# Presentation: 301986

## Session 3

- Integrated Partner Management
- (IPM)
- 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”
- Timeline:  “What’s Next”
- Contact Information
- Q&A

## 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.

## IPM Overview

**IPM consolidates business functions currently being provided by multiple systems:**
- Lender Application Process (LAP)
- Electronic Application (eAPP)
- eZ-Audit
- Participation 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-on
- Consistent user experience
- Ease of use and navigation
- Increased security

## 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.

## IPM Benefits 

**Reduction of Paper-based Processing**
- Increased 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.

## IPM Workbench Preview 

## 1. What new functionality are we really gaining with the IPM Phase 1 implementation and what’s the impact?

## 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**

**Eligibility Services **

**User & Partner Management**

## Eligibility Services – Functionality  

**Online Submissions**

**Notifications & Work Queue**

**Document Upload**

**Form Viewer**

**User Management**

**Partner Management**

**Enrollment Services – Functionality  **

**Access Rights**

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## IPM Website Sample 

**Enrollment Services **

**User Management**

**Partner Management**

**Access Rights**

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## Data Migration Overview

## 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.

## Outreach & Training

**IPM Outreach/Communications:**
- Continue to provide IPM project status updates at Federal Student Aid conferences.
- ACG/SMART (Fall and Spring sessions) training sessions for Schools.
- 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’.

## Timeline: We Are Here

**We Are Here**

## Timeline: What’s Next

- With 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* *

## Contact Information

- We appreciate your feedback and comments. We can be reached at:

- Molly Wyatt
-   Phone: 202-377-3358
-   Email: _[molly.wyatt@ed.gov](mailto:molly.wyatt@ed.gov)_
- Susan Stallard
-   Phone: 202-377-3628
-   Email: _[susan.stallard@ed.gov](mailto:susan.stallard@ed.gov)_

- General IPM Questions:  _[ipm@scglobal.com](mailto:ipm@scglobal.com)_

- Margaret Ayanian
- Phone: 703-289-8183
- Email: _[margaret.ayanian@psgs.com](mailto:margaret.ayanian@psgs.com)_
- Andrea DiDonna
- Phone: 703-289-8069
- Email: _[andrea.didonna@ps.net](mailto:andrea.didonna@ps.net)_

## Q & A