WebAdvisor Retirement
Project Status
This project is underway; the status of each area is listed below under Project Description & Scope.
Executive Summary
The goal of this project is to migrate all functionality from WebAdvisor and, eventually, retire WebAdvisor. This project reviews the current usage of WebAdvisor, collaborates with stakeholders, and migrates functionality to other services like Colleague Self-Service. Functionality that have a clear and simple migration will be transitioned first. Highly customized applications will require significant work and time for migration. This project is expected to be completed in October 2022.
Business Need & Background
WebAdvisor is a product maintained by Ellucian. Ellucian has announced end of regulatory support on June 30, 2021. Additionally, sustaining support will end on June 30, 2022. Due to support ending, WebAdvisor functionality must be migrated to other services.
Ellucian’s replacement for WebAdvisor is Colleague Self-Service. Whenever possible, WebAdvisor functionality will be migrated to Colleague Self-Service. Colleague Student Planning is not affected by this project.
Project Description & Scope
This project requires an analysis of current WebAdvisor usage followed by stakeholder meetings to determine the appropriate migration plan with agreed upon timelines. The data below reflects outcomes from stakeholder meetings.
A communication plan will be created to inform the community of this activity. This plan will ensure the individual stakeholders and the community understand the scope of this project and when activities are happening.
This project specifically involves the following departments and activities.
Outstanding Activities
- Transition Records & Registration: due 8/1
- Met with Records & Registration to gather the requirements list of all outstanding items still needing to transition to Self-Service.
- We are working through the task list - Director of Records & Registration will send new, updated task list once completed.
- Transition Human Resources (HR): due 7/1
- The pilot group is setup in Self-Service, and the Chief of HR wants to see how the next payroll run goes.
- Chief of HR will then work to setup her next pilot group and move them over by department.
- Ellucian consultant will work with Manager of Administrative Systems to setup the security for each group.
- Update website links: due 8/1
- Will update links once work is tested and completed.
Completed Activities
- Accommodations (Amy Sireci). COMPLETED. Requests for accommodations will be migrated to Colleague Self-Service. This activity is dependent on modifications to the Colleague API.
- Committee workflow (Mickey Park). COMPLETED. Committee management will be migrated to Colleague Self-Service via the creation of new screens. The community will use this to view active committees and membership status. The stakeholder will continue to use Colleague UI Web to manage the committees. Additionally, the stakeholder has requested the changes to committees and requests to join committees will be handled via email. This activity is dependent on modifications to the Colleague API.
- Finance (Grayson Meeks). COMPLETED. Finance functions will be activated in Colleague Self-Service allowing for requisitioning and other finance activities. This activity requires the configuration of parameters in Colleague. Persons may continue using Colleague UI Web for requisitioning; but, the stakeholder is encouraging the use of Self-Service instead.
- Users are using Self-Service to create requisitions.
- Institutional Research (Laura Wichman). COMPLETED. Reports used by the stakeholder are being transitioned to another solution. The stakeholder will update these reports and users will no longer use WebAdvisor to view program review data. The data will be available via the Institutional Research website.
- Professional Development (Mikken Canham, Staci Taylor). COMPLETED.Professional Development functions will be migrated to the Continuing Education portal. There, employees will perform program changes, class registration, academic program reviews.
- Student Records & Registration (Holly Surginer, Herman Tucker). COMPLETED.
- Class roster. Functionality of the class roster will be migrated to Colleague Self-Service. This requires the customization of the roster and is dependent on modifications to the Colleague API.
- Course substitution (Deferred to Document Management Project). This functionality will be migrated into Colleague UI Web. This requires screens to be enabled, updated, and/or customized.
- Proxy user configuration. This functionality requires configuration changes in Colleague and the use of the Colleague Self-Service FERPA forms. Students will grant permission for proxy access via a Colleague Self-Service screen to their parent or guardian.
Project Schedule (Original)
Phase | Timeline | Year |
---|---|---|
Plan | December-March | 2021-22 |
Institutional Research | February-April | 2022 |
Course Substitution | March-May | 2022 |
Professional Development | March-September | 2022 |
Communications Planning | April-May | 2022 |
Proxy User Configuration | April-June | 2022 |
Human Resources | April-August | 2022 |
Finance | April-September | 2022 |
Committee Workflow | October-July | 2022-23 |
Accommodations | October-July | 2022-23 |
Class Roster | October-July | 2022-23 |
Retire WebAdvisor | August | 2023 |
Project Management & Governance (Original)
Role | Name | Organization |
---|---|---|
Executive Sponsor | Johnette McKown | President |
Executive Sponsor | Fred Hills | Vice President of Instruction & Student Engagement |
Executive Sponsor | Stephen Benson | Vice President of Finance & Administration |
Executive Sponsor | Phil Rhodes | Vice President of Research, Effectiveness & Information Technology |
Project Team | Micah Alexander | Programmer Analyst |
Project Team | Tony Alexander | Programmer Analyst |
Project Team | Donald Hurst | Systems Analyst |
Project Team (Technical Lead) | Rita Jacinto | Administrative Systems Manager |
Project Team | Mario Leal | Director of Information Systems & Services |
Project Team | Reginald Mitchell | Programmer Analyst |
Stakeholder | Mikken Canham | Professional Development Specialist |
Stakeholder | Fred Hills | Vice President of Instruction & Student Engagement |
Stakeholder | Missy Kittner | Director of Human Resources |
Stakeholder | Grayson Meek | Director of Financial Services |
Stakeholder | Mickey Park | Compliance Technician |
Stakeholder | Amy Sireci | Accommodations Coordinator |
Stakeholder | Holly Surginer | Associate Director of Center for Teaching & Learning |
Stakeholder | Staci Taylor | Director of Center for Teaching & Learning |
Stakeholder | Herman Tucker | Director of Records & Registration |
Stakeholder | Laura Wichman | Director of Institutional Research |
Change Management Committee | Micah Alexander | Programmer Analyst |
Change Management Committee | Karen Clark | Director of Admissions & Recruitment |
Change Management Committee | Phoenicia Clay | Associate Director of Students Accounts Receivable |
Change Management Committee | Chadwick Eggleston | Dean of Arts & Sciences |
Change Management Committee | Glynnis Gaines | Dean of Health Professions |
Change Management Committee | Frank Graves | Dean of Workforce & Public Service |
Change Management Committee | Donald Hurst | Systems Analyst |
Change Management Committee | Rita Jacinto | Administrative Systems Manager |
Change Management Committee | Missy Kittner | Director of Systems Manager |
Change Management Committee | James Kubacak | Director of Financial Aid |
Change Management Committee | Mario Leal | Director of Information Systems & Services |
Change Management Committee | Tina Lyles | Associate Director of Advising & Career Services |
Change Management Committee | Grayson Meek | Director of Financial Services |
Change Management Committee | Reginald Mitchell | Programmer Analyst |
Change Management Committee | April Robinson | Associate Director of Financial Services |
Change Management Committee | Jodi Tindell | Director of Purchasing & Auxiliary Services |
Change Management Committee | Herman Tucker | Director of Records & Registration |
Change Management Committee | Laura Wichman | Director of Institutional Research |
Documentation
Last updated: 5/13/2024