Bursaries Development Workshop - Steve Derrick
description
Transcript of Bursaries Development Workshop - Steve Derrick
![Page 1: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/1.jpg)
Bursaries Development Workshop- Steve Derrick
Capita FHE National Conference 13th – 14th May 2013
![Page 2: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/2.jpg)
2
?Some Questions
• Do we have anybody here today using the product?• What are clients saying?• Is the current product still fit for purpose?• What is the product good at?• What areas are weak?• Are there any new requirements?
![Page 3: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/3.jpg)
3
Objectives
• Requirements gathering• Reviewing the legacy product• Talking to existing or potential clients to get ideas• Determining the Scope• Working towards a new application by November 2013
(PR3) including Replacement SFS product for the UK market Replacement Bursaries product for Scottish Market
I am currently …
![Page 4: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/4.jpg)
4
What are clients saying?
“ The product does what it’s supposed to do but …”
“It’s a bit old fashioned looking”
“It’s a bit quirky”
“It needs to be more connected”
![Page 5: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/5.jpg)
5
Quick demonstration of SFS
![Page 6: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/6.jpg)
6
1. Student Award Application for Hardship
An application is made against the Hardship fund
![Page 7: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/7.jpg)
7
2. Student Award Transaction for HardshipOne or more award transactions are made against the award
The user clicks on the ‘update profile’ button to generate an instalment plan
![Page 8: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/8.jpg)
8
3. The Payment Schedule - BACSShowing the progress of the payments
This plan was set up to be payable by BACS
The number of instalments was defined against the module in this instance
![Page 9: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/9.jpg)
9
4. Payment Schedules – Internal TransferThis time showing details from an award application for childcare
The number of instalments is different and note that the payments are via internal transfer to the College Nursery provider
![Page 10: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/10.jpg)
10
5. Payment Schedules – Paying an External OrganisationAn award application for Childcare can be paid directly to the Nursery’s bank account
Clicking on Pay Details shows that the payment was made directly to Stepping Stones Nursery
![Page 11: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/11.jpg)
11
6. Payment Schedules – Multiple Award TransactionsAn award application can be made up of multiple amounts
Clicking on Breakdown shows that the payment is made up from two award transactions of Hardship and Childcare
![Page 12: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/12.jpg)
12
Ideas so far
• Online application for bursaries by the student• SMS text messaging or email notification for awards• Specific screens e.g. Childcare• Include the Appeals process• Easier searches• Keep payments to external organisations• Include choice of ad hoc due dates for payment plans• Determining ‘how much’ to award remains a manual
process
![Page 13: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/13.jpg)
13
Other questions?
• Do we keep ‘manual loans’?• Fund budget entries – and transfers between funds?• Is the Funds Analysis useful?• Are there any recurring problems in the current software
that we should know about?• Any new reports?
![Page 14: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/14.jpg)
14
How can you help further?
• All requirements and analysis is being input via an online ‘Board’ called Trello (www. trello.com)
• Anybody can be invited• Screen shots (e.g. new design prototypes) can be uploaded• Clients can add comments and vote on decisions• Requirements extracted into the project can be prioritised
and viewed
![Page 15: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/15.jpg)
15
The Trello Board:
![Page 16: Bursaries Development Workshop - Steve Derrick](https://reader035.fdocuments.net/reader035/viewer/2022062520/568161df550346895dd1f1d6/html5/thumbnails/16.jpg)
16
Any other questions?