Business / Technical Brief

Campus Solutions: Blueprint

for Journey to the Cloud

How Campus Solutions customers can envision

their journey to the Cloud, with recommendations
from Oracle

March 2022 Version 1.0

Copyright © 2022, Oracle and/or its affiliates
Public

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Purpose statement
This document provides an overview to Oracle’s investment in our student
solutions, including Campus Solutions 9.2, Student Management Cloud and
Student Financial Planning. It is intended solely to help you consider the options
for leveraging these Oracle solutions to meet your strategic business goals. We
provide guidance for customers considering their journey to the Oracle Cloud,
including the near-term business benefits of deploying new features and
capabilities in Campus Solutions, including integration to the cloud-native
Student Financial Planning. This document also provides recommendations for
actions institutions can take now to prepare for implementation of the new
Cloud SaaS solutions described.

Disclaimer
This document in any form, software or printed matter, contains proprietary
information that is the exclusive property of Oracle. Your access to and use of
this confidential material is subject to the terms and conditions of your Oracle
software license and service agreement, which has been executed and with
which you agree to comply. This document and information contained herein
may not be disclosed, copied, reproduced or distributed to anyone outside
Oracle without prior written consent of Oracle. This document is not part of your
license agreement, nor can it be incorporated into any contractual agreement
with Oracle or its subsidiaries or affiliates.

This document is for informational purposes only and is intended solely to assist
you in planning for the implementation and upgrade of the product features
described. It is not a commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality described in
this document remains at the sole discretion of Oracle. Due to the nature of the
product architecture, it may not be possible to safely include all features
described in this document without risking significant destabilization of the code.

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Table of contents

Purpose statement 2
Disclaimer 2
Oracle’s investment in higher education 4
Investment in Student solutions 5
Journey to the cloud for Oracle customers 9
What you can do NOW to prepare for the journey 10
Recommendations for timing of adoption of Student Cloud 14
Technical support for migration from Campus Solutions to Student
Cloud 15
Summary 15

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 “Higher education is a
strategic industry, critical
to the advancement of our
economy. And, as
disruption sparks
innovation across every
other industry, colleges
and universities are also
grappling with the
profound changes to the
delivery of teaching,
learning, and research. In
an effort to support its
long-term success, Oracle
is investing in the higher
education industry.”
https://www.youtube.co
m/watch?v=d_12Yt0mp
Ow
Safra Katz
CEO
Oracle

Image Caption 1. Oracle is proud of our long-term investment in higher education

Oracle’s investment in higher education

Oracle commitment to the higher education sector
Oracle is committed to ensuring that our higher education customers are able to use our solutions to empower them
to navigate disruption in the higher education industry successfully, both today and into the future. Colleges and
universities worldwide face unprecedented challenges, including accelerating resource constraints, higher costs of
doing business, new business models, and for many, a decrease in student and faculty acquisition and retention. We
see many opportunities where our application and technology strategies can help institutions transcend some of the
challenges they are currently facing, or will likely face, in years to come.

The focus of this document is on Oracle’s solutions for managing the higher education student lifecycle, with the goal
of providing information and guidance on the best option that may fit your institution’s student information system
(SIS) needs, today and tomorrow.

Our commitment is evident from the delivery of best in class enterprise applications, with Campus Solutions playing a
key role in our support of the industry; Oracle also provides options for ERP/Financials and Human Capital
Management (HCM) solutions from PeopleSoft, EBusiness Suite and Oracle Cloud. These solutions have been
configured to apply best practices to unique HE institutional needs. The investment extends to our new cloud-native
SIS solution that is designed to be more flexible, automated, and focused on student outcomes than any solution
currently available. In keeping with our thirty-year history of close customer engagement and partnership, Oracle
development teams are engaged in strategic and feature-specific conversations with higher education customers and

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system implementation partners through our support and enhancement processes. We also directly collaborate with
stakeholders through numerous customer advisory groups, industry groups, and standards organizations.

Investment in Student solutions

Image Caption 2 Delivering value to Campus Solutions customers

Investment in Campus Solutions

Oracle is committed to ensuring the continued success of the customers deploying our on-premises solution, while
also fostering and developing a streamlined path for those customers to move to our Student Cloud products on their
own timeline. Our investment strategy includes the following elements:

 Extending our Oracle Applications Unlimited commitment to support Campus Solutions minimally through 2032
(see this document)

 Maintaining a consistent focus on enabling our customers’ compliance with major regulatory and legislative
updates

 Strategic investments in Campus Solutions, focused on PeopleTools adoption, high-value customer priorities and
industry drivers, including planned support for new ways of tracking students’ academic progress, such as the
Comprehensive Learner Record, micro-credentials and competency frameworks

 In the near term, a particular focus area has been modernizing the user interaction and engagement model in
Campus Solutions. We leveraged the PaaS application, Oracle Digital Assistant, to deliver a purpose-built
digital assistant proof of concept for our Campus Solutions customers. Additionally, to provide data insights
for administrative users, we plan to deliver a proof of concept for Kibana analytic dashboards, leveraging the
PeopleSoft support for the Kibana platform. This platform enables sophisticated handling of large volumes of
data to provide insight for any business area. The Oracle Student Product Statement of Investment
(Document ID 2775751.1 in My Oracle Support) lays out more details on product plans.

