Changing the Game in Higher Education Technology Brian Knotts Senior Vice President, Global Architecture December 9, 200

1. Changing the Game in Higher Education Technology Brian Knotts Senior Vice President, Global Architecture December 9, 2009

2. Please remember to silence your telephone Thank you!

3. Higher Education Technology Today SPEAKER NOTES: This is a sampling of the common pain points we hear from customers about, noting that most of these problems are felt by higher education as a whole. They are problems common to our company, our customer community and the higher education sector overall. As we listen and engage with you, we also hear a lot about what you would like instead � and our challenge as SunGard Higher Education is to figure out the best ways to address these pain points and provide you with the outcomes and experiences you want.SPEAKER NOTES: This is a sampling of the common pain points we hear from customers about, noting that most of these problems are felt by higher education as a whole. They are problems common to our company, our customer community and the higher education sector overall. As we listen and engage with you, we also hear a lot about what you would like instead � and our challenge as SunGard Higher Education is to figure out the best ways to address these pain points and provide you with the outcomes and experiences you want.

4. Our Future Direction Solutions that better map to pain points and satisfy specific customer needs Lighter, more modular �solutions� instead of large, monolithic products More flexible delivery models and options for the digital campus SaaS, modularity, components on-demand, composite solutions, etc. Advantageous modern technologies and tools SOA, RIA, cloud computing, business process platform, etc. Open collaboration with customers to help them keep up with evolving needs SPEAKER NOTES: Advantageously for higher education, those pain points have also been felt in other industries and sectors. The software industry as a whole is moving in directions that will address many of these issues. SunGard Higher Education is taking a leadership position to help lead our sector towards this common technology future. What is this future about? [refer to points on slides] SPEAKER NOTES: Advantageously for higher education, those pain points have also been felt in other industries and sectors. The software industry as a whole is moving in directions that will address many of these issues. SunGard Higher Education is taking a leadership position to help lead our sector towards this common technology future. What is this future about? [refer to points on slides]

