Campus SolutionsCampus SolutionsFeature Pack; Friend or FoeFeature Pack; Friend or Foe

Session Session 2734127341

March 02, 2010March 02, 2010 ((03:15 PM - 04:15 PM)03:15 PM - 04:15 PM)

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PresenterPresenter

Nicole ParkmanNicole Parkman History History

Have been working with PeopleSoft CS for 12 years, started with SA Have been working with PeopleSoft CS for 12 years, started with SA 7.6 in 1998.7.6 in 1998.

Iona College in NY in Bursar Area/SF leadIona College in NY in Bursar Area/SF lead Consulted/Student Financials Consulted/Student Financials

Hired at TCNJ in 2006 Hired at TCNJ in 2006 Project Manager, Campus Solutions Implementation at TCNJProject Manager, Campus Solutions Implementation at TCNJ

Current Position at TCNJCurrent Position at TCNJ Interim Director, Enterprise Applications at TCNJInterim Director, Enterprise Applications at TCNJ We Support 3 Major Systems, All PeopleSoft, We Support 3 Major Systems, All PeopleSoft, Separate DatabasesSeparate Databases

HRMS 8.9 (planning next upgrade)HRMS 8.9 (planning next upgrade) Finance 9.0 Finance 9.0 Student Systems 9.0Student Systems 9.0

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The College of New JerseyThe College of New Jersey

State College in Ewing, NJState College in Ewing, NJ Primarily undergraduate liberal artsPrimarily undergraduate liberal arts Students - 5,600 FT, 330 PT, 850 Students - 5,600 FT, 330 PT, 850

graduategraduate Faculty - 325 full-time, 350 adjunctFaculty - 325 full-time, 350 adjunct Staff - 675 full-time, 125 part-timeStaff - 675 full-time, 125 part-time Student Employees/GA’s - 1,300Student Employees/GA’s - 1,300

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Overview/AgendaOverview/Agenda

Oracle’s Announcement about Oracle’s Announcement about Continuous DeliveryContinuous Delivery A Few Facts about Feature PacksA Few Facts about Feature Packs List of Already Released Feature Packs & What’s nextList of Already Released Feature Packs & What’s next Are the worth it to you?Are the worth it to you? Impact of falling behind on Implementing theseImpact of falling behind on Implementing these Our Experience with the EAP for Affiliations in FP1Our Experience with the EAP for Affiliations in FP1 Multiple ChoiceMultiple Choice Ways to start Planning & Options to Catch up Ways to start Planning & Options to Catch up Where do Consultants/Partners Fit in?Where do Consultants/Partners Fit in? Summary Summary QuestionsQuestions

Oracle’s Announcement Oracle’s Announcement Introduction of Continuous Delivery- mid Introduction of Continuous Delivery- mid

20092009

““New features and functions in the Campus New features and functions in the Campus Solutions suite of products will be released Solutions suite of products will be released incrementally rather than the traditional incrementally rather than the traditional major new point release approach.”major new point release approach.”

(Important News from Oracle - (Important News from Oracle - http://www.oracle.com/us/corporate/press/021251 ))

Bottom LineBottom Line No More Expensive, Timely & Costly No More Expensive, Timely & Costly

Upgrades!Upgrades! REALLY???? REALLY???? 5

A Few Facts about A Few Facts about Feature PacksFeature Packs

8.9 users must upgrade to 9.0 to get Feature 8.9 users must upgrade to 9.0 to get Feature Packs.Packs.

Features are delivered as part of the current Features are delivered as part of the current 9.0 code line but delivered “OFF”. 9.0 code line but delivered “OFF”. (could be (could be noticeable with issues with bundles noticeable with issues with bundles 14,15,16)14,15,16)

Feature Pack 1 & 2 are already out and again Feature Pack 1 & 2 are already out and again if you are up to date on bundles ….if you are up to date on bundles …. YOU ALREADY HAVE THESE YOU ALREADY HAVE THESE

ENHANCEMENTS!!!ENHANCEMENTS!!! So, now that you have it how do you use it??? So, now that you have it how do you use it???

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Feature PacksFeature PacksFeature Pack 1Feature Pack 1

RVP- 7/2009RVP- 7/2009

TBATBA

Feature Pack 3Feature Pack 3RVP- 2010RVP- 2010

Planned CRM Planned CRM enhancementsenhancements

Hosted Hosted Payment Payment Electronic Electronic Payment API Payment API using IBusing IB

Integration to Integration to EBS Financials EBS Financials GL GL

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Feature Feature Pack 2Pack 2 RVP- RVP- 11/200911/2009

Affiliations Affiliations Constituent Constituent

Web ServicesWeb Services External External

Search Search /Match /Match

See Feature Pack Release Value Proposition Document on My Oracle Support for more detail and specifics

Feature Feature Pack 4Pack 4

RVP - 2010RVP - 2010

Admissions Admissions Web Web Services Services

We’re already behind…We’re already behind… There are 2 Feature Packs delivered and There are 2 Feature Packs delivered and

another 2 that are scheduled to be another 2 that are scheduled to be released before the end of 2010.released before the end of 2010.

