UTShare PeopleSoft Project Financial Management Services (FMS) Update
July 21, 2011
UTShare Vision
UTShare will provide access to accurate, timely, and relevant information while using recognized leading business practices
• Partnering to create a unified HR and Finance solution
• Gaining cost efficiencies through economies of scale
• Streamlining business processes to improve service delivery
• Providing access to information to facilitate decision making
UTShare: Solutions to Support Unlimited Possibilities
UTShare PeopleSoft Project Website
UTShare Website: www.utsa.edu/utshare
UTShare Timeline
UTShare Project Team
UTShare Goals & Objectives
For Questions E-mail: [email protected]
The Number Game
AS-IS Business Process Documented over 300 AS-IS FMS business
processes including the following areas:
• Asset Management
• Travel and Expense
• Project Costing
• Accounts Receivable
• Disbursements
• Purchase Orders
• Grants and Contracts
• Budget
• Payroll
• General Ledger
What is an IDP Session?Interactive Design & Prototyping (IDP): Group sessions that focus on FinancialManagement Services (FMS), Human Capital Management (HCM) and Grants PeopleSoft modules to:
• Review current business requirements• Demonstrate PeopleSoft functionality• Discuss, validate and design future business processes via
conceptualized and prototyped system• Identify and create an inventory checklist (i.e. data conversion,
interfaces, reporting requirements and security)• Involves users immediately by putting their knowledge of their
institution’s business functions to work
Completed the IDP Questionnaires for each module
Attended the following IDP Sessions:• Chart of Accounts• General Ledger• Purchasing• Accounts Payable• Commitment Accounting
Interactive Design & Prototyping (IDP) for FMS
UT Share Timeline
UTSA Upcoming Activities (Next 3 months)
Analysis & Design PhaseContinue attending IDP Sessions:
• Grants• Asset Management• Commitment Control• Project Costing• Treasury (Cash Management)• Accounts Receivable
Analysis & Design PhaseBegin Conversion Planning
Identify Interfaces/Reports
UTSA Upcoming Activities (Next 3 months)
When Are We Going to Engage UTSA Departments?
There might be some touch points where Module Leads contact departments to clarify some business processes during the analysis and design phase
During configuration, testing and training
To participate in focus groups
Questions?
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