Driving Client Efficiency via IData Partnership

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Presentation transcript:

Driving Client Efficiency via IData Partnership June 26, 2017

Forward-Looking Statement Product roadmaps and similar marketing materials should be considered forward-looking and subject to future change at Regent’s discretion. Future functionality, features, or enhancements as shown are Regent's current projections of the product direction, but are not specific commitments or obligations. Any decisions to purchase should not be made based upon such forward-looking statements. Proprietary & Confidentiality This material contains information that is confidential and proprietary to Regent. Recipient may not distribute, copy, or repeat information in this document.

Denis Khazan Jess Critchlow Chief Technology Officer Regent Education Director of System Integration Sales IData

Regent Product Themes Productivity Compliance Integration Mobility Quality Student Experience Retention Mobility Sophisticated automation frees staff from manual calculations and repackaging tasks, allowing them to engage more effectively with students. Productivity Ongoing collaboration with the Department of Education and other entities ensures awarding and processing in accordance with a complex regulatory environment. Compliance Comprehensive data flow within the institution supports up to the minute financial aid eligibility determinations and prompt electronic processing to and with other institutional stakeholders. Integration Extending Student Experience to mobile devices for both data, status, and communication Mobility Ease of engagement, information access, and financial aid task accomplishment supports student access to learning. Student Experience Productive engagement facilitates affordability and financial support toward student success. Retention / Analytics More stable and predictable product releases continue to reduce the overall support and operational costs of financial aid management. Quality

Agenda Overview of IData/Regent Partnership IData: Introduction and Capability Overview Taking Advantage of the Regent/IData Partnership Questions & Answers

Agenda Overview of IData/Regent Partnership IData: Introduction and Capability Overview Taking Advantage of the Regent/IData Partnership Questions & Answers

Current State of Integration: Involves Multiple People & Multiple Steps SBL SIS/ERP EST IA CCM Homegrown Etc. managed & maintained by: managed & maintained by: Regent Institution’s IT & FA/Biz

Looking to Simplify Integration ? SIS/ERP Data Data Homegrown A solution that streamlines data integration will: Reduces time and cost Creates more accurate and effective integration

IData Simplifies the Integration Process SIS/ERP Web Services or Batch IDataHub ERP Connectors Homegrown IData & Regent IData and Regent are partnering to bring a Regent-specific connector to the IData Hub to drive ease of integration -- both in-bound and out-bound -- to Regent clients.

IData Partnership Promotes Client Efficiency Accelerate implementations & upgrades Minimizes resource time both in implementation and ongoing maintenance Improves quality Lower overall cost-of-ownership Maximizes your investment Offers ability to re-allocate saved resource time towards higher value efforts

IData is the Leading Integration Provider System Integration IData provides the leading conduit for bi-directional, integration management for all major SIS systems and their related solutions in higher education. 150+ enterprise integration clients 500+ institutions Products enterprise service bus & connector catalog Services integration services for institutions and vendors

Proven Integrator Since 2004

Agenda Overview of IData/Regent Partnership IData: Introduction and Capability Overview Taking Advantage of the Regent/IData Partnership Questions & Answers Can we get rid of this slide?

Regent Integration Comparative Approach DIY Model DESIGN DEVELOP IMPLEMENT MAINTENANCE ENHANCE IData/Regent Packaged Connector Model DESIGN DEVELOP IMPLEMENT MAINTENANCE ENHANCE

We Help Schools Get Back to the Business of Education Here’s where we start Here’s where most integrations start

Packaged Connector Overview ERP Systems Student Batch Load (SBL) Regent API’s SFTP import/export Or Web services Regent Connectors Financial Aid Core Hubbit Export Student Transactions (EST) Other SIS/ERP Connectors

IData Higher Ed ERP Partnerships Official Partners Developing Partners

Benefits of the Packaged Approach Structured implementation process Cost Savings Product enhancements driven by client community Ongoing integration maintenance and support Risk mitigation Collective leverage Elimination of Technical Hurdles

Agenda Overview of IData/Regent Partnership IData: Introduction and Capability Overview Taking Advantage of the Regent/IData Partnership Questions & Answers

Regent/IData Partnership Details Licensing: The IData Hub and Regent Connectors are licensed on an annual basis Institutions may extend their deployment of the IData Hub with further licensing of one/many other connectors Connectors – both to Regent as well as to the ERP – will be kept up-to- date as new releases come out One Support Contact: The Regent TSAM (Technical Support Account Manager) will be your point of contact for issues pertaining to the integration and will escalate appropriately

Integration Roadmap Phase 1 Phase 2 Deployment of IData Hub Roadmap of the Regent/IData integration will take place in four phases: Phase 1   Phase 2 Phase 3 – Exporting of disbursement data to the ERP (EST) Phase 4 – Additional integration points on future roadmap Deployment of IData Hub Exporting data from the ERP to Regent (SBL)

First Mover Advantage We are seeking a limited set of partner institutions-- spanning the SIS market -- to participate in the initial deployment of the Regent Education financial aid connector with the IData Hub. Benefits of initial partnership: Preferred licensing and deployment costs Active integration design partnership

Agenda Overview of IData/Regent Partnership IData: Introduction and Capability Overview Taking Advantage of the Regent/IData Partnership Questions & Answers