2017 Streamlyne Research User Conference
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1 PROGRAM 2017 Research User Conference SAN DIEGO, CA
2 AGENDA AT A GLANCE DAY 1 MONDAY 13 TH DAY 2 TUESDAY 14 TH 6:00 PM Evening Opening Reception 7:30 AM 8:00 AM Registration fast (30 min) (1 hr) 9:00 AM SESSION A Welcome Address (15 min) 9:15 AM SESSION B University of Arkansas Journey to Better Efficiency (45 min) 10:00 AM SESSION C Upcoming Innovations with (30 min) 10:30 AM (15 min) 10:45 AM SESSION D Streamlining S2S (45 min) 11:30 AM SESSION E Stories from the Trenches: University of Kansas Centrally Focused Change (45 min) 12:15 PM Lunch (1 hr) 1:15 PM SESSION F Application Administrator: Roles, Permissions, Workflow and More (1 hr) 2:15 PM SESSION G Group Session on Roadmap (1 hr) 3:15 PM (15 min) 3:30 PM SESSION H Love Your Data: A Reporting Story (45 min) 4:15 PM SESSION I Keynote by Randy Ozden (45 min) 5:00 PM End of Sessions for Day 1
3 AGENDA AT A GLANCE DAY 3 WEDNESDAY 15 TH 8:00 AM 9:00 AM SESSION J fast How to Become a Power User in Post-Award (1hr) (1hr 30 min) 10:30 AM (15 min) 10:45 AM SESSION K Process Modeling and Analysis for Research Administration (1hr 45 min) 12:30 PM Conference Adjourns 2 PM OPTIONAL SAILING IN SAN DIEGO BAY 2
4 THE HOTEL KIMPTON HOTEL PALOMAR 1047 Fifth Ave, San Diego, CA REGISTRATION AND SESSIONS WILL BE HELD IN THE COZY LEVEL FOUR POOL LOUNGE San Diego is well-known for its trendy nightlife, craft-brewing scene, and world-class arts and culture. At the four-star Kimpton Hotel Palomar San Diego, you are right in the heart of it all. In the Gaslamp Quarter, with its dozens of clubs and restaurants, this upscale boutique hotel is also near the museums and theaters of Balboa Park, as well as the San Diego Zoo. With a rooftop pool and skyline lofts, you might not want to leave. HOTEL AMENITIES IN-ROOM AMENITIES COMPLIMENTARY Outdoor Pool + Lounge 1 Restaurant On site Fitness Center City Views Hosted Evening Wine Hour In-room Spa Services Specialty Rooms + Suites Concierge Services Business Center + Services Same-Day Dry Cleaning + Laundry Valet Parking Private Balcony/Terrace in Select Rooms In-Room Dining Luxurious Frette Linens In-Room Yoga Mats Minibar with Gourmet Local Treats Signature Animal Print Robes Umbrella 3 Morning Coffee + Tea Service Forgot It, We ve Got It Amenities Loaner Public Bikes Pet Amenities Kimpton Kids Program Karma Rewards Loyalty Program Free WiFi
5 SAILING SAIL SAN DIEGO BAY 2 HR EXCURSION 65 SAILBOAT WINE, BEER, & LIGHT SNACKS COMPLIMENTARY FOR ATTENDEES Please Robert Morris at rmorris@streamlyne.org to reserve your spot. You may also sign up at the registration desk at the conference; however, space is limited and will be on a first come, first served basis. 4
6 EXPLORE SAN DIEGO VISIT BALBOA PARK SAN DIEGO ZOO PETCO PARK SEAWORLD USS MIDWAY MUSEUM LA JOLLA COVE TORREY PINES STATE NATURAL RESERVE CABRILLO NATIONAL MONUMENT CORONADO BEACH MISSION BEACH EAT CURADERO BBQ BOSS BUD & ROB S NEW ORLEANS BISTRO EDDIE V S PRIME SEAFOOD AND STEAKS SALVATORE S CUCINA ITALIANA WEREWOLF THE LION S SHARE KINDRED PLUMERIA TIGER! TIGER! 5
7 6 PM 7:30 AM 8 AM 1 hr CONFERENCE AGENDA DAY 1 & 2 DAY 1 MONDAY, 13 TH DAY 2 fast Arriba Room, Mezzanine Evening Opening Reception Kick off your stay in San Diego with an engaging reception for all attending the conference. Seize this chance to network with other institutions as you dine on delectable tacos and imbibe libations of your choice. TUESDAY, 14 TH Registration Level Four Pool Lounge Register at the Level Four Pool Lounge Enjoy a pleasant buffet of assorted breakfast fare, including parfait with fresh berries, sweet potato hash, chicken apple sausage, and more. Coffee, juices, and teas will also be provided. 9 AM 15 min 9:15 AM 45 min Welcome Address SESSION A Randy Ozden CEO University of Arkansas Journey to Better Efficiency SESSION B The original goals that informed the The University of Arkansas VPRs Office consideration of possibilities for transforming its electronic research administration system included the creation of a more efficient system for proposal submissions, award management, and compliance processes as well as to reduce the administrative burden on investigators and units. In this presentation we describe the process of determining how we would pursue this process (e.g., in-house vs outside partner, partners considered and how/why we selected ). Finally, we describe our working process and progress as partners, and what lessons we have learned about this process. Jennifer Taylor, PhD, MBA University of Arkansas Assistant Vice Provost for Research and Sponsored Programs & Director of RSSP Research Professor in the Sam M. Walton College of Business 6
