HR Front End Time Line1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

Version 4.0 of ECOS included the first production use of OpenEAI messaging for some data elements. The final day that ECOS was used was December 23, 2003.

The Electronic Change of Status (ECOS) application was a client/server application that replaced a paper-only process that centered on the multipart “Change of Status Form.” Version 1.0 of ECOS was released in early 1996. Version 2.0 primarily consist-ed of usability and bug-fixes, and was released late in 1996.

Version 3.0 of ECOS consisted of several major enhancements that were originally out of scope. It was released in 1999.

January 2004 – Banner HR Pay goes live.June 2004 – Due to the complex nature of issues that contribute to the increased end-to-end processing time, it was decided by HR/Pay Leadership to embark on a formal initiative to objectively identify problems and potential solutions. A formal HR/Pay Transaction Processing Improvement Initiative was launched, six months post imple-mentation Banner HR/Pay. This was the conception of the HRFE project.

February 22, 2009 – HRFE goes live

Pre-Design and Information Gathering

2004 2005 2006 2007 2008 2009Development of

Functional SpecificationTraditional Design and Development Cycles

QualityAssurance

Module Development

Module Design

User Community: 39 sessionsOnline Survey: 213 participantsJoint Campus Advisory Group: 1 sessionJoint Application Development (JAD): 7 sessionsBreakout: 5 sessionsBusiness Team: 17 sessionsPrototype Focus Group: 9 sessions – 98 participants Total Participants: Over 350

16 Functional Modules75 Users in Functional Teams15 Developers5 QA Testers22 Core Team MembersUsers determine that not all of the

requirements have been identified. New business rules delivered.

Testing has been done on a module by module basis. Users start to test with combinations of modules. UAT 1 leads to a UAT 2.

System is working! A reflective look at the amount of functionality HRFE provides and improvements made after UAT 1 set stage for UAT 2 and implementation commitment.

Epiphanies

User Test Session

Design

Develop

CA 9 User Test Cycles

QualityAssurance

Module Development

Module Design

QualityAssurance

Module Development

Module Design

Testing and Deployment

User Acceptance Testing #1

User Acceptance Testing #2

Development

Training

GOLIVE

1 2 3

1

2

3Iterative Development and Test Cycles

ECOS Client Circa 1999 HRFE Client 2009

Building Really Big Homegrown Enterprise Software from Scratch

Key Implementation Strategies“The Magic 162” – Have defined units of scope that help identify and divide the work initially and then refocus in on the most critical functions of the system. This was done by first defining the system in terms of “modules” then working within these module areas to refine application functionality. Finally the 162 key scenarios were identified which provided a story of how the modules work together as well as a measuring point as to whether the product was working or not.

Management commitment. Strong commitment from top management to see this project to completion. The drain on resources (developers, analysts, trainers, end users) for this project was substantial.

Flexible and iterative development methodology. The testing cycles and user involvement needed was absolutely critical for defining all of the requirements and keeping the users close to the product throughout the project.

A single source of truth. Have a central repository for tracking changes, defects, and issues. It served as the system of record for requirements in many ways and provided metrics to track progress and how far we still have to go.

Maintain fallback positions. Flexibility and other options were needed to adjust dates, change scope, and provide a safety net for users to feel comfortable in accepting the product along the way and allowing them to move forward.

Project ExecutivesMichael Hites

J. David StewartMaureen Parks

Project ManagementMike Davis (AITS)

Matthew Helm (HR)

Budget Support

Cheryl Parrett

CampusAdvisoryGroups

Developers Training

BusinessTeams Database

UserFocus

GroupsDecisionSupport

DocumentMgmt

Banner HR/PayUsers

HRWorkingGroup

QA

UserAcceptance

Group

Implementation Sub-Teams

SupportSub-Teams

Core TeamTraining Team Lead (1 FTE)

Documentation Specialist (1 FTE)Help/Technical Writer (1 FTE)

Trainer (4 FTE)Functional Analyst (.25 FTE)

Technical Analyst (3 FTE)Quality Assurance (3 FTE)

Developer (8 FTE)User Interface Design (1 FTE)

Issue Escalation Items

Issue Escalation Items

Oversight GroupDoug Vinzant (Chair)

