Transcript Implementation

SHARE Financials Upgrade
To Release 9.2
David Holmes
SHARE Director
PCC Presentation
March 27, 2013
1
SHARE Financials Upgrade
Value Proposition
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Will reduce maintenance costs, improve support,
implement fixes and provide the state with new and
enhanced financials capabilities
Significant enhancements in the latest release 9.2 of
PeopleSoft Financials will benefit the state including
Treasury, Cash Management and FHWA Billing
Includes federal regulatory enhancements and will
increase the effectiveness and compliance of the
state’s SHARE implementation
Improved Application Navigation, Look & Feel
2
PeopleSoft Release Levels
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SHARE current application levels are Financials 8.8 and
Human Capital Management (HCM) 8.9
The PeopleSoft latest release levels are 9.2 for both
Financials and HCM as of March 22, 2013
The SHARE releases of Financial Management and
HCM are no longer supported by Oracle
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For the current SHARE release levels Oracle no longer provides
new updates, fixes, security alerts, data fixes, critical patch
updates, or new tax, legal, and regulatory updates.
3
Upgrade Approach
Use consulting services to deliver the Upgrade Project & use the
Oracle Upgrade Lab to perform the upgrade:
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Change Management & Training
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Delta Analysis
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Assessment of Current State
Leverage SHARE University – Training needs assessments, design & evaluation
Stakeholder Communication, Outreach & Engagement
Delta Analysis – Finding deltas in SHARE functionality from 8.8 to 9.2
Business Processes & Customization Review
Determine final To-Be business processes
Implementation
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Design and Development
Manage & Leverage the Oracle Upgrade Lab efforts
Data Migration & Cleaning
Testing, Testing, Testing
Training & Job Aide Development & Delivery
Obtain required FHWA certification of NMDOT FHWA Billing in Release 9.2
4
Financial Upgrade Budget
PHASES
PLANNED
CERTIFICATION DATE
Initiating
June 2012
$164K
Planning
June 2012
$801K
Implementing
April 2013
$3,714K
Closing
April 2014
TBD
TOTAL
AMOUNT
$4,679,000.00
Includes significant NMDOT contributions to benefit their vital FHWA Billing processing
5
Certification Request $585K FY13 Funds
& Move to Implementation Phase
PHASE
CERTIFICATION DATE AMOUNT
Initiation & Planning
June 2012
Implemention
March 2013 Request
(FY13 Funds Only)
TOTAL
FY 13
$800,000
SHARE ERF $87,000
DOT Funds $498,000
TOTAL $585,000
$1,385,000
6
Financials Upgrade Timeline
Initiation & Planning
12/1/12
3/1/13
Implementation & Closeout
4/1/13
7/1/13
1/1/14
3/1/14
Project Mgmt.
Functional
Change
Mgmt.
Technical
Upgrade Lab
Target Go Live
Close
SHARE Financials Upgrade
Recent Activity:
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Project Manager on-board
PMP Built
Oracle Lab (contract in process)
Oracle Delta Analysis (contract in process)
ERP Professional Services Statewide Pricing
Agreement being established by SHARE
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Includes SHARE Program-wide ERP IV&V services
8
SHARE Financials Upgrade
Q&A
9