ERP at the University of Florida

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ERP at the University of Florida

• Mike Conlon
• Director of Data Infrastructure
• October 3, 2003

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University Vision

• Integrated, on-line, secure, self-service
  processes for university business
• Implement Vanilla adopt the PeopleSoft
  processes
• Eliminate costly mainframe technologies
• Eliminate dependence on State of Florida Systems
• Implement Finance, Human Resource, Student,
  Portal and Data Warehouse

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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

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Project Organization Context
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UF Bridges Project Organization
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Project Organization -- Matrix
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Methodology Overview

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

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Finance

• General Ledger, Asset Management, Cashiering,
  A/P, Grants Administration, Purchasing, Travel,
  Budget, Commitment Control, Projects, Contracts,
  Billing
• New Chart of Accounts includes flex fields,
  UFID field, detail needed for grants, projects
• New streamlined processes in all areas
• Replaces SAMAS/FLAIR
• Significant increase in access to management
  information
• Go-Live July 1, 2004

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Human Resources

• Benefits, Hiring, Payroll, Time and Labor,
  Recruitment
• Significant increase in on-line processes,
  self-service and access to information
• Replaces IA, ACCESS
• Over 100 external data provider interfaces will
  be re-engineered for PeopleSoft
• Go-Live July 1, 2004

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Student Administration

• Registration, Drop-Add, Financial Aid,
  Admissions, Student A/R, Advising, Scheduling,
  Directory
• Support for DCE, Professional Programs
• Replaces ISIS, EAGLE, UF Directory
• Consistent relational data model, access to
  student information, improved services,
  consolidation of systems
• Go-lives 2005, 2006, 2007

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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 provide rewarding user
  experience, lower support effort
• Capitalize on existing technical infrastructure
  GatorLink, UF Directory
• Launched March 31, 2003

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my.ufl.edu
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Data Warehouse

• Provide secure role-based access to consistent
  data products and analytic and reporting tools
• Extraction Translation and Load (ETL) tools map
  from OLTP tables (gt55K) to Operational Data Store
  (ODS), then to Star Schema for reporting and OLAP
  cubes for analysis
• Cognos BI Tools Impromptu, Visualizer,
  PowerPlay
• Launched August 8, 2003

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Technical Infrastructure

• Large collection (gt85) of servers IBM AIX and
  W2K
• PeopleSoft production platform is IBM p-series
  hardware, AIX, DB2 UDB, ESS, NetApp, TSM
• Three phase infrastructure acquisition with
  design refinement between each phase
• Phase I installs completed Jan 5, 2003
• Phase II installs completed September 15, 2003
• Multiple Instances of the database, software and
  metadata DMO, SYS, DEV, CNV, CFG, MST, TST,
  FIX, QAT, TRN, EXR, PRD, RPT

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Additional Systems

• PeopleSoft Application Designer for development
• STAT instance management
• AppWorx process and job scheduling and
  production control
• Quest Central for database administration
• Mercury Interactive Optane Suite for monitoring,
  load testing
• Test Director for requirements, test plans,
  defect remediation
• Informatica, Decision Stream for ETL
• Crystal Reports, SQR, nVision for reporting
• Java for integration broker and component
  interface interaction

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Systems and Network Security
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Current Project Status

• Portal and Data Warehouse are in Production
• Finance and HR are in development and conversion.
  Development to complete December 31, 2003.
• Student Admin is in fit/gap
• Build out of Phase II infrastructure will be
  complete in November 2003
• Help Desk process redesign completion date is
  January 19, 2004
• Training orientation underway, followed by
  process presentations, followed by hands-on

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Key Dates

• November 2003 Infrastructure complete
• December 2003 Development complete
• January 2004 Hands on training begins
• July 1, 2004 Financials go-live including
  grants HRMS and Payroll go-live
• Summer 2006 Student go-live

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Additional Info

• Bridges Web Site
• Status reports, presentations, AUC/Stakeholder
  minutes, training registration
• http//www.bridges.ufl.edu
• Web Portal
• News, PeopleBooks
• http//my.ufl.edu
• PeopleSoft Customer Connection
• Webcasts, white papers, technical docs
• http//www.peoplesoft.com/cc