The following is intended to outline our general - uprm.eduuprm.edu/cti/docs/patsi/2010/Higher Education... · Oracle EBS •Oracle EBS R12.2 Technology •Content Mgmt for AES Education

The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

Higher Education Solutions Roadmap

Curtiss Barnes

VP Education & Research Product Strategy

Mark Armstrong

VP Higher Education Development

Susan Beidler

Sr. Director, Student System Strategy

Higher Education Sessions of Interest

Tuesday

Time Title Location

1 pm Keys to a Successful PS Campus Solutions

Warehouse Implementation

Moscone S 200

2:30 pm BI, Analytics, Reporting and Predictive

Modeling: The Higher Ed Roadmap

Moscone W 3011

4 pm PS Campus Solutions Continuous Delivery

Model at the Univ of Colorado

Moscone W 3011

4 pm Challenges and Rewards of Driving Oracle BI Moscone W 30144 pm Challenges and Rewards of Driving Oracle BI

Enterprise Edition Standards

Moscone W 3014

4 pm Jump on the Oracle Service Bus –

Destination: A Hosted Procurement Solution

Marriot Hotel Salon 1

4 pm PS HCM 9.0 Successful Upgrade Moscone W 2018

5:30 pm Implementing Document Capture and

Imaging at Embry-Riddle Aeronautical

University

Marriott Hotel Nob Hill AB


Wednesday

Time Title Location

10:15 am Best Practices for Implementing the new

Oracle Higher Ed Constituent Hub

Moscone W 3011

10:15 am Understanding your PS Security One Layer

at a Time

Westin Hotel Metropolitan III

10:15 am Oracle’s EPM Applications Release 11.1:

Best Practices Customer Panel

Intercontinental Hotel

Intercontinental Rm C

11:45 am PeopleSoft Enterprise Meets the iPhone Moscone W 200711:45 am PeopleSoft Enterprise Meets the iPhone Moscone W 2007

1:45 pm Innovations using Oracle’s XML Publisher in

Education

Moscone W 3005

5:00 pm Effective Management of Suppliers and

Payments: PS eSettlements Panel

Moscone W 3007


Thursday

Time Title Location

9:00 am Clemson Univ Challenges and Fixes in

Implementing PS 9.0 Recruiting

Moscone W 2024

9:00 am On-Demand Customer Showcase: Maximize

the Value of Information Technology

Moscone W 3022

10:30 am Customer Relationship Management for HE:

Roadmap to the Right Selection

Moscone W 3011

1:30 pm Deep Dive: PeopleSoft Release 9.1 CRM for Westin Hotel1:30 pm Deep Dive: PeopleSoft Release 9.1 CRM for

Higher Education

Westin Hotel

Metropolitan II

1:30 pm Recruiting Solutions for PeopleSoft 9.1 HCM

and Beyond

Moscone W 2020

Program Agenda

• Higher Education Product Strategy

• ERP/CRM Product Updates

• Higher Education Product Updates

© 2009 Oracle Corporation – Proprietary and Confidential

Program Agenda





Oracle in Higher Education

UniversitySystems

PublicUniversities

9

Over 1000 Applications Customers in more than 30 Countries – Over 4500 Technology Customers

PrivateUniversities

CommunityColleges

Oracle Higher Ed – Global Presence

Campus Solutions Customers

10

Market Leader: Number Enrolled

Momentum: < 20% Market Share

Toehold: >1 Student License w/strategic potential

Global Themes in Higher Education

National / Regional Regulatory Compliance

Budget Accountability

and Transparency for constituents

End-User More Mobile Student

Virtual Research Collaboration(cross border)

11

Growing Reliance on Suppliers &

Partners

Competition forStudents & Faculty

Increased Scrutiny of Tuition Costs

End-User Sophistication

More Mobile Student

Population

Today’s Student . . .

Grew up on the Internet.Expects collaborative features from applications.

