1. College of Public Health and Health Professions 2:30 p. m
College of Public Health and Health Professions 2:30 p.m. Monday, July 10, HPNP Building, Fourth Floor, D04102

2. 2:30 p.m Introductions
2:35 p.m COMPASS in Progress, Schedule Changes and Overview of Release 1
2:55 p.m Spotlight: Admissions, Student Records, Academic Advising
3:15 p.m Discussion
3:30 p.m Conclude

3. Our Destination: The Connected Campus
Students
Parents
Alumni
Faculty & Staff Corporations
Prospects
Donors
ONE.UF
System of
Engagement
Community
Recruitment
Student Success
Advancement
System of
Intelligence
Record
Analytics
Master Data Management and Data Governance
SIS
Housing
HCM Financial Aid
LMS Degree Audit GL
Meal Plans Payroll
Image courtesy of SalesForce

4. Will update, standardize and upgrade information processes and systems
Campus-wide Modernization Program to Advance Student Services
Will update, standardize and upgrade information processes and systems
Improve user experience for students, faculty and staff
Offer innovations and abilities in areas such as constituent relationship management, learning ecosystem, master data management and governance, reporting and analytics, and ONE.UF and myUFL portals

5. COMPASS Website Information on COMPASS elements, teams, schedule
Presentation request form
Training page to include timing, type, duration and intensity per user role

8. COMPASS Releases
Follows student lifecycle. Functionality releases across myUFL, ONE.UF, Enterprise Reporting & Analytics, and CRM. Note the schedule of classes has moved to Release 4 (March 5, 2018) and Master Data Management (personal data) to Release 7 (Aug. 20, 2018).
Release
Functionality
Go-Live Date 1
Graduate/Professional Supplemental/UF Online Application, Academic Structure, Biographical/Demographic Data, Constituent Relationship Management (CRM) Phase 2 Prospecting and Recruiting College of Engineering Pilot
Aug. 7, 2017 2
Course Catalog, Institutional Student Information Record (ISIR) Loads, Transfer Credit Evaluation
Nov. 6, 2017 3
ISIR Processing, Career/Program/Plan Stack (Major/Minor), Service Indicators (Holds)
Jan. 16, 2018 4
Degree Audit, Registration Prep, Award Aid, Schedule of Classes (will not impact Summer or Fall 2018 course correction)
March 5, 2018 5
Registration, Enrollment Verification
March 26, 2018 6
Tuition Calculation, Student Billing, Admissions Processing
Aug. 6, 2018 7
Grades, Transcripts, Aid Disbursement, Graduation, Master Data Management Person Hub (Registry data)
Aug. 20, 2018

9. Release 1: Aug. 7, 2017
New business process functionality (admissions, student records and maintenance of registry and biographical/demographic data)
No training needed except for core office staff in preceding areas
Release 1 will prime UF systems for future upgrades and improvements
Details in Release 1 article

10. Admissions
Brittany Hypes, Juan Yip, Greg Patterson, Mike Miller, Jeff Rivell, Shannon Parish, Rick Bryant

11. Release 1: Admissions, SIS, CRM
Customized CRM and“360 degree” record of applicants and their interactions with UF
Replaces systems for managing prospecting and recruiting activities, streamlines processes, centralizes data, consolidates processing for prospective students
Created graduate, professional and UF Online applications with CollegeNET for Fall admissions. Applicants can check or edit applications through mobile devices
SIS will receive student applications (graduate, transfer, and certificate) for those admitted to Fall 2018 term and the external organizations from where students are applying

12. Release 1: Testing
Release 1 Functional Unit Testing (FUT) on Campus Solutions and UF-specific customizations completed
Admissions, Campus Community and Student Records Teams moved on to Systems Integration Testing (SIT), start of formal testing period for end-to-end business process functionality
First SIT cycle completed, second ending, leading into two-week User Integrations Testing (UIT) period in July
Testing continues throughout releases to ensure excellence in performance, accessibility and security

13. Training
No training for Release 1 except for core office staff (already informed and being trained by COMPASS teams)
Training resources available prior to later releases in SIS toolkit accompanying online HR and Financials toolkits and in Student Information Section
Notifications through COMPASS Update and website
New Training page under development

14. ONE.UF Video and articles on COMPASS website
New public landing page launched June 10th with information on current and upcoming features, revamped search engine, and cleaner, updated student and staff workspaces oriented toward their specific needs and roles
Students can use mobile devices to register for classes, check final grades and view degree audits
Continues to evolve as self-service mechanism for UF community, with functionality rolled out as it is developed

