1. UPDATE TO THE IT GOVERNANCE STEERING COMMITTEE BY THE COMMITTEE ON BUSINESS TECHNOLOGY (CBT) NOVEMBER 1, 2012

2. TOPICS 1.Business Systems Planning Approach 2.Prioritization Criteria 3.Emerging Key Themes 4.Next Steps 2

3. 1. RECAP OF CBT APPROACH AND WORK TO-DATE  CBT formed 5 subgroups to represent key administrative domains  Subgroup focus areas: Financial Systems, Research Administration Systems, Human Resources and Academic Personnel Systems, Student Systems and Space & Facilities Systems  Broad membership from across the schools and central departments  CBT developed prioritization criteria to ensure consistency in subgroup analysis and recommendations  Subgroups met over a two month period and delivered draft reports and timelines to the CBT  CBT now evaluating and finalizing recommendations  Workshop on October 9 th focused on vetting recommendations and project ratings provided by subgroups and identifying synergies across projects  Upcoming workshop on November 30 th to rank final recommended projects and begin timeline and draft consolidated budget creation 3

4. 2. EVALUATION CRITERIA Criteria applied and rated for each project:  Addresses critical business need  Addresses campus-wide constituencies  Improves data and management information  Delivers positive financial impact (savings, avoidance or revenue generation) 4

5. OTHER PROJECT ATTRIBUTES CONSIDERED Not used for prioritization but used for analysis to create feasible roadmap:  Mandated project: not prioritized but put on timeline; financially accounted for  Quick win: not a criteria but for informational purposes; may drive timeline creation  One time “order of magnitude” cost to implement: not a criteria but for information; provides “affordability” check by subgroup and in total  Capacity Effort to implement: not a criteria since answer dependent upon timeline; becomes critical in placing activities on the timeline 5

6. 3. EMERGING THEMES  Overarching need for improved reporting and expanded data warehouse that includes critical research administration, human resources and student administration data  Integration across multiple standalone systems within a functional area (e.g. research administration) and across functions where data is shared  Tools to both streamline manually intensive efforts and at the same time, manage financial risk  Systems that can support cost mitigation/cost avoidance through complete, accessible information  Systems that address critical gaps in fundamental business areas Process redesign and procedural changes need to accompany all business systems projects to maximize the technology investment. 6

7. 4. NEXT STEPS  Continue deliberations with CBT, participate in cross IT Governance Committee retreat and finalize draft documentation (November 2012 to mid-January, 2013)  Present Recommendations to IT Governance for review and input (mid-January, 2013)  Finalize Report (end January, 2013) 7