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Sunflower Project Change Agent Network Meeting #14

Sunflower Project Change Agent Network Meeting #14. June 21, 2010. Message Project Sponsor. Duane Goossen Secretary, Department of Administration. Welcome. Meeting Agenda. Welcome Project Status & Current Events Policy Updates SMART Cutover Strategy Data Warehouse & Reporting Update

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Sunflower Project Change Agent Network Meeting #14

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  1. Sunflower ProjectChange Agent Network Meeting #14 June 21, 2010

  2. Message Project Sponsor Duane Goossen Secretary, Department of Administration

  3. Welcome

  4. Meeting Agenda • Welcome • Project Status & Current Events • Policy Updates • SMART Cutover Strategy • Data Warehouse & Reporting Update • Agency Task List Update • SMART Support • SMART/SHARP Integration • Training Update • Wrap Up

  5. Welcome and Introductions Presenters • Kent Olson, Project Director • Peggy Hanna, Deputy Project Director and Cutover Lead • Jennifer Dennon, Agency Readiness Lead • Connie Guerrero, Enterprise Readiness Team Manager

  6. Housekeeping Bathrooms Please set cell phones and pagers to silent 10 minute break is planned Note cards for questions

  7. Project Status & Current Events

  8. Project Timeline 2008 2009 2010 Analyze We are Here! Design Build/Development Test Training Deploy On-going System Support & Stabilization

  9. Sunflower Project Current Events SMART goes live in only 10days! Most conversion and agency data validation is complete SHARP cutover completes on Wednesday

  10. Policy Updates

  11. New & Revised SMART Policy Statements • Several new and revised policy statements will be published by June 30: • 3,066 - Open Records Act and Fees for Copies of Public Documents • 3,102 - Kansas Prompt Payment Act • 3,104 - Gratuities or Gifts to Employees • 3,351 - Official Hospitality Payment Guidelines • 3,597 - Printing for State Agencies • 3,607 - Employee Moving Expense Reimbursement • 3,802 - Out-of-State Applicants Travel Expense Reimbursement • 3,921 - Employee Educational Expense Reimbursement • 6,002 - Uniform Receipt Classification - Revenue Account Codes • 7,002 - Uniform Expenditure Classification - Expense Account Codes • New mileage and expense reimbursement rates will be published this week

  12. Forms • New forms associated with SMART will be published on the Accounts & Reports website by go-live • Links from the SMART website will direct you to the location on the A&R website • A message will be sent via the SMART InfoList when the forms are available • The following forms will be published by June 30: • System Security Form • Agency Request Form • InterUnit Asset Transfer Form • Vendor Table Maintenance • Cancelled Check • Revised DA-184 Direct Deposit for Payroll and Travel & Expense • SMART/SHaRPChartfield Value Change Request - Department • SMART New Fund Request • SMART New Budget Unit Request • SMART Program ChartField Change Request Form • Questions about using forms after go-live? Contact the SMART Help Desk

  13. Agency Request Form • Agencies should complete the Agency Request Form to: • Request usage of an optional chartfield (service location, agency use, etc.) not previously being used by your agency • Request usage of a SMART module that is not currently being used by your agency • Completed forms should be attached to a Help Desk incident using the Category of ‘Forms’ and Sub-Category of ‘Agency Request Form’

  14. Service Center • Agencies using the Service Center are in touch with their assigned Service Center Accountants • For general questions, you may contact the Service Center at: • 785-296-2311 • SMARTServiceCenter@da.ks.gov

  15. SMART Cutover Strategy

  16. Final Cutover Steps Dates for Agency-Facing Interfaces • June 28 – Begin bi-weekly execution of INF42 – Time & Labor Interface • July 1 – All other agency interfaces begin (Task ID 292) Final Data Conversion Activities • June 23 – Review validation report for converted assets (Task ID 322) • Thank you for submitting your files on time! • July 16 – Final pending item conversion files due (Task ID 304) • July 19 – Attend data validation session for converted pending items (Task ID 326)

  17. Online Entry of Assets –Task ID 327 • All assets must be entered into SMART by July 15 • This includes the following assets that will be entered online after go-live: • Any capital assets acquired between June 16 and June 30 • These were not included in your assets conversion file • Include property assets acquired between June 16 and June 30 • All leased assets including capital and operating leases (these were not included in your assets conversion file) • Capital assets that error during the final conversion load • Important notes: • The due date for this task was previously July 30 but has been changed to July 15 • Enter these assets with an Accounting Date of 6/30/2010 to reflect that they are prior fiscal year assets

  18. Establish Property Asset Relationships – Task ID 328 • Establish relationships by July 30 • All agencies with property assets must complete this task: • Link building assets to the associated land assets • Link building and land assets to any associated improvement assets

  19. Asset Data Entry Resources • Resources are published on the SMART website (click the Technical Resources tab): • Assets Online Data Entry Template • Entering Leases Post Go-Live Overview • Leased Assets Online Data Entry Template • Property Assets Online Data Entry Template • Search for an Asset – Property and Improvement Assets

