July Oracle PeopleSoft Campus Solutions and Oracle Student Cloud Statement of Direction

Transcription

1 July 2015 Oracle PeopleSoft Campus Solutions and Oracle Student Cloud Statement of Direction

2 Disclaimer This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. Due to the nature of the product architecture, it may not be possible for us to safely include all features described in this document without risking significant destabilization of the code. 1

3 Purpose... 1 Executive Summary... 2 Oracle PeopleSoft Campus Solutions Campus Solutions Planned Regulatory Updates Oracle PeopleSoft Campus Solutions Campus Solutions 9.2 Features Campus Community Admissions Student Records Student Financials Financial Aid Academic Advising Contributor Relations Utilizing PeopleTools Features in Campus Solutions Oracle Student Cloud: A New Approach to Managing the Student Lifecycle Oracle Marketing Cloud for Student Engagement Oracle Sales Cloud Powering Student Recruitment Oracle Service Cloud Powering Student Service Oracle Sales Cloud Powering Advancement Student Management

4 Student Analytics Pathways to a Modern Student Platform

5 Purpose This document provides an overview of features and enhancements included in Oracle PeopleSoft Campus Solutions and Oracle Student Cloud platforms. It is intended solely to help you assess the business benefits of planning for the implementation of the product features described. The purpose of this document is to provide an annual update to customers of the Oracle PeopleSoft Campus Solutions (Campus Solutions) and Oracle Student Cloud (Student Cloud) platform about activities impacting their use of the these applications and related products. The document will provide an overview to the features and enhancements planned for the current Campus Solutions 9.0 codeline within the next 12 months along with an update on our future directon with the Campus Solutions 9.2 release. It will also provide an overview to features and enhancements planned for the existing components of the Student Cloud platform as well as provide insight into what is planned for new components of the Student Cloud. It is intended solely to help you assess the business benefits of applying new maintenance and planning for the implementation of the product features described. Oracle plans to issue this document annually, targeting the second quarter of each year. Additional, more detailed documentation will accompany the actual release of new features. 1

6 Executive Summary Providing Choice for Higher Education Oracle is making significant investments in Higher Education solutions that will complement the ongoing investment in functionality to support global Higher Education operating models in our industry-leading SIS, CRM (CX), HCM, and ERP applications. This Oracle investment is driven by the direction of the industry toward flexible deployment models for administrative systems as well as insights and feedback from customers for where they believe the industry and business needs are going now and in the foreseeable future. Oracle s Higher Education customers can choose between running on-premises applications (e.g.,campus Solutions) indefinitely, or migrating to a Cloud deployment (e.g., HCM Cloud, ERP Cloud, Oracle Marketing Cloud for Student Engagement) when it makes sense for their institution. No other vendor offers this level of long-term commitment to choice and stability for Higher Education customers administrative systems. Addressing Student Success The well-documented changes impacting higher education mean the stakes have never been higher when it comes to keeping institutions viable, and that means they must position themselves to constantly innovate, grow, and evolve. The implications are clear to achieve ongoing success, colleges and universities need innovative strategies for transforming the way they engage with students throughout the higher education lifecycle, including Targeting and enrolling best-fit students Retaining higher percentages of students Accelerating the time students take to complete their studies Delivering personalized student experiences that foster close relationships with institutions Achieving these goals isn t easy, which is why simple, one-size-fits-all solutions aren t the answer. To improve outcomes, institutions must make the most of all available resources, spanning people, processes, culture, and technology. Oracle continues to provide 2

7 focused support for student success, both through the flexible functionality available and planned in Campus Solutions as well as in the strategy to invest in new solutions to complement core SIS capabilities. This strategy reinforces the unique position Oracle has to be able to deliver faster and more complete solutions such as Student Engagement (built on Oracle Marketing Cloud), Student Services (built on Oracle Services Cloud) and Student Recruiting and Advancement (leveraging Oracle Sales Cloud and Marketing Cloud). Aligning IT with the Institution s Mission Oracle understands the tremendous pressure the Higher Ed industry is under to focus on the core mission of the institution, with the concomitant reduction in resources used to maintain core applications. The PeopleTools innovative advances in application lifecycle maintenance (Selective Adoption, supported by PeopleSoft Update Manager) as well as new cloud-based applications illustrate the importance Oracle places on reducing the burden of implementing and maintaining core business applications. Both of these approaches are described in this Statement of Direction. The advent of the Cloud has introduced new options that Higher Education institutions are beginning to find compelling, such as: A hosted, managed infrastructure, eliminating the need for the institution to maintain their own servers, and databases and to apply application maintenance updates. Standardized business processes with numerous options for configuration and extensibility, thus eliminating customizations. Consistent and predictable pricing with monthly subscription fees; replaces upfront license and recurring maintenance fees. Journey to the Modern Campus Innovation doesn t require a wholesale replacement of current and still valuable resources, such as on-premises student information systems (SIS), financial management applications, or human-capital management (HCM) platforms. A more costeffective and practical approach is to fully capitalize on existing investments while 3

8 gradually enhancing them with new services that target strategic, high-impact goals, such as improving academic outcomes. That s where the cloud comes in. Campus leaders have an advantage they ve never had before the ability to effectively blend on-premises applications with modern cloud services to create a foundation for modern, adaptable, and competitive campuses. The best cloud services enhance on-premises systems, so institutions can avoid disruptive, high-stakes bets on a new computing model. Instead, they add new services according to their internal priorities whether academic, administrative, or operational and in ways that reflect budget realities. Representing a significant shift from even a year ago, cloud solutions and best practices dominated discussions at a number of recent higher education events, including the 2014 Educause Annual Conference Alliance15, the global meeting of the independent Higher Education User Group or HEUG and Oracle Industry Connect, an industry thought leadership The Oracle Student Cloud is an example of a modern student platform for higher education. Later sections of this document provide details on the Student Cloud components. Getting Value from Campus Solutions 9.2 As part of the strategy to provide our customers with compelling application choices, Oracle continues investment in Campus Solutions, the premier solution focused on managing applicants, students and alumni. The planned release of Campus Solutions 9.2 delivers on our strong roadmap for customers who want to leverage the advances in the PeopleSoft platform and either maintain the application themselves or perhaps in a hosted or managed cloud service (aka private cloud ). The highlights of CS 9.2 include the new user experience and the game-changing lifecycle product management tools available with PeopleTools 8.54 and beyond. In order for Campus Solutions to deliver those new capabilities with minimal disruption to our customers operations, we recognized the need to produce a new base codeline and the resulting need for the upgrade event. We anticipate customers will realize signifcant value in three key areas: 4

