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MAIS Student Administration Advisory Group

and Central Office Upgrade Planning Group

SAAG Meeting #33April 4, 2007

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Agenda PeopleSoft Campus Solutions V9

(HRMS & SA) Upgrade V9 Student Center Demo - Overview

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Why Upgrade? Support for V8 SP1 ends August 2008 Michigan skipped release 8.9 Only supported versions provide

regulatory and tax updates Opportunity to maximize cost of

ownership by using more delivered functionality (with and after upgrade)

Provides path to Fusion

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V9 Overview Continues to be web-based Uses the same PeopleTools platform

(8.48) as Financials Provides folder/hierarchy navigation,

favorites and other usability enhancements

Expands the “virtual campus” via the Student and Faculty Centers

V8.9 and V9 functionally rich – many Michigan mods now in base product

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Upgrade Timeline Go Live targeted for June 2008

Date based on prior business cycle discussions, last upgrade “lessons learned”

Little room for slippage because of support issues

Review of “vanilla” application beginning now for fit/gap analysis

Soft and hard freeze dates TBD

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Upgrade Phases Upgrade Manager: Lisa Poulson

Requirements, Fit/Gap (3/07-8/07). Lead: Karen Kuffner

Design (4/07-9/07). Lead: Mark Nelson Development (7/07-3/08). Lead: David

Jamison System Test (12/07-05/08). Lead:

Elaine Nowak

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Upgrade Impact Upgrades necessitate reallocation of

MAIS staff resources, reducing availability for: Production support Consulting Product Strategy Non-mission critical work effort

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Help Needed from Central Offices

Minimize production support requests 4/07-8/08

Requirements review and confirmation 3/07-8/07

Identification of business process changes in office if necessary

3/07-8/07

Design review and confirmation 4/07-9/07

Testing 12/07-5/08

Participation in SAAG and Central Office Upgrade Planning Group for advice on upgrade issues and rollout strategies

4/07-8/08

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New Functionality: X-SA Student Center Faculty Center Population Selection XML Publisher Navigation and organization

usability improvements

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Campus Community Improvements across HRMS and SA

for Personal Data management Flexible Search/Match Setup Population Selection

Ability to assign 3Cs, place/release Service Indicators, Student Groups and more

Assignment by PS Query, flat file load, or Equation Engine

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Campus Community

Communication Generation CC Letter Gen remains the same New Comm Gen offers more

configurability Supports letters and system-generated

e-mail

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Recruiting and Admissions Test Score Load and Suspense

Page redesign Test Score security Prospect Create (from test score

loads) Education Component redesign

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Recruiting and Admissions

Academic Program/Plan/Subplan Deactivation control

Prospect Delete Process redesign Application Delete Process

redesign

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SRCAA Student Center & Faculty Center

provide single entry points with cohesive navigation

Configurability in Student Center, Enrollment, and Class Search

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SRCAA

For faculty: Student photos on rosters Restricted grade values Ability to view final exam

schedules

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SRCAA

For students: My Academic Requirements My Planner Shopping Cart (Backpack

equivalent) Enrollment Validation feature Additional class search options

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SRCAA

Transcripts• Flexible transcripts using XML

Publisher• Transcript production can use

Population Selection• Degree Audit Report revisable

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SRCAA Appointments process redesigned Class Permissions process

redesigned Student Group security and

usability Term History Statistics redesigned

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Student Financial Services Satisfactory Academic Progress Equation Engine for Packaging,

Tuition Calculation, Population Selection, etc.

Late Fees SF Student Center: payment plan

enrollment, epayment, optional fees, invoicing, and more

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Student Financial Services FA Awarding with NSLDS Data ePerkins Loan/MPN Self Service 1098T with eConsent FA External Awards Batch Processing Repackaging ACG/SMART Selection and

Monitoring

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V9 Student Center Demo

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V9 Wrap Up

Questions?