OASIS/PeopleSoft Communication and Coordination Meeting September 5, 2007   Opening the Downtown Phoenix campus and moving several schools from their traditional Tempe home New programs at other campuses Transition away from the DARS mainframe production to DARS on windows and the web Implementation of PeopleSoft and therefore the need to work in at least 2 systems as we transitions (DARS, SIS and PS).  This makes their jobs harder Need to learn new things and take time from already packed schedules.  Attached is Paul’s note giving some background as to the extent of this effort.  Sandra Voller and Julie Givans have participated as part of the Student Records team and crafted much of the training content.  Others have served as trainers. New provost New leadership as deans/assistant deans transition New method of keeping students on-track (critical tracking definition and new roadmaps for advising incoming students) ASU 101 requirement   Next year:  eAdvisor, new catalog rules, new placement requirements, new intervention, new orientation model ???????????   And yet they stay engaged for the sake of their students Many contributed to the construction of the roadmaps Some will teach ASU 101 next fall They continue to engage to improve the process by doing overrides when needed and helping us find problems in configuration.  This is great.  By now we have registered students in over 9,000 sections. Continue to support the project team by not shooting the messenger (me, the SR core team, the training team…..) They have advised every incoming freshmen (or will) through orientation   Stories:   This group had a “good-by to SIS” party in February where they played Jeopardy with categories like “know your SIS trivia”, “things we love about OASIS”, “Who’s who on OASIS”.  They gave gifts to the Student Records OASIS team (flower pots with seeds as a thank you for planting the seed of change).  The message is that they are great partners in improving the institution.   This group is there when new students need a leg up in planning for their entry to ASU at Orientation.  Giving a supportive presence as students learn how to use the Student Services Center.  When students have problems with the system, the advising office gets the first call.  Since they have weathered the fall-out, we have not heard the panic from the students.   Conclusion:  Thank you from UTO.  We can not do this without them.

U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

ERP The ASU Way Iterative Process U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

O/PS Communication & Coordination First Wednesday every month Communicate Coordinate U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Systems Schedule – September Maintenance weekend, Sept 22nd. Failover to site B from 12:01am to 4am on Sept 22nd Failback to site A from 6pm to 9pm on Sept 23rd. Start bundles/fixes application cycle SA Bundles 10 & 11,HCM Bundles 10,11, 12, Tax updates Tools updates Production freeze starts Sept 28th U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Systems Schedule - October Tools/U&Fs Testing: Oct 3rd – Oct 13th Production application – Oct 13th Maintenance window – Oct 20th Failover and failback Split student and admin domains Better caching Increase timeout U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Systems Schedule - November CRM bundles More SA bundles U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Systems/Technical Priorities Communication lists Public calendars Current tasks and migration status Systems status page for non-prod environments Current mod status Staff augmentation Performance monitoring and tuning FAQs U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Student Administration Milestones August – Start of the Semester Disperse Financial Aid (grants, scholarships and loans) Accept payments, place in payment plan Removed advising holds to promote registration Late admissions, registration, drop/add Rosters to faculty Class additions/room adjustments Financial interfaces Performance, monitoring, clean-up data U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Student Administration Milestones September PeopleSoft system of record for academic records Official, unofficial transcript DARS degree audits from PS Grading, grade changes Academic Status Report iPOS (graduate program of study) ASU Interactive transition 21st day reporting (official counts from PS - 9/10/07) U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Student Administration Milestones Rest of the fall semester Critical tracking (e-Advisor) Graduation and self-service graduation application Reporting, audits Winter semester set-up and registration Spring semester registration (November) U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

HRIS Administration Milestones July - August Go-Live Financial Interfaces Advantage Service Provider Interfaces Employee Self Service EPM roll out New Employee and re-hire process / 5000 Benefits Enrollment Process Refinements Web Clock to Timesheet Manual Checks to On-line Checks Process refinements DTA – Super Users ARS to CRM Helpdesk and HR help line Performance, monitoring, clean-up data U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

HRIS Administration Milestones September PeopleSoft system of record for Benefits Salary Merit updates Effort Reporting roll out ASU Interactive transition Self Service refinements EPM reporting expanding content First quarterly reporting Phase 2 modifications Knowledge transfer U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

HRIS Administration Milestones 4 th Quarter Knowledge transfer Expanding Reporting, audits Tax Updates Phase 2 modifications Year End Reporting U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Customer Relationship Management Milestones July - August UTO Support Go-Live Category/Type Detail Improvements AZ Central Banner Campaign Email enhancements via PS role Additional Customers for Support Module Engineering Research OHR U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Customer Relationship Management Milestones September Performance Sales/Marketing enhancements Printing Events Support enhancements Initial data warehouse reports U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Customer Relationship Management Milestones 4 th Quarter Performance improvements Additional customer rollouts Search/Match integration Communication improvements (email/print) Expanded Reporting Additional on-line marketing campaigns Knowledgebase Change Control U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

Questions U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y