9 Intuitive User Experience Our customers are very clear that the investments they make on campus must keep the focus directly on students as they progress from being applicants to alumni. Projects, large and small, are evaluated against the criterion of what the project contributes to the overall success of students at the institution. Beginning with the Fluid User Experience introduced with PeopleTools 8.54, we plan to provide significant new capabilities in Campus Solutions 9.2 by leveraging simpler self-service transactions optimized for mobile devices with modern, streamlined and easy to use functionality. Selective Adoption Campus Solutions introduced the Continuous Delivery Model in order to deliver valueadd capabilities on a frequent cadence without the need for major upgrades. Selective Adoption is an innovative way for applying maintenance to the PeopleSoft applications, allowing customers to selectively apply the maintenance they care about. It provides an efficient way of managing the Continuous Delivery Model with the introduction of the PeopleSoft Update Manager (PUM). In Campus Solutions 9.2, PUM provides the utilities that our customers will use to selectively apply changes (patches, regulatory updates, enhancements and new features) to their environments using the latest PeopleSoft Update Image. Innovative Functionality The Campus Solutions 9.2 release is based on the CS 9.0 codeline, including the functionality delivered through the Continous Delivery Model. Customers who have evaluated each Campus Solutions bundle and determined which of the new features to deploy have already taken advantage of many of these capabilities that will be included in CS 9.2. For customers who have not completed the analysis on how they might leverage the new functionality or for those who have been unable to implement new functionality delivered through the Campus Solutions Continuous Delivery Model, the release of CS 9.2 provides an opportune event to plan for, budget resources, and deploy these new and enhanced features. Recognizing Opportunity with the Campus Solutions 9.2 Upgrade While many customers have embraced the Continuous Delivery Model from Campus Solutions, others have actually requested that we provide an upgrade event that will enable them to provide the attention and resources to getting current with new 5

10 capabilities and technology. With CS 9.2, customers can take advantage of two opportunities: an event they can leverage to get current (with the strong potential of reducing customizations) and a new mode of managing maintenance that will simplify their IT investment so they get more value out of Campus Solutions. We intend to deliver the Campus Solutions 9.2 release and upgrade in 2015, available initially with a PeopleTools 8.54 upgrade and soon after with an upgrade path for Tools In the meantime, we continue to deliver enhancements and support for the current Campus Solutions 9.0 release. Supporting Campus Solutions 9.0 As we prepare the codeline for the upgrade to the 9.2 release, we have necessarily limited the amount of functional changes to the 9.0 application. Once the upgrade is delivered, we will focus on the highest value customer requests for CS 9.0 as we support the 9.0 release through December, 2019 (at which point Campus Solutions moves into Sustaining Support). Oracle will continue to work with our customers and the community in the Higher Education User Group (HEUG) to understand and react to the priorities of regulatory and functionality enhancements. Planning for the Oracle Student Cloud Oracle plans to deliver a new, innovative, and complete Student Cloud platform based on the most modern, collaborative, and secure technology available from any vendor. The new platform will provide comprehensive student life cycle support for all types of institutions by coordinating interactions and engagement across channels and devices. The Oracle Student Cloud is a modern student platform that is: Student Centric: Designed to meet the needs of today s students, the Oracle Student Cloud provides a complete, modern student experience. Through a single, intuitive user experience across devices and platforms, students can access information when and how they need it. Relationship Focused: Institutions can promote student success by delivering the personalized outreach and engagement that modern students expect. The Oracle 6

11 Student Cloud will foster real time collaboration between students, advisors, and faculty, enabling institutions to build relationships that lead to better recruiting and retention. Mobile & Engaging: The Oracle Student Cloud makes it easy for everyone to access information on any device. Students and faculty will have a connected experience with access to their information anytime, anywhere. Communications and notifications will encourage proactive interaction. And, embedded social capabilities will promote collaboration. Flexible & Extensible. The flexible architecture of Oracle Student Cloud will give your institution room to grow as your programs and student offerings expand to manage flexible and traditional term students. You ll be able to enroll and assess your students in a variety of ways to achieve your strategic enrollment objectives and promote student success. Integration with your learning environments will help deliver a seamless learning experience and flexible learning paths will help you define, monitor, and report on your students progress. In addition, context-based analytics will provide your advisors, faculty and staff with insight into your student body to help them better understand student needs and issues to intervene proactively and plan more accurately. Oracle cloud solutions never intermingle customer data, so your organization can be confident that its information is secure. You can also choose whether you d like your SIS on the Oracle cloud or in a private cloud. Some components of the Student Cloud, including Oracle Marketing Cloud for Student Engagement, are available today. Other components, such as Student Management (still under development), will be targeted initially at nontraditional programs and students. Institutions looking to innovate in areas such as student experience, student success and nontraditional programs should evaluate Oracle s Student Cloud platform as a complement, not a replacement, for Campus Solutions on their campus. This annual Statement of Direction document focuses on key areas of investment over the next 12 months, including: 7

12 Creation of a Campus Solutions 9.2 release, to bring customers a simpler, more productive user experience and more tailored, efficient application life-cycle management process. Creation of a Student Cloud platform, comprising Student Management core, Student Engagement, Student Recruiting, Advancement, Student Service and Student Analytics. This cloud-based platform is designed for customers who are transforming their IT infrastructure to incorporate Cloud/SaaS deployment. 8

