Transcript ERP Stabilization Update

ERP Stabilization Update
PeopleSoft
Introduction
•
•
•
•
Stabilization Progress
ERP Highlights
Process Resolution
Focus on improvements for FY08
Stabilization Progress
• Project Plan
• Bugzilla
Project Plan
ERP Stabilization Project
Thursday, May 31, 2007
ERP Stabilization Project
52%
HCM
58%
Production Support and
Implementation
5%
FIN
43%
Payroll
54%
General Ledger
25%
Grants and SFS
Accounting
3%
Issue Tracking
Software (Bugzilla)
Implementation
100%
Benefits
35%
Budget (FIN)
46%
Accounts Payable
49%
HCM - Bundle
Preperation
0%
Budget (HR)
84%
AR Billing
98%
Projects
32%
FIN Bundles
0%
Human Resources
66%
Asset Management
50%
Purchasing
87%
Implement HCM
Phase II Modules
0%
Recruiting and
Retention
76%
P-Cards/Vendors
41%
Inventory
98%
Mid-Term
99%
Bugzilla
Product / "Priority"
1 - Critical /
Production
Stopped
2 - Urgent /
Production
Affected
3 - High /
Production
Impacted
4 - Medium /
Production
Standard
5 - Low /
Production
Not Affected
Total
Accounts Payable
0
0
0
1
0
1
Accounts Receivable
0
3
0
1
0
4
Asset Management
0
3
0
0
0
3
Budgets
1
4
2
1
0
8
General Ledger
0
2
8
5
1
16
Project Costing
0
1
4
1
0
6
Benefits
0
0
2
4
0
6
Human Resources
0
1
6
6
1
14
Payroll
0
2
2
6
1
11
eRecruit
0
4
0
1
0
5
Human Capital
1
8
0
0
1
10
Infrastructure
0
0
0
5
0
5
Infrastructure - PeopleSoft
0
3
1
7
1
12
PeopleSoft UPK / Training
0
0
0
1
0
1
Billing
0
0
1
0
0
1
Inventory
0
0
1
0
0
1
PCard
0
0
0
2
0
2
Purchasing
0
4
0
5
0
9
Total
2
35
27
46
5
115
ERP Highlights
• Training
• Human Resources
& Benefits
• Payroll
• Accounting
• Accounts Payable
• Purchasing
• Technology
Training
• Training is on-going
– Classroom and online
•
•
•
•
•
Principal training
Payroll summer training
Bookkeeper/Secretary training
Open labs
Back-office staff
Human Resources
& Benefits
• Reappointments completed for FY08
• Mass Salary update process implemented
for several employee groups
• Recruitment process improvements
• eBenefits scheduled for October Go-Live
Payroll
• District staff are running payrolls.
• Employees who have been identified as
overpaid have been notified and
selected a repayment plan.
• Re-design of the contract pay process is
on schedule for next year.
Accounting
• Accounting periods closed through
February
• Payroll distributed through April
– Enables us to pull data for reporting
(grants)
• Validation of data is behind schedule
but underway
Accounts Payable
• Paid 162,049 invoices totaling $742,757,823
– Only 793 invoices over 45 days old totaling
$3,301,256
• A new process for paying invoices for goods
(when schools are out) has been
implemented
• Invoice scanning is being implemented to
improve communication for next year
Purchasing
• Issued 19,732 purchase orders totaling
$702,789,415
• 22 vendors represented in the
marketplace
• Dual year requisitioning in place
Technology
• Established performance team to
address system issues
• Disaster Recovery procedures are in
process
• Bundles and Patches
Bundles & Patches
• HCM Bundles/Patches – September
• FIN Bundles/Patches – October
• Testing environments are currently being
prepared for these projects.
• HCM has not applied any patches since GoLive (July 1, 2006).
• FIN implemented ten bundles available last
fall. Currently there are six more available.
Staffing
• HR/Benefits/Payroll (HCM) General
Manager has been hired as of May 31st
• Nine of the ten PeopleSoft specific
positions approved by the Board have
been filled.
– The Functional Specialist in Payroll
remains open.