5. The �Shortest Distance� to Meeting Customer Needs SPEAKER NOTES:  Everything we do in terms of organization, process and solution delivery is consistent with that �shortest distance� metaphor as we work to improve alignment between what you tell us you need, the solutions we deliver and how we provide them. Specifically, we�re investing heavily in these areas: Focusing on customers first, by delivering exceptional service, accelerated delivery and passionate commitment to customers� success. Our recent addition of a new Chief Customer Office (Matt Mandalinci) and Jack�s appoint to an executive customer satisfaction role bear this out. Exceptional service (�One SunGard�). Making it easy to do business with SunGard. Accelerated delivery (�Speed�). Rapid response to each customer�s needs. Rapid delivery of timely products and services to meet higher education needs. Passionate commitment to customers� success (�Customer Focus/Outside-In�). We are only successful when our customers are successful. Cultivating the power of community involvement, by fostering customer input to strengthen our collective knowledge, innovation and value for all members of the community Extending campus environments to support academic, business and technological needs with solutions that increase flexibility, capability, scalability, security and cost-effectiveness This includes further investment in both new and existing solutions. Examples of how we�re extending the value of current solutions: Banner Enrollment Management, Banner Flexible Registration, Banner Travel & Expense Management, Spanish-language version of PowerCAMPUS, etc. Delivering solutions flexibly, iteratively and incrementally, using alternative business models, modular structures and phased approaches that improve timeliness, ease-of-implementation and fit for higher education needs Our new technology vision and strategy align directly with this point, as we shift away from large, monolithic, multi-year products and releases, and towards regular incremental releases and modular delivery to allow customers to take advantage of new functionality, features and technical improvements as they�re available, rather than waiting for longer product cycles. A huge benefit of this approach is that it will allow us to �shorten the distance� between identifying a customer�s need and responding. Innovating with new products and services, in functionality, content, process improvement, collaboration and delivery models to create solutions uniquely suited to the needs of educational institutions and the people they serve. Examples, new platforms: SunGard Higher Education Commons (new customer community & collaboration platform); STN Money Market Platform Examples, new, flexible, cost-effective delivery models: PowerCAMPUS UDC Hosting (new delivery model); Unified Digital Campus Academy (web-based training subscription service); Leveraged Services delivery model for centralized Technology Management Services, etc. Examples: new higher education value: Total Online Program Services, a new offering designed to help augment educational capacity and revenue streams by partnering with colleges to rapidly develop and support online/hybrid academic programs; Grants Services; Financial Performance Dashboard ServicesSPEAKER NOTES: Everything we do in terms of organization, process and solution delivery is consistent with that �shortest distance� metaphor as we work to improve alignment between what you tell us you need, the solutions we deliver and how we provide them. Specifically, we�re investing heavily in these areas: Focusing on customers first, by delivering exceptional service, accelerated delivery and passionate commitment to customers� success. Our recent addition of a new Chief Customer Office (Matt Mandalinci) and Jack�s appoint to an executive customer satisfaction role bear this out. Exceptional service (�One SunGard�). Making it easy to do business with SunGard. Accelerated delivery (�Speed�). Rapid response to each customer�s needs. Rapid delivery of timely products and services to meet higher education needs. Passionate commitment to customers� success (�Customer Focus/Outside-In�). We are only successful when our customers are successful. Cultivating the power of community involvement, by fostering customer input to strengthen our collective knowledge, innovation and value for all members of the community Extending campus environments to support academic, business and technological needs with solutions that increase flexibility, capability, scalability, security and cost-effectiveness This includes further investment in both new and existing solutions. Examples of how we�re extending the value of current solutions: Banner Enrollment Management, Banner Flexible Registration, Banner Travel & Expense Management, Spanish-language version of PowerCAMPUS, etc. Delivering solutions flexibly, iteratively and incrementally, using alternative business models, modular structures and phased approaches that improve timeliness, ease-of-implementation and fit for higher education needs Our new technology vision and strategy align directly with this point, as we shift away from large, monolithic, multi-year products and releases, and towards regular incremental releases and modular delivery to allow customers to take advantage of new functionality, features and technical improvements as they�re available, rather than waiting for longer product cycles. A huge benefit of this approach is that it will allow us to �shorten the distance� between identifying a customer�s need and responding. Innovating with new products and services, in functionality, content, process improvement, collaboration and delivery models to create solutions uniquely suited to the needs of educational institutions and the people they serve. Examples, new platforms: SunGard Higher Education Commons (new customer community & collaboration platform); STN Money Market Platform Examples, new, flexible, cost-effective delivery models: PowerCAMPUS UDC Hosting (new delivery model); Unified Digital Campus Academy (web-based training subscription service); Leveraged Services delivery model for centralized Technology Management Services, etc. Examples: new higher education value: Total Online Program Services, a new offering designed to help augment educational capacity and revenue streams by partnering with colleges to rapidly develop and support online/hybrid academic programs; Grants Services; Financial Performance Dashboard Services

6. Our Vision and Technology Strategy Introducing: The Open Digital Campus Our vision for giving colleges, universities and foundations unprecedented flexibility to shape how technology meets their evolving needs in a dynamic future. SPEAKER NOTES: To support these key areas of investment in the future, we are introducing a new vision and technology strategy to help guide both the company and our customers toward these new directions. It is: The Open Digital Campus � our vision for giving colleges, universities and foundations unprecedented flexibility to shape how technology meets their evolving needs in a dynamic future. The Open Digital Campus is a framework that extends and improves on the Unified Digital Campus, by shortening the distance between our customers� needs and the solutions we provide, in order to make digital campus environments more flexible, efficient, innovative and cost-effective. By combining our deep higher education expertise with modern technologies, alternative delivery models, SunGard, third-party and open-source solutions, we can help customers find the right solution for their current needs � and keep up sustainably as the needs and expectations of their campus communities evolve. SPEAKER NOTES: To support these key areas of investment in the future, we are introducing a new vision and technology strategy to help guide both the company and our customers toward these new directions. It is: The Open Digital Campus � our vision for giving colleges, universities and foundations unprecedented flexibility to shape how technology meets their evolving needs in a dynamic future. The Open Digital Campus is a framework that extends and improves on the Unified Digital Campus, by shortening the distance between our customers� needs and the solutions we provide, in order to make digital campus environments more flexible, efficient, innovative and cost-effective. By combining our deep higher education expertise with modern technologies, alternative delivery models, SunGard, third-party and open-source solutions, we can help customers find the right solution for their current needs � and keep up sustainably as the needs and expectations of their campus communities evolve.

