PEOPLESOFT APPLICATION ROAD MAP PROJECTTHE WAY FORWARD

Phase 2The HABIT Program

HCM Automation and Business Information Transformation Program

September 18, 2014

AgendaSummary of The Program Program TimelineProgram Updates

HCM 9.2 UpgradeBusiness Automation Guest AccessEnterprise Reporting Update

Falcon Info – STARS Data Warehouse Update

PDF Paycheck OverviewQuestions

2

THE PROGRAM

Business AutomationMike Hachtel - PM

Guest AccessRich Kasch - PM

HCM 9.2 UpgradeMargo Kammeyer - PM

Enterprise ReportingSteve Letzring - PM

Program Workstreams

4

PROGRAM TIMELINE

Delivery Timeline June July August September October November December January February March April May

2015

Support

Train

Test

Develop

Design

Initialize

HC

M

Upg

rade

5/22/2015

Design

Bus

ines

sA

utom

atio

n

Gue

st

Acc

ess

Develop/Deploy Develop/Deploy

Design / Develop / Test / Deploy

Develop/Deploy

3/16/2015

Ent

erpr

ise

Rep

ortin

g

Transactional Reporting: TBD

DW: Phase I

DW: Phase II6

PROGRAM UPDATES

HCM 9.2 UPGRADEWORKSTREAM

PeopleSoft HCM 9.2 UpgradeProject Status:

Monthly Summary – September 18, 2014The project has been changed to yellow due to the delay in completing the functional and technical design specifications. This delay will impact the start of development activities on the design specifications. HCM92DEV will be delivered as scheduled for the start of ITS Unit Testing on September 22nd. Progress continues on developing test scripts for the core functional areas that will be used throughout the upcoming testing cycles. Discussions continue for developing our 9.2 security strategy. A copy of HCM92DEV will be made into our QNA environment in October so that the Functional Leads can begin playing with 9.2 functionality with BGSU data.

Upcoming Milestones• Begin ITS Unit Testing on 9/22. • Deploy SES DEMO and DEV. • Apply Tax Updates to HCM92DEV. • Build out configuration environment, complete “clean-up” of CSS data• Finish transition of design specifications to the Technical Team.• Begin development.• Continue to define testing scripts with the Functional Leads. • Continue to develop the HCM92 Security approach.

Upcoming Events• 9/18 – HABIT Open Forum in BA 111 @ 2PM.• 10/16- HABIT Open Forum in BA 111 @ 2PM.

Past Month’s Key Accomplishments• Environment: Completed initial pass of HCM92DEV and applied Image 7; built

SES environment; refreshed TMP databases; began Environment Checklist and Smoke Testing of HCM92DEV.

• Design: Functional review still in progress on 7 design specifications. Technical review in progress. This task is behind schedule and off track.

• Development: Initial pass started for removing the Student Environment from HCM92DEV (portal content, components, pages, records, fields, etc.).

• Testing: HCM 9.2 test script review and creation meetings continue with each functional area.

• Security: Strategy discussions continue on upgrade and row level security. • Training: Registered for Oracle on-site HCM Delta and Self Service training

Nov 3rd-7th. Virtual HR and Benefits training scheduled for Oct 27th-31st.

YELLOW

PeopleSoft HCM 9.2 Upgrade Project

Week Beginning (Sunday Date): Jun-

1Ju

n-8

Jun-

15Ju

n-22

Jun-

29Ju

l-6Ju

l-13

Jul-2

0Ju

l-27

Aug-

3Au

g-10

Aug-

17Au

g-24

Aug-

31Se

p-7

Sep-

14Se

p-21

Sep-

28Oc

t-5Oc

t-12

Oct-1

9Oc

t-26

Nov-

2No

v-9

Nov-

16No

v-23

Nov-

30De

c-7

Dec-

14De

c-21

Dec-

28Ja

n-4

Jan-

11Ja

n-18

Jan-

25Fe

b-1

Feb-

8Fe

b-15

Feb-

22M

ar-1

Mar

-8M

ar-1

5M

ar-2

2M

ar-2

9Ap

r-5

Phase InitializeActivity Planning & Startup X X X X X X X X X X X X X XActivity Demo/Dev Server/Environment Build X X X X X X X X X X X X X X X X

Phase Analyze & DesignActivity Business Process Mapping X X X X X X X X X XActivity Document current state process X X XActivity Identify Process Opportunities X X X XActivity Fit/Gap X X X X X X XActivity Document Design and Configuration X X X X X X X X X X X X X X

Phase DevelopmentActivity Development X X X X X X X X X X X X X X X XActivity Unit Test X X X X X X X X X X X X X X X X

Phase Test, Train, ImplementActivity System Test X X X X X XActivity Integration Testing X X X X X XActivity Parallel Payroll TestActivity TrainingActivity Go-Live

16 Weeks

16 Weeks

16 Weeks

16 Weeks Test | 6 Weeks Tr

RA

C

NGH

On Track Not StartedAt Risk On HoldOff Track CompletedC

G

N

N

NN

NN

C

CC

G

C

A

R

9

BUSINESS AUTOMATIONWORKSTREAM

Business AutomationProject Status:

Monthly Summary – September 17, 2014The team has worked through a number of requested projects and has settled on the top five priority projects. There are several other projects being looked at, but priority numbers have not been assigned to allow for future projects to be requested and prioritized as we are preparing for the next project rather than up front. There has been more development in the project steps to ensure that nothing is left out while working through the projects. The project team is currently working on developing a web presence to allow a location that explains the project as well as a location where BGSU can request future projects.

