1. 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.

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. Customer Relationship Management Milestones
July - August
UTO Support Go-Live
Category/Type Detail Improvements
AZ Central Banner Campaign
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

16. 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

17. Customer Relationship Management Milestones
4 th Quarter
Performance improvements
Additional customer rollouts
Search/Match integration
Communication improvements ( /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

18. 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