Roadmap to Fusion

Initial Findings & Recommendations9/21/2006

1

Agenda

Thank You

Insight Approach

University and IT Goals

Financials, Student Admin, HCM, Infrastructure

Observations

Analysis & Recommendations

Future Roadmap

Next Steps

2

Roadmap to Fusion Process

• Understanding of RTF Program• Agreement on Focus Areas & Agenda

DiscoveryDiscoveryWorkshopWorkshop

SolutionSolutionDesignDesign

RoadmapRoadmapPresentationPresentation

InviteInvite

Roadmap to Fusion InsightRoadmap to Fusion Insight

• Business and IT Objectives, Challenges, & Needs

• Current and Future Landscape

• Business and IT Objectives• Applications & Technology Roadmap

• Observations and Recommendations• Benefits and Next Steps

Today

FusionFusionUpdatesUpdates

• Periodic updates to Roadmap

3

1. Establish an overall approach to Oracle Fusion

2. Align approach to accelerate University Goals and Objectives

3. Make incremental changes to your infrastructure

Executive Summary:

Bottom Line: Have a Plan

4

Enterprise Infrastructure: Procurement, Financials, Human Resources, Projects, Customer Data Management

Technological and Programmatic

Excellence

Technological and Technological and Programmatic Programmatic

ExcellenceExcellenceStudent Success and

AccessStudent SuccessStudent Success and and

AccessAccessEnrollment

Retention/RecruitmentEnrollment Enrollment

Retention/RecruitmentRetention/RecruitmentLeadership in

Information TechnologyLeadershipLeadership in in

Information TechnologyInformation Technology

Vision: Recognized as the Public Research University for NortherVision: Recognized as the Public Research University for Northern Ohion Ohio

Growth Goals and Objectives

MissionThe University of Akron, a publicly assisted metropolitan institution, strives to develop enlightened members of

society. It offers comprehensive programs of instruction from associate through doctoral levels; pursues a rigorous agenda of research in the art, sciences and professions; and provides services to the community. The

University pursues excellence in undergraduate and graduate education, and distinction in selected areas of graduate instruction, inquiry, and creative activity

Research and Economic Development

Research and Economic Research and Economic DevelopmentDevelopmentOperational ExcellenceOperational ExcellenceOperational ExcellenceIncrease On-line

PresenceIncrease OnIncrease On--line line

PresencePresence

Leadership Engagement Assessment Innovation Inclusive Excellence

RetentionRecruitmentEnrollmentAlumni donations……

5

Observations & Recommendations

6

What we heard

“”We don’t have the ability to do enterprise monitoring.”

“New development difficult because of resource constraints.”

“We have over 1 million personal records sitting in HCM.”

“We are data rich and information poor.”

“Our last Disaster Recovery test was 24 years ago.”

“Batch window is 6 hours and increasing.”

“Dedication and team work.”

“A lot of manual processes and validations.”

“We would like to increase our enrollment to 27K in the next 5 years.”

7

Financials

Expected BenefitsImplementation of Grants will improve reporting and billing capabilities, and will introduce the projects skill set needed to manage capital improvements. Billing and Receivables improves cash flow and eliminates legacy miscellaneous billing systems.

Enterprise Performance Management provides business intelligence across financials, student, and HCM and enables budgeting and forecasting

Fixed Assets, eProcurement and Expenses augment the core finance systems, enhance control, and eliminate costly legacy environments.

Expected BenefitsImplementation of Grants will improve reporting and billing capabilities, and will introduce the projects skill set needed to manage capital improvements. Billing and Receivables improves cash flow and eliminates legacy miscellaneous billing systems.

Enterprise Performance Management provides business intelligence across financials, student, and HCM and enables budgeting and forecasting

Fixed Assets, eProcurement and Expenses augment the core finance systems, enhance control, and eliminate costly legacy environments.

ObservationsLatest version, minimal customization AWESOME!

Grant and project accounting via the GL is functional but research funding is a top priority and only limited information is readily available on:

• Proposal win/loss rates

• Funding sources and overall level of sponsored research

• The University also has difficulty in billing sponsors at required levels of detail

• There is a need for more robust capital project management

The University needs budgeting and forecasting capabilities

Inadequate business intelligence available e.g. critical reports can be “manually generated” from the system but few are “automatically delivered” to decision makers

Currently fixed asset accounting relies on an aging legacy system

The University’s buying power could be concentrated by streamlining the procurement process.

There is an unmet need for travel and reimbursable expense management

ObservationsLatest version, minimal customization AWESOME!