Upcoming Milestones• Finalize process for requesting a

project• Creation of web presence for project

information & requests• Start the gathering of information and

determining key players for Project one

Upcoming Events• Open Forum – September 18• Project Two Kick off – 3rd week of

September

Past Month’s Key Accomplishments• Determined top 5 priority projects

1. Employee Fee Waiver process2. Dependent Fee Waiver process3. Guest Access to Wireless4. Consultant EMPLID and other

access needs5. HCM/FMS/CSS Security requests

and approval• Further development of project steps• Started the gathering of information and

determining key players for Project one

GREEN

Business Automation Project

Week Beginning (Sunday Date): Aug

-17

Aug

-24

Aug

-31

Sep

-7

Sep

-14

Sep

-21

Sep

-28

Oct

-5

Oct

-12

Oct

-19

Oct

-26

Nov

-2

Nov

-9

Nov

-16

Nov

-23

Nov

-30

Dec

-7

Dec

-14

Dec

-21

Dec

-28

Jan-

4

Jan-

11

Jan-

18

Jan-

25

Feb-

1

Feb-

8

Feb-

15

PlanningDetermining Project priority order X X XDetermining how new projects will be requested X X X XWeb Presence X X X X

Employee Fee Waiver Process (Completion with HCM upgrade)

Initial requirements gathering (Set Time Line) X X XDocument current state business process; define metrics X X XFit/gap session; document future state process (high level)Design sessions; define acceptance criteria/test casesCreate functional design documentationCreate technical design documentationDevelop solutionTestTrain; change managementRolloutEvaluate metrics

Dependent Fee Waiver Process (Completion with HCM upgrade)

Initial requirements gathering (Set Time Line) X X XDocument current state business process; define metrics X X XFit/gap session; document future state process (high level)Design sessions; define acceptance criteria/test casesCreate functional design documentationCreate technical design documentationDevelop solutionTestTrain; change managementRolloutEvaluate metrics

Guest Access to WirelessInitial requirements gathering (Set Time Line) X X XDocument current state business process; define metrics X X XFit/gap session; document future state process (high level)Design sessions; define acceptance criteria/test casesCreate functional design documentationCreate technical design documentationDevelop solutionTestTrain; change managementRolloutEvaluate metrics

G

G

On Track Not StartedAt Risk On HoldOff Track Completed

G

RA

NHC

N

G

GUEST ACCESSWORKSTREAM

PeopleSoft Guest Access ProjectProject Status:

Monthly Summary – September 18, 2014The Guest Access project continues to define the scope, terms and conditions, transactions and web pages that are part of the implementation. Terms and conditions have been drafted; email text is being reviewed. Hold and checklist codes require additional discussion to determine what codes can be displayed by what area. Customization for setup of these codes may be necessary to include all offices/currently part of the Guest Access project.

Upcoming Milestones• Presentation of Hold Code and Checklist examples to QA

Advisory Group• Project charter and communication plan document to be

completed• Data permissions discussion will be finalized• FERPA conditions will be finalized• Open Forum Presentation—9/18/2014

Upcoming Events• 9/25/14 – Team Meeting

Past Month’s Key Accomplishments• Team discussions continue on product functionality, terms and

conditions, FERPA agreement, data permissions for proxies and what transactions are most important

• Scope document will be discussed at the October ESC meeting• Discussion continues with the QA advisory group on Hold/

Checklist codes, maintain student confidentiality for Records codes and allow Financial codes to be displayed and discussed.

• Configuration continues with the following accomplishments: analysis of the Guest Access administrative pages.

YELLOW

PeopleSoft Guest Access Project--as of 09/18/2014

Week Beginning (Sunday Date): May

-25

Jun-

1

Jun-

8

Jun-

15

Jun-

22

Jun-

29

Jul-6

Jul-1

3

Jul-2

0

Jul-2

7

Aug

-3

Aug

-10

Aug

-17

Aug

-24

Aug

-31

Sep-

7

Sep-

14

Sep-

21

Sep-

28

Oct

-5

Oct

-12

Oct

-19

Oct

-26

Nov

-2

Nov

-9

Nov

-16

Nov

-23

Nov

-30

01-D

ec-1

4

01-J

an-1

5

01-F

eb-1

5

15-M

ar-1

5

Week Number 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33Phase Initialize

Activity Research Peer Institutions with Delegated Access X X X XActivity Guest Access Planning & Startup X X X X X X X XActivity Determine Project Scope, Obtain Approvals X X X X X X X X X X X X X X X X X X X X X X X X X X X X X

