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

Email

Voter Affiliation

Skillsoft CBT

Email

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?