Town Hall Meeting

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Town Hall Meeting
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Introduction
Eric Brunner, Manager Human Resources, Learning
and Development
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Five Dynamics of Change

• People are at different levels of readiness for
  change.
• People feel awkward, uncomfortable and
  self-conscious while changing.
• People initially focus on what they have to give
  up.
• People feel alone even if everyone else is going
  through the same change.
• During the change process, people can be at
  different levels of change.

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Agenda

• Introduction the Nature of Change
• Background A Look Behind the Scenes
• Progress Laying the Groundwork
• Timeline Whats Coming Next?
• Preview of Changes
• What is My Role?
• Questions?

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A Look Behind the Scenes
Timothy O'Rourke, Vice President Computer and
Financial Services CIO
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A Look Behind the Scenes

• 1997- Student Information Website evolved into
  OWLnet in 1999
• 1999 Graduate Applications
• 2000 - Undergraduate Applications, OWLink ,
  Diamond Dollars, Report to Web
• 2002 My Housing
• 2003 Ultimus - online requisitioning
• 2005 Employee Self Service Performance
  Development System
• 2008 Online grading
• 2008 DARSWeb for advisors students

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A Look Behind the Scenes

• Human Resources System (HRS) 15 years old
• Financial Management System (FMS)21 years old
• Integrated Student Information System (ISIS)
  25 years old

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A Look Behind the Scenes

• Limitations
• Programming language outdated
• Information not centralized
• Aging workforce - Average age 52 (retirement
  25 in 4 years, 40 in 6 years)
• No vendor support
• Many functional problems
• Limited ability to support new technology
• Very complex infrastructure

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Current Mainframe Environment
Position Control
Reporting
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A Look Behind the Scenes
Urban 13 (21)

• University of Alabama Birmingham ? SunGard
  Banner
• University of Cincinnati ? SAP Finance HR,
  elsewhere for Student
• Cleveland State University ? PeopleSoft
• Florida A M ? PeopleSoft
• Georgia State University ? SunGard Banner
• University of Houston ? PeopleSoft
• University of Illinois Chicago ? SunGard Banner
• Indiana/ Purdue U. _ Indianapolis ? SunGard
  Banner
• University of Massachusetts Boston ? PeopleSoft
• University of Memphis ? SunGard Banner
• University of Missouri Kansas City ? PeopleSoft
• University of Missouri St. Louis ? PeopleSoft
• University of New Orleans ? PeopleSoft
• City College of New York ? PeopleSoft
• University of Pittsburgh ? PeopleSoft
• Portland State University ? SunGard Banner
• Temple University ? Approved, Beginning
  Implementation
• University of Toledo ? SunGard Banner
• Virginia Commonwealth University ? SunGard Banner

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A Look Behind the Scenes

• Established a Steering Committee
• Hired a consultant
• Set guiding principles
• Evaluated solutions
• Obtained Board and Presidential approval
• Selected SunGard Banner System

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Gartners Magic Quadrant
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A Look Behind the Scenes

• Banner Advantages
• Enterprise Resource Planning (ERP) framework
• Information centralized and standardized
• Greater access to data
• Improved reporting capability
• Streamlined business processes
• Web interface
• 24 by 7 availability
• Regular system upgrades

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Extreme Makeover Integrated Environment - 2012
Kronos
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Laying the Groundwork
Lynne Zullo, Project Enterprise Manager
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Laying the Groundwork

• Engaged SunGard specialists
• Organized teams
• Hired a Project Manager
• Named project
• Developed implementation plan

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Executive Steering Committee Members

• Thomas Kupp
• Larry Lemanski
• Vicki Lewis McGarvey
• Timothy ORourke (Chair)
• Theresa Powell
• Lisa Staiano-Coico
• Stuart Sullivan
• Karen Turner
• Anthony Wagner

• Frank Annunziato
• James Bausman, Jr.
• William N. Black
• Barbara Dolhansky
• Joanne A. Epps
• Stephanie Gillin
• Deborah Harnett
• Peter Jones
• Susan Karakantas

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Laying the Groundwork
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Laying the Groundwork

• What have we been doing?
• Research visits to other Universities
• Self-evaluation
• current processes
• current data
• current reports
• Banner configuration training
• System configuration

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Laying the Groundwork

• Accomplishments
• Chart of Accounts draft
• Crosswalk table of old FMS centers
• to the new Banner FOAPAL
• Data standards documents
• Reporting inventory

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Laying the Groundwork

• Accomplishments
• Infrastructure

70 servers installed and configured, 30 more
coming over the next three years
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Laying the Groundwork

• Accomplishments
• fsaAtlas

With a database of over 10,000 records
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Laying the Groundwork

• Accomplishments
• TUportal

2,400,458 logins since September 2nd Visitors
from 119 countries, including the US
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Laying the Groundwork

• Accomplishments
• TUmarketplace

1,122 orders placed since release
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TUmarketplace

• Search for products from Temple contracted
  vendors
• Compare prices
• Combine orders from different vendors

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Whats Coming Next?
Barbara Dolhansky, Associate Vice President
Computer ServicesProject Enterprise Director
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Timeline

• Student Recruiting
• 9/2010 (Fall 2011)

• Adm/Fin.Aid/Catalog/R25
• 10/2010 (Fall 2011)

• Grading/Transcripts6/2011

• Advancement
• 10/2010

• Finance/
• TUmarketplace
• 7/2009

• fsaAtlas
• 4/2008

• Decommission Mainframe 6/2011

• Housing Faculty Info
• 11/2010 (Fall 2011)

12/2009
6/2008
12/2008
1/2009
6/2009
1/2010
6/2010
12/2010
1/2011
6/2011
12/2011
1/2008

• TUPortal
• 7/2008

• Reg/Cashiering/Billing
• 3/2011
• (Summer/Fall 2011)

• Human Resources 1/2010

• Kronos 6/2009

• Interim TUmarketplace
• 8/2008

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Preview of Changes

• New policies procedures
• New online screens
• New way to access systems
• Familiar framework

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Preview of Changes

• One place to change your address
• 24 by 7 availability
• Data entry standards
• Personal Data names, addresses phone numbers
• Building codes
• Department names
• Chart of Accounts
• Cognos - report writer
• Purchasing - TUmarketplace

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Preview of Changes

• Financial Aid
• New e-grading
• Room scheduling Resource 25
• E-print report distribution
• Kronos time entry attendance
• Expense distribution
• Extender imaging
• Grants management

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Preview of Changes

• Cashiering system
• Online budget submission
• Forms
• Check request and PC jets
• Treasurers receipt
• Expense distribution

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What is my role?

• Sign up for training

• Training precedes release of each module
• Training dates announced Spring 09
• Swat Team support during major go-live periods

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What is my role?

• Begin using TUportal

tuportal.temple.edu
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What is my role?

• Stay informed

www.temple.edu/enterprise
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What is my role?

• Join the Banner News list

www.temple.edu/enterprise
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• Questions for Panel Members?

• Advancement
• Marilia Correia
• Cathleen Parsons-Nikolic
• Human Resources
• Nancy L. Hinchcliff
• Jennifer Silvestri
• Student Administration
• Stephanie Gillin
• David Glezerman
• Jacqueline Resavage

• Finance
• Frank Annunziato
• Patricia Russo
• Reporting
• Paul Smith
• Al Harris
• TUmarketplace
• Terry Burt