March 22-25, 2009

Transcription

March 22-25, 2009

Higher Education User Group • Public Sector User Group • Federal Users Network
March 22-25, 2009
Brought to you by
Table of Contents
What’s Happening . . . . . . . . . . . . . . . . . . . . . 6-7
Welcome Messages
HEUG (Stan Jakubik) . . . . . . . . . . . . . . . . . . . 8
PSUG (Donald A. Jenkins) . . . . . . . . . . . . . . . . 9
FUN (Teresa Hannan) . . . . . . . . . . . . . . . . . . 9
Keynotes (Rick Reilly, Diana Oblinger) . . . . . . . . . . . 10
Closing Event - Don Felder . . . . . . . . . . . . . . . . . . 11
F.Y.I. From the Summit Meeting . . . . . . . . . . . . . . . 12
Preconference Workshops . . . . . . . . . . . . . . . . 17-18
Mix & Mingle . . . . . . . . . . . . . . . . . . . . . . 21-22
Sponsors
Premier and Platinum . . . . . . . . . . . . . . . . . 24
Gold and Silver . . . . . . . . . . . . . . . . . . . . . 25
Special Events . . . . . . . . . . . . . . . . . . . . . . 26
Sessions by Time . . . . . . . . . . . . . . . . . . . . . 33-98
Sessions by Track . . . . . . . . . . . . . . . . . . . . 105-121
Board of Directors - HEUG, PSUG, FUN . . . . . . . . . 129
Conference Organizers
Conference Committees . . . . . . . . . . . . . . . 130
Track Chairs . . . . . . . . . . . . . . . . . . . . . . 130
Hotel Location Map . . . . . . . . . . . . . . . . . . . . 131
Conference Center Layout . . . . . . . . . . . . . . . . . 132
Exhibits
Exhibit Hall Layout . . . . . . . . . . . . . . . . . . 133
Exhibitor List – Booth Number . . . . . . . . . . . . 134
Exhibitor List – Alphabetical . . . . . . . . . . . . 135-136
1
Driving the most value from your ERP investment
Enterprise Application Consulting for Higher Education and Public Sector
Meet with a CIBER Strategist!
Featured topics include:
• CRM
• Business Intelligence
• Upgrades
• Governance, Risk and Compliance (GRC)
Come see CIBER
at booth # 405
Alliance Platinum Sponsor
Find out why more
than
175 educational institutions,
all 50 states, and hundreds
of municipalities have worked
with CIBER.
CIBER named #1 IT Outsourcing Vendor for Higher Education and State & Local Government by 2008 Black Book of Outsourcing
www.ciber.com
For more info contact: Jennifer Masak | (303) 967-1372 | [email protected]
© 2009 CIBER, Inc. — All Rights Reserved. CIBER stock is publicly traded under the symbol "CBR" on the NYSE.
Application
Integration Architecture
FlexCube
E-Business
Suite
SAP
G-Log
PeopleSoft
JD Edwards
Pre-Built
Standard
Integrations
SPL
Siebel
Demantra
Agile PLM
Portal
Legacy
Applications
Retek
3rd Party
Applications
Integration out of the box using standard middleware.
oracle.com/goto/aia
or call 1.800.ORACLE.1 or 1.650.506.7000
VISIT ORACLE AT BOOTH #311
Copyright © 2008, Oracle. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates.
Other names may be trademarks of their respective owners.
What’s Happening
Registration/Information Desk Hours
The registration area is located in the Anaheim Convention Center in front of Hall A.
Sunday
9th Annual Golf
Tournament
Saturday: 3:00 pm - 7:00 pm
Sunday: 7:30 am - 8:00 pm
Monday: 7:30 am – 5:00 pm
Tuesday: 8:00 am - noon
Agenda:
Sunday
1st Annual Fun
Run/Walk
Sunday
Mix & Mingle open
meetings – 3:30pm5:00pm
Sunday
Opening Session – 5:15pm
– Stan Jakubik, HEUG
President
Sunday
Opening Reception –
6:00pm-9:00pm
6
Sunday
Event
Location
9:00am - 11:30am
Workshop Sessions (S1)
ANAHEIM Convention Center
12:30pm - 3:00pm
Workshop Sessions (S2)
8:30am – 2:30pm
ODTUG Developer All Day Workshop
5:15pm - 6:00pm
Opening General Session
ANAHEIM Convention Center Arena
6:00pm - 9:00pm
Opening Reception
Monday
Event
Location
7:00am - 8:30am
Breakfast
ANAHEIM Convention Center Hall A
8:30am - 9:30am
Keynote Session (M1)
9:30am - 9:50am
Refreshment Break
9:50am - 10:50am
Concurrent Sessions (M2)
9:30am - 6:00pm
Executive Forum
10:50am - 11:10am
Session Break
11:10am - 12:10pm
12:10pm - 12:50pm
Break
11:30am - 1:00pm
LUNCH AVAILABLE
12:50pm - 1:50pm
1:50pm - 2:10pm
Session Break
2:10pm - 3:10pm
3:10pm - 3:30pm
Refreshment Break
3:30pm - 4:30pm
4:30pm - 6:30pm
Exhibits Area “Open House”
6:30pm -
Vendor Organized Events
Tuesday
Event
Location
7:00am - 8:30 am
Breakfast
8:30am - 9:30am
Concurrent Sessions (T1)
9:30am - 9:50am
Refreshment Break
9:50am - 10:50am
10:50am - 11:10am
Session Break
11:10am - 12:10pm
12:10pm - 12:50pm
Break
What’s Happening
11:30am - 1:00pm
LUNCH AVAILABLE
12:50pm - 1:50pm
1:50pm - 2:10pm
Session Break
2:10pm - 3:10pm
3:10pm - 3:30pm
Refreshment Break
3:30pm - 4:30pm
7:30pm
Closing Event
Wednesday
Event
Location
7:00am - 8:30 am
Breakfast
8:30am - 9:30am
Concurrent Sessions (W1)
User Group General Meetings
9:30am - 9:50am
Refreshment Break
9:50am - 10:50am
10:50am - 11:10am
Session Break
11:10am - 12:10pm
Monday
Keynote – Rick Reilly
– Sportswriter, author,
humanitarian
Exhibit Hall Schedule
Monday
Exhibits Open House –
4:30pm–6:30pm – Hall A
(Anaheim Convention Center Hall A)
Monday:
9:30am-3:30pm
Tuesday:
9:30am-4:00pm
Exhibits Open House: 4:30pm-6:30pm, Monday
Speaker Ready Room Schedule
(Anaheim Convention Center Rm. 203A)
Sunday: Monday:
Tuesday:
7:00am-5:00pm
7:00am-5:00pm
7:00am-5:00pm
Tuesday
Keynote – Diana Oblinger
– CEO, Educause
Mix & Mingle Sessions
(Anaheim Convention Center)
After the Sunday workshops, meet old friends and welcome new conference attendees
with similar interests in our Mix & Mingle sessions in the Convention Center. Register for
the Track, organization, or special group, for which you have the most interest under the
Sunday 3:30 sessions.
Innovations Track
(Anaheim Convention Center)
Alliance 2009 is pleased to announce a new track for this year’s conference: Innovations! Stroll through the Innovations corridor located between the Exhibit Hall and the Arena
and see what your colleagues are up to in the creative use of their Oracle/PeopleSoft
applications. Plan to attend several of these 20 minute sessions at the Innovations
Showcase theater.
Wednesday
HEUG General Business
Meeting; 8:30am-9:30am;
Ballroom B
7
Presidents’ Messages
Higher Education User Group (HEUG)
A very special welcome to the 12th annual Alliance conference here in Anaheim! Once again,
the Higher Education User Group (HEUG) has joined with the Public Sector User Group
(PSUG) and the Federal User Network (FUN) to create a conference that will exceed everyone’s
expectations. This week you will have the opportunity to network, to learn, to teach, and to
enjoy. The conference team has put together an exceptional array of sessions and events for
you to experience. Take advantage of every opportunity to advance your knowledge, to share
your expertise, and leave with strengthened relationships and new friends and colleagues. This
conference is Facebook with real faces, LinkedIn with real connections, and MySpace that is in
reality OurSpace.
The focus of Alliance 09 is Innovation. The program team has added a new twist this year with the
advent of the Innovations Track, a way for us all to showcase how we can use our applications and technologies “outside
the box”. Here you will find new and creative ways to deliver a positive Return on Investment to your institutions. We
each have management who want to see a demonstrated benefit from our Oracle investments. Look to your colleagues
for some unique ideas and roadmaps to new ways of using what you may already have in place. With more than 450
sessions, keynotes, special interest gatherings, receptions and social events, you will have more to choose from than ever
before.
The HEUG continues to play a lead role in the community of Oracle based user groups. With nearly 18,000 members
representing almost 800 institutions worldwide, the HEUG is the largest single industry user group representing Oracle
customers. By combining efforts with both PSUG and FUN, we give tremendous clout to the voice of the higher education
and the public sector client base.
The HEUG will be facing new challenges in this year. In a contracting economy, HEUG has no special immunity from the
financial problems that affect all of our institutions along with all of our corporate partners, sponsors and our members as
well. For the first time, the HEUG board is faced with serious challenges to find ways to continue the extraordinary growth
of member services that we have seen in recent years. You can be assured that we are working on ways to develop new
revenues, to cut costs without damage to our core mission, and to run a lean, efficient and productive user group.
I want to thank our colleagues at Oracle for their continuing support for the HEUG and the Alliance conference. The
exceptional level of contact our Board, the PAGs, and the TAG have with Oracle management and Oracle strategists is
rare in the software industry. Oracle has demonstrated its commitment to working closely with the HEUG, to the benefit
of both HEUG members and to Oracle. HEUG’s desire to create a win/win approach to our key vendor has resulted in
exactly that-- a win for HEUG in gaining our members access and input to Oracle strategists and a win for Oracle in its
ability to tap our expertise to assist in enhancing existing products and launching new offerings.
I want to personally thank all of our vendors and exhibitors for their willingness to support this tremendous gathering.
Please take the time to visit the exhibits area and interact with these companies that add value to our projects. I also urge
you to attend the HEUG Board listening sessions as well as the Annual Meeting, to voice your opinions and ideas directly
to the Board members.
But most of all, as President of HEUG, I want to thank all of you who made the effort to join us here in Anaheim and who
will help us make Alliance 09 a remarkable success. Welcome and let’s make this a great one….
Stan Jakubik
President, Higher Education User Group
8
Presidents’ Messages
Public Sector User Group (PSUG)
Welcome to our 2009 Alliance Conference! This Conference provides us with a wonderful
opportunity to learn and network with colleagues from all three major Public Sector User Groups;
PSUG, HEUG and FUN (Federal User’s Network). This partnership of collaboration is ongoing
throughout the year, and provides the Public Sector with a consolidated voice with which we
address Oracle regarding product support, strategic development, application usage and training
and maintenance costs.
The Public Sector User Group has been active this year. We held a strategic webinar on Fusion
middleware, surveyed our membership on key issues, used the survey data to make changes to
be responsive to members and focused on improving communications.
Building on the success of the past Alliance Conference, we have twenty five workshop and sessions offered in the
Public Sector Track. The Board and Track committee has worked closely with Oracle to develop their Public Sector Track
presentations, in order to assure that referenced business processes and application builds reflect PSUG usage.
During these challenging times this conference affords you the opportunity to learn, network and enhance your
organizations efficiency in a very cost effective way. The PSUG Board and I would like to thank those of you who have
become active in the Public Sector User Group this past year, and encourage all of you to remain or become involved in
the upcoming year. The public sector events begin on Sunday with session 26876 “PSUG mix and mingle” from 3:30 to
4:30, continuing with the Public Sector “Birds of a Feather” session #26493 on Tuesday March 24th from 3:30-4:30 and
concluding with our annual Public Sector User Group meeting session #26159 on Wednesday, March 25th from 8:309:30. Our website address www.psugonline.org.
If you need any assistance during the conference, Donna Hildebrand is your Track Chair, and Kiely Keane-Alt is your
Assistant Track Chair. They will be happy to do whatever they can to help.
Enjoy the conference!
Donald A. Jenkins,
President, Public Sector User Group
Federal Users Network (FUN)
Welcome to the 2009 Alliance conference! The Federal Users Network (the FUN) is proud to partner with the two other
major public sector user groups the Higher Education Users Group (HEUG) and the Public Sector User Group (PSUG)
and participate in the festivities. We have a Federal Users Network Track at this year’s conference and hope to further
increase our involvement with the HEUG in the upcoming years. The Federal Users Network is compiled of federal
agencies to unite as one voice with Oracle/PeopleSoft about new development, upgrades and fixes, in addition to
sharing solutions amongst Federal agencies themselves. We are always looking to increase our strength by adding new
members and there is no time like the present. Please take the opportunity to participate at the 2009 Alliance Conference
in Anaheim, CA this year. Check out our website at www.federalusersnetwork.com and join the FUN.
Teresa Hannan,
Chair, Federal Users Network
9
Keynote Speakers
Rick Reilly
Rick Reilly, has been voted National Sportswriter of the Year 11 times. For nearly 23 years—
from 1985 until 2007—his unique, breezy, hilarious style graced the pages of Sports Illustrated.
For the last 10 there he wrote the popular “Life of Reilly” column, which ran on the last page. It
was the first signed weekly opinion column in the magazine’s long history.
In June, 2008, Reilly began writing for ESPN the Magazine, ESPN.com, and delivering essays
for ESPN SportsCenter and ABC-TV’s golf coverage. He also hosts an interview show.
Reilly is also the founder of the anti-malaria effort Nothing But Nets, which has raised millions
of dollars to hang mosquito nets over kids in Africa, where 3,000 children die every day of the
disease. A partnership with the United Nations Foundation, every dollar goes to buying the nets
(NothingButNets.net) At last count, it’s raised nearly $18 million.
Reilly is co-author of the screenplay “Leatherheads,” a comic romance centered on the 1924 Duluth Eskimos of the
fledgling NFL. George Clooney will star and direct (Universal), along with Renee Zellweger and John Krasinski. It hit
theaters in April, 2008.
Probably too curious for his own good, Reilly has flown upside down at 600 miles per hour in an F-14, faced fastballs from
Nolan Ryan, jumped from 14,000 feet with the U.S. Army Parachute Team, driven a stock car 142 miles per hour, piloted
the Goodbyear blimp, competed against 107 women for a spot in the WNBA, worked three innings of play-by-play for the
Colorado Rockies, bicycled with Lance Armstrong, anchored a half hour of ESPN NEWS, driven a monster truck over six
parked cars, worked as a rodeo bullfighter, competed in the World Sauna Championships, tried his hand at women’s pro
football and played 108 holes of golf in one day.
He lives in Denver and in Hermosa Beach, Calif., with his girlfriend and a putter he’s not currently speaking to.
Diana Oblinger
President and CEO of EDUCAUSE
Diana Oblinger provides executive leadership and strategic vision for the nation’s primary
higher education technology association, encompassing nearly 2,300 colleges, universities,
corporations, and associations. Oblinger formerly served as the EDUCAUSE vice president
responsible for the association’s teaching and learning activities and the EDUCAUSE Learning
Initiative. She is also an Adjunct Professor of Adult and Higher Education at North Carolina
State University. Previously, Oblinger held positions in academia and business: Vice President
for Information Resources and the Chief Information Officer for the University of North Carolina
system, Executive Director of Higher Education for Microsoft, and IBM Director of the Institute
for Academic Technology. She was on the faculty at the University of Missouri-Columbia and
Michigan State University, and she held the post of associate dean at the University of Missouri.
Oblinger serves on a variety of boards, including the National Science Foundation’s Advisory Committee on
Cyberinfrastructure, and chairs the National Visiting Committee for NSF’s National Science Digital Library project. Dr.
Oblinger has testified before the U.S. Senate Committee on Employment, Safety, and Training and the U.S. House of
Representatives Subcommittee on Technology.
A frequent keynote speaker, Oblinger is also the co-author of the award winning What Business Wants from Higher
Education. She is co-editor of seven books: The Learning Revolution, The Future Compatible Campus, Renewing
Administration, E is for Everything, Best Practices in Student Services, Educating the Net Generation, and Learning
Spaces. She is the author or co-author of dozens of monographs and articles on higher education and technology.
Dr. Oblinger has received several awards for teaching, research, and distinguished service. She holds three degrees from
Iowa State University and is a member of Phi Beta Kappa, Phi Kappa Phi, and Sigma Xi.
10
Closing Event
Don Felder
World-renowned musician Don Felder was one of the original five members and
lead guitarist of the rock group the Eagles for 27 years. Credited with adding a rock
and roll edge to their country sound, he wrote the music for their biggest hit, the
multi Grammy award winning song “Hotel California.” With 14 Grammy nominations
and 4 wins, his signature guitar work has become legendary on songs like “Hotel
California,” “Life in The Fast Lane,” “One Of These Nights,” “New Kid In Town,”
and the list goes on. Don and the Eagles also hold the honor of having the first
Platinum album certified by the RIAA. That album, The Eagles’ Their Greatest Hits
1971-1975, has reached over 26 million copies, becoming the best-selling album of
the 20th century.
In the years the band was apart, Don wrote music for films and television
including songs in Sluggers Wife by Neil Simon, Fast Times At Ridgemont High,
Heavy Metal, Secret Admirer, Nice Dreams, and Galaxy High. Having mastered
instruments like keyboards, mandolin, pedal steel, and banjo, Don has performed
and recorded with musicians that span the musical spectrum, from The Bee Gees,
Bob Seger, Joe Walsh, Michael Jackson, Alice Cooper, Kenny Loggins, David
Crosby & Graham Nash, David Foster, Boz Scaggs, Tom Petty, Warren Zevon, Steven Stills, Joni Mitchell, Stevie Nicks,
Don Henley, Vince Gill, and Stevie Wonder to Elton John, Paul Simon, Diana Ross and Barbra Streisand. He also hosted
a television show for children called FTV, and continues his work with kids through various charities around the world.
A member of the Rock and Roll Hall of Fame since 1998, Don is now writing and recording songs for an upcoming solo
project. He is also a New York Times best-selling author, recently publishing a book on his life with the Eagles called
“Heaven and Hell.”
Thanks to our concert night partner SmartERP
11
F.Y.I. From the Summit Meeting
PAGs/TAGs Complete Another Successful Year!
“The PAGs and TAG have completed another successful year!”, Dave Baugh reported at the PAG/TAG Summit prior to the
start of the Alliance 2009 Conference. Dave (University of Louisville) is HEUG’s Vice President for Product. The Summit
is the annual two-day event for the Product and Technical Advisory Groups (PAG/TAG) which precedes the Alliance
Conference. The seventeen groups represent most of the Oracle applications used in Higher Education. Participants
meet face-to-face with Oracle product strategists and developers about the future direction of Oracle’s applications as well
as current issues. Using results from Issue Tracker, Surveys, and Polls, they work hard to represent the needs of Higher
Education and help Oracle understand those issues that impact Higher Education.
Highlights of 2008-2009:
•
•
•
•
•
•
Provided feedback to the Oracle Strategy organization on functionality for future products
Conducted pilot project with Oracle on quality assurance
Worked with Oracle on several working groups including EPM, Constituent Services, Customer Support, CRM, and
Academic Enterprise
Continued working with the Board on International issues
Conducted PAG/TAG selection process. 42 new PAG/TAG members were selected and eight new institutions are
now being represented.
The TAG worked closely with Oracle technology strategists and Kari Branjord (University of Colorado), HEUG VP
for Technology. The TAG focused on web services and improvement of operational efficiencies through advances in
toolsets.
We encourage all HEUG members to participate in HEUG Online Forums, to be active contributors to the Issue Tracker
postings and discussions, and to complete the Polls and Surveys that are periodically posted. You are also encouraged
to consider nomination for a PAG or TAG suitable to your interest and skill set. Nominations are taken each fall for terms
beginning in March. Notice of open nominations is announced via HEUG Online and through the various Forums. More
information on the PAG/TAG groups, including a list of current members, can be found in HEUG Online under ‘About the
HEUG’.
12
Accelerate your PeopleSoft projects
—without customizations—
with proven solutions from SmartERP.™
Smart Solutions extend standard functional application
capabilities and accelerate implementations and upgrades
with innovative, proven, cost-effective solutions that bolt-on
seamlessly to your PeopleSoft applications. We can help you
reduce development, test, and maintenance efforts and avoid
difficult-to-maintain, expensive customizations.
Meet SmartERP representatives at ALLIANCE ’09 and
challenge us with your PeopleSoft needs for a solution.
Visit us at booth #700,
attend our various sessions,
and get an invitation to our
Hospitality Suite during the
concert. Register to win great
prizes like iPods, iTunes gift
cards and the grand prize of
a Fender Stratocaster Electric
Guitar, signed by DON FELDER!
SmartERP Sessions at ALLIANCE ‘09
Client Success Sessions
Session
Title
Date/Time
26164
SecurityandWorkflowImplementationat
theStateofDelaware
Monday3/23
12:50pm-1:50pm
26200
HOWMANYpeopleneedtoreviewthis
transaction?!By Northwestern University
Monday3/23
12:50pm-1:50pm
26295
SmartKeys—ACompleteSolution
By Emory University
Tuesday3/24
12:50pm-1:50pm
Message from
Doris Wong,
CEO,
Smart ERP
Solutions
“WelcometoAnaheim!Weat
Dedicated Smart Solution Track—all day Tuesday 3/24 in Room 210 D
Title
Date/Time
SmartERPareexcitedtobe
26902
AcceleratedPeopleSoftImplementationusing
Smart(Bolt-On)SolutionsatWesleyan Univ.
9:50am-10:50am
suchabigpartofALLIANCE’09.
26183
RowLevelSecurity&Workflowfor
PeopleSoft
11:10am-12:10pm
26303
EnhanceYourPeopleSoftDocumentViewing
12:50pm-1:50pm
26861
StandardizingandStreamliningSystem
IntegrationsusingOracleApplication
IntegrationArchitecture
2:10pm-3:10pm
26921
SmartUserInterfaceforPeopleSoft
3:30pm-4:30pm
Session
Well,it’sallaboutefficienciesand
reducingcoststhisyear,isn’tit?
We’relookingforwardtodiscussingyourPeopleSoftneedsand
showinghowwecanhelpyouwith
oursolutionsandservices.Havea
greatconference!”
Smart ERP Solutions is proud to be a Concert Night Partner for“An Evening at the Hotel
California” featuring DON FELDER. Visit us to get your invitation to the SmartERP Hospitality
Suite, an exclusive reception we’re hosting at the Tuesday night concert. Five lucky raffle
winners at the reception will get backstage passes to meet Don Felder in-person.
www.smarterp.com
925.271.5695
PeopleSoft Solutions
with the Huron Difference
We listen.
We partner.
We focus.
We deliver.
Huron Consulting Group helps clients effectively address complex challenges that arise in litigation, disputes, investigations, regulatory compliance, procurement, financial distress,
and other sources of significant conflict or change. The Company also helps clients deliver superior customer and capital market performance through integrated strategic,
operational, and organizational change. Huron provides services to a wide variety of both financially sound and distressed organizations, including Fortune 500 companies,
medium-sized businesses, leading academic institutions, healthcare organizations, and the law firms that represent these various organizations.
Huron is a management consulting firm and not a CPA firm, and does not provide attest services, audits,
or other engagements in accordance with the AICPA's Statements on Auditing Standards.
© 2009 Huron Consulting Group Inc. All rights reserved.
Huron has unmatched knowledge of Higher Education
and Oracle’s PeopleSoft applications:
• Grants Management
• Contracts, Billing, & Receivables
• Financials
• e-Procurement
• Human Capital Management
Join Huron presenters:
Joy Walton and Ryan McDaniel
Managing the Risks of a PeopleSoft Implementation
at a Research Institution
Tuesday, March 24th
11:10am - 12:10pm
For more information, please contact:
Peter Eschenbach, 312-583-8755
[email protected]
Joy Walton, 312-583-8759
[email protected]
John Voloudakis, 617-226-5552
[email protected]
1-866-229-8700
www.huronconsultinggroup.com
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No.
Preconference Workshops
Title
Room
SUNDAY 09:00 AM–11:30 AM
26420
Academic Advisement Best Practices
K. Dori McCracken, University of Massachusetts-Amherst; Jane Baratta, University of Western Ontario
203B
26466
Bridging the Communication “Generation Gap”
Carol Ruskin, Oracle Corporation
205A
26071
Direct Loan Processing - Tip to Tail
Jessica Holler, DePaul University; Inali Saghu, Northern Illinois University
206B
26130
Student Administration Integration Pack Workshop
Cary Brown, Oracle Corporation; Linda Feng, Oracle Corporation; Michael Feldstein, Oracle Corporation
212A
26799
Day to Day Query Examples
Bill Elsemore, University of Maine System
202A
26710
Effort Reporting Made Easy - Three Universities Present Their Unique Custom
PS Bolt-on ER Systems
Angela McCausland, Florida State University; David Ngo, University of Wisconsin - Madison; Ginger
McGlamery, North Carolina State University
202B
26097
nVision Reporting - Not Just For GL
Joe Smith, Cedar Falls Utilities; Wynette Froehner, Cedar Falls Utilities
208A
26690
Managing customizations and change in an EPM 9.0 Warehouse Environment.
Byron Menchion, Florida State University; Reggie Gentle, Florida State University
211A
26518
Collections - High Ho High Ho, After the Dough We Go
Joli Roehl, University of Minnesota; Jack Kimmes, University of Minnesota
206A
26400
Automating Faculty Workload - A Business Process Redesign solution
Ritu Shastri, New Jersey City University; Cathy Gitto, New Jersey City University
Penny Pinching Performance Tuning - Frontline Application
Daniel Young, Indiana University
205B
Lights! Camera! Action! Producing a Training Program
Bettylynne Gregg, Northern Illinois University; Camyle Tate, Northern Illinois University; Cindy
Kozumplik, Northern Illinois University
211B
26794
26430
208B
SUNDAY 09:00 AM–03:00 PM
26843
Oracle Development Tools User Group Fusion Development Day
Peter Koletzke, Oracle Development Tools User Group/Quovera; Duncan Mills, Oracle Development
Tools User Group/Oracle Corpora
209A
26842
Oracle Fusion MiddleWare and the Way Ahead for Service Oriented
Architecture (SOA)
Dennis Bourgeois, Oracle Development Tools User Group;
209B
26924
Hands-On Workshop for SOA Developers
Dennis Foley, Oracle Corporation; Selim Burduroglu, Oracle Corporation
304C
SUNDAY 12:30 PM–03:00 PM
26116
Who’s the One who’s got an App that’s Made for You and Me?
Kathy Harcum, Virginia Community College System; Susan Schnell, Ohio State University
203B
26528
Using Equations with Pop Select & Pop Update
Tara O’Neil, Marquette University; Ashley Bergemann, Marquette University
206B
26424
A Practical Guide For PO Rollover
Dorann Mullins, University of Central Florida; Benjamin Biltz, University of Wisconsin - Madison; Rhonda
Gilliland, University of Louisville
202A
26659
Tips, Tricks and Traps of Query Security
Brad Hamilton, City of Tallahassee;
208A
17
Preconference Workshops
No.
Title
Room
26165
Learning to Think Dimensionally
Steve Grantham, Boise State University;
211A
26096
SF/SR Touch points – To Implementation and Beyond!
Kelly J. Smith, Indiana University; Dina Adkins, Indiana University
206A
26745
Course and Teacher Evaluations – evaluate this!
Cornelius Jemison, Northwestern University; Tamara Foster, Northwestern University
205A
26547
XMLP for Transcripts and Advisement Reports
Nelson Hoo, Oracle Corporation; Vera Walker, Oracle Corporation; Chuck Studler, Oracle Corporation
205B
26214
Troubleshooting Problems in Peoplesoft
Daniel Naujokas, Oracle Corporation;
208B
26497
It’s a Small World After All: We’re All in This Together
Terry Morris, University of Calgary; Kraig Meville, University of Calgary
211B
™ It’s All About You!
Our business is unique, our approach is simple. We focus on results and total cost. Your results are our results and results are what matter most! In this economy, our primary focus has been to help drive our client’s revenue. Come talk to us about implementing Grants and supercharge your Contracts & Grants Revenue. We also have specialists in: •Financials/Budgeting •Campus Solutions
•Business Intelligence •Human Resources Visit our booth today (#640) www.canslergroup.com 18
SAVE
50%
IN ANNUAL SUPPORT COSTS
HIGHER EDUCATION and PUBLIC SECTOR
organizations get more value with Rimini Street.
“
The City of Flint needed to save
money but also needed a support
partner with a proven track record.”
Tom O’Brien, City of Flint, MIchigan
“
We have been very happy with
the support we receive from
Rimini Street.”
Jim Blakeslee, CIO, Moraine Park Technical College
Your software is mature, stable, and meets
your needs - but your annual software support
costs are rising and eating up your IT budget.
It’s good to know you have options.
We'd like to show you why more and more
government and education organizations are
choosing Rimini Street to support their
applications for the next 10 years and beyond.
And how our clients achieve more than 50%
in annual cost savings.
Visit us at Alliance 2009 in booth 419 or on our web
site at www.riministreet.com for more information.
www.riministreet.com USA +1 888-870-9692
©2008 Rimini Street, Inc. All rights reserved. Rimini Street is a trademark of Rimini Street, Inc. All other names may be trademarks of their respective owners.
“Over 140 W2 Employees dedicated to
PeopleSoft, Oracle, SAP,
Microsoft and other technologies”
ERP Analysts is a specialized application service provider with offices in Dublin, OH,
and Atlanta, GA. We have a long track record of successful projects, providing services
to mid market and fortune 500 companies. We have provided unmatched services and
expertise to our client base since 1999. Our client driven relationships have allowed us
to grow to over 140 W2 employees throughout the US.
We are experts in
implementations, upgrades and post production support. We look forward to developing
Key Differentiators:
Key Facts:
Over 140 W2 Employees dedicated
to PeopleSoft, and Oracle Apps.
Oracle Certified Partner
SBA 8(a) Certified Company
Over 50% of staff are Oracle
Certified in PeopleSoft or other
Oracle Apps.
6+years average consultant
experience
Employee Retention over 95%
Successful Not to Exceed contracts
Core Competency in PeopleSoft
Privately held since 1999,
Consistent Growth & Financially
stable
An Inc 500 Company – One of the
fastest growing privately held
company in US – Ranked # 234 in
2008 and # 27 in IT Services
Ranked #85 by Deloitte fast 500
technology companies in North
America
W2 Model results in low cost & high
quality resources
Partners are accountable for
project delivery
Clients
include:
Certifications
& Awards:
Contact:
425 Metro Pl N Ste#510, Dublin, OH 43017, Ph: 614-718-9222, Fax: 888-432-0204
Email: [email protected], Web: http://www.erpanalysts.com
Mix and Mingle
No.
Title
Room
SUNDAY 03:30 PM–05:00 PM
26883
Academic Advisement Mix and Mingle
Ross Leisten, Salisbury University;
303A
26884
Admissions Mix and Mingle
Jennifer Bayless, Missouri University of Science and Technology;
303B
26867
Budgeting Mix and Mingle
Michael Meister, Western Michigan University;
201D
26885
Campus Community Mix and Mingle
Janice Bazzani, University of Connecticut;
303C
26877
Capital Projects Mix and Mingle
Mary Dopart, Oracle/PeopleSoft;
210C
26881
Continuing Education Mix and Mingle
Mary Dopart, Oracle/PeopleSoft;
213C
26871
Contributor Relations Mix and Mingle
Tom Abrell, Gemological Institute of America;
207A
26872
CRM Mix and Mingle
Audrey Bledsoe, DePaul University; Frank Montoya, Arizona State University
207B
26873
EBS Mix and Mingle
Lynn Godfrey, Liverpool John Moores University;
207C
26886
Financial Aid Mix and Mingle
Susan Jones, Indiana University;
303D
26862
FUN Mix and Mingle
Terry Hannan, Treasury Department - Departmental Office;
208B
26874
General Interest Mix and Mingle
Mike Cole, University System of Georgia;
207D
26863
General Ledger Mix and Mingle
Yessenia Mendoza-Tate, North Carolina State University;
201A
26866
Grants Mix and Mingle
Susan Berry, Florida State University;
201C
26878
HRMS Mix and Mingle
Teri Thorsen, North Dakota University System;
210D
26876
K-12 Schools Mix and Mingle
Donald Jenkins, Jefferson County Public Schools;
210B
26864
Procurement to Pay Mix and Mingle
Jackie Creager, University of Michigan;
201B
26879
Project Management Mix and Mingle
Mary-Ann Bloss, University of Arkansas;
213A
26875
PSUG Mix and Mingle
Donna Hildebrand, City of Chesapeake;
210A
26870
Reporting Mix and Mingle
Julie Parmenter, Indiana University;
204C
26887
Student Financials Mix and Mingle
Gabrielle Bovenzi, Indiana University;
304A
21
Mix and Mingle
No.
Title
Room
26888
Student Records Mix and Mingle
Lisa Emery, University of Michigan; Stacy Storrs, University of Connecticut
304B
26869
Technical/Security & Audit Mix and Mingle
Tina Thorstenson, Arizona State University;
204B
26880
Training Mix and Mingle
Rebecca Vilsack, University of Central Florida;
213B
26882
UPK Mix and Mingle
Rebecca Vilsack, University of Central Florida;
213D
Project Management
Business Process Design
Packaged Software Implementation
Organizational Change Management
Helping our clients successfully
Navigate the course of change.
www.navmp.com
614.796.0090
22
Integration Gridlock?
Relax. Let Our Solutions
do the Work for You.
Join us at Booth 210 to find out more about our
award-winning integration solutions and how
EMS Consulting – Intelligent Chaos can help you
navigate through your system integration challenges.
Register to win a Garmin GPS for your personal navigation needs. Look for details in our conference bag insert.
EMS-IC is an Oracle Certified Partner providing integration solutions for today’s business process challenges.
Visit us at www.consultems.com/events to schedule a free personalized consultation during the conference.
Integration Services | PeopleSoft | eBusiness Suite | BPM | IdM | www.consultems.com
Sponsors
r
nso
o
p
S
er
i
m
e
r
P
rs
so
n
o
p
mS
nu
i
t
a
l
P
24
Sponsors
rs
Go
onso
p
S
ld
548
5415
25
Sponsors
rs
nso
o
p
S
er
SCRIP-SAFE
Moore Integrated Solutions,Inc.
Windstar Technologies, Inc.
Cajana
CollegeSource, Inc.
Accenture
The Cansler Group
CASHNET
CollegeNet, Inc.
Gideon Taylor Consulting, LLC
Navigator Management Partners LLC
The Hackett Group
RMS
Marevick Solutions
Timecruiser Computing Corporation
SunGard Higher Education
MAXIMUS, Inc.
LumenData, inc.
Silv
The HEUG would like to thank the following special events sponsors:
The HEUG would like to thank Io Consulting for sponsoring the First Annual Fun Run and Walk. Thank you for helping to
make this a healthy and fun event for our members.
The HEUG would like to thank CollegeNet for sponsoring the Golf Tournament. Your many years of commitment to this
event have made it a valuable addition to the conference.
26
Rapid Deployment
g Ensure Compliance
g Automate Workflow
g Manage Multiple Campuses
g
The Six Reasons Why SaaS will Help You to Succeed in 2010
PREsEntED by:
Michael Peck , Regent Senior Vice President of Client Solutions
When: Tuesday, March 24, 2008, from 11:10 A.M.–12:10 P.M.
session ID: 26051
Stop by Regent’s booth, #305, to learn more.
LEARn About thE othER ADvAntAgEs REgEnt hAs to offER:
www.regenteducation.com/hEug
© 2009 Regent Education, Inc. All rights reserved.
We Do
Training!
O perational
Intelligence
D O • Y O U • H AV E • I T ? ™
PeopleSoft, SOA, OBIEE, APEX, JAVA, XML
• Quality onsite training for your team (Saving you travel expenses!)
• Trainers experienced both in the technology and as trainers
• Training tailored to your project and environment
• Training and pricing for groups as small as 4 students
• Great customer service
• Savings of 30-50%
• Comprehensive training on Oracle 10g/11g, Oracle EBS, PeopleSoft,
Java, XML, and Web Services.
Now you can turn raw scheduling, admissions, course
evaluation and IT data into real information – information
that lets you better see how you operate and how you
compare. We call it Operational Intelligence. It’s the new,
interactive visual layer on top of the web-based, on-demand
administrative systems our clients trust and depend upon.
Call:1-866-MAVERICK
To find out more, contact us at 503-973-5200 or
Service-Disabled, Veteran-Owned Small Business
[email protected].
corp.collegenet.com
w w w. m a ve r i c k s o l u t i o n s . n e t
© CollegeNET, Inc. All rights reserved.
MK-A-184 1/09
Oracle’s PeopleSoft Enterprise Student
Administration Integration Pack (SAIP) +
Timecruiser’s CourseCruiser LMS
No hardware to buy or upgrades to plan for,
come experience CourseCruiser LMS from
Timecruiser, a 2008 CODiE Award winner!
Meet the team that will be there for you – from strategy development to
system implementation, training, and course conversion –Timecruiser.
Learn how you can get the technology, experienced support, and
professional services you need to establish, enhance, and sustain your
campus communication, collaboration, and learning systems.
“We’ve considered the alternatives,
but none of them match up to the
bundled features of Timecruiser’s
products and partnership.”
Neil Sachnoff,
Middlesex Community College,
New Jersey
Booth #430
PeopleSoft Enterprise – Public Sector Experts
• PeopleSoft Enterprise Focus
• State and Local Government Specialists
• Implementation, Upgrade, UPK Training
• Ongoing Support and Maintenance Services
Other Value Added Services
• Effort Reporting System (ERS)
• Comprehensive Rate Information System (CRIS)
• Cost Allocation and Rate Analysis
For More Information
• Call - 1-800-884-4140
MAXIMUS Presented Sessions:
877-450-9482
www.timecruiser.com
Copyright © Timecruiser Computing Corporation (“TCC”). Timecruiser, CampusCruiser, CourseCruiser, CruiserMobile, CruiserAlert,
CruiserEval, and CruiserCafe are trademarks or registered trademarks of Timecruiser Computing Corporation. All Rights Reserved. All
other names are trademarks of their respective companies.
Enterprise Learning Management at State of Tennessee:
Session ID # 26932, Tuesday, 11:10 A.M. – 12:10 P.M., Room 201C
Electronic Catalog and Item Management:
Session ID # 26933, Tuesday, 11:10 A.M. – 12:10 P.M., Room 201D
Using Oracle ESB and BPEL with PeopleSoft Applications
Session ID # 26934, Tuesday, 11:10 A.M. – 12:10 P.M., Room 201B
HEUG Booth Number: 240
It’s time to make a difference
• Time to get one campus-wide document management solution
• Time to implement document management projects without
additional resources
• Time to find the best–fit applicants faster than the competition
• Time to retrieve documents directly from PeopleSoft
Make time to attend
“The Users’ Perspective: Enterprise Document Management
and Workflow with Real PeopleSoft Integration”
Tuesday, March 24
11:10 am-12:10 pm
room 202A.
OnBase.com/HigherEducation
booth 319
©2008 Hyland Software. All rights reserved.
How we live.
Fully web based
(not client/server
nor web enabled),
integration to central campus systems,
conference management, judicial management and student
web self service with
self assign.
How we learn.
How we connect.
We have this effect
on all our clients.
Nobody can match RMS when it comes to
housing, conference and judicial software.
We help our clients manage over 500,000
beds a day.
Trust experience. Let RMS manage
your campus housing environment.
�
Residential Management Systems
www.rms-inc.com
Today the world is a smaller place.
Transformed by big ideas.
The future of higher education is being reshaped by
fundamental shifts in how we experience our world. At
SunGard Higher Education, we are helping education
communities build the next-generation unified digital
campus to support new ways of knowing, creative platforms
for learning, and better forums for understanding.
Visit us today to learn more.
www.sungardhe.com
Are you reAdy?
SunGard, the SunGard logo, Banner, Luminis, and PowerCAMPUS are trademarks or registered trademarks of SunGard Data
Systems Inc. or its subsidiaries in the U.S. and other countries. © 2009 SunGard. All rights reserved.
Higher Education’s
Top Choice for
Oracle PeopleSoft
Consulting & Training
Io Consulting specializes
in large, multi-application
enterprise projects and
provides a wide range of
services including project
planning, functional & technical development, and
upgrade & training services. Our long list of satisfied clients at some of the top universities in the
nation attests to our successful implementation
and upgrade track record.
Implementation and Upgrade Services
• Financial Management
• Human Capital Management
• Campus Solutions
• Information Technology Infrastructure Library (ITIL)
• Project Quality Assessment & Review
“I would like to thank [Io Consulting] for making the upgrade process
over the last seven months not only efficient but a great deal of fun... Io
and its partners helped everything come together fast. I have not heard
of any other University in the country that registers as many students in
one window as Duke – but we were able to do so with Io’s help.”
Session Information
Kathy Pfeiffer, Assistant Vice Provost &
Director of Student Information Services and Systems
Duke University
Proven Methodology
Io Consulting utilizes a proven methodology
that focuses on knowledge transfer and
cross-application touchpoints.
Dedicated Functional and Technical Experts
Every Io consultant has extensive experience
in the higher education sector. Our team understands the business practices of higher education
and can quickly grasp your vision, goals and
priorities.
Specialized PeopleSoft Training
We provide cost-effective and quality onsite
PeopleSoft functional and technical training.
Our classes are delivered by experienced
PeopleSoft instructors using our own curriculum,
taught on your release, and can be adjusted to
meet your needs.
“Io Consulting is a key business partner serving in several leadership
roles on Ohio State University’s Student Information System project.
They have demonstrated deep business and technical expertise that
has contributed significantly to OSU’s achievement of strategic
initiatives. Working collaboratively with Io Consulting is both productive
and a pleasure.”
Kathleen Starkoff, Chief Information Officer
The Ohio State University
Session #
Presentation Name
Date
Time
26822
Department Center –
Distributed Scheduling to Departments
Mon, 03/23/09
12:50 PM – 1:50 PM
26595
Organizing Around
Self Service Customizations
Mon, 03/23/09
2:10 PM – 3:10 PM
26331
ITIL for Everyone –
Improve Cost, Productivity and Quality!
Mon, 03/23/09
3:30 PM – 4:30 PM
26019
Admissions and Campus
Community Jeopardy
Tues, 03/24/09
9:50 AM – 10:50 AM
26290
Unleash the Power of PeopleSoft Query
Tues, 03/24/09
11:10 AM – 12:10 PM
26657
We’d Be Up a Creek Without an OAR:
Original Application Repository
Tues, 03/24/09
2:10 PM – 3:10 PM
Visit us in booth 326
877.656.6603 | io-consulting.com | [email protected]
ONSERVICES
LET US TURN YOUR PROJECT ON!
