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<Insert Picture Here> Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong, VP Higher Education Products

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Page 1: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

<Insert Picture Here>

Campus Solutions Looking ForwardCSU Campus Directors Update

October 14,2008

Mark Armstrong, VP Higher Education Products

Page 2: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

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.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement

Page 3: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Oracle Higher Ed – Global PresenceOracle Campus Solutions Footprint

APAC: 48• Australia: 23• New Zealand: 4• Singapore: 6• Hong Kong: 2• S Korea: 1• Pakistan: 8 *• India: 4

EMEA: 90+• UK: 7• Netherlands: 20• Lithuania: 50 *• France: 1• Spain: 1• S Africa: 4• Saudi Arabia: 3• Qatar: 3• Kuwait: 1• Jordan: 1• Dubai: 1

LAD: 6• Brazil: 3• Chile: 1• Colombia: 1• Argentina: 1

NA: 600+• US: 600+• Canada: 21• Mexico: 6

* System or Country License

Page 4: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Agenda

Campus Solutions 9.0 Adoption

The Evolution: 8.9, 9.0, 9.1 and beyond

Transformational Architecture: Impact Today and Tomorrow

Page 5: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Campus Solutions Implementations

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2006 2007 2008

CS9.0

CS8.9

CS8.0

CS7.6

n = 645 n = 653 n = 689** Based on GSC data snapshots 9/2006 and 9/2007. Forecast data for 2008 extrapolated from survey information.

Customers adopting CS9.0

7.6

8.08.9

9.0

Page 6: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Agenda

Campus Solutions 9.0 Adoption

The Evolution: 8.9, 9.0, 9.1 and beyond

Transformational Architecture: Impact Today and Tomorrow

Page 7: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

New for CS 9.0!Student Administration Integration Pack

• Academic Enterprise Solutions = A new product category for Oracle in Higher Education• Move from brittle point-to-point integration to standards based

services to support applications, technology and collaboration in the Academic Enterprise

• Student Administration Integration Pack• Connecting Academic to Administrative

• People, Courses, Enrollment and Outcomes• Batch and Real Time• Service Oriented Architecture• Supports (BPEL) for complex needs• Based on IMS Enterprise spec v2

Page 8: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Academic Enterprise SolutionsStudent Administration Integration Pack

Defined business processes provide simple but powerful way to associate courses and sections to course sites

Page 9: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Campus Solutions Evolution

ProtectProtect ExtendExtend

EvolveEvolve

Planning & Collaboration• Fin Aid Self-Service• LMS Integration• Online Applications• Quality Initiatives

Transformational Architecture• Service Enable CS• Integration – eBusiness HR, Financials• Constituent Data Hub• ID Management• New User Registration

Global Business Processes• Research Enrollment Management• Program Enrollment Model • Graduation Processing• CRM for Higher Education

RoadmapRoadmap

8.98.9 9.09.0

9.19.1

Transformational Architecture• Person Services• User-Centered Navigation• Data QualityPlanning & Collaboration• Student Center• Faculty Center• Student Services CenterGlobal Business Processes• Unicode• Test Score Load Redesign/Security• Prospect Creation• Equation Engine• Enrollment Appointment Redesign

Transformational Architecture• Flexible Transcript Design• Group Management utilitiesPlanning & Collaboration• Self-Service Usability• Enrollment Backpack• Advisement Program Guide• Modernized communicationsGlobal Business Processes• Student Groups• Multi-function External

Organizations• Fin Aid Packaging options• Fine-grained controls on Academic

Program activation

Page 10: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Global Business Processes

• Research Enrollment Tracking• Tracks research student’s application, milestones, LOA

• Program Enrollment Model• Supports non-US enrollment models

• CRM for Higher Education• Enhanced support for entire student/alumni lifecycle

• Graduation Process and Event Management• Business process automation; self-service for Events

• PAG Priorities

Page 11: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Planning and Collaboration

• Financial Aid Self-Service• Re-design, new content

• Student Administration Integration Pack (SAIP)• Non-enrollment based groups

• EPM Campus Solutions Warehouse• Continued enhancements to 3 Data Marts

Page 12: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

What percentage of applicants converted to actual students this term by career and program?