7. The Open Digital Campus: How It Works We provide modular solutions, components and services on demand, allowing customers more options and flexibility to extend the value of their digital campus environments. SPEAKER NOTES: Consistent with broader software industry trends, through the Open Digital Campus we plan to deliver more open, modular components and �solutions� that work together to address clients� business needs in a more timely way, rather than large, often rigid and monolithic products. In addition to traditional on-premise implementations, we will offer more flexible delivery models and options that provide a stronger fit for each customer�s needs and preferences, such as SaaS, composite applications, and on-demand services and components. We are applying the Open Digital Campus vision to our entire portfolio, as well as new solution development. Alternate delivery models SaaS, cloud computing, composite solutions, managed services, etc., in addition to on-premise Advantageous technological approaches SOA; software, platform and infrastructure as a service (XaaS); leveraging components on-demand; Agile development methodology, etc.SPEAKER NOTES: Consistent with broader software industry trends, through the Open Digital Campus we plan to deliver more open, modular components and �solutions� that work together to address clients� business needs in a more timely way, rather than large, often rigid and monolithic products. In addition to traditional on-premise implementations, we will offer more flexible delivery models and options that provide a stronger fit for each customer�s needs and preferences, such as SaaS, composite applications, and on-demand services and components. We are applying the Open Digital Campus vision to our entire portfolio, as well as new solution development. Alternate delivery models SaaS, cloud computing, composite solutions, managed services, etc., in addition to on-premise Advantageous technological approaches SOA; software, platform and infrastructure as a service (XaaS); leveraging components on-demand; Agile development methodology, etc.

8. Open Digital Campus: Leveraging SunGard Infinity Lets look at what makes up the Infinity technology stack Lets look at what makes up the Infinity technology stack

9. Vision In Action

10. Open Digital Campus: SaaS Admissions Application Example of SaaS offering using a standard admissions application Pain Points Addressed Costly, time-consuming, painful implementations and upgrades Inability to quickly adapt to changing market and constituent demands Benefits of SaaS Lower IT Costs through increased productivity Shorter deployment time� Focus your technology budget and resources on strategic mission rather than on infrastructure Gain immediate access to the latest innovations Global availability

11. Infinity Registry Repository Solution to store our assets Answers where do you put all of the �pieces� of a composite solution Accessed with web pages, micro-sites and API�s

20. Each submitted application sends a "consumption unit" to the Infinity Billing Hub. This is handled by the metering component built into the hosted multi-tenant application running in the Infinity cloud.Each submitted application sends a "consumption unit" to the Infinity Billing Hub. This is handled by the metering component built into the hosted multi-tenant application running in the Infinity cloud.

21. Open Digital Campus: TREx Development Project Example of Customer collaboration development process around Texas High School Transcript load using IPP Pain Points Addressed Time-consuming, process associated with loading high school transcripts� Inability to use same processes from year to year Benefits of Infinity Process Platform Lower IT Costs through increased productivity Integrates and orchestrates applications required to complete the upload of transcripts Enables reuse of existing applications as part of the solution Allows for greater extensibility of a solution Enables IT and Functional experts to come together and work together on the same modeling tool for a common solution

25. Loading Texas High School Transcripts We know Carolann Sharon�s HS transcript was included in the file we received today because we opened the raw data file and saw her info in there. This is a search for Carolann on SPAIDEN (Our general person form) to check the data We see her information has been transferred from the User SZPTREx (This designates it was received from our our automatic TREx upload process)We know Carolann Sharon�s HS transcript was included in the file we received today because we opened the raw data file and saw her info in there. This is a search for Carolann on SPAIDEN (Our general person form) to check the data We see her information has been transferred from the User SZPTREx (This designates it was received from our our automatic TREx upload process)