Grant and project accounting via the GL is functional but research funding is a top priority and only limited information is readily available on:

• Proposal win/loss rates

• Funding sources and overall level of sponsored research

• The University also has difficulty in billing sponsors at required levels of detail

• There is a need for more robust capital project management

The University needs budgeting and forecasting capabilities

Inadequate business intelligence available e.g. critical reports can be “manually generated” from the system but few are “automatically delivered” to decision makers

Currently fixed asset accounting relies on an aging legacy system

The University’s buying power could be concentrated by streamlining the procurement process.

There is an unmet need for travel and reimbursable expense management

RecommendationsImplement Grants, Billing and Accounts ReceivableConsider adoption of an enterprise performance management system that provides

• Budgeting and forecasting with what-if analysis• Business Intelligence

Implement Fixed Assets & Evaluate Campus Lifecycle Asset ManagementExplore on-line requisition and bidding capabilitiesExplore automation of the travel and expense process

RecommendationsImplement Grants, Billing and Accounts ReceivableConsider adoption of an enterprise performance management system that provides

• Budgeting and forecasting with what-if analysis• Business Intelligence

Implement Fixed Assets & Evaluate Campus Lifecycle Asset ManagementExplore on-line requisition and bidding capabilitiesExplore automation of the travel and expense process

8

PeopleSoft Financials Support GA Dates & Support

2005 2006 2007 2008 2009 2010 2011 2012 2013

Enterprise 9.0 and 9.1 / PT 8.49, 8.50, 8.51

Fusion Applications

Upgrade Path

Premier Support

Tax and Regulatory

Fusion Middleware Certification

Sustaining Support

8.4 FINANCIALSGA March 2002 March 2007 Extended SupportMarch 2008

Extended Support not offered

GA Aug. 2005 Aug. 2011Aug. 2010 Aug. 2013

8.9 FINANCIALS

9

Evolve*

• Superior Ownership• Greatest Business Insight

• Contextual Analytics• Contextual Learning• Dashboards

• Evolutionary• BPEL• Hubs

* Oracle proprietary and confidential *Subject to change until delivered

Extend – 9.0*

• Integrate with Hubs• Customer Data Hub• Web-service enabled

integrations• Additional dashboards,

embedded analytics and reports• XML Publisher• Instant and ACE

• Process and Integration• Create and consume

standardized web services• BPEL Support

Protect – 8.9

• Best Practices• Increase TOE and Decrease

TCO• Industry Extensions• IT Governance • Asset Lifecycle Management

• IT Asset Management• Real Estate Management• Operating Equipment

Asset Management

Financials Evolution

10

Grants

UA’s Financials Enterprise Roadmap & Timeline

2006 2007 2008 2009 2010

8.9 to 9.X/Fusion

June

October

June

November

Planning & Budget

UNIX//OC4J (Web Tier) Oracle 10G

Financials

PlatformWarehouse

PT 8.48 XMLP

2011

8.4 to 8.9 Upgrade

FA/Asset Lifecycle Mgt

eProcurement

11

Student Administration – Campus Solutions

Expected BenefitsGet biggest bang for the implementation ‘buck’ –implement all of the new functionality from 8.9 & 9.0

Applications Unlimited allows for greater return on implementation investment and longer term planning to Fusion

Expected BenefitsGet biggest bang for the implementation ‘buck’ –implement all of the new functionality from 8.9 & 9.0

Applications Unlimited allows for greater return on implementation investment and longer term planning to Fusion

ObservationsHave highly customized releases of Campus Solutions

Greater user support to implement 9.0 than 8.9

Staffing Issues

• Functional/IT teams highly regarded and credited with successes in maximizing effectiveness of CS

• Functional users recognize staffing an upgrade will tax resources in key offices

Personalized communications is key ingredient in enrollment success

RDS may not be supported long term, requiring a data warehouse decision that will support CS

Summer term represents a challenge with significant manual processing (particularly financial aid)

Reporting

• Functional users skilled in PS Query and other reporting tools

• Not sure academic units are taking advantage of the reporting opportunities that are available

ObservationsHave highly customized releases of Campus Solutions

Greater user support to implement 9.0 than 8.9

Staffing Issues

• Functional/IT teams highly regarded and credited with successes in maximizing effectiveness of CS

• Functional users recognize staffing an upgrade will tax resources in key offices

Personalized communications is key ingredient in enrollment success

RDS may not be supported long term, requiring a data warehouse decision that will support CS

Summer term represents a challenge with significant manual processing (particularly financial aid)

Reporting

• Functional users skilled in PS Query and other reporting tools

• Not sure academic units are taking advantage of the reporting opportunities that are available

