Transcript FastFacts Feature Presentation

Slide 1
FastFacts
Feature Presentation
November 17, 2014
To dial in, use this phone number and
participant code…
Phone number: 888-651-5908
Participant code: 182500
To participate via VoIP…
You must have a sound card
You must have headphones or
computer speakers
© 2014 The Johns Hopkins University. All rights reserved.
Slide 2
Today’s Topic
We’ll be taking a look at…
BW to Analysis Transition
Slide 3
Today’s Presenter
John O’Neill
ERP Manager, Enterprise Business Solutions
Contact: [email protected]
410-735-7526
Slide 4
Session Segments
Presentation
This session will introduce you to the new BW Reporting Tool,
called Analysis. John O’Neill, EBS IT Manager, will describe why
BW is changing and identify when the transition to Analysis will
occur. John will also provide a sneak peak of the system,
including how to access Analysis.
During John’s presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask
questions.
John will answer as many of your questions as time allows.
Slide 5
Contact Us
If you would like to submit a question during the presentation or if
you’re having technical difficulties, you can email us at:
[email protected]
You can also send us an instant message!
GoogleTalk – [email protected]
AOL Instant Messenger – HopkinsFastFacts
MSN – [email protected]
Slide 6
Survey
Survey
At the end of this FastFacts session, we’ll ask you to complete a
short survey.
Your honest comments will help us to enhance and improve
future FastFacts sessions.
Slide 7
How To View Full Screen
Slide 8
BW to Analysis Transition
Slide 9
Agenda
After today’s presentation you will be able to:
• Discuss why BW Report Center is changing to Analysis and the
benefits of the new reporting tool
• Identify the rollout and when it will impact your area
• Describe the training and communication strategy
• Define the role of a Super User
• Explain how to access Analysis
• Identify where to obtain training support and resources for the
transition to Analysis
Slide 10
Why are we changing?
BW Report Center will no longer be supported by SAP
Hopkins has been using the same reporting interface since golive (Jan. 2007)
Make use of investment in BusinessObjects
Future SAP innovations are in the BusinessObjects products
Empower business users
More reporting tools to come!
Slide 11
Why Analysis?
Slide 12
Analysis Benefits
The tool has a similar layout to the current BW Report Center
There are additional features available in the new tool
Ability to run and open multiple reports at the same time
Drag and drop functionality
Universal structured reports
Enhanced graphing
Pausing the data refresh
Custom calculations
Slide 13
Analysis Rollout
Wave
Estimated Size
Training Dates
Wave 1
Central Finance
Audits
DBOs
Super Users
250
December 2014 – January 2015
Wave 2
University Administration
245
January 2015 - February 2015
76
February 2015 – March 2015
205
March 2015 - April 2015
Wave 3
Wave 4
Group
School of Nursing
Carey Business School
School of Education
Homewood Student Affairs
Libraries
Academic Centers
Peabody
Wave 5
SAIS
62
April 2015 – May 2015
Wave 6
Public Health
237
June 2015 - July 2015
Wave 7
Krieger Arts and Sciences
Engineering
235
July 2015 - August 2015
Wave 8
School of Medicine
938
August 2015 - December 2015
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Super Users
Super Users serve as project advocates to generate enthusiasm and
excitement for the change.
The role of the Super User includes the following:
Lead, reinforce, and validate optimal application use and best
practices.
Provide at-the-elbow support for all users
within their departments.
Assist the project team with identifying and
resolving application issues that may arise.
Attend periodic super user meetings, report
outcomes to their departments, and
distribute communications to help implement
any changes.
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Super Users - Traits
Strong interpersonal skills
Problem solving skills
Departmental respect
Positive Outlook
Business Warehouse reporting skills
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Communications and Training
Communications strategy (project sponsors and implementation team)
E-mail, University Monthly Newsletter, super user notifications
Training includes:
FastFacts overview of “Why We Are Changing”
Series of five FastFacts sessions (live/recorded)
Job aids (including a crosswalk)
Show-me videos
Hands-on classroom training (all employees –
attendance of FastFacts will be a prerequisite)
Training resources can be found on the University
Finance website
Slide 17
FastFacts Series
Announcement
November 17, 18 and 20 – BW to Analysis Transition
Training
Analysis - Basic Navigation
Analysis - Non Sponsored Financial Summary
Analysis - Summary of Gross Salary (Combined) and Employee
Master Data by Date
Analysis - Recreating Bookmarks
Analysis - Non Sponsored – YTD Transactional Detail
Slide 18
New-To-Role Training
Beginning February 1, 2015
All new employees or users new to the role will be trained on
Analysis
Trained regardless of wave schedule
Users will identify their super user
Learning Solutions will notify Super Users of any new users in their
area who take the Analysis course
Super Users will offer support, assistance, answer questions
Slide 19
BW Report Center Tab
BW Report Center tab will be removed from each area’s SAP screen
90-days post training wave.
Example – School of Medicine’s training wave completion date is
December 2015. The portal tab will be removed March 31, 2016.
Users should learn the new tool and transition bookmarks before
that tab is gone.
Super Users, Central Finance, Audits, and DBOs will have both the
BW and Analysis tabs for the entire project in order to provide
support.
Slide 20
How to Access Analysis
Employees will access Analysis via a new Enterprise Reporting tab in
the SAP Portal
There is a new version of the BW News located here
BW News offers information about daily data loads
Notifications of events and changes are also found here
Slide 21
How to Access Analysis
Click the Open Analysis link from the BW News page on the
Enterprise Reporting tab.
Slide 22
Analysis
The link will open the Analysis reporting tool
Analysis reports are stored in folders similar to the BW Report
Center today
There will be no changes in the distribution of monthly statements
from Financial Quality Control. This process remains the same.
Slide 23
Analysis Workspaces
Users can navigate through the folders to find reports they need
There is also a search function available
Slide 24
Sample Analysis Report
Slide 25
Resources Website
Office of Finance Website
Slide 26
Resources
This page contains links to the various resources mentioned throughout this presentation.
You can click on the links or copy and paste the links into your web browser.
Super Users
A list of super users has been posted on the Finance website
JHU Finance Website:
http://finance.jhu.edu/reports_guides/analysis/overview.html
JHU Finance Contact Information:
[email protected] or 410-516-3277
SAP at Hopkins:
http://www.sapathopkins.org/
Training Questions:
[email protected]
Slide 27
Q&A
We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide
instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us
during the presentation.
If there’s a question that we can’t answer, we’ll do some research
after this session, and then email the answer to all participants.
Slide 28
Thank You!
Thank you for participating!
We would love to hear from you.
Are there certain topics that you would like us to cover in future
FastFacts sessions?
Would you like to be a FastFacts presenter?
Please email us at: [email protected]
Slide 29
Survey
Before we close, please take the time to complete a short survey.
Your feedback will help us as we plan future FastFacts sessions.
Click this link to access the survey…
http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!