Huron's 9 2 SPARK Solution

© Huron Consulting Group Inc. All Rights Reserved.

Huron is a management consulting firm and not a CPA firm, and does not provide attest services, audits, or other engagements in accordance with the AICPA's Statements on Auditing Standards.

Huron is not a law firm; it does not offer, and is not authorized to provide, legal advice or counseling in any jurisdiction.

YOUR MISSION | OUR SOLUTIONS © Huron Consulting Group Inc. All Rights Reserved.

Huron is a management consulting firm and not a CPA firm, and does not provide attest services, audits, or other engagements in accordance with standards established by the AICPA or auditing standards

promulgated by the Public Company Accounting Oversight Board (“PCAOB”). Huron is not a law firm; it does not offer, and is not authorized to provide, legal advice or counseling in any jurisdiction.

Start on the Right Foot

Huron’s 9.2 “SPARK” Solution

February, 2014

Contents

About your Presenters…………..……….……….……..……… 3

Start Out Right …………………..…………….……………… 7

SPARK Solution In Action? ............................………………… 17

2

© 2013 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

Our speakers today are:

Joy Walton – Managing Director, ELS-Health & Ed Tech Services

[email protected]

(312) 583-8759

Reese Lucas – Director, ELS-Health & Ed Tech Services

[email protected]

(312) 663-7511

Suresh Mothikuru – Director, ELS Health & Ed Tech Services

[email protected]

(312) 235-8652

Please feel free to reach out with any questions.

Huron Consulting Group Our Presenters Today

3 © 2013 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

mailto:[email protected]



Our SPARK Solution is the first in a series of webinar’s that Huron Consulting Group will

be hosting on upgrading to PeopleSoft’s 9.2.

Huron Consulting Group Our Upcoming Webinars


• Grants in Release 9.2 April

• HCM Features and Functionality May

• 9.2 Financials, Before and After June

The Upgrade Dilemma Leadership Perceptions

5 5

To address these common challenges, Huron Consulting

Group has developed our “SPARK Solution” for PeopleSoft

9.2 upgrades. Our methodology brings together the right

blend of:

• Industry specific experience

• Focus on process improvement and increased efficiencies

• Transition from heavy customization to maximum usage of

delivered functionality

The decision to upgrade is challenging and complex. Alternatives and

justification for staying current are sometimes elusive:

• What resources are required?

• How long will it take?

• What is the business value of the upgrade?

• What new functionality will benefit the organization?

• What’s the return on this investment?


Huron Consulting Group Common Upgrade Pain Points


Material business improvements are not realized

The upgrade impacts planned operations activities/projects

System remains heavily customized and costly to maintain

Existing process and design inefficiencies are not addressed

Start Out Right

SPARK Solution What is SPARK?

8 8

Huron’s “SPARK Solution” for the 9.2 PeopleSoft

Release addresses these issues via a structured approach

that provides leadership the information they need to

understand and make informed decisions.

Specialized consultants in Higher Education & Healthcare

Platinum Partner of Oracle

Applications Assessment to Jumpstart your upgrade

Reduction of time and implementation costs

Knowledge transfer to help client achieve self sufficiency


Our SPARK Solution is focused on results for your organization, examples from our clients

include:

• 40% reduction in modifications

• Implementation of over 50 pieces of new functionality

• Streamlined processing of high volume area’s such as requisitioning, processing of life

events

Huron’s “SPARK” Solution An Incremental and Disciplined Approach for Migrating to Version 9.2

9

Jumpstart

Application

Assessment

Technology

& Process

Migration

Transition

Initial Review of

Retrofits & New

Features

Technology estimates

adjusted based on

decisions made during

Fit/Gap and Design

Project Description

& Initial Estimates

Project Plans

Detailed Work Plan

Development &

Management

Incremental &

External Resources

Assess ability to

support internally.

Factor in knowledge

transfer requirements


Tangible Results

Leading Research University in the Western US– over 20% reduction in modifications

Leading University in the Midwest – 30% reduction in modifications

Leading Healthcare Provider in the Northeast– nearly 40% reduction in modifications

Higher Education and Healthcare Focused

Jumpstart is a combination of

interviews with key

stakeholders and assessment

questionnaires.

Huron’s “SPARK” Solution The Initial Estimate

Current state of your

applications.

Technology

requirements

outside of the core

upgrade process.

Which customizations

are not required as a

result of new

functionality.


