Executive Sponsors Meeting Major Project Updates · Each work stream will be managed as a separate,...

Executive Sponsors MeetingMajor Project Updates

10/11/2018

3. Data Center Migration Project

4. Cloud-Star Rez 10.4

5. Migrate EMS to EMS Cloud

6. Liferay Upgrade

7. Winter Session Program

8. Winter Session Mods for Faculty Contracting

9. Winter Session Mods for Dining Services

10. Winter Session End-to-End Testing

11. Winter Session Reporting

12. Business Process Review Program

13. Enterprise Training System RFP

14. Staff Hiring Process

15. Financial Aid Process Improvements

16. GA Budget and Contract Process Review

17. Process Review – Graduation Application

18. Provost Performance Metrics Portfolio

19. Annual Donor Reports - Phase 2

20. NSC Interface Modifications

21. HEI Interfaces and Modifications

22. Library OCLC Tipasa Migration

23. Automate Transcript Requests from ATC into CSS and u.Achieve

24. Create Title IV Activity Guides

25. Academic Partnerships Implementation Project

26. Experiential Learning Tracking Project

27. OnBase Workview Database for the English Department

28. Transferology Connector Upgrade

29. Adaptive Insights Integration with FMS & HCM

30. Implementation of Presence

31. Slate Undergraduate Admission – Phase II

32. EAB APS Implementation

33. Export Notes from HandShake into ESB SSC

34. Maxient for HCM – Pull in Student Data

35. Alumni Move into Adobe Campaign

36. Preferred Name Useage – Scope

37. CSS PUM 10 and 11

38. Four Winds Digital Signage Upgrade

39. Implementation of 911 Cellular – Phase 1

40. Outdoor Displays / Kiosks RFP

Agenda 2

Project Status:

Data Center Migration Project GREEN

3

Monthly Summary – October 1 , 2018The Data Center Migration project will consist of relocating the primary data center services from the existing data center located in Hayes Hall to the Buckeye Telesystems data center located in Toledo, Ohio. This project was started in July, 2015 and has a targeted end date of December 31, 2018. There are 10 different work streams that fall under this project. Each work stream will be managed as a separate, but interconnected project, and have a project Lead and project team assigned. The Director of IT Security & Infrastructure will have responsibility for managing the overall budget for the Data Center Migration project and all of its sub projects.

Upcoming Milestones• Continued work on other applications that are in UAT. • Continue planning on other migrations for 2018 and ensuring this

project remains a priority and resources can be scheduled to perform the migrations and testing required.

Past Month’s Key AccomplishmentsACI Project: 100% completion.Data Center Interconnect Project: 100% completed.Load Balancer/Content Switch Project: 100% completed. Firewall Project: 100% completion.New Servers Project: 100% completion.Storage Project: 100% completion.Physical Data Center Setup 100% completed SPLUNK Project: 100% completed.Application Migration: 67% completion.Server Moves to Huntington: 100% completion.

Overall: All sub projects are now completed with the exception of the application moves to Buckeye.

Project Status:

Cloud-StarRez 10.4GREEN

Monthly Summary – October 1, 2018The Residence Life Department uses StarRez to handle Housing applications, bookings, payments, reporting and other options to ensure students obtain housing. Currently the department is on version 9.6. However, we need to move to version 10.4. This version is a web-based platform and fully supported by the StarCare cloud.

Upcoming Milestones• Build test environment

Past Month’s Key Accomplishments

4

Week Beginning (Sunday Date) Jan

-8

Jan

-15

Jan

-22

Jan

-29

Feb

-5

Feb

-12

Feb

-19

Feb

-26

Mar

-5

Mar

-12

Mar

-19

Mar

-26

Ap

r-2

Ap

r-9

Ap

r-16

Ap

r-23

Ap

r-30

May

-7

May

-14

May

-21

May

-28

Jun

-4

Jun

-11

Jun

-18

Jun

-25

Jul-

2

Jul-

9

Jul-

16

Jul-

23

Jul-

30

Au

g-6

Au

g-1

3

Au

g-2

0

Au

g-2

7

Sep

-3

Sep

-10

Sep

-17

Sep

-24

Oct

-1

Oct

-8

Oct

-15

Oct

-22

Oct

-29

No

v-5

No

v-12

No

v-19

No

v-26

Dec

-3

Dec

-10

Dec

-17

Dec

-24

Dec

-31

Jan

-7

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53Initialize

Cmplt Project Planning X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentCmplt Perform Project Analysis XCmplt Create Project Design/Specifications Requirements X X XCmplt Perform Development X X X X X X X XOff Trk Build Test server X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X

TestCmplt Create Test Schedule/Cycles XCmplt Create Test Scripts XCmplt Perform Testing X X X X X X X XCmplt Perform Issue Resolution & Tracking X X

ImplementCmplt Create Go-Live Plan X XCmplt Perform Communications to campus XCmplt Conduct TrainingCmplt Implement Go-Live Plan

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jan-8Jan-15Jan-22Jan-29Feb-5Feb-12Feb-19Feb-26Mar-5Mar-12Mar-19Mar-26Apr-2Apr-9Apr-16Apr-23Apr-30May-7May-14May-21May-28Jun-4Jun-11Jun-18Jun-25Jul-2Jul-9Jul-16Jul-23Jul-30Aug-6Aug-13Aug-20Aug-27Sep-3Sep-10Sep-17Sep-24Oct-1Oct-8Oct-15Oct-22Oct-29Nov-5Nov-12Nov-19Nov-26Dec-3Dec-10Dec-17Dec-24Dec-31Jan-7

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXX

CmpltProject Kick-OffX

Analyze, Design, & Development

CmpltPerform Project AnalysisX

CmpltCreate Project Design/Specifications RequirementsXXX

CmpltPerform DevelopmentXXXXXXXX

Off TrkBuild Test serverXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Test

CmpltCreate Test Schedule/CyclesX

CmpltCreate Test ScriptsX

CmpltPerform TestingXXXXXXXX

CmpltPerform Issue Resolution & TrackingXX

Implement

CmpltCreate Go-Live PlanXX

CmpltPerform Communications to campusX

CmpltConduct Training

CmpltImplement Go-Live Plan«

Week Number: 39

&G

&"Arial,Regular"&9Last Updated: &D &TPage &P

Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Migrate EMS to EMS CloudGREEN

Monthly Summary – October 1, 2018EMS is used by Conference and Events Services to book spaces for events on campus. EMS has recently introduced a cloud hosting option that the Office of Conference and Events Services would like to migrate to. This hosted solution will not only allow the application to stay up to date, but also include Single Sign On. The hosted solution will also allow the vendor to perform more efficient troubleshooting when needed. Due to vendor changes this past month, an updated contract is currently under review. This coming month we will work to sign the contract and start the project.