Blurs the line between work and play.Uses Social Networks not just for “friends” but to research

just about everything

Higher Ed – Solution Map

Business Operations Constituent

Management

Performance

& Analytics

Higher Ed

CRM

Student Admin (CS)Student Admin (CS) Learning Mgmt. Alumni DevAlumni Dev CS WarehouseCS Warehouse

GradebookGradebook PortfolioPortfolio Assessment

Degree Audit Scheduling Career Placement CS AnalyticsCS Analytics

SupportSupport Tele / MarketingTele / Marketing

Help DeskHelp Desk Online MarketingOnline Marketing Segment AnalyticsSegment AnalyticsRecruitingRecruiting

Business Operations Constituent

Management

Performance

& Analytics

Higher Ed

CRM

Student Admin (CS)Student Admin (CS)Student Admin (CS)Student Admin (CS) Learning Mgmt.Learning Mgmt. Alumni DevAlumni DevAlumni DevAlumni Dev CS WarehouseCS WarehouseCS WarehouseCS Warehouse

GradebookGradebookGradebookGradebook PortfolioPortfolioPortfolioPortfolio AssessmentAssessment

Degree Audit SchedulingScheduling Career PlacementCareer Placement CS AnalyticsCS AnalyticsCS AnalyticsCS Analytics

SupportSupportSupportSupport Tele / MarketingTele / MarketingTele / MarketingTele / Marketing

Help DeskHelp DeskHelp DeskHelp Desk Online MarketingOnline MarketingOnline MarketingOnline Marketing Segment AnalyticsSegment AnalyticsSegment AnalyticsSegment AnalyticsRecruitingRecruitingRecruitingRecruiting

13

ERP

Infrastructure

Event Mgmt.Event Mgmt. MultiMulti--Channel CommChannel Comm Campaign Mgmt.Campaign Mgmt.

HRMS/PayrollHRMS/Payroll Asset Mgmt.Asset Mgmt. Talent MgmtTalent Mgmt GRCGRC

Budget & PlanningBudget & Planning ProcurementProcurement Faculty WorkloadFaculty Workload HR/Fin AnalyticsHR/Fin Analytics

FinancialsFinancials GrantsGrants BenefitsBenefits HR/Fin WarehouseHR/Fin Warehouse

AIAAIA Content Mgmt.Content Mgmt. MDM (UCM)MDM (UCM)

SOA SuiteSOA Suite

Collab / Web CtrCollab / Web Ctr

SecuritySecurity

OBIEEOBIEE

IDMIDM

ERP

Infrastructure

Event Mgmt.Event Mgmt.Event Mgmt.Event Mgmt. MultiMulti--Channel CommChannel CommMultiMulti--Channel CommChannel Comm Campaign Mgmt.Campaign Mgmt.Campaign Mgmt.Campaign Mgmt.

HRMS/PayrollHRMS/PayrollHRMS/PayrollHRMS/Payroll Asset Mgmt.Asset Mgmt.Asset Mgmt.Asset Mgmt. Talent MgmtTalent MgmtTalent MgmtTalent Mgmt GRCGRCGRCGRC

Budget & PlanningBudget & PlanningBudget & PlanningBudget & Planning ProcurementProcurementProcurementProcurement Faculty WorkloadFaculty WorkloadFaculty WorkloadFaculty Workload HR/Fin AnalyticsHR/Fin AnalyticsHR/Fin AnalyticsHR/Fin Analytics

FinancialsFinancialsFinancialsFinancials GrantsGrantsGrantsGrants BenefitsBenefitsBenefitsBenefits HR/Fin WarehouseHR/Fin WarehouseHR/Fin WarehouseHR/Fin Warehouse

AIAAIAAIAAIA Content Mgmt.Content Mgmt.Content Mgmt.Content Mgmt. MDM (UCM)MDM (UCM)MDM (UCM)MDM (UCM)

SOA SuiteSOA SuiteSOA SuiteSOA Suite

Collab / Web CtrCollab / Web CtrCollab / Web CtrCollab / Web Ctr

SecuritySecuritySecuritySecurity

OBIEEOBIEEOBIEEOBIEE

IDMIDMIDMIDM

1. Expand Oracle support for the Higher Ed industry by integrating and extending relevant Oracle products (CRM, MDM, OBIA, IDM):• Industry and Enterprise focus: position and deploy products — ERP Apps, CRM, Analytics/BI, Collaboration products, etc. — in a Higher Ed context

