CMS Powerpoint Template

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9.0 Here We Go!
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Finance 9.0 Overview

• Upgrade Methodologies
• Organization
• CAT Members Roles and Responsibilities
• Beyond Finance 9.0
• Beta Campus

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Finance 9.0 Overview

• Pre Upgrade Planning
• Development and Unit Test Phase
• System Test Phase
• Acceptance Test Phase
• Baseline Release
• Post Upgrade Phase

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Team Definition

• A team is a group of people with complementary
  skills who are committed to a common purpose,
  performance goals, and approach for which they
  are mutually accountable. The work is
  interdependent and team members share
  responsibility and hold themselves accountable
  for attaining the results.

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Finance 9.0 Organization
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9.0 Functional Roles

• Functional Team Lead
• General Ledger Lead
• Accounts Payable Lead
• Purchasing Lead
• Asset Management Lead
• Accounts Receivable /
• Billing Lead

• Elaine Kist
• Steve Sharifi Brenda Miller
• Jennyfer Nguyen
• Belinda Pacheco
• Carmen Arreguin
• Peggy Walter

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9.0 Technical Roles

• Technical Team Lead
• General Ledger Lead
• Accounts Payable Lead
• Purchasing Lead
• Asset Management Lead
• Accounts Receivable / Billing Lead
• Configuration Lead

• Michelle Norton
• Surbhi Mehta
• Duc Bui
• Leonard Reyes
• Huu Nguyen
• Huu Nguyen
• Cindy Trevino

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9.0 Supporting Roles

• Documentation
• Upgrade Services
• Technical Services

• Katherine Hughes /
• Jeanine Lussier
• Jeff Whitney / Edwin Cheng
• George Mansoor and Team

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8.4 Production Support Roles

• Overall
• Functional
• Technical

• Jed Tan
• Marilyn McGuire
• Lillian Guo / Joe Pham /
• Phil Stella

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CAT Roles and Responsibilities

• Participate in the Systemwide Financial Standards
  Reporting and SCO Reporting Fit/Gap Sessions
• Preview, provide input, and validate the
  Configuration Guides

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CAT Roles and Responsibilities

• Assist with determination and/or validation of
  current or new business processes
• Modifications Assist with
• Identification
• Documentation
• Testing

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CAT Roles and Responsibilities

• Participate in System Testing
• Participate in Acceptance Testing
• Participate in the Workshops

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9.0 CAT Members

• General Ledger
• Suzanne Muller Bakersfield
• Missy Klep Channel Islands
• Sherry Pickering CO Systemwide
• Janice Loo Fresno
• Les Freeman Long Beach
• Susan Foft Maritime Academy
• Susan McFarlane Monterey Bay
• Kimberly Siemen Northridge
• Al Viteri Pomona
• Kendal Chaney-Buttleman Sacramento
• Paul Siegel San Jose
• Debbie Brothwell San Luis Obispo
• Lorlie Leetham San Luis Obispo
• Val Miajala San Luis Obispo
• Dan Zorn San Marcos
• John Hayes Sonoma

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9.0 CAT Members

• Accounts Payable
• Suzanne Muller Bakersfield
• Ashley Andersen Chico
• Terry Hamilton CO Systemwide
• Robert Masuda Dominguez Hills
• Monica Shackleton Fresno
• Gail Finney Humboldt
• Laurie Riley Long Beach
• Linda Chow Los Angeles
• Venkata Paruchuru Monterey Bay
• Brian Corcoran Pomona
• Julie Savignano San Francisco
• Bonnie King San Jose
• Elizabeth Williams San Luis Obispo
• Becky Henwood San Marcos
• Jason Wenrick Sonoma
• Cindy Miller Sonoma
• April Dunham-Filson Stanislaus