Upcoming Milestones• Contract Signed• Project Started

Past Month’s Key Accomplishments• Contract work continues

5

Week Beginning (Sunday Date) Sep-

17

Sep-

24

Oct-1

Oct-8

Oct-1

5

Oct-2

2

Oct-2

9

Nov-

5

Nov-

12

Nov-

19

Nov-

26

Dec-

3

Dec-

10

Dec-

17

Dec-

24

Dec-

31

Jan-

7

Jan-

14

Week Number 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33Initialize

Nt Strtd Project Planning X X X X X X X X X X X X X X X X XNt Strtd Project Kick-Off

Analyze, Design, & DevelopmentNt Strtd Perform Project AnalysisNt Strtd Develop Scope DocumentNt Strtd Create Project Design/Specifications RequirementsNt Strtd Perform Development

TestNt Strtd Create Test Schedule/CyclesNt Strtd Create Test ScriptsNt Strtd Perform TestingNt Strtd Perform Issue Resolution & Tracking

ImplementNt Strtd Create Go-Live PlanNt Strtd Perform Communications to campusNt Strtd Conduct TrainingNt Strtd Implement Go-Live PlanNt Strtd Update Knowledgebase

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Apr-30May-7May-14May-21May-28Jun-4Jun-11Jun-18Jun-25Jul-2Jul-9Jul-16Jul-23Jul-30Aug-6Aug-13Aug-20Aug-27Sep-3Sep-10Sep-17Sep-24Oct-1Oct-8Oct-15Oct-22Oct-29Nov-5Nov-12Nov-19Nov-26Dec-3Dec-10Dec-17Dec-24Dec-31Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3

Week Number123451234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

Nt StrtdProject PlanningXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Nt StrtdProject Kick-Off


Nt StrtdPerform Project Analysis

Nt StrtdDevelop Scope Document

Nt StrtdCreate Project Design/Specifications Requirements

Nt StrtdPerform Development

Test

Nt StrtdCreate Test Schedule/Cycles

Nt StrtdCreate Test Scripts

Nt StrtdPerform Testing

Nt StrtdPerform Issue Resolution & Tracking

Implement

Nt StrtdCreate Go-Live Plan

Nt StrtdPerform Communications to campus

Nt StrtdConduct Training

Nt StrtdImplement Go-Live Plan

Nt StrtdUpdate Knowledgebase

Week Number: 18

«

&G


DRAFT - Timeline to be finalized this month

Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Liferay Upgrade GREEN

Monthly Summary – October 1, 2018This project is an upgrade of the Liferay application that runs the BGSU portal. This critical application is currently out of date, and the University needs to upgrade it in order to maintain vendor support. This upgrade will not change the user interface and should be transparent to the end user. The project is scheduled to go live the first week of January 2019. This project is currently on schedule.

Upcoming Milestones• Complete portlet and theme analysis / development.• Complete mytest. • Conduct user testing of pages.

Past Month’s Key Accomplishments• Started mytest upgrade. • Continued Portlet analysis. • Continued Theme analysis. • Held functional kick off meeting. • Scheduled functional testing to begin October 15th.

6

Week Beginning (Sunday Date) Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Dec-

2

Dec-

9

Dec-

16

Dec-

23

Dec-

30

Jan-

6

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30Initialize

Cmplt Project Planning X X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentCmplt Perform Project Analysis X X X X X XCmplt Develop Scope Document X X X X X XOn Trk Create Project Design/Specifications Requirements X X X X X X X X X X X XOn Trk Perform Development X X X X X X X X X X

TestCmplt Create Test Schedule/Cycles X XOn Trk Create Test Scripts X X X X XNt Strtd Perform Testing X X X X X X X X XNt Strtd Perform Issue Resolution & Tracking X X X X X X X X X

ImplementNt Strtd Create Go-Live Plan X XNt Strtd Perform Communications X X XNt Strtd Implement Go-Live Plan Nt Strtd Update Knowledgebase X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXX



CmpltPerform Project Analysis XXXXXX

CmpltDevelop Scope Document XXXXXX

On TrkCreate Project Design/Specifications Requirements XXXXXXXXXXXX

On TrkPerform Development XXXXXXXXXX

Test

CmpltCreate Test Schedule/Cycles XX

On TrkCreate Test Scripts XXXXX

Nt StrtdPerform Testing XXXXXXXXX

Nt StrtdPerform Issue Resolution & Tracking XXXXXXXXX

Implement

Nt StrtdCreate Go-Live Plan XX

Nt StrtdPerform Communications XXX

Nt StrtdImplement Go-Live Plan «

Nt StrtdUpdate Knowledgebase X

Week Number: 16

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Winter Session Program

Monthly Summary – October 1, 2018As part of BGSU’s decision to create a new Winter Session between the Fall and Spring semester, ITS has been collaborating with a number of offices across campus to ensure that both new and existing business processes are built to accommodate the new session. There are 9 total projects that are required to produce the necessary system and business process changes and 5 have been successfully completed. The team anticipates the Faculty Contracting, Dining, and End-to-End Testing projects to be completed in October. The Winter Session Reporting project has a small number of requests that were recently submitted and should be completed after the project previously mentioned.

Upcoming Milestones• Winter Session Reporting requests will begin development• Completion of testing and go-live for Faculty Contracting, Dining, and

End-to-End Testing• Spring/Winter registration begins 10/22

Past Month’s Key Accomplishments• Significant testing has been completed for Faculty Contracting, Dining,

and End-to-End Testing• Report request submission time period has been closed and a number

of requests have been received

7

GREEN

Project Status:

Winter Session Mods to Faculty Contracting

Monthly Summary – October 1, 2018The Winter Session Modifications to Faculty Contracting project’s objective is to develop an electronic method of creating, signing, and approving faculty contracts for Winter session, similar to the process used in Summer semester. In order to move this project into Production, HR and Payroll are completing a small number of final tests to ensure that the Winter Session contracts can be systematically processed through the system and Payroll can be run without any unforeseen issues. The target go-live date is 10/21 and, at that point, Winter Session contracts can be submitted, approved, and processed.

Upcoming Milestones• Final user testing• Go-live

Past Month’s Key Accomplishments• Development rework completed

8

Week Beginning (Sunday Date) Nov-

26

Apr-1

5

Apr-2

2

Apr-2

9

May-

6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Week Number 1 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48Initialize

Cmplt Project Planning XCmplt Develop Scope DocumentCmplt Project Kick-Off

Analyze, Design, & DevelopmentCmplt Create Project Design/Specifications Cmplt Perform Development X X X X X X X X X X X X X

TestOn Trk Perform Testing X X X X X X X X X X X X X X XOn Trk Perform Issue Resolution & Tracking X X X X X X X X X X X X

ImplementNt Strtd Go-Live

Status

Project Milestones

YELLOW

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Nov-26Dec-3Dec-10Dec-17Dec-24Dec-31Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize


CmpltDevelop Scope DocumentXX



CmpltCreate Project Design/Specifications XXXXXXXX

CmpltPerform DevelopmentXXXXXXXXXXXXXXXXXXXXXXX

Test

On TrkPerform TestingXXXXXXXXXXXXXXX

On TrkPerform Issue Resolution & TrackingXXXXXXXXXXXX

Implement

Nt StrtdGo-Live

Week Number: 45

&G&"-,Bold"&14&F


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Winter Session Mods for Dining Services

Monthly Summary – October 1, 2018The Winter Session Modifications for Dining Services project’s objective is to develop a systematic process to accommodate meal plan and residence hall sign-up for BGSU’s Winter Session. User testing is almost complete and a number of small, configuration items have been updated throughout the testing cycle. Final Dining Services sign-off will indicate that Residence Life and Student Finance have also tested their portion of the process and are ready to move forward. The team expects to migrate this ahead of the due date listed here.