Introducing OnServices: Higher Technology Solutions has developed various cost effective
concepts to meet the unique needs of each institution.
Understanding the Higher Ed landscape, we recognize the needs of minimizing costs yet
ensuring successful and effective processes. Utilizing our full−time employees, professional
consultants and adjunct consultants, we are able to provide OnServices to many campuses across
the country.
If you would like more information, please feel free to contact us at 877−817−7830 ext 701.
ONCAMPUS
ONLINE
OnCampus training is Oracle University Campus Solutions
courses tailored to address your school’s implementation
needs delivered by HTS.
OnLine workshops are our project−focused Campus Solutions
Workshops offered via the web. This role−based set of
workshops allows institutions to tailor a custom, cost effective
learning path for their extended project team members and
office staff. These workshops can serve multiple purposes: to
provide a foundation for project support members, to re−train
staff in new areas, and to educate new hires on the various
processes they will support.
ONCORE
OnCore Functional Lab enables clients to leverage HTS subject
matter experts who understand Campus Solutions from a
higher education and student system implementation
perspective.
ONTARGET
ONPOINT
OnPoint is our cost effective implementation methodology that
allow schools to cut large percentages from their
implementation cost. This service can be provided to schools
that are pre−qualified by Oracle Sales or by HTS.
WWW.HTSGLOBAL.COM
−
OnTarget is our core implementation service where we
deploy our Subject Matter Experts as needed to meet client
needs. Our consultant team comes from the university
setting, with experience in higher education management and
Campus Solutions implementations.
877−817−7830 EXT. 701
−
[email protected]
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
MONDAY 09:50 AM–10:50 AM
M2 26713 Tired of the death threats from your end-users?
Academic Advisement - Tips 8.9
303A
How to enhance productivity on your campus.
and Tricks
Tired of the glares from your end-users when the word PeopleSoft is mentioned? The death threats left on your phone because of the
extensive clicking required? Well, we want to tell you that there is light at the end of the tunnel.
Kimberly Kernen, California State University Sacramento
M2
26673 Save Data Processing Time; Scan ID and
Admissions - Tips and Tricks 8.9
303C
Application Numbers Don’t Key ‘Em!
How long are your EmpID’s? How expensive are data entry mistakes? How often is your staff keying numbers to complete their
tasks? Stop the madness and become the hero in your office today. Come learn how JMU implemented bar code technology to
populate PeopleSoft panels increasing accurate data entry. Although this technology was developed in Admissions, it’s applicable to
Financial Aid, Student Financials, Contributor Relations, or any other area where data processing involves keying numbers.
Joe Manning, James Madison University
M2
26709 Best Practices for Maintaining PeopleSoft EPM
Budgeting - Tips and Tricks 9.0
202A
ETL Maps
Learn best practices for maintaining and enhancing ETL maps used with Oracle’s PeopleSoft enterprise performance management
applications, including PeopleSoft Planning and Budgeting, PeopleSoft Campus Solutions Warehouse, and PeopleSoft Performance
Management Warehouse.
John Robinson, Oracle Corporation
M2
26225 Introduction to Oracle’s Hyperion Performance
Budgeting - Oracle
N/A
202B
Management Applications
Application
Attend this session to get an overview of Oracle’s Hyperion Performance Management Applications, the industry’s leading suite
of analytic applications for higher education and other industries. Learn how these products can help your organization deliver
predictable results, improve internal and external transparency and increase organizational alignment.
John O’Rourke, Oracle Corporation
M2
26578 Be Our Guest Be Our Guest Put Our Self Service Campus Community - Tips
9.0
303B
to the Test!
and Tricks
This presentation demonstrates how to make the most out of Oracle’s PeopleSoft Enterprise Campus Self Service and PeopleSoft
Enterprise Campus Student Service Center applications.
Roxanne Dell, Oracle Corporation
Susan Garland, Oracle Corporation
M2
26741 Automated Letter Production using 3C Engine,
Campus Community - Case 9.0
303D
Pop. Selection, Comm. Generation, and XML
Study
Publisher
From creating the Comm. Code to printing the letter; this case study details the University of Wisconsin’s Office of Admissions
transition from customizations to the delivered use of 3C Engine with Population Selection and Communication Generation with XML
Publisher. All tools are used as delivered without customization. The goal of the presentation is to give functional end users with some
technical savvy the knowledge to return from the conference and dive in to these new Communication Tools.
David Leszczynski, University of Wisconsin - Madison
M2
26172 Reaching Your Alumni through PeopleSoft Self
Contributor Relations 9.0
208A
Service
Oracle Application
Moody rolled out Campus Self-Service 9.0 to students and needed a way to continue providing access as students became alumni,
as well as give current alumni additional ways to interact with the school and each other. Hence, the desire for the creation of alumni
self service. Alas, the delivered self service features do not focus on post-academic activities. Using a combination of features from
Campus Self Service, Contributor Relations, and Campus Community.
Walter White, Moody Bible Institute
Chris Couture, CIBER Enterprise Solutions
33
Sessions by Time
Time No.
M2
Title
Track/Session
Ver
Room
26606 PeopleSoft CRM for Higher Education Overview
CRM - Oracle Vision
9.0
209A
and Roadmap
Perhaps you’re new to PeopleSoft CRM for Higher Education and want to learn more about it. Or perhaps you’re an old pro with it.
Either way, come to this session to learn about what PeopleSoft CRM for Higher Education offers and what it can do for your campus
in the areas of Recruiting, Retention, and Student Services. This session will provide an overview of what PeopleSoft CRM for Higher
Education offers as well as strategy, product roadmap, and customer successes.
Gary Allen, Oracle Corporation
M2
26807 The 7 Year Itch
Federal Users Network 8.9
208B
Case Study
After seven years of operating in a development mode and progressing through Five Releases and an Upgrade, the Department
of the Treasury’s Office of DC Pensions began the transition to a maintenance operation and organization during early 2008. How
did they handle the 7 Year Itch? This major shift in orientation required a change in contract support, changes in The Way We Were
operating and thinking, and a reorganization and redirection of the organization’s staff. He
Raymond Coyle, Treasury Department - Departmental Office
M2
26322 Welcome to PeopleSoft Financial Aid! Secret
Financial Aid - Tips and
9.0
304A
Handshakes and Other Things You Need to Know... Tricks
If you are a new PeopleSoft Financial Aid user, this session is for you! Learn the tips, tricks and things you should know (or wish
you had known!) as you implement PeopleSoft for the first time. From planning to setup to testing to production, we’ll talk about the
getchas & gotchas, dos & don’ts, resources & recommendations that will assist you in a successful and “stress-less” implementation.
Presented by your colleagues - let us give you a hand up on the implementation climb!
Jennifer Hulvey, University of Virginia
M2
26323 Working with File Parser
9.0
304B
Tricks
This presentation covers working with Oracle’s PeopleSoft File Parser utility and discusses the setup and use of File Parser in
PeopleSoft 9 campus solutions.
Ken Lyman, Oracle Corporation
M2
26471 Campus Solutions Enrollment Services: Current General Interest - Oracle
9.0
209B
Updates and a Look Forward
Vision
Join us for a session on the current and future outlook for Oracle’s PeopleSoft Student Records, PeopleSoft Recruiting and
Admissions, and PeopleSoft Academic Advisement for Campus Solutions. Members of the enrollment development team join host
Larry Borgione, Principal Product Manager for PeopleSoft Campus Solutions Product Strategy, for this informative session in which
we review updates to current features and examine directions and objectives for the future.
Larry Borgione, Oracle Corporation
M2
26764 Engaging with global resources to ensure
General Interest - Case Study N/A
210A
implementation success
CU was finding it difficult to identify and hire both CU technical staff or local contractors with PeopleSoft technical skills. In addition,
CU’s budget for technical support was limited. CU conducted a pilot (proof of concept) design and development project with Oracle
Global Services Delivery - India (GSDI). Based on the success of the pilot, CU has worked with GSDI over the past year to design
and develop Campus Solutions extensions, conversions and interfaces for a savings of over $1.5M
Kari Branjord, University of Colorado
Betsy Davidson, Oracle Corporation
Ashok Pereira, Oracle Corporation
M2
26068 WRS (Wolfpack Reporting System)-NCSU’s
General Ledger - Case Study N/A
201A
Financial Reporting Solution for Campus
The Wolfpack Reporting System has been one of the most successfully implemented Reporting tool for financial information at NC
State. It provides comprehensive financial reporting in a one-stop shopping environment. This presentation will demonstrate the
different reports that were created and the type of data it displays.
Jennifer Coltrane, North Carolina State University
Yessenia Mendoza-Tate, North Carolina State University
34
Sessions by Time
Time No.
M2
Title
Track/Session
Ver
Room
26277 Using Profile Management to Feed ePerformance - HRMS - Case Study
9.0
207B
Performance Reviews are Fun for Everyone But HR
FSU is using job code competencies (KSA’s) & position duties from the position profiles in the Profile Management module to
feed the individual performance documents for each non-faculty employee in ePerformance. This results in reviews that are more
closely aligned with position descriptions & helps to ensure that those items are kept up to date. It also allows HR to define universal
behavioral expectations for all employees & professional competencies for all professional employees “globally”.
Leslie Fennell, Florida State University
M2
26501 It’s NOT a Small World in Commitment Accounting HRMS - Tips and Tricks
8.9
207C
This presentation will offer ‘tips’ to use in researching and resolving payroll issues related to commitment accounting. We will review
payroll processing errors interrelated with position and job data and the combination code (account code) and the department budget
earnings records.
Discover the ‘secret’ to ‘reading between the lines’ when the errors say one thing but that is NOT what it means.
Myra Elias, Arizona State University
Geri Foskett, DePaul University
M2
26832 Oracle’s Recruiting Solutions
HRMS - Oracle Application
9.0
207D
New capabilities available in Oracle’s Recruiting Solutions will enhance your recruiting efforts. Learn how you can identify hidden
talent within your own organization, engage with passive candidates and take advantage of other product enhancements.
Colleen Neymeyer, Oracle Corporation
M2
26394 Automated communication using XML Publisher Innovations - Poster Board
9.0
ARL
Will show various pixel perfect communications to students developed using XML Publisher and automated via Communication
Generation Engine. These include Fin Aid disbursement notifications, Real time account statement, and other hard copy and soft
copy communications to the students. May also present other innovations such as batch student photo upload, Active Directory
integration time permitting.
Manoj Chitre, Claremont Graduate University
M2
26521 A Bolt-On Housing Module for PeopleSoft
Innovations - Poster Board
8.9
ARL
The administrative IT staff at the University of Massachusetts Amherst has developed a bolt-on Housing Module for PeopleSoft
Campus Solutions. Developers used PeopleTools to create the software which includes a wide variety of self-service and office staff
functions. UMass Amherst’s Housing and Residence Life runs one of the ten largest housing systems in the United States with over
12,000 students living in 45 residence halls.
Ted Atkinson, University of Massachusetts-Amherst
Thomas Eisenman, University of Massachusetts Amherst
M2
26759 Best Practice Tips for Your Upgrade to Oracle
Oracle E-Business Suite 12.0.4
206A
E-Business Suite R12
Tips and Tricks
Join us as we provide you with the tips and tricks that you can utilize to upgrade to the Oracle E-Business R12 release. We’ll demo
how to more effectively utilize Maintenance Wizard, Diagnostics, and Upgrade Notes - available thru MetaLink - to assist with your
upgrade. You will also learn about additional services from Oracle Support that can help guide you as you upgrade to the industry
leading Oracle E-Business Suite of products. Connect, Collaborate, and Learn.
Lynn Pionkowski, Oracle Corporation
M2
26358 Building an Integrated eProcurement and ProCard Procurement to Pay - Case
8.9
201B
Solution
Study
NC State University (NCSU) implemented the 8.9 e-Procurement module within our Financial System in February 2008 called the
NCSU MarketPlace. The project allowed the NCSU MarketPlace to grow in sales and transaction volume by over 100%. We utilize
direct vendor punch-out technology and the University P-card as the payment method.
Sharon Loosman, North Carolina State University
35
Sessions by Time
Time No.
M2
Title
Track/Session
Ver
Room
26007 You Can Survive -- How to Upgrade CS, HC, FI and Project Management & Life
9.0
210C
Portal to 9.0 in A Year
Cycle - Case Study
OUHSC started 2008 on CS 8.0, HC 8.8, Portal 8.8, and FS 8.9. By February 2009, all of our applications were at 9.0. We are also at
the current CS bundle and tax update. Not only did we upgrade our PeopleSoft version, we also replaced our hardware and operating
systems for all our environments. How did we do it? Come and hear how. We will discuss our PeopleSoft organizational structure,
methodology, the challenges we faced, our successes and the lessons we learned as we went along.
Dorothy Polen, University of Oklahoma Health Sciences Center
Kevin Fitzgerald, University of Oklahoma Health Sciences Center
M2
26834 Your Voice Into the PeopleSoft Financials and
Public Sector - Oracle Vision 9.0
211A
Supply Chain Roadmap
Attend this session to get an understanding of how the PeopleSoft Strategy is formed within Oracle. Learn how your voice is
incorporated in the process through the partnership with the State and Local User Group as well as the Higher Education User Group
Product Advisory Groups.
Char Jorgenson, Oracle Corporation
M2
26033 How To Build an Interface That Works
Public Sector - Case Study
8.4
211B
Using Component Interface (CI) in application engine and embedded on an interface page, create customers, bills, and deposits in
PeopleSoft from an XML file
Sean Hardeo, City of Boston
M2
26446 Increasing your Reporting Horsepower
Reporting - Case Study
8.9
212A
The University of Colorado produces nearly 200,000 financial reports each month-end and electronically distributes them to each
campus. Find out how we solved this logistical nightmare and provide our campuses with access to over 12 million rows of data each
year and over 2 million PDF reports without impacting PeopleSoft performance.
Randy MacLeod, University of Colorado
Vickie Martin, University of Colorado
M2
26917 Implementing Hyperion Planning at Harvard
9.x
University
Learn about Harvard’s recently completed pilot implementation of Hyperion Planning System 9 at four faculties.
213C
Jason Shaffner, Harvard University
Catherine Lloyd, Harvard University
M2
26208 Meet the RPAG
Reporting - Panel Discussion N/A
213D
This is your opportunity to meet and interact with the members of the Reporting Product Advisory Group (RPAG) and Oracle Strategists
in an informal discussion of reporting issues and product updates.
We will provide a summary of the RPAG’s activities over the past year and our future goals.
Come and meet the RPAG, speak directly to Oracle and help us focus the PAG priorities for the coming year.
Colin Hetherington, University of Derby
M2
26617 Computer Access Modification System at UNT
Security & Audit - Case
8.9
206B
Study
CAMS, Computer Access Modification System, at UNT is a custom bolt-on written in-house to accommodate “on boarding” and
functional areas’ computer access needs. It allows departmental users to add new employees to the system immediately by creating
EmplIDs and user accounts. It also facilitates the modification or removal of existing computer access in PeopleSoft and other
applications for employees via a system of requests and approvals.
Vicky Walker-Brooks, University of North Texas
M2
26012 Managing & Auditing security during
Security & Audit - Tips and
9.0
207A
implementation and beyond
Tricks
Setting up security in advance of a go-live, including SACR, in a non-production environment and migrating that into the production
database without destroying current production security (if a phased go-live), and reporting/auditing on security after go-live.
Denise Goin, Oracle Corporation
36
Sessions by Time
Time No.
M2
Title
Track/Session
Ver
Room
26036 To Collections and Beyond - Buzz Lightyear to the Student Financials - Tips and 8.9
213A
rescue
Tricks
We will show how the University has used the collection process in 8.9 to fit with the current collection business policy. This
presentation will focus on the delivered, out of the box collection process. Included will be a brief overview of our current business
policy, instructions for collections setup and collection activity.
Kim Gilbert, University of Arkansas
Kim Bullard, University of Arkansas
M2
26485 Financial Aid 102 for SF Users
Student Financials - Tips and 9.0
304C
Tricks
Slap on your regulatory seatbelts for round 2, Financial Aid 102 for SF Users! At last year’s Alliance conference we covered some of
the more common integration issues between financial aid and student financials. Thanks to the recently signed Higher Education
Opportunity Act, we have even more reason to keep the channels of knowledge and communication flowing between these two
business areas.
Elaine Nowak, University of Michigan
M2
26563 ‘Have PeopleSoft Will Travel’-Overview of the
Student Records - Case
8.9
213B
custom ‘Study Abroad’ Functionality
Study
The scope of the Campus Solution 8.9 implementation at OSU included a ‘Bolt-on’ customization to provide the Office of International
Affairs the means to administer and maintain their varied and complex ‘Study Abroad’ programs and processes. The delivered ‘Study
Agreement’ feature was used as a base to integrate this customization. Custom Objects, Online Processes and Batch Process that
spanned across different CS modules and ‘Self Service’ areas were developed to deliver this functionality.
Nalini Sundar, Ohio State University
Laurie Ogburn, The Ohio State University
M2
26581 How to avoid the 10 o’clock news - Getting
8.9
304D
Control of User Security
Study
When it comes to security setup for your student administration system, are you spending all of your time reacting to requests for
access? Do you have gaps due to staff transfers, but you don’t have a good system to change their access? Attend this session to
learn how MATC Madison created a Role Based Security initiative that took the headache and ‘reaction’ out of setting up individual
staff security to their student administration system.
Rona McNeil, Madison Area Technical College
Stephanie Dean, Madison Area Technical College
M2
26564 PeopleSoft Meets the iPhone
Technical - Tips and Tricks
9.0
201D
Griffith University received funding to undertake a research project with a broad aim “to boost staff productivity through the increased
use of mobile practices and technologies”. One specific application that has been identified is the implementation of the PeopleSoft
Finance purchase workflow approval function on various mobile devices. This presentation will focus on the design and development
of the application architecture and report on progress and outcomes.
Tony Neaton, Griffith University
M2
26024 Clusterware/RAC Demystified
N/A
203B
Oracle’s RAC database system offers industry-leading reliability and scalability. But, the prevailing perception is that the technology
is just too complicated and, thus, costly to implement. However, the reputation of complexity is not entirely justified. This session will
survey the Clusterware/RAC architecture and show the steps to bringing up your own RAC RDBMS system.
Richard Jensen, Walla Walla University
M2
26055 Oracle University: PeopleTools, SOA, and Campus Technical - Tips and Tricks
9.0
204B
Solutions
Learn the basics of Service Oriented Architecture as implemented in Campus Solutions 9.0. This one-hour session will cover the
basics of SOA. We will discuss the components and deployment of Web Services available in the PeopleSoft Campus Solutions
product.
Scott Sarris, Oracle Corporation
M2
26716 Using Google Analytics With PeopleSoft - Year 2 Technical - Case Study
N/A
204C
This presentation will cover year two of Florida State University’s implementation of the Google Analytics website tracking utility. This
free tool was used to provide FSU technology managers with a rich set of PIA user metrics including: overall site traffic, top content
requests, geographic user distribution, referral sources, client browser statistics, and much, much more.
Randy McCausland, Florida State University
37
Sessions by Time
Time No.
M2
Title
Track/Session
Ver
Room
26643 Avoiding Pinocchio: Getting Truthful Feedback to Training & End User Support 8.9
205A
Improve your Training
- Case Study
We have learned something new about our training with each PeopleSoft module roll out, and over time our training has evolved
based on feedback from our users. We will outline some of the things our users tell us we’re doing well and where we’re not so hot!
Donna Politopoulos, University of Calgary
M2
26171 Round it Up and Tie it Together: Bringing Order to Training & End User Support 8.9
205B
your Applications and Training
- Tips and Tricks
Over the last nine years, the responsibilities of the Student Records Training Team at the University of Minnesota have been
increasing. As additional applications and databases are implemented, our roles continue to expand. This presentation will focus
on the ever-changing training world – how we’ve balanced our priorities and responsibilities, adjusted to the needs of our department
and our end users, defined how new applications fit with the others, and the lessons learned along the way.
Heather Micek, University of Minnesota
Nancy Killian, University of Minnesota
Gary Andersen, University of Minnesota
MONDAY 11:10 AM–12:10 PM
M3 26447 Comprehensive Curriculum Reform: Advising
Academic Advisement - Case 9.0
303A
Strategies
Study
This presentation will outline the various PeopleSoft areas impacted by comprehensive curriculum reform. If your institution is
considering a change to your credit system, general education or academic requirements, you will benefit from these lessons learned.
We share an in-depth review of impacts to advising including registration complexities, the Student Center, audits and automated rules.
Naomi Nash, Salisbury University
M3
26233 “That Other Advising Stuff”
303B
Study
Indiana University has supplied the user with the ability to store student advising contacts on line. IU has also modified how a
student’s advisor is stored in the system. This presentation covers both areas.
Larry Hill, Indiana University
M3
26414 9.1 Enhancements to External Test Score
Admissions - Oracle
9.0
303C
Processing
Application
Join us for an overview of the new functionality to enhance external test load and create prospect processing in release 9.1 of
Oracle’s PeopleSoft Recruiting and Admissions application.
Kay Harris, Oracle Corporation
M3
26451 A 3-in-1 Planning Application: Single Yr Budgets, Budgeting - Oracle
9.x
202B
Multi-Yr Financial Plans & Academic Initiatives
Application
A 3-in-1 Planning Application - How to Build a Planning Application for Single Year Budgets, Multi-Year Financial Plans and separate
Academic Initiatives
Andrew Walsh, New York University
Marc Hoffmeister, New York University
William Tavernia, New York Univeristy
M3
26523 Affiliations ( aka Relations to Institutions)
Campus Community - Oracle 9.0
Application
An overview of the capabilities targeted for the Campus Community feature Affiliations (aka. Relations to Institutions)
303D
Katherine Uscinski, Oracle Corporation
M3
26793 Extending Contributor Relations
Contributor Relations - Case 9.0
Study
We would like to share 3 solutions that we have integrated well with Contributor Relations.
208A
1) A PDA application written in Java that allows lookups of donor information via a mobile device; 2) a bolt-on application that holds
external feeds and allows the client to review and approve the data before it is mass loaded into Contributor Relations; and 3) a portal
application that enables us to provide end users access to policy and procedure content including a staff directory and staff photos.
Bill Gilmore, University of Pennsylvania
38
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
M3
Contributor Relations 9.0
208B
Oracle Application
A review of the changes in gift processing coming to Contributor Relations, in particular the new pledge write-off functionality and the
enhancements to credit card processing.
26341 Gift Processing Enhancements
Nigel Woods, Oracle Corporation
Cathy Canzonetta, Oracle Corporation
M3
26313 CRM for Retention, Course Planning and Service CRM - Case Study
9.0
209A
The relationship a university cultivates with its students is far reaching for both the students and the institution. DePaul wanted to
increase its sophistication in managing this relationship by intentionally targeting populations with programs to improve retention and
graduation and to provide services that help create the best student experiences possible. DePaul has been extremely innovative in
its use of CRM for student and faculty staff retention.
Chitra Nair, DePaul University
M3
26859 Correlated Analytics for Talent Management
Federal Users Network N/A
207D
Oracle Vision
This presentation explains how federal HR professionals can use the tools of inferential statistics to create correlated analytics for use
with Oracle’s PeopleSoft talent management solution.
Rick Humphress, Oracle Corporation
M3
26393 COBOL/SQL Troubleshooting for Business
9.0
210D
Analysts
Tricks
Functional experts: this session will provide basic concepts & tips for zeroing in on problematic code, with real-life examples in CS
9.0 programs. Presented from a Business Analyst’s point of view, the session is intended to help bridge the gap between functional &
technical troubleshooting, to start you down the road to speedier resolutions. No prior knowledge of COBOL required. PeopleCode
& SQR examples will also be included, if time permits.
Brian Robson, University of Michigan
M3
26020 3C’s Primer for Financial Aid
8.9
304A
Tricks
This session is an overview of 3C’s setup & assignment. Special attention will be given to ways in which the 3C’s can be used to
support the Financial Aid Office’s business processes. Time permitting, there will be bonus peek at UEM’s.
Julie Churchill, University of Wisconsin - Whitewater
M3
26144 FFELP to DL and ELM in 6 Weeks – Total
Financial Aid - Case Study
9.0
304B
Conversion on the Fly
In Spring 08 new regulations on interest subsidies & preferred lender lists began to change the landscape of FFELP. Zero-fee loan
options began to erode & there was uncertainty about continued participation with IU’s primary lending partners. Determined to
provide reliable loan service to students, IU turned to Direct Lending & a partnership with ELM for alternative loans. Hear how the
decision evolved across 8 campuses & how IU made the switch over the course of only a few short weeks.
Stephen Martino, Indiana University
M3
26279 Implementing Patches & Fixes – A Functional
General Interest - Tips and
8.9
209B
Team Plan
Tricks
We have many tips and tricks to ensure that your functional team is prepared to successfully implement patches & fixes. Topics:
analysis of bundle documentation, decision-making regarding customizations, effective planning, coordinating with technical teams,
managing testing and issues, change management, and successful go-live. Modules: student records, admissions and recruiting,
contributor relations, campus community, advisement, and interfaces. We will also include many handy templates
Lisa King, Nova Scotia Community College
Benita Pecile, Nova Scotia Community College
M3
26411 Oracle’s EPM System: Driving Management
General Interest - Oracle
9.x
210A
Excellence
Vision
This session covers Oracle’s enterprise performance management(EPM) system, the first and only performance management
system integrating the market-leading performance management applications of Oracle’s Hyperion with Oracle’s comprehensive
business intelligence foundation and applications. Find out how Oracle’s EPM system leverages operational investments and can
drive management excellence at our institution!
Mark Conway, Oracle Corporation
39
Sessions by Time
Time No.
M3
Title
Track/Session
Ver
Room
26152 Supporting Operations using a Data Warehouse
General Interest - Case Study 8.9
210B
UT Arlington is using reporting tools to provide insight into daily operations to those actively involved in those operations. This
sessions will explore the approach taken by UT Arlington and the benefits to be gained.
Darlene Hopkins, University of Texas at Arlington
M3
26802 PeopleSoft Financial Management Solutions
General Ledger - Oracle
9.0
201A
Roadmap
Vision
Attend this session to hear how the current release of Oracle’s PeopleSoft financial management solutions enables the use of nextgeneration technology to provide value in the areas of efficient finance processes, extended interoperability between applications,
and improved internal controls. The presentation reviews how Oracle’s PeopleSoft Release 9.1 road map and vision for future
releases address these challenges.
Amira Morcos, Oracle Corporation
M3
26480 Combo editing - make it work
General Ledger - Tips and
8.8
202A
Tricks
We currently use combination editing with no customizations for Journal Entry. We have added minimal customizations (Message
Boxes) for Budget Journals, Purchase Orders, and Voucher Combo Editing. We’ve extended this functionality to use when importing
journals via the journal generator process. We call the delivered combo edit process with a small customization to account for grants
combo editing and budget date validation for sponsored awards. We’ve recently added APP Messaging for edits.
Lana Pettit, Syracuse University
M3
26336 Upgrading to v9.0 from v8.4
Grants, Contracts & Billing - 9.0
201C
Case Study
The Fred Hutchinson Cancer Research Center will upgrade to version 9.0 from version 8.4 in April, 2009. This session will focus on
the changes in functionality seen between versions 8.4 and 9.0. In addition we will discuss issues encountered during the upgrade
process and the solutions identified to resolve these issues.
Chris Bundesmann, Fred Hutchinson Cancer Research Center
M3
26605 Multi-Campus Grants implementation - “Don’t
201D
forget the little guy.”
Case Study
But what about the rest of the campus end users who are affected by these decisions? This session highlights U of Wisconsin’s three
campus Grants implementation. We will discuss our strategy for bringing a highly centralized team approach back to the individual
campuses to adapt to their specific business practices. It will touch on testing, data conversion, training, and communication.
Scott Larson, University of Wisconsin System
Lourdie Fabien, Huron Consulting
M3
26826 Meet the HRMS Product Advisory Group (PAG)
HRMS - Panel Discussion
N/A
207B
Come meet the HRMS PAG to get an update on their latest efforts in advocating your concerns to Oracle. Also provide input to the
PAG on your most recent issues.
Eleanor Roberts, California State University System-Wide
M3
26797 Have you checked your Retirement Limits Lately? HRMS - Tips and Tricks
8.9
207C
The University of Louisville has recently implemented the limits for the Saving Plans. Do limits like 402g, 401a, 457b, and 415c,
drive your benefit staff crazy? Well it did us, until we implemented the limits this year. We will be able to show you some simple
spreadsheets that will assist you in setting them up for your organization. It is so comforting to know that we can trust the system to
do the monitoring, and all we have to do each year is to update the new limits.
Donna Bartman, University of Louisville
M3
26702 Paper-Less Graduate Admissions Processing &
Innovations - Case Study
9.0
ARL
Review At Towson University
Towson University employed document imaging early in 2005 integrating with SA8. A pilot project was implementing a paper-less
Graduate Admissions process. The paper-less process uses customized PeopleSoft pages with row-level security managed by the
central graduate admissions office, ImageNow integration and a WebNow link for off-campus use. And all of this went through an
upgrade to CS9! There are 64 graduate program directors and over 4,000 graduate applications a year. In the past three year
Jay Taffel, Towson University
Mark Jacque, Towson University
40
Sessions by Time
Time No.
M3
Title
Track/Session
Ver
Room
26146 iPhone Portal
9.0
ARL
George Fox University has utilized Apple’s iPhone as an information portal “iGFu” for community and academic information. The
iPhone offers a unique supplement to the PeopleSoft Portal with great iPhone application opportunities. Find out how GFU’s new
PeopleSoft implementation has incorporated this popular mobile device to bring added value
Greg Smith, George Fox University
M3
26633 Get Principal Investigators the grants info they
206A
want - using Oracle Toplink, ADF and JDeveloper Case Study
Get insight into the Research Foundation project to find out what RF Principal Investigators were missing and how we got it to them
from eBusiness Suite in a way they would actually use. The project was RF’s first using Oracle TopLink, ADF and JDeveloper. What
were pros and cons of requirements gathering? Did we actually learn from previous lessons learned? How did we not repeat the
mistakes of the past? What mistakes will we (try) not to repeat and how do we do that?
Paul Manley, The Research Foundation of SUNY
M3
26067 If It’s Thursday It Must Be Peoplesoft
Oracle E-Business Suite N/A
206B
Case Study
The presentation will describe first, how LJMU developed an ERP/Business Suite as opposed to best-of-breed strategy, building on
our 1999 acquisition of OSS with investment in EBS, and noting that if we’d selected Campus Solutions the strategy would have been
towards PSFT Enterprise; and secondly, our journey since then in trying to keep our strategy on track whilst Oracle make acquisitions
& dramatically modify theirs, including the challenges of working with our chosen technology partner.
M3
26425 PTP Birds of a Feather – Part 1
John Townsend, Liverpool John Moores University
Procurement to Pay - Tips
8.9
201B
and Tricks
This session is intended for learning, discussion, idea exchange and networking. PTP PAG members are introduced and will update
you on recent activities and plans. Join a facilitated open discussion for questions and idea exchange. Part 2 of this Birds session
hosts Oracle strategy experts.
Rhonda Gilliland, University of Louisville
M3
26143 Project Management: Benefits and Challenges for Project Management & Life
8.9
210C
Your PeopleSoft Projects
Cycle - Case Study
Does the use of project management (PM) methodologies have benefits for managing your university’s PeopleSoft ERP? At Simon
Fraser University we established a Project Management Office (PMO) in 2006 and immediately began using PM methodologies
for our ERP-related projects. In this session we’ll use examples from various ERP-related projects to illustrate the benefits and
challenges of using PM. We’ll also discuss our efforts to educate the university’s management on the advantages of PM.
Diane Whiteley, Simon Fraser University
Gary Murphy, Simon Fraser University
M3
26268 R is for RECONCILIATION (Accounts Payable)
Discussion of techniques to aid in Accounts Payable reconciliation and other functional AP tools.
8.8
211A
Rhonda Sommer, City of Chesapeake
M3
26085 Simplified Custom Query Viewer as Reporting
8.9
211B
Tools.
Customized PeopleSoft Query Viewer developed by embedding another layer of Role Based security over delivered Query Security
Matrix creates a Reporting Tool that is very versatile yet simple to administer without compromising data security.
Ajit Ghosh, York Region
M3
26158 Making Cognos 8 a Campus-wide Reporting
N/A
212A
Environment
See how Princeton University adapted the Cognos 8 suite of reporting products to provide a Campus-wide reporting solution that
dealt with the individual concerns of each client office, but still provides the campus with a unified reporting environment.
Elisabetta Zodeiko, Princeton University
Suzanne Coletti, Princeton University
41
Sessions by Time
Time No.
M3
Title
Track/Session
Ver
Room
26218 Cornell’s PSoft Student Data Marts - One Year
8.9
213C
After Initial Implementation
Implementing and sustaining a successful Data Warehousing solution for Higher Education alongside of the implementation of a new
Enterprise Application System (PeopleSoft Student Administration) requires commitment, compromise & creativity.
S Herrick, Cornell University
Yiorgos Marathias, Phytorion, Inc.
M3
26845 Oracle Business Intelligence Road Map & Strategy Reporting - Oracle Vision
N/A
213D
What lies ahead in BI? In this session learn about Oracle’s vision and road map for its BI applications and how Oracle’s best-of-breed,
next generation BI foundation, enterprise performance management applications and leading financial management applications
have been combined to deliver comprehensive reporting and analysis and true, enterprise BI.
Paul Rodwick, Oracle Corporation
M3
26729 Helping the Help Desk - A 360 Degree Security
8.9
207A
View That Won’t Wrench Your Neck
Study
This presentation centers on a custom PeopleSoft component containing 10 different pages of info that is used to quickly track down
user security issues. This brings together data that used to be spread out in various locations: IP assignments, client a-v info, network
incidents, user type, and domain account history. Plus personal, email, admission, enrollment, and job status information. Also,
PeopleSoft roles and first/last logon date from across all 3 databases: Portal, CS/HR, and Finance.
Richard Yantis, Texas Christian University
M3
26515 Custom 1098-T Self-Service
Student Financials - Case
9.0
213A
Study
Northwestern University implemented a self-service 1098-T process in January 2008 for our students. Students can consent to
receive an electronic 1098-T form and view and print the 1098-T form from the self-service page.
Bradley Stene, Northwestern University
Monica Domagala, Northwestern University
M3
26131 A Day in the Life of MacGyver ... Student
Financials Troubleshooter
Tricks
How to fix Student Financials account errors with a Q-tip, duct tape and ITEM_SF.
304C
Kathy Vessey, Virginia Community College System
Stacey Schmidt, CIBER Enterprise Solutions
M3
26355 Campus Solutions Security - a functional
Student Records - Oracle
N/A
213B
overview
Application
An overview of Campus Solutions row level security (data permissions) for functional users and/or new security administrators.
Topics will cover new features released under recent bundles, as well as setup and processing for enrollment access, academic
organizations, test scores, population update, item types and service indicators. Additional areas for review will include security
views, demographic data access, and user security replacement.
Carol Glaser, Oracle Corporation
Mindy Paul, Oracle Corporation
M3
26236 Pay as You Go Functionality for Non Credit
Students
No Dough You Go, You Pay You Stay
Study
8.9
304D
Want to look at one way to force your non-credit students to pay for classes when they register? VCCS worked with Oracle Consulting
to develop a bolt-on that uses shopping cart processes to apply, enroll students in class and force credit card payment all in one
shopping session. Join us for an overview of our process.
Dennis Pasquantino, Virginia Community College System
Steve Briers, Oracle Corporation
M3
26100 Virtually Refreshing: Virtualizing and Refreshing Technical - Case Study
8.9
203B
your PeopleSoft Environments with VMWare
Learn how BYUH virtualized their PeopleSoft HRSA, Finance and Portal environments using VMWare ESX servers and how we can
automatically refresh our virtual dev, test and staging PeopleSoft environments from production automatically.
Mark Aughenbaugh, Brigham Young University - Hawaii
42
Sessions by Time
Time No.
M3
Title
Track/Session
Ver
Room
26481 Testing & Automation: A Blue Print for Success
8.9
204A
During the recent Student Administration implementation, Northern Illinois University took testing to a new level by using the HP
Mercury Suite Tools. Learn how we utilized LoadRunner, Quick Test Professional [QTP], and Quality Center for performance testing
and automation of production data processes. This was a new approach for our functional and technical teams. Come see how we
elevated testing and automation to the next level for our university.
Cindy Kozumplik, Northern Illinois University
Tom Andrew, Northern Illinois University
M3
26373 PeopleTools Road Map Part I
Technical - Oracle Vision
9.0
204B
Applications are complex and costly to maintain - and the technology landscape changes constantly. SOA, Web 2.0, Lifecycle
Management and Application Security have all become crucial. In this two-part series, you will learn how the PeopleTools strategic
roadmap will help you leverage these technologies. Part 1 of the series will cover the PeopleTools release timeline and our plans for
Integration and Web 2.0. As a special plus, we will show you our latest ideas for the PeopleSoft Look-and-Feel.
Jeff Robbins, Oracle Corporation
M3
26291 Bring Me My Documents! Incorporating
Technical - Case Study
8.9
204C
ImageNow Document Retrieval into PeopleSoft at
UNT
UNT has adopted ImageNow as its imaging software and it is being heavily used in many student areas of the university as well as HR
and Purchasing. But what good is a scanned document if you can’t easily retrieve it? This session describes how UNT incorporated
the retrieval of documents (via WebNow) into our current PS systems with maximum flexibility and minimal customization while
incorporating PS security to determines who is allowed to see the button used to retrieve those documents.
Ginny Richards, University of North Texas
M3
26123 University of Oxford’s use of the ITIL framework to Training & End User Support N/A
205A
optimize Service Delivery & Service Support
- Case Study
Over the last 3 years, the University of Oxford’s Business Services & Projects Group (BSP) has used the ITIL framework for Service
Management to coordinate and optimize its support of Oracle ebusiness suite applications, and other applications. This session will
describe what we did, what the benefits have been, what some of the pitfalls were, and our next steps.
Jeffrey Thomas, University of Oxford
M3
26168 Relationships 101: Establishing and Maintaining Training & End User Support 8.9
205B
Customer Connections
- Tips and Tricks
The U of MN Training Team has developed a three prong strategy to maintain high quality customer relations with our end users.
Through supporting what we train, a key contact structure, and monthly workshops, our team has an established reputation and
presence with our end users. This session will detail the prongs of the strategy and its development and effects over the last nine years.
MONDAY 12:50 PM–01:50 PM
M4 26121 Academic Advising Birds of a Feather #1
Academic Advisement - Tips N/A
303A
and Tricks
This session provides an opportunity for all users of the Academic Advisement module to gather together. Members of the Academic
Advisement Product Advisory Group will report on what’s been going on this year, then all attendees can share questions and
answers and present ‘work arounds’ that have solved problems at their institutions. Useful for both beginners and long-term users of
the module.
Tchad Sanger, University of California, Santa Cruz
M4
26201 Refining Document Imaging Solutions for
Admissions - Tips and Tricks N/A
303B
Admissions
We are finishing our fourth season employing a paperless review of undergraduate admission files, and Stanford University would
like to share some of the advantages of switching to document imaging. The presentation will give a brief overview of the initial
implementation, then discuss mid-course corrections and present ways in which we have improved the process since 2005. We will
also take time to discuss how we adapted the system to meet the needs of our pilot applicant interview program.
Chuck Gasperi, Stanford University
43
Sessions by Time
Time No.
M4
Title
Track/Session
Ver
Room
26357 Fishing for Prospects
Admissions - Case Study
8.9
303C
The University of Houston would like to show other institutions how we utilized delivered and customized functionality to recruit
prospective students. Presentation includes data gathering, search/match, creating prospects records, recruiting.
Jacquelyn Chaney, University of Houston System
Khalid Bhatti, University of Houston System
M4
26434 Projected Budget Model: A Budget without
Budgeting - Case Study
8.8
202B
Surprises!!
City Utilities has developed a budget add-on system using Excel and PeopleSoft that will project our annual budget prior to completing
the processing involved in developing a detailed budget. We will include how excel data is collected from Project Managers and
loaded into a custom table in PeopleSoft and n’Vision reports are run to generate financial statements. Project changes can be
quickly entered and the statements regenerated. Presentation will include a demonstration of the system.
Jeff Parkison, City Utilities of Springfield, MO
M4
26317 Campus Community: Looking Forward
Campus Community - Oracle N/A
303D
Vision
Come to this session to hear Oracle Strategy and Development discuss the new features planned for the future of Campus Community
as well as the other solutions that are part of our ecosystem.
Susan Beidler, Oracle Corporation
M4
26363 Measuring Alumni/Constituent Participation
208A
Study
Getting a solid picture of how constituents are interacting with your organization can be a challenge. Contributor Relations, combined
with sophisticated reporting, can bring in the information that has been hard to find. Come see what Cornell has done by tying
together memberships, gifts, actions, and initiatives together with our reporting to get a more complete picture of alumni engagement.
Wendy Fuller, Cornell University
Wendy Fuller, Cornell University
M4
26844 Troubleshooting Tips for PeopleSoft Online
CRM - Tips and Tricks
N/A
Marketing
“This session covers troubleshooting tips for Oracle’s PeopleSoft Online Marketing. It covers the following topics:
▪ How to enable debugging on PeopleSoft Online Marketing components
▪ PeopleSoft Online Marketing Dialog Execution Server Web server testing and operational validation testing
▪ Adding/updating consumers through PeopleSoft Online Marketing
▪ Adding/updating consumers through PeopleSoft CRM
▪ Troubleshooting PeopleSoft Online Marketing services
209A
Gordon Miller, Oracle Corporation
Anjali Varshney, Oracle Corporation
M4
26444 Extending CRM
CRM - Case Study
8.9
213C
The University of Derby has implemented CRM for Student Marketing and Business to Business sales and marketing, but are now
also extending the use of CRM across the institution for a variety of applications: as a ‘Reception’ desk for their Career Development
Centre, purchased lists of companies and contacts; reporting system for contact family members; and integration with the in-house
Alumni system.
Daniel Storey, University of Derby
M4
26740 FAntastic XML Publisher: Using Comm Gen to
9.0
210D
Create FANs, MILs, Emails, & More
Tricks
Utilize Communication Generation to create Financial Aid communications that are both informative & flexible. This session provides
an overview of the award letter template & how FANs can be created & customized by using supplemental data source definitions.
This flexibility can be extended to Missing Information Letters, emails, & other communications to improve outreach to students.
