Higher Education Administrative Systems Trends Dutch Universities and Universities for Professional Education Executive Study Team San Francisco, 23 January 2005 Ron Yanosky These materials can be reproduced only with Gartner's written approval. Such approvals must be requested via e-mail — quote.requests@gartner.com.

Overview Higher education challenges driving technology planning The student services portfolio Administrative systems: project management, marketplace and technology trends Evaluating open source Organizing for successful technology planning

Tuition & Fees Outpacing Household Income Indexed Tuition + Fees and Household Income (1990 = 100) Cumulative Real Change Sources: US Census Bureau, The College Board

USA Undergraduate Recruitment Challenges 18,000 +4% 16,000 14,000 12,000 2009: peak high school grads 10,000 8,000 6,000 4,000 –3% 2,000 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Undergrads Graduating High School Seniors Source: National Center for Education Statistics

Needed: Flexible Information Systems Greater student mobility & choice, less institutional loyalty Increasingly stringent regulation (privacy, finance, homeland security) Accountability and restructured financing Globalization of higher education Convergence of digital knowledge repositories Digital-era student expectations/youth culture

A Learner Centered Information System Authentication Single Sign-On Internal and External Content Search and Discovery Content Management License Management Rights Management Linking Security/Privacy 24x7 Help Personal Administrative Management (ERP) Personal Academic Management (CMS) Communication and Collaboration

Commercial Enterprise Portal Features 15C. Please indicate which features best describe your current implementation for your commercial portal product. Source: Gartner E-Learning Survey 2003 (USA respondents)

Major ERP Component Source (2003) 16A. Which of the following best describes your current (in production) administrative systems/ERP environment? 16B. Which best describes your administrative systems/ERP environment as you expect it to be in 12 months? Source: Gartner E-Learning Survey 2003 (USA respondents)

Steady-State ERP Costs What CEOs and others expect to spend Implementation Period What happens with customization What really happens What some vendors tell you Time

Five Biggest ERP Implementation Myths Legend 1: As soon as the implementation has gone live, the enterprise is “finished” deploying ERP. Legend 2: We will go “plain vanilla” to save money and time. Legend 3: Big vendors are more stable than little vendors. Legend 4: If we have executive go-ahead to implement an ERP, it must be everyone’s top priority. Legend 5: Agreeing to all user demands will keep them happy.

Administrative Systems Vendor Consolidation 1Q00 1Q04 1Q05 Campus America CARS CMDS Quodata Jenzabar Jenzabar Campus Management ABT Exeter SCT SCT SunGard SCT [Name TBD] SCT PeopleSoft Oracle JDE => PeopleSoft Oracle Oracle Datatel Datatel Datatel SAP SAP SAP Acquired/Merged Acquirer New Contender

Magic Quadrant Analysis Focus on Tomorrow Challengers Leaders Executes well today, may dominate large segment, but doesn't understand market direction. Executes well today, well positioned for tomorrow. Ability to Execute (in technology, viability, service, features) Focus on Today Either focuses on small segment and does it well, or is unfocused and does not out-motivate or outperform others. Understands where market is going or has vision for changing market rules, but doesn't execute well yet. Niche Players Visionaries Completeness of Vision (in technology, viability, service, features)

Completeness of Vision Magic Quadrant for Higher Education Administrative Suites, 2004 Challengers Leaders Datatel SunGard SCT PeopleSoft Ability to Execute Oracle SAP Jenzabar Campus Management As of August 2004 Niche Players Visionaries Completeness of Vision From "MQ for Higher-Education Administrative Suites, 2004," 19 August 2004

The Emerging Infrastructure Stack Line-of-Business Applications Portal Integration Suite Application Server Operating System and DBMS Old View New View

Beyond Course Management Portal Conferencing/Collab. SIS Academic Analytics AUTHORING METADATA TOOLS Course Management Tool Tool Tool Learning Content Management Library Management Institutional Content Repositories External Content Repositories

Fact: Next-Gen Software Infrastructure Is Still a Mix of Innovation and Proven Maturity Noise (Low to High) Web services Linux Portal mobility Broker EDI MOM BPM SOA APS RTI Rules Composite Apps BAM SES SOBA SODA BPA Fusion Corba CEP WSN Relative Time in Marketplace (Low to High)

Fact: Most Institutions Have a Multiple ‘Stack’ Management Problem MS IDE Hardware OS DBMS Directory Integration App. Server Portal Apps BEA Sun Oracle SAP IBM Multiple stacks in larger data centers are a reality Options to rationalize 1. One main opportunistic stack and one main systematic stack 2. An “uberstack”

Where Open Source Software Is Used/Will Be Used +53% +100% 9. On a scale of 1 to 5 where 1=not at all important and 5=extremely important, please rate the importance of the following technologies for the further development of your e-learning infrastructure over the next 3 years. Currently using Expect to Use in 24 Months Based on a Chronicle of Higher Education/Gartner survey of selected Chronicle subscribers December, 2003 -- CIO respondents only

Open-Source Evaluation Framework Evaluation Criteria Evidence User base Core development Developer community Track record Coordination mechanisms Foundations Architecture Alliances and ISV enthusiasm Distribution Support … Best in class? Growing numbers? … Benevolent dictator? Meritocracy? … Wide fundamental support? … Timely release schedule? Bug-fix latency? … Distributed version control? Bug tracking? … Leverages known products? … Modular? Parallel development? Commercial interest? Peer group support?

Organizational and Process Challenges Hard Organizational Pre-information age organizational models Multiple jurisdictions Turf battles Academic fiefdoms Processes Human resources Procurement process Funding process Technology Standards Data integration Legacy maintenance Privacy/security Hierarchy of Challenges Turf/Politics Process Technology Easy

IT Governance Best Practices Source Gartner 2003

Higher Education Technology Hype Cycle, 2004 Visibility Key: Time to Plateau CRM for Higher Education Less than two years Two to five years Five to 10 years More than 10 years E-Learning Repositories Web Services for Administrative Applications Learning Content Management E-Portfolios Open-Source E-Learning Applications E-Learning Frameworks Higher-Education Enterprise Portals Peer to Peer for Learning Exchange Next-Generation Library Management Systems Course Management Systems Automated Digital Copyright Violations Interception PDAs Integrated With Learning Acronym Key CRM customer relationship management IP Internet Protocol PDA personal digital assistant SCORM Sharable Content Object Reference Model 802.11x on Campus Internet2/Next-Generation Internet SCORM IP Video for E-Learning As of July 2004 Technology Trigger Peak of Inflated Expectations Trough of Disillusionment Slope of Enlightenment Plateau of Productivity Maturity

Recommendations Use technology to advance academic and business goals, not technological ones Plan for standards-based, flexible and open information systems (but don’t expect standards to solve all problems) Incorporate formal change management mechanisms Make executive support for IS projects visible Base open-source decisions on overall value received, rather than acquisition cost savings

Higher Education Administrative Systems Trends Dutch Universities and Universities for Professional Education Executive Study Team San Francisco, 23 January 2005 Ron Yanosky ron.yanosky@gartner.com These materials can be reproduced only with Gartner's written approval. Such approvals must be requested via e-mail — quote.requests@gartner.com.