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INTRODUCTIONS
Floyd Teter
Senior Project Director
Io Consulting
floyd.teter@io-consulting.com
@fteter
Ted Simpson
Executive Director, Strategy
Io Consulting
ted.simpson@io-consulting.com
@badgerworks
AGENDA
Strategy first . . .
• Your strategy
• Managing change
• Moving forward
. . . solutions second
• Alliance 2014 announcements and information
Putting it all together
Start right now
‘STRATEGY FIRST, SOLUTION SECOND’
Common drivers we see in higher education industry:
• Improvements – access to education, student
experience, student success, etc.
• Efficiencies – across the enterprise (IT), in
business processes, etc.
• Reductions – in cost mostly, but also in
complexity, in number of systems, etc.
• Information – data driven decision making.
All require change, anathema to higher education.
MAPPING OUT YOUR CAMPUS STRATEGY
• Your drivers
• Your differentiators
• Your applications
• Map investment to differentiators
• Look for efficiencies in ‘commodity’ functions
• It won’t be the same for every campus
• Make the plan relative
MANAGING CHANGE
Our approach to change management:
• Geared specifically to help manage organizational change and
customized to each campus.
• Designed as a holistic, integrated approach to change as it is woven
into every aspect of our overall implementation methodology.
• Powered by seasoned change agents who are solely higher
education focused and expert in technology change management.
• Designed to engage and transition key stakeholders at all levels in
the change process.
4 THINGS YOU CAN DO NOW
1. Prepare a roadmap for moving forward
2. Inventory your enterprise assets
3. Reconsider your customizations
4. Move to the latest applications release
3 CHALLENGES
Organizational Change Management
• User acceptance, training, & communication
Data “cleanliness”
• Accuracy & integrity
Customizations
• Difficult to transition
• Expensive to maintain
NOW ON TO ‘SOLUTIONS’ . . .
STUDENT INFORMATION SYSTEMS
Campus Solutions 9.2
STUDENT INFORMATION SYSTEMS
Student Cloud
HIGHER EDUCATION CLOUD
Oracle
Student Cloud
CLOUD FOR HIGHER EDUCATION - ROADMAP
Cloud SIS R2
Basic, traditional
programs
Cloud SIS R3
Comprehensive
capabilities
Cloud SIS Release 1
(TBD)
Non-traditional programs;
Continuing Ed
D E V E L O P M E N T
Cloud Financials
Commitment
Accounting
Grants – Pre Award
Cloud HCM
Multi-Job
Collective
Bargaining
Cloud Financials
Commitment
Accounting
Grants – Post Award
You Are
Here!
HUMAN CAPITAL & FINANCIAL MANAGEMENT SYSTEMS
• PeopleSoft – 9.2 released at Alliance 2013
• EBS – 12.2.3 released in 9/13
• Lifecycle – (e.g. online patching) – or move to cloud
• UI innovation, (e.g. Endeca extensions)
• Latest release = latest functionality, productivity gains
• Cloud Application Services (a.k.a. Fusion)
USER EXPERIENCE
• “Usability is about people and how they
understand and use things, not about
technology.”
• It’s about how you work, not how you click
• What do I need to do
• How do I need to do it
• Make it easy – simple is the new cool
SIMPLIFIED UI
BUSINESS INTELLIGENCE
TOOLS & TECHNOLOGY
PeopleTools 8.56
Comprehensive capabilities
P E O P L E T O O L S E V E R Y 1 2 – 1 8 M O N T H S
PeopleTools 8.55PeopleTools 8.54
• FLuiD UI
• Reponsive UI for Mobile
• XML Outpout from SQR
You Are Here!
The Cloud – Enhance Rather Than Replace
GENERALLY SPEAKING
Oracle common themes
1. Create modern, intuitive, and
simple to use applications
2. Make power/administrative
users more productive
3. Allow customers to stay current
at a lower cost
4. Surface information, just in
time
Higher education drivers
1. Improvements in student
experience
2. Efficiencies through
productivity
3. Reductions in cost and
complexity
4. Information for data driven
decision making
PUTTING IT ALL TOGETHER, ‘WHAT’S THE PLAN?’
• Education
• Strategy
• Planning
• Implementation, upgrade, migration
• Integration
• Change management
• Knowledge transfer
Strategy first . . .
. . . solution second.
MANAGING CHOICE
MANAGING CHANGE
START NOW
Strategy Assessment
• Is the cloud right for you? Where do you start?
Readiness Assessment
• Are you ready? What will it take to get there?
Architectural Planning
• How do you architect, design, and deploy your cloud or hybrid
solution?
• Which processes, best practices, and technology should you use?
START NOW
Implementation & Integration
• How do you build and configure your solution?
• How do you integrate everything and bring it all together?
Migration & Conversion
• How do you get applications and data on your cloud?
• How do you manage the risks of migration?
Knowledge Transfer
• What do you need to know to be self-sustaining?
