1. Bursaries Development Workshop - Steve Derrick Capita FHE National Conference 13 th – 14 th May 2013

2. ? Some Questions Do we have anybody here today using the product? What are clients saying? Is the current product still fit for purpose? What is the product good at? What areas are weak? Are there any new requirements? 2

3. Objectives Requirements gathering Reviewing the legacy product Talking to existing or potential clients to get ideas Determining the Scope Working towards a new application by November 2013 (PR3) including  Replacement SFS product for the UK market  Replacement Bursaries product for Scottish Market 3 I am currently …

4. What are clients saying? “ The product does what it’s supposed to do but …” “It’s a bit old fashioned looking” “It’s a bit quirky” “It needs to be more connected” 4

5. Quick demonstration of SFS 5

6. 6 1. Student Award Application for Hardship An application is made against the Hardship fund

7. 7 2. Student Award Transaction for Hardship One or more award transactions are made against the award The user clicks on the ‘update profile’ button to generate an instalment plan

8. 8 3. The Payment Schedule - BACS Showing the progress of the payments This plan was set up to be payable by BACS The number of instalments was defined against the module in this instance

9. 9 4. Payment Schedules – Internal Transfer This time showing details from an award application for childcare The number of instalments is different and note that the payments are via internal transfer to the College Nursery provider

10. 10 5. Payment Schedules – Paying an External Organisation An award application for Childcare can be paid directly to the Nursery’s bank account Clicking on Pay Details shows that the payment was made directly to Stepping Stones Nursery

11. 11 6. Payment Schedules – Multiple Award Transactions An award application can be made up of multiple amounts Clicking on Breakdown shows that the payment is made up from two award transactions of Hardship and Childcare

12. Ideas so far Online application for bursaries by the student SMS text messaging or email notification for awards Specific screens e.g. Childcare Include the Appeals process Easier searches Keep payments to external organisations Include choice of ad hoc due dates for payment plans Determining ‘how much’ to award remains a manual process 12

13. Other questions? Do we keep ‘manual loans’? Fund budget entries – and transfers between funds? Is the Funds Analysis useful? Are there any recurring problems in the current software that we should know about? Any new reports? 13

14. How can you help further? All requirements and analysis is being input via an online ‘Board’ called Trello (www. trello.com) Anybody can be invited Screen shots (e.g. new design prototypes) can be uploaded Clients can add comments and vote on decisions Requirements extracted into the project can be prioritised and viewed 14

15. The Trello Board: 15

16. Any other questions? 16

17. Background SFS (Student Funding System) used by Scotland and the UK It’s part of a larger Scottish product Written using the proforma screens around 2005 17