University of Florida IT ERP

1
University of Florida IT ERP

• Information Technology
• Advisory User Council (AUC) Introductory
• January 21, 2003

2
Agenda

• Introductions
• University Vision
• System Principles
• Project Organization
• Technical Infrastructure
• Purchased Modules
• The Role of the Advisory User Council
• Current Project Status
• Key Dates
• Additional Info

3
University Vision

• Implement Vanilla
• ERP System and IT Strategies
• Process Improvements
• Commitment to integrated, on-line, secure
  information for university processes

4
System Principles

• UFs standard user interface is the ERP systems
  web portal
• UFs self service transactions and financial
  transactions are processed by the ERP application
• UFs Master Databases are maintained by the ERP
  system
• UFs numbering schema is the ERP systems
  numbering schema
• UFs data dictionary is the ERP systems data
  dictionary
• UFs Master Databases are maintained by the ERP
  system
• UFs numbering schema is the ERP systems
  numbering schema
• UFs data dictionary is the ERP systems data
  dictionary

5
Project Organization Context
6
Project Organization Teams
7
Project Organization -- Matrix
8
Technical Infrastructure

• Large collection of servers IBM AIX and W2K
• PeopleSoft production platform is IBM p-series
  hardware, AIX, DB2 UDB, ESS
• Three phase infrastructure acquisition with
  design refinement between each phase
• Phase I installs completed Jan 5, 2003
• Two physical sites UF CNS and Shands (Phase II,
  July 2003), with off-site back-up at the HSC
• Multiple Instances of the database, software and
  metadata DMO, SYS, SBX, DEV, WRK, TST, EMR,
  QAT, STG, TRN, PRD

9
Logical Deployment
10
Security Zones
11
Purchased Modules

• Finance General Ledger, Budget, Asset Mgt,
  Sponsor Research, Purchasing, Inventory, Capital
  Projects, Treasury
• HR -- Human Resources, Base Benefits, Benefits
  Administration, Payroll, Time and Labor
• Student Admissions, Financial Aid, Records,
  Registration, Student A/R, Campus Community
• EPM data models, ETL scripts, structures, OLAP,
  reports
• Portal content management, integration,
  administration, publishing, search, navigation
• PeopleTools for application development and
  maintenance
• PeopleBooks for on-line reference documentation
• End User Training Kit with Web-Based Learning
  Assistant for on-line instruction and help

12
Additional Systems

• STAT version control system
• AppWorx process and job scheduling and
  production control
• Cognos Impromptu for web reports, PowerPlay for
  OLAP, Decision Stream for ETL
• Informatica for ETL
• Crystal Reports, SQR, nVision for reporting
• Business Analysis Modeler for EPM

13
Systems Integration

• UF LDAP
• Kerberos/KX.509
• Active Directory
• NDS
• UF Registry
• PeopleSoft directory systems password
  management, portal registry, authorization
  information

14
Role of the Advisory User Council

• Communicate Status
• Solicit Advice and Recommendations
• Identify issues with integration and processes
• Receive training, access to information
• Beta testers
• Early adopters
• Assist with adoption

15
Current Project Status

• Scripted Demos
• PeopleSoft Purchase
• Conference Room Pilot
• University Implementation
• Technical Installation HW, SW, OS, DB, Network,
  PeopleSoft, Patches, Ancillary Systems, Operating
  Procedures
• Identification of Current Interfaces, Feeder,
  Reports
• Document Current and Future Business Processes
• Configuration
• Fit/Gap

16
Methodology Overview

• Fit/Gap
• Design
• Enhancements / Data Conversion
• Development
• Testing
• Training
• Deployment

17
Key Dates

• Jan 6, 2003 Consulting Services join the project,
  PeopleSoft install begins
• Jan 13, 2003 Current/Future Business Process
  Identification Documentation Begins
• Jan 21, 2003 First IT AUC meeting
• Jan 27, 2003 Patching begins
• March 31, 2003 Portal go-live
• July, 2003 Phase II infrastructure installation
• August 2003 EPM go-live
• July 1, 2004 Financials go-live

18
Additional Info

• IT AUC will meet every 3rd Week
• Core Hours Team hours MTh 700 a.m. 600 p.m.
• Meeting Notes on-line
• Shared Drive (Read/Write Access)
• ERP Web Site http//www.erp.ufl.edu
• ERP Groups
• IT
• Status reports, diagrams, related info
• PeopleBooks (URL TBA)
• Web-based Learning Assistant (URL TBA)
• Listserv (Address TBA)
• PeopleSoft Customer Connection (http//www.peoples
  oft.com/cc)