If we do not start applying these soon If we do not start applying these soon we will end up eitherwe will end up either: : A) A) Not applying them at all Not applying them at all (what benefit is (what benefit is

that? We would be better off with a major that? We would be better off with a major upgrade)upgrade)

B) Waiting until they build up then guess B) Waiting until they build up then guess what ..same results (cost and resource drain) as what ..same results (cost and resource drain) as a a major upgrademajor upgrade

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Feature Pack 1 - AffiliationsFeature Pack 1 - Affiliations• Defines the role that person has with your Defines the role that person has with your

campuscampus• Basic: Prospect, Applicant, Student, Alumni, DiscontinuedBasic: Prospect, Applicant, Student, Alumni, Discontinued• More Granular: Undergraduate, Graduate ect.More Granular: Undergraduate, Graduate ect.

• TCNJ liked (and needed) this because all of TCNJ liked (and needed) this because all of these “affiliations” have different system these “affiliations” have different system access so the better we could DEFINE and access so the better we could DEFINE and “Tag” the more accurate the data interfaced “Tag” the more accurate the data interfaced to IDM was. to IDM was.

• Would help with Help Desk troubleshooting. Would help with Help Desk troubleshooting. • Would give easier , more enhanced reporting Would give easier , more enhanced reporting

capabilities.capabilities.9

Feature Pack 1Feature Pack 1Constituent Web ServiceConstituent Web Service

Third Party System Management and Third Party System Management and Communication /Info SharingCommunication /Info Sharing

Notifies integrated systems Notifies integrated systems when constituent data when constituent data in CS is created or updated. Close to Real Time!in CS is created or updated. Close to Real Time!

Allows integrated systems to update a constituent’s Allows integrated systems to update a constituent’s information in CS, such as information in CS, such as adding a new address or adding a new address or changing the constituent’s namechanging the constituent’s name. .

Current Major InterfacesCurrent Major Interfaces IDM, Course Management system, Housing, Health IDM, Course Management system, Housing, Health

Services, Black Board Services, Black Board Flat files are picking up theses changes but gets Flat files are picking up theses changes but gets

messy with dups and does require coordination and messy with dups and does require coordination and managementmanagement

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Feature Pack 1-Feature Pack 1- External Search Match External Search Match

Business BenefitsBusiness Benefits Duplicate reduction Duplicate reduction Provides more complete lists of potential duplicate Ids in Provides more complete lists of potential duplicate Ids in

your entire campus environment, including Ids that reside your entire campus environment, including Ids that reside outside the HCM databaseoutside the HCM database

Search more than HCMSearch more than HCM Enables institution to perform searches within the external Enables institution to perform searches within the external

system and import the records into Campus Solutionssystem and import the records into Campus Solutions Flexibility to search either HCM or the external system or Flexibility to search either HCM or the external system or

bothboth Maintained existing S/M user interface for maximum Maintained existing S/M user interface for maximum

usabilityusability Search results show combined results of search (e.g., some Search results show combined results of search (e.g., some

results from CS and some from external data hub)results from CS and some from external data hub)

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Our Experience with the Our Experience with the EAPEAP

Who Who wantswants to be the beta user? to be the beta user? WE DID! WE DID! EAP Program ExperienceEAP Program Experience

What we didn’t anticipate ..What we didn’t anticipate .. Even with Oracle support, it was a lot of work.Even with Oracle support, it was a lot of work. It’s a technical and functional effort so getting all It’s a technical and functional effort so getting all

on the same page at the same time without on the same page at the same time without Backfill, Consulting, a Project Manager is Backfill, Consulting, a Project Manager is challenging. (It’s a mini project)challenging. (It’s a mini project)

Although we have Business Analysts in each area Although we have Business Analysts in each area these “mini projects” would be impossible to these “mini projects” would be impossible to implement without extra resources.implement without extra resources.

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Multiple Choice Multiple Choice

After hearing about Oracle’s After hearing about Oracle’s Continuous Delivery do you Continuous Delivery do you …..….. A) A) Run to your Treasurer and tell her we Run to your Treasurer and tell her we

will no longer need a million dollars to will no longer need a million dollars to cover a future upgrade and she can cover a future upgrade and she can spend it as he/she likes?spend it as he/she likes?

B) B) Think about ways to spend the million Think about ways to spend the million (or less, hopefully)(or less, hopefully) that will insure you that will insure you implement the Feature Packsimplement the Feature Packs

C) C) Do NothingDo Nothing

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Begin Planning and Begin Planning and OptionsOptions

Recognize that you will support and Recognize that you will support and that usually costs moneythat usually costs money..