Upcoming Milestones• Final testing• Go-live

Past Month’s Key Accomplishments• The majority of the test cases defined early on have been successful

9

GREEN

Week Beginning (Sunday Date) Mar-1

1

Apr-2

9

May-

6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Week Number 1 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33Initialize

Cmplt Project Planning/Kick-Off XAnalyze, Design, & Development

Cmplt Create Project Design/Specifications XCmplt Lag Time - Star Rez Cloud Migration X X X X X XCmplt Config/Development of BlackBoard Transact X X X X X X X

TestOn Trk Perform Testing X X X X X X X X X XOn Trk Perform Issue Resolution & Tracking X X X X X

ImplementNt Strtd Go-Live

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject Planning/Kick-OffXX


CmpltCreate Project Design/Specifications XXXXXX

CmpltLag Time - Star Rez Cloud MigrationXXXXXX

CmpltConfig/Development of BlackBoard TransactXXXXXXX

Test

On TrkPerform Testing XXXXXXXXXX

On TrkPerform Issue Resolution & TrackingXXXXX

Implement

Nt StrtdGo-Live«

Week Number: 30

&G&"-,Bold"&14&F


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Winter Session End-to-End TestingGREEN

Monthly Summary – October 1, 2018Beginning in January 2019, BGSU is adding an optional Winter Session within Spring Semester 2019 to provide additional and flexible academic opportunities for students to study abroad, conduct research, or take an additional class. The Winter Session End-to-End Project Team has begun the definition of a testing schedule, starting August 27, 2018 (immediately following the scheduled QNA refresh) and ending October 8, 2018. During that period, Winter Session classes will be configured, students will be enrolled, core office critical process testing will take place (including any processes representing Winter Session modifications) and miscellaneous office interfaces will be tested. In addition, appropriate regression testing will be determined and scheduled. Project documentation is complete and approved by the project team.

Upcoming Milestones• Complete Winter Session QNA End-to-End Testing• Continue Issue Recording and Resolution• Obtain Testing Signoffs from each area• Production Migration for Faculty Contracting and Dining Services

development scheduled

Past Month’s Key Accomplishments• Continue Winter Session QNA End-to-End Testing• Continue Issue Recording and Resolution• Obtain Testing Signoffs from each area; 4 out of 9 have been received• As of 10/01/2018, testing is at 90% cumulative completion• Issue Recording and Resolution continues; there are no open issues

10


3Ju

n-10

Jun-

17Ju

n-24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19Au

g-26

Sep-

2Se

p-9

Sep-

16Se

p-23

Sep-

30Oc

t-7Oc

t-14

Oct-2

1Oc

t-28

Nov-

4No

v-11

Nov-

18No

v-25

Dec-

2De

c-9

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 29 30 31Initialize

Cmplt Project Planning X X X X X X X XCmplt Design Solution X X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentCmplt Finalize Test Scripts/Requirements X X X X X X X X XOn Trk Process Development X X X X X X X X X X X X X X X X X XOn Trk QNA Migration/Configuration X X X X X X X X

TestOn Trk Setup Row Level and T/L Secuirty (QNA) X X X X X X X X X X X X X XOn Trk Delivered Process Configuration (QNA) X X X X X X X X X X X X X XOn Trk Testing/Defect Resolution (QNA) X X X X X X X X X X X X X X

ImplementNt Strtd Communication to Campus/Training X X X X X X X X X XNt Strtd Production Configuration X X X X XNt Strtd Production Migration Nt Strtd Execute New Process X X XNt Strtd Monitor Winter Session Processes X X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12

Week Number1234567891011121314151617181920212223242529303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXXXXXXX

CmpltDesign SolutionXXX



CmpltFinalize Test Scripts/RequirementsXXXXXXXXX

On TrkProcess DevelopmentXXXXXXXXXXXXXXXXXX

On TrkQNA Migration/ConfigurationXXXXXXXX

Test

On TrkSetup Row Level and T/L Secuirty (QNA)XXXXXXXXXXXXXX

On TrkDelivered Process Configuration (QNA)XXXXXXXXXXXXXX

On TrkTesting/Defect Resolution (QNA) XXXXXXX XXXXXXX

Implement

Nt StrtdCommunication to Campus/TrainingXXXXXXXXXXXXX

Nt StrtdProduction ConfigurationXXXXX

Nt StrtdProduction Migration«

Nt StrtdExecute New Process XXXX

Nt StrtdMonitor Winter Session ProcessesXXXXX

Week Number: 18

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Winter Session ReportingGREEN

Monthly Summary – October 1, 2018Beginning in January 2019, BGSU is adding an optional Winter Session within Spring Semester 2019 to provide additional and flexible academic opportunities for students to study abroad, conduct research, or take an additional class. Reports in FalconInfo display academic data based on semester, but not on session code. There is a need to separate Winter session from Spring semester on some reports.

Upcoming Milestones• Scope of new/updated reports identified• Development begins

Past Month’s Key Accomplishments• Team Assigned• Meetings lined up to review scope of changed reports

11


23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Dec-

2

Dec-

9

Dec-

16

Dec-

23

Dec-

30

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15Initialize

Nt Strtd Project Planning X XNt Strtd Project Kick-Off X

Analyze, Design, & DevelopmentNt Strtd Perform Project Analysis X XNt Strtd Develop Scope Document XNt Strtd Create Project Design/Specifications Requirements X XNt Strtd Perform Development X X X X X

TestNt Strtd Create Test Schedule/Cycles X XNt Strtd Create Test Scripts X X X XNt Strtd Perform Testing X X X XNt Strtd Perform Issue Resolution & Tracking X X X

ImplementNt Strtd Create Go-Live Plan XNt Strtd Perform Communications to campus XNt Strtd Conduct Training xNt Strtd Implement Go-Live Plan xNt Strtd Update Knowledgebase

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18Aug-25Sep-1Sep-8Sep-15Sep-22

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

Nt StrtdProject PlanningXX

Nt StrtdProject Kick-OffX


Nt StrtdPerform Project AnalysisXX

Nt StrtdDevelop Scope DocumentX

Nt StrtdCreate Project Design/Specifications RequirementsXX

Nt StrtdPerform DevelopmentXXXXX

Test

Nt StrtdCreate Test Schedule/CyclesXX

Nt StrtdCreate Test ScriptsXXXX

Nt StrtdPerform TestingXXXX

Nt StrtdPerform Issue Resolution & TrackingXXX

Implement

Nt StrtdCreate Go-Live PlanXX

Nt StrtdPerform Communications to campusXXXXX

Nt StrtdConduct TrainingxXX

Nt StrtdImplement Go-Live PlanxX

Nt StrtdUpdate Knowledgebase«X

Week Number: 3

&G


DRAFT - Timeline to be finalized this month

Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Business Process ReviewsGREEN

Monthly Summary – October 1, 2018Several business units that are primary users of the PeopleSoft environments will be going through consultant lead business process reviews. The consultants performing these reviews will look at current business practices and offer options for best practice, automating, and using delivered functionality to improve these business processes as well as suggesting new business practices. These reviews are taking place in 2017 and 2018 with functional improvement projects throughout 2018 and 2019.

Upcoming Milestones• HCM BPR – Administrative Staff Hiring Process (Review)• HCM BPR – Enterprise wide Training System (RFP)• CSS BPR – Financial Aid Process Improvements (Review)• CSS BPR – Process Review - Graduation Application (CSS)• FMS BPR – Grants Time & Effort Certification (OnBase)• FMS BPR – Grants Expense Detail Query (WRL)• FMS BPR – FMS Get Current with Grants Portal (FMS)

Past Month’s Key Accomplishments• HR BPR – 9 recommendations, 1 complete• FMS BPR – 32 recommendations, 25 completed• CSS BPR – 3 recommendation, 1 complete

12

Project Status:

Staff Hiring ProcessGREEN

Monthly Summary – October 1, 2018This project is a collaboration effort between ITS and the Office of Human Resources to make the Administrative and Classified Staff hiring processes more efficient and accessible. The goal is to create the flows, checklists, forms and letters for hiring supervisors to use from an easy to use and convenient web site. This project may be delivered in phases, with the first phase expected to be delivered by the end of December 2018.

