Advanced Data Integration - Business Case for Success Presented By: Allan Sonkin – Project Manager, Blackboard Consulting Kent Leonard – Director, Blackboard

Advanced Data Integration - Business Case for Success

Presented By:Allan Sonkin – Project Manager, Blackboard ConsultingKent Leonard – Director, Blackboard Consulting Tuesday, April 12, 2005

2:00pm - 3:15pm

A word from our lawyers…

• Any statements in this presentation about future expectations, plans and prospects for Blackboard and other statements containing the words "believes," "anticipates," "plans," "expects," "will," and similar expressions, constitute forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including the factors discussed in the "Risk Factors" section of our most recent 10-K filed with the SEC. In addition, the forward-looking statements included in this press release represent the Company's views as of April 11, 2005. The Company anticipates that subsequent events and developments will cause the Company's views to change. However, while the Company may elect to update these forward-looking statements at some point in the future, the Company specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing the Company's views as of any date subsequent to April 11, 2005. Blackboard, in its sole discretion, may delay or cancel the release of any product or functionality described in this presentation.

Opening Slide

• Session Objectives:– Integration Technology– Implementation Process– Defining The Value

• Innovation– Maturity of the ADI Technology &

Experience

• Results/Outcomes– Client Case Studies

Integration Technology

Better Integration is Possible

Networked Transaction Environment™

A User’s Perspective of theNetworked Transaction Environment

ParkingPay for garage fees

The Online CampusCheck your account balance,

order items online

Campus ActivitiesPurchase game tickets

Residential LifeSecurely enters and

leaves facilities

BookstorePurchase goods

and services

Food ServiceCafeterias and vending

machines

BbOneSM

Local merchants acceptUniversity ID Card as payment

Stumbling “Blocks”

Multiple Interfaces+

Vendor confusion+

Unrealized ROI+

Dead ends Support Issues________________________

Ubiquity challenge

THIRD

PARTY

STRATEGY

=

Systems Integration

• Two categories– Transaction Integration

• Transaction Integration Agent (TIA)• Point to Point Interface• Financial Information $• TIA Host

– Data Integration• Data Integration Agent (DIA)• Database Integration• ASCII Data• Building Blocks™ Manager

Transaction Integration

3rd Party

Point of SaleBlackboard Transaction

System™

• Third Party Point of Sale Systems • Campus Bookstore• Campus Convenience Stores• Controlled Printing• Fee Payment• Parking Solutions• Arena Concession• Print Management

Transaction Integration Agent

3rd Party

Server

Blackboard Building Blocks Application

Data Integration

Data Information

Blackboard Transaction

System

• Student Information Systems • Door/Event Access Systems• Residential Management

Systems• Video Imaging Systems• Blackboard Community System


Data Integration Agent Data Integration Agent

Flexibility and Extensibility

Student Information Systems Video-Imaging

Print/Copy Management

$

ResidentialManagement

Bookstores, 3rd Party Transactions

Data$$Data

Data

Blackboard Learning System™

Blackboard CommunitySystem™

Data

Data

Blackboard Transaction

System

$


Data

ADI Process and Methodology

Building Quality Tools & Documentation

Advanced Data Integration Process

Document, Design, Build, Test & Support

Business Rules & Data Mapping

Configuration & Integration

Testing & Production

Ongoing Support

Project Management

Technical Design

• Documentation of the business requirements of the various stakeholders in the system– Identify Desired Data– Locate Databases– Unique Users– Multiple Data Sources

• Identification of the rules which govern the relationship between data on various systems– Duplicate Records– Privacy




Ongoing Support

Technical Design

Other POS/ POA Systems

Card Production

SIS/HR

Types of Data to Exchange

DeleteBlackboard Transaction

System

Add

People Data

Card Data

Privilege Data

Privilege Data

Advanced Data Integration provides the ability for the automatic and near real-time update of people, card, privilege and transaction data between systems on campus

ensuring the effective management of campus business requirements and rules.

Transaction Data

Translate Transaction Data


Update

• For each data type, identify:– Rules of exchange

• Data Management– Master data source, permissible updates

• Event Triggers (Translation)– Based on data exchanged, what events need to occur

» E.g., Student no longer enrolled card deactivated; student assign to dorm a assign privilege a, plan b

• Timeliness

– Who set the rules (authoritative oversight)?– Who manages/reconciles the exchange?




Ongoing Support

Technical Design

• Technical design– Data Flow– Data ownership

• Integration Tools– Blackboard Building Blocks Manager & Integration Agents– Blackboard Extract– Custom Scripts– File Exchange (format, locations)

• Third-Party Systems– File Exchange (format, locations)– System Administrator




Ongoing Support

Technical Design

• The technical design of the advanced data integration is then used as the basis for the configuration of the Blackboard Building Blocks Manager (Integration Agents)

• In cases where Blackboard Building Blocks Manager cannot fulfill the Business Rules, integration customization services are performed




