Bursar’s Office Student Service Improvements

35%

Status

In Process [In Process]

35% complete, updated on Thu 5/2/24 9:13 PM

Changed Health from Green - On track to Yellow - At risk with corrective actions.
This project was automatically moved to Yellow health because it had not been updated in 25 working days.

Details

Dates
Thu 1/25/24 - Sun 6/30/24

Acct/Dept

ABA - Administration and Business Affairs

Service

Project Request / New Project Request

Type

Project / Annual Project Call

Health

Yellow - At risk with corrective actions

Portfolio(s)

2023-2024 Divisional Projects (Nadya Lucas)

Created

Thu 1/4/24 3:08 PM

Modified

Thu 5/2/24 9:13 PM

Link to Strategic Planning and Mandates

This will link the project to the University strategy it supports. If it is not a strategic project, don't select any.

Student Success Imperative

Problem / Opportunity

Briefly summarize the problem or opportunity you propose to address. Write this in terms of the organizational problem being addressed, not in terms of the solution needed.

• Current communications to students are done manually, which has been inefficient and a challenge to consistency
• Current student account views in Campus Solutions for students are confusing and require explanation for clarity
• Adding and removing certain charges to student accounts is done manually, which is inefficient and not always timely

Goals & Objectives

Objectives are specific, measurable, and timed outcomes of the project that are stated in terms of the problem solutions or opportunities users will experience.

QBU (query-based updater) – to automate processes, such as sending a communication to students when new charges are added to their account
Communication Center – houses all communications sent via CommGen, and allows the use of pop-ups to display information that supplements the transaction page data.
Account Itemization – to provide the students with an account view that is more easily understood
Close-out of the project:
Training will handled by the functional users, with support of Sierra-Cedar

Area Lead

The person in your area who will help lead the following: document requirements, bring in appropriate resources (e.g., faculty, students, staff, etc.), and oversee tasks, testing, and training.

Elena Larson

Functional Teams and Other Resources

Please do your best to define personnel needed for your project, as well as your best estimate of the number of hours needed from those project team members.

Bursar’s Office
Elena, Larson, University Bursar
Nicole Rogers, Associate Bursar
Meuy Saechao, Functional Systems Analyst
IRT project manager and developers
Sierra-Cedar third-party consultants

Risks and Dependencies

Identify any factors that can affect the outcome of the project including major dependencies on other events or actions. These factors can affect deliverables, success, and completion of the project.

• Has the software been purchased? No
• Vendor dependency? Contract pending? Dependency on Sierra-Cedar consultant availabilty and contract execution
• Does an ICT need to be completed? No
• Do we have funding? Yes

Executive Sponsor

Each project must have an executive sponsor (VP / Cabinet level executive).

Jonathan Bowman

Description

We have an opportunity to work with Sierra-Cedar, to implement system efficiencies that will improve communications to students and increase the level of service and understanding we can provide to them. All improvements have already been successfully implemented at CSU San Marcos, so we are not starting from scratch.

Manager

Pakou Woo

Sponsor