Transcript HEUG PowerPoint Template

Campus Solutions
Feature Pack; Friend or Foe
Session 27341
March 02, 2010
(03:15 PM - 04:15 PM)
Presenter
Nicole Parkman
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History
 Have been working with PeopleSoft CS for 12 years, started with SA
7.6 in 1998.
 Iona College in NY in Bursar Area/SF lead
 Consulted/Student Financials
Hired at TCNJ in 2006
 Project Manager, Campus Solutions Implementation at TCNJ
Current Position at TCNJ
 Interim Director, Enterprise Applications at TCNJ
 We Support 3 Major Systems, All PeopleSoft, Separate Databases
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HRMS 8.9 (planning next upgrade)
Finance 9.0
Student Systems 9.0
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The College of New Jersey
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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/GA’s - 1,300
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Overview/Agenda
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Oracle’s Announcement about Continuous Delivery
A Few Facts about Feature Packs
List of Already Released Feature Packs & What’s next
Are the worth it to you?
Impact of falling behind on Implementing these
Our Experience with the EAP for Affiliations in FP1
Multiple Choice
Ways to start Planning & Options to Catch up
Where do Consultants/Partners Fit in?
Summary
Questions
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Oracle’s Announcement
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Introduction of Continuous Delivery- mid 2009
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“New features and functions in the Campus Solutions
suite of products will be released incrementally rather than
the traditional major new point release approach.”
(Important News from Oracle - http://www.oracle.com/us/corporate/press/021251)
Bottom Line
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No More Expensive, Timely & Costly Upgrades!
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REALLY????
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A Few Facts about
Feature Packs
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8.9 users must upgrade to 9.0 to get Feature Packs.
Features are delivered as part of the current 9.0 code line
but delivered “OFF”. (could be noticeable with issues with
bundles 14,15,16)
Feature Pack 1 & 2 are already out and again if you are up
to date on bundles ….
 YOU ALREADY HAVE THESE
ENHANCEMENTS!!!
So, now that you have it how do you use it???
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Feature Packs
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Feature Pack 1
Feature Pack 2
Feature Pack 3
Feature Pack 4
RVP- 7/2009
RVP- 11/2009
RVP- 2010
RVP - 2010
 Planned CRM  Admissions
Affiliations
enhancements
Web Services
Constituent Web
 Hosted Payment
Services
Electronic
External Search
Payment API
/Match
using IB
 Integration to
EBS Financials
GL
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TBA
See Feature Pack Release Value Proposition Document on My Oracle Support for
more detail and specifics
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We’re already behind…
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There are 2 Feature Packs delivered and another 2
that are scheduled to be released before the end of
2010.
If we do not start applying these soon we will end
up either:
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A) Not applying them at all (what benefit is that? We would be
better off with a major upgrade)
B) Waiting until they build up then guess what ..same results
(cost and resource drain) as a major upgrade
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Feature Pack 1 - Affiliations
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Defines the role that person has with your campus
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Basic: Prospect, Applicant, Student, Alumni, Discontinued
More Granular: Undergraduate, Graduate ect.
TCNJ liked (and needed) this because all of these
“affiliations” have different system access so the better we
could DEFINE and “Tag” the more accurate the data
interfaced to IDM was.
Would help with Help Desk troubleshooting.
Would give easier , more enhanced reporting capabilities.
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Feature Pack 1
Constituent Web Service
Third Party System Management and Communication /Info
Sharing
 Notifies integrated systems when constituent data in CS is
created or updated. Close to Real Time!
 Allows integrated systems to update a constituent’s information in
CS, such as adding a new address or changing the constituent’s
name.
Current Major Interfaces
 IDM, Course Management system, Housing, Health Services,
Black Board
 Flat files are picking up theses changes but gets messy with dups
and does require coordination and management
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Feature Pack 1External Search Match
Business Benefits
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Duplicate reduction
Provides more complete lists of potential duplicate Ids in your entire
campus environment, including Ids that reside outside the HCM
database
Search more than HCM
Enables institution to perform searches within the external system
and import the records into Campus Solutions
Flexibility to search either HCM or the external system or both
Maintained existing S/M user interface for maximum usability
Search results show combined results of search (e.g., some results
from CS and some from external data hub)
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Our Experience with the EAP
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Who wants to be the beta user?
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WE DID! EAP Program Experience
What we didn’t anticipate ..
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Even with Oracle support, it was a lot of work.
It’s a technical and functional effort so getting all on the same
page at the same time without Backfill, Consulting, a Project
Manager is challenging. (It’s a mini project)
Although we have Business Analysts in each area these “mini
projects” would be impossible to implement without extra
resources.
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Multiple Choice
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After hearing about Oracle’s Continuous
Delivery do you …..
A) Run to your Treasurer and tell her we will no
longer need a million dollars to cover a future
upgrade and she can spend it as he/she likes?
 B) Think about ways to spend the million (or less,
hopefully) that will insure you implement the Feature
Packs
 C) Do Nothing
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Begin Planning and Options
Recognize that you will support and that usually costs money.
The Options
A) You may already have a team in place and ready to take on new
projects- You might be good to go
B) Use the upgrade funding to increase Staff Lines (we already have BA
positions with full plates)
C) Hire Consultants to help with Feature Pack implementation
 Still MAY need Backfill for Functional Folks assuming you want
the consultant to KNOWLEDGE TRANSFER
 Because of the module specific nature of the FPs- Backfills might
not be necessary just plan around Business Process Calendar.
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Questions we need to ask..
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How to we determine how long it will take to implement?
How many consulting hours will I need- $$$$
How many hours will the functional/technical folks be
expected to dedicate?
What People Tools should the Technical folks be familiar
with – Integration broker was used for Affiliations
What about Licensing Fees? Which Feature have them. What
does this mean? Will we have sufficient notice to request
funding?
WHO has the expertise to help implement? Oracle OR Others?
RFP???
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Where do the consultants fit in?
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Knowing and understanding the complexity of some of these FPs,
there should be outreach from Consultants to Institutions already.
Oracle does have a Managed Services component but its technical , for
PFs not really the Functional Knowledge that we need.
How about a Feature Pack Menu of Services? (my idea)
 Implementation of Feature Pack 1
Affiliations, Constituent Web Services, External Search /Match
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 50 HOURS onsite FUNCTIONAL consultant services (knowledge transfer)
 10 technical hours- off site support
 A Project Plan , Business Process Document
 5 hours Post Production Support
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COST: $25,000
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Summary- Friend OR Foe?
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Oracle’s Continuous Delivery was developed for with the customer
need in mind. (I believe this)
Needs to be more of a connection or more visible connection
between the Oracle Development and Consultants.
We need more information to plan better
 how long to implement based on the complexity of the FP
 functional /technical ratio of staff needed to work on this
(backfill)
 What would consulting costs be- how can I estimate/request
funds
Becomes so far behind that the cost of catching up will cost the
same as an upgrade. (savings measurement should be done)
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Documentation that might help
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Statement of Direction (for forward planning)
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Campus Solutions Product Evolution FAQ March 2009
PeopleSoft CS9.0 Feature Pack 1,2 Value Proposition.
PEOPLESOFT CAMPUS SOLUTIONS FEATURE PACK 1:
CONSTITUENT MANAGEMENT
Oracle Lifetime Support Policy
Blogs- Dave Baugh , Curtis Barnes
New ones: (not related) – Business Process Maps & Entity Relationship
Diagram
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Questions?
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Contacts
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Nicole Parkman
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Interim Director, Enterprise Applications
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The College of New Jersey
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E-mail: [email protected]
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This presentation and all Alliance
2010 presentations are available for
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