SAP Finance - PowerPoint PPT Presentation

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SAP Finance

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Title: PowerPoint Presentation Author: John Clements Last modified by: issth Created Date: 2/9/2006 4:01:47 PM Document presentation format: On-screen Show (4:3) – PowerPoint PPT presentation

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Title: SAP Finance


1
SAP Finance Purchasing SuperUser Meeting
  • 27 June 2007

2
Finance 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

3
Finance 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

4
Finance Purchasing SuperUser Meeting
5
Finance Projects
  • FPSSG
  • Os Finnie
  • Andrew Thompson
  • David Hambleton
  • Ian Ashton
  • Phil MacDonald
  • Lisa Whipp
  • Tim Brannon
  • Bob Lavery
  • Brian Clifford
  • Mark Lloyd
  • Debbie Adams

6
Finance Projects
  • Projects delivered 2006/07
  • Scanning MM invoices
  • Directly Allocated Cost report
  • Online payments for online registration and Sport
    Leeds
  • Banner upgrade

7
Finance 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

8
Finance Projects
  • Projects in progress
  • SAP upgrade

9
Finance Projects
  • Projects agreed 2007/08
  • Maximo migration to SAP
  • Payment card industry data security standard
  • Scholarship reporting

10
Finance 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        
11
Finance Purchasing SuperUser Meeting
12
SAP Landscape Upgrade Update
13
SAP 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

14
SAP 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

15
SAP 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
16
SAP 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

17
SAP 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
18
SAP Landscape Upgrade
  • Training
  • Like-for-like technical upgrade -gt minimal
    requirements for re-training
  • Lecture theatre meetings for all users
  • Updates to system documentation

19
ISS Process Improvement Programme
20
ISS 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

21
ISS 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

22
ISS 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)

23
ISS 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

24
ISS 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

25
Finance Purchasing SuperUser Meeting
26
Purchasing 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

27
Finance Purchasing SuperUser Meeting
28
Purchasing Training Update
  • Formal Training Procedure
  • TAP Training Style adopted for formal SAP
    Purchasing Training
  • Introduction
  • Exercises
  • New comprehensive handouts
  • SAP Access Forms

29
Finance Purchasing SuperUser Meeting
30
Finance 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

31
Finance 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?

32
Finance Purchasing SuperUser Meeting
  • Open Discussion..over to you!!

33
Finance Purchasing SuperUser Meeting
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