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
Analyze, Design, & Development
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
CmpltProject Kick-OffX
Analyze, Design, & Development
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
CmpltProject PlanningXX
CmpltDevelop Scope DocumentXX
CmpltProject Kick-OffX
Analyze, Design, & Development
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Analyze, Design, & Development
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Beginning (Sunday Date) Jun-
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
CmpltProject Kick-OffX
Analyze, Design, & Development
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Beginning (Sunday Date) 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
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
Analyze, Design, & Development
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
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&"Arial,Regular"&9Last Updated: &D &TPage &P
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
.
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&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Analyze, Design, & Development
CmpltCreate Project Design/Specifications RequirementsXXX
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
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&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Beginning (Sunday Date) 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
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
Analyze, Design, & Development
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Cmplt Project Planning X XCmplt Project Kick-Off X
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
CmpltProject PlanningXX
CmpltProject Kick-OffX
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
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&"Arial,Regular"&9Last Updated: &D &TPage &P
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
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
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
CmpltProject Kick-OffX
Analyze, Design, & Development
CmpltPerform Project AnalysisXX
CmpltDevelop Scope DocumentXX
CmpltCreate Project Design/Specifications RequirementsXXX
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
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&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Number 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 49Initialize
Cmplt Project PlanningCmplt Project Kick-Off
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
CmpltProject Kick-OffX
Analyze, Design, & Development
CmpltPerform Project AnalysisXXXX
CmpltDevelop Scope DocumentXX
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
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&"Arial,Regular"&9Last Updated: &D &TPage &P
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
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
Week Number 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 PlanningCmplt Project Kick-Off
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
CmpltProject Kick-OffX
Analyze, Design, & Development
CmpltPerform Project AnalysisXXXXXX
CmpltCreate Project CharterXXXXXX
CmpltCreate Project Design / Functional SpecificationsXXXXXXXXXX
CmpltPerform Development / Unit TestingXXXXXXXXXXXXXXXXX
CmpltPerform Development Rework from User TestingXXXXXXXXXXXXXXXXXX
Test
CmpltCreate Test Schedule/CyclesX
CmpltCreate Test ScriptsX
CmpltPerform User TestingXXXXXXXXXXXXXXXXXXXXXXXXXXX
CmpltPerform Issue Resolution & TrackingXXXXXXXXXXXXXXXXXXXXXXXXXXX
Implement
Nt StrtdCreate Go-Live PlanX
Nt StrtdImplement Go-Live Plan«
Nt StrtdUpdate KnowledgebaseX
Week Number: 43
&G
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Analyze, Design, & Development
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Beginning (Sunday Date) 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 2 3 4 5 6 7 8 9 10 11Initialize
Cmplt Project Planning 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 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
CmpltProject PlanningXX
CmpltProject Kick-OffX
Analyze, Design, & Development
CmpltPerform Project AnalysisXX
CmpltDevelop Scope DocumentXX
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Initialize and Design
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Beginning (Sunday Date) 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 11Initialize
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
CmpltProject Kick-OffX
Analyze, Design, & Development
CmpltPerform Project AnalysisXX
CmpltDevelop Scope DocumentXX
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 StrtdImplement Go-Live PlanX
Nt StrtdMigrate to ProductionX
Nt StrtdUpdate Knowledgebase«
Week Number: 5
&G
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Beginning (Sunday Date) 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 11Initialize
Cmplt Project Planning X XCmplt Project Kick-Off X
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
CmpltProject PlanningXX
CmpltProject Kick-OffX
Analyze, Design, & Development
CmpltPerform Project AnalysisX
CmpltDevelop Scope DocumentX
CmpltCreate Project Design/Specifications RequirementsX
CmpltPerform DevelopmentXX
Test
CmpltCreate Test Schedule/CyclesX
CmpltCreate Test ScriptsX
At RskPerform TestingXXXX
At RskPerform Issue Resolution & TrackingXXXX
Implement
Nt StrtdCreate Go-Live PlanX
Nt StrtdPerform Communications to campusX
Nt StrtdImplement Go-Live PlanX
Nt StrtdUpdate Knowledgebase«
Week Number: 7
&G
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Beginning (Sunday Date) 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
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
CmpltProject Kick-OffX
CmpltStatement of Work - Integration (By Adaptive Insights)XXX
CmpltCreate Project CharterXX
Analyze, Design, & Development
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
Week Beginning (Sunday Date) Jul-2
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
Initialize and Design
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
&"Arial,Regular"&9Last Updated: &D &TPage &P
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
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
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
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