ITS Update

GeorgiaFIRST Financials RoadmapDavid NisbetSeptember 17, 20143:20pm 4:10pmAgendaIntroduction9.2 Application Upgrade ScheduleGoals and Objectives of 9.2 UpgradeInstitutional InvolvementInstitutional ConsolidationUpdate on Current 8.9 ProductionCurrent Challenges and Pain pointsLooking into the futureUpgrade Schedule May 2014 July 2014 September 2014 November 2014 January 2015 March 2015 User AcceptanceTesting FinalGo LiveScope Definition Detail Project PlanCompleteSystem TestingFunctional SpecificationsCreationCompleteUnit TestingInstitutional Retrofits CompleteApplication ConfigurationProjectPlanningFit GapSessionsCAO/BIC/BPCApprovalDevelopmentRetrofits10/31/2014Fit Gap PreparationCompleteTrainingGoals and ObjectivesReduce modificationsReduce complexityIncrease standardizationImprove Expense module functionalityIncrease automation of current manual processesGoals and ObjectivesPeopleSoft Module8.9 Modification Total9.2 Modification TotalPercent DecreaseAccounts Payable531964%Asset management10190%ePro/GFM341750%Expenses341556%General ledger321941%Purchasing24579% Total1877660%Modification Comparison 8.9 vs 9.25Institutional InvolvementInstitutional Coordinator ResponsibilitiesKey Contact for your institutionParticipate in scheduled project status meetingsDisseminate information from project teamProvide feedbackIdentify appropriate staff for UAT & Go-liveAssist with coordination and scheduling trainingInstitutional InvolvementTechnical Representative ResponsibilitiesCentral contact for all technical communicationsBanner Integration:UAT (firewall changes, dblinks, etc.)Go-live cutoverUser workstation setup and issuesPSQST access and institutional developmentInstitutional InvolvementInstitutional RetrofitsPreproduction Clean-upSecurity SetupTrainingUATProduction Cutover and ValidationFuture Upgrade Communications & DocumentationScheduled WebEx sessionsGeorgiaFIRST Financials websiteUPK Business Process documentation and Job AidsTargeted emails to Institutional Coordinator and Technical RepresentativeDavid/Donna9Institutional ConsolidationMay 2014 July 2014 October 2014 January 2015 April 2015 July 2015 Begin BudgetPrepProject KickoffMeeting with USGteamConvert open POsTransition to SHAREAccounts and VendorsFinal mergerand conversionof beginningbalancesComplete DepartmentnumberingFinal testing ofConversion routinesand integrationpointsCompareconfigurationand reconciledifferencesCompleteSecurity andWorkflow planTest anyconfigurationchanges andBudget PrepExtractsCompleteConversion planfor all key data elements(projects, assets, openItems, beg balances)Createprojectwork planand scheduleReviewConfigurationOptionsCompleteIntegration andInterfaceDesignDeveloppayroll interfacesWe are hereCurrent 8.9 ProductionDevelopment FreezeResource ContentionClean up now

Current 8.9 Production TicketsCurrent 8.9 Production Tickets by Focus AreaCurrent Challenges and Pain PointsLooking Into The FutureThree to Five Year Roadmap PrioritiesPriority OrderTraining (Application & GASB)20BCR automation and AFR Prep18Imaging15Grants Solution14Budget Amendment with Position tracking/budgeting8Budgeting & Planning Solution8Contracts (Revenue & Expenses)5Vendor Registration (automation of)4Historical PO Reporting (Surplus)4AR & Billing (non-student)49.2 Functionality (Pivot Grids, Workcenters, Connected Queries)3Workflow for electronic forms (payment requests, etc.)3 Business Unit Specific Configuration1Electronic Student Notification1Vendor Payment Remittance1SciQuest Site Licenses (more contracts available)0Looking Into The FuturePriority took place at the CAO meeting- Mobile Strategy- Budget Prep- Training- Report Automation (AFR/BCR)- Imaging- GrantsSummary of 9.2 Related SessionsDay and TimeSession TitleRoomWednesday, 3:20pmGeorgiaFIRST Financials Update and RoadmapOglethorpe EThursday, 9:40amPeopleSoft 9.2 ePro and Purchasing: Not So New But ImprovedOglethorpe F/GThursday, 1:00pmAccounts Payable 9.2: How It Will Be DifferentOglethorpe F/GThursday, 2:00pmWhat to Expect in PeopleSoft Expenses 9.2Oglethorpe EThursday, 3:10pmThe Slightly Re-Engineered PeopleSoft 9.2 SecurityOglethorpe EThursday, 3:10pmHow to Better Manage Your Assets in PeopleSoft 9.2Oglethorpe F/GThursday, 4:10pmGetting Ready for PeopleSoft 9.2 General LedgerOglethorpe EThursday, 5:10pmIn PeopleSoft 9.2, Workflow is Overflowing!Oglethorpe EFriday, 9:30amPeopleSoft QueryOglethorpe EDonna17Questions?

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