Student Systems 2 : Better Together Oracle Open World September 20, 2005 Session ID: S846

1. “This presentation is for informational purposes only and may not be incorporated into a contract or agreement.”

2. This document is for informational purposes.  It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.  The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle.  This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle.  This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle.   This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.

3. Student Systems2:Better Together Oracle Open World September 20, 2005 Session ID: S846

4. Susan BeidlerStudent Products Strategy Joe LeCluysePrincipal Functional Architect, Student Products Mark ArmstrongStudent Products Development “This presentation is for informational purposes only and may not be incorporated into a contract or agreement.”

5. “The problem for policymakers is how to create a system of higher education that balances the twin demands of excellence and mass access, that makes room for global elite universities while also catering for large numbers of average students, that exploits the opportunities provided by new technology while also recognizing that education requires a human touch.” “The Brains Business” The Economist Sept 8, 2005

6. Topics The Future Oracle Student Systems Today Tomorrow Looking ahead – Strategy Approach Fusion Architecture

7. The Future Solution includes… • Holistic student success approach, including • Constituent Relationship Management • Enrollment Backpack Plus! • Learning Management • Research • Event Management • Career Services • Housing • Smart Cards • Business Intelligence • Operational Dashboards, KPIs • Enrollment Management Dashboard and Framework • Embedded analytics

8. The Future Solution includes… • Support for varied education/learner models • Outcomes based evaluations • Mobile/ubiquitous access • Global framework • Pay to Enroll • Flexible term structure • ‘eEducation’ Infrastructure • Framework for symbiosis of academic/ administrative systems

9. Alumni Development Library System Parking System Housing/Food Service Bookstore Degree Audit Technology Portfolio The Future Solution A product superset eEducation Infrastructure ERP Core Student System Learning Mgmt

10. 3. Evolve to Next Generation a) Built on Oracle Fusion Middleware b) Simplified upgrade Application Suite Path to the FutureA Recommended Approach 1. Protect Current Applications Portfolio a) Maximize value of current Applications b) Take advantage of new support policy 2. Extend Value with Incremental Applications a) Upgrade to current release(s) b) Add new incremental application(s) c) Leverage Oracle Fusion Middleware

11. Topics The Future Oracle Student Systems Today Tomorrow Looking ahead – Strategy Approach Fusion Architecture

12. Architectural Enhancements Componentization Services Framework – The Person Model Integrated Global Capabilities Country-Specific Requirements for Australia, New Zealand and the Netherlands included in Core Release Unicode Compliance Continuous Improvement of Usability and Functionality Navigation, Layout and Design Functionality Improvements Campus Solutions 8.9

13. Success with CS 8.9

14. Customer reaction to 8.9 Upgrade!! 8.0 Upgrade 8.9 Upgrade

15. Oracle Student Systems (IGS) Family Pack M • Complete update of Student Self Service interface, with added functionality in Admissions, Enrollment, and Financial Aid • Key enhancements: • System-wide – Security at Organization and Attribute level • Admissions – Automated Admissions • Student Finance – Tuition Waivers, Fee Calc enhancements, 1098T Reporting • Records – NCAA Tracking • Financial Aid – Automatic Repackaging and Update COA enhancements • Global – UCAS and HESA enhancements

16. Success with OSS

17. Topics The Future Oracle Student Systems Today Tomorrow Looking ahead – Strategy Approach Fusion Architecture

18. Quality Initiatives for Contributor Relations Service Indicator Enhancements 360 degree view for administrators Student Groups Population Selection Person Management Flexible transcript creation options Packaging Initiatives (Fin Aid) Enhance External Organization processing Program/Plan activation enhancements Late Fee Enhancements 3C Enhancements Campus Solutions 9.0 Release Themes Extending Your CS Investment

19. Campus Solutions 9.0 Release Themes • Virtual Campus • Self Service Enhancements (CC, ES, SFS) • Enrollment ‘backpack’ – integrating Advisement functions with enrollment • Payment Plans • Self Service Fees • ‘What-if’ reports with multiple academic plans • Campus Information Excellence • EPM for Campus Solutions (SA and CR data in the warehouse) • Global • European Invoicing • Total Ownership Experience

