peoplesoft financials 2009-10 enhancement plan june 18, 2009
TRANSCRIPT
PeopleSoft Financials 2009-10 Enhancement Plan
June 18, 2009
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Common Issues and Themes Purchasing card process Slow performance / response time of system Ad hoc reporting, data access Separation of duties, internal controls Procurement – match exceptions,
professional services, roles & responsibilities ISO & auxiliary activity, especially RAR and U
Stores Efficiency and workload on users
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What’s Working General ledger functions Sponsor reporting and invoicing Travel Treasury, cash, endowment functions Non-sponsored accounts receivable Budgeting Tuition and fees revenue accounting Vendor payment functions Debt and construction accounting
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FY 2010 Priorities Address Users’ issues:
Identify user issues Develop user priorities Evaluate alternatives for addressing issues Implement workable solutions
Continue to deliver hands-on support to users Helpline Training Services Central business units
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Identification of Issues
70+ issues identified by users (EFS Functional Steering Committee, FSUN, GMUN, Certified Approvers, RRC managers, etc) Purchasing Card Reporting Procurement Workflow / Separation of duties COA related System Performance Logistics HR / Workload
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Enhancement Methodology
Analyze Design Build Test
Gather / Analyze
Requirements
Create Functional
and Technical Designs
Build work object
Develop test
Conditions and scripts
Execute system test
Leverage OIT implementation project methodology
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Define Requirements
1.5- 2 hour sessions per category As many sessions as required Interactive discussion
Objectives Discuss issues and concerns Validate business requirement
Participants – 40+ Users FSC members or delegates FSUN members Certified Approvers GMUN members Department users
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Preliminary requirement classification
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DRAFT:Enhancement Rollout Gantt
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Ad Hoc Reporting There is a great need for:
Better access to data Better definition of what the data means User friendly tools to manipulate and
analyze data “Canned” reports cannot be the sole
solution to reporting Data warehouse solution
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Enhancement ProjectParticipation & Consultation
EFS Functional Steering Committee FSUN Board & membership Certified Approvers Resource Responsibility Center managers GMUN Board & membership Senate Committee on Finance & Planning Twin Cities Deans CRAD President & Senior VPs
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Next Steps
Complete requirements definition Continue working with users to finish prioritizing
issues Develop work plan and resource requirements for
enhancement effort Obtain senior executive approval for scope and
resources Begin design/policy sessions