Pre-Implementation Project
“Third-Quarter” Town Hall
September, 2013
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Project Sponsors
Robert Ambach,
Senior Vice President of Administration and Finance
Beverly Davenport,
Senior Vice President and Provost
Nelson Vincent,
CIO and Vice President of Information Technologies
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Steering Committee
• Aurora Bennett,
College of Medicine
• Andrew Naab,
Student Government
• Douglas Burgess (PM), Registrar
• Robin Pittman (PM),
Business Core Systems
• Anton Harfmann, Dean’s Council
• Patricia Krekeler (PM), UCIT
• Carol Metzger, Finance
• Caroline Miller (Co-Chair),
Enrollment Management
• Lee Mortimer, Institutional
Research
• Jim Plummer (Co-Chair),
Administration & Finance
• Russell McMahon, Faculty
Senate
• Nelson Vincent (Co-Chair),
UCIT
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Project Team
• Douglas Burgess (PM), Registrar
• Bob Miller, Enrollment Management
• Thomas Canepa, Admissions
• Mark Miller, UC Blue Ash
• Paul Foster, UCIT (Blackboard)
• Andrea Oaks, College of Medicine
• Nicholas Frame, Institutional
Research
• Dana Pawlowicz, Financial Aid
• Cecily Goode,
One Stop Student Services
• Gary Grafe, UCIT (IT Architect)
• Ken Hirsch, College of Law
• Emily Kregor, The Graduate School
• Robin Pittman (PM),
Business Core Systems
• M. B. Reilly, Public Relations
• Tara Warden, Academic Advising
• Ken Wolterman, Bursar
• Mark Young, UCIT
• Patricia Krekeler (PM), UCIT
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Project Timeline – Phases I & II
Phase 1 & 2 Accomplishments
• Requirements Gap Analysis
• Critical Issues & Risk Analysis
• Options Assessment
• Readiness Assessment
• All resulting in a recommendation to proceed with
Vendor and Implementation Partner RFPs
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Project Timeline: – Phases III & IV
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Summer Semester Activities
• Prepare a request for proposals (RFP) for a software
product and an implementation partner
– Electronic RFP utilizing DecisionDirector electronic tool
• Both RFP’s released on August 19
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Fall Semester Activities
• Evaluate the RFP responses for the software vendors
and the implementation partners
• Evaluate the vendor demonstrations and
implementation partner presentations of the top
finalists
• Perform reference checks
• Select the finalist
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Software and Implementation Services
Vendor Selection Timeline
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Selection Process
• Steering Committee will review RFP responses to
determine respondents that meet minimum
requirements
• Steering Committee and Project Team will review
and score the RFP responses.
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Selection Process Continued
• Finalists will be invited to campus to present scripted
demonstrations based on University requirements
• Demonstration participants will provide feedback
• Steering Committee and Project Team will review
demonstration feedback and incorporate into the
scoring process
• Steering Committee and Project team will conduct
and score reference checks
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At least Five installations
Two w/in last three years
At institutions w/25,000+
Minimum
Qualifications
Software
Vendors /
Implementation
Partners
Demos
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Product Support
Product Development
Reliability & Viability
Functional Capability
Technical Capability
Scripted Demonstrations
Software
Vendor
Reference Checks
Cost of Ownership
Evaluation
Criteria
Finalist
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Implementation Services
Project Management
Project Staffing
Reliability & Viability
On-Site Presentation
Implementation
Partner
Reference Checks
Cost of Implementation
Evaluation
Criteria
Finalist
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START
TIME
DAY 1 - SIS VENDOR DEMOS
DAY 2 - SIS VENDOR DEMOS
DAY 3 - SIS VENDOR DEMOS
8:00 AM
KICKOFF
Faculty
End-User Reporting
15 min break
15 min break
8:30
9:00
9:15
9:30
10:00
10:30
10:45
11:00
11:15
11:30
NOON
12:30 PM
1:00
1:30
2:00
2:30
3:00
3:30
4:00
4:30
5:00
5:30
6:00
Student System Overview
‘Cradle to Grave’ Processing
Financial Aid
Transfer
Articulation
Advancement
/ Relationship
Mgmt - CRM
Classroom and Event
Scheduling
One Stop
Focus Session
15 min break
Student Affairs
LUNCH
Recruiting /
Admissions /
Relationship
Mgmt - CRM
LUNCH
Student
Accounts
Registration and
Records
LUNCH
Technical
Advising / Degree
Audit / Retention
Management
Institutional Research
15 min break
Housing/Residence Life
Students
6:30 PM
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Decision Process
• Steering Committee will review final scores and
select the finalist for the vendor product and
implementation partner
• Contracts will be negotiated
• Board of Trustees will be presented with final
recommendation for approval
• Contracts will be signed
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Questions, Comments, or
Concerns?
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E-mail to sis@uc.edu