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Thursday, November 15, 2018

OIT prepares for transition from Transform to Perceptive Content tool

OIT continues to progress through set-up and discovery of the new e-forms tool, Jadu’s Perceptive Content Portal, which will replace TransForm beginning in early 2019. The selection of Jadu centered around the need to have a tool that the end users, the folks who own the processes, could configure rather than relying on a workflow developer to do the bulk of the work. This new tool will allow for the majority of work to be done on the business level while working with OIT for additional data integrations and deployment.

The vendor was on campus for a few days in early October to conduct technical training for the Document Management Team and facilitate installation planning. OIT will hold a kickoff meeting for the first pilot round in mid-November to review rollout plan, roles and responsibilities during the pilot, and how first-round transitions will help develop OIT business processes and training. Training of first phase participants is scheduled for early December with the development of Transform processes starting in early January.

Academic Support Resources will be transitioning the current Twin Cities processes for Tuition Refund Appeal and Change of Expected Graduation Term, and the Twin Cities and Rochester process for Cost of Attendance Appeal for undergraduate and graduate students. We have been instructed to transition these processes in their current state with needed content and workflow tweaks, and prepare them for adding usage by other UMN campuses, if interested, in a future project phase.

OIT is planning a phased rollout of Jadu. Select units currently using TransForm will be in the first pilot phase, followed by the rest of TransForm users prior to an enterprise-wide roll out. OIT has asked the future users to please be patient during their current set up and pilot phases. They will be releasing further information to the full UMN community as business practices are developed.

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