8.4 Upgrade Kick Off Presentation

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Welcome Team! FIS 8.4 Kickoff Meeting
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Agenda

• Upgrade Process
• Timeline
• Key Software Changes
• Roles Responsibilities
• Other Campus Upgrades
• Q A

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Upgrade Process
4
Upgrade Process
Planning Strategy
Upgrade
Cleanup
Training
1st Pass
Peoplesoft Finance
Fit/Gap Prototyping
Acceptance Testing
2nd Pass
3rd Pass
System Testing
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Upgrade Process Cleanup/Prep

• Reconciliation
• Security
• Key Tasks
• Reporting Requirements
• Configuration

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Upgrade Process 1st Pass

• Perform Upgrade
• Validation
• Fit/Gap
• Design Walkthroughs
• Development Begins
• Reports
• Interfaces

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Upgrade Process 2nd Pass

• Perform Upgrade 2nd Time
• Validate
• Perform System Test
• System Test Sign-off
• Development Continues

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Upgrade Process 3rd Pass

• Perform Upgrade 3rd Time
• Validate
• Perform Acceptance Test
• Acceptance Test Sign-off
• Development Completed Tested

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Upgrade Process Final Pass

• Training Materials Complete
• Train Operational Users
• 1st Quarter Closed
• Perform Production Upgrade
• Validate

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Timeline
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Upgrade Timeline
Activity Start Date End Date
First Upgrade 01/05/04 02/01/04
Fit/Gap Analysis 02/09/04 06/04/04
Development 04/01/04 09/01/04
2nd Upgrade 07/01/04 07/31/04
System Test 08/01/04 08/20/04
3rd Upgrade 08/23/04 09/03/04
Acceptance Test 09/06/04 09/23/04
Production Upgrade - GL/AP/PO 10/04/04 10/10/04
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AM, AR/BI Timeline
Activity Start Date End Date
Finalize Configuration 11/01/04 12/31/04
System Test 02/01/05 02/20/05
Acceptance Test 03/01/05 03/22/05
Training 03/15/05 04/30/05
Go Live AM, AR/BI 04/01/05 04/01/05
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Roles Responsibilities
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Roles Responsibilities

• Functional Consultant
• Responsibilities Include
• Assisting in the preparation for all fit/gap
  sessions.
• Assisting in data preparation clean-up steps
  prior to the start of the upgrade.
• Leading all fit/gap sessions.
• Assisting with the completion of all fit/gap
  documentation.
• Defining all report interface requirements.
• Assisting with the completion of all test plans
  test scripts.
• Assisting with the system and acceptance tests.
• Resolving all system acceptance test issues.
• Assisting with the completion of all end-user
  training materials.
• Assisting with the delivery of end-user training.
• Defining security requirements.
• Completing system configuration.
• Providing post-implementation support.

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Roles Responsibilities

• Application Leads
• Responsible for AP, PO, GL, CDIP functional tasks
• Responsibilities Include
• Participating in the appropriate fit/gap
  session(s) including the integration session.
• Approving the appropriate test scripts for the
  system and acceptance tests.
• Participating in the system and acceptance tests.
• Retesting errors that occur during the test
  cycles.
• Validating the operational training materials.
• Conducting operational training.
• Becoming proficient with version 8.4 by the start
  of the system test.
• Completing upgrade reconciliation efforts.

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Roles Responsibilities

• CDIP Application Lead
• Must have the following skills
• Skill-set
• Detailed knowledge of FIRMS reporting
  requirements.
• Knowledge of NACUBO rules and regulations.
• Legal Edit knowledge.
• GAAP knowledge.
• Understanding of CO ChartField definitions,
  values and associated attributes.

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Roles Responsibilities

• Technical Lead / Consultant
• Responsibilities Include
• Coordinating the receipt of new 8.4 baseline
  instances.
• Completing 3 test upgrades plus the production
  upgrade to version 8.4.
• Completing development of all required 8.4
  reports and interfaces.
• Implementing all security requirements.
• Debugging technical issues that arise during the
  test cycles.
• Providing technical training as needed.
• Resolving all test issues.
• Coordinating the cutover to production.

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Key Software Changes
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Key Software Changes

• Web Interface
• No more PO Accounting Lines
• KK Ledgers
• New and Improved On-line Inquiries
• CDIP modification
• Added Security Features

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Other Campus Upgrades
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FIS 8.4 Campus Projects
RED UPGRADE BLUE IMPLEMENTATIONS
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QUESTIONS