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Program Link. Working Together to Connect Wake Forest September 15, 2003. How we got here…. Obsolescence of existing software & hardware Strategy sessions, September 2002 Integrated Campus Software Solutions (“ICSS”) Analysis project, November 2002-May 2003. How we got here….

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  1. Program Link Working Together to Connect Wake Forest September 15, 2003

  2. How we got here…. • Obsolescence of existing software & hardware • Strategy sessions, September 2002 • Integrated Campus Software Solutions (“ICSS”) Analysis project, November 2002-May 2003

  3. How we got here…. • ICSS Analysis project details • Methodology: • Cross-functional team • Detailed vendor analysis: most extensive in SCT’s history • Business requirements gathering • Demonstrations, site visits, company research • Assumptions • Status quo not viable: doing nothing not an option • Fiscal responsibility: Most cost-effective solution for the University. • Scope • Requirements gathering from 77 departments • 864 prioritized requirements

  4. How we got here…. • ICSS Analysis Project Findings • SCT Strengths • Met between 71% & 87% of requirements without any changes: exceptional • 98% customer retention • Focused on higher education • Significant Limitations • Reporting • Housing • Cashiering

  5. Approval Process • Banner unanimously selected by project review team. • Funding: Centrally funded through IS operational & capital budgets and University capital investment • Final approval by Chair and Vice Chair of the University Board of Trustees.

  6. About Program Link • The name • “Program”: Inter-related projects with on-going purpose • “Link”: Working together to connect people & processes

  7. About Program Link • Scope • Banner, but much more • Reporting • Facilities Management • Online housing • Cashiering • Document imaging & workflow • Intranet • Hardware replacement • Broad impact: everyone will notice

  8. About Program Link: Leadership • Steering Committee • Purpose • Members • Program Leadership Team

  9. Steering Committee • Maureen Carpenter, Controller • Nancy Crouch, Assistant CIO, Information Systems • Jay Dominick, Assistant Vice President & Chief Information Officer, Information Systems • Paul Escott, Dean of the College • Anne Gibbs, Assistant Dean, School of Law • Sam Gladding, Associate Provost • Harold Holmes, Dean of Student Services • Gordon McCray, Associate Dean, Calloway School • Ralph Pedersen, Director of Human Resources • Tim Snyder, Director, Advancement Technologies • Bill Sides, Director of Facilities Management • Charlene Watkins, University Compliance • Kim Westmoreland, Assistant Dean, Babcock School Back

  10. Program Link Leadership Team Next

  11. Where we’re going …. • Better access to information • More consistent data • More timely information • More online services • Better service delivery through better information

  12. High-Level Timeline • September-December 2003: Project planning & scheduling • October 2003-January 2004: Projects begin • Summer 2004: Admissions go live • January-June 2005: Multiple go live dates • Fall 2005-Spring 2006: Extended features • Every 18-24 months: upgrades

  13. SCT’s Proposed Timeline Multi-module timeline 7/03 10/03 1/04 4/04 7/04 10/04 1/05 4/05 7/05 10/05 1/06 4/06 7/06 10/06 1/07 Fiscal Year/Academic Year • Project Start/End • Project Plan/Schedule • Tech Assessment • Intranet • Process Re-engineering • Tech Training • Banner Environment Setup • Data Plan/Map/Convert • Finance System • Human Resource • Student - Admission • Student – Registration/AR • Financial Aid • Advancement • Extender • Datamart • E~Print, evisions Kick-off Turn off HP 3000 Single task/module Multi- module or multi-milestone

  14. How we will get there? • Methodology: • Standard methodologies for program management • Under general direction of Steering Committee • Cost effective solutions for the University • Collective effort: Everyone plays a role • Project teams • Operational support • Users learning new system • Flexibility

  15. What’s In It For You? • Challenges of supporting existing services while implementing Link • Evolving job responsibilities • Better access to accurate data • Increased online services to students, faculty, staff, and alumni • Learning new things, new ways • Training as needed • Information

  16. Where to learn more • Link website: http://www.wfu.edu/link • Questions? Send to link@wfu.edu • Project managers, project team members, and steering committee members • Electronic updates • Information sessions • Q & A today with Project Managers – 3rd floor lobby

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