OCM Steering
Committee Meeting
8:30 a.m. Monday, May 15
President’s Conference Room, 226 Tigert
8:30 a.m.
Welcome and Introductions
8:40 a.m.
COMPASS in Progress (Nigel Chong-You)
8:55 a.m.
OCM Communications Plan Update (Debra Amirin)
9:05 a.m.
Review of New COMPASS Website (Ben Markus)
9:15 a.m.
Discussion and Input from Committee Members
9:30 a.m.
Adjourn
Steering Committee Members
• Chair, Debra Amirin, [email protected], UFIT Change Management
Coordinator
• Tammy Aagard, [email protected] , Associate Vice President for Enrollment
Management
• Aigi Adesogan, [email protected], Assistant Vice President, Enrollment
Management
• Student Government President Smith Meyers, [email protected]
• Ronda Mitchell, [email protected], Training Coordinator, HR Training and
Development
• Rhonda Moraca, [email protected], Assistant Dean, Graduate School
• Kim Pace, [email protected], Assistant Vice President for Student Affairs
• Angie Brown, [email protected], Assistant Director, HR Training and
Development
• Tobin Shorey, [email protected], Director, Curriculum Monitoring and
Analysis, Undergraduate Affairs
• Nigel Chong-You, [email protected], UFIT Associate Director, Business
Relations
• Dr. Judy Traveis, [email protected] , Academic Program Specialist, II,
School of Teaching and Learning, College of Education (Incoming Assistant
Dean, Graduate School)
• Tracy Gale, [email protected], UFIT Communications Manager
• David Gruber, [email protected], UFIT CIO, Enterprise Systems
• Nancy Waldron, [email protected], Associate Dean for Student Affairs
& Graduate Education, College of Education
• Rachel Inman, [email protected], Associate Dean for Students, Levin
College of Law
• Alyson Widmer, [email protected], Senior Director of Applications,
UF Health
• Ben Markus, [email protected], UFIT Communications Specialist
• Terry Wooding, [email protected], Associate Controller, University Bursar,
Finance and Accounting
• Jeanna Mastrodicasa, [email protected], Associate Vice President for
Agriculture and Natural Resources
• Deborah Mayhew, [email protected], Director, Student Development,
Herbert Wertheim College of Engineering
• Nicole Yucht, [email protected], Assistant Vice President, UF Communications
Our Destination: The Connected Campus
Students
Parents
Alumni
Faculty & Staff
Corporations
Donors
Prospects
ONE.UF
System of
Engagement
Community
Recruitment
Student Success
System of
Intelligence
Advancement
Analytics
System of
Record
Master Data Management and Data Governance
S IS
Housing
HC M
Financial Aid
LMS
Degree Audit
GL
Meal Plans
Payroll
What have we been up to?
• Developing, refining and testing
• Determining security roles and training needs
• Transferring and verifying data
CRM
• Change management
EMS
Reporting
MDM Canvas
SIS
One.UF
Reporting and Analytics
• Enterprise Reporting (Cognos Analytics) beta available
• Intuitive, easy way to view and analyze information
• Now gathering requirements for future releases
of operational, managerial, and regulatory reports
Admissions
• Expanded capabilities to include customized
Constituent Relationship Management (CRM)
system providing a “360 degree” record of
applicants and their interactions with UF
• 2018-19 CollegeNET vendor applications to
support CRM as processing platform in
Aug. 6, 2018, release
ONE.UF
• This major student information portal
continues to evolve as a self-service mechanism for UF community
• Functionality will roll out with related SIS releases
• Video introducing ONE.UF available on COMPASS website
• This summer, new public splash page, workspace layout and menu
Master Data Management (MDM)
& Student Data Governance
• MDM will streamline data sharing and facilitate
computing in multiple systems, platforms and applications
• Student Data Governance will focus on data security
and risk management, access, quality, reporting, and
sharing by domain; includes policies, standards,
organizational bodies, and roles and responsibilities
Data Interfaces
• Over 100 data interfaces to be built between new SIS and other systems
to support and enhance functionality
• Systems the new SIS will interface with include:
•
•
•
•
•
Symplicity
The Learning Management System (Canvas)
Campus Clarity
CRM (Salesforce)
And many more!
Security
• New security roles will be available with each new release of
functionality
• End users will be notified of the appropriate roles necessary for their
particular job functions and DSAs will be notified of all new
roles/setups required
• Information will be available on Identity
Access Management (IAM) website, with
links from HR and COMPASS websites
Constituent Relationship Management (CRM)
• Streamline and centralize processes and data and
track activities and interactions
• Undergrad prospecting and recruiting available
since 2016
• Engineering pilot underway for grad & professional
Training and Change Management
• Guides, online toolkits, and group and/or online courses
on new and enhanced systems and procedures
• Many changes phased in; users may live in “more than
one world” for a limited time
• Change management (inform, engage, prepare and
integrate) vital
Also Underway
• Degree audit functions
• Classroom scheduling tool for use in Fall 2018
• Graduate and professional programs working
together to identify and address common needs
Coming Up: COMPASS Release Schedule
Release
Functionality
Go-Live Date
1
Admissions Release, Graduate/Professional Supplemental/UF Online Application, Academic Structure,
Biographical/Demographic Data, Phase 2 Prospecting and Recruiting (Enterprise Analytics Beta, Undergraduate
Coalition Application, Undergraduate Prospecting/Recruiting made available in 2016; CRM College of Engineering Pilot
Underway)
Aug. 7, 2017
2
Academic Room Scheduling, Course Schedule and Catalog, ISIR Loads, Transfer Credit Evaluation
Nov. 6, 2017
3
Financial Aid Release, Career/Program/Plan Stack, ISIR Processing
Jan. 16, 2018
4
Degree Audit, Academic Advising Release, Award Aid, Registration
March 5, 2018
5
Registration, Enrollment Verification
March 26, 2018
6
Tuition Calculation, Student Billing, Admissions Processing
Aug. 6, 2018
7
Grades, Transcripts, Student Accounts Release, Aid Disbursement, Graduation
Aug. 20, 2018
Communications Plan Update
• New roadshow section
• Breakout plans for key teams and topics
• Implementation underway
• Website integration
New COMPASS Website
• Updated, rebranded and reorganized
• Includes request form for topical, area
and/or experiential roadshow presentations
• Contact form allows for anonymous input or option to be contacted
with a response
• New sections on training, and communications and support
Discussion and Input
• Input on plan? Approach?
• Roadshow timing and types?
• Constituent engagement, areas of concern?
• COMPASS Change Network/Subscriber list;
Are your groups signed up?
• Article suggestions?
• Video/multimedia topics and format?
Questions?
• Email [email protected]
• Online at https://compass.ufl.edu