University of Florida ERP Executive Overview March 12, 2003.
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Transcript of University of Florida ERP Executive Overview March 12, 2003.
2
ERP Days to go-live
14 Days Remaining for Portal Go-Live
136 Days Remaining for EPM Go-Live
471 Days Remaining for Financials Go-Live
471 Days Remaining for HR/Payroll Go-Live
1010 Days Remaining for Students Go-Live
3
Vision Statement
The University of Florida requires 10 integrated systems University Management Vendor Relations Human Resources Payroll Asset Management Sponsored Programs Student Administration Instruction Value Chain Technical Architecture/Infrastructure Alumni and Friends
4
ERP Organizational Changes
Combine Purchasing & Accounts Payable Combine Human Resources & Payroll Combine DSR Offices A centralized ERP/PeopleSoft office
Maintain a help desk function University wide training Security maintenance installation of upgrades, fixes, compliance releases, application
maintenance, etc.
5
ERP Structure
SponsorCommittee
StakeholdersCommittee
ERP ProjectDirector
AdvisoryUser
Councils
StudentFinancialsEPM HRMS
ERP PROJECT ORGANIZATION
ProjectManagement
Office
Portal
6
UF Staffing Plan
Key UF employees from across campus moved onto the project in June 2002
Participated in the evaluation and selection of ERP vendor
PeopleSoft conference room pilot and intense training in each functional area
Recruited and Interviewed functional and technical consultants who were brought on as UF OPS positions
Bearing Point helped develop project plan and staff senior consultants in project management office, Human Resource and Finance
7
UF Employees
University Management Jim Ferrer - Associate Controller – 16 years Laura McGill - Business manager – College of Medicine – 17 yearsVendor Team Maryann Whitley - Associate Purchasing Director- 20 years Woody Christie - Associate Purchasing Director – 18 years Monica Thames Lamar - Travel Section Supervisor – 10 yearsHuman Resources Bob Willits - Associate Director of Human Resources – 28 years Steve Wing - Assistant Director of Human Resources – 17 years Rita Cowan - Director of Academic Personnel – 33 years Greg Fussell - PeopleSoft Project Lead USF – HR – 22 years Mary Alice Albritton - USF – Director of Human Resources – 20 yearsPayroll Murphy Miller - Assistant Controller/Payroll manager – 18 years Linda Orfield - Payroll Supervisor – 5 years Paul Williamson - SFCC Payroll manager – 3 yearsSponsored Programs Suzanne Sindledecker - Indirect Cost Supervisor – 15 years Pamela Scott - Post and Pre award experience- both C&G and IFAS – 13 years Dana Rechsteiner – Research Programs Coordinator – 10 years
8
UF Employees
Capital Projects Frank Green - Assistant Controller – 18 years Randy Staples - Director of Property Records – 10 yearsStudent Linda West – Associate Registrar – 15 years Elaine Stuckman - Associate Director of Financial Aid – 22 years Patti Perkins - Student Financial Services Supervisor – 25 yearsCommunications Diane Craig – The Center Supervisor – 11 yearsAuditing Anne Burt - Associate Director, Inspector General – 20 yearsTraining Juanita Reddish – 20 years Denise Hodge – 15 years Project Manager Fred Cantrell – Associate Vice President Administrative Affairs – 30 years Jennifer Snowden – Administrative Assistant – 17 years
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UF Employees
ERP Technical Warren Curry - Associate Director of Information Systems – 18 years Janice Devlin - Computer Applications Coordinator – 4 years Bryan Cooke - Computer Applications Coordinator – 3 years Christine Schoaff – Process and Standards – 1 year Sid Sachs - Senior Programmer Analyst – 18 years Lee Stevens - Computer Applications Coordinator – 8 years Carol Cobb - Computer Applications Coordinator – 12 years Jane Thomas - Computer Applications Coordinator – 17 years Chris Davis - Programmer/Analyst – 3 years VJ Rao - Senior Programmer Analyst – 2 years Stephen Solomon - Computer Applications Coordinator – 3 years
IT Infrastructure Mike Conlon - Director of Data Infrastructure - 21 years Henry Dai - 7 years Brennan Folmer - 1 year Gautam Das - 2 years Mark Palmer - 17 years Allen Rout - 6 years Matt Herring - 1 year Dave Gruber – 1 year Scooter Willis – 1 year
