Title: SAP Finance
1SAP Finance Purchasing SuperUser Meeting
2Finance Purchasing SuperUser Meeting
- Welcome and Introductions
- Chair Tim Hunnybun - ISS Training Service Leader
- Mark Joyce SAP Systems Manager
- Os Finnie General Manager, Finance
- Tim Brannon Head of Procurement
- Debbie Adams Service Leader SAP Financials
- Trish Burnett SAP Purchasing Business Analyst
- Deborah Marcus Corporate Systems Trainer (SAP)
- Richard Lewis SAP Purchasing Trainer
3Finance Purchasing SuperUser Meeting
- Agenda
- Welcome and Introductions
- Finance Projects Delivered, current and future
- SAP Systems Manager update
- Purchasing Projects Delivered, current and
future - Purchasing Training Update
- SAP Training Update
- Open Discussion
- AOB
- Close
4Finance Purchasing SuperUser Meeting
5Finance Projects
- FPSSG
- Os Finnie
- Andrew Thompson
- David Hambleton
- Ian Ashton
- Phil MacDonald
- Lisa Whipp
- Tim Brannon
- Bob Lavery
- Brian Clifford
- Mark Lloyd
- Debbie Adams
6Finance Projects
- Projects delivered 2006/07
- Scanning MM invoices
- Directly Allocated Cost report
- Online payments for online registration and Sport
Leeds - Banner upgrade
7Finance Projects
- Projects delivered 2006/07
- Scanning MM invoices
- Directly Allocated Cost report
- Online payments for online registration and Sport
Leeds - Banner upgrade
- 14 minor work requests
8Finance Projects
- Projects in progress
- SAP upgrade
9Finance Projects
- Projects agreed 2007/08
- Maximo migration to SAP
- Payment card industry data security standard
- Scholarship reporting
10Finance Projects
Description 2007/08 2008/09 2009/10 2010/11 2011/12
ITS staff planning B2 Strategic Step
New general ledger A3 Strategic Step
Automated document processing (purchasing) A2 Incremental
Ancillary Payroll Reporting C2 Incremental
Costing A3 Strategic Step
Student Accommodation Energy Recharging B2 Incremental
Employee Self service / Manager Self Service A3 Strategic Step
Internal Market A2 Strategic Step
Library Management System to SAP Interface A3 Incremental
Management Information System A2 Strategic Step
Payment Card Industry Compliance A1 Mandatory
Petty Cash Receipts- Input at Faculty Level C2 Incremental
Pricing A3 Strategic Step
RCS Property Database C3 Incremental
Scanning of Travel Expense Claims D4 Incremental
Scholarship reporting A1 Strategic
Purchasing single from end C2 Incremental
Travel Expenses Management Module (in SAP) A2 Incremental
Web Payments (receipts) A2 Incremental
11Finance Purchasing SuperUser Meeting
12SAP Landscape Upgrade Update
13SAP Landscape Upgrade
- Project Scope
- ERP Like-for-like upgrade from 4.6c to 2005
- BW like-for-like upgrade to Netweaver 2004s
- Unicode conversion for both the SAP R/3 and BW
systems (Unicode is a new coding system for
international character sets). - Implement Xi/Pi to replace Business Connector (
this is the technology for managing external data
interfaces from and to SAP) - SAP Gui upgrade to 7.10
14SAP Landscape Upgrade
- Benefits
- No more upgrades until 2012
- Avoid additional costs when current version goes
out of support. - Reduce support effort
- Integrated platform for Records Management, BW,
CRM - Enhanced functionality for future projects
- Latest version of the SAP Portal for ESS/MSS -
reduce SAP licensing costs and improve system
usability. - Latest version of Plant Maintenance for Maximo
project - Enhancements to BW functionality.