Mary Walters, Emory University
M4
26439 Making the Grade: Practical Uses of Satisfactory Financial Aid - Oracle
9.0
304A
Academic Progress (SAP)
Application
This session is geared toward functional users of Oracle’s PeopleSoft Financial Aid at every level. We will discuss setup, processing,
using population selection, and “gotchas” and walk through the enhancements made regarding transfer credit decisions.
Brenda St. Cyr, Oracle Corporation
44
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
M4
Financial Aid - Panel
9.0
304B
Discussion
Indiana University and UW-Madison will present their different approaches to loading NSLDS data into Incoming Aggregates in
PeopleSoft. UW-Madison uses the delivered functionality while Indiana University developed bolt-on approach to include NSLDS
data in aggregates, independent of the PeopleSoft version (8.9 or 9.0).
26293 Taking the Aggravation Out of Aggregates
Diana Curry, Indiana University
Mary Hillstrom, University of Wisconsin - Madison
M4
26132 Total Refresh
N/A
209B
Tricks
A typical PeopleSoft environment requires frequent refreshes of dev/test/stage using data from production. The process can be errorprone and very time-consuming without a proper process and tools. At our university, we have developed and evolved a home-grown
utility that automate the entire process.
Jim Yang, University of Saskatchewan
Jonathan Coller, University of Saskatchewan
M4
26748 Why is my PeopleSoft system so slow!!!
210A
This presentation will be a case study on how CSU initiated a process for reporting, analyzing, tracking, monitoring and implementing
procedures and policies to establish PeopleSoft performance metrics.
Mahesh Patel, California State University System-Wide
Yves Hepperle, California State University Chancellor’s Office
M4
26200 HOW MANY People Need to Review this
210B
Transaction?!?
As Northwestern University prepared to implement PS, it was evident that the delivered workflow would not accommodate the
complex review and approval processes that were required for expense reimbursements, requisitions, budget and actuals journals.
We partnered with SmartERP Solutions to build a custom workflow that enables our transactions to flow through the processes to the
appropriate reviewer/approvers based on dollar thresholds, deptIDs, deptID ranges, project IDs, or tree nodes.
Vicky Pickett, Northwestern University
Matt Petersen, Northwestern University
Tamara Eriksen, CedarCrestone
Ramesh Panchagnula, SmartERP Solutions
M4
26128 eReconcilation, Getting U of M out of the Shadows General Ledger - Case Study 8.8
201A
The University of Michigan has developed functionality within PeopleSoft to allow departmental financial staff the ability to reconcile
transactions and also to make an annotation to better explain a transaction. This functionality is part of a project to make real time
financial information available to Research Faculty and departmental administrators while eliminating the need for supplemental
financial “shadow” systems on campus.
Thom Madden, University of Michigan
M4
26348 Dynamic nVision – Say goodbye to multiple report General Ledger - Tips and
8.8
202A
versions
Tricks
We leveraged Excel functionality and nVision to create a user-friendly, self serve based reporting interface. The result is time savings
and a more on-demand reporting capability for Finance users.
Robin Miller, University of Derby
M4
26511 Expediting the Final Invoice - How to bill for what Grants, Contracts & Billing - 8.9
201C
isn’t there
Tips and Tricks
Timely final invoicing is a challenge for most institutions regardless of your billing system. Sponsor deadlines can be very short, and
there isn’t always the time to wait for final charges and cost transfers to hit the system. Here at UW we have developed a business
process to ensure timely and accurate sponsor invoicing, while leveraging the system as much as possible.
Amy L. Wilson, University of Wisconsin - Madison
Ryan McHugh, Huron Consulting Group
45
Sessions by Time
Time No.
M4
Title
Track/Session
Ver
Room
26691 You’re Hired! Now What? Automating the On
HRMS - Case Study
8.9
207B
boarding Process for New Hires
Of all of the processes that go into talent acquisition and management, on boarding may present an organization with one of the most
complex yet important set of issues. In this session, learn how Dana-Farber Cancer Institute tackled the problem of streamlining the
on boarding process through self-service automation for recruiters, new hires, and managers.
Erica Brackett, Dana-Farber Cancer Institute
Todd Tarpley, Dana-Farber Cancer Institute
Farnaj Khalifa, Dana-Farber Cancer Institute
M4
26398 Retro Distribution -- Retro on Retro
HRMS - Case Study
8.9
207C
As a research institution, University of North Texas System has a dynamic budgeting system funded by multiple external grants. The
amount and stipulations of grants can be so fluid that a committed personnel expense has to be retro distributed from one grant to
another, and sometimes more than once.
Ron Wang, University of North Texas
M4
26660 Background Checks – A painless process from
HRMS - Case Study
8.9
207D
beginning to billing
The University of Louisville has developed a background check custom process for individuals (including those outside of the
recruiting module) via the PeopleSoft environment. Utilizing a custom page, custom tables and custom sqrs, we now have a process
which allows departments to; enter and initiate background checks, send/receive/post results from our background check vendor,
receive a billing file from the vendor, and process billing into Financials.
Becky Letcher, University of Louisville
M4
26777 The Purchasing Dream Machine: Seeing each and Innovations - Case Study
9.0
ARL
every stage on only one page
Office Managers and ProCard administrators sat us down and said they wanted to see everything about a purchase on a single page.
We accommodated their wishes to enable them to have better control of the procurement process.
Kunal Gupta, University of South Florida
Kevin Ray Frenzel, University of South Florida
M4
26356 CCHMC’s Custom Check Request Application
8.8
ARL
Cincinnati Children’s Hospital Medical Center staff will review a custom check request application implementation and its integration
into our PeopleSoft 8.8 Accounts Payable module. This custom application includes multiple level workflow, electronic approval, and
integration with the ImageNow imaging system for receipt/invoice backup and integration with AP via Voucher Build. The discussion
will focus upon the implementation process and lessons learned.
Alan French, Cincinnati Children’s Hospital Medical Center
M4
26408 Oracle Purchasing & iProcurement: Release 12.0 Oracle E-Business Suite 12.0.4
206A
& 12.1 Update and Five Things You Must Know
Oracle Application
Oracle Purchasing & iProcurement are powerful applications that can drive big savings. But if they aren’t used as intended,
organizations can expect inefficient processes, frustrated end users, & limited controls. In this session, Oracle’s top Oracle
iProcurement & Purchasing experts discuss the most-common oversights and misuses of these applications, detailing why and how
key capabilities can be used to increase efficiency, improve the end-user experience, & gain more control of expenditures.
David Hope-Ross, Oracle Corporation
M4
26316 Custom Workflows in an iProcurement/SciQuest Oracle E-Business Suite 11.5.10
206B
Environment
Case Study
Dartmouth has implemented Oracle iProcurement along with the SciQuest Catalog Management system. To meet certain
business requirements, Dartmouth introduced customizations into the Requisition Approval and PO Approval workflows, as well as
implementing two new workflows (Receipt Hold Notification and BPEL). This presentation will provide an overview of these various
functional enhancements.
Todd Langille, Dartmouth College
M4
26427 PTP Birds of a Feather – Part 2
Procurement to Pay - Panel 8.9
201B
Discussion
This session follows the Birds session Part 1 by offering open discussion with Oracle strategy experts, and addressing open topics
from Part 1. Oracle representatives will provide a brief insight on product information.
Patrick Wells, Kentucky Comm. & Tech. College Sys
46
Sessions by Time
Time No.
M4
Title
Track/Session
Ver
Room
26247 It’s the Final Countdown: How to Organize Your
Project Management & Life
8.9
208B
ERP Cut-Over
Cycle - Panel Discussion
The development is done and the testing is complete. Now your project is ready for the final phase - CUTOVER! The University of
Wisconsin recently completed a large scale technology initiative which centered around the implementation of PeopleSoft Grants. As
part of this large program, our team developed a detailed cutover strategy and plan to ensure a smooth transition to the new systems.
Mark Sweet, University of Wisconsin - Madison
Jason Moebius, Huron Consulting Group
M4
26431 Oracle User Productivity Kit: It’s More Than a
N/A
210C
Training Tool
Cycle - Case Study
Topic would include how to use UPK in ways other than training: change management, demonstrations, fit/gap sessions. Reintroduce
uses of UPK that are not seen as widely used such as, Do It mode and Usage Tracking Reporting. UPK isn’t just for training anymore.
Demonstrations of upcoming Oracle/Global Knowledge features.
Paul Nathe, Oracle Corporation
Beth Renstrom, Oracle Corporation
John Porzondek, Oracle Corporation
M4
26838 PeopleSoft Project Costing Integrations and the
Public Sector - Oracle
9.0
211A
Methodologies Behind Them
Application
PeopleSoft Enterprise Project Costing contains an array of integrations to cater to any organization’s program and project management
needs for data capture, analysis and planning. These integrations cross the enterprise from Grants to Billing to Financials and more.
This session will teach you how to implement the integrations that make the most sense for your organization, provide tips and tricks
to gain maximum efficiencies, and explain the benefits associated with the integrations.
Kelly Mills, Oracle Corporation
M4
26306 Faculty Workload Reporting Using PeopleSoft
Reporting - Tips and Tricks 8.9
212A
This presentation will describe the processes developed (business practices, interfaces and system modifications) to provide accurate
faculty workload data for reporting. A staff team from information technology and institutional research will review the accreditation
and state policy that guided the system development, compliance requirements, calculations and security concerns. Details will be
discussed on the interfaces with the human resources and budgeting system.
Sam Stigall, University of Texas at Arlington
Sandra Asebedo, University of Texas at Arlington
Roger Chiu, University of Texas at Arlington
M4
26315 PeopleSoft Warehouses for Higher Education –
Reporting - Oracle
9.0
213D
Analyzing your financial data
Application
No need to explain why financial metrics are important for your Institution. Come to this session to understand the analytics we added
in Oracle/PeopleSoft Financial warehouse that will allow you to get more insight into the financial process, and get an overview of the
existing solution as well as information about the roadmap (including Grants Analytics).
Maria Ana Santiago, Oracle Corporation
M4
26202 Hakuna Matata - security in a multi-institution
Security & Audit - Panel
9.0
207A
environment
Discussion
Implementing security in a single institution is challenging enough. Trying to accommodate the disparate security requirements for
a multi-institution client adds a level of complexity that security administrators need to be prepared for. Our answer to this situation?
Hakuna Matata! No worries! Come listen to this panel discussion of security administrators, functional consultants, and Student
Administration business experts discuss how the challenge of applying appropriate security in a mu
Dale Robertson, Oracle Corporation
Susan Garland, Oracle Corporation
Meagan Ciccarelli, Oracle Corporation
Katherine Rosel, Oracle
Victor Villanueva, Oracle Corporation
47
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
M4
Student Financials - Panel
N/A
304C
Discussion
Meet the Student Financials Product Advisory Group (PAG) and Oracle staff from Strategy and Development and your SF peers.
We will provide a brief summary of PAG activities over the past year and our future goals. Participate in an informal discussion of SF
issues and share your needs/questions/sage advice with the rest of the group. Take advantage of this opportunity to meet your PAG,
speak directly to Oracle and help shape the PAG priorities for the coming year.
26720 Birds of a Feather Part #1 of 2
Carolee Cohen, University of Minnesota
M4
26094 Automating the Intent to Graduate for both the
Student Records - Tips and 8.9
213A
students and the advisors
Tricks
Here at UCF we have built an upgrade to the delivered intent to graduate application. We have built a system where a student is
required to complete a survey on an outside server as part of this process. In addition to the student side changes, we have also built
a custom process for the advisors to approve of the intent to graduate and the certification of degrees.
Daniel Harpin, University of Central Florida
Steven Sesit, University of Central Florida
Matthew Tucker, University of Central Florida
M4
26822 Department Center - Distributed Scheduling to
9.0
Departments
Study
Self-Service to Departments - Allowing Departmental Staff the ability to view and edit scheduled classes.
213B
John Campbell, Duke University
M4
26778 End of Term Processing Enhancements
8.9
304D
Study
Learn about the enhancements that CSU has made to delivered PeopleSoft functionality to better capture end of term statistics,
calculate and re-calculate special GPAs, improve academic standing and honors and awards processing.
Liz Physick, California State University System-Wide
Barbara Gal, California State University Chancellor’s Office
M4
26636 Web Services Using Component Interfaces and
Application Packages at SFU
With our recent upgrade to PT 8.49, we now have the capabilities for easily deploying web services.
8.8
201D
Khai Hong, Simon Fraser University
M4
26040 Enterprise Portal 9.0 - Is it worth it?
Technical - Panel Discussion 9.0
203B
Coppin State University upgraded to Enterprise Portal 9.0 in July 2008. We’ll discuss our experiences with the upgrade, plus discuss
our reasons for using the Enterprise Portal.
Chris Kennedy, Coppin State University
M4
26399 Tightly Integrating Non-PeopleSoft Technologies Technical - Tips and Tricks
9.0
204A
with PeopleSoft Batch Processing
There are instances where the available PS batch processing technologies are insufficient to accomplish particular tasks, or when the
task can be accomplished better or faster using different technologies and approaches. This presentation will focus on configuring
PeopleSoft (versions 8.0 and above) to use a Microsoft.NET Framework components to extract data for interfaces and reports where
using either SQR or Application Engine would be disadvantageous or impossible.
Igor Kanevskiy, DePaul University
M4
26892 PeopleTools Road Map Part II
9.0
204B
In this two-part series, you will learn how the PeopleTools strategic roadmap will help you maximize the return on your investment in
PeopleSoft Enterprise applications. Part 2 of the series will continue the discussion we started in Part 1 and cover PeopleTools’ plans
for Reporting, System Lifecycle Management, Security, Development Tools and our strategy for supporting the constantly changing
technology landscape.
48
Sessions by Time
Time No.
M4
Title
Track/Session
Ver
Room
26715 Integrating an AJAX Portal: Solutions for
9.0
204C
Academic Advising
Integrating an AJAX Portal: Solutions for Academic Advising is an in-depth look at the architecture behind DePaul’s award winning
advising system. The “Advising Dashboard” is a one-stop-shop for academic advising which provides single-slick access to student
records including DPR, placement tests, course planner, and more. The “DPR” is an academic advisement report on steroids, which
integrates PeopleSoft’s advising panels including substitutions, waivers, and overrides.
Victor Morales, DePaul University
M4
26737 Personalized Support: MetaLink Becomes My
Training & End User Support N/A
205A
Oracle Support
- Oracle Vision
Oracle MetaLink has been completely redesigned and offers new and improved capabilities. Join Dave Muirhead, Director of Oracle
Web Self-Service, and learn how My Oracle Support, Oracle’s next-generation customer support site, enables a simplified and
personalized support experience. The session includes demos of new features, including dramatically improved Service Request
management flows and access to Oracle best practices through personalized knowledge management capabilities.
David Muirhead, Oracle Corporation
M4
26457 What Budget Crunch? Growing a Help Desk
Training & End User Support 8.9
205B
Organically, with Little Time, Less Money, and no - Case Study
Fertilizer
Despite successive, university-wide budget cuts of 10 percent over the last two years, how did the Financials Help Desk at the
University of Central Florida grow to begin offering IT, Web development, and network and server support to an additional 1000
users? Organic growth was the key, surveying our entire organization for opportunities for consolidation, cost savings, and better
utilization of human capital, the most expensive kind.
Mark Wray, University of Central Florida
M5 26041 Academic Advisement Birds of a Feather #2
303A
and Tricks
This session provides an opportunity for all users of the Academic Advisement module to gather together. Members of the Academic
Advisement Product Advisory Group will report on what’s been going on this year, then all attendees can share questions and
answers and present ‘work arounds’ that have solved problems at their institutions. Useful for both beginners and long-term users of
the module.
Michele Thibodeau, Butler University
M5
26658 Upgrading? No problem!
Admissions - Panel
N/A
303C
Discussion
This will be a panel discussion to help new functional users to let them know what to expect during an upgrade to Campus Solution
version 9.0.
Mark Nelson, University of Michigan
M5
26147 RCM at the University of Delaware (and the
202B
Dummy’s Guide to Running Simultaneous Budget
Models)
This presentation will highlight the University of Delaware’s leveraging of PeopleSoft functionality to assist in the implementation
of Responsibility-Based Budgeting (also known as Responsibility-Centered Management) at the University of Delaware. General
information about our RBB implementation process and calculations will be included.
Carol Rylee, University of Delaware
49
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
M5
303B
Study
The University at Albany converted over 300 documents that were using a mail merge technique to XML .rtf using Communication
Generation.
This presentation will touch on:
- Converting mail merge documents to XML Publisher including letters, labels and emails
- Modifying the data source to obtain additional fields
- Decode fields for better readability
- Using If vs. Choose Statements
- Implementing Sub templates for easy maintenance
- Naming conventions to simplify maintenance
- Sharing
26115 Living with XML Publisher - Like It or Not
Victor Tse, University at Albany
M5
26087 Implementation of Campus Community at Arizona Campus Community - Case 8.9
303D
State University
Study
ASU has created a Campus Community team to coordinate issues between the Student, Human Resources, and Customer Relation
Management functions with regard to common data. We will share our organization functions of Identity Management, Data
Management, and Affiliation Management. We will give an overview of the duplicate resolution and affiliation management processes
that we created at ASU.
Shona Bodai, Arizona State University
M5
26703 Automating CR processing
Study
Presentation of the automations being used at UWO looking at workload, volumes and ROI 9 (before and after)
208A
Sue Morin, University of Western Ontario
M5
26117 Using App Engine, Policy, and Terms for Call
CRM - Tips and Tricks
8.9
209A
Center Support delayed notifications
Email and worklist notifications can help support organizations to meet service level agreements (SLAs) for Call Center cases.
While PeopleSoft CRM has built in functionality to help with this, such as asynchronous policies and escalations, not all business
requirements can be easily met with this architecture. This presentation presents some challenges that ASU has faced in implementing
notifications and the solutions that helped us meet our business requirements.
Anthony Cuttitta, Arizona State University
M5
26397 Effective Student Service in a Multichannel
CRM - Case Study
8.9
213C
Contact Center: A CRM Presentation
CRM isn’t just for student recruitment: ask Capella University. Leveraging the capabilities of the PeopleSoft CRM Support application,
Capella has built a multichannel student support contact center that has transformed they way they service and support their student
customers. Could this model be applied at your university or institution? Join representatives from Capella and their implementation
partner Apex IT this year at Alliances and find out!
Eric Strack, Capella University
michael thyne, Apex IT
M5
26860 HCM 9.0: What’s New for Federal Users
Federal Users Network 9.0
207D
Oracle Vision
Hear about the new core HR/Benefits, Talent Management and Time/Pay features in HCM 9.0 that can bring new efficiencies to the
Federal Human Capital domain.
Laura Glass, Oracle Corporation
M5
26533 Financial Aid Data Structures
Financial Aid - Oracle
9.0
304A
Application
Even if you are a very experienced user of PeopleSoft FA, the underlying data structures can seem mysterious. However, a deeper
understanding of the PeopleSoft CS 9.0 Financial Aid table structure & how it impacts FA business processes will greatly augment
your ability to utilize effectively the Financial Aid module. No technical knowledge of the Financial Aid data structure is assumed for
this presentation. Learn where the data lives, how to access it, & most importantly, how to read it.
Ali Morgan, City University of New York
Joaquin Ramos, Oracle Corporation
Steve Jarosz, Oracle Corporation
50
Sessions by Time
Time No.
M5
Title
26639 Why Delivered SAP in 9.0 Does What It Does
Track/Session
Ver
Tricks
9.0
Room
304B
This presentation covers:
• How BSU utilizes the delivered CS 9.0 version of SAP.
• The setup of tests & criteria used to calculate SAP.
• Understanding the setup of the seven steps.
• How data entered in other modules affects the way SAP is calculated.
Carmela Falcone, Bowie State University
Edith Bevan, CedarCrestone
Deborah Stanley, Bowie State University
M5
26459 PeopleSoft Update and Strategic Vision
N/A
209B
Vision
Join Oracle’s Vice President of PeopleSoft, Paco Aubrejuan as he provides a PeopleSoft update and discusses the strategic vision
for the PeopleSoft product line. Hear about Oracle’s ongoing commitment to PeopleSoft and PeopleSoft’s current successes. Learn
what the future holds for PeopleSoft including the upcoming 9.1 applications and 8.50 PeopleTools releases, new offerings, integration
with other Oracle solutions, and future investment strategy.
Paco Aubrejuan, Oracle Corporation
Marc Weintraub, Oracle Corporation
John Webb, Oracle Corporation
M5
26105 Purging data to maintain your PeopleSoft
8.4
210A
Database
Tricks
How The Ohio State University planned for purging data and executing a successful data purge. We purged data from before Fiscal
Year 1999 - Fiscal Year 2004. This was completed in conjunction with the implementation of a Data Warehouse.
Janette Ashcraft, Ohio State University
M5
26038 SOA in Campus Solutions, new services in 9.0
N/A
210B
Application
Campus Solutions Development, working closely with the HEUG, has made exciting progress toward Service Enabling Campus
Solutions, with the ultimate goal of making integration less costly and more durable. Come to this session to hear specifics and learn
more about our progress.
Darren Guilbert, Oracle Corporation
M5
26272 Birds of a Feather Part 1
General Ledger - Panel
N/A
201A
Discussion
Discussion of the General Ledger PAG’s activities and updates on current issues relating to the General Ledger, Commitment
Control, and Asset Management modules within PeopleSoft Enterprise and Fusion.
Theo van der Heijden, ROC Nijmegen
M5
26640 Birds of a Feather 1
Grants, Contracts & Billing - N/A
Panel Discussion
Discussion of the Grants, Contracts, & Billing PAG’s activities and updates on current issues
201C
Cathy Thompson, University of Florida
M5
26470 Hey look! A flying pig! Job Descriptions in
HRMS - Case Study
8.9
207B
PeopleSoft!
One of HRs daunting tasks is to manage job descriptions. Usually, this entails a dark closet in the back of the HR office with binders
upon binders of job descriptions, out of order, and not organized. Brandeis University realized that improvement needed be made a
few years back and deployed an MS Access solution to the campus. In April 2006, HR upgraded to 8.9 and one of our post go live
tasks was to retire the MS Access database and convert to using the Job Profile function within PeopleSoft.
Lindsay Jacobs, Brandeis University
M5
26018 Use of Contract Pay at Indiana University
HRMS - Tips and Tricks
Discussion of implementation and use of contract pay at Indiana University
9.0
207C
Matthew Sargent, Indiana University
Akash Shah, Indiana University
Thomas Visnius, Indiana University
Marci Becker, Indiana University
51
Sessions by Time
Time No.
M5
Title
Track/Session
Ver
Room
26830 PeopleSoft Enterprise Learning Management
9.0
210D
Are you wondering how PeopleSoft Enterprise Learning Management integrates to other Enterprise applications to form a Talent
Management suite? ELM ensures employees acquire knowledge and skills, but are their learning plans aligned with corporate
objectives? Come hear how you can use Oracle’s PeopleSoft Enterprise Learning Management to ensure that learning is aligned
with performance and career development objectives.
Tracy Martin, Oracle Corporation
M5
26814 Efficient Purchasing in a Decentralized University Innovations - Poster Board
11.5.10
ARL
Environment
Enable shoppers to place as many orders as possible without Central Office Purchasing involvement and deliver the orders
electronically.
Shy Hicks, University of Virginia
M5
26540 Overview of E-Business Suite HRMS Release 12
206A
Oracle Application
Attend this session to get an overview of Oracle E-Business Suite 12 and find out what new functionality is coming in the human
resource management system products in Release 12.1. Topics include enhancements to workforce lifecycle management (Web
services support for on boarding and off boarding), content provider integrations, Oracle Business Intelligence Publisher reporting,
Oracle Advanced Benefits, Oracle Talent Management, and Oracle Time and Labor.
Anand Subbaraman, Oracle Corporation
Scott Ewart, Oracle Corporation
M5
26840 Deep Matching! – Deep dive into PeopleSoft
Procurement to Pay - Oracle 9.0
201B
Payables New Matching Engine: Part I
Vision
Please join PeopleSoft development for a workshop on the new matching in PeopleSoft Payables 8.9. We will do a deep dive into
what it is, how it works and how to set it up. Leverage the Matching engine to increase internal compliance, control, and save time
and errors.
Pratima Gaikwad, Oracle Corporation
M5
26621 Life after eSettlements at University of Michigan
Procurement to Pay - Case
8.8
202A
Study
Come and find about how University of Michigan implemented eSettlements and the impact of the implementation on Accounts
Payables, Contract Administration, Buyers and end users.
Nadeem Zaidi, University of Michigan
Jeanette Frost, University of Michigan
M5
26631 How to Structure Your Upgrade Project to Ensure Project Management & Life
9.0
208B
Success Now and in the Future
Cycle - Tips and Tricks
This presentation is designed to help those who are undergoing their first upgrade or wanting to improve on an upcoming upgrade.
Over several upgrades Syracuse University has refined the project methodology used on projects. This refinement has helped to
improve the quality of upgrade efforts and decrease confusion that can occur in large projects. It will also provide ideas on how to
stage your project to help ensure its success.
Cheri McEntee, Syracuse University
M5
26595 Organizing Around Self Service Customizations
9.0
210C
Duke will present with Io Consulting meeting a demanding and short turn around for multiple Self Service Customizations. Some of
those customizations which may benefit other universities include the department center, the management of cross listed courses,
and special reporting features for those without direct query access. We will also present lessons learned including knowledge
transfer and post upgrade support.
Kathy Pfeiffer, Duke University
M5
26098 Document Imaging - Disaster Preparedness Public Sector - Case Study
N/A
211A
Lessons Learned From The Floods
This session will focus on the importance of imaging your business documents and how that proved invaluable during the Iowa Floods
of 2008. Are you prepared for an unexpected disaster?
Joe Smith, Cedar Falls Utilities
Wynette Froehner, Cedar Falls Utilities
52
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
M5
Public Sector - Tips and
8.9
211B
Tricks
Jeffco Schools uses the additional pay and rapid entry paysheet methods as funnels to load several varieties of pay & deductions to
paylines. We also have a custom off-cycle process to build large groups of off-cycle checks.
26263 Jeffco Schools - Sources of Pay
Fran Williamson, Jefferson County Public Schools
M5
26674 KISS REPORTING: A simple look at building a
8.9
212A
reporting strategy
This presentation will not look at specific tools. This presentation will look at a pragmatic approach to implementing a holistic reporting
strategy that can be phased in and flexible to keep up with the changes in a university’s needs.
We will look at how to involve the leadership, the campus user and the back office user. How to engage the users into being not only
the final tester and supporter but actively and PRODUCTIVELY involved in the development in the strategies.
Bob Preston, University of Maryland, Baltimore County
M5
26637 Designing Dashboards to Die For - Arizona State Reporting - Case Study
N/A
213D
University
Arizona State University (ASU) has been in the Data Warehouse business since the early ‘90s. Delivery of information has historically
been through Hyperion’s Interactive Reporting (Brio) or web applications. As part of the move to PeopleSoft/EPM in 2006, dashboards
were part of the rollout and have become integral part of ASU’s BI strategy. The presentation will include an overview of dashboards,
ASU’s design/development cycle, personalizing the experience and a live demonstration.
John J. Rome, Arizona State University
M5
26395 Save Some Trees: Getting Rid of Paper Security
8.9
207A
Forms and Do Online Role Requests
Study
Florida State University developed an application/workflow in HRMS to update and audit user profiles for the addition/deletion of user
roles in HRMS or FIN. Each request is based on a set of questions and the form is built based on the answers. Workflow is driven by
job data and a role owner config page. The approval workflow is created to include the supervisor and role owner connected with the
request. Once a role is approved by all levels, the user profile is updated based on the request.
Chuck Stubbs, Florida State University
Amardeep Tekriwal, Florida State University
M5
26330 Pay me now! Pre-pay to enroll.
8.9
213A
Study
How California State Los Angeles accepts payments in advance of student enrollments. This process has cut down the number of
disenrollments, billing and lowered the total dollar amount of our receivables. -- We have developed a process that allows students
to register for specific number of units based on payments, anticipated FA or awarded FA postings. We have also incorporated this
process with our Cashnet system.
Jorge Lomeli, California State University Los Angeles
Ronnie Wills, California State University Los Angeles
M5
26735 The Negatives of Charges
304C
Tricks
Discussion about the differences between Negative Charges versus Reversals in Student Financials and how you can automate
transaction loads from external departments efficiently.
Douglas Bergère, University of Texas at Arlington
M5
26776 Its 8:00 A.M., do you know who is in your
9.0
213B
classrooms?
Study
Space seems to be an issue with every institution. If you ask anyone on campus, they will tell you that they need more space for
classes, meetings, and events. But, do you really know how well your classrooms are being utilized? This session will explore
how the University of Michigan is using curriculum and event data to measure classroom utilization, as well as demonstrate the
modifications we have made to capture all meetings, curricular and non-curricular, that happen in classrooms.
David Perhne, University of Michigan
M5
26142 Living with Your Structure is REALLY an Art
8.9
304D
Study
At HEUG 2005, University of Houston did impart “Building Academic Structure from the Ground Up is an Art” A year after rollout,
somewhat bruised, but much wiser We will offer our experience and advice here Living with what you built is REALLY the art
Cassandra Heavrin, University of Houston System
53
Sessions by Time
Time No.
M5
Title
Track/Session
Ver
Room
26025 Plugging the Enterprise into OEM
N/A
201D
Oracle Enterprise Manager is a must-use for any Oracle shop. But 10G Grid Control offers monitoring capabilities for many nonOracle enterprise services. Share ideas on agent deployment, customization and troubleshooting as well as exploring the other tools
delivered to present a whole perspective on the IT infrastructure.
Michael Lazar, California State University Northridge
M5
26093 Integration Broker Security PeopleTools 8.48/8.49 Technical - Oracle
9.0
Application
This session will detail the Basics and address advanced topics related to setting up security for Integration Broker.
203B
Andrew Cesario, Oracle Corporation
Tom Lenz, Oracle Corporation
M5
26369 Introduction to SOA and PeopleTools Web
Technical - Oracle
9.0
204A
Services
Application
Confused by all the buzzwords and talk about Service Oriented Architecture (SOA) and Web Services? You’ve heard of UDDI, XML,
WSDL and others but you just haven’t put the entire picture together? Come to this session to get the basics and more. You’ll learn
what SOA is, what all the parts are and how they work together. You’ll even have a quick look at how PeopleTools supports Web
Services. This session is designed for someone new to SOA.
Dave Bain, Oracle Corporation
M5
26366 PeopleTools Performance Tips and Tricks
N/A
204B
Everyone wants their PeopleSoft applications to operate with maximum performance. In this session, a PeopleSoft performance &
benchmark expert will share tips and techniques to maximize the performance of your PeopleSoft applications. People new to tuning
a PeopleSoft application as well as seasoned tuning experts will come away with new techniques that will help them improve the
performance of their PeopleSoft applications.
David Nix, Oracle Corporation
M5
26402 Fusion for Mere Mortals: A Case Study
8.9
204C
In Fall 2008, Arizona State University deployed a Fusion application to collect online letters of recommendation for admissions.
This web application uses AJAX controls with a J2EE application and BPEL Process Manager. This application uses the Services
Invocation Framework (WSIF) to trigger automated e-mail correspondence with both applicants and recommenders. XML is passed
from BPEL to XML Publisher to create PDF facsimiles of the form for viewing in a document management system.
Roger Lurie, Arizona State University
Vince Salvato, CedarCrestone
M5
26340 TAG Update/Meet the TAG
Technical - Panel Discussion N/A
206B
Learn what the Technical Advisory Group (TAG) has been up to for the past year, what we’re doing currently, and what we plan to take
on in the future. After our update we’ll open up the floor for any questions/comments you might have for the TAG, our Oracle liaison,
or our HEUG Board VP of Technology.
Paul Czarapata, Kentucky Comm. & Tech. College Sys
M5
26428 Differences Between Oracle User Productivity Kit Training & End User Support N/A
205B
2.7.x & 3.1.x & New Capabilities Planned
- Oracle Application
What’s new with Oracle User Productivity Kit 3.1.x? This topic covers the delta between Oracle User Productivity Kit 2.7.x and 3.1.x
so that end users understand the full capabilities of the new version. You’ll also learn about functionality that will be offered in future
releases of Oracle User Productivity Kit.
John Porzondek, Oracle Corporation
Hetal Patel, Oracle Corporation
Paul Nathe, Oracle Corporation
54
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
M6 26239 The Analysis Database or the Report Results
303A
Tables, Which Should I Use?
and Tricks
In release 9, new tables were added to store the results of an academic advising report. These new tables are independent of the
Analysis Database tables. This presentation will highlight the similarities and differences between the Analysis Database and the new
Report Results Tables and will demonstrate the benefits of migrating any custom reports from the Analysis Database to the Report
Results Tables.
Chuck Studler, Oracle Corporation
M6
26704 Admissions Birds of A Feather
Admissions - Panel
N/A
Discussion
Discussion of Admissions updates and issues from the Admissions Product Advisory Group (PAG) and Oracle strategists
303C
Darlene Daclan, California State University Long Beach
M6
26719 Understanding ETL Data Lineage for EPM
202A
Applications and Warehouses
Having problems understanding which ETL maps to run for your EPM applications? Come and learn about the new tools available
to track data lineage from your source application to your PeopleSoft EPM applications and data marts.
John Robinson, Oracle Corporation
M6
26230 Using Oracle’s Hyperion Planning for Distributed Budgeting - Case Study
9.x
202B
Budget Formulation and Entry at Stanford
University
Stanford University has been using Oracle’s Hyperion Planning tool for six years as its budget formulation/entry and analysis tool. The
benefits and pitfalls of the system will be demonstrated and discussed.
Andrew Harker, Stanford University
Mike Ling, Stanford University
M6
26734 Identity Management Birds of a Feather
Campus Community - Panel N/A
303D
Discussion
Campus Community is at the heart of many campus-wide identity management systems. This functional panel on Identity Management
will discuss different approaches for solving the common business challenges we face as higher education institutions.
Matthew Nuttall, University of Minnesota
M6
26090 Birds of a Feather
Birds of a Feather session
Contributor Relations - Panel N/A
Discussion
208A
Frank Leber, Moody Bible Institute
M6
26531 Birds of a Feather - PeopleSoft Customer
CRM - Panel Discussion
N/A
209A
Relationship Management
Round table discussions with PeopleSoft CRM customers on topics including Sales, Marketing, Services, Multichannel Communications
and Higher Education.
Audrey Bledsoe, DePaul University
M6
26851 Keeping Up with Talent Management via
Federal Users Network Integration
Case Study
Integration between PeopleSoft HRMS and a erd Party Learning Management System.
8.8
208B
Carla Hale, Defense Intelligence Agency
Pinakin Patel, Northrop Grumman
M6
26043 Looking Forward Campus Solutions Financial Aid Financial Aid - Oracle Vision N/A
304A
Join Oracle Campus Solutions Strategy to hear the highlights of current through future plans for Financial Aid. A brief recap of
highlights during this past year will also be included. This session will help you with your planning efforts.
Rhonda Kilgore, Oracle Corporation
55
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
M6
9.x
209B
Vision
Oracle’s Hyperion market-leading performance management applications, Essbase and business intelligence tools, are now part of
Oracle’s Enterprise Performance Management and Business Intelligence product line. In this session, learn about Oracle’s strategy
for delivering a true enterprise performance management system by integrating the Hyperion applications and tools with Oracle’s
platform and applications.
26213 Oracle’s Strategy for Hyperion EPM Products
Keri Brooke, Oracle Corporation
M6
26728 SaNS: Five Universities collaborating on a shared General Interest - Case Study 9.0
210A
CS development and implementation
In the Netherlands 5 independent universities joined forces in building a common Campus Solutions 9.0 environment, collaborating
on realizing custom enhancements necessary for a modern student centered approach and forming a shared competence center.
The presentation will focus on the benefits of collaboration, especially for maintenance; and the mix of benefits and problems when
working together on customization.
Hans Janssen, Radboud University Nijmegen
M6
26075 NCAA Compliance Interface with CAi and Travel
210B
Tracking
Learn how TCU developed an automated way to interface PeopleSoft data with the NCAA Compliance CAi system. Also, TCU has
gone “green” with the Athletic travel approval process with an online system for coaches, eliminating paper approval.
Cindy McPherson, Texas Christian University
M6
26273 Birds of a Feather Part 2
N/A
201A
Discussion
The second hour of the General Ledger PAG’s Birds/Experts session will focus on roundtable discussions with Financials Developers
from Oracle. This will be an excellent opportunity for the user community to ask detailed questions of the developers who create the
software we use daily.
Yessenia Mendoza-Tate, North Carolina State University
M6
26022 Fixed Price Billing Options Using Delivered
201C
Functionality
Case Study
Options for handling fixed price billing using PeopleSoft Contracts, Projects and Billing. Explore Contract/Billing only options as well
as integration with Projects.
Cameron McClurg, Fred Hutchinson Cancer Research Center
M6
26274 ePTF - Electronic Proposal Transmittal Form Grants, Contracts & Billing - 8.8
201D
Online
Case Study
Thomas Jefferson University is building a Bolt-On application in PeopleSoft HR that will allow our Research Community to submit a
Grant Proposal online. The system will allow for approval routing of the proposal, and update of the data into our Grants Management
database, the General Ledger, and the IRB database.
John Martines, Thomas Jefferson University
M6
26163 Show me the Grant and who’s on it! - Extracting
HRMS - Case Study
8.9
207B
Research & Sponsored Projects information
This session will demonstrate how SFSU was able to structure the relevant data elements in order to extract in PeopleSoft HCM Grants
and Sponsored Projects information to our research community. From Grants-specific job data to release-time appointment transactions,
we will present in this session a successful approach in making HCM work for your Research and Sponsored Projects area.
Augusto Oliveira, San Francisco State University
M6
26688 Absence Management and Time and Labor:
9.0
207C
Playing by the Rules
In this presentation, we will discuss creating rules in Absence Management and Time and Labor, and the integration with Payroll for
North America.
Lizbeth Henson, California State University Long Beach
56
Sessions by Time
Time No.
M6
Title
Track/Session
Ver
Room
26598 Holistic Talent Management in an Integrated
HRMS - Oracle Vision
9.0
207D
Environment
If talent management is the attraction, retention, and engagement of your talent, then profile management provides the foundation
within your processes whenever talent is being planned for, recruited, measured, developed, advanced, or rewarded. This session
focuses on how Oracle’s PeopleSoft eProfile Manager works with the talent management processes and how it is the foundation of
talent management.
M6
26104 Change Management Challenges Implementing
HRMS - Case Study
9.0
210D
PeopleSoft HRMS v9 MSS/ESS in Higher
Education
In June 2007 - UoA had a 10 year old legacy system - Peoplesoft HRMS v7, paper based manual HR processes and 20 core users
(payroll). By September 2007 we implemented V9 MSS/ESS, automated HR processes via workflow, have 6000 users, introduced
a standard enterprise structure for security and delegations, completed a restructure and implemented a new HR Service Delivery
model (based on the Ulrich model) with new HR Solutions and centralized Recruitment team for general and academic recruitment.
Vanessa Wintour, University of Auckland
Miles Fordyce, University of Auckland
M6
26812 Chartfield Innovations
8.8
ARL
An alternative to Speedtypes - BYU has enhanced the chartfield setup functionality to allow certain chartfields to be assigned as
a reporting attributes of another chartfield. The benefits are: 1)Fewer chartfields required to enter transactions into the accounting
system, 2)Significant reduction in the number of journal entries required to correct/update transactions and balances related to
various chartfield combinations.
Larry McFerson, Brigham Young University
M6
26680 XML - How do you want to size up your grant
Innovations - Oracle
9.0
ARL
requirements?
Application
Whether your research portfolio is small, medium, large or XL grant invoicing and reporting is a vital part of the business. XML
Publisher is a new tool that is integrated with PS that can help automate this evolving need. Emory University will discuss how XML
Publisher is helping them met the evolving internal and sponsor needs by using one query to customize different output requirements.
We will also discuss the casual vs advanced user skill set and how everyone benefits from this tool.
Christopher Uher, Emory University
Shannon Hoffman, Huron Consulting Group
Urvi Patel, Emory University
M6
26312 Custom Sponsored Projects Invoice Generation
206A
with Oracle Grants Accounting
Case Study
In conjunction with implementing Oracle Grants Accounting, Dartmouth developed a custom Sponsored Projects Invoice generation
application to meet some specific billing process requirements. This presentation will provide an overview of the application
functionality.
Todd Langille, Dartmouth College
M6
26594 iRecruitment - Making it work for a Higher
206B
Education Institution
Oracle Application
iRecruitment seems well suited for the management of simple job vacancies with high volumes of applicants. Whilst these sorts
of positions exist within Higher Education there are also many vacancies, particularly academic, which have very specialist
requirements. This meant using iRecruitment at Imperial presented a series of challenges which were met through customizations
and personalization’s. This presentation will cover each challenge faced by Imperial and how we went about resolving them.
Todd Harrison, Imperial College London
M6
26841 Deep Matching! – Deep dive into PeopleSoft
201B
Payables New Matching Engine: Part II
Vision
Please join PeopleSoft development for a workshop on the new matching in PeopleSoft Payables 8.9. We will do a deep dive into
what it is, how it works and how to set it up. Leverage the Matching engine to increase internal compliance, control, and save time
and errors.
Bhupi Sondhi, Oracle Corporation
57
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
M6
N/A
210C
This is an open forum to ask questions, share ideas and solutions, problems, tips, successes, and discuss general Project Management
and Life Cycle issues. We invite all levels of ability and all stages of implementation or upgrade.
26750 Birds of a Feather
Robin Mullinix, University System of Georgia
M6
26120 Implementing Financials 9.0 in less than 3 months Public Sector - Case Study
9.0
211A
- It can be done!
Come learn how Catawba County Mental Health Partners implemented PeopleSoft Financials (G/L, A/P, and Purchasing) in less than
90 days with very little consulting.
Susan Lowman, Catawba County
M6
26023 Innovative Scoring Algorithm to Find Duplicate
8.4
211B
Customer/Vendors
Tricks
The peoplecode program gives a customer/vendor score to predict the likelihood of a potential match. The peoplecode algorithm has
been applied to the following
-match customer vs customer to help prevent user from adding a duplicate customer
-match customer vs vendor to prevent customer from receiving a payment if they owe the city money as a vendor
Sean Hardeo, City of Boston
M6
26722 OBIEE and Fusion Intelligence Panel Discussion Reporting - Panel Discussion 9.0
212A
Three universities will share why they purchased OBIEE and Fusion Intelligence. They will describe how it was installed and the
difficulties that they encountered. They will also describe the lessons learned and how it was received by the end consumers. There
will be short presentations by each university and then time for questions.
