HESUA

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IRIS Users Group
HESUA
National Meeting
October 14-17
Plenary Address 15th Annual Meeting Higher
Education Software Users Association Aaron
Johnson Wayne Holt SunGard Bi-Tech Inc. Radisson
Hotel Burlington Vermont
Burlington, VT
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Burlington Vermont
HESUA
National Meeting
October 14-17
Burlington, VT
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September 11th, 2001
HESUA
National Meeting
October 14-17
Burlington, VT
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Vashon Island Office
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Participating Vendors
HESUA
National Meeting
October 14-17
Mahesh Shah
Burlington, VT
HP 3000 Marketing Hewlett-Packard
Company 1-781-221-5143 Mehesh_shah_at_HP.com http//
www.hp.com/go/3000
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Participating Vendors
HESUA
National Meeting
October 14-17
Terry OBrien
Burlington, VT
Executive Vice President Dynamic Information
Systems Corporation 1-303-444-4000 TDO_at_DISC.COM h
ttp//www.disc.com/versions.html
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Participating Vendors
HESUA
National Meeting
October 14-17
Birket Foster
Burlington, VT
President M.B. Foster 1-613-448-2333 birket_at_mbfos
ter.COM http//www.mbfoster.com/products/
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Participating Vendors
HESUA
National Meeting
October 14-17
Michael Gueterman
Burlington, VT
Easy Does It Technologies LLC 1-573-368-5478 M_G
ueterman_at_editcorp.COM http//www.editcorp.com/prod
ucts/CSF
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SBI Management
HESUA
National Meeting
October 14-17
Burlington, VT

• Aaron Johnson
• Wayne Holt
• Rich Ober

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Software Development
HESUA
National Meeting
October 14-17
Burlington, VT

• Ed Hohberg
• Phyllis Kaiden
• Raymond Deans
• Theresa Marsh
• Jeremy Davidson

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Software Development
HESUA
National Meeting
October 14-17
Burlington, VT

• Delores Payne
• Jennifer Vangolen
• Kirk Beeler
• Sherry Pierson

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Client Services
HESUA
National Meeting
October 14-17
Burlington, VT

• Sarah Froyland
• Mark Wysoski
• Mary Fitch
• Mark Nichols

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Customer Support / Help Desk
HESUA
National Meeting
October 14-17
Burlington, VT

• Lillian Book
• Courtney Hopper
• Todd Froyland

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Marketing Sales
HESUA
National Meeting
October 14-17
Burlington, VT

• Drake Brown
• Mike Fox

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Aaron Johnson
HESUA
National Meeting
October 14-17
Aaron Johnson
Burlington, VT
President SunGard Bi-Tech Inc. 1-530-879-2823 aar
on.johnson_at_sungardbi-tech.com http//www.sungardbi
-tech.com/
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Introduction
HESUA
North American Meeting
October 14-17
Burlington, VT
In addition to the educational benefits of this
meeting, I view this conference as a tremendous
opportunity to receive specific client input and
feedback. We value our client partnerships
highly.

• My Background (aaron.johnson_at_sungardbi-tech.com,
  530.879.2823)
• Started with Bi-Tech Software, Inc in October,
  1990 as a programmer
• Training/Consulting
• Product Management
• Project Management (onsite and remote)
• VP Client Support
• Senior VP
• President starting January 1, 2000

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History of SunGard Bi-Tech (SBI)
HESUA
North American Meeting
October 14-17
Incorporated in 1981 by Gary and Judy Sitton as
Bi-Tech Software, Inc. in Chico,
California Financial/Payroll package designed for
Higher Education (IFAS - Integrated Financial and
Administrative Solutions) Began working with SRN
almost immediately Worked out of the Sitton Home
until 1988, moved to the Chico Airport complex
with approx. 20 employees Added K-12 Districts,
Municipalities and Non Profits Added UNIX/RDBMS
Support in 1990 Acquired in 1995 by SunGard Data
Systems
Burlington, VT
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SUNGARD
HESUA
North American Meeting
October 14-17
Burlington, VT

