May 2000 CUMREC 1 Realizing the Vision of ERP Front-ends for the real end user

May 2000 CUMREC2 Jennifer Foutty, Director University Information Systems

May 2000 CUMREC3 Agenda  Indiana University  The “problem”  IU’s solution  Architecture  Strategy  Real Life Examples

May 2000 CUMREC 4  8 Campuses  Over 92,000 students enrolled state wide  14,500 full-time faculty and staff  Bloomington – traditional flagship campus  Indianapolis – urban campus with professional schools; includes Purdue students IU Background IU Backgroundhttp://factbook.indiana.edu

May 2000 CUMREC5 The “problem”  Most ERP systems are focused on “back office” users  Most ERP systems don’t address integration at the transaction/activity level  Most ERP systems don’t manage decision support (reporting/analysis) well  Most Universities have other systems that need to be integrated with their ERP systems  Most ERP vendors don’t address well a REAL web deployment

May 2000 CUMREC6 User Perspective Services for Students and Parents Services for Faculty and Researchers Services for Administrators Services for Employees Information Environment J

May 2000 CUMREC7 What does the user want?  Single sign-on  Common look-and-feel  Web access  Show them only what they need to do their business  Guide them through the process  Route information electronically when needed  One place to do all their business  Look up information when they need it  Run a report or download data when they need it

May 2000 CUMREC8 End User Perspective  Full Piece of Business Hire someone and Fund their pay Register, Bill, and Pay Component architecture Small Systems integration Hire Process Fund Process Hire & Fund Functionality Human Res. System Financial System Register Process Apply FA Process Pay Process Bill Process Medicine Eligibility “ACE” Process SoM System Registration PS Module Legacy System PS FA Module PS Bursar Module Financial System Register, Bill and Pay Functionality B

May 2000 CUMREC9 IU’s solution  Use ERP for back-office processing  Use other vended and home grown systems that are in place or planned  Build a web front-end for all real end users  Use a portal type of environment  Put all activities in the portal, not “systems”  Be able to “swap out” systems as needed

May 2000 CUMREC10

May 2000 CUMREC11 “Portal Strategy”  One-stop for all activities  Single sign-on  Web front-end, with activities available based upon who I am  Customizable  Includes all activities “personal” for students, parents, employees “administrative” for IU business “analytical” for IU decision-making

May 2000 CUMREC 12 In-Box Customize My IU My IU Welcome! John Smith Enroll in Classes See my Financial Aid Perform degree audit Edit Monthly Payroll Voucher Run Payroll report Extract list of full-time faculty by dept Look at my Accumulated Benefits In-Box Customize My IU

May 2000 CUMREC13 IU’s Architecture  Development environment required for building front-end Compuware’s Uniface with web deployment  Middleware to link front-end to back-end Com+ spec, plus URBA  PeopleSoft back-end Message agent, then “business components”?

May 2000 CUMREC14

May 2000 CUMREC15 Strategy  Phase in over time  Convert legacy systems Use metaframe for client/server on web  Begin portal with hyperlinks to other systems, then convert to activities  Design the front-end for the end user so the back-end can evolve over time with minimal retraining  Leverage developer productivity by reusing components across systems

May 2000 CUMREC16 Real Life Examples  IU is using PeopleSoft for HRMS and SA  Human Resources Management System – payroll, benefits admin, applicant tracking, tenure tracking, etc.  Student Information System – admissions, records, student financials, financial aid, advising

May 2000 CUMREC17 Examples from HRMS  Administrative Hire somebody Put a faculty member on leave Process timekeeping Do the payroll  Personal Change my benefits enrollment Record my time off Look at my payroll stub

May 2000 CUMREC18 Examples from SIS  Personal Register, pay my bill Look up financial aid Drop a course, with routing to advisor and financial aid office before approval  Administrative Route admissions applications for evaluation Load gradebook from local file, with routing to Dean’s office and Registrar before approval

May 2000 CUMREC19 Questions?