Greg Hamilton, University of California, Berkeley
M6
26403 Accreditation Buster! Combine PeopleSoft
9.0
213C
Functionality & Student Analytics for Powerful
Reports
Facing accreditation challenges? Attend this session to explore creative ideas for identifying delivered PeopleSoft functionality that
will support extracts to a data warehouse. The presenters will give a demonstration of the online, dynamic, user-friendly reporting
solution developed by Coppin State University that impressed the NCATE and MSCHE accreditation teams.
Karen LeDrew, Coppin State University
Jacqueline Williams, Coppin State University
M6
26773 Department ID is a great for Cost Centers, but
9.0
213D
what about Campus, College and VP Area?
The PeopleSoft trees indeed will rollup department ID’s at any level you wish, but this can be a challenge when interfacing with
existing legacy systems or third party interfaces. We will demonstrate how to make the most of what PeopleSoft provides in the way
of existing table structures and ‘extra’ fields.
Kevin Ray Frenzel, University of South Florida
Sean McInnis, University of Massachusetts-Boston
M6
26763 Critical Data Protection and Security in Oracle
Security & Audit - Oracle
N/A
207A
Applications
Application
Learn how to leverage the technologies that the Oracle architecture provides to protect your critical and sensitive data as well as
protect against data loss or exposure. Learn how these technologies can be used as part of a comprehensive enterprise security
solution for Oracle applications. Data protection, access controls, and regulatory compliance solutions will be discussed.
Robert Armstrong, Oracle Corporation
58
Sessions by Time
Time No.
M6
Title
Track/Session
Ver
Room
26616 Online Billing and Parent/Guardian Access: I love Student Financials - Case
8.9
213A
it when a plan comes together
Study
In the summer of 2008 several years of preparation culminated in TCU’s switch to paperless billing for active students. This
presentation will cover the efforts of Financial Services, Technology Resources, and Marketing and Communications that made this
project a success. Technical details about the billing processes, e-mail notifications, online access as well as legacy bill printing
(using XML publisher), parent access, and online payment will be covered.
Susie Davis, Texas Christian University
Josh Harmon, Texas Christian University
Brad Davis, Texas Christian University
Jeff Stanley, Texas Christian University
M6
26512 Do Your Trees Make Sense
304C
Tricks
Building item types? Want to know the “secrets” to structuring your item types? Come to this presentation to see what you should
think about in your overall configuration relative to trees and item types, taking into consideration all the factors necessary for success.
John Darakjy, California State University Northridge
Susan Kincanon, Oracle Corporation
M6
26738 Give me a “Big Mac” with my majors that are full- Student Records - Case
8.9
303B
time with a specific GPA.
Study
Give me a Big Mac with bacon and extra cheese, but leave off the lettuce and pickles and onions..in other words, Give me a list of all
enrolled students in my department, but leave off students that are part-time and have less than a 3.25 GPA and are from Smallville.
Debby Hill, The University of Southern Mississippi
M6
26771 Early Alert! Letting Students Know You Are
8.9
304D
Concerned
Study
UNT has created an Early Alert process as a tool for faculty to use when they have concerns about one of their students. The Early
Alert data form is available as a popup from a link on the class roster in the Faculty center in our Portal environment. It allows
faculty to notify the student via email of instructor concerns and/or provides a means for the Academic Readiness Office to follow up
appropriately with the student, using views of pertinent student data and custom pages.
Dale Tampke, University of North Texas
M6
26243 Putting the Service into SOA - Consuming WSDL’s Technical - Case Study
8.4
203B
in PeopleSoft
A deep dive into consuming third party wsdls in PeopleSoft. The Integration Tools course has given you a good overview of how to
structure integrations in PeopleSoft. Expand on that foundation and see a step-by-step demonstration of integrating with a 3rd party
via web services. We will consume a wsdl in PeopleSoft, generate the request, and parse the response in peoplecode. This will be
a complete end-to-end demonstration of a web services based integration.
David Sexton, University of Utah
Jeremy Uffens, University of Utah
M6
26145 Tuning PeopleSoft in an Oracle Environment
9.0
204A
UCSF upgraded from 8.4 SP2 to 9.0 MP3 in February, 2008. In the process many batch jobs needed to be tuned for optimal
performance. There are many tools available in an Oracle 10g environment that can be used to assist in the tuning effort. Many
challenges arise in relation to tuning App Engine processes and in particular how temp tables are handled by various App Engine
programs.
Sherman chin, University of California at San Francisco
Kanti Mistry, University of California at San Francisco
M6
26371 Building Advanced Web Services with
9.0
204B
PeopleTools
Web Services are the backbone of a Service Oriented Architecture. In release 8.48, PeopleTools lowered the bar and made it easy
for developers to provide and consume web services. In this session, we’ll roll up our sleeves and see how to build, maintain and
consume Web Services in PeopleTools. You’ll also hear how SOA and Web Services can benefit your business. Not on PeopleTools
8.48 yet? Don’t worry, the concepts you learn can be applied to earlier releases.
59
Sessions by Time
Time No.
M6
Title
Track/Session
Ver
Room
26500 PeopleSoft HCM 9.0 Implementation - Real-time
9.0
204C
Integration Using SOA, Oracle Middleware, Web
Services
Use of SOA, Oracle Middleware, Web Services to facilitate real-time integration between PeopleSoft HRMS, Oracle Financials and
Ryerson custom Resource Management System.
Leo Plotkin, Ryerson University
Hussein (Sam) Rafih, Deloitte
Ryan Scott, Ryerson University
M6
26026 PeopleSoft Training - A Cost Effective Approach
205A
- Panel Discussion
Coppin State University was planning for its upgrade to Campus Solutions 9.0 and needed PeopleSoft training. This presentation
will discuss how Coppin partnered with I/O Consulting to receive the training we needed and how we collaborated with other small
institutions to provide training in a cost-effective manner.
Chris Kennedy, Coppin State University
Ted Simpson, MICA
Steve Lewis, Gettysburg College
M6
26119 Oracle Tutor: Master the Challenge of
205B
Documenting Your Company’s Business Policies - Oracle Application
and Procedures
In this session, learn how you can use Oracle Tutor to solve the documentation challenges organizations face during any application
implementation or upgrade and to satisfy regulatory compliance initiatives. Hear how Oracle Tutor can help your project team lay
the foundation for a successful application rollout or compliance audit. By using Oracle Tutor, your team can quickly and consistently
create and sustain end-user process documentation throughout the business lifecycle.
Emily Chorba, Oracle Corporation
M6
26331 ITIL for everyone - improve cost, productivity and Vendor - Vendor
N/A
304B
quality!
Managing cost, increasing productivity and improving quality are key in our current environment. Information Technology Infrastructure
Library (ITIL) service management allows your organization to accomplish these goals while leveraging its current knowledge base
to evolve service delivery into an efficient, repeatable and predictable process. This session will provide a brief overview of ITIL while
demonstrating techniques and best practices through real-world examples and problem solving.
Jeremy Sisk, Io Consulting, Inc.
TUESDAY 09:50 AM–10:50 AM
T2 26073 Using the Analysis Database to Revamp the
303A
Graduation Process
and Tricks
Towson University routinely uses the analysis database to summarize degree progress report information in order to perform
graduation clearances quickly and efficiently.
Willa Fan, Towson University
Sara Sides, Towson University
T2
26486 Making use of XML Publisher to create a
303B
customized Advisement Report
and Tricks
Oracle XML Publisher allows institutions to create customized PDF reports. The University of Connecticut has used this tool to design
a concise and user friendly Advisement Report for use by students and advisors. We will discuss changes we made to the delivered
PDF template including spacing, adding and removing fields, headers, highlighting/colorization, changing the look of unsatisfied
requirements and use of graphics.
Kimberly Page, University of Connecticut
T2
26019 Admissions and Campus Community Jeopardy
303C
Using the format of the popular game show Jeopardy, this session will provide useful information about setup and functionality in the
Admissions and Campus Community modules of PS 8.9 and 9.0
Debbie Littlefield, Marquette University
Margaret Kennedy, Io Consulting, Inc.
60
Sessions by Time
Time No.
T2
Title
Track/Session
Ver
Room
26726 PeopleSoft EPM Overview and 9.1 Roadmap
Budgeting - Oracle Vision
9.0
202B
This session describes PeopleSoft’s Enterprise Performance Management solution value and provides an overview of the 9.1
roadmap.
Scott Jorgensen, Oracle Corporation
T2
26629 Super-Sized Centers Stimulate Satisfaction
303D
Study
At Seminole Community College, customers are greeted with round-the-clock accessibility to enhanced features when they enter
our “Super-Sized” Faculty and Student Centers. These expanded services/products provide quality assistance initiated by customer
needs and developed in partnership with end users and CTS. The results improved the information flow to students and student
services personnel, created better faculty acceptance of the system, and provided additional tools for administrators.
Barbara Entwistle, Seminole Community College
Jatin Shah, Seminole Community College
T2
26684 An Integrated Approach to Memberships – From Contributor Relations - Case 8.9
208A
Lockbox to Auto Renewal and beyond
Study
Memberships in PeopleSoft can be utilized in many different ways. Cornell has come a long way from how we originally worked with
the membership module when we went live in 8.0 to the thoughts of how to leverage the system as we look to the future.
Tilly Garnett, Cornell University
Ron Babuka, Cornell University
T2
26378 Using Cognos for Data Requests and Using Query Contributor Relations - Case 8.9
Manager for Building a Dashboard Giving Report Study
Using Cognos and Query manager for building reports
208B
Clint Shipp, University of North Texas
Jay Maxwell, University of North Texas
T2
26333 PeopleSoft CRM Support Dashboard and
CRM - Case Study
8.9
209A
Reporting
The use of PeopleSoft CRM Support module was launched to production at Arizona State University (ASU) December of 2006. Over
the past year, the number of business units and users who have adopted the CRM Support functionality has increased. As a result,
user reporting needs have evolved and Hyperion and Corda Dashboard reporting tools have been integrated with the PeopleSoft
CRM Support application. This presentation will include a discussion and demonstration how Corda Dashboard and Hyperion
Frank Montoya, Arizona State University
T2
26278 Financial Aid Rules! Like totally, you know.
8.9
304A
Tricks
Aid Processing Rules, Disbursement Rules & Proration Rules (& Census Dates). I will describe some of the more important rules &
some of the ways these different rule sets can help with processing financial aid & disbursements.
Shawn Trauntvein, Brigham Young University
T2
26009 Equation Convertor - New Tool to Create
9.0
304B
Equations
Tricks
The Equation Engine is a very powerful tool for Financial Aid, Student Financials, & Admissions. However, the environment that
is provided to enter & edit equations can seem a bit cumbersome, especially for users working on long equations. This talk will
demonstrate a set of tools developed by Univ. of Colorado-Boulder that allow a user to create & edit their equations using an excel
spreadsheet & then to load the equation into a Campus Solutions database. This requires no modification.
Vic Goldberg, University of Colorado
Praveen Saluja, University of Colorado
T2
26663 Final Exam Scheduling - Case Study
209B
Are you thinking about implementing the delivered Final Exams Scheduling functionality? Join us for an interactive discussion on the
way we set up the process at the University of Pittsburgh. We will discuss how we went about setting up the process and what we
had to do to make it work for us.
Barbara Repasi Heron, University of Pittsburgh
61
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
T2
N/A
210A
Vision
Campus Solutions is extending its capabilities not only within the traditional boundaries of student and alumni management but
is also broadening the solution to include support for other key campus initiatives. Campus Solutions Strategy and Development
representatives will present our plans for the core applications as well as an overview of other related solutions, such as CRM for
Higher Education, Master Data Management for Higher Education, Campus Solutions Warehouse, and others. Come to t
26319 Campus Solutions: State of the Union
Andy Wood, Oracle Corporation
T2
26803 Focus on PeopleSoft Financials Reconciliation
9.0
201A
Capabilities Today, Tomorrow & Beyond
Vision
Attend this session to get an overview of the reconciliation capabilities in PeopleSoft Financials today. The session will also cover the
roadmap expectations for reconciliation through the core business processes.
Amira Morcos, Oracle Corporation
T2
26839 PeopleSoft Grants-ESA Roadmap Update
201C
Oracle Vision
Come learn what the Oracle - PeopleSoft Development organization has been working on for Grants, Contracts, Project Costing, and
Billing. Based on direct feedback from the Grants user community and the Grants PAG, a number of capabilities are planned in the
areas of analysis and reporting, period and contract closing, and other key functions for not only release 9.1 and beyond, but even
release 9.0.
Mark Rosenberg, Oracle Corporation
T2
26542 HCM 9.0 Successful Upgrade!
9.0
207B
Hear how City Colleges of Chicago upgraded their HRMS 8.3 system to HCM 9.0 in less than 1 year and was on-time and under
budget. We will share our success of the project from the Oracle lead demos to strategic scope and resource planning, the IT and
HR joint commitment and even using the UPK for very successful training and documentation. We will also share lessons learned
that we will take forward to all of our projects.
Kathy Linenberger, City Colleges of Chicago
Gretchen Loughran, Synch-Solutions
T2
26504 PeopleSoft North American Payroll
N/A
207C
Since Release 8.0, Oracle’s PeopleSoft Payroll for North America has seen many added features. This session highlights the top 10
deltas that have been delivered in Releases 8.0 through 9.0 and new features for 9.1
T2
26384 Clemson University’s Challenges and Fixes of
9.0
207D
Implementing Recruiting 9.0
Clemson University upgraded from HRMS 8.8 to HCM 9.0 in June 2008. Because of the rewrite of Recruiting Solutions in version
8.9, we were faced with many challenges of learning the new system. We will discuss our likes and dislikes for 9.0, data conversion
issues and some of our many customizations. We will show you how Clemson University uses the Talent Acquisition Manger and
Candidate Gateway in HCM 9.0.
Vivian Morris, Clemson University
Daphne Nessler, Clemson University
T2
26583 Where should Residence Life data live? We found Innovations - Case Study
9.0
ARL
a low rent, on-campus, easy to maintain location!
As an alternative to maintaining an outside Residence Life system and supporting interfaces with PeopleSoft, Salisbury University
created a custom bolt-on system that offers the necessary functionality to support the student/admin needs for room assignments
and meal plans within PeopleSoft. There is no longer a need to maintain separate student records and financial tables. The custom
system includes the usual student lookups by name and ties into the standard Student Financial setup tables.
Joanna O’Neal, Salisbury University
Jeanette Wolinski, Salisbury University
62
Sessions by Time
Time No.
T2
Title
Track/Session
Ver
Room
26677 Data Collection and Communication with College Innovations - Poster Board
8.9
ARL
Fair Participants
How do you collect prospective student data at college fairs? Come learn how James Madison University has automated the collection
of biographic and demographic data by scanning driver’s licenses. After recruitment events this data is used to generate personalized
e-mail messages specific to the student’s area of interest. This improved communication flow can help any institution personalize their
recruitment efforts. Learn about the tools necessary, challenges encountered and responses.
Joe Manning, James Madison University
T2
26850 Enhancing the Student Experience with Oracle
Oracle E-Business Suite 12.0
206A
CRM Release 12
Case Study
LJMU adopted Oracle CRM to support management of the learner life cycle from enquiry to Alumni.CRM has been successfully
implemented for Student Recruitment, & Business to Business. The next phase is CRM Student Experience with the objective to
support enhancement of the student experience & improve student retention. To help achieve this CRM R12 Case Management
& eMail Centre is being implemented, starting with Welfare. Hear about our CRM R12 implementation & lessons learnt & see our
system demo
Diane Taggart, Liverpool John Moores University
Stephen Kenny, Liverpool John Moores University
T2
26288 Considering an EBS r12 Upgrade? SDSU shares Oracle E-Business Suite 12.0
206B
their Oracle Financials upgrade story
Case Study
San Diego State University needed to upgrade their financials and the decision point was 11.5.10 or release 12? SDSU chose 12 and
went live on 12.0.3 January 2008. Come hear what we encountered along the way, project approach taken, lessons learned during
the project as well as post go-live, where we are now, and what we consider wins for SDSU and our user community.
Cyndie Winrow, San Diego State University
T2
26774 Strategic Sourcing without Supplier Enablement
8.9
201B
Study
When FSU encountered an urgent need to save and manage legacy bidder records the decision was made to use PeopleSoft
Strategic Sourcing for that purpose even though the ERP system did not include a supplier portal. With in-house resources the ERP
team and the Purchasing Department converted bidder data that was salvaged from a failed attempt to outsource bid soliciting and
implemented functionality in the Sourcing module that enabled staff to maintain bidder records and categorizations.
David Best, Florida State University
T2
26191 9.0 Matching – How we implemented and
9.0
202A
customized at UCSF
Study
UCSF upgraded from 8.4 SP2 to 9.0 MP3 at the end of February, 2008. One of the major business process enhancement implemented
with the upgrade was Matching.
There were basic matching rules configured before the upgrade in UCSF’s 8.4 environment.
The challenges for upgrading to 9.0 Matching from 8.4 were
A. To understand the 9.0 Software Changes
B. To integrate a more complex business requirement into Matching
Barbara Scullion, University of California at San Francisco
Andrew Li, University of California at San Francisco
T2
26170 20+ Modules in 12 Months - You Can Do It Too!
9.0
210B
Cycle - Case Study
Hobart and William Smith Colleges went live with multiple modules of PeopleSoft 9.0 over a 12 month period. This presentation will
cover tips, techniques, and lessons learned for establishing the key success factors to enable a rapid implementation across multiple
modules.
Fred Damiano, Hobart and William Smith Colleges
Marie Benesh, Hobart and William Smith Colleges
63
Sessions by Time
Time No.
T2
Title
Track/Session
Ver
Room
26228 An Effective Project Management Office
9.0
210C
(PMO) Implementation in a Higher Education
Cycle - Case Study
Environment
Marquette University has implemented a Project Management Office (PMO) to support our PeopleSoft implementation and
subsequent upgrade to PeopleSoft 9.0 and other enterprise projects. This presentation will cover the establishment of our PMO
and project methodology and tools used to achieve project management success, specifically in support of our very successful
PeopleSoft 9 upgrade.
Dan Smith, Marquette University
T2
26852 Getting Ready for the 9.1 Upgrade
N/A
211A
Tricks
Come to this session to learn about some of things that you will need to starting considering when planning your upgrade to PeopleSoft 9.1.
Alexandra Dhillon, Oracle Corporation
T2
26332 PeopleSoft State Government Customer Group
Public Sector - Panel
N/A
213A
Meeting
Discussion
Attend the first PeopleSoft State Government Customer Group meeting. This session will allow State Governments who have
implemented PeopleSoft to share updates on modules currently implemented as well as future plans for upgrades, etc. Participants
will also be able to discuss challenges and share success stories. Come meet your State Government peers for focused networking.
Connie Guerrero, State of Kansas
T2
26785 EPM and Datastage. To infinity...and beyond!
Reporting - Tips and Tricks N/A
212A
ASU went into production with the EPM in winter 2007. Since then we have been through bundles, tools upgrades and much more.
We will give insight into what we’ve learned about using Datastage with the EPM. Topics will include but are not limited to: installation,
tuning, and best practices; bundles, customizations, ETL development tips and non-PS data sources.
Kendal Burkhart, Arizona State University
Marco Barberis, Arizona State University
T2
26646 Compliance / Census Reporting - Managing the
213C
fear and pain
Compliance & Census reporting are Higher Education’s administrative means for business analysis and strategy as well as each
country’s means to audit those institutions they fund. It concerns and impacts every single office on campus. This is both a functional
& technical issue. With any reporting solution this must be a serious concern & often is problem not easily solved. This panel will
discuss what the Reporting PAG & Oracle Campus Solutions Warehouse group have been gathering on this topi
Elaine Seidel, University of Massachusetts Lowell
Robert Mullen, University of Missouri System
T2
26766 Jump start your BI initiative with Open Source
N/A
213D
This session will take you through the selection, implementation & deployment of an open source Business Intelligence reporting tool.
We will step through various aspects of an implementation including setup, installation and report development. We will also focus on
the implications of summary level management reporting and Business Intelligence as it relates to data requirements, end users and
business processes. This presentation is based on the experience of developers at Indiana University.
Richard Shepherd, Indiana University
T2
26736 How to build collaborative quality management
9.0
207A
into an implementation
Study
All projects are challenged to find the time and expertise to conduct quality checkpoints during the implementation. One of the
hallmarks of a successful organization is to indoctrinate quality processes in projects so critical and honest feedback can be delivered
from an objective perspective.
Oracle’s Quality Management Group and CU’s Internal Audit Department discuss how they combined each organization’s review
process to monitor CU’s MetamorphiSIS Project.
Matt Devlin, University of Colorado
Frank Ott, Oracle
Shelly Fisher, Oracle Corporation
64
Sessions by Time
Time No.
T2
Title
Track/Session
Ver
Room
26324 Looking Forward Campus Solutions Student
Student Financials - Oracle N/A
304C
Financials
Vision
Join Oracle Campus Solutions Strategy along with Development to hear the highlights of current through future plans for Student
Financials. A brief recap of highlights during this past year will also be included. This session will help you with your planning efforts.
Satish Bhat, Oracle Corporation
Rhonda Kilgore, Oracle Corporation
T2
26561 Controlling New Programs & Plans = Herding
8.9
213B
Cats!?
Study
Are you tired of herding cats in your institution? Meet PIM, the University of Queensland’s Program Information Module. PIM is the
authoritative source of descriptive program content for online and print publications, and is involved in every aspect of a program or
plan’s lifecycle from inception through to approval. PIM ensures consistent content is stored, but is flexible enough for all types of
programs and plans.
Note - no cats will be harmed in the course of this presentation!
Rowena Bower, University of Queensland
T2
26270 Implementing Solutions for Continuous Entry/Exit Student Records - Tips and 8.9
304D
Learning Models
Tricks
From start to finish – come and find out how to successfully implement solutions for continuous entry / exit learning models. Topics
will include: analyzing and identifying business problems, assessing the requirements of users, identifying the functionality available
in PeopleSoft for these models (student records, self service, and student financials), conducting fit/gap assessments, arriving at
consensus, testing, communications, change management, and successful implementation of solutions
Patsy MacDonald, Nova Scotia Community College
Lisa King, Nova Scotia Community College
Maxine Pike, Nova Scotia Community College
T2
26367 PeopleSoft Application and Web Servers - A Deep Technical - Tips and Tricks
9.0
201D
Dive
Attend this session to find out what’s up with BEA Web Logic, IBM WebSphere and Oracle Application Server. Hear about some of
the cool, new features we have in our future plans. Back by popular demand, we’ll also discuss some common challenges that our
support team has seen, and share how to quickly troubleshoot and resolve them. Avoid the slow, tedious research and get on the
fast path to success by learning from the experts who have been there, done that.
Sanjay Tripathi, Oracle Corporation
T2
26251 Redundancy, Load Balancing, and Failover Technical - Tips and Tricks
9.0
203B
All Good Things to Have in Your PeopleSoft
Infrastructure
Details and Hints and Tricks to setting up a Redundant PeopleSoft Infrastructure without a single point of failure across all tiers. This
presentation will detail the design, purchase, configuration and testing of our own new PeopleSoft Hardware infrastructure running
AIX 5L and Oracle. Details on Load Balancing, Redundancy, and Failover across all 3 tiers will be presented.
Richard Kosiba, University of Texas HSC at Houston
T2
26015 The Change Assistant (Setup, Tips and Tricks)
8.9
204A
The change assistant and its helper applications can be a powerful tool. This session will give you more information on real world
scenarios patching and upgrading using the change assistant.
Michael Curtis, Grand Rapids Community College
T2
26372 PeopleTools Tips and Techniques
9.0
204B
In this session, we will discuss tools and design patterns to make PeopleSoft more productive for you and your users. Topics and
examples include AJAX, scripting, test driven development, Java, and logging.
Jim Marion, Oracle Corporation
T2
26329 Tips on Providing CI-Based Web Service
8.9
204C
Providing CI-based web service is not difficult. Come to this session to see what the configurations and securities are required for
providing web services, how to develop CI-based web services, how to troubleshoot the web service using component interface
testing, handler testing and sendmaster testing.
Ruth Chen, University of Texas at Arlington
Keith Halman, University of Texas at Arlington
65
Sessions by Time
Time No.
T2
Title
Track/Session
Ver
Room
26783 Energizing Users through Blended Learning:
205A
Lifecycle Training with OnDemand Resources
- Case Study
Come see how a blended learning solution has addressed the challenges of teaching a dry subject (PeopleSoft Financials 8.4)
to users across the multi-campus University of Colorado System. We’ve combined flexible OnDemand software with enthusiastic
classroom and help desk instruction to create a network of resources for just-in-time learning. Includes tips on how to create your own
lifecycle of learning to energize your college’s reluctant learners.
Normandy Roden, University of Colorado
T2
26352 Administrative Documentation: Supplementing
205B
UPK Documentation for Internal Administrative
- Tips and Tricks
Users
We were looking for a cost effective method to supplement UPK for the creation of PeopleSoft documentation for more experienced
users in functional departments like Budget and Payroll who use PeopleSoft every day. We love UPK as a tool for producing
documentation for our general end users but wanted something we could customize and trim down for our functional department
users. We developed a process using Adobe Creative Suite that works well, is easy and cost effective.
Steven Thompson, University of Rhode Island
T2
26902 Accelerated PeopleSoft Implementation using
Vendor - Vendor
N/A
210D
Smart (Bolt-On) Solutions at Wesleyan University
Wesleyan University had several requirements that were not met by the delivered PeopleSoft 9.0 Financials. Traditionally PeopleSoft
customers had but 2 choices: either you change your business processes or you customize. Today there is a third choice: Smart
ERP Bolt-On Solutions.
Wesleyan University is implementing a number of Bolt-On solutions by Smart ERP including Smart Security, Smart Workflow,
SmartKey, Smart 1099 and Smart Document Bolt-On solutions in a fraction of the time & effort.
Edwin Below, Wesleyan University
Dan White, Smart ERP Solutions
TUESDAY 11:10 AM–12:10 PM
T3 26920 Go Paperless From any Browser, any Platform, at Vendor - Vendor
Anytime
TBD
N/A
201A
John Collins, Nolij Corporation
T3
26934 Using Oracle ESB and BPEL with PeopleSoft
Vendor - Vendor
8.9
201B
Applications
While today’s and tomorrow’s PeopleSoft Enterprise systems dive deeper into SOA and migrate more integrations into web services,
Oracle ESB, BPEL and PeopleTools 8.48+ provide numerous benefits for both the business and IT. Learn how to take advantage of
ESB and BPEL to reduce costs, reduce complexity, and increases the levels of management.
Scott Lemasters, MAXIMUS, Inc.
T3
26932 Enterprise Learning Management at State of
Vendor - Vendor
9.0
201C
Tennessee
The State of Tennessee implemented Enterprise Learning Management 9.0 in conjunction with HCM 8.9 and FSCM 8.9. The
integrated implementation created many opportunities between the suites. The presentation will cover the implementation approach
as well as lessons learned.
History of the State of Tennessee and the Edison project will be covered. As well as Initial Configuration Decisions, Timeline and
Integration with HCM and FSCM including the use of Speed Charts to integrate with FSCM.
Sadie Carlock, MAXIMUS, Inc.
T3
26933 Electronic Catalog and Item Management
Vendor - Vendor
8.9
201D
The level of effort required to standardize, validate and maintain item catalog data is considerable. The primary challenge is that the
effort can stretch an organization’s resources beyond their ability to manage the content. The end result is outdated catalog data,
inaccurate business intelligence, and lost opportunities to control spend or off-contract purchases. We’ve designed a custom solution
at the State of Tennessee that addresses these content management challenges.
David Iafrate, MAXIMUS, Inc.
Jon Tugade, MAXIMUS, Inc.
66
Sessions by Time
Time No.
T3
Title
Track/Session
Ver
Room
26908 The Users’ Perspective: Enterprise Document
Vendor - Vendor
N/A
202A
Management and Workflow with Real PeopleSoft
Integration
Do you want to reduce or even eliminate wasteful, redundant tasks? Learn how Stanford University and Bowling Green State
University integrated PeopleSoft with document imaging, document management and workflow to do just this. They have been able
to successfully handle increased workloads with shrinking staff budgets by automating processes across departmental lines. And
because of this, they have become more competitive universities. Learn how you can do the same.
Jennifer Tysse, Hyland Software, Inc.
Chuck Gasperi, Stanford University
Chad Brandeberry, Bowling Green State University
T3
26918 Investing in Systems for the Future: The Benefit of Vendor - Vendor
N/A
202B
a Platform vs. Modular Systems
Embark has been assisting Admissions offices with their enrollment management needs for 12 years and during this time has become
quite well known for our Admissions solutions. In addition to Admissions solutions, Embark has been providing solutions for Financial
Aid offices, Alumni Development, Fellowships and other areas. With the introduction of the Embark 2.0 platform, we have expanded
our services to meet the growing needs of the entire campus for a completely integrated solutions.
Chris Simpson, Embark
T3
26919 A Practical Approach to Learning Innovation
Vendor - Vendor
N/A
203B
Attend this workshop to see how RWD can help you bring innovation to learning by leveraging the tools and systems you already
have and blend with the right mix of new systems and process!
Mark Deans, RWD Technologies
T3
26914 Competency Management – The Foundation of
Vendor - Vendor
N/A
204A
Talent Management
Northrop Grumman will discuss the trends of talent management and how competency management plays a crucial role in the human
capital lifecycle. Talent management requires a focus on investing in and developing organizational talent to meet mission needs.
Competencies are the critical element in the talent management framework and will determine the success or failure of workforce
planning, talent acquisition, sustaining performance, and succession planning.
Erik Nelson, Northrop Grumman
Pinakin Patel, Northrop Grumman
T3
26915 Tips, Tricks and Tools to Improve PeopleSoft
Vendor - Vendor
N/A
204B
Upgrades
This will be an engaging session, promising to enlighten attendees and provide project leaders with tools that will surely improve their
management experience.
Invest an hour of your time to understand the key pitfalls and realize what tools and knowledge is available to increase your likelihood
of success before going into your next upgrade.
James Barber, ERP Analysts
Kiran Beeravelli, ERP Analysts
T3
26916 Security by Example
Vendor - Vendor
N/A
204C
Explore the common mistakes in IT Security, how these issues impact your organization, and what to do to avoid them. This will be a
discussion of how a false sense of security can impact an institution. We will examine some ways that security can be bypassed, and
discuss what could be done differently in each of these scenarios. We will consider the broad range of security factors.
Carolyn Ryll, CIBER Enterprise Solutions
T3
26051 The Six Reasons Why SaaS Will Help You to
Vendor - Vendor
N/A
205A
Succeed in 2010
Ultimately, the success of an education institution is measured by the success of its students. With the deployment of SaaS solutions,
all departments, especially the financial aid office, are better positioned to focus on their core mission: maximize enrollment and
improve student service, while eliminating the headaches of technology and compliance management. We will discuss the six
reasons why SaaS will help you effectively operate and manage the student financial aid lifecycle.
Mike Peck, Regent Education
67
Sessions by Time
Time No.
T3
Title
Track/Session
Ver
Room
26900 Managing the Perfect Storm: Campus Commerce Vendor - Vendor
N/A
205B
and PCI
Is your institution struggling to maintain control of commerce across campus? When an institution is spread across multiple locations,
or has numerous departments it can be challenging to ensure standard secure payment practices while at the same time keeping
costs down and providing customer service.
Joe Egan, Nelnet Business Solutions
T3
26910 Managing the risks of a PeopleSoft
Vendor - Vendor
N/A
206B
implementation at a research institution
Research institutions face unique challenges when implementing an ERP package. Whether it is the unique business processes
inherit to higher education like cost-sharing, to complexities in reporting; successfully deploying PeopleSoft and other software
packages in higher education requires an approach tailored to the culture and business of your institution. Join us as we discuss the
common risks and pitfalls encountered during these projects and best practices to mitigate them.
Joy Walton, Huron Consulting Group
Ryan McDaniel, Huron Consulting Group
T3
26911 PeopleSoft Exposed - Sinking Silos With SOA
Vendor - Vendor
9.0
207A
You’ve heard about Fusion Middleware, but do you really know how this technology can benefit your organization in ‘the real world’?
This presentation will explain SOA in non-technical terms and provide a demo of our Admissions Composite Application. The demo
shows how SOA helps accomplish the admissions application submission and decision evaluation processes by integrating document
imaging, workflow, and credit card processing with real-time updates to PeopleSoft Campus Solutions.
Lee Ann Wentzell, CedarCrestone
Todd Edge, CedarCrestone
T3
26524 Using ImageNow to Automate Key Higher
Vendor - Vendor
N/A
207B
Education Processes
Perceptive Software’s solutions enhance virtually any process on campus. Regardless of your PeopleSoft or Oracle application,
ImageNow enterprise document management, imaging and workflow from Perceptive Software seamlessly integrates with your
business applications to deliver secure, digital versions of documents with a single click. With ImageNow, you can boost productivity
as well as provide better service to students and staff. This session includes a success story from Cal Poly.
Dani Pfeister, Perceptive Software
T3
26746 Admissions Impossible - Building an Online
Vendor - Vendor
9.0
207C
Admissions Application with PeopleSoft
A large institution chose Deloitte as their business partner for a multi-year transformation project. The most complex piece of the
solution was an online admissions system that needed to be configured to support 80 different applications and customized evaluation
processes. The project leveraged custom, integration, and COTS technologies (Java/Struts, BPEL, ESB, Peoplesoft, ImageNow,
TouchNet). The project was delivered using an agile development model (e.g., user-driven, iterative, adaptive).
Aashish Jain, Deloitte
Sunny Ip, Deloitte
T3
26912 Improving the Student Experience with Electronic Vendor - Vendor
N/A
207D
Refund
In this session, you will learn how to reduce administrative costs, streamline business processes, create new revenue streams,
increase student customer service and strengthen the campus community using Higher One’s refund management service.
Sherry Loomis, The University of Texas at Tyler
Benjamin Fromm, Higher One
T3
26829 Smarter, Faster, Better: The SOA Solution at WVU Vendor - Vendor
N/A
208A
Simplify! Learn how Service Oriented Architecture helped West Virginia University to wow their users and better leverage their ERP
investment. We will perform a live demonstration of a simple, real-time, user-friendly solution to a complex user-facing process,
built using SOA. The session will include an interactive Q&A session where we will discuss the benefits and potential pitfalls you’ll
encounter as you embark on the road to SOA.
Jeffrey Mundt, EMS Consulting - Intelligent Chaos
Kate Hazen, West Virginia University
68
Sessions by Time
Time No.
T3
Title
Track/Session
Ver
26847 Loyola University Case Study –Change
Vendor - Vendor
9.0
Management Best Practices using PeopleSoft
Change Assista
Loyola University Case Study –Change Management Best Practices using PeopleSoft Change Assistant
Room
208B
Do you use PeopleSoft Change Assistant to manage your patching? If so, you have probably experienced the same challenges that
many other PeopleSoft customers face when trying to effectively manage the patching cycle.
Join us and guest presenter, Walter Slazyk of Loyola University of Chicago as we discuss real use cases and share ways to speed
the patching.
Wayne Chan, Quest Software, Inc
Walt Slazyk, Loyola University of Chicago
T3
26858 Return on Investment Case Studies-Campus
Vendor - Vendor
N/A
209A
Commerce
In these times, doing more with less has never been more important. With enrollments on the rise and budgets extended to the max,
how can you justify an investment in Business Office automation? This session will help you build that “Return on Investment” model
you need to get the solutions that will help you succeed in these challenging times. You need a Commerce Management System to
not only automate your business office, but to secure your campus commerce.
John Murphy, TouchNet
T3
26913 A Single Source of Truth With Integrated, Open
Vendor - Vendor
N/A
209B
Data
In this session, learn the power of bringing all sources of data into one place for a single source of truth, and the impact it’s had on
issues such as financial planning, commitment tracking and NCAA reporting at major universities.
Mike Psenka, eThority
T3
26889 Millions of Transfer Students; One Solution:
Vendor - Vendor
N/A
210A
The Transfer Evaluation System (TES) from
CollegeSource
TES is an innovative service for researching, evaluating, tracking, recording, managing, and reporting transfer course and program
equivalencies online. Desktop access to over 37 million course descriptions, more than 44,000 catalogs, and a suite of powerful tools
means tremendous time savings for transfer credit evaluators and fast, accurate service to transfer students. See this unique service
in action and learn how it can be integrated with your existing SIS.
Dr. Troy Holaday, CollegeSource, Inc.
T3
26890 The Next-Generation Unified Digital Campus
Vendor - Vendor
N/A
210B
Building the right foundation for your institution has never been more critical, or more challenging. At SunGard Higher Education,
we are helping colleges and universities build the next-generation unified digital campus to support new ways of knowing, creative
platforms for learning, and better forums for understanding. Join us as we explore how you can deliver the information infrastructure,
processes, and metrics you need to support your institutional goals today, and tomorrow.
Kevin Molloy, SunGard Higher Education
T3
26891 PeopleSoft Self Service 2.0 - Learn how to bring
Vendor - Vendor
N/A
210C
web 2.0 to self service
Have you ever wished PeopleSoft Self-Service worked more like Google or Yahoo? Your users sure have. The web is being redefined,
and your users expect Self-Service Applications to be easy to use and intuitive. Come to this session to learn how PeopleSoft
Self-Service should work. It can be every bit as captivating as Workday by bringing Web 2.0 concepts into the mix and all without
customizing PeopleSoft.
Paul Isherwood, IntraSee
Andrew Bediz, IntraSee
T3
26183 Row Level Security and Workflow for PeopleSoft Vendor - Vendor
N/A
210D
Peoplesoft Row Level Security feature for Financials restricts securing data access to users based on specific Chartfield or user
defined fields. Smart ERP’s Security Suite provides flexible and highly configurable bolt-on to overcome this. Our Workflow solution
is focused on providing simplified workflow solutions for all the business processes within financials. ePro workflow is also extended
to all other business transactions in financials, providing a common and user-friendly configuration.
Ramesh Panchagnula, Smart ERP Solutions, Inc.
Aaron Henretty, Smart ERP Solutions, Inc.
69
Sessions by Time
Time No.
T3
Title
Track/Session
Ver
Room
26901 The Day After the Consultants Leave
Vendor - Vendor
N/A
211A
From staffing your project to training your users, there are many things that you can do to prepare yourself for “The Day After the
Consultants Leave”. Many times we are forced to extend consulting resources to assist with support or to run the new system.
However, if you plan ahead you can reduce your exposure and be better prepared for that fateful day when the consultants leave.
Charles Carr, SkyBridge Global
T3
26931 iStrategy Data Warehouse for PeopleSoft: 90%
Vendor - Vendor
N/A
211B
out-of-the-box at 10% of the time and cost!
iStrategy Solutions is a leading provider of data warehouse and analytic reporting solutions for the higher education industry. Our
software, HigherEd Analytics, integrates with PeopleSoft to enable colleges and universities to build robust dimensional data
warehouses in days instead of years, providing analytic reporting and dashboards for Student, Finance and HR. See what a world
class DW looks like, and why universities large and small are choosing iStrategy.
Phil Adams, iStrategy Solutions
T3
26903 End of the Legacy Nightmare: Retiring the
Vendor - Vendor
N/A
212A
Mainframe for Good
Even after implementing the PeopleSoft Enterprise system, institutions continue to support various organizational requirements on
legacy systems that raise organizational risk and cost burden. Learn how we re-hosted City Colleges of Chicago’s legacy system,
moving nearly 3 terabytes of information with 30 years of history from the IBM mainframe to UNIX, and thereby creating operational
efficiencies that position the institution for continued growth and development.
Ajay Patel, Synch-Solutions
T3
26904 Driving Down Annual Support Costs:
Vendor - Vendor
N/A
213A
Understanding Releases and Support Options for
the Next Decade
Your software is mature, stable, and meeting your needs - but your annual software support costs are rising and eating up your
shrinking IT budget. Now you have to contend with strategic choices about release upgrades and the introduction of Fusion and SOA
architectures. This session will help you identify annual cost saving opportunities with different release and support strategies for both
early-adopter and more conservative organizations
Michael Davichick, Rimini Street
T3
26905 Come Together: The Benefits of Integrating an
Vendor - Vendor
N/A
213B
End-to-End CRM System with Oracle PeopleSoft
Are you getting the most out of your PeopleSoft data? Did you know you can use the data you already have to build strong, strategic
relationships with students throughout the student lifecycle – from initial interest to enrollment to graduation?
In this session, you hear from several of your colleagues about an end-to-end, Web-based CRM tool that helped them maximize the
value of their PeopleSoft investments. Learn how these institutions were able to predict enrollment, track ROI
To Anh Fong, Hobsons U.S.
T3
26906 Employee Empowerment Through PeopleSoft:
Vendor - Vendor
9.0
213C
Using HCM 9.0
Using real world scenarios, Beck and Gunter will discuss Lexington-Fayette Urban County Government’s (LFUCG) implementation
of PeopleSoft HCM 9.0. LFUCG highlights the immediate ROI achieved through best practice implementation of Payroll, T&L, Base
Ben, Ben Admin, TAM, CG, Core HR, eProfile, ePay, eBenefits, and ePerformance. Anyone considering an upgrade to 9.0 will find
the insight from this presentation indispensible as they calculate their own path to immediate and lasting ROI.
Andrew Beck, Metaformers, Inc.
Michelle Gunter, Lexington-Fayette Urban County Government
T3
26907 Workflow Finally Gets Easy - Build Setup-Based
Vendor - Vendor
9.0
213D
Routings with GT eForms 2.8
There is finally a simple, structured way to add workflow to PeopleSoft, without overloading the techies! From simple email triggers
to full-blown electronic forms with complex approval routings, GT eForms can meet your organization’s specific automation needs.
Many routings can be set up by functional analysts, with no coding required! In the session we will build a PeopleSoft-based workflow
routing from start to finish using GT eForms 2.8. Come see how easily you can automate your business!
Paul Taylor, Gideon Taylor Consulting
John Woodrum, Gideon Taylor Consulting
70
Sessions by Time
Time No.
T3
Title
Track/Session
Ver
Room
26927 Go Beyond Imaging with Real-Time Integration
Vendor - Vendor
N/A
303A
between your Document Management System and
PeopleSoft
Singularity by Hershey Systems is a leader in document management and work process automation software for the Higher Education
marketplace. This presentation will explore and explain the solutions provided by integrating Singularity Archive, Workflow and
Online Forms with PeopleSoft for all facets of an Institution.