Upcoming Milestones• Complete hiring memo templates• Complete initial policy change proposals

Past Month’s Key Accomplishments• Confirmed scope and goals for implementation• Validated existing process documentation via test scenarios• Began creation of memo templates and policy documentation• Began gathering of feedback from BGSU hiring managers

13

Week Beginning (Sunday Date) Aug-

5Au

g-12

Aug-

19Au

g-26

Sep-

2Se

p-9

Sep-

16Se

p-23

Sep-

30Oc

t-7Oc

t-14

Oct-2

1Oc

t-28

Nov-

4No

v-11

Nov-

18No

v-25

Dec-

2De

c-9

Dec-

16De

c-23

Dec-

30

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22Initialize and Design

Cmplt Project Planning and Startup X XCmplt Establish Pre-determined Scope X X XOn Trk Gather Feedback from Hiring Managers X X X X X

Process Review and DocumentationCmplt Validate Process with Existing Documents X XOn Trk Complete Existing Proposals X X X X X X X X XNt Strtd Obtain Signoff for Policy Changes X X X X X X XOn Trk Create Templates for Hiring Memos X X X X X X X X XNt Strtd Create Updated Web Content X X X X X XNt Strtd Develop FAQs and Process Flow X X X X X X X XOn Trk Identify Search Training Tracking Technology X X X X X X X X X X X

ImplementationNt Strtd Deploy New Content and Web Updates

Status

Milestones

Project Schedule

Milestones

StatusWeek Beginning (Sunday Date)Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize and Design

CmpltProject Planning and StartupXX

CmpltEstablish Pre-determined ScopeXXXX

On TrkGather Feedback from Hiring ManagersXXXXX

Process Review and Documentation

CmpltValidate Process with Existing DocumentsXX

On TrkComplete Existing ProposalsXXXXXXXXX

Nt StrtdObtain Signoff for Policy ChangesXXXXXXX

On TrkCreate Templates for Hiring MemosXXXXXXXXX

Nt StrtdCreate Updated Web ContentXXXXXX

Nt StrtdDevelop FAQs and Process FlowXXXXXXXXXXXXX

On TrkIdentify Search Training Tracking TechnologyXXXXXXXXXXXXX

Implementation

Nt StrtdDeploy New Content and Web Updates««XXX

Week Number: 9

.

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Enterprise Training System RFP

Monthly Summary – October 1, 2018The Enterprise Training System RFI project’s objective is to review the wider institutional needs of a University-wide training platform by gathering requirements and determining which vendors offer an appropriate solution/application. The team has identified the best suited vendor, Bridge, which is a Canvas/Instructure product. The final step will be to determine if resource and budgetary constraints will allow for implementation in the near future, of if the results of the RFI/RFP will be used at a later date.

Upcoming Milestones• Determine next steps

Past Month’s Key Accomplishments• Finalized ideal application selection, Bridge

14

GREEN

Week Beginning (Sunday Date) Mar-4

Apr-1

5

Apr-2

2

Apr-2

9

May-

6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Week Number 1 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31Initialize

Cmplt Project Planning/Kick-Off XAnalyze, Design, & Development

Cmplt Create Project Design/Specifications RequirementsCmplt Submit RFI/Vendors RespondCmplt Evaluate Responses X X X XCmplt Request/Receive Costs From Selected Vendors X X X X X X X X X X X X X X XOn Trk Final Vendor Selection X X X X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768

Initialize

CmpltProject Planning/Kick-OffXX



CmpltSubmit RFI/Vendors RespondXX

CmpltEvaluate ResponsesXXXX

CmpltRequest/Receive Costs From Selected VendorsXXXXXXXXXXXXXXX

On TrkFinal Vendor SelectionXXXXXX«XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Test

CmpltPerform Testing - Delivery 1XXX

CmpltTesting Issue Resolution Delivery 1XX

CmpltPerform Testing - Delivery 2XXXX

CmpltTesting Issue Resolution Delivery 2XXXX

On TrkPerform Testing - Delivery 3XXXXXXXXXXXXXXXXXXXXXXXXX

On TrkTesting Issue Resolution Delivery 3XXXXXXXXXXXXX

Implement

CmpltGo-Live (Delivery 1)««

CmpltGo-Live (Delivery 2)«

Nt StrtdGo-Live (Delivery 3) «

Week Number: 31

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Financial Aid Process Improvements

Monthly Summary – October 1, 2018The Financial Aid Process Improvements project’s objective is to collaborate with the selected consultant company (Sierra-Cedar) to work on 7 specific SFA topic areas and to complete a thoroughly business process review and health check for Student Financial Aid. The team has been through approximately 50% of the SOW’s total hours and have created a number of configuration items for SFA to pursue, as well as defined a number of technical updates to processes to be worked on in collaboration with ITS.

Upcoming Milestones• Continue consultation/development work per the SOW

Past Month’s Key Accomplishments• SFA module configuration has started in CSS• Modeling and business process improvements have begun

15

GREEN


24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23Initialize

Cmplt Project Planning/Kick-Off X X XAnalyze, Design, & Development

Cmplt Define Specific Project Targets X X XOn Trk Collaborate With Consulting Firm, SFA, and ITS X X X X X X X X X X X X X X XOn Trk Develop Solutions And Configuration Per SOW X X X X X X X X X X X X X

TestOn Trk Perform Testing X X X X X X X X X X

ImplementNt Strtd Post-Consultation Internal Development X X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18Aug-25Sep-1Sep-8Sep-15Sep-22Sep-29Oct-6

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768

Initialize

CmpltProject Planning/Kick-OffXXX


CmpltDefine Specific Project TargetsXXX

On TrkCollaborate With Consulting Firm, SFA, and ITSXXXXXXXXXXXXXXX

On TrkDevelop Solutions And Configuration Per SOWXXXXXXXXXXXXX

Test

On TrkPerform TestingXXXXXXXXXX

Implement

CmpltGo-Live (Delivery 1)««

CmpltGo-Live (Delivery 2)«

Nt StrtdPost-Consultation Internal DevelopmentXXXX««

Week Number: 15

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

GA Budget and Contract Process Review

Monthly Summary – October 1, 2018The Graduate Assistant Budget and Contract Process Review project’s objective is to evaluate BGSU's current Graduate Assistant budgeting and contracting process in order to recommend the most efficient, accurate, and intuitive process possible. The project plan includes creating a “current state” model of the process, followed by a “future state” model and a recommendation to key stakeholders from around campus. The current state modeling is approximately 75% complete and the team will be looking towards collaborating with other peer institutions on process/regulation concerns to determine the most ideal future state for BGSU.

Upcoming Milestones• Finalize current state• Developing future state• Complete recommendations for key stakeholders

Past Month’s Key Accomplishments• Continued developing current sate

16

GREEN

Week Beginning (Sunday Date) Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Dec-

2

Dec-

9

Dec-

16

Dec-

23

Dec-

30

Jan-

6

Jan-

13

Jan-

20

Jan-

27

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28Initialize


AnalyzeCmplt Develop and Approve Project Documents X XCmplt Create/Alert Working Group X X

Design & DevelopmentOn Trk Develop Current State X X X X X X X X X X X XNt Strtd Develop Future State X X X X X X X X XNt Strtd Develop Recommendation Inventory X X X X X

ApproveNt Strtd Key Stakeholder Approval X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize



Analyze

CmpltDevelop and Approve Project DocumentsXX

CmpltCreate/Alert Working GroupXX

Design & Development

On TrkDevelop Current StateXXXXXXXXXXXX

Nt StrtdDevelop Future StateXXXXXXXXX

Nt StrtdDevelop Recommendation InventoryXXXXX

Approve

Nt StrtdKey Stakeholder ApprovalXXX«

Week Number: 11

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Process Review – Graduation ApplicationGREEN

Monthly Summary – October 1, 2018Over the last month, ITS has met with Marketing and Communications, the Graduate College, Falcon Outfitters, Bursar’s Office, and Registration and Records to complete a full business process review for the graduation application within CSS. We almost finished gathering all information needed to finalize the current state of all of these processes. Once this has been completed, we will focus on developing the future state.

