PeopleSoft Parallels Life

1. PeopleSoft Parallels Life Or Maybe It’s Life Parallels PeopleSoft!

2. Life and PeopleSoft Elementary School High School College Post Go-Live Transformation Implementation

3. Implementation – Lessons Learned • Difficult Decisions Regarding: • Organizational Structure • Process Definitions • Data Definitions • Configuration • Security and Training

4. Implementation – Lessons Learned • Resources • “Back-Fill” • Time Commitments • Other Responsibilities • Turnover • Right person for the job • External

5. Implementation – Lessons Learned • Don’t Start Training Too Early • Train, Train, Train • Use Multiple Delivery Methods • Information Sessions • Hands-On Training • 1/1 Training

6. Go-Live

7. Post Go-Live • Initially Focus on Administrative and Information Stability • Reflect on the Definition of User Roles and Responsibilities • Confirm and Add Policies as Appropriate • Handling the Change in Culture • Incremental Enhancements to the System

8. We Could Stop Here, But… Elementary School High School College Post Go-Live Transformation Implementation

9. Here’s What Might Happen…

10. The Road to Transformation • View PeopleSoft as an Ongoing Program to Improve Performance and Drive Service • Accelerate Value by Prioritizing Those Projects That Deliver That Deliver the Greatest Return and Synchronize with Your Institution’s Mission Statement • Adopt a Readiness Program to not Only Manage Change, but to Actively Embrace it. • Understand your core Competencies and Establish Plans to Improve • Use the Insights Gained by New Information to Expand Your Stakeholder Base and to Secure Their Loyalty.

11. Transformation – Coppin’s Route 1. Enhance student success. • Transfer Credit Articulation • Advisor Approval for Registration • Attendence Tracking • Mid-Term Grading • View Transcripts and Degree Audits • Dean’s List Processing • Academic Alerts • Honors • Grad School Milestones

12. Transformation – Coppin’s Path Transformation – Coppin’s Route 2. Increase enrollment…, ensuring that the growth is related to increased retention efforts, academic, and facility plans. • Wait List Processing • Room Scheduling

13. Transformation – Coppin’s Path Transformation – Coppin’s Route 3. Diversify the undergraduate student mix by increasing the number of academically talented students, students living on-campus, eligible transfer students, adult learners, and … • LMS Extract for Blackboard • Housing Interface • Data Warehousing

14. Transformation – Coppin’s Path Transformation – Coppin’s Route 4. Leverage the usage of information technology: …, enhance instructional effectiveness, …increase productivity, provide better services to students, anytime any where, and provide accessible, accurate, and timely information to faculty and staff. • National Student Loan • Clearinghouse • Housing Interface • Final Exam Scheduling • Room Scheduling • Imaging • Web Grading • Portal • Reporting – MHEC • 1098-T Processing • 3rd Party Contracts • Credit Card Processing • Collections

15. Transformation – Coppin’s Path Transformation – Coppin’s Route 5. Strengthen the University’s financial base by diversifying funding sources. • Contributor Relations • Asset Management • Budget Preparation • Projects

16. What Road Is Right For You? Decision Support System CRM Portal CR ?

17. What CRM Provides • Drive successful recruitment, retention, and fund raising strategies: • Use in-depth profiles and robust segmentation tools to target the most qualified applicants, at-risk students, and potential contributors. • Increase tuition and contribution revenues with personalized, relevant, on-going interactions. • Utilize institution-wide data for more tailored prospect, student, and alumni interactions with seamless integration into the student administration system. • Exceed constituent expectations with superior service levels: • Provide convenient and consistent communications across all delivery channels, such as on-campus offices, contact centers, and student self-service. • Deliver personalized, targeted services based on constituent profiles, needs and preferences. • Enhance service offerings with real-time insight into constituent satisfaction and service performance levels.