26. Loading Texas High School Transcripts Source of this data is HS Transcript SZPTREX (our automated process loaded this)Source of this data is HS Transcript SZPTREX (our automated process loaded this)

27. Loading Texas High School Transcripts Race/Ethnicity moved over for CarolannRace/Ethnicity moved over for Carolann

28. Loading Texas High School Transcripts SOATEST shows Carolann�s (TAK�s) test scores have been moved over to Banner. TAK�s is a Texas specific assessment and knowledge test.SOATEST shows Carolann�s (TAK�s) test scores have been moved over to Banner. TAK�s is a Texas specific assessment and knowledge test.

29. Loading Texas High School Transcripts SOAHSCH is SOA High School and shows the high school name as well as the transcript received date for the college. Received from an official HS TranscriptSOAHSCH is SOA High School and shows the high school name as well as the transcript received date for the college. Received from an official HS Transcript

30. Loading Texas High School Transcripts SZAHSTR is the Texas specific HS transcript form for TREx upload. General Tab shows the Texas assigned TREx Tracking number for the transcript The Texas Education Agency (TEA) name for the Highschool The Banner name already stored for the same highschool (in appropriate case) Also Carolann�s Class Rank and size etc.SZAHSTR is the Texas specific HS transcript form for TREx upload. General Tab shows the Texas assigned TREx Tracking number for the transcript The Texas Education Agency (TEA) name for the Highschool The Banner name already stored for the same highschool (in appropriate case) Also Carolann�s Class Rank and size etc.

31. Open Digital Campus: Common User Experience Example of Commons User Experience Pain Points Addressed Inconsistent user experience within and across applications Older interfaces that are inflexible, not intuitive, or process-driven Longer training cycles for new employees Benefits of Common User Experience Consistent, streamlined and persona driven user experience Rich interactions, information and input in a relevant context Evolutionary Approach

32. User Interface Modernization of Banner: Functional Overview Move to a more user centered design The user is the center of the application Provide persona driven workflows with personalization capabilities Improve usability through consistent, effective design Refresh the look and feel to provide a rich, engaging and effective interface Improve the user experience while limiting potential retraining issues 32

33. User Interface Modernization of Banner: Technology Overview Move away from Oracle Forms to a more standards based user interface technology HTML, CSS and JavaScript Banner Horizon will sit on the Aurora Platform Common UI Platform providing consistency across all SunGard Higher Education products Aurora can be used with 3rd party and home grown applications Business logic within Oracle Forms moves to services on the Java Platform Currently evaluating Grails which leverages Spring and Hibernate Languages Java and Groovy Java Platform - Java "platform" refers to the running of Java programs versus Java itself, which is a programming language. Java programs are machine independent and run intact on any hardware platform that has a Java interpreter (JVM). This "write once, run anywhere" concept is what makes Java so appealing. There are several languages that compile to byte code that can run on the Java Platform such as Groovy, Scala, JRube and Clojure.Java Platform - Java "platform" refers to the running of Java programs versus Java itself, which is a programming language. Java programs are machine independent and run intact on any hardware platform that has a Java interpreter (JVM). This "write once, run anywhere" concept is what makes Java so appealing. There are several languages that compile to byte code that can run on the Java Platform such as Groovy, Scala, JRube and Clojure.

