Welcome to the EIS User Group November 4, 2013 We’ll begin soon! What is the EIS User Group? The Enterprise Information Systems (EIS) User group consists of key users from across the UNT System representing each of the module areas supported within EIS. This group meets together with Enterprise Application Services technical leads several times a year to share information that is valuable and of interest to the broader EIS population. Each meeting includes a high level review of upcoming maintenance and upgrade events with an opportunity to understand and ask questions about that schedule. The meeting also provides an opportunity to hear about the latest strategic initiatives around EIS as well as the major projects and success stories that make up the life of our Enterprise Information Systems. Today’s Agenda • Introductions – Robert Jones • A Year in the Life of Enterprise Applications Shane Jester • PUP Update – Kem Marcum • Clean Addresses– KC Chuan EIS User Group INTRODUCTIONS EIS User Group A YEAR IN THE LIFE OF ENTERPRISE APPLICATIONS A Year in the Life on Enterprise Applications (EIS) A Year in the Life on Enterprise Applications (Non-EIS) EIS User Group PUP - PEOPLESOFT HUMAN CAPITAL MANAGEMENT/FINANCE UPGRADES AND SPLIT PROJECTS PUP-WEEKLY STATUS REPORT A weekly status report is being emailed from PS9.2Coord, if you are not receiving this and would like to please let us know PUP - CURRENT STATUS Status Description Return to GREEN Action GREEN Program on track for on time delivery NA GREEN GREEN Project plan being updated to reflect learnings from Fit/gaps NA GREEN GREEN Budget on track NA RED GREEN New PM transition New PM Scope GREEN GREEN Scope on track NA HCM Upgrade GREEN GREEN Fit-gaps complete, customizations approved NA HCM/CS Split GREEN GREEN Final Fit/gap report in process NA HCM New Modules GREEN GREEN Fit/gap sessions complete NA Portal GREEN GREEN Design strategy document in process NA FIN Upgrade GREEN GREEN Future start date NA FIN New Modules GREEN GREEN Future start date NA Project Area Current Status Prior Status Project Overall GREEN Schedule Budget Resources PUP-CURRENT ACTIVITIES HCM upgrade - fit-gap analysis complete, currently in functional design and customization retrofitting CS/HCM Split – currently finalizing fit-gap analysis Portal redesign – currently working on high-level design of UI and functionality New HCM modules – currently performing fit-gap analysis Target April/May 2014 implementation for HCM upgrade, split and portal redesign PUP-HIGH LEVEL TIMELINE 12 PUP SHAREPOINT SITE • https://untranet.unt.edu/citc/ais/PUP/SitePages/ Home.aspx Informational Brochure Kickoff presentation Weekly Status Updates HCM Upgrade Fit Gap agendas, presentations, and notes Campus Solutions session agendas, presentations and notes HCM New Module Fit Gap schedule, agendas and presentations • Portal Redesign agenda • Links to helpful HCM 9.2 resources • • • • • • PUP-PORTAL REDESIGN/UPGRADE Update to a more modern look and feel Ciber delivers unified template Solution maintains campus specific branding Improve navigation Reduce clutter, Increase relevance Reduce maintenance Mobile “friendlier” Mostly about Portal PUP PORTAL REDESIGN SAMPLE PUP-FINANCE UPGRADE Project start in March/April/May 2014 timeframe – to be determined Target June 2015 implementation for Finance upgrade Analysis will include review of all customizations with goal to reduce as much as possible New module (eSettlements) will be implemented after upgrade EIS User Group QAS/EXPERIAN ADDRESS CLEANING SOLUTION WHAT WE’LL COVER • Overview • Demonstration: Firstlogic vs QAS ProWeb interfaces • Question and Answer 18 Overview – ITSS is upgrading the FirstLogic Address hygiene software in Campus Solutions/HCM to an Experian-QAS address hygiene product – Scope of the upgrade: • Replace the current address cleansing functionality of Firstlogic software: – Preserve online address cleansing capabilities on current address maintenance pages » Correct address formatting issue with apartment numbers » Ensure county information is captured – Preserve bulk address cleansing capabilities » Test Score loads » PS_Addresses and PS_Org_Location tables – Out of Scope for the upgrade • New functionality: Geographical Codes • New custom address maintenance pages Overview – Timeline for the upgrade in EIS: • 10/21 – 10/25 -> CCAIM and Experian-QAS Professional services installed and deployed QAS ProWeb in a development environment • 10/28 – 11/8 -> ITSS CRM team integrate QAS ProWeb with custom address mainteance pages in LSDV • 11/11 – 11/15 -> User Acceptance Tests in LSQA • 11/18 – 12/9 -> Documentation, modifications, further testing • 11/28 -11/29 -> Public Holiday • 12/10 – 12/13 -> Go Live in LSPD and post-production support • 12/16 – 01/31/2013 -> Development and go live in CRM and HCM Demonstration – Firstlogic vs QAS ProWeb – Key difference in online address processing • Pop-up dialog page between • New verification codes – Key difference in bulk address processing • Run control page • New verification codes 21 Next Steps – Integrate custom address maintenance pages with QAS ProWeb – Conduct User Acceptance Testing in LSQA – 11/11 to 11/15 • Users to verify access in LSQA with their ACES • Test scripts and user feedback will become the content of the address cleansing user manual – Meet with users who have enhancement ideas for the next phase of the address cleansing project • Contact - Kok Chuan(KC) Koh, [email protected] 22 Questions and Reminders Upcoming Outages for Database Hardware Refresh • Campus Solutions and Portal – Saturday, November 16th 2:00 pm to 6:00 pm on the 17th • Imaging/PHIRE – Saturday, December 7th 1:00 pm to 3:00 pm on the 8th • Finance, CRM and Cognos – Saturday, December 14th 1:00 pm to 3:00 Enterprise Applications pm on the 15th June 2013 23