1. Financial Aid Update - June 23, 2016

2. The Team & Our Task
Evaluate system functionality and business requirements
Simplification to take advantage of the delivered product
Focus on outcomes, not processes
Tina: Introduce Team, especially Paula and give high-level view of our goal here on the project
Role of the team is to, as a group, understand the delivered functionality of Campus Solutions. We will ensure that our current business requirements and processes can be met through CS. That includes identifying business processes or policies that could be simplified to take advantage of the delivered system while still meeting our business needs.
The goal is not to reproduce our current process in the new system, but rather to improve our ability to administer financial aid by bringing together the delivered functionality and the best of our technical knowledge and business expertise.

3. Interactive Design and Prototype Sessions (IDP)
What We’re Doing Now
Interactive Design and Prototype Sessions (IDP)
Document Business Requirements/Processes
Learn System Design Options
Identify Gap Areas
Mike:
What have we been doing? IDP sessions involve in-depth discussions about our business process and required activities. We learn about the delivered functionality of campus solutions and ways we can utilize those features to meet our needs. In some areas, there are gaps between what we need and what the system offers. An example of a gap is state programs—which is not delivered simply because of the variation from state to state. This gap will be met through a customization.
As you can see from this picture of Max, we have been doing a lot of research and documentation. We have met with Connie to determine the nuances of the calendars and attendance patterns of the unique MBA programs to ensure that we can provide a solution for processing aid for her students.

4. Future View September 2016: July 2017: November 2017: Throughout:
Begin Configure and Develop Phase
Begin Financial Aid Testing and Training
Financial Aid Phase 1 Release
Throughout:
Mike;
ALL ARE ANTICIPATED/PROPOSED DATES. NOT SET IN STONE
Describe C & D Phase.
Phase 1 = ISIR Load, communications, verification checklist
Throughout: get involved! Ask questions!
Participate through policy/process evaluation and documentation, work group sessions, and staying in contact with the implementation team

5. Preview of Delivered Functionality
View ISIR Fields
Simulate INAS Calculations: What If? Scenarios
View Real-Time Need Summary
Awarding: Package or repackage a student instantly
Max: View ISIR record on “Correct ISIR Records” to show user-friendly view. Highlight Dependency Yes/No questions and Comment Codes.
He will simulate the INAS calculation—what if? Scenario: loss of parent income (10k) and re-calculate EFC.
Kimberly: show real-time need summary page, auto package a student, show message for PLUS, then post. Then add a presidential award, validate, and show changes to UNSUB ( messages) but do NOT post. Show how to review changes before making permanent (uh oh situation)

6. Characteristics of Successful Implementations
Knowledgeable and Diverse Implementation Team
Timely and Thoughtful Participation
Partnership Between Team and Home Office
Advocate for the Project
Paula: will talk about characteristics from past implementations that made those teams successful

7. Questions
As you have questions arise, let us know. Schedule a time to come VISIT US and see what the team is working on. We’d love to have you!