Town Hall Meeting

1. Town Hall Meeting

2. Introduction Eric Brunner, Manager Human Resources, Learning and Development

3. Five Dynamics of Change • People are at different levels of readiness for change. • People feel awkward, uncomfortable and self-conscious while changing. • People initially focus on what they have to give up. • People feel alone even if everyone else is going through the same change. • During the change process, people can be at different levels of change.

4. Agenda • Introduction & the Nature of Change • Background – A Look Behind the Scenes • Progress – Laying the Groundwork • Timeline – What’s Coming Next? • Preview of Changes • What is My Role? • Questions?

5. A Look Behind the Scenes Timothy O'Rourke, Vice President Computer and Financial Services & CIO

6. A Look Behind the Scenes • 1997- Student Information Website evolved into OWLnet in 1999 • 1999 – Graduate Applications • 2000 - Undergraduate Applications, OWLink , Diamond Dollars, Report to Web • 2002 – My Housing • 2003 – Ultimus - online requisitioning • 2005 – Employee Self Service & Performance Development System • 2008 – Online grading • 2008 – DARSWeb for advisors & students

7. A Look Behind the Scenes • Human Resources System (HRS) 15 years old • Financial Management System (FMS)21 years old • Integrated Student Information System (ISIS) 25 years old

8. A Look Behind the Scenes Limitations • Programming language outdated • Information not centralized • Aging workforce - Average age = 52 (retirement: 25% in 4 years, 40% in 6 years) • No vendor support • Many functional problems • Limited ability to support new technology • Very complex infrastructure

9. ElectronicWorkflow Advising OWLnet Kronos Timekeeping OWLink Housing Document Imaging iGreentree SIMS FMS on the Web DARwin - Advising Leave Collection ISIS HRS FMS TUportal Org Hierarchy DDollars/ID Card Key: TUCourses Hyperion homegrown Effort Reporting ERA - Research vendor Cherry & White Employee Self Service Current Mainframe Environment Position Control Reporting

10. A Look Behind the Scenes Urban 13 (21) • University of Alabama – Birmingham  SunGard Banner • University of Cincinnati  SAP Finance & HR, elsewhere for Student • Cleveland State University  PeopleSoft • Florida A & M  PeopleSoft • Georgia State University  SunGard Banner • University of Houston  PeopleSoft • University of Illinois – Chicago  SunGard Banner • Indiana/ Purdue U. _ Indianapolis  SunGard Banner • University of Massachusetts – Boston  PeopleSoft • University of Memphis SunGard Banner • University of Missouri – Kansas City  PeopleSoft • University of Missouri – St. Louis  PeopleSoft • University of New Orleans  PeopleSoft • City College of New York  PeopleSoft • University of Pittsburgh  PeopleSoft • Portland State University  SunGard Banner • Temple University  Approved, Beginning Implementation • University of Toledo  SunGard Banner • Virginia Commonwealth University  SunGard Banner • Wayne State University  SunGard Banner • University of Wisconsin – Milwaukee  PeopleSoft Source : Gartner

11. A Look Behind the Scenes • Established a Steering Committee • Hired a consultant • Set guiding principles • Evaluated solutions • Obtained Board and Presidential approval • Selected SunGard Banner System

12. Gartner’s Magic Quadrant

13. A Look Behind the Scenes Banner Advantages • Enterprise Resource Planning (ERP) framework • Information centralized and standardized • Greater access to data • Improved reporting capability • Streamlined business processes • Web interface • 24 by 7 availability • Regular system upgrades

14. iGreentree Performance Development System Housing ERA - Research DARwin - Advising Integrated System Hyperion DDollars/ID Card Effort Reporting Extreme Makeover: Integrated Environment - 2012 Kronos

15. Laying the Groundwork Lynne Zullo, Project Enterprise Manager

16. Laying the Groundwork • Engaged SunGard specialists • Organized teams • Hired a Project Manager • Named project – • Developed implementation plan

17. Executive Steering Committee Members • Thomas Kupp • Larry Lemanski • Vicki Lewis McGarvey • Timothy O’Rourke (Chair) • Theresa Powell • Lisa Staiano-Coico • Stuart Sullivan • Karen Turner • Anthony Wagner • Frank Annunziato • James Bausman, Jr. • William N. Black • Barbara Dolhansky • Joanne A. Epps • Stephanie Gillin • Deborah Harnett • Peter Jones • Susan Karakantas

18. Laying the Groundwork

19. Laying the Groundwork What have we been doing? • Research visits to other Universities • Self-evaluation: • current processes • current data • current reports • Banner configuration training • System configuration

20. Laying the Groundwork • Accomplishments • Chart of Accounts draft • Crosswalk table of old FMS centers • to the new Banner FOAPAL • Data standards documents • Reporting inventory

21. Laying the Groundwork Accomplishments Infrastructure 70 servers installed and configured, 30 more coming over the next three years

22. Laying the Groundwork Accomplishments fsaAtlas With a database of over 10,000 records

23. Laying the Groundwork Accomplishments TUportal 2,400,458 logins since September 2nd Visitors from 119 countries, including the US

24. Laying the Groundwork Accomplishments TUmarketplace 1,122 orders placed since release

25. TUmarketplace • Search for products from Temple contracted vendors • Compare prices • Combine orders from different vendors:

26. What’s Coming Next? Barbara Dolhansky, Associate Vice President Computer ServicesProject Enterprise Director

27. Timeline • Student Recruiting • 9/2010 (Fall 2011) • Adm/Fin.Aid/Catalog/R25 • 10/2010 (Fall 2011) • Grading/Transcripts6/2011 • Advancement • 10/2010 • Finance/ • TUmarketplace • 7/2009 • fsaAtlas • 4/2008 • Decommission Mainframe6/2011 • Housing & Faculty Info • 11/2010 (Fall 2011) 12/2009 6/2008 12/2008 1/2009 6/2009 1/2010 6/2010 12/2010 1/2011 6/2011 12/2011 1/2008 • Reg/Cashiering/Billing • 3/2011 • (Summer/Fall 2011) • TUPortal • 7/2008 • Human Resources1/2010 • Kronos 6/2009 • Interim TUmarketplace • 8/2008

28. Preview of Changes • New policies & procedures • New online screens • New way to access systems • Familiar framework

29. Preview of Changes • One place to change your address • 24 by 7 availability • Data entry standards: • Personal Data – names, addresses & phone numbers • Building codes • Department names • Chart of Accounts • Cognos - report writer • Purchasing - TUmarketplace

30. Preview of Changes • Financial Aid • New e-grading • Room scheduling – Resource 25 • E-print – report distribution • Kronos – time entry & attendance • Expense distribution • Extender imaging • Grants management

31. Preview of Changes • Cashiering system • Online budget submission • Forms • Check request and PC jets • Treasurer’s receipt • Expense distribution

32. What is my role? • Sign up for training • Training precedes release of each module • Training dates announced Spring ’09 • Swat Team support during major go-live periods

33. What is my role? Begin using TUportal tuportal.temple.edu

34. What is my role? Stay informed www.temple.edu/enterprise

35. What is my role? Join the Banner News list www.temple.edu/enterprise

36. Advancement : • Marilia Correia • Cathleen Parsons-Nikolic • Human Resources: • Nancy L. Hinchcliff • Jennifer Silvestri • Student Administration: • Stephanie Gillin • David Glezerman • Jacqueline Resavage • Finance: • Frank Annunziato • Patricia Russo • Reporting: • Paul Smith • Al Harris • TUmarketplace • Terry Burt Questions for Panel Members?