hennepin county’s fluid story - quest oracle community · financial functional staff • 28 +...
TRANSCRIPT
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Pam Dymoke & Edgar OgechiWednesday, July 18th 9:45am
Hennepin County’s Fluid Story
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Who are we?Pam Dymoke• Manager of
Financial Functional Staff
• 28 + years of experience at Hennepin
Edgar Ogechi• Project Manager• 10+ years of
Project Mgmtexperience
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Agenda
1. Hennepin County Overview2. Planning - Project Management3. Design4. Implementation-Demo
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Hennepin County, MNThe mission of Hennepin County is to enhance the health, safety and quality of life of our residents and communities in a respectful, efficient and fiscally responsible way.
• Governed by 7-Member Elected Board
• 5 Lines of BusinessCounty AdminOperationsHealth and Human ServicesPublic SafetyPublic Works
• Office of Budget and Finance reports directly to County Administrator
• Within OBF – the APEX Division supports the maintenance and enhancement of PeopleSoft and the Point of Sale Programs
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Hennepin County, MN PeopleSoft Environment• 9.2 HCM Image 26• 9.2 ELM• 9.2 FSCM Image 27• Interaction Hub/Portal 5• Tools 8.55.21• Over 9000 employees• Use PHIRE for Change Management• Use PTF – current project
Finance Modules:• AP• AR• Billing• ePro• Expenses• GL• KK• Grants• Customer Contracts• Supplier Contracts• Supplier Portal• Strategic Sourcing• Project Costing• Treasury• Cash Mgmt
HCM Modules:• Time & Labor• Benefits/Leave• HR• ELM• Payroll• ePerformance• Position Mgmt
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Goals of our Project
1. Upgrade to Tools 8.55 for all pillars (HCM, ELM, FSCM) in a short timeframe
2. Improve our user experience3. Provide a consistent look and feel for all users of the
system4. Train/educate as needed
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Out with the old….
Several tabs containing lots of pagelets
Difficult to find what you were looking for
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in with the new…..
Simple
Clean
Intuitive
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Out with the old….
Link to FSCM from our old portal
Links everywhere
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in with the new…..
• Homepages are designed around business function
• Easy to navigate
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Project Management
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What was our process?• Held usability sessions
o From the HCM/ELM perspective - 4 users from the entire countyo From the Financial users perspective – 3 users from each moduleo JAWS users – 7 users feedback
• Employees were portal focused with HCM vs FSCM were menu driven
o Shift and lift Employee and Manager homepages
oCreated homepages for each financial business function
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Project Plan – key milestones• Scope
o Fit Gap
• New Portal and People Tools Usabilityo Fluid conversion and portal design
• Finance homepages built• Stage Environment
o Mock 1o Mock 2
• Productiono GO-LIVE Validation
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SharePoint Issue Log
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Top Issues • Managing high volume of Content Reference (CREF) objects
o Homepages, Tiles, etc.o PHIRE impact and chasing of changes
• Learning how Fluid Unified Navigation works with a portalo Log into Portal but you see FSCM, HCM homepages automatically.o Integration Broker is down, where are my homepages?
• Environmental issues. STG different from TST etc.• Customization of tile images • Communication countywide. Online training materials had to change. • Navigation was harder for power users – Breadcrumbs and favorites• Project extension impacted other projects (OE/Tax Update)
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Wins
• Personalization allowing users to set up their own homepages
• Users discovered they had access to important information they didn’t know before
• Little training required
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Communication Plan
• All manager communication via email 2 weeks prior to go live
• Countywide email 1 week prior to go live• Updated our SharePoint site and the login page 1 week
prior• Countywide email day of new system being live
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Video shared with all employees
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Interesting facts2,219 Tiles were
added by staff to their homepages
461 Staff personalized their
homepages
70% of tiles were added to “My Homepage”
99%
1%
Homepages
My HomepageNew Homepage
31%
69%
Tiles added to homepages
Navigational Tilecreated by userDelivered Tile
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Training
• Videos
• Quick Guides
• Awareness Sessions• Finance delivered “What is happening” sessions a couple weeks prior to go
live- well attended
• Training Workshops• Any employee as well as Finance specific workshops held to work hands on
with users to personalize homepages.
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Design Methodology
• Each functional analyst (7) interviewed a handful of users• Focused on business process• Each analyst designed their homepage, tiles, and
navigation collections with the goal of a consistent look and feel
• Tile images• External links• Naming• Security
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This page was designed with the general finance user in mind.It provides access to key components and reference materials.
In our design, we focused on consistency, for example:• Use of “i” for Informational
resources• Images like chart/graph for
Reporting
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Navigation Collections:• Use of folders• External links• Internal links• Email to our
service center
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Organizing tiles with folders
Focus on ease of finding tiles
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Demo
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Portal Governance Team
• Developed a team to provide guidance in our new portal/fluid environment
• Established roles• Established Best Practices• Created training/reference material for developers and
functionals
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What are we doing now?
• FSCM Image 27 get current• Evaluated all delivered homepages and tiles and determined
which ones we would use on our existing homepages• Page & Field Configurator• Event Mapping• Fluid Payment Request Center implementation• Evaluating eBilling
• HCM Image 26 get current• Technical update, evaluating a few delivered tiles
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Please complete a session evaluation
Session ID: 100020
Contact Info:[email protected] or [email protected]
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Hennepin County’s Fluid StoryWho are we?AgendaHennepin County, MNHennepin County, MN �PeopleSoft EnvironmentGoals of our ProjectOut with the old….in with the new…..Out with the old….in with the new…..Project ManagementWhat was our process?Project Plan – key milestonesSharePoint Issue LogSlide Number 15Top Issues WinsCommunication PlanVideo shared with all employeesInteresting factsTrainingDesign MethodologySlide Number 23Slide Number 24Slide Number 25DemoPortal Governance TeamWhat are we doing now?Please complete a session evaluationSlide Number 30