34. 34 Modular and Services Oriented Architecture Align Banner Digital Campus to the Open Digital Campus vision and strategy Modular design allows openness Simplify customization and extensibility Business logic moved from Oracle Forms to Java Platform Exposed as RESTful Web Services Investigate ways to break Banner into smaller components

35. Support Choice for the Application Server Oracle WebLogic Application server will be one of the supported application servers Provide ability to lower total cost of ownership of Banner if necessary Shift away from Oracle Forms allows possibility for choice Evaluating open source options such as Apache Tomcat Ensuring maintenance and support is available for open source options We are looking tc Server (Enterprise Tomcat)We are looking tc Server (Enterprise Tomcat)

36. Tools to Assist in the Modernization Automate whatever we can to assist in the modernization Tools to help migrate from Oracle Forms to the new architecture E.g. Take an Oracle Form and generate portions of the new architecture Provide tools to our customers to assist in modernizing customizations We already have been able to parse all of Banner to provide guidance on complex areas

37. Example of Tooling

38. Minimize the Impact of Upgrades The new architecture must not disrupt the current business processes Upgrade should require little to no retraining needs Provide tools to assist in upgrade Provide user experience improvement enhancements when possible

39. Be Open, Be Transparent We need your involvement! We need your feedback! Project Horizon will not succeed without customer involvement Join a Scrum Team Will offer information sooner than later Sometimes what we share will be concepts that can and will change This is a new SunGard Higher Education, we�d rather feedback sooner than later!

40. Preparing for the Future Banner Architecture Future is now Over last several years Banner has grown much beyond Oracle Forms and PLSQL Banner Workflow Banner Enrollment Management Banner Travel and Expense Banner Flexible Registration Banner Effort Reporting and Labor Redistribution Banner Self-Service (release end of year)

41. Skill Sets to Support Banner in the Future The Java Platform plays a key role within Banner The ideal IT staff would be Familiar with deploying Java EE applications Knowledgeable of open source frameworks such as Spring and ORM technologies such as Hibernate Oracle Database PLSQL but trending down albeit slowly Oracle Application Servers We are currently researching and planning to certify Oracle WebLogic 11g

42. Skill Sets to Develop and/or Modify Banner in the Future Sound understanding of the fundamentals of Object Oriented (OO) development Knowledge of the Java language Java plays a key role in Banner www.java.net Intermediate familiarity with Spring and Hibernate Spring - www.springsource.com Specifically Spring IoC, Spring Security Hibernate � www.hibernate.org Specifically Hibernate Core

43. Design Concepts First iteration of wireframes for Horizon

44. Design ConceptsGeneral Medical Information (GOAMEDI): Before Screen

45. Design ConceptGeneral Medical Information When clicking to go to next slide click in the text input field next to �Name�When clicking to go to next slide click in the text input field next to �Name�

46. Design ConceptGeneral Medical Information: Auto Complete After talking about the autocomplete functionality mimic selecting Joe SmithAfter talking about the autocomplete functionality mimic selecting Joe Smith

47. Design ConceptGeneral Medical Information: Key Board Navigation We want to demonstrate key board navigation works. We can mimic clicking the button OR clicking the down arrow to go to next slide or next block.We want to demonstrate key board navigation works. We can mimic clicking the button OR clicking the down arrow to go to next slide or next block.

48. Design ConceptsGeneral Medical Information: Read Only Views Read only page. After talking about it click the up arrow in the top right to go back to previous block.Read only page. After talking about it click the up arrow in the top right to go back to previous block.

49. Design ConceptsGeneral Medical Information: Document Management

50. Design ConceptsGeneral Medical Information: Editing a record We now show the next block. Notice how the first one is selected in blue. Click the right arrow to mimic going down to the next record via keyboard.We now show the next block. Notice how the first one is selected in blue. Click the right arrow to mimic going down to the next record via keyboard.

51. Design ConceptsGeneral Medical Information: Editing a record We are going to mimic clicking the Equipment code lookup button.We are going to mimic clicking the Equipment code lookup button.

52. Design ConceptsGeneral Medical Information - Lookups Mimic selecting BWRMimic selecting BWR

53. Design ConceptsAward Maintenance (RPAAWRD): Before screen

54. Design ConceptsAward Maintenance: Example Key block for RPAAWRDKey block for RPAAWRD

55. Design ConceptAward Maintenance: View Records This demontrates the read only view of the page. This is a form with tabs. Simulate clicking the �Overrides� link.This demontrates the read only view of the page. This is a form with tabs. Simulate clicking the �Overrides� link.

