Shared Financial System Project Meeting 11/14/00

1
Shared Financial SystemProject Meeting11/14/00

• Agenda
• Welcome
• SFS System Update
• SFS Madison Campus Update
• DART Update
• Closing

2
SFS System UpdateAl Benzschawel
3
SFS System Update

• Phase III Campus Implementation (July,2001)
• Project/Grants
• Payroll Interface
• AR/BI(Account Receivable Billing Module)

4
SFS Madison Campus UpdateCathy Holmes
5
Implementation Date?
6
SFS Project Organization
7
Campus Project Flow
8
Business SVC Project Flow
9
SFS Project Flow
10

• Data Access, Reporting Training Update
• Ruth Fruehling

11
Training Update

• Twelve Accounting Services staff were introduced
  to the following PeopleSoft SFS modules during
  October
• General Ledger
• Purchasing
• Accounts Payable

12
Data Warehouse Update
Current Mainframe System
SFS System
Current Data Warehouse
Proposed Data Warehouse
13
Data Warehouse Update

• Data Views are in the final stages of draft
  design
• UA_FMR_ENC_EXP
• UA_FMR_RECEIPTS
• UA_FMR_BUDGETS
• UA_PRIOR_YR_CASH
• UA_ACTRAN (will include all of Madison campus in
  one data view)
• UA_ACTRAN_Budget
• UA_CASH_BAL133_144
• Next Step - Campus forum to review proposed Data
  Views

14
WISDM Update

• Nine divisions will have been shown WISDM by the
  end of December
• Business Services
• Medical School
• Continuing Education
• Madison Budget Office/Budget, Planning Analysis
• Research Sponsored Programs
• Engineering
• LS
• IES
• School of Education
• WISDM Enhancements are being worked on

15

• Questions
• Next Meeting