8 CONFERENCE AGENDA DAY 2 10 AM 30 min Upcoming Innovations with SESSION C Many new exciting innovations are around the corner for. This session will take you through our roadmap of new features and technologies and when you can expect to see them. Write down your favorites, as there will be a group discussion on the roadmap at a later session! Randy Ozden CEO Dan Lemus CTO 11:30 AM 45 min Stories from the Trenches: University of Kansas Centrally Focused Change SESSION E How does an OSP combine two discrete systems into a single entity? How can a system that is designed for campus-wide deployment be adapted to serve a centralized organization? Come learn how both the adaptability of people and a system contribute to success as KU and partner to implement a unique Pre-Award solution. Robert Kerley University of Kansas Director of Research Systems Support Mary Kathryn Karafonda Manager of Implementations 10:30 AM 15 min 12:15 PM 1 hr Lunch 10:45 AM 45 min Streamlining S2S SESSION D is kicking off the next phase of our S2S redesign in parallel with Grants. gov s Workspace changes. In this session, you ll get an insider s perspective on the next generation of our S2S module, including our challenges and our successes. Get the scoop what we ve accomplished thus far, what s coming in the near future, and help us decide how to prioritize the long view. Mary Kathryn Karafonda Manager of Implementations 7
9 CONFERENCE AGENDA DAY 2 Application Administrator: Roles, Permissions, Workflow and More 1:15 PM 3:30 PM 1 hr 45 min SESSION F Document workflow involves many components such as Roles, Groups, Responsibilities, Permissions and Action Requests. This session will help Application Administrators and Advanced Users become more familiar with workflow and authorization. In addition, learn about your Action List and User Preferences. Love Your Data: A Reporting Story SESSION H In this session, we will take a look at some of the advanced features of Reporting and Dashboards geared towards power users of the system. Attendees will have a chance to dive deep into topics such as calculated columns, live excel files and compound filtering on reports. 2:15 PM 1 hr Slava Yampolsky Senior Technical Lead SESSION G Thai Truong Senior Developer Group Session on Roadmap Traversing through the many items on the roadmap has probably brought up an equal amount of questions and ideas. This session will open the floor to our clients to discuss what is most important to you on our roadmap, and how best we can make a positive impact on our community in a timely manner. 4:15 PM 45 min Yavuz Ozkan Software Development Manager Keynote The Future of Research SESSION I Research institutions are going through substantive changes in their conduct of research. One area is objectively measuring and managing their scarce resources. Another big change involves the assimilation of new areas of research which did not exist 5-10 years ago. This session will touch of what the future holds. Dan Lemus CTO Randy Ozden CEO Cary Thomas Scripps Research Institute Chief Information Officer 3:15 PM 15 min 5:00 PM End of Sessions For Day 8
10 CONFERENCE AGENDA DAY 3 8 AM 1 hr 9 AM 1 hr 30 min DAY 3 WEDNESDAY 15 TH fast SESSION J Level Four Pool Lounge Enjoy a pleasant buffet of assorted breakfast fare, including parfait with fresh berries, sweet potato hash, chicken apple sausage, and more. Coffee, juices, and teas will also be provided. How to Become A Power User in Post-award The Award module in has the ability create parent and child awards that can service a number of business needs. In this session, you will learn how to create child awards and maintain them using the Time & Money and Award Budget features of the Award module. Attendees will also get a first look at s new and improved Subaward module that features a UG-compliant FDP Subaward PDF generator as well as an in-depth look at the Award module s Report Tracking features. Jonathan Buffenbarger Business Analyst 10:30 AM 15 min 10:45 AM 1hr 30 min 12:30 PM Process Modeling and Analysis for Research Administration SESSION K We re seeing tremendous interest in taking an end-to-end, process-focused approach to understanding and improving operations in Research Administration, along with other all other areas in Higher Education. Attend this session to understand why, and learn practical, proven techniques for discovering, assessing, modeling, and redesigning your processes. Examples from Research Administration / Grant Management, and other areas, will be shared. Alec Sharp Process Transformation Expert Conference Adjourns 2 PM Sailing San Diego Bay 9
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