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PeopleSoft Project Coordination |
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USM PS 6th Regional Conference Presentations (click on session title for presentation materials) (be patient, PowerPoints take time to load) USM Regional PeopleSoft Conference Friday, October 8, 2004 Rocky Gap Lodge and Golf Resort Sponsored by Frostburg State University Conference Theme: ANYTHING GOES! 9:00 9:30 a.m. Continental Breakfast and Welcome 9:30 10:20 a.m. Concurrent Session I Vanilla Without the Dots: Tips and Tricks for Admissions 8.0 Mark Jacque: Associate Director of Undergraduate Admission, Towson University This session will provide an overview of some successful strategies used at Towson University to keep the PeopleSoft admissions product as vanilla as possible while leveraging its functionality to streamline and make more efficient admissions business processes
"Improving Reporting Efficiency and Data Integrity - a Success Story in the Making at Coppin State" Mark J. Max, iStrategy Consulting This presentation will discuss how Coppin State improved reporting using iStrategy's HigherEd Analyzer Data Warehouse application. The solution consists of a relational data warehouse populated daily, OLAP cubes, web based reporting from ProClarity and an Executive Dashboard including Key Performance Indicators. The presentation will review examples of data integrity concerns with SQL based reports and how OLAP technology can improve data quality and reliability.
Student Refunds in Batch - A Case Study This session will utilize a case study example from the CSU-Fresno PSSF implementation and post go-live operations for simplifying and automating student refund posting via the Batch Refund process. Special attention will be given to the analysis of existing business processes prior to PSSF, how those processes were re-designed with PSSF Batch Refunding functionality in mind and how it all came together with actual day-to-day processing on the campus after go-live. Time permitting; participants will have the opportunity for starting the analysis and re-design process for their own USM institutions.
Application Maintenance - Tips and Tricks for Keeping Your Application Current Chris Kennedy, Senior Technical Consultant, The Cedar Group The session will include the following: 1) Tips and tricks for searching customer connection for patches and fixes, 2) Tips and tricks for applying patches and fixes, 3) Developing a maintenance schedule for applying patches and fixes (Financials and HR/SA), 4) Introduction to Change Assistant (new to PeopleTools 8.44 and higher
10:30 11:20 a.m. Concurrent Session II Creating Application Engine Processes: Transform Manual Processing to Batch Processing Susan E. Allan, Senior Consultant - Student Administration, The Cedar Group Application Engine is a delivered PeopleTool. Often working in concert with Mass Change, Application Engine jobs are helpful in the mass updating of tables and records. The advantage they offer over SQRs (standard query reports) is that they can launch PeopleCode and COBOL programs. Using Mass Change functionality, they place a lot of control into the functional users and alleviate technical resources from mundane tasks. Each application engine job is responsible for updating/inserting into a unique group of tables. Mass Change is used to identify the population and the table specific defaults to be updated. Delivered Application Engine jobs exist for Communications, Checklists and Comments; and User Profile Creation. Client specific Application Engine jobs have been successful in adding and deleting service indicators (holds) based on criteria from each Student Administration module and in inviting individuals to event meetings for the purpose of event tracking and communication. The presentation will discuss, in high level terms, how the Application Engine works; discuss the merits of Mass Change in relation to Application Engine; and discuss some of the advantages of the Application Engine processes over more conventional development mechanisms.
CRM for Higher Education - Powerpoint 1 Powerpoint 2 Kim Bazil, CRM Product Consultant, Education and Government PeopleSoft CRM for Enrollment Management 1. Marketing for Campaign planning and management. 2. Online Marketing Dialogs for Surveys and Online Applications 3. Telecounseling for Scripted Calling and Qualification of Prospects and or Alumni Pledge Drives 4. The Dynamic Profile Features, what does it do for you and why is it so important 5. Audience Segmentation easy to use and takes advantage of dynamic profiles
CRM for Student Care Contact Centers 1. The 360 degree view with Campus Solutions Integrations 2. Tracking all touch points (interactions with Existing Students, Prospective Students, Faculty and Staff) 3. Configure your contact center for efficient call handling and issue tracking 4. Knowledge Base Management for Online Solutions and Guides 5. Robust Student Self Service functionality to reduce need for calls yet still provide information and solutions to any type of issue
Andy Wolodkin, DBA, FSU Heidi Diaz , PeopleSoft Administrative Assistant, FSU This presentation will focus on the creation of student accounts using the Directory Business Interlink and Sign-On PeopleCode with Microsoft Active Directory on a Windows 2000 server. Among other things, some of the points discussed will be setting up the Directory Interlink, customizing Sign-On PeopleCode, extracting data from PeopleSoft and Designing Communications to notify students of account information and then creating a Mass Assign Communication.
PeopleSoft Parallels Life Or Maybe Its Life Parallels PeopleSoft Art Fridrich,
Managing Principal, Higher Education The experience of implementing PeopleSoft is much like the experience of life. At first we learn to respect, then we learn to trust, and ultimately we move towards transformation. This session reflects momentarily upon the experiences of the PeopleSoft implementation at Coppin State University where it was learned to respect the system, discusses where Coppin State University is now in learning to trust it, and culminates in talking about where the university hopes to go and where you might consider going in aligning the PeopleSoft suite with institutional strategic goals, as well as towards your eventual transformation
11:30a a.m. 12:20 p.m. Concurrent Session III
Anything Goes - Communicating with Students during the Admissions Process Shingirai Chanaiwa Director of Admissions, Bowie State University Vonetta Rector, Coordinator of Enrollment Programs, Bowie State University
Adding to Your Bag of Tricks: A few SR and AA Solutions Ken Epstein Cedar UMES has been live with Student Records for about a year and draft degree progress reports are being tested in a development environment prior to making them available to students and advisors. The year of experience has uncovered a number of conversion errors, we have come to realize that several of our initial setup decisions are not working exactly as we had hoped they would, and we have identified some of those nice to have functions that are really important. In this presentation we will talk about a few of our favorite solutions. Our tentative agenda includes:
We will introduce each solution by explaining the context in which the problem appeared, followed by a functional and technical explanation of how the solution works
PeopleTools 8.4x: Integration Broker - Features and Functions Paul Alexa, PeopleSoft PeopleSoft presents PeopleTools 8.4x: Integration Broker - Features and Functions. A discussion of the PeopleSoft open architecture and a demonstration of a home-grown integration between HRMS and Financials. Plus, learn the differences between application messaging and integration broker. Finally, a look at where technology is going in the next 6 months (i.e. new releases, high level changes)
Document Imaging/Content Management for Higher Education Ross Leisten, Enterpirse Business Systems Coordinator, Salisbury University Paul Ottariano and John Farruggio
Documentum ApplicationXtender allows you to quickly create an "electronic file cabinet" for information, enabling the capture, organization, and delivery of fixed content images, documents, reports and critical information. Our demonstration will show how you can further improve efficiencies by integrating ApplicationXtender with PeopleSoft allowing the viewing of documents while in the PeopleSoft system.
12:30 1:20 Lunch
1:30 3:00 Functional Breakout Session HR, Finance, Technical and Student Administration
3:00 3:30 Around the World in Thirty Minutes
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