Higher Education Clients and Description of Services

The tables below lists all of the ISG Higher Education and Academic Medical Center Practice clients during the last five years.

Lewis-Clark State College

Functional Scope
Student System Assessment  

ISG Services

  • Assessing options available to Lewis-Clark to integrate Ellucian Datatel Student functionalities with Infor Human Capital Management and Financial Management software to be implemented by the State of Idaho

Timing
Began June 2020

 

World Class, Private, Southern California Research Institution

Functional Scope
Unified Communication-as-a-Service 

ISG Services

  • Guiding definition of requirements and evaluation of Unified Communication-as-a-Service providers
  • Providing Evaluation Committee support

Timing

Began December 2019

 

University of Arizona

Functional Scope
FM

ISG Services

  • Interviewed ERP subject matter experts to assess organizational readiness to replace the University’s existing Kuali financial system
  • Prepared and presented findings and recommendations including a roadmap to achieve a level of readiness sufficient to support an enterprise system replacement project 

Timing
October 2019 – December 2019

 

University of Arkansas, Fayetteville

Functional Scope
FM, HCM

ISG Services

  • Conducting Administrative Review of financial management, human capital management, and information technology practices and operations, including review of current practices to identify opportunities to improve operational efficiency and effectiveness

Timing
Began September 2019 

 

The University of North Texas System – 4 components 

System Member Institutions

  • University of North Texas System Office
  • University of North Texas
  • University of North Texas Health Science Center
  • University of Texas at Dallas

System component institutions are independent entities.  ISG worked with representatives from the component institutions throughout the project.

Functional Scope  
Student, HCM, FM

ISG Services

  • Shared market research regarding trends in higher education technology including operational software solutions in higher education
  • Presented new system and process concepts to orient the project team 
  • Assessed existing ERP and Student system and processes currently utilized by the component institutions and identified gaps for each option where desired features do not exist
  • Facilitated definition of leading practice requirements with System component representatives leveraging ISG’s extensive repository of leading practice requirements for higher education institutions
  • Assistance in the evaluation of proposals received in response to the RFPs for ERP software 
  • Developed RFP for software, hosting and cloud solutions under a Software-as-a-Service or Platform-as-a- Service agreement for approval and issuance by the System
  • Offered up a formal evaluation process
  • Guided evaluation process including summarizing responses and following up
  • Established a Business Case stating the benefits and cost impacts of implementing new software
  • Guided preparation of demonstration scripts and managed software service provider demonstrations
  • Summarized peer analysis of their ERP experiences, recommendations and insights
  • Developed an implementation strategy, timeline, and estimated cost analysis for viable alternatives
  • Provided Evaluation Committee support
  • Interviewed and surveyed component representatives and prepared organizational readiness assessment including recommendations and roadmap for implementation

Timing
November 2018 – March 2020 

 

Texas State University System/Texas State University

Functional Scope  
Student, HCM, FM

Note: The University is currently supported by SAP FM and HCM applications and Banner Student.  ISG provided project management and organization change management services in support of the implementation of these applications.  

ISG estimated costs for all seven institutions in the Texas State University System but did not engage with their representatives directly and therefore only includes in the engagement count as one single project.

ISG Services

  • Identified and documented advantages, disadvantages, risks and constraints of Texas State University and the Texas State University System moving to a Software-as-a-Service ERP 
  • Considered alternative deployment strategies and identified the strategy considered most preferable by University leadership
  • Estimated the costs associated with the implementation of a SaaS ERP using the preferred deployment strategy 
  • Estimated the costs associated with the implementation of a SaaS ERP for all seven institutions in the Texas State University System, which includes Texas State University, Sul Ross State University, Sam Houston State University, Lamar University, Lamar Institute of Technology, Lamar State College – Orange, and Lamar State College – Port Arthur. 

Timing
October 2018 – January 2019 

 

World Class, Private, Northern California Research Institution

Functional Scope  
HCM

ISG Services

  • Guided Software-as-a-Service contract negotiation
  • Provided Evaluation Committee support

Timing
September 2018 – November 2018 

 

Private, Not-for-Profit Study Abroad Program

Functional Scope  
Student, CRM, Configure-Price-Quote for new program/course development, HCM except for foreign payroll, FM

ISG Services

  • Assisted in setting up project
  • Developed business scenario and requirements
  • Developed RFP
  • Developed evaluation guide
  • Supported evaluation including guiding vendor demonstrations

Timing
August 2018 – July 2019

 

Texas Tech University System – 5 components

System Member Institutions

  • Texas Tech University System Office
  • Texas Tech University
  • Texas Tech University Health Sciences Center
  • Angelo State University
  • Texas Tech University Health Sciences Center – El Paso

System component institutions are independent entities.  ISG worked with representatives from the component institutions throughout the project.