The Options The Options

A)A) You may You may already have a team in place already have a team in place and ready to take and ready to take on new projects- You might be good to goon new projects- You might be good to go

B)B) Use the Use the upgrade funding to increase Staff Lines upgrade funding to increase Staff Lines (we (we already have BA positions with full plates)already have BA positions with full plates)

C)C) Hire Consultants Hire Consultants to help with Feature Pack implementationto help with Feature Pack implementation Still Still MAYMAY need Backfill for Functional Folks assuming need Backfill for Functional Folks assuming

you want the consultant to you want the consultant to KNOWLEDGE TRANSFERKNOWLEDGE TRANSFER Because of the module specific nature of the FPs- Because of the module specific nature of the FPs-

Backfills might not be necessary just plan around Backfills might not be necessary just plan around Business Process Calendar.Business Process Calendar.

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Questions we need to Questions we need to ask..ask.. How to we determine how long it will take to How to we determine how long it will take to

implement? implement? How many consulting hours will I need- $$$$How many consulting hours will I need- $$$$ How many hours will the functional/technical folks How many hours will the functional/technical folks

be expected to dedicate?be expected to dedicate? What People Tools should the Technical folks be What People Tools should the Technical folks be

familiar with – Integration broker was used for familiar with – Integration broker was used for AffiliationsAffiliations

What about Licensing Fees? Which Feature have What about Licensing Fees? Which Feature have them. them. What does this mean? Will we have sufficient notice What does this mean? Will we have sufficient notice to request funding?to request funding?

WHO has the expertise to help implement? Oracle OR WHO has the expertise to help implement? Oracle OR Others? Others? RFP???RFP???

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Where do the consultants Where do the consultants fit in? fit in?

Knowing and understanding the complexity of some of these FPs, Knowing and understanding the complexity of some of these FPs, there should be outreach from Consultants to Institutions already.there should be outreach from Consultants to Institutions already.

Oracle does have a Managed Services component but its technical Oracle does have a Managed Services component but its technical , for PFs not really the , for PFs not really the Functional Knowledge Functional Knowledge that we need.that we need.

How about a Feature Pack How about a Feature Pack Menu of ServicesMenu of Services? (my idea? (my idea)) Implementation of Feature Pack 1 Implementation of Feature Pack 1

Affiliations, Constituent Web Services, External Search /Match Affiliations, Constituent Web Services, External Search /Match

INCLUDES:INCLUDES: 50 HOURS onsite FUNCTIONAL consultant services (knowledge 50 HOURS onsite FUNCTIONAL consultant services (knowledge

transfer) transfer) 10 technical hours- off site support 10 technical hours- off site support A Project Plan , Business Process Document A Project Plan , Business Process Document 5 hours Post Production Support 5 hours Post Production Support COST: $25,000COST: $25,000

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Summary- Friend OR Summary- Friend OR Foe? Foe?

Oracle’s Continuous Delivery Oracle’s Continuous Delivery waswas developed for with the developed for with the customer need in mindcustomer need in mind. (I believe this). (I believe this)

Needs to be more of a connection or more visible Needs to be more of a connection or more visible connection between the Oracle Development and connection between the Oracle Development and Consultants.Consultants.

We need more information to plan better We need more information to plan better how long to implement based on the complexity of the FPhow long to implement based on the complexity of the FP functional /technical ratio of staff needed to work on this functional /technical ratio of staff needed to work on this

(backfill)(backfill) What would consulting costs be- how can I What would consulting costs be- how can I

estimate/request fundsestimate/request funds Becomes so far behind that the cost of catching up will cost Becomes so far behind that the cost of catching up will cost

the same as an upgrade. (savings measurement should be the same as an upgrade. (savings measurement should be done)done)

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Documentation that Documentation that might help might help

Statement of Direction (for forward planning) Campus Solutions Product Evolution FAQ March

2009 PeopleSoft CS9.0 Feature Pack 1,2 Value

Proposition. PEOPLESOFT CAMPUS SOLUTIONS FEATURE

PACK 1: CONSTITUENT MANAGEMENT Oracle Lifetime Support Policy Blogs- Dave Baugh , Curtis Barnes New ones: (not related) – Business Process Maps

& Entity Relationship Diagram

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Questions?Questions?

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ContactsContacts Nicole ParkmanNicole Parkman

Interim Director, Enterprise ApplicationsInterim Director, Enterprise Applications

The College of New JerseyThe College of New Jersey

E-mail: E-mail: Parkman@tcnj.eduParkman@tcnj.edu

This presentation and all Alliance 2010 presentations are available for download from the Conference Site

Presentations from previous meetings are also availablePresentations from previous meetings are also available