Session 58

Integrated Partner Management

(IPM) for Financial Institutions

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

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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.

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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

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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.

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IPM Benefits
Reduction of Paper-based Processing
– Introduces 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.

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IPM Workbench Preview

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

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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

Participation Services Enrollment Services

Online Submissions User & Partner Management

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Participation Services – Functionality

Online Submissions Notifications & Work Que Document Upload OMB Viewer

Enrollment Services – Functionality

User Management Access Rights

Partner Management

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 IPM Website Sample

Participation Services

Notifications & Work Queue Online Submissions Document Upload Form Viewer
- Lender Application
- Compliance Audit

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 IPM Website Sample

Enrollment Services

User Management Partner Management Access Rights

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Data Migration Overview

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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.

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Outreach & Training
IPM Outreach/Communications:
– Continue to provide IPM project status updates at Federal Student Aid
conferences.

– 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’.

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Timeline: We Are Here

We Are
Here

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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

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Contact Information
We appreciate your feedback and
comments. We can be reached at:
Molly Wyatt Margaret Ayanian
• Phone: 202-377-3358 • Phone: 703-289-8183
• Email: molly.wyatt@ed.gov • Email: margaret.ayanian@psgs.com

Susan Stallard Andrea DiDonna

• Phone: 202-377-3628
• Phone: 703-289-8069
• Email: susan.stallard@ed.gov
• Email: andrea.didonna@ps.net

General IPM Questions: ipm@scglobal.com

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Q&A

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