Paul Blake, Hershey Systems Inc
T3
26930 Streamlining Admit Letters using XML Publisher Vendor - Vendor
9.0
303D
and CommGen
Create dynamic Admit Letters by leveraging XML Publisher and CommGen. Conditional Admit letters are easily maintained and
tracked in the 3C’s.
Casey Cline, Higher Technology Solutions
Curt DeJean, Higher Technology Solutions
T3
26925 Essentials of Test Data Management: Speed
Vendor - Vendor
N/A
304A
Application Development and Save Storage Costs
With multiple database clones to configure and manage, your costs can quickly spiral out of control. Learn how you can reduce storage
costs and speed iterative testing cycles by creating “right-sized” test environments and how you can automate the comparison of
baseline data against successive test run results to quickly identify application errors.
Cynthia Babb, IBM Corporation
T3
26926 Comprehensive Reporting and Analytics for
Vendor - Vendor
N/A
304B
Higher Ed
Solving the problem of fast, easy, and truly affordable reporting and analytics, Phytorion, the company with the longest and most
varied experience in Higher Education and PeopleSoft, has worked with partner institutions to craft a comprehensive analytical
application, the Academic Data Warehouse and Business Intelligence plug-in product. This session is an overview of the content and
effectiveness of the ADW.
Yiorgos Marathias, Phytorion, Inc.
Robert Silcher, Phytorion, Inc.
T3
26929 BPM and Software as a Service
Vendor - Vendor
N/A
304C
Process Management (BPM) solutions. The current economic landscape has severely impacted IT budgets. However, with the SaaS
model, organizations can continue to focus on business/technology initiatives like BPM without upfront investment. This session will
discuss what the BPM and SaaS model advantages are, approach for undertaking this model, and vendor landscape.
Asim Akram, Accenture
T3
26928 X25 Strategic Graphical Analysis
Vendor - Vendor
N/A
304D
Core scheduling decisions often pivot on intangibles: instincts and political sensitivities. Yet, the buy-in is strongest when supported
by facts. CollegeNET’s space reporting and analysis tool - X25® Strategic Graphical Analysis - provides data you need to support
space management decisions and develop sound policy. An array of X25 filters puts focus on the metrics that matter most. The clear,
colorful graphs present stark patterns, anomalies, and help you identify where your real problems lie.
Julia Noonan, CollegeNET, Inc.
T3
26290 Unleash the Power of PeopleSoft Query
Vendor - Vendor
N/A
Ball B
PeopleSoft Query is a simple yet powerful data retrieval tool that is often overlooked. It is the foundation for other reporting tools such
as XML Publisher, Crystal Reports, SQR, etc. This presentation will demonstrate creative ways to use Query to retrieve data that is
essential in using and maintaining your PeopleSoft System.
Tim Burns, Io Consulting, Inc.
T4
TUESDAY 12:50 PM–01:50 PM
26126 A Phased Approach to Implementing the 9.0
303A
Academic Advisement Report
Study
The 9.0 interactive Academic Advisement Report offers some very exciting new functionality for students and advisers. This
presentation will cover how, and why, UCSC developed a phased implementation plan, successfully going live with the “old school”
Degree Progress Report transcript and scheduling the release of the new Academic Advisement Report functionality for a later date.
We will share what we learned during our 9.0 implementation, including specific configuration and set up details.
Terry Seehart, University of California, Santa Cruz
71
Sessions by Time
Time No.
T4
Title
Track/Session
Ver
Room
26178 Sharing Applicant Data with Graduate and
8.9
303B
Professional Departments
The Application Management Engine created at The Ohio State University allows Graduate and Professional Departments to review
their applicant data. This bolt on allows them to search for candidates and monitor the progress of their applicant pool. The system
also streamlines communication between the department and the main Admissions Office. While this bolt on was created for the
specific needs of the Graduate and Professional Departments, it can be used by Undergraduate Departments as well.
Jude Grant, Ohio State University
T4
26450 Automating Your Admission Process with PS 8.9 Admissions - Case Study
8.9
303C
and Document Imaging
Discussion of our implementation of PeopleSoft 8.9, use of delivered 3C functionality along with custom processes to automate and
integrate our admission process with the OnBase document imaging system.
Crystal Garvey, Northern Illinois University
Suzanne Warber, Northern Illinois University
Dewey Holleman, CIBER Enterprise Solutions
T4
26810 Budgeting Birds of a Feather - Developing
Budgeting - Panel
a Strategic Direction across PeopleSoft
Discussion
Applications
Selected topic roundtable discussion to include members of the Budgeting PAG and Oracle.
N/A
202B
Nancy Sophia, University of Vermont
T4
26206 The Good, the Bad and Commgen - developing a Campus Community - Case 9.0
303D
trigger happy communications process
Study
This session will walk through the implementation of The Australian National University’s communications process, developed as
part of the advancement project from 7.6 to 9.0, utilising the delivered Communication Generation Process, Checklist and 3C Trigger
functionality.
Focus will be not only from a functional perspective, but cover the whole business process change and implementation, taking a look
at what the University used in 7.6 to what was delivered on completion of the project.
Jason McIntyre, The Australian National University
Mark Erickson, The Australian National University
T4
26623 Drowning in Duplicates?
208A
Study
Weary of cleaning up duplicate CR records? Tired of adjusting transactions one by one to create an accurate giving history for the
original donor? Salisbury University has developed a process to automatically move all CR transaction history to the correct donor’s
record and has created reports to review existing data on the duplicate record across all tables in Peoplesoft. This new process has
streamlined the clean-up of duplicates and simplified the choice of which donor record to keep.
Carol Wellinghoff, Salisbury University
Joanna O’Neal, Salisbury University
Ross Leisten, Salisbury University
T4
26627 Top 5 Things in PeopleSoft Online Marketing that CRM - Oracle Application
9.0
209A
You Should Be Using and Aren’t
Attend this session to hear how the PeopleSoft Online Marketing application can be used for more than just personalized emails.
This session will focus on additional features such as custom actions, surveys, newsletters, service request integration, and deep
reporting functionality.
Sandra Sanvido, Oracle Corporation
T4
26441 A Setup & Implementation Model for Financial Aid Financial Aid - Tips and
9.0
304A
Security
Tricks
When DePaul Univ. upgraded from CS 8.0 to CS 9.0, we decided to re-design the Permission Lists & Roles used for Financial Aid
Access. As the setup was completed, tested, & re-tested, our Information Services Department developed scripts to move our setup
out to a repository database for each mock go-live & then back into our working test instance. These steps were repeated for the “real”
go-live & made this part of the upgrade go far more smoothly than anticipated.
Jessica Holler, DePaul University
John Amato, DePaul University
72
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
T4
9.0
304B
Discussion
With CS 9.0, Oracle delivered the long-anticipated “external awards” functionality, designed to enable batch &/or quick entry of
student financial assistance from sources originating outside the financial aid module. We’ll share Michigan’s experience utilizing
these new features.
26479 External Awards - Alive & Kicking
Elaine Nowak, University of Michigan
Barbara Fong, Oracle Corporation
Mary Hillstrom, University of Wisconsin - Madison
T4
26651 Setting up Non-Credit in PeopleSoft
209B
Overview of set up done for Non-Credit Career/Students in PeopleSoft. ASU set up the Academic Structure for the Non-credit career.
It has been designed for maximum flexibility as this career grows and new programs become part of PeopleSoft. We will review
design and decisions for Academic Structure, Student Records, and Student Finance.
Bonnie Stoneking, Arizona State University
T4
26295 SmartKeys - A Complete Solution
210A
Use SmartKeys instead of the limited Speedtypes or Speedcharts. Works on all desired pages and populates all the chartfields you
desire.
Tom Vincent, Emory University
Ramesh Panchagnula, Smart ERP Solutions
T4
26049 How Oracle’s NEW Data Hub offering and Master General Interest - Oracle
N/A
210B
Data Management Supports Higher Education
Application
In this session, learn how Oracle’s NEW data hub offering is making it possible for higher education to integrate their many applications
so they can retrieve and analyze information in a unified environment. See how this information is served up to campus and school
constituents through a portal for simplified access.
Michael Kennedy, Oracle Corporation
T4
26685 KISS Reporting Support: Meeting the campus
General Ledger - Case Study 8.9
201A
demands for data and information.
How to meet the campuses need for more and new complex reporting needs. This presentation is not a demo of one tool or strategy
for reporting. This presentation will look at a pragmatic approach to implementing a holistic reporting strategy that can be phased in
and flexible to keep up with the changes a university needs.
We will look at how to involve the leadership, the campus user and the back office user.
Bob Preston, University of Maryland, Baltimore County
T4
26804 Comings and Goings of Assets: Focus on
9.0
202A
PeopleSoft Asset Management Integration Flows Vision
Attend this session to get an overview of the integrations between PeopleSoft Asset Management and other PeopleSoft solutions that
support the plan to retire business process.
Leonardi Gumtang, Oracle Corporation
T4
26448 Subaward Management for Dummies
201C
Tips and Tricks
The University of Florida has developed an Access database, which simplifies the monitoring of subawards. It is capable of importing
A-133 audit information from the Federal Audit Clearinghouse (FAC) website, and can use PeopleSoft queries to verify data, such as
the voucher amounts and award dates. This facilitates keeping the information both accurate and current.
Edward Parker, University of Florida
Joann Cahill, Fred Hutchinson Cancer Research Center
Anthony Hunter, University of California at San Francisco
73
Sessions by Time
Time No.
T4
Title
Track/Session
Ver
Room
26280 Sharing is Caring: How Northwestern
201D
revolutionized their Cost Share policy using
Case Study
PeopleSoft
Northwestern University (NU) would like to share how they used multiple delivered configuration and reporting options to track and
manage cost sharing centrally using PeopleSoft Grants and Commitment Control. Specifically,
•Use of Fund Code in tracking Mandatory, Voluntary and NIH Over-the-Cap
•Use of Project and Department KK ledgers
•Use of reporting in monitoring progress and spending
Keith Adams, Northwestern University
T4
26308 Automation at University of Michigan, getting
HRMS - Case Study
9.0
207B
job data done quickly for complex faculty
appointments
The Medical School at University of Michigan partnered with MAIS (Michigan Administrative Information Services) to deliver an
automated process that would provide Medical School units (and elsewhere) with an extensive tool that allows them to review current
compensation rates of faculty, model annual compensation rate increases and process new rates in a fully automated system.
Mandie Chapman, University of Michigan
Debra Komorowski, University of Michigan
T4
26514 Afraid of Commitment? - Tips for a Commitment HRMS - Tips and Tricks
9.0
207C
Accounting Implementation during an Upgrade
UB took the plunge to upgrade to a vanilla implementation of commitment accounting during a Campus Solutions upgrade. Come
learn from our challenges, mistakes, and successes as we share practical information and suggestions. You will hear:
• a guideline for the project timeline
• upgrade team formation ideas
• suggestions for getting business owners to agree to changes in business process
• technical and functional tips for implementation
• hints for hot button technical issues
Monifa Brooks, University of Baltimore
Heather Dixon, University of Baltimore
T4
26682 Best Practices Implementing Self-Service
HRMS - Case Study
8.9
207D
HCM and PeopleSoft Portal for Recruiting and
Managers
Many “baby boomer” professionals and experienced technical staff and other employees plan to retire in great numbers in the next
ten years. Best practice HR and PeopleSoft Talent Management systems and portals can greatly assist non-profits to retain and
recruit the best professionals and staff. This presentation will present Case Studies of Best Practices implementing PeopleSoft HCM
self-service for non-profits.
Chris Papesh, Oracle Corporation
T4
26495 Facebook Your Portal: Chronological Content vs. Innovations - Poster Board
9.0
ARL
Pagelet Content
FaceBook has been successful because of its ability to effectively organize changes between people and their peers. When we
take this approach between people and their institution, we can surface the most recent information directly to our end-users. This
presentation will examine our portal’s switch from pagelets to content based on chronological changes to Enrollment, Finance, and
HR records.
Ben Liyanage, MICA
T4
26813 Web 2.0 portal for Students and Teachers
Innovations - Oracle Vision 9.0
ARL
During this session attendees will discover how Université Laval (located in Quebec city, Canada) has built a Learning Management
System using Oracle WebCenter 11g, Oracle UCM 10g and Oracle ADF 11g to provide portal, content and collaboration tools for their
42k users (students and teachers) “à la Web 2.0”.
Eric Marcoux, Universite Laval
74
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
T4
206A
Oracle Application
Your Higher Ed institution is expanding into other countries, and you want to structure Oracle to support the operational and financial
needs of going global. We will provide you with some of the key decision points, considerations, and lessons learned leading up to
and after go-live to successfully implement system changes for a multi-national higher education institution.
26433 So You Want To Go Global?
Christopher Kamerling, Carnegie Mellon University
Karen Eck, Carnegie Mellon University
T4
26596 iSourcing - Increase supplier competition and
206B
reduce your costs
Oracle Application
Imperial College wanted to realize savings in the cost of goods and services by intensifying competition among its suppliers. To
achieve this goal Imperial implemented the iSourcing eAuctioning functionality. The project was a great success and very quickly
realized a return on investment. This presentation will give details of the implementation, highlight key features, show screen shots
of an auction in action and cover issues we found along the way.
David Ebert, Imperial College London
Todd Harrison, Imperial College London
T4
26212 Implementation of ePro - Pros and Cons
8.9
201B
Study
UMUC implemented ePro as part of an upgrade to Financials 8.9 The module was implemented to address end-user requests and
has been implemented with great success. Some minor modifications were made to simplify the interface for end-users. We will
share our experiences and advice for other universities interested in implementing this module.
Ben Lowenthal, University of Maryland, Baltimore County
Valerie Rolandelli, University of Maryland, University College
John Harrison, CedarCrestone
T4
26516 Countdown to V9 Upgrade - Princeton’s Greatest Project Management & Life
9.0
208B
Hits...and Misses
Princeton University just completed a successful upgrade from v8 to v9 of its PeopleSoft HCM/CS system. Let the celebration begin!
Hear the functional managers from the various business areas present lessons learned during the upgrade project life cycle. And
don’t be surprised if we break into song!
Ashutosh Hadap, Princeton University
Amy Hughes, Princeton University
Justin Bronfeld, Princeton University
Steve Blechman, Princeton University
T4
26711 Meaningful Project Communication Across 33
8.9
210C
Institutions
Cycle - Case Study
This presentation will describe the communications activities used to support the PeopleSoft Financials v8.9 implementation project
for 33 institutions in the University System of Georgia. We will present multiple perspectives by explaining the project team’s view
of the activities, the end-users’ evaluations and recommendations for each of these activities, and our recommendation for future
communications activities.
Michael Casuccio, University System of Georgia
Dr. Chelle Stringer, SkyBridge Global
T4
26060 PeopleSoft Asset Management V8.9
8.9
211A
Implementation for PSAB Reporting
Accounting and reporting of Tangible Capital Assets becomes a provincially mandated requirement in 2009. This session will discuss
how York Region is planning to phase in Asset Management (AM) V8.9 to meet these requirements. We will cover the Region’s
implementation experiences - the good the bad and the ugly and the steps we took to solve the challenges.
Jayne Blackburn, York Region
T4
26650 Public Sector Managing Grants and Funding Public Sector - Oracle
9.0
211B
Birds of a Feather Session I
Application
Public Sector birds of a feather discussion with Oracle addressing strategy and best practices for managing non-research grants and
funding.
Mark Rosenberg, Oracle Corporation
75
Sessions by Time
Time No.
T4
Title
Track/Session
Ver
Room
26510 Deploying an EPM 9 Reporting Solution at
Reporting - Oracle
8.9
212A
Northwestern University
Application
As part of our PeopleSoft implementation (Project Cafe), Northwestern has implemented EPM to supply data for Financial, Supply
Chain, and Grant Reports. Over 100 reports and multiple ad hoc reporting environments are supported by the EPM based data
warehouses
John Ewan, Northwestern University
T4
26767 XMLP Reports in Self Service
9.0
213C
This presentation will demonstrate how we have created XML Publisher reports to be retrieved dynamically in self-service by
instructors, teaching assistants and administrators. These reports are fairly complex in structure and provide a good demonstration
of what is possible in this tool in the 8.48 and 8.49 environment of PeopleTools.
Tamara Foster, Northwestern University
T4
26458 Implementing data warehouse and BI in Higher Ed Reporting - Case Study
N/A
213D
The implementation of the business intelligence (BI) and data warehouse solution is far more than just a technical endeavor creating
many changes in a slow changing environment of Higher Education; from marketing and communications, to well thought out training
programs, to redefining people’s roles and responsibilities this session will address how to manage changes in people, processes,
and campus analytical culture that are necessary in successful BI implementation.
Ora Fish, Rensselaer Polytechnic Institute
T4
26141 Real-Time Security, How Sweet It Is!
8.9
207A
Study
Learn how NC State University has put security in the hands of its users and has automated the process from request, to workflow,
to provisioning. Using Sun’s Identity Manager, NC State has implemented a security request system that no longer requires manual
security updates to any of it’s PeopleSoft applications and makes security updates 100% real-time.
Jack Foster, North Carolina State University
T4
26070 Financial Aid Waivers
8.9
213A
Discussion
This will be a discussion about the process that we created that posts/unposts an Anticipated Financial Aid waiver to student accounts
following certain criteria. Since our due date comes before the first disbursement of aid, this process was a great help and reduced
workloads at our campuses. It also helped us reduce accounts receivable.
Maria Lindquist, University of Wisconsin Colleges
T4
26498 Equation Engine – SF Amount Equations and
304C
Adjustment Calendars
Tricks
This presentation will focus primarily on the setup and configuration of the delivered Equation Engine functionality used to generate
accurate tuition amounts in conjunction with the adjustment calendars to account for add/drop activity.
Aaron Apel, University of Wisconsin - Madison
T4
26177 On-line Change of Major
8.9
213B
Application
At TCU we developed an on-line request for change of major. Students are able to request to change/drop/add their major, minor,
second major, second minor, second degree and career track online.
Tiffany Wendt, Texas Christian University
T4
26227 Student Records Birds of a Feather - Part I
Student Records - Tips and N/A
304D
Tricks
Plan to attend the Student Records Birds of a Feather session to collaborate with other Student Records users and hear an update
from the PAG.
Lisa Emery, University of Michigan
Stacy Storrs, University of Connecticut
T4
26354 “Two for the Price of One” - Financials Upgrade in Technical - Case Study
9.0
203B
Conjunction with a Database Platform Ch
This presentation is a case study of Florida State University’s project to upgrade our Financials application suite from version 8.9 to
9.0 in conjunction with a database platform migration from DB2/UDB to Oracle. We will cover our business drivers for the upgrade
and platform conversion, a detailed review of the technical approach we used to combine/merge the two activities, and a review of
the issues that were encountered and how we were able to resolve them.
Randy McCausland, Florida State University
76
Sessions by Time
Time No.
T4
Title
Track/Session
Ver
Room
26078 Introducing The Oracle Fusion Development
N/A
204A
Platform
This session explains how Oracle Fusion development tools (Oracle JDeveloper, Oracle ADF, Oracle WebCenter, and Oracle SOA
Suite) deliver the rapid and declarative development experience you need for building robust applications. Through demonstrations,
the session shows how to leverage these tools today to build applications that will integrate with Oracle Fusion Applications in the
future, and it gives you a peek into the development environment for Oracle’s Fusion.
Shay Shmeltzer, Oracle Corporation
T4
26370 PeopleTools Integration Broker and SOA Deep
9.0
204B
Dive
You’ve worked with Integration Broker or been to a class and are familiar with its basic parts. Now you want to take it to the next
level and get deep into some more complex scenarios. Come to this session to learn about best practice building, deploying and
maintaining all types of application integrations using Integration Broker. This session will also review the different components of the
Oracle SOA Suite tools from a PeopleSoft perspective.
T4
26375 Web 2.0 in Your Enterprise: Collaboration
9.0
204C
Technology for Improved Effectiveness and
Efficiency
Web 2.0 has introduced many opportunities to improve efficiency and effectiveness. This session describes the collaborative features
available in Enterprise Portal today, what’s coming soon, and help you learn how to adopt and apply those features. We’ll describe
clear examples of Enterprise Portal in action applied to familiar, important processes, and show how Web 2.0 can improve those
processes in your enterprise.
Matthew Haavisto, Oracle Corporation
T4
26648 Putting the People Back in PeopleSoft:
205A
Developing a Successful Training Program
- Tips and Tricks
Employee has been hired, now what? Do you rely on HR to do the orientation as well as all needed PeopleSoft training? Does
someone in HR have all of the expertise of the functional team leads? Is training just another formality in the hiring process? Do our
new users on campus really need a training class or can they get by with individualized training? These are some questions you may
have asked yourself regarding hiring and training new employees. We can help you resolve these concerns.
Melissa Borchardt, University of Oklahoma Health Sciences Center
T4
26249 Productive Day One: UPK and Tutor Working
205B
Together
- Oracle Vision
Be Productive from Day 1 with Oracle Tutor and Oracle UPK. Well-trained users are key to any successful applications implementation
or upgrade, and to the ongoing use of your applications. Join this session to learn how to build a well-trained user community and
achieve the desired productivity from Day One of your project. Additionally, we’ll show you how process documentation created
throughout the implementation project can be leveraged for end-user training.
T4
26303 Enhance your PeopleSoft Document Viewing
Vendor - Vendor
N/A
210D
Smart Document Lifecycle Viewer uses the latest PeopleSoft technology to present users with graphically rich icons that show the
current status of any PeopleSoft document (i.e. Requisitions, PO’s, Vouchers, Journals, etc.) as well as quick links to any related
supporting documents. Increase everyone’s productivity by reducing clicks. The Viewer can be used with any PeopleSoft 8.x release
that is on PeopleTools 8.48 or greater and is highly configurable to fit any organization’s requirements.
Cathleen Valdesere, Smart ERP Solutions, Inc.
Raghu Yelluru, Smart ERP Solutions, Inc.
T5
26743 Supporting Advisors, Improving Service to
303A
Students
Study
The advising function on university campuses is complex. The California State University has a new component that helps advisors
initiate and track changes and exception requests without knowing the intricacies of Academic Advising rules. The system also keeps
all players - including the student - informed of the status of requests. It allows advisors to keep records online of advising sessions
and communicate information to students through email and notices on the Degree Progress Report.
Jamuna P Dinnepati, California State University System-Wide
77
Sessions by Time
Time No.
T5
Title
Track/Session
Ver
Room
26657 We’d Be Up A Creek Without an OAR (Original
8.9
303C
Application Repository): BGSU Custom
Application Solution
Over 95% of graduate applications are received online, with approximately 75% received for undergraduate admission. Without a
delivered PeopleSoft online application or suspense area for online applications, BGSU developed a custom solution using realtime technology tools for admissions. This solution provides strong and flexible functionality for different application centers at the
university.
The custom graduate and undergraduate admission applications interface, in real time, with People
Cecilia Castellano, Bowling Green State University
Patrick Dworning, Io Consulting, Inc.
Pat Dworning, Bowling Green State University
T5
26304 Online Admissions Application Solution-Marriage Admissions - Tips and Tricks 8.9
304B
of a 3rd Party Vendor and a custom PS Load
Routine
Madison Area Technical College had a need to develop an Admissions online application and data load routine. After a lengthy
process to identify a web application and trials in getting the application data loaded, MATC has finalized their solution. Come visit
our session to hear about our success and the steps taken to reach our final goal.
Peri Mills, Madison Area Technical College
T5
26809 Oracle Panel Discussion - Understanding Position Budgeting - Case Study
Budgeting and Department Budgets within HCM
Q&A Roundtable with Oracle on position budgeting and department budgets within HCM
8.9
202A
Naomi Dorsch, Oracle Corporation
T5
26406 We Need Your Cell Phone Number!
303B
Study
Northwestern University requires that students identify a phone number (hopefully a cell number) where we can reach them in the
event of a campus emergency before registering. Using a combination of custom & delivered functions & pages, we designed a sleek
new process by which students can quickly update & verify this information in one place from their student center. Students love that
their registration hold is removed immediately, & we’re confident we can reach them in an emergency.
Jaci Rivera, Northwestern University
Lucy (or wanwan) He, Northwestern University
T5
26436 Future of Search/Match and Data Management
Campus Community - Oracle 9.0
303D
Application
In this session, you will learn how Oracle’s PeopleSoft campus solutions help improve data management by integrating with a data
hub such as Oracle Universal Content Management. You will see how the current search/match functionality has been expanded to
allow searching against the data hub, therefore allowing you to avoid creating duplicate IDs in your environment.
Marjolaine Fontaine, Oracle Corporation
T5
26604 Using the initiative structure to track campaign
208A
fundraising efforts against goals
Study
Penn is using the initiative structure to track fundraising activity and fundraising results agaings stated goals. Linking solicitation
actions to the campaign initiative structure and the designation structure enables a reporting model that can track dollars raised
against goals but also anticipated gifts in the solicitation pipeline.
Anne Marie Del Rossi, University of Pennsylvania
T5
26828 CRM for HR, IT, and Student Help Desks
CRM - Oracle Vision
9.0
207D
Constituents have questions and they come to your organization for answers. Whether they be employees’ questions about benefits,
payroll, IT or facilities issues or students questions about enrollment, financial aid or general inquries, your constituents will expect
you to deliver on their expectations for speedy, competent and friendly service.
Valerie Haas, Oracle Corporation
T5
26029 Bolt-On Advising in CRM
CRM - Case Study
8.9
209A
UCF had, in the past, utilized various methods and third party applications to track and report on advising sessions and the performance
of its advisors. A bolt-on was built in our CRM environment to unify these business processes.
Matthew Tucker, University of Central Florida
78
Sessions by Time
Time No.
T5
Title
Track/Session
Ver
Room
26253 “Key Tools for Successful Communications
Federal Users Network - Tips N/A
213C
During Change”
and Tricks
Last year we implemented PeopleSoft Financials. This implementation replaced several legacy systems and business processes
throughout the Agency.
In order to prepare the workforce for such a vast change, a communications plan was created and executed by the Change
Management team. During this process, the team used several techniques, tools, and forums that proved successful. In addition,
there were a lot of “lessons learned” from the implementation regarding communication, and workforce
Bridgett Dailey, National Security Agency
Sandra Nimmo, National Security Agency
T5
26110 FA Birds of a Feather #1
N/A
304A
Discussion
Meet other Financial Aid professionals to discuss topics of interest regarding the Financial Aid PAG, the Financial Aid community, and
the Financial Aid module of the Oracle/PeopleSoft’s Campus Solutions.
Tom Johnson, Duke University
T5
26311 Using the PS tables to find what you want
9.0
207C
Tricks
Ever wonder who has access to particular page? Or what Permission Lists give certain access? How about all the pages and records
where a certain field is used? This session will help you navigate the PS tables and give you the information you need to create the
queries that will answer your every question.
Larry Roux, Syracuse University
T5
26727 Implementing the Student Administration
209B
Integration Pack: An Early Adopter’s Story
With the release of the SAIP, Oracle now provides an out of the box, standards-based product that integrates the courses, enrollments,
people and grades in Student Administration 9.0 to other academic solutions. As the Early Adopter of the SAIP, the University of
Michigan will share insight, tips and challenges in implementing and running this new product. Oracle SAIP development staff will be
on hand to answer questions and talk about the roadmap going forward.
Jeanne Horvath, University of Michigan
Liz Salley, University of Michigan
Cary Brown, Oracle Corporation
T5
26768 My ASU – A whole Student Experience – not just General Interest - Case Study 8.9
210B
an ERP system.
Learn how Arizona State University turned the implementation of Oracle/PeopleSoft into a whole new level of the student web
experience. Having a new ERP system of Oracle/PeopleSoft gave us the power and ability to go beyond the delivered student center
and other functionality to create a truly ASU experience for our students and faculty. We will show you how we leveraged the data in
PeopleSoft and the ability to provide deep links into the system to create a unique user friendly experience.
Leah Lommel, Arizona State University
Jason Harper, Arizona State University
T5
26800 Managing Month End & Year End Close-How is
N/A
201A
Cash vs. Accrual Reporting handled?
Discussion
Come meet with some other universities to hear how they manage month end and year end close, and how having to report at cash
basis may affect this process.
Russell Fleming, University of Michigan
T5
26138 Delivering mission-critical Grants Pre & Post
201C
Award data in two approaches
Oracle Application
The Dana-Farber Cancer Institute and The University of Utah are enhancing the way their users interact with Grants data. DFCI
centralized its Post-Award Project & KK data giving users a quick snapshot of a project budget lifecycle by drilling from expense
account summary amounts to detail transaction info. The U of U is working across all research areas to create a one-stop Research
Portal using real-time interactive reporting & drill-down for college, department, and investigator information.
James Collins, Dana-Farber Cancer Institute
Jeremy Uffens, University of Utah
79
Sessions by Time
Time No.
T5
Title
Track/Session
Ver
Room
26751 Over the Limit Transaction processing in
201D
Contracts (CA_Limits)
Tips and Tricks
University of California San Francisco has implemented Research Administration System (RAS) that is made up of Contracts, Billing,
Receivables, Grants and Projects module.
This session will cover quick overview of CA_Limits and how it changed from 8.4 to 9.0. We will also talk about challenges we faced
and how we resolved them.
Pratap Madgula, University of California at San Francisco
T5
26827 Birds of a Feather - HCM Idea Exchange
HRMS - Panel Discussion
N/A
207B
This session provides an opportunity for users of HCM to exchange ideas, share information and network with each other. What
innovative ways have you used PS/HCM applications to add value to your institution? Have you implemented any of the new features
of PeopleTools to improve processes in your organization? Using PeopleTools, have you built any modules to address major HRMS
related functions that were not delivered by Oracle? What is your future strategy for utilizing HCM applications?
Denise Stegall, University of Michigan
T5
26584 What “To-Do” – Course Requirements Checklist
8.9
ARL
Checklists empower the student to monitor what they need for successful completion of a program using the Student Center. These
checklists do not replace Academic Advising but identify specific course requirements and due dates on the To-Do list. The checklists
can also be used administratively to ensure the right numbers of sections are available to satisfy the agreements.
Susie Hansen, Grand Rapids Community College
Jody Graves, Grand Rapids Community College
T5
26782 Sun Devil Tracking – Avoid Elective Land Mines
8.9
ARL
Tired of spending countless hours telling students what course to take and when to take it? Wish you had more time to focus on
the key advisement issues? Arizona State University created tools for both advisors and students to view student progress towards
graduation. The advisor tool is a PeopleSoft bolt-on that quickly shows the advisor if a student has successfully completed key critical
courses necessary to continue in the major.
Barbara Sowden, Arizona State University
Kristian Borkman, Arizona State University
T5
26417 Oracle eBusiness Suite PAG - Panel Discussion
206A
on Implementing/Upgrading to EBS Release 12
Panel Discussion
Recent communications have revealed that a number of HEIs are working on Release 12 upgrade strategies or have already
upgraded, and other institutions are eager to hear of their experiences. To this end the EBS PAG members have put together a panel
for HEUG Alliance 09 for Release 12 customers to share their plans, experiences and ‘war stories’ with other Oracle customers. The
panel will comprise institutions who have either started planning for their R12 upgrade or have already upgraded.
Janene Kalb, Johns Hopkins University - Applied Physics Lab
John Townsend, Liverpool John Moores University
T5
26772 Working the Flow from 8.4 to 9.0
Creating and understanding the new workflow for PeopleSoft v.9.0
Procurement to Pay - Tips
and Tricks
9.0
201B
Stephany Fall, Florida A&M University
T5
26649 Project Management: It’s a Dirty Job, but
N/A
208B
Somebody Has to Do It!
Managing a project certainly has its ups and downs and can get messy at times. Despite difficulties, maintaining key project
management principles is critical to a successful project. Have you ever started a project with full support of adhering to project
management methodologies, but once underway start hearing: ‘there’s not enough time to…’;‘we don’t need.; ‘we can do that later’.
What to do? This session covers key ingredients of project management that should be maintained on every project.
Sandy Mryncza, Towson University
T5
26235 Prioritizing Improvements in Process and
N/A
210C
Systems in Lean Economic Times
Cycle - Case Study
In light of recent budget cuts and re-prioritized activities, Georgia Institute of Technology has reviewed its roadmap to meet business
needs. In this session, Georgia Tech will share their methodology, execution process, and lessons learned for prioritizing system and
process improvements.
Sandy Simpson, Georgia Institute of Technology
80
Sessions by Time
Time No.
T5
Title
Track/Session
Ver
Room
26635 Organizational Change Management: Helping
8.9
211A
a Successful Project Become a Successful
Implementation
In this presentation, we will discuss the importance and utility of Organizational Change Management (OCM) for major enterprise
software projects at the City of Albuquerque. Specific attention will be paid to OCM tools, timing and tasks necessary to help ensure
Go Live is viewed as a success at Go Live and after. We will also discuss how OCM interacts with Project Management and the risks
and impacts when OCM is ignored or not fully supported.
Brian Osterloh, City of Albuquerque
Dr. Chelle Stringer, SkyBridge Global
T5
26835 Public Sector Managing Grants & Funding Birds Public Sector - Panel
N/A
211B
of a Feather: Session 2 Grants Round Table
Discussion
Several Public Sector customers & Oracle are collaborating to provide an engaging discussion of how to use PeopleSoft Grants,
Project Costing, Contracts, and other Financials applications and features to manage, report, and monitor grants and funding.
Examples of how organizations are effectively using the applications, as well as lessons learned (“Do’s and “Don’ts”), will be covered.
Christine Dennehy, City of Boston
T5
26314 PeopleSoft Campus Solution Warehouse –
Reporting - Oracle
9.0
212A
Evolution of Analytics for the Academic Enterprise Application
Oracle Campus Solution Warehouse keeps evolving based on the dynamic changes and requirements of the Industry. More content,
more analytics, more Customers using our solution. If you are interested in hearing about Oracle vision for this solution and want to
get information about what is new and what is coming, don’t miss this session!.
T5
26681 Jumping The Reporting Hurdle
Reporting - Oracle
8.0
213D
Application
Bowie State University has been using PeopleSoft since 2001. However the lack of a standard reporting system has always made the
implementation seem incomplete. This presentation will demonstrate how BSU is meeting the reporting needs of its financial system
users through the iStrategy HigherEd Analytics Suite. The presentation will also explain the process for defining and addressing the
reporting needs of the various users including power users, departmental users, and executive level users.
Wayne Felder, Bowie State University
Margo Ray-Mungin, Bowie State University
T5
26742 Security Reengineering: Automating Security
8.9
207A
Request, Approval and Update
Study
Cut your security workload in half by automating the request, review, approve and setup within Financials! See how the University of
Central Florida (UCF) automated security requests for Financials by creating a bolt on that allows Deans and Department Heads or
their representatives to request user roles by department. Security, user preferences and workflow are automatically updated after
workflow approval and verification of training. The security database is used to route ePro workflow.
Elena Wilson, University of Central Florida
Varsha Das, University of Central Florida
T5
26377 Prior Year Charges - Getting the $ From Here to
213A
There
Tricks
Recent changes to financial aid regulations have had an impact on how FA monies can be applied to outstanding charges in other
terms. The University at Albany has developed a customization that identifies accounts where money needs to be moved and also
creates an external file that semi-automates the necessary transactions.
Karen LaRocque, University at Albany
Jane Kadish, University at Albany
T5
26522 Happily Ever After: How We Slayed the Student
304C
Refund Dragon Using Payroll in CS9
Tricks
OUHSC will present tips and tricks on student refunding using payroll in CS9. This presentation will address the batch refunding
process. We will identify the steps used to successfully navigate the payroll refunding process and reports used so only eligible
refunds are interfaced into payroll. Additionally, we will review the setup and the updates done via an SQR to eliminate refunding
errors. This is the biggest hurdle we faced during our upgrade from PS8 to CS9. From Dopey....to Happy....
Sherry Glover, University of Oklahoma Health Sciences Center
Travis Halley, University of Oklahoma Health Sciences Center
81
Sessions by Time
Time No.
T5
Title
Track/Session
Ver
Room
26112 Linking PeopleSoft to an Electronic Document
8.9
213B
Management System
Study
How an Electronic Document Management System was integrated with PeopleSoft at the University of Calgary. This includes
scanning, look up of the electronic student file from PeopleSoft and how to capture word documents from Peoplesoft word merges
and mass emails from Peoplesoft processes to the student file. This explores the advantages to the institution.
Jim Kallsen, University of Calgary
Don Barker, University of Calgary
T5
26825 Student Records Birds of a Feather - Part II
A continuation of the Birds of a Feather discussion.
Student Records - Panel
Discussion
N/A
304D
Lisa Emery, University of Michigan
Stacy Storrs, University of Connecticut
T5
26535 LDAP Target Connecter: Undocumented
8.9
203B
PeopleSoft Enterprise Service Exposed
PeopleSoft Enterprise System Integration Broker includes a target connector used to communicate with LDAP directories. This
presentation demonstrates how to use this undocumented target connector to perform real time updates of external directories from
PeopleCode using synchronous messaging. It includes a source for a custom Helper Application Package to simplify publishing the
updates.
Michael Anderson, University of Utah
Corey Pedersen, University of Utah
T5
26756 eReconciliation at U of M--A Complex and Creative Technical - Case Study
8.8
204A
PeopleTools Development Solution
Learn about the University of Michigan’s Financial eReconciliation application built entirely within, and often times despite of,
PeopleTools. We’ll review the development challenges encountered and ultimate solutions to satisfy all of the requirements of the
multi module, multi-Financial transaction, fully integrated application.
Brandy Wood, University of Michigan
T5
26374 PeopleTools - An Oracle Strategy Panel
9.0
204B
Discussion
Attend this session to hear what is on the minds of the PeopleTools development team. You will be able to ask your PeopleTools
questions directly to the PeopleTools development team.
T5
26342 Debugging Integration Broker Issues
9.0
204C
There are many reasons that can cause integration broker messaging to fail. In this session I will use Integration Broker messages
between CS and CRM as examples and cover what configuration/setup and securities are required and how to debug when integration
broker messages run unsuccessfully.
Ruth Chen, University of Texas at Arlington
Keith Halman, University of Texas at Arlington
T5
26035 XML Transcripts: How to Make Them Work for You Technical - Tips and Tricks
9.0
206B
Hear the University at Albany’s success story about how they implemented XML transcripts in CS9.0 with minimal customizations.
Mary Miller, University at Albany
Meg Fryling, University at Albany
T5
26502 From Grumpy to Happy: Helping Faculty and Staff Training & End User Support 8.9
205A
Get Onboard
- Case Study
As a trainer, do you hear negative comments from faculty and staff about the new technological changes at your campus? Do you
feel your training sessions may not be enough to help get faculty and staff onboard with these changes at your institution? This
presentation will outline initiatives the training team at the University of Calgary undertook to complement their training to help faculty
and staff go from Grumpy to Happy with the implementation of the FSCM, HCM and SA modules on campus.
Kraig Meville, University of Calgary
82
Sessions by Time
Time No.
T5
Title
Track/Session
Ver
Room
26063 Beyond Online Help: Using UPK for Training,
205B
Documentation and Communications
- Case Study
In support of the upgrade from version 8.0 to 9.0, Princeton University used UPK to enhance the learning experience of our end users.
We used a mixed approach of printed documents and hands-on classes in addition to online learning and used UPK as an effective
communications tool. The result has been overwhelmingly positive.
Alla Ryklin, Princeton University
T5
26861 Standardizing and Streamlining System
Vendor - Vendor
N/A
210D
Integrations using Oracle Application Integration
Architecture
Smart Integration Packs allow ANY system to plug into the Oracle Application Integration Architecture making it safe and simple to
deploy new, more advanced systems without disrupting your critical business processes.
Dan White, Smart ERP Solutions, Inc.
Sreeni Muniswamy, Smart ERP Solutions, Inc.
T6
26607 Enhancements to Academic Advisement for 9.0
Academic Advisement 9.0
303A
Oracle Application
This session will provide an overview of Academic Advisements enhancements that have been delivered post G.A. for release 9.0.
David Smith, Oracle Corporation
Julia Wrench, Oracle Corporation
T6
26383 SQL for Admission Functional Users
303C
Session will cover tips and tricks using SQL for testing and troubleshooting Student Admissions’ related issues. Included in this session
are population selection, comparing data, finding key values to write equations, finding translate values, finding SQL statements in a
Cobol, finding all the tables on a page and other quick tips to aid in problem resolution or testing.
DaMonique Sampson, California State University Long Beach
T6
26588 EDI on Steroids
8.9
304B
At Seminole Community College, we have automated the EDI process via SPEEDE to relieve the Registrar’s office staff from the
tasks of tracking and manually loading transcripts, as well as the creating and posting of the transfer course credit model. These
enhancements allowed us to achieve significant reductions in the transcript evaluation process. Our staff reduced their evaluation
time by 90%, from 30 minutes per transcript to 3 minutes. We will explain our complete EDI transcript process.
Barbara Entwistle, Seminole Community College
T6
26107 SMU’s Use of the Oracle EPM Budgeting
Application
An overview of SMU’s use of the EPM Budgeting application.
Budgeting - Oracle
Application
8.9
202B
Ernest Barry, Southern Methodist University
T6
26042 Campus Community-Birds of a Feather
303D
Discussion
The Campus Community Product Advisory Group (PAG) and Oracle representatives will conduct this informal Q&A. We will provide a
summary of PAG activities over the past year and plans for the coming year, after which we will open the floor to your questions and
suggestions. Come take advantage of the opportunity to meet your CC PAG, speak directly to Oracle strategists and developers, and
help shape our PAG priorities for the coming year.
Todd Neal, Indiana University
T6
26187 Receiving and Processing Donations Costing
208A
more than the Donations Themselves?
Study
Leveraging Oracle’s infrastructure and complementing it with other technologies to enhance gift processing in CR. From incoming
mail to gift entry to receipt printing, Oracle provides a flexible foundation to greatly improve productivity in gift handling. This is our
story...
Tim McLaurin, Moody Bible Institute
83
Sessions by Time
Time No.
T6
Title
Track/Session
Ver
Room
26618 Implementing CRM for Student Support
CRM - Case Study
9.0
209A
The presentation will discuss Ryerson University’s experience implementing PeopleSoft CRM to manage student support issues.
The project is in its initial stages but when complete, CRM will be used to manage University wide support processes so that student
issues are managed to resolution no matter where the first point of contact is and where the problem is finally resolved.
Stephen Hawkins, Ryerson University
T6
26234 The physics of change and how to mitigate the
Federal Users Network - Tips N/A
208B
effects
and Tricks
Most models of organization change are over 100 years old; they were born in an age where environments were stable or at least
predictable. As a result, we’ve been designing organizations and change processes with implicit assumptions that organizations
should be predictable, stable, and in equilibrium. Today’s dynamic organizations insist on new models. In this session we will explore
many different models that allow an organization to be built for change now and in the future.