THANK YOU
Floyd Teter
Senior Project Director
Io Consulting
floyd.teter@io-consulting.com
@fteter
Ted Simpson
Executive Director, Strategy
Io Consulting
ted.simpson@io-consulting.com
@badgerworks
Creating an oracle applications strategy for your campus

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Creating an oracle applications strategy for your campus

  • 1.
  • 2. INTRODUCTIONS Floyd Teter Senior Project Director Io Consulting floyd.teter@io-consulting.com @fteter Ted Simpson Executive Director, Strategy Io Consulting ted.simpson@io-consulting.com @badgerworks
  • 3. AGENDA Strategy first . . . • Your strategy • Managing change • Moving forward . . . solutions second • Alliance 2014 announcements and information Putting it all together Start right now
  • 4. ‘STRATEGY FIRST, SOLUTION SECOND’ Common drivers we see in higher education industry: • Improvements – access to education, student experience, student success, etc. • Efficiencies – across the enterprise (IT), in business processes, etc. • Reductions – in cost mostly, but also in complexity, in number of systems, etc. • Information – data driven decision making. All require change, anathema to higher education.
  • 5. MAPPING OUT YOUR CAMPUS STRATEGY • Your drivers • Your differentiators • Your applications • Map investment to differentiators • Look for efficiencies in ‘commodity’ functions • It won’t be the same for every campus • Make the plan relative
  • 6. MANAGING CHANGE Our approach to change management: • Geared specifically to help manage organizational change and customized to each campus. • Designed as a holistic, integrated approach to change as it is woven into every aspect of our overall implementation methodology. • Powered by seasoned change agents who are solely higher education focused and expert in technology change management. • Designed to engage and transition key stakeholders at all levels in the change process.
  • 7. 4 THINGS YOU CAN DO NOW 1. Prepare a roadmap for moving forward 2. Inventory your enterprise assets 3. Reconsider your customizations 4. Move to the latest applications release
  • 8. 3 CHALLENGES Organizational Change Management • User acceptance, training, & communication Data “cleanliness” • Accuracy & integrity Customizations • Difficult to transition • Expensive to maintain
  • 9. NOW ON TO ‘SOLUTIONS’ . . .
  • 13. CLOUD FOR HIGHER EDUCATION - ROADMAP Cloud SIS R2 Basic, traditional programs Cloud SIS R3 Comprehensive capabilities Cloud SIS Release 1 (TBD) Non-traditional programs; Continuing Ed D E V E L O P M E N T Cloud Financials Commitment Accounting Grants – Pre Award Cloud HCM Multi-Job Collective Bargaining Cloud Financials Commitment Accounting Grants – Post Award You Are Here!
  • 14. HUMAN CAPITAL & FINANCIAL MANAGEMENT SYSTEMS • PeopleSoft – 9.2 released at Alliance 2013 • EBS – 12.2.3 released in 9/13 • Lifecycle – (e.g. online patching) – or move to cloud • UI innovation, (e.g. Endeca extensions) • Latest release = latest functionality, productivity gains • Cloud Application Services (a.k.a. Fusion)
  • 15. USER EXPERIENCE • “Usability is about people and how they understand and use things, not about technology.” • It’s about how you work, not how you click • What do I need to do • How do I need to do it • Make it easy – simple is the new cool
  • 18. TOOLS & TECHNOLOGY PeopleTools 8.56 Comprehensive capabilities P E O P L E T O O L S E V E R Y 1 2 – 1 8 M O N T H S PeopleTools 8.55PeopleTools 8.54 • FLuiD UI • Reponsive UI for Mobile • XML Outpout from SQR You Are Here! The Cloud – Enhance Rather Than Replace
  • 19. GENERALLY SPEAKING Oracle common themes 1. Create modern, intuitive, and simple to use applications 2. Make power/administrative users more productive 3. Allow customers to stay current at a lower cost 4. Surface information, just in time Higher education drivers 1. Improvements in student experience 2. Efficiencies through productivity 3. Reductions in cost and complexity 4. Information for data driven decision making
  • 20. PUTTING IT ALL TOGETHER, ‘WHAT’S THE PLAN?’ • Education • Strategy • Planning • Implementation, upgrade, migration • Integration • Change management • Knowledge transfer Strategy first . . . . . . solution second.
  • 23. START NOW Strategy Assessment • Is the cloud right for you? Where do you start? Readiness Assessment • Are you ready? What will it take to get there? Architectural Planning • How do you architect, design, and deploy your cloud or hybrid solution? • Which processes, best practices, and technology should you use?
  • 24. START NOW Implementation & Integration • How do you build and configure your solution? • How do you integrate everything and bring it all together? Migration & Conversion • How do you get applications and data on your cloud? • How do you manage the risks of migration? Knowledge Transfer • What do you need to know to be self-sustaining?
  • 25. THANK YOU Floyd Teter Senior Project Director Io Consulting floyd.teter@io-consulting.com @fteter Ted Simpson Executive Director, Strategy Io Consulting ted.simpson@io-consulting.com @badgerworks