Student Administration Transformation
September – December, 2009
COMMUNICATION MESSAGE
SUBJECT: PEOPLESOFT CAMPUS SOLUTIONS V9.0 DEMONSTRATION SCHEDULE
Please join us for the next step in the Business Process Discovery phase of the Student
Administration Transformation Program. We will be conducting demonstrations of PeopleSoft
Campus Solutions version 9.0 during the week of November 16 – 19, 2009 according to the
schedule below. These demonstrations will highlight features that will address some of the
business process issues that you have identified and present new features that will help you
envision better ways in which your business processes could be conducted.
Day
Mon
16-Nov
Tue
17-Nov
Wed
18-Nov
Thurs
19-Nov
Time
Topic
Business Processes
Room
1:00:-4:00
Self-service
Student self-service
Mitby
9:00-12:00
Admissions/
Recruitment
Create & Manage Curriculum-Course & Program/Certificates, Wait
list-Programs, Recruitment, Admissions-certificates, Student Group
usage and control, Creating Prospects, Last Prospect Date and Last
Admit Term Fields, Education Tracking, Prospect and Application
Deletion.
Mitby
1:00-3:00
Student
Records
Create & Manage Curriculum-class, Wait List-class, Registration,
Room Scheduling, Flexibility for late admitted students, Enhanced
setup/functionality for transcripts, Transcript Batch Processing,
Transcript Purge, Transcript Request Inquiry, Class permissions,
Transfer credit grade recording, Grading Scheme Table, Service
Impacts (Better control of student drops)
Mitby
3:15-4:30
Academic
Advising
Degree Progress, Early Intervention, Transfer Credit Evaluation &
Articulation, Advisee Information in Faculty Center, Degree Progress
Report redesigned
148D
9:00-12:00
Self-service
Student self-service
Mitby
9:00-12:00
Academic
Advising
Degree Progress, Early Intervention, Transfer Credit Evaluation &
Articulation, Advisee Information in Faculty Center, Degree Progress
Report redesigned
220C
1:00-3:00
Admissions/
Recruitment
Mitby
1:00-2:30
Student
Financials
Create & Manage Curriculum-Course & Program/Certificates, Wait
list-Programs, Recruitment, Admissions-certificates, Student Group
usage and control, Creating Prospects, Last Prospect Date and Last
Admit Term Fields, Education Tracking, Prospect and Application
Deletion.
Self-service (1098T, Misc Fees, Payment Plans), Equation Engine,
Tuition Calculation, Billing, Population Selection, Self-service for
Financials
2:30-4:00
Financial Aid
Self-service: Award Acceptance, Loan Direct Lending; Financial Aid
in 9.0
142B
9:00-12:00
Student
Records
Create & Manage Curriculum-class, Wait List-class, Registration,
Room Scheduling, Flexibility for late admitted students, Enhanced
setup/functionality for transcripts, Transcript Batch Processing,
Transcript Purge, Transcript Request Inquiry, Class permissions,
Transfer credit grade recording, Grading Scheme Table, Service
Impacts (Better control of student drops)
Mitby
142B
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Student Administration Transformation
September – December, 2009
Day
Time
8:30-10:00
Topic
Student
Financials
Business Processes
Self-service (1098T, Misc Fees, Payment Plans), Equation Engine,
Tuition Calculation, Billing, Population Selection, Self-service for
Financials
Room
220C
10:30-12:00
Financial Aid
Self-service: Award Acceptance, Loan Direct Lending; Financial Aid
in 9.0
220C
We have summarized below the consultants who will be conducting the demonstrations. If you
have any questions regarding the process, schedule and/or your participation, please contact
Sharon Kelley. Thank you for dedicating time to this important Program initiative.
ADMISSIONS DOMAIN:
DAN KLEIN
Mr. Klein brings more than 15 years of higher education industry experience and more than
seven years of PeopleSoft experience to his role with CedarCrestone. His expertise lies in his
ability to improve and set up business processes. Mr. Klein has been involved in all aspects of the
project lifecycle including fit/gap analysis, business process, implementation, upgrade and
production support. On his current assignment, Mr. Klein is involved with a multi-campus
university system implementation of PeopleSoft 9.0. Mr. Klein was Director of Enrollment
Services at Valley City State University.
LINDSEY SHODA
Ms. Shoda has worked with the PeopleSoft Student Administration System since 1996 when she
served as a PeopleSoft Beta Partner at Southern Methodist University. She has significant
experience in project planning and definition, functional implementation, business process design,
communication coordination, and end user training. In her most role at the Maricopa Community
Colleges, she served as the Project Lead where she participated in all phases of the PeopleSoft
8.0 Student Administration implementation. Examples of her client work include Stanford
University, Boston University and Palomar College. She was the Associate Director of
Admissions at Southern Methodist University.
STUDENT RECORDS AND ACADEMIC ADVISING DOMAIN
LYNNE HANRAHAN
Ms. Hanrahan brings 18 years of experience in higher education and Student Administration to
her consulting role at CedarCrestone. Ms. Hanrahan’s experience includes 10 years
implementing Student Records, Academic Advisement, and Contributor Relations from
PeopleSoft 7.6 to 9.0. She also has experience managing degree audit and articulation systems
with emphasis on business process re-engineering, instructional management, and student
services. Ms. Hanrahan has worked with numerous clients including Case Western Reserve
University, The College of New Jersey, University of Maryland University College, Long Beach
Community College, Frederick Community College. She was the Information Coordinator for
Duke University.
JOY BLAIR
Ms. Blair has more than 10 years of experience in higher education and eight years working with
PeopleSoft as a functional analyst. Ms. Blair has experience with PeopleSoft 7.6 through 9.0, and
has participated in full project lifecycles for implementations and upgrades. She has deep
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Student Administration Transformation
September – December, 2009
expertise in the areas of graduation, transfer credit, test credit and administrative record changes.
She has cross-modular experience in developing instructional materials and delivering training for
various areas of PeopleSoft Campus Solutions system. Examples of some of her client work
include Case Western Reserve University, and the Nebraska State College and University
System. She was Assistant University Registrar at the University of Central Florida.
FINANCIAL AID DOMAIN: MICHELE OKABE
Ms. Okabe is a business systems analyst with extensive knowledge of federal and state financial
aid regulations and practices. Ms. Okabe has served in an analyst and advisor role for numerous
projects. Examples of her client work include the University of California–Santa Cruz where she
led the financial aid implementation. She also was the Financial Aid lead at the City University of
Seattle and Coppin State University. Ms. Okabe has been involved in several aspects of the
project lifecycle including business redesign, customizations, end-user training and production
support. Currently, she is consulting in financial aid at the Nevada System of Higher Education.
STUDENT FINANCE DOMAIN: TED BURKHARDT
Mr. Burkhardt’s career in higher education spans more than 18 years and includes nine years
experience with PeopleSoft implementations and upgrades for Purchasing, Accounts Payable,
Asset Management and Student Financials. In his most recent role, Mr. Burkhardt led the Student
Financials implementation for California State Bakersfield. He has managed purchasing and
accounting staff and implemented e-commerce solutions including procurement card, office
supply, and online requisitioning systems. Mr. Burkhardt has been involved in many aspects of
the project lifecycle including, fit/gap analysis, detail design documentation, and production
support. In addition, he has been responsible for end-user training. Examples of his clients
include MassBay Community College, California State University–Bakersfield, University of
Maryland University College, and California State University–Fullerton. He was the Purchasing
Manager at Central Washington University.
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