UW Strategic Roadmap for Information Management and ...

UW Strategic Roadmap forInformation Management and Administrative Systems

Action Plan

All Advisers Meeting April 16, 2008

Bill YockAssociate Vice Provost

Office of Information Management

Todd MildonUW Registrar

2

Roadmap Process

• Formed nine task groups: Over 170 participants– Evaluated current state

• What’s working and not working; risks– Researched trends– Defined a vision for the future– Developed action plans

• Roadmap Working Team– Developed overall priorities and sequencing

3

Project Structure

Administrative Systems Task Groups

Roadmap TeamRoadmap

Working Team

FACILITIES/SPACE

TechnicalAdvisory

IM/AS Technology

AdvisorySteering

CommitteeSteering

Committee

Executive Sponsor:Executive SponsorsPhyllis Wise/Ron Johnson

HR/PAYROLL

Project

Team

ProjectManagement

Team

FINANCE/BUDGET/

PROCUREMENT

STUDENTADMIN

RESEARCH ADMIN

ALUMNI/DEVELOPMENT

Information Management Task Groups

DECISION SUPPORT

INTEGRATION/ INFRASTRUCTURE

Governance Task Group

GOVERNANCE

4

Current Status

5

Strategic Roadmap

Stakeholder

SuccessReplace the Base

Enhance & Renew

SystemsRedesign

Processes

Information for Decision Making

6


• Provide information for decision making

• Make data integration easier

• Provide training and tools for users across the UW

Define data (definitions, access); develop infrastructure and tools; provide standards

and training for users


7

Replace the Base

• Provide better information for decision making

• Improve operational efficiency

• Provide more agile and flexible core systems

Replace our aging legacy systems:Finance, HR/Payroll, Student

Replace the Base


8

Redesign Processes

• Design processes to maximize impact of new systems

• Streamline work• Manage change

Replace the Base

Redesign Processes


Redesign business processes in conjunction with

the legacy system replacement efforts

9

Enhance & Renew SystemsInvest in ongoing enhancement and technology

renewal of administrative systems

• Keep up with changing business needs

• Develop missing research functionality

• Upgrade alumni & facilities systems

• Make high-value interim upgrades to legacy systems Replace the Base

Enhance & Renew

SystemsRedesign

Processes


10

Stakeholder Success

• Prioritize projects• Make commitments• Maximize

investments

Stakeholder

Success Replace the Base

Enhance & Renew

SystemsRedesign

Processes


Develop a transparent decision-making process and a mature portfolio management framework; enable

collaborative projects across units

11

Replace the BaseReplace our aging legacy systems

2008-09 2009-10 2010-11 2011-12 2013-142012-13 2014-15 2015-162009-11 Biennium 2011-13 Biennium 2013-15 Biennium

2016-172015-17 Biennium2007-09

Initiation Execution

Execution

Kuali Student Participation

Execution

Financial System Replacement

HR/Payroll System Replacement

Student System Replacement

Planning

Initiation Planning

Initiation Planning

12

Redesign ProcessesMaximize efficiencies


2016-172015-17 Biennium2007-09

Financial, Budget, Procurement

HR/Payroll

Student Administration

Redesign Financial Processes

Redesign Student Processes

Redesign HR/Payroll Processes

13

Enhance and Renew SystemsMake ongoing system improvements

2008-09 2009-10 2010-112009-11 Biennium2007-09

HR/Payroll

Research

Alumni/Development

Facilities/Space

Appointment Data

Salary Analyzer

Research Data Consolidation

Stewardship Data Collection

Space Information System Enhancements

Facilities System Upgrades

Note: Only includes projects planned to start in 2008-09. Projects will be re-assessed and prioritized annually.

14

Stakeholder SuccessMake strategic choices

to maximize our investments


2016-172015-17 Biennium2007-09

Start UpRevamp I-MAC Proposal Process

Portfolio Management & PMO

Ongoing Program Support

Start Up Ongoing Program Support

Start Up Ongoing Program SupportEnable Collaborative Projects

15

Information for Decision MakingAccess to information anytime, anywhere


2016-172015-17 Biennium2007-09

Data Definitions Ongoing Program Support







Data Warehouse

Reporting & Tools

Workflow, Portal, Registry, Alerts

Security Tools

Document Management

Standards, Guidelines & Training

Data Management

Infrastructure & Tools

Standards & Training

16

What Others Are DoingApproach Example Organizations $

Vendor SolutionBanner Illinois (finance, HR, student) $180m

Oracle

Michigan (finance, HR, student)Minnesota (finance, HR, student)Indiana (HR, student)

$100m-$125m$125m-$150m

$100mSAP MIT (finance, payroll) $200m

Consortium

KualiIndiana, UC schools, Cornell, U of Arizona (finance)UC Berkeley (student)

Not available

$10m-$15mHomegrownLegacy mainframe UCLA, UCSD Not available

17

Information For Decision Making

Demo

Top 5 Deans’ and Chancellors’ Questions

“Student Headcount Reports”

https://kirk.admin.washington.edu/reports/Pages/Folder.aspx

https://kirk.admin.washington.edu/reports/Pages/Folder.aspx

18

Thank You!

Questions?

UW Strategic Roadmap for Information Management and ...

Documents

Transcript of UW Strategic Roadmap for Information Management and ...