UCPath ImplementationUpdate

June 2013

UCPath Implementation Planning

UCPath UCOP Project Structure

UCPath UCOP Production Support Workstreams in Progress

• Vendor Management – Bob Baum• UCPC Support Integration – Carrie Gatlin Juna LaMay• Incident Management – Gary Keith• Release Management – Wayne Templeton• Change Management – Pamela Sampson-Smith• Technical Access Management – Carrie Gatlin• Service Design – Tara Brant• Staffing – ITS Sr. Management Team

Wave 2 Implementation Planning

• Formal wave 2/3 implementation kick-off took place May 15th 2013

• Local UCD planning and resourcing has started for campus and UCDHS

• All locations have requested UCOP for UCPath sandbox to help with local process analysis and implementation planning

Workstream

Interface Development

Data Conversion and Cleanup

ODS, Local Reporting, Tier n

Business Process Alignment

Application Security and UCPath Access

Identity Management (IDM)

TAM & E-Per

Change Management

Communications

Training

Testing

The work in front of us…

Interface Development

LocationTier1

UCPathLocation

ODS

Inbound flow

Outbound flow

Nightly Incremental

Interface groups– General– Time and Attendance– Parking– SIS/Work study

– Commitment Accounting– Base– IDM– 3rd Party

Interface Development

Workstream Kickoff

Workstream Kickoff

Local Workstream effort begins

Local Workstream effort begins

Site Specific Q&A

Sessions

Site Specific Q&A

Sessions

On-going Mentoring &

Support

On-going Mentoring &

Support

Attendees

Functional and Technical Owners

Detail Interface

Walkthrough

Detail Interface

WalkthroughLocal PrepLocal Prep

Multi-Site Webinar

Multi-Site Webinar

Local workLocal work

1-on-1 UCPath/Locatio

n

1-on-1 UCPath/Locatio

n

Color Key:

Site Specific Interface

Walkthrough

Site Specific Interface

Walkthrough

Follow-up Interface

Walkthrough

Follow-up Interface

Walkthrough

Common Challenges

Update

Common Challenges

Update

Interface Development Activites

– Step 1: Identify Interface Functional and Technical Owners

– Step 2: Assemble Local Interface Inventory and Data Dependencies

– Step 3: Assess Applicability/Availability of Reusable Code

– Step 4: Evaluate ODS vs. Tier-1 Outbound Interface Options

• Tier-1 Interface Files

• ODS/Local Data Warehouse

– Step 5: Review UCPath Functional and Technical Designs

– Step 6: Attend the Tier-1 Interface Design Walkthroughs

– Step 7: Create Schedule for Interface Development

Interface Development

UCPath Implementation Timeline

Application Design & Dev & Location Dev Support (Incl TAM)

Apr-13 Jul-13 Oct-13 Jan-14 Apr-14 Jul-14 Oct-14 Jan-15 Apr-15 Jul-15

Go Live

Support

Application Design & Dev & Location Dev Support Go Live

Support

Wave 2

Wave 3

UCD Interface Development Team

Design, develop & unit test inbound/outbound interfaces and existing applications

Lead: Anantha KadurUCDHS: Mangesh Kamble Team Members:Jeremy Dalbeck, Nancy Wilson, Cindy Jones, Debra Henn, Jonathan Keller, Susan M Moore, Irene Horgan-Thompson, Linda Durst, Penny Knutson, Jacqueline Velasquez Marion Randall, Curtis Bray, Tom Poage, Jamila Sahakian, Henry Xiang, Alex Alfieri, Pari Velji, Brian Waechter, Tim Olesen Brad Harding, Eric Rothgarn, Nathan Affleck, Luci M. SchmidlUCDHS Team: Fanny Tung, Michael Marchant, Jonathan OpieJoAnna Askew-Hill, Cecilia Labrado, Sharon Huckfeldt, Drew Pokorney, Ann Steele, Elisabeth Lippuner, Wanda Brown, Carol Shimada, Susana Lee

Data Conversion and Cleansing

Location

Data Conversion and Cleansing

Workstream Kickoff

Workstream Kickoff

Local Workstream effort begins

Local Workstream effort begins

Site Specific Q&A

Sessions

Site Specific Q&A

Sessions

On-going Mentoring &

Support

On-going Mentoring &

Support

Attendees

Functional and Technical Owners

Detail ActivityWalkthrough*Detail ActivityWalkthrough*Local PrepLocal Prep

Multi-Site WebinarMulti-Site Webinar

Local workLocal work

1-on-1 UCPath/Location

1-on-1 UCPath/Location

Color Key:

