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.
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University of Notre Dame
Notre Dame is one of the nation’s premier private higher education institutions. Defined by its Catholic character, the University enrolls approximately 15,000 students. Notre Dame’s strategic plan describes its commitment to significantly expanding its research activities. The University is investing in the infrastructure to support this aspiration.
Functional Scope
Research Administration
ISG Services
- Review and develop recommendations regarding the business case developed by Notre Dame Research leadership and staff
- Assess current business processes supporting research administration including:
- Pre-award
- Compliance
- Post-award
- Agreement management
- Financial forecasting
- Reporting
- Cross-functional
- Identify issues and opportunities for immediate and longer-term improvement
- Assess organizational readiness to move forward with implementation of future-state processes supported by a new Software-as-a-Service (SaaS) solution.
Timing
Beginning in October 2024
Maricopa Community Colleges
The Maricopa County Community College District is comprised of ten independently accredited institutions. Each offers a unique set of for-credit and noncredit programs. The colleges enroll more than 140,000 students, making Maricopa one of the largest community college districts in the nation. Maricopa colleges are in the Phoenix, AZ area. For-credit instruction is offered academic, occupational, recreational / avocational (leisure), and adult basic education or high school equivalency, and secondary (high school) programs. Non-credit education is offered through workforce education, contract/customized training, developmental education, recreational / avocation / leisure / personal enrichment, adult basic education, adult high school diploma or equivalent, English as a second language, and continuing professional education programs. Across the ten colleges, the Maricopa colleges enroll more that 27,000 high school students in college courses for credit.
Maricopa Colleges
Chandler – Gilbert Community College
Estrella Mountain Community College
Gateway Community College
Glendale Community College
Mesa Community College
Paradise Valley Community College
Phoenix College
Rio Salado College
Scottsdale Community College
South Mountain Community College
Functional Scope
Student Affairs, marketing, communications, and case management processes supporting Strategic Enrollment Management (SEM) objectives and related system functionality supporting Maricopa’s tracking of a student’s progress through the student life cycle.
Project Scope
Assessment of current system capabilities and, as appropriate, selection of a SEM product or products that are characterized as Customer Relationship Management (CRM) and/or Case Management (CM) products.
ISG Services
- Develop a Vision Statement and Guiding Principles for the project
- Develop the Project Governance Structure with assigned roles and responsibilities
- Understand the current SEM environment to meet federal, state, and District policy or regulatory requirements
- Assess the processes’ level of maturity, strengths, pain points, and areas of improvement
- Develop functional and technical requirements that support the Maricopa-envisioned, future-state processes
- Develop a specific set of tools to assist Maricopa in its software selection process
- Develop a description of tasks and deliverables that the Maricopa Evaluation Committee may use to independently evaluate CRM and CM products
- Develop and present a final report describing findings and a path forward.
Timing
Beginning in September 2024
University System of Georgia - 28 components and the University System Office
System Members
Abraham Baldwin Agricultural College
Albany State University
Atlanta Metropolitan State College
Augusta University
Clayton State University
College of Coastal Georgia
Columbus State University
Dalton State College
East Georgia State College
Fort Valley State University
Georgia Archives
Georgia College and State University
Georgia Gwinnett College
Georgia Highlands College
Georgia Institute of Technology
Georgia Public Library Service
Georgia Southern University
Georgia Southwestern State University
Georgia State University
Gordon State College
Kennesaw State University
Middle Georgia State University
Savannah State University
South Georgia State College
University of Georgia
University of North Georgia
University of West Georgia
Valdosta State University
The Board of Regents of the University System of Georgia (University System Office)
System component institutions are independent entities. ISG will work with representatives from the component institutions throughout the project.
Functional Scope
Student, Human Capital Management (HCM), Financial Management
ISG Services
- Service as USG’s Unified ERP Project Governance Consultant
- Project vision and guiding principles development for this project to replace USG’s existing, distributed resource planning systems with a modern, centralized, cloud-based Software-as-a-Service (SaaS) solution – a project in furtherance of USG’s strategic plan
- Project governance structure development including assigned roles and responsibilities
- Leading practice requirements refinement based on requirements originally developed by USG with component representatives
- Oracle Cloud and Workday capabilities comparison against the defined leading practice requirements
- Vendor selection recommendation and business justification
- Recommended implementation approach
- Executive summary presentation to USG leadership.
Timing
Began August 2023
Tarrant County College
Tarrant County College District is one of the largest community colleges in the nation. The website, collegeevaluator.com, ranks Tarrant as fourth by 2022 enrollment. Tarrant offers courses to learners in the Ft. Worth, Texas area on five physical campuses and through a virtual campus. Tarrant delivers for-credit instruction through academic, occupational, recreational / avocational (leisure), and adult basic education or high school equivalency programs. Non-credit education is offered through workforce education, contract/customized training, developmental education, recreational / avocation / leisure / personal enrichment, adult basic education, adult high school diploma or equivalent, English as a second language, and continuing professional education programs. During the academic year ending in 2023, Tarrant enrolled more than 11,000 high school students in college courses for credit. Tarrant operates as a single accredited institution.
