ERP Stabilization Update PeopleSoft
Mar 27, 2015
ERP Stabilization UpdatePeopleSoft
Introduction
• Stabilization Progress
• ERP Highlights
• Process Resolution
• Focus on improvements for FY08
Stabilization Progress
• Project Plan
• Bugzilla
Project Plan
ERP Stabilization Project 52%
FIN 43%
Production Support and Implementation
5%
HCM 58%
Budget (HR) 84%
Human Resources 66%
Benefits 35%
Recruiting and Retention
76%
Payroll 54%
Grants and SFS Accounting
3%
General Ledger 25%
Accounts Payable 49%
Budget (FIN) 46%
Projects 32%
AR Billing 98%
Purchasing 87%
Asset Management 50%
Inventory 98%
P-Cards/Vendors 41%
Issue Tracking Software (Bugzilla)
Implementation 100%
HCM - Bundle Preperation
0%
FIN Bundles 0%
Implement HCM Phase II Modules
0%
Mid-Term 99%
Thursday, May 31, 2007ERP Stabilization Project
BugzillaProduct / "Priority"
1 - Critical / Production Stopped
2 - Urgent / Production Affected
3 - High / Production Impacted
4 - Medium / Production Standard
5 - Low / Production Not Affected Total
Accounts Payable 0 0 0 1 0 1
Accounts Receivable 0 3 0 1 0 4
Asset Management 0 3 0 0 0 3
Budgets 1 4 2 1 0 8
General Ledger 0 2 8 5 1 16
Project Costing 0 1 4 1 0 6
Benefits 0 0 2 4 0 6
Human Resources 0 1 6 6 1 14
Payroll 0 2 2 6 1 11
eRecruit 0 4 0 1 0 5
Human Capital 1 8 0 0 1 10
Infrastructure 0 0 0 5 0 5
Infrastructure - PeopleSoft 0 3 1 7 1 12
PeopleSoft UPK / Training 0 0 0 1 0 1
Billing 0 0 1 0 0 1
Inventory 0 0 1 0 0 1
PCard 0 0 0 2 0 2
Purchasing 0 4 0 5 0 9
Total 2 35 27 46 5 115
ERP Highlights
• Training• Human Resources
& Benefits• Payroll• Accounting • Accounts Payable• Purchasing• Technology
Training
• Training is on-going– Classroom and online
• Principal training• Payroll summer training• Bookkeeper/Secretary training• Open labs• Back-office staff
Human Resources& Benefits
• Reappointments completed for FY08
• Mass Salary update process implemented for several employee groups
• Recruitment process improvements
• eBenefits scheduled for October Go-Live
Payroll
• District staff are running payrolls.
• Employees who have been identified as overpaid have been notified and selected a repayment plan.
• Re-design of the contract pay process is on schedule for next year.
Accounting
• Accounting periods closed through February
• Payroll distributed through April– Enables us to pull data for reporting
(grants)
• Validation of data is behind schedule but underway
Accounts Payable
• Paid 162,049 invoices totaling $742,757,823– Only 793 invoices over 45 days old totaling
$3,301,256
• A new process for paying invoices for goods (when schools are out) has been implemented
• Invoice scanning is being implemented to improve communication for next year
Purchasing
• Issued 19,732 purchase orders totaling $702,789,415
• 22 vendors represented in the marketplace
• Dual year requisitioning in place
Technology
• Established performance team to address system issues
• Disaster Recovery procedures are in process
• Bundles and Patches
Bundles & Patches
• HCM Bundles/Patches – September• FIN Bundles/Patches – October• Testing environments are currently being
prepared for these projects.• HCM has not applied any patches since Go-
Live (July 1, 2006).• FIN implemented ten bundles available last
fall. Currently there are six more available.
Staffing
• HR/Benefits/Payroll (HCM) General Manager has been hired as of May 31st
• Nine of the ten PeopleSoft specific positions approved by the Board have been filled.– The Functional Specialist in Payroll
remains open.
