July 16, 2008

1. July 16, 2008

2. Mission Statement • The mission of the SIS Replacement Project (MetamorphoSIS) is to successfully replace CU’s current student information system, and its components, within budget and on schedule, taking advantage of new features and technology to improve services to students, faculty, staff, and others.  To achieve this mission, the Project must develop the knowledge and skills that staff will need to implement the system and to support it in the future.

3. Objectives • Implement a system that gives CU a single system of record for all students with the flexibility to accommodate distinct processes of campus offices to support different student populations and campus policies. Such a system will support the needs of undergraduate and graduate programs, professional schools, continuing education, and extended study programs.

4. Objectives • Minimize customizations to the system as much as possible. Consider modifications to the new student system only when they are required for compliance reasons or to support core functionality, or if it can be proven that the work cannot be accomplished by adjusting business practices, and that any modification significantly enhances the delivery of services to system stakeholders. Consider revising business processes and adopting best practices where appropriate. Take advantage of new features, technology, and opportunities in the system to improve service and enable more efficient operations. Enhance self-service functions for students and faculty while maintaining comparable levels of service found in the existing system.

5. Objectives • Improve inter-operability between SIS and satellite systems, in particular, more real-time inter-operability using industry standards.

6. Objectives • Provide University administrators with comprehensive data for planning and analysis, using both easy-to-use reporting tools and more sophisticated tools for analysis. Improve data quality and timeliness when and where possible.

7. Objectives • Develop the IT infrastructure for high availability and reliability, driving toward 24/7 availability, 365 days per year. Establish a cost-effective disaster recovery and business continuity program including processes, systems, and an off-site recovery facility.

8. Objectives • Develop robust documentation of business processes using a model and tools that allow for on-going updates to keep documentation current.

9. Objectives • Develop a robust training program that provides training at the right time for a given audience. Provide different types of training to suit different audiences and needs (web-based training, face-to-face training, just-in-time training labs). Find the appropriate balance of resources of campus experts and other experts to provide training. Develop training materials that can be sustained after the initial go-live period.

10. Objectives • Ensure that any significant changes to workload or shifts in workload are properly planned, budgeted, and staffed for success. Ensure that any functions that require increased training or effort from departmental staff are appropriately identified and supported.

11. Objectives • Implement the system using well-defined, proven methodologies and processes. Implement the necessary tools and support processes for thorough and effective testing and data quality. Make sure that key stakeholders at all levels and places at the University are appropriately engaged and informed about the Project.

12. Objectives • Establish processes and structures to enable cost-effective support after the Project end date. Bring forward best practices from the Project implementation into the on-going support and upgrade cycle.

13. Major Components • Campus Solutions including Admissions, Student Records and Registration, Financial Aid, Student Financials (billing and collections), self-service for students and faculty. • Customer Relationship Management (CRM) for student recruiting • Degree Audit • Document Management • Data Conversion • Data Warehouse, reporting, and analysis • Master Data Management for ID management and data quality • New portal for faculty, staff, and students • Classroom scheduling • Web-based training and on-line help system • Software systems to support improved integration of systems and automated workflow

14. Go-Live Target Term and Dates • Customer Relationship Management Pilot (September 2008). Now “live” for CU Denver undergraduate programs and School of Nursing • Degree Audit, Fall 2008 on a phased roll-out, all campuses • Admissions and full deployment of CRM to all campuses, Summer 2009 • Financial Aid, January 2010 • Registration for Fall, April 2010 • Tuition Calculation and Billing, Summer 2010 • Full “go-live,” Fall 2010

15. Project Organization • SIS Executive Steering Committee • Vice Chancellors and Associate Vice Chancellors for Academic Affairs, Administration and Student Services • Vice Presidents for Administration, Budget and Finance, and Academic Affairs • Chair, Faculty Council • Chair, Staff Council • Project management team • SIS Project Advisory Committee • Student service directors, all campuses • Associate Deans • Institutional Research • Faculty Council representative

16. Project Organization • Campus Review Teams (at each campus) • Student services • Faculty Assembly representatives • Associate Deans • Technology • Institutional Research • Campus Liaisons • UCB – Barb Todd • UCCS – Steve Ellis • UCD – Kaye Orten, Teri Burleson, Ingrid Eschholz

17. Project Organization • Special Interest Groups • Academic Administrators • Data Warehouse • System Architecture • Project Teams (project managers, student service experts, IT experts) • Admissions/CRM • Financial Aid • Student Finance • Student Records • Degree Audit • Application Programming • Document Management • Portals • Data Warehouse/Reporting • IT Infrastructure • Consulting Partner • Oracle/Ciber

18. Questions?