Alliance : Alliance 2023 : 1 AGENDA

Q & A with Helen Norris

Join keynote speaker Helen Norris for a Q and A session immediately following her keynote speech.

HEUG State of the Union

Brittany Moon, Joshua Vincent and Michael Russell

Engage in this lively session focused on the HEUG’s commitment to a member-focused future and be a part of clarifying and affirming the role HEUG plays in assuring that our mission and vision are relevant and responsive to the challenges our membership faces today. Come prepared to get an update on our 12-month roadmap and tell us what your hopes and dreams are for the future.

Putting Student First: The Student Experience!

Kelly Wilker, University of Waterloo

For a few years now, HEUG has established an expert Student-lead panel discussion on a variety of options, issues, solutions, enhancements, etc., that students believe would improve their college retention and success strategies. Hear what today’s students want from your Institution’s student management system.

HEUG 101: Explore the community & get involved!

Gina Fogelsonger, University of North Carolina at Chapel Hill

In this HEUG 101 session, you will learn about the Higher Education User Group and how to navigate the community efficiently. We will also discuss ways you can become more involved, including our full range of volunteer opportunities, conference activities and more!

GT eForms - Solution Sharing

Andrea Renee Lloyd, University of California, Berkeley

A community discussion to encourage sharing various institution solutions and ideas related to AWE, Workflow, GT eForms.

Manage Job (PeopleSoft Fluid Job Data) - Lessons Learned

Jonathan Banks, Florida State University]

Once simply known as Job Data, it now goes by many names. You may have heard or seen Manage Job, Fluid Job Data or Job Data Modernization since PeopleSoft released the feature in late 2020. But regardless of what you may call it or even if your institution has made the switch, it is still the core component of running PeopleSoft HCM and managing your employees job information.

Experiential Learning: How Student Security Analysts Improve Campus Security & Enrich Their Careers

Adam Baker, Brigham Young University

Many university information security teams are missing out on the most precious resource in cyber security: energetic and engaged talent. Come see how Brigham Young University's "Experiential Learning" model for student experience changed how its Security Operations Center trains, employs and relies on its student security analysts, and how their career prospects have soared as as result.

The Perfect Recipe: A mixture of Empathy, Technology and Intentionality for Student Access and Success

Jaime Anzalotta, Miami Dade College

How Miami Dade College (MDC) led change for 8 campuses by using design thinking, campus conversations and evidence-informed decision making to redesign the overall student experience for the student of today.

Leading Change in Your Office

Robert Kubat, The Pennsylvania State University

Using John Kotter's Leading Change book, I will discuss the eight steps for change. I will examine the change an office conducted due to new technology being introduced. Examples of each step, specific actions and the reasons for each will be reviewed and discussed. This eight step approach can be applied to many other change efforts.

Student Success Hub: Improving the Advising Experience

Lorne Henne, DePaul University

In this session you will learn about DePaul University’s move to Salesforce Student Success Hub – a new advising experience for students and advisors alike. Understand some of the challenges faced with this project roll-out including data integrations and communication strategies and see the new system, both from the advisor and the student points of view.

Rockin' and Rollin' with the Rules Engine

Yaw Bonsu, Southern Methodist University

Join the SMU Admission Office on our journey to dive into and implement the Rules Engine functionality. This session will cover how to develop, build, and test a rule, troubleshooting, how configure installation and security options, and how to create a custom entity and other needed setup. Attendees will know how to build their own rule to update data by the end of this session.

Conquering Workday Data Conversions

Nicholas Kochis, Embry-Riddle Aeronautical University

Converting legacy HR/Finance data to Workday data models - Methodology, Best Practices, Lessons Learned.

Academic Requirements for Beginners

Dede Young, Northern Illinois University

This session will provide an in-depth review of the components used in building Academic Requirements within the PeopleSoft student information system. We will review course lists, dynamic conditions, entity groups, student groups in advising, tests in advising, derived course list types, academic requirements, requirement line types, requirement parameters, pre-conditions, other things requirement-related, and requirement groups, just to name a few. Time permitting, a live demo will be performed.

How to "Arch"itect change during a major implementation - PART 1/Part 2

William Culey, University of Texas - Austin

The University of Texas at Austin is undergoing a major change. We are moving from a mainframe legacy system into Oracle's Student Financial Planner product. Being an early adopter of the product and one of the few that are not on a Student Information System suite, we have had to overcome not just technical challenges that come from implementing a new software, but also one of managing cultural and business expectations and limitations.

Increasing Engagement Across the Student Lifecycle

John Sauceda, Moody Bible Institute

Institutions are constantly being challenged to meet the ever evolving needs and expectations of our constituents (from prospect to enrolled to graduated to alumni to donor). In the commercial world, there is an ever increasing need to meet consumer expectations - and the same is true for higher education. The need to provide a connected and personalized experience through the entire student journey is critical.

Get the Most out of Fluid Component Real Time Search - Part 1/Part 2

Lingshan Xiong, Florida International University

This presentation aims to provide as many details as possible to encourage users to develop and use such a modern-look feature of the Fluid Component Real-Time search. The first part of the presentation is to walk through the development cycle of setting up a Real-Time Search for Fluid Components. The second part of the presentation is to fine-tune the search and enhance with different approaches.

Mail Smarter, Not Harder

Marije Bottinga, University of Amsterdam

Writing emails manually gives you the opportunity to personalize the content, but does sending out email in bulk limit you to fixed content? Campus Solutions turns out to be very flexible without customization. You just need a smart design and we are happy to share our design with you. We came up with a smart combination of sub templates and chooses which is easy to build and to maintain. The result: a low maintenance and time proof configuration and some new friends at the exchange offices.