• Integrate CS with EBS to migrate OSS customers, support certain regions

2.Deploy an architecture and release model that supports decoupling CS from PSFT HCM, and delivers functionality incrementally• Deliver enhancements to CS independently from the HCM product cycle

• Decreasing customer cost and risk associated with combined HCM-CS upgrade

Oracle Higher Ed Applications Strategy



• Deliver features and products on a SOA-based, extensible architecture that can evolve independently of PeopleTools

3.Maintain customer satisfaction by focusing on:• Timely regulatory updates

• Customer reviewed, non-invasive enhancements

• Leveraging the customer engagement model established with the HEUG

4. Support global business processes and improve competitive position in non-US regions• Leverage Oracle’s global reach to enter new and emerging markets

• Grow the Higher Ed customer base to better support customers world-wide

Program Agenda





Since acquisition, new versions of applications

product lines have been released

New versions are

EBS 12 EBS 12.1 EBS 12.2

Applications UnlimitedDelivering Innovation with New Product Releases

PeopleSoft 9.0

PeopleSoft 9.1

PeopleSoft 9.x

PeopleSoft 8.9

New versions areon the horizon

All backed by Oracle Lifetime

Support

Siebel 8.0 Siebel 8.1 Siebel 8.2

E1 8.12

WorldA9.1

E1 9.0

Fusion 1.0

WorldA9.2

WorldA9.3

E1 9.0.1


Higher Ed Industry Relevant Functionality in Current Releases:

Applications UnlimitedDelivering Innovation with New Product Releases

EBS 12

EBS 12.1

EBS 12.2

PeopleSoft 9.0

PeopleSoft 9.1

PeopleSoft 9.x

PeopleSoft 8.9

• Expanded Contract Pay Support

• CRM for Higher Ed – Enterprise CRM for

Constituent Lifecycle

• Grants PI Portal, Real-Time Budget Checks,

Multi-Year Grants

• Enhanced Commitment Control12 12.1 12.2

Siebel 8.0

Siebel 8.1

Siebel 8.2

E1 8.12

WorldA9.1

E1 9.0

Fusion 1.0

WorldA9.2

WorldA9.3

E1 9.0.1


• Expanded Analytics – Campus Solutions

Warehouse, Public Sector Warehouse, Grants

• Optimized Supply Chain / Procurement

Management

• HR Analytics

• Higher Education Constituent Hub

• Support for select Higher Ed processes in CRM

On-Demand

• Improved UI/UE across all products

Roadmap for the Future – Higher Education

PeopleSoft Enterprise

• Campus Solutions

Feature Pack 1

�Campus Affiliations

�Constituent Web Services

• Student Admin

Integration Platform

(SAIP)

• Campus Solutions

Datamart Content

• Workforce

Communications

• Talent Management


• CS Feature Packs

�Admissions web services

�Payment Gateway options

�CRM optimization

• Enterprise 9.1 Suite

�Contract Pay

�Enhanced KK

• CRM 9.1 for HE

• Grants PI Portal

• Workforce Scheduling

and Talent Prospector

• Hyperion Integration

Campus Solutions


�Web services

�Global features


• EPM9.1 for Higher

Education

• Enterprise Portal 9.x

Fusion Applications

• Organizational

Visualization & Social

Networking

• Oracle Fusion ERP Suite

Campus Solutions


�Web services

�Global features


• CRM for Higher

Education 9.x

• EPM9.x for Higher

Education

Fusion Applications

• Individual Oracle Fusion

Applications

• Oracle Fusion Higher

Delivered 2009 - 2010 2010 - 2011 After 2011

(C) 2009, Oracle. All rights reserved. This document is provided for information purposes only.