13 Oracle PeopleSoft Campus Solutions 9.0 Campus Solutions introduced the Continuous Delivery Model in This delivery model has allowed Campus Solutions to respond to a global customer base by delivering over 21 new features, 56 significant enhancements to existing features, and 351 web services to the 9.0 code line. Many of these features are highlighted in Video Feature overviews on our Campus Solutions You Tube Channel including: Campus Solutions Advising Notes Campus Solutions Student Activity Guides Campus Solutions Mobile Campus Solutions Program Enrollment Campus Solutions Evaluation Management System Innovative technical architecture like the Rules Engine, the Common Attribute Framework, the Notification Framework and File Parser have provided customers with the opportunity to reduce customizations and deploy functionality configured for their institutions and students. As our Campus Solutions teams focus on preparing for Campus Solutions 9.2, we continue to provide significant regulatory and critical support development that we will forward fit to the new release. This will minimize the impact for our customers when they decide to uptake CS 9.2. Our plans to address regulatory requirements in CS 9.0 in the next 12 months are as follows: Campus Solutions Planned Regulatory Updates We plan to deliver the regulatory updates outlined in this section for Campus Solutions 9.0 and will forward fit them to the Campus Solutions 9.2 release. This means the CS 9.0 October 2015, January 2016, April 2016 and July 2016 bundles will be included automatically in the CS 9.2 upgrade process. Any regulatory updates delivered after July 2016 will be delivered and applied to CS 9.2 through the PeopleSoft Update Manager (PUM), described in the next section. Australia HEIMS Student Data Collection (DIISRTE) Continued support for required regulatory changes to student data collection and reporting. Queensland Tertiary Admissions Center (QTAC) Continued support for required regulatory changes. 9

14 Victorian Tertiary Admissions Center (VTAC) Continued support for required regulatory changes. United Kingdom Higher Education Statistic Agency (HESA) Continued support for required regulatory changes including: Further updates for the 2014/15 DLHE return Updates for the 2015/16 Student return Updates for the 2015/16 DLHE return Updates for the 2016/17 KIS return Universities and Colleges Admissions Service (UCAS) Continued support for required regulatory changes including updates for the 2017 UCAS and UTT admissions cycles. Student Loan Company (SLC) Continued support for required regulatory changes. Points Based Immigration (PBI) Continued support for required regulatory changes. Netherlands Studielink In 2016 colleges and universities in the Netherlands are expected to take responsibility for part of the admissions process for Fixed Placement Programs, which are now centrally administered. This will affect programs such as Medicine for which only a limited number of seats are available. In order to accommodate these regulatory changes Studielink has planned the release of the feature Selection and Placements which will allow institutions to administer the selection process by allotting student placement rankings and administering ranking numbers on academic programs. This information is then exchanged with Studielink. Additionally, Studielink is planning feature functionality with which institutions will receive information from the Dutch Immigration and Naturalization Authority (IND) concerning non-dutch students. Oracle plans continued support for those features impacted by changes to Studielink Selection and Placement as well as IND processing. 10

15 BRON Qualification Structure Dutch Professional Education Schools will face regulatory changes in 2016 that will require implementation of the new MBO qualification structure. Implementation of the new qualification structure (a new academic structure for curriculum and assessment) should ensure that in future, students transition more seamlessly from applied learning to the job market. We anticipate that these changes will impact administrative processes as well as those application features that support the administration of enrollments, curriculum data and assessments. Impacted features may include Education Contract NLD, Internship Contract NLD and the BRON interface. We plan to provide our customers with updates which will allow them to comply with regulatory changes. BRON VAVO Continued support for required regulatory reporting. United States Planned Regulatory Updates for US Financial Aid Continued support for required regulatory changes including: COD Processing updates for Direct Lending and Pell Grants Database Match and Eligibility updates FISAP INAS-FM INAS-IM ISIR Load and Processing Loan Counseling NSLDS Pell Schedules PROFILE Load Return of Title IV Verification - Federal Student and Exchange Visitor Information System (SEVIS) The US Department of Homeland Security has mandated a number of significant changes to the formatting and validation of names, addresses and addresses which are being included in release 6.21 of SEVIS batch processing. A critical patch was made available on May 28, 2015 to 11

16 customers for this important update. These updates are also planned for inclusion in Additional Features Q (CS 9.0 bundle #38). A comprehensive listing and description of these changes can be found in documentation supporting this critical update in My Oracle Support Document SEVIS 6.21 Critical Update May Oracle plans to continue supporting regulatory requirements for SEVIS. Oracle PeopleSoft Campus Solutions 9.2 The planned release of Campus Solutions Release 9.2 continues our strong roadmap for customers who want to leverage the PeopleSoft platform and maintain an on-premises solution. Many of our customers are seeking to leverage new user experience and lifecycle product management tools available with PeopleTools 8.54 or later. In order for Campus Solutions to deliver those new capabilities with minimal disruption to our customers operations, we have found it best to produce a new base codeline. While many customers have embraced the Continuous Delivery Model from Campus Solutions, others have requested that we provide an upgrade event that will enable them to provide the attention and resources to getting current with new capabilities and technology. With CS 9.2, customers will realize two advantages: an event they can leverage to get current, and a new mode of applying maintenance that will simplify their IT investment so they get more value out of Campus Solutions. Delivering Strategic Value with the Campus Solutions 9.2 Release Intuitive User Experience Our customers are very clear that the investments they make on campus must keep the focus directly on students as they progress from being applicants to alumni. Projects, large and small, are evaluated against the criterion of what the project contributes to the overall success of students at the institution. The PeopleTools Fluid User Experience introduced in PeopleTools 8.54 will provide significant new capabilities in Campus Solutions 9.2 by leveraging simpler selfservice transactions optimized for mobile devices with modern, streamlined and easy-to-use functionality. Selective Adoption Campus Solutions introduced the Continuous Delivery Model in order to deliver value-add capabilities on a frequent cadence without the need for major upgrades. Selective Adoption expands on that with an innovative way for applying maintenance to PeopleSoft applications, allowing customers to selectively apply the maintenance they care about. It provides an efficient way of managing the Continuous Delivery Model with the introduction of the PeopleSoft Update Manager (PUM). In Campus Solutions 9.2, PUM provides the tools that our customers will use to selectively apply changes (patches, regulatory updates, enhancements and new features) to their environments using the latest delivered PeopleSoft Update Image. For more information on 12