18. What CRM Provides • Manage cost of operations with limited budgets: • Decrease costs by servicing students, faculty, staff and alumni through the most cost effective channels—email, web, chat, mail or phone. • Streamline operations and improve staff productivity by automating end-to-end business processes. • Achieve institutional goals by monitoring both financial and non-financial results with real-time, action-oriented performance measurements.

19. Why The Decision Support Road? Source From Bytes to Knowledge: A Long and Winding Road. Blackwell Consulting Services Inc, May 29, 2002

20. What Decision Support Provides • Align strategic goals with tactical execution to gain better • control of your daily operations. • React quickly to unexpected changes in business conditions • and improve the predictability of your results. • Enable employees to continuously track and measure their • own performance against objectives, increasing accountability • within your organization. “… in the next 3 years, the world will generate as much information as has been generated in the preceding 300,000 years of the entire course of human history…” Univ. of California Berkeley Study

21. Why The Portal Road? Source: The Corporate Portal Market in 2003 Empty Portals, The Enterprise Web, Composite Applications

22. Why The Portal Road? • First and foremost about improving service to ensure enduring relationships with clients. • They give each user a unique, personal and preferred perspective of the university. • They are about community building, and especially the development and nurturing of learning communities • Portals afford us the opportunity to transform key business processes through the use of Internet technologies to improve service to customers Source: Robert B. Kvavik Associate Vice President and Vice Provost The Ohio State University

23. What The Portal Provides • Information in Context: one-click access to the complete context of the business process: a vital, colorful world of business knowledge, collaboration, and analytics that understand what activity the user is performing. So they can make better, faster business decisions. • Simplified Community Management: site management and branding features that make it simpler, faster, and less expensive to maintain online communities such as a customer portal, supplier portal, or marketing department site. Portal administrators can quickly create websites and roll them out across an enterprise with consistent formats and business rules. Branding features help people take a portal from one department, division, or subsidiary, create a template, and effortlessly change the look and feel for another entity or audience, while leveraging the same common infrastructure.

24. What The Portal Provides • Improved job effectiveness. Portal packs enhance productivity by bringing forward selected, role-based information that is critical to employees and managers. • Maximized self-service. Portal packs make the most of your investment in self-service, enabling employees to bring forward information that's important to them. • Faster deployment. Depend less on costly third-party portal technology with plug-and-play portal packs. • Reduced total cost of ownership: Portal packs are tightly integrated into PeopleSoft applications, which eliminates integration costs and redundant business rule development efforts. • Release independence. PeopleSoft develops the HRMS Portal Pack as part of the HRMS application suite, resulting in your pagelets always being in sync with your application releases, easy upgrades, and reduced maintenance costs.

25. Why The CR Road?

26. Why The CR Road? “no source of revenue is quite as benign and reliable as revenue from unrestricted endowment, once the institution has it.” Johnstone, D. B. (2002). Challenges of financial austerity: Imperatives and limitations of revenue diversification in higher education. Welsh Journal of Education, 11(1), pp. 18–36.

27. What CR Provides • Maintain constituents' information, including giving history and relationships. • Process gifts and payments. • Create strategies and actions, including cultivation steps, contact reports, and to-do lists. • Plan, implement, and analyze your organization’s events and campaigns. • Develop a full public relations plan, track commitments and progress against goals, and monitor resource assignments. • Manage volunteers, assignments, and action lists. • Manage membership, process dues, and track communications. • Track giving, record financial information, and manage correspondence.

28. At The Road’s End Leverage the Internet Actively Support the Teaching and Learning Mission Provide a Knowledgeable and Accessible Support Staff Pro-actively Manage Administrative Data Empower Customers to be Self-Reliant Strive for Continuous Improvement Manage External Compliance Requirements Forge Partnerships and Collaborations

29. Parting Thoughts To improve is to change, to succeed is to change often. Winston Churchill Prime Minister, Great Britain We cannot become what we need to be by remaining what we are. Max Depree Chairman Emeritus of Herman Miller, Inc.,

30. Questions? Contact: Art Fridrich Managing Principal, Higher Education The Cedar Group Art.fridrich@thecedargroup.com