1. Smart Planner: No More Gambling When it Comes to Planning Your Schedule
Session #33491
March 10th, 2014

2. Your Presenters Heather Jepsen Ashlee Anderson Pattie Adams
Worked on Smart Planner/Degree Search for the past three years. Academic Advisor, at the University of Arizona (UA), for five years prior to working on the Smart Planner. B.S. in Agricultural Technology Management, M.S. in Agricultural Education, from the UA.
Ashlee Anderson
Over 12 years advising experience. Working with eAdvising/Degree Tracker for its first year. B.A. in Business Administration and M.Ed. in Curriculum and Instruction
Pattie Adams
Co-Creator of Smart Planner, io-Consulting.15 years hands-on experience with PeopleSoft Student Administration software. Robust functional area expertise in Academic Advisement Module.
Todd Yampol
Co-Creator of Smart Planner. The Burgundy Group, Director & Senior Technical Consultant. Over 11 years of PeopleSoft technical experience

3. The University of Arizona
A public research university
Located in Tucson, AZ
Founded in 1885
40,621 Enrolled for Fall 2013
31,670 Undergraduates
8,951 Graduate & Professional
Campus Solutions 9.0
PeopleTools
Bundle 31 (32 going in this week)
Internally branded as “UAccess”

4. Boise State University
A public research university
Located in Boise, ID
Founded in 1932
26,678 Enrolled through on-campus and distance education programs
Campus Solutions 9.0
PeopleTools 8.51
Bundle 32
Internally branded as eAdvising and Degree Tracker planning tool

5. The Burgundy Group A specialized PeopleSoft & Oracle consulting firm
Application Development
Consulting
Managed Services
Clients: Higher education institutions and large corporations worldwide
In business over 10 years
Based in Mesa, Arizona

6. io Consulting
We help universities maximize and protect their investments in Oracle applications. Io Consulting is the only firm focused exclusively on Oracle applications for higher education. • 100% higher education • 100% Oracle focus • 100% customer success Areas of expertise include: • Campus Solutions • Oracle PeopleSoft Applications • Oracle Higher Education Cloud Applications

7. Learning Objectives
Learn about new tool for recruiting, increasing retention and graduation rates
Experience a new user friendly planner for Advisors and Students
Learn about a successful case study of implementing a bolt-on, and adapting it to another university

8. Smart Planner

9. What is the Smart Planner?
Bolt-on enhancement to PS Academic Advising
The Smart Planner Engine uses advanced algorithms to generate personalized multi-term degree plans, based on each student’s progress in their major(s) and/or minor(s)
User-friendly self-service screens
Shopping-style course selection
Drag-and-drop to re-arrange courses
Powerful administrative screens and processes

10. A Brief History of the Smart Planner
Developed at UA from May 2011 – June 2013
Team of 5-10 (functional, technical, management)
Created by advisors for advisors
Live for undergraduate majors since mid-2012
Implemented at BSU from July 2013 – Spring 2014
First majors went live in about 3 months (Oct 2013)
Already live for majority of undergraduate majors
UA & BSU rolled out majors college-by-college
UA Smart Planner (SP) = BSU Degree Tracker (DT)

11. Heather Jepsen, University of Arizona
Demo
Heather Jepsen, University of Arizona

12. Smart Planner Benefits
Ashlee Anderson, Boise State University

13. Benefits for Students
Individualized degree plan based on all requirements completed, in progress, and planned
Timeline to graduation is set by the student
More efficient communication with academic advisor(s)
Enroll from My Planner, using delivered screens
Intuitive tool with dynamic features, user-friendly navigation

14. Benefits for University Administrators
Predict enrollment demand for courses
Intervention reporting
Proactive outreach to students
Identify gateway courses critical to programs
Standardized format for advising students, from orientation to graduation

15. Benefits for Advisors
Ability to have electronic record of the plan that is always accessible
Same view for students and advisors
More efficient communication of requirements to students
Advising meetings allow for student and career development “Smart Planner allows the student to take initiative and understand not only their degree requirements, but how it looks for them tentatively scheduled over their academic career.”

16. Implementing Smart Planner
Clean-up process for all curriculum
Major plans vs. catalog vs. PS Advisement Report
Scheduled offerings of courses
Include advising groups for feedback
Brings all resources into one place
Emphasize this is a planning tool
Anticipate managing changes

17. Pattie Adams, io-Consulting
Functional Overview
Pattie Adams, io-Consulting

18. Functional Goal
Making smart individualized term by term suggestions of requirements for all students

19. Functional Implementation
Prepare system for Smart Planner Setup, Loader, Engine
Handful of bolt-on setup tables (most one time setup)
Gather/Create typical major sequence
Using typical sequence-create a requirement for every major (average of 5hrs per major)
Academic Advisement Delivered Setup Tables (Main Menu>Academic Advisement>Academic Requirements)
Added 2 new bolt-on tabs
2 configuration reports

20. Todd Yampol, The Burgundy Group
Technical Overview
Todd Yampol, The Burgundy Group

21. What is it? 99% pure bolt-on – easy to maintain!
1200+ App Designer Objects
15 delivered objects modified
Main Components
12 administrative screens & processes
15 self-service screens
Smart Planner Engine
Efficient: Engine usually takes 2-3 seconds
Re-use delivered functionality wherever possible

22. Smart Planner Rules & Sequence
How does it work?
Smart Planner Rules & Sequence
Student Data
Advising Report
Smart Planner Results
Smart Planner Engine
Smart Planner Report
PeopleSoft Delivered
“My Planner”
Course Catalog
Schedule of Classes

23. How long does it take? (tech only!)
UA: 2 years to create
BSU: 4-6 months to implement & enhance
2 months to install, adapt, generalize
2 months to implement enhancements
2 months of part-time assistance
Additional enhancements
Issue resolution
Assist with migrations
CSU: basic installation took a few weeks
Technical timeline will depend on enhancements

24. Smart Planner Webinar
For a longer version of today’s presentation, check out the archived webinar from February 12, 2014

25. Smart Planner 2.0 Webinar Smart Planner 2.0 & Slides
(requires HEUG login)

26. Questions?

27. Contacts Heather Jepsen Pattie Adams
Business Analyst, Degree Search/Smart Planner
Senior Consultant
io Consulting
University Information Technology Services
The University of Arizona
Todd Yampol
Director and Senior Technical Consultant
Ashlee Anderson
Project Lead, eAdvising
The Burgundy Group
University Enterprise Roadmap, eAdvising
Boise State University

28. Presentations from previous meetings are also available
This presentation and all Alliance 2014 presentations are available for download from the Conference site at
Presentations from previous meetings are also available

29. Screen Shots of the Smart Planner

30. Smart Planner Main Page (1)

31. Smart Planner Main Page (2)

32. Edit Preferences

33. Arrange My Plan

34. Smart Planner Report (1)

35. Smart Planner Report (2)

36. Overview (1)

37. What-If Report (1)

38. What-If Report (2)

39. What-If Report (3)