Product Management Review. Renee Pacini VP, Product Management & Strategy

Transcription

1 Product Management Review Renee Pacini VP, Product Management & Strategy

2 Agenda Introduction Organization Changes Student Services Segment who are we? Segment Updates 2 2

3 Product Management Organization Darren Wesemann CTO and CPO Fred Weiss Dave Becker Rob Sparks SVP SVP VP, International Bill Kavan VP, Advancement Alan Hansen VP, T&L Jeff Jones VP, Finance/HR Renee Pacini VP, Student Services Rhett Burnham VP, Common Components Mark Zimmerman VP, R&A Mark Somerville VP, BI Tom Wagner VP, Retention & SS 3

4 Student Services what products do we cover? Student PowerCAMPUS Student Banner Student Flexible Registration Financial i Aid Banner, BSAC, Plus and PowerCAMPUS Banner General 4 4

5 Who are we? Meet your Product Owners Ed Hauser: Banner Student (including A/R) Flexible Registration Peggy Delaney: Banner Financial Aid BSAC Jennifer O Brien Banner General Linda Casotti PowerCAMPUS fsaatlas 5 5

6 Business Problems Help Learners Achieve Education Goals Meet Enrollment Targets Increase Retention Rates Leverage Financial Aid Target & Communicate with Students Proactively Meet Students Changing Needs Track Academic Progress Improve Graduation Rates Provide Easy to Use Technology and Tools Identify At-Risk Learners Meet Adult Learners Needs Do More With Less 6

7 Business Problems Current Focus in Student Segment Help Learners Achieve Education Goals Meet Enrollment Targets Increase Retention Rates Leverage Financial Aid Target & Communicate with Students Proactively Meet Students Changing Needs Track Academic Progress Improve p Graduation Rates Provide Easy to Use Technology and Tools Identify At-Risk Learners Meet Adult Learners Needs Do More With Less 7 7

8 Functional Enhancements Study Paths Student Centric Periods Help Learners Achieve Education Goals BSAC Leverage Financial Aid Flexible Registration Meet Adult Learners Needs 88

9 Doing more with Less Multi-entity processing SaaSS Components Application Hosting Do More With Less New user interface Banner Evolution Provide Easy to Use Technology and Tools 99

10 Roadmap

11 Segment: Student Services Banner General Release Date Component Release Key Features November 2010 Banner General 8.3.x Banner Evolution: Database Changes and Multi- Entity Processing December 2010 Banner General 8.x Mass Update Utility 2 nd Half 2010 Banner General 8.x Self-Service Page Builder (Community Source) Q Banner General 8.x Multi-Entity Processing User Interface to maintain and apply policies TBD 2011 Banner General 8.x This involves all Banner core products Duplicate PIDM Merge (Community Source) September 27, 2010 Confidential and Proprietary Information SunGard Higher Education 11 11

12 General Community Source Advancement Duplicate Merge General New University of Calif, Santa Cruz Developer Utility Form General Initial Review George Washington University Cross Area General Accepted for Test Drive Colorado State University CSV Loader General New College of St. Benedict Customization Maintenance Form General Initial Review George Washington University Dupe PIDM Merge General In Code Review George Washington University FinAid Application General Initial Review University of Illinois General Survey Tool General Initial Review SunGard SC Job Submission-Job Status Form General Initial Review George Washington University No Sleep Triggers General Released in Baseline Pima CC/Univ of TN Self Service Page Builder General In Code Review SunGard SC Survey on Steroids General Demo Rose-Hulman Inst. Of Tech 12

13 Segment: Student Services Banner Student Release Date Component Release Key Features Q Banner Student 8.4..x Patch to allow self service links mods done by clients to be maintained in subsequent Banner upgrades in support the ability for schools to link classes to campus bookstore system November 2010 Banner Student x Study Paths Phase III - Fee assessment and student billing to support Banner Evolution: Database Changes and Multi-Entity Processing Q Banner Student 8.5 Academic Transcript Phase I - re-factor the SSB transcript allowing the grouping of terms (without term information) within the student centric period if the student has a enrolled in a Student Centric Period. Q Banner Student 8.x Faculty self-service mid-term grade processing (Community Source) Faculty self service Web grade display (Community Source) Q Banner Student 8.x Academic Transcript Phase II re-factor the printed transcript to allow clients to configure output using XML and PDF for printed transcript output and student self service display. Q Banner Student 8X 8.X New SSB registration process for students (planner metaphor) TBD Banner Evolution: New UI for Banner Student Q Banner Student TBD Registration repeats Immunization tracking g( (Community Source) Test score deficiency 13 September 27,

