Integrated Partner Management _IPM_ - IFAP by wuyunqing

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									Session 3
  Integrated Partner Management
               (IPM)

            Presenters
              Molly Wyatt
             Susan Stallard
            Margaret Ayanian
            Andrea DiDonna
Agenda
 •   IPM Overview

 •   IPM Benefits

 •   IPM Workbench Preview

 •   Data Migration Overview

 •   Outreach & Training

 •   Timeline: “We Are Here”

 •   Timeline: “What‟s Next”

 •   Contact Information

 •   Q&A



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IPM Overview
Integrated Partner Management (IPM) solution provides an end-to-end
view of the Federal Student Aid‟s approximately 10,000 operating
partners including Lenders, Servicers, Guaranty Agencies, Schools and
Software Providers.


This initiative is designed to integrate and streamline core partner
management business processes through reengineering, automation,
modernization, and the migration of the services and data provided in
multiple legacy systems.




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IPM Overview
IPM consolidates business functions currently being provided by
multiple systems:
      Lender Application Process (LAP)
      Electronic Application (eAPP)
      eZ-Audit
      Participation Management portion of Student Aid Internet Gateway (SAIG)
      Post Secondary Education Participant System (PEPS)
      Electronic Records Management (ERM)


IPM provides technology modernization with the following
associated benefits:
      Simplified sign-on
      Consistent user experience
      Ease of use and navigation
      Increased security




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IPM Benefits
Proactive Communications with Federal Student Aid
   – Streamlines and simplifies through automation the required notifications
     (paperless environment) to/from Federal Student Aid.

   – Provides eligible Partners with on-line access to entity status and eligibility
     information.



Ease of Use & Consistency
   – Single entry point to sign-up for services and maintain eligibility for the
     Title IV program.

   – Provides consistent data.




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IPM Benefits
Reduction of Paper-based Processing
   – Increased usage of the paperless environment in the processing of
     compliance audit and financial statement submissions, thus reducing mail
     processing and time lag.

   – Provides the capability for e-Signature on required applications and forms
     to establish enrollment and maintain eligibility.




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IPM Workbench Preview




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1. What new functionality are we really gaining
   with the IPM Phase 1 implementation and
   what‟s the impact?




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1. What new functionality are we really gaining
   with the IPM Phase 1 implementation and
   what‟s the impact?

2. What will the IPM website look like?




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 Phase 1 IPM Functionality Areas

Eligibility Services   Enrollment Services




  Online Submissions   User & Partner Management




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Eligibility Services – Functionality




Online Submissions   Notifications & Work Queue   Document Upload      Form Viewer




Enrollment Services – Functionality




     User Management                                                Access Rights
                                    Partner Management




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              IPM Website Sample

                  Enrollment Services




User Management      Partner Management   Access Rights




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Data Migration Overview




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Data Migration Overview
•   Provide a scalable, iterative approach to address the data migration
    needs for IPM.

•   Data migration consists of four cycles including the analysis, validation,
    cleansing and loading of legacy data to the IPM database.




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Outreach & Training
 IPM Outreach/Communications:
    – Continue to provide IPM project status updates at Federal Student Aid
      conferences.

    – ACG/SMART (Fall and Spring sessions) training sessions for Schools.

    – Conduct additional focus groups (as possible).

 IPM Training:
    – Customized targeted multi-media training on IPM will be provided for
      all partners.

    – Target timeframe for training is 4 – 6 weeks prior to „Go-Live‟.




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Timeline: We Are Here




                 We Are
                  Here




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Timeline: What’s Next
With the development effort continuing for Phase 1 of IPM, the
following key milestones are on the horizon:
   • Construction phase – Targeted completion April-May 2008


   • Coordinating Data Management and Interfaces – Targeted to begin April
     2008


   • User Acceptance Testing (UAT) – Targeted to begin June 2008


   • IPM Training – Targeted to begin July 2008


   • Phase I „Go-Live‟ – Targeted for August 2008


   • Phase II „Go-Live‟ – Targeted for February 2009



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Contact Information
We appreciate your feedback and
 comments. We can be reached at:
Molly Wyatt                      Margaret Ayanian
• Phone: 202-377-3358            • Phone: 703-289-8183
• Email: molly.wyatt@ed.gov      • Email: margaret.ayanian@psgs.com

Susan Stallard                   Andrea DiDonna
• Phone: 202-377-3628
                                 • Phone: 703-289-8069
• Email: susan.stallard@ed.gov
                                 • Email: andrea.didonna@ps.net

            General IPM Questions: ipm@scglobal.com




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Q&A


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