Taking FlightNovember 27, 2007.ppt

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1、“Taking Flight” November 27, 2007,Banner Human Resources/Payroll Project Kick-Off,Agenda,Welcome IntroductionsIcebreakerMeeting Purpose,Executive Overview“Banner”: What and WhyProject RolesKey Success Factors,Project Management Project Scope Project CharterImplementation Overview,Project Communicati

2、onsDelivery methodsFeedback and input,Training Approach Project TeamEnd-Users,Agenda,Project Teams and Workgroups Introductions: Leads and members Team charter DeliverablesTechnical IT Update,Closing Door Prize activity Next Steps Contact Information Question and Answer,Introductions,Presenters,Paul

3、a Hall Project Manager Toni Habegger Project Sponsor, AVP- Business & Finance Jodie Knox End-User Training Project Team and Work Group Leads Erick Keating Technical IT,SunGard Higher Education (SGHE),Linda Wooden SGHE Project Manager Kathy Ray SGHE Training Consultant THANK YOU! For your support and

4、 providing Breakfast!,Todays Session will:,Officially kick-off the start of the Banner HR/Payroll Replacement project,Provide an understanding of the projects Purpose and Goals,Review the: Project charter and Scope Project Deliverables Implementation Timeline,Most importantly, todays session will:,I

5、ntroduce the key to the success of the project implementation.,YOU!,Your role and responsibilities,Participants Icebreaker,Banner HR/PR Cheer!,GET UP GET READY WERE STARTING SOMETHING BIGWERE TOUGH WERE STRONG AND THIS WONT TAKE US LONGH-R-P-R IS THE BEST WE KNOW WERE ALL UP TO THE TESTSOOOOOOOOOOOO

6、OOOOOOOOOOOOOOOCOME ON TEAM LETS KICK OFF. THIS YEAR LONG QUEST!,HOORAY !,Executive Overview Toni Habegger,Banner Human Resources & Payroll System,“The Next Step in our ERP”,SoWhat is an “ERP”?,QUIZ?,Does “ERP” stand for,Earth Revolutionary Process,Enraging Random People,Enterprise Resource Planning

7、,Expecting Ridiculous Progress,All of the Above,Answer,ERP stands for.,Enterprise Resource Planning Enterprise Resource Planning systems (ERPs) integrate (or attempt to integrate) all data and processes of an organization into a unified system. Wikipedia definition,It is not just about the technolog

8、yit is about better communication and sharing of information across the institution.,The system gives us the toolsPeople make it happen!,What is Banner?,An integrated suite of administrative software applications built specifically for higher educational institutions. The market leading solution in

9、use at more than 800 institutions around the world.,Mission and Strategic Fit,Meets EWUs requirements for a robust, integrated administrative system that Supports data-driven planning and decision-making Improves business efficiency and effectiveness Supports user autonomy through web-based, self-se

10、rvice software. Alignment with other projects Luminus Web Portal AppWorx System Scheduler/Sequencer IntelleCheck Custome ACH/Check Production WorkFlow Document/Communication Routing,Benefits,Flexible analysis and reporting capabilities Improved accuracy, speed, and consistency. Provides enterprise-w

11、ide perspective for managing University processes. Leverages application of higher-education best practices.,EWUs Banner Implementation Schedule,Nov 04,Jan 09,Roles and Responsibilities,Executive Sponsor Mary Voves, V.P. Business and Finance Responsible for: Executive-level project oversight. “Champ

12、ioning” the project and providing project awareness at the senior level. Approval of major scope and/or significant changes to project plan.,Roles and Responsibilities,Project Sponsor Toni Habegger Responsible for: Leading the Project Management Team (PMT) “Champion” of the project Executive authori

13、ty for decisions and overcoming obstacles and barriers. Budget and resource accountability Ultimate authority and responsibility for project success.,Roles and Responsibilities,Project Manager Paula Hall Responsible for: Manage project scope, schedule, cost, and quality. Develop project plan and lea

14、d project teams in execution of the plan Coordinate and integrate project activities. Manage project issues, escalating to PMT as necessary Provide project status reports to PMT and executive management.,Roles and Responsibilities,Project Management Team Responsible for: Actively “championing” proje

15、ct throughout their respective organizations Provide resources from their organizations Guiding project implementation by advising on and/or resolving project issues. Driving and managing change through their respective organizations,Roles and Responsibilities,Project Team and Work Group Leads Respo

16、nsible for: Lead respective team/work group in execution of team charter. Ensure project tasks, assignments, and deliverables are completed on time. Escalate unresolved project issues to Project Manager in timely manner.,Roles and Responsibilities,Project Stakeholders* *People and/or groups which ar

17、e impacted by, or who can impact, the outcomes of the project. Responsible for: Keeping abreast of project status and other project communications. Disseminating project information to other members of respective organizations. Championing and supporting the project with respective organizations. Pr

18、oviding feedback to project teams.,Roles and Responsibilities,Final Note: Commitment from ALL project participants is critical to the success of the project Fulfill your role Be accountable for your responsibilities,Key Success Factors,Meet all project objectives: Streamline applicant hiring process

19、. Manage personnel, benefits, and positions effectively and efficiently. Process payroll accurately and efficiently Error-free processing the first time.,Remember. We are building the foundation. All will not be perfect on Day 1. The work continues after go-live!,Project Management Paula Hall, Proje