Brent Oberholtzer, Treasury Department - Departmental Office
T6
26111 FA Birds of a Feather #2
N/A
304A
Discussion
Continuation of FA Birds of a Feather #1: Meet other Financial Aid professionals to discuss topics of interest regarding the Financial
Aid PAG, the Financial Aid community, and the Financial Aid module of the Oracle/PeopleSoft’s Campus Solutions.
Laurie Schiavone, Virginia Community College System
T6
26210 Strategies for A Successful Performance
9.x
209B
Management Implementation
Tricks
In this session you will learn how organizations implemented and achieved key results from their performance management system.
See what strategies and best practices you can apply to resolve performance concerns, optimize the implementation processes and
improve the operations of your institution.
Andreea Vasiliu, Oracle Corporation
T6
26557 Demystifying Financial Statements - How to Build General Interest - Oracle
a Financial Statement Application in Planning
Application
Demystifying Financial Statements - How to Build a Financial Statement Application in Planning
9.x
210A
William Tavernia, New York University
Andrew Walsh, New York University
T6
26194 Institutional Research Case Study: Clemson
General Interest - Case Study N/A
Enrollment Model - Forecasting Enrollment and
Retention
Clemson used Crystal Ball to forecast enrollment and retention numbers in a complex enrollment model.
210B
Michael Franden, Oracle Corporation
Karl Luce, Oracle Crystal Ball GBU
Catherine Watt, Clemson University
T6
26140 The Magnificent 7 - Straightforward Reports for
General Ledger - Tips and
8.8
201A
your Department Users
Tricks
We have rolled out a mixture of delivered and custom reports that provide our department users with all the reconciliation and analysis
tools they need. The department user can see at a glance their budget balance after expenditures/encumbrance, their transactional
level detail for expenditures, encumbrances, budgets and journals, their procurement card activities and their Purchase Order Line
activity for any accounting period.
Beth Pease, James Madison University
T6
26192 An Innovation approach to managing Investment General Ledger - Case Study 9.0
202A
Income using delivered PeopleSoft Functionality
In this session, you will hear presenters from Emory; serving a diverse campus and multiple healthcare facilities, discuss how to manage
investments, income spread, and reporting using statistical accounts and innovative approach to cash management and allocations.
David Giles, Emory University
Fay Greenholtz, CedarCrestone
Merkell, Cliff, CedarCrestone
Alderman, Debye, Emory University
Cain, Larry, Emory
84
Sessions by Time
Time No.
Title
Track/Session
Ver
T6
Panel Discussion
Discussion of the Grants, Contracts, & Billing PAG’s activities and updates on current issues
26641 Birds of a Feather 2
Room
201C
Pam Hurdelbrink, North Dakota University System
T6
26246 Contingent Worker Access VS POI
8.9
207B
After many years of using a work around to allow term, casual & seconded workers access to our non Peoplesoft systems (ie Email
& Network) over the summer months we decided to implement contingent worker access. This allows us to extend service to nonemployee requests for system access and at the same time provides an enhanced control & tracking capability.
Kathy Hunt, Nova Scotia Community College
T6
26597 PeopleSoft Compensation
N/A
207C
Effective tools in the compensation space can add significant return on investment either through greater administrative efficiency
or through effective management or optimization of the significant investment in compensation. This session will focus on where
compensation is and where compensation is going and the tools PeopleSoft currently and will provide.
T6
26133 Collecting Time at The University of Michigan
HRMS - Case Study
9.0
207D
including Punchtime
This presentation will show how the University of Michigan uses the following 4 methods to capture time for the PeopleSoft Time
& Labor module: Self Service, Direct Time Entry, Interface Time and Punch Time. This presentation will also highlight our recent
Punchtime implementation using Kaba B-Comm solutions.
Mark McManamay, University of Michigan
Melissa Kokenakes, University of Michigan
T6
26780 Accessing PeopleSoft Data from Oracle’s
8.9
ARL
Application Express
This presentation will demonstrate how Sonoma State accesses PeopleSoft data from within an Application Express application to
provide view only PeopleSoft data as needed. To make things even more “interesting”, our PeopleSoft data is not even housed in the
same data center as the Oracle database on which our local applications reside. The end user is not required to login to PeopleSoft,
and the data is always current.
Sue Bennett, Sonoma State University
T6
26529 Using Integration Broker in version 9
9.0
ARL
With version 9, integrating with external vendors is as simple as setting up Integration Broker and making a few modifications. Lean
how the University of Michigan has integrated with the National Student Clearing House (NSC) and WorldCat.
David Perhne, University of Michigan
T6
26848 Service Enabling e-Business Suite: Best Practices Oracle E-Business Suite & Case Study
Case Study
SOA can help extend e-Business Suite application using a standards based approach.
11.5.10
206A
In this session, you will hear how Oracle e-business Suite can be service enabled using Oracle SOA Suite, how other customers are
customizing their e-Business Suite and what benefits they are realizing. You will also hear first hand from West Virginia University
how it revamped its leave request management system by building a composite SOA application on top of e-Business Suite using
Oracle SOA Suite.
Kate Hazen, West Virginia University
Harish Gaur, Oracle Corporation
T6
26787 Oracle E-Business Suite Financials Release 12
206B
Overview and Update
Oracle Application
Organizations today are focusing more on standardization and centralization, driving toward best practices and simplification,
ultimately resulting in lower costs. Attend this session to hear why you should be considering an upgrade to Oracle E-Business Suite
Financials Release 12 to drive down costs in your own organization. The business value of the new financials architecture as well as
customer successes with Oracle E-Business Suite Financials Release 12 will be discussed.
Annette Melatti, Oracle Corporation
85
Sessions by Time
Time No.
T6
Title
Track/Session
Ver
Room
26855 Control Costs and Enforce Travel Policies : A
201B
Deeper Look at PeopleSoft Enterprise Expenses Vision
Travel and expenses represent a major source of spending for many organizations. Learn how your organization can take advantage
of PeopleSoft Expenses to streamline employee spending and reimbursement processes. Some of the capabilities include credit
card feed , audit, Travel integration and robust work flow. During this session we will also cover the best practices for the travel and
expenses business process.
Frederic Portal, Oracle Corporation
T6
26250 Jump-Start Your Upgrade or Implementation with Project Management & Life
N/A
210C
Oracle User Productivity Kit Content
Cycle - Oracle Application
Learn about Oracle User Productivity Kit, a collaborative content development platform that drives end-user and project team
productivity throughout all phases of the software ownership lifecycle, in this session. Oracle User Productivity Kit’s prebuilt
application-specific content provides significant additional benefit beyond the Oracle User Productivity Kit developer for enterprises
deploying software from any of the Oracle application product lines.
T6
26493 Public Sector Birds of a Feather
N/A
211A
Tricks
Join your Public Sector colleagues to discuss common issues, hear Oracle’s yearly Public Sector update, ask questions of Oracle
representatives and network with your peers. Moderated by the PSUG Board.
Kiely Keane-Alt, San Diego County Water Authority
T6
26198 EPM Panel
Panel discussion of EPM - presenters from Universities in various stages of implementation.
212A
Elaine Seidel UML,Bob Wickam FSU, Kendal Burkhart ASU(additional panelists TBNL)
Elaine Seidel, University of Massachusetts Lowell
T6
26714 Challenges and Rewards of driving OBIEE
9.0
213C
standards
Discover how Florida State University’s approach has revolutionized the way we think of BI standards today by exploring change
management processes, disaster recovery techniques, and development standards.
Reggie Gentle, Florida State University
T6
26180 IR Birds of a Feather
Reporting - Oracle
N/A
213D
Application
As institutional researchers, we are often considered data managers or data warehouse experts. We extract data, transform it,
crunch it, massage it, verify it, package it, distribute it, even create it! ….. in short, data is our life. More and more these days, data
warehouses are becoming both the sources and destinations of data produced by IR shops everywhere, and the distribution points
for campus reporting. In this birds-of-a-feather session, we will share and learn from each others’ expert
Jim Doran, University of Alberta
T6
26037 Understanding PeopleSoft Security one layer at a Security & Audit - Tips and
8.9
207A
time…
Tricks
In this presentation we will examine the various layers of security and provide insights on how we maintain our security structure.
We will examine various strategies for security deployment, day to day security maintenance, enhancements and the extraordinary
situations we have encountered. Be prepared to talk about Row level security, Query Security, Public Access, Application Designer,
Definition Security, Personalization and POI Security.
Kamyar Marashi, San Francisco State University
Andy Cho, San Francisco State University
T6
26562 Birds of a Feather Part #2 of 2
N/A
304C
Discussion
Meet the Student Financials Product Advisory Group (PAG) and Oracle staff from Strategy and Development and your SF peers.
We will provide a brief summary of PAG activities over the past year and our future goals. Participate in an informal discussion of SF
issues and share your needs/questions/sage advice with the rest of the group. Take advantage of this opportunity to meet your PAG,
speak directly to Oracle and help shape the PAG priorities for the coming year.
Renee Picton, University of Newcastle
86
Sessions by Time
Time No.
T6
Title
Track/Session
Ver
Room
26222 ICal formatted Class and Final Exam Schedules
8.9
213B
for Students and Faculty
Application
A bolt-on application was developed to allow students and faculty to select a term from a page (in the case of class schedule) and
then have Peoplecode launch the appropriate SQR to generate an ICal formatted class schedule or final exam schedule file that the
SQR emails to the requestor. The ICal file can be used in a variety of electronic calendaring tools.
Elizabeth Ebacher, University of Massachusetts-Amherst
T6
26267 Gradebook - How It Works For Us
8.9
Study
A case study of how the University of Derby assessed the Vanilla limitations of Gradebook. How we then:
303B
• adapted it to fit our processes and academic regulations
• obtained academic buy-in to move from secretarial input to taking responsibility themselves
• provided students with earlier and more transparent results
Val Pickard, University of Derby
T6
26731 Academic Status Reports: Providing Feedback to Student Records - Case
8.9
304D
Students Early and Often
Study
Come see how instructors at Arizona State University use the academic status report to provide students with frequent feedback
on their class performance. A possible supplement or alternative to mid-term grading, academic status reports are submitted by
instructors through the Faculty Center and viewed by students through Self-Service. We’ll cover why ASU chose this alternative to
mid-term grading and the setup/functionality of both the Faculty Center and student Self Service pages.
Kristian Borkman, Arizona State University
T6
26382 HELP! I’ve Fallen Under My Data and I Can’t Get Technical - Case Study
8.9
201D
Up!
The Virginia Community College System (VCCS) consists of 23 institutions, managing approximately 450,000 enrollments a year.
Serving the educational needs of Virginia for more than 40 years, student and alumni records have grown exponentially over time.
While records retention policies require the VCCS to retain much of this data indefinitely, they needed to do so with a finite hardware
budget. Learn how the VCCS leveraged database archiving to manage the continued growth and improve performance
Linda Silver, Virginia Community College System
Doris Manahan, IBM Information Management
T6
26461 UCF’s Transition of a Multi-Application Integration Technical - Case Study
8.9
203B
Broker Architecture to Tools 8.48+
Before Tools 8.48 UCF had 3 interconnected IB setups on 3 different tools versions. We will discuss how the Integration changes in Tools
8.48 forced us to reassess our IB structure, how we determined and tested various solutions to the challenges 8.48 presented, what
conversions have been completed and how they went, ongoing challenges and the current state of the UCF integration broker system.
Tad Simmons, University of Central Florida
T6
26351 Oracle Business Intelligence Enterprise Edition
N/A
204A
(OBIEE) - Under the Hood...
This presentation is a case study of Florida State University’s implementation of Oracle Business Intelligence Enterprise Edition
(OBIEE), with a focus on the technology aspects of the product suite. We will give a high-level overview of the OBIEE architecture,
how it was integrated with our pre-existing PeopleSoft application suites, a review of the issues encountered in our implementation,
and a list of lessons learned/recommendations for other customers looking to similar implementations.
Charles Kemeny, Florida State University
T6
26413 Peopletools 8.50 Primer for Campus Solutions
Technical - Oracle
N/A
204B
Application
This session will give you a preview of new features in PeopleTools 8.50 and how these new features will be adopted in Campus
Solutions Release 9.1.
Mario Constantino, Oracle Corporation
87
Sessions by Time
Time No.
T6
Title
Track/Session
Ver
Room
26615 Tech Tips Your Mother Would Love
8.9
204C
Using examples from development we’ve done at ASU, we’ll explore our App Designer, PeopleCode, and SQL approaches to: (1) A
user-maintained table which drives the display, edit-ability, and inferred value source table for Job Data fields based on field values
and user roles. (2) A dynamic double column (newspaper) presentation of a pick-list. (3) If time permits, a single page comparison of
before/after table values for approving proposed data changes.
Roger Davies, Arizona State University
T6
26909 Meet the Experts - Birds of a Feather: Get
9.0
Ball E
Answers to your PeopleSoft Tech and Security
Questions
This is an un-conference-style session with Oracle/PeopleSoft strategy. Instead of more PowerPoint presentations, this session will
give conference attendees a chance to ask questions in an informal small group setting. Feel free to drop by during the hour and
join in the conversation.
Kristal Jackson, University of Central Florida
T6
26638 Student Advisor Training Steps and Missteps
205A
- Tips and Tricks
At the University of Minnesota, many hands in the Student Advisor page resulted in inconsistent updates, inaccurate advising reports
and students unsure of their advisor.
Learn some tips, minor modifications and missteps to avoid that can help make your Student Advisor page updates work in a more
consistent manner.
T6
26327 The P2P Posse and Implementation of Procure to Training & End User Support 9.0
205B
Pay at UCSF
- Oracle Application
This presentation focuses on U of CA at San Francisco’s P2P Posse - comprised of PMO analysts, Customer Support Analysts,
and Application functional analysts, and how the posse’s approach was critical to reaching the end users during the implementation
rollout. We will talk about the components the posse developed, implemented, and staffed in a variety of outreach methods to help
“corral” the new users for the Procure to Pay rollout and “wrangle” any issues into the dust.
Linda Lenox, University of California at San Francisco
Dee-Ann Yup, University of California at San Francisco
T6
26921 Smart UI for PeopleSoft
Vendor - Vendor
N/A
210D
Smart UI for PeopleSoft is a unique solution that completely transforms the User Interface for PeopleSoft pages. No longer are
you limited to what you can do on a PeopleSoft Internet Architecture page! Even many self-service PeopleSoft pages, are not
overly intuitive and can require considerable user training to be effective. Smart UI leverages the modern, powerful, user interface
technology of Adobe Flex to deliver dazzling easy-to-use self-service transactions. See it to believe it!
Dan White, Smart ERP Solutions, Inc.
Ramesh Panchagnula, Smart ERP Solutions, Inc.
T6
26806 Canadian Customizations for PeopleSoft Campus Vendor - Vendor
9.0
213A
Solutions
The presentation will discuss customizations/bolt-ons to the delivered application and will shed light on items such as OCAS, TPHi
scheduler interface, Student Centre customizations, Tax form generation and Reporting.
Sheraz Batta, Deloitte
WEDNESDAY 08:30 AM–09:30 AM
W1 26159 PeopleSoft/Oracle Public Sector User Group
Public Sector - Panel
N/A
211A
Meeting
Discussion
At this interactive session, the Public Sector Board, Oracle Representatives and Public Sector Product Advisory Group Liaisons will
offer updates on new Board election results, work undertaken and completed during the prior year, and the agenda for the coming
year. Come meet your peers for painless networking. Food and refreshments will be provided by Oracle.
Donald Jenkins, Jefferson County Public Schools
88
Sessions by Time
Time No.
W1
Title
Track/Session
Ver
Room
26899 Federal Users Annual Meeting
Annual meeting of Federal Users members
Special Sessions - Vendor
N/A
208B
26895 HEUG Members Annual Meeting
Annual meeting for all HEUG members
Special Sessions - Vendor
N/A
Ball B-C
Terry Hannan, Treasury Department - Departmental Office
W1
Teresa Henson, University of Oklahoma Health Sciences Center
WEDNESDAY 09:50 AM–10:50 AM
W2 26261 Debugging Academic Advisement Issues
303A
and Tricks
Academic Advisement errors and issues do not lend themselves to the typical debugging processes. This session will focus on
methods for debugging different types of Advisement problems, what to look for when common error messages are returned, and
steps users should take before submitting a case to Global Support.
Lucy Rodriguez, Oracle Corporation
W2
26546 Bringing Order to the Organization Table
8.9
303C
This is a look into a customization developed by The California State University system to update and add new high school and
college data in mass to the Organization Table. This customization was designed to aid in the review, update and posting of high
school and college data into the Organizations tables. We have also tied this process to a custom process to replace Org IDs in the
SA modules.
Enoch Woo, California State University System-Wide
W2
26582 Who, What, When, and Where Are Your
Budgeting - Case Study
8.9
201D
Employees?
Seminole Community College now has one location for our Budgeting staff to review employees, and we know WHO they and their
supervisors are, WHAT their positions and statuses are, WHEN changes to their funding sources occur, and WHERE they fall in the
organizational chart. We now have all our employees in one place even though they are assigned to various departments, divisions,
and sites. All of this can be found in our online staffing table created in our PS HRMS 8.9 environment.
Leroy Bottomley, Seminole Community College
W2
26229 Strategic Long-range Planning in Higher Ed Using Budgeting - Case Study
9.x
202B
Oracle’s Hyperion Strategic Finance
Learn how Stanford University is leveraging Oracle’s Hyperion Strategic Finance tool to develop long-range financial models for the
University and schools/departments.
Andrew Harker, Stanford University
Andrew Starks, Meridian Consulting International
W2
26513 Co Curricular Profile supporting Student
303B
Leadership Strategic Initiative At Gettysburg
Study
College
Learn how Gettysburg College Student Leadership initiative is supported by existing/customized functionality of Campus Community,
with pieces of Registrar, Student Financials and HR modules to create a self-service generated comprehensive Co Curricular Profile,
consisting of extracurricular activities, Athletic/Greek, student employment, service learning and off-campus successes. The tracking
and compilation of data produces a transcript-like report and resume for students and KPIs for VP/staff.
Steve Lewis, Gettysburg College
Keira Kant, Gettysburg College
Sam Williamson, CedarCrestone
89
Sessions by Time
Time No.
W2
Title
Track/Session
Ver
Room
26307 Delete Communications and Checklists-A
Campus Community - Tips
8.9
303D
Technical Solution From a Functional Users
and Tricks
Perspective
Madison Area Technical College generates communications and checklists in mass by utilizing custom mass changes and SQR’s.
The need to delete communications and checklists followed as the mass generation produced inaccurate results. These custom
delete solutions allow for individual student communication/checklist deletes or the mass deletion of communications/checklists
based on supplied parameters. Come visit our session to hear about the functional need and the technical solution.
Peri Mills, Madison Area Technical College
W2
26053 Customized Address Preferences
Contributor Relations - Panel 8.9
208A
Discussion
18 months ago we went live with a customized address preference solution for mailings. This consists of a custom panel for entering
the preference, which is visible from the addresses screen. We have a custom lettergen which extracts the addresses. Both will
be discussed.
Tom Abrell, Gemological Institute of America
W2
26626 Student Recruitment Through Sales Force
CRM - Case Study
9.0
209A
Automation Technology – A CRM Presentation
Successful student recruitment is dependent on a school’s ability to track each and every interaction with prospective students. Sales
Force Automation (SFA) technology from the PeopleSoft CRM product suite can provide a mechanism to do just that. PeopleSoft
SFA can also be integrated with Campus Solutions to create a seamless flow of information across the ‘matriculation lifecycle’.
Moody Bible Institute, with help from Apex IT, has implemented this solution.
John Sauceda, Moody Bible Institute
bryan hinz, Apex IT
W2
26297 Part Time Financial Aid shouldn’t Be a Full Time
8.9
210D
Job
FA staff can spend all day telling part-time students what their Anticipated Aid is, particularly when students want to play the “what if I
drop this?” game when trying to juggle work & studies. At the VCCS we found the delivered Anticipated Aid doesn’t give us the tools
we need to give them the help they need. Learn how VCCS has developed a customization that enables staff to support this more
effectively & will let part-time students view their Anticipated Aid through self-service.
Dennis Pasquantino, Virginia Community College System
Laurie Schiavone, Virginia Community College System
W2
26473 Query Writing for FA Users
9.0
304A
Tricks
This session will cover: basic & advanced query writing techniques, using FA tables. Subjects to be covered include selecting tables
& fields, joining tables, ordering & sorting, grouping, effective date criteria, sub-queries, “having” criteria, and counting & summing
functions. Also covered will be: use of distinct selects, outer joins, prompts, unions, using expressions, & reading the sql statement.
Brian Robson, University of Michigan
W2
26254 Moving Beyond FA Term as We Know It
Discussion
This will be an audience discussion about integrating with Admissions & Student Records in the future.
N/A
304B
Chris Johnson, University of Kansas
W2
26585 “The Good, the Bad, and the sort of Ugly: MultiGeneral Interest - Tips and
9.0
209B
Institution in Campus Solutions”
Tricks
Join Oracle Consulting as we discuss key multi-institution setup and configuration considerations, functionality, and issues/stress
points in using Oracle’s PeopleSoft campus solutions, both for administrative users and from a student’s experience using Oracle’s
PeopleSoft Enterprise Campus Self Service. This session is for schools already using a multi-institutional structure or for schools
looking to explore the concept and includes suggested tips as well as discussion of recruiting & adm.
Katherine Rose, Oracle Corporation
Susan Garland, Oracle
Adele Davis, Oracle
Adele Davis, Oracle
90
Sessions by Time
Time No.
W2
Title
Track/Session
Ver
Room
26592 Imaging with ImageNow Across Campus General Interest - Case Study 9.0
210A
Lessons Learned from Towson University
Towson University employed ImageNow early in 2005 integrating imaging with CS8. Since then: we have expanded imaging to more
than 15 departments across campus, gone paper-less in Graduate Admissions and Financial Aid, upgraded to CS9 and implemented
FS9 with imaging. Whew! Through all of this, there has been one project manager that has become “Mr. ImageNow.” This Case Study
will review what is successful in imaging, how to implement it with PeopleSoft products and general costs and benefits.
W2
26477 It Slices – It Dices - It Juliennes – It’s iMacro!
9.0
210B
Tricks
Desperate for Population Selection but not on version 9.0 yet? Looking for an easy way to load configuration data? Need a tool to
automate patch testing? Looking for an easy way to do rudimentary load and volume testing? iMacro can do it all and more. So how
much would be willing to pay for a tool that can do all that? 19.95? 9.95? How about nothing at all? This presentation will walk you
through the many things that you can do with this free internet download to automate loads of PeopleS
Jennifer Tavano, University of Cambridge
W2
26061 Just Between the Two of Us: Streamlining your
201A
Interdepartmental Transfers Made Simple
Internal transactions within the University need to be tracked in order to comply with Financial Reporting Standards. At NC State
University these internal transactions take the form of Interdepartmental Sales, Interdepartmental Journals and Interdepartmental
Transfers. The creation and implementation of a bolt on called Interdepartmental Transactions combines strong internal controls that
utilize workflow and department level security.
Heidi Kozlowski, North Carolina State University
W2
26836 The Power of Project Costing: Pricing Engine,
201C
Accounting Rules, and More
Oracle Application
Whether for grants, capital projects, government contracting, or allocations, PeopleSoft Project Costing is at the heart of many
business processes. Learn more about the Project Costing pricing engine, accounting rules, and the ability to generate new
transactions from Project Costing to accommodate the various costing and billing needs of your institution. In this session, we will
take a detailed look at various elements of functionality behind Project Costing and Contracts.
Barry Hickson, Oracle Corporation
W2
26544 MSS: Position Management Request & Approval HRMS - Case Study
9.0
207B
Process Using Approval Workflow Engine (AWE)
The Position Request is a bolt-on module allowing request, approval, and system update for additions and changes to position data
and department budget.
Christina Kallenborn, DePaul University
W. Andy Beecham, LogicGate Consulting, LLC
Jennifer Oles, DePaul University
W2
26846 PeopleSoft Human Capital Management Vision
N/A
207C
and Road Map
In this session, learn about the PeopleSoft Human Capital Management Applications roadmap to PeopleSoft HCM 9.1 and vision
for the future. In addition to information on the upcoming releases of each of the products, you get a high-level overview of the
evolutionary path to the ultimate human capital management solution to the market.
W2
26718 Tips and Tricks for Stress-Free Upgrades/
9.0
Conversions
Tips and Tricks to simplify and minimize the stress of your current or future PeopleSoft upgrade or conversion.
ARL
Tricia Walter, Trinity College
Robert Greene, Trinity College
91
Sessions by Time
Time No.
W2
Title
Track/Session
Ver
Room
26724 Integrating PeopleSoft 9.0 Applications: Solutions Innovations - Case Study
9.0
ARL
for Academic Advising
Integrating PeopleSoft 9.0 Applications: Solutions for Academic Advising is an in-depth look at the architecture behind DePaul’s
award winning advising system. The “Advising Dashboard” is a one-stop-shop for academic advising which brings together the
Student Center and Faculty Center and provides a rich user interface. The “DPR” is an academic advisement report on steroids,
which integrates PeopleSoft’s advising panels including substitutions, waivers, and overrides.
Paul Hermany, DePaul University
W2
26856 Lessons Learned in Upgrading to Oracle
206B
E-Business Suite Financials Release 12
Tips and Tricks
Want to hear about Oracle’s Global Single Instance upgrade to Release 12? Want to find out about specific lessons learned from
the project team? Come to this session to get a detailed look at Oracle’s own upgrade to Oracle E-Business Suite Financials
Release 12.
Adam Lief, Oracle Corporation
W2
26237 Travel on a Budget: Integrating Travel & Expenses Procurement to Pay - Case
8.9
201B
with Commitment Control
Study
A discussion of how Travel Authorizations are encumbered and liquidated, the impact of Expense Reports on Commitment Control
(including closed Expense Reports), issues we have encountered, daily KK/Travel reconciliations, and year-end processing (including
Travel Authorization roll).
Nora Loyd, Florida State University
W2
26287 eProcurement: Configuring your Requisition
8.9
202A
Workflow using ChartField attributes for routing
Study
Understanding the configuration and set up of eProcurement Requisition workflow utilizing ChartField Attributes for routing.
Mary Ritzer, University of Minnesota
Michael Clements, University of Minnesota
Helen Freese, CedarCrestone
W2
26264 Implementing CS Security as Part of Your Project
Cycle - Oracle Application
Philosophy and strategy for implementing Security for Campus Solutions application.
9.0
207D
John Thompson-Haas, Oracle Corporation
Denise Goin, Oracle Corporation
W2
26292 How to Implement a Successful Upgrade to v9.0
9.0
210C
Houston Community College has just completed a successful upgrade of Campus Solutions from v8.0 to v9.0. We will show you
the upgrade steps from beginning to end that will ensure a successful upgrade. We will show how we did it with limited budget and
resources, discuss what worked for us, and the lesson learned. More importantly, we will discuss key steps in the upgrade project
that you can use over and over again.
Ron Agatep, Houston Community College
W2
26129 Dynamic Reporting for PeopleSoft Users
8.8
211B
and Techies - A new technology built using
Tricks
PeopleTools
Using PeopleTools, experience and learn how to build a dynamic reporting interface for your users that is flexible like a query, but
easy for users to use. Results will include totals and can be exported to Excel just like a query. The user can drill into and out of the
data easily from the interface.
This session will include detailed instructions and materials that will allow you to go back and build dynamic reporting for yourselves.
Mike Finch, Lane County - Oregon
W2
26376 Peoplesoft Enterprise Reporting Road Map
204B
Many organizations are exploring new demands for their enterprise data, and the line between application reporting and business
intelligence is getting fuzzy. Business intelligence (BI) systems such as Oracle Business Intelligence Applications are being deployed
to aggregate data across the enterprise, while users need to drill back to the source PeopleSoft system for transactional details.
Come to this session to learn how Oracle’s PeopleSoft system can integrate with an enterprise BI solution.
92
Sessions by Time
Time No.
W2
Title
Track/Session
Ver
Room
26732 Using Cognos for Data Requests
8.9
212A
The University of North Texas has reduced the number of Contributor Relations ad hoc requests with Cognos Query Studio. Using
Cognos Query Studio UNT was able to develop several standard output files that gave Contributor Relations end users the ability to
build their own custom reports.
Jay Maxwell, University of North Texas
Clint Shipp, University of North Texas
W2
26380 Practical Considerations for the Integration of
213D
EPM 9.0 with Campus Solutions 9.0
This presentation will highlight some of the important lessons learned while implementing the ETL process. Getting the proper data
from the source application and formatting the data for effective use with the BI reporting tool made ETL a critical area of our project.
We will be sharing lessons learned over the course of the initial phase of our project to help others save time. Topics to be covered
include missing jobs, debugging, scheduling, and customizing jobs, and error validation.
Kyle Marvin, Case Western Reserve University
W2
26188 Upgrade to 9.0: A Chance to Revamp, Retrain and Security & Audit - Tips and
Report Your Student Record Security!
Tricks
Don’t let an upgrade get you down! Take the opportunity to clean house and better secure your data!
9.0
207A
Sara Brennan, DePaul University
W2
26415 Waiver Setup and Historic Data Changes – 3 Years Student Financials - Case
8.9
213A
in…
Study
We wanted to change our payment priority because waivers for 2007 were applying to earlier years and moving payments for those
earlier years forward. Peoplebooks said, “Warning! Do not change this setting after transactions have been posted. Create a new
item type with a new charge.” We sought support from GSC. Together we established a plan of attack including SQL scripts to correct
historic data and a sequence of events for re-configuration.
SUSIE DE SA, University of Derby
W2
26220 Unleashing the Power of Pop Select for Student
304C
Financials
Tricks
By leveraging queries, files and equations, this session will highlight the following business processes: Pop Update (STDNT_CAR_
TERM , SF equation variables), Assigning/Removing Service indicators, Student Groups, and Communication Generation.
Vera Walker, Oracle Corporation
W2
26849 Migrating PeopleSoft Batch Interfaces (SQR/
8.9
203B
AppEngine) to Real Time using Oracle SOA Suite
The University of Louisville’s Peoplesoft Financials GL module has batch interfaces based on SQRs, App Engine programs and
3rd party ETL tools to external Peoplesoft and non-PeopleSoft systems. The University moved the batch interfaces to real-time
using Oracle SOA Suite and created validation and integration BPEL processes to ensure data (Chartfields) are accurate and GL
transactions from external apps use valid data.
Priscilla Hancock, University of Louisville
W2
26534 PeopleCode Enhanced Logging Using Log4j
8.9
204A
PeopleCode Enhanced Logging using log4j: This presentation shows a custom application package for enhanced logging based on
the popular log4j java utility.
Tim Richardson, University of Utah
Corey Pedersen, University of Utah
W2
26365 PeopleSoft Enterprise Upgrades and Maintenance Technical - Tips and Tricks
N/A
204C
Strategies
Are you about to upgrade your PeopleSoft application or apply maintenance? Attend this session to hear a detailed review of the
Enterprise Upgrade process as well as best practices for maintaining your system. We will be highlighting best practices, technical
challenges, helpful tips and techniques, task and step descriptions, and a discussion of recent process enhancements for upgrading
and maintaining your system.
Scott Schafer, Oracle Corporation
93
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
W2
205A
- Tips and Tricks
The University of Akron training team used the upgrade from version 8 to 9.0 as an opportunity to re-evaluate their training strategy
and ask the end-users for feedback regarding their training needs. A survey was administered and received a surprising 40%
response rate. The feedback was then used to further refine the training plan for Version 9. This presentation will share details of the
training survey and the results, in addition to providing information on the revised training plan.
26039 Developing a Made-to-Order Training Plan
Sue McKibben, University of Akron
W2
26248 Oracle User Productivity Kit (UPK): Accelerate
205B
User Adoption and Increase End-user Productivity - Oracle Application
Oracle User Productivity Kit (UPK) gives you all the tools you need to help educate technical and non-technical users on implementing,
maintaining and using applications. Create system transaction documentation, user acceptance test scripts, post go-live performance
support, and web-based training materials that visually capture and simulate the exact steps a user should follow within an application
for improved competency and user productivity.
Kathryn Lustenberger, Oracle Corporation
WEDNESDAY 11:10 AM–12:10 PM
W3 26472 Lessons Learned: CSv9 Academic Advising, What Academic Advisement - Tips 9.0
303A
You Should Know and What You Would Rather Not and Tricks
At the Maryland Institute College of Art in Baltimore, or MICA, we took a light approach to bringing Academic Advising self-service
online for the very first time in v9.0. Or so we thought ...
Rana Silver, MICA
W3
26669 Admissions Status Check-Tailor your messaging Admissions - Case Study
9.0
303C
Indiana University was able to update the Admissions Status Check to include a customizable message catalog based on a variety of
application attributes. This session will discuss the issues faced in moving to such an application status check and also the business
process in place for its use currently.
April Gartin, Indiana University
Todd Neal, Indiana University
W3
26151 Demystifying Requirements Definition & Vendor
Budgeting - Tips and Tricks 9.x
202B
Selection for Budget & Planning Solutions
Learn the tools and methodologies behind Harvard’s requirements definition, vendor selection, and implementation planning for a
new budget and planning system.
Catherine Lloyd, Harvard University
W3
26364 SEVIS II: The Next Generation
303D
Discussion
Since it’s go-live in 2002, SEVIS has evolved to its current version 5.10. According to SEVP, the next generation SEVIS will roll-out in
late 2009. This session is intended to invite SEVP official, who will provide insight in to what we can expect from SEVIS II and will be
moderated by an experienced SEVIS user to bridge any gap between experienced to novice users attending this session.
Kee Chang, California State University Chancellor’s Office
W3
26259 Looking Forward: Contributor Relations
Contributor Relations Oracle Vision
A look at what is new or upcoming in Enterprise Contributor Relations.
9.0
208A
Cathy Canzonetta, Oracle Corporation
W3
26429 Charting a New Course for Recruitment and
CRM - Case Study
8.9
209A
Relationships – A CRM Presentation for Alliance
2009
PeopleSoft CRM is a powerful tool for student recruitment - from managing leads and opportunities, tracking interactions, designing
and executing marketing campaigns and tracking all phases of the admissions and enrollment processes. Learn how to capitalize
on the delivered power of PeopleSoft to boost your recruitment efforts.
Capella University and Apex IT will engage in a “Q&A” session on these, and other topics, to explore how universities can best
leverage CRM for student recruitment.
Michael Felt, Capella University
94
Sessions by Time
Time No.
Title
Track/Session
Ver
Room
W3
Federal Users Network N/A
208B
Oracle Vision
Oracle iGovernment introduces the next wave of computing - a technology platform for innovative, integrated and intelligent operations
that lets you modernize your IT infrastructure, increase efficiency and transparency, and improve your service delivery.
26275 Introducing Oracle iGovernment
Jerry Linden, Oracle Corporation
W3
26285 Financial Aid Fact Book
8.9
304A
Tricks
The University of North Texas has struggled to report a consistent trend analysis of financial aid statistical data as requested by
internal & external sources. We developed standard reports based upon the academic & non-standard award periods to summarize
the awarded student population based upon their receipt of need &/or non-need based aid. Each report enables us to reflect accurately
the trends of the student’s cost of attendance, need, financial need met & remaining unmet need.
Jenny Brooks, University of North Texas
W3
26467 Being Competitive and Smart: Working
9.0
304B
Collaboratively to Streamline Our ACG & SMART
Processing
We will discuss the reporting processes used to identify potential ACG participants; what we have done to ease the burden of
administering the program; &, how Admissions & Financial Aid have worked together to ensure that we document that the student’s
rigorous course of study had been completed. Further, we will discuss how we identify and award our SMART Grant recipients.
Beth Armstrong, Indiana University
Pamela Meredith, IUPUI
Jenny Stephens, Indiana University
W3
26708 Using Speed Types and ODBC Connections to
201A
Mimic Spreadsheet Upload
The delivered Excel spreadsheet upload file with PeopleSoft Financials 9 is good for smaller, ad hoc inter-departmental billings. But
for those departments that bill all the other departments on campus regularly, this approach is tedious, time consuming and prone
to errors. Three departments at Towson University are using similar Microsoft Access applications to automate and streamline their
monthly billing procedures.
W3
26569 Yes, You CAN Close in One-Day
202A
At the University of Colorado we have figured out a way to close out month-end, for all of our campuses, in one day. This includes
the processing of all allocations as well as review and closing of the GL and sub-systems.
Roger Cusworth, University of Colorado
Vickie Martin, University of Colorado
W3
26482 Data Integrity and Reconciliation: keeping your
201C
grants and grants subsystems in order
Tips and Tricks
Any PeopleSoft user knows that your reports are only as good as the data that is input into the system: “garbage in - garbage out.”
Grants users know how especially important it is to ensure set up data and transactional data is correct. The University of Florida,
Cedars-Sinai Medical Center, and the University of Wisconsin will discuss their approaches to subsystem reconciliation and data
integrity monitoring and provide tips for keeping your systems running in top shape.
Eddie Roberts, University of Florida
Mark Sweet, University of Wisconsin - Madison
Yuliya Ivanova, Cedars-Sinai Medical Center
W3
26507 Follow the Money: How to Manage and Track
201D
Sponsored Checks
Tips and Tricks
Sponsor and PI questions are often focused on cash management – whether checks have been received, deposited and applied.
This presentation will discuss lessons learned at UW as it developed reports and performance metrics for payments and open
Accounts Receivable after going live on PeopleSoft Grants. We invite you to come and learn tips and tricks which provide real-time
visibility at all stages of the payment life cycle, from AR aging through payment receipt, processing and application.
Amy L. Wilson, University of Wisconsin - Madison
Craig Fansler, Huron Consulting Group
95
Sessions by Time
Time No.
W3
Title
Track/Session
Ver
Room
26484 Document Management Within PeopleSoft: How
HRMS - Case Study
8.9
207B
the U of Alberta Merged Paper and Personnel
eForms
Over a year ago, the U of A greatly reduced their paper flow when they implemented GT’s ePAF. This gave users on-line forms
with workflow approvals, eliminating the need for paper forms and later entry but this change highlighted a bottleneck with getting
the supporting documents to HR. It has now been eliminated! U of A has implemented Personnel eFile and added attachments to
ePAFs. eFile is a central location where users can find all an employee’s ePAF and other supporting documents.
Shelagh Hohm, University of Alberta
W3
26494 PeopleSoft Workforce Management
N/A
207C
This session provides you with an overview of the special and compelling features in Oracle’s PeopleSoft Time and Labor, Absence
Management, and Oracle Workforce Scheduling applications for Release 9 and what’s new for 9.1
Carolyn Cozart, Oracle Corporation
W3
26786 PeopleSoft ELM 9.0: An Implementation Story
9.0
207D
This presentation will describe the experience of implementing the PeopleSoft Enterprise Learning Management 9.0 module. It will
provide you helpful hints, things to know before implementation, and examples of how the system is being utilized.
Diane Pitman, Metropolitan Water District of Southern California
W3
26318 TCU Announce -- Communication for the masses Innovations - Poster Board
9.0
ARL
TCU Announce uses the Enterprise Portal’s “Company News” module to publicize campus events, help people find lost keys, and
find a roommate. Since Portal 8.4 TCU has been using TCU Announce to allow faculty, staff, and students to submit announcements
which are reviewed and immediately published to the portal -- and are also e-mailed out in a twice weekly mailing that targets the
student, staff, and faculty populations specifically.
Jeff Stanley, Texas Christian University
W3
26256 Peoplesoft Data Extraction for Emergency
9.0
ARL
Communication Systems for Higher Education
How we are using Peoplesoft Human Capital v.9 (employee info) and Peoplesoft Campus solutions v.9 (student info) to gather data
for use in our Campus Emergency Communications System.
Travis Halley, University of Oklahoma Health Sciences Center
W3
26723 How to track faculty effort commitments and cost Oracle E-Business Suite 11.5.10
206A
sharing commitments
Oracle Application
The presentation will cover how Caltech monitors faculty effort commitments (record upon account setup and monitor through effort
reporting) and cost sharing commitments (both mandatory and voluntary committed) in Oracle.
Michelle Lin, California Institute of Technology
W3
26580 So You Want to Take Procurement Global
206B
Oracle Application
Carnegie Mellon University has campuses established in several countries and needs to capture their business transactions in their
Oracle E-Business system. Procurement processes present some significant challenges when taking them global. Working with
foreign currencies; complying with tax regulations of foreign countries; managing payments, remittances, credit cards, and bank
statements of foreign bank accounts all present unique challenges. Come join us to learn about our experience.
Ryan Jackson, Carnegie Mellon University
Don Driggs, Solution Beacon
W3
26696 An ePro to eMarket SciQuest Sandwich
8.9
201B
Study
Florida State University partnered with SciQuest to implement an electronic marketplace solution that provides campus users with
the ability to shop for a wide variety of goods in approved online catalogs. The leap from 100% special request orders to the use of
hosted and punchout catalogs was a 16 week project using Integration Broker to setup cXML messaging that enabled seamlessly
ordering of shopping cart items via eProcurement requisitions, approval workflow and commitment control.
David Best, Florida State University
96
Sessions by Time
Time No.
W3
Title
Track/Session
Ver
Room
26475 Going Live on the Fiscal Year: The Only Way?
8.9
210C
The Best Way? Neither?
Cycle - Case Study
Northwestern University was poised to implement their new Financial system in September 2008, aligning the go-live with the
next fiscal year. A change in plans meant a mid-year go-live instead. This presentation will discuss the planning Northwestern
went through in moving the go-live date, the pros and cons associated with fiscal year vs. mid-year go-live, how expectations were
managed across the university community, and overall lessons learned.
Jason Schober, Northwestern University
David Kolodziejski, Huron Consulting Group
Ryan McDaniel, Huron Consulting Group
W3
26661 Security For Dummies - A Guide for the rest of us! Public Sector - Case Study
8.4
211B
Overview of 8.4x Security for non-tech users. Discuss security layers, security model, row level security,T&L security, user preferences,
security queries. This is a “what it is” session and not a “how to” session.
Manny Glisson, County of Napa
W3
26503 Discovery and Prototyping: The Business Side of Reporting - Case Study
N/A
212A
Dashboard Design
Presentation covers the business side of collecting and defining requirements for a BI dashboard. Determine the audience, identify
workflows, uncover decision points, utilize paper prototyping to validate the design and dashboard techniques. Review proposed
content and navigation to confirm the data model and aggregates.
Chris Kourey, University of Massachusetts Office of the President
W3
26281 We’ve Automated the Update of our Online Fact
8.9
213D
Book via Cognos at UNT!
