“Taking Flight” November 27, 2007 Banner Human Resources/Payroll Project Kick-Off.
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Transcript of “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.
Roles and ResponsibilitiesRoles and Responsibilities
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.
Roles and ResponsibilitiesRoles and Responsibilities
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.
Roles and ResponsibilitiesRoles and Responsibilities
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
Roles and ResponsibilitiesRoles and Responsibilities
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.
Roles and ResponsibilitiesRoles and Responsibilities
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.
Roles and ResponsibilitiesRoles and Responsibilities
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
Caren LincolnHuman Resources
Kimberlee DavisAcademic Personnel
Keri MillerCareer Services
Jeri MorganPayroll
Teresa MartinInstitutional Research
Jan BlissBenefits
Kimberlee DavisAcademic Personnel
Greg FortuneODS
Tesha KropidlowskiBudget
Jeri MorganPayroll
Jan BlissBenefits
Caren LincolnHuman Resources
Tesha KropidlowskiBudget
Keri MillerCareer Services
Kimberlee DavisAcademic Personnel
Shannon FlynnFinancial Aid
Kathy SawtellsPayroll
Caren LincolnHuman Resources
TBDHR Data Custodian
Jan BlissBenefits
Kimberlee DavisAcademic Personnel
Karen MarshStudent Affairs
Lan Pho/Caren LincolnHuman Resources
Susan HimesIT Security
Jeri MorganPayroll
Teresa MartinInstitutional Research
Debbie Fockler/Shannon FlynnStudent Affairs
Annette SkaerAcademic Affairs
Kimberlee DavisAcademic Personnel
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
Kimberlee DavisAcademic Personnel
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
Tesha KropidlowskiBudget
Keri MillerCareer Services
Kimberlee DavisAcademic Personnel
Shannon FlynnFinancial Aid
Liz GardeaDining
TBDFacilities
Reporting Work GroupReporting Work Group
TBD Reporting Work Group Lead
Janis BlissBenefits
Kimberlee DavisAcademic Personnel
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
Kimberlee DavisAcademic Personnel
Caren LincolnHR
Kathy SawtellsPayroll
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
Kathy SawtellsPayroll
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
Kimberlee DavisAcademic Personnel
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”