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NextGen student-phase update: prototyping, CRM RFP and staffing steps aim to reduce risk
Summary
System leaders described prototyping, a roadmap for connected projects, a CRM RFP in progress and new staffing (Campus Works and a NextGen director) intended to improve coordination ahead of a March phase transition and a June follow‑up report.
System leaders gave trustees a detailed NextGen update focused on the student phase, prototyping work, governance and staffing changes intended to reduce integration risk.
Interim program manager Nate Hollinger said the program management office is adapting governance from the prior HCM/finance rollout and aiming to empower day‑to‑day decision making while clarifying escalation paths. "We are moving into the next project phase starting in March," Hollinger said, and added that the team will provide clearer guidance on when to escalate decisions to program steering committees or the chancellor.
Vice Chancellor Bailey introduced Campus Works representatives Liz Murphy (CEO) and Mike Russell (senior adviser) and the newly hired NextGen director, Chris Kelpie. Leaders praised extensive prototyping work undertaken over the last year and named a dozen campus staff who led prototype review sessions; presenters said the prototyping gives the system better insight into downstream impacts and dependencies.
On integration and CRM: presenters said the CRM RFP is wrapping up and that a decision matrix is being developed to clarify which functions will live in Workday and which will be handled by a CRM. "Workday needs that CRM to complement it," the NextGen director said; presenters emphasized the CRM will be designed to support student success workflows and to interoperate with the Workday student configuration.
Staffing and change management: Campus Works will lead an organizational change management (OCM) assessment and Stacy Krotzer has joined as an interim OCM lead. Presenters said the system is adding targeted roles and leveraging shared employee agreements so campus subject matter experts can participate in prototyping and testing while maintaining campus responsibilities.
Next steps: leaders said they will continue prototyping, finalize the roadmap and bring further timeline and vendor details to the board by June. Trustees asked for clearer documentation of responsibilities, data flows and testing expectations ahead of the March work phase.
