erp at uf peoplesoft and the data center. what is erp? the uf enterprise resource planning project...
Post on 18-Dec-2015
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What is ERP?
The UF Enterprise Resource Planning Project is a multi-year effort to improve UF business processes. The project will implement an ERP computing system from PeopleSoft (www.peoplesoft.com) to provide integrated real-time information using common tools across a wide-range of university activities.
ERP systems provide web-based, real-time access to work processes and information.
Why is UF doing this?
Most major universities have already implemented ERP systems and business process changes to improve services and benefit from real-time information. With the changes in university governance in Florida, existing administrative systems provided by the state and used by UF must be replaced.
Who is doing this?
Fred Cantrell is the UF ERP Project Manager. UF is working with Florida State University (Russ Henderson, Project Manager) and Florida Agricultural and Mechanical University (Beverly Barrington, Project Manager) as a consortium to obtain savings on licenses, maintenance and implementation costs.
Mike Conlon is coordinating the IT efforts related to ERP.
The Data Center will be hosting the UF ERP system.
How will the work be done?
Each university has ten project teams and a project manager. Each school has a vision team to provide project oversight. Final decisions are made by the vice presidents for finance and administration of the three schools.
The ten project teams are University Management, Payroll, Human Resources, Vendor Relationships, Sponsored Research, Property and Facilities, Students, Technical Architecture, IT Infrastructure and User Training and Communication.
Technical Architecture
Technical architecture is concerned with design and implementation of processes and data structures for development and data management involving the ERP
Warren Curry ([email protected]) is the consortium team leader for technical architecture
Team members include Mike Conlon, Scooter Willis, Janice Devlin, Bryan Cooke, Matt Herring, TBAs
IT Infrastructure
IT Infrastructure is concerned with the hosting of the ERP system, including hardware, software, staffing, training, processes leading to scalability, high availability, survivability, throughput.
Mike Conlon ([email protected]) is the consortium team leader for IT Infrastructure.
Infrastructure team members include John Bevis, Steve Ware, Andy Olivenbaum, Dick Elnicke, Warren Curry, TBAs.
UF in a Nutshell
Full-time employees 13,000
Faculty 4,000
Temporary Employees 13,000
Undergraduate Students 35,000
Graduate Students 12,000
Annual new hires 7,500
Campus acreage 2,000
Campus buildings 800
Administrative units 400
Colleges 23
Academic departments 125
Annual expenditures $1857 M
HSC $605 M
E&G $571 M
Student Aid $238 M
IFAS $204 M
Auxiliaries $190 M
Athletics $44 M
Student Government $4 M
Endowment $635 M
UF Vision Statement
1. UF requires 10 systems and 10 system integrations
2. The UF standard user interface is the ERP system’s web portal
3. UF self-serve transactions and financial transactions are processed by the ERP system.
4. The UF master databases are maintained by the ERP system
5. The UF numbering schema is the ERP system’s numbering schema
UF Vision Statement, Part 2
6. The UF data dictionary is the ERP system’s data dictionary
7. UF will eliminate the use of printed reports for management information
8. UF is to be self-sufficient in providing user training and maintaining the ERP system
9. UF will adopt the ERP system’s configuration tool set
10. UF will continue to support the Northeast Regional Data Center
Scope – ITN
A. This Invitation to Negotiate (ITN) invites qualified Proposers to submit proposals for providing the following products and services to the universities: Comprehensive computer systems to support the University's Financial, Budgeting, Purchasing, Human Resource, and Student Management functions.
B. Appropriate and complimentary data warehousing, query, reporting, OLAP and decision support tools.
C. Integrated system administration facilities including navigation, security, workflow processing, auditing and job scheduling and interfacing to other university systems