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9.0 CAT Members

• Purchasing
• Carrie Rockwell Bakersfield
• Robert Masuda Dominguez Hills
• Judy Gillette Fresno
• Charlie Hughes Long Beach
• Vineeta Dhillon Maritime Academy
• Venkata Paruchuru Monterey Bay
• Ruth Carrington Pomona
• Janet Morris Sacramento
• Beth Stanton San Bernardino
• Elaine Collins San Francisco
• Cecilia Hoang San Jose
• Brenda Tesch San Luis Obispo
• Linda Mikowicz Sonoma
• Darryl Dearborn CO Systemwide

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9.0 CAT Members

• Asset Management
• David Chiang  Pomona
• Patricia Cofran Maritime Academy
• Annie Ekshian  Los Angeles
• Liz Gamez Bakersfield
• Wendy Howard-Aziz  Humboldt
• Stephen Scalley  Sacramento
• Hoa Walsh  Northridge
• Shelley Wicka San Marcos

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9.0 CAT Members

• Accounts Receivable/Billing
• Catherine Byrne Bakersfield
• Lori Plekker Los Angeles
• Ben Hylton Humboldt
• Lynda Reposa Sacramento
• Muriel Vita San Bernardino
• Jody Fisher San Luis Obispo
• Thomas Bourne San Luis Obispo
• Anna Magana Chico

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Software Evolution
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Beyond Finance 9.0

• What does the future look like after 9.0?
• Upgrade Approach Change
• Upgrade should be a straight retrofit
• New enhancements/functionality should come before
  or after an upgrade
• Performance needs to evaluated early in the
  process
• TBD list

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Beyond Finance 9.0

• What does the future look like after 9.0?
• Future Release Schedule 9.0
• Release 025 June 08
• PeopleTools Upgrade to 8.48.16
• ACH
• RMP Attribute Build and GAAP Extract
• Performance Enhancements
• Release 030 October 08
• Version 8.4 Patches
• Fiscal Year End and 1099

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CAT Members Future Role

• Future Role of CAT Member
• Focus on Business Best Practices
• Help with Design of Future Enhancements
• Provide Campus Module Input and Feedback
• Communication Linkage between CMS Module Lead
• Focus on Process Improvements between Campuses

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Beta Campus

• Beta Campus Responsibility
• Perform data validation after application data
  has been converted to Finance 9.0. The
  validation process will help CMS verify the data
  integrity and ensure the completeness of the
  upgrade process
• Perform testing on CMS baseline functionality.
  The testing scope should include all core
  modules Accounts Payable, General Ledger,
  Purchasing, Asset Management, and Accounts
  Receivable/Billing
• Perform testing on CMS baseline modifications.
  The testing scope will include all reporting,
  interfaces, and enhancements to processes

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Beta Campus

• Beta Campus Responsibility (cont.)
• Assist with reviewing and testing CMS
  documentation to ensure all baseline
  functionality is documented properly. The
  documentation review should include but not
  limited to Design Specifications, BPGs, Test
  Scripts, Configuration Guides, etc.
• Provide resources on any areas that are needed by
  CMS. The resources include but not limited to
  subject matter experts, Campus DBA, campus
  infrastructure network engineer, etc.

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Beta Campus

• Beta Campus Responsibility (cont.)
• Document, report and track any baseline issues
  occurred during the campus testing without delay
  
• Actively participate in CMS Design sessions and
  other sessions determined necessary
• Provide the progress status of their upgrade
• Provide database for CMS performance testing

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Beta Campus

• Beta Campus Team San Luis Obispo
• Amy Stets CMS Liaison
• George Westlund Analyst
• Tom Crabaugh DBA
• Greg Weir Programmer Analyst
• Kathy Anderson AFD Programmer
• Debbie Brothwell Finance Functional Lead
• Laurie Borello CMS Finance Lead
• Valerie Maijala CMS Finance Production
  Security Administrator
• Elizabeth Williams Accounts Payable Lead
• Dee Louie Asset Management Lead
• Kimberly Perez General Ledger Lead
• Brenda Tesch Purchasing Lead
• Jody Fisher Accounts Receivable Lead

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Q A
Questions?
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