Doug Beckmann, Harry Berman, Michael Hites, Linda Katehi, Mina Rao,

J. David Stewart, Michael Tanner, Maureen Parks

Issue Escalation GroupBi-Weekly Campus Group

ITPC‐0175 HRFE Task Summary ReportAs of: 9/8/08

For Status Meeting on:  9/9/08

ITPC‐0175 HRFE Development Task Summary ReportAs of: 02/02/09

For Status Meeting on:  02/10/09

Status Across All Cycles ‐ Tracking Up Until the Beginning of System TestingOverall Issue Completion Summary

Last Report This ReportOverall Issue Completion Summary

Status Across All Cycles ‐ Tracking After System Testing

Baseline 12/1/08 Last Report 1/26/09 This Report 02/02/09Business Rules Count Percentage Count Percentage Change Requests Count Percentage Count Percentage Count PercentageOpen 5                        3% 8                        5% Open 6                            100% 8                              67% 8                            67%Closed 192                   97% 195                   95% Closed ‐                        0% 4                              33% 4                            33%Total 197                   100% 203                   100% Total 6                            100% 12                           100% 12                         100%

Last Report This Report Baseline ‐ 12/1/08 Last Report ‐ 1/26/09 This Report ‐ 02/02/09

195  8 Business Rules

Jan 9/15

Change Requests Count Percentage Count Percentage Defects Count Percentage Count Percentage Count PercentageOpen 12                     6% 12                     6% Open 296                       100% 238                         46% 307                       51%Closed 214                   94% 217                   94% Closed ‐                        0% 276                         54% 293                       49%Total 226                   100% 229                   100% Total 296                       100% 514                         100% 600                       100%

D f t C t P t C t P t U l ifi d I C P C P C P1,173 

217 

53 

12 

Defects

Change Requests

Defects Count Percentage Count Percentage Unclassified Issues Count Percentage Count Percentage Count PercentageOpen 53                     5% 53                     5% Open 69                         100% 195                         69% 224                       69%Closed 1,128                95% 1,173                95% Closed ‐                        0% 89                           31% 103                       31%Total 1,181                100% 1,226                100% Total 69                         100% 284                         100% 327                       100%

0% 20% 40% 60% 80% 100%Issue Completion %

1800 

Cumulative Issue Count with Status ‐ All Types

371432 447 466 450

367450 441

539

500

600

Item Activity by Week

1400 

1600 

62 58 57 90161

37156 89

371 367

100

200

300

400

1000 

1200 

sues

21 73 80242 36 7

310

100

12/1 12/8 39797 12/22 1/5 1/12 1/19 1/26 2/2

600 

800 # of Iss

600Analysis of open items ‐ All Types

New Items for week Closed Items for week Total Open Items

200

400 400

500

es

0 

200 

2/18 3/3 3/17 3/31 4/14 4/28 5/12 5/26 6/9 6/23 7/7 7/21 8/4 8/18 9/1 9/15 100

200

300

# of Issue

2/18 3/3 3/17 3/31 4/14 4/28 5/12 5/27 6/9 6/23 6/30 7/7 7/14 7/21 7/28 8/4 8/11 8/18 8/25 9/3 9/8 9/15

Open ‐ 29 

Not Started 370 275 206 146 79 79 70 60 62 64 59 55 44 38 29 32 21 16 15 22 23

12/1 12/8 39797 12/22 1/5 1/12 39832 1/26 2/2

Hold ‐ EU Review 36 102 155 138 154 134 141 139 152

0

100#

370 275 206 146 79 79 70 60 62 64 59  55 44 38 29 32 21 16 15 22 23

Hold ‐ Await Clarification 44 72 39 36 51 23 19 19 15 15 20  16 10 10 15 11 7 1 3 5 6

Development 29 24 22 25 18 16 16 14 12 10 16  16 15 12 12 13 10 12 10 13 6

QA Test 112 125 144 147 93 111 91 79 82 85 92  60 64 98 105 88 57 39 36 34 38

Hold  EU Review 36 102 155 138 154 134 141 139 152

User Test 1 39 104 139 130 69 69 147 147

Hold ‐ FT Review 143 105 48 43 44 4 14 3 37

Funct. Team Test 57 56 43 32 20 62 99 47 86Funct. Team Test 107 125 99 85 114 126 78 77 89 92 109  144 113 117 43 25 48 16 6 6 0

User Test 17 101 53 29 126 76 24 55 49 22 22  16 15 13 12 2 0 0 0 0 0

Complete 129  166 345 502  557 642  869  937  989  1,083 1,093 1,136 1,201 1,215 1,299 1,380 1,426 1,499 1,534 1,566 1,585 1,687