Functional Scope
Student including Constituent Relationship Management (CRM), Human Capital Management, and Financial Management System Move to the Cloud; Business Case for Change; SaaS Software and Implementation Services Contract
Development and Negotiation; Readiness Assessment; Project Start-up Preparation; Implementation Project Oversight
ISG Services
- Current state / current system assessment
- Business case development
- Guidance in assessing Software-as-a-Service (SaaS) options for SIS / ERP software and implementation services to replace Ellucian Colleague software including current system assessment and business case for change
- Master Agreement and Statement of Work development and negotiation in support of TCC’s contract for Anthology Student™, Anthology Occupational Insight™, Anthology Finance and HCM™, Anthology Payroll™, Anthology Student Verification™, Anthology Reach™, Anthology Succeed™, Anthology Apply™, Anthology Engage™, and Course Evaluations, and associated implementation services
- Readiness Assessment preparation and presentation
- Project Start-up Preparation including governance, project management, and standards preparation; project staffing and backfill; and project team development in preparation for implementation and vendor team start-up
- Implementation project oversight including a monthly assessment of project risks and recommended mitigating actions, and of project issues and recommended resolutions
- Guidance in assessing SaaS options for Applicant Tracking System software and implementation services which resulted in TCC’s selection of PageUp
- Guidance in evaluating whether to replace third-party legacy software with Anthology or continuing use of the third-party software and modifying the integration with Anthology
- Professional services as authorized by institutional leadership and appropriate to the circumstances.
Timing
June 2020 – December 2023
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
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
December 2019 – April 2021
University of Arizona
Functional Scope
Financial Management System Move to the Cloud
ISG Services
- Readiness Assessment for a financial management system replacement initiative based on interviews with representative academic, auxiliary, and central support unit leadership; analysis of findings and conclusions
- Presentation of Readiness Assessment findings, conclusions, and recommendations to senior financial and technology leadership including a roadmap to achieve a level of readiness sufficient to support an enterprise system replacement project
- Project management in support of the evaluation of financial management Software-as-a-Service (SaaS) product and implementation service support options, and implementation of Oracle Fusion ERP Cloud Financials.
Timing
Began October 2019
University of Arkansas, Fayetteville
Functional Scope
Financial Management, Human Capital Management
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
September 2019 – May 2020
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
- The University of North Texas at Dallas
System component institutions are independent entities. ISG worked with representatives from the component institutions throughout the project.
Functional Scope
Student, Financial Management, Human Capital Management
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, Financial Management, Human Capital Management
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
Human Capital Management
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, Customer Relationship Management (CRM), Configure-Price-Quote for new program/course development, Human Capital Management except for foreign payroll, Financial Management
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
Financial Management, Human Capital Management
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, Financial Management, Human Capital Management
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
Financial Management, Human Capital Management
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
- Presenting the monthly QA assessments to the project Steering Committee and posting it to the State of Washington CIO online dashboard
- Preparing and presenting a capstone Lessons Learned document
Timing
July 2017 – June 2021
University of Maryland at Baltimore (Engagement and Amendment for Additional Services)
Functional
Scope
Financial Management, Human Capital Management
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, Financial Management, Human Capital Management (HCM)
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
In conjunction with a subsequent engagement, led the procurement of an alumni/develop system and implementation services:
- Provided a full range of acquisition support, including development of an RFP for alumni/development SaaS software and implementation services, response evaluation and analyses, demonstration and interview scripts
- Supported Evaluation Committee in contract negotiations
In conjunction with a subsequent engagement, provided the System with interim project management services in connection with the implementation of Workday HCM and financials.
Timing
March 2016 – June 2021
Arizona State University (Multiple Engagements)
Functional Scope
Financial Management (FM), Human Capital Management (HCM), Payroll
ISG Services
In 2022, ASU engaged ISG to support its efforts to assess its current HCM/Payroll systems, and subsequently support the procurement of new HCM/Payroll software and a system integrator:
- Discovery, research and analysis of current university policies and practices, system deficiencies and customizations to identify system requirements for the new HCM
- Documented the findings in a comprehensive Current Systems Assessment report and presentation
- Assisted ASU in finalizing the overall project scope including the list of features/functions to be deployed
- Prepared and presented a Market Scan of the current HCM/Payroll systems landscape in higher education, including best practices, current and future market trends, and innovative solutions and technology
- Assisted the University in determining the true cost of ownership of each viable HCM solution
- Assisted and advised the University during the HCM software evaluation, selection, and contract process
- Developed the procurement strategy for HCM/Payroll system integrator
- Developed a Request for Proposal for ERP system integration services
- Developed a project resourcing/staffing plan for the implementation
- Designed and managed the formal evaluation process
- Developed a comprehensive set of scripts for vendor interviews and manages oral presentations
- Facilitated and supported contract negotiation.
In 2018, ISG was engaged to support ASU in its acquisition of and preparation for a new financial management system for the University:
- 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
- Managed software demonstrations
- Provided Evaluation Committee support
- Facilitated and supported software contract negotiation.
In conjunction with a subsequent engagement, provided quality assurance during the FMS implementation 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
March 2022 – January 2023 (Human Capital Management)
November 2014 – July 2018 (Financial Management)
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
Human Capital Management 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, Financial Management, Human Capital Management
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
