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Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC) Wendy Woodward Director, Technology Support Services Northwestern University Information Technology (NUIT)

Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

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Page 1: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Outsourcing Student E-mail and

Other Collaboration ServicesJohn Calkins

Assistant General CounselNorthwestern University Office of General Counsel (OGC)

Wendy Woodward Director, Technology Support Services

Northwestern University Information Technology (NUIT)

Page 2: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Northwestern University

• Carnegie Classification RU/VH (R1)• Private• 17,000+ students• 7,000+ faculty and staff• 190,000+ alumni• Evanston and Chicago campuses• Highly decentralized• 10 schools • Professional schools have custom

student / alumni management programs

Page 3: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Drivers and the Environment

• Student Government request for Google Apps• Aging e-mail infrastructure• Increasing number of e-mail users forward

mail off campus • Calendar for faculty and staff only• Alumni forwarding service is declining• Official University e-mail sent to University

provided account• Multiple domains

Page 4: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Investigation Process

Examine Services• Free services offered to the education community• Basic offerings include large e-mail accounts,

calendaring, IM, and more

Understand Benefits to Providers • Companies want life-long customers• Advertising revenue

Determine “best fit” for Northwestern

Page 5: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Key Stakeholders

• Board of Trustees

• NUIT

• Office of General Counsel

• Student Affairs

• Office of Development and Alumni Relations

• Student Financial Services

• Office for Research

• School of Law

• The Graduate School

• Enrollment Services• Provost Office• Feinberg School of Medicine• Kellogg School of

Management• University Relations• School Technology Leaders• Associated Student

Government and other student leaders

• Graduate Student Association

Page 6: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)
Page 7: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Institutional Conversations

• Individual meetings with key stakeholders to gauge institutional level of interest and address concerns• Adjust strategy based on feedback

• Open meeting with all stakeholders to share findings and proposed direction

• Plan-development meetings with Alumni Relations and Board of Trustees members

• Progress meetings with IT committees• Open meeting to present deployment strategy

Page 8: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

What We Heard

Outsourcing these services to Google would improve student and alumni services, and be a positive thing to do…

IFSecurity, privacy, and policy concerns are adequately addressed.

Page 9: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

© 2002 Scott Adams, Inc/ Dist. by UFS, Inc.

Page 10: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

DEC FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Idea Surfaces

Investigation of Available Services

Students Demand Improved Services

Discussions with University Stakeholders

Preferred Vendor Identified

Contract Negotiations

2005 2006

Timeline

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Page 11: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Contract Negotiations

Deployment Timeline

DevelopedImplementation

Deployed for Current Students as “Opt-In” Service

Service as “Default” Service for incoming Students

Service as “Default” Service for incoming Law students

Work to include other Students and Alumni

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

2007

Timeline

Page 12: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Key Elements of the Service

The Agreement • Security and privacy concerns addressed• Student data will not be shared or used for

marketing• Data is protected in a FERPA-appropriate manner• NU can exit the agreement at any time

User Interface• Student services are advertisement-free• Prominent NU branding (along with Google

branding) on the service pages

Page 13: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

E-mail Inbox

Page 14: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Key Elements of the Service

System Management• Reliable pathway to Google system engineers for

problem resolution• NUIT access to the system to resolve issues• Opportunity to provide input into product

development

Page 15: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

@u.northwestern.edu Services

• Self-Service Account Activation and Management• E-mail• Calendar• Documents and Spreadsheets• Chat/Instant Messaging• Google Talk (Basic VoIP)• Shared Address Book• Group Accounts• Custom Start Page/Web Portal• Help Center

Page 16: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Self-Service Account Activation

Eligible students can self-activate accounts:

• Undergraduates• School of Continuing Studies

• Degree and Certificate students

• Graduate students• Staff in degree programs• Northwestern Law

@nlaw.northwestern.edu domain

Page 17: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Self-Service Account Management

Manage @u.northwestern.edu account while NetID is active• Create and manage up to three nicknames• Reset password• Update for formal name change• Account name cannot be changed

Graduation/separation options• Keep account which will display advertisements• Delete account (20 day window before NetID expiration)• Keep account and manually delete account data

Post-graduation account management options• Office of Alumni Relations and Development

Page 18: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Group AccountsAccounts can be activated for groups

• Recognized student groups• Schools• Departments

Submit web form to applyhttp://vovici.com/wsb.dll/s/9260g2b019

Enables group collaboration• Calendar management and sharing• Group communication• Document sharing and archiving• Meeting resource management

Page 19: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Learning from Experience

• Involve the community: Many stakeholders!• Listen, adjust, listen, adjust, listen, adjust...• Compare against today’s reality• Look at the data• Talk to the vendors • Determine if the benefits outweigh the risks• Pick the best solution for your environment• Maintain flexibility

Page 21: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Account Login – Single sign-on

Page 22: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Account Activation

Page 23: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Account Activation - Confirmation

Page 24: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Account Management: Add/Remove nicknames

Page 25: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Online Directory – Student and Staff display

Page 26: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Mail Account Settings – Reply to restricted listservs

Page 27: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Integrated Chat

Page 28: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Calendars

Page 29: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Documents and Spreadsheets – Main page

Page 30: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

Law School – Start Page

Page 31: Outsourcing Student E-mail and Other Collaboration Services John Calkins Assistant General Counsel Northwestern University Office of General Counsel (OGC)

@u.northwestern.edu Support Pages