Technology: The Tools that We Use (Part 2) Presented by: William (Bill) Edmunds Gentleman s C Higher Ed Consulting April 24, 2017

Transcription

1 Technology: The Tools that We Use (Part 2) Presented by: William (Bill) Edmunds Gentleman s C Higher Ed Consulting April 24, 2017

2 1. Process: How we do our Work (Part 1) 9:30 AM Today 2. Technology: The Tools We Use (Part 2) 2:45 PM Today 3. People: Who Does the Work (Part 3) 9:00 AM Tomorrow Attend all 3 or Pick 1 that Interests You

3 Introduction of Speaker 3 Legs of Process Improvement Review Process Basics Technology Common Myths & Reality What is ERP Technology Do s Technology No No s What s Hot in Technology What Are You Doing Technology Discussion? Questions

4 30 Years of Experience specializing in Administration, Finance & Human Resources Experience in Private & Public Sectors Internal/External Process Consultant Specializes in Administrative Process Improvement Industries: Higher Ed, Healthcare, Non-Profits & Government Reform Awards: 2016 Governor s Efficiency Award - Finalist 2012/2013 Ellucian International Advisory Board 2012 SunGard Award for Institutional Performance 2013 University Business Innovation Award 2013 SACUBO Best Practice Conference Speaker: Long Term Care PAS Program National Bursar s Conference Ellucian LIVE SunGard Summit SACUBO MABUG Canadian Colleges & Universities Collection Conference Conference Director Man Up 2017 MABUG 2013

5 Operational Excellence has the goal to allow institutions to achieve financial sustainability by: 1. Developing a simple, cost-effective organizational structure 2. Procure quality goods and services at a lower cost 3. Support the productivity of staff through new tools and practices 4. Develop efficient policies and procedures.

6 Strategy People Technology Process

7 For the Student/Parent Make Every One Stop Transaction: Accurate, Timely, Intuitive & Convenient Admissions Financial Aid Housing/Meal Plans/Student Recreation/Athletics/Parking etc. Registration Tuition & Fee Assessment Student Account Payment/Refund/1098-T Personal Service ON-DEMAND Access Virtual Services For the University Virtual Services Delivery Lowest, Most Efficient $$/Transaction Free up Resources to Hold Hands & Land Helicopter Parents

8 Process What is it? What Needs Fixing/Degree of Difficulty Before You Start 10 Steps for Process Improvement 1. Project Charter 2. Project Plan 3. Project Logistics 4. Business Process Modeling (BPM) 5. BPM Off-Site Meetings 6. Document Current State Flowcharting/Written Processes/Metrics 7. Key Performance Indicators (KPIs) 8. Plan Future (Ideal) State 9. Implement Future State 10. Continuous Improvement 11. Communicate

9 #1- Technology as a Silver Bullet: New Technology Will Solve all of My Problems Reality: Technology that is not guided by Strategy and Aligned with People & Process makes things worse, not better.

10 #2 - I rely on IT Staff to Know MY System. My IT Department Owns MY System: Reality: If it really is YOUR System then YOU (Bursar s Office) Need to Invest the Time to Own YOUR System. IT should be your Partner, not the owner.

11 #3 - New Technology is Too Expensive and my University will never invest the $$. Reality: Investment involves making the Business Case for the $$ Outlay. Make a Compelling Case Based on Return on Investment.

12 #4 Technology is TOO Hard and I will NEVER Understand it. Reality: Invest the Time (and Energy) and The Payoff will be HUGE for both you and your University. If Not

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14 Enterprise Resource Planning (ERP) Accounting oriented, relational database based, multi-module but integrated, software system for identifying and planning the resource needs of an enterprise. ERP provides one user-interface for the entire organization to manage product planning, materials and parts purchasing, inventory control, distribution and logistics, production scheduling, capacity utilization, order tracking, as well as planning for finance and human resources.

15 Core System that Runs Your University

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17 ALL Extended Software Must: Be Fully Integrated (2 Way Push ) Have Timely Data Transfer Support just like Banner Mostly SaaS Be Scalable ERP Partners Be Willing to Invest in New Platforms Be Cost Effective Have a Product Roadmap

18 Shadow System: Any place that data is used and stored Outside the ERP Ecosystem. Excel Spreadsheets Access Database Any system that does not interface with your ERP Search & Destroy Shadow System Data ERP

19 Bill + Payment erefunds Direct Cashiering 1098-T MarketPlace Payment Plans Use Family of Products to Minimize Integration Issues.

20 Never Alter Table Structure, since. You Customize = You Maintain Gift that Keeps on Giving $$$$$$$$$$$$$$$$$$$$$$$$$$$

21 Configure Your User Interface Select the RIGHT Tool Reverse Engineer Your Processes ALWAYS: Load Patches & Install Upgrades

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23 Grow Your Own via Student Workers Grab a Funky Tech Bridge between IT & User In-house Support for: All Daily Functions All software, especially 3 rd Party

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25 Workflow Imaging epaf Self Service UC-4 Scheduler

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27 Cashless University

28 Mobile

29 Intuitive Website

30 New Ways to Communicate

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34 Single Instance/Single Tenant Single Instance/Multi- Tenant

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36 Bill Edmunds Gentleman s C Higher Ed Consulting Principal Consultant It s not Business as Usual (804) gentlemanschigheredconsulting@gmail.com..