Executive Sponsors Meeting 01/09/2017 Major Project Updates

EAB SSC Interface for Grad StudentsProject Status:Monthly Summary – January 2, 2017Update the SSC interface to send graduate student information and courses to EAB’s SSC. Also, to allow the Learning Commons,STAC, and Librarians to serve graduate students better and more efficiently using the same tool available to undergraduate students.Project was completed the week of December 18, 2016.Past Month’s Key Accomplishments Production Migration/Testing – week of Dec 4th Solution target delivery date – week of Dec 18thUpcoming Events Support as needed.7 8Dec-18Dec-11Dec-4Nov-276Nov-20Nov-64 5Nov-13Oct-303Oct-23Oct-161 2Oct-2Status Week Beginning (Sunday Date)Week NumberOct-9Project Milestones9 10 11 12InitializeCm pltCm pltCm pltProject PlanningDesign SolutionProject Kick-OffXXXAnalyze, Design, & DevelopmentCm pltCm pltCm pltCm pltMeet w/EAB to resolve existing undergrad issuesMeet w/EAB to better understand extract data schemaFinalize Functional Requirements (e.g., pop. of grads)Finalize Technical Specs/RequirementsCm pltDevelop SolutionTestCm pltTesting Round 1 (QNA)Defect ResolutionTesting Round 2 (if needed)Cm pltCm pltXXXXXXXXXXXXImplementCm pltCm pltCm pltCm pltCommunication to Campus/TrainingProduction MigrationTesting (PPD)First Live Feed to EAB SSCXXXXX

PeopleSoft Security Request Form Phase 2Project Status:YELLOWMonthly Summary – January 2, 2017This project is an extension of an initial PeopleSoft security request form, with 8 additional changes. Due to the extensive amount ofdevelopment required for the additional changes, we are requesting to move the completion date to 2/19/17.Past Month’s Key AccomplishmentsUpcoming Milestones Developed design solution Complete code review Test QNA Test ec-25Nov-201Dec-18Nov-13Status Week Beginning (Sunday Date)Week NumberNov-6Project Milestones10 11InitializeCm pltCm pltProject PlanningDesign SolutionXAnalyze, Design, & DevelopmentCm pltCm pltCm pltOff TrkFinalize Technical Specs / RequirementsDevelop designed solutionUnit Testing of Code ChangesCode ReviewXXXXXTestFunctional TestingDefect ResolutionNt Strtd Group CommunicationNt StrtdNt StrtdXXXImplementNt StrtdNt StrtdProduction MigrationGo Live - System is now in productionXx

Falcon Info: Academics FinancialsGREENProject Status:Monthly Summary – January 2, 2017The project status is Green. Student Revenue has been validated by finance with the Masters of Public Health as the remaining issue.This issue will not prohibit a move to production. Validation of Class Expense in near completion with some rework being req uiredallocate all instructors when more than one primary instructor is listed for the course. Initial P&L statements have been developed.Past Month’s Key Accomplishments Continued validation of Class Expense and Student RevenueBegan development of future reports to include a P&L statementConducted initial review of P&L reports for feedbackMigrated Student Revenue from to the Production EnvironmentInclude all instructors listed for each courseComplete validation of Class ExpenseMigrate Class Expense to ProductionAccount for 30/70 split of allocationComplete P&L Statements and Contribution Margin reports7 -1Dec-25Dec-18Dec-11Dec-4Nov-276Nov-204 5Nov-133Nov-61 2Oct-30Oct-16StatusOct-23Oct-9Project MilestonesOct-2 Upcoming Milestones9 10 11 12 13 14 15 16Project TimelineCm pltCm pltCm pltCm pltCm pltOn TrkOn TrkOn TrkValidate Student Class Revenue in DEVMigrate Student Revenue to QNAStudent Reveune in ProductionValidate Class Expense in DEVMigrate Class Expense to QNAClass Expense in ProductionDevelopment of P&L StatementComplete Contribution Ratio ReportX X X XX X XX X X X X X XX X X X X X X X X XX X X X XX X X X X X X X X X X XX X X X X X X X X X X X X X X X X X X XX X X X X X X X X X X X

