University of Florida ERP

1
University of Florida ERP

• NERDC IR Users Group
• Introduction to ERP
• February 14, 2003

2
Agenda

• Introductions
• University Vision
• System Principles
• Project Organization
• Technical Infrastructure
• Purchased Modules
• The Role of the Advisory User Council
• Current Project Status
• A Look at the Portal
• Key Dates
• Additional Info

3
University Vision

• Implement Vanilla adopt the PeopleSoft
  processes
• ERP System and IT Strategies
• Commitment to integrated, on-line, secure,
  self-service information for university processes

4
System Principles

• UFs standard user interface is the ERP systems
  web portal
• UFs self service transactions and financial
  transactions are processed by the ERP application
• UFs Master Databases are maintained by the ERP
  system
• UFs numbering schema is the ERP systems
  numbering schema
• UFs data dictionary is the ERP systems data
  dictionary
• UFs Master Databases are maintained by the ERP
  system
• UFs numbering schema is the ERP systems
  numbering schema
• UFs data dictionary is the ERP systems data
  dictionary

5
Project Organization Context
6
Project Organization Teams
7
Project Organization -- Matrix
8
Technical Infrastructure

• Large collection of servers IBM AIX and W2K
• PeopleSoft production platform is IBM p-series
  hardware, AIX, DB2 UDB, ESS
• Three phase infrastructure acquisition with
  design refinement between each phase
• Phase I installs completed Jan 5, 2003
• Two physical sites UF CNS and Shands (Phase II,
  July 2003), with off-site back-up at the HSC
• Multiple Instances of the database, software and
  metadata DMO, SYS, SBX, DEV, WRK, TST, EMR,
  QAT, STG, TRN, PRD

9
Purchased Modules

• Finance General Ledger, Budget, Asset Mgt,
  Sponsored Research, Purchasing, Inventory,
  Capital Projects, Treasury
• HR -- Human Resources, Base Benefits, Benefits
  Administration, Payroll, Time and Labor
• Student Admissions, Financial Aid, Records,
  Registration, Student A/R, Campus Community
• EPM data models, ETL scripts, structures, OLAP,
  reports
• Portal content management, integration,
  administration, publishing, search, navigation
• PeopleTools for application development and
  maintenance
• PeopleBooks for on-line reference documentation
• End User Training Kit with Web-Based Learning
  Assistant for on-line instruction and help

10
Additional Systems

• STAT version control system
• AppWorx process and job scheduling and
  production control
• Cognos Impromptu for web reports, PowerPlay for
  OLAP, Decision Stream for ETL
• Informatica for ETL
• Crystal Reports, SQR, nVision for financials
• Business Analysis Modeler for EPM

11
Systems and Security
12
Methodology Overview

• Fit/Gap
• Design
• Enhancements / Data Conversion
• Development
• Testing
• Training
• Deployment

13
Current Project Status

• Training
• Staff and AUC training underway.
• Help Desk
• Preliminary conversations regarding pre-planning.
• Communications
• AUCs beginning to meet. Word of mouth. Targeted
  status reports. Web site. By request.
  Communications plan draft.
• Portal
• Developer instances available. Project plans
  being developed. Proof of concept proceeding.
  Interface design underway.

14
UF Web Portal my.ufl.edu

• Goals
• Facilitate distributed production of material for
  internal communication
• Provide a single point of entry for web-based
  work
• Demonstrate value for UF
• Methods
• Engage existing content providers
• Interface design to brand the portal as My UFL,
  provide rewarding user experience, lower support
  effort
• Capitalize on existing technical infrastructure
  GatorLink
• See UF Web Portal Draft Statement of Direction

15
my.ufl.edu
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Key Dates

• March 5, 2003 Portal beta available
• March 31, 2003 Portal go-live
• August 2003 EPM go-live
• July 1, 2004 Financials go-live including
  grants
• Jan 1, 2005 HRMS and Payroll go-live
• Summer 2006 Student go-live

17
Additional Info

• Core Hours Team hours MTh 700 a.m. 600 p.m.
• Meeting Notes on-line
• ERP Web Site http//www.erp.ufl.edu
• ERP Groups
• Portal status reports, project plans, screen
  shots
• Communications -- status reports, training, help
  desk, related info
• PeopleBooks http//www.erp.ufl.edu/peoplebooks
• PeopleSoft Customer Connection (http//www.peoples
  oft.com/cc)