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Automating Student
Enrollment
Session #31712
March 19, 2013
 Doris Wong
 Former Group VP and General Manager for Oracle’s
PeopleSoft product line
 25+ years technical, product development & business
experience in software industry
 17 years PeopleSoft veteran
 Dan White, VP of Product Strategy
– Former Oracle/PeopleSoft Functional
Architect
– 15 years working with PeopleSoft
 About SmartERP
 Value of Automating Student Processes
 Onboarding Best Practices
 Student Project on Automating Enrolled
Student
 Q & A
 About SmartERP
 Onboarding Trends
 Best Practices
 Automated Onboarding
 Q & A
• Pre-built, packaged,
proven solutions
• Highly configurable –
tailor to YOUR needs
• Customer driven
requirements
• Affordable
• Integrated with
existing PS apps
• Architected as add-
on solutions
• Avoid customizations
• Low-cost
• Minimal risk
• Release independent
– no upgrade
required
• On Premise solution
• Rapid
implementation
• Deep PeopleSoft
knowledge &
experience
• Unique best
practices for
implementations &
upgrades
• PeopleSoft data
model and existing
data
• Current PeopleSoft
business rules and
processing
• End-user PeopleSoft
skills
• Infrastructure and
technology
Extend
Functionality
Improve ROI Get Faster
Results
Leverage Existing
Investment
Human Capital
Management
Financials and
Supply Chain
Campus
Solutions
Innovative Solutions & Services for PeopleSoft
Common – Critical – Complementary
Reduce
Operating Costs
Increase
Productivity
Improve Data
Security
Higher Quality
Data
Reduce Admin
Time
Better Service
Levels
Ensure
Compliance
Environmentally
Sound
Value of Automating Student Processes
Admissions, Financials Aid, Enrollments,
Student Records, Student Onboarding, etc.
Enrolled Student Onboarding
What Is Your Enrolled
Student Onboarding
Process Today?
Is This Your New Student’s
Process Today?
The Challenges
 Cumbersome process
 Difficult to navigate
 Too many different places
to navigate
 Not as user-friendly
 Incomplete activities
 Confusing requirements
 Too many Call Center calls
New Students
Can Feel
New Students
Should Feel
Reduce
Operating Costs
Increase
Productivity
Improve Data
Security
Higher Quality
Data
Reduce Admin
Time
Better Service
Levels
Ensure
Compliance
Environmentally
Sound
Value of Automated Student Enrollment
and Onboarding
Who to Enroll and Onboard
Graduates
Undergraduates
Transfer
Students
Foreign
Students
New
Returning
Automating Enrolled Student
Onboarding
Intuitive User
Interface
Configurable
Criteria-based
Processes
Automated
Forms
Management
Task
Management
Socialization
Tools
Administrative
Support
Delivered
Onboarding
Metrics
Integration with
Any External
Systems
Fully Integrated
with PS Campus
Solutions
One Size Doesn’t Fit All
Vary Onboarding Process Based
On:
•Degree
•School or Campus
•Generation
•Location
•Minority
•FT/PT Status
•New Student vs. Returning
Demo
“The will to win is not
nearly so important
as the will to prepare
to win.”
-Vince Lombardi
Stop by our Booth in
the Exhibit Hall for a
demo of our Student
Onboarding Solution
For more information on employee onboarding best
practices and automating your process, contact:
Telephone: 925/271-0200
Email: sales@smarterp.com
Q & A

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Automating PeopleSoft Student Onboarding-SmartERP Presentation

  • 2.  Doris Wong  Former Group VP and General Manager for Oracle’s PeopleSoft product line  25+ years technical, product development & business experience in software industry  17 years PeopleSoft veteran  Dan White, VP of Product Strategy – Former Oracle/PeopleSoft Functional Architect – 15 years working with PeopleSoft
  • 3.  About SmartERP  Value of Automating Student Processes  Onboarding Best Practices  Student Project on Automating Enrolled Student  Q & A
  • 4.  About SmartERP  Onboarding Trends  Best Practices  Automated Onboarding  Q & A • Pre-built, packaged, proven solutions • Highly configurable – tailor to YOUR needs • Customer driven requirements • Affordable • Integrated with existing PS apps • Architected as add- on solutions • Avoid customizations • Low-cost • Minimal risk • Release independent – no upgrade required • On Premise solution • Rapid implementation • Deep PeopleSoft knowledge & experience • Unique best practices for implementations & upgrades • PeopleSoft data model and existing data • Current PeopleSoft business rules and processing • End-user PeopleSoft skills • Infrastructure and technology Extend Functionality Improve ROI Get Faster Results Leverage Existing Investment Human Capital Management Financials and Supply Chain Campus Solutions Innovative Solutions & Services for PeopleSoft Common – Critical – Complementary
  • 5. Reduce Operating Costs Increase Productivity Improve Data Security Higher Quality Data Reduce Admin Time Better Service Levels Ensure Compliance Environmentally Sound Value of Automating Student Processes Admissions, Financials Aid, Enrollments, Student Records, Student Onboarding, etc.
  • 7. What Is Your Enrolled Student Onboarding Process Today?
  • 8. Is This Your New Student’s Process Today?
  • 9. The Challenges  Cumbersome process  Difficult to navigate  Too many different places to navigate  Not as user-friendly  Incomplete activities  Confusing requirements  Too many Call Center calls
  • 10. New Students Can Feel New Students Should Feel
  • 11. Reduce Operating Costs Increase Productivity Improve Data Security Higher Quality Data Reduce Admin Time Better Service Levels Ensure Compliance Environmentally Sound Value of Automated Student Enrollment and Onboarding
  • 12. Who to Enroll and Onboard Graduates Undergraduates Transfer Students Foreign Students New Returning
  • 13. Automating Enrolled Student Onboarding Intuitive User Interface Configurable Criteria-based Processes Automated Forms Management Task Management Socialization Tools Administrative Support Delivered Onboarding Metrics Integration with Any External Systems Fully Integrated with PS Campus Solutions
  • 14. One Size Doesn’t Fit All Vary Onboarding Process Based On: •Degree •School or Campus •Generation •Location •Minority •FT/PT Status •New Student vs. Returning
  • 15. Demo
  • 16. “The will to win is not nearly so important as the will to prepare to win.” -Vince Lombardi
  • 17. Stop by our Booth in the Exhibit Hall for a demo of our Student Onboarding Solution
  • 18. For more information on employee onboarding best practices and automating your process, contact: Telephone: 925/271-0200 Email: sales@smarterp.com
  • 19. Q & A