Falcon Info: Provost Performance MetricsGREENProject Status:Monthly Summary – January 2, 2017The project status is Green. Structures to meet each Performance Metric are being developed, validated and migrated to Production inaccordance with user requirements. Three Performance Metrics are currently in Production. Metrics 7, 9 and 12 are currently inDevelopment. All metrics are scheduled to be in production by the end of the Fiscal Year for use in the Fall 2017 term.Past Month’s Key AccomplishmentsUpcoming Milestones Service Learning has been converted to a Student Attributewithin the Data Warehouse and migrated to QNA for testing Student Class Revenue has been validated is now in Production Validation of Class Expense is very near completion 60 Credits hour reports have been developed, waiting onprocess to add transfer credits Completion and validation of Service Learning (this design willbe the model for all other experiential learning requirements) Complete validation of Class Expense (include all instructors) Import transfer credits into the Data Warehouse to include inMetric 12 Begin development of FTFT and FTIC cohorts for studentretentionCm pltNt StrtdCm pltNt StrtdNt StrtdOn TrkNt StrtdOn TrkOn TrkCm pltPPM 1: New Freshmen and Total StudentsPPM 2: FTFT RetentionPPM 3: Number of GraduatesPPM 4: Collaborative ResearchPPM 6: Global Immersion ExperiencePPM 7: Service LearningPPM 8: Learning CommunitiesPPM 9: Contributin MarginPPM 12: 60 Credits in two yearsPPM 14: SCHs Lost to 5Dec-18Dec-11Dec-4Nov-27Status Week Beginning (Sunday Date)Week NumberNov-20Project Milestones13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Donor Data Workflow Migration – Allegiance – Agilon SynergiesProject Status:GREENMonthly Summary – January, 2, 2017Currently donor data currently goes into WBGU-TV's donor database system, Allegiance, while the funds go directly into the UniversityFoundation system, Agilon. Reconciliation of donor data and the funds requires manual processes for both parties. This project willfacilitate the change of data flow from ACD Direct to the University Foundation system and then on to WBGU-TV's donor databasesystem, Allegiance, for continuity of services and reports specific to Public Television and the needs of WBGU-TV.Past Month’s Key AccomplishmentsUpcoming Milestones Initial run through of changes for ACD Direct to make has beencompleted. This data feed will need approval from WBGU,Bursar and UA before formal submission can be made to ACD. Supply ACD with needed data changes. Changes could take4-6 weeks.Upcoming Events Targeted completion date: Week of 12 February 2017 at theearliest.XXXXXXXXXXXXFeb-19XXXFeb-12XXXXFeb-510 11 12 13 14 15 16 17 762Jan-1Nov-2051Dec-25Nov-64Oct-303Oct-23Status Week Beginning (Sunday Date)Week NumberNov-13Project MilestonesInitializeCmpltCmpltProject Planning/CharterProject Kick-OffAnalyze, Design, & DevelopmentCmpltCmpltCmpltOn TrkOn TrkDevelop functional requirementsTech Specs for Data Flows from ACD Direct to AgilonTech Specs for Data Flows from Agilon to AllegianceDevelop both interfacesEvaluate need for duplicate record workflow remediationXXXXXXXTestTesting Round 1Defect ResolutionNt Strtd Testing Round 2 (if needed)Nt StrtdNt StrtdXXXXXXXXXXImplementNt StrtdNt StrtdProduction MigrationGo-LiveX

AcademicWorks Phase 2Project Status:GREENMonthly Summary – January 2, 2017This past month the team continued to work on the process that will be used to pull the fund information out of AcademicWorks. Theteam will be meeting this month to review the PeopleSoft fields being used in this process and the security roles that will n eed to beapplied for this new process. Due to a heavy workload Boise was not able to contact BGSU and will not have time for the foreseeablefuture. The project is on target and trending green.Past Month’s Key AccomplishmentsUpcoming Milestones Development Continues Finalization of PeopleSoft fields Migration to QNA Finalization of security 3Jan-22Dec-42Jan-15Nov-271Jan-8Nov-20Status Week Beginning (Sunday Date)Week NumberNov-13Project Milestones9 10 11 12 13 14XXXXXXXInitializeCm pltInformation GatheringResource GatheringProject Kick-OffOn TrkAnalyze, Design, & DevelopmentDevelopmentCm pltCm pltMigration to QNANt Strtd Migration to PPDNt StrtdXXXXXXXXTestNt StrtdNt StrtdUser Testing (Concurrent)Defect Resolution (Concurrent)XXXXImplementNt StrtdNt StrtdProduction MigrationGo Live - Process is now in productionX

