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Focusing Illusion and Choice Architecture in ERP implementations

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Presentation on theme: "Focusing Illusion and Choice Architecture in ERP implementations"— Presentation transcript:

1 Focusing Illusion and Choice Architecture in ERP implementations

2 What is meant by Focusing Illusion?

3 Focusing Illusion and Florida Traffic

4 What is meant by Choice Architecture
“Everywhere that we make decisions we’re being influenced by our environment by some extent, by the architecture around us.” (Katherine Milkman Associate Professor and Behavioral Economist, University of Pennsylvania)

5 Good Choice Architecture
Piano Stairs (

6 Bad Choice Architecture

7 Our new ways of doing business
Establishing good choice architecture Built upon best practice, compliance, enhancements to efficiency and automation. Guided by project management frameworks and methodologies. Sponsored by college executive leadership. Transparent communication and stakeholder inclusion. Avoiding focusing illusion Mindful of what we are really going to achieve (i.e., what systems are being replaced and who now does or doesn’t do certain things. Postmodern ERP and CRM efforts. Optimism and celebrating each other as well our milestone successes.

8 Project Updates

9 Enterprise Systems

10 Statuses Infrastructure Multiple Milestones Banner Financial Aid
LIVE for SU18 Banner Registration May/June Student includes Curriculum Data Migration Portal Late Feb CRM Recruit Clayton? CRM Advise June 2018 DegreeWorks Indiv. Delayed Structured Sept 18 Workflow

11 Portal Ellucian Portal is a solution that links people, information, and processes in an effective and efficient manner by aggregating, integrating, and personalizing information, transactions, and applications in a transparent manner for users according to their various roles across the college. Provides a integrated content, single point of access, and single sign on for users and avenues for communication and supporting the student experience.

12 Accomplishments/In progress
Application (formally with Lotus Notes) UG requirements finalized Grad and non-degree application - in progress Communication workflow – in progress Events (formally with Hobsons Radius) State Wide Open house event - completed Communication workflow - completed Integration of Recruit to Banner in progress (formally Hobson’s Radius and Colleague – previously an integration did not exist only basic import of information)

13 Next Steps Inquiry Form (Late January/Early February)
Build, test and implement Build communication workflow Application (Late December) Finalize grad and non-degree application Finalize all communication workflow Finalize all Events (Late January/Early February) Info sessions and Lunch & Learns Begin Testing Recruit processes and Banner integration (March) Training (March)

14 Technical - Next steps Milestone Functional Implementation Planning
Milestone Date Status Completed Date Functional Implementation Planning 12/13/17 Scheduled BRIM install / Integration Testing – Non Prod 11/27/17 In Progress Payment Gateway validation 1/22/18 Recruit Software Upgrade (4.8 or 4.9) Test 2/5/18 Recruit Software Upgrade (4.8 or 4.9) Prod 2/12/18 BDM (Banner Document Management) Integration 4/30/18 Tentative

15 Next Webinar:  Jan. 25, 3:00 p.m. (ET)
For more information (i.e., timelines etc.)


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