 Delivering integration to the cloud-native Student Financial Planning application, enabling Campus Solutions
institutions to leverage new US-based Financial Aid functionality and capabilities

 Enabling Campus Solutions customers to reduce their hardware footprint by a lift and shift of their applications
for hosting on Oracle’s private or public cloud (IaaS), leveraging PeopleSoft’s Cloud Manager infrastructure to
facilitate and simplify the lift and shift

 Enabling Campus Solutions customers to move the on-going maintenance and hosting tasks of their
applications, in full or in part, moving resources off-premises to Oracle or an Oracle implementation partner,
leveraging PeopleSoft’s Cloud Manager infrastructure.
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Campus Solutions Roadmap
Through the release of 24 PUM images over the last 6 years, Campus Solutions 9.2 has delivered hundreds of
features and enhancements, most of which came directly from customer input and requests. The drivers for our
investment strategy can be captured with three themes: student first, extensible technology, and a practical path to
the cloud.

Student first
Our customers are very clear that the investments they make on campus must keep the focus directly on students as
they progress through the lifecycle, from being applicants to alumni. Projects, large and small, are evaluated against
the criterion of how it will contribute to the overall success of students at the institution. Beginning with the Fluid User
Experience, we provided significant new capabilities in Campus Solutions 9.2 by leveraging simpler self-service
transactions optimized for mobile devices with modern, streamlined and easy-to-use functionality. As of PUM 25,
Campus Solutions will offer a complete end-to-end fluid student self-service experience, with the remaining student
fluid self-service UIs planned to be delivered in 2022. Additionally, institutions can extend the application and build
their own Fluid UIs, utilizing the same developer tools that we use to deliver the Fluid experience.

Extensible technology
Starting with the frameworks we delivered in CS 9.0 (common attribute framework, rules engine, prospect data load,
population selection/update, etc.), we have embraced the capabilities of the Enterprise Components as well as
general PeopleTools updates. In recent years, we have focused on three major themes 1) offer a delivered end-to-end
Fluid student self-service experience; 2) enable innovation with easy to use configurable frameworks; 3) provide tools
to enable customers to extend and customize with configuration. Some of the configuration and personalization tools
that have proved highly valuable to our customers include Activity Guides, Notification Framework, ElasticSearch,
Page and Field Configurator, the Data Privacy Framework, and the Application Data Masking Framework. The HEUG’s
e-Academy Webinars are a great source of information for how customers have used these and other tools and
features.

Enabling a practical path to the cloud

Many customers are considering the benefits of deploying cloud-based applications for core administrative functions
on campus; recent experiences with the COVID-19 pandemic show clearly that cloud-based applications can provide
greater access and scale for business continuity. Even prior to this drastic event, however, institutions have
experienced the benefits of consumer-type cloud apps, such as email, and are expecting the same sort of
performance, ease of use, and reduced IT investment with enterprise applications.

Currently many schools are choosing to first adopt other components of a new administrative foundation, such as
Financials, Customer Experience (CX), or Human Capital Management (HCM), while closely watching the progress and
evolution of the SIS providers, with the plan to uptake a new cloud-based SIS as the solutions mature. An increasingly
popular selection is Oracle’s Student Financial Planning, with delivered integration to Campus Solutions. This cloud-
native application enables an institution to dramatically increase the automation of the Financial Aid process, freeing
up resources for more focus on students’ financial needs and success of the Enrollment Management office. Current
industry behavior reveals that few institutions have the desire to do a “big bang” replacement of the entire
administrative ecosystem; the ability to create their own implementation schedule, with modules that meet their
strategic priorities for transforming business areas, is key. See the Section on ‘What you can do now to prepare for
the journey’ later in this document for more information on cloud options.

The Campus Solutions roadmap is updated and published annually. Input to the roadmap includes regulatory
requirements, enablement of Tools features for Campus Solutions users and high priority customer requests.