RecommendationsPerform a fit/gap of current customizations and 9.0 to retire some of the existing customizationsEvaluate business processes and take advantage of new functionality to limit new customizations and manual processesImplement 9.0

Utilize new XML Publishing Utilize communication enhancements including emailUtilize Population Selection Utilize Self Service to enhance the user experience (students, faculty, staff)

Evaluate Campus Solutions Data marts as replacement for RDS

RecommendationsPerform a fit/gap of current customizations and 9.0 to retire some of the existing customizationsEvaluate business processes and take advantage of new functionality to limit new customizations and manual processesImplement 9.0

Utilize new XML Publishing Utilize communication enhancements including emailUtilize Population Selection Utilize Self Service to enhance the user experience (students, faculty, staff)

Evaluate Campus Solutions Data marts as replacement for RDS

12

PeopleSoft HCM/CS Support GA Dates & Support

2005 2006 2007 2008 2009 2010 2011 2012 2013

Enterprise 9.0 and 9.1 / PT 8.49, 8.50, 8.51

Fusion Applications

Upgrade Path

Premier Support

Tax and Regulatory

Fusion Middleware Certification

Sustaining Support

8.0 HR/SAGA Aug. 2003 Extended SupportAug. 2008

Extended Support not offered

GA Dec. 2004 Dec. 2010Dec. 2009 Dec. 2012

8.9 HCM/CS

13

Evolve* • Holistic student success approach

• Constituent Relationship Management

• Enrollment Backpack Plus!• Academic Systems (LMS, Library

systems, etc.)• Research• Event Management• Career Services• Residence Life• Smart Cards

• Business Intelligence• Operational Dashboards, KPIs• Enrollment Management

Dashboard and Framework• Embedded analytics

Extend – 9.0*• Customer Satisfaction

• List of highest priority from each customer group (PAG)

• Virtual Campus• Self Service Enhancements • Enrollment ‘Backpack’ –

integrating Advisement functions with enrollment

• Payment Plans & Self Service Fees

• ‘What-if’ reports with multiple academic plans

• Campus Information Excellence• Student Administration datamart

• Global• European Invoicing

• Total Ownership Experience

Protect – 8.9• Architectural Enhancements

• Componentization• Services Framework – The

Person Model• Integrated Global Capabilities

• Country-Specific Requirements for Australia, New Zealand and the Netherlands included in Core Release

• Unicode Compliance• Continuous Improvement of

Usability and Functionality• Navigation, Layout and

Design• Functionality Improvements

Campus Solution Evolution

14

Upgrade 8.0 to 9.0

UA’s Campus Solution Roadmap & Timeline

2006 2007 2008 2009 2010June June

Evaluate & Deploy Student Warehouse

LINUX/OC4J (Web Tier)

Student Admin.

PlatformWarehouse

PT 8.48 XMLP

2011

Portfolio of customization

9.X to /Fusion

2012

Data record retention policy

Retire Brio

15

HCM

Expected BenefitsFaster processing; increase validity of data; insight into ‘bottlenecks’ in approval processingFree up resources time for other activitiesEliminate duplicate data entry and reduce staff data entryAbsence Management will allow employee’s to access and enter their time online. Data rules prevents inappropriate entries andreduces manual auditing requirements. Allowing the Department Heads to enter their staff updates and changes online will reduce the paper flow through HR tremendously, as well as the data entry/. Requests are processed more efficiently and error’s and lost forms reduced.Allowing staff to enter their time online will reduce a tremendous amount of manual entries, reduce errors and free seven resources for other tasks.

Expected BenefitsFaster processing; increase validity of data; insight into ‘bottlenecks’ in approval processingFree up resources time for other activitiesEliminate duplicate data entry and reduce staff data entryAbsence Management will allow employee’s to access and enter their time online. Data rules prevents inappropriate entries andreduces manual auditing requirements. Allowing the Department Heads to enter their staff updates and changes online will reduce the paper flow through HR tremendously, as well as the data entry/. Requests are processed more efficiently and error’s and lost forms reduced.Allowing staff to enter their time online will reduce a tremendous amount of manual entries, reduce errors and free seven resources for other tasks.

ObservationsHard working and very dedicatedOverall high frustration level with the various HR, Payroll and Benefits manual processes.Combination of every semester’s PAF volume and each PAF’s number of approvals causes delays in processing. Lost staff productivity due to manual research into the PAF delays. Not taking advantage of automation for running standard periodic reports; staff member manually runs these biweekly and monthly as needed, manually.Applicants enter their information online and print; HR then manually re-key information into the HCM rather than taking advantage of Applicant Tracking and Applicant Hire.Leave processing is a manual effort for all exempt personnel.Non-exempts use manual paper “bubble-sheet”timecards for time entry, which are manually audited by seven payroll staff members. Payroll currently takes 4 days to process.Search page customization had to be created to accommodate performance issues, which is caused by over 1 million person records in HCM.

