PeopleSoft Financials Implementation Project

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PeopleSoft Financials Implementation Project
Regional Office Visits January, 2009
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AGENDA

• Introductions
• Overview
• Vision
• Objectives
• Benefits
• Project Scope
• Modules
• Timeline
• Change management
• Communication
• Training
• Wrap up
• Your responsibilities
• Contact information
• Next steps

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PeopleSoft Financials Implementation Project

• Vision
• We are laying a cornerstone for a strong
  foundation to support the Government of the
  Northwest Territories to make the best possible
  decisions by providing the right information to
  the right people at the right time through
  effective, integrated processes and supporting
  technology

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PeopleSoft Financials Implementation Project

• We will achieve this by
• Delivering a quality, on-time, on-budget FIS
  replacement system
• Ensuring continuous involvement of and
  communication with all departments throughout the
  project lifecycle
• Supporting employees through the change with
  deliberate scheduled actions
• Our outcomes will
• Give managers the tools that they need to manage
  and support their decisions
• Empower employees to be more effective in their
  roles through better tools and training
• Allow departments to focus on what really matters
• Adopt/adapt best practices while honouring and
  recognizing what currently works for us
• Streamline/standardize business processes that
  support the system (end-to-end)
• Reduce the number of ancillary information
  systems throughout the organization

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Benefits

• Improved management decision making through
  corporate-wide financial solution
• Drill-down / drill-through capabilities
• Enterprise platform for consistency
• Common standards, processes and procedures
• Leverage best practices
• Improve operational efficiency eliminate
  redundant or duplicated activities
• Sets foundation for handling future growth

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Project Scope

• Replace FIS and related major processes and other
  systems
• Build all inbound / outbound interfaces to
  remaining legacy systems that are linked to FIS
• PeopleSoft Modules
• General Ledger
• Accounts Receivable Billing
• Accounts Payable
• Purchasing
• Treasury
• Expense Management
• Asset Management
• Project Costing (Planning Stage only / Implement
  tbd)
• Data conversion

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Project timeline
Where are we now?
Fall 2008 Winter 2009 Spring 2009 Summer 2009
Define
Design
Build
Transition

• Planning Define
• Design
• Build
• Transition

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How will employees be prepared for the changes
associated with the PeopleSoft Financials
implementation project?
First contact
Introduction
Support
Learning
Focused help
Training (hands on)

• On-site coaching
• Online support
• End user procedures
• Quick reference cards
• Continued learning activities

Awereness/Understanding
Education (context)

• System overview and navigation
• Role-based courses
• Exercises
• Practice environment

Communication (awareness)

• Focused info sessions
• Change impact workshops
• Process overviews

• Announcements
• Communication sessions
• Workshops

Time
Go-live
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SAM training and coaching approach
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Our success depends on you

• Be involved
• Read and share project communication when you
  receive it
• Check the internet site frequently for new
  updates
• Ask questions
• Ensure you and your employees attend the training
  when it is scheduled
• Be enthusiastic and open to change

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Next steps

• Regional functionality overview sessions
• Regular communication opportunities and updates
• Training
• FAM Updates

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How to find out more

• SAM web site
• www.fmbs.gov.nt.ca/sam
• SAM e-mail address for questions and comments
• SAM_at_gov.nt.ca
• Contact your GNWT project team member or Subject
  Matter Experts (SME)

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PeopleSoft Financials Project Team

• Secretary of the FMB Comptroller General
  Margaret Melhorn
• Assistant Deputy Minister, PeopleSoft Financials
  Implementation Warren St. Germaine
• Assistant Comptroller General Louise Lavoie
• Executive Project Director Rob Ratcliffe
• Project Manager Rob McMenemy
• Developer Marc Gauthier
• Change Management Kristen Cook
• Change Management Coralee Round
• Training Niña Salvador
• Accounts Payable Andy Couvrette
• Asset Management Paul Lam
• Billing/Accounts Receivable Jennifer Doyle
• Expenses Andy Couvrette
• General Ledger Chris Engley
• Project Costing Rob McMenemy
• Purchasing Sherry Spring
• Treasury Robert Borden
• Technical Team Marc Gauthier
• Technical Team Leslie Goit

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Any final questions?