15. Reporting and Analytics
Enterprise Reporting (Cognos Analytics) beta: use your own data in trial run of reporting toolset, “Enterprise Analytics”
Intuitive, easy way to quickly and easily analyze information and create visually exciting reports and dashboards
Training videos available for users with appropriate roles
Gathering requirements for future releases of operational, managerial, and regulatory reports

16. Security New security roles with each release
End users will be notified of appropriate roles for their jobs and DSAs notified of new roles/setups required
Information will be available on Identity Access Management (IAM) website, with links from HR and COMPASS websites

17. Change Cycle Change management: Inform Engage Prepare Integrate
There are many different models of the stages of change and representations for what we experience, the type of feelings and the effects on our cognition.
Earlier we saw a roller-coaster like graph to represent change. Here the cycle is captured in a circle.
Regardless of the graphic, the experiences are similar:
Initially, we’re likely to feel a sense of loss, be cautious or a bit afraid.
We often move toward skepticism or resentment. “I don’t like this. Why do I have to do this? We tried this before 10 years ago.”
We can become anxious and confused. “I’m not going to know how to do this. I’ll make mistakes. This takes too long. I have to think through every single step.”
With some time and patience, we can find that things are becoming more familiar and we start to feel some excitement and energy again. The new way starts making sense, clicking. We become more confident and get our focus back until the new becomes the norm.
Or, if things don’t go well, we might fall backwards from discomfort into more feelings of loss and become paralyzed and stuck. We don’t want that.

18. Student Records
Colin Yokomi, Nancy Soletti, Cathy Smith, Mallori Wojcik, Nancy Wiegand, Christina Monesar, Joe Uong, Diana Hull

19. Student Records, Academic Structure: Release 1
Academic structure framework will interact with admissions application to identify what UF programs exist, allowing students to select those in the application process
Colleges, departments, majors, minors, certificates, terms
Skeleton to support admissions processing
Biographical/Demographic Data

20. Student Records, Course Catalog: Release 2
Catalog (not the published document)
Maintained in both environments until at least release 5

21. Student Records, Program Plan Stack: Release 3
Student level majors, minors, certificates, degree programs
Service indicators (currently holds)

22. Student Records, Registration Preparation: Release 4
Stepped through process to review degree audit, check service indicators, get registration times

23. Student Records, Registration: Release 5
Department and student
Summer in legacy, fall in Campus Solutions

24. Student Records, Grades, Transcripts, Degree Certification: Release 7
Nothing for Student Records in Release 6
Grade collection
Transcript maintenance and requests
Degree certification and posting

25. Academic Advising: Degree Audits
Ross Leisten, Tobin Shorey, Andrea Williams

26. Academic Advisement Overview
Conversion of 300+ degree, minor, and certificate audits
Effective catalog years 2011-present
Writing CALS and CLAS audits first
Create standard format for audits

27. Academic Advising Release Schedule
Release 4: March 5, 2018
Internal Training: November, 2017
Functional User Testing: December 2017
Call for Training Sessions: December 2017
User Training for Academic Advising Access: February 2018

28. Academic Advising Release Schedule
March-April 2018
Audits viewable by advisors in new system
Advisors enter exceptions from old system into new system
Degree Certification, UT, Excess Hours occurs in current system

29. Academic Advising Release Schedule
May-August 2018
Students will see new degree audit in ONE.UF
Advisors will have access to current and new audits
Advising Notes will only be written in new system
Advisors enter exceptions in old system for Summer graduates ONLY. All other exceptions are entered in the new system
Degree Certification, UT, Excess Hours occurs in current system

30. Academic Advising Release Schedule
August-December 2018
Students will see new degree audit in ONE.UF
Advisors will access only the new audits
Advising Notes will only be written in new system
Advisors enter exceptions in the new system
Degree Certification, UT, Excess Hours occurs in new system

31. Sneak Peak of New Degree Audits

32. New Concepts
Student Groups
Milestones

33. What is Toby Doing? CALS & CLAS Nearly Complete Minors & Certificates
Building Audits
Still Building Out and Testing
CALS & CLAS Nearly Complete
Minors & Certificates
Exceptions
Advisor Notes
ONE.UF UT
Excess Hours
What-If Functionality

34. What’s Next? Hands-on College Demonstrations (Not Training)
February Training
Continued feedback and engagement with advising community

35. Questions? Email UF-COMPASS@ufl.edu Online at https://compass.ufl.edu
Change Management Lead Debra Amirin,
Change Management Specialist Ben Markus,