ISG Services

  • Conducted robotic process automation for the Office of Treasury as a proof of concept for other Texas Tech University System component automation opportunities
  • Selected the yield calculation process for automation
  • Reviewed the process step-by-step
  • Established an environment for the RPA software at the System offices
  • Built and tested the automation
  • Demonstrated by automation for TTUS component representatives and highlighted the benefits of automation by contrasting the automated process to the same process performed manually
  • Discussed longer-term implications of establishing and maintaining automations

Timing
September 2018 – October 2018


University of Alabama at Birmingham

Functional Scope
HCM, FM

ISG Services

  • Conducted interviews with ERP subject matter experts to understand organizational readiness
  • Provided peer analysis of ERPs to understand their experiences, recommendations and insights
  • Shared market research assessments, including trends in higher education including a list of researched and identified types of software solutions that may work for the university, including their total costs of ownership and associated risks for each potential solution;
  • Recommended a project structure, resource and skills requirements, and tools needed
  • Developed an Action Plan to guide evaluation next steps, including an ERP roadmap that aligns with University objectives

Timing
July 2017 – July 2018 

 

The University of Oklahoma Health Science Center (Multiple Engagements)

Functional Scope  
Student, HCM, FM

ISG Services

  • Shared market research regarding trends in higher education technology including operational software solutions in higher education
  • Presented new system and process concepts to orient the project team
  • Assessed existing enterprise system and processes and identified gaps with leading practices and understanding of related risks
  • Estimated cost of continuing support for current enterprise system and strategy for minimizing costs until a new system is implemented
  • Estimated costs of acquiring and implementing a new enterprise system
  • Established a Business Case stating the benefits and cost impacts of implementing a new enterprise system
  • Facilitated definition of leading practice requirements with System component representatives leveraging ISG’s extensive repository of leading practice requirements for higher education institutions
  • Delineated process for evaluating proposals received in response to the RFPs for ERP software
  • Guided preparation of demonstration scripts
  • Provided Steering Committee support in preparation for evaluation of enterprise system options
  • Developed an implementation strategy, timeline, and estimated cost analysis for viable alternatives
  • Recommended project staffing including project structure, resource and skill requirements
  • Highlighted change management leading practices and issues to be addressed
  • Identified recommended processes and tools to be implemented in support of the enterprise system implementation
  • In conjunction with a separate engagement, 
  • Reviewed and presented recommendations regarding chart of account revision and departmental reporting

Timing
May 2017 – May 2018 

 

Washington State University (Multiple Engagements)

Functional Scope  
HCM, FM

ISG Services

  • Refined University-developed system requirements with University subject matter experts leveraging ISG’s extensive repository of leading practice requirements for higher education institutions
  • Developed a Request for Proposal for Software-as-a-Service ERP software for approval and issuance by the University
  • Developed a Request for Proposal for implementation/integration services for approval and issuance by the University
  • Offered up a formal evaluation process
  • Developed a comprehensive set of scripts for software demonstrations
  • Developed a comprehensive set of interview guides for implementation/integration providers
  • Managed software demonstrations
  • Managed implementation/integration provider oral presentations and interviews
  • Provided Evaluation Committee support
  • Facilitated and supported contract negotiation

In conjunction with a separate engagement, conducted a Readiness Assessment in compliance with University and State of Washington Office of the Chief Information Officer

In conjunction with a subsequent on-going engagement and in support of a concurrent implementation of HCM and FM software services,

  • Conducting a monthly assessment of project status, risks, and issues, and providing recommendations to mitigate risks and resolve issues
  • Reviewing a selected set of project activities to gauge their effectiveness and making recommendations, as appropriate
  • Reviewing each Deliverable Expectation Document which defines the format, scope, and content of a deliverable, and each deliverable itself, and providing written feedback, as appropriate, to improve the scope and content

