In business for people.

The Digital Campus EventJami MorshedVP, Global Education, Unit4

Matt SearlesIndustry Director, Education, Unit4 UKI

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Housekeeping

• Venue

• U4 Events app for Digital Campus

• Agenda

• Unit4 staff

• Terminology

• 10.00 Welcome

• 10.15 Matt Searles & Jami Morshed, Unit4

• 11.00 Break

• 11.10 Mark McManus, Microsoft

• 11.40 Jessica Figueras, Kable

• 12.10 Lunch

• 13.00 Sasha Phillips & Andy Garner, Unit4

• 14.30 Break

• 14.45 Abi Davies & Colin Colegate, Unit4

• 15.15 Tomas Starven, Unit4

• 15.45 Drinks

• 16.05 Closing Session

• 16.20 Drinks and Canapes

• 17.30 Finish

• 10.00 Welcome

• 10.15 Matt Searles & Jami Morshed, Unit4

• 11.00 Break

• 11.10 Mark McManus, Microsoft

• 11.40 Jessica Figueras, Kable

• 12.10 Lunch

• 13.00 Matt Searles, Selina Watmore Unit4

• 14.30 Break

• 14.45 Abi Davies & Colin Colegate, Unit4

• 15.15 Tomas Starven, Unit4

• 15.45 Drinks

• 16.05 Closing Session

• 16.20 Drinks and Canapes

• 17.30 Finish

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Today’s agenda

Legacy solutions haven’t met your needs for some time

Why do you need innovation now?

What makes U4SM ‘next generation’?

#1

#2

#3

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The current position

Happy 25th Birthday

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An industry undergoing rapid change globally

• Identify and intervene with at-risk students

• Lift graduation rates

• Support data-driven decision-making

• Increase enrolment and fundraising

• Address the needs of non-traditional learners

• Upgrade the student experience

• Do more with less

• Automate business processes

• Optimize financial and human resource assets

Boost Student SuccessAccelerate GrowthImprove Institutional

Effectiveness

Market Dynamics

Areas of Focus

Desired Outcomes

INCREASED COMPETITION FOR STUDENTS

A FOCUS ON ACCOUNTABILITY

NEW ECONOMICS

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The business case for change

“Do you want

to be the last

to choose a

legacy

system?”UK University

Registrar Quoting

Gartner

Competition

˃ Local and International competition

˃ Responding to new models and market entrants

˃ New cohorts need targeting

˃ Marketing function essential

˃ Responsive and agile to meet market demand

˃ Overseas competition increasing

Funding & Teaching Excellence

˃ Student fees Vs cost control

˃ Bill/OfS/TEF and fee control

˃ Competition – local and international

˃ External scrutiny

˃ Reduction in part-time students

˃ Widening participation

˃ Consolidation of support and delivery

The Student Experience

˃ Attracting more of the best students

˃ Students as fee payers and consumers

˃ The digital downgrade

˃ The need to be responsive and agile

˃ Increased choice

˃ Completion rates

˃ Enhancing the student experience

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Research findings

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Interesting Statistics

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A movement towards student-centric business models

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Unit4 Student Management

ADVANCEMENT

Build relationships and raise funds with alumni and donors

CRM FOR EVERYONE

Gain a 360-degree view of constituents across the entire student lifecycle

ACADEMICS

Unlimited course enrollment flexibility and streamlined curriculum management

ADMISSIONS

Automate your outreach campaigns and streamline your application process

FINANCIAL AID & SCHOLARSHIPS

Manage financial aid, scholarships and grants quickly and efficiently

STUDENT LIFE

Administer student housing, health services, job placement and more

BILLING

Securely perform all academictransactions

ANALYTICS

Support strategic initiatives with actionable data from built-in analytics

CAMPUS SERVICES

Manage facilities, parking and security with one integrated solution

SYSTEM MANAGER

Configure system settings and manageuser roles

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True Mobility: Any time, any place, any device, responsive UI

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Self-Service: Flexible Portals built on Content Management

CMS-Based Portals

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CRM for Everyone

Single view of the student across the entire system

Embedded in the process

Designed specifically around the needs of higher education

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A Digital Assistant for students

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Flexible Academic Models

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Configurable & Extensible

Automatic drag & drop Workflow Management

Based on decisions and actions

Fired off by Event Triggers

Workflow/Rules Engine

Create or adjust communication and interaction plan workflows with drag-and-drop simplicity.

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Self-Driven ERP

Robust Exception Management

Dynamic Lists that can fire off communications or rulesets

Self-Driven ERP

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Embedded Analytics

Fully integrated analytics

across all modules

Able to slice and dice

information as you see fit

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Social Media

Built in Relationship Management

Links students to other individuals

View relationship patterns

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Superstructure to support large, complex institutions

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APIs, Integration & Developer Ecosystem

Built on Microsoft Web API

REST Services

Simple configuration

Lightweight and perfect for mobile applications

Easy integration into other applications

Rich client toolkit for developers

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Analysts validate Unit4’s strength in higher ed

UNIT4(Student Management)

G G G G Y G

Workday(Student) Y G G G G G

Oracle(Student Cloud)

Y G G Y G Y

Campus Management(CampusNexus Student)

G Y Y Y Y G

Ellucian(Banner, Elevate)

Y Y G G G G

Tribal(SITS:Vision)

R Y Y G Y Y

Jenzabar(EX/JX/SONIS/Higher Reach) Y G Y G G G

ComSpec(Empower SIS)

G G G Y Y G

“Unit4 and Three Rivers Systems will combine to create a strong contender within the next-generation student information system market

…Unit4 would then be able to contend with Workday and take away market share from legacy players such as Campus Management, Ellucian, Jenzabar, Oracle and Tribal Group”

”If the company continues to build momentum, it will be the first

to bring a complete cloud-native student information system (SIS) to market and will be the “one to watch” in the competitive landscape.

A number of Unit4 customers have stated that the company has gone above and beyond, moving away from being a software

vendor and toward becoming a true partner that understands the needs of higher education institutions.

Unit4 deserves full credit for architecting a product that is

accelerating the SIS modernization trend.”

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10 questions to ask about your next-generation SIS

1. Is it a comprehensive solution that tracks the entire student lifecycle?

2. Does it have built-in analytics and a data warehouse?

3. Does it meet the needs of both traditional & non-traditional learners?

4. Does it provide CRM capabilities across the entire institution?

5. Is it flexible to adapt to your current and future needs?

6. Does it have actionable retention solutions inside the framework?

7. Does it have an integrated ERP?

8. Is it true cloud architecture?

9. Does it provide a “touch first” mobile and consumer-grade experience for students and staff?

10. Does it offer a rich API layer?

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11/2/20

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