BGSUPeopleSoft

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BGSU/PeopleSoft

• FMS Implementation
• Lessons Learned

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Lessons Learned Committee
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Committee Members

• Rich Kasch CS Tech Admissions Lead
• Jerry Ameling FMS Testing Lead
• Lori Beeman Training/Doc. Specialist
• Deb Clink FMS Systems Lead
• Salu Joseph CS Application Developer

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Evaluation Process

• Brainstorming Sessions
• Interviews and Written Feedback

Lessons Learned Report
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Strengths

• Project Scope embraced and respected
• Project Plan promotedcommunication
• Experienced resources worked well together
• Team successfully interpreted users data needs
• ESC Action Item System effectively addressed
  customization requests

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Strengths

• End-User Training Major Factor in implementation
  success
• Well-Defined Testing and Conversion Strategy
• Open and Ongoing Communication
• Excellent Support from Management and ESC
• Project Office/Resources Convey Importance of
  BG_at_100 Project

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Room for Improvement

• Some Areas/Processes Not Included in F/G
• Big-Picture PresentationWhat is FMS?
• New Process Design Impact
• Project Planning Duration and its Effect
• The Right People for the Project

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Room for Improvement

• Constituent Group Recognition
• Project Team Composition
• Functionals Workload and Availability
• Cumbersome Report Delivery Process
• Production Control Procedures

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Room for Improvement

• Security Plan/Resource Needed
• End-User Training Shortcomings Need for more
  Resources
• Training Materials/Documentation Updates
• Changing Job Duties vs. Training Schedule
• Training Environment Functionality/ Availability

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Room for Improvement

• FMS Workflow Module/Resource Needed
• Lack of HCM Staff Involvement
• Job Responsibility Communication
• BG_at_100 Web Site Whats New Procedures

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Recommendations

• Work processes, policies, procedures
• Right resources
• Pre-Planning
• Training and Documentation

• Action Item Request system
• Communication Lines
• Issue/Decision Tracking System

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Recommendations

• System Buy-in
• Project Scope Definition
• Overall System Explanation
• Data Mapping

• Dedicated Security Resource
• Communication/ Decision Making
• End-User Training
• Additional Training Resources

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Acknowledgments

• Lessons Learned Committee Members
• FMS Project Implementation Team
• FMS Consultants
• Executive Steering Committee
• Group Interviewees
• Major Stakeholders
• Senior Administrators
• Budget Administrators
• Requesters
• Back-Office Resources
• Project Managers
• Principal Investigators
• Special Category Approvers

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Discussion
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For More Information

• Please see the BG_at_100 Project Website
• http//www.bgsu.edu/BGat100

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Thank You!

• The BG_at_100
• Lessons Learned Committee