1. OCM Steering Committee Meeting 8:30 a. m
OCM Steering Committee Meeting 8:30 a.m. Monday, May 15 President’s Conference Room, 226 Tigert

2. 8:30 a.m. Welcome and Introductions
8:40 a.m. COMPASS in Progress (Nigel Chong-You)
8:55 a.m. OCM Communications Plan Update (Debra Amirin)
9:05 a.m. Review of New COMPASS Website (Ben Markus)
9:15 a.m. Discussion and Input from Committee Members
9:30 a.m. Adjourn

3. Steering Committee Members
Chair, Debra Amirin, UFIT Change Management Coordinator
Student Government President Smith Meyers,
Ronda Mitchell, Training Coordinator, HR Training and Development
Tammy Aagard, , Associate Vice President for Enrollment Management
Rhonda Moraca, Assistant Dean, Graduate School
Aigi Adesogan, Assistant Vice President, Enrollment Management
Kim Pace, Assistant Vice President for Student Affairs
Angie Brown, Assistant Director, HR Training and Development
Tobin Shorey, Director, Curriculum Monitoring and Analysis, Undergraduate Affairs
Nigel Chong-You, UFIT Associate Director, Business Relations
Dr. Judy Traveis, , Academic Program Specialist, II, School of Teaching and Learning, College of Education (Incoming Assistant Dean, Graduate School)
Tracy Gale, UFIT Communications Manager
Nancy Waldron, Associate Dean for Student Affairs & Graduate Education, College of Education
David Gruber, UFIT CIO, Enterprise Systems
Rachel Inman, Associate Dean for Students, Levin College of Law
Alyson Widmer, Senior Director of Applications, UF Health
Ben Markus, UFIT Communications Specialist
Terry Wooding, Associate Controller, University Bursar, Finance and Accounting
Jeanna Mastrodicasa, Associate Vice President for Agriculture and Natural Resources
Nicole Yucht, Assistant Vice President, UF Communications
Deborah Mayhew, Director, Student Development, Herbert Wertheim College of Engineering

4. 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

5. What have we been up to? Developing, refining and testing
Determining security roles and training needs
Transferring and verifying data
Change management
CRM
SIS
One.UF
EMS
Canvas
MDM
Reporting

6. Reporting and Analytics
Enterprise Reporting (Cognos Analytics) beta available
Intuitive, easy way to view and analyze information
Now gathering requirements for future releases of operational, managerial, and regulatory reports

7. Admissions
Expanded capabilities to include customized Constituent Relationship Management (CRM) system providing a “360 degree” record of applicants and their interactions with UF
CollegeNET vendor applications to support CRM as processing platform in Aug. 6, 2018, release

8. ONE.UF
This major student information portal continues to evolve as a self-service mechanism for UF community
Functionality will roll out with related SIS releases
Video introducing ONE.UF available on COMPASS website
This summer, new public splash page, workspace layout and menu

9. Master Data Management (MDM) & Student Data Governance
MDM will streamline data sharing and facilitate computing in multiple systems, platforms and applications
Student Data Governance will focus on data security and risk management, access, quality, reporting, and sharing by domain; includes policies, standards, organizational bodies, and roles and responsibilities

10. Data Interfaces
Over 100 data interfaces to be built between new SIS and other systems to support and enhance functionality
Systems the new SIS will interface with include:
Symplicity
The Learning Management System (Canvas)
Campus Clarity
CRM (Salesforce)
And many more!

11. Security
New security roles will be available with each new release of functionality
End users will be notified of the appropriate roles necessary for their particular job functions and DSAs will be notified of all new roles/setups required
Information will be available on Identity Access Management (IAM) website, with links from HR and COMPASS websites

12. Constituent Relationship Management (CRM)
Streamline and centralize processes and data and track activities and interactions  
Undergrad prospecting and recruiting available since 2016
Engineering pilot underway for grad & professional

13. Training and Change Management
Guides, online toolkits, and group and/or online courses on new and enhanced systems and procedures
Many changes phased in; users may live in “more than one world” for a limited time
Change management (inform, engage, prepare and integrate) vital

14. Also Underway Degree audit functions
Classroom scheduling tool for use in Fall 2018
Graduate and professional programs working together to identify and address common needs

15. Coming Up: COMPASS Release Schedule
Functionality
Go-Live Date 1
Admissions Release, Graduate/Professional Supplemental/UF Online Application, Academic Structure, Biographical/Demographic Data, Phase 2 Prospecting and Recruiting (Enterprise Analytics Beta, Undergraduate Coalition Application, Undergraduate Prospecting/Recruiting made available in 2016; CRM College of Engineering Pilot Underway)
Aug. 7, 2017 2
Academic Room Scheduling, Course Schedule and Catalog, ISIR Loads, Transfer Credit Evaluation
Nov. 6, 2017 3
Financial Aid Release, Career/Program/Plan Stack, ISIR Processing
Jan. 16, 2018 4
Degree Audit, Academic Advising Release, Award Aid, Registration
March 5, 2018 5
Registration, Enrollment Verification
March 26, 2018 6
Tuition Calculation, Student Billing, Admissions Processing
Aug. 6, 2018 7
Grades, Transcripts, Student Accounts Release, Aid Disbursement, Graduation
Aug. 20, 2018

16. Communications Plan Update
New roadshow section
Breakout plans for key teams and topics
Implementation underway
Website integration

17. New COMPASS Website Updated, rebranded and reorganized
Includes request form for topical, area and/or experiential roadshow presentations
Contact form allows for anonymous input or option to be contacted with a response
New sections on training, and communications and support

18. Discussion and Input Input on plan? Approach?
Roadshow timing and types?
Constituent engagement, areas of concern?
COMPASS Change Network/Subscriber list; Are your groups signed up?
Article suggestions?
Video/multimedia topics and format?

19. Questions?
Online at