UNT Online Fact Book is available to the public. To improve response time, Cognos Report Views are used to present the content.
Those report views had to be manually created after each semester’s data became available requiring considerable time resources.
To reduce the time spent updating the report views, functionality to group, schedule, and monitor reports was incorporated into PS
Portal giving the ability to update our Online Fact Book with just a few clicks of the mouse.
Saeid Parivash, University of North Texas
Ginny Richards, University of North Texas
W3
26656 Web Services - User Provisioning
9.0
207A
Study
End to end PeopleSoft User provisioning utilizing Web Services, Black Board Portal, in house Resource Management System and
LDAP.
Reduced turn around time for account creation and access to PeopleSoft HRMS.
Shankar Mattay, Ryerson University
Ryan Scott, Ryerson University
W3
26226 Auto selection and placement of students to a
8.9
213A
Payment Plan
Study
UT Arlington runs a custom process to select students that meet certain conditions based on run control parameters in a SQR
process. The process places them on the Payment Plan. A custom application engine process then calls the PeopleSoft delivered
process to initiate the initial calc of each student on the plan.
Sandra Asebedo, University of Texas at Arlington
W3
26476 Split Session: SF Nonresident Alien (NRA)
304C
Withholding AND New in CS 9.0: Global Invoicing Tricks
This session gives you the opportunity to hear two short presentations (10 minutes)on each topic followed by separate small group
discussion group on each topic. You’ll choose which small discussion group to join: Indiana University’s custom student NRA
withholding process or the new CS 9.0 functionality for Global Invoicing. More details on this session can be found online.
Ken Pattillo, Indiana University
Theo van der Heijden, ROC Nijmegen
97
Sessions by Time
Time No.
W3
Title
Track/Session
Ver
Room
26167 Planning for and Completing a Successful
Student Records - Tips and 8.9
303B
Peoplesoft 8.9 Student Records Conversion
Tricks
Cornell University’s Student Records Conversion was an on-going effort that developed and grew over several years. The project
was comprised of many individuals from several areas across the campus. We engaged subject matter experts, technical developers,
on-site Peoplesoft experts and consultants to define the requirements for the Conversion. Join the functional and technical leads in
an overview of the approach that Cornell took in preparing for and executing a successful conversion.
Vicky Mikula, Cornell University
Cassie Dembosky, Cornell University
W3
26549 Online Official Transcript Order System for
9.0
203B
Indiana University
A look at Indiana University’s web-based transcript order system that allows current and inactive students to order official transcripts
and pay for them with credit-card or bursar bill. Students can place special instructions on the order, such as a hold for a grade
change, current term grades, or a degree awarded. Built using Java/JSP and Struts technology, the application accesses Peoplesoft
data and services through both direct database access and Peoplesoft Component Interface.
Nat Francis, Indiana University
W3
26609 Sign On Peoplecode: A Drilldown
9.0
204A
This session will look at Sign On PeopleCode configuration in PIA, the delivered code, debugging techniques, and TCU Customizations
such as, interrupt screens, password aging, account creation, and role assignments.
W3
26136 Deliver Sustainable Academic/Administrative
N/A
204B
Composite Apps with AIA
How can institutions leverage the Application Integration Architecture (AIA) blueprint and Foundation Packs to deliver composite
applications that span across academic and administrative applications?
Selim Burduroglu, Oracle Corporation
W3
26031 Optimize the Performance of PeopleSoft
9.0
204C
Enterprise Applications
This session provides detailed information about the best way to keep Oracle’s PeopleSoft Enterprise applications running at peak
performance. Come to this session to learn how to improve performance and optimize your PeopleSoft architecture to achieve top
performance.
Arpit Varma, Oracle Corporation
98
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Evaluate. Innovate. Deliver | PeopleSoft Advanced Best Practices
Sessions by Track
Time No. Title
Academic Advisement
Session Type
M2
Tips and Tricks
303A
26713
Tired of the death threats from your end-users? How to enhance productivity on
your campus.
Room
M3
26233
“That Other Advising Stuff”
Case Study
303B
M3
26447
Comprehensive Curriculum Reform: Advising Strategies
Case Study
303A
M4
26121
Academic Advising Birds of a Feather #1
Tips and Tricks
303A
M4
26094
Automating the Intent to Graduate for both the students and the advisors
Tips and Tricks
213A
M5
26041
Academic Advisement Birds of a Feather #2
Tips and Tricks
303A
M6
26239
The Analysis Database or the Report Results Tables, Which Should I Use?
Tips and Tricks
303A
M6
26771
Early Alert! Letting Students Know You Are Concerned
Case Study
304D
T2
26073
Using the Analysis Database to Revamp the Graduation Process
Tips and Tricks
303A
T2
26486
Making use of XML Publisher to create a customized Advisement Report
Tips and Tricks
303B
T2
26561
Controlling New Programs & Plans = Herding Cats!?
Case Study
213B
T4
26126
A Phased Approach to Implementing the 9.0 Academic Advisement Report
Case Study
303A
T5
26743
Supporting Advisors, Improving Service to Students
Case Study
303A
T5
26029
Bolt-On Advising in CRM
Case Study
209A
T6
26607
Enhancements to Academic Advisement for 9.0
Oracle Application
303A
T6
26731
Academic Status Reports: Providing Feedback to Students Early and Often
Case Study
304D
T6
26638
Student Advisor Training Steps and Missteps
Tips and Tricks
205A
W2
26261
Debugging Academic Advisement Issues
Tips and Tricks
303A
W3
26472
Lessons Learned: CSv9 Academic Advising, What You Should Know and What
You Would Rather Not
Tips and Tricks
303A
Admissions
M2
26673
Save Data Processing Time; Scan ID and Application Numbers Don’t Key ‘Em!
Tips and Tricks
303C
M2
26323
Working with File Parser
Tips and Tricks
304B
M3
26414
9.1 Enhancements to External Test Score Processing
Oracle Application
303C
M4
26201
Refining Document Imaging Solutions for Admissions
Tips and Tricks
303B
Case Study
M4
26357
Fishing for Prospects
M4
26740
FAntastic XML Publisher: Using Comm Gen to Create FANs, MILs, Emails, & More Tips and Tricks
210D
M5
26658
Upgrading? No problem!
303C
Panel Discussion
303C
M6
26704
Admissions Birds of A Feather
Panel Discussion
303C
T2
26019
Admissions and Campus Community Jeopardy
Tips and Tricks
303C
T3
26746
Admissions Impossible - Building an Online Admissions Application with
PeopleSoft
Vendor
207C
T3
26911
PeopleSoft Exposed - Sinking Silos With SOA
Vendor
207A
T4
26178
Sharing Applicant Data with Graduate and Professional Departments
Case Study
303B
T4
26450
Automating Your Admission Process with PS 8.9 and Document Imaging
Case Study
303C
T5
26304
Online Admissions Application Solution-Marriage of a 3rd Party Vendor and a
custom PS Load Routine
Tips and Tricks
304B
T5
26657
We’d Be Up A Creek Without an OAR (Original Application Repository): BGSU
Custom Application Solution
Case Study
303C
T6
26383
SQL for Admission Functional Users
Tips and Tricks
303C
T6
26588
EDI on Steroids
Case Study
304B
W2
26546
Bringing Order to the Organization Table
Case Study
303C
W3
26669
Admissions Status Check-Tailor your messaging
Case Study
303C
W3
26467
Being Competitive and Smart: Working Collaboratively to Streamline Our ACG & Case Study
SMART Processing
304B
105
Sessions by Track
Time No. Title
Budgeting
Session Type
M2
Oracle Application
26225
Introduction to Oracle’s Hyperion Performance Management Applications
Room
202B
M2
26709
Best Practices for Maintaining PeopleSoft EPM ETL Maps
Tips and Tricks
202A
M3
26451
A 3-in-1 Planning Application: Single Yr Budgets, Multi-Yr Financial Plans &
Oracle Application
202B
M4
26434
Projected Budget Model: A Budget without Surprises!!
Case Study
202B
M5
26147
RCM at the University of Delaware (and the Dummy’s Guide to Running
Simultaneous Budget Models)
Tips and Tricks
202B
M6
26230
Using Oracle’s Hyperion Planning for Distributed Budget Formulation and Entry
at Stanford University
Case Study
202B
M6
26719
Understanding ETL Data Lineage for EPM Applications and Warehouses
Tips and Tricks
202A
T2
26726
PeopleSoft EPM Overview and 9.1 Roadmap
Oracle Vision
202B
T3
26290
Vendor
Ball B
T4
26810
Budgeting Birds of a Feather - Developing a Strategic Direction across
PeopleSoft Applications
Panel Discussion
202B
T5
26809
Oracle Panel Discussion - Understanding Position Budgeting and Department
Budgets within HCM
Case Study
202A
T6
26107
SMU’s Use of the Oracle EPM Budgeting Application
Oracle Application
202B
W2
26229
Strategic Long-range Planning in Higher Ed Using Oracle’s Hyperion Strategic
Finance
Case Study
202B
Case Study
201D
W2
26582
Who, What, When, and Where Are Your Employees?
W3
26151
Demystifying Requirements Definition & Vendor Selection for Budget & Planning Tips and Tricks
Solutions
202B
Campus Community
M2
26578
Be Our Guest Be Our Guest Put Our Self Service to the Test!
Tips and Tricks
303B
M2
26741
Automated Letter Production using 3C Engine, Pop. Selection, Comm.
Generation, and XML Publisher
Case Study
303D
M2
26172
Reaching Your Alumni through PeopleSoft Self Service
Oracle Application
208A
M3
26523
Affiliations ( aka Relations to Institutions)
Oracle Application
303D
M3
26793
Extending Contributor Relations
Case Study
208A
M3
26020
3C’s Primer for Financial Aid
Tips and Tricks
304A
M4
26317
Campus Community: Looking Forward
Oracle Vision
303D
M5
26087
Implementation of Campus Community at Arizona State University
Case Study
303D
M5
26115
Living with XML Publisher - Like It or Not
Case Study
303B
M6
26734
Identity Management Birds of a Feather
Panel Discussion
303D
T2
26629
Super-Sized Centers Stimulate Satisfaction
Case Study
303D
T2
26019
Admissions and Campus Community Jeopardy
Tips and Tricks
303C
T3
26051
The Six Reasons Why SaaS Will Help You to Succeed in 2010
Vendor
205A
T3
26930
Streamlining Admit Letters using XML Publisher and CommGen
Vendor
303D
T4
26206
The Good, the Bad and Commgen - developing a trigger happy communications Case Study
process
303D
T5
26406
We Need Your Cell Phone Number!
Case Study
303B
T5
26436
Future of Search/Match and Data Management
Oracle Application
303D
T5
26035
XML Transcripts: How to Make Them Work for You
Tips and Tricks
206B
T6
26042
Campus Community-Birds of a Feather
Panel Discussion
303D
W2
26307
Delete Communications and Checklists-A Technical Solution From a Functional
Users Perspective
Tips and Tricks
303D
106
Sessions by Track
Time No.
Title
Session Type
W2
Co Curricular Profile supporting Student Leadership Strategic Initiative At
Gettysburg College
Case Study
26513
Room
303B
W2
26053
Customized Address Preferences
Panel Discussion
208A
W3
26364
SEVIS II: The Next Generation
Panel Discussion
303D
Contributor Relations
M2
26172
Reaching Your Alumni through PeopleSoft Self Service
Oracle Application
208A
M2
26741
Case Study
303D
M3
26341
Gift Processing Enhancements
Oracle Application
208B
M3
26793
Extending Contributor Relations
Case Study
208A
M4
26363
Measuring Alumni/Constituent Participation
Case Study
208A
M5
26703
Automating CR processing
Case Study
208A
M6
26090
Birds of a Feather
Panel Discussion
208A
M6
26734
Identity Management Birds of a Feather
Panel Discussion
303D
T2
26378
Using Cognos for Data Requests and Using Query Manager for Building a
Dashboard Giving Report
Case Study
208B
T2
26684
An Integrated Approach to Memberships – From Lockbox to Auto Renewal and
beyond
Case Study
208A
T4
26623
Drowning in Duplicates?
Case Study
208A
T5
26604
Using the initiative structure to track campaign fundraising efforts against goals
Case Study
208A
T5
26436
Future of Search/Match and Data Management
Oracle Application
303D
T6
26187
Receiving and Processing Donations Costing more than the Donations
Themselves?
Case Study
208A
W2
26053
Customized Address Preferences
Panel Discussion
208A
W3
26259
Looking Forward: Contributor Relations
Oracle Vision
208A
CRM
M2
26606
PeopleSoft CRM for Higher Education Overview and Roadmap
Oracle Vision
209A
M3
26313
CRM for Retention, Course Planning and Service
Case Study
209A
M4
26444
Extending CRM
Case Study
213C
M4
26844
Troubleshooting Tips for PeopleSoft Online Marketing
Tips and Tricks
209A
M5
26117
Using App Engine, Policy, and Terms for Call Center Support delayed
notifications
Tips and Tricks
209A
M5
26397
Effective Student Service in a Multichannel Contact Center: A CRM Presentation Case Study
213C
M6
26531
Birds of a Feather - PeopleSoft Customer Relationship Management
209A
Panel Discussion
T2
26333
PeopleSoft CRM Support Dashboard and Reporting
Case Study
209A
T4
26627
Top 5 Things in PeopleSoft Online Marketing that You Should Be Using and
Aren’t
Oracle Application
209A
T5
26029
Bolt-On Advising in CRM
Case Study
209A
T5
26828
CRM for HR, IT, and Student Help Desks
Oracle Vision
207D
T6
26618
Implementing CRM for Student Support
Case Study
209A
W2
26626
Student Recruitment Through Sales Force Automation Technology – A CRM
Presentation
Case Study
209A
W3
26429
Charting a New Course for Recruitment and Relationships – A CRM Presentation Case Study
for Alliance 2009
209A
107
Sessions by Track
Time No. Title
Federal Users Network
Session Type
M2
Case Study
26807
The 7 Year Itch
Room
208B
M3
26859
Correlated Analytics for Talent Management
Oracle Vision
207D
M5
26860
HCM 9.0: What’s New for Federal Users
Oracle Vision
207D
M6
26851
Keeping Up with Talent Management via Integration
Case Study
208B
T5
26253
“Key Tools for Successful Communications During Change”
Tips and Tricks
213C
T6
26234
The physics of change and how to mitigate the effects
Tips and Tricks
208B
W3
26275
Introducing Oracle iGovernment
Oracle Vision
208B
Financial Aid
M2
26322
Welcome to PeopleSoft Financial Aid! Secret Handshakes and Other Things You Tips and Tricks
Need to Know ...
304A
M2
26323
Working with File Parser
Tips and Tricks
304B
M2
26485
Financial Aid 102 for SF Users
Tips and Tricks
304C
M3
26020
3C’s Primer for Financial Aid
Tips and Tricks
304A
M3
26144
FFELP to DL and ELM in 6 Weeks – Total Conversion on the Fly
Case Study
304B
M3
26393
COBOL/SQL Troubleshooting for Business Analysts
Tips and Tricks
210D
M4
26293
Taking the Aggravation Out of Aggregates
Panel Discussion
304B
M4
26439
Making the Grade: Practical Uses of Satisfactory Academic Progress (SAP)
Oracle Application
304A
M4
26740
FAntastic XML Publisher: Using Comm Gen to Create FANs, MILs, Emails, &
More
Tips and Tricks
210D
M4
26778
End of Term Processing Enhancements
Case Study
304D
M5
26533
Financial Aid Data Structures
Oracle Application
304A
M5
26639
Why Delivered SAP in 9.0 Does What It Does
Tips and Tricks
304B
M6
26043
Looking Forward Campus Solutions Financial Aid
Oracle Vision
304A
T2
26009
Equation Convertor - New Tool to Create Equations
Tips and Tricks
304B
T2
26278
Financial Aid Rules! Like totally, you know.
Tips and Tricks
304A
T3
26051
Vendor
205A
T4
26441
A Setup & Implementation Model for Financial Aid Security
Tips and Tricks
304A
T4
26479
External Awards - Alive & Kicking
Panel Discussion
304B
T4
26070
Financial Aid Waivers
Panel Discussion
213A
T5
26110
FA Birds of a Feather #1
Panel Discussion
304A
T5
26377
Prior Year Charges - Getting the $ From Here to There
Tips and Tricks
213A
T6
26111
FA Birds of a Feather #2
Panel Discussion
304A
W2
26254
Moving Beyond FA Term as We Know It
Panel Discussion
304B
W2
26297
Part Time Financial Aid shouldn’t Be a Full Time Job
Case Study
210D
W2
26473
Query Writing for FA Users
Tips and Tricks
304A
W2
26592
Imaging with ImageNow Across Campus - Lessons Learned from Towson
University
Case Study
210A
Tips and Tricks
W3
26285
Financial Aid Fact Book
W3
26467
Being Competitive and Smart: Working Collaboratively to Streamline Our ACG & Case Study
SMART Processing
304A
304B
General Interest
M2
26471
Campus Solutions Enrollment Services: Current Updates and a Look Forward
Oracle Vision
209B
M2
26764
Engaging with global resources to ensure implementation success
Case Study
210A
M3
26152
Supporting Operations using a Data Warehouse
Case Study
210B
108
Sessions by Track
Time No.
Title
Session Type
Room
M3
26279
Implementing Patches & Fixes – A Functional Team Plan
Tips and Tricks
209B
M3
26411
Oracle’s EPM System: Driving Management Excellence
Oracle Vision
210A
M4
26132
Total Refresh
Tips and Tricks
209B
M4
26200
HOW MANY People Need to Review this Transaction?!?
Case Study
210B
M4
26748
Why is my PeopleSoft system so slow!!!
Case Study
210A
M5
26038
SOA in Campus Solutions, new services in 9.0
Oracle Application
210B
M5
26105
Purging data to maintain your PeopleSoft Database
Tips and Tricks
210A
M5
26459
PeopleSoft Update and Strategic Vision
Oracle Vision
209B
M6
26075
NCAA Compliance Interface with CAi and Travel Tracking
Case Study
210B
M6
26213
Oracle’s Strategy for Hyperion EPM Products
Oracle Vision
209B
M6
26728
SaNS: Five Universities collaborating on a shared CS development and
implementation
Case Study
210A
M6
26331
ITIL for everyone - improve cost, productivity and quality!
Vendor
304B
T2
26319
Campus Solutions: State of the Union
Oracle Vision
210A
T2
26663
Final Exam Scheduling - Case Study
Case Study
209B
T2
26902
Accelerated PeopleSoft Implementation using Smart (Bolt-On) Solutions at
Wesleyan University
Vendor
210D
T3
26889
Millions of Transfer Students; One Solution: The Transfer Evaluation System
(TES) from CollegeSource
Vendor
210A
T3
26900
Managing the Perfect Storm: Campus Commerce and PCI
Vendor
205B
T3
26901
The Day After the Consultants Leave
Vendor
211A
T3
26904
Driving Down Annual Support Costs: Understanding Releases and Support
Options for the Next Decade
Vendor
213A
T3
26905
Come Together: The Benefits of Integrating an End-to-End CRM System with
Oracle PeopleSoft
Vendor
213B
T3
26910
Managing the risks of a PeopleSoft implementation at a research institution
Vendor
206B
T3
26915
Tips, Tricks and Tools to Improve PeopleSoft Upgrades
Vendor
204B
T3
26524
Using ImageNow to Automate Key Higher Education Processes
Vendor
207B
T3
26829
Smarter, Faster, Better: The SOA Solution at WVU
Vendor
208A
T3
26890
The Next-Generation Unified Digital Campus
Vendor
210B
T3
26907
Workflow Finally Gets Easy - Build Setup-Based Routings with GT eForms 2.8
Vendor
213D
T3
26912
Improving the Student Experience with Electronic Refund
Vendor
207D
T3
26916
Security by Example
Vendor
204C
T3
26918
Investing in Systems for the Future: The Benefit of a Platform vs. Modular
Systems
Vendor
202B
T3
26920
Go Paperless From any Browser, any Platform, at Anytime
Vendor
201A
T3
26925
Essentials of Test Data Management: Speed Application Development and Save Vendor
Storage Costs
304A
T3
26927
Go Beyond Imaging with Real-Time Integration between your Document
Management System and PeopleSoft
Vendor
303A
T3
26928
X25 Strategic Graphical Analysis
Vendor
304D
T3
26929
BPM and Software as a Service
Vendor
304C
T4
26049
How Oracle’s NEW Data Hub offering and Master Data Management Supports
Higher Education
Oracle Application
210B
T4
26295
SmartKeys - A Complete Solution
Case Study
210A
T4
26651
Setting up Non-Credit in PeopleSoft
Case Study
209B
T4
26303
Enhance your PeopleSoft Document Viewing
Vendor
210D
109
Sessions by Track
Time No.
Title
Session Type
Room
T5
26311
Using the PS tables to find what you want
Tips and Tricks
207C
T5
26727
Implementing the Student Administration Integration Pack: An Early Adopter’s
Story
Case Study
209B
T5
26768
My ASU – A whole Student Experience – not just an ERP system.
Case Study
210B
T5
26861
Standardizing and Streamlining System Integrations using Oracle Application
Vendor
210D
T6
26194
Institutional Research Case Study: Clemson Enrollment Model - Forecasting
Enrollment and Retention
Case Study
210B
T6
26210
Strategies for A Successful Performance Management Implementation
Tips and Tricks
209B
T6
26557
Demystifying Financial Statements - How to Build a Financial Statement
Application in Planning
Oracle Application
210A
T6
26921
Smart UI for PeopleSoft
Vendor
210D
W2
26477
It Slices – It Dices - It Juliennes – It’s iMacro!
Tips and Tricks
210B
W2
26585
“The Good, the Bad, and the sort of Ugly: Multi-Institution in Campus Solutions”
Tips and Tricks
209B
W2
26592
Imaging with ImageNow Across Campus - Lessons Learned from Towson
University
Case Study
210A
General Ledger
M2
26068
WRS (Wolfpack Reporting System)-NCSU’s Financial Reporting Solution for
Campus
Case Study
201A
M3
26480
Combo editing - make it work
Tips and Tricks
202A
M3
26802
PeopleSoft Financial Management Solutions Roadmap
Oracle Vision
201A
M4
26128
eReconciliation, Getting U of M out of the Shadows
Case Study
201A
M4
26348
Dynamic nVision – Say goodbye to multiple report versions
Tips and Tricks
202A
M5
26272
Birds of a Feather Part 1
Panel Discussion
201A
M6
26273
Birds of a Feather Part 2
Panel Discussion
201A
T2
26803
Focus on PeopleSoft Financials Reconciliation Capabilities Today, Tomorrow &
Beyond
Oracle Vision
201A
T4
26685
KISS Reporting Support: Meeting the campus demands for data and information. Case Study
201A
T4
26804
Comings and Goings of Assets: Focus on PeopleSoft Asset Management
Integration Flows
Oracle Vision
202A
T5
26800
Managing Month End & Year End Close-How is Cash vs. Accrual Reporting
handled?
Panel Discussion
201A
T6
26140
The Magnificent 7 - Straightforward Reports for your Department Users
Tips and Tricks
201A
T6
26192
An Innovation approach to managing Investment Income using delivered
PeopleSoft Functionality
Case Study
202A
W2
26061
Just Between the Two of Us: Streamlining your Interdepartmental Transfers
Made Simple
Case Study
201A
W3
26569
Yes, You CAN Close in One-Day
Case Study
202A
W3
26708
Using Speed Types and ODBC Connections to Mimic Spreadsheet Upload
Case Study
201A
Grants, Contracts & Billing
M3
26336
Upgrading to v9.0 from v8.4
Case Study
201C
M3
26605
Multi-Campus Grants implementation - “Don’t forget the little guy.”
Case Study
201D
M4
26511
Expediting the Final Invoice - How to bill for what isn’t there
Tips and Tricks
201C
M4
26838
PeopleSoft Project Costing Integrations and the Methodologies Behind Them
Oracle Application
211A
M5
26640
Birds of a Feather 1
Panel Discussion
201C
M6
26022
Fixed Price Billing Options Using Delivered Functionality
Case Study
201C
M6
26274
ePTF - Electronic Proposal Transmittal Form - Online
Case Study
201D
110
Sessions by Track
Time No.
Title
Session Type
Oracle Vision
Room
T2
26839
PeopleSoft Grants-ESA Roadmap Update
T4
26280
Sharing is Caring: How Northwestern revolutionized their Cost Share policy using Case Study
PeopleSoft
201D
201C
T4
26448
Sub award Management for Dummies
Tips and Tricks
201C
T4
26650
Public Sector Managing Grants and Funding - Birds of a Feather Session I
Oracle Application
211B
T5
26138
Delivering mission-critical Grants Pre & Post Award data in two approaches
Oracle Application
201C
T5
26751
Over the Limit Transaction processing in Contracts (CA_Limits)
Tips and Tricks
201D
T5
26835
Public Sector Managing Grants & Funding Birds of a Feather: Session 2 Grants
Round Table
Panel Discussion
211B
T6
26641
Birds of a Feather 2
Panel Discussion
201C
W2
26836
The Power of Project Costing: Pricing Engine, Accounting Rules, and More
Oracle Application
201C
W3
26482
Data Integrity and Reconciliation: keeping your grants and grants subsystems in Tips and Tricks
order
201C
W3
26507
Follow the Money: How to Manage and Track Sponsored Checks
Tips and Tricks
201D
Using Profile Management to Feed ePerformance - Performance Reviews are
Fun for Everyone But HR
Case Study
207B
HRMS
M2
26277
M2
26501
It’s NOT a Small World in Commitment Accounting
Tips and Tricks
207C
M2
26832
Oracle’s Recruiting Solutions
Oracle Application
207D
M3
26797
Have you checked your Retirement Limits Lately?
Tips and Tricks
207C
M3
26826
Meet the HRMS Product Advisory Group (PAG)
Panel Discussion
207B
M4
26398
Retro Distribution -- Retro on Retro
Case Study
207C
M4
26660
Background Checks – A painless process from beginning to billing
Case Study
207D
M4
26691
You’re Hired! Now What? Automating the On boarding Process for New Hires
Case Study
207B
M5
26018
Use of Contract Pay at Indiana University
Tips and Tricks
207C
M5
26470
Hey look! A flying pig! Job Descriptions in PeopleSoft!
Case Study
207B
M5
26830
PeopleSoft Enterprise Learning Management
Oracle Application
210D
Tips and Tricks
M5
26263
Jeffco Schools - Sources of Pay
M6
26104
Change Management Challenges Implementing PeopleSoft HRMS v9 MSS/ESS Case Study
in Higher Education
210D
M6
26163
Show me the Grant and who’s on it! - Extracting Research & Sponsored Projects Case Study
information
207B
M6
26598
Holistic Talent Management in an Integrated Environment
207D
Oracle Vision
211B
M6
26688
Absence Management and Time and Labor: Playing by the Rules
Tips and Tricks
207C
T2
26384
Clemson University’s Challenges and Fixes of Implementing Recruiting 9.0
Oracle Vision
207D
T2
26504
PeopleSoft North American Payroll
Oracle Application
207C
T2
26542
HCM 9.0 Successful Upgrade!
Tips and Tricks
207B
T3
26891
PeopleSoft Self Service 2.0 - Learn how to bring web 2.0 to self service
Vendor
210C
T3
26906
Employee Empowerment Through PeopleSoft: Using HCM 9.0
Vendor
213C
T3
26914
Competency Management – The Foundation of Talent Management
Vendor
204A
T4
26308
Automation at University of Michigan, getting job data done quickly for complex
faculty appointments
Case Study
207B
T4
26514
Afraid of Commitment? - Tips for a Commitment Accounting Implementation
during an Upgrade
Tips and Tricks
207C
T4
26682
Best Practices Implementing Self-Service HCM and PeopleSoft Portal for
Recruiting and Managers
Case Study
207D
T5
26827
Birds of a Feather - HCM Idea Exchange
Panel Discussion
207B
111
Sessions by Track
Time No.
Title
Session Type
T5
Oracle Panel Discussion - Understanding Position Budgeting and Department
Budgets within HCM
Case Study
202A
26809
Room
T6
26133
Collecting Time at The University of Michigan including Punchtime
Case Study
207D
T6
26246
Contingent Worker Access VS POI
Tips and Tricks
207B
T6
26597
PeopleSoft Compensation
Oracle Vision
207C
W2
26544
MSS: Position Management Request & Approval Process Using Approval
Workflow Engine (AWE)
Case Study
207B
W2
26846
PeopleSoft Human Capital Management Vision and Road Map
Oracle Vision
207C
W3
26484
Document Management Within PeopleSoft: How the U of Alberta Merged Paper Case Study
and Personnel eForms
207B
W3
26494
PeopleSoft Workforce Management
Oracle Application
207C
W3
26786
PeopleSoft ELM 9.0: An Implementation Story
Oracle Application
207D
Innovations
M2
26394
Automated communication using XML Publisher
Poster Board
ARL
M2
26521
A Bolt-On Housing Module for PeopleSoft
Poster Board
ARL
M3
26146
iPhone Portal
Case Study
ARL
M3
26702
Paper-Less Graduate Admissions Processing & Review At Towson University
Case Study
ARL
M4
26356
CCHMC’s Custom Check Request Application
Case Study
ARL
M4
26777
The Purchasing Dream Machine: Seeing each and every stage on only one page Case Study
ARL
M5
26814
Efficient Purchasing in a Decentralized University Environment
Poster Board
ARL
M6
26680
XML - How do you want to size up your grant requirements?
Oracle Application
ARL
M6
26812
Chartfield Innovations
Poster Board
ARL
T2
26583
Where should Residence Life data live? We found a low rent, on-campus, easy
to maintain location!
Case Study
ARL
T2
26677
Data Collection and Communication with College Fair Participants
Poster Board
ARL
T4
26495
Facebook Your Portal: Chronological Content vs. Pagelet Content
Poster Board
ARL
T4
26813
Web 2.0 portal for Students and Teachers
Oracle Vision
ARL
T5
26584
What “To-Do” – Course Requirements Checklist
Poster Board
ARL
T5
26782
Sun Devil Tracking – Avoid Elective Land Mines
Case Study
ARL
T6
26529
Using Integration Broker in version 9
Poster Board
ARL
T6
26780
Accessing PeopleSoft Data from Oracle’s Application Express
Case Study
ARL
W2
26718
Tips and Tricks for Stress-Free Upgrades/Conversions
Poster Board
ARL
W2
26724
Integrating PeopleSoft 9.0 Applications: Solutions for Academic Advising
Case Study
ARL
W3
26256
Peoplesoft Data Extraction for Emergency Communication Systems for Higher
Education
Poster Board
ARL
W3
26318
TCU Announce -- Communication for the masses
Poster Board
ARL
Vendor
Oracle
T3
26847
Loyola University Case Study –Change Management Best Practices using
PeopleSoft Change Assista
W2
26856
Lessons Learned in Upgrading to Oracle E-Business Suite Financials Release 12 Tips and Tricks
208B
206B
Oracle E-Business Suite
M2
26759
Best Practice Tips for Your Upgrade to Oracle E-Business Suite R12
Tips and Tricks
206A
M3
26067
If It’s Thursday It Must Be Peoplesoft
Case Study
206B
M3
26633
Get Principal Investigators the grants info they want - using Oracle Toplink, ADF Case Study
and JDeveloper
206A
112
Sessions by Track
Time No.
Title
Session Type
Case Study
Room
M4
26316
Custom Workflows in an iProcurement/SciQuest Environment
M4
26408
Oracle Purchasing & iProcurement: Release 12.0 & 12.1 Update and Five Things Oracle Application
You Must Know
206B
206A
M5
26540
Overview of E-Business Suite HRMS Release 12
Oracle Application
206A
M5
26814
Efficient Purchasing in a Decentralized University Environment
Poster Board
ARL
M6
26312
Custom Sponsored Projects Invoice Generation with Oracle Grants Accounting
Case Study
206A
M6
26594
iRecruitment - Making it work for a Higher Education Institution
Oracle Application
206B
T2
26288
Considering an EBS r12 Upgrade? SDSU shares their Oracle Financials upgrade Case Study
story
206B
T2
26850
Enhancing the Student Experience with Oracle CRM Release 12
Case Study
206A
T4
26433
So You Want To Go Global?
Oracle Application
206A
T4
26596
iSourcing - Increase supplier competition and reduce your costs
Oracle Application
206B
T5
26417
Oracle eBusiness Suite PAG - Panel Discussion on Implementing/Upgrading to
EBS Release 12
Panel Discussion
206A
T6
26787
Oracle E-Business Suite Financials Release 12 Overview and Update
Oracle Application
206B
T6
26848
Service Enabling e-Business Suite: Best Practices & Case Study
Case Study
206A
W2
26856
Lessons Learned in Upgrading to Oracle E-Business Suite Financials Release 12 Tips and Tricks
206B
W3
26580
So You Want to Take Procurement Global
Oracle Application
206B
W3
26723
How to track faculty effort commitments and cost sharing commitments
Oracle Application
206A
Procurement to Pay
M2
26358
Building an Integrated eProcurement and ProCard Solution
Case Study
201B
M3
26425
PTP Birds of a Feather – Part 1
Tips and Tricks
201B
M4
26427
PTP Birds of a Feather – Part 2
Panel Discussion
201B
M5
26621
Life after eSettlements at University of Michigan
Case Study
202A
M5
26840
Deep Matching! – Deep dive into PeopleSoft Payables New Matching Engine:
Part I
Oracle Vision
201B
M6
26841
Deep Matching! – Deep dive into PeopleSoft Payables New Matching Engine:
Part II
Oracle Vision
201B
T2
26191
9.0 Matching – How we implemented and customized at UCSF
Case Study
202A
T2
26774
Strategic Sourcing without Supplier Enablement
Case Study
201B
T3
26933
Electronic Catalog and Item Management
Vendor
201D
T4
26212
Implementation of ePro - Pros and Cons
Case Study
201B
T5
26772
Working the Flow from 8.4 to 9.0
Tips and Tricks
201B
T6
26855
Control Costs and Enforce Travel Policies : A Deeper Look at PeopleSoft
Enterprise Expenses
Oracle Vision
201B
W2
26237
Travel on a Budget: Integrating Travel & Expenses with Commitment Control
Case Study
201B
W2
26287
eProcurement: Configuring your Requisition Workflow using ChartField attributes Case Study
for routing
202A
W3
26696
An ePro to eMarket SciQuest Sandwich
Case Study
201B
Project Management & Life Cycle
M2
26007
You Can Survive -- How to Upgrade CS, HC, FI and Portal to 9.0 in A Year
Case Study
210C
M3
26143
Project Management: Benefits and Challenges for Your PeopleSoft Projects
Case Study
210C
M4
26247
It’s the Final Countdown: How to Organize Your ERP Cut-Over
Panel Discussion
208B
M4
26431
Oracle User Productivity Kit: It’s More Than a Training Tool
Case Study
210C
M5
26595
Organizing Around Self Service Customizations
Tips and Tricks
210C
M5
26631
How to Structure Your Upgrade Project to Ensure Success Now and in the Future Tips and Tricks
208B
113
Sessions by Track
Time No.
Title
Session Type
Room
M6
26750
Birds of a Feather
Tips and Tricks
210C
T2
26170
20+ Modules in 12 Months - You Can Do It Too!
Case Study
210B
T2
26228
An Effective Project Management Office (PMO) Implementation in a Higher
Education Environment
Case Study
210C
T4
26516
Countdown to V9 Upgrade - Princeton’s Greatest Hits...and Misses
Tips and Tricks
208B
T4
26711
Meaningful Project Communication Across 33 Institutions
Case Study
210C
T5
26235
Prioritizing Improvements in Process and Systems in Lean Economic Times
Case Study
210C
T5
26649
Project Management: It’s a Dirty Job, but Somebody Has to Do It!
Tips and Tricks
208B
T6
26250
Jump-Start Your Upgrade or Implementation with Oracle User Productivity Kit
Content
Oracle Application
210C
W2
26264
Implementing CS Security as Part of Your Project
Oracle Application
207D
W2
26292
How to Implement a Successful Upgrade to v9.0
Tips and Tricks
210C
W3
26475
Going Live on the Fiscal Year: The Only Way? The Best Way? Neither?
Case Study
210C
Public Sector
M2
26033
How To Build an Interface That Works
Case Study
211B
M2
26834
Your Voice Into the PeopleSoft Financials and Supply Chain Roadmap
Oracle Vision
211A
M3
26085
Simplified Custom Query Viewer as Reporting Tools.
Case Study
211B
M3
26268
R is for RECONCILIATION (Accounts Payable)
Case Study
211A
M4
26838
PeopleSoft Project Costing Integrations and the Methodologies Behind Them
Oracle Application
211A
M4
26434
Projected Budget Model: A Budget without Surprises!!
Case Study
202B
M5
26098
Document Imaging - Disaster Preparedness - Lessons Learned From The Floods Case Study
211A
M5
26263
Jeffco Schools - Sources of Pay
Tips and Tricks
211B
M6
26023
Innovative Scoring Algorithm to Find Duplicate Customer/Vendors
Tips and Tricks
211B
M6
26120
Implementing Financials 9.0 in less than 3 months - It can be done!
Case Study
211A
T2
26332
PeopleSoft State Government Customer Group Meeting
Panel Discussion
213A
T2
26852
Getting Ready for the 9.1 Upgrade
Tips and Tricks
211A
T4
26060
PeopleSoft Asset Management V8.9 Implementation for PSAB Reporting
Case Study
211A
T4
26650
Public Sector Managing Grants and Funding - Birds of a Feather Session I
Oracle Application
211B
T5
26635
Organizational Change Management: Helping a Successful Project Become a
Successful Implementation
Case Study
211A
T5
26835
Public Sector Managing Grants & Funding Birds of a Feather: Session 2 Grants
Round Table
Panel Discussion
211B
T6
26493
Public Sector Birds of a Feather
Tips and Tricks
211A
W1
26159
PeopleSoft/Oracle Public Sector User Group Meeting
Panel Discussion
211A
W2
26129
Dynamic Reporting for PeopleSoft Users and Techies - A new technology built
using PeopleTools
Tips and Tricks
211B
W3
26661
Security For Dummies - A Guide for the rest of us!
Case Study
211B
W3
26786
PeopleSoft ELM 9.0: An Implementation Story
Oracle Application
207D
W3
26275
Introducing Oracle iGovernment
Oracle Vision
208B
Meet the RPAG
Panel Discussion
213D
Reporting
M2
26208
M2
26446
Increasing your Reporting Horsepower
Case Study
212A
M2
26917
Implementing Hyperion Planning at Harvard University
Case Study
213C
M2
26225
Introduction to Oracle’s Hyperion Performance Management Applications
Oracle Application
202B
M2
26068
WRS (Wolfpack Reporting System)-NCSU’s Financial Reporting Solution for
Campus
Case Study
201A
114
Sessions by Track
Time No.
Title
Session Type
M2
Case Study
26741
Room
303D
M3
26158
Making Cognos 8 a Campus-wide Reporting Environment
Case Study
212A
M3
26218
Cornell’s PSoft Student Data Marts - One Year After Initial Implementation
Case Study
213C
M3
26845
Oracle Business Intelligence Road Map & Strategy
Oracle Vision
213D
M3
26451
A 3-in-1 Planning Application: Single Yr Budgets, Multi-Yr Financial Plans &
Oracle Application
202B
M3
26152
Supporting Operations using a Data Warehouse
Case Study
210B
M4
26306
Faculty Workload Reporting Using PeopleSoft
Tips and Tricks
212A
M4
26315
PeopleSoft Warehouses for Higher Education – Analyzing your financial data
Oracle Application
213D
M4
26740
FAntastic XML Publisher: Using Comm Gen to Create FANs, MILs, Emails, &
More
Tips and Tricks
210D
M4
26348
Dynamic nVision – Say goodbye to multiple report versions
Tips and Tricks
202A
M5
26637
Designing Dashboards to Die For - Arizona State University
Case Study
213D
M5
26674
KISS REPORTING: A simple look at building a reporting strategy
Case Study
212A
M5
26115
Living with XML Publisher - Like It or Not
Case Study
303B
M6
26403
Accreditation Buster! Combine PeopleSoft Functionality & Student Analytics for
Powerful Reports
Case Study
213C
M6
26722
OBIEE and Fusion Intelligence Panel Discussion
Panel Discussion
212A
M6
26773
Department ID is a great for Cost Centers, but what about Campus, College and Case Study
VP Area?
213D
M6
26230
Using Oracle’s Hyperion Planning for Distributed Budget Formulation and Entry
at Stanford University
Case Study
202B
M6
26738
Give me a “Big Mac” with my majors that are full-time with a specific GPA.
Case Study
303B
T2
26646
Compliance / Census Reporting - Managing the fear and pain
Panel Discussion
213C
T2
26766
Jump start your BI initiative with Open Source
Case Study
213D
T2
26785
EPM and Datastage. To infinity...and beyond!
Tips and Tricks
212A
T2
26486
Making use of XML Publisher to create a customized Advisement Report
Tips and Tricks
303B
T2
26726
PeopleSoft EPM Overview and 9.1 Roadmap
Oracle Vision
202B
T2
26378
Using Cognos for Data Requests and Using Query Manager for Building a
Dashboard Giving Report
Case Study
208B
T2
26333
PeopleSoft CRM Support Dashboard and Reporting
Case Study
209A
T3
26290
Vendor
Ball B
T3
26913
A Single Source of Truth With Integrated, Open Data
Vendor
209B
T3
26926
Comprehensive Reporting and Analytics for Higher Ed
Vendor
304B
T3
26931
iStrategy Data Warehouse for PeopleSoft: 90% out-of-the-box at 10% of the time Vendor
and cost!
211B
T4
26458
Implementing data warehouse and BI in Higher Ed
213D
Case Study
T4
26510
Deploying an EPM 9 Reporting Solution at Northwestern University
Oracle Application
212A
T4
26767
XMLP Reports in Self Service
Case Study
213C
T5
26314
PeopleSoft Campus Solution Warehouse – Evolution of Analytics for the
Academic Enterprise
Oracle Application
212A
T5
26681
Jumping The Reporting Hurdle
Oracle Application
213D
T6
26180
IR Birds of a Feather
Oracle Application
213D
T6
26198
EPM Panel
Panel Discussion
212A
T6
26714
Challenges and Rewards of driving OBIEE standards
Case Study
213C
T6
26107
SMU’s Use of the Oracle EPM Budgeting Application
Oracle Application
202B
115
Sessions by Track
Time No.
Title
Session Type
Room
T6
26351
Oracle Business Intelligence Enterprise Edition (OBIEE) - Under the Hood...
