Presentation is loading. Please wait.

Presentation is loading. Please wait.

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

Similar presentations


Presentation on theme: "Smart Planner: No More Gambling When it Comes to Planning Your Schedule Session #33491 March 10 th, 2014."— Presentation transcript:

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

2 Heather JepsenHeather Jepsen 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.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 AndersonAshlee 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 InstructionOver 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 AdamsPattie 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.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 YampolTodd Yampol Co-Creator of Smart Planner. The Burgundy Group, Director & Senior Technical Consultant. Over 11 years of PeopleSoft technical experienceCo-Creator of Smart Planner. The Burgundy Group, Director & Senior Technical Consultant. Over 11 years of PeopleSoft technical experience Your Presenters

3 The University of Arizona A public research universityA public research university Located in Tucson, AZLocated in Tucson, AZ Founded in 1885Founded in ,621 Enrolled for Fall ,621 Enrolled for Fall ,670 Undergraduates31,670 Undergraduates 8,951 Graduate & Professional8,951 Graduate & Professional Campus Solutions 9.0Campus Solutions 9.0 PeopleTools PeopleTools Bundle 31 (32 going in this week)Bundle 31 (32 going in this week) Internally branded as “UAccess”Internally branded as “UAccess”

4 Boise State University A public research universityA public research university Located in Boise, IDLocated in Boise, ID Founded in 1932Founded in ,678 Enrolled through on- campus and distance education programs26,678 Enrolled through on- campus and distance education programs Campus Solutions 9.0Campus Solutions 9.0 PeopleTools 8.51PeopleTools 8.51 Bundle 32Bundle 32 Internally branded as eAdvising and Degree Tracker planning toolInternally branded as eAdvising and Degree Tracker planning tool

5 The Burgundy Group A specialized PeopleSoft & Oracle consulting firmA specialized PeopleSoft & Oracle consulting firm Application DevelopmentApplication Development ConsultingConsulting Managed ServicesManaged Services Clients: Higher education institutions and large corporations worldwideClients: Higher education institutions and large corporations worldwide In business over 10 yearsIn business over 10 years Based in Mesa, ArizonaBased 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% higher education 100% Oracle focus 100% Oracle focus 100% customer success 100% customer success Areas of expertise include: Campus Solutions Campus Solutions Oracle PeopleSoft Applications Oracle PeopleSoft Applications Oracle Higher Education Cloud Applications Oracle Higher Education Cloud Applications

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

8 Smart Planner

9 Bolt-on enhancement to PS Academic AdvisingBolt-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)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 screensUser-friendly self-service screens Shopping-style course selectionShopping-style course selection Drag-and-drop to re-arrange coursesDrag-and-drop to re-arrange courses Powerful administrative screens and processesPowerful administrative screens and processes What is the Smart Planner?

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

11 Heather Jepsen, University of Arizona Demo

12 Ashlee Anderson, Boise State University Smart Planner Benefits

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

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

15 Ability to have electronic record of the plan that is always accessibleAbility to have electronic record of the plan that is always accessible Same view for students and advisorsSame view for students and advisors More efficient communication of requirements to studentsMore 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.”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.” Benefits for Advisors

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

17 Pattie Adams, io-Consulting Functional Overview

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

19 Functional Implementation Prepare system for Smart Planner Setup, Loader, EnginePrepare system for Smart Planner Setup, Loader, Engine Handful of bolt-on setup tables (most one time setup)Handful of bolt-on setup tables (most one time setup) Gather/Create typical major sequenceGather/Create typical major sequence Using typical sequence-create a requirement for every major (average of 5hrs per major)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)Academic Advisement Delivered Setup Tables (Main Menu>Academic Advisement>Academic Requirements) Added 2 new bolt-on tabsAdded 2 new bolt-on tabs 2 configuration reports2 configuration reports

20 Todd Yampol, The Burgundy Group Technical Overview

21 What is it? 99% pure bolt-on – easy to maintain!99% pure bolt-on – easy to maintain! App Designer Objects1200+ App Designer Objects 15 delivered objects modified15 delivered objects modified Main ComponentsMain Components 12 administrative screens & processes12 administrative screens & processes 15 self-service screens15 self-service screens Smart Planner EngineSmart Planner Engine Efficient: Engine usually takes 2-3 secondsEfficient: Engine usually takes 2-3 seconds Re-use delivered functionality wherever possibleRe-use delivered functionality wherever possible

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

23 UA: 2 years to createUA: 2 years to create BSU: 4-6 months to implement & enhanceBSU: 4-6 months to implement & enhance 2 months to install, adapt, generalize2 months to install, adapt, generalize 2 months to implement enhancements2 months to implement enhancements 2 months of part-time assistance2 months of part-time assistance Additional enhancementsAdditional enhancements Issue resolutionIssue resolution Assist with migrationsAssist with migrations CSU: basic installation took a few weeksCSU: basic installation took a few weeks Technical timeline will depend on enhancementsTechnical timeline will depend on enhancements How long does it take? (tech only!)

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

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

26 Questions?

27 Heather JepsenHeather Jepsen Business Analyst, Degree Search/Smart PlannerBusiness Analyst, Degree Search/Smart Planner University Information Technology ServicesUniversity Information Technology Services The University of ArizonaThe University of Arizona Ashlee AndersonAshlee Anderson Project Lead, eAdvisingProject Lead, eAdvising University Enterprise Roadmap, eAdvisingUniversity Enterprise Roadmap, eAdvising Boise State UniversityBoise State University Pattie AdamsPattie Adams Senior ConsultantSenior Consultant io Consultingio Consulting consulting.com consulting.com Todd YampolTodd Yampol Director and Senior Technical ConsultantDirector and Senior Technical Consultant The Burgundy GroupThe Burgundy Group Contacts

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

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)


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

Similar presentations


Ads by Google