Ellucian Implementation Methodology

Ellucian Implementation Methodology Summary of Project Management and Solution Delivery Phases Rev. 5/10/2013

Table of Contents Overview 3 Project Management Initiation Planning Execution Monitor and Control Transition and Close 4 5 6 7 8 Solution Delivery Define Design Configure Test Deploy 9 10 11 12 13 Delivery Milestones 14 Page 2 of 15

Ellucian Implementation Methodology Summary of Project M Management and Solution Delivery Phases A disciplined understanding and application of the Ellucian Implementation Methodology will: 1. Increase customer service/satisfaction by: Enabling a consistent, repeatable, scalable, and process process-based based approach to delivering solutions so that customers can achieve a greater return on their investment Achieving a more efficient and higher quality delivery of solutions Engaging with customers in a consult consultative ative and collaborative manner Making every project phase fully transparent to the customer 2. Control costs and resourcing schedules during every project phase by: Ensuring management expectations and project schedule match our contractual obligations Employing ying predefined mitigation and early escalation strategies to reduce risk and ensure project status remain “green” Onboarding and efficient knowledge acquisition of key team members on select processes and templates Page 3 of 15

Project Management Initiation: Primary Processes & Activities Complete contracting process Transition from sales to delivery Initiate project Introduce delivery management team Develop initial project plan Build project repository Finalize project scope Conduct duct internal project initiation meeting Conduct client project planning session Obtain project stakeholder signoff Key Deliverables & Templates Project Charter Project Scope Statement Initial Project Plan Client Project Planning Session Client Survey Page 4 of 15

Project Management Planning: Primary Processes & Activities Develop project management plan Develop project financial baseline Identify initial risks Distribute initial planning information Key Deliverables & Templates Project Management Plan o Organization Chart o Project Contacts o Roles and Responsibilities o Project Approach o Communication Plan o Quality Plan o Change Management Plan o Issue Management Plan o Risk Management Plan o Procurement Plan Project Financial Baseline Initial Risk Response Plan Page 5 of 15

Project Management Execution: Primary Processes & Activities Direct and manage project execution Manage project team Manage quality assurance Manage Procurements Key Deliverables & Templates Solution Delivery Artifacts Updated Project Management Documents Solution Delivery Quality Artifacts Procurement Artifacts Page 6 of 15

Project Management Monitor and Control: Primary Processes & Activities Manage project quality Manage project work Manage change Manage project risks Manage project financials Manage communications Manage stakeholder expectations Manage knowledge resources Key Deliverables & Templates Quality Review Reports Project Status Meetings and Reports Executive Status Meetings and Reports Updated Project Plan Change Requests Change Log Issue Log Risk Response Plan Financial Reports Updated Client Care Sites Updated Project Dashboard Page 7 of 15

Project Management Transition and Close: Primary Processes & Activities Transition to production support Verify delivery to contract Administrative project closure Financial project closure Document project success Key Deliverables & Templates Transition Plan Client Acceptance Client Success Story Client References Lessons Learned Client Survey Page 8 of 15

Solution Delivery Define: Primary Processes & Activities Business Process Review Discovery/Requirements Gathering Reporting Assessment Implementation Readiness Knowledge Transfer Key Deliverables & Templates Business Process Models, including identification of any gaps Engagement Reports Decision Workbooks Project Schedule Implementation Guides Service Preparation Document (integrations and customizations) Page 9 of 15

Solution Delivery Design: Primary Processes & Activities Business Process Review Discovery/Requirements Gathering Reporting Assessment Implementation Readiness Knowledge Transfer Key Deliverables & Templates Business Process Models, including identification of any gaps Engagement Reports Decision Workbooks Project Schedule Implementation Guides Service Preparation Document (integrations and customizations) Page 10 of 15

Solution Delivery Configure: Primary Processes & Activities Environment Strategy Communicated Building of Processes Unit Testing Ongoing Knowledge Transfer Customizations/Integrations /Interfaces Test Case Development Key Deliverables & Templates Engagement Reports Decision Workbooks Project Schedule Implementation Guides Test Plans Training Workbooks Supplemental Job Aids Page 11 of 15

Solution Delivery Test: Primary Processes & Activities Business Process Validation Data Migration Validation Environments and Security Tested End-to-end Process-based based Testing, including interfaces Ongoing Knowledge Transfer Deployment Prep Key Deliverables & Templates Engagement Reports Decision Workbooks Project Schedule Implementation Guides Test Plans Training Workbooks Supplemental Job Aids Page 12 of 15

Solution Delivery Deploy: Primary Processes & Activities Production Readiness o Functional o Technical Support for End-user user Training Ongoing Knowledge Transfer Go-live Support Key Deliverables & Templates Engagement Reports Decision Workbooks Project Schedule Implementation Guides Supplemental Job Aids (i.e. go-live go checklists, processing aids) Page 13 of 15

Delivery Milestones Delivery milestones are established to help: 1. Ensure we are achieving desired outcomes for the client 2. Enable early and ongoing identification of issues and corrective actions required End of Phase 1 – Initiation Milestone and Outcomes to be Achieved Client acceptance/signoff of Project Scope Statement Validation that contract deliverables are understood by Ellucian & Client Client identifies any unique needs Project Schedule with Ellucian and Client Client-side tasks to deliver contract deliverables is revi reviewed to show how solution(s) will be implemented; client reviews and signs off on Project resources introduced Project Plan is reviewed to ensure Client PM and Ellucian PM demonstrate how project will be managed Project governance iis established for all key stakeholders holders Knowledge transfer Business Process For Overall Project Page 14 of 15

2 – Define Client acceptance/signoff on Decision Workbook content around Requirements Gathering and Business Process Models/Gaps Client identifies integrations, Interfaces and potential customizations Client identifies data migration needs Training plan constructed Knowledge transfer By Solution 3 – Design Client acceptance/signoff on Decision Workbook around the design that will drive configuration of tables/rules Determination of process improvements for client efficiency/effectiveness Knowledge transfer By Solution 4 – Configure Client acceptance/signoff on Decision Workbook around updates to design that will drive configuration of tables/rules Unit Testing Data mapping Initial test load of data is converted properly By Solution 5 – Test Client acceptance/signoff on Decision Workbook content around testing Client validates business process is enabled properly in application as defined by requirements Knowledge transfer Client validates data Client executes end end-to-end user test plan Client completes training of end users By Solution 6 – Deploy Client acceptance/signoff on: 1. Decision Workbook content around production ready/go live; 2. Contractual deliverables met; and 3. Implementation reference provided By Solution Client has received adequate training (knowledge transfer) on how to maintain and move forward Client validates production readiness (technical and functional) Client understands use of Action LLine and Customer Support Page 15 of 15

Ellucian Implementation Methodology Summary of Project M A disciplined understanding and application of the Ellucian Implementation Methodology will: 1. Increase customer service/satisfaction by: Enabling a consistent, repeatable, scalable, and process delivering solutions so that customers can achieve a greater return on their investment