14 Allow Drop Last Class - Term Specific Initial Review Purdue University Dynamic Catalog Syllabus Accepted for Test Drive University of Maryland Baltimore Faculty CRN Released in Baseline University of Illinois High School XML Transcript Initial Review Georgia Board of Regents Mid Term Grades SunGard Construction University of Illinois MultiTerm Reg Localization Dalhousie University Parent Web Client Construction Rose-Hulman Inst. Of Tech Random Student Scheduler Demo SUNY SICAS Center Rolled Grade Reversal Job In Code Review University of Notre Dame SS Admissions - Agreement Page In Code Review University of Illinois Student Billing Modifications New Temple University Student Data Validation Initial Review Johnson County CC Student Holds SunGard Construction University of Illinois Transcript Pagination Client Construction University of Illinois Transcript Transfer Credit Initial Review University of Illinois Transfer Credit Equivalency Accepted for Test Drive Dalhousie University Unroll Courses In Code Review University of MD Baltimore Web Grades SunGard Construction University of Illinois 14

15 Banner Flexible Registration Release Date Component Release Key Features July Banner Flexible Registration Improved password reset and security questions Q4, 2010 Banner Flexible Registration Catalog search by course attribute Alternate PIN Advance search with a space Q4, 2010 Banner Flexible Registration TBD Compatibility with Banner Student 8.5 Q Banner Flexible TBD Focus on improved Continuing Registration Education/Further Education - To be prioritized by development partners This document contains forward looking statements based on current expectations, forecasts and assumptions of SunGard Higher Education that involve risks and uncertainties. Forward looking statements are subject to risks and uncertainties associated with SunGard Higher Education 's business that could cause actual results to vary materially from those stated or implied by such forward-looking statements. September 27, 2010 Confidential and Proprietary Information SunGard Higher Education 15 15

16 Flexible Registration Community Input from Ed Hauser to the dev partner group on 9/16: Thanks again for all the time and effort you put into prioritizing our next deliverables. We very much appreciate your efforts and patience. I m Im glad we were able to agree on an approach and I am happy we started with the highest priority item. For those not on the call we agreed to proceed with the #1 item on the list, but to minimize the scope for the first release and come back and look at expanded scope in a post 8.5 release. The number 1 item: 1-CHAYGD confirmation of registration (priority #1) We will follow the number item with the small sized items which include : 1-C8YATQ Display start date and end dates in the calendar view (priority #2) 1-BKSALL Display start date and end date in search results compact view (priority #3) 1-C8YATN Add course title to calendar view (priority #5) 1-C10DCX Standardize advanced search - more "Amazon" like (priority #7) Look for from Rorry Altmann as he will be setting up the development discussions with this group. Here is a link to the SunGard Higher Education commons. Find the Banner Student Community which is where discussion for Banner Flexible Registration take place. I will look into creating a private space for this group within that community. More details on that to follow. Please follow the link below and look at the instructional video and other postings on the Commons. If you want to create an account, follow the "Sign up" link at the top of the page. 16

17 Banner Flexible Registration Release Date Component Release Key Features July Banner Flexible Registration Improved password reset and security questions Q4, 2010 Banner Flexible Catalog search by course attribute Registration Alternate PIN Advance search with a space Q Banner Flexible TBD Compatibility with Banner Student 8.5 Registration confirmation of registration (RPE) Display start date and end dates in the calendar view (RPE) Display start date and end date in search results compact view (RPE) Q Banner Flexible Registration Add course title to calendar view (RPE) Standardize advanced search - more "Amazon" like (RPE) Confidential and Proprietary Information SunGard Higher Education 17 17

18 Banner Accounts Receivable Release Date Component Release Key Features Q3, 2010 Banner Accounts Receivable 8.2 Installment payment plan interest calculation add option for different calculation method Q Banner Accounts Receivable 82x 8.2.x Banner Evolution: Database Changes and Multi- Entity Processing Confidential and Proprietary Information SunGard Higher Education 18 18

19 Business Problems Help Learners Achieve Education Goals Meet Enrollment Targets Increase Retention Rates Leverage Financial Aid Target & Communicate with Students Proactively Meet Students Changing Needs Track Academic Progress Improve Graduation Rates Provide Easy to Use Technology and Tools Identify At-Risk Learners Meet Adult Learners Needs Do More With Less 19

