1. Program Link Working Together to Connect Wake Forest September 15, 2003

2. How we got here….  Obsolescence of existing software & hardware  Strategy sessions, September 2002  Integrated Campus Software Solutions (“ICSS”) Analysis project, November 2002-May 2003

3. How we got here….  ICSS Analysis project details Methodology:  Cross-functional team  Detailed vendor analysis: most extensive in SCT’s history  Business requirements gathering  Demonstrations, site visits, company research Assumptions  Status quo not viable: doing nothing not an option  Fiscal responsibility: Most cost-effective solution for the University. Scope  Requirements gathering from 77 departments  864 prioritized requirements

4. How we got here….  ICSS Analysis Project Findings SCT Strengths  Met between 71% & 87% of requirements without any changes: exceptional  98% customer retention  Focused on higher education Significant Limitations  Reporting  Housing  Cashiering

5. Approval Process  Banner unanimously selected by project review team.  Funding: Centrally funded through IS operational & capital budgets and University capital investment  Final approval by Chair and Vice Chair of the University Board of Trustees.

6. About Program Link  The name “Program”: Inter-related projects with on- going purpose “Link”: Working together to connect people & processes

7. About Program Link  Scope Banner, but much more  Reporting  Facilities Management  Online housing  Cashiering  Document imaging & workflow  Intranet  Hardware replacement Broad impact: everyone will notice

8. About Program Link: Leadership Steering Committee  Purpose  Members Program Leadership Team

9. Steering Committee  Maureen Carpenter, Controller  Nancy Crouch, Assistant CIO, Information Systems  Jay Dominick, Assistant Vice President & Chief Information Officer, Information Systems  Paul Escott, Dean of the College  Anne Gibbs, Assistant Dean, School of Law  Sam Gladding, Associate Provost  Harold Holmes, Dean of Student Services  Gordon McCray, Associate Dean, Calloway School  Ralph Pedersen, Director of Human Resources  Tim Snyder, Director, Advancement Technologies  Bill Sides, Director of Facilities Management  Charlene Watkins, University Compliance  Kim Westmoreland, Assistant Dean, Babcock School Back

10. Program Link Leadership Team NameDepartmentLink Responsibility Nathan Anderson Financial & Accounting ServicesBanner Finance/Sponsored Programs Angela Atkins Internal AuditProgram internal control Jamie Barras Information SystemsProgram manager Lynn Berry Information SystemsTechnical lead Andrea Bohn Financial & Accounting ServicesE-cashier Tim Burton Residence Life & HousingOnline housing Mary Cranfill Facilities ManagementDatastream Cathy Drader Information SystemsProcess & training Lea Anne Iles Information SystemsBanner Student/Faculty module Buz Moser University StoresBanner HR/Payroll module Lee Norris Information SystemsTechnical lead John Owen Babcock SchoolBanner Financial Aid Ed Raliski Law SchoolReporting Tim Snyder University AdvancementBanner Advancement Mark Sonntag Information SystemsProgram communications Next

11. Where we’re going ….  Better access to information  More consistent data  More timely information  More online services  Better service delivery through better information

12. High-Level Timeline  September-December 2003: Project planning & scheduling  October 2003-January 2004: Projects begin  Summer 2004: Admissions go live  January-June 2005: Multiple go live dates  Fall 2005-Spring 2006: Extended features  Every 18-24 months: upgrades

13. Project Start/End Project Plan/Schedule Tech Assessment Intranet Process Re-engineering Tech Training Banner Environment Setup Data Plan/Map/Convert Finance System Human Resource Student - Admission Student – Registration/AR Financial Aid Advancement Extender Datamart E~Print, evisions Multi-module timeline 7/03 10/03 1/04 4/04 7/04 10/04 1/05 4/05 7/05 10/05 1/06 4/06 7/06 10/06 1/07 Kick-off Turn off HP 3000 Fiscal Year /Academic Year Single task/module Multi- module or multi- milestone SCT’s Proposed Timeline

14. How we will get there?  Methodology: Standard methodologies for program management Under general direction of Steering Committee Cost effective solutions for the University  Collective effort: Everyone plays a role Project teams Operational support Users learning new system  Flexibility

15. What’s In It For You?  Challenges of supporting existing services while implementing Link  Evolving job responsibilities  Better access to accurate data  Increased online services to students, faculty, staff, and alumni  Learning new things, new ways  Training as needed  Information

16. Where to learn more  Link website: http://www.wfu.edu/linkhttp://www.wfu.edu/link  Questions? Send to link@wfu.edulink@wfu.edu  Project managers, project team members, and steering committee members  Electronic updates  Information sessions  Q & A today with Project Managers – 3 rd floor lobby