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 Oracle PeopleSoft pplications Suite
Roadmap: Campus Solutions

AUS HEIMS (TCSI), TAC AUS TCSI Phase

NLD CAN T Usability updates:
UK UCAS, HESA, DFE Teacher trng, SLC, PBI NLD BBC, Joint Degrees, STAP RIO updates Financial Aid (in coordination with work on the
US -T updates UK HESA, UCAS updates Consolidated Appropriations Act)
US Fin Aid Year - (ISIR, PROFILE, R T , US T Graduation process enhancements
FISAP reporting, NSLDS, College Financing Plan page, US Fin Aid Regulatory updates (aid year speci c) COVID management
INAS technical update, DL and PELL COD updates (PI ); US - FA Consolidated Appropriations Act (multi -year) Preferred Pronoun used on Rosters
FA Pro le Sequencing corrections)
US Oracle Federal Methodology support (Beta pgm)
Tools Navigation enhancements, including Global US - Integrate with College Board INAS (cloud)
ElasticSearch Real -time indexing (class search, browse
Search, breadcrumbs for Fluid navigation, alphabetized
menus, update insensitive terminology WCAG . Accessibility enhancements (ongoing) catalog)
Integration to Student Financial Planning (ongoing) Global Address forma ing
Use of Drop ones in Person Pro le pages Student Financial Planning (ongoing)
Program Enrollment, Activity Management (ongoing)
ERP Cloud analysis ongoing
HCM Cloud analysis ongoing Additional Population Selection/Update options
Student Management Cloud analysis ongoing
Admissions Revocation quality initiative

Drop ones (ongoing) Kibana analytics dashboard

Common A ribute framework (ongoing)
Enrollment Digital Assistant (with license of ODA)
Performance -related work for Enrollment Classic Plus
Customer prioritized quality initiatives

/ / Restricted to event use

by development executives only.
Copyright © Oracle and/or its
a liates. All rights reserved

Image Caption 3. Campus Solutions Roadmap

Investment in Student Cloud

Oracle is delivering a cloud-native Student Information System, Student Cloud, that is designed from the ground up
to support the lifelong learner on one platform, from pre-collegiate programs, continuing education supporting
workforce development and personal enrichment, as well as traditional undergraduate, graduate, and professional
programs. A key piece of the Student Cloud is the solution for US financial aid – Student Financial Planning (SFP).
Student Financial Planning provides a highly automated, intelligent and personalized solution for managing any type
of financial aid support; we’ve integrated this solution with Campus Solutions so customers can take advantage of this
solution now. The design imperative for Student Cloud is “Make the Complex Simple” recognizing that a cloud
solution needs to provide institutions with extensive configuration capabilities to replace the legacy methodology of
customizing the code-line and UI of on-premises solutions to meet an institution’s needs. Oracle positions Student
Cloud as our SIS offering designed for the future of higher education, and is building it to be more flexible, insightful,
scalable, and focused on student outcomes than any SIS previously available.

Student Cloud Roadmap

The IT leadership at many institutions rightfully puts the best technology platform at the forefront of their decision-
making when evaluating deployment models for new applications. However, the critical decision about embracing a
new SIS must be supported by the functional benefits for the business. A new SIS should not only provide the
capabilities to run an institution, it should also provide the means to manage your business YOUR way, without the
perils of extensive customization common with prior technology platforms. Therefore, you need to look beyond the
checkboxes of feature/function and examine the architectural design of a new SIS. What configuration tools will you
have to define business process flows that allow you to differentiate? How extensible is the data model? What options
do you have to move data in and out of the SIS efficiently? What configuration choices will you have when defining
the academic structure; can the new SIS manage all the business models your institution supports now (and perhaps
in the future)? How easy is it to change business models and re-align your organizational structures? Will you be able
to use terminology and business flows that are familiar to your constituents?

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The Student Cloud product suite includes two main products–Student Management and Student Financial Planning–
that support both traditional and continuing education programming. These two modules provide full student
lifecycle support when deployed along with the Oracle CX (CRM) cloud solutions.

• Student Management (for traditional and continuing education/non-credit models)

• Core Person and Organizations

• Admissions

• Class Enrollment

• Academic Records

• Student Account/Student Financials

• Advising and Degree Audit

• Student Financial Planning (for US financial aid)

• Customer Experience (CX) (Oracle Sales and Service Cloud and Oracle Marketing Cloud):

• Student recruitment

• Student engagement

• Student support

• Advancement

We believe Student Cloud, built on the knowledge and insight gained from over 800 customers using Campus
Solutions for the past several decades, will provide the level of automation, flexibility and personalized engagement to
meet your institution’s needs now and for the future. Our customers have told us that the complexity created by the
extensive customizations most schools built - enabled by the current platform - has made the current SIS difficult to
extend or to change and therefore impossible to adapt for today’s needs. The industry needs a solution that will
reduce the complexity of setting up and maintaining a SIS that reflects your business needs, regulatory environment
and culture. You need the power to make the system your own through configuration, not customization. You need
the power to change that configuration, as your business needs change. You need the power to share ownership of
codifying the institutional policy with the functional experts, supporting them with tools that are designed for users
across the spectrum of technical acumen. This is what we mean when we say that Student Cloud can move the needle
in making the Complex, Simple.