ObservationsHard working and very dedicatedOverall high frustration level with the various HR, Payroll and Benefits manual processes.Combination of every semester’s PAF volume and each PAF’s number of approvals causes delays in processing. Lost staff productivity due to manual research into the PAF delays. Not taking advantage of automation for running standard periodic reports; staff member manually runs these biweekly and monthly as needed, manually.Applicants enter their information online and print; HR then manually re-key information into the HCM rather than taking advantage of Applicant Tracking and Applicant Hire.Leave processing is a manual effort for all exempt personnel.Non-exempts use manual paper “bubble-sheet”timecards for time entry, which are manually audited by seven payroll staff members. Payroll currently takes 4 days to process.Search page customization had to be created to accommodate performance issues, which is caused by over 1 million person records in HCM.

RecommendationsArchive the one million+ HCM historical person data, retire modifications and upgrade to HCM 9.0.

Utilize Time & Labor to automate time card processing.

Streamline forms processing through Manager Self Service and Employee Self Service and Workflow technology.

Taking advantage of report automation through Process Scheduler. Experiment with XML Publisher where appropriate.

Utilize eProfile Manager to allow department heads to enter and update employee information

Utilize the Candidate Gateway application to capture Applicant Data. Utilize the Absence Management product to automate leave requests and processing.

Implement Position Management.

RecommendationsArchive the one million+ HCM historical person data, retire modifications and upgrade to HCM 9.0.

Utilize Time & Labor to automate time card processing.

Streamline forms processing through Manager Self Service and Employee Self Service and Workflow technology.

Taking advantage of report automation through Process Scheduler. Experiment with XML Publisher where appropriate.

Utilize eProfile Manager to allow department heads to enter and update employee information

Utilize the Candidate Gateway application to capture Applicant Data. Utilize the Absence Management product to automate leave requests and processing.

Implement Position Management.

16

PeopleSoft HCM/CS Support GA Dates & Support

2005 2006 2007 2008 2009 2010 2011 2012 2013

Enterprise 9.0 and 9.1 / PT 8.49, 8.50, 8.51

Fusion Applications

Upgrade Path

Premier Support

Tax and Regulatory

Fusion Middleware Certification

Sustaining Support

8.0 HR/SAGA Aug. 2003 Extended SupportAug. 2008

Extended Support not offered

GA Dec. 2004 Dec. 2010Dec. 2009 Dec. 2012

8.9 HCM/CS

17

Evolve*

• Superior Ownership• Greatest Business Insight

• Contextual Analytics• Contextual Learning• Dashboards

• Evolutionary• Recruiting• ELM• Onboarding

• BPEL• Hubs

* Oracle proprietary and confidential *Subject to change until delivered

Extend – 9.0*

• Talent Management• Job Profile Mgr• ePerformance• eRecruit

• Contract Pay• ELM 9.0

• Learning Lifecycle• Complex Certifications

• Core Enhancements• Template Hires• US Garnishments• .pdf pay advice• Approval Workflows

Protect – 8.9

• Recruiting Solutions• Usability, Approvals• Services

• ePerformance• 360 degree raters

• Person Model• Contingent Workers

• Absence Management• Payroll

• Chartfield Integration• Overtime Calculations

• Row Security• Data Warehouse

HCM Evolution

18

Re-implement 9.0

UA’s HCM Roadmap & Timeline

2006 2007 2008 2009 2010June June

Evaluate & Implement HCM Warehouse

LINUX/OC4J (Web Tier)

Human Capital Mgt.

PlatformWarehouse

PT 8.48 XMLP

2011

Stream Business Processes

9.X to /Fusion

2012

Data record retention policy

T&L/eApps/Candidate Gateway

19

Infrastructure

Expected BenefitsSystem uptime/performance is increased through Oracle’s availability technologies, and administration is maintained through platform wide monitoring tool.

Data is managed and secured, and integrity is consistent by DB2 UDB migration to Oracle DB technologies, SAML/ASO, and IDM.

Users have greater SQL capabilities for ease of use, formats, and XML publisher for publication to the web (portals).

Defined processes that address the needs for data retrieval/storage.

Expected BenefitsSystem uptime/performance is increased through Oracle’s availability technologies, and administration is maintained through platform wide monitoring tool.