  20. Conversion of Encumbrances and GL Balances Conversion of encumbrances and beginning GL balances will occur the weekend of July 17: • Friday, July 16 • SMART closes at 2:00 PM to begin conversion programs • No access until Monday morning • Monday, July 19 • Converted encumbrances must be updated in SMART (affects 6 agencies) • Prior years’ encumbrances will be available in SMART on Monday, July 19 • Prior years’ encumbrances are not available July 1 – 18

  21. SMART and SHARP URLs The URL for logging into SHARP does not change. SHARP end-users will continue to access SHARP at:https://sharp.ks.gov/ps9/signon.html The URL for logging into SMART is:https://smart.ks.gov/ The SMART URL can be found in Lesson 1: Accessing SMART in the Introduction to Navigating in SMART web-based training course (DAGN201)

  22. SMART Hours of Availability SMART will be available during the hours of 7:00am to 6:00pm Monday through Friday SMART will not be available on Saturday or Sunday, initially.  System availability will be reconsidered post go live and agencies will be notified of any changes.

  23. About Batch Processing • SMART batch processing consists of multiple sequences of batch jobs • Jobs must occur in a specified order • Each sequence of jobs is initiated on a regular schedule • Example: • Every hour on the hour from 9AM to 5PM SMART initiates a sequence of AP batch processes • Includes voucher build, matching, budget check, and more • The processes run one after the other until all are completed • These AP processes run concurrently with batch processes that may be in progress in other modules • The next few slides describe aspects of the batch schedule that are applicable to agency data processing

  24. Hourly Batch Processing These processes are initiated on the hour every hour from 9AM to 5PM daily • Accounts Payable • Voucher build(applies to uploads and corrected interface errors) • Matching • Budget check • Place vouchers into workflow • Accounts Receivable • INF44 Inbound Deposits • INF43 Deposit Upload • Billing item processing • Pending item processing • Travel & Expense • Budget check • Purchasing • Auto-sourcing • Budget check • PO Dispatch • General Ledger (every two hours) • Journal edit • Budget check • Place journals into workflow

  25. Nightly Batch Processing These processes are run each evening during planned SMART outages. (Migrations occur from 6PM to 7PM. Batch processing begins at 7PM.) • Accounts Payable • All AP interfaces • Voucher processing * • Setoff processing • Accounts Receivable • All AR interfaces (and INF43 Excel upload) • Billing item processing * • Pending item processing * • Budget check (release STO approved deposits) • Purchasing • All purchasing interfaces • P-Card processing • Requisition/PO processing * • General Ledger • All GL interfaces • Journal processing * • Post accounting entries from modules • Post daily balances • Generate reports • Payroll journal processing (weekly) * Includes the same processing that occurs in hourly batch processing

  26. Nightly Batch Processing (continued) These processes are run each evening during planned SMART outages. (Migrations occur from 6PM to 7PM. Batch processing begins at 7PM.) • Asset Management • Retrieve info from AP/PO • Calculate depreciation • Backup • Project Costing • All PC interfaces • Cost collection processing • Billing & revenue processing

  27. Daily Paycycle • Routine paycycle processing begins at 3PM each business day • This schedule will be re-evaluated after go-live • Timing may be adjusted to ensure all paycycle processing completes before 6PM • Any changes will be communicated to agencies in advance

  28. Monthly Batch Processing These processes run once each month in the evening during planned SMART outages (6PM to 7AM) • Purchasing(last business day of the month) • Close requisitions • Close POs • Close receipts • RTV Reconciliation • Asset Management(last day of the month) • Calculate depreciation • Create accounting entries

  29. FAQ: How long does it take to process a payment? Answer: • There are many factors that can influence processing time for various types of transactions. • New vendors must be processed and approved by FirstLogic before payments can be made. This adds at least one business day to the processing time of the first payment to the new vendor (this also applies to certain types of updates) • Transactions such as requisitions and vouchers are subject to approval. Timely approvals will decrease overall processing time • Transactions are subject to budget check, matching (if applicable), and other batch processing before they become payments. Accurate and timely data entry will increase the likelihood that transactions complete batch processing correctly the first time

  30. FAQ: How long does it take to process a payment? (continued) Answer: (continued) • If interfaced transactions contain errors, they must be fixed in SMART, or deleted from SMART and added again in the next interface cycle. Ensuring accurate interfaced data will reduce overall processing time • While SMART provides alerts for certain types of errors, users must be proactive to identify and fix some errors, such as those that occur in matching, budget check, and interface processing. Timely error resolution will decrease overall processing time • The simplest transactions (for example, non-PO vouchers), could be paid as early as the same day if all processing completes without errors before paycycle runs. This requires that the agency completes all required approvals, there are no budget check errors, and the vendor is already established and approved by FirstLogic. Most transactions are likely to take longer to process

