Workday Presentation 15 Minutes
Download
Report
Transcript Workday Presentation 15 Minutes
URFinancials Project
Project Review
Topics
The change from FRS (Financial Records System) to Workday
Software-as-a-Service (Saas) Cloud Solution via web
Easy and quick to implement configurations and adaptations
Scheduled 3x per-year updates (March, July, November)
Broad integration requirements and useful Best Practices
FRS implemented in 1984; need for more dynamics and flexibility
A partnership for growth
Workday provides software
configuration and a link to developers
Deloitte provides implementation
experience and Best Practices
2
Topics
Project Scope
Project Timeline & Methodology
Project Structure
Workday Overview
Challenges and Opportunities
Questions
3
Scope
Our primary focus is the elimination of high-risk financial
information systems (FRS)
Team to recommend opportunities for business process
improvement
Our implementation will be based on standard solutions
Chart of Account (COA) design and integration
General Accounting and Reporting
Fund Accounting / Post=Award Grant Management
Accounts Payable
Feedback is encouraged and welcome
4
Project Timeline & Methodology
Plan
Architect
Jun ‘12
Feb ‘13
Team Assembly
Charter
High-Level Plan
Team Training
Kick-Off
Initial Prototype
Configure &
Prototype
Jun ‘13
Test
Deploy
Nov ‘13
July ‘14
Configuration
Design Workshops Prototype
Integrations
Discovery
Create Test Cases Go-Live Check-list
& Scenarios
Production
Unit Test, Validate System Test
Readiness Re-view
Configuration
User Acceptance Go-Live
Design Review & Build Integrations
& Reports
Approval
Final
Project Plan
Configuration
Update
Prototype
Test
Post Production
Support
Post Project
Review
5
Project Structure
Executive Steering
Committee
Ron Paprocki – Exec. Sponsor
Project Mgmt Team
Doug Wylie, John Barden
Jim Dobbertin – Project Manager
Workday Product
Advisory Group
(with Georgetown,
Brown, NYU, and Yale)
Core Project Team (Phase 1)
General
Ledger/COA
Accounts
Payable
Grant
Accounting
Kathy Strojny
/Patty Stevens
Marta Herman
Jeff Sullivan
University Finance
Advisory
Committee
Support Teams (technical, deployment,
communications, COA remediation)
Functional Advisory Groups
6
Challenges & Opportunities
SaaS application concept – no customization but based on
industry best practices
Internal resource allocation
Change management
Business process reviews and alignment
Organizational structure and job role definitions
Communications
Demonstrations, reviews and collaborations
Training
Chart of Accounts conversion
Potential for business process change prior to software
implementation (reduce the variables required for go-live)
In-flight development of the software
7
Questions?
Role
Name
Phone
Email
Project Manager
Jim Dobbertin
275-5768
[email protected]
University Controller
Doug Wylie
275-8567
[email protected]
Associate CIO
John Barden
275-4900
[email protected]
G/L Team Co-Lead
Patty Stevens
785-5178
[email protected]
G/L Team Co-Lead
Kathy Strojny
273-1349
[email protected]
Accounts Payable Team
Lead
Marta Herman
275-7880
[email protected]
Funds Accounting / Grant
Mgmt. Team Lead
Jeff Sullivan
275-1648
[email protected]
Technical Team Lead
Doug Ryan
273-2605
[email protected]
Find us at: www.rochester.edu/adminfinance/urfinancials
8
9