Jumpstart Deliverables

• Upgrade objectives

• Resource estimate

• Preliminary timeline

• Technology requirements

• Cost estimates

Business Assessment

Technology Assessment

Customization Assessment

Technology & Process Migration

Application Assessment

Huron’s “SPARK” Solution A Rapid Upgrade Approach

11 11

Our toolkit and

accelerators are

designed to help us

get from

assessment to

transition as

expeditiously as

possible.


Transition

• Develop

• Test

• Implement

• Post Production Support

• Initiate

• Fit Gap

• Design

Huron’s “SPARK” Solution Upgrade Accelerators

12

Huron was an integral part of the 9.2 beta testing team. We have leveraged this experience with our industry expertise and upgrade

experiences to create project accelerators that will assist us in every phase of the upgrade. Some of these accelerators are our:

Jumpstart

Assessment

Please indicate (yes/no) if your company uses or is interested in enabling the selected functionality as part of the upgrade

In Production?

(yes/no)

Future Use?

(yes/no)

Asset Management yes no

Cash Management yes no

Commitment Control yes no

Contracts yes no

Contracts for Government Accounting yes no

Deal Management yes no

eSettlements yes no

Expenses yes no

Financial Gateway yes no

General Ledger yes no

Grants yes no

IT Asset Management yes no

Maintenance Management yes no

Payables yes no

FMS ESA ALMModules/Functionality

# First Release

for FeatureProduct Feature Higher Ed Healthcare Recommend

Configuration

Required

Training

Effort

Data

Conversion

Process

Redesign

909.0

Commitment

Control

Includes the Journal Class field in the budget flat fi le for importing Commitment Control budget journals. (This

feature was backported from 9.1 to 9.0.) Yes Limited Yes Yes Yes Yes Yes

919.1

Commitment

ControlEnter a SpeedType key directly for each budget journal l ine as well as select from a prompt list. Yes Limited Yes Yes Yes Yes Yes

929.1

Commitment

Control

Maintain budgets more efficiently by using account ranges when defining account exclusions for budget

definitions. You can also copy the entire Budget Definition setup, including the creation of Commitment Control

Ledgers, Ledger Groups, and Budget Definitions.

Yes Limited Yes Yes Yes Yes Yes

939.1

Commitment

Control

The Check Only capability allows you to budget check transactions using what-if scenarios that do not actually

commit the funds against any budget. This capability also provides pre-validation of the transaction data against

budget definitions.


949.1

Commitment

Control

The Value Required selection in the budget definition is optional, as opposed to either selected or deselected.

When selecting the Value Required as optional, a blank key ChartField is treated as if a value were present. This

feature helps to reduce the budget setup in the area of rule sets.


95

9.1

Commitment

Control

General Ledger provides real-time budget checking of position data from PeopleSoft HCM. Requisitions for

positions are validated against budgetary rules in Financials and recorded as Pre-Encumbrances; position offers

are booked as Encumbrances. Position data changes, such as bonuses and salary changes, are validated and

booked against the budget as appropriate.


1. Contracts 2. Billing 3. Receivables

Contracts Reconciliation Summary

The Reconciliation Summary page will be added to view the results from the Reconciliation Summary process. This page will provide the difference between billing and revenue at the detail level as well as the attributes that are related to retainages, withholdings, limits, and fees. The information provided on this page will enable you to determine where to complete the remaining process, or to make an adjustment. Contracts with rate-based contract lines can be viewed based on revenue recognized and total amount billed to date for the following values: Contract, Contract Line, Project Costing business unit, Project or Project Activity. The revenue data is stored on the CA_ACCTG_LINE_PC table and the billing information is stored on the BI_ACCT_ENTRY table. The reconciliation process looks to these two records based on the criteria defined on the Chartfields selected on the Contracts Reconciliation Definition page. Also, if you do not select break on the chartfields you want to break on they do not appear on the report generated. The Reconcile Revenue and Billing feature does not support prepaid amounts. 1. Configure reconciliation options for each user. Set Up Financials/Supply Chain, Product Related, Contracts, General Options, Reconciliation Options by User

Describe the level of customization you believe to be present in your

current implementation (high / medium / low). What were the factors that

determined that level of customization? Are you looking to increase, or

decrease, this level of customization?

Do you have customization documentation such as design documents,

specifications and test scripts?

Is this documentation current?

# of Prod Instances

Total # of Environments (Prod and non Prod)

Data:

Objects:

Control Files:

Data Dictionary:

Security:

Describe your hardware environment. Attach architecture diagram if

available.

