1. What’s New at XAP?
June 22, 2010
Confidential. Not for distribution or duplication without prior consent from Xap Corporation. © 2010 Xap Corporation

2. What’s New at XAP Agenda New Logo & Corporate Website Solution Team
Initiatives for 2010
Partnerships
Questions & Answers

4. Solutions Organization
VP of Solutions & 4 Market Directors State/Federal – Judy & Judy Kowarsky K-12 – Lori Wood Postsecondary – Ron Gaskins Adult / Workforce – Don Phillips
Confidential. Not for distribution or duplication without prior consent from Xap Corporation. © 2010 Xap Corporation

5. ADOPT
ADAPT
BUILD

6. Solutions Group Mission Statement
The XAP Solutions Group will identify, articulate and deliver market-driven products, services and strategies through systematic analysis and business processes that will foster a culture of collaboration across all XAP departments to generate new and sustainable revenue.

7. Solutions Group Framework
What is it?
What does it mean for you?

8. Solutions Group Framework
Market Needs
Market Funding Potential
Market Definition
Business Plan - ROI
Positioning
Marketing Plan
Win/ Loss Analysis
Sales Channel Strategy
Buy, Build, or Partner
Buying Process
Customer Acquisition
Distinctive Competence
Solution Map
Pricing
Buyer Personas
Customer Retention
Competitive Landscape
Innovation
Product Profitability
User Personas
Program Effectiveness
MARKET STRATEGY BUSINESS PLANNING PROGRAMS READINESS SUPPORT
Technology Assessment
Product Roadmap
Feature Brief & BRD Approval
Launch Plan
Sales Process
Presentations & Demos
Use Scenarios
Thought Leadership
Collateral
‘ Special’ Calls
Status Dashboard
Lead Generation
Sales Tools
Event Support
Referrals &References
Sales Channel Training
Sales Channel
Confidential. Not for distribution or duplication without prior consent from Xap Corporation. © 2010 Xap Corporation

9. Market Needs
Discover needs in the market by interviewing customers, recent evaluators, and untapped, potential customers. Validate urgent problems to show their pervasiveness in the market. Leverage existing research that has already been complete within the organization or external sources.
Ownership: Solutions Group
Execution: Market Director
Tasks:
Keep market research (conferences, internal client conference, client visits, advisory groups).
Maintaining documentation of competitors, gap analysis between current solutions and market needs, etc.
Belonging to professional affiliations.
Staying current by monitoring newsletters, websites, blogs.
Interviewing sales and support staff.
Provide market summaries of usage, trends, accounts, etc.
KPI by different clients and their implementation strategies.

10. Product Roadmap
Illustrate the visions and key phrases of deliverables for the product. The roadmap is a plan, not a commitment.
Ownership: Solutions Group
Execution: Market Directors
Tasks:
Consolidate input and validation from all market sources (clients, staff, stakeholders).
Owner of the list of suggestions and requests from all sources.
Create and update product roadmap for each product. More specificity for near term; less specific for longer term. Rolling task.
Differentiate between customization requests and best practices. If possible, try to develop customizations as best practices. Use configuration to deliver specific solutions that satisfy local needs but can also satisfy needs in other markets or geographies.

11. Buy, Build or Partner
Determine the most effective way to deliver a complete solution to an identified market problem. Where you have gaps in your offering, analyze whether to buy, build or partner to complete the solution for your market.
Ownership: Solutions Group with input from IT
Execution: Market Directors with inside and outside resources
Tasks:
Identify potential solutions not currently available from Xap that satisfying a market need.
Look at partnering first; before we buy or build.
Consider integration opportunities.
Develop a quick litmus test. Includes:
Needs satisfied?
Cost effective?
Profitable?
Experience and market presence of potential partner?
Time to market?
Done in conjunction with a business plan..