10
UF PeopleSoft New Hires
Rene Blum – Standard Register Company, New York Compensation Board, Lockheed Martin, Toyota, Wendy’s, Norwegian Cruise Line, Portland Metro, HealthSouth, Mapco, Quantum – FINANCIALS – 9 years
Michael Castronovo – ING, Association of Clinical Research Professionals, Williams Company, Florida Institute of Phosphate Research, Toyota Motors, American Business Products, AON Consulting, BDO Stoy Hayward, Entergy – PROJECTS – 5 years
Lee Catledge – Arthritis Foundation, USinternetworking, Budget Rent-A-Car – FINANCIALS – 7 years
Michael Corwin – Clemson University, Maryland Institute College of Art, University of Notre Dame, California State University, Columbia College, JCPenny, Blue Cross Blue Shield, Cincinnati Bell – HR, Student – 7 years
Peter Christiaans – General Motors, Lockheed Martin, Tropical Shipping, Bank One, Sunbeam, Royal Caribbean Cruises, DynCorp, Six Continents, Sunglass Hut, Boston Childrens Hospital – Human Resources – 8 years
John Eberhardt – Blue Cross Blue Shield, CSX, City of Charlotte, CSX Technologies, Barnett Bank – 9 years
Peter Eschenbach - PeopleSoft, DePaul University, University of Kansas, Medical College of Georgia, University of Wisconsin-Milwaukee, Clemson University, Vanderbilt University, Ohio State University, Fred Hutchinson Cancer Research Center
Carolyn Foster - PeopleSoft, Ohio State University, County of Riverside, California, California Department of Transportation, Virginia Department of Transportation
Bill Freeman – Vanderbilt University, Federal Express – STUDENT/HR/DBA – 6 years
11
UF PeopleSoft New Hires
Sunil Gedela – Shands HealthCare, Dynergy, Siemens Medical Systems, Amway, Metamor, BellSouth – FINANCIALS/HR – 6 years
Craig Golden – UF Foundation, Profit Recovery Group, National Geographic, HomeSide Lending, Atlanta Gas – FINANCIALS – 8 years
Tim Graham – Florida Tile, Red Lobster, Olive Garden, Watkins Motor Lines, Home Shopping Network SECURITY/ROLES – 8 years
Charles Hamilton – UF Foundation, Profit Recovery Group, Sylvan Learning Systems, National Geographic, HomeSide Lending – 7 years
Heather Harty – California State University, PeopleSoft, Northeast Wisconsin Technical College, Polytechnic University, Catholic University of America, Northwestern University – STUDENT FINANCIAL AID – 10 years
Troy Haynes – City of Cambridge, Sallie Mae, ING Group, Sylvan Learning Systems, Carey International, Aether Systems, e.Spire, Nelson Communications, Mahoning County, City of Cleveland, City of Colorado Springs, Department of Energy, New York University, St. Petersburg Junior College – FINANCIALS – 6 years
Sam Humphrey – PeopleSoft, U.S. Treasury, California State University, Wake Forrest School of Medicine, Third Millennium, Home Point, Corio, Lancaster County School Systems, North Carolina State University – WORKFLOW – 6 years
John Jiang – GoldenGate, Sallie Mae, Robert Half International, PeopleSoft, Broadvision, Versigin – DB2 Data Warehouse – 6 years
12
UF PeopleSoft New Hires
Kevin Ketts – SecureWorks, Cox Enterprises, UF Foundation, National Geographic, Profit Group – SECURITY – 6 years
Greg Marks – R.W. Baird, Intersil, State of Montana, 21st Century Insurance, City of Fremont, Ferguson Enterprises, KPMG, Eckerd, Harris Corporation, Anchor Glass – Time and Labor – 9 years
Heather Maile – New York State Workers Compensation Board, Underwriters Laboratories, General Motors, Pepsi-Cola, Bank One – Human Resources – 6 years
Louis Mead – Detroit Edison Energy, Tiffany’s, M.D. Anderson Cancer Center, PricewaterhouseCoopers, BDM/TRW, New York Public Library, Barnett Bank, Sun Glass Hut, Sports and Recreation - PAYROLL AND BENEFITS – 8 years
Robert Murphy – University of Missouri – Student Administration – 4 years Jadhu Nadarajah – Chubb Security, Xavor Corporation, Reuters Finance – PORTAL – 2 years Tami Perrielo – Fresno State, Columbia College, Duke University, University of California,
University of Missouri, Clemson University, John Hopkins University – FINANCE, HR, STUDENT -
Jason Schober - PeopleSoft, Medical College of Georgia, University of Wisconsin-Milwaukee, Clemson University, Vanderbilt University, University of Louisville, University of Utah, University System of Georgia
