1. New System for Funding & Payment Processing

2. Content Background Key Elements High Level Scoping (phase 1) Requirements Gathering(phase 2) Key issues for consideration Training Provider Views

3. Background Moving from old to new technology Chance to reshape accompanying processes –To address long-standing issues – e.g. reporting, payments etc Seizing the Opportunity

4. Key elements include Single, web-enabled administrative system –for all SDS training programmes and incentives –Joined up reporting to update customer journey records –SDS better informed on all programme usage and outcomes Increased automation enabling –Greater focus on value-add activities –Improved validation of starts and payments Modern, cloud-based MS dynamics platform –Robust system with minimal down-time –using latest MS software –Ability to make changes easily in line with policy Provider accessed reports

5. High Level Scoping (Phase 1) Internal Consultation Multiple workshops held External Consultation Training Providers workshop held

6. Requirements Gathering (Phase 2) Agile & Iterative approach Phased by programme Segmented by activity

7. MS Dynamics Out of the box Stable, tried-and-tested software platform: $10bn annual R&D budget 4m users worldwide 40,000 deployments worldwide Ready-made web-based user interface: Online menus easy to navigate Quick access to various options Power users can customise views and forms Benefits vs. Custom Code Changes in the business logic can be performed by people who are not developers

8. MS Dynamics Out of the box Customise dashboards with the metrics and information you value the most Ability to switch between dashboards Dashboards offer users the ability to: –drill down into sub-data –modify the layout –in-line data visualisation (visualise data through intelligent charts and graphs) ‘

9. Training Provider views Registrations Claims & Payment Processing Reports Provider Training Requirements

10. Key areas for consideration (for Registrations & Claims) In reshaping validation Starts (Registrations) Data integrity issues –Need for Independent verification Time consuming Lack of identification by MA as participating –And of public funding support Payments –As above –Claims out of sequence with paperwork requirements Current plans: –Proof of concept pilot re MA validation –Opportunity to feed in to requirements

11. Key areas for consideration Reporting –The type of information that would assist you in the management of the programme Training –Potential training needs and how these might be met. –Take in to account the numbers, geographic spread across Scotland and the format this might take.

12. Next Steps Information from STF session will be collated & reviewed alongside information from today’s workshop Ongoing updates communicated via Training Provider newsletter Date for next Training Provider working group meeting will be agreed and communicated via e-mail