2. AGENDA  Objectives  Understand / Identify / Agree to continued dependencies  Review Approach  Projects / Priorities / Schedule (consensus)  Summary

3.  Reduce costs - economic need  Replace critical processing not available in Banner  Preserve data for future access  Remove redundancy & dependency on old technology  Agree to approach to move forward / logistics  Improve productivity / efficiencies - single production environment

4.  LEGACY Team Lead – Dennis + Bob, Lori, Mary  Discussions – prior Data Requests  On-Line Access: 100+ users increasing (statistics from Doug)  Batch Jobs: 27 scheduled  Known Production Business Processes (Events, ID Cards, etc.)  Document Control  Focus Executables  Programs / VSAM files  Project Summary - LARGE EFFORT

5.  Migrate (all) Data - Oracle repository  Identify new projects + already requested  Continue monitoring Batch & On-line usage  Document Control – developed data base / Web Focus report  Began initial meetings with Functional areas  Categorize Projects – update / query / scheduled  Restrict access (within functional areas) l

6. Complete:  Provisional to Regular status  Inter University Transfers  Re-Admits  GRAD Reporting  U-Select / CAS conversion  ACT Residual  Positive Pay – FTPs to Bank  Athletics Reporting  CSP Reporting IN PROGRESS:  Events Management – conversion  ID Cards (software evaluation)  Advisor Tracking (Stem/Class) & Intent to Graduate: colleges/GRAD  VISA data  ADVANTAGE – Ledger Extracts BACKLOG:  Graduate Assistant  Transcript verifications (100,000+)  Documents: 1098Ts, unpaid Bills, Promise to Pay  Lists & labels

7.  Review usage and projects  Confirm critical priority production needs  Eliminate nice but not necessary  Identify reports needed  Confirm Banner data availability  Identify Banner access needs  Identify Banner navigation & WebFOCUS training

8.  CRITICAL projects + functional & technical resources = Schedule  Post on the YES Website  Monitor progress

9. ACTIVE PROJECTS:  EMAS PRO 9 Upgrade  Evaluation – STARFISH Software  Scheduling Optimizer – AD ASTRA  Writing Assessment – Students  Enrollment report by Applicant Group  Cohort Progress Tracking Report  Disability Students Email Report  Web Time Entry  VALIC – Retirement Manager  People Admin  Ohio – New Hire Report  TIA-CREF Upload  Student Accounts Reporting  Budget Prep  Faculty Evaluations  Cash Payment Report  Auditor Reporting Maintenance & Support:  UPGRADES Oct 2011: Banner 8.4 Oracle 11g  Duplicate PIDMS  Cue Mail accounts  Broken Gifts  Fund Corrections  Library

10. OUR CHALLENGE… BALANCE UNIVERSITY’S NEEDS … Priority  DAILY PRODUCTION SUPPORT  CRITICAL HIGH PRIORITY PROJECTS  LEGACY PROJECTS

11. CHALLENGED WITH…  FEDERAL & STATE MANDATES  CHANGING INSTITUTION PRIORITIES  CONTINUOUS HIGH DEMANDS  DEDICATE STAFF / RESPOND / KNOWLEDGE  LIMITED FUNCTIONAL & TECHNICAL RESOURCES  ERIP PROGRAM  ELIMINATE / STREAMLINE PROJECT LIST

12. Confirm Functional Teams & Resources Schedule Meetings Categorize Needs: Critical / Reference / Utility GMRs – Projects / Priority / Dates Needed / Availability Implementation Team – Agree To & Confirm High Priorities Develop Schedule – Legacy End Date

13.  IDENTIFY INDIVIDUAL PROJECT TEAMS  ESTABLISH PRIORITIES  EVALUATE RESOURCE ALLOCATION NEEDS  ASSIGN PROJECTS  WEEKLY/INDIVIDUAL MEETINGS / REPORTING  MAXIMIZE RESOURCES

14.  AGREE TO HIGH PRIORITY PROJECTS  ESTABLISH OWNERSHIP  FOCUS ON OBJECTIVES  DEVELOP SCHEDULE  COMMITMENT / AVAILABLE RESOURCES / ASSIGNMENTS  COMPLETE LEGACY SYSTEM PROJECTS  CONSENSUS  COMMUNICATION

15. Celebration !!!