Data is managed and secured, and integrity is consistent by DB2 UDB migration to Oracle DB technologies, SAML/ASO, and IDM.

Users have greater SQL capabilities for ease of use, formats, and XML publisher for publication to the web (portals).

Defined processes that address the needs for data retrieval/storage.

ObservationsBackup time impacted by upgrades; therefore, increasing the timethat the system is idle and not utilized. Currently the downtimeamounts to six hours per day.

Data purging/archiving is very critical based on the fact that there are one million records over a sixteen year period residing in the production database.

Data cleansing is a manual process that is performed at minimal.

Users allowed to develop SQLs against production databases whichin turn impact system performance

Disaster Recovery is non-existent relative to the process for backups and their off-line storage locations.

Database monitoring tools for database administration and capacity planning are non-existent.

User profile/access is addressed by Microsoft Active Directory (LDAP) but the ability to provide access based on multiple roles/needs is lacking.

System to system Interfaces appear to be inconsistent and non-standard

Data security for sending and encrypting data is needed in some cases, specifically when communicating outside the extranet into the internet.

ObservationsBackup time impacted by upgrades; therefore, increasing the timethat the system is idle and not utilized. Currently the downtimeamounts to six hours per day.

Data purging/archiving is very critical based on the fact that there are one million records over a sixteen year period residing in the production database.

Data cleansing is a manual process that is performed at minimal.

Users allowed to develop SQLs against production databases whichin turn impact system performance

Disaster Recovery is non-existent relative to the process for backups and their off-line storage locations.

Database monitoring tools for database administration and capacity planning are non-existent.

User profile/access is addressed by Microsoft Active Directory (LDAP) but the ability to provide access based on multiple roles/needs is lacking.

System to system Interfaces appear to be inconsistent and non-standard

Data security for sending and encrypting data is needed in some cases, specifically when communicating outside the extranet into the internet.

RecommendationsDevelop and test a DR plan. Migrate applications off the mainframe onto open platforms and leverage commodity hardwareImplement a Data Records Retention process that addresses what data is needed and when to archive and purge. Establish a managed reporting environment through data warehousing that allows users to develop SQLs independent of theproduction environment.Implement standardized enterprise wide reporting solution Implement Identity Management capabilities as the means to provide security control across your IT infrastructure.Implement SOA and explore the way Fusion Middleware platform can help the university improve system & interface interoperability.Deploy SAML 2.0 in conjunction with ASO for data encryption capabilities.Explore and implement an enterprise-wide performance monitoring solution.Upgrade existing Enterprise Portal to PeopleTools 8.48, follow up by upgrade the application to 9.0, and explore Oracle Portal capabilities.

RecommendationsDevelop and test a DR plan. Migrate applications off the mainframe onto open platforms and leverage commodity hardwareImplement a Data Records Retention process that addresses what data is needed and when to archive and purge. Establish a managed reporting environment through data warehousing that allows users to develop SQLs independent of theproduction environment.Implement standardized enterprise wide reporting solution Implement Identity Management capabilities as the means to provide security control across your IT infrastructure.Implement SOA and explore the way Fusion Middleware platform can help the university improve system & interface interoperability.Deploy SAML 2.0 in conjunction with ASO for data encryption capabilities.Explore and implement an enterprise-wide performance monitoring solution.Upgrade existing Enterprise Portal to PeopleTools 8.48, follow up by upgrade the application to 9.0, and explore Oracle Portal capabilities.

20

Retirement of Legacy Apps

UA’s Infrastructure Roadmap & Timeline

2006 2007 2008 2009 2010June

Evaluate & Implement Enterprise Warehouse

Unix /OC4J (Web Tier) Gird Computing/Oracle 10G

Lifecycle Management

Platform

Warehouse

2011

Develop and Test DR

Evaluate & Deploy Enterprise-wide Monitoring

Collaboration

Upgrade Portal PT 8.48

Incrementally embrace SOA components

Streamline and standardize identity mgt.

GRID ROI/TCO

21

So what now?

22

Reinvent IT EconomicsFree Capital to Invest in Strategic Initiatives

InfrastructureInfrastructure

StrategicStrategicInvestmentInvestment

InfrastructureInfrastructure

StrategicStrategicInvestmentInvestment

SavingsSavings

TechnologySpend

Next Steps

● Evaluate and prioritize recommendations● Determine effort associated with recommendations● Obtain Senior Executive approval to proceed● Schedule follow-up sessions focusing on

– Application– Infrastructure

● Continue our trusted advisor relationship● Other????