1. UKOUG Education & Research Review Project Manager: Faye Wood

2. UKOUG Education & Research Review Reasoning & Aims UKOUG Education & Research ReviewPage 2 This review is being conducted to investigate the reasons behind the decline of the events. Its aim is to create a sustainable commercial and logistical concept for the future. Initial input has been received from: Graham Spicer – UKOUG Commercial Director Lisa Dobson – UKOUG Vice President Steve Smith – UKOUG Accountable Council Member and Education & Research SIG Deputy Chair Author: Faye Wood – UKOUG Education & Research Project Manager Faye Wood

3. UKOUG Education & Research History UKOUG Education & Research ReviewPage 3 Formed before the PeopleSoft acquisition to initially cater for those institutions using Oracle Student System (OSS) and Financials applications within Oracle E-Business Suite. Since then Oracle have announced that PeopleSoft Campus Solutions is their strategic student system, and OSS is effectively end-of-life. The Education & Research SIG still sits under the E-Business Suite community, and aims to ensure a close working relationship both between Oracle and the User Group and between the individual members themselves. The SIG should also act as a platform to discuss short and long term requirements of the sector and how the group can work collaboratively with Oracle to maximise the benefits of your investment in Oracle. The Education and Research SIG is an industry focus group open to all Education and Research organisations in the UK to provide a forum for information sharing and experience among Higher Education customers who use Oracle Applications, Reporting Tools or Oracle Middleware/Database technology. Events for this group include: Education & Research SIGs, Public Sector combined event and UK Oracle User Group Conference. Education & Research committee: Chair - Karen Mace, University of Derby Deputy - Steve Smith, University of Cambridge Deputy - Mike Haward, University College London Deputy - Steve Dashfield, University of Derby Oracle Liaison - Michael Donohoe UKOUG Project Manager - Faye Wood Faye Wood

4. UKOUG Education & Research Statistics UKOUG Education & Research ReviewPage 4 Approx. 165 HE institutions within the UK Approx. 143 institutions use Oracle behind a 3 rd party Approx. 7 institutions using PeopleSoft 200 HE institutions list on UKOUG member database* 43 of which are listed as active members** UKOUG aims to run 2/3 Education & Research events per year *Includes possible duplicates & multiple memberships **Organisations with current and up to date memberships Faye Wood

5. UKOUG Education & Research ReviewPage 5 Faye Wood Delegate Attendance

6. Notes for Education & Research Conference Call UKOUG Education & Research ReviewPage 6 Date: Friday 27 th July 2012 Present on call: Faye Wood – UKOUG Project Manager Graham Spicer – UKOUG Commercial Director Lisa Dobson – UKOUG Vice President Steve Smith – UKOUG Accountable Council Member and E&R Deputy Chair Purpose of the call About rebranding and reenergizing the events not culling them Part of the ongoing assessment of event offerings Follows on from Committee & UKOUG Council discussions How Higher Education fits in going forward? What is the best focus for Education & Research? For example what is the role of Big Data within Higher Education? Faye Wood

7. Notes for Education & Research Conference Call UKOUG Education & Research ReviewPage 7 UKOUG Education & Research in its current format suffers from high levels of overlap with similar events. Set against overall low attendance, Financials/Student streams get 50% of attendees each, Tech stream really struggling (often just the SIG deputy chairs!) Education & Research is a Community not a SIG Could PeopleSoft contain a Higher Education stream? Could Higher Education go into Annual Conference? Is the Committee to narrow focused in its remit of knowledge and experience? Financials / Student Services only – what about Reporting, Development, Middleware, Database? Could we look for new committee members to assist in broadening the focus and material considered? Should we look for partnership options with more established Higher Education events? Should we look to replicate other formats? Conference type events over multiple days Multiple streams; E-Business, PeopleSoft, Tech, Business Intelligence Increased inclusion of 3 rd parties Faye Wood

8. Overview of HEUG – The Higher Education User Group UKOUG Education & Research ReviewPage 8 International Organisation specialising in Higher Education User group operations similar to UKOUG Wide range of institutions including public and private sector Alliances with PSUG (Public Sector User Group) and FUN (Federal Users Network) Seat on the Oracle Strategy Council Receive Oracle referral with license purchases High sponsorship levels 2012 EMEA Conference in London on the 16 th -17 th October Geographically covers Europe, Middle East and Africa 2 day event Focus on PeopleSoft and Oracle SUN technologies Executive Forum Multi streamed; BI, Finance, CRM, Student, HCM Chargeable event, approx. £204 for a non member High number of Oracle Strategists present. Faye Wood

9. Overview of the UCISA – University and Colleges Information Systems Association UKOUG Education & Research ReviewPage 9 Represents the majority of major UK universities, Higher Education Colleges and a growing number of further education colleges, other educational institutions and commercial organisations. Primary focus on the Higher Education Sector but covers all sectors Wide range of institutions including public and private sector Groups in relation to job role and product Offers consultation Executive Groups SIGs as well as Courses UCISA 2013 in Liverpool on the 13th-15 th March 3 day event Multi streamed; Our Business, Our Service, Our Future Chargeable event, £650 for a non member all inclusive 3 day residential rate Faye Wood

10. About UKOUG UKOUG exists to serve the Oracle community in the UK and Ireland. We act as a focal point for sharing knowledge about Oracle applications, technologies, tools and developments and, as an independent, not for profit membership organisation, represent the views of users and partners to Oracle. © Copyright 2011 UKOUG Contact User Group House 591-593 Kingston Road Wimbledon London SW20 8SA T: +44 (0)20 8545 9670 F: 0870 9000 335 W: www.ukoug.org