• SunGard Data Systems (www.sungard.com, NYSESDS)
• SunGard Bi-Tech is an operating unit within SDS
• We are part of the Public Sector/Not for Profit
  Group
• There are 3 companies currently in our group
• Sungard Pentamation (Financials/K-12 Student
  Admin/Gov. Revenue Products)
• SunGard BSR (Alumni Development)
• SunGard Bi-Tech
• Very involved in Financial Services (75 of
  NASDAQ trades) and Recovery
• Management Support (Group CEO, Bob Clarke in
  Charlotte, NC)
• Size (over 1 billion in revenues)
• Disaster Recovery and eSourcing options

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SunGard Bi-Tech with SRN
HESUA
North American Meeting
October 14-17
Burlington, VT

• 202 Employees
• 154 in the Chico office (2 buildings)
• 41 in the Vashon office
• 7 in home offices (Washington, Oregon,
  California, Colorado and Missouri)

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Client Review
HESUA
North American Meeting
October 14-17
Burlington, VT
Client Type (Total Clients 298)
Pre-SRN K-12 68 (Consortiums, Districts
150) Higher Education 92 (41 also use
IRIS) Local Government 107 State
Government 6 Research 8 Nonprofit 16
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Client Review
HESUA
North American Meeting
October 14-17
Burlington, VT
New Clients from 1999-gt2001 (53
Clients) Informix 36 Oracle 17 K-12 27 Highe
r Education 5 Local Government 18 State
Government 2 Nonprofit 1
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Why Did We Acquire SRN?
HESUA
North American Meeting
October 14-17
Burlington, VT

• Renew our focus on the Higher Education Market
• Required a single company, integrated solution
  with a proven track record
• We expect to grow our Higher Education business
  substantially
• Better support a large portion of our existing
  client base
• SRN provided an exceptional staff with tremendous
  product and market knowledge
• IRIS is an exceptional product with a proven
  track record

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Plans for the Future
HESUA
North American Meeting
October 14-17
Burlington, VT
Both SRN and SunGard Bi-Tech have a long history
of client participation in product development
and ideas. This will remain a high value and is
particularly critical during this first
year Leverage the size and expertise of our
combined organizations to better serve our
clients and grow our Higher Education business
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Plans for the Future
HESUA
North American Meeting

• Create a single-company environment for our
  clients
• Single support line and common issues reporting
• Coordinating services deployment
• Coordinated escalation path
• Communicate specifically to our Higher Education
  clients through the H.E. Newsletter (Barabara
  Gylland and Rich Ober)
• User Group enhancement process

October 14-17
Burlington, VT
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Plans for the Future
HESUA
North American Meeting
October 14-17
Burlington, VT

• Continue to utilize the OpenIRIS architecture to
  provide browser-based data entry through ODELink
• Work to create a coordinated feel to IFAS 7i
  WEB data entry
• Project team to complete technical analysis
• Early Adopters input will be solicited
• Schedule to be released in January 2002
• Demonstrations and break-outs available this week
• Provide OpenIRIS deployment options on MPE (now),
  UNIX (now) and Windows 2000 (future) as host
  machines with variable WEB servers

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Plans for the Future
HESUA
North American Meeting
October 14-17
Burlington, VT
Expand the IRIS/IFAS integration to allow for
IFAS on UNIX and IRIS on MPE as a migration
path Integrate existing IFAS tools into IRIS,
including CDD, Image Enabler and WorkFlow
(UNIX/Win2K Only) Create structural integration
in areas of common data storage such as
names/addresses and security
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Summary
HESUA
North American Meeting
October 14-17
Burlington, VT
A Finance system and a Student system are very
different The two offices are working to get to
know each other in order to put the best plans in
place with defined deliverables and timelines we
will achieve We are anxious for your input,
participation and patience
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Topics
HESUA
National Meeting
October 14-17
Burlington, VT