Timing
Began July 2017

 

University of Maryland at Baltimore (Engagement and Amendment for Additional Services)

Functional Scope  
FM

ISG Services

  • Refined University-developed system requirements with University subject matter experts leveraging ISG’s extensive repository of leading practice requirements for higher education institutions
  • Assisted in the development of a Request for Proposal for Software-as-a-Service ERP software and implementation/integration services
  • Assisted in the development of a formal evaluation process
  • Provided Evaluation Committee support
  • Assisted in identification of opportunities to advance implementation readiness

In conjunction with an amendment to the original agreement, 

  • Identified key data elements to be converted into the new enterprise system
  • Performed a data health analysis as to the completeness and accuracy of legacy data including data cleanup plan for key financial data
  • Participated in the development of reporting strategy

Services provided under a subcontract with a firm that had an existing contract vehicle with the University, at the request of the CIO.

Timing
June 2016 – May 2017

 

The University of Arkansas System – 21 components (Multiple Projects)

System Member Institutions

  • University of Arkansas System Office
  • University of Arkansas, Fayetteville
  • University of Arkansas at Little Rock
  • University of Arkansas for Medical Sciences
  • University of Arkansas at Monticello
  • University of Arkansas at Pine Bluff
  • University of Arkansas at Fort Smith
  • University of Arkansas System eVersity
  • Phillips Community College of the University of Arkansas
  • University of Arkansas Community College – Hope/Texarkana
  • University of Arkansas Community College at Batesville
  • Cossatot Community College of the University of Arkansas
  • University of Arkansas Community College at Morrilton
  • University of Arkansas Community College at Rich Mountain
  • University of Arkansas Pulaski Technical College
  • Division of Agriculture
  • Arkansas Archeological Society
  • Criminal Justice Institute
  • Arkansas School for Mathematics, Sciences and the Arts
  • University of Arkansas Clinton School for Public Service
  • The Winthrop Rockefeller Institute

System component institutions are independent entities.  ISG worked with representatives from the component institutions throughout the project.

Functional Scope  
Student, HCM, FM

ISG Services

  • Assessed existing ERP and Student systems currently utilized by the component institutions which included Ellucian Banner, Ellucian Datatel, Oracle Peoplesoft, and SAP
  • Developed an implementation strategy, timeline, and estimated cost analysis for viable alternatives
  • Facilitated definition of leading practice requirements with System component representatives leveraging ISG’s extensive repository of leading practice requirements for higher education institutions
  • Presented models and recommendations for governance of System-wide project steering bodies and for the structure of the project team
  • Developed RFP for software and hosting under a Software-as-a-Service or Platform-as-a- Service agreement for approval and issuance by the System
  • Developed RFP for implementation/integration services for approval and issuance by the System
  • Assistance in the evaluation of proposals received in response to the RFPs for ERP software and implementation/integration services
  • Offered up a formal evaluation process
  • Guided evaluation process including summarizing responses and following up
  • Guided preparation of demonstration scripts and managed software service provider demonstrations
  • Guided preparation of interview guides and managed implementation/integration service provider oral presentations and interviews
  • Provided guidance and counsel in support of software contract negotiation
  • Shared benchmark data regarding pricing and terms for ERP providers
  • Provided Evaluation Committee support

In conjunction with a separate engagement, supported implementation preparation and planning in anticipation of the arrival of the implementation service provider:

  • Surveyed all component institutions to develop a catalog of critical reports
  • Validated an inventory of planned integrations with all component institutions
  • Built and confirmed a directory of legacy systems that would be eliminated, including the identification of the expected avoided cost
  • Analyzed, consolidated, and reviewed revisions to the shared UA System Chart of Accounts

In conjunction with a subsequent engagement in 2019, led the procurement of implementation services for the Student Information System (SIS):

  • Developed, distributed, and analyzed the responses to a Request for Information regarding SIS implementation strategies and timelines
  • Provided a full range of acquisition support, including development of an RFP for SIS implementation services, response evaluation and analyses, and interview scripts
  • Supported Evaluation Committee in contract negotiations, including a comprehensive Statement of Work

Timing
Began March 2016

 

Arizona State University (Multiple Engagements)