Not Started 49 45 38 55 20 30 64 45 55

Hold ‐ QA Review 16 10 5 13 12 13 13 11 10

Hold ‐ Await Clarification 26 20 22 21 22 14 17 12 21

Development 11 9 11 10 15 8 12 5 10

QA Test 32 46 21 15 33 33 21 32 21

UIUC Offices:• Applied Health Sciences • Law• Beckman Institute • Library• Civil & Environmental Eng • Medicine• College of Business • Music• Communications Administration • Provost & VC Academic Affairs• Computer Science • Psychology• Division of Campus Recreation • School of Literature, Cultures, Linguistic• Education • School of Chemical Sciences• Engineering • School of Integrative Biology• Facilities & Services • School of Molecular & Cell Bio• Graduate School • Staff Human Resources• Housing Division • Student Financial Aid• Intercollegiate Athletics • Supercomputing Applications• Labor & Industrial Relations • Veterinary Medicine• Liberal Arts and Sciences • Vice Chancellor for Research

IC Offices:• Academic Computing & Comm. Center • Library • Applied Health Sciences • Medicine• Architecture & Art • Medicine - Peoria• Business Administration • Medicine - Rockford• Campus Recreation • Office for Access and Equity• Career Services • Pharmacy• Center for Adv Dist Education Pub Health • Physical Plant• Dentistry • Public Health• Education • Social Work• Engineering • UIC Human Resources• Graduate Medical Education • UIC Medical Center• Institute for Health Research & Policy • University Police• Intercollegiate Athletics • Vice Chancellor for Research• International Services • Vice Provost for Faculty Affairs• Liberal Arts and Sciences

Departments, Units, and Colleges Involved in User Design and Testing SessionsUIS Offices:• Provost and Faculty Affairs• Public Affairs• UIS Human Resources

HR Front End ProjectBuilding Really Big Homegrown Enterprise Software from Scratch

User Testing Session

Project Team Structure

Project Tracking Report

Feature Comparison ECOS, Banner, and HRFESystem Legacy

Payroll UFAS SAS ECOS 1 1996

ECOS 2 1997-98

ECOS 3 1999-02

SCT BANNER HRFE

Featurefiles/tables/segements/... 30 10 6 15 20 25 800+ 50

Number of Releases ? ~45 23 3Interface Batch Batch Client Client Client Client Web Web

EAI and Enterprise Integrated Y YOrg Structure Codes Camp/Coll/Dep ssn ssn ssn ssn 7 level org code

Finance Codes UFAS acct # 6 part FOAPAL Search for Employee Y Y Y Y Y

User Preferences YGroup Inbox / Outbox Y Y Y Y

“My” Inbox / Outbox YIn/OutBoxes Filtering Y

Appointment Info Y Y YDocument Attachment Y

Position / Jobs / Labor Dist. Y YWork Schedules Y Y

Transaction Types 18 21 24 0 12Wizards 0 0 0 0 9

Post Apply processes 0 0 0 0 2Demographic Person Info Y Y Y Y Y

Separation Form Y Y YLOA Form Y

Work History Y Y Y YNew Employee Y Y Y Y

Change Employee Group Y Y YSalary Calculator Y Y

Audit Trail / Transaction History Y Y Y YFull View Y Y Y Y

Routing / Number of routes 1 1 1 139Dynamic Routing / Request Access Y

Multi-org Routing Y Y Y YSendTo Y Y Y Y

Security by Org / Txn Type / E Group

Y Y

Security profiles Admin YAlert Messages Admin Y

Reports Y Y Y Y

HR Front End Project Budget Breakdown (as of 12/1/08) Baseline Budget Commitment Actual ExpendituresHuman Factors Contract Staffing Resources

$216,000 $175,875

AITS Staffing Resources $3,178,260 $2,354,959 University Billable Staffing Resources HR Project Resources $481,521 $610,117 Training Resources $527,520 $395,419 Decision Support Resources $77,926 $27,765

Total University Billable Staffing $1,086,967 $1,033,300 Logistics Hardware $112,624 $126,403 Software $50,000 $17,946 Communications $25,000 $23,967 Travel $50,000 $72,269 Miscellaneous $44,000 $9,147

Total Logistics $281,624 $249,733

Project Totals $4,762,851 $3,813,867

Breakdown of Project Team Hours

Analysis

Development

Quality Assurance Testing

Project Management

Business Intelligence Support