CONSULTANT REPORTING STRUCTURE
WEDNESDAY, JUNE 6, 2007
Sharon Swan
Darron Davis
Dianne Howard
Rena Martin
Purchasing Support
6/30
Matt Culp
PCARD, AP Support
8/31
Manmohan Pulyala
eBenefits
Deb Boltz
HCM Support
8/31
10/19
Mike Burke
Bill Baumgarten
Payroll Support
6/14
Steve Kacerik
Commitment Control Support
8/31
Mohammed Sukhera
Time & Labor Support
Kim Gulka
Payroll Support
8/31
8/31
Lata Guntur
Harish Bejinki
Tech Support
8/31
Mike Powers
Tech Support
6/30
Koti Kalagara
Tech Support
8/31
Page 1
Consultant Roll-Off Schedule
1/1/2007
February
March
April
May
June
Chuddie Jones – FIN Support
July
August
September
Steve Kacerik – Commitment Control Support
Randy Calley – FIN Support
F
I
N
Gerry Romanowski – A/R Billing Support
Rena Martin – Purchasing Support
Matt Culp – PCARD, AP Support
Edwin McLeod – FIN Support Lead
Edwin McLeod – FIN Support Lead
Michael Powell – Purchasing Specialist
Justin Willis – FIN Specialist
Matt Knopke – Contract Pay Support
Bill Baumgarten – Payroll Support
Roy Childers – Payroll Task Force
Debi Lyons - Benefits
Manmohan Pulyala - eBenefits
Kim Gulka – Payroll Support
H
C
M
Tessie Marfori-Gabay – Payroll Support (W2 Cleanup)
Mohammed Sukhera – Time & Labor Support
Deb Boltz – HCM Support
Holly Hall-Perry – HCM Support
Sarah Dalton – HCM Support
Cara Wiggins – Benefits Support
Roy Kroker – HCM Support Lead
Vacant – Payroll Support
Dennis McCowen - Tech
Karthik – Tech Support
Frank Collamaore – FIN
Bob Lewis – System Administrator
T
E
C
H
Maury Zuber - HCM Tech Support
Mike Powers - Tech Support
Harish Bejinki - Tech Support
Koti Kalagara – Tech Support
Wayne Watson – FIN Technical Support
Jose Molina - System Administrator
Zulfigar Gehlanvi – HCM Technical Support
Heather Gossard – Change Management
Mike Guay – Project Archetect
October
10/31/2007
Process Resolution
• Issue Identified
• Subject Matter
Experts (SME)
analyze issue
• Bugzilla
• PeopleSoft Case
• Project Plan - Scope
FunctionalLead
Lead
Functional
FunctionalSpecialist
Specialist(FS)
(FS)
Functional
FunctionalSubject
SubjectMatter
Matter
Functional
Expert(SME)
(SME)
Expert
SystemEnd
End
System
User
User
PeopleSoft Application Issue Resolution (PAIR)
End User identifies
an issue with the
online application
Did solution
provided
resolve my
issue?
No
Is issue
Procedure/
Training
Related?
SME reviews issue
identified by End
User
Yes
Is there a job
aid or training
doc?
Yes
Is additional
training / job
aide required?
Yes
Yes
Customer issue is
resolved
TRC
Review Document
with end user
P1,2
No
PAIR
If Priority 1 or 2 the
SME will email a
distribution list and
include Bugzilla ID and
brief descripition
No
Enter Task into
Bugzilla
No
Review informal
procedure with
end user
Auto Assign Owner
Is task
procedural
issue or
application
issue?
Email is sent to FS
that an issue exist
Procedure
Meet with SME,
what is needed to
document
procedures
Develop,
Configure, and
Test
Procedure
User Acceptance
Review with SME
Application
Research
Application Issue
Add Functional
Lead to CC in
Bugzilla
No
Can FS resolve
issue withouth
IT?
No
Yes
Review solution
with SME
Did SME
Agree?
P1, 2
Email is sent to FL
that an issue exist
that require IT
resource
Identify Task on
the Project Plan
and assess
solution path
Troubleshooting
Path
No
Yes
PPO
TPO
Yes
Update Task in
Bugzilla
Document Solution
SME sign-off on
procedure
Update bugzilla,
set status to
training
development
TRO
ERP Stabilization Update
• Questions