This is a summary of a poster session presented at the 1993 CAUSE Annual Conference held in San Diego, California, December 7-10. It is the intellectual property of the author(s) and may not be published without permission. Disseminating the material otherwise is permitted, provided that the author(s) and the original presentation of the paper at CAUSE93 are acknowledged. SELECTION PROCESS FOR THE UNIVERSITY OF IDAHO'S ADMINISTRATIVE COMPUTING SYSTEM By: Ron Smith Director of Business and Accounting Services University of Idaho The following will provide a methodology the University of Idaho used to select an administrative computing system. The steps involved in the process included identification of the problem, the creation of a strategic direction and timeline, discovery of what was possible, evaluation of alternatives, determination of philosophies, creation of the request for proposal and selection and implementation. STATEMENT OF THE PROBLEM The university had been criticized in recent reports and committees for inadequacies in the present system. Notable inadequacies included the following: 1.The lack of a database management system (DBMS) making the sharing of data elements between applications a difficult task. Data such as "names" were stored in several different applications and not easily maintained or consistent within the university community. 2.The expense and difficulty of maintaining the current administrative software. Because the system was based on numerous applications tied together with COBOL programs, any changes in one system may cause an unanticipated change in another system. 3.The legacy system were inflexible, slow and incapable of providing the information needed to provide management a basis for informed decisions on a timely basis. 4.There was a lack of many necessary and required applications. Either the systems were not available or so inadequate that departments were required to maintain "shadow systems" in order to provide accurate and timely information. 5.A lack of integration and commonalty between administrative computer systems and academic systems caused the lack of information needed for tasks such as departmental administration and student advising. STRATEGIC DIRECTION AND TIMELINE For nine months the administrative computing committee met on a weekly basis the charge to identify administrative computing needs and recommend solutions. Membership included personnel from all administrative areas on campus and representation from the instructional and academic areas. The committee identified five stages to compete in order to accomplish its charge: 1. Discover Stage 2. Evaluation Stage 3. Directional Stage 4. Request for Proposal Development 5. Selection and Implementation Stage The committee set an ambitious, but achievable, timeline to complete the first four stages in nine months. Discovery Stage During the discovery stage, the committee concentrated on activity that would identify as many alternatives as possible to meet the administrative computing needs of the university. Activities included a review and valuation of the existing system, inquiries to other institutions of similar missions and student populations, vendor software demos and administrative computing conferences, invitations to UI faculty with expertise in applicable areas to give seminars on modern computing technologies and functionality required in an administrative system. As a result of these efforts, the committee identified the committee establisheda philosophy that included the following: 1. Customer service focus 2. Open system architecture 3. use of GUI and SQL technologies 4. Relational Database Management system Evaluation Stage Using the information obtained and philosophies established in the discovery stage, the committee evaluated several alternative solutions. The alternatives included keeping the current in-house developed system writing the missing applications, requiring the in-house applications already developed and purchasing a database management package, purchasing a database management package and buying the application modules from many different vendors, or purchasing a database management package and buying the majority of applications from a single vendor, and developing the missing modules in-house. Alternatives were evaluated on the following goals: 1. Meet 90% plus of the administrative needs. 2. Position UI to take advantage of Client/Server technology 3. Establish the university as a leader in use of computer system solutions . 4. Provide a fully integrated solution. Directional Stage The evaluation of results shoed the development of an in- house system to meet all the needs of the campus required too many resources and would take too much development time. The vendor supplied alternative appeared to be more feasible based on the cost of the systems and the ability to achieve the philosophies and goals of the committee in a timely manner. Request For Proposed (RFP) Development Using the previously identified functional requirements, separate software and hardware FRPs were developed that included the goals, direction and philosophies of the university along with any unique departmental requirements identified in the needs analysis. Included in the philosophy of the RFP was the establishment and commitment of the vendor to enter into a long term partnership with the university. Selection and Implementation After evaluation of the RFPs and on site visits by all acceptable vendors, a software vendor was selected. Later, the same evaluation process along with performance benchmarks were used to select a successful bidder for the hardware. An implementation schedule was developed to take advantage of natural cycles during the year. For example, the finance module will be brought on line at the end of a fiscal year, the human resources model will be "live" at the beginning of a calendar year, and the student module will be "live" on an academic year boundary. Selection Process for the University of Idaho's Administrative Computing System By: Ron Smith Director of Business and Ac Date Revised: 02/27/94 (bdz)