17 the selective patching capability, see the PeopleSoft Update Manager (PUM) Home Page on My Oracle Support (Doc ID ). Innovative Functionality Customers who have evaluated each maintenance and Additional Features bundle delivered since the release of Campus Solutions 9.0 have already taken advantage of many of these capabilities that will be included in Campus Solutions 9.2, which will consist of a roll-up of all the new features and functionality previously delivered on CS 9.0 with the Continuous Delivery Model. For customers who have been unable to implement new delivered features, the release of CS 9.2 provides an opportune event to plan for, budget resources and execute on new and enhanced functionality. To understand what has been delivered; customers are encouraged to use the Campus Solutions Cumulative Feature Overview Tool, which details the deliverables for each CS 9.0 bundle, available on the PeopleSoft Enterprise Campus Solutions 9.0 Documentation Home Page on My Oracle Support (Doc ID ). The Path to Campus Solutions 9.2 We are targeting calendar year 2015 for the delivery of the Campus Solutions 9.2 release. With General Availability, we plan to deliver a new style sheet, Enterprise Components, updates to reporting and shared HCM content and other features described in the section Campus 9.2 Features below. Also included are the previously delivered Campus Solutions 9.0 Additional Features, Regulatory Features, and Support Development as described earlier in this document. In order to upgrade to CS 9.2, customers will need to be current through CS 9.0 Bundle #34 (July 2014). Customers will also need to be on a minimum of HCM 9.0 Bundle #25 for the upgrade. Our plan for this upgrade is to meet customer expectations for a minimally disruptive upgrade event. To reduce the impact of this release we are following PeopleTools recommended technical adoption standards and we have minimized the number of functional updates that are included. This allows a consistent codeline and data model throughout the upgrade process, minimizing the impact on an institution s customizations, reports, testing, etc. Once we deliver the initial upgrade to CS 9.2, we will utilize PeopleSoft Update Manager tools to deliver fixes and patches, regulatory updates, new features and enhancements. We plan to use the PeopleSoft Update Manager and the Continuous Delivery Model to also deploy CS 9.2 selfservice using the Fluid User Experience. 13

18 Customer A Goes Live on CS 9.2 Customer A Adopts New Features Campus Solutions 9.2 Campus Solutions 9.2 PUM Images In the example above, a customer upgrading to CS 9.2 will have the ability to uptake fixes, regulatory updates, and new features built with the Fluid User Experience with each delivered Update Image. We anticipate that Campus Solutions will deliver a new Update Image four times each year. Critical to your plans for upgrading to CS 9.2 is the timeline for CS 9.0 support. As documented on the Lifetime Support Policy Document [ under resources, choose Lifetime Support Policy: Oracle Applications (PDF)]: CS 9.0: Premier Support ends the end of December 2016 Extended Support ends the end of December 2019 Sustaining Support is indefinite Campus Solutions 9.0 begin Sustaining Support CS 9.2 Upgrade Window Campus Solutions Campus Solutions 9.0 Customers should note that for Campus Solutions, Premier and Extended Support provide exactly the same level of support, and there is no additional cost for Extended Support. 14

19 Impact of PeopleTools 8.55 PeopleTools 8.55 is anticipated to be available in Features planned for this PeopleTools release focus on improvements to the PeopleSoft User Experience along with technology options that will help you take advantage of innovations that reduce operating costs. The enhancements and features planned for the PT 8.55 release are listed in the Technology tab of PeopleSoft Planned Features and Enhancements (Doc ID ) and include: Building on the Fluid User Experience introduced in PT 8.54, PT 8.55 provides significant enhancements by providing related content in fluid pages, fluid dashboards, fluid master/detail pages, new functionality for tiles, and the new Activity Guide Framework. Development tools enhancements to Application Designer, Component Interface, and the Mobile Application Platform. Infrastructure changes that simplify configuration in PeopleTools and for other utilities, improve security, and allow for better monitoring of the health, load, and performance of your Campus Solutions system. Reporting and Analytic tools that simplify the use of real time analytics and deployment of pivot grids. Improvements to life cycle management tools including enhancement to the PeopleSoft Update manager (PUM). PeopleTools 8.55 introduces the new PeopleSoft Cloud Deployment Architecture (CDA), a comprehensive organization of system-wide structures, features and capabilities that will allow our customers to achieve greater operational efficiencies. PeopleSoft CDA and incorporated features such as Deployment Packages work with the Application Configuration Manager (ACM) and PeopleSoft s virtualization capabilities to provide customers a near fully automated process to install and configure PeopleTools. Our strategy is to help our customers leverage server and datacenter innovations such as market-leading resource virtualization solutions with choice of virtualization platform vendor as well as dynamic deployment of our solutions to public and private cloud platforms. Customers have asked about the best course of action for upgrading to PeopleTools 8.55 in conjunction with upgrading to CS 9.2. We plan to deliver an updated CS 9.2 upgrade template that will allow you to upgrade from CS 9.0 to CS 9.2 and go live with PT This will allow you to implement in the Tools version that will be a prerequisite for the CS Fluid User Experience functionality outlined in sections below. For your planning purposes, here is the general timeline we expect for the CS 9.2/PT 8.55 release: CS 9.2 and upgrade path from CS 9.0 to CS 9.2 using PT 8.54 is released PT 8.55 is released 15

