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Session 58. Integrated Partner Management (IPM) for Financial Institutions Presenters Molly Wyatt Susan Stallard Margaret Ayanian Andrea DiDonna. Agenda. IPM Overview IPM Benefits IPM Workbench Preview Data Migration Overview Outreach & Training Timeline: “We Are Here” - PowerPoint PPT Presentation
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Session 58Integrated Partner Management (IPM) for Financial Institutions
PresentersMolly Wyatt
Susan StallardMargaret AyanianAndrea DiDonna
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Agenda• IPM Overview
• IPM Benefits
• IPM Workbench Preview
• Data Migration Overview
• Outreach & Training
• Timeline: “We Are Here”
• Timeline: “What’s Next”
• Contact Information
• Q&A
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IPM Overview
Integrated Partner Management (IPM) solution provides an end-to-end view
of the Federal Student Aid’s 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 OverviewIPM consolidates business functions currently being provided by multiple systems:
Lender Application Process (LAP) Electronic Application (eAPP)eZ-AuditParticipation 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-onConsistent user experienceEase of use and navigationIncreased 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 what’s the impact?
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1. What new functionality are we really gaining with the IPM Phase 1 implementation and what’s the impact?
2. What will the IPM website look like?
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Phase 1 IPM Functionality Areas
Enrollment Services
Online Submissions
Participation Services
User & Partner Management
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Participation Services – Functionality
Online Submissions Notifications & Work Que Document Upload OMB Viewer
User Management Partner Management
Enrollment Services – Functionality
Access Rights
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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 & TrainingIPM 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: What’s NextWith 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 InformationWe appreciate your feedback and
comments. We can be reached at:
Molly Wyatt• Phone: 202-377-3358• Email: [email protected]
Susan Stallard• Phone: 202-377-3628• Email: [email protected]
General IPM Questions: [email protected]
Margaret Ayanian• Phone: 703-289-8183• Email: [email protected]
Andrea DiDonna• Phone: 703-289-8069• Email: [email protected]
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Q & A
