UMass Boston

1

• UMass Boston
• PeopleSoft Financials Version 8.9 Upgrade and
  Grants Management Implementation
• ORSP Business Managers Network
• July 20, 2006

2
Project Status and Schedule

• Scope Full suite of modules and functionality
  (AP, PO, GL, ePro, GM)
• Duration 13 months duration plus 3 months
  stabilization

Technical Infrastructure
Change Management and Training
Project Management
3
Cutover Window Opportunities and Readiness

• Cutover Window - Overall Goals
• Minimize risk by thoroughly analyzing all
  available cutover window opportunities
• Minimize system downtime
• Identify areas of schedule flexibility to
  minimize the impact on business cycles at
• all campuses
• Cutover Window - Considerations
• Identify key operational activities/schedules and
  determine level of flexibility
• Identify process/ activity constraints (e.g.,
  federal regulations, etc.)
• Upgrade/Conversion Window
• Shutdown activities and associated effort
• Length of time needed to run upgrade scripts and
  perform necessary validation
• Length of time needed to execute grants
  conversion perform validation
• Backlog system initialization activities (e.g.,
  staggered go-live) associated
• effort

4
Grants Management

• How will this affect you?
• The Grants implementation will provide an
  opportunity for the University to consolidate the
  pre and post award research business into one
  reportable enterprise resource system.
• Online Proposal Entry
• New Proposal Routing Form to replace the PAD
• Handout
• Online Grants Demographic and expense inquiry
• Expanded Reporting Capabilities
• Submitted Proposals Report
• PIN
• Project Balance Summary Report
• Time and Effort Report
• Current and Pending Support Report
• Project/ Grant by Department

5
Online Proposal Entry
6
What to expect next

• UMass Boston will continue with its conversion,
  development and system test efforts
• Go Live date options will be reviewed and drafted
• Campus readiness sessions will be evaluated
  against those options
• This will determine a Go Live date
• Plans for training are being finalized
• Communications to you are expected to increase
• Updates are available on the UMass Boston web
  site
• http//www.umb.edu/it/enterprise_computing/news/f
  inance/2006/index.html

7
We need your help

• Business process changes are being finalized
• Will need the ORSP Business Managers Network to
  help us review these, test them for accuracy, and
  ensure they are consistent with our campus
  practices and policies
• With the plan to decentralize proposal entry into
  the new system, we will need assistance
  determining how best to accomplish this
• Pilot roll-out
• Staggered roll-out
• Full roll-out
• Need to ensure that staff who need to be trained
  are available for training

8
Questions and Contacts

• Questions???
• Contacts
• Kevin Dolan, Campus Project Manager
• Valera Francis, Grants Lead
• Linda Perrotto, Change Management and Training