Ongoing Support

Technical Design

• Testing Plan• Launch Sequence• Approval and Sign-off




Ongoing Support

Technical Design

• Documentation• Hand-Off Call• Integration and Customization Support for

Advanced Data Integration• Information and Support Requests




Ongoing Support

Technical Design

Advanced Data Integration Experience

Work Smarter Not Harder

Project Overview (part 1)Activity Tasks Owner Due Date

Business Rules & Data Planning

Kick-off Call Review Planning Workbook Collect System Data Collect Field Data Define Split/Combine

Requirements Define Translation

Requirements

Blackboard/CampusBlackboard/CampusCampusCampusCampus

Campus

Week 1Week 1Week 2Week 2Week 3

Week 3

Technical Design Hardware Installation (if required)

Software Installation Collect Sample Import Files

(from External Systems) Present Final Data

Configuration Obtain Campus

Approval for Design

Blackboard

BlackboardCampus

Blackboard

Campus

Week 3

Week 3Week 4

Week 4

Week 4


Agent Configuration Provide Sample Out Files

(to External Systems) Document Data Flow

BlackboardBlackboard

Blackboard

Week 5Week 5

Week 5

Project Overview (part 2)

Activity Tasks Owner Due Date


Closed Systems Testing (using sample data)Controlled Open Testing (limited and monitored)Obtain Campus Approval for ProductionInitial Production Period ReviewPresentation of Final Documentation

Blackboard

Blackboard/Campus

CampusBlackboard/CampusBlackboard

Week 6

Week 7

Week 7Week 8Week 8

Integration & Customization Maintenance

Hand-off Call with SupportOn Going Maintenance

BlackboardBlackboard

Week 8Ongoing

The ADI Toolbox

• Blackboard Consulting Proposal

• Kick-Off Call Agenda• Project Plan• Data Collection

Worksheets• Data Flow Diagram• I&C Profile• The ADI Planning

Workbook

Advanced Data Integration Planning Workbook

Field Mappings

Translation Definitions

Blackboard Building Blocks Manager

Live Viewer

Reports

Reports

Integration Examples

Data Flow

Data Flow

A Platform for Campuswide Expansion and IntegrationClient Objective• Replace legacy General Meters system• Develop automated connectivity between

Blackboard Transaction System, Colleague SIS and Siemens Access on campus

Blackboard Delivery• Implemented core system

and dining modules • Establish business-rule based near

real-time integration with SIS and Access System using Blackboard Building Blocks

Client Outcomes• Upgraded commerce program with a

platform for phased expansion• Ability to automatically update

cardholder status and cards issued

Client Objective• Replace Diebold system

that had reached its limit• Provide integration with financial,

department and retail systems

Blackboard Delivery• Implemented automated integration

with Athletics, Bookstore, Parking, Payroll, and Micros systems

• Developed customized integration of account balances with My UW portal environment

Client Outcomes• Replaced previous system and custom

integration in roughly 6 weeks• Automated management of athletic debit

funds to ensure NCAA compliance

Advanced Integration of Three Campuses and Many Systems

Client Objective• Give students more flex spending

choices on and off campus• Desire to tightly manage conversion

to single account with increased deposits capability

Blackboard Delivery• Business analysis, planning,

change management controls, and system reconfiguration services

Client Outcomes• Smooth and timely delivery of

account reconfiguration• 35% overall increase in deposits and

commission revenue

Building New Revenues by Simplifying Accounts

Client Objective• Eliminate the problems associated with

processing hundreds of meal plan changes during the first month of the semester

Blackboard Delivery• Integrate web-interface with the Transaction

System to obtain existing meal plan data• Process necessary change in Transaction

System including update of privileges, plans and account balances

Client Outcomes• Elimination of long lines and wait times for

students who want to change meal plans• Elimination of manual efforts required of office

staff to calculate and process required account change

Web-based Meal Plan Changes

General Ledger Integration Saves Countless Hours of WorkClient Objective• Eliminate manual reporting and accounting

processes that required significant effort each month

Blackboard Delivery• Developed a web interface tool to automate

merchant disbursement• User interface provides for user authentication

and report configuration• Data file creation integrates with GL system via

automatic file transfer

Client Outcomes• Elimination of 24 to 36 person days of effort

annually (disbursement compilation, authorization, error resolution)

• Ability to expand vendor and merchant base without adding more accounting staff

Advanced Data Integration - Business Case for Success• Innovating Together in ‘05:

– There is great value to moving toward the Networked Transaction Environment• A key component of which is seamless system integration

– Blackboard has developed the Blackboard Building Blocks Program to facilitate that integration

– Blackboard Consulting has developed services to help campuses successfully implement and manage that integration

• Resources Available:– Blackboard Web Site - http://www.blackboard.com/

• Follow up Contact(s):– Blackboard Sales Engineers 800-929-4244: Michele Neyers x2469, Duane Dalager

x 1145, Paul DuBois x 2295– Kent Leonard, Director of Blackboard Consulting, Blackboard Commerce Suite™,

[email protected], x2492

• IF YOU ONLY REMEMBER 1 THING:– Blackboard has the tools and expertise to integrate your campus, take advantage of it.

Documents

Advanced Data Integration - Business Case for Success Presented By: Allan Sonkin – Project Manager, Blackboard Consulting Kent Leonard – Director, Blackboard