Slate Phase IVProject Status:GREENMonthly Summary – January 2, 2017Three stages of admissions applications started in UAS (started-not submitted, submitted-no decision and submitted-with decision) havenow been moved into Slate. Project documentation e.g. project charter, project timeline, project dashboard have been complet ed.Requirements for ISS visa permit validation have been completed and SSN validation issue has been resolved. Training is an ongoingprocess.Past Month’s Key AccomplishmentsUpcoming Milestones A timeline has been established for the project Project charter has been completedISS requirements for visa permit import have been finalizedKick-off meeting on 12/6/2016Further training sessions have taken place on 12/14 &12/19 SSN validation issue has been resolved Complete ISS requirement changes Finalize requirements for GPA summary Establish requirements for test score templatesUpcoming Events Further training sessionsFeb-26Feb-199Feb-127 8Feb-5Jan-296Jan-22Jan-84 5Jan-15Jan-13Dec-25Dec-181 2Dec-4Status Week Beginning (Sunday Date)Week NumberDec-11Project Milestones10 11 12 13InitializeOn TrkOn TrkOn TrkProject PlanningDesign SolutionProject Kick-OffXXXXXXAnalyze, Design, & DevelopmentIssue: International Students w/ Ohio ResidencyIssue: Applicants previous name(s) import into CSSNt Strtd Issue: SSN validation to SSA's standardsXXNt StrtdNt StrtdNt StrtdNt StrtdNt StrtdNt StrtdNt StrtdNt StrtdXXXContinued XIssue: CEEB code tables with Slate and CSSsignificantly different and are used for institution matching X X XIssue: ISS requests logic in importing visa permits to CSSIssue: Summary GPA calculation import into CSSIssue: Creation of test score templates for Praxis2/licensure examsIssue: Automation of creation of secondary application for cert pgmsIssue: Development of dashboard and funnel reportsXXXXXXXXXXXXXTestNt StrtdTestingXXXXXXXXXXXXXXXXXXXXXXX ImplementNt StrtdContinuous Communication & TrainingX

Slate Phase IV (cont.)Project Status:Issues / Risks / Challenges Applications submitted in UAS may or may not have been imported into the OAR Keeping track of what is the current status of UAS-initiated applicationsGREEN

Modo – Phase 2 EnhancementsProject Status:GREENMonthly Summary – January 2, 2017The project team continues to review the scope items for Phase 2 in order to determine the level of effort and time required to implementthem. A demo was held with the Registration and Records team to review Modo’s integration capabilities with PeopleSoft. BGSU has aview only license to send select Reg & Records information to the mobile app. This demo generated a lot of questions that are beingfurther researched.Past Month’s Key AccomplishmentsUpcoming Milestones Conducted Modo’s PeopleSoft integration demo for Reg &Records. Met with Chris Bullins re OrgSync integration. Decision made tohold off on this feature. Did make OrgSync more visible on mainwebsite. Researched Directory filtering options. Will leave the directoryas it is now using Modo’s module. Researched other phase 2 questions and opened cases withModo as needed. Continue discussion with functional area regardingPeopleSoft view only integration. Discuss EAB/SSC/Advisor appointment scheduling withfunctional areas on 1/9.XXXXXFeb-26XFeb-195Feb-12489 10 11 12 13 14XXXX X XXX XXXXXFeb-56 Dec-4Status Week Beginning (Sunday Date)Week NumberNov-27Project MilestonesInitializeOn TrkProject PlanningAnalyze, Design, & DevelopmentDetermine RequirementsDevelop DesignNt Strtd Perform Internal DevelopmentOn Trk Build ContentOn TrkOn TrkTestNt StrtdNt StrtdFunctional Owner Testing of ContentIssue ResolutionXXXXXXXXXXImplementNt StrtdNt StrtdPerform CommunicationsDeploy to ProductionXXX

