1. Worcester Polytechnic Institute President’s Town Meeting September 26, 2008

2. Worcester Polytechnic Institute Community Council Liz Tomaszewski Facilities Systems Manager University Ombuds

3. Worcester Polytechnic Institute Town Hall Meeting UDC Update

4. Worcester Polytechnic Institute What is the UDC? UDC = Unified Digital Campus Approach to align WPI’s business processes to its strategic goals Greater than “just Banner” or technology in general Ongoing activity embedded in how we do business “it doesn’t end”

5. Worcester Polytechnic Institute What are the UDC Goals? Conduct a comprehensive Banner renewal Create distributed ownership of business unit data Establish & maintain institutional intelligence Craft an enterprise architecture approach at WPI Create a project governance framework

6. Worcester Polytechnic Institute Governance Framework Governance Committee (Dr. Berkey) –Data Stewardship (Lee Osborn) –Administrative Systems (Dave Croke) –Data Access (Ron Fontaine) –Web & Marketing Oversight (new) –Academic Computing Policy (new)

7. Worcester Polytechnic Institute Key Positions Created with UDC Information Analysts – reports to each VP Director of Institutional Research – reports to Kristin Tichenor Enterprise Architect – to report to Jeff Solomon Director of Enterprise Solutions – to report to Tom Lynch

8. Worcester Polytechnic Institute Accomplishments to Date Process Improvement Assessments –English  how are we conducting business today and how can we do it better thru a new process or change of an existing one Needs Assessments in each business unit –English  identify “new” technology to use to better serve the business Strategic Process Mapping Exercises for all business units –English  map how we are doing business v. our strategic goals Top initiatives identified –English  Governance has identified the top “projects” and set a priority for each

9. Worcester Polytechnic Institute Top Initiatives 1.Enable faculty/administrative access to student data 2.Self-service Faculty/Administration & Employees 3.Curriculum rules 4.SEVIS -> fsaAtlas 5.Common matching 6.Data blocks for segmenting solicitations 7.Electronic approvals 8.Self-service for parents 9.Fire Engine Red graduate/undergraduate online admission applications

10. Worcester Polytechnic Institute Information Analysts Dave Croke – HR; Finance & Operations Aaron Harp – IR/Enrollment Management Hal Resington – Student Affairs & Campus Life Pam Theodore – Academic Affairs Amy Weymouth – Development & Alumni Relations Ron Fontaine – Enrollment Management Pyali Mazumdar – Corporate & Professional Ed Lee Osborn – Financial Aid

11. Worcester Polytechnic Institute ERP Analysts / IT Partners Information Analyst (IA) Primary IT ContactSecondary IT Contact Pam TheodoreCarla MararianGreg Smith* Piyali MazumdarCarla MararianGreg Smith* Amy WeymouthKevin ShanahanSeling Mao* Lee OsbornKevin ShanahanDave Galvin Hal ResingtonTodd HayCarla Mararian Aaron HarpTodd Hay Carla Mararian Dave CrokeAmy PartridgeRalph Sheehan* Ron FontaineDave GalvinCarla Mararian *Software Developer

12. Worcester Polytechnic Institute Banner Bootcamps Customized to WPI –Training reorganized to be “as needed” and “when needed” –Two types: Hands-on technical training for IAs, advanced users Hands-on operational training for Administrative Assistants, operational business unit staff, … –Emphasizes what you “don't know” and why you should know it

13. Worcester Polytechnic Institute Academic Affairs heard… Lack of access to data: –Student academic data –Class lists –Research budget reports Too much paper Training problems Cumbersome nature of some reports –Paper only, or –Screen data doesn’t print well

14. Worcester Polytechnic Institute AA Actions Added Pam Theodore as Information Analyst –Direct assistance to departments –Development of campus-wide capabilities Developed Initiatives related to the needs

15. Worcester Polytechnic Institute A A Priorities Improved access to Banner data Expand Banner Self-Service for Faculty and Staff Create Academic Computing Policy group Data ownership within the business unit Develop close working relationships with IT

16. Worcester Polytechnic Institute Some specifics Streamline processes to ALLOW access to data and to PROVIDE that access (example: student academic data) Banner replacing stand-alone software in Research Administration User-friendly web application for prospective graduate students (“Fire Engine Red”) Implement Curriculum Rules for student audits and program planning Argos for custom data reports

17. Worcester Polytechnic Institute What’s next Moving closer to baseline Banner More opportunities for customized training Moving from the “UDC Project” to the “UDC” Simplify processes & ease access to data: Work Flow and Luminis

18. Worcester Polytechnic Institute Academic Affairs Report Provost John Orr

19. Worcester Polytechnic Institute September 26, 2008 Office of Development & Alumni Relations

20. Inform, Inspire, Connect

21. $22,000,000 $32,600,000 $37,700,000$24,400,000$25,000,000 $25,100,000 $32,300,000

22. Major Asset Categories Public company stock Private company equity Real estate Page #22 © 2004 Blackbaud Households whose net worth is between 1M - 10M (Source:2003 IRS data, published in 2006)

23. 5-Year Giving Comparison $11,991,138 $25,351,677 $4,403,671 $32,600,000

24. 24 Development and Alumni Relations Impact $1,235,000East Hall Residence $400,000 $400,000First major gift to the Sports and Recreation Project $10.5 million + $10.5 million +Professorships: Life Sciences, Environmental Engineering, Dean of Engineering, Innovation and Entrepreneurialism, Chemistry and Biochemistry $6 million $6 millionUndergraduate Life Sciences Facilities (Goddard Hall) $4.2 million + $4.2 million +Area of greatest need – Annual Fund $5 million + $5 million +Student Financial Aid Scholarships $220,000 $220,000Great Problems Seminars

25. 25 WPI Strategic and Campaign Planning Task Force Dennis Berkey, President, Chair Dexter Bailey, Vice President for Development and Alumni Relations Michael Elmes, Professor of Management Michelle Ephraim, Associate Professor of Humanities & Arts Syed Ali ’09, Undergraduate Student Nikolaos Gatsonis, Professor of Mechanical Engineering Michael Leferman ‘07, Graduate Student John Orr, Provost Eric Overström, Department Head and Director of Life Sciences Stephanie Pasha, Chief of Staff Janet Richardson, Vice President of Student Affairs and Campus Life Kent Rissmiller, Associate Dean of IGSD and Professor of Social Science & Policy Studies Jeffrey Solomon, Executive Vice President and Chief Financial Officer Kristin Tichenor, Vice President of Enrollment Management Helen Vassallo, Professor of Management and Secretary of the Faculty

26. Worcester Polytechnic Institute Recreation Center Architect selection General contractor Focus group feedback Design Phase Upcoming open meetings –October 1, 10:00-2:00 and 7:00 -8:00

27. Worcester Polytechnic Institute

32. THANK YOU! Barbecue in Harrington Auditorium