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Session 3. Integrated Partner Management (IPM) Presenters Molly Wyatt Susan Stallard Margaret Ayanian Andrea DiDonna. Agenda. IPM Overview IPM Benefits IPM Workbench Preview Data Migration Overview Outreach & Training Timeline: “We Are Here” Timeline: “What’s Next”

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Session 3

Session 3

Integrated Partner Management

(IPM)

Presenters

Molly Wyatt

Susan Stallard

Margaret Ayanian

Andrea DiDonna


Agenda
Agenda

  • IPM Overview

  • IPM Benefits

  • IPM Workbench Preview

  • Data Migration Overview

  • Outreach & Training

  • Timeline: “We Are Here”

  • Timeline: “What’s Next”

  • Contact Information

  • Q&A


Ipm overview
IPM Overview

Integrated Partner Management (IPM) solution provides an end-to-end view of the Federal Student Aid’s approximately 10,000 operating partners including Lenders, Servicers, Guaranty Agencies, Schools and Software Providers.

This initiative is designed to integrate and streamline core partner management business processes through reengineering, automation, modernization, and the migration of the services and data provided in multiple legacy systems.


Ipm overview1
IPM Overview

IPM consolidates business functions currently being provided by multiple systems:

Lender Application Process (LAP)

Electronic Application (eAPP)

eZ-Audit

Participation Management portion of Student Aid Internet Gateway (SAIG)

Post Secondary Education Participant System (PEPS)

Electronic Records Management (ERM)

IPM provides technology modernization with the following associated benefits:

Simplified sign-on

Consistent user experience

Ease of use and navigation

Increased security


Ipm benefits
IPM Benefits

Proactive Communications with Federal Student Aid

  • Streamlines and simplifies through automation the required notifications (paperless environment) to/from Federal Student Aid.

  • Provides eligible Partners with on-line access to entity status and eligibility information.

    Ease of Use & Consistency

  • Single entry point to sign-up for services and maintain eligibility for the Title IV program.

  • Provides consistent data.


Ipm benefits1
IPM Benefits

Reduction of Paper-based Processing

  • Increased usage of the paperless environment in the processing of compliance audit and financial statement submissions, thus reducing mail processing and time lag.

  • Provides the capability for e-Signature on required applications and forms to establish enrollment and maintain eligibility.



1. What new functionality are we really gaining with the IPM Phase 1 implementation and what’s the impact?


1. What new functionality are we really gaining with the IPM Phase 1 implementation and what’s the impact?

2. What will the IPM website look like?


Phase 1 IPM Functionality Areas

Eligibility Services

Enrollment Services

Online Submissions

User & Partner Management


Eligibility Services – Functionality

Online Submissions

Notifications & Work Queue

Document Upload

Form Viewer

Enrollment Services – Functionality

Access Rights

User Management

Partner Management


IPM Website Sample

Enrollment Services

User Management

Partner Management

Access Rights



Data migration overview
Data Migration Overview

  • Provide a scalable, iterative approach to address the data migration needs for IPM.

  • Data migration consists of four cycles including the analysis, validation, cleansing and loading of legacy data to the IPM database.


Outreach training
Outreach & Training

IPM Outreach/Communications:

  • Continue to provide IPM project status updates at Federal Student Aid conferences.

  • ACG/SMART (Fall and Spring sessions) training sessions for Schools.

  • Conduct additional focus groups (as possible).

    IPM Training:

  • Customized targeted multi-media training on IPM will be provided for all partners.

  • Target timeframe for training is 4 – 6 weeks prior to ‘Go-Live’.



Timeline what s next
Timeline: What’s Next

  • With the development effort continuing for Phase 1 of IPM, the following key milestones are on the horizon:

    • Construction phase – Targeted completion April-May 2008

    • Coordinating Data Management and Interfaces – Targeted to begin April 2008

    • User Acceptance Testing (UAT) – Targeted to begin June 2008

    • IPM Training – Targeted to begin July 2008

    • Phase I ‘Go-Live’ – Targeted for August 2008

    • Phase II ‘Go-Live’ – Targeted for February 2009


Contact information
Contact Information

We appreciate your feedback and comments. We can be reached at:

  • Molly Wyatt

  • Phone: 202-377-3358

  • Email: [email protected]

  • Susan Stallard

  • Phone: 202-377-3628

  • Email: [email protected]

Margaret Ayanian

  • Phone: 703-289-8183

  • Email: [email protected]

    Andrea DiDonna

  • Phone: 703-289-8069

  • Email: [email protected]

General IPM Questions: [email protected]



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