Technical AssessmentCustomizations

Instances/Environments

Shared Components By Environment:

Hardware Configuration


Industry Specific

9.2 Demo Scripts

Upgrade Fit

Gap Matrix

. Configure reconciliation options for each user. Set Up Financials/Supply Chain, Product Related, Contracts, General Options, Reconciliation Options by User

Quickly define scope and effort plus

identify areas of greatest value

Pre-defined targeted functionality to

expedite reviews and designs

Supplements Fit Gap and

expedited test planning and

execution

During an Upgrade, we work with our clients to improve business processes, not simply deploy

functional changes or departmental tasks. With this approach, we help our customers optimize their

operations, providing much more than the migration of ‘code’ changes.

Huron’s “SPARK” Solution Business Process Improvement, Integrated with Upgrades

13

Advantage

• Increased use of PeopleSoft 9.2 core functionality

• Reduced cost from greater efficiency

• Focus and accountability on outcomes


Huron’s Process Orientation

• Focuses on providing value to the end customer

• Measures results of an end-to-end process

• Defines components of business processes clearly

SPARK Solution In Action

Huron Consulting Group OUR COMMITMENT TO ORACLE

© 2013 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. 15

• Expanded investment in PeopleSoft Technologies, including Hyperion, OBIEE, DRM, Campus Solutions and more

• We have a growing practice of over 100 resources dedicated to Oracle solutions

• Supporting all deployment models, including on premise, hosted and cloud

Dedicated Oracle Platinum Partners

• Huron is an Oracle Platinum Partner and 9.2 beta partner

• Partnering with Oracle in Grants, Labor Distribution, eProcurement

• Assisting Oracle in with ongoing development of HCM Application

Supporting Enhancement of PeopleSoft Solutions

EPM

Regional

System

Integrator

Award (2013)

Oracle

Platinum

Partner

Oracle

Customer

Advisory

Board & Beta

Program

Huron’s “SPARK” Solution Tools and Accelerators to Meet your Goals

16


Huron’s approach and complimentary tools will provide the foundation to reduce overall implementation costs and

timeframe and meet your expectations.

Toolkit & Accelerators

Current Cost Baseline Analysis

Roadmap & Readiness to Start

Fit Gap Analyzer

9.2 Demo Scripts

Pre-configured workbooks (industry specific)

Pre-defined test scripts (industry specific)

Training Aids (specific to 9.2 new features and enhancements)

KT Readiness Assessment

Updated Cost Baseline Analysis

Huron’s “SPARK” Solution We Have the Right Mix to Meet Your Needs

• On-Site dedicated resources

• Tightest customer interaction

• Suitable for core functions

• Design, deployment, acceptance testing as

appropriate

• Off-shore leveraged

resources, managed thru

Huron onsite team

• Enables global sourcing

efficiencies/significant cost

advantages

• Suitable for support

functions

• Development, maintenance,

as appropriate

• On-shore leveraged resources

• Enables off-site efficiencies/cost

advantages

• Specialized competencies and

technology expertise

The Huron Advantage - Flexible, efficient

resourcing

Huron will staff the upgrade effort with the right mix of

onsite and offsite resources, allowing for cost effective

deployment and flexibility to meet project and client

needs

17

Client On-Site

On-Shore, Remote

Development &

Support

Off-Shore,

Technical


18

Huron’s “SPARK” Solution Benefits of Spark Methodology

Huron Consulting is The Oracle Platinum consulting partner to deliver successful PeopleSoft 9.2

Upgrades to Higher Education and Healthcare clients. We deliver business value, not just software

migrations.


Customization Reductions

New Functionality/

Tools

Process Improvement

Compliance

Little Impact on Production

Huron’s “SPARK” Solution SPARK Contact Information

19

If you have any questions regarding a 9.2 upgrade or Huron’s SPARK Solution, feel free

to call or email us at:

Reese Lucas

(312) 663-7511

[email protected]

Suresh Mothikuru

(312) 235-8652

[email protected]



Future Events Thank You For Joining Us Today

Please join our next webinars:

April – Grants in Release 9.2.

May – HCM Features and Functionality

June – 9.2 Financials, Before and After

Stop by and see us at:

HEUG (Booth 204) on March 9th though the 12th and

HIUG (Booth 304) on June 22nd though the 25th

For any questions or inquiries please call or email us.

20


Joy Walton (312) 583-8759 [email protected]

Peter Eschenbach (312) 583-8755 [email protected]

Jason Moebius (312) 880-3358 [email protected]

Ryan McDaniel (312) 880-3055 [email protected]

Dave Klipa (202) 585-6849 [email protected]

Laura Zimmermann (312) 583-8782 [email protected]








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