12. Feature Brief & BRD Approval
Regardless of whether we buy, build or partner, a Feature Brief and BRD is required to help define the “what.” A formal approval process is required.
Ownership: Business Analysts in conjunction with Solutions Group
Execution: Business Analysts and Solutions Group
Tasks:
Step 1 – Create a Feature Brief (CSL, Sales or Market Director)
Step 2 – BRD created
Step 3 – BRD approved (Solutions Group owns)
Step 4 – Product Review Committee sets priorities
Step 5 - Set release

13. Launch Plan
Ensure that all departments are prepared for new product releases and all items are completed to launch the product externally.
Ownership: Solutions Group
Execution: Market Directors
Tasks:
Create and execute launch plan for every new product or program (using standard launch plan).
Re-launching should follow same process.
Process should be followed with both internal solutions and partnerships.

14. Business Requirement Document (BRD)
Market Needs by Market
Client Needs
Prospect Needs
Client Success Leader
Market Director
Sales
Feature Brief
Business Requirement Document (BRD)

15. Program Development Team
BRD
Solutions Team
PMO
Product Review Team
Program Development Team

16. Portfolio Prioritization
Next Product Release
Improvements
Enhancements
Future
Customizations

17. Product Roadmap BRD Feature Briefs Product Release New Product
Customization
BRD
New Functionality
Enhancements
Improvements
Feature Briefs
Client Requests
Market Needs

18. Prioritization & Effort
Sample: Transitions 4.0
August 1
Release
April 15 – August 1
Client Communication
March 15
Prioritization & Effort
Determine Release
February 15
BRD
Determine effort
January 15
Feature Briefs
Feedback to Client
December 15
Client Requests
Market Needs

19. XAP Products Mentor Applications and Transcripts Transitions
K- 6 Students
Middle School Students
High School Students
Postsecondary Students
Adults in the Workforce
Career awareness
Career exploration, high school planning
Career planning, postsecondary planning
Career planning, postsecondary planning, job resources
Career planning, job search, education and skill enhancement planning
Paws in Jobland
Choices Explorer
Choices Planner
Choices CT
TestPrep
College Scope
Strengths for Success
Mentor
Applications and Transcripts
Transitions
Assessments
Report Central

20. New Transition Portals
CollegeinColorado.org
CFWV.com
GAcollege411.org
CollegeforTN.org
WayToGoRI.org
CSNav.org
What’sNextIllinois.org
Confidential. Not for distribution or duplication without prior consent from Xap Corporation. © 2010 Xap Corporation

21. Benefits - Portal More robust and flexible
More control over the content
Contemporary design
Version control
Develop object oriented components
Greater degree of control over security
Easier to develop web services
C# a much more robust programming language than ASP
Developing in a much more object oriented manner
.Net framework is more robust than classic ASP
More secure , much greater degree control over security
More options are available on configuration and secure the architecture
Enables Xap to use version control and infinitely better from a change management perspective
.Net 3.5 framework has a pretty robust set of ajax functionality and controls that is already built in and embedded that will not require Xap to develop them.
Xap is a Microsoft shop, we use the Microsoft family of products because they fit very well.
Using 3.5 .Net framework
Classic ASP is no longer evolving and it is stagnant and was replaced by ASP .net and this allows
CSU will be able to take advantage of the new features that we will be rolling out that are dependent on .net
Database and data models
Easier for collaboration
Much easier to develop web services
Classic asp does not have the facilities that .Net has that allow us to
Parts of the portal are seasonal
Features campuses at different times
Different content for different audiences

22. Transitions 3.0 Release Content block editor
System definition of transcripts feature availability
Account name and password retrieval processes
New Professional Center account type to control access to transcript features
Export to Excel for Professional Center reports
Enhancements to parent account connections to student portfolios
Enhancements to parent sign off of student plans (Professional Center)
Batch account creation enhancements (Professional Center)
Technology and infrastructure upgrades

23. National Application Center Outreach & adoption for clients
Choices portfolio pre-populating the application
New partnerships
New sales – new pricing
Standard
Enhanced
Custom
Portal
Confidential. Not for distribution or duplication without prior consent from Xap Corporation. © 2010 Xap Corporation

