Graduation - University System of Maryland

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Transcript Graduation - University System of Maryland

PeopleSoft
Parallels Life
Or Maybe It’s Life Parallels PeopleSoft!
Life and PeopleSoft
Elementary
School
High School
College
Implementation
Post Go-Live
Transformation
Implementation – Lessons Learned
• Difficult Decisions Regarding:
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Organizational Structure
Process Definitions
Data Definitions
Configuration
Security and Training
Implementation – Lessons Learned
• Resources
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“Back-Fill”
Time Commitments
Other Responsibilities
Turnover
Right person for the job
External
Implementation – Lessons Learned
• Don’t Start Training Too Early
• Train, Train, Train
• Use Multiple Delivery Methods
• Information Sessions
• Hands-On Training
• 1/1 Training
Go-Live
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
We Could Stop Here, But…
Elementary
School
High School
College
Implementation
Post Go-Live
Transformation
Here’s What Might Happen…
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.
Transformation – Coppin’s Route
1. Enhance student success.
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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
Transformation – Coppin’s Route
Path
2.
Increase enrollment…, ensuring that the growth
is related to increased retention efforts,
academic, and facility plans.
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Wait List Processing
Room Scheduling
Transformation – Coppin’s Route
Path
3.
Diversify the undergraduate student mix by
increasing the number of academically talented
students, students living on-campus, eligible
transfer students, adult learners, and …
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LMS Extract for Blackboard
Housing Interface
Data Warehousing
Transformation – Coppin’s Route
Path
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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
Transformation – Coppin’s Route
Path
5.
Strengthen the University’s financial base by
diversifying funding sources.
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Contributor Relations
Asset Management
Budget Preparation
Projects
What Road Is Right For You?
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.
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.
Why The Decision Support Road?
Source From Bytes to Knowledge: A Long and Winding Road. Blackwell Consulting
Services Inc, May 29, 2002
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
Why The Portal Road?
Source: The Corporate Portal Market in
2003 Empty Portals, The Enterprise Web,
Composite Applications
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
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.
What The Portal Provides
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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.
Why The CR Road?
Why The CR Road?
46. Maryland
-6.3%
-11.1%
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$1,140,032
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“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.
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.
At The Road’s End
Parting Thoughts
To improve is to
change, to succeed
is to change often.
Max Depree
Chairman Emeritus of
Herman Miller, Inc.,
Winston Churchill
Prime Minister, Great Britain
We cannot become
what we need to be
by remaining what
we are.
Questions?
Contact: Art Fridrich
Managing Principal, Higher Education
The Cedar Group
[email protected]