1. Creating a framework for making a decision
A discussion with the Steering Committee
November 1, 2016

2. Session objectives
Shared understanding of scenarios of what you can decide
Develop a framework for how you will decide
Outline criteria for selecting finalists

3. Scenarios & considerations
All In
Considerations
All 3 colleges agree to purchase the same solutions Trio All 3 colleges agree to purchase the same Advancement, Finance & HR* solutions; SIS independent decision/delay Buying Master contracts from which colleges can purchase at preferred rates independently
Implementation timing: Together, phased, separate
Shared services
HR/Payroll
Purchasing/AP
Training & support
IT services
Standardized business processes
*Assume 1 solution for both finance & HR

4. Scenarios & considerations
Considering…
Sustainability & Control
What scenarios are most sustainable for the colleges in the long term?
How much control are the colleges willing to relinquish in favor of resource flexibility?
What role does time play in your decision?
Buying $$$$
Trio $$
All In $
Control
Sustainability

5. How will you make the decision?
Criterion
Importance
Feature/functionality best fit requirements
Ongoing support
Completeness of solution
Roadmap
Vendor’s reputation/client satisfaction
Price
Implementation track record
Guiding Principles
Decrease financial & human resource requirements in the long term
Maintain institutional identities
Increase services without increasing staffing
Improvements in functionality
Consortium Board & College Decision Making

6. Next big steps Nov. 7 Week Workday & Oracle demonstrations
Follow up with Advancement vendors
Follow up with Campus Management & Unit 4
Nov. 22
Apples-to-Apples comparison presentation
Identify finalists for reference checking & BAFOs
Dec. 2
Decision Day with Presidents