CedarCrestone Meeting Agenda Template - DOC

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					                  Student Administration Transformation
                  September – December, 2009



COMMUNICATION MESSAGE
 SUBJECT: PEOPLESOFT CAMPUS SOLUTIONS V9.0 DEMONSTRATION SCHEDULE
 Please join us for the next step in the Business Process Discovery phase of the Student
 Administration Transformation Program. We will be conducting demonstrations of PeopleSoft
 Campus Solutions version 9.0 during the week of November 16 – 19, 2009 according to the
 schedule below. These demonstrations will highlight features that will address some of the
 business process issues that you have identified and present new features that will help you
 envision better ways in which your business processes could be conducted.


   Day        Time      Topic           Business Processes                                                      Room
 Mon
 16-Nov    1:00:-4:00   Self-service    Student self-service                                                   Mitby

 Tue       9:00-12:00   Admissions/     Create & Manage Curriculum-Course & Program/Certificates, Wait         Mitby
 17-Nov                 Recruitment     list-Programs, Recruitment, Admissions-certificates, Student Group
                                        usage and control, Creating Prospects, Last Prospect Date and Last
                                        Admit Term Fields, Education Tracking, Prospect and Application
                                        Deletion.
           1:00-3:00    Student         Create & Manage Curriculum-class, Wait List-class, Registration,       Mitby
                        Records         Room Scheduling, Flexibility for late admitted students, Enhanced
                                        setup/functionality for transcripts, Transcript Batch Processing,
                                        Transcript Purge, Transcript Request Inquiry, Class permissions,
                                        Transfer credit grade recording, Grading Scheme Table, Service
                                        Impacts (Better control of student drops)
           3:15-4:30    Academic        Degree Progress, Early Intervention, Transfer Credit Evaluation &      148D
                        Advising        Articulation, Advisee Information in Faculty Center, Degree Progress
                                        Report redesigned

  Wed      9:00-12:00   Self-service    Student self-service                                                   Mitby
  18-Nov
           9:00-12:00   Academic        Degree Progress, Early Intervention, Transfer Credit Evaluation &      220C
                        Advising        Articulation, Advisee Information in Faculty Center, Degree Progress
                                        Report redesigned
           1:00-3:00    Admissions/     Create & Manage Curriculum-Course & Program/Certificates, Wait         Mitby
                        Recruitment     list-Programs, Recruitment, Admissions-certificates, Student Group
                                        usage and control, Creating Prospects, Last Prospect Date and Last
                                        Admit Term Fields, Education Tracking, Prospect and Application
                                        Deletion.
           1:00-2:30    Student         Self-service (1098T, Misc Fees, Payment Plans), Equation Engine,       142B
                        Financials      Tuition Calculation, Billing, Population Selection, Self-service for
                                        Financials
           2:30-4:00    Financial Aid   Self-service: Award Acceptance, Loan Direct Lending; Financial Aid     142B
                                        in 9.0

  Thurs    9:00-12:00   Student         Create & Manage Curriculum-class, Wait List-class, Registration,       Mitby
  19-Nov                Records         Room Scheduling, Flexibility for late admitted students, Enhanced
                                        setup/functionality for transcripts, Transcript Batch Processing,
                                        Transcript Purge, Transcript Request Inquiry, Class permissions,
                                        Transfer credit grade recording, Grading Scheme Table, Service
                                        Impacts (Better control of student drops)




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                  Student Administration Transformation
                  September – December, 2009



   Day         Time      Topic           Business Processes                                                      Room
           8:30-10:00    Student         Self-service (1098T, Misc Fees, Payment Plans), Equation Engine,       220C
                         Financials      Tuition Calculation, Billing, Population Selection, Self-service for
                                         Financials

           10:30-12:00   Financial Aid   Self-service: Award Acceptance, Loan Direct Lending; Financial Aid     220C
                                         in 9.0

 We have summarized below the consultants who will be conducting the demonstrations. If you
 have any questions regarding the process, schedule and/or your participation, please contact
 Sharon Kelley. Thank you for dedicating time to this important Program initiative.