20、ct Scope,In Scope,Employment and Compensation Administration Faculty Tracking Employee Relations Management Health & Safety Administration Labor Relations Management,Position ManagementBenefits/Deductions AdministrationPayroll/Time EntryElectronic Approvals,In Scope (continued),Employee Self-Service

21、People Admin (3rd Party software),Not in Scope,Personnel Services Budgeting Deferred until 2011,Under Consideration,Student Employment Module, Project Charter,Project Deliverables,Project Plan Task and Resource management Communication Plan End-User Training Plan Business Process Analysis documentat

22、ion System Prototype development Reports and Forms designs Required interfaces,Assumptions,Legacy systems remain in place and supported until implementation of replacement modules. Necessary resources will be available. Project activity will be the priority for members of the Project teams. Processe

23、s and operational requirements will utilize SGHE baseline system functionality. Oracle Discoverer will be the centrally supported, standard reporting tool., Implementation Overview,Implementation Timeline,Project Controls,Project Status Reports Change Management process Issue tracking and resolution

24、 procedures QA, i.e. Testing and User Acceptance Test Project knowledge repository TALONS website www.ewu.edu/talons/ Banner HR Implementation Blackboard course. http:/blackboard.ewu.edu/,Door Prize Raffle,Raffle Ticket in your box. Answer the Question on your raffle ticket. Print your name at the b

25、ottom. Drop in the designated bag. Drawing for 5 FABULOUS PRIZES at end of meeting!,BREAK,10 Minutes, Project Communications,Communication Plan,Communications Work Group with cross-functional representation Communication Strategy defined by February 2008. Communication methods and vehicles identifie

26、d. Target audiences identified. Information will be developed and disseminated per Communication strategy. Communication is a “2-way street”. Keep informed. Provide feedback.,Communications Work Group,Contact Information,Key project contact list located on the TALONS website: www.ewu.edu/talons Comp

27、lete project team and work group roster located on Banner HR Implementation Blackboard course: http:/blackboard.ewu.edu, Training Approach,Training Approach,Functional Training provided by SunGard End-User Training Work Group Jodie Knox, Work Group Lead,End-User Training Work Group,End User Training

28、,Development and Implementation of End User Training Strategy for Banner HRKick Off: May 2008,Project Teams and Work Groups,Banner HR/Payroll Project Management Organization,Banner HR/Payroll Project Work Groups,Banner HR/Payroll Project Teams,Project Team Charge,Business Process Analysis and Docume

29、ntation “As-Is” (i.e. current) processes and configurations “To-Be” (i.e. Banner) equivalent processes and configurations Gap identification and resolution. Development of functional prototypes in the Banner HR/Payroll environment. Testing configurations and procedures Validation of converted data,P

30、roject Team Deliverables,Business Process documentation Test Plan and Test Scenario documentation Test Completion documentation User Acceptance Testing documentation Monthly Status reports,Work Group Introductions,Data Standards Work Group,Forms Work Group,Reporting Work Group,Security Work Group,Pr

31、oject Team Introductions,Human Resources Functional Project Team,Budgeting/Position Management Project Team,Payroll Functional Project Team,Benefits Functional Project Team,Functional Technical Project Team,Technical Enterprise Systems Project Team,HR Project Kickoff Technical Environment Prepared b

32、y: Dean McMinn and Erick Keating,Overview,There are seven Oracle databases that will be used to facilitate the HR implementation. We are currently running version 7.2.3 of Banner HR and Position Control in all databases Clarification: Instance = Database = Environment,Implementation Support,Conversi

33、on (CONV) Environment for DBAs and programmers to “test” conversion processes. Once tested the data is either re-converted or copied to TEST. Test (TEST) Environment for functional users to work on setup and verification of data and processes during implementation Processes used to convert data in C

34、ONV will be repeated in TEST Functional Training (FTNG) Used for functional user training during implementation. Initially, FTNG is refreshed with data from SEED. Reporting (ODSI) Data will be “moved” from TEST to ODSI in order to facilitate the development and testing of reports,Operational Databas

35、es,Pre-Production (PPRD) Used for end-user acceptance testing of local modifications as well as upgrades and patches to the Banner product. This is the final staging area prior to production Steps used to convert and load data in TEST will be repeated in PPRD. Data is “cloned” from PROD on a semi-re

36、gular basis Production (PROD) The promised landthis is the Banner production environment for both INB and SSB. Operational Data Store (ODSP) Production environment for reporting,Security,Permissions during implementation will most likely not reflect permissions in Production Part of the implementati

37、on process will be to fine-tune the security strategy Permissions in Pre-Production will be the same as those in Production,Closing,Door Prize Drawing,Next Steps,Project Team and Work Group leads will meet with their teams to review objectives and timelines. team members are asked to represent not o

38、nly their specific area but to talk with peers in other departments and bring in their perspectives. Functional Training begins November 27. Business Process analysis Determine procedure and/or policy modifications required. Perform gap analysis. System Prototype development begins February 2008.,Wh

39、at can I do now?,Complete Banner Navigation training. Review Data Standards manual. (on HR/PR Blackboard Course: http:/blackboard.ewu.edu) Review documents in training binder Visit website for more resources. www.ewu.edu/talons/,Questions?,THANK YOU for attending!,Banner HR/Payroll is “Taking Flight”,