Compass Upgrade Interactive Lab Survey Data

1
Compass UpgradeInteractive Lab Survey Data
SmartKey/SpeedType
2
Agenda

• Information About the Testers
• Detailed Data Output
• Appendix
• What the Testers Heard

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3
Information about the testers
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SpeedType Interactive Lab Number of Participants
12
May 12th Beta Session
Number of Lab Participants
240
189
73
June 3rd
Goal
Actual
54
June 11th
80 of goal
52
June 17th
2 participants on June 3rd did not complete the
survey.
5
SpeedType Interactive Lab Number of
Participants by Division
Most participants came from the following
divisions 1. SOM - 43 participants 2. VP
Finance - 25 participants 3. SON - 21
participants 4. ECAS - 20 participants 5. RA - 13
participants 122 participants were from five
divisions
70 of lab participants were from 5 divisions.
(Data includes June labs only.)
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Interactive Lab Participants by Division (June
3rd, 11th, 17th)
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Interactive Lab 3 Configurations Tested

• Numbering Configurations

• Option A 2341987656
• Dept (3 digits)
• Number representing a Fund Code
• Auto Number (6 digits)

Option B 234D987656 Dept (3 digits)
Letter representing a Fund Code Auto Number (6
digits)

Option C 2346987653 Dept (4
digits) Auto Number (6 digits)
Winning configuration
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Detailed data output
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Ease of Entry
Ranking Division Number of Participants Percentage out 60 Participants
1 School Of Medicine 17 28.3
2 Vice President For Finance 12 20.0
3 School Of Nursing 8 13.3
4 Emory College 4 6.7
5 School Of Public Health 4 6.7
6 10 Remaining Divisions 15 25.0
Ranking Division Number of Participants Percentage of 13 Participants
1 School Of Medicine 3 23.1
2 School Of Nursing 2 15.4
3 Research Administration 2 15.4
4 Yerkes National Primate Research 2 15.4
5 4 Remaining Divisions 4 30.8
Ranking Division Number of Participants Percentage of 104 Participants
1 School Of Medicine 23 22.1
2 Emory College 15 14.4
3 Vice President For Finance 12 11.5
4 School Of Nursing 11 10.6
5 Research Administration 8 7.7
6 17 Remaining Divisions 35 33.7


3
digit department 1 digit fund as a number 6
digit auto number 3 digit
department 1 digit fund as an alpha 6 digit
auto number 4 digit
department 6 digit auto number
(Data includes June labs only.)
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Comments
(Data includes June labs only.)
234 1 987656

• 3 digit Department
• 1 digit Fund Code
• 6 digit auto-number

2346 987653
234 D 987656

• 4 digit Department
• 6 digit auto-number

• 3 digit Department
• 1 alpha Fund
• 6 digit auto-number

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Preference
Ranking Division Number of Participants Percentage of 61 Participants
1 School Of Medicine 16 26.2
2 Vice President For Finance 11 18.0
3 School Of Nursing 8 13.1
4 Emory College 5 8.2
5 Research Admin, RSPH, EVP Health Affairs 9 4.9 each
6 10 Remaining Divisions 12 19.7
Ranking Division Number of Participants Percentage of 25 Participants
1 School Of Medicine 8 32.0
2 Vice President For Finance 4 16.0
3 School Of Nursing 3 12.0
4 RSPH 2 8.0
5 Yerkes National Primate Research 2 8.0
6 6 Remaining Divisions 6 24.0
Ranking Division Number of Participants Percentage of 91 Participants
1 School Of Medicine 19 20.9
2 Emory College 14 15.4
3 Vice President For Finance 10 11.0
4 School Of Nursing 10 11.0
5 Research Administration 9 9.9
6 16 Remaining Divisions 29 31.9


3
digit department 1 digit fund as a number 6
digit auto number 3 digit
department 1 digit fund as an alpha 6 digit
auto number 4 digit
department 6 digit auto number
(Data includes June labs only.)
12
Comments
(Data includes June labs only.)
234 1 987656
2346 987653
234 D 987656

