PSU 9.1 Focus Group Meeting

1
PSU 9.1 Focus Group Meeting User Acceptance
Testing
2
Agenda

• Introduction
• Project Objectives, Strategy Approach
• NSF Community
• What is UAT?
• User Acceptance Testing Plan and Timeline
• Streams
• Next Steps

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Timeline
May Aug Sep Apr
Review As-Is
1
2010
Decide To-Be
2
Design 8.8 9.1
3
Change Management
Implement
4
2011
Continuous Improvement
5
4
Timeline
May Aug Sep Apr
1

• The implement phase will involve
• develop / retrofit customisations
• configure functionality
• system test
• user test (UAT)
• deliver training

2010
2
3
4
2011
5
5
Project Objectives

• Electronic, straight-through transactions
• Automation and Only Exceptions Handling
• Stronger controls and accountability
• Improve Standardisation, Repeatability,
  Reliability Efficiency and Reduce Confusion
• Timely and relevant information for decision
  makers

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Strategy

• Overall Strategy
• Get the basics in place
• Clean master data
• Enter transactions Right First Time
• Progressively introduce
• New/advanced functionality and services
• Efficient data access via portlets, screens and
  reports

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Strategy

• Implementation Strategy
• Target high priority Finance wins initially
• Plan, manage and roll-out changes carefully,
  coordinating with IT, other projects and business
  imperatives
• Introducing changes via role-targeted release
  packs

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Approach
As is
To Be
Upgrade Project
Feasible to be part of the upgrade?
Yes
No
Roadmap into the future
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NSF Community

• A NS Financials User Community of champions to
  provide its members with some of the following
  services
• periodic meetings
• a newsletter
• a library of information
• an online presence (such as a website)
• technical support

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What is UAT?

• The purpose of UAT is to ensure that the upgraded
  PeopleSoft 9.1 system functions equal to or
  better than the current 8.8 system
• The tests are to determine that the system is
  functioning as expected and that the users are
  ready to move the tested business processes into
  production
• Tests are intended to demonstrate to end-users
  that they will be able to successfully perform
  their business functions with the new system in
  place

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UAT Timeline
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UAT Approach

• Test Team for each stream
• Project Team to book rooms for testing sessions
• Project Team to supply test topics
• Test Team to add any test scenarios specific to
  their business
• Test Team to perform tests and record issues
• Project Team to be present during the sessions
• Project Team to collate issues and work with IT
  to resolve

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What is required?

• Test scripts for every process defined during the
  design with scenarios, exceptions and variations
• Able to execute test scripts in a thorough,
  patient manner with attention to detail,
  including taking good notes where necessary
• Quality testing produces quality results

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Test Example
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Streams
Asset Management
eProcurement
Purchasing
Credit Card
Expenses
Purchase Request
Billing
General Ledger
Accounts Payable
Accounts Receivable
Reporting (nVision Query)
Tax
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Expense Stream

• eProcurement
• Helen Annuat (NSGLO)
• Harry Chambers ((MEDIC)
• Douglas Davison (ENGIN)
• TBA (SCIEN)
• Paul Nichol (DVCA)
• TBA(ADFA)

• Purchasing
• Helen Annuat (NSGLO)
• Socrates Mantalaba (SCIEN)
• Shauna Simon (MEDIC)
• Lisa Christie (PO)
• Jeri DOrnay (IT)
• Paul Nichol (DVCA)
• TBA(ADFA)

• Expenses
• Helen Annuat (NSGLO)
• Lana Strizhevsky (SCIEN)
• Socrates Mantalaba (SCIEN)
• TBA (MEDIC)
• Paul Nichol (DVCA)
• TBA (ADFA)

• Credit Card
• Helen Annuat (NSGLO)
• Jia Wu (SCIEN)
• Linda Weir (AGSM)
• Socrates Mantalaba (SCIEN)
• Paul Nichol (DVCA)
• TBA (ADFA)

• Purchase Request
• Deleene Simpson (PO)

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Expense Stream (Finance)

• Accounts Payable
• Maria Perkov (AP)
• Paul Nichol (DVCA)
• Mitchell Kwong (NSGLO)
• TBA (ADFA)

• Asset Management
• Achamma Kulekar (Assets)

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Revenue Stream

• Accounts Receivable
• John Hilton (AR)
• Mitchell Kwong (NSGLO)
• Anthony Yager (ADFA)

• Billing
• Anthony Guerrera (AR)
• Helen Annuat (NSGLO)
• Steve Josanto (RFO)
• TBA(ADFA)

• Express Billing
• TBA
• TBA(NSGLO)
• TBA(ADFA)

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GL Tax

• General Ledger
• Allan Edmunds (RFO)
• Lynette McIntyre (MEDIC)
• Susana Widjaja (SCIEN)
• Jim Sialepis (RFO)
• Anna Polykarpou (ASB)
• Mitchell Kwong (NSGLO)
• Fitri Sukarti (GL)
• TBA(ADFA)

• Tax
• Eric McCallum (Tax)
• Mitchell Kwong (NSGLO)

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Reporting

• nVision
• TBA (Finance)
• TBA (Fac/Div)

• Query
• TBA (Finance)
• TBA (Fac/Div)

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When?
22
Next Steps

• Select the Testing Team
• Finalise the dates
• Provide a list of topics to test
• Test and Provide Feedback
• Collate issues and hand over to IT

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• Questions?