Board of Trustees Meeting Agenda | May 13, 2021

Long Term Investments Proposal Form – ERP to Cloud At the February 25 th Board of Trustee meeting, the Trustees directed staff to prepare a list of investments that would help position CWU for the post-COVID environment. The investments also should help CWU distinguishes itself from other institutions of higher education. For this purpose, “investments” could mean something new, more of something we are currently doing, or something to mitigate liabilities that could inhibit future success. These investments should align with the three institutional priorities articulated by President Gaudino:

retention, workforce diversity, sustainability. 1. Short descriptive name for investment:

EPR to Cloud and Conversion to SaaS

2. Investment Description:

• What does the investment buy and whom or what purpose does it serve?

The ERP to Cloud Strategy project proposes to move CWU’s core business applications (Peoplesoft Human Resources, Financials and Student) to the cloud to enhance the student experience, reduce our risk exposure, provide enhanced business insights, and streamline job processes. We are proposing a phased multi-year approach to address more immediate risks in the short term while positioning CWU for long-term success. The first phase would be to move our existing Peoplesoft systems to an infrastructure as a service (IaaS) solution, such as Oracle or Amazon. Moving our current systems to the cloud will provide redundancy and disaster recovery that we currently do not have in place and mitigate an immediate risk. At the same time, ISS will lead a campus-wide effort to assess and evaluate solutions to move the HR and Finance applications to a software as a service platform (SaaS). There are several vendors offering best of breed SaaS solutions for HR and Finance, including Oracle and Workday. Once the evaluation is complete and a vendor is selected, the final phase of the project would be the implementation of the move to a SaaS solution. While evaluating solutions for HR and Finance, we would also look at possibly moving the student management as well. If a viable solution is identified, we would look to include that in the scope of the project.

• Is all or part of the investment one-time or continuing?

There are one-time costs for implementation as well as continuing costs to maintain operations.

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