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Wendi Herrington Programmer/Analyst October 2013
Modernizing and Standardizing the Penn State University Payroll System
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About Penn State University
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Current Payroll System
• Written in several different languages
• COBOL • Easytrieve • Natural
• Batch process that runs three times a month • Twice for Biweekly Payroll • Once for Monthly Payroll
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• PSU Financial data is extracted three days before payroll runs
• Output used to update the PSU Financial Database
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Payroll System Concerns
Payroll System
Risky
Not Modularized
Old Technology
Limited Resources
Old Business Logic
Not flexible
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Modernization Project Purpose
New Payroll System
Reduce Risk
Modularize Compute
One Technology
Increase Resources
Analyze Business
Logic
Flexibility
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Finding a Solution
• The payroll modernization project was approved September 10, 2010 by University senior management
• The University hired Software AG consultants to provide technical project management, analysis and Natural training for Penn State staff for the first year of the project
• Six month start up period
• Start Date of April 4, 2011 • End Date of June 30, 2014
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PSU Payroll Modernization Blueprint (Provided by SoftwareAG)
Establish Modern
Development Environment
Setup Application in Development Environment
Conversion of non-Natural
Code
Application Modernization
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Establish Modern Development Environment
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Implement NaturalONE
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Implement Natural Engineer
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“The most critical part of the Payroll Modernization is not a modernization task but a generic software development task: Test Plan Creation and Execution”
- SoftwareAG
Setup the Payroll Application in the new Development Environment
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Setup the Payroll Application in the new Development Environment
PROD PAYROLL
PRODUCTION
DB 226
PAYROLL MODERNIZATION DEVELOPMENT
DB 232
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New Development Environments
Payroll Parallel Acceptance
Environment ADA 233
_______________ • Runs on IPO3 • Production Control
must submit the JCL
• Security set up similar to production
• Copy of production data
• Copy of parallel code
• Environment is ONLY used to run parallel for the next X months
Payroll Development Environment
ADA 232 _______________ • Runs of IPO3 • Payroll Developer
must submit the JCL
• Security is set up similar to PSU test
• Copy of
production data • Copy of Production
Code • Environment is
ONLY for payroll developers
PSU Test
Environment ADA 229
____________ • Runs on IPO2
PSU Production
Environment ADA 226
_______________ • Runs on IPO2
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Conversion of non-Natural Code • Analyze and convert COBOL code into Natural
• PSU sent almost 100 COBOL programs to Germany to be automatically converted to Natural
• A SoftwareAG consultant converted the compute module from COBOL to Natural in about four months
• Manually analyze and convert PL1 and Easytrieve code into Natural
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Application Modernization
• Build/Update data models • Document physical and logical application data model • Utilize Natural Engineer to identify unused fields and identifiers • Identify new data requirements from COBOL conversions • Analyze and update business requirements • Normalize data structures • Identify Missing or unused modules • Analyze partner applications
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Project Approach - Work Streams
- Established a series of work streams focused around key objectives as follows: - Payroll Enhancements - Payroll Analysis - Non-Natural Code Conversion - COMPUTE Conversion - Testing and Code/Change Management - Infrastructure
- Run the work streams in parallel and manage dependencies between the work streams
- Teams - Create teams with focus on a work stream - Designate a team lead to be primary point of contact - Teams have a primary team but support all work streams as needed
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Development Work Streams
Work Stream 1 Enhancements
Steve
Deductions Taxable Benefits
Time-Cards
Pay by Object Code
Project Management
Software AG Support
Work Stream 2 Payroll Analysis
Karen
Repository Load
Impact Analysis
Payroll Development Standards
Work Stream 3 Non-NAT Code
Vicki
Automated COBOL
Conversion
Prioritize Code Inventory
Iterative Conversion
Development
Work Stream 1
Vicki
Phase 1 Convert to NAT Create Test Plan Run in Parallel Deploy to PROD
Phase 2 Modernize Phase 3
Update with Enhancements
Work Stream 5 Testing/Code Mgt
Clyde/Steve
Create Code Mgmt Approach
Subversion
Create and Execute
Test Plans
Work Stream 6 Infrastructure
Rusty
Confirm Parallel Environment Requirements
Confirm Data Requirements
Update Repository as
Necessary
Work Stream 4 COMPUTE
State Taxes
Pay Grid in HR Forms
Steve Savard – Resource Manager and Payroll Subject Matter Expertise
Modernization Plan with Priorities
Modernization Development
Exception Reporting
Create Release Schedule
Manage Mainframe
Infrastructure
Vouchers
Spec out Parallel
Environment
Set up Parallel Environment &
Scheduling
Other Non-NAT Conversion Analysis
Project Approach – Work Streams
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Development Work Streams
(Gray shades indicate completion)
Work Stream 1 Enhancements
Steve
Taxable Benefits
Time-Cards
Other Deductions
Project Management
Software AG Support
Work Stream 2 Payroll Analysis
Karen
Repository Load
Impact Analysis
Payroll Development Standards
Work Stream 3 Non-NAT Code
Vicki
Automated COBOL
Conversion
Prioritize Code Inventory
Iterative Conversion
Development
Work Stream 1
Jeff
Phase 1 Convert to NAT Create Test Plan Run in Parallel
Phase 2 Modernize
Phase 3 Update with
Enhancements
Work Stream 5 Testing/Code Mgt
Clyde/Steve
Create Code Mgmt Approach
Subversion
Create and Execute
Test Plans
Work Stream 6 Infrastructure
Rusty
Confirm Parallel Environment Requirements
Confirm Data Requirements
Update Repository as
Necessary
Work Stream 4 COMPUTE
State Taxes
Pay by Object Code
Steve Savard – Resource Manager and Payroll Subject Matter Expertise
Modernization Plan with Priorities
Modernization Development
Exception Reporting
Create Release Schedule
Manage Mainframe
Infrastructure
Vouchers
Spec out Parallel
Environment
Set up Parallel Environment &
Scheduling
Non-NATURAL Conversion
(EZTrieve, Etc.)
Accomplishments
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What our customers are Saying
“This enhancement eliminated six boxes of paper a month, plus it saved mail services, printing services and payroll staff time. This is a win win situation since
everything is now available electronically. This also helps in
retention of security of these reports. My staff is now
celebrating!”
Ray Burke – Payroll Manager
Voucher Distribution
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What our customers are Saying
“The biggest benefit so far has been this report
because it made this office proactive instead of
re-active”
Ray Burke – Payroll Manager
Exception Reporting
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Lessons Learned • The process takes time • Would have tired more staff in supporting roles such as database,
middleware and systems architect departments
Project Future • Currently working on finished enhancements • Using built in features of NaturalONE to call web services
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Questions