20 Business Problems Current Focus in Banner Relationship Management Help Learners Achieve Education Goals Meet Enrollment Targets Increase Retention Rates Leverage Financial Aid Target & Communicate with Students Proactively Meet Students Changing Needs Track Academic Progress Improve p Graduation Rates Provide Easy to Use Technology and Tools Identify At-Risk Learners Meet Adult Learners Needs Do More With Less 20 20

21 Banner Relationship Management Engage more holistically and cost- effectively with core CRM capabilities Improve your ability to effectively engage and retain your students Proactively identify at-risk and excelling students using data from across Banner Gain greater insight into academic and non-academic factors that t influence student success 21

22 Banner Relationship Management Foundation for Student Engagement & Retention Provides building block for early alerts functionality Sets the stage for Student Retention Performance Complete the story with Degreeworks & Course Signals Student Engagement = Improved Outreach Engage g students to improve student progress and student success Improve student involvement at the institution 22

23 Banner Relationship Management: Early Alerts Early Alerts Functionality: Targeted Q Proactively identify at-risk and excelling students t Provide timely interventions and services Gain greater insight into academic and non-academic factors that influence student success Refine and improve retention programs Improve student retention and graduation rates Features Create & calculate alerts based on any Relationship and Banner data Retention Risk ratings (risk of stopping/dropping out) Faculty feedback and recommendations 23

24 Student Retention Performance: Key Needs Role Director of Retention, Registrar Key Need or Requirement How effective are my academic support programs and services in helping meet retention goals? How effective are my retention programs and targeted intervention strategies? Which programs are doing the best job of graduating students on time? What group or cohort of students should retention strategies focus on? Who is at-risk on our campus? Institutional Research, What is the relationship between students academic qualifications and Retention Analysts Advisors and Faculty subsequent first year college performance and retention to second year? How do college retention, and completion rates vary among groups of students, e.g. by financial means, geography, mobility, ethnic/minority group? Are there consistent trends over the last 3+ years? What do enrollment and course taking data indicate about the likely retention and degree completion rates of students Who is at-risk among my students? Are the targeted intervention strategies for the students t working? What are the student s goals and is the student achieving these goals? Is the student using campus services/resources? 2424

25 Student Retention Performance 1.0 Analytics Key Measures Multiple Dimensions Student Retention Cohort Retention Rate Student level/classification Institution, Program levels Academic program Year-over-Year Test score ranges GPA ranges Term-to-Term Demographics Multi-year Retention Rates Geographic Region year retention Resident/non-resident Student Progress BY Full/part time Graduation Rate School last attended year graduation rates First Year vs. Transfer Campus resident vs. Commuter Progress to Degree Advisor Student Level Progression Identified At-risk Student Credits Earned Course Participant Cumulative, Term GPA Activity/Athletics Participant Course Performance Grades, Credits, Quality Pts Rates/Counts by Status 25

26 Student Retention Performance Major Features Cognos Report Studio, Query Studio, Analysis Studio, Go! Dashboard Scorecard Scorecard View Goal, Objective, KPI Views Drill-down to reports Preconfigured KPIs and Template Scorecard Dashboards Role-based user-configurable dashboards with library of performance charts Director of Advancement, Gift Officer, Prospect Researcher Ad-hoc Analysis OLAP cubes for analyzing and comparing student retention and engagement trends Analyze Student Progress Retention trend and summary reports Cohort Comparison reports Prompted reports with drill-down Easily Customized by an institution Analyze Student Engagement Student progress & engagement summary & trend reports Student communications & interaction reports At-risk Student analysis Data Warehouse & Tools Enterprise Data Warehouse Integration with Banner, BRM Cognos Business Intelligence Tools Oracle Database Tools End-user Reporting Data packages for analyzing student retention, academic progress, course performance, student engagement Administration Metadata models Data Package administration Scorecard administration Snapshot administration User-definable attributes Student Retention Performance Portal BI Content Search Security Administration Dashboard configuration Performance Content Repository Luminis Single-Sign-On Integration 26

27 Take Aways Focus on the customer Your business Problems, not ours Become a member of the community Yours, not ours Community source The Commons Focus Groups/Development Partner Groups Open Digital Campus Vision Roadmap- opportunity for SaaS components Smaller releases Better UI For example Banner Evolution Electronic Receipts LAC Solution Center 27

28 Renee Pacini SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners SunGard. All rights reserved