• 3 digit Department
• 1 digit Fund Code
• 6 digit auto-number

• 3 digit Department
• 1 alpha Fund
• 6 digit auto-number

• 4 digit Department
• 6 digit auto-number

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Logic
(Data includes June labs only.)
Ranking Division Number of Participants Percentage out 60 Participants
1 School Of Medicine 13 21.7
2 Vice President For Finance 13 21.7
3 School Of Nursing 6 10.0
4 Emory College 5 8.3
5 School Of Public Health 5 8.3
6 13 Remaining Divisions 18 30.0
Ranking Division Number of Participants Percentage of 27 Participants
1 School Of Medicine 3 29.6
2 School Of Nursing 2 18.5
3 Vice President For Finance 2 14.8
4 Yerkes National Primate Research 2 7.4
5 8 Remaining Divisions 4 29.6
Ranking Division Number of Participants Percentage of 90 Participants
1 School Of Medicine 22 24.4
2 Emory College 14 15.6
3 School Of Nursing 10 11.1
4 Research Administration 9 10.0
5 Vice President For Finance 8 8.9
6 14 Remaining Divisions 27 30.0


3
digit department 1 digit fund as a number 6
digit auto number 3 digit
department 1 digit fund as an alpha 6 digit
auto number 4 digit
department 6 digit auto number
14
Comments
(Data includes June labs only.)
234 1 987656
234 D 987656
2346 987653

• 3 digit Department
• 1 digit Fund Code
• 6 digit auto-number

• 3 digit Department
• 1 alpha Fund
• 6 digit auto-number

• 4 digit Department
• 6 digit auto-number

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Do not base a decision merely on journal entry
speed. Users (including students) are key to
this.

• 5 Participants Answered No
• 1. Emory College - 2 participants
• 2. SON - 1 participant
• EVP - 1 participant
• Emory Temp Services - 1 participant

I appreciate that you are getting a broad range
of input - of course I'll be more interested in
the implementation
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What advice do you have for us on how to
communicate the final results for the SpeedType
logic?
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Final Thoughts
Green
Yellow
Yellow
Yellow
Red
Green
Yellow
Yellow
Red
Green
Yellow
Yellow
Green
Green
Red
Let everyone how much work and testing went
into the SpeedType logic. Lots of community
involvement.
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AppendixWhat the Testers heard
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Program Guiding Principles
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SmartKey Replacement Overview
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SmartKey Replacement Recommendation
Smart.Logical.Simple
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PeopleSoft Chart of Accounts Current Structure
Account (5)
Class (5) NACUBO Code for Functional
Classification Reporting
Fund (4)
Dept ID (6)
Operating Unit (5)
Business Unit (5)
All Transactions
Project Costing Business Unit (5) Identifies type
of Project Sponsored, CIP, Non-Sponsored
Project (8) Identifies sponsored projects and
select non-sponsored activities
Activity (15) System requires use of the
activity ChartField with all Projects
Projects Only
Program (5) What is the activity for which I
need to capture financial information?
Event (4) Additional ChartField to track
financial data
SMARTKEY is a third-party vendor tool used for
data entry of ChartFields and interfaces. It
will populate all these fields for end users.
Optional
When a transaction using SmartKey is processed,
the SmartKey number entered is embedded into
ChartField2 automatically.
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Balance is Necessary for Success
Community Outreach
SpeedType Interactive Labs ( May12, June 3, 11,
17)

• Goal
• 240 participants

• Multiple numbering configurations tested

Manage Efficiency Cost of Ownership
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Interactive Lab Test Scenarios

• Numbering Configurations

• Option A 2341987656
• Dept (3 digits)
• Number representing a Fund Code
• Auto Number (6 digits)

Option B 234D987656 Dept (3 digits)
Letter representing a Fund Code Auto Number (6
digits)

Option C 2346987653 Dept (4
digits) Auto Number (6 digits)