Case Study
204A
W2
26376
Peoplesoft Enterprise Reporting Road Map
Tips and Tricks
204B
W2
26380
Practical Considerations for the Integration of EPM 9.0 with Campus Solutions
9.0
Tips and Tricks
213D
W2
26732
Using Cognos for Data Requests
Case Study
212A
W2
26229
Strategic Long-range Planning in Higher Ed Using Oracle’s Hyperion Strategic
Finance
Case Study
202B
W2
26473
Tips and Tricks
304A
W2
26129
Dynamic Reporting for PeopleSoft Users and Techies - A new technology built
using PeopleTools
Tips and Tricks
211B
W3
26281
We’ve Automated the Update of our Online Fact Book via Cognos at UNT!
Case Study
213D
W3
26503
Discovery and Prototyping: The Business Side of Dashboard Design
Case Study
212A
W3
26285
Financial Aid Fact Book
Tips and Tricks
304A
Security & Audit
M2
26012
Managing & Auditing security during implementation and beyond
Tips and Tricks
207A
M2
26617
Computer Access Modification System at UNT
Case Study
206B
M3
26729
Helping the Help Desk - A 360 Degree Security View That Won’t Wrench Your
Neck
Case Study
207A
M4
26202
Hakuna Matata - security in a multi-institution environment
Panel Discussion
207A
M5
26395
Save Some Trees: Getting Rid of Paper Security Forms and Do Online Role
Requests
Case Study
207A
M6
26763
Critical Data Protection and Security in Oracle Applications
Oracle Application
207A
T2
26736
How to build collaborative quality management into an implementation
Case Study
207A
T3
26183
Row Level Security and Workflow for PeopleSoft
Vendor
210D
T4
26141
Real-Time Security, How Sweet It Is!
Case Study
207A
T5
26742
Security Reengineering: Automating Security Request, Approval and Update
Case Study
207A
T6
26037
Understanding PeopleSoft Security one layer at a time…
Tips and Tricks
207A
W2
26188
Upgrade to 9.0: A Chance to Revamp, Retrain and Report Your Student Record
Security!
Tips and Tricks
207A
W3
26656
Web Services - User Provisioning
Case Study
207A
Special Sessions
W1
26895
HEUG Members Annual Meeting
Vendor
Ball B-C
W1
26899
Federal Users Annual Meeting
Vendor
208B
Student Financials
M2
26036
To Collections and Beyond - Buzz Lightyear to the rescue
Tips and Tricks
213A
M2
26485
Financial Aid 102 for SF Users
Tips and Tricks
304C
M3
26131
A Day in the Life of MacGyver ... Student Financials Troubleshooter
Tips and Tricks
304C
M3
26515
Custom 1098-T Self-Service
Case Study
213A
M4
26720
Birds of a Feather Part #1 of 2
Panel Discussion
304C
M5
26330
Pay me now! Pre-pay to enroll.
Case Study
213A
M5
26735
The Negatives of Charges
Tips and Tricks
304C
M6
26512
Do Your Trees Make Sense
Tips and Tricks
304C
M6
26616
Online Billing and Parent/Guardian Access: I love it when a plan comes together Case Study
213A
T2
26324
Looking Forward Campus Solutions Student Financials
Oracle Vision
304C
T2
26009
Equation Convertor - New Tool to Create Equations
Tips and Tricks
304B
116
Sessions by Track
Time No.
Title
Session Type
Room
T3
26858
Return on Investment Case Studies-Campus Commerce
Vendor
209A
T4
26070
Financial Aid Waivers
Panel Discussion
213A
T4
26498
Equation Engine – SF Amount Equations and Adjustment Calendars
Tips and Tricks
304C
T5
26377
Prior Year Charges - Getting the $ From Here to There
Tips and Tricks
213A
T5
26522
Happily Ever After: How We Slayed the Student Refund Dragon Using Payroll in Tips and Tricks
CS9
304C
T6
26562
Birds of a Feather Part #2 of 2
Panel Discussion
304C
W2
26220
Unleashing the Power of Pop Select for Student Financials
Tips and Tricks
304C
W2
26415
Waiver Setup and Historic Data Changes – 3 Years in…
Case Study
213A
W2
26473
Tips and Tricks
304A
W3
26226
Auto selection and placement of students to a Payment Plan
Case Study
213A
W3
26476
Split Session: SF Nonresident Alien (NRA) Withholding AND New in CS 9.0:
Global Invoicing
Tips and Tricks
304C
Student Records
M2
26563
‘Have PeopleSoft Will Travel’-Overview of the custom ‘Study Abroad’
Functionality
Case Study
213B
M2
26581
How to avoid the 10 o’clock news - Getting Control of User Security
Case Study
304D
M3
26236
Pay as You Go Functionality for Non Credit Students
Case Study
304D
M3
26355
Campus Solutions Security - a functional overview
Oracle Application
213B
M4
26094
Automating the Intent to Graduate for both the students and the advisors
Tips and Tricks
213A
M4
26778
End of Term Processing Enhancements
Case Study
304D
M4
26822
Department Center - Distributed Scheduling to Departments
Case Study
213B
M5
26142
Living with Your Structure is REALLY an Art
Case Study
304D
M5
26776
Its 8:00 A.M., do you know who is in your classrooms?
Case Study
213B
M6
26738
Give me a “Big Mac” with my majors that are full-time with a specific GPA.
Case Study
303B
M6
26771
Early Alert! Letting Students Know You Are Concerned
Case Study
304D
T2
26270
Implementing Solutions for Continuous Entry/Exit Learning Models
Tips and Tricks
304D
T2
26561
Controlling New Programs & Plans = Herding Cats!?
Case Study
213B
T4
26177
On-line Change of Major
Oracle Application
213B
T4
26227
Student Records Birds of a Feather - Part I
Tips and Tricks
304D
T5
26112
Linking PeopleSoft to an Electronic Document Management System
Case Study
213B
T5
26825
Student Records Birds of a Feather - Part II
Panel Discussion
304D
T6
26222
ICal formatted Class and Final Exam Schedules for Students and Faculty
Oracle Application
213B
T6
26267
Gradebook - How It Works For Us
Case Study
303B
T6
26731
Academic Status Reports: Providing Feedback to Students Early and Often
Case Study
304D
W3
26167
Planning for and Completing a Successful Peoplesoft 8.9 Student Records
Conversion
Tips and Tricks
303B
Technical
M2
26024
Clusterware/RAC Demystified
Tips and Tricks
203B
M2
26055
Oracle University: PeopleTools, SOA, and Campus Solutions
Tips and Tricks
204B
M2
26564
PeopleSoft Meets the iPhone
Tips and Tricks
201D
M2
26716
Using Google Analytics With PeopleSoft - Year 2
Case Study
204C
M2
26759
Best Practice Tips for Your Upgrade to Oracle E-Business Suite R12
Tips and Tricks
206A
M3
26100
Virtually Refreshing: Virtualizing and Refreshing your PeopleSoft Environments
with VMWare
Case Study
203B
117
Sessions by Track
Time No.
Title
Session Type
M3
Bring Me My Documents! Incorporating ImageNow Document Retrieval into
PeopleSoft at UNT
Case Study
204C
26291
Room
M3
26373
PeopleTools Road Map Part I
Oracle Vision
204B
M3
26481
Testing & Automation: A Blue Print for Success
Tips and Tricks
204A
M3
26633
Get Principal Investigators the grants info they want - using Oracle Toplink, ADF Case Study
and JDeveloper
206A
M4
26040
Enterprise Portal 9.0 - Is it worth it?
Panel Discussion
203B
M4
26399
Tightly Integrating Non-PeopleSoft Technologies with PeopleSoft Batch
Processing
Tips and Tricks
204A
M4
26636
Web Services Using Component Interfaces and Application Packages at SFU
Case Study
201D
M4
26715
Integrating an AJAX Portal: Solutions for Academic Advising
Case Study
204C
M4
26892
PeopleTools Road Map Part II
Oracle Vision
204B
M5
26025
Plugging the Enterprise into OEM
Tips and Tricks
201D
M5
26093
Integration Broker Security PeopleTools 8.48/8.49
Oracle Application
203B
M5
26340
TAG Update/Meet the TAG
Panel Discussion
206B
M5
26366
PeopleTools Performance Tips and Tricks
Tips and Tricks
204B
M5
26369
Introduction to SOA and PeopleTools Web Services
Oracle Application
204A
M5
26402
Fusion for Mere Mortals: A Case Study
Case Study
204C
M5
26038
SOA in Campus Solutions, new services in 9.0
Oracle Application
210B
M5
26105
Purging data to maintain your PeopleSoft Database
Tips and Tricks
210A
M6
26145
Tuning PeopleSoft in an Oracle Environment
Tips and Tricks
204A
M6
26243
Putting the Service into SOA - Consuming WSDL’s in PeopleSoft
Case Study
203B
M6
26371
Building Advanced Web Services with PeopleTools
Tips and Tricks
204B
M6
26500
PeopleSoft HCM 9.0 Implementation - Real-time Integration Using SOA, Oracle
Middleware, Web Services
Case Study
204C
T2
26015
The Change Assistant (Setup, Tips and Tricks)
Tips and Tricks
204A
T2
26251
Redundancy, Load Balancing, and Failover - All Good Things to Have in Your
PeopleSoft Infrastructure
Tips and Tricks
203B
T2
26329
Tips on Providing CI-Based Web Service
Tips and Tricks
204C
T2
26367
PeopleSoft Application and Web Servers - A Deep Dive
Tips and Tricks
201D
Tips and Tricks
T2
26372
PeopleTools Tips and Techniques
T2
26288
Considering an EBS r12 Upgrade? SDSU shares their Oracle Financials upgrade Case Study
story
204B
206B
T3
26903
End of the Legacy Nightmare: Retiring the Mainframe for Good
Vendor
212A
T3
26908
The Users’ Perspective: Enterprise Document Management and Workflow with
Real PeopleSoft Integration
Vendor
202A
T3
26934
Vendor
201B
T4
26078
Introducing The Oracle Fusion Development Platform
Oracle Vision
204A
T4
26354
“Two for the Price of One” - Financials Upgrade in Conjunction with a Database
Platform Ch
Case Study
203B
T4
26370
PeopleTools Integration Broker and SOA Deep Dive
Tips and Tricks
204B
T4
26375
Web 2.0 in Your Enterprise: Collaboration Technology for Improved
Effectiveness and Efficiency
Tips and Tricks
204C
T4
26049
How Oracle’s NEW Data Hub offering and Master Data Management Supports
Higher Education
Oracle Application
210B
T5
26035
XML Transcripts: How to Make Them Work for You
Tips and Tricks
206B
T5
26342
Debugging Integration Broker Issues
Tips and Tricks
204C
T5
26374
PeopleTools - An Oracle Strategy Panel Discussion
Tips and Tricks
204B
118
Sessions by Track
Time No.
Title
Session Type
Room
T5
26535
LDAP Target Connecter: Undocumented PeopleSoft Enterprise Service Exposed Tips and Tricks
203B
T5
26756
eReconciliation at U of M--A Complex and Creative PeopleTools Development
Solution
Case Study
204A
T5
26417
Oracle eBusiness Suite PAG - Panel Discussion on Implementing/Upgrading to
EBS Release 12
Panel Discussion
206A
T5
26311
Using the PS tables to find what you want
Tips and Tricks
207C
T6
26351
Oracle Business Intelligence Enterprise Edition (OBIEE) - Under the Hood...
Case Study
204A
T6
26382
HELP! I’ve Fallen Under My Data and I Can’t Get Up!
Case Study
201D
T6
26413
Peopletools 8.50 Primer for Campus Solutions
Oracle Application
204B
T6
26461
UCF’s Transition of a Multi-Application Integration Broker Architecture to Tools
8.48+
Case Study
203B
Tips and Tricks
T6
26615
Tech Tips Your Mother Would Love
T6
26909
Meet the Experts - Birds of a Feather: Get Answers to your PeopleSoft Tech and Oracle Vision
Security Questions
204C
Ball E
T6
26806
Canadian Customizations for PeopleSoft Campus Solutions
Vendor
213A
W2
26365
PeopleSoft Enterprise Upgrades and Maintenance Strategies
Tips and Tricks
204C
W2
26534
PeopleCode Enhanced Logging Using Log4j
Tips and Tricks
204A
W2
26849
Migrating PeopleSoft Batch Interfaces (SQR/AppEngine) to Real Time using
Oracle SOA Suite
Case Study
203B
W2
26376
Peoplesoft Enterprise Reporting Road Map
Tips and Tricks
204B
W3
26031
Optimize the Performance of PeopleSoft Enterprise Applications
Tips and Tricks
204C
W3
26136
Deliver Sustainable Academic/Administrative Composite Apps with AIA
Oracle Vision
204B
W3
26549
Online Official Transcript Order System for Indiana University
Case Study
203B
W3
26609
Sign On Peoplecode: A Drilldown
Tips and Tricks
204A
Training & End User Support
M2
26171
Round it Up and Tie it Together: Bringing Order to your Applications and Training Tips and Tricks
205B
M2
26643
Avoiding Pinocchio: Getting Truthful Feedback to Improve your Training
Case Study
205A
M3
26123
University of Oxford’s use of the ITIL framework to optimize Service Delivery &
Service Support
Case Study
205A
M3
26168
Relationships 101: Establishing and Maintaining Customer Connections
Tips and Tricks
205B
M4
26457
What Budget Crunch? Growing a Help Desk Organically, with Little Time, Less
Money, and no Fertilizer
Case Study
205B
M4
26737
Personalized Support: MetaLink Becomes My Oracle Support
Oracle Vision
205A
M5
26428
Differences Between Oracle User Productivity Kit 2.7.x & 3.1.x & New
Capabilities Planned
Oracle Application
205B
M6
26026
PeopleSoft Training - A Cost Effective Approach
Panel Discussion
205A
M6
26119
Oracle Tutor: Master the Challenge of Documenting Your Company’s Business
Policies and Procedures
Oracle Application
205B
T2
26352
Administrative Documentation: Supplementing UPK Documentation for Internal
Administrative Users
Tips and Tricks
205B
T2
26783
Energizing Users through Blended Learning: Lifecycle Training with OnDemand
Resources
Case Study
205A
T3
26919
A Practical Approach to Learning Innovation
Vendor
203B
T4
26249
Productive Day One: UPK and Tutor Working Together
Oracle Vision
205B
T4
26648
Putting the People Back in PeopleSoft: Developing a Successful Training
Program
Tips and Tricks
205A
T5
26063
Beyond Online Help: Using UPK for Training, Documentation and
Communications
Case Study
205B
119
Sessions by Track
Time No.
Title
Session Type
Room
T5
26502
From Grumpy to Happy: Helping Faculty and Staff Get Onboard
Case Study
205A
T6
26327
The P2P Posse and Implementation of Procure to Pay at UCSF
Oracle Application
205B
T6
26638
Student Advisor Training Steps and Missteps
Tips and Tricks
205A
W2
26039
Developing a Made-to-Order Training Plan
Tips and Tricks
205A
W2
26248
Oracle User Productivity Kit (UPK): Accelerate User Adoption and Increase End- Oracle Application
user Productivity
205B
Vendor
M6
26331
ITIL for everyone - improve cost, productivity and quality!
Vendor
304B
T2
26902
Accelerated PeopleSoft Implementation using Smart (Bolt-On) Solutions at
Wesleyan University
Vendor
210D
T3
26051
Vendor
205A
T3
26183
Row Level Security and Workflow for PeopleSoft
Vendor
210D
T3
26290
Vendor
Ball B
T3
26524
Using ImageNow to Automate Key Higher Education Processes
Vendor
207B
T3
26746
Admissions Impossible - Building an Online Admissions Application with
PeopleSoft
Vendor
207C
T3
26829
Smarter, Faster, Better: The SOA Solution at WVU
Vendor
208A
T3
26847
Loyola University Case Study –Change Management Best Practices using
PeopleSoft Change Assista
Vendor
208B
T3
26858
Return on Investment Case Studies-Campus Commerce
Vendor
209A
T3
26889
Millions of Transfer Students; One Solution: The Transfer Evaluation System
(TES) from CollegeSource
Vendor
210A
T3
26890
The Next-Generation Unified Digital Campus
Vendor
210B
T3
26891
PeopleSoft Self Service 2.0 - Learn how to bring web 2.0 to self service
Vendor
210C
T3
26900
Managing the Perfect Storm: Campus Commerce and PCI
Vendor
205B
T3
26901
The Day After the Consultants Leave
Vendor
211A
T3
26903
End of the Legacy Nightmare: Retiring the Mainframe for Good
Vendor
212A
T3
26904
Driving Down Annual Support Costs: Understanding Releases and Support
Options for the Next Decade
Vendor
213A
T3
26905
Come Together: The Benefits of Integrating an End-to-End CRM System with
Oracle PeopleSoft
Vendor
213B
T3
26906
Employee Empowerment Through PeopleSoft: Using HCM 9.0
Vendor
213C
T3
26907
Workflow Finally Gets Easy - Build Setup-Based Routings with GT eForms 2.8
Vendor
213D
T3
26908
The Users’ Perspective: Enterprise Document Management and Workflow with
Real PeopleSoft Integration
Vendor
202A
T3
26910
Managing the risks of a PeopleSoft implementation at a research institution
Vendor
206B
T3
26911
PeopleSoft Exposed - Sinking Silos With SOA
Vendor
207A
T3
26912
Improving the Student Experience with Electronic Refund
Vendor
207D
T3
26913
A Single Source of Truth With Integrated, Open Data
Vendor
209B
T3
26914
Competency Management – The Foundation of Talent Management
Vendor
204A
T3
26915
Tips, Tricks and Tools to Improve PeopleSoft Upgrades
Vendor
204B
T3
26916
Security by Example
Vendor
204C
T3
26918
Investing in Systems for the Future: The Benefit of a Platform vs. Modular
Systems
Vendor
202B
T3
26919
A Practical Approach to Learning Innovation
Vendor
203B
T3
26920
Go Paperless From any Browser, any Platform, at Anytime
Vendor
201A
120
Sessions by Track
Time No.
Title
T3
Essentials of Test Data Management: Speed Application Development and Save Vendor
Storage Costs
304A
26925
Session Type
Room
T3
26926
Comprehensive Reporting and Analytics for Higher Ed
Vendor
304B
T3
26927
Go Beyond Imaging with Real-Time Integration between your Document
Management System and PeopleSoft
Vendor
303A
T3
26928
X25 Strategic Graphical Analysis
Vendor
304D
T3
26929
BPM and Software as a Service
Vendor
304C
T3
26930
Streamlining Admit Letters using XML Publisher and CommGen
Vendor
303D
T3
26931
iStrategy Data Warehouse for PeopleSoft: 90% out-of-the-box at 10% of the time Vendor
and cost!
211B
T3
26932
Enterprise Learning Management at State of Tennessee
Vendor
201C
T3
26933
Electronic Catalog and Item Management
Vendor
201D
T3
26934
Vendor
201B
T4
26303
Enhance your PeopleSoft Document Viewing
Vendor
210D
T5
26861
Standardizing and Streamlining System Integrations using Oracle Application
Vendor
210D
T6
26806
Canadian Customizations for PeopleSoft Campus Solutions
Vendor
213A
T6
26921
Smart UI for PeopleSoft
Vendor
210D
121
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Software © 2001-2009 eThority, Inc. eThority is a registered trademark of eThority, Inc. All referenced third-party trademarks are the property of their respective registrants.
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Don’t Miss Our 1K Gadget Giveaway!
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LOOK FOR
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...and for our vendor track
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TUESDAY, MARCH 24, 2009
11:10 am – 12:10 pm, Room 212A
Co-presented with City Colleges of Chicago.
Unparalleled PeopleSoft Expertise…
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Synch-Solutions is a leading management consulting and technology solutions firm with deep
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Entergy Building, 639 Loyola Avenue
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You’re Invited To Attend
Room#: 303A
Time: 11:10AM
Date: Tue, March 24
Session#: 26927
Booth: 122
Top-5 Strategies to Maximize Productivity Through
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One Solution. One Partner. One Result
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PeopleSoft Implementations and Upgrades
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February 28 - March 3, 2010
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Robust Dimensional Data Models • Rapid Deployment • Open Extensible Platform • Lowest TCO
Board of Directors
HEUG Board of Directors
President - Stan Jakubik
University System of Maryland
Term 2004-2007, 2007-2010
Exec. VP - Technology - Kari Branjord
University of Colorado
Term 2005-2008, 2008-2011
VP - External Relations/International Rep Hugh Barnes
University of Cambridge
Term 2007-2010
Past President - Paul Martin
University of Western Ontario
Term 2008-2009
2009 Conference Chair - Teresa Henson
University of Oklahoma Health Sciences Center
Term 2003-2006, 2006-2009
Past President - Thomas Scott
University of Wisconsin - Madison
Term 2000-2009
Executive Director - Lew Conner
The Higher Education User Group
VP - Products - David Baugh
University of Louisville
Term 2007-2010
VP - Communications - Steve Grantham
Boise State University
Term 2006-2009
Secretary - Carol Damron
DePaul University
Term 2004-2007, 2007-2010
Treasurer - Doug Roberts
Kentucky Comm. & Tech. College System
Term 2003-2006, 2006-2009
International Rep - Bruce Callow
Griffith University
Term 2007-2010
International Rep - Jim Cranston
Simon Fraser University
Term 2006-2009
Board Member - Victoria Janowiak
Grand Rapids Community College
Term 2008-2011
Board Member - Deborah Mero
University of Michigan
Term 2008-2011
International Rep - Jennifer Moesker
ROC van Twente
Term 2008-2011
Board Member - Ellen Raue
Fox Valley Technical College
Term 2008-2011
Conference Program Chair - Paula Russell
Binghamton University, SUNY
Term 2008-2009
Oracle Apps Rep - Frank Scobby
Southern Illinois University
Term 2008-2009
Board Member - Traci Sickinger
Palomar College
Term 2006-2009
Small College Rep - Ted Simpson
MICA
Term 2008-2009
FUN Board of Directors
Chair - Terry Hannan
Treasury Department - Departmental Office
Communications Chair - Catherine Conner
Department of Homeland Security
HRMS Strategy Coordinator - Supriya Kumar
Administrative Office of the US Courts
Tools and Technology Chair - Linda DeBerry
Treasury Department - Departmental Office
Web Page Manager - Lori Roane
US State Department
PSUG Board of Directors
President - Donald Jenkins
Jefferson County Public Schools
2010
President Elect - Donna Hildebrand
City of Chesapeake
2010
VP HRMS - Connie Guerrero
State of Kansas
2010
VP Financials - Gary Gould
Oakland County, Michigan
2009
VP Tools & Technology - Jim Welsh
State of Indiana
2009
VP Communications - Trisha Neely
State of Delaware
2009
Secretary/Treasurer - Cheryl Grey
State of Montana
2009
Past President, Member at Large - Kiely
Keane-Alt
San Diego County Water Authority
2010
Member at Large - Scott Blake
State of Indiana
2011
Member at Large - Christine Dennehy
City of Boston
2011
Member at Large - Patrice Steinhart
State of Tennessee
2011
Member at Large - Randy Morris
State of Montana
2011
129
Conference Organizers
Conference Chair
Terry Henson
Associate Vice President for
Administrative Affairs &
Chief Financial Officer
University of Oklahoma Health
Sciences Center
PAG Summit
Dave Baugh
University of Louisville
Traci Sickinger
Palomar College
Frank Scobby
Southern Illinois University
Program Chair
Paula Russell
Business Systems Operations
Coordinator
Binghamton University, SUNY
Assistant Program Chair
Clyde Morrell
Oracle/PeopleSoft Relationship
Manager
Brigham Young University
Doug Roberts
Director of Budget and Financial
Planning
Kentucky Comm. & Tech. College Sys
Assistant Exhibits Chair
Laurie Sullivan
Director, Student Information Systems
Indiana University
Executive Forum
Lew Conner,
HEUG Executive Director
Stan Jakubik
University System of Maryland
Barbara Reinwald
Metropolitan Community College
Karie Conklin
Southern Methodist University
Mick Holsclaw
Associate Vice Chancellor for IT
Los Rios Community College District
Barbara Reinwald
Senior Project Associate
Metropolitan Community CollegeKansas City
Mike Cole [email protected]
Procurement to Pay Chair
Jackie Creager [email protected]
Oracle Chair
Security & Audit Chair
Michael Ebbs [email protected]
Student Records Chair
Lisa Emery [email protected]
Oracle EBS Chair
Lynn Godfrey [email protected]
FUN Chair
Terry Hannan [email protected]
Public Sector Chair
Donna Hildebrand dhildebrand@
cityofchesapeake.net
Innovations Co-Chair
Victoria Janowiak [email protected]
Financial Aid Chair
Susan Jones [email protected]
Roxanne Crowley
Southern Methodist University
Budget Chair
Krista Khramov [email protected]
Academic Advisement Chair
Ross Leisten [email protected]
Michael Meister [email protected]
General Ledger Chair
Yessenia Mendoza-Tate [email protected].
edu
Conference Chair
Teresa Henson [email protected]
Program Chair
Paula Russell [email protected]
Clyde Morrell [email protected]
Contributor Relations Chair
Tom Abrell [email protected]
Admissions Chair
Jennifer Bayless [email protected]
Campus Community Chair
Janice Bazzani [email protected]
Grants, Contracts & Billing Chair
Susan Berry [email protected]
130
Gabrielle Bovenzi [email protected]
General Interest Chair
OSS Track Chair
Assistant Program Chair
Past Conference Chair
Student Financials Chair
Karan Glickman
University of Oklahoma Health
Sciences Center
2009 Alliance Track Chairs
Communications Chair
Mary-Ann Bloss [email protected]
Mary Dopart [email protected]
Show Office
Exhibits Chair
Pro. Mgmt & Life Cycle Chair
Innovations Co-Chair
Deborah Mero [email protected]
Vendor Chair
George Mulloy [email protected]
Reporting Chair
Julie Parmenter [email protected]
CRM Track Chair
Laurie Sullivan [email protected]
HRMS Chair
Teri Thorsen [email protected]
Technical Chair
Tina Thorstenson [email protected]
Training & End-User Support Chair
Rebecca Vilsack [email protected]
Hotel Location Map
BL .
MILES
0
H A R B OR
0.5
approx. 0.8 kilometers
1. Anaheim Marriott
BALL RD.
2. Disneyland Hotel
SA
4. Hilton Anaheim
A
NT
3. Disney's Paradise Pier
DISNEYLAND DR.
3
DISNEY’S CALIFORNIA
ADVENTURE PARK
.
WALNUT ST.
DOWNTOWN DISNEY
SHOPPING DISTRICT
E
AV
HARBOR BL.
THE DISNEYLAND
RESORT
2
6. Sheraton Park Hotel
R
AY TE
W ES
EE CH
FR MAN
5. Hyatt Regency OC
A
AN
DISNEYLAND
PARK
IM BL.
ANAHE
ANAHEIM HOTEL
LOCATOR MAP
LINCOLN BL.
DISNEY WY.
GARDENWALK
KATELLA AVE.
ANAHEIM
CONVENTION
CENTER
6
4
1
ORANGEWOOD AVE.
E
S
CHAPMAN AVE.
5
HARBOR BL.
W
WEST ST.
N
Hotels listed are approximately one mile or less from the convention center.
©2008 Anaheim/Orange County Visitor & Convention Bureau
GARDEN GROVE BL.
131
Conference Center Layout
132
Exhibits
ALLIANCE 2009
MARCH 24-25, 2009
ANAHEIM CONVENTION CENTER
HALL A
Exhibit Hall Layout
ROLL - UP DOOR
20' W. x 18' H
Dimension
10'x10'
10'x20'
20'x20'
30'x50'
FA
FA
Size
100
200
400
1,500
Totals:
40' W. x 24' H
ROLL - UP DOOR
TRUCK DOOR
FA
Qty
81
20
7
1
109
1
TRUCK DOOR
FA
FA
FA
E
E
E A/W
FA
BOOTH COUNT
Inventory as of 01/21/2009
NO SIGN HANGING
IN LOW CEILING AREA
HALL A
LB
FHC
REVISION DATE:
01/21/09 RPW
A/W
E
FHC
FA
BLDG. LEGEND:
E
= BUILDING COLUMN
= BUILDING COLUMN
= FLOOR DRAINS
EMERGENCY EXIT, DO NOT BLOCK
E
E A/W
A/W
FE
FH
FA
FS
SD
E
EP
FIRE EXTINGUISHER, DO NOT BLOCK
FIRE HOSE, DO NOT BLOCK
FIRE ALARM, DO NOT BLOCK
FIRE STROBE, 6'7" FROM GROUND, DO NOT BLOCK
SMOKE DETECTOR, DO NOT BLOCK
E
EP
K
L
EM
AI
S
SK
IO
CONCESSIONS - KEEP CLEAR
E
K
LIGHTING - METAL HALIDE, 100 FOOTCANDLES
Legend in A,B&C-Halls only
FA
main-truss - 10" wide
ribbon-truss - 7" wide
E
353
453
552
350
351
451
550
dead hang area only
250
251
248
249
348
349
449
548
246
247
346
347
447
546
245
344
345
445
544
644
E
144
EP
352
18'
18'
18'
650
651
648
649
646
647
E A/W
EP
142
242
243
140
240
241
343
443
542
849
18'
E
A/W
342
E
643
742
640
638
740
37'
126
435
332
432
433
532
533
231
330
430
431
530
531
A/W
227
20'
FHC
TEL.
EQUIP.
20'
326
SEATING
FA
MEN'S RESTROOM
DRINKING FOUNTAIN
50'
TELEPHONES
STAIRS
526
527
20'
20'
37'
E
30'
20'
E A/W
A/W
701
E
20'
20'
20'
18'
319
20'
419
718
ELEVATOR
FREIGHT ELEVATOR
ATM MACHINE
20'
15'
114
COFFEE STATION
0 10 20 30 40 50
DWG AS OF 01/21/09
20'
20'
COCKTAILS
CONCESSION AREA
714
E
20'
ESCALATOR
SCALE IN FEET:
DF
118
WOMEN'S RESTROOM
E
20'
DF
SEATING
18'
428
20'
E
122
dead hang area only
736
E
434
233
18'
20'
fire wall - wide
BAR
E A/W
130
i-beam - 6" wide
main-truss - 12" wide
ribbon-truss - 6" wide
642
30'
E
132
cross-beam - 12" wide
ii-beams - 6" wide
744
837
40'
136
134
Legend in D-Hall only
845
E
30'
138
748
SEATING
18'
146
A/W
SEATING
148
fire wall - wide
E
E A/W
ENTRANCE
CONCESSIONS - KEEP CLEAR
A/W
cross-beam - 14" wide
150
TEL.
EQUIP.
Water:
Halls A,B,C & D comes from designated co
Floor Load:
unlimited in all halls except hall D 250-350
E
L
E A/W
Compressed Air:
Halls A,B & C comes from ceiling
Hall D comes from designated columns
AI
M
E-
IO
SK
S
UTILITIES:
Electrical:
Halls A,B,C & D comes from ceiling
E
PUBLIC TRANSPORTATION
20'
A/W
WALKWAY TO FOOD AREA
FE
E A/W
FE
E
FE
110
18'
20'
22'
210
20'
311
30'
22'
20'
20'
18'
610
710
20'
20'
50'
REGISTRATION
E
E
106
FE
A/G/W
706
15'
20'
37'
104
20'
20'
305
18'
20'
20'
20'
18'
405
20'
20'
37'
505
FE
A/W E
E
FE
E A/W
100
704
20'
20'
E
E
FE
A/W
700
E
20'
FDV
FHC
DRAWING STARTED:
04/02/08 RPW
FILE PATH:
20'
J:\ACCOUNT EXECUTIVES\Meg Parks\Floorplans
35'
1
2
LOBBY
28'-10"
45'
FDV
FHC
110
OFFICE
109
OFFICE
108
STORAGE
STORAGE
111
STORAGE
106
STORAGE
105
TEL.
104
FDV
FHC
175315
ELEC.
FDV
FHC
FS
ENTRANCE
107
AED
ELEC.
ACCT. EXEC.:
ELEV.
MP
LOBBY
NOT TO SCALE
FE
FE
FS
FS
FS
FS
DISCLAIMER
FS
FS
FA
FA
HALL NAME:
ANAHEIM CONVENTION CENTER
JOB NUMBER:
FDV
FHC
PLASMA PLASMA PLASMA
112
FIRST
AID
DRAWING NAME:
0309 HEUG 2009.DWG
FA
FA
FA
FA
FA,FS
FA
FA
FA
FA
FE
EVERY EFFORT HAS BEEN MADE TO
ENSURE THE ACCURACY OF ALL
INFORMATION CONTAINED ON THIS
FLOORPLAN. HOWEVER NO WARRANTIES,
EITHER EXPRESSED OR IMPLIED ARE
MADE WITH RESPECT TO THIS FLOORPLAN.
IF THE LOCATION OF BUILDING COLUMNS,
UTILITIES OR OTHER ARCHITECTURAL
COMPONENTS OF THE FACILITY IS
A CONSIDERATION IN THE CONSTRUCTION
OR USAGE OF AN EXHIBIT, IT IS THE SOLE
RESPONSIBILITY OF THE EXHIBITOR TO
PHYSICALLY INSPECT THE FACILITY TO
VERIFY ALL DIMENSIONS AND LOCATIONS.
C
COPYRIGHT 2007, FREEMAN CO.
ALL RIGHTS RESERVED.
133
Exhibits
Exhibitor List – Booth Number
1
2
100
104
106
110
114
118
122
126
130
132
134
136
138
140
142
150
210
227
231
233
240
241
242
243
245
251
305
311
319
326
330
332
342
343
344
345
346
347
349
352
134
HEUG Booth
San Antonio, TX Booth
Hobsons
eThority
RWD Technologies, LLC
Embark
ImageNow by Perceptive Software
Metaformers, Inc.
Hershey Systems, Inc.
iStrategy
Official Payments
Ad Astra Information Systems
National Student Clearinghouse
Knowledge Services
Adirondak Solutions, Inc.
ELM Resources
LogicGate, LLC
EMS Consulting-Intelligent Choas
SkyBridge Global, inc.
Kaba Workforce Solutions
RMS
MAXIMUS, Inc.
Experien QAS
TUSC
IntraSee
Higher One
Regent
Oracle
Hyland Software
I/o Consulting, Inc.
SCRIP-SAFE
IBM
IBM
CherryRoad Technologies, Inc.
Quilogy, Inc.
Oracular
Phire, Inc.
College Scheduler
Sun MicroSystems
353
405
419
428
430
431
432
433
434
435
443
445
447
453
505
526
527
530
531
532
533
542
544
546
552
610
638
640
642
643
644
650
700
701
704
706
710
714
718
736
740
Runner Technologies, Inc.
CIBER
Rimini Street
Phytorion
CollegeNet, Inc.
CollegeSource, Inc.
Infosilem, Inc.
Northrop Grumman
Northrop Grumman
Nelnet Business Solutions
Sallie Mae Business Office Solutions
APEX IT
UNICON
TouchNet Information Systems
ERP Analysts
CedarCrestone
The Hackett Group
CASHNET
Accenture
Dean Evans & Associates
SciQuest, Inc.
CampusDocs, Inc.
Nolij Corporation
LumenData, inc.
The Cansler Group
redLantern-A Tradition of Miami
University
S. Dunson Consulting, LLC
UC4 Software
Cajana
Smart ERP Solutions, Inc.
Quest Software
Remy Corporation
Synch-Solutions
Deloitte
Huron Consulting Group
Higher Technology Solutions
Marevick Solutions
Exeter Group
742
744
837
849
TransAmerica Training Management
HighPoint Technology Solutions
SterRez, Inc.
Signature Consultants, LLC
Exhibits
Exhibitor List – Alphabetical
Accenture
EMS Consulting-Intelligent Choas
Infosilem, Inc.
Ad Astra Information Systems
ERP Analysts
IntraSee
Adirondak Solutions, Inc.
eThority
iStrategy
APEX IT
Exeter Group
Kaba Workforce Solutions
Cajana
Experien QAS
Knowledge Services
CampusDocs, Inc.
LogicGate, LLC
CASHNET
Hershey Systems, Inc.
LumenData, inc.
CedarCrestone
HEUG Booth
Marevick Solutions
CherryRoad Technologies, Inc.
Higher One
MAXIMUS, Inc.
CIBER
Higher Technology Solutions
Metaformers, Inc.
College Scheduler
HighPoint Technology Solutions
CollegeNet, Inc.
Hobsons
National Student Clearinghouse
CollegeSource, Inc.
Huron Consulting Group
Dean Evans & Associates
Hyland Software
Deloitte
I/o Consulting, Inc.
Nolij Corporation
ELM Resources
IBM
Northrop Grumman
Embark
ImageNow by Perceptive Software
Official Payments
www.accenture.com
Booth: 533
www.aais.com
Booth: 134
www.adirondacksolutions.com
Booth: 140
www.apexit.com
Booth: 447
www.cajana.com
Booth: 650
www.campusdocs.com
Booth: 552
www.cashnet.com
Booth: 532
www.cedarcrestone.com
Booth: 527
www.cherryroad.com
Booth: 344
www.ciber.com
Booth: 405
www.collegescheduler.com
Booth: 349
www.corp.collegenet.com
Booth: 431
www.collegesource.com
Booth: 432
www.dea.com
Booth: 544
www.deloitte.ca
Booth: 710
www.elmresources.com
Booth: 142
www.embark.com
Booth: 110
www.consultems.com
Booth: 210
www.erpanalysts.com
Booth: 526
www.ethority.com
Booth: 104
www.exeter.com
Booth: 740
www.qas.com/us
Booth: 242
www.gideontaylor.com
Booth: 531
www.hershey.com
Booth: 122
www.heug,org
Booth: 1
www.higherone.com
Booth: 251
www.htsglobal.com
Booth: 718
www.highpointtech.net
Booth: 744
www.hobsons.com
Booth: 100
www.huronconsultinggroup.com
Booth: 714
www.onbase.com/education
Booth: 319
www.io-consulting.com
Booth: 326
www.ibm.com
Booth: 342/343
www.imagenow.com
Booth: 114
www.infosilem.com
Booth: 433
www.intrasee.com
Booth: 245
www.istrategysolutions.com
Booth: 126
www.kaba-benzing.com
Booth: 231
www.knowledgeservices.com
Booth: 138
www.emplid.com
Booth: 150
www.lumendata.com
Booth: 638
www.mavericksolutions.net
Booth: 736
www.maximus.com
Booth: 240
www.metaformers.com
Booth: 118
www.mis-inc.net
Booth: 330
www.studentclearinghouse.org
Booth: 136
www.navmp.com
Booth: 241
www.nelnetbusinesssolutions.com
Booth: 443, 542
www.nolij.com
Booth: 610
www.northropgrumman.com
Booth: 434/435
www.officialpayments.com
Booth: 132
135
Exhibits
Oracle
SCRIP-SAFE
Oracular
Signature Consultants, LLC
Phire, Inc.
SkyBridge Global, inc.
Phytorion
Smart ERP Solutions, Inc.
Quest Software
SterRez, Inc.
Quilogy, Inc.
Sun MicroSystems
redLantern-A Tradition of Miami University
SunGard Higher Education
Regent
Synch-Solutions
Remy Corporation
The Cansler Group
Rimini Street
The Hackett Group
RMS
Runner Technologies, Inc.
TouchNet Information Systems
RWD Technologies, LLC
TransAmerica Training Management
S. Dunson Consulting, LLC
TUSC
Sallie Mae Business Office Solutions
UC4 Software
San Antonio, TX Booth
UNICON
SciQuest, Inc.
www.oracle.com
Booth: 311
www.oracular.com
Booth: 346
www.phire-soft.com
Booth: 347
www.phytorion.com
Booth: 428
www.quest.com
Booth: 701
www.quilogy.com
Booth: 345
www.redlanternu.com
Booth: 642
www.regenteducation.com
Booth: 305
www.remycorp.com
Booth: 704
www.riministreet.com
Booth: 419
www.rms-inc.com
Booth: 233
www.runnertechnologies.com
Booth: 353
www.rwd.com
Booth: 106
www.sdunson.com
Booth: 643
www.salliemae.com
Booth: 445
www.visitsanantonio.com
Booth: 2
www.sciquest.com
Booth: 546
136
www.scrip-safe.com
Booth: 332
www.sigconsult.com
Booth: 849
www.skybridgeglobal.com
Booth: 227
www.smarterp.com
Booth: 700
www.starrez.com
Booth: 837
www.sun.com
Booth: 352
www.sungardhe.com
Booth: no booth
www.synch-solutions.com
Booth: 706
www.canslergroup.com
Booth: 640
www.thehackettgroup.com
Booth: 530
www.timecruiser.com
Booth: 430
www.touchnet.com
Booth: 505
www.tamtraining.com
Booth: 742
www.tusc.com
Booth: 243
www.uc4.com
Booth: 644
www.unicon.net
Booth: 453
www.windstar.com
Booth: 130
At the junction of cAmpus commerce And eAse
you’ll find Nelnet Business Solutions.
As A registered systems integrAtor in the orAcle pArtner network,
Nelnet Business Solutions is your experienced and comprehensive campus commerce provider.
to leArn more, Visit us At Booths 443 And 542.
eBilling & ePayment
|
Tuition Payment Plans
|
Refunds
|
Commerce Management
|
Cashiering
|
Pending Aid
www.campuscommerce.com
|
866.315.1270
© 2009 IBM Corporation. All Rights Reserved
IBM, the IBM logo, Cognos and Optim are trademarks or registered trademarks of the IBM Corporation in the
United States, other countries or both. All other company or product names are trademarks or registered
trademarks of their respective owners.
T H E R E L AT I O N S H I P O F P E R S O N T O P L A C E
I S O N E O F T H E Q U I E T E S T, Y E T M O S T P R O F O U N D .
Along the river, it can be quite deep.
Walk right up and shake hands with
history. The story of the Alamo is the
story of San Antonio. It is a story of
heritage and honor, of pride and passion.
At the heart of the Alamo, a fitting guardian,
Director David Stewart, has family roots in
Texas that reach back to the 1800s and a sense
of honor that reaches even deeper. To him, the
history is vivid and alive within these hallowed
walls. On the storied grounds of the Alamo,
along the Mission Trail and on the banks of
the River Walk, history will speak to you.
Deep. In the heart.
©2009 by San Antonio Convention & Visitors Bureau.
V I S I T S A N A N T O N I O . C O M
Save the Date for Alliance 2010
•
8 0 0 - T H E
Feb r u a r y 2 8 - M a rch 3 , 2 0 1 0
A L A M O
•
San Antonio, TX

March 22-25, 2009

Transcription

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