Lillian Selvy – Eckerd, Harvard University, Atlanta Gas and Light, Inktomi, Milwaukee Public Schools, Fairchild Semiconductor, BellSouth, Coca Cola, Barnett Bank, Norrell, Union Bank of Switzerland, British Telecom – HR Benfits, Payroll, Time & Labor – 10 years
13
UF PeopleSoft New Hires
Paula Sousa – Red Lobster, Olive Garden, Florida Tile, CHC, Peace River, Tri-County – HR Payroll, Benefits, Time & Labor – 4 years
Mark Tabor – Oklahoma State University, Watkins Trucking Line, Arthritis Foundation, Entergy, US Interneworking, E-Trade, H&R Block, AIMCO – Financials – 7 years
Rita Taylor – University of Northern Arizona, Merrill Lynch, Boston College, National Grid, Port Authority, New York Times, University of Waterloo, El Paso Energy – HR – 5 years
Jack Townsend – City of Cleveland, AON Corporation, Household Finance Corporation, New York University – FINANCIALS – 7 years
Christopher Uher – Avalon Bay Communities, Hilton Hotels, Six Continents Hotels, Exelon – FINANCIALS/HR – 5 years
Woody Wood – University of Missouri, Grumman Aerospace, Motorola, Texas Instruments, NASA, Cummings, Allied Chemical, American Red Cross, ADM – Human Resources – 5 years
14
University of Florida ERP Team
405 years of UF experience on the project 207 years of PeopleSoft experience on the
project
15
Advisory User Councils
Goals Communicate Status Solicit Advice Cross Application Integration Issues Receive PS End-user Training
AUC Contributions Future State Business process Workflow Security Reporting/Query Development User Based Training
16
Advisory User Councils Meeting Schedule
Monday Tuesday Wednesday Thursday
8:30am-10:00am open SpaceAdmissions &
RecordsVendor
Relations
10:30am-12:00 EPM IT Comm. HRMS
1:30pm-3:00pm Asset Mgmt.Student Financials Minor Projects Financial Aid
3:30pm-5:00pmSponsored
Research General Ledger Major Projects Maint. Mgmt.
17
Advisory User Council Membership
Student Financials - 20 Financial Aid - 15 Admissions Student Records - 25 HRMS - 72 Communication - 48 IT - 22 EPM - 28 Sponsored Programs - 69 Vendor Relations - 44 General Ledger - 43 Asset Management - 8 Projects - 22
18
UF Bridges Organizational Structure
Finance
Univ MgtGLA/R
TreasuryBudget
Expense Mgt
SponsoredResearch
GrantsProjects
ContractsBilling
FacilitiesAsset MgtInventory
Capital Projects
VendorA/P
PurchasingTravel
HR
HRSelf-ServiceRecruitingBenefits
Time andLabor
Communications
CommunicationsChange MgtProject Web
User SupportTraining
Help Desk
Student
RecordsUFSSFA Advising
InformationTechnology
InfrastructureSystemsDatabaseNetwork
OperationsApplicationsScheduling
TechSupport
Admissions
Project Management OfficeAlign
Set StandardsPrioritize
CoordinateResolve
Processes andStandards
Verification andValidation
BusinessProcesses
Standards andPolicies
IntegrationArchitecture and
Management
SecurityCross
ApplicationDesign
SystemIntegration
Portal EPM
ReportingModels
InformationObjects
ContentDirectory
AdministrationPayroll
Project Director
\
19
UF Bridges Matrix Structure
Project Management
Communication
Process and Standards
Integration Architectureand Management
Information Technology
Finance HR Student Portal EPM
20
UF Bridges Methodology Overview
P-A-T (Phase – Activity- Tasks)
Planning Fit/Gap Design Enhancements/Data Conversion Development Testing Training Deployment Post Implementation – Stabilization
21
UF Bridges Current Project Status
Scripted Demo’s PeopleSoft Purchase Conference Room Pilot University Implementation
Hardware Installed
Identified Current Interfaces, Feeder, Reports
Developed Project Work Plans
Continuing PeopleSoft Training Classes
Documented Current/Future Business Processes
Conducting Fit/Gap
Conducting Configuration
23
UF Bridges Key Dates
Portal - March 31, 2003 EPM – August 1, 2003 Financials - July 1, 2004 HR/Payroll - July 1, 2004 Student - July 1, 2006
24
UF Web Portal
New service for the University community A single point of entry for university information and
university work Will be available at http://my.ufl.edu Students – registration, records, course materials,
and student organization information Faculty – scholarly information and news of research
opportunities Staff – information and system access relevant to
their jobs UF home page will remain at http://www.ufl.edu