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Image Caption 4. Student Cloud Roadmap

Journey to the cloud for Oracle customers

Options for the Journey
Your institution may be grappling with the need to modernize your infrastructure as well as your applications, and
frequently, institutions look at moving to a new technology platform holistically (“We’re moving everything to the
cloud”). However, while an “all or nothing” approach is right for some institutions, others find that taking a hybrid
approach to cloud services suits them better. A hybrid approach – perhaps moving on-premises applications to
hosting in the cloud or adopting one or more strategic SaaS applications - allows institutions to define their own path
and time-line for adopting aspects of the cloud. Institutions have the opportunity, then, to develop new skills and
processes that will be necessary for cloud services implementation and ongoing support in a more deliberate manner.
Regardless of how you define your journey to the cloud, the long-term technology direction for our industry seems
clear and Oracle is well positioned to support higher education customers on their journey to the cloud. This paper
will focus on options for cloud adoption that involve the student-facing solutions. First, we’ll highlight key differences
between on-premises applications and cloud-native applications.

Comparison of cloud-native and on-premises applications: implications for the institution

Software as a Service (SaaS) applications push the delivery of innovation and maintenance to the vendor (Oracle) and
enable institutions to always be on the most up-to-date code-line. Conversely, with on-premises applications, such as
PeopleSoft Campus Solutions, it is up to the institution to implement new capabilities that are released, whether in
quarterly updates or in “big bang” upgrades. Our customers have told us that an all-too-common scenario is the
inability to deploy new capabilities delivered by the vendor due to a lack of resources to evaluate what’s new and then
to find an opportunity to deploy that new functionality (and possibly untangle a related customization!) While
adopting a cloud application can’t solve resource issues, the Oracle quarterly cloud update schedule enables
customers to offer an application to their end-users that is continuously being enhanced. The responsibility of the
customer is then to evaluate, test and oversee the deployment of the new capabilities for their community. In this
Paper, we’ll talk about the likely impact of this new deployment model on how an institution leverages its resources.

The table below highlights some of the key differences between an on-premises application (e.g., PeopleSoft Campus
Solutions) and a cloud-native SaaS application (e.g., Oracle Student Cloud).

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 OR CLE C MPUS SOLUTIONS OR CLE STUDENT CLOUD

On-premises SIS offering SaaS SIS offering

Built on Oracle’s PeopleSoft App/Tech stack Built on Oracle’s Fusion App/Tech stack

Option to host on Oracle infrastructure Natively built and hosted on Oracle infrastructure

Direct customer access to code-line No direct customer access to code-line

(Enables PaaS applications – such as Visual Builder Cloud Service
(VBCS) – and natively built configuration-based frameworks for
extension and differentiation)

Direct customer access to database tables No direct customer access to database tables
(Enables PaaS applications – such as VBCS, Oracle Transactional
Business Intelligence (OTBI) and Oracle Analytics Cloud (OAC) – for
data model extensions and analytic/reporting capabilities)

Direct customer access to integration broker No direct customer access to integration broker
(Enables integration middleware PaaS applications – such as Oracle
Integration Cloud (OIC) – and natively built API endpoints for building
custom integrations, orchestrations and transformations)

Customer needs to implement available capabilities Capabilities/new innovation are automatically delivered with some
controls over customer-managed deployment

Customer adopts new delivered code-lines at their pace Customers are always on the most up-to-date code-line

Image Caption 5. Comparison of on-premises vs cloud applications

What you can do NOW to prepare for the journey

The journey to the cloud does not begin with new software! Using cloud-based software requires a change in how
your constituents work with a new system. Many institutions will find that without proper change management and
training, administrators will often revert to how they resourced, managed, and maintained their previous on-premises
software applications. Without a deliberate change of mind-set and proper planning, many of the benefits that SaaS
applications offer may not be realized. Recognizing the key tenet that all cloud software is on a single code-line which
all customers deploy, a clear reality is that your institution won’t have its own custom version of that code-line. You
will be able to take advantage of extensive configuration and some extensibility of the software, but you will use the
delivered “best practice” capabilities.

This leads us to one of the first activities that we recommend for institutions looking at a cloud-based SIS: evaluate all
your current business processes with the goal of increasing simplicity and reducing customizations. A strong ROI
focus of the need for each and every customization is a positive way to approach this analysis: does this
customization result in improved experience or business outcome for your constituents? Are there other ways you
could achieve the same outcome in a more standard way? The higher education industry is known for its
collaboration and support of standards that will ease the burden of connecting the ecosystem; contribute your
institution’s perspective to improve the experience for all.