Functional Scope  
FM

ISG Services

  • Documented system requirements with University subject matter experts leveraging ISG’s extensive repository of leading practice requirements for higher education institutions
  • Developed a Request for Proposal for ERP software and hosting services
  • Developed a project resourcing/staffing plan for the implementation
  • Estimated Total Cost of Ownership
  • Offered up a formal evaluation process
  • Developed a comprehensive set of scripts for software demonstrations
  • Developed a comprehensive set of interview guides for implementation/integration providers
  • Managed software demonstrations
  • Managed implementation/integration provider oral presentations
  • Provided Evaluation Committee support
  • Facilitated and supported contract negotiation

In conjunction with a subsequent engagement, provided quality assurance in conjunction with another services provider and led change management delivery for the implementation which included:

  • Assessing the University’s capacity for and tolerance of change
  • Identifying stakeholders and analyzing stakeholder readiness
  • Assessing overall change risk
  • Developing detailed organizational change management strategies and associated plans (i.e. Sponsor Roadmap, Coaching Plan, Resistance Management Plan, Communications Plan and Training Plan) consistent with ISG’s change management methodology
  • Developing communications strategies and plans
  • Developing end user training strategy and plan based on a comprehensive end user training needs assessment
  • Developing tools to measure adoption of business process changes

As the project progressed, ISG’s responsibilities expanded to include other elements of the support services provided by the team.

Timing
November 2014 – July 2018

 

The Texas A&M University System – 20 System Member Institutions

System Member Institutions

  • The Texas A&M System Office
  • The Texas A&M University at College Station
  • The Texas A&M University Health Science Center
  • The Texas A&M University – Galveston
  • The Texas A&M Engineering Experiment Station
  • The Texas A&M Engineering Extension Service
  • The Texas A&M Forest Service
  • The Texas A&M Transportation Institute
  • The Texas A&M Veterinary Medical Diagnostic Lab
  • The Texas A&M Technology Commercialization Office
  • Prairie View A&M University
  • Tarleton University
  • Texas A&M University International
  • The Texas A&M University – Central Texas
  • The Texas A&M University – Commerce
  • The Texas A&M University – Corpus Christi
  • The Texas A&M University – Kingsville
  • The Texas A&M University – San Antonio
  • The Texas A&M University – Tyler
  • West Texas A&M University

System Member institutions are independent entities.  ISG worked with representatives from the System Member institutions throughout the project.

Functional Scope  
HCM inclusive of payroll, position control, research time and effort/labor distribution

ISG Services

  • Facilitated definition of leading practice requirements with System Member representatives leveraging ISG’s extensive repository of leading practice requirements for higher education institutions
  • Developed RFP for software and hosting under a Software-as-a-Service or Platform-as-a- Service agreement for approval and issuance by the System
  • Guided evaluation process including summarizing responses and following up
  • Guided preparation of demonstration scripts and managed vendor demonstrations
  • Provided guidance and counsel in support of software contract negotiation
  • Participated in implementation planning
  • Developed RFP for implementation services for approval and issuance by the System
  • Assisted in the evaluation of implementation service RFP responses
  • Provided guidance and counsel in support of implementation service contract negotiation

Timing
April 2014 – September 2015

 

The University of Texas at Austin (Multiple Engagements)

Functional Scope  
Student, HCM, FM

ISG Services

  • Supported development of Administrative Systems Master Plan (ASMP) Road-mapping Project to identify and evaluate replacement options and to develop the strategy for the multi-year transition to new enterprise application. Options included:
    1. PeopleSoft ERP already licensed by The University of Texas System (a) on-premise and (b) hosted off-premise
    2. Workday and PeopleSoft Campus Solutions hosted under Software-as-a-Service arrangement
    3. Kuali, the community source, collaborative solution
    For each option,
  • Developed a phasing approach and recommended timeline
  • Documented the advantages, disadvantages, and risks
  • Documented the staffing impact/requirements
  • Estimated the ten-year Total Cost of Ownership based on a set of documented assumptions
  • Prepared a summary comparison of the options
  • In conjunction with a subsequent engagement, supported a set of evaluation activities for a new ERP platform and implementation/integration services that included:
    • Documenting system requirements
    • Developing a Request for Proposal for ERP software and hosting services
    • Developing a Request for Proposal for implementation/integration services
    • Developing software demonstration scripts for use in software provider demonstrations

Timing
April 2012 – April 2015

                                

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