ITIAG January 8, 2009. Mission Statement The mission of the SIS Replacement Project (MetamorphoSIS)...
-
Upload
jeremy-cole -
Category
Documents
-
view
214 -
download
0
Transcript of ITIAG January 8, 2009. Mission Statement The mission of the SIS Replacement Project (MetamorphoSIS)...
ITIAGITIAG
January 8, 2009January 8, 2009
Mission StatementMission Statement
The mission of the SIS Replacement Project The mission of the SIS Replacement Project (MetamorphoSIS) is to successfully replace CU’s current (MetamorphoSIS) is to successfully replace CU’s current student information system, and its components, within student information system, and its components, within budget and on schedule, taking advantage of new features budget and on schedule, taking advantage of new features and technology to improve services to students, faculty, and technology to improve services to students, faculty, staff, and others. To achieve this mission, the Project must staff, and others. To achieve this mission, the Project must develop the knowledge and skills that staff will need to develop the knowledge and skills that staff will need to implement the system and to support it in the future. implement the system and to support it in the future.
ObjectivesObjectives
Implement a system that gives CU a single system of Implement a system that gives CU a single system of record for all students with the flexibility to accommodate record for all students with the flexibility to accommodate distinct processes of campus offices to support different distinct processes of campus offices to support different student populations and campus policies. Such a student populations and campus policies. Such a system will support the needs of undergraduate and system will support the needs of undergraduate and graduate programs, professional schools, continuing graduate programs, professional schools, continuing education, and extended study programs.education, and extended study programs.
ObjectivesObjectives
Minimize customizations to the system as much as possible. Minimize customizations to the system as much as possible. Consider modifications to the new student system only when they Consider modifications to the new student system only when they are required for compliance reasons or to support core functionality, are required for compliance reasons or to support core functionality, or if it can be proven that the work cannot be accomplished by or if it can be proven that the work cannot be accomplished by adjusting business practices, and that any modification significantly adjusting business practices, and that any modification significantly enhances the delivery of services to system stakeholders. Consider enhances the delivery of services to system stakeholders. Consider revising business processes and adopting best practices where revising business processes and adopting best practices where appropriate. Take advantage of new features, technology, and appropriate. Take advantage of new features, technology, and opportunities in the system to improve service and enable more opportunities in the system to improve service and enable more efficient operations. Enhance self-service functions for students and efficient operations. Enhance self-service functions for students and faculty while maintaining comparable levels of service found in the faculty while maintaining comparable levels of service found in the existing system.existing system.
ObjectivesObjectives
Improve inter-operability between SIS and satellite Improve inter-operability between SIS and satellite systems, in particular, more real-time inter-operability systems, in particular, more real-time inter-operability using industry standards.using industry standards.
ObjectivesObjectives
Provide University administrators with comprehensive Provide University administrators with comprehensive data for planning and analysis, using both easy-to-use data for planning and analysis, using both easy-to-use reporting tools and more sophisticated tools for analysis. reporting tools and more sophisticated tools for analysis. Improve data quality and timeliness when and where Improve data quality and timeliness when and where possible. possible.
ObjectivesObjectives
Develop the IT infrastructure for high availability and Develop the IT infrastructure for high availability and reliability, driving toward 24/7 availability, 365 days per reliability, driving toward 24/7 availability, 365 days per year. Establish a cost-effective disaster recovery and year. Establish a cost-effective disaster recovery and business continuity program including processes, business continuity program including processes, systems, and an off-site recovery facility.systems, and an off-site recovery facility.
Major ComponentsMajor Components
Campus SolutionsCampus Solutions including Admissions, Student Records and including Admissions, Student Records and Registration, Financial Aid, Student Financials (billing and Registration, Financial Aid, Student Financials (billing and collections), self-service for students and faculty.collections), self-service for students and faculty.