Upcoming Milestones• Finalize Current state• Complete high level meeting about future state

Past Month’s Key Accomplishments• Completed second round of meetings with department stakeholders in

relation to current state of business processes• Created flowcharts to properly show the flow of current state processes

from one department to the next

17

Project timeline is still being developed– project request suggests 12/06/18 as the completion date.

Project Status:

Provost Performance Metrics PortfolioGREEN

Monthly Summary – October 1, 2018This portfolio is a continuation of the Provost Performance Metrics. Projects have been established for the following: persistence and retention (metric 2), co-ops and internships (metric 5), global immersion (metric 6), learning communities (metric 8), contribution margin ration (metric 9), and students earning 60 units in two years (metric 12). Work is completed on metric 2. Repository development work is complete on metric 6. ETL development work is complete on metrics 5 and 12. Work has started on metrics 8 and 9.

Upcoming Milestones• Repository development for PPM 5• Create reports for PPM 6• Design the data model for PPM 8• Make modifications to code for PPM 9• Data validation and repository development for PPM 12

Past Month’s Key Accomplishments• Data validation complete for PPM 5 – Co-ops and Internships• Repository development complete for PPM 6 – Global Immersion• Development complete for PPM 12 – Students Earning 60 Credit Hours

in 2 Years

18

Project Status:

Annual Donor Reports - Phase 2GREEN

Monthly Summary – October 1, 2018Due to the Foundation financial system conversion from Agresso to FMS, the Annual Donor Report had to be developed in WRL for FY2017. The report was developed but not all components of the revised report could be implemented for the FY2018 reports.These enhancements will improve the look and feel of the annual donor reports along with providing greater accessibility for the end users. This past month the team completed a review of the raw data and approved the final report layouts. Due to the need to add an index for the new reports, the go live date was pushed out a week to accommodate the standard PeopleSoft Migration Cycle.

Upcoming Milestones• Reports migrated to production

Past Month’s Key Accomplishments• Raw data validation complete• Final approval completed

19


17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Week Number 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40Initialize

Cmplt Project PlanningCmplt Project Kick-Off

Analyze, Design, & DevelopmentCmplt Perform Project AnalysisCmplt Develop Scope DocumentCmplt Create Project Design/Specifications RequirementsCmplt Perform Development X X X X X X X X X X

TestCmplt Create Test Schedule/Cycles X X XCmplt Perform Testing X X X XCmplt Perform Issue Resolution & Tracking X X X X

ImplementCmplt Create Go-Live Plan XOn Trk Conduct Training XOn Trk Perform Communications to end users XNt Strtd Implement Go-Live Plan

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18Aug-25Sep-1Sep-8Sep-15Sep-22Sep-29Oct-6

Week Number1234567891011121314151617181920212223242526272829303132333435363738394036371617181920212223242526272829303132212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningX



CmpltPerform Project AnalysisXX



CmpltPerform DevelopmentXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Test

CmpltCreate Test Schedule/CyclesXXXX

CmpltPerform TestingXXXXXXXX

CmpltPerform Issue Resolution & TrackingXXXXXXXX

Implement

CmpltCreate Go-Live PlanXXX

On TrkConduct TrainingXXXX

On TrkPerform Communications to end usersXXXddd

Nt StrtdImplement Go-Live Plan««««

Week Number: 39

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

NSC Interface Modifications

Monthly Summary – October 1, 2018Registration and Records requested several changes to the National Student Clearinghouse (NSC) Enrollment Interface to maintain compliance with Federal Financial Aid Reporting. They requested changes to resolve data issues with Enrollment Status, Graduate Information, Foreign Addresses, and Program Data. In order to maintain more than 90% compliance as an institution, Registration and Record is making manual updates to the current NSC Interface to resolve the data issues. We need to modify the NSC Enrollment Interface to accurately report financial aid data to National Student Loan Data System (NSLDS) and avoid manual corrections to the interface file. During the past month, Registration and Records has been performing User Acceptance Testing in QNA. Sue Lau identified more issues during her user acceptance testing which required additional rework. The development of the rework items is now complete as of 09/30. User testing is expected to resume in QNA on 10/02. User Testing is very complex for this process. Sue Lau requested another extension to the project due date (from 9/23 to 11/4) to allow enough time to complete user testing along with Winter Session End to End Testing.

Upcoming Milestones• User Acceptance Testing 5/31/2018 – 11/01/2018• Implementation in Production CSS – 11/04/2018

Past Month’s Key Accomplishments• User Testing in QNA - started 5/31 and is still in progress• Rework to resolve User Testing Issues

20

YELLOW

Week Beginning (Sunday Date) May-

6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4



Analyze, Design, & DevelopmentCmplt Perform Project AnalysisCmplt Develop Scope DocumentCmplt Create Functional SpecificationsCmplt Perform Development / Unit Testing XCmplt Perform Development Rework from User Testing X X X X X X X X X X X X X X

TestCmplt Create Test Schedule/CyclesCmplt Create Test Scripts XAt Rsk Perform User Testing X X X X X X X X X X X X X X X X X X X X X X XAt Rsk Perform Issue Resolution & Tracking X X X X X X X X X X X X X X X X X X X X X X X

ImplementNt Strtd Create Go-Live Plan XNt Strtd Perform Communications to campus XNt Strtd Implement Go-Live Plan Nt Strtd Update Knowledgebase X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Dec-3Dec-10Dec-17Dec-24Dec-31Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24

Week Number123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869

Initialize

CmpltProject PlanningXXXXXX



CmpltPerform Project AnalysisXXXX


CmpltCreate Functional SpecificationsXXXX

CmpltPerform Development / Unit TestingXXXXXXXXXXXXX

CmpltPerform Development Rework from User TestingXXXXXXXXXXXXXX

Test

CmpltCreate Test Schedule/CyclesXX

CmpltCreate Test ScriptsXXX

At RskPerform User TestingXXXXXXXXXXXXXXXXXXXXXXX

At RskPerform Issue Resolution & TrackingXXXXXXXXXXXXXXXXXXXXXXX

Implement

Nt StrtdCreate Go-Live PlanX

Nt StrtdPerform Communications to campusX

Nt StrtdImplement Go-Live Plan«

Nt StrtdUpdate KnowledgebaseX

Week Number: 44

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

HEI Interfaces and Modifications

Monthly Summary – October 1, 2018The Higher Education Information (HEI) System is a comprehensive relational database that includes student enrollment, course, financial aid, personnel, facilities, and financial data which is submitted by Ohio’s colleges and universities. This data is used for a variety of purposes that include: reporting on higher education outcomes, funding formula, financial aid program support, policy analysis, and strategic planning. As of Fall Semester 2017, the Ohio Department of Higher Education released new File Layouts for several HEI Interfaces and BGSU needs to modify the following files: 1) AP – Academic Program, 2) AC – Alternative Credit, 3) CN – Course Enrollment, 4) CU – Credit Update, 5) DC – Degrees / Certificates Earned, 6) SE – Student Entrance, 7) SN – Student Enrollment and 8) ST – Course Sections Taught. In addition, we need to modify the corresponding point in time extracts (HEI DEMO and HEI CRSE) that are used when building the HEI Interface files. Registration and Records identified 2 additional HEI Interface Files that need to be modified to resolve outstanding issues: OC – Off Campus Course Sections and CI – Course Inventory. During the past month, this project was placed “On Hold”. There is only one remaining HEI File that needs to be installed (HEI AC). All User Testing was completed in August. However, Sue Lau asked to wait and install on Nov 4 since Reg & Records was in middle of HEI 30-Day-After Reporting for Summer 2018.

