Admissions Upgrade: The Functional Perspective

1
Admissions Upgrade The Functional Perspective

• Kris Collins
• Admissions Management Systems Coordinator,
  Boise State University
• Barbara Fortin
• Director of Admissions, Boise State University
• Darin Gordon
• Process Specialist, PeopleSoft Consulting

2
Overview

• Environment at Boise State University
• Why Upgrade
• Getting Started
• Functional Review
• Technical Review
• Testing
• Training
• Going Live

3
Environment at Boise State

• Financials 6.0
• HRSA 7.0
• Human Resources/Payroll
• Campus Community
• Admissions
• Student Records
• Financial Aid
• Student Financials

4
Why Upgrade

• Support Expires
• New Functionality

5
Getting Started

• Window of Opportunity
• Timeline
• Staffing
• Two full-time functional
• One full-time technical
• One half-time consultant
• Additional functional testers

6
Getting Started (continued)

• Create Project Plan
• Resurrect Campus Community Group
• Inform User Community
• Functional vs. Technical Drivers
• Create Adequate Customization Documentation
  (AD7.0modifications.xls)

7
Functional Review

• Review Release Notes
• Create Processes to Test List (xls)
• Test Basic Functionality in Demo Database
• Review Customizations

8
Technical Review

• Overview
• Review Customizations
• SQR Comparison (AD7.0SQRReview.xls)
• Verify all custom SQRs are on list
• Conduct detailed comparison of clones
• Conduct detailed comparison of customized

9
Technical Review (continued)

• PeopleCode Comparison (AD7.0PeopleCodeReview.xls)
• Compare Report Process
• Technical Issues Log (AD7.6TechnicalIssuesLog.xls)
  
• PeopleTools Freeze

10
Testing

• Test Strategy
• Test Scripts (ADTestTemplate.doc, RecTest
  Template.doc, ProcessTestTemplate.doc)
• Test Calendar (DailyTestCalendar.xls)
• Test Staffing
• Integration Testing

11
Training

• Open House
• Training Manual Update
• Delta Classroom Training

12
Going Live

• Pre-Live List (PreGoLiveTasks.xls)
• Post-Live Task List (HRSAPostLiveTasks.xls)
• Go-Live Countdown (GoLiveCountdown)
• Aftermath! (AD7.6TechnicalIssuesLog.xls)

13
Contacts

• Kris Collins, tel. [phone]
  kcollin_at_boisestate.edu
• Barbara Fortin, tel. [phone]
  bfortin_at_boisestate.edu
• Darin Gordon, darin_gordon_at_peoplesoft.com