20 Updated CS 9.0 to CS 9.2 upgrade template using PT 8.55 delivered Oracle will deliver maintenance with PUM approximately four Update Images per year. Generally these images will be on the latest version of PeopleTools. We anticipate that the first CS 9.2 Update Image will be on PT While the Update Image will work with CS 9.2 target environments on PT 8.54, PT 8.55 will be a prerequisite for customers who plan to deploy the CS Fluid User Experience functionality. Campus Solutions 9.2 Features New Style Sheet Campus Solutions continues to focus on improving the user experience by enabling and enhancing the efficiency of end-user transactions. We plan to apply the standard Tangerine style sheet to Campus Solutions 9.2 for Classic PeopleSoft pages including existing self service pages. PeopleTools enhanced branding capabilities will also be available with the style sheet update. For users, the new style sheet (PSSTYLDEF_TANGERINE) for Campus Solutions offers a contemporary look and improves navigation. We also plan to apply new layout standards to support language translation. Customers may notice some changes on pages due to these new standards. For example, labels and strings will leave extra character space for expansion of multiple language text. Text will be right aligned and 16

21 drop down fields will appear wider to accommodate translated text. As a result pages may widen and have more white space. Accessibility in Campus Solutions 9.2 Releasing Campus Solutions 9.2 will provide the foundation upon which we can make Campus Solutions more accessible for all users. By applying Web Content Accessibility Guidelines (WCAG) 2.0 to CS 9.2 we are committed to using internationally recognized standards to achieve that goal. CS 9.2 will use Oracle Accessibility Guidelines (OAG) 2.0 which incorporates the WCAG 2.0 A and AA level standards as their core. We are prioritizing the sequence of accessibility items we will address in the initial CS 9.2 release and beyond. Enterprise Component Alignment in Campus Solutions 9.2 Enterprise Component features represent common functionality, setup, and configuration capability in PeopleSoft which will become available to the Campus Solutions customer base in Campus Solutions 9.2. These include: Datasets: Datasets enable role-based filtering and distribution of data. Currency Conversion: recommended standard techniques and formulas to support a common approach to converting currency Toolbar Configuration: system configuration for toolbar functionality including title area, button bar, component-specific data and toolbar footer Forms and Approval Builder enables you to design online forms, specify the approval process they require, and deploy them to users. For example, most institutions require certain approvals for requests or actions taken by students regarding enrollment, change of programs, tuition waivers, etc. Reporting in Campus Solutions 9.2 All PeopleSoft 9.2 applications now use BI Publisher and so will Campus Solutions 9.2. A number of reports have already been converted from Crystal to BI Publisher in CS 9.0. For a list of converted reports, you are encouraged to access What Crystal Reports were Converted to BI Publisher in Campus Solutions 9.0? (Doc ID ) in My Oracle Support. Some Crystal reports were not converted. Those reports content references, menu items, pages, run control records that are related to those components, and the components themselves will no longer be available to users in the CS 9.2 codeline. HCM Content in Campus Solutions 9.2 Generally, HCM functionality will no longer be available in Campus Solutions 9.2. In CS 9.2, you will no longer see menu items and navigation to PeopleSoft HCM features and HCM-centric 17

22 tables like Payroll, Benefits, Time and Labor etc. Where necessary a number of content references related to common setup will continue to be accessible such as the Country Table and the Holiday Schedule. HCM maintenance will no longer have to be applied in CS 9.2. Any changes to HCM objects will be maintained as part of the standard CS 9.2 maintenance process. The PeopleSoft Fluid User Interface: Transforming the Campus Solutions User Experience Campus Solutions 9.2 allows us to deliver PeopleTools landmark Fluid User Experience technology to our user community. Designed as a significant improvement over the PeopleSoft classic user interface, PeopleSoft Fluid User Interface will also provide a modern, mobile update to the current PIA-based (PeopleSoft Internet Architecture) self service Student Center. PeopleSoft application fluid pages scale from large screen devices, such as laptops and desktops, to the reduced viewing space of hand held devices so prevalent on campuses. An end user can interact with fluid pages using a conventional mouse and keyboard or using a touch interface. These new pages are device-independent and will operate on certified device browsers. We plan to deliver the Fluid User Experience for high value role-based users on an ongoing basis after the initial release of CS 9.2 using the PeopleSoft Update Manager. The PeopleSoft Fluid User Interface introduces a number of important new features to the application user experience: Fluid Homepages: The fluid version of an application home page brings together information that will assist a user in understanding what s happening and what needs their attention, while providing an easy, familiar way for the user to navigate to key parts of the PeopleSoft system. 18

23 Prototype Homepages are role-based and can be assigned to students, applicants, and alumni groups of users, or other specific roles. And users can have multiple homepages. While users can personalize and even create their own personal homepages, you can configure restrictions and security for homepages based on your needs. In initial phases of the CS 9.2 fluid deployment, we anticipate deploying standard homepages designed for students and applicants with other roles to follow. Homepages also offer users notification and navigational features including: The Notification Icon which can be used to collect alerts to homepage users in a single location for easy access to important push notifications highlighted with a numbered badge. 19

24 Prototype PeopleSoft Navigation Bar: The NavBar Icon offers faster and more intuitive navigation across Campus Solutions. This fluid structure is available as a dynamic window that slides out from the side of the page. On fluid-enabled systems, the PeopleSoft Navigation Bar will be available even on PeopleSoft classic pages, creating a seamless experience for users as they navigate the system. It can include the entire PeopleSoft menu, user favorites, recently used links, and navigation tiles that will bring users to the parts of the application that are most important to them. Tiles on Homepages represent navigation to Campus Solution fluid transaction pages. For example, selecting a Financial Account Tile in the Student Homepage will result in navigating to an Application Start Page; one of the design patterns for displaying component navigation links in the left panel with selected content in the right panel. 20

25 Prototype Tiles also can provide users with immediate visibility to valuable information with dynamic visual content using features like PeopleSoft Pivot Grids or other information sources. Planned Campus Solutions 9.2 Fluid Features Using People Soft Update Manger will allow us to provide transactions supported by the Fluid User Interface on an ongoing and sustained basis to our customers. Working with our Product Advisory Groups, the Technical Advisory Group and other customer resources, we have identified the most important transactions on which to focus initially. We are targeting each operational area for deploying the new fluid interface to students, applicants, and contributors to provide modern and mobile transactions that are intuitive to use and easy to deploy. We anticipate that customers will evaluate and select when to begin to implement delivered fluid functionality based on their needs. The summaries below represent our intended deliverables for the first stage of the Campus Solutions fluid project and with more to follow. We will keep the customer community apprised of our plans to release additional functionality in My Oracle Support PeopleSoft Planned Features and Enhancements, Campus Solutions (Doc ID ) as details become available. 21