Customer Relationship Management (CRM) for student recruitingCustomer Relationship Management (CRM) for student recruiting Degree AuditDegree Audit Document ManagementDocument Management Data ConversionData Conversion Data Warehouse, reporting, and analysisData Warehouse, reporting, and analysis Master Data Management for ID management and data qualityMaster Data Management for ID management and data quality New portal for faculty, staff, and studentsNew portal for faculty, staff, and students Classroom schedulingClassroom scheduling Web-based training and on-line help systemWeb-based training and on-line help system Software systems to support improved integration of systems Software systems to support improved integration of systems
and automated workflowand automated workflow
Go-Live Target Term and DatesGo-Live Target Term and Dates
Customer Relationship Management Pilot (September 2008). Customer Relationship Management Pilot (September 2008). Now “live” for CU Denver undergraduate programs and School of Now “live” for CU Denver undergraduate programs and School of Nursing Nursing
Degree Audit, Fall 2008 on a phased roll-out, all campusesDegree Audit, Fall 2008 on a phased roll-out, all campuses Admissions and full deployment of CRM to all campuses, Admissions and full deployment of CRM to all campuses,
Summer 2009Summer 2009 Financial Aid, January 2010Financial Aid, January 2010 Registration for Fall, April 2010Registration for Fall, April 2010 Tuition Calculation and Billing, Summer 2010Tuition Calculation and Billing, Summer 2010 Full “go-live,” Fall 2010Full “go-live,” Fall 2010
Project Go-Live DatesProject Go-Live Dates
Project OrganizationProject Organization
SIS Executive Steering CommitteeSIS Executive Steering Committee• Vice Chancellors and Associate Vice Chancellors for Academic Vice Chancellors and Associate Vice Chancellors for Academic
Affairs, Administration and Student ServicesAffairs, Administration and Student Services• Vice Presidents for Administration, Budget and Finance, and Vice Presidents for Administration, Budget and Finance, and
Academic AffairsAcademic Affairs• Chair, Faculty CouncilChair, Faculty Council• Chair, Staff CouncilChair, Staff Council• Project management teamProject management team
SIS Project Advisory CommitteeSIS Project Advisory Committee• Student service directors, all campusesStudent service directors, all campuses• Associate DeansAssociate Deans• Institutional ResearchInstitutional Research• Faculty Council representativeFaculty Council representative
Project OrganizationProject Organization
Campus Review Teams (at each campus)Campus Review Teams (at each campus)• Student servicesStudent services• Faculty Assembly representativesFaculty Assembly representatives• Associate DeansAssociate Deans• TechnologyTechnology• Institutional ResearchInstitutional Research
Campus LiaisonsCampus Liaisons• UCB – Barb ToddUCB – Barb Todd• UCCS – Steve EllisUCCS – Steve Ellis• UCD – Kaye Orten, Teri Burleson, Ingrid EschholzUCD – Kaye Orten, Teri Burleson, Ingrid Eschholz
Project OrganizationProject Organization
Special Interest GroupsSpecial Interest Groups Academic AdministratorsAcademic Administrators Data WarehouseData Warehouse System ArchitectureSystem Architecture
Project Teams Project Teams (project managers, student service experts, IT experts)(project managers, student service experts, IT experts) Admissions/CRMAdmissions/CRM Financial AidFinancial Aid Student FinanceStudent Finance Student RecordsStudent Records Degree AuditDegree Audit Application ProgrammingApplication Programming Document ManagementDocument Management PortalsPortals Data Warehouse/ReportingData Warehouse/Reporting IT InfrastructureIT Infrastructure
Consulting PartnerConsulting Partner Oracle/CiberOracle/Ciber
Technology ComponentsTechnology Components
SOA SuiteSOA Suite Workflow capabilityWorkflow capability ReportingReporting Master Data ManagementMaster Data Management
SOA SuiteSOA Suite
Product Name for Oracle Fusion Middleware suite.Product Name for Oracle Fusion Middleware suite. Includes the technology that enables BPEL processing, Includes the technology that enables BPEL processing,
policy based security management of web services, policy based security management of web services, message transformation and routing, etc.message transformation and routing, etc.
Foundational technology, controlled scope for the Foundational technology, controlled scope for the implementationimplementation
Five integration PatternsFive integration Patterns
WorkflowWorkflow
Native, application-based workflowNative, application-based workflow Enterprise, BPEL-based workflowEnterprise, BPEL-based workflow Flex as a front endFlex as a front end
ReportingReporting
Source: Transactional System vs. the new CIWSource: Transactional System vs. the new CIW Tool: PS Query (with or without XMLP) vs. CognosTool: PS Query (with or without XMLP) vs. Cognos
