Enterprise Portal Discussions
Status & Proposed Next Steps
Agenda for today’s discussion Overview – Integrated one stop shop for
research administration
Debrief on Campus EAI Portal Grant
Proposal to move forward on selection of a new portal technology
DRAFT
The myths and facts about research administration and compliance
Myth: Central compliance offices have largest impact on level of compliance at the UW
Fact: How faculty manage their research activities has the greatest impact on compliance or non-compliance
Myth: Most faculty have staff who do all the research administration tasks for them
Fact: A 2005 FDP* survey found that the average faculty researcher spends 15% of their time on research administration
Myth: Good compliance and providing excellent support for faculty are mutually exclusive
Fact: Approaches that make it easier for researchers to manage their research administration and compliance accomplish both goals
Developing solutions that make it easier for faculty to manage their research activities will improve compliance
The proposed solution of a one-stop-shop provides personalized service that supports faculty and compliance
Manage Research from ‘idea to innovation’
Proactive ‘concierge’service
Integrated processeswith parallel processing
Integrated Information and guidelines
Automated notificationsof required tasks
Integrated data Personalized to individual’s needs
• Reduce confusion
• Save time looking for information
• Reduce administrative burden
• Increase time available for research and mentoring students
• Improve understanding of and ability to meet compliance requirements
• Make it easier to pursue new opportunities
The portal would leverage a suite of shared, enterprise applications and services supported by OIM
Integrated interface that adapts to group and individual needs Enterprise Portal
Automated business processes that flow across multiple offices & source systems
Enterprise Workflow
Integrated information and guidelines that can be re-used across multiple web-sites
Content Management
Integrated, accessible data that supports shared understanding
Enterprise Data warehouse
Integrators that ‘serve’ up information and features for use within the portal and across administrative systems Web services
These approaches are highly aligned to other projects and initiatives being undertaken at the UW
These enterprise applications serve as ‘backbone’ for multiple solutions across varied business lines, and are an excellent investment
Coordinated, multi-project approach delivers incremental improvement, and achieves the long-term vision
8. Training Registration & Tracking
4. Integrated Data
3. Integrated Content Management
2. Integrated Process Automation
7. IRB System
6. EH&S System
1. Integrated Portal
9. eSirius
10. CRBB System
11. UWTT System
5. SAGE Suite
FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16S
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Evaluation & Approach
Planning
Evaluation & Approach
P1 Dev & Reporting
P2 Dev & Reporting
P3 Dev & Reporting
Evaluation & Approach
Needs & Build/Buy
Build/Implementation
Needs & Build/Buy
Build/Implementation
Needs & Build/Buy
Build/Implementation
Proposal Development eAward
Sub-Forms
Replace & Extend eApprovals
Collaborative Community & Content Development
Implementation
Implementation
Incremental Integration of tasks, notifications, reports, content
Clinical Budget Integration
Full Life-cycle tracking & audit trail
Integration
Integration
Integration
Integration
Integration
P4: CRBB, EH&S, IRB P5: Training
Upgrades Integration
12. Coordinated Learning & Support
SAGE Suite Research Portal
DRAFT
** Select other project not shown: Expertise database, Conflict of Interest, current & pending, electronic bridge to financial systems (To name a few…)
Campus EAI Portal Grant Debrief
Findings Value of professional services offered was roughly equal to UW
matching financial contribution Integrations and services included in their My Campus extension of
Liferay product did not add significant value, based on our needs Options and flexibility decreased over the course of our discussions Vendor responsiveness was poor, personal reference checks raised
risks
Outcomes Declined grant award Developed consensus among technical community involved that we
should propose moving forward on selection of a new portal technology
DRAFT
Proposal Move forward on evaluating open source portal options
Assemble collaborative, cross-organizational team lead by project manager from UW Technology
Gain buy-in from development community, so we increase the likelihood of continued build out of portal offerings
Timebox evaluation, and draw upon knowledge base within our higher education peer community
Proposed project period: Sep 09-Jan 10 Proposed outcome: selection of new portal technology &
proposal for phase 1 implementation
DRAFT