presentation 1 erp life cycle cindy hoalcraft andy clark

ERP Life Cycle

Through Implementation& Beyond

PeopleSoft Products at SU

Human Resources/Student

Administration (HRSA)

Accounts Payable/Purchasing

(APPO)

Financials (General Ledger)

Portal

HRSA Implementation Timeline

1999 2000 2001 2002 2003 2004

October 98Campus

Community

July 99Student Records

(Registrar)

October 99Recruitment

& Admissions

July 00Human Resources

& Payroll

September 01Financial Aid

May 02Student Financials

(Bursar)

September 04UPGRADE TO VER 8.0

May 00UPGRADE TO VER 7.6

September 04Portal

Project Teams

Project Manager Steering Committee Functional Business Analysts (FBA) Developers Technical Support (centralized) Consultants

Project lifecycle

Requirements gathering

Fit-gap analysis

Analysis of interfaces

Prototyping and Development

Testing and Implementation

Celebrate Implementation!

Hooray,

we’re

done!

Nice job, everybody

!

Patches and Fixes

Establish a schedule

Develop analysis methodology

Develop regression testing protocols

Create procedure for problem resolution

Maintain a relationship with the vendor

Time to UPGRADE! Reorganize implementation

teams Phases

Startup Discovery Plan Prototype & Develop Test & Train Implement Close

ERP Sponsorship

Upgrades (& system support)

Project Prioritization

Changing landscape

Old Oracle / PeopleSoft Support Team Structure

HRSA Council

HRSA Core

ViceChancellor

SeniorVP

SeniorVP

SeniorVPDirector CIO

UGAD

GEMC

UC

FinAid

Registrar

Law

Schools& Colleges

HR Payroll

Bursar

Budget SCIS

Dean

Dean

VPEM

VPUGS

Compt

CMSExec DirEPS

IS SIS

CCIT

Mgr

ITMgr

ITMgr

EIP

Functional

IT &Process

Project sponsor(s

)

CIO

ERP SystemsDirector

Chief Process

Architect

ERP ProjectLeader

SA Team Manager

HR Team Manager

Tech Team Manager

Fin Team Manager

Module Specialist

Developer / Analysts

Technical Team members

Functional Area ERP Directors

Module Specialist

Developer / Analysts

Module Specialist

Developer / Analysts

Exec Steering

Committee

New Oracle / PeopleSoft Support Team Structure

EIP review process

1. Framework

2. Presented 3. Discussed4. Scored

6. Ranked 7. Examined8. Considered

5. Repeated

Changing landscape “Oracle’s acquisition of PeopleSoft is not the dawn of

a scary new era for CIOs; it’s the twilight of the old ERP age. It may also be an opportunity to create an ERP future that adds value, not cost to your business”1

1. Figure out where you’re at

2. What to do next

3. What lies ahead

1 Berinato, Scott (2005) The Post-PeopleSoft Landscape and the Future of ERP, CIO, June 1, 2005

Upgrade lifecycle

Jan 06 Apr 06 Jul 06 Oct 06 Jan 07 Apr 07 Jul 07 Oct 07 Jan 08 Apr 08 Jul 08 Oct 08

Oct 05 - Feb 06Pre-UpgradeInvestigatePre-Plan

Feb 06 - Sep 07Upgrade

ExecuteImplement

Oct 07 - Oct 09Post-UpgradeNew projects!

Questions?

Cindy HoalcraftSenior Process

AnalystClhoalcr@syr.edu

Andy ClarkChief Process

ArchitectAjclark@syr.edu