Compass Upgrade Overview

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Compass UpgradeOverview

• November, 2015

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Agenda

• PeopleSoft History at Emory
• Program Governance
• Why Upgrade Now?
• Program Guiding Principles
• Project Status
• What Does This Mean for Me?
• Stay Connected
• Communications Council
• Accounts Payable Business Cases
• Travel Expense Business Cases
• General Ledger Business Cases
• Reporting Business Cases
• SmartKey/SpeedType Business Cases
• Grants Management Compass Outreach Session
  Agenda
• Website Navigation

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Compass (PeopleSoft) History at Emory

• Compass is Emorys PeopleSoft financial system
• Compass serves both the University and Healthcare
  entities
• Compass was implemented in September, 2009
• Compass has more than 17,000 users

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Program Governance
Executive Committee Provides the highest level
of oversight for the project, governed by a
charter, which details its function and scope.
Provides approval to project change requests,
budget requests, or policy/procedure
recommendations submitted by the Steering
Committee. Meets monthly to consider issues
raised by the Steering Committee.
Steering Committee Reviews the business needs of
the Emory community and scope recommendations
from the Project Leadership Team ensure alignment
of the two are achieved to the highest degree
possible. Serves as a liaison between the user
community and the project team. Makes
recommendations to the Executive Committee, the
project team and the user community to improve
the functionality of the system.
Project Leadership Team Composed of functional
and technical subject matter experts from the
Emory community and supported by consulting
partners. Makes operational decisions, defines
the optimal cross-functional system design, and
recommends scope and process changes for Steering
Committee consideration. Ensures the expressed
business needs of the users are considered.
Work Stream Leads The Work Stream Leads drive the
overall design, testing, and implementation of
new Compass Upgrade functionality. They provide
input on business decisions and processes that
affect the design of the system and address the
implications of business changes across the
University and Healthcare organizations.
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Why Upgrade Now?
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Program Guiding Principles
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Project Status
We are here
Module/Suite 10 weeks 9/28/15 12/11/15
PSFT System Test 10 weeks 1/4/16 3/11/16
Full End to End 12 weeks 3/21/16 6/10/16
User Acceptance 12 weeks 6/20-16 9/9/16
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What Does this Mean to Me?
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Be in the Know. Stay Connected
MEET THEM

• Communications Council Members
• Division level contacts who communicate key
  Upgrade messages within the department or
  division.

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What is a Communications Council?
The Communications Council is a group of
influencers peers that visibly lead change and
provide feedback around the Compass Upgrade.
They are the BRIDGE to the business end users
who are impacted by the changes.

• Reinforce key behaviors related to adoption and
  use of Compass
• Help communicate key messages by cascading
  information to your teams
• Conduct meetings with your teams to share
  important information about the Compass Upgrade
  rollout and training
• Collect feedback from the ground and share
  feedback with project team on the Compass Upgrade
  perception and questions
• Attend bi-monthly Communications Council meetings

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Communications Council Members
Name Division Name Division
Audrey Turner President's Office Holly Crenshaw LITS Library and IT Services
Chuck A. McConnell Exec.V.P. for Health Affairs Janey Wilcox Yerkes National Primate Research
Constance Nagle School of Medicine Liz Daunt Samford Emory Healthcare Inc.
Debbie Howell (Quesenberry) Goizueta Business School Galileu Carvalho School of Medicine/Emory Clinic
Diane Foley Campus Life Activities Lynn Kenney (Dona Lynn Kenney) Emory College
Solomon Ejigu Affiliated Organizations Denise Walker EHI PGP Finance
Stacy Johnson School of Medicine Paul Byrnes Graduate School
Ronald Rezendes Candler School of Theology Phyllis Peninger School Of Public Health
Perry Breazeale Emory University Hospital Rhonda Burke School Of Public Health
Rita Frazier School of Medicine Debbie Longo Human Resources
Roman Damena School Of Nursing Starlyss McSlade Internal Audit
Sherri Meador LITS Library and IT Services Wade Moricle LITS Library and IT Services
Demetrice Bryant Office of Research Admin Wayne Barnes Human Resources
Stephanie Allen Oxford College Katherine Weingart RAS
Susan Henschen LITS Library and IT Services Lori Ronalder Healthcare
Allison C Rollins Emory College
Nelson Shaffer Assoc Director, Finance, CS Parking Services
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Accounts Payable Business Cases
Accounts Payable Business Cases
Payment Request
Vendor Name Audit
Procurement Card
Vendor Validations
Check Printing and Single Pay Card
Vendor Attachments
Supplier Audit
Supplier Hierarchy
AP Operational Dashboard
Check the website upgrade.compass.emory.edu
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Travel Expense Business Cases
Check the website upgrade.compass.emory.edu
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General Ledger Business Cases
Check the website upgrade.compass.emory.edu
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Unified Reporting Business Case
Check the website upgrade.compass.emory.edu
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Smart Key / SpeedType Business Case
Check the website upgrade.compass.emory.edu
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Grants - Compass Outreach Session Details
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Compass Outreach Sessions
Did you miss a Session? No problem! Stay
up-to-date and informed by listening to a
recorded meeting and/or downloading the
PowerPoint slides.
DATE MODULE/TOPIC
May-June 2015 Accounts Payable Travel Expenses Video Recording PowerPoint Slides Parking Lot QA
July - August SpeedType/SmartKey General Ledger Reporting Video Recording PowerPoint Slides Parking Lot QA
October - November Grants Management 8 Locations Register on the website
January - February Workflow WorkCenters ARBI (wire claim enhancements)
Spring 2016 Transition Training Plan AP and TE Updates Interactive Labs
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Website Navigation
upgrade.compass.emory.edu
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Parking Lots
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upgrade.compass.emory.edu For a compiled list of
all of the questions asked Compass Outreach
Session, check the website.