Phase Analyze, Design, & DevelopmentActivity Configure CSS Test Environment X X X X X X X X X X X X X X X X X X X X X X X X X X X X XActivity Enable Delegated Access Functionality/Security X X X X X XActivity Development of Custom Transactions X X X X X X X X X X X X X X X X XActivity Development of Custom Web Interface X X X X X X X X X X X X X X X

Phase Test ImplementActivity Unit Test X X X X X X X X XActivity Defect Resolution X X X X X X X X XActivity Integrated Test X XActivity Security Test X X X X X X X X XActivity Training/ Defect Resolution X X X X X X X X X X XActivity Go-Live

plit PPD Process Testing.xlsxo

G

G

GG

CC

C

N

NNN

RA

C

NGH

On Track Not StartedAt Risk On HoldOff Track CompletedC

N

NNN

N

G

GGC

GGN

CNG

CNG

G

G

ENTERPRISE REPORTINGWORKSTREAM

Enterprise ReportingProject Status:

Project Timeline Week beginning (Sunday Date) Aug

-10

Aug

-17

Aug

-24

Aug

-31

Sep

-7

Sep

-14

Sep

-21

Sep

-28

Oct

-5

Oct

-12

Oct

-19

Oct

-26

Nov

-2

Nov

-9

Nov

-16

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15Activity Environment Config and Report Tech Specs X X X XActivity Data Model and Mapping X X X XActivity ETL Development X X X X X X XActivity Completion of Initial Validation Reports X X X XActivity Initial Validation Reports Corrected X X X XActivity Initial Production Report Development X X X X XActivity Migrate ETL to QNA X X X X XActivity Migrate ETL to PPD X X X X XActivity Migrate ETL to PRD X X X X XActivity Migrate Catalog & Repository to QNA X X X X XActivity Migrate Catalog & Repository to PPD X X X X XActivity Migrate Catalog & Repository to PRD X X X X XActivity Conduct business user open forumActivity Business reports in ProductionActivity User access to Business reports R

AC

NGH

On Track Not StartedAt Risk On HoldOff Track Completed

Monthly Summary – September 17, 2014The project status is Green. The Data Warehouse team is creating two additional Star Schemas for the academics area (Degrees Awarded and Student Financial Aid). These Schemas will include many of the dimensions created in Phase I. Initial ETL development has been completed and completion of production reporting capability will be available by 15 November.

Upcoming Milestones and Events• Completion of ETL, Catalog and Repository• Development of data validation reports• Development of initial Business Reports• Migrate ETL, Catalog and Repository to Production• Production of University wide data dictionary• Establish governance procedures for data warehouse changes

Past Month’s Key Accomplishments• Developed initial Fact and Dimension Table requirements for

each schema• Completed initial ETL work • Begun initial validation of Degrees Awarded data• Begun development of Student Financial Aid• Established Author privileges for University personnel• Initiated weekly author collaboration event

Green

GG

GG

GG

GG

GG

GG

CC

C

FALCON INFO STARS

BGSU Data Warehouse Update

Star Schemas in action:

Student UnduplicatedHeadcount

239,057

Acad YR14 - 15

19,958 (Acad Year 14 – 15)

Filter: Enrolled

18,858 (Only Enrolled)

Campus ofStudent

16,033 (Main Campus)

Student AcadCollege

1,453 (Business Admin)

Current Status:• One subject area in production• Six subject areas in QNA• 173 Validation reports• 132 Measures• 732 Attributes• 55 non-ITS report authors• Web site with training videos

• http://www.bgsu.edu/its/services/peoplesoft.stars.html• Weekly report author collaboration (Tuesdays 9:00 – 10:00)

Phase I Subject Areas:Academics: Student and instructor unduplicated headcounts, seats and units. Includes student characteristics: class and student campus, classes taken, program and plan, class facility and grades.

Academics Class Capacity: Average class size and fill rates by section, course, department, college and campus.

Academics PIT: “Point in Time” comparison of student unduplicated headcounts, seats and units by academic and fiscal years across campuses, colleges, subjects and classes.

Phase I Subject Areas:

Academics Potential Students: Roster of potential students who have completed or partially completed and application.

Academics Target: Enrollment budget to actual enrollment comparison on student headcounts, seats and units across academic and fiscal years

Term Enrollment Dashboard:

Term Enrollment Dashboard:

Phase II Subject Areas:Academics Degrees: Inventory of all degrees awarded including graduate unduplicated headcount, degree awarded count, laude and honors degree count and degree completion times.

Academics Financial Aid: Dollars, acceptance rates and discount tuition rate for financial aid need to offer to acceptance disbursement.

Way Forward:

• Completion and validation of Phase II in November

• Expansion of report author capabilities across campus

• Implementation of Data Governance / Data Quality

• Prepare and Implement next phase of development

• Perform tool evaluation for future operations

PDF PAYCHECK/ADVICE

Coming Soon

MyBGSU

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Payroll Setup

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Payroll Back Office

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Payroll Back Office

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Upcoming Events

Next Open ForumOctober 16

BA 111 @ 2PM

Project web sitewww.bgsu.edu/HABIT

Project email addressHABIT-Program@bgsu.edu

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Questions and Answers

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