UCPath Implementation Update

June 2013

UCPath Implementation Planning

UCPath UCOP Project Structure

UCPath UCOP Production Support Workstreams in Progress • • • • • • • • Vendor Management – Bob Baum UCPC Support Integration – Carrie Gatlin Juna LaMay Incident Management – Gary Keith Release Management – Wayne Templeton Change Management – Pamela Sampson-Smith Technical Access Management – Carrie Gatlin Service Design – Tara Brant Staffing – ITS Sr. Management Team

Wave 2 Implementation Planning • • • Formal wave 2/3 implementation kick-off took place May 15 th 2013 Local UCD planning and resourcing has started for campus and UCDHS All locations have requested UCOP for UCPath sandbox to help with local process analysis and implementation planning

The work in front of us…

Workstream Interface Development Data Conversion and Cleanup ODS, Local Reporting, Tier n Business Process Alignment Application Security and UCPath Access Identity Management (IDM) TAM & E-Per Change Management Communications Training Testing

Interface Development

Location Tier1 Outbound flow Inbound flow UCPath Nightly Incremental Location ODS Interface groups – General – Time and Attendance – Parking – SIS/Work study – Commitment Accounting – Base – IDM – 3rd Party

Interface Development

Attendees Functional and Technical Owners Workstream Kickoff Local Workstream effort begins Common Challenges Update Local Prep Follow-up Interface Walkthrough Site Specific Q&A Sessions Detail Interface Walkthrough Site Specific Interface Walkthrough On-going Mentoring & Support Color Key: Multi-Site Webinar Local work 1-on-1 UCPath/Locatio n

Interface Development Activites

– Step 1: Identify Interface Functional and Technical Owners – Step 2: Assemble Local Interface Inventory and Data Dependencies – Step 3: Assess Applicability/Availability of Reusable Code – Step 4: Evaluate ODS vs. Tier-1 Outbound Interface Options • Tier-1 Interface Files • ODS/Local Data Warehouse – Step 5: Review UCPath Functional and Technical Designs – Step 6: Attend the Tier-1 Interface Design Walkthroughs – Step 7: Create Schedule for Interface Development

Interface Development

Apr-13

Wave 2 Wave 3

Jul-13 Oct-13 UCPath Implementation Timeline Jan-14 Apr-14 Jul-14 Oct-14 Application Design & Dev & Location Dev Support (Incl TAM) Jan-15

Go Live Support

Apr-15 Application Design & Dev & Location Dev Support Jul-15

Go Live Support

UCD Interface Development Team

Design, develop & unit test inbound/outbound interfaces and existing applications

Lead:

Anantha Kadur

UCDHS

: Mangesh Kamble

Team Members:

Jeremy Dalbeck, Nancy Wilson, Cindy Jones, Debra Henn, Jonathan Keller, Susan M Moore, Irene Horgan Thompson, Linda Durst, Penny Knutson, Jacqueline Velasquez Marion Randall, Curtis Bray, Tom Poage, Jamila Sahakian, Henry Xiang, Alex Alfieri, Pari Velji, Brian Waechter, Tim Olesen Brad Harding, Eric Rothgarn, Nathan Affleck, Luci M. Schmidl

UCDHS Team:

Fanny Tung, Michael Marchant, Jonathan Opie JoAnna Askew-Hill, Cecilia Labrado, Sharon Huckfeldt, Drew Pokorney, Ann Steele, Elisabeth Lippuner, Wanda Brown, Carol Shimada, Susana Lee

Data Conversion and Cleansing

Location

Data Conversion and Cleansing

Attendees Functional and Technical Owners Workstream Kickoff Local Prep Detail Activity Walkthrough* Color Key: Multi-Site Webinar Local work 1-on-1 UCPath/Location Local Workstream effort begins Common Challenges Update Follow-up Activity Walkthrough Site Specific Q&A Sessions Site Specific Activity (non-PPS data) Walkthrough On-going Mentoring & Support

Data Conversion and Cleansing

• Activities – Step 1: Local Preparation- Identify Data Conversion/Cleanup Contacts – Step 2: PPS Data Cleanup Activities – Step 3: Gather Non-PPS Data – Step 4: Perform GAP Analysis on Existing Staging Table Layouts – Step 5: Define and Review Key Data Sets Required for UCPath – Step 6: Copy Local PPS Instance – Step 7: Identify Test/Validation Population – Step 8: Validation Activities

Step 2: Data Cleanup Requirements Data Cleansing Includes: • Eliminating unnecessary data records • Merging duplicated data • Identifying and correcting inaccurate or missing data • Reformatting and standardizing data so that it can be converted • Gathering information that does not exist in any legacy system but is required in UCPath

Step 3: Gathering Non-PPS Data • Absence Mgt Balances • Department Budget * • Direct Deposit Bank * • Direct Deposit * • Emergency Contacts • Encumbrance * • Garnishment * • Garnishment Vendor * • Reports To* • IDM • Profile Degrees • Profile Licenses • AD&D Dependents * These data elements are more complex to complete

Step 5: Define & Review Key Data Sets • Provide Department Tree Information • Provide and Review “Reports To” Information • Review Pay Groups • Review DOS Code Mapping • Review Salary Plans

Data Conversion and Cleansing

UCD Data Conversion Team

Work closely with UCOP PMO to plan, execute and test the conversion and migration of campus data to from PPS to UCPath.

Lead:

Anantha Kadur

UCDHS

: Drew Pokorney

Team Members:

Elizabeth Ehnat, Mary Ann Beall, Cindy Jones, Kathy Stuhr, Theresa Schumacher, Bobbie Lasky, Gee Lee, Linda Durst

UCDHS Team:

Misti Lang , Sharon Huckfeldt, Janette Manuel, JoAnna Askew-Hill, Cecilia Labrado, Terri Maddera, Fanny Tung, Mangesh Kamble

ODS, Local Reporting and Tier n

Tier n analysis

ODS Development and Local Reporting

ODS, Local Reporting and Tier n

• Activities – Step 1: Prepare Local ODS Team – Step 2: Identify Local Reporting and Tier-n Data Requirements – Step 3: Review ODS Design Documentation – Step 4: Schedule Site Specific Q&A Sessions – Step 5: Determine ODS Report Development Approach UCD expects to collaborate with other locations to reduce any duplication of efforts.

Identity Management (IDM)

• Activities – Step 1: Upgrade and Configure Shibboleth – Step 2: Provide Test Accounts – Step 3: Accept/Generate Test Messages and Responses – Step 4: Modify Internal Systems – Step 5: Support Two-Way SSL-protected SOA Endpoints for Message Receipt and Sending – Step 6: Provide Conversion Data to UCPath – Step 7: Perform Local Data Conversion – Step 8: Testing

The work in front of us…

Workstream Interface Development Data Conversion and Cleanup ODS, Local Reporting, Tier n Business Process Alignment Application Security and UCPath Access Identity Management (IDM) TAM & E-Per Change Management & Communication Training Testing Started Wave 2 kick-off June 6 th ; UCD: In Planning Wave 2 kick-off June 4 th ; UCD: In Planning UCD: In Planning UCD: Recruiting for lead/analyst UCOP kick off Sept ‘13 UCOP Status: In Planning UCD: In Planning; Recruiting UCOP Status: In Planning UCD: Recruiting for lead/analyst UCOP kick off July/August ’13 UCD: Recruiting for lead UCOP kick off Sept ‘13 UCOP Status: In Planning