Campus Solutions WarehouseIntelligent Dashboard

What is the award amount and count of awards issued this aid year?

Can I get the Student Retention and Graduation rates year over year by Cohort, Gender and Ethnicity?

Page 13: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Transformational Architecture

Service-enabling Campus Solutions• Integration to EBiz HRMS, Financials• Affiliations• Self-Service Registration• Identity Management Integration• Master Data Management (Data Hub

integration)

Page 14: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Continued Product ReleasesPeopleSoft 9.1 Roadmap Progression

Develop Roadmap Candidate

List

Develop Roadmap Candidate

List

Validate Candidate

List

Validate Candidate

List

Refine Candidate

List & Estimates

Refine Candidate

List & Estimates

Finalize Release

Plan

Finalize Release

Plan

In Progress

DesignDesign

PeopleSoft 9.1 Timeline

Requirements From:• User Groups• Industry Strategy• Global Strategy• Support• Market Factors

Validation Groups• PeopleSoft Customer

Advisory Boards• PeopleSoft Strategy

Councils

CodingCoding

2007 2008

PeopleTools 8.49 GA Q2 2007

2009 2006

PeopleSoft Release 9.0and PeopleTools 8.48

Rollout

PeopleSoft Release 9.1and PeopleTools 8.50

Target Rollout

Page 15: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

The New Oracle User . . .

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

Blurs the line between work and play.Researches potential institutions, instructors, classmates

via social networks.

Page 16: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Agenda

Campus Solutions 9.0 Adoption

The Evolution: 8.9, 9.0, 9.1 and beyond

Transformational Architecture: Impact Today and Tomorrow

Page 17: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Apps are Solutions to help us solve business problems, not technology platforms

Letting customer and market business needs drive our strategy

Give us a manageable way to adapt and implement Fusion technology

Gradually introducing Fusion technology with new products and enhancements to deliver the best functionality.

Continue the evolution of products; this is a Journey

Exploring new release models, improving upgrade support

What we’ve heard What we’re doing

Enable us to take advantage of new functionality on a continuing basis

The Future ReleasesThe Fusion Releases

Page 18: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Transformational ArchitectureWhat it means for the business

• Enables sustainable integrations• Smart card, housing, data hubs, provisioning, etc…

• Creates a foundation for incoming information• Self service users• Web services• Batch transaction

• Allows for flexible extensions based on your needs• Construct of affiliations

• Elegantly exposes information from within CS to your campus systems• AND to other Systems in other technologies

Page 19: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Transformational ArchitectureWhy it’s important

• Extends our path to Fusion Technologies

• Integration end-points can be business solutions that we build using Fusion technologies

• Allows for interaction with Fusion Middleware

• Enables access to both new and ‘off the rack’ pieces from the Fusion technology stack.

Page 20: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Student Products EvolutionExpanded opportunities

• Combines Fusion with Applications Unlimited• Can embrace and use new Fusion pieces as

we continue to evolve our product• Can solve business problems using Fusion

technologies and make them available with our current product foundation

• Expanding opportunity, but not expanding the hurdles

Page 21: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Typical Migration vs. CS Evolution

• Depth of new functionality presents disruptive upgrade

• Vendors deliver new release and cut support for old release

• Limited tools for upgrading data and custom extensions upgrade

• Technology applied to solve business issues

• Minimize schema and architectural changes in enhancements

• Options for more flexible delivery vehicles

• Incremental introduction of new technology, with new capabilities

Release 2

Release 3

MyNextRelease

Rel

ease

9.0

Hig

her E

d Pr

oduc

ts

(Fus

ion

tech

)

8.9

Page 22: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

• Componentization• Person Model• Web Services• Search/Match

8.9

• Equation Engine• Prospect Creation• Localizations,

Unicode

• Student, Faculty “Centers”

• Improved UI• Student Ctr for

Admin staff

• Person Services• Student Groups• Fin Aid Packaging• European Invoice

• Enrollment Backpack• Population Selection• Flexible Transcripts

• Student Planner• Advisement “Cart”• Advisor Center

9.0

• Services Framework• Constituent Hub, IDM• New User

Registration

• CRM foundation• Graduation Mgmt• Program-based

Enrollment

• Fin Aid Self-Service• Standard (IMS)

