“taking flight” november 27, 2007 banner human resources/payroll project kick-off

““Taking Flight”Taking Flight”November 27, 2007November 27, 2007

Banner Human Banner Human Resources/Payroll Project Resources/Payroll Project

Kick-OffKick-Off

AgendaAgenda Welcome

– Introductions– Icebreaker– Meeting Purpose

Executive Overview– “Banner”: What and Why– Project Roles– Key Success Factors

Project Management – Project Scope – Project Charter– Implementation Overview

Project Communications

– Delivery methods– Feedback and input Training Approach – Project Team– End-Users

AgendaAgenda

Project Teams and Workgroups

–Introductions: Leads and members–Team charter–Deliverables

Technical IT Update

Closing–Door Prize activity–Next Steps–Contact Information–Question and Answer

IntroductionsIntroductions

PresentersPresenters

Paula Hall – Project ManagerToni Habegger – Project Sponsor, AVP-

Business & FinanceJodie Knox – End-User TrainingProject Team and Work Group LeadsErick Keating – Technical IT

SunGard Higher Education SunGard Higher Education (SGHE)(SGHE)

Linda Wooden – SGHE Project ManagerKathy Ray – SGHE Training ConsultantTHANK YOU! For your support and

providing Breakfast!!

Today’s Session will:Today’s Session will: Officially kick-off the start of the Banner

HR/Payroll Replacement project

Provide an understanding of the project’s Purpose and Goals

Review the:Project charter and ScopeProject DeliverablesImplementation Timeline

Most importantly, today’s Most importantly, today’s session will:session will:Introduce the key to the success of the

project implementation….

YOU!

Your role and responsibilities

Participants’ IcebreakerParticipants’ Icebreaker

Banner HR/PR Cheer!Banner HR/PR Cheer! GET UP GET READY WE’RE STARTING SOMETHING BIG

WE’RE TOUGH WE’RE STRONG AND THIS WON’T TAKE US LONG

H-R-P-R IS THE BEST WE KNOW WE’RE ALL UP TO THE TEST

SOOOOOOOOOOOOOOOOOOOOOOOOOOO

COME ON TEAM LET’S KICK OFF……. THIS YEAR LONG QUEST!! HOORAY !!

Executive Executive Overview – Overview –

Toni HabeggerToni Habegger

BannerBanner Human Resources & Payroll Human Resources & Payroll

SystemSystem

““The Next Step in our ERP”The Next Step in our ERP”

So…..What is an “ERP”?So…..What is an “ERP”?

QUIZ???QUIZ???

Does “ERP” stand for…

a) Earth Revolutionary Process

b) Enraging Random People

c) Enterprise Resource Planning

d) Expecting Ridiculous Progress

e) All of the Above

AnswerAnswerERP stands for….

c) Enterprise Resource Planning• Enterprise Resource Planning systems (ERPs)

integrate (or attempt to integrate) all data and processes of an organization into a unified system. [Wikipedia definition]

It is not just about the technology…it is about better communication and sharing of information across the institution.

The system gives us the tools…People make it happen!

What is Banner?What is Banner?

An integrated suite of administrative software applications built specifically for higher educational institutions.

The market leading solution in use at more than 800 institutions around the world.

Mission and Strategic FitMission and Strategic Fit

Meets EWU’s requirements for a robust, integrated administrative system that– Supports data-driven planning and decision-making– Improves business efficiency and effectiveness– Supports user autonomy through web-based, self-

service software. Alignment with other projects

– Luminus – Web Portal– AppWorx – System Scheduler/Sequencer– IntelleCheck – Custome ACH/Check Production– WorkFlow – Document/Communication Routing

BenefitsBenefits

Flexible analysis and reporting capabilities– Improved accuracy, speed, and consistency.

Provides enterprise-wide perspective for managing University processes.

Leverages application of higher-education best practices.

EWU’s Banner EWU’s Banner Implementation ScheduleImplementation Schedule

B a n n e r H R / P a y r o l lG o L i v e J a n ‘ 0 9

B a n n e r F i n a n c eL i v e J u l ‘ 0 7

B a n n e r S t u d e n tL i v e S e p ‘ 0 6

Nov ‘04Nov ‘04 Jan ‘09Jan ‘09

Roles and ResponsibilitiesRoles and Responsibilities

Executive Sponsor – Mary Voves, V.P. Business and Finance

Responsible for:– Executive-level project oversight.– “Championing” the project and providing

project awareness at the senior level.– Approval of major scope and/or significant

changes to project plan.


Project Sponsor – Toni Habegger Responsible for:

– Leading the Project Management Team (PMT)– “Champion” of the project– Executive authority for decisions and overcoming

obstacles and barriers.– Budget and resource accountability– Ultimate authority and responsibility for project

success.


Project Manager – Paula Hall Responsible for:

– Manage project scope, schedule, cost, and quality.– Develop project plan and lead project teams in

execution of the plan– Coordinate and integrate project activities.– Manage project issues, escalating to PMT as necessary– Provide project status reports to PMT and executive

management.


Project Management Team Responsible for:

– Actively “championing” project throughout their respective organizations

– Provide resources from their organizations– Guiding project implementation by advising on and/or

resolving project issues.– Driving and managing change through their respective

organizations


Project Team and Work Group LeadsResponsible for:

– Lead respective team/work group in execution of team charter.

– Ensure project tasks, assignments, and deliverables are completed on time.

– Escalate unresolved project issues to Project Manager in timely manner.


Project Stakeholders* *People and/or groups which are impacted by, or

who can impact, the outcomes of the project. Responsible for:

– Keeping abreast of project status and other project communications.

– Disseminating project information to other members of respective organizations.

– Championing and supporting the project with respective organizations.

– Providing feedback to project teams.


Final Note:Commitment from ALL project participants

is critical to the success of the project– Fulfill your role– Be accountable for your responsibilities

Key Success FactorsKey Success Factors

Meet all project objectives:– Streamline applicant hiring process.– Manage personnel, benefits, and positions

effectively and efficiently.– Process payroll accurately and efficiently –

Error-free processing the first time.

Remember….Remember….

We are building the We are building the foundation.foundation.

All will not be perfect on Day 1.All will not be perfect on Day 1.

The work continues after go-The work continues after go-live!live!

Project Project Management – Management – Paula HallPaula Hall

Project ScopeProject Scope

In ScopeIn Scope

Employment and Compensation Administration – Faculty Tracking – Employee Relations

Management– Health & Safety

Administration– Labor Relations

Management

Position Management

Benefits/Deductions Administration

Payroll/Time Entry

Electronic Approvals

In Scope (continued)In Scope (continued)

Employee Self-Service

People Admin (3rd Party software)

Not in ScopeNot in Scope

Personnel Services Budgeting– Deferred until 2011

Under ConsiderationUnder Consideration

Student Employment Module

Project CharterProject Charter

Project DeliverablesProject Deliverables

Project Plan– Task and Resource management

Communication Plan End-User Training Plan Business Process Analysis documentation System Prototype development Reports and Forms designs Required interfaces

AssumptionsAssumptions

Legacy systems remain in place and supported until implementation of replacement modules.

Necessary resources will be available. Project activity will be the priority for members of

the Project teams. Processes and operational requirements will utilize

SGHE baseline system functionality. Oracle Discoverer will be the centrally supported,

standard reporting tool.

Implementation Implementation OverviewOverview

Implementation TimelineImplementation Timeline

11/3

Parallel Test 210/4

Parallel Test 1

12/1

Parallel Test 3

5/5Data Conversion

“TAKING FLIGHT”Oct-07 – Apr-08

Oct-07 Apr-08

Nov-07 Dec-07 Jan-08 Feb-08 Mar-08 Apr-08

Project PlanningCompleted

Functional User TrainingSystem Prototype

Development

“LEARNING TO SOAR”May-08 – Dec-08

May-08 Dec-08

Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08

End User Training BeginsSystem Prototype Development

Jan-09 Jun-09

Feb-09 Mar-09 Apr-09 May-09 Jun-09

“THE EAGLE HAS LANDED”Jan-09 – Jun-09

Human Resources/Payroll “GO LIVE”

EPAF Phase Start EPAFs & Training

Project ControlsProject Controls

Project Status ReportsChange Management processIssue tracking and resolution proceduresQA, i.e. Testing and User Acceptance TestProject knowledge repository

– TALONS website www.ewu.edu/talons/ – Banner HR Implementation Blackboard course.

http://blackboard.ewu.edu/

Door Prize RaffleDoor Prize Raffle

Raffle Ticket in your box.Answer the Question on your raffle ticket.Print your name at the bottom.Drop in the designated bag.Drawing for 5 FABULOUS PRIZES at end

of meeting!!

BREAKBREAK

10 Minutes

Project CommunicationsProject Communications

Communication PlanCommunication Plan

Communications Work Group with cross-functional representation

Communication Strategy defined by February 2008.– Communication methods and vehicles identified.– Target audiences identified.

Information will be developed and disseminated per Communication strategy.

Communication is a “2-way street”.– Keep informed.– Provide feedback.

Communications Work GroupCommunications Work Group

Paula Hall Communication

HR/PR PMT

Marg RogersBusiness & Finance

Connie BradyAcademic Affairs

Lori KoryHR

Kandi CarperUniversity Relations

Jodie KnoxBanner Trainer

Karen MarshStudent Affairs

Jeannette PhillipsDIEO

Contact InformationContact Information

Key project contact list located on the TALONS website: www.ewu.edu/talons

Complete project team and work group roster located on Banner HR Implementation Blackboard course: http://blackboard.ewu.edu

Training Approach Training Approach

Training ApproachTraining Approach

Functional Training provided by SunGardEnd-User Training Work Group

– Jodie Knox, Work Group Lead

End-User Training Work GroupEnd-User Training Work Group

Jodie KnoxEU Training

Work Group Lead

Caren LincolnHR

Janis BlissBenefits

Jeri MorganPayroll

Kimberlee DavisAcademic Personnel

Larry McCulley DIEO

Keri MillerCareer Services

Patrice FournierBanner Trainer

HR/PR PMT

End User TrainingEnd User Training

Development and Implementation of End User Training Strategy for Banner HR

Kick Off: May 2008

Project Teams Project Teams and Work and Work

GroupsGroups

Banner HR/Payroll Project Management Organization

Toni Habegger, AVP Business & FinanceProject Sponsor

Paula Hall, EWU Project Manager

Linda WoodenSunGard Project

Manager

Mary Voves, V.P.Business & Finance

Executive Sponsor

HRPR PROJECT MANAGEMENT TEAM (PMT)

Tesha KropidlowskiBudget

Kathy SawtellsPayroll

Jan BlissBenefits

Caren LincolnHuman Resources

Erick KeatingIT Tech.

Anne GehrFunctional Tech.

PMT

Banner HR/Payroll Project Work GroupsBanner HR/Payroll Project Work Groups

HRPRPMT

End User TrainingJodie Knox

ReportingTBD

Data StandardsCaren Lincoln

FormsCarlila Hughes

CommunicationsPaula Hall

SecurityDennis Wilson

Marg RogersBusiness & Finance

Kandi CarperUniversity Relations

Jeannette PhillipsDIEO

Connie BradyAcademic Affairs

Jodie KnoxEnd-User Training

Lori KoryHuman Resources

Patrice FournierEnd-User Training

Jan BlissBenefits

Larry McCullyDIEO

Jeri MorganPayroll




Jeri MorganPayroll

Teresa MartinInstitutional Research

Jan BlissBenefits


Greg FortuneODS


Jeri MorganPayroll

Jan BlissBenefits





Shannon FlynnFinancial Aid



TBDHR Data Custodian

Jan BlissBenefits


Karen MarshStudent Affairs

Lan Pho/Caren LincolnHuman Resources

Susan HimesIT Security

Jeri MorganPayroll

Teresa MartinInstitutional Research

Debbie Fockler/Shannon FlynnStudent Affairs

Annette SkaerAcademic Affairs


Jan BlissBenefits

Chuck RoperFinance Data Custodian

Banner HR/Payroll Project TeamsBanner HR/Payroll Project Teams

HRPRPMT

BudgetTesha Kropidlowski

PayrollKathy Sawtells

BenefitsJan Bliss

Technical EnterpriseSystems

Erick Keating

Human ResourcesCaren Lincoln

Functional Tech

Anne Gehr

Kimberlee Davis

Vara Lynn Conrath

Keri Miller

Chad Johnson

Carol Hawkins

Lori Kory*

Jamie Kelp*

Mark Schuller*

Kimberlee Davis

Jeri Morgan

Anne Gehr

Caren Lincoln

Kendra Kelly

Kimberlee Davis

Jan Bliss

Kathy Sawtells

Jeri Morgan

Caren Lincoln

Jane Button*

Tammy Felicijan*

Jeri Morgan

Anne Gehr

Cathie Moeller

Eva Cunningham

Vara Lynn Conrath

Kimberlee Davis*

Keri Miller*

Dan Scanlan

Chris Bethely

Leio Heyenrath

Dean McMinn

Valan Franklin

Greg Fortune

Susan Hime

John Gasper*

Lan Pho

TBH Specialist

TBH Specialist

Nate Shearer*

Admir Djulovic*

*Team Resource/Support

Pete Moradi*

Project Team ChargeProject Team Charge

Business Process Analysis and Documentation– “As-Is” (i.e. current) processes and configurations– “To-Be” (i.e. Banner) equivalent processes and

configurations Gap identification and resolution. Development of functional prototypes in the

Banner HR/Payroll environment. Testing configurations and procedures Validation of converted data

Project Team DeliverablesProject Team Deliverables

Business Process documentationTest Plan and Test Scenario documentationTest Completion documentationUser Acceptance Testing documentationMonthly Status reports

Work Group IntroductionsWork Group Introductions

Data Standards Work GroupData Standards Work Group

Caren Lincoln Data Standards Lead

Annette SkaerAcademic Affairs

Theresa Martin Institutional Research

Rep


Debbie Fockler/Shannon Flynn Student Affairs

HR/PR PMT

Jan BlissBenefits

Jeri MorganPayroll

Forms Work GroupForms Work GroupHR/PR PMT

Carlila HughesForms Work Group Lead

Jeri MorganPayroll

Janis BlissBenefits

Caren LincolnHR




Shannon FlynnFinancial Aid

Liz GardeaDining

TBDFacilities

Reporting Work GroupReporting Work Group

TBD Reporting Work Group Lead

Janis BlissBenefits


Greg FortuneODS

Jeri MorganPayroll

Tesha KropidlowskiBudget Services

Theresa MartinInstitutional Research

HR/PR PMT

Caren LincolnHR

Lan Pho*HR

*Resource/Support

Security Work GroupSecurity Work Group

Dennis WilsonSecurity Work Group Lead

Jan BlissBenefits


Caren LincolnHR


Susan HimesBanner Security

Officer

HR/PR PMT

Chuck RoperFinance Data

Custodian

TBDHR Data

Custodian/Security

Project Team IntroductionsProject Team Introductions

Human Resources Functional Human Resources Functional Project TeamProject Team

Caren LincolnHuman

Resources

Keri MillerStudent Employment

Vara Lyn Conrath HR Rep

Kimberlee DavisFaculty

Administration

Chad JohnsonHealth and Safety

Carol HawkinsEmployee Relations

Administration

HR/PR PMT

Jamie Kelp*HR Staff Support

Mark Schuller*HR Staff Support

Lori Kory*HR Staff Support

* Resource/Support

Budgeting/Position Management Budgeting/Position Management Project TeamProject Team

Tesha Kropidlowski Budget


Caren LincolnHR

Jan BlissBenefits

HR/PR PMT

Kimberlee DavisAcademic Personnel Jane Button*

Budget Staff Support

Tammy Felicijan*Budget Staff

Support

Jeri Morgan*Payroll

Pete Moradi*Budget Staff

Support

*Resource/Support

Payroll Functional Project TeamPayroll Functional Project Team

Kathy Sawtells Payroll

Cathie MoellerPayroll Rep

Eva CunninghamPayroll Rep

Jeri MorganPayroll

Vara Lyn Conrath Human Resources

HR/PR PMT

Anne GehrFunct. Techs

Kimberlee Davis*Academic Personnel

Support

Keri Miller *Student Employment

Support

*Resource/Support

Benefits Functional Project TeamBenefits Functional Project Team

Janis BlissBenefits

Jeri Morgan Payroll

Caren Lincoln HR

Kendra Kelly Benefits


HR/PR PMT

Anne GehrFunct. Tech.

Functional Technical Project TeamFunctional Technical Project Team

Anne Gehr Functional Tech.

Project Position Vacant

Permanent PositionVacant

Lan Pho Human Resources

HR/PR PMT

Nate Shearer*Finance Resource

Admir Djulovic*Intellecheck

Resource

*Resource/Support

Technical Enterprise Systems Technical Enterprise Systems Project TeamProject Team

Erick KeatingEnterprise Systems

Dean McMinn

DBA

Valan Franklin

DBA

Greg Fortune

ODS

Leio Heyenrath

Chris Bethely

Susan Himes

Security

HR/PR PMT

Dan Scanlan

John Gasper*

*Resource/Support

HR Project KickoffHR Project KickoffTechnical EnvironmentTechnical Environment

Prepared by: Dean McMinn and Erick KeatingPrepared by: Dean McMinn and Erick Keating

OverviewOverview

There are seven Oracle databases that will be used to facilitate the HR implementation.

We are currently running version 7.2.3 of Banner HR and Position Control in all databases

Clarification: Instance = Database = Environment

Implementation SupportImplementation Support

Conversion (CONV) Environment for DBAs and programmers to “test” conversion

processes. Once tested the data is either re-converted or copied to TEST.

Test (TEST) Environment for functional users to work on setup and verification

of data and processes during implementation Processes used to convert data in CONV will be repeated in TEST

Functional Training (FTNG) Used for functional user training during implementation. Initially,

FTNG is refreshed with data from SEED. Reporting (ODSI)

Data will be “moved” from TEST to ODSI in order to facilitate the development and testing of reports

Operational DatabasesOperational Databases

Pre-Production (PPRD) Used for end-user acceptance testing of local modifications as well

as upgrades and patches to the Banner product. This is the final staging area prior to production

Steps used to convert and load data in TEST will be repeated in PPRD.

Data is “cloned” from PROD on a semi-regular basis Production (PROD)

The promised land…this is the Banner production environment for both INB and SSB.

Operational Data Store (ODSP) Production environment for reporting

SecuritySecurity

Permissions during implementation will most likely not reflect permissions in ProductionPart of the implementation process will be to

fine-tune the security strategyPermissions in Pre-Production will be the

same as those in Production

ClosingClosing

Door Prize DrawingDoor Prize Drawing

Next StepsNext Steps

Project Team and Work Group leads will meet with their teams to review objectives and timelines.– team members are asked to represent not only their specific area

but to talk with peers in other departments and bring in their perspectives.

Functional Training begins November 27. Business Process analysis

– Determine procedure and/or policy modifications required.– Perform gap analysis.

System Prototype development begins February 2008.

What can I do now?What can I do now?

Complete Banner Navigation training.Review Data Standards manual. (on HR/PR

Blackboard Course: http://blackboard.ewu.edu)

Review documents in training binderVisit website for more resources.

www.ewu.edu/talons/

Questions?Questions?

THANK YOU for attending!!THANK YOU for attending!!

Banner HR/Payroll is Banner HR/Payroll is “Taking Flight”“Taking Flight”

“taking flight” november 27, 2007 banner human resources/payroll project kick-off

Documents

project implementation

answer slide

participants icebreaker

agenda project teams

unified system

answer erp

banner hrpr cheer

datadriven planning