Darron Davis
Deb BoltzHCM Support
8/31
Dianne Howard
Manmohan Pulyala eBenefits
10/19
Lata Guntur
Harish BejinkiTech Support
8/31
Koti KalagaraTech Support
8/31
Mike PowersTech Support
6/30
Mike Burke
Kim GulkaPayroll Support
8/31
Steve KacerikCommitment Control Support
8/31
Mohammed SukheraTime & Labor Support
8/31
Bill BaumgartenPayroll Support
6/14
Sharon Swan
Matt CulpPCARD, AP Support
8/31
Rena MartinPurchasing Support
6/30
Page 1
CONSULTANT REPORTING STRUCTUREWEDNESDAY, JUNE 6, 2007
1/1/2007 10/31/2007February March April May June July August September October
Chuddie Jones – FIN Support
Bob Lewis – System Administrator
Randy Calley – FIN Support
Justin Willis – FIN Specialist
Jose Molina - System Administrator
Zulfigar Gehlanvi – HCM Technical Support
Gerry Romanowski – A/R Billing Support
Dennis McCowen - Tech
Wayne Watson – FIN Technical Support
Michael Powell – Purchasing Specialist
Mohammed Sukhera – Time & Labor Support
Kim Gulka – Payroll Support
Tessie Marfori-Gabay – Payroll Support (W2 Cleanup)
Roy Childers – Payroll Task Force
Debi Lyons - Benefits
Deb Boltz – HCM Support
Rena Martin – Purchasing Support
Matt Culp – PCARD, AP Support
Edwin McLeod – FIN Support Lead Edwin McLeod – FIN Support Lead
Mike Guay – Project Archetect
Cara Wiggins – Benefits Support
Sarah Dalton – HCM Support
Karthik – Tech Support
Holly Hall-Perry – HCM Support
Heather Gossard – Change Management
Matt Knopke – Contract Pay Support
FIN
HCM
TECH
Harish Bejinki - Tech Support
Koti Kalagara – Tech Support
Maury Zuber - HCM Tech Support
Mike Powers - Tech Support
Frank Collamaore – FIN
Consultant Roll-Off Schedule
Steve Kacerik – Commitment Control Support
Roy Kroker – HCM Support Lead
Vacant – Payroll Support
Bill Baumgarten – Payroll Support
Manmohan Pulyala - eBenefits
Process Resolution
• Issue Identified• Subject Matter
Experts (SME) analyze issue
• Bugzilla• PeopleSoft Case• Project Plan - Scope
PeopleSoft Application Issue Resolution (PAIR)
Fun
ctio
nal L
ead
Fun
ctio
nal L
ead
Fun
ctio
nal S
peci
alis
t (F
S)
Fun
ctio
nal S
peci
alis
t (F
S)
Fun
ctio
nal S
ubje
ct M
atte
r E
xper
t (S
ME
)
Fun
ctio
nal S
ubje
ct M
atte
r E
xper
t (S
ME
)S
yste
m E
nd
Use
r
Sys
tem
End
U
ser End User identifies
an issue with the online application
SME reviews issue identified by End
User
Is issue Procedure/
Training Related?
YesReview Document
with end user
Enter Task into Bugzilla
No
Auto Assign Owner
Is there a job aid or training
doc?Yes
Did solution provided
resolve my issue?
No YesCustomer issue is
resolved
Email is sent to FS that an issue exist
Is task procedural
issue or application
issue?
Is additional training / job
aide required?Yes
No
Review informal procedure with
end userNo
Procedure
Meet with SME, what is needed to
document procedures
Research Application Issue
Application
Can FS resolve issue withouth
IT?
Add Functional Lead to CC in
BugzillaNo
Review solution with SME
YesDid SMEAgree?
No
Update Task in Bugzilla
Document SolutionYes
Email is sent to FL that an issue exist
that require IT resource
Identify Task on the Project Plan
and assess solution path
Develop,Configure, and
Test Procedure
User Acceptance Review with SME
SME sign-off on procedure
TRO
TRC
Update bugzilla, set status to
training development
PAIR
Yes
Troubleshooting Path
TPO
PPONo
If Priority 1 or 2 the SME will email a
distribution list and include Bugzilla ID and
brief descripition
P1,2
P1, 2
ERP Stabilization Update
• Questions