We’ve suggested some opportunities to build cloud ‘muscle’; no sequential order is implied. Each institution’s journey
may take different forms but the desired end result is the same: expertise in managing a cloud ecosystem.

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Options to build cloud expertise
1. Host on-premises applications on Oracle Cloud Infrastructure (OCI) to reduce cost and IT resource burden
2. Invest in streamlining/improving current application usage, removing customizations by leveraging delivered
features
3. Conduct a thorough Business Process Review – define the “what should be”, not the “current state”
4. Utilize Platform as a Service (PaaS) technology to extend on-premises solutions
5. Adopt Student Financial Planning, to improve Enrollment Management results
6. Retrain/retool resources for Cloud management; cultivate Cloud thinking and mindset
7. Adopt Cloud horizontal applications that meet current business needs
Point #1 Move to Oracle Cloud Infrastructure with support of PS Cloud Manager
One option for the cloud journey that institutions are embracing is to move some or all of their application footprint to
Oracle Cloud Infrastructure. This has the advantages of using a cloud infrastructure (reduced hardware costs, reduced
IT maintenance required, etc.) while allowing the institution to maintain their current Campus Solution
implementation. More advantages of deploying some or all of your applications in Oracle’s Cloud Infrastructure (OCI)
are highlighted here.

The PeopleSoft team fully supports this capability through the power of the PeopleSoft Cloud Manager; this solution
greatly simplifies the time and energy your IT team expends on managing the PeopleSoft applications. By using OCI
with PeopleSoft Cloud Manager, rather than a third-party hosting platform, you gain the power of the native
PeopleSoft Cloud Manager for tasks such as lift-and-shift services, auto-scaling/auto-provisioning, and 1-click
update image installation. For more information, see this link:
https://docs.oracle.com/cd/E52319_01/infoportal/cloudmgr.html#tab3.

Point #2 Adopt new PeopleTools and Campus Solutions functionality

We’re at the beginning of the adoption phase for cloud-based solutions in higher education, including a cloud-based
SaaS SIS. Most higher education institutions are risk-averse; they are not interested in being on the leading/bleeding
edge of adopting solutions that can’t show a set of peer institutions with successful implementations. In the interim,
as that adoption curve follows the maturity of the cloud-based Student Solutions, Oracle encourages our customers
to leverage what Campus Solutions and PeopleSoft have to offer. Most institutions, for a variety of reasons, have not
been able to take full advantage of the significant enhancements in lifecycle management tools as well as features
and functionality that have been delivered by both the Campus Solutions team and the PeopleTools team. This is the
right time to investigate what is available that may be of high value for your institution, see what other institutions are
leveraging and begin the journey of streamlining your business processes (and maintenance application) through
delivered capabilities. Additionally, consider utilizing PaaS applications and PeopleTools enabled external
technologies, such as Oracle Visual Builder Cloud Service (VBCS), Oracle Digital Assistant (ODA), Oracle Integration
Cloud (OIC), Kibana Analytics, and ElasticSearch to innovate, extend, and differentiate. Utilizing these technologies to
replace your PeopleSoft customizations, where differentiation is still required, will enable you to continue to offer
innovation to your end users while developing expertise in the same PaaS applications and technologies that you will
need to utilize for extension and innovation for Student Cloud. Customers can keep current by reviewing updates on
www.peoplesoftinfo.com and by staying involved with User Groups, like HEUG, Quest and the Oracle communities.

Point #3 Define business process desired state

To clearly understand what capabilities your institution needs from a new SIS, you need to have a deep understanding
of your business, considering the goals and objectives of each business area. The focus needs to be on the future,
ideal state, not simply recreating what you do today. The hard work that needs to happen before any consideration of
a software solution is defining the business outcomes you need to achieve; evaluating HOW you get to those
outcomes is a later step. What is the optimum flow for a business process? What are the most efficient ways to

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accomplish the business objective? Where can automation be applied to the greatest impact, and what is the resulting
impact on staff’s workload/activities? How can you create the most seamless, touchless experience for your
constituents, especially for your applicants, students and faculty? Here again is an opportunity to work with your
peers to share ideas that are working well and could be adopted as a “best practice” at your institution.

It may be helpful to have an outsider’s viewpoint and guidance as you define the desired state of each business area;
a neutral party is likely to apply more objectivity about the relative merit of a particular way to handle a business flow.
Part of this effort, of course, is understanding why you created existing customizations in the first place and
determining if the function is still valuable. Later, you’ll evaluate possible strategies for needed functionality by
mapping to how you can deploy the software capabilities.

