1. Driving Client Efficiency via IData Partnership
June 26, 2017

2. Forward-Looking Statement Product roadmaps and similar marketing materials should be considered forward-looking and subject to future change at Regent’s discretion. Future functionality, features, or enhancements as shown are Regent's current projections of the product direction, but are not specific commitments or obligations. Any decisions to purchase should not be made based upon such forward-looking statements. Proprietary & Confidentiality This material contains information that is confidential and proprietary to Regent. Recipient may not distribute, copy, or repeat information in this document.

3. Denis Khazan Jess Critchlow Chief Technology Officer Regent Education
Director of System Integration Sales
IData

4. Regent Product Themes Productivity Compliance Integration Mobility
Quality
Student Experience
Retention
Mobility
Sophisticated automation frees staff from manual calculations and repackaging tasks, allowing them to engage more effectively with students.
Productivity
Ongoing collaboration with the Department of Education and other entities ensures awarding and processing in accordance with a complex regulatory environment.
Compliance
Comprehensive data flow within the institution supports up to the minute financial aid eligibility determinations and prompt electronic processing to and with other institutional stakeholders.
Integration
Extending Student Experience to mobile devices for both data, status, and communication
Mobility
Ease of engagement, information access, and financial aid task accomplishment supports student access to learning.
Student Experience
Productive engagement facilitates affordability and financial support toward student success.
Retention / Analytics
More stable and predictable product releases continue to reduce the overall support and operational costs of financial aid management.
Quality

5. Agenda Overview of IData/Regent Partnership
IData: Introduction and Capability Overview
Taking Advantage of the Regent/IData Partnership
Questions & Answers

6. Agenda Overview of IData/Regent Partnership
IData: Introduction and Capability Overview
Taking Advantage of the Regent/IData Partnership
Questions & Answers

7. Current State of Integration: Involves Multiple People & Multiple Steps
SBL
SIS/ERP
EST IA
CCM
Homegrown
Etc.
managed & maintained by:
managed & maintained by:
Regent
Institution’s IT
& FA/Biz

8. Looking to Simplify Integration?
SIS/ERP
Data
Data
Homegrown
A solution that streamlines data integration will:
Reduces time and cost
Creates more accurate and effective integration

9. IData Simplifies the Integration Process
SIS/ERP
Web
Services
or Batch
IDataHub
ERP
Connectors
Homegrown
IData & Regent
IData and Regent are partnering to bring a Regent-specific connector to the IData Hub to drive ease of integration -- both in-bound and out-bound -- to Regent clients.

10. IData Partnership Promotes Client Efficiency
Accelerate implementations & upgrades
Minimizes resource time both in implementation and ongoing maintenance
Improves quality
Lower overall cost-of-ownership
Maximizes your investment
Offers ability to re-allocate saved resource time towards higher value efforts

11. IData is the Leading Integration Provider
System
Integration
IData provides the leading conduit for bi-directional, integration management for all major SIS systems and their related solutions in higher education.
150+ enterprise integration clients
500+ institutions
Products
enterprise service bus
& connector catalog
Services
integration services for institutions and vendors

12. Proven Integrator Since 2004

13. Agenda Overview of IData/Regent Partnership
IData: Introduction and Capability Overview
Taking Advantage of the Regent/IData Partnership
Questions & Answers
Can we get rid of this slide?

14. Regent Integration Comparative Approach
DIY Model
DESIGN
DEVELOP
IMPLEMENT
MAINTENANCE
ENHANCE
IData/Regent Packaged Connector Model
DESIGN
DEVELOP
IMPLEMENT
MAINTENANCE
ENHANCE

15. We Help Schools Get Back to the Business of Education
Here’s where we start
Here’s where most integrations start

16. Packaged Connector Overview
ERP Systems
Student Batch Load
(SBL)
Regent API’s
SFTP import/export Or
Web services
Regent Connectors
Financial Aid Core
Hubbit
Export Student
Transactions (EST)
Other
SIS/ERP Connectors

17. IData Higher Ed ERP Partnerships
Official
Partners
Developing
Partners

18. Benefits of the Packaged Approach
Structured implementation process
Cost Savings
Product enhancements driven by client community
Ongoing integration maintenance and support
Risk mitigation
Collective leverage
Elimination of Technical Hurdles

19. Agenda Overview of IData/Regent Partnership
IData: Introduction and Capability Overview
Taking Advantage of the Regent/IData Partnership
Questions & Answers

20. Regent/IData Partnership Details
Licensing:
The IData Hub and Regent Connectors are licensed on an annual basis
Institutions may extend their deployment of the IData Hub with further licensing of one/many other connectors
Connectors – both to Regent as well as to the ERP – will be kept up-to- date as new releases come out
One Support Contact: The Regent TSAM (Technical Support Account Manager) will be your point of contact for issues pertaining to the integration and will escalate appropriately

21. Integration Roadmap Phase 1 Phase 2 Deployment of IData Hub
Roadmap of the Regent/IData integration will take place in four phases:
Phase 1  
Phase 2
Phase 3 – Exporting of disbursement data to the ERP (EST)
Phase 4 – Additional integration points on future roadmap
Deployment of IData Hub
Exporting data from the ERP to Regent (SBL)

22. First Mover Advantage
We are seeking a limited set of partner institutions-- spanning the SIS market -- to participate in the initial deployment of the Regent Education financial aid connector with the IData Hub.
Benefits of initial partnership:
Preferred licensing and deployment costs
Active integration design partnership

23. Agenda Overview of IData/Regent Partnership
IData: Introduction and Capability Overview
Taking Advantage of the Regent/IData Partnership
Questions & Answers