- XI/PI flexible tool for system interfaces
15SAP Landscape Upgrade
Project Plan
2007 2007 2008 2008
May Jun Jul Aug Aug Sep Oct Oct Nov Dec Jan Feb
Development
System Testing
User Acceptance Preparation
User Acceptance Testing
SAP Upgrade
Go-live Monday 22 Oct
16SAP Landscape Upgrade
- User Testing
- Preparation work started already
- Templates issued for production of Test Scripts
- User testing scheduled August/September 2007
- Go-live checks Sat 20 Sun 21 Oct
17SAP Landscape Upgrade
User Testing - Representatives
Name Department Comments
Tim Brannon Purchasing
Jason Flynn Student Accounts
Clive Gray Research
Clive Davies Finance Payroll
Jeffrey Knowles Finance Financial Accounting
Dionne Walker Finance Management Accounting
Juliet Smith Finance Tax and Systems
Gerard Aylward SDDU
Jeanette Page Finance Accounts Payable
Clive Smith Finance Treasury
Ian Ashton Finance Management Accounting
Caroline Langham HR
18SAP Landscape Upgrade
- Training
- Like-for-like technical upgrade -gt minimal
requirements for re-training - Lecture theatre meetings for all users
- Updates to system documentation
19ISS Process Improvement Programme
20ISS Process Improvements
- Will improve control surrounding the project and
development workload undertaken within ISS. - Benefits
- Better management of workload with clarity over
requirements - Customers have a realistic understanding of what
ISS is capable of delivering - Partnership between ISS and its customers -
ensures joint ownership of project work - ISS workload is aligned to the priorities of the
University - Each project will have a clear business case
21ISS Process Improvements
- Phase 1
- Governance intended to provide projects with
authority to deliver - Work Request and Types defining the different
types of work requests and how they are processed
within ISS - Project Management Methodology the standard
processes we will use to control delivery of the
projects - Project Costing providing budgeted and actual
cost analyses - Work Time Recording a feedback loop to help ISS
understand what time is actually required for
projects
22ISS Process Improvements
- Governance Project Boards
- Set up by the Systems Steering Groups
- Information Pack being produced for all IS
Project Boards - Training will be available for project Board
members (pilot July 07)
23ISS Process Improvements
- Work Request Process
- Will be launched for SAP in autumn 2007
- Will build on the current business prioritisation
meetings - Existing support processes will continue
- Will introduce a quota system for work requests
- allows better forward-planning of work
- supports delegation of decision-making
- ISS Helpdesk System (HEAT) will replace
spreadsheets to log and monitor work requests
24ISS Process Improvements
- Finance Purchasing Work Prioritisation Meetings
- Current Membership Os Finnie, Tim Brannon, David
Hambleton, Philip MacDonald - Review and prioritise requests
- Requests are sized by ISS (limited amount of
ISS time available) - If large scale, referred to Finance Purchasing
Systems Steering Group - Interim work requests should be submitted to
Debbie Adams
25Finance Purchasing SuperUser Meeting
26Purchasing Projects
- Purchasing
- Delivered
- Functional changes to SWL, SIPR, Pcards
- VAT check on research grant expenditure
- Dedicated training client
- Purchasing KPI reports identified scoped
(currently in test) - Planned
- e.Invoicing
- Purchasing single front end
- Automated document processing (invoices)
- Internal Market
-
27Finance Purchasing SuperUser Meeting
28Purchasing Training Update
- Formal Training Procedure
- TAP Training Style adopted for formal SAP
Purchasing Training - Introduction
- Exercises
- New comprehensive handouts
- SAP Access Forms
29Finance Purchasing SuperUser Meeting
30Finance Purchasing SuperUser Meeting
- SAP Training Update
- Delivered
- TAP IITT (Institute of IT Trainers) membership
- New VI (Visual Identity) for all Training Guides
- Workshops (Paid Leave)
- TRG client
- Revised Training Programme based on user Feedback
31Finance Purchasing SuperUser Meeting
- SAP Training Update ctd
- Future Plans
- Develop Finance Programme
- Training Needs Analysis
- Update Training Courses
- Training for SAP projects
- What do you want to see?
32Finance Purchasing SuperUser Meeting
- Open Discussion..over to you!!
33Finance Purchasing SuperUser Meeting