Upcoming Milestones• Install Last HEI File Modification into Production CSS ( AC) - 11/04

Past Month’s Key Accomplishments• Project is currently “On Hold” – Waiting to install HEI AC on Nov 4 (after

HEI 30-Day-After Reporting is complete for Summer 2018 in CSS.

21

GREEN


6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4



Analyze, Design, & DevelopmentCmplt Perform Project AnalysisCmplt Create Project CharterCmplt Create Project Design / Functional SpecificationsCmplt Perform Development / Unit Testing X X X X XCmplt Perform Development Rework from User Testing X X X X X X X X X X X X X X X X X

TestCmplt Create Test Schedule/CyclesCmplt Create Test ScriptsCmplt Perform User Testing X X X X X X X X X X X X X X X X XCmplt Perform Issue Resolution & Tracking X X X X X X X X X X X X X X X X X

ImplementNt Strtd Create Go-Live Plan XNt Strtd Implement Go-Live Plan Nt Strtd Update Knowledgebase X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Dec-10Dec-17Dec-24Dec-31Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXXXX



CmpltPerform Project AnalysisXXXXXX

CmpltCreate Project CharterXXXXXX

CmpltCreate Project Design / Functional SpecificationsXXXXXXXXXX

CmpltPerform Development / Unit TestingXXXXXXXXXXXXXXXXX

CmpltPerform Development Rework from User TestingXXXXXXXXXXXXXXXXXX

Test



CmpltPerform User TestingXXXXXXXXXXXXXXXXXXXXXXXXXXX

CmpltPerform Issue Resolution & TrackingXXXXXXXXXXXXXXXXXXXXXXXXXXX

Implement


Nt StrtdImplement Go-Live Plan«

Nt StrtdUpdate KnowledgebaseX

Week Number: 43

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Library OCLC Tipasa Migration

Monthly Summary – October 1, 2018Tipasa is the new cloud-based solution provided by our existing library vender, OCLC. This solution streamlines the interlibrary loan process, reducing the manual steps to process loan requests made by BGSU affiliates and other libraries. OCLC’s plan involves a 6-8 week migration from Illiad to Tipasaled by OCLC’s Services team. ITS has been asked to assist with the SSO and patron load process with the rest of the migration and training to be handled by OCLC. Now that a PeopleSoft resource is available, development on this project can resume. In consultation with OCLC, the Library has set a firm migration date of November 19th.

Upcoming Milestones• October 7: Beginning of QNA testing• October 22: Beginning of PPD testing• November 19: BGSU Tipasa Launch

Past Month’s Key Accomplishments• Development: CSS interface development in progress• Security: Single Log Off configuration approved• Training: Library refresher training begun

22

GREEN

Week Beginning (Sunday Date) Jan-

14

Jan-

21

Jan-

28

Feb-

4

Feb-

11

Feb-

18

Feb-

25

Mar-4

Mar-1

1

Mar-1

8

Mar-2

5

Apr-1

Apr-8

Apr-1

5

Apr-2

2

Apr-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45Initialize

Cmplt Project Planning X X X XCmplt Develop Scope Document X X XCmplt Project Kick-Off

Analyze, Design, & DevelopmentCmplt Determine Data Requirements X X X X X XCmplt Perform Development of authentication process X X X XOn Trk Perform Development of Patron Load X X X X X X X

TestCmplt Perform Testing of authentication process X X X X X X X X X X X

Nt Strtd Perform testing of patron load X X X X X XNt Strtd Perform Issue Resolution & Tracking X X X X X

ImplementNt Strtd Migrate Development to Production X XNt Strtd Go-Live

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXXX

CmpltDevelop Scope DocumentXXX

CmpltProject Kick-Off


CmpltDetermine Data RequirementsXXXXXX

CmpltPerform Development of authentication process XXXX

On TrkPerform Development of Patron Load XXXXXXX

Test

CmpltPerform Testing of authentication processXXXXXXXXXXX

Nt StrtdPerform testing of patron load XXXXXXX

Nt StrtdPerform Issue Resolution & TrackingXXXXXXX

Implement

Nt StrtdMigrate Development to ProductionXXXX

Nt StrtdGo-Live««

Week Number: 38

&G&"-,Bold"&14&F


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Automate ATC Transcript Requests GREEN

Monthly Summary – October 1, 2018BGSU receives over 4000 transcripts through the Ohio Articulation and Transfer Clearinghouse (ATC). These ATC transcripts have a prescribed listing of data elements each institution must adhere to in order to submit electronic transcripts to the receiving Ohio public institutions. This project will use these data elements within the electronic transcripts to update the student's information within PeopleSoft CSS and to update the course information for the Academic Record within u.achieve. This project is in the initiating phase and is currently trending green.

Upcoming Milestones• Determine schedule• Develop project plan. • Perform requirements analysis.

Past Month’s Key Accomplishments• Performed process mapping sessions with Admissions and Transfer

Evaluation and mapped out all current state business processes. • Performed future state analysis with ITS and then proposed to functional

owners. • Scheduled discussion with other Universities using automation with

PeopleSoft. • Scope finalized.

23

The project schedule is still being developed for this project.

Project Status:

Create Title IV Activity GuideGREEN

Monthly Summary – October 1, 2018

ITS has continued to work with the Office of the Bursar to create a Title IV Activity Guide. We recently completed the development work for the Title IV Activity Guide. We have also completed the development work on the creation of a 1098-T activity guide as well. This was added to the scope of this project.

Upcoming Milestones• Migrate to PPD and complete testing• Create Go-Live Plan• Migrate to Production

Past Month’s Key Accomplishments• Project approved• Completed Development work• Migrated to QNA and began testing

24


12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Week Number 1 2 3 4 5 6 7 8 9 10 11Initialize


Analyze, Design, & DevelopmentCmplt Perform Project Analysis X XCmplt Develop Scope Document X XCmplt Create Project Design/Specifications Requirements X XCmplt Perform Development X X X X X

TestCmplt Create Test Schedule/Cycles X XCmplt Create Test Scripts X XOn Trk QNA Testing X X X X XNt Strtd PPD Testing X X

ImplementOn Trk Create Go-Live Plan X X X X XNt Strtd Implement Go-Live Plan XNt Strtd Migrate to Production XNt Strtd Update Knowledgebase

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize






CmpltCreate Project Design/Specifications RequirementsXX

CmpltPerform DevelopmentXXXXX

Test

CmpltCreate Test Schedule/CyclesXX

CmpltCreate Test ScriptsXX

On TrkQNA TestingXXXXX

Nt StrtdPPD TestingXX

Implement

On TrkCreate Go-Live PlanXXXXX

Nt StrtdImplement Go-Live PlanX

Nt StrtdMigrate to ProductionX

Nt StrtdUpdate Knowledgebase«

Week Number: 9

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Past Month’s Key Accomplishments• Planning: Financial aid eligibility solution confirmed• Planning: Working committees named

Upcoming Milestones• November 16: Expected approval from the Chancellor’s Council on

Graduate Studies

Academic Partnerships Implementation Project

Monthly Summary – October 1, 2018BGSU has joined with Academic Partnerships (AP) to create a new online MBA program from the College of Business. BGSU will provide the instruction and degree-granting authority while Academic Partnerships is responsible for recruitment and some student support. For this effort, ITS will create three technical interfaces. Data will be drawn from Slate to provide AP with pre-student information. Statistics will be extracted from Canvas and placed into PeopleSoft CSS. From there, the Canvas data and other CSS records will be sent to AP. Specific details of the agreement are still under discussion, after which a technical spec can be developed. All is pending approval from the ODHE.