Oracle Consulting and other higher education partners can help. The higher education partner ecosystem is acutely
aware that the decades of customizations built in on-premises SIS solutions has resulted in the inability for
institutions to change, to introduce new programs and business models and to innovate to meet the institution’s
mission. The heavily customized SIS makes it very difficult to do much more than “keep the lights on and the trains
running” and in today’s environment, this is an unacceptable relationship between the institution and their SIS!

Oracle Consulting and other Oracle higher education-focused partners offer programs to support customers getting
the most out of their investments in Oracle on-premises solutions, as well as conducting business process reviews.
These include:

 Get current – designed for institutions who need to apply recent updates from PeopleSoft or EBusiness
applications

 Optimize and expand – designed to identify and enable quick wins by optimizing current application usage
and reducing technology complexity (this offering includes analysis of customizations (CEMLIs) with an effort
to leverage existing functionality to replace part or all of the customization)

 Cloud roadmap – designed to help customers build their own unique roadmap to support their journey to the
cloud

Point #4 Utilize Platform as a Service technology to extend solutions

PaaS, or platform as a service, is a set of cloud services to build and manage and extend modern applications in the
digital era—on-premises or in the cloud. PaaS delivers the infrastructure and middleware components in the cloud to
enable developers, IT administrators, and end users to build, integrate, migrate, deploy, secure, and manage mobile
and web applications. To aid productivity, PaaS offers ready-to-use programming components that allow developers
to build new capabilities into their applications, including innovative technologies such as artificial intelligence (AI),
chatbots, blockchain, and Internet of Things (IoT). This also includes suites of application development tools,
including cloud native services, Kubernetes, Docker and container engines, and more.
As noted earlier, an advantage of deploying PaaS technologies to support differentiation with your current
applications is your team builds expertise with technologies that are used to extend the Oracle cloud-native
applications.

Point #5 Hybrid ecosystem: Campus Solutions plus Student Financial Planning

In addition to the opportunity to reduce hardware expense and reduce IT maintenance burden by moving to Oracle
Cloud Infrastructure, there are multiple solutions in Oracle’s application inventory that support the higher education
industry. Many customers are realizing the value of enhancing their abilities to automate and modernize their US
Financial Aid capabilities by adopting Student Financial Planning (SFP), with delivered integration to Campus
Solutions. This first step to a cloud SIS represents an advancement in one of the most critical areas for student
support: ensuring timely, accurate Financial Aid management. This is an attractive first step to the cloud because
customers can implement a single module, rather than replace an entire system. The functionality enabled by SFP is
the real driver behind institutions’ adoption; the ability to analyze each individual’s FA history and predicted situation

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creates a powerful, personalized system. Institutions are benefitting from SFP’s focus on a touchless student and
parent experience on the front end and extreme automation for the Financial Aid office.

Point #6 Shift your mindset from customization to configuration and extension

The ability to consume innovation on a regular or continuous basis is a key characteristic of cloud-ready institutions.
This is a function of the institution having a strong handle on its business processes including which are commodity,
adhering strictly to industry best practice, and which are differentiating, requiring extensions or deep configuration.
Additionally, these types of institutions have typically built permanent functions with a formal organizational structure
to lead and manage the innovation uptake including managing the releases, providing training, monitoring end-user
uptake, and evaluation ROI.

As institutions start to prepare for their cloud journey and shift from on-premises applications to SaaS applications,
part of that preparation will need to be a resetting and retraining of resources responsible for ensuring institution
policies and/or strategic institution differentiations can be realized in the application. Potentially the most disruptive
change will be that development and technical resources will need to shift from a mindset of code-line
customizations, to a mindset of configuration and extension. We recommend you prepare for a move to the cloud by
training your development and technical resources on the best-practices, methodologies, and
technologies/languages for extending SaaS applications with PaaS development and integration tools, such as Oracle
Visual Builder Cloud Service (VBCS) and Oracle Integration Cloud (OIC). Furthermore, as SaaS applications emphasize
configuration capabilities for differentiation and automation - such as rules engines and workflow orchestration
capabilities - institutions will need to re-think resources allocated to maintaining configuration in the application so
you align subject matter experts with more technical experts. Development resources may not be developing code but
they will be working with highly technical configurations, leveraging syntax. Re-training and shifting your resources
from an on-premises application support model to a SaaS support model will enable you to leverage more of the
power that SaaS applications have to offer.

In addition to shifting and re-training resources, we recommend that institutions start their quarterly maintenance
approach planning early, with an emphasis on supporting a SaaS continuous delivery model. Most SaaS applications,
including Student Cloud, have scheduled releases where customers receive the release update in their test
environments for a period of time (often 2 weeks) before the release is applied to the customers’ production
environment. While the benefit of this continuous delivery model is that customers are always on the most up-to-date
code-line and have the newest capabilities, the tradeoff is that customers need to put a larger emphasis on absorbing
updates and regression testing on a more regular basis. To limit impact on your institution while reaping the benefits
of SaaS applications, you should consider incorporating a comprehensive maintenance management plan early on in
your path to the cloud planning.