26 Campus Community Initial targeted self service features to be supported with the Fluid User Interface include the ability for student and other similar users to view and edit personal data such as names, address, phone numbers and addresses. Also planned is the ability to view checklists and holds (service indicators). Student Activity Guides are anticipated to be accessible from Fluid for viewing and agreement completion. Because the use of alert notifications is so important for mobile users, we plan to include the ability for the user to set notification preferences and to access these configurable messages when necessary. Admissions We anticipate deploying a homepage for applicants containing relevant tiles for the large form factor user (desktop or laptop) and the mobile user (tablet or smartphone). This applicant center can be used to locate links to an admissions application as specified by your institution. For applicants who have applications in process, we plan to deploy the ability to edit saved application data when relevant and to view application status and application related checklist status. For applicants with finalized admissions decisions we plan to provide the ability to view, accept or decline admissions offers and to pay admissions deposits when necessary. Because admissions procedures vary throughout the admissions community, we are planning to provide setup rules that will allow you to configure when admission decisions can be viewed by the applicant, what terminology is to be used for program actions and action reasons and what messaging is to be displayed for each decision. Student Records For the early phase of Fluid for Student Records, our focus is on constructing the basic parts of enrollment that will offer the large form factor user (desktop or laptop) and the mobile user (tablet and smartphone) the ability to search for classes, add, delete and enroll for classes using an academic shopping cart. The planned enrollment process powered by Fluid will support permissions and the selection of class preferences such as grade basis where allowed. Once enrolled, the planned fluid pages will allow students to drop, and view a personal class schedule in a list or weekly calendar display. Many of our customers have requested that we allow students to enroll without the use of the shopping cart under certain circumstances. Fluid UI design options allow us to provide students with ability to enroll without the use of the shopping cart. A fundamental part of academic progress is the ability to view grades on an ongoing basis. Fluid Student Records is targeted to allow users of multiple devices to do just that. Student Financials The fluid interface is targeted to provide ability to view details of the student s account including charges due and payment history with convenient links to pending financial aid. Most important 22

27 is the planned ability to make a payment by accessing a third party payment provider while using a mobile device. Financial Aid Simplified viewing of all aspects of financial aid is extremely important for financial aid applicants and recipients. We plan to provide the ability to view detailed information about financial aid awards; their status and sources, including scheduled disbursements for all terms in an aid year to the user. Also targeted for viewing are the FA Shopping Sheet, Satisfactory Progress Status, and the Financial Aid Notification. We anticipate that a user will have the ability to accept or decline financial aid awards with the Fluid User Interface. Academic Advising A separate tile for Academic Advising is targeted for delivery into a student homepage, which will support initial advising features in Fluid. These features are critical for use particularly for mobile student advisee users and will include: A listing of a student s advisors that will support mobile communications ( notification, text messaging and voice if available on the user device.) Academic progress pages providing a graphical representation of the student s progress towards meeting requirements for a program/plan. 23

28 Academic Progress Undergraduate PeopleSoft University Academic Progress Academic Progress Summary Academic Progress Summary Undergraduate Requirements 75% Complete Courses In Progress That Do Not Count Towards Requirements In Progress 120 0% 100% 75% Complete Expected Graduation Term Academic Requirements In Progress All Courses (GPA) Complete 0% % GPA 2.43 What-If Report BA in Philosophy 75% Complete Advisors In Progress Introduction to Philosophy 0% 100% 100% Complete Complete 0% 100% Philosophy Courses 50% Complete In Progress 0% 100% Prototype Philosophy Electives Complete 0% 100% 100% Complete Informational pages that display courses that have not counted toward requirements and the Expected Graduation Date for the student user in the program(s) of record. A small form factor (smartphone) version of the Planner will allow the student to: View Course Detail Move a Course to a Term on the Planner Delete a Course from the Planner View details of the Requirement that the course satisfies. This page is targeted to directly integrate with Enrollment to provide a seamless connection between classes for which a student has planned and for enrolling in them. Contributor Relations Planned transactions in Contributor Relations supported by Fluid are targeted to the development officer, allowing them to manage their prospects in a simplified user interface. Planned features include: Viewing a prospect profile Viewing a prospect s donor profile 24

29 Adding and updating prospect strategies and actions Managing a prospect manager's upcoming prospect actions Adding and editing a prospect contact report Utilizing PeopleTools Features in Campus Solutions 9.2 In order to extend the value in Campus Solutions 9.2 we also plan to deliver a variety of innovations to the Campus Solutions user interface that seek to simplify navigation and increase productivity by providing high value functionality that supports day-to-day transactions. While we have introduced some of these functions in new development in CS 9.0, we plan to evaluate incorporating these features in CS 9.2 as we enhance the release. Examples include: WorkCenters WorkCenters are geared towards high-frequency users (like an Admissions Director) to consolidate user tasks, exceptions, alerts, links and reports into a single, secure role-based command center that can be personalized. Dashboards Dashboards provide at-a-glance view of all relevant information relevant to a role and provide the ability to utilize Embedded Analytics to create content and obtain data critical to decision making. Pivot Grids Decision makers, managers and general users require clear, real time analytics within Campus Solutions applications. Improved Pivot Grid capabilities dynamically render charts with powerful drag and drop interactive grids that eliminate the need to export data to a desktop spreadsheet, keep data secure, and ensure that users have the insight they need to take informed actions. Activity Guides While we plan to deliver Student Activity Guides in their current form available from fluid pages, we are planning to apply the significant enhancements to Activity Guides in People Tools 8.55 in Campus Solutions. 25

