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Pre-Implementation Project“Third-Quarter” Town Hall
September, 2013
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Project SponsorsRobert 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
• Douglas Burgess (PM), Registrar
• Anton Harfmann, Dean’s Council
• Patricia Krekeler (PM), UCIT
• Carol Metzger, Finance
• Caroline Miller (Co-Chair), Enrollment Management
• Lee Mortimer, Institutional Research
• Andrew Naab,Student Government
• Robin Pittman (PM),Business Core Systems
• 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
• Thomas Canepa, Admissions
• Paul Foster, UCIT (Blackboard)
• Nicholas Frame, Institutional Research
• Cecily Goode, One Stop Student Services
• Gary Grafe, UCIT (IT Architect)
• Ken Hirsch, College of Law
• Emily Kregor, The Graduate School
• Patricia Krekeler (PM), UCIT
• Bob Miller, Enrollment Management
• Mark Miller, UC Blue Ash
• Andrea Oaks, College of Medicine
• Dana Pawlowicz, Financial Aid
• Robin Pittman (PM), Business Core Systems
• M. B. Reilly, Public Relations
• Tara Warden, Academic Advising
• Ken Wolterman, Bursar
• Mark Young, 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 yearsAt institutions w/25,000+
Minimum Qualifications
Software Vendors /
Implementation Partners
DemosVisit www.uc.edu/sis
Product SupportProduct DevelopmentReliability & ViabilityFunctional CapabilityTechnical Capability
Scripted DemonstrationsReference ChecksCost of Ownership
Evaluation Criteria
Software Vendor
FinalistVisit www.uc.edu/sis
Implementation ServicesProject Management
Project StaffingReliability & ViabilityOn-Site Presentation
Reference ChecksCost of Implementation
Evaluation Criteria
Implementation Partner
FinalistVisit www.uc.edu/sis
Visit www.uc.edu/sis for full demo schedule
START TIME DAY 1 - SIS VENDOR DEMOS DAY 2 - SIS VENDOR DEMOS DAY 3 - SIS VENDOR DEMOS
8:00 AM KICKOFF
Financial Aid
Faculty
Advancement / Relationship Mgmt - CRM
End-User Reporting 8:30
Student System Overview ‘Cradle to Grave’ Processing
9:00 15 min break 15 min break 9:15
Transfer Articulation One Stop
Focus Session
Classroom and Event Scheduling
9:30
10:00 10:30 15 min break 10:45
Student Affairs
11:00 11:15 11:30 NOON LUNCH LUNCH LUNCH
12:30 PM 1:00
Recruiting / Admissions / Relationship Mgmt - CRM
Student Accounts
Registration and Records
Technical
Advising / Degree Audit / Retention
Management
Institutional Research 1:30 2:00 2:30 3:00 15 min break 3:30
Housing/Residence Life
4:00 4:30 5:00
5:30 6:00 Students
6:30 PM
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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