D. Comprehensive management, user and technical training on these systems, tools and facilities.
E. Ongoing technical support for these systems, tools and facilities.F. Ongoing software maintenance and upgrades of these systems, tools and facilities.G. Comprehensive and complete documentation for these systems, tools and facilities. H. The option of offering either an ORACLE or DB2 relational database management
system server software, application development and administrative tools adequate for the support of these systems in an environment of the size, complexity and user base of the universities
Scope – Functionality
New accounting processes inc budget, treasury New personnel processes inc hiring, classification, training,
payroll New purchasing methods New student services inc registration, records, financial aid New facilities, inventory and capital projects processes New sponsored research processes inc pre-award, post-award New personalized portal access to all services New institutional data stores for reporting and decision support New processes for securing access to applications and data New methods for providing and maintaining software and
infrastructure
Scope – Organizations
All UF Colleges, departments, admin units, auxiliaries
UF Foundation UF Physicians UF Athletic Association Other DSOs
Project History
2001 state announces intention to discontinue state-wide SUS systems
Mid-2001 – UF begins ERP planning Feb 2002 – Vision Team formed March 2002 – Functional teams formed,
implementation objectives, ITN issued July 2002 – Scripted demos August 2002 – PeopleSoft chosen September 2002 – Conference room pilot in
Tallahassee
Project Organization
School project leaders (UF – Fred Cantrell, FSU -- Russ Henderson, FAMU – Beverly Barrington)
Schools have vision teams to make decisions regarding strategy
School VPs of Finance and Admin (UF – Ed Poppell) have final decision-making authority
Project consultant – Al Enzweiler (www.enzweiler.com)
Tentative Project Timeline – Next 7 Years
2001 Vision; Commitment 2002 Product selection; Development/Infrastructure 2003 Portal go-live; Facilities go-live; Version
upgrade 2004 Sponsored Research; Financial go-live 2005 HRMS go-live; Payroll go-live 2006 Purchasing go-live; Student go-live 2007 Version upgrade
Project Timeline – Next 7 Weeks
Conference room Pilot Questions to Vision Team Vision team meets Sept 26 Contract with PeopleSoft Infrastructure partnering decisions Begin foundation implementation
ApplicationServer
Web Servers
TUXEDO
RDBMSServer
SQL
ServicesServices
App MessagingApp MessagingProcessorProcessor
App MessagingApp MessagingProcessorProcessor
QueryQueryProcessorProcessor
QueryQueryProcessorProcessor
ComponentComponentProcessorProcessor
ComponentComponentProcessorProcessor
Bus InterlinkBus InterlinkProcessorProcessor
Bus InterlinkBus InterlinkProcessorProcessor
User InterfaceUser InterfaceGeneratorGenerator
User InterfaceUser InterfaceGeneratorGenerator
ProcessProcessschedulerschedulerProcessProcess
schedulerscheduler
PortalPortalProcessorProcessor
PortalPortalProcessorProcessor
SecuritySecurityManagerManagerSecuritySecurityManagerManager
ApplicationApplicationEngineEngine
ApplicationApplicationEngineEngine
ApplicationServers
TUXEDO
SQL
RDBMSInstance
RDBMSInstance
ApplicationApplicationData TablesData TablesApplicationApplicationData TablesData Tables
ApplicationApplicationMeta dataMeta data
ApplicationApplicationMeta dataMeta data
PortalPortalRegistryRegistryPortalPortal
RegistryRegistry
BatchProcesses
BatchProcesses
ProcessProcessSchedulerScheduler
ServerServer
ProcessProcessSchedulerScheduler
ServerServer
JavaServlets
JavaServlets
PortalPortalServletServletPortalPortalServletServlet
PresentationPresentationRelay ServletRelay ServletPresentationPresentationRelay ServletRelay Servlet
IntegrationIntegrationRelay ServletRelay ServletIntegrationIntegration
Relay ServletRelay Servlet
Enterprise Directory
Enterprise Directory
LDAPLDAP
PeopleSoft Internet Architecture
PortalPortalProcessorProcessor
PortalPortalProcessorProcessor
PortalPortalRegistryRegistryPortalPortal
RegistryRegistry
HTMLHTML
HTTPHTTP
ProcessesProcesses
OtherServices
OtherServices
SearchSearchServicesServicesSearchSearch
ServicesServices
SecuritySecurityManagerManagerSecuritySecurityManagerManager
WebBrowser
PS 8
ExternalSystem
Wireless
Enterprise Warehouse Access
Flat File
ExternalData
ERP
Curr DW
DataSource
s ODS
Staging
Reporting
StudentStudent
Data Warehouse
EmployeeEmployee
FinanceFinance
SupplierSupplier
Industry Industry DataData
Enriched Enriched DataData
Data Marts
Data Mart 1
Data Mart n
Metadata
PeopleTools
Enterprise Performance Management (EPM)
IT Infrastructure Objectives
Standard personal productivity tools aligned with ERP system Standard messaging system aligned with ERP system Standard multi-dimensional database management system and
relational database management system aligned with ERP system Standard desktop hardware and operating systems aligned with ERP
system Standard server hardware and operating systems aligned with ERP
system Standard network hardware and operating systems aligned with ERP
system 99.999% IT infrastructure uptime
Least total cost of IT infrastructure ownership
Infrastructure Design Principles
High functionality throughout High availability High throughput High survivability High security Plan for upgrades, maintenance and the unexpected Consistent approach to development, deployment, operations and support Strong relations w/ PeopleSoft and infrastructure vendors Strong relations with consortium members UF will own and operate its infrastructure Costs – hardware, software, personnel, training, other – in keeping with
the principles
Infrastructure Design – Process
Select infrastructure partners Select infrastructure design partners Plan infrastructure deployment including
sizing Organize for the work Acquire infrastructure components Deploy according to principles Resize as needed
Infrastructure Design – Related Systems
Kerberos Web mail Web calendar LDAP Active Directory NDS Course Management Facility Center Many others
A Note About LDAP
UF Enterprise LDAP will be a critical component of the production ERP system
PeopleSoft provides mapping and synching capability (Campus Directory Interface) between PeopleSoft people databases and LDAP
Role-based security will be used throughout the ERP and UF
Project timeline -- Next 7 months
Sep, ’02 -- Conference room pilot Oct ‘02 – Contract, training begins Nov ‘02 – Active Directory on-line;
Development environments on-line Dec ‘02 – Directory services conversions Jan ‘03 – Production portal assembly Feb ‘03 – Production portal shakedown Mar ‘03 – Production portal go-live