30 Oracle Student Cloud: A New Approach to Managing the Student Lifecycle The Oracle Student Cloud is a planned innovative student lifecycle management solution that combines the capabilities of traditional student information systems (SIS) with core CX (CRM) capabilities to help you personalize the student experience and promote student success. Based on the principles of a modern student platform, Oracle Student Cloud is planned to be a flexible, extensible, student-centric platform designed to meet the needs of 21 st -century higher education. Principles of a Modern Student Platform Student-Centered Design: create a complete, modern student experience 21st Century Education: meet the needs of modern students everywhere Extensible Platform: tailor and enrich to meet your unique needs Insight for Everyone: promote a data-driven culture Integrated Social Network: foster cross-campus collaboration Flexible Business Models: strategically navigate the volatile higher education landscape The Oracle Student Cloud platform represents an ongoing commitment to provide best-in-class products that provide real business value. This section provides descriptions of features and functionality that Oracle expects to provide in the Student Cloud components over the next twelve months. Oracle s Higher Education customers can choose between running on-premises applications (e.g., SIS, CRM, ERP) indefinitely, or migrating to a Cloud deployment when it makes sense for their institution. No other vendor offers this level of long-term commitment to choice and stability for Higher Education customers administrative systems. Oracle continues to invest in Higher Education, which is further illustrated by Oracle s numerous acquisitions of strategic products that can be used by Higher Education institutions. Focused on our customers pressing strategic needs, we are leveraging and extending a number of these products as part of an overall strategy to support the industry. This approach reinforces the unique position Oracle has to be able to deliver faster and more complete solutions such as Student Engagement (built on Oracle Marketing Cloud and Oracle Social Cloud), Student Service (configured with Oracle Services Cloud), Student Recruiting and Advancement (both configured with Oracle Sales Cloud and Student Engagement). The Student Cloud is a comprehensive approach to managing the student lifecycle and relationships, from recruiting through alumni and donor management. The platform incorporates the key elements of managing student relationships and communication, providing support for transactions that support the core business of Higher Education (i.e., enrollment, student account management, assessment and progression), leveraging sophisticated social and interactive 26

31 engagement capabilities, and embedding decision support tools for each role throughout the solution. The Student Cloud is being built and will be delivered in a componentized approach, to facilitate customers varied adoption plans. The plans for the comprehensive Student Cloud include the following capabilities: Student Engagement: personalized interaction capabilities to support student outreach, retention, and student success across the student lifecycle built on the Oracle Marketing Cloud and Oracle Social Cloud platforms. Student Recruitment: support for the full recruiting cycle, powered by configuration of the Oracle Sales Cloud along with Student Engagement. Advancement: support for donor recruitment and management, powered by configuration of the Oracle Sales Cloud along with Student Engagement. Student Service: student service and help desk functionality leveraging the Oracle Service Cloud platform. Student Management: planned core SIS functionality built on Oracle s Modern Cloud platform. Student Analytics: planned support for analytics across the Student Cloud platform with the ability to incorporate structured and unstructured data from a variety of sources, providing a comprehensive view of the student. Student Engagement and Student Service are two capabilities within the Student Cloud which are available today. In addition, customers have configured the Oracle Sales Cloud to support Student Recruiting and Advancement. These solutions are targeted at Higher Education institutions, including Campus Solutions customers, who are looking to benefit from robust, 27

32 industry-leading CRM/CX capabilities across the student lifecycle and deployed in the cloud. Development is ongoing with the Student Management and the Student Analytics solutions. We plan to deliver significant pieces of the Student Cloud annually. See the sections below for specifics on functionality delivered or planned for each piece of the overall platform. Must-Haves for Modern Student Clouds Oracle s design and development of the Student Cloud has been informed by a number of key priorities from our customers. Those include: A comprehensive solution with core student information system capabilities. The latest CX tools for engaging with prospective students, students, donors and friends of the institution across multiple devices and channels, including social media, to keep them ontrack for meeting academic goals as well as fundraising and friendraising goals of the institution. Advanced tools for student recruiting to meet enrollment targets by expanding enrollment pipelines, improving forecasting, integrated marketing and outreach capabilities, enabling recruiters to manage their pipeline and territories anytime, anywhere, and support for collaborative recruiting teams across the institution and beyond. Modern marketing tools that enable colleges and universities to create and distribute personalized, relevant content. Powerful analytics that support a data-driven culture to achieve better outcomes. Ability to tailor, connect and extend the solutions to complement and integrate with the institution s ecosystem. In the following sections, you will see updates on each component of the Student Cloud platform. Oracle Marketing Cloud for Student Engagement Students today have a wealth of options for how they engage with each other and with the organizations and other entities with which they interact. Driven by technology and social media, students expect a different style of communication and interaction; they expect interactions that are personalized and targeted at their unique needs and preferences, just-in-time, and interactive. At the same time, higher education institutions are under intense pressure to meet these expectations, to improve outcomes, both for new student enrollments as well as academic, preventing drop-outs and improving student engagement and the overall student experience. To assist institutions with addressing these challenges, Oracle has introduced the Oracle Marketing Cloud for Student Engagement, designed to provide a single, comprehensive platform for institutions to manage their interactions and outreach to students, prospects, applicants, and alumni/donors. This new solution, built on the Oracle Marketing Cloud combined with 28