Bookstore Campus IntegrationProject Status:REDMonthly Summary – January 2, 2017The University Bookstore has been in the process of negotiating a contract with a textbook vendor over the past few months. Due tovendor limitations, the University Bookstore and vendor agreed to end negotiations. Most of the technical development was completedby ITS and is in the process of being archived in the event it is needed in the future. Next steps were identified to continue using thecurrent Bookstore setup for the next few semesters, which were largely left intact. Early in the project, Financial Aid Opt-In updates wererolled into this project’s scope and the Bookstore will work with SFA/Bursar to determine if additional changes are required.Past Month’s Key AccomplishmentsUpcoming Milestones Development archived Next steps for ‘business as usual’ identified/completed Project 29XJan-229 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 ov-6Sep-25Sep-18Status Week Beginning (Sunday Date)Week NumberSep-11Project MilestonesInitializeCm pltCm pltCm pltProject PlanningProject Kick-OffDesign SolutionAnalyze, Design, & DevelopmentOn HldCm pltCm pltCm pltOn HldOn HldSingle Sign On DevelopmentPeopleSoft Development - Sending Data/Receiving Displaying Data to StudentsManual Opt-In Process UpdatesCreation of Blackboard Audit ReportsWeb App Programming ChangesMyBGSU Portal Web estOn HldOn HldOn HldSSO TestingQNA TestingPPD TestingXXXXXXXXXXXXXXXImplementOn HldOn HldOn HldOn HldCommunication to Campus/TrainingProduction Migration (3 Release Dates)Faculty AdoptionsRemove Two Semester's Worth of Bookstore Links/FunctionalityXXXXXX

DocuSign eForm EnhancementProject Status:GREENMonthly Summary – January 2, 2017The DocuSign BGSU eForm Enhancement project’s objective is to provide additional user options and security measures to theelectronic signature application, DocuSign. These customizations will increase online form electronic signature security, red uce risk tothe University, and will create a better user experience for signers. This month, development has continued on the new functionality thatwould streamline the document signature process. Testing is expected to start the week of January 8 th and will include HumanResources, the Graduate College, and Student Financial Aid.Past Month’s Key AccomplishmentsUpcoming Milestones Continued custom application development Prepared a test plan for functional testers Complete development Begin -11XSep-4XAug-28XAug-21XAug-149 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 19Status Week Beginning (Sunday Date)Week NumberJun-12Project MilestonesInitializeCm pltCm pltProject PlanningProject Kick-OffAnalyze, Design, & DevelopmentCm pltCm pltOn TrkFinalize Technical Specs/RequirementsDocuSign BGSU CustomizationUser Interface EnhancementsXXXXXXXXXXXXXXXXXXXXXXXXXXTestTesting - Round 1Defect ResolutionNt Strtd Testing - Round 2Nt Strtd Develop TrainingNt StrtdNt StrtdXXXXXXXXXXImplementNt StrtdGo-Live

Create Electronic Meal Plan Change FormProject Status:GREENMonthly Summary – January 2, 2017To provide flexibility to the student, a meal plan change request will be submitted with a web form that displays a student’s current mealplan and other meal plans available to them. The DocuSign product will be used to manage the signature(s) and the status of e achsignature request. The list of signature requests will provide UDS a list of students to make the requested meal plan change s in Micros,BlackBoard Transact and Student Financials. The implementation is scheduled for 3/5/2017.Past Month’s Key AccomplishmentsUpcoming Milestones Scheduled a DocuSign demonstration with the Project Team andresources from the ITS Auxiliary System Team Received functional spec approval from the Project Team Scheduled the ITS technical resources Demonstrate the web form functionality to the Project Team Created the functional spec document and sent to developers Monitor development progress Demonstrate web page and electronic signature functionality tothe Project Team as each module is -12Nov-272Feb-5XXJan-29XXJan-229 10 11 12 13 14 15 16 s Week Beginning (Sunday Date)Week NumberNov-6Project MilestonesInitializeCm pltOn TrkCm pltProject PlanningDesign SolutionProject Kick-OffAnalyze, Design, & DevelopmentFinalize Technical Specs/RequirementsWeb Page DevelopmentNt Strtd DocuSign ConfigurationNt Strtd Unit TestNt Strtd UAT Migration/ConfigurationOn TrkOn TrkXXXXXXXXXXTestTesting/Defect ResolutionSecurity Testing Migration/ConfigurationNt Strtd Testing/Defect ResolutionNt StrtdXXXXXX

Pathway Planner - FACES Phase 2b Project Status: Monthly Summary –January 2, 2017 Pathway Planner is an add-on to Scheduler Planner, which is already in use by students and advisors. This module will allow users to plan their four-year course load using actual class offerings in c