ADMISSIONS DOMAIN:
DAN KLEIN
 Mr. Klein brings more than 15 years of higher education industry experience and more than
 seven years of PeopleSoft experience to his role with CedarCrestone. His expertise lies in his
 ability to improve and set up business processes. Mr. Klein has been involved in all aspects of the
 project lifecycle including fit/gap analysis, business process, implementation, upgrade and
 production support. On his current assignment, Mr. Klein is involved with a multi-campus
 university system implementation of PeopleSoft 9.0. Mr. Klein was Director of Enrollment
 Services at Valley City State University.


LINDSEY SHODA
 Ms. Shoda has worked with the PeopleSoft Student Administration System since 1996 when she
 served as a PeopleSoft Beta Partner at Southern Methodist University. She has significant
 experience in project planning and definition, functional implementation, business process design,
 communication coordination, and end user training. In her most role at the Maricopa Community
 Colleges, she served as the Project Lead where she participated in all phases of the PeopleSoft
 8.0 Student Administration implementation. Examples of her client work include Stanford
 University, Boston University and Palomar College. She was the Associate Director of
 Admissions at Southern Methodist University.

STUDENT RECORDS AND ACADEMIC ADVISING DOMAIN
LYNNE HANRAHAN
 Ms. Hanrahan brings 18 years of experience in higher education and Student Administration to
 her consulting role at CedarCrestone. Ms. Hanrahan’s experience includes 10 years
 implementing Student Records, Academic Advisement, and Contributor Relations from
 PeopleSoft 7.6 to 9.0. She also has experience managing degree audit and articulation systems
 with emphasis on business process re-engineering, instructional management, and student
 services. Ms. Hanrahan has worked with numerous clients including Case Western Reserve
 University, The College of New Jersey, University of Maryland University College, Long Beach
 Community College, Frederick Community College. She was the Information Coordinator for
 Duke University.


JOY BLAIR
 Ms. Blair has more than 10 years of experience in higher education and eight years working with
 PeopleSoft as a functional analyst. Ms. Blair has experience with PeopleSoft 7.6 through 9.0, and
 has participated in full project lifecycles for implementations and upgrades. She has deep



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                Student Administration Transformation
                September – December, 2009


expertise in the areas of graduation, transfer credit, test credit and administrative record changes.
She has cross-modular experience in developing instructional materials and delivering training for
various areas of PeopleSoft Campus Solutions system. Examples of some of her client work
include Case Western Reserve University, and the Nebraska State College and University
System. She was Assistant University Registrar at the University of Central Florida.

FINANCIAL AID DOMAIN: MICHELE OKABE
Ms. Okabe is a business systems analyst with extensive knowledge of federal and state financial
aid regulations and practices. Ms. Okabe has served in an analyst and advisor role for numerous
projects. Examples of her client work include the University of California–Santa Cruz where she
led the financial aid implementation. She also was the Financial Aid lead at the City University of
Seattle and Coppin State University. Ms. Okabe has been involved in several aspects of the
project lifecycle including business redesign, customizations, end-user training and production
support. Currently, she is consulting in financial aid at the Nevada System of Higher Education.


STUDENT FINANCE DOMAIN: TED BURKHARDT
Mr. Burkhardt’s career in higher education spans more than 18 years and includes nine years
experience with PeopleSoft implementations and upgrades for Purchasing, Accounts Payable,
Asset Management and Student Financials. In his most recent role, Mr. Burkhardt led the Student
Financials implementation for California State Bakersfield. He has managed purchasing and
accounting staff and implemented e-commerce solutions including procurement card, office
supply, and online requisitioning systems. Mr. Burkhardt has been involved in many aspects of
the project lifecycle including, fit/gap analysis, detail design documentation, and production
support. In addition, he has been responsible for end-user training. Examples of his clients
include MassBay Community College, California State University–Bakersfield, University of
Maryland University College, and California State University–Fullerton. He was the Purchasing
Manager at Central Washington University.




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