Pinnacle Telephone Billing System Upgrade Open Forum I

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Pinnacle Telephone Billing System Upgrade Open
Forum I

• February 27, 2009

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Agenda

• What's different between the old and new system
• What to expect from the new system - processes
  changing and those staying the same
• How you will access the system
• Timeline for rollout
• Questions and Answers

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Pinnacle Terminology

• Subscriber Staff, Faculty, Auxiliary Staff
  member or Department user (e.g. ITS Service
  Desk) assigned telephone services
• Service Telephone related item tracked and
  billed through Pinnacle (e.g. telephone line,
  calling card, cell phone, authorization code)
• Directory information Public telephone number,
  FAX, and location maintained within Pinnacle and
  fed to Cal Poly Directory

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What's Different
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Benefits of Changes

• Benefits
• Greatly Improved Data Consistency through
  automated provisioning and limited manual data
  entry
• Going Green saving paper by eliminating paper
  bills
• Provides Improved Interface
• Integration with Portal, no additional passwords
  to remember and on and off-campus access
• Secure, reliable (vendor supported), future
  growth path
• Possibility of future added Self-Service
  capabilities (e.g. ability for individual staff
  and faculty to access the system to review their
  bill)

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What to Expect From The New System

• Processes Changing
• All Reports via Web
• Eliminating Web based PDF directory sorted by
  name information available through portal
• We will continue to maintain Directory telephone
  number, FAX and location. All other directory
  information will now be pulled from its source
  system (e.g. we will no longer maintain alternate
  working titles but will use those provided by HR
  and Academic Personnel)
• Each individual will be identified in one primary
  department as they are in Cal Poly Directory

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What to Expect From The New System (Continued)

• Processes Staying the Same
• Personal support via ITS Service Desk
• Web based PDFs sorted by Administrative Offices
  and Campus Offices will still be available
• Departmental entries in the portal will still be
  available through the request form at
  http//servicedesk.calpoly.edu/documents/forms/Dep
  artment.pdf
• The Add, Move or Change process will remain the
  same although we will shortly be working to
  upgrade our online request forms

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Accessing the System
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Demo Screen Shot
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Roll Out Strategy

• Two consecutive months of correct bills March
  and April. Goal bills to Telephone Coordinators
  in April.
• Legacy system will be available through the end
  of the Fiscal Year for historical purposes, after
  this data will be archived for audit purposes
• During March and April, due to heavy project and
  dual entry requirements, we do expect some delays
  in Telephone request processing so please plan
  for this and we apologize for any inconvenience

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Rollout Timeline
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Questions Answers

• Open forum questions, answers
• Web http//servicedesk.calpoly.edu
• Contact
• David Rossddross_at_calpoly.edu756-1360