Site Specific Activity (non-PPS

data) Walkthrough

Site Specific Activity (non-PPS

data) Walkthrough

Follow-up Activity

Walkthrough

Follow-up Activity

Walkthrough

Common Challenges

Update

Common Challenges

Update

Data Conversion and Cleansing

• Activities– Step 1: Local Preparation- Identify Data

Conversion/Cleanup Contacts– Step 2: PPS Data Cleanup Activities– Step 3: Gather Non-PPS Data– Step 4: Perform GAP Analysis on Existing Staging Table

Layouts– Step 5: Define and Review Key Data Sets Required for

UCPath– Step 6: Copy Local PPS Instance– Step 7: Identify Test/Validation Population– Step 8: Validation Activities

Step 2: Data Cleanup Requirements

Data Cleansing Includes:•Eliminating unnecessary data records •Merging duplicated data •Identifying and correcting inaccurate or missing data •Reformatting and standardizing data so that it can be converted •Gathering information that does not exist in any legacy system but is required in UCPath

Step 3: Gathering Non-PPS Data

• Absence Mgt Balances • Department Budget * • Direct Deposit Bank * • Direct Deposit * • Emergency Contacts • Encumbrance * • Garnishment * • Garnishment Vendor * • Reports To* • IDM • Profile Degrees • Profile Licenses • AD&D Dependents * These data elements are more complex to complete

Step 5: Define & Review Key Data Sets

• Provide Department Tree Information

• Provide and Review “Reports To” Information

• Review Pay Groups

• Review DOS Code Mapping

• Review Salary Plans

Data Conversion and Cleansing

UCD Data Conversion Team

Work closely with UCOP PMO to plan, execute and test the conversion and migration of campus data to from PPS to UCPath.

Lead: Anantha KadurUCDHS: Drew PokorneyTeam Members: Elizabeth Ehnat, Mary Ann Beall, Cindy Jones, Kathy Stuhr, Theresa Schumacher, Bobbie Lasky, Gee Lee, Linda DurstUCDHS Team: Misti Lang , Sharon Huckfeldt, Janette Manuel, JoAnna Askew-Hill, Cecilia Labrado, Terri Maddera, Fanny Tung, Mangesh Kamble

ODS, Local Reporting and Tier n

Operational Reports

Audit Reports

UCPath Inquiry Screens

HR Analytical Reporting

Location Data Warehouse

Location ODS

Location Reporting Data

Oracle HCM

HR Analytics

UCPath System

Location

Tier nanalysis

ODS Development and Local Reporting

ODS, Local Reporting and Tier n

• Activities– Step 1: Prepare Local ODS Team– Step 2: Identify Local Reporting and Tier-n Data

Requirements– Step 3: Review ODS Design Documentation– Step 4: Schedule Site Specific Q&A Sessions– Step 5: Determine ODS Report Development

Approach

UCD expects to collaborate with other locations to reduce any duplication of efforts.

Identity Management (IDM)

• Activities– Step 1: Upgrade and Configure Shibboleth– Step 2: Provide Test Accounts – Step 3: Accept/Generate Test Messages and

Responses– Step 4: Modify Internal Systems– Step 5: Support Two-Way SSL-protected SOA

Endpoints for Message Receipt and Sending– Step 6: Provide Conversion Data to UCPath– Step 7: Perform Local Data Conversion– Step 8: Testing

Workstream Started

Interface Development Wave 2 kick-off June 6th; UCD: In Planning

Data Conversion and Cleanup Wave 2 kick-off June 4th; UCD: In Planning

ODS, Local Reporting, Tier n UCD: In Planning UCD: Recruiting for lead/analyst

Business Process Alignment UCOP kick-off Sept ‘13

Application Security and UCPath Access UCOP Status: In Planning

Identity Management (IDM) UCD: In Planning; Recruiting

TAM & E-Per UCOP Status: In PlanningUCD: Recruiting for lead/analyst

Change Management & Communication UCOP kick-off July/August ’13UCD: Recruiting for lead

Training UCOP kick-off Sept ‘13

Testing UCOP Status: In Planning

The work in front of us…