33 capabilities from the Oracle Social Cloud, empowers higher education institutions to combat their unique set of challenges around student retention, outreach, and engagement throughout the student lifecycle with enhanced solutions, providing orchestrated and personalized experiences across multiple channels. Delivered Higher Education Data Model and Campaign Templates In order to streamline the implementation process and jumpstart customer s adoption of Oracle Student Engagement, we have delivered as part of the solution a new higher education data model along with templates for marketing campaigns, s, and landing pages. These templates can be used out-of-the-box or you can use them as samples or guides for your own campaigns and collateral. Either way these materials simplify the process and speed of implementation, enabling you to begin to use the system and achieve benefits that much faster. Over the next year we plan to deliver: Additional templates and collateral to support even more use cases across the student lifecycle. Additional support for global customers and data from outside the U.S. Oracle Sales Cloud Powering Student Recruitment Higher education institutions today need a modern and flexible platform from which to attract and recruit new prospect students and applicants. Institutions are under tremendous pressure not only to attract and enroll enough students, but students who will be successful, engaged, and fulfill the institution s objectives. The modern platform to accomplish this must reflect the myriad and ever evolving ways in which prospective students engage and research potential schools and provide the flexibility to respond to students in modern and very personalized and responsive ways. Student Recruiting, which is configured with the power of the Oracle Sales Cloud platform, enables the institution to do exactly that. It includes comprehensive capabilities to attract and manage student prospects, recruiters and territories, pipeline and forecasting, collaborative team recruiting and integration with Oracle Marketing Cloud for Student Engagement provides the power of social listening and interactions and targeted, personalized, and responsive outreach and communications. Oracle Service Cloud Powering Student Service Students expect a great deal these days, and having access to information and resolutions when they need it and how they need it is paramount. And when they can t find the information themselves, they expect to be able to submit in inquiry and receive a fast and efficient answer and resolution. Institutions that can t provide this level of service and meet these expectations will see 29

34 a decline a student satisfaction and eventually this dissatisfaction will result in a decline in enrollment. Student Service leverages the industry-leading Oracle Service Cloud platform and provides robust capabilities to deliver online knowledge and support to students, applicants, alumni, parents, visitors, and other constituents at your institution. The solution provides the ability for users to review online FAQs, search knowledge base articles to answer questions or problems they may have, interact with and rate those articles, refining the results for themselves and other users, chat with an agent, and then to submit a service request for more targeted support. For the administrative user, or agent, the system allows efficient routing of incidents along with online collaboration with other users to accurately and efficiently resolve the student s request. Oracle Sales Cloud Powering Advancement Many higher education institutions are turning to alumni and other donors as potential sources of revenue to make up for declining state funding and to alleviate the pressure on tuition and fees. To succeed at these efforts, institutions must-engage these alumni and donors and reach out to them in new ways to make them a part of the community and to rekindle their good feelings and generosity towards the institution, whether that s volunteer opportunities and smaller annual fund donations for younger, millennial graduates or student mentoring, and larger gifts or planned giving opportunities for older alumni. Advancement, which is configured with the power of the Oracle Sales Cloud platform along with integration to Student Engagement, enables the institution to do exactly that. It helps institutions nurture constituent relationships, helping institutions to provide relevant, targeted, cross-channel outreach and engagement, manage advancement officers and their territories, drive fund-raising results and provide greater visibility to better manage the donor pipeline and forecasting. Student Management The core Student Management capability within the Student Cloud will be a brand new product, with a new architecture, new data model, and new technology platform. The goal of starting from scratch is to leverage existing components within the Oracle Cloud as well as take the opportunity to address new and upcoming business challenges while at the same time not disrupting our existing mature and established customer base on Campus Solutions. The key benefits of Student Management for customers include core structures that are flexible and designed to manage a variety of educational offerings (both traditional and non-traditional); an architecture that is engineered to be extensible; and a compelling user interface that promotes engagement and collaboration as well as branding and differentiation for the institution. Oracle s customer Strategic Design Partners, selected from our global customer base, are key in defining the solution and the phases for the roadmap. Also, Oracle plans that customers will be able to 30

35 build local integrations with the Student Managementjust as they do today with the on-premises Campus Solutions application. As with any new offering, the functionality of the Student Management solution will evolve, focusing first on the core capabilities of enrollment, payment and assessment as managed by non-traditional programs. Over time, the solution will continue to grow in capabilities; it will support the comprehensive student lifecycle and will address the needs of a variety of programs and institutional profiles. A typical release schedule for Oracle s cloud-based solutions includes annual updates. With each release, we plan to enhance and add new features for this product, with the plan to provide support for a traditional academic structure including admissions and matriculation into a major course of study resulting in a certificate or degree. Our plan for the first release of Student Management includes the functionality to support a person searching for and enrolling in individual classes. Planned functionality includes: Individual searches for an institution s offering of a class or a program of study, using a keyword search, along with search filters. Prototype Student Management: Catalog Search Results 31

36 That individual can then use the search results we provide to drill down on details of the class or the program. They can see if the course is currently being offered and if so, when it is being offered and if it is offered at a physical location or online. Prototype Student Management: Review Program information 32

37 Prototype Student Management: Review Class information She can add a class or a program to her Wish List. If she wants to add that class to her Shopping Cart, she will create an account and log in as an authenticated user. She can then checkout with the item(s) in her shopping cart, paying by credit card or echeck. 33

38 Prototype Student Management: Shopping Cart checkout Once they enroll, the student will have the ability to view their classes and associated academic dates (such as school holidays and important deadlines) on a calendar in addition to adding personal events to their calendar. Prototype Student Management: Student Calendar The student will have the ability to update or add personal information such as addresses, phone number and . The student can see what they re enrolled in as well as the outcome (e.g., final grade) for that class. 34

39 The student will be able to engage in a social experience, tied to that class section, powered by Oracle Social Network. We plan to provide the ability for the administrative and support staff to communicate with the student or a group of students via text or . We plan to provide the ability for the admin staff to create the institutional structures and staff (e.g., instructors) used for curriculum definition resulting in the classes to which the students enroll and pay. We plan to provide the ability for the school to define their curriculum (consisting of programs of study, courses and class sections for enrollment). We plan to provide the ability for the school to define fees, along with a variety of discount options. Support for program coordinators and program advisors is planned, including dashboards to monitor the health of their classes and learners. Prototype Student Management: Sample Analytic for Program Coordinator In addition to the planned web-based application, we are also planning to deliver core functionality with mobile access. For the initial release, we plan to deliver mobile access to search the course/class catalog and see current enrollment in a calendar view. 35

40 Prototype Student Management mobile application: Class Search Results 36

41 Prototype Student Management mobile application: Student Class Schedule Target Market for Initial Release As noted above, a number of the components within the Student Cloud platform are available today. Student Engagement, Student Recruiting, Advancement, and Student Service are all available today. These solutions are targeted at Higher Education institutions that are looking to 37