24. New Application Architecture
Keeps existing schema
Allows comprehensive tools (Control Center) to stay in service.
Provides (even) better user experience
Separates application user experience from reporting/downloads
Allows for multiple versions, versioning and content management
Keeping the existing schema provides the base for existing tools continued operation
When and application is started and until the point of submitting the application, data is stored as a unit
This provides very fast interactions on the site and isolation of the data sets – pre and post application
The new design provides a description of the application – so the business logic is separated from the description, this enables us to use versioning and testable version on the same system
Confidential. Not for distribution or duplication without prior consent from Xap Corporation. © 2010 Xap Corporation

25. Rebuild the online admission application with a greater emphasis on user experience
Rebuild from the ground up to take advantage of modern design best practices such as the use of lightboxes etc. We lock out screens and there is more potential for data error
Getting rid of skip screens and making it more dynamic
It will enhance compliance with 508 standards as well, which will be demonstrated by Alyse.
Closest thing to CSS/HTML is the account creation and Xap’s employment application form.
How long will this take to complete?
It’s the core service
It will improve the performance even more

26. Benefits – Online Application
More efficient
Provides greater design flexibility
Contemporary design
Enhances the user experience
Seamless transition for campuses
Cost effective
CSS

27. eTranscripts National
Based on eTranscript California
PESC award
Only system that is format independent
PESC XML Standards
eTranscript STATE
College to College
High School to College
Seeking partnerships
College to College articulation

28. Postsecondary Electronic Standards Council
Three eTranscript Awards in two years
Georgia
eTranscripts California
CFNC.org
Board Member
Co-Chair of ePortfolio Workgroup
Member of EdUnify Workgroup

29. The Value of Report Central
Access
To Relevant
Reports
Authorized users access reports in accordance with their roles and responsibilities
Data on demand as clients generate standard reports with criteria and filter controls
Retrieve saved reports
Output options: PDF, Word & Excel
Clients
Generate
Reports
We invested in new technology to answer the call for aggregate reports to guide program implementation, maximize efficiencies and yield accountability information.
As promised, Report Central is now in place for Choices and Transitions program usage and outcome reports. As of this week we have a new component for customers – Choices, Mentor & Transitions customers can build summary reports about applications and transcripts processed.
Clients say they value their ability to: 1) Set the system to control who accesses various reports based on their roles and responsibilities
2) Quickly generate reports and save those reports for later use
3) Produce output formatted for publications, presentations or manipulation in Excel
4) Design summaries to meet sponsors’ unique program monitoring and accounting needs; whether that means summaries for geographic regions, by program funding source or other population characteristics.
Sponsors are able to monitor usage patterns across sites to determine where they need to invest training and marketing resources, identify best practices and take inventory of goals accomplished.
Unlike current reporting tools that summarize usage information by site, Sponsors and administrators can choose from an array of setup parameters to tailor the reporting system to meet the needs of staff at various levels or agencies such as State Department of Education, Consortiums and School Districts. This critical infrastructure paves the way for additional reports using Xap data or Xap data in combination with local client information. Certain clients may want us to merge their SIS information with our to generate reports that draw on data from both sources.
Keep in mind that existing reporting tools are not disappearing. We are building around those products and supplementing them. All of the reports in Report Central are aggregate reports – this is not a system for accessing individual profile information.
Sponsors
Set Up
Parameters
Tailor aggregate summaries to meet
Monitoring & program accountability needs
Confidential. Not for distribution or duplication without prior consent from Xap Corporation. © 2010 Xap Corporation

30. Partnerships CollegeWeekLive Dynamic WebPrint MappingYourFuture
Seeking partnerships
Media graphics
Communications
Social Media
Additions to eTranscript offering
CRM
Confidential. Not for distribution or duplication without prior consent from Xap Corporation. © 2010 Xap Corporation

31. Questions & Answers

32. Let’s continue to work together!