• Talent Management

Dashboards

• FMS Hub

Oracle EBS

• Oracle EBS R12.1

�Supply Chain optimization

�HR Analytics

� Improved UI

Technology

• Constituent Hub for

Higher Education

• Hyperion Integration

Fusion Applications

• Individual Oracle Fusion

Applications

• Academic Enterprise

Solutions – SAIP v2

EPM/Analytics

• Hyperion Planning

integration to ERP and

support for Education

processes

Technology

• PeopleTools 8.5

• Oracle Fusion ERP Suite

and Apps


Solutions

CRM On-Demand

• Education extensions for

specific processes

Oracle EBS

• Oracle EBS R12.2

Technology

• Content Mgmt for AES

• Oracle Fusion Higher

Education Administration

Suite


Solutions – SAIP v2

CRM On-Demand

• Education extensions for

specific processes

Technology

• Content Mgmt for AES

Oracle EBS

• Oracle EBS R12.x

The above reflects Oracle's current development plans, which are subject to change at any time

Program Agenda





1. Expand Oracle support for the Higher Ed industry by integrating and extending relevant Oracle products (CRM, MDM, OBIA, IDM):• Industry and Enterprise focus: position and deploy products — ERP Apps, CRM, Analytics/BI, Collaboration products, etc. — in a Higher Ed context

• Integrate CS with EBS to migrate OSS customers, support certain regions

2.Deploy an architecture and release model that supports decoupling CS from PSFT HCM, and delivers functionality incrementally• Deliver enhancements to CS independently from the HCM product cycle


Oracle Higher Ed Applications Strategy



• Deliver features and products on a SOA-based, extensible architecture that can evolve independently of PeopleTools

3.Maintain customer satisfaction by focusing on:• Timely regulatory updates

• Customer reviewed, non-invasive enhancements

• Leveraging the customer engagement model established with the HEUG

4. Support global business processes and improve competitive position in non-US regions• Leverage Oracle’s global reach to enter new and emerging markets

• Grow the Higher Ed customer base to better support customers world-wide

Integration: CS to HCM 9.1Deploying Campus Solutions and HCM in Separate Instances

CRM

8.9 | 9.0

Financials

8.9 | 9.0

EPM

8.9 | 9.0

PSFT ERP Products

Campus Solutions

S h a r e d D a t a

HCM9.0 | 9.1

S h a r e d D a t a

CWS

Synchronize• Person Model

• Location, Departments, Orgs, Job

• GL set up


Learning Management

IMS Standard

Payment Systems

Credit Card, ACH

Funding

Fed, State, Industry bodies

Reporting


3rd Party Products, External Trading Partners

PSFT HCM 8.9 | 9.0

S h a r e d D a t a

Current

Proposed

Planned / Partner

I n t e g r a t i o n

SAIP

Integration: CS to Siebel UCM

Higher Ed Constituent Hub (HECH)

CRM

PSFT

CRM OD

Financials

PSFT

EBS

EPM

PSFT

OBIA

Oracle ERP Products

HCM

PSFT

EBS

Campus Solutions

HECH

Siebel UCM CWS

Higher Ed Extensions

• Bio/Demo data

• Affiliations

• Search Match

Current

Proposed

Planned / Partner


Learning Management

IMS Standard

Payment Systems

Credit Card, ACH

Funding


Reporting


3rd Party Products, Trading Partners

SAIP


PSFT HCM

Solutions

3rd Party

Housing, Library, Med Ctr, POS

Campus

Dept, Legacy, System, Research

State/Province

K12, Dept of Ed, Labor

Campus Systems & Partners

UCM

Provisioning

OIM, 3rd party

LDAP

OVD, OID, 3rd party

CWS

Higher Ed Integration

Integrating the Higher Ed Enterprise

CRM

PSFT 9.x

CRM OD

Financials

PSFT 9.x

EBS 12.1

EPM

PSFT 9.x

OBIA (TBD)

Oracle ERP Products

HCM

PSFT 9.x

EBS 12.1

Academic EnterpriseCampus Solutions SAIP

HECH

3rd Party

Housing, Library, Med Ctr, POS

Campus

Dept, Legacy, System, Research

State/Province

Campus Systems

& Partners

CWS


Learning Management

IMS Standard

Payment Systems

Credit Card, ACH

Funding


Reporting


3rd Party Products, External Trading Partners

PSFT HCM

Collaboration

Workspace, ContentProvisioning

OIM, 3rd party

LDAP

OVD, OID, 3rd party

SolutionsCampus Infrastructure

SAIP

SAIPK12, Dept of Ed, Labor

Current

Proposed

Planned / Partner


Higher Ed Integration

CRM for Higher Education – PSFT CRM, CRM OnDemand

• Deliver CRM-based solutions to meet the needs of specific segments in the Higher Ed industry:

– PSFT CRM as the fully integrated, enterprise-wide constituent lifecycle support solution.