  31. FAQ: How long does it take to process a payment? (continued) Answer: (continued) • As an example, these steps would be completed when purchasing an item within your agency’s delegated purchasing authority • This scenario assumes no errors are encountered • Any errors would create additional steps and cause some steps to be repeated

  32. Vendor Payment Self-Service Website Announced the availability of a new Vendor Payment Self-Service Website at CAN #11 The go-live date for the website is now scheduled for the afternoon of July 6, 2010 (previously July 2) Accessible via a link on the Accounts and Reports website Updated daily with ACH and Check information from SMART Contains the same information as printed on the check stub, including Voucher ID, 70 character free-form payment message, and payment referenceID (check or ACH number)

  33. Data Warehouse & Reporting Update

  34. Reporting Update • SMART Report Catalog will be published this week • Contains listing of available reports, inquiries, and queries • Will continue to update with changes as new reports are added • Agency Reporting gap process • Reporting gap resolution emails were sent to agencies • Continuing development of reports identified as gaps • Many are not required until first month end

  35. Data Warehouse Update • Data Warehouse subject areas will be deployed over the next several months: • SHARP (HR) subject areas • Employee Job on July 19 • Payroll Earnings on July 19 • Payroll Earnings Other on July 19 • Time & Labor in October • Finance subject areas • Custom #1 AP subject area on July 30 • Custom #2 AR subject area on August 30 • Additional subject areas are being designed, developed and tested and will deployed as completed

  36. Data Warehouse Update • Data Warehouse Meeting will be held July 15 for agency Power Users • Agenda • Project Status & Current Events • Support Organization • Security • Subject Area Strategy • Training Update

  37. Agency Task List Update

  38. Agency Task List Updates Agency Task List Updates New Task List posted 6/18/2010 Posted to Sunflower Project website http://www.da.ks.gov/smart/

  39. Agency Training TasksJune 2010 Enroll Agency Staff in Level 3 WBT and ILT SMART Training – Task ID 88 Ensure Agency Staff are Enrolled and Confirmed for Training Sessions – Task ID 89 Agency Staff Attend SMART Training – Task ID 101 Monitor Agency Staff Training Attendance – Task ID 102 Agency Staff Complete 100 and 200-Level WBT Training – Task ID 257 Agency Staff Complete 300 Level WBT Training – Task ID 258 Monitor Agency Staff Completion of WBT Training – Task ID 259

  40. Agency TasksJune 2010 Prepare to begin using post go-live security procedures – Task ID 285, 294 Communicate Process and Timeline to Receive SMART User ID and Password – Task ID 298 Confirm Appropriateness of Agency Contacts for Post Go-Live Activities – Task ID 318 Communicate Process for Escalating Incidents via Help Desk Contacts – Task ID 299 Participate in Go-Live Readiness – Task ID 300

  41. Agency TasksJune 2010 – July 2010 Send final data conversion files – Task ID 304 Validate converted data – Task ID 322, 326 Enter assets into SMART – Task ID 327 Establish relationships between converted property assets – Task ID 328

  42. Distribution of User IDs SMART Help Desk Liaisons will receive a secure email containing the agency’s User ID by this Friday, June 25 Existing SHARP Users will use their existing User ID and password as of June 30, 2010 New SHARP users (Time & Labor and Data Warehouse roles) have already received their new SHARP User IDs

  43. Default Password for SMART Users The default password schema will be provided at CAN14 and will be distributed securely to SMART Security Liaisons after the meeting. For security reasons, it is not being published in this presentation.

  44. Password Requirements • You will be forced to change your password when you log in to SMART for the first time. • New passwords must adhere to the following requirements: • Must include: • Minimum of 8 Alpha/Numeric Characters • Include 1 Number • Highly recommend it includes mixed case (upper/lower) and a Special Character: ! # $ % ^ & * ( ) - _ = + \ | [ ] { } ; : / ? . > < • Letters included in the password are case sensitive • Passwords cannot be reused for six months

  45. Changing Your Password The following steps explain how the end-user will enter the new password you have assigned to them. Step 1: The end-user enters their User ID and their default password on the SMART log-in page

  46. Changing Your Password (continued) Step 2: The end-user will be prompted to change their password when they sign in again. Click on the hyperlink labeled ‘Click here to change your password.’

  47. Changing Your Password (continued) Step 3: The end-user will re-enter their default password. The end-user must pick a new password that meets the password requirements and enter it in the New Password field. They will need to reenter their password in the Confirm Password field and click on the Change Password button.

  48. Changing Your Password (continued) The end-user will receive a message that their new password was saved. They will click on ‘OK’ to continue and be taken to the Main Menu in SMART.

  49. Security Request Process • Later this week, we plan to publish: • SMART Security Access Form • SMART Security Handbook • Familiarize yourself with the form and the process • Begin completing forms for any changes you have already identified • Forms will be accepted starting July 1 • Any forms submitted prior to July 1 will not be processed • Contact the SMART Help Desk with any questions

  50. SMART Support

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