BI Publisher: Tips, Tricks, and Programming to Build a Powerful Report PART 1/PART 2

Christopher Pokorny, Cleveland State University

This presentation will go into a suggested methodology when brainstorming a sample BI Publisher report, followed by some step-by-step examples of utilizing the BI Publisher Toolbar. In the second half of the presentation, numerous examples of leveraging programming code will be covered, along with other tips and tricks as time permits.

Service Delivery at DePaul: The Future is Now!

Jason Koziara, DePaul University

Building upon last year's report, Service Delivery at DePaul: The Past, Present and Future, please join us as we continue the story of our journey into providing the best possible service to our constituents using ServiceNow. We will discuss the benefits we have realized from all of these projects, the difficulties we encountered, as well as our inroads into full automation of several IT processes and our continued journey with structured workflows to improve our service delivery.

Clemson adopts Workday Adaptive first to create PeopleSoft Budgets and Amendments through near real-time integration

Jim Baxter, Clemson University

Clemson selected Adaptive Planning by Workday as its budgeting tool to drive efficiency and provide quality real-time data regarding the budget and the budgeting process, working to inform the array of strategic decisions needed to effectively support the University’s strategic plan.

Sharing is Caring: Shared Services & PeopleSoft Implementations

Jessica Dantzler, University of Texas System

When a shared services model is applied to 7 unique universities under 2 PeopleSoft instances, standard use of delivered modules is sometimes difficult, if not impossible. We've come up with clever solutions and have a treasure trove of lessons learned and customizations that just make sense.

New electronic process to request and approve student program / plan change

Jose del Rosario, Florida International University

In order to change a student’s program/plan at FIU, an advisor had to complete and submit a paper documentation, which was the beginning of a paper trail that was cumbersome, time-consuming, and inefficient. The academic advising team at FIU decided to implement a new process to streamline these program/plan changes. This new process used an activity guide (AG), through which the advisor requests a program / plan change on the student’s behalf.

Journey to the cloud: How to assess your institution’s current state enterprise systems and readiness - PART 1/PART 2

Dianne DeNezza, University of Pittsburgh

As public universities wrestle with shrinking state appropriations and the need for high-quality affordable education for students, eliminating costly, inefficient systems and administrative processes becomes paramount. This two-part session will introduce a structured approach using project management and LEAN Six Sigma methodology that includes actively inviting stakeholders at all levels of the campus community to engage in throughout the assessment project timeline.

Developing Agenda

Pathways

Tracks

Session List

Presenter Information

Monday

Joe Abraham

Tuesday

Helen Norris

Wednesday

Doug Finley

Highlighted Presenters

Q & A with Helen Norris

HEUG State of the Union

Putting Student First: The Student Experience!

HEUG 101: Explore the community & get involved!

GT eForms - Solution Sharing

Manage Job (PeopleSoft Fluid Job Data) - Lessons Learned

Experiential Learning: How Student Security Analysts Improve Campus Security & Enrich Their Careers

The Perfect Recipe: A mixture of Empathy, Technology and Intentionality for Student Access and Success

Leading Change in Your Office

Student Success Hub: Improving the Advising Experience

Rockin' and Rollin' with the Rules Engine

Conquering Workday Data Conversions

Academic Requirements for Beginners

How to "Arch"itect change during a major implementation - PART 1/Part 2

Increasing Engagement Across the Student Lifecycle

Get the Most out of Fluid Component Real Time Search - Part 1/Part 2

Mail Smarter, Not Harder

BI Publisher: Tips, Tricks, and Programming to Build a Powerful Report PART 1/PART 2

Service Delivery at DePaul: The Future is Now!

Clemson adopts Workday Adaptive first to create PeopleSoft Budgets and Amendments through near real-time integration

Sharing is Caring: Shared Services & PeopleSoft Implementations

New electronic process to request and approve student program / plan change

Journey to the cloud: How to assess your institution’s current state enterprise systems and readiness - PART 1/PART 2

GT eForms - Solution Sharing

Manage Job (PeopleSoft Fluid Job Data) - Lessons Learned

Experiential Learning: How Student Security Analysts Improve Campus Security & Enrich Their Careers

The Perfect Recipe: A mixture of Empathy, Technology and Intentionality for Student Access and Success

Leading Change in Your Office

Student Success Hub: Improving the Advising Experience

Rockin' and Rollin' with the Rules Engine

Conquering Workday Data Conversions

Academic Requirements for Beginners

How to "Arch"itect change during a major implementation - PART 1/Part 2

Increasing Engagement Across the Student Lifecycle

Get the Most out of Fluid Component Real Time Search - Part 1/Part 2

Mail Smarter, Not Harder

BI Publisher: Tips, Tricks, and Programming to Build a Powerful Report PART 1/PART 2

Service Delivery at DePaul: The Future is Now!

Clemson adopts Workday Adaptive first to create PeopleSoft Budgets and Amendments through near real-time integration

Sharing is Caring: Shared Services & PeopleSoft Implementations

New electronic process to request and approve student program / plan change

Journey to the cloud: How to assess your institution’s current state enterprise systems and readiness - PART 1/PART 2

Pathways

Back to Basics

Life Hacks

Decision Making

Integrations

Specialty Session Types

Birds of a Feather

Community Discussions

Sandbox

Stop & Share

Useful Links