56. Design ConceptAward Maintenance: Navigating large grids The section jumped to the appropriate section in the grid. Simulate clicking Federal Direct Parent Loan row.The section jumped to the appropriate section in the grid. Simulate clicking Federal Direct Parent Loan row.

57. Design ConceptsAward Maintenance: In line edits Row is selected and the user is defaulted in the appropriate field first.Row is selected and the user is defaulted in the appropriate field first.

58. Design ConceptsAward Maintenance: Before and After

59. Open Digital Campus: Mobile

60. Multi-Entity Processing Strategy

61. Multi-Entity Processing (MEP) Strategy Phase 1 (November � January 2010) Build internal Banner UDC Multi-Entity Processing Environment to test use cases Identify pain points and build backlog Products that do not support MEP will begin designs to become MEP compliant

62. Multi-Entity Processing (MEP) Strategy cont�d Phase 2 (February � September 2010) Adoption for Products that do not support MEP today (Flex Reg, T&E, EM and Advance). Change data model to add the vpdi_code to all tables Address core Banner UDC issues that came from Phase 1 testing 3rd party impacts

64. �The Banner upgrade process and approach is very dated. �A change to one Banner application can cascade and require a customer to upgrade all Banner modules at the same time. �This creates a huge burden for our clients as they do not have the staff nor the upgrade timeframe windows available for these massive upgrades.� Jack Kramer

65. Key Issues Clients have so many customizations, they fear what the upgrade will �do to them� Upgrades involve many manual steps Interdependencies creates a complex web that the clients too often needs to figure out themselves

66. PHASE 1 � Provide more information for clients in their research phase Improve ability for clients to figure out how much a customization will impact them, by: Providing mechanism for them to compare their database tables to the tables of a new release Providing a queryable list of APIs and tables that are referenced within each Banner form Could be available to clients in January (against the December release of Banner products)

67. PHASE 2 � Improve our internal development process Simplify complexities in how we manage our code, so that we can provide leaner, better tested code that does not require a long packaging cycle after development is complete Reverse-engineer Banner database schemas to simplify install/upgrade scripts Separate install data versus sample data, so that we can give clients a choice if they want to load sample data (versus making clients �scrub� sample data)

68. PHASE 3 � Improving the Upgrade Steps Remove platform-specific scripts (.shl, .com), so that improvements only need to be done once Simplify the number of inputs the installer needs to make (more defaults, more automation) Implement Groovy as Banner upgrade framework (flexible for our other products as well) so that we establish a common interface amongst our product upgrades

69. PHASE 3 (continued) � Automating Banner Builds Automate Banner builds so that we can Quickly identify problems Better understand product interdependency issues Although Banner is complicated, we limit ourselves by not having a straightforward process to install Banner. Once we simplify our scripts, we should be able to automate daily builds, and lessen the burden of manual updates for our release specialists

70. PHASE 4 � Adding a GUI Interface Add a user interface to the upgrader (like Install Anywhere) once our new process has been put in place Will walk the client through the upgrade steps, reducing human install/upgrade errors Will instill confidence in clients that this is a professionally packaged product

71. Long-term recommendations Reduce complexity and cost of an install/upgrade, by converting old code (like COBOL) into a newer technology (like Java) Reduce how many version-control tools SunGard Higher Education uses so that Sharing code internally is easier Expertise on maintaining a code repository is centralized Release specialists don�t need to have knowledge on multiple versions of this kind of software

72. What will the Open Digital Campus do for you? You�re continually planning for your future. Our job is to help you prepare and move in new directions when you�re ready. We can help you: SPEAKER NOTES: With the Open Digital Campus, SunGard Higher Education is looking ahead and preparing a path to help institutional leaders shape the future for how technology will help them grow and improve. Above all, we are committed to preserving and extending the value of our customers� current investments as we move forward. SPEAKER NOTES: With the Open Digital Campus, SunGard Higher Education is looking ahead and preparing a path to help institutional leaders shape the future for how technology will help them grow and improve. Above all, we are committed to preserving and extending the value of our customers� current investments as we move forward.