– CRM OD as the SaaS, department-level offering.

• Enhance Higher Ed business processes


• Enhance Higher Ed business processes via PSFT CRM 9.1 with industry extensions and expanded CS integration

• CRM OnDemand suits specific segments and regions, defend against SFDC industry penetration.

Analytics for Higher EducationSupport for the Complete Constituent Lifecycle

• Campus Solutions Warehouse gives HE institutions a powerful way to:

– gain actionable insights

– improve institutional operations

– secure reporting

Percentage of applicants converted to actual students this term, by career and program


– secure reporting

– meet compliance demands.

Student Retention and Graduation rates year over year by Cohort, Gender and Ethnicity

Campus Solutions Global GrowthSupport World Wide demand for integrated student systems

• Expand Campus Solutions support for non-US languages and business models to keep pace with the industry dynamic

• New Translations

– Simplified Chinese

– Korean

– UK English


• Product enhancements to support core non-US Student Admin business process models:

– Program Enrollment

– Research Enrollment Management

– Graduation Processing

Higher Ed Incremental Release ModelResponding to customer demand, sustainability challenge

2005 06 07 08 09 10 11 12 13 14 15 16 17 18 • Campus Solutions and HCM are built in the same instance

• Customers: Major upgrades are too disruptive in the current and foreseeable climate

• The release cycle must be more flexible and cost effective• Show customers ROI beyond Regs and ProductCampus

Solutions

Campus Solutions

HCM8.98.9


HCM9.19.1

• Show customers ROI beyond Regs and maintenance

• Gain agility by decoupling Higher Ed from PSFT HCM release cycles

• Reduce Oracle support overhead by shifting to a single release stream

• Campus Solutions adopted an incremental release model in 2009 to deliver features, products on the latest release (9.0)

HCM

ProductEvolutionSolutions

9.09.0

Product Support and IntegrationHigher Ed View

• PSFT 9.1 releases will not include Campus Solutions

• CS 9.0 Premier support extended annually

• Customers can stay in shared CS/HCM instance until support retires (2014)

• CS 9.0 must integrate with all relevant ERP products:

CY 2005 06 07 08 09 10 11 12 13 14 15 16 17 18

Higher Ed Apps ProductEvolution9.09.0

Campus Solutions

HCM8.98.9

HCM

Integration


Financials9.19.1 CRM

HCM

PSFT

EPM

all relevant ERP products:

• CRM 9.1 – 2009

• EBS 12 – 2009 • HCM 9.1 – 2010• Financials 9.1 – 2010• EPM 9.1 – 2010• Fusion – TBD

Fusion (ERP)

EBS 12.x12.x

Continuous Delivery Support Timeline – CS 9.0 A Conceptual View

2008 2010 2011 2012 2013 2014 2015 2016200920072006

Support Window – GA (Dec 2006 – Dec 2011)

GA 2006

Support Window – Current (through Dec 2012)

= Premier Support = Extended Support (3 years)

Support Window – Current (through Dec 2012)

March 2009

Support Window – Next Year (through Dec 2013)

January 2010


Feature PacksKey to the new Software delivery model

• Definition– One or more new features delivered as part of the current codeline of CS 9.0.

– Posted to My Oracle Support, just as we post maintenance bundles.

• Schedule/Frequency– Approximately two each year, dependent on the size or number of new features.

• Content– No rigid definition for what a feature pack will include.

– May contain schema changes and significant changes to the codeline.

• Pre-requisite – CS 9.0 code line

– Normal maintenance schedule: feature packs will assume you are current on maintenance. – Normal maintenance schedule: feature packs will assume you are current on maintenance.

– Contents of a feature pack are prerequisites even though you do not have to turn the functionality “on”.

• Feature pack contents part of the subsequent maintenance bundle.

– Feature packs can be applied as part of a bundle.

• Regulatory and Support Development Bundles vs Feature Packs– Maintenance schedule and contents (e.g., regulatory updates, bug fixes) remains the same

– FP contents are contained in the maintenance bundle immediately following the release of a FP

– FPs will generally be delivered as “off” in the bundle, so customers are not required to deploy the new functionality.

