I-AM Request

1
I-AM Request
Presented by Carol Williams Manager, Security and
Accounts Management, Information
Technologies Wednesday, May 13, 2009
2
I-AM Request

• ITPM 3443
• Project Charter signed mid-July
• Dependent on
• Decision to build using PeopleTools workflow
  functionality not buy
• Scope limited to PeopleSoft requests with
  capability of future use for other applications
• Upgrade to PeopleTools 8.489.06 in March 2008
• Application Messaging (Phase I)
• Resources from across teams over above regular
  work
• Project Manager
• Application Developer (all three modules)
• Security Analyst
• Training
• Communications

Adjusted go-live date 3 times
3
I-AM Request

• Deliverable 1
• Client facing, self-serve front end
• Employees with View Paycheque will request
  common access for themselves
• Manager and designated users will be able request
  access on behalf of others
• Deliverable 2
• Workflow for authorizations
• Application uses workflow similar to ePro
  requisitions
• Three levels of authorization
• Users Manager (HR project on Reporting Manager
  Identification)
• Specific Role or Data Owner (ie. AP roles)
• Security Analyst
• Approvers can approve, deny or send for revision
• Authorizers sent an email notification of items
  needing attention link in email
• (Deep linking)

4
I-AM Request

• Deliverable 3
• Provisioning of Authorized Roles
• Automated in real time batch
• Use of role sets where they have been identified
  to date
• Other security requirements out of scope of this
  phase of the project continue to be provisioned
  manually by Security Analysts
• authorizations and provisioning pertaining to
• HCM row security
• HCM paygroup security
• FSR GL department security
• FSR GL journal source workflow
• FSR eProcurement preferences
• FSR AR/BI preferences
• SAS SACR security
• training completion where it is a pre-requisite
  for granting access
• Removal of roles

5
I-AM Request

• Deliverable 4
• Reporting and Auditing
• Requirement of Information Security Office for
  ongoing attestation
• Daily reporting of status and provisioning
• Auditor validation of request, authorization and
  provisioning
• Implementation in Stages
• Authorization workflow for Managers and Business
  Owners (role/data owner) for FSR HCM modules
  into production
• Self-serve and Manager self-serve functionality
  for FSR HCM modules into production
• Student Administration (SA) converted from hard
  copy forms to I-AM Request application

6
I-AM Request

• Project Office - Guidance Support for Project
  Managers
• Decision to build application in-house not buy
  through the RFP process
• Charter review and help to determine stakeholders
  signatories (governance)
• Project resource budget estimating and
  recommendations
• Assistance to constrain the scope of the project
• Identification of dependencies
• Project tracking - sharepoint site(s)
• Reporting to IT Steering Committee
• Advice on whether to proceed when dependencies
  remained outstanding
• Communication of schedule delays and urgent scope
  changes
• Escalation of issues how to document and what
  information to include
• Business case to recommend procedure changes
  after application in production!
• And probably a few more since were not yet
  fully implemented..