Determining factors: Data availability, timeliness of data, Determining factors: Data availability, timeliness of data, complexity of reportingcomplexity of reporting
De-Dup Constituent Data for Campus Solutions ImplementationDe-Dup Constituent Data for Campus Solutions Implementation
Synchronize Constituent InformationSynchronize Constituent Information HCM 8.9HCM 8.9 Campus Solutions 9.0Campus Solutions 9.0 CRM 9.0CRM 9.0
Publish Constituent InformationPublish Constituent Information Campus DirectoriesCampus Directories Identity (user) Provisioning Identity (user) Provisioning Numerous administrative & academic systemsNumerous administrative & academic systems
Retire Expensive Custom SolutionsRetire Expensive Custom Solutions Complex pseudo hubs Complex pseudo hubs
• Redundant business logic (affiliations!)Redundant business logic (affiliations!)• Limited integration capabilities (nightly!)Limited integration capabilities (nightly!)• Expensive to maintain & leverage Expensive to maintain & leverage
Various “exception” constituent provisioning systemsVarious “exception” constituent provisioning systems
Goals for MDMGoals for MDM
SIS
HR
Registry Process
Registry DB
CU People
Portal
Plus
affiliation file
applied math
athletics
bookstore
business
email-for-life
envd
facman
fees. insurance
flag
fis/frpa
hornbill
housing affiliation
housing-comp fee
housing-rtd
iso#
law library
law snapshot
norlin library
photos
rec center
school of ed
TAC->WebCT
wardenburg
wardenburg mmr
webcom
webct
writing & rhetoric
Computer Science (Majors)
Computer Science
(Students)
account validation/
email-for-life
WebComm
PLUS usage statistics`
Telecom & E-Memo
UCD LDIF
HSC LDIF
Anonymous Query
Web Comm
Leeds
Anonymous Query(Mail
Servers)
CULink
Mail Routing
Goldhammer Feed
AD
ITS LDIF
UIS
CS
AuthN
GradesInsurance Selection
Voter Affiliation
Skillsoft CBT
IMS Feed
Judicial Affairs
Secure Lookup
DSLAdmin
Chinook Networking
Security
FLWeb Lookup
White Pages
Registrar
Radius
Altec
Housing
UMS Portal
Lib Pwr
SFSUser
AV Download
UUID Lookup
Mac Labs
Leeds Lab
CS Mac Labs
ITLL Lab
Off Camp Student
Svcs
ParkingLaw
Leeds
Continuing ED
Housing
LDAP 389
LDAP 390
LDAP 393Cuaccess
LDAP 391
Pin ChangeAce Address
(Both Real Time)
Housing
Uniquid
User Management and Provisioning
(IdM)
Black Box
Before…Before…
Lots of awkward, point to point, batch oriented (daily at best!)Flat-File based integration
Before…Before…
Campus Solutions CRM HCM
UCM
LDAP 391
LDAP 389
AIA Foundation
Integration Layer
ConstituentHub
LDAP 390
LDAP 393Cuaccess
Registrar
Off Camp Student
SvcsParking
LawLeeds
Continuing ED
Housing
Anonymous Query(MailServers)
Mail Routing
CULink
Anonymous Query
Web CommLeeds
UIS
CS
AuthNJudicial Affairs
Secure Lookup
DSLAdmin
Chinook
Networking
Security
FLWeb Lookup
White Pages
Radius
Altec
HousingUMS Portal
Lib Pwr
SFSUser
AV Download
UUID Lookup
Mac Labs Leeds Lab
CS Mac Labs ITLL Lab
Housing Portal
WebComm
Computer Science (Majors)
Computer Science
(Students)
account validation/
email-for-life
PLUS usage statistics`
Telecom & E-Memo
applied math
rec center
school of ed
wardenburgwardenburg mmr
writing & rhetoric
Voter Affiliation
Skillsoft CBT
IMS Feed
affiliation file
athletics
bookstore
business
email-for-life
envd
facman
fees. Insrnc.
flag
fis/frpa hornbill
housing affiliation
housing-comp fee
housing-rtd
law library
law snapshot
norlin library
TAC->WebCT
webcom
webct
UCD LDIF HSC LDIFITS LDIF
Black Box
Conceptual “n” State Architecture
User Management and Provisioning (IdM)
After…After…
Pre-ConversionPre-Conversion
LegacyLegacy
Boulder SIS
Cleansing/Matching Server(s)
Data Quality Engine
PSFT CSPSFT CS
New SIS
LegacyLegacy
Colorado Springs SIS
LegacyLegacy
Denver SIS
PSFTPSFTHCMHCM
PSFTPSFTCSCS
SCMSCMOSSOSS
PSFTPSFTCRMCRM
Employee ID:444444
Student ID:333333
UIDUID AppApp IDID
1ASCLSCC1ASCLSCC PSFT CRMPSFT CRM 111111111111
1ASCLSCC1ASCLSCC PSFT HCMPSFT HCM 222222222222
1ASCLSCC1ASCLSCC PSFT CSPSFT CS 333333333333
Universal ID:1ASCLSCC
Applicant ID:111111
Stores all Student identifiers for the operational applications connected to UCM
Provides critical mappings used for data synchronization, reporting, and analytics
Supports 1-to-many cases in which multiple Student records exist in an application that map to one master Student record
Cross ReferencingCross Referencing
Informatica’s Matching Engine
High Volume, High Precision real time matching
OTB Integrated with Campus Solution’s Search/Match
Fuzzy searches (Mike = Michael…)
Search/MatchSearch/Match
PSFTPSFTCSCSPSFTPSFT
CRMCRMPSFTPSFTHCMHCM
New-HireApplicationProspect Load
Search/Match
UCMDo we already know you???
• Survivorship Rules:
– Preserves master data
– Are highly configurable
• Determines:
– Update privileges
– Contention resolution
• Granular Rules:
– Object based rules
– Source confidence rules
– Temporal rules
– Attribute groups
– Attribute group fields
Survivorship RulesSurvivorship Rules
Questions?