ],
     "fn": [
      "finance:12.1 12.2"
     ],
     "systems": [
      "Banner Finance",
      "Finance data warehouse"
     ],
     "capabilities": [
      "Business Intelligence & Reporting (BC211)",
      "Tax Management (BC191)",
      "Compliance Management (BC170)"
     ]
    },
    {
     "name": "Assure",
     "summary": "Controls and audit evidence keep the numbers trusted.",
     "activities": [
      "Internal controls",
      "Audit trail",
      "Audit requests"
     ],
     "fn": [
      "finance:12.3 12.4"
     ],
     "systems": [
      "Banner Finance"
     ],
     "capabilities": [
      "Internal Audit (BC163)",
      "Risk Management (BC168)",
      "Records Management (BC145)",
      "Advanced Analytics (BC144)"
     ]
    }
   ]
  },
  {
   "key": "p2b",
   "name": "Plan-to-budget",
   "tagline": "plan → monitor",
   "kind": "process",
   "accent": "#a8650f",
   "tint": "#f9efe0",
   "border": "#ecd69a",
   "stages": [
    {
     "name": "Plan",
     "summary": "Multi-year operating, workforce and capital plans are built.",
     "activities": [
      "Scenario planning",
      "Workforce planning",
      "Capital planning"
     ],
     "fn": [
      "finance:11.3 9.4",
      "hrm:2.4"
     ],
     "systems": [
      "Workday Adaptive Planning",
      "Banner Finance",
      "Capital projects tracker"
     ],
     "capabilities": [
      "Financial Planning & Analysis (BC190)",
      "Project Accounting (BC194)",
      "Facilities Management (BC126)",
      "Workforce Planning (BC174)"
     ]
    },
    {
     "name": "Budget",
     "summary": "The approved budget is loaded, including position funding.",
     "activities": [
      "Budget entry",
      "Position funding",
      "Budget approval"
     ],
     "fn": [
      "finance:11.1 10.1"
     ],
     "systems": [
      "Banner HR & Payroll",
      "Workday Adaptive Planning",
      "Banner Finance"
     ],
     "capabilities": [
      "Payroll Management (BC214)",
      "Financial Planning & Analysis (BC190)"
     ]
    },
    {
     "name": "Commit",
     "summary": "Spending is checked against budget as it is committed.",
     "activities": [
      "Budget checking",
      "Encumbrances",
      "Transfers"
     ],
     "fn": [
      "finance:11.2"
     ],
     "systems": [
      "Banner Finance"
     ],
     "capabilities": [
      "Financial Planning & Analysis (BC190)"
     ]
    },
    {
     "name": "Monitor",
     "summary": "Actuals are compared to budget and forecasts updated.",
     "activities": [
      "Budget-to-actual reports",
      "Forecast updates",
      "Variance review"
     ],
     "fn": [
      "finance:11.4 12.1"
     ],
     "systems": [
      "Finance data warehouse",
      "Banner Finance",
      "Workday Adaptive Planning"
     ],
     "capabilities": [
      "Business Intelligence & Reporting (BC211)",
      "Financial Planning & Analysis (BC190)"
     ]
    }
   ]
  }
 ]
}