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Session 27735 March 1st, 2010

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Session 27735 March 1st, 2010

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    1. Session #27735 March 1st, 2010

    2. 2 Presenters Nicole Parkman, Project Manager The College of New Jersey Jill Palla, Account Manager CedarCrestone Inc.

    3. 3 Overview TCNJ leveraged their Campus Solutions implementation to standardize and improve business processes, where possible. In doing so, they each made significant strides toward optimizing the value of their technology investment and established structures to guide their continued success. Effectiveness and Efficiencies are still evaluated daily as this is an ongoing process. Background- we successfully implemented CS 9.0 . We have been live for 6 months and found that there were ways we could be /should be making sure that we are maintaining what we've built and continue to move forward. We will explain what we are doing and where we are looking to make sure that happens.Background- we successfully implemented CS 9.0 . We have been live for 6 months and found that there were ways we could be /should be making sure that we are maintaining what we've built and continue to move forward. We will explain what we are doing and where we are looking to make sure that happens.

    4. 4 Agenda Overview of TCNJ Implementation Evaluated Opportunities to improve BP Cross Functional Items Evaluate Opportunities to identify bottlenecks Use Query, Process Monitor, & Testing Questions and Comments

    5. The College of New Jersey State College in Ewing, NJ Primarily undergraduate liberal arts Students - 5,600 FT, 330 PT, 850 graduate Faculty - 325 full-time, 350 adjunct Staff - 675 full-time, 125 part-time Student Employees/GAs - 1,300 Project Scope Campus Solutions: Campus Community, Recruitment and Admissions, Student Records, Financial Aid, Student Financials, Academic Advising, Student and Faculty Self-Service

    6. TCNJ Goals

    7. Staffing: Organization of Teams Implementation Model 1 Create Backups 2 Knowledge Transfer 3 Get the Best People on your Team Post Production Model 1 Create Backups 2 Knowledge Transfer 3 Ongoing Support 1. We created back ups by creating an implementation team of 2 Lead and BA 2, We ensured that there was sufficient knowledge transfer from the consultant to the Lead and BA 3.We tried to made sure we had the best people on the team. Not always easy and need to think through what happened when you cant get the best and most knowledgeable. ( I thought it was enough to have dedicated forward thinkers but its hard to replace that close business process knowledge) Post Production- LOOK AHEAD Create back ups-BAs and leads shouldnt be the only one to lean on Knowledge transfer to the staff- this should happen in training prior to go live. (keep you eye on the pulse here) On going support- keep the Bas out of the day to day but more on the looking forward, my oracle support and trouble shooting, requesting enhancements 1. We created back ups by creating an implementation team of 2 Lead and BA 2, We ensured that there was sufficient knowledge transfer from the consultant to the Lead and BA 3.We tried to made sure we had the best people on the team. Not always easy and need to think through what happened when you cant get the best and most knowledgeable. ( I thought it was enough to have dedicated forward thinkers but its hard to replace that close business process knowledge) Post Production- LOOK AHEAD Create back ups-BAs and leads shouldnt be the only one to lean on Knowledge transfer to the staff- this should happen in training prior to go live. (keep you eye on the pulse here) On going support- keep the Bas out of the day to day but more on the looking forward, my oracle support and trouble shooting, requesting enhancements

    8. Post Implementation Very easy to get comfortable on the lazy boy after Go Live. Think about Training the managers who are back in the office so they can (and know) they are to carry on the baton. Dont assume that people know what their roles are POST implementation Make sure there is a clear hand off that this is no longer a PROJECT but are standard day to day operations. 8

    9. TCNJ Business Process Improvements Watch out for the long timer-good for knowledge , sometimes bad for change. KEEP Doing these even AFTER GO LIVEWatch out for the long timer-good for knowledge , sometimes bad for change. KEEP Doing these even AFTER GO LIVE

    10. Cross Functional Items Keep this going post implementation.Keep this going post implementation.

    11. Avoid Campus Solutions Bottlenecks

    12. Strategy: Evaluate Campus Community

    13. Strategy: Evaluate Campus Community

    14. Strategy: Evaluate Admissions

    15. Strategy: AD Funnel

    16. Strategy: AD Funnel Output

    17. Strategy: Student Records

    18. Strategy: Enrollment Errors

    19. Strategy: Evaluate Records There are a lot of different angles you take this - you run it during enrollment to try to find students who are having issues HolyCross is small enough that they actually contacted students to help them enroll (proactive) Some schools are too large and you do it after the fact to try to minimize errors in the next round as well as analyze overridesThere are a lot of different angles you take this - you run it during enrollment to try to find students who are having issues HolyCross is small enough that they actually contacted students to help them enroll (proactive) Some schools are too large and you do it after the fact to try to minimize errors in the next round as well as analyze overrides

    20. Enrollment Error Sample

    21. Message Catalog: Enrl Engine

    22. Message Catalog: Enrl Engine SS

    23. Message Catalog: Enrl Engine SS

    24. Strategy: Successful Enrollment Query: Total of All Classes with Successful Enrl ENRL_REQ_DETAIL STRM ENRL_REQ_DETL_STAT = S

    25. Strategy: Enrollment Overrides

    26. Strategy: Overrides

    27. Overrides To Query

    28. Sample Overrides Query

    29. Strategy: Graduation Clearance

    30. Strategy: Degree Checkout

    31. Sample Degree Checkout Query

    32. Strategy: Grade Rosters

    33. Sample Grade Roster

    34. Strategy: Evaluate Advising

    35. Analysis Database Records

    36. SAA_ADB_REPORT Ran with Date Greater than 2/14/2010 Report Identifier = ADMIN, SSS, BATCHRan with Date Greater than 2/14/2010 Report Identifier = ADMIN, SSS, BATCH

    37. Strategy: Evaluate Financial Aid

    38. Strategy: Evaluate Financial Aid

    39. Strategy: Evaluate Financial Aid

    40. Strategy: Evaluate Financial Aid

    41. Strategy: FA Reconciliation

    42. Strategy: Student Financials

    43. Strategy: Student Financials

    44. Strategy: Student Financials Reconcile and Monitor Reconcile and Monitor

    45. Strategy: Student Financials Tlka ethis info communicate and report. Its easy to just Do it but its important to share the info.Tlka ethis info communicate and report. Its easy to just Do it but its important to share the info.

    46. Strategy: Student Financials

    47. Strategies: Evaluate Queries Keep an eye on/Watch the signs Cant wrire a query go to the devlopers- keep that relation ship openKeep an eye on/Watch the signs Cant wrire a query go to the devlopers- keep that relation ship open

    48. 48 Strategies: Process Monitor

    49. Sample Process Monitor

    50. Testing

    51. 51 Questions & Contacts Nicole Parkman Project Manager The College of New Jersey E-mail: parkman@tcnj.edu Jill Palla Account Manager CedarCrestone, Inc. E-mail: jill.palla@cedarcrestone.edu

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