2017Streamlyne ResearchUser Conference

NOVEMBER 13 - 15

SAN DIEGO, CA

PROGRAM

1

DAY 1

DAY 2

MONDAY

TUESDAY

NOVEMBER

NOVEMBER14TH

13TH

6:00 PM Evening Opening Reception

7:30 AM (30 min)

8:00 AM (1 hr)

9:00 AM (15 min)

9:15 AM (45 min)

10:00 AM (30 min)

10:45 AM (45 min)

11:30 AM(45 min)

1:15 PM (1 hr)

2:15 PM (1 hr)

3:30 PM (45 min)

4:15 PM (45 min)

5:00 PM

3:15 PM (15 min)

12:15 PM (1 hr)

10:30 AM (15 min)

Registration

Breakfast

SESSION A Welcome Address

SESSION B University of Arkansas’ Journey to Better Efficiency

SESSION C Upcoming Innovations with Streamlyne

SESSION D Streamlining Streamlyne S2S

SESSION E Stories from the Trenches: University of Kansas’ Centrally Focused Change

SESSION F Application Administrator: Roles, Permissions, Workflow and More

SESSION G Group Session on Roadmap

SESSION H Love Your Data: A Reporting Story

SESSION I Keynote by Randy Ozden

End of Sessions for Day

Break

Lunch

Break

AGENDA AT A GLANCE

2

DAY 3WEDNESDAYNOVEMBER15TH

(1hr)

(1hr 30 min)

(15 min)

(1hr 45 min)

8:00 AM

9:00 AM

10:45 AM

12:30 PM

2 PM

10:30 AM

Breakfast

SESSION J How to Become a Power User in Post-Award

SESSION K Process Modeling and Analysis for Research Administration

Conference Adjourns

Break

OPTIONAL SAILING IN SAN DIEGO BAY

AGENDA AT A GLANCE

3

THE HOTELKIMPTON

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

• 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

HOTELPALOMAR1047 Fifth Ave, San Diego, CA 92101

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.

4

65’ SAILBOAT WINE, BEER, &

LIGHT SNACKS

COMPLIMENTARY

FOR ATTENDEES

2 HR EXCURSION

SAILING SAIL SAN DIEGO BAY

• Please email 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.

5

• 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

• 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!

EXPLORESANDIEGO

EAT

VISIT

6

DAY 1

DAY 2

Arriba Room, Mezzanine

Breakfast

CONFERENCE AGENDADAY 1 & 2

MONDAY, NOVEMBER 13TH

Evening Opening Reception6 PMKick 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, NOVEMBER 14TH

7:30 AM

8 AM

9:15 AM

9 AM

SESSION A

SESSION B

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.

Register at the Level Four Pool Lounge

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 Streamlyne). Finally, we describe our working process and progress as partners, and what lessons we have learned about this process.

• Randy Ozden Streamlyne CEO

University of Arkansas’ Journey to Better Efficiency

Welcome Address

Registration

• 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

1 hr

15 min

45 min

7

SESSION C

SESSION D

Upcoming Innovations with Streamlyne

10 AM

Many new exciting innovations are around the corner for Streamlyne. 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 Streamlyne CEO

• Dan Lemus Streamlyne CTO

10:30 AM

10:45 AM

Streamlyne 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 Streamlyne Manager of Streamlyne Implementations

Streamlining Streamlyne S2S

Break

30 min

15 min

45 min

SESSION E

11:30 AM

12:15 PM

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 Streamlyne partner to implement a unique Pre-Award solution.

• Robert Kerley University of Kansas Director of Research Systems Support

• Mary Kathryn Karafonda Streamlyne Manager of Streamlyne Implementations

Stories from the Trenches: University of Kansas’ Centrally Focused Change

Lunch

45 min

1 hr

DAY 2CONFERENCE AGENDA

8

Application Administrator: Roles, Permissions, Workflow and More

DAY 2CONFERENCE AGENDA

SESSION F SESSION H

SESSION G

3:15 PM

1:15 PM 3:30 PM

2:15 PM

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.

In this session, we will take a look at some of the advanced features of Streamlyne 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.

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.

• Slava Yampolsky Streamlyne Senior Technical Lead

• Yavuz Ozkan Streamlyne Software Development Manager

• Dan Lemus Streamlyne CTO

• Thai Truong Streamlyne Senior Streamlyne Developer

Break

Love Your Data: A Reporting Story

Group Session on Roadmap

1 hr

1 hr

15 min

45 min

SESSION I

• Randy Ozden Streamlyne CEO

4:15 PM

5:00 PM

Keynote – The Future of Research

End of Sessions For Day

45 min

• Cary Thomas Scripps Research Institute Chief Information Officer

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.

9

DAY 3 Level Four Pool Lounge

Breakfast

CONFERENCE AGENDADAY 3

WEDNESDAY NOVEMBER 15TH

8 AM

9 AM

SESSION J

SESSION KEnjoy 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.

The Award module in Streamlyne 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 Streamlyne’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 Streamlyne Business Analyst

How to Become A Power User in Post-award

10:45 AM

12:30 PM

10:30 AM

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 Streamlyne Process Transformation Expert

Process Modeling and Analysis for Research Administration

Conference Adjourns

Break

1 hr

1 hr 30 min

15 min

1hr 30 min

2 PM Sailing San Diego Bay