Image Caption 6. Preparing for a SaaS continuous delivery model – Hypothetical example

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Point #7 Hybrid ecosystem: Campus Solutions with horizontal modules
Oracle’s Higher Education cloud comprises Oracle’s horizontal solutions – that is, Human Capital Management (HCM),
Enterprise Resource Planning/Financials (ERP), Enterprise Performance Management (EPM) and Customer
Experience (CX). These are mature solutions with hundreds of higher education customers around the world.
Customers can deploy these cloud solutions to meet their strategic priorities, while maintaining Campus Solutions for
their SIS. Regardless of how you define your journey to the cloud, you can start now and take a hybrid approach,
allowing you to move at your own pace while developing new skills and processes that will be necessary for successful
adoption of a new SaaS SIS.

Recommendations for timing of adoption of Student Cloud

Student Cloud comprises two core modules: Student Management (covering Admissions, Academics, Advising and
Student Accounts) and Student Financial Planning (US Financial Aid). These two modules are at different levels of
maturity; hence, Oracle’s recommendation differs for when an institution should deploy these solutions. Simply put,
the Student Financial Planning module is a mature solution, ready for deployment in all types of US institutions. While
support for Institutional Methodology is on the roadmap, all the other core Financial Aid business flows are fully
supported, with high degrees of automation. Student Financial Planning provides our current Campus Solutions
schools in the US with a modern, flexible, automated and personalized solution, fully integrated with Campus
Solutions. Clearly, this is a great example of one option for following the “practical path to the cloud”: Campus
Solutions natively integrated with Student Financial Planning.

The Student Management module is being built and delivered following an agile development methodology. As part
of the Oracle Fusion family of cloud applications, we follow the continuous innovation quarterly release cycle.
Informed by the priorities of our current customers, our initial delivery milestone for Student Management provided
support for core non-credit or Continuing Education business models. The foundational architecture and data model
is built to support any type of learning activity, from one hour CPR refresher classes, to company-sponsored training
events, to online MBA programs, to traditional for-credit undergraduate and graduate student programs. The next
major milestone in our delivery approach is planned for the end of 2023; at that milestone we expect to deliver
business process support for the undergraduate student lifecycle (admissions through graduation). Once that core set
of business processes are delivered, Oracle plans to layer in automation (deploying the frameworks including the
rules engine and workflow orchestrator) as well as enhanced ability for customers to extend the solution and integrate
Student Cloud within their ecosystem. Functionality to support the range of academic program types (e.g.,
professional schools, graduate/research-oriented programs) as well as to support the configurability needed by
institutions, expands with each quarterly release.

Institutions and system implementation partners recognize that an implementation of a new, evolving solution, with
software updates four times a year, necessitates a different approach to an implementation. You need to have a
thorough understanding of the existing functionality at the start of the project, along with a clear view of what’s
planned for the next several updates. While many new features are delivered as opt-in, the implementation team will
need to do the analysis of the new functionality and its potential impact on their eventual adoption. You may need to
update the configuration of parts of the system, resulting in re-testing of business flows. Knowing that the stability of
the product is a key factor in the success of an implementation, Oracle’s recommendation is that institutions begin an
implementation of the Student Management module after the 2023 milestone. The Strategy team provides frequent
updates on current product capabilities as well as publishes a Roadmap for the product features so our customers can
stay up to date on our plans. You can see the published Student Cloud roadmap here.

US market as initial focus

The initial market focus for Oracle’s Student Cloud is the US. While the data model is being designed to accommodate
support for higher education business practices around the world, the focus for the release at the end of 2023 is on
the requirements of the US market.

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Plans for markets outside the US
Delivering the ability to support multiple currencies and languages is just the beginning of supporting a SIS for a
global audience; the types of data managed as well as the different approaches to many business processes mean
that the entire product needs scrutiny. The team will evaluate the data model and business process flows to
determine where to extend both to support new markets. Our open architecture and frameworks provide a great
foundation for ensuring Student Cloud will meet the needs of the global market.

As the data model is extended to support requirements from other markets, the Strategy team will inform our
customer base and partners in each region. We plan to dedicate resources to ensuring we have a product that meets
core global needs; this initiative is planned as the next major milestone after the core undergraduate business process
support, noted above.

Next, Oracle will look at the market readiness for adopting a cloud-based SIS in the regional markets. This business
analysis will help us determine where and when we will plan to build out key product localizations, specific to a
particular market or region. Factors include Oracle datacenters for hosting SIS data, legal/regulatory acceptance of
hosting SIS data, and customer demand in that region.