Student & Academic Web Services

9.1Product Evolution – Functionality View

Transformational ArchitectureTransformational Architecture

Global Business ProcessesGlobal Business Processes

Planning and CollaborationPlanning and Collaboration

• Pervasive SOA architecture

• Integration – Fusion ERP• Fusion-based Student

modules

• Global Financial Aid• Expanded HE Business

Models• Customer, community

co-development

• Embedded analytics • Enterprise Web 2.0• Student Financial

Planning tools

. . . and beyond

Page 23: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

What will “Fusion” mean to me? Example of a business solution created using Fusion Technology

• Many core processes and constructs under consideration.

• And new possibilities…• Business concept of ‘content collaboration’• Bridges both Academic and Administrative realms• Academic - collaboration on papers, projects, even exams • Administrative - used by committees to annotate, mark up

documents such as applications and references.

Page 24: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Solution OverviewVery high level

• A browser-based application that’s inspired by an email client

• Document drafts are stored natively but displayed and annotated in-browser

• Each collaboration has its own discussion forum• Updates, updates, everywhere• Can act as a stand-alone application but is designed

to integrate everywhere• Built on the Fusion technology stack using mostly off-

the-rack parts

Page 25: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

Next Steps

• Continue to balance business priorities• Extending and improving current product• Keeping product current with market and industry forces• Expanding our offering to address new business problems

• Include in the balance – technologies• Fusion, Fusion MiddleWare, Peopletools, and others

• Continue to engage with the HEUG to better understand what’s the right balance.

• Stay Engaged – We will not succeed without a strong partnership.

Page 26: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

<Insert Picture Here>

PT 8.50 Planned Features

Reporting & AnalyticsServices & IntegrationUser Interface & User ExperienceLifecycle ManagementInfrastructure

Page 27: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

8.50 Planned FeaturesReporting & Analytics

• Integration with Fusion Analytics• Ease presentation of analytic content

• Improved services-based PSQuery access• Enhance integration with XML Publisher

• Expand report template options

• Expand PSQuery data source options

• Improve multi-channel report distribution

• Superior Ownership Experience enhancements• nVision, BOE, report distribution

Page 28: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

• Improved capability to build, test and deploy standard web services• Benefits apps’ and customers’ developer productivity • Enhance PSFT TCO by reducing cost to deploy SOA

• Certify latest BPEL engine, ESB/Fabric• Improve WS- support

• WS-Reliability• WS-Security

• Improve IB scalability in a clustered configuration

8.50 Planned FeaturesServices and Integration

Page 29: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

8.50 Planned FeaturesUser Interface/User Experience

• User Interface• Incorporate support for web 2.0 type elements

• Accomplished in a “backward compatible”, “non-disruptive”manner• Applicable to all applications and releases

(8.4/8.8/8.9/9.0)• Leverage options to improve UI responsiveness and reduce

network traffic• Selective page refresh for specific page events

• User Experience• Improve navigation & menus• Enhanced grid usability• Updated style sheet

• Adopt new design elements, improved look and feel for future application releases

Page 30: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

8.50 Planned FeaturesLifeCycle Management

• Adopt new release of install utilities

• Improve template management and customer usability of Change Assistant

• Application Management Pack

• Certification of latest Enterprise Manager release

• Support cooperative development of database changes

Page 31: CSU Directors update Oct 2008 - UPRM Directors update Oct 2008.pdf Campus Solutions Looking Forward CSU Campus Directors Update October 14,2008 Mark Armstrong,

© 2007 Oracle Corporation – Proprietary and Confidential

8.50 Planned FeaturesInfrastructure

• Platforms• Enhanced support for 64-bit Windows and Linux• Improved integration with Oracle Database security• Incremental adoption of new platform components

• Dev Tools• Improve PeopleCode Debugger• Developer Productivity improvements to App Designer

• Security• Improved SAML protocol support• Support for Oracle Access Manager (CoreID)• Support for Oracle Identity Manager (Xellerate)