Integrated Partner Management (IPM) for Financial Institutions

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Session 58

• Integrated Partner Management (IPM) for Financial
  Institutions
• Presenters
• Molly Wyatt
• Susan Stallard
• Margaret Ayanian
• Andrea DiDonna

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Agenda

• IPM Overview
• IPM Benefits
• IPM Workbench Preview
• Data Migration Overview
• Outreach Training
• Timeline We Are Here
• Timeline Whats Next
• Contact Information
• QA

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IPM Overview

• Integrated Partner Management (IPM) solution
  provides an end-to-end view of the Federal
  Student Aids approximately 10,000 operating
  partners including Lenders, Servicers, Guaranty
  Agencies, Schools and Software Providers.
• This initiative is designed to integrate and
  streamline core partner management business
  processes through reengineering, automation,
  modernization, and the migration of the services
  and data provided in multiple legacy systems.

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IPM Overview

• IPM consolidates business functions currently
  being provided by multiple systems
• Lender Application Process (LAP)
• Electronic Application (eAPP)
• eZ-Audit
• Participation Management portion of Student Aid
  Internet Gateway (SAIG)
• Post Secondary Education Participant System
  (PEPS)
• Electronic Records Management (ERM)
• IPM provides technology modernization with the
  following associated benefits
• Simplified sign-on
• Consistent user experience
• Ease of use and navigation
• Increased security

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IPM Benefits

• Proactive Communications with Federal Student Aid
• Streamlines and simplifies through automation the
  required notifications (paperless environment)
  to/from Federal Student Aid.
• Provides eligible Partners with on-line access to
  entity status and eligibility information.
• Ease of Use Consistency
• Single entry point to sign-up for services and
  maintain eligibility for the Title IV program.
• Provides consistent data.

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IPM Benefits

• Reduction of Paper-based Processing
• Introduces usage of the paperless environment in
  the processing of compliance audit and financial
  statement submissions, thus reducing mail
  processing and time lag.
• Provides the capability for e-Signature on
  required applications and forms to establish
  enrollment and maintain eligibility.

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IPM Workbench Preview
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1. What new functionality are we really gaining
with the IPM Phase 1 implementation and whats
the impact?
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1. What new functionality are we really gaining
with the IPM Phase 1 implementation and whats
the impact? 2. What will the IPM website look
like?
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Phase 1 IPM Functionality Areas
Participation Services
Enrollment Services
Online Submissions
User Partner Management
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Participation Services Functionality
Online Submissions
Notifications Work Que
Document Upload
OMB Viewer
Enrollment Services Functionality
Access Rights
User Management
Partner Management
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IPM Website Sample
Participation Services
Online Submissions - Lender Application -
Compliance Audit
Notifications Work Queue
Document Upload
Form Viewer
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IPM Website Sample
Enrollment Services
User Management
Partner Management
Access Rights
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Data Migration Overview
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Data Migration Overview

• Provide a scalable, iterative approach to address
  the data migration needs for IPM.
• Data migration consists of four cycles including
  the analysis, validation, cleansing and loading
  of legacy data to the IPM database.

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Outreach Training

• IPM Outreach/Communications
• Continue to provide IPM project status updates at
  Federal Student Aid conferences.
• Conduct additional focus groups (as possible).
• IPM Training
• Customized targeted multi-media training on IPM
  will be provided for all partners.
• Target timeframe for training is 4 6 weeks
  prior to Go-Live.

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Timeline We Are Here
We Are Here
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Timeline Whats Next

• With the development effort continuing for Phase
  1 of IPM, the following key milestones are on the
  horizon
• Construction phase Targeted completion
  April-May 2008
• Coordinating Data Management and Interfaces
  Targeted to begin April 2008
• User Acceptance Testing (UAT) Targeted to begin
  June 2008
• IPM Training Targeted to begin July 2008
• Phase I Go-Live Targeted for August 2008
• Phase II Go-Live Targeted for February 2009

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Contact Information

• We appreciate your feedback and comments. We can
  be reached at

• Molly Wyatt
• Phone [phone]
• Email molly.wyatt_at_ed.gov
• Susan Stallard
• Phone [phone]
• Email susan.stallard_at_ed.gov

• Margaret Ayanian
• Phone [phone]
• Email margaret.ayanian_at_psgs.com
• Andrea DiDonna
• Phone [phone]
• Email andrea.didonna_at_ps.net

General IPM Questions ipm_at_scglobal.com
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Q A