November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
Agenda Upgrade Process Timeline Key Software Changes Roles & Responsibilities Other Campus Upgrades Q & A
November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
Fit/GapPrototyping
System Testing
2nd Pass
Peoplesoft Finance
Acceptance Testing
1st Pass
3rd Pass
Training
Upgrade Process
Cleanup
Planning & Strategy
Upgrade
November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
Upgrade Process – Cleanup/Prep
Reconciliation Security Key Tasks Reporting Requirements Configuration
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Finance 8.4 Upgrade
Upgrade Process – 1st Pass Perform Upgrade Validation Fit/Gap Design Walkthroughs Development Begins
Reports Interfaces
November 14, 2003 8.4 Upgrade
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Upgrade Process – 2nd Pass
Perform Upgrade – 2nd Time Validate Perform System Test System Test Sign-off Development Continues
November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
Upgrade Process – 3rd Pass
Perform Upgrade – 3rd Time Validate Perform Acceptance Test Acceptance Test Sign-off Development Completed & Tested
November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
Upgrade Process – Final Pass
Training Materials Complete Train Operational Users 1st Quarter Closed Perform Production Upgrade Validate
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November 14, 2003 8.4 Upgrade
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Upgrade TimelineActivity Start Date End Date
First Upgrade 01/05/04 02/01/04
Fit/Gap Analysis 02/09/04 06/04/04
Development 04/01/04 09/01/04
2nd Upgrade 07/01/04 07/31/04
System Test 08/01/04 08/20/04
3rd Upgrade 08/23/04 09/03/04
Acceptance Test 09/06/04 09/23/04
Production Upgrade - GL/AP/PO
10/04/04 10/10/04
November 14, 2003 8.4 Upgrade
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AM, AR/BI TimelineActivity Start Date End Date
Finalize Configuration 11/01/04 12/31/04
System Test 02/01/05 02/20/05
Acceptance Test 03/01/05 03/22/05
Training 03/15/05 04/30/05
Go Live – AM, AR/BI 04/01/05 04/01/05
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November 14, 2003 8.4 Upgrade
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Roles & ResponsibilitiesFunctional Consultant
Responsibilities Include: Assisting in the preparation for all fit/gap sessions. Assisting in data preparation & clean-up steps prior to the start of the
upgrade. Leading all fit/gap sessions. Assisting with the completion of all fit/gap documentation. Defining all report & interface requirements. Assisting with the completion of all test plans & test scripts. Assisting with the system and acceptance tests. Resolving all system & acceptance test issues. Assisting with the completion of all end-user training materials. Assisting with the delivery of end-user training. Defining security requirements. Completing system configuration. Providing post-implementation support.
November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
Roles & ResponsibilitiesApplication Leads:
Responsible for AP, PO, GL, CDIP functional tasks
Responsibilities Include: Participating in the appropriate fit/gap session(s) including the
integration session. Approving the appropriate test scripts for the system and acceptance
tests. Participating in the system and acceptance tests. Retesting errors that occur during the test cycles. Validating the operational training materials. Conducting operational training. Becoming proficient with version 8.4 by the start of the system test. Completing upgrade reconciliation efforts.
November 14, 2003 8.4 Upgrade
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Roles & ResponsibilitiesCDIP Application Lead:
Must have the following skills
Skill-set: Detailed knowledge of FIRMS reporting requirements. Knowledge of NACUBO rules and regulations. Legal Edit knowledge. GAAP knowledge. Understanding of CO ChartField definitions, values and associated
attributes.
November 14, 2003 8.4 Upgrade
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Roles & ResponsibilitiesTechnical Lead / Consultant
Responsibilities Include: Coordinating the receipt of new 8.4 baseline instances. Completing 3 test upgrades plus the production upgrade to
version 8.4. Completing development of all required 8.4 reports and
interfaces. Implementing all security requirements. Debugging technical issues that arise during the test cycles. Providing technical training as needed. Resolving all test issues. Coordinating the cutover to production.
November 14, 2003 8.4 Upgrade
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November 14, 2003 8.4 Upgrade
Finance 8.4 Upgrade
Key Software Changes Web Interface No more PO Accounting Lines KK Ledgers New and Improved On-line Inquiries CDIP modification Added Security Features
November 14, 2003 8.4 Upgrade
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November 14, 2003 8.4 Upgrade
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FIS 8.4 Campus Projects
RED UPGRADEBLUE IMPLEMENTATIONS
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