• Feature Packs coordinated with other product lines (e.g., CRM, EPM)– Development and release activities will be coordinated across the other product lines.


Feature Pack 1

It’s all about the Constituent

Enrich and extend data about a constituent1. Attach a meaningful attribute – an “affiliation”

• Defines the role(s) that person has with your campus

• Can be used in a variety of ways – our extensible framework

means that your use is limited only by school’s imagination!

2. Provide mandatory foundation piece – web service – to connect the 2. Provide mandatory foundation piece – web service – to connect the

data about constituents within your systems

• The service is the enabler for improved integration

• Constituent Web Service is the cornerstone for providing person

data in business process flows

• Reduce duplicates in Campus Solutions

– Search/Match can now search against an external data source

(e.g., a data hub)


Constituent Web Service

Institutions can use the constituent web service to

integrate constituent data between Campus Solutions

and other external systems.

• Notifies integrated systems when constituent data in CS is created

or updated

– External systems can use this notification to synchronize their

version of the constituent or to perform processing based on the version of the constituent or to perform processing based on the

changed data.

• Allows integrated systems to update a constituent’s information in

CS, such as adding a new address or changing the constituent’s

name.

• Allows integrated systems to retrieve a constituent’s information.

• Enables Campus Solutions users to run Search/Match against an

external constituent repository, such as a data hub.


External Search/MatchBusiness Benefits

• Duplicate reduction– Provides more complete lists of potential duplicate Ids in your entire campus environment, including Ids that reside outside the HCM database

• Search more than HCM– Enables institution to perform searches within the external system and import the records into Campus Solutions

– Flexibility to search either HCM or the external system or both– Flexibility to search either HCM or the external system or both

• Allows an import of record directly from search results into Campus Solutions

• Maintained existing S/M user interface for maximum usability– Search results show combined results of search (e.g., some results from CS and some from external data hub)

• Leverages existing setup parameters and security configuration

• If data hub is used with advanced searching capabilities (e.g., “fuzzy matching”), you have more comprehensive search results


Affiliations to InstitutionsTrack roles across time

• User Defined definitions

• User Defined rules for “Activating” and “Inactivating” affiliations

• Hierarchies

(Student / Undergrad / Engineering)

• Extensible – able to react to changes in any data in the system

Applicant

Student Student Worker

Faculty

Donor

Prospect

Affiliation Icon on Person pages –links to View Affiliation page


Higher Ed Products Release TimelineIncremental Delivery Model – Feature Packs

Campus Solutions

FP 3 TBD

Admissions Web Services

New User Reg

FP XX, YY TBD

HCM integration—PSFT, EBS

Fin 9.1 integration

CS Language Pack

Feature Pack 1

July

Constituent Web Services

Affiliations v1

Faculty Self-svc

FP 2 2009

CRM 9.1 integration

EBS Fin integration

Credit Card & StdntPayment enhncemnt


UCM Higher Ed Constituent Hub (HECH) July

Q4 FY09 Q1 FY10 Q2 FY10 Q3 FY10 Q4 FY10 Q1 FY11 Q2 FY11

UCM (Meribel)

TBD

HECH enhancements

Other Releases for Higher Ed

AIA 3.1 TBD

Higher Ed Foundation Pack

PSFT 9.1

EPM TBD

PSFT 9.1

HCM Sep

CRM Oct

FMS/Grants TBD

Things to Consider

Oracle product timelines mean a sustained business

and product lifecycle for the existing applications

– Breadth and depth of the portfolio cannot be matched by any

vendor in the HE spacevendor in the HE space

• Focus on getting to updated versions of ERP, CRM and

Analytics to continue driving and creating value for your

Enterprise

– Campus Solutions is on an independent trajectory, will adopt

Fusion tech stack and evolve to a Platform Strategy over time

• Focus on getting to CS9.0 and taking advantage of

incremental updates and technology evolution


For More Information

search.oracle.com

Higher Education

or

oracle.com

Documents

The following is intended to outline our general - uprm.eduuprm.edu/cti/docs/patsi/2010/Higher Education... · Oracle EBS •Oracle EBS R12.2 Technology •Content Mgmt for AES Education