25

GREEN

• Schedule and Milestones TBD

Project Status:

Past Month’s Key Accomplishments• Testing: CSS QNA testing complete• Testing: CSS PPD underway• Testing: OnBase solution testing complete

Upcoming Milestones• October 7: Migrate CSS interface to production• October 11: Migrate OnBase solution to production

Experiential Learning Tracking Project

Monthly Summary – October 1, 2018To comply with state regulations for experiential learning reporting, the BGSU Career Center is in need of a tool to maintain and report on students’ activities with regard to internships, practicums, non-course information, and employer documentation. The basis of this tool will be a new OnBase solution fed with data from PeopleSoft and supplemented by designees in each college. This will replace existing process handled by various spreadsheets and e-mail, allowing more efficient reporting by the BGSU Career Center. Launch of the OnBase solution will take place the week of October 8th for use with Fall 2018 data.

26

GREEN

Week Beginning (Sunday Date) Apr-1

5Ap

r-22

Apr-2

9Ma

y-6

May-

13Ma

y-20

May-

27Ju

n-3

Jun-

10Ju

n-17

Jun-

24Ju

l-1Ju

l-8Ju

l-15

Jul-2

2Ju

l-29

Aug-

5Au

g-12

Aug-

19Au

g-26

Sep-

2Se

p-9

Sep-

16Se

p-23

Sep-

30Oc

t-7

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26Initialize and Design

Cmplt Project Planning and Startup X X XCmplt Assemble Project Team X XCmplt Approve Project Charter X XCmplt Conduct Design Meetings X X X X

Development and TestingCmplt Create PeopleSoft CSS Export X X X X XCmplt Develop SFTP Data Transfer Process X X X XCmplt Develop OnBase Solution X X X X X XCmplt Conduct PeoplesSoft QNA Testing X X X X X X X XOn Trk Conduct PeoplesSoft PPD Testing XCmplt Conduct OnBase User Acceptance Testing X X X X X X

ImplementationNt Strtd PeopleSoft Migration Nt Strtd OnBase Migration

Status

Milestones

Project Schedule

Milestones

StatusWeek Beginning (Sunday Date)Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253


CmpltProject Planning and StartupXXX

CmpltAssemble Project TeamXX

CmpltApprove Project CharterXX

CmpltConduct Design Meetings XXXX

Development and Testing

CmpltCreate PeopleSoft CSS ExportXXXXXXXX

CmpltDevelop SFTP Data Transfer ProcessXXXXXXX

CmpltDevelop OnBase SolutionXXXXXX

CmpltConduct PeoplesSoft QNA TestingXXXXXXXX

On TrkConduct PeoplesSoft PPD TestingX

CmpltConduct OnBase User Acceptance TestingXXXXXXXXX

Implementation

Nt StrtdPeopleSoft Migration«XXX

Nt StrtdOnBase Migration«««

Week Number: 25

.

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Onbase Workview Database for the English Department

GREEN

Monthly Summary – October 1, 2018New Project approved as a priority 2 by Executive Sponsors: ITS is working with the English department to develop a Onbase Workview Database. The creation of this database will allow documents and student data to be stored in a secure, central location while providing a more user-friendly way of exporting data to both track and predict course enrollments each semester. The result of this project will save significant labor and will allow the department to schedule classes with more efficiency. Over the last few weeks, the ITS team has been working on building a prototype based on the design specifications and requirements.

Upcoming Milestones• Complete prototype testing• Create final design• Create Go-Live Plan

Past Month’s Key Accomplishments• Project approved• Created the project documentation structure on SharePoint• Identified key stakeholders from the English Department• Completed kickoff meeting• Started Development work

27


9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18


Cmplt Project Planning X X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentCmplt Perform Project Analysis X XCmplt Develop Scope Document X XCmplt Create Project Design/Specifications Requirements X XCmplt Perform Development X X X X X

TestCmplt Create Test Scripts X XOn Trk Prototype Testing X XOn Trk Create final design X X X XNt Strtd Final design testing X X X

ImplementNt Strtd Create Go-Live Plan X XNt Strtd Implement Go-Live Plan XNt Strtd Migrate to Production XNt Strtd Update Knowledgebase

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18Aug-25Sep-1Sep-8

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXX





CmpltCreate Project Design/Specifications RequirementsXX

CmpltPerform DevelopmentXXXXX

Test

CmpltCreate Test ScriptsXX

On TrkPrototype TestingXX

On TrkCreate final designXXXX

Nt StrtdFinal design testingXXX

Implement

Nt StrtdCreate Go-Live PlanXX


Nt StrtdMigrate to ProductionX


Week Number: 5

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Transferology Connector UpgradeYELLOW

Monthly Summary – October 1, 2018This project is to upgrade the connector that acts as an interface between the CollegeSource owned and operated web application entitled Transferology and the University hosted U.Achieve server. The current state of the project is temporarily on hold waiting for a re-evaluation of the need for this project. After an anlysis of the solutions provided by the vendor, the project team determined that the effort had significantly increased in order to meet the requirements of the upgrade without compromising the upgrade path of U.Achieve in the future.

Upcoming Milestones• Evaluation on whether the University needs to perform this upgrade at

this time. • If need is determined, a readjustment of the milestones and project will

need to occur to match the chosen solution.

Past Month’s Key Accomplishments• Vendor has provided four possible solutions to make the University’s

implementation of U.Achieve compatible with the latest connector for Transferology.

• Project Team has met to determine the viability of and University need for the upgrade.

28


19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8



Analyze, Design, & DevelopmentCmplt Perform Project Analysis XCmplt Develop Scope Document XCmplt Create Project Design/Specifications Requirements XCmplt Perform Development X X

TestCmplt Create Test Schedule/Cycles XCmplt Create Test Scripts XAt Rsk Perform Testing X X X XAt Rsk Perform Issue Resolution & Tracking X X X X

ImplementNt Strtd Create Go-Live Plan XNt Strtd Perform Communications to campus XNt Strtd Implement Go-Live Plan XNt Strtd Update Knowledgebase

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize




CmpltPerform Project AnalysisX

CmpltDevelop Scope DocumentX

CmpltCreate Project Design/Specifications RequirementsX

CmpltPerform DevelopmentXX

Test



At RskPerform TestingXXXX

At RskPerform Issue Resolution & TrackingXXXX

Implement


Nt StrtdPerform Communications to campusX



Week Number: 7

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Adaptive Insights Integration with FMS/HCM

Monthly Summary – October 1, 2018The Budgeting Office within Finance & Administration uses Adaptive Insights cloud based system for their budgeting software. Currently, the Budgeting Office is receiving queries from PeopleSoft FMS and HCM and manually entering the corresponding budgetary information into Adaptive Insights. This process is very labor intensive and difficult to keep up with numerous position changes that occur throughout the year. Haley Collingwood requested an automated solution to extract this information from PeopleSoft FMS / HCM and import into Adaptive Insights. During the past month, we continued the HCM Development for the remaining Stipend Information. Haley started user testing in HCM92QNA for Personnel Extract (excluding stipend information) and found a few rework items for development. We are still working through some data mapping issues with Adaptive Insights to import HCM Extract. The implementation of Adaptive Insights Integration with HCM was moved back to Oct 21 to allow enough time for user testing.

