AGENDA

Objectives

Understand / Identify / Agree to continued dependencies

Review Approach

Projects / Priorities / Schedule (consensus)

Summary

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

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

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

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

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

CRITICAL projects + functional & technical resources = Schedule

Post on the YES Website

Monitor progress

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

OUR CHALLENGE…

BALANCE UNIVERSITY’S NEEDS …

Priority

DAILY PRODUCTION SUPPORT

CRITICAL HIGH PRIORITY PROJECTS

LEGACY PROJECTS

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

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

IDENTIFY INDIVIDUAL PROJECT TEAMS

ESTABLISH PRIORITIES

EVALUATE RESOURCE ALLOCATION NEEDS

ASSIGN PROJECTS

WEEKLY/INDIVIDUAL MEETINGS / REPORTING

MAXIMIZE RESOURCES

AGREE TO HIGH PRIORITY PROJECTS

ESTABLISH OWNERSHIP

FOCUS ON OBJECTIVES

DEVELOP SCHEDULE

COMMITMENT / AVAILABLE RESOURCES / ASSIGNMENTS

COMPLETE LEGACY SYSTEM PROJECTS

CONSENSUS

COMMUNICATION

Celebration !!!