CampusNexus Finance, HR & Payroll State of the Union. Robert Capello Product Manager

Transcription

1 CampusNexus Finance, HR & Payroll State of the Union Robert Capello Product Manager

2 Confidential Information The information presented in this session is proprietary and confidential to Campus Management Corp. Please do not share or discuss it with others outside of your institution/organization. This presentation may contain plans and forward looking statements and the information as presented may be subject to change. Any recording of this session is strictly prohibited.

3 Session Etiquette Please silence your cell phone Please avoid side conversations Please refrain from excessive typing If you must leave the session early, please do so as discreetly as possible Please fill out the session evaluation on the Mobile App Thank you!

4 4

5 Agenda Review Mission Microsoft Partnership Timelines Roadmap Enhancements FWS Faculty Management Roadmap 2016 Accreditation Tracking Tenure Tracking Position Budgets New UI R2GL Items Q & A

6 Our Mission Create a global ready Finance, HR and Payroll (ERP) application using the Microsoft Dynamics AX platform, built specifically for higher education, that can function independently but when tightly integrated with a student information system, provides a 360 degree view of campus operations for greater student achievement and institutional successes. Higher education focused Internationally ready Modern architecture and user experience 6

7 Why Build upon Microsoft Dynamics AX? Feature rich finance, HR & payroll modules Ability to build custom solution on top of the core Dynamics AX application Global ready Modern architecture Multiple deployment options Align strategies with Microsoft as a Global ISV partner 7

8 What is a Microsoft Global ISV?

9 Benefits of Being a GISV Campus Management is Microsoft s only GISV building a Higher Education solution on the Microsoft Dynamics AX platform Dedicated Microsoft Solution Architect support and access to Microsoft resources and team members Pre-Access to new User Experience patterns, technology and architecture Access to Microsoft Dynamics AX Customer Program 9

10 Initial Project Summary Product Vision Phase 1 Integration with CampusNexus Student Higher Ed specific functionality: Student Record and Ledger Fund source management IPEDs reporting (US) FWS Integration (US) Phase 2 Faculty Management Phase 3 Customer Feedback Migration to AX7 (fully Web-based product)

11 CampusNexus Finance, HR & Payroll Development Timeline Q4 Q1 Q2 Q3 Q Integration with CampusNexus Student Fund Source Ledger Student Accounting Module IPEDS Reports Pay Calculation Refunds to Students Work Study Integration Release Transaction in unposted state Faculty Management ACH Processing Integration Automated Release to GL IPEDS Set Up Delivered 12/14 Delivered 3/15 Delivered 7/15 Delivered 1/16

12 Insight 2015 to Insight 2016 Roadmap How did we do?

13 Insight 2015 to Insight 2016 Roadmap 2015 Q Q Q Q Q1 CampusNexus Finance, HR & Payroll Work Study CampusNexus Finance, HR & Payroll Faculty Self-Service Faculty Reporting Faculty Activities Track knowledge creation Faculty teaching performance Update to AX 7 Platform

14 Work Study

15 Work Study CampusNexus Student CampusNexus Finance, HR & Payroll Work Study Award Integration Flow Financial Aid Module HR Module Student Awarded Work Study Funds Student excepts a work study position Student created as an Employee Work Study awards assigned to Student Employee Work Study Student Employee begins working Update Financial Aid Award Ledger with Check #, Amt & Check Date Update Award Balances System confirms available funds, check issued Work Study hours entered for Payroll Payroll Module 15

16 Work Study Enables Work Study monitoring and management Supports multiple award types Federal, State & School Able to define award order (which to use first and percentage to use) when student has multiple awards Identifies a position as a Work Study position Eliminates double data entry from Student to Employee Passes paycheck information to Financial Aid module Views Award Balance in Financial Aid and HR/Payroll Provides visibility into Work Study awards in Fund Source Ledger

17 Faculty Management

18 Faculty Management Goals Provides the ability to Capture and manage faculty productivity Unify standards for faculty reviews Report and analyze the collective data Access data to create curriculum vitae (CVs) Enable easier accreditation preparation

19 Faculty Management Features Classify types of faculty Record faculty competencies Record knowledge creation items View teaching load View courses taught Record professional memberships Record participation on committees and boards Record data for and review faculty performance

20 Faculty Management Features Multiple configurations Stand alone (no SIS); with or without HR Integrated with SIS; with or without HR Features if integrated with CampusNexus Student Ability to choose which campuses to integrate with if using with SIS As faculty members are added to Faculty Management module they are sent to SIS (no double data entry) Courses taught are sent to from SIS to the Faculty Management module along with Number of students Registered Number of students who dropped or withdrew from the class Number of students who completed course Grades given and course grade average

21 Insight 2016 to Insight 2017 Roadmap What s ahead?

22 Product Strategy EDUCAUSE 2014 EDUCAUSE 2015 EDUCAUSE 2016 & Beyond Recruiter UX Major Enhancements Workspaces UX Data Gathering Calendars Social Preferences Meetings & Events Analytics And More Feature Rich, Enterprise CRM Talisma Separately or Together Event-driven Architecture Workflows New UX Data Discovery Expanded Workflows Auto Refunds GE Support Expanded UX Re-evaluate Aid Analytics Even More Robust, Flexible Term SIS CampusVue Cloud - Ready Student Ledger Fund Source Management HE Payroll IPEDS Federal Work Study Faculty Management AX7 UX Deployment Support World-Class ERP Dynamics AX Modern UX CampusNexus Architecture Embrace Microsoft Stack Leverage Design Point Architecture Framework UX Framework Power BI Key Microsoft Initiatives

23 CampusNexus Finance HR & Payroll Roadmap from CampusInsight 2016 to CampusInsight 2017 Continue to increase Higher Education capabilities within the Fin/HR/PR solution and adopt the new user experience 2016 Q Q Q Q Q Q2 CampusNexus Finance 2.1 CampusNexus Finance 3.0 CampusNexus Finance CampusNexus Finance 2.2 CampusNexus Finance 3.1 Faculty Management Additional Integration / Release to General Ledgers Accreditation Tracking Advanced Pay Allocation Rules Tenure Tracking Position Budgets AX 7 Migration

24 2017 Roadmap Items Additional Integration/Release to GL Items Support Subsidiary Ledger Transactions Support Merge Enrollments Remove Bank Account requirement for specific Fund Source types FAA Integration (check printing) Revenue Recognition and Student Revenue Ledger Automated Release to GL Data integrity synchronization and reports

25 2017 Roadmap Items Faculty Management Phase 2 Items Additional Items for Competencies (Courses Created, Artwork, Products) Configurable Curriculum Vitae Enhance Course Evaluation functionality Tenure Tracking Accreditation Tracking

26 2017 Roadmap Items Customer Feedback Items Streamline workflows and consolidate data input to fewer screens (HR & Payroll) Budgeting Module Updates (position budgets) Identify Base Pay and allow pay to be allocated across multiple main accounts AX7 Migration New user interface Web based

27 We value your feedback! Evaluate this session now on your mobile device or computer. campusinsight.com Note: All conference presentations may be downloaded after completing the post-conference survey ( ed to participants at the end of April).

28 Say It and Spray It! Follow us on use #CAMPUSINSIGHT16 and receive your complimentary hand sanitizer at the registration desk.

29 Questions Contact me at: Name: Robert Capello Phone: