FUNCTIONAL FIT-GAP ANALYSIS PHASE

ANALYSIS USER INITIATIVES CONCEPTUAL DESIGN DELIVERABLESThis step encompasses the following activities to be completed by the project team and business area subject matter experts:

Analyzing and testing the new and existing functionality, including on-line processes, batch processes, reporting and workflow.

Reviewing existing Functional Requirements and testing those requirements in Financials 8.4.

Reviewing open or unresolved PeopleSoft cases to determine if Financials 8.4 has fixed the issue.

Reviewing any other desired business processes in Financials 8.4.

Various user-inclusive analysis and feedback Initiatives will be used. Each business process needs to be addressed in at least one initiative type:

Full Conference Room Pilots

Test Drives Mini CRP sessions Workgroups

This step includes: Analysis of feedback from

user initiatives, which feed into the option/decision process.

Creation of a set of decisions, which are evaluated as a whole, leading to a comprehensive set of conceptual designs.

Review of Conceptual Designs by business areas and end user groups.

Approval of Conceptual designs by the Advisory Team(s), Sponsors, Executive Steering Committee and Executive Sponsors.

The following deliverables will be produced during this phase:

Fit/Gap List Issues List Decision Papers (with

recommendations) To-Be process flows Data Maps Requirements statements Conceptual Design Detailed Phase II Estimate

and Workplan Reconfirmed Integrated

Project Estimate

TECHNICAL FIT-GAP ANALYSIS PHASE

ANALYSIS USER INITIATIVES CONCEPTUAL DESIGN DELIVERABLESThis step encompasses the following activities to be completed by the Operations, and Application Infrastructure teams:

Analyzing and testing the new and existing technical functionality, including security. Items to be reviewed include: Autosys, Spreadsheet Upload, Citrix (for development environment).

Reviewing open or unresolved PeopleSoft cases to determine if Financials 8.4 has fixed the issue.

Review of PeopleSoft’s web based environment

Review of fix application process changes

Analyzing and testing Hardware (DASD, Memory) to support web based environment.

Analysis of options for implementation of Archiving solution.

This step encompasses the following activities to be completed by the Operations, Application Infrastructure and Change Management teams:

Re-evaluation of user training methodology

Analysis of Desktop Support strategy

This step includes: Analysis of feedback from

analysis and user initiatives step, which feed into the option/decision process.

Creation of a set of decisions, which are evaluated as a whole, leading to a comprehensive set of Conceptual Designs

Review of the Conceptual Designs by the Operations, Application Infrastructure and Change Management groups (as appropriate).

Approval of the Conceptual Designs by the Advisory Team, Sponsors, Executive Steering Committee and Executive Sponsors.

The following deliverables will be produced during this phase

Technical Upgrade Conceptual Design

Reporting Conceptual Design

Archiving Conceptual Design

End user training Conceptual Design

Environment Map Capacity Plan Issues List Decision Papers (with

recommendations) Requirements statements Detailed Phase II Estimate

and Workplan Go Live Strategy Reconfirmed Integrated

Project Estimate