Technical support for migration from Campus Solutions to Student Cloud

Oracle Support
Oracle has defined a number of programs to support customers who are adopting cloud solutions. You can find out
more about those resources here (Soar program) and here (Oracle consulting). Also, you may find educational
support at Oracle University, such as this short workshop on moving PeopleSoft to Oracle Cloud Infrastructure.

The Student team at Oracle is in a unique position to provide support for our customers’ migration since we build and
maintain both Campus Solutions and the Student Cloud. We know the data model of both solutions so will be able to
work with partners and customers to deliver data migration scripts and other supporting utilities. We plan to deliver
not only technical migration support but also functional migration support in terms of “translating” how business
processes are different in Student Cloud. We expect Oracle University to provide training opportunities for our
customers. Additionally, the Student development team intends to deliver a number of technical papers on topics that
support customers’ move to the cloud, starting with a soon to be released paper detailing Campus Solutions
capabilities for integrating with Oracle SaaS applications, including ERP, EPM, HCM, SFP, and CX.

Partner Support
Higher education enjoys a rich ecosystem of partners to support implementations, hosting and migrations. Oracle is
working closely with our partner community to make sure they have current information on quarterly updates, as well
as longer-term roadmaps. Partners are investing in helping customers continue to gain benefits from Campus
Solutions and are ready to help an institution understand what it means to move applications and/or infrastructure to
the cloud. Partners can be especially valuable for customers who want to truly transform their business, supported by
an implementation of a new application; it is often useful to have an external party provide input to defining and
executing strategic business priorities. Customers should ensure that they choose partners with extensive experience
in higher education, specifically in working with Student systems. Additionally, as most institutions are just beginning
to build expertise in cloud application deployment, partners should provide expertise in cloud implementations and
management for the application(s) the institution has chosen. Depending on your internal resources, the partner may
also provide value in supporting the change management functions.

Summary
Oracle’s recommendation for our Campus Solutions customers in the near term is to maximize your investment in
Campus Solutions and PeopleTools. Oracle guarantees Premier support for PeopleSoft applications minimally
through 2032, so you have time to realize an investment plan and longer-term migration plan. The PeopleSoft

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products keep current with cloud technology and are leveraging PaaS technology for the benefit of our customer
base; you are not falling behind. With the cadence of quarterly PUM images, you can refine your maintenance
approach to a cycle of consuming innovation and updates more frequently, adjusting to a cloud maintenance model.
This effort will enable you to improve the service you provide to your students and community, and build the cloud
muscle to support your eventual adoption of new applications.

The objective of this Paper was to highlight tactical options and considerations for your review as you plan your
investment in Campus Solutions and new cloud solutions. As you consider your journey to the cloud, we offer some
higher level considerations that we feel will impact your success in undergoing this transformation.

Considerations for cloud adoption projects

• Multiple paths are available – what is the best fit for your strategic mission/needs?
• Is the adoption of cloud technology appropriately supporting a larger transformational effort by your
institution?
• Leadership support is imperative! Look for consistent support across all lines of business, not just one
enthusiastic advocate.
• Secure funding – have you secured both short-term funding for the immediate project and long-term
funding for true transformation?
• Resources required for each option – what number and type of resources are required? Are supplemental,
temporary resources needed (e.g, Partners)?
• Ability to assess the ROI of each option considered – is there agreement on the anticipated business benefits
and IT benefits?
• Assess and communicate the impacts on today’s campus – which current processes need to change, which
ecosystem connections need to be re-established, how will employee roles and responsibilities change?
• What pre-requisites exist before the project can commence - technical or business requirements before
adopting a new application or technology?
• Change Management – have you defined resource alignment and training, communication plans before,
during and after the project commences, training and documentation on the new technology or application,
updated maintenance methodology, and so on?
When we talk about the journey to the cloud, we recognize there are two distinct sets of considerations: the technical
aspects of cloud infrastructure and the functional element of deploying a new application, with new capabilities, new
user experience and new architecture. Both of these changes will create significant impact and therefore require
multi-faceted planning across multiple stakeholders at the institution. Every institution’s journey will be different but
we know there are common elements to any SIS implementation project (conversion of legacy data, disposition of
existing customizations, creation of integrations, configuring set up and controls). We hope this paper has provided
some initial, high-level guidance and recommendations that will make the path clearer for Campus Solutions
customers and possibly suggest some options that you hadn’t considered. Oracle’s Student team will continue to
update our customers, via webinars and conference presentations and through updates to papers like these, posted
to My Oracle Support.

Oracle is committed to our Student customers and partners and is determined to meet three objectives: 1) provide the
best solution to support the institution’s current needs as 2) we build out new solutions to ensure a successful future.
Making sure our current customers have a streamlined path to deploy that new solution, when they are ready, is the
third major objective!

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