Upcoming Milestones• Finish PeopleSoft HCM Development - (with remaining Stipend Data)• Finish HCM Personnel File Import into AI Sandbox Environment• User Acceptance Testing in QNA and PPD – HCM Personnel Extract• Adaptive Insights Integration with PROD HCM – 10/21/2018

Past Month’s Key Accomplishments• Completed User Acceptance Testing in FMS92PPD - Account Balances• Installed Adaptive Insights Integration with FMS in PROD – 09/23/2018• Started User Testing in HCM92QNA – Extract Personnel Data• Started User Testing in AI Sandbox - Import data from HCM92QNA

29

GREEN


13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25Analyze, Design, & Development

Cmplt Project Analysis and Design X X X X XCmplt Create Functional Requirements X X X X XCmplt Infrastructure Setup X XCmplt Development / Unit Testing (BGSU) - FMS Extract X X XCmplt Development / Unit Testing (AI) - FMS Integ w/Sandbox X X X X X X X XAt Rsk Development / Unit Testing (BGSU) - HCM Extract X X X X XAt Rsk Development / Unit Testing (AI) - HCM Integ w/Sandbox X X X X X

TestCmplt Perform User Testing - FMS Integration X X X X XCmplt Perform Issue Resolution & Tracking - FMS Integration X X X X XOn Trk Perform User Testing - HCM integration X X X X X X XOn Trk Perform Issue Resolution & Tracking - HCM Integration X X X X X X X

ImplementCmplt Create Go-Live Plan (FMS Integration) XCmplt Copy Scripts from Sandbox to PROD (AI) - FMS Integ X XCmplt Implement Go-Live Plan (FMS Integration - 09/23) Cmplt Update Knowledgebase (FMS Integration) X

Nt Strtd Create Go-Live Plan - (HCM Integration) XNt Strtd Copy Scripts from Sandbox to PROD (AI) - HCM Integ X XNt Strtd Implement Go-Live Plan (HCM Integration - 10/21) Nt Strtd Update Knowledgebase (HCM Integration) X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXXXXXX


CmpltStatement of Work - Integration (By Adaptive Insights)XXX

CmpltCreate Project CharterXX


CmpltProject Analysis and Design XXXXX

CmpltCreate Functional RequirementsXXXXX

CmpltInfrastructure Setup XX

CmpltDevelopment / Unit Testing (BGSU) - FMS ExtractXXX

CmpltDevelopment / Unit Testing (AI) - FMS Integ w/SandboxXXXXXXXX

At RskDevelopment / Unit Testing (BGSU) - HCM ExtractXXXXX

At RskDevelopment / Unit Testing (AI) - HCM Integ w/SandboxXXXXX

Test

CmpltPerform User Testing - FMS IntegrationXXXXX

CmpltPerform Issue Resolution & Tracking - FMS IntegrationXXXXX

On TrkPerform User Testing - HCM integrationXXXXXXX

On TrkPerform Issue Resolution & Tracking - HCM IntegrationXXXXXXX

Implement

CmpltCreate Go-Live Plan (FMS Integration)X

CmpltCopy Scripts from Sandbox to PROD (AI) - FMS Integ XX

CmpltImplement Go-Live Plan (FMS Integration - 09/23)«

CmpltUpdate Knowledgebase (FMS Integration)X

Nt StrtdCreate Go-Live Plan - (HCM Integration)X

Nt StrtdCopy Scripts from Sandbox to PROD (AI) - HCM Integ XX

Nt StrtdImplement Go-Live Plan (HCM Integration - 10/21)«

Nt StrtdUpdate Knowledgebase (HCM Integration)X

Week Number: 21

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Past Month’s Key Accomplishments• Security: Single Sign On integration underway• Development: Manual data load sent to vendor from Campus Activities

Upcoming Milestones• October 31: Complete SSO integration• January 1: Beginning of CSS interface development

Implementation of Presence Project

Monthly Summary – October 1, 2018OrgSync, the existing student organization management software provided by Campus Labs, will be discontinued in 2019. After a successful RFP, Presence has been chosen as the new vendor for the Office of the Dean of Students. ITS will provide SSO integration and a calendar interface which will allow events to be visible on the master calendar. When PeopleSoft CSS resources become free, an interface will be created to move student data directly into the new product. By the end of the implementation, the final disposition of the OrgSync data will be determined, although files will not be directly placed into Presence.

30

GREEN


2Ju

l-29

Aug-

5Au

g-12

Aug-

19Au

g-26

Sep-

2Se

p-9

Sep-

16Se

p-23

Sep-

30Oc

t-7Oc

t-14

Oct-2

1Oc

t-28

Nov-

4No

v-11

Nov-

18No

v-25

Dec-

2De

c-9

Dec-

16De

c-23

Dec-

30Ja

n-6

Jan-

13Ja

n-20

Jan-

27Fe

b-3

Feb-

10Fe

b-17

Feb-

24Ma

r-3

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33Initialize and Design

Cmplt Project Planning and Startup X X X XCmplt Assemble Project Team X X XCmplt Approve Project Charter X X

Development and TestingOn Trk Configure and Test SSO Integration X X X X X X X X X XNt Strtd Configure Presence for BGSU X X X X X X X X X X X X X X XNt Strtd Develop Calendar Export Process X X X X XNt Strtd Test Calendar Export Process X X X XNt Strtd Create PeopleSoft CSS Interface X X X X XNt Strtd Conduct PeoplesSoft QNA Testing X XNt Strtd Conduct PeoplesSoft PPD Testing XNt Strtd Decommission OrgSync X X X X X X X X X X X X

ImplementationNt Strtd PeopleSoft CSS Migration Nt Strtd Open Presence to Student Organizations

Status

Milestones

Project Schedule

Milestones

StatusWeek Beginning (Sunday Date)Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253


CmpltProject Planning and StartupXXXX

CmpltAssemble Project TeamXXX

CmpltApprove Project CharterXX

Development and Testing

On TrkConfigure and Test SSO IntegrationXXXXXXXXXX

Nt StrtdConfigure Presence for BGSUXXXXXXXXXXXXXXX

Nt StrtdDevelop Calendar Export ProcessXXXXX

Nt StrtdTest Calendar Export ProcessXXXX

Nt StrtdCreate PeopleSoft CSS InterfaceXXXXX

Nt StrtdConduct PeoplesSoft QNA TestingXX

Nt StrtdConduct PeoplesSoft PPD TestingX

Nt StrtdDecommission OrgSyncXXXXXXXXXXXX

Implementation

Nt StrtdPeopleSoft CSS Migration«XXX

Nt StrtdOpen Presence to Student Organizations«««

Week Number: 11

.

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Slate for Undergraduate Admissions – II

Monthly Summary – October 1, 2018This project is to continue with the Undergraduate Slate implementation for the Office of Admissions. The scope of the second phase of this project will be to send applicant data from Slate into PeopleSoft CSS. This phase will go live in January 2019 and will be used for Spring 2020 applications. The project is on schedule and trending green.

Upcoming Milestones• Functional completion of Application and query creation.• Test in CSS92QNA.

Past Month’s Key Accomplishments• Completed gathering functional requirements for phase 2. • Completed development in PeopleSoft CSS. • Held Security review meeting.• Migrated development into CSS92QNA.• Functional development of Application started.

31

GREEN


2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Dec-

2

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20Initialize

Cmplt Project Planning X X X X X X X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentCmplt Perform Project Analysis X X X XCmplt Develop Scope Document X X XCmplt Create Project Design/Specifications Requirements X X X X XOn Trk Perform

Executive Sponsors Meeting Major Project Updates · Each work stream will be managed as a separate,...

Documents

Transcript of Executive Sponsors Meeting Major Project Updates · Each work stream will be managed as a separate,...