Welcome Team! FIS 8.4 Kickoff Meeting

November 14, 2003 8.4 Upgrade

Finance 8.4 Upgrade


Finance 8.4 Upgrade

Agenda Upgrade Process Timeline Key Software Changes Roles & Responsibilities Other Campus Upgrades Q & A


Finance 8.4 Upgrade


Finance 8.4 Upgrade

Fit/GapPrototyping

System Testing

2nd Pass

Peoplesoft Finance

Acceptance Testing

1st Pass

3rd Pass

Training

Upgrade Process

Cleanup

Planning & Strategy

Upgrade


Finance 8.4 Upgrade

Upgrade Process – Cleanup/Prep

Reconciliation Security Key Tasks Reporting Requirements Configuration


Finance 8.4 Upgrade

Upgrade Process – 1st Pass Perform Upgrade Validation Fit/Gap Design Walkthroughs Development Begins

Reports Interfaces


Finance 8.4 Upgrade

Upgrade Process – 2nd Pass

Perform Upgrade – 2nd Time Validate Perform System Test System Test Sign-off Development Continues


Finance 8.4 Upgrade

Upgrade Process – 3rd Pass

Perform Upgrade – 3rd Time Validate Perform Acceptance Test Acceptance Test Sign-off Development Completed & Tested


Finance 8.4 Upgrade

Upgrade Process – Final Pass

Training Materials Complete Train Operational Users 1st Quarter Closed Perform Production Upgrade Validate


Finance 8.4 Upgrade


Finance 8.4 Upgrade

Upgrade TimelineActivity Start Date End Date

First Upgrade 01/05/04 02/01/04

Fit/Gap Analysis 02/09/04 06/04/04

Development 04/01/04 09/01/04

2nd Upgrade 07/01/04 07/31/04

System Test 08/01/04 08/20/04

3rd Upgrade 08/23/04 09/03/04

Acceptance Test 09/06/04 09/23/04

Production Upgrade - GL/AP/PO

10/04/04 10/10/04


Finance 8.4 Upgrade

AM, AR/BI TimelineActivity Start Date End Date

Finalize Configuration 11/01/04 12/31/04

System Test 02/01/05 02/20/05

Acceptance Test 03/01/05 03/22/05

Training 03/15/05 04/30/05

Go Live – AM, AR/BI 04/01/05 04/01/05


Finance 8.4 Upgrade


Finance 8.4 Upgrade

Roles & ResponsibilitiesFunctional Consultant

Responsibilities Include: Assisting in the preparation for all fit/gap sessions. Assisting in data preparation & clean-up steps prior to the start of the

upgrade. Leading all fit/gap sessions. Assisting with the completion of all fit/gap documentation. Defining all report & interface requirements. Assisting with the completion of all test plans & test scripts. Assisting with the system and acceptance tests. Resolving all system & acceptance test issues. Assisting with the completion of all end-user training materials. Assisting with the delivery of end-user training. Defining security requirements. Completing system configuration. Providing post-implementation support.


Finance 8.4 Upgrade

Roles & ResponsibilitiesApplication Leads:

Responsible for AP, PO, GL, CDIP functional tasks

Responsibilities Include: Participating in the appropriate fit/gap session(s) including the

integration session. Approving the appropriate test scripts for the system and acceptance

tests. Participating in the system and acceptance tests. Retesting errors that occur during the test cycles. Validating the operational training materials. Conducting operational training. Becoming proficient with version 8.4 by the start of the system test. Completing upgrade reconciliation efforts.


Finance 8.4 Upgrade

Roles & ResponsibilitiesCDIP Application Lead:

Must have the following skills

Skill-set: Detailed knowledge of FIRMS reporting requirements. Knowledge of NACUBO rules and regulations. Legal Edit knowledge. GAAP knowledge. Understanding of CO ChartField definitions, values and associated

attributes.


Finance 8.4 Upgrade

Roles & ResponsibilitiesTechnical Lead / Consultant

Responsibilities Include: Coordinating the receipt of new 8.4 baseline instances. Completing 3 test upgrades plus the production upgrade to

version 8.4. Completing development of all required 8.4 reports and

interfaces. Implementing all security requirements. Debugging technical issues that arise during the test cycles. Providing technical training as needed. Resolving all test issues. Coordinating the cutover to production.


Finance 8.4 Upgrade


Finance 8.4 Upgrade

Key Software Changes Web Interface No more PO Accounting Lines KK Ledgers New and Improved On-line Inquiries CDIP modification Added Security Features


Finance 8.4 Upgrade


Finance 8.4 Upgrade

FIS 8.4 Campus Projects

RED UPGRADEBLUE IMPLEMENTATIONS


Finance 8.4 Upgrade

Welcome Team! FIS 8.4 Kickoff Meeting

Documents

Transcript of Welcome Team! FIS 8.4 Kickoff Meeting