20. OSS R12 • OSS IGS.M release is the baseline for OSS in R12 • In addition to the key enhancements for IGS.M, additional enhancement for R12 will focus on: • Student Finance enhancements • Incorporation of applicable eBiz technology and features

21. Topics The Roadmap (Future) Oracle Student Systems Today Tomorrow Looking ahead – Strategy Approach Fusion Architecture

22. Product Strategy Overview Forces • Legal/Regulatory • Competitive • Market • Economic • Management Trends Customer-driven product planning Strategic Planning Output Customer Input • Major product release • Point releases • Direct • HE Exec Advisory Council • User Groups (PAGs) • PACs • Individual (GSC) • Indirect • Analysts • Field Sales • Technologies • Partnerships • Investment Capital Enablers

23. Status of Fusion Planning • Successor architecture and strategy in process • Student Administration/OSS/Contributor Relations Successor work to begin in 2006 • New Successor product release targeted for 2008/2009 • Customer communication and collaboration to occur throughout the process

24. Topics The Future Oracle Student Systems Today Tomorrow Looking ahead – Strategy Approach Fusion Architecture

25. Oracle…continuing the journey Oracle eBusiness Suite P r o j e c t F u s i o n Human Resources Oracle Student System (OSS) Support – 2013 Financials 12 8 9 10 11 11i Human Resources Upgrade Student Products & CR Oracle PeopleSoft Enterprise Financials Human Resources 8.3 8.8 8.0 8.9 9.0 Campus Solutions (CS/CR) Support – 2013 Financials/SCM 8.0 8.4 8.8 8.9 9.0

26. Housing (Local) CRM Student CAMPUS PERSON – Bio-Demographic Data Current Basic Architecture HRMS Finance Assets Alumni Meta Data

27. Human Resource Management Contributor Relations Management Financial Management Constituent Data Hub Customer Relationship Management Asset Management Student Management Housing (Local) Service Oriented Architecture Fusion Middleware Fusion Middleware Unified Data Model

28. PeopleSoft Enterprise 9.0PeopleSoft Enterprise One 8.12 Oracle E-Business Suite 12 2005 2006 2007 2008 TODAY Investment ProtectionContinued evolution of existing product lines into a single system based on Fusion technology PeopleSoft Enterprise 8.9PeopleSoft Enterprise One 8.11 Fusion Applications Information AgeApplications Data Hubs Adoption of Information Architecture FusionMiddleware

29. Oracle Fusion Next generation applications, Built on Industry-leading technology Higher Education

30. Fusion as Evolution for Higher Ed • ERP is still relatively new for Higher Education • Many of the lessons learned are still relevant, still impactful • Strong continuity in the Higher Ed community – many of us have been working together for a while • Unique collaboration in Higher Ed – critical for design of standards-based applications • The goals of Fusion are particularly relevant to the Campus ecosystem

31. Development – Re-thinking Student Products • Former mindset • Application Processing • Batch window, performance • Data entry efficiency • Bug fixing • Database integration • Monolithic applications • New Perspective • Business Intelligence, Application Messaging • Parallelism, 24 x 7 access • Usability • Intelligent patching, maintenance as a competitive advantage • Extensible, Interoperable, loosely coupled apps

32. Leveraging the Middle Tier for Higher Ed • Standards-based workflow • The BEPL Manager • Leveraging Campus applications • Performance and management • Caching framework with administrative and diagnostic management tool • Scalability • Legacy and 3rd party product integration • Cost containment • Flexibility to use applications that fit your needs and budget • Web Services – a fully supported, industrial strength platform

33. Our Collective Challenge – Maintain the Balance • Tactical • Protecting your investment • Timely maintenance and Regulatory Compliance • Quality products and support – keep your current costs in check • Strategic • Invest in Collaboration between Oracle and Higher Ed • Engage in “transformational” thinking for current and future applications • Redefine “Student” systems – consider the “eEducation” framework

34. Q & A