• Client Profiles Fall 2001
• DegreeWorks
• Status of OpenIRIS
• New Products
• Closure

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Client Profiles
HESUA
National Meeting
October 14-17
Burlington, VT

• Communicating with the Help Desk
• HP3000 Performance Ratings
• Client Directory
• Site Configurations
• Client Code Cross Reference
• Alphabetic List of Supported Clients
• Summary Profile

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Contact Information
HESUA
National Meeting
October 14-17
Burlington, VT

• Information is Pre-Release
• New 800 number
• New EMAIL address
• New Holiday Schedule
• Pick up Handout in Demo Room

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N-Class HP3000
HESUA
National Meeting
October 14-17
Burlington, VT

• Corporate Price List has 11 models
• Performance range is a factor of 33
• 10 N-Class machines in IRIS client base

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Summary Profile
HESUA
National Meeting
October 14-17
Burlington, VT

• Product Distribution
• Third Party Products
• Equipment Distribution
• Geographic Distribution

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Module History
HESUA
National Meeting
October 14-17
Burlington, VT

• 104 sites since 1978 have acquired 539 modules
• 65 sites are under support with 399 modules
• 28 sites are currently installing 75 modules
• The installed base grew by 10 in 2001
• 30 sites have been clients for 10 or more years

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2001 Anniversaries
HESUA
National Meeting
October 14-17

• 15 Texas Lutheran University (March)
• 15 Wingate University (August)
• 15 Walla Walla College (September)
• 15 Muhlenberg College (October)
• 15 Bellevue University (November)
• 10 Anderson University (February)
• 10 Central Texas College (May)
• 10 Oklahoma Baptist University (October)

Burlington, VT
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DegreeWorks Update
HESUA
National Meeting
October 14-17
Burlington, VT

• TreQ Released
• SureCode Released
• Transit Released
• DegreeWorks Look Feel

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OpenIRIS Update
HESUA
National Meeting
October 14-17
Burlington, VT

• IRISLink Scripting Models
• IRISLink eCommerce Enhancements
• OpenIRIS Utilities
• SureCode
• Transit
• ediLink SPEEDE/Express
• ODELink

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IRISLink Scripting Models
HESUA
National Meeting
October 14-17
Burlington, VT

• Generic University
• Generic Tech
• Available Now

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IRISLink eCommerce
HESUA
National Meeting
October 14-17
Burlington, VT

• Bellevue University
• Dominican University
• March 31st Goal
• Simplified Inquiry
• Simplified Application

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OpenIRIS Utilities
HESUA
National Meeting
October 14-17
Burlington, VT

• SureCode Transit Field Testing
• Messiah College
• Radford University
• Mary Washington College
• December 15th Release Goal
• Download from BBS/Website
• PowerBoost may be scheduled

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New Products
HESUA
National Meeting
October 14-17
Burlington, VT

• ediLink
• Electronic Data Interchange
• ODELink
• OpenIRIS Administrative Data Entry

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IRISLink eCommerce
HESUA
National Meeting
October 14-17
Burlington, VT

• SPEEDE/Express Standard
• Blinn College
• Walla Walla College
• Receive Transcripts September 2001
• Send Transcripts March 2002
• Receive Applications June 2002

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ODELink
HESUA
National Meeting
October 14-17
Burlington, VT

• ODELink
• Anderson University
• George Fox University
• November 30th Target for initial deployment
• Moving to ODELink is moving to OpenIRIS

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OpenIRIS Sequencing
HESUA
National Meeting
October 14-17
Burlington, VT

• BOX/Harvest
• SAM
• ARM (RIM/AFF)
• AID

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OpenIRIS Costs
HESUA
National Meeting
October 14-17
Burlington, VT

• IRIS Business Logic ..No Charge
• Choose License Level ....No Charge
• New User Interface ODELink...Fee
• New Utilities .Fee
• New SafetyNet Engine .... Fee
• Suggested PowerBoost .Fee
• Support Structure Increased Annual Fee

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