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Technology Day - CMS Session -

Dive into the latest updates and challenges in CMS including finance, human resources, and solutions for campus administration. Join us for a comprehensive session covering key aspects of the CMS project. Learn about staffing challenges, project status, training, support systems, and more. Get insights into the CMS launch and demo session. Stay informed about the steering committee's reviews, support systems upgrades, and training initiatives. Engage with the CMS community and contribute your feedback for ongoing improvements. Be part of the transformation with CMS. RSVP now!

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Technology Day - CMS Session -

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  1. Technology Day- CMS Session - Overview: Chris Manriquez Human Resources: John Lynn Finance: Allyson Bates Campus Solutions: Susan Kachner September 21, 2006 2:15 – 3:00 pm

  2. Agenda • CMS General Items • CMS Committee Overviews • CMS Support Systems • CMS Training & Support • CMS Project Status Updates • Human Resources • Finance • Campus Solutions (Student Administration)

  3. CMS General Items • New CMS Space Plan • Library 6th Floor Space • Became cost prohibitive for improving location • College Park 800 & 830 • House Project Office and the HCM/HR and FIS Projects • Improvements to be made in CP830 • Library 2nd Floor Space • House SA Project • Reorganization of IT Division locations • Utilizing 2nd floor space for meeting / fit gap rooms

  4. CMS General Items • CMS Staffing Challenges • CSUF is encountering difficulty hiring and retaining business analyst and technical staff • Existing Project Requirements have Grown • Timelines for upgrades have been collapsed to a point where they are nearly continuous • Once software is implemented, the BA role becomes important to both operations and upgrades simultaneously • The campus requests for enhancements and bolt-on’s to CMS will continue to grow

  5. CMS General Items • Communication • Redesigning CMS Website to provide timely project updates per Application / Area (October 06)

  6. CMS General Items • Communication • Monthly CMS Divisional Finance Manager’s Meetings • Various Sessions • Finance Demo / Exposure Session (Completed May/June) • Technology Day • CMS Campus Solutions Launch and Demo Session • September 27 in PLN-130, 2 – 4pm • Please forward your suggestions and feedback to cmsproject@fullerton.edu

  7. CMS Committee Overviews • CMS Steering Committee • Finance Big Concepts Review and Approval Process • CMS Finance Management Team • CMS Steering Committee • Big Concepts include: • Definition of Chart of Accounts • Custom Front-End for Requisition Entry • Department Level Security for Custom Front-End Requisition Entry • Custom Front-End for Online Budget Transfer • Two new student representatives on the CMS Steering Committee • Daniel Ramsey and Cailen White ü ü ü ü ü ü ü ü

  8. CMS Committee Overviews • Forms Committee • Completed review for software (E-Forms) • Limited section pool for forms • Recommending E-Forms to CMS Steering Committee • Next steps are: • Discussions on campus wide forms across all applications • Providing a recommendation on campus support needs for form deployments

  9. CMS Committee Overviews • Reports Committee • Steering Committee approved recommendation for software (Brio) • New Committee Chair: Lisa Kopecky • Next steps are: • Discussions on campus wide reports across all applications • Providing a recommendation on campus support needs for report deployments

  10. CMS Support Systems • Brio Hyperion Installation: • Reporting tool to be used by campus to access reports • Brio version 9.0 purchased • Specifying hardware for new installation • Working with Admin and Finance Division for transition plan • Currently using 6.0 • Reporting Committee to discuss access and deployment • Timeline: March 2007 Go Live

  11. CMS Support Systems • File Net Upgrade • Scanning, imaging, and repository • File Net version P8 purchased • Specifying hardware for upgrade • Installation to include E-Forms as an Informed Filler Replacement • Stage releases for Content Engine and Process Engine functionality • Timeline: January 2007 (installation Go Live) • CMS Team will be contacting current imaging end users to ensure minimal or no change.

  12. CMS Support Systems • CMS Data Warehouse • Sun hardware installed and testing in-process. • CO discussing the use of newer EPM 9.0 software for 8.9 DW installations • may include additional costs (installation and hardware) • Planning begun on disaggregating of current campus data warehouse (Ziggy) • Timeline: September 2006 (8.0 installation Go Live) • Timeline: March 2007 (Anticipating installation of EPM 9.0 for 8.9 HR and Finance depending on CO decision)

  13. CMS Support Systems • CMS Portal Integration • Selection of a People soft / Oracle tool • Driven by Student Admin application • Examining these applications and toolsets needed • Timeline: October 2007 (Implementation Go Live) • CMS Software Development & Operations • HCM/HR 8.9 instances now available (**) • HCM/SA 8.9 instances now available (**) • FIS 8.4 instances now available ** Collaborative development in HR/SA

  14. CMS Training & Support • Training and Support working closely with all application areas (HR, Finance and Student Admin) • documenting fit/gap and IDP sessions • assisting with testing end-user functionality • creating user training guides including web-based tutorials • Training and Support will be working with all divisional coordinators • to create a training plan and schedule that will accommodate campus users.

  15. CMS Project Status Updates

  16. Tech Day – CMS Session CMS Human Capital Management / Human Resources (HCM/HR) Status Update

  17. HCM/HR Project Upgrade & Implementation Timeline • March 2007 Campus Go-Live • HCM/HR 8.9 Upgrade • Retrofit existing functionality • Addressing Central and Campus Issues & Concerns • Design is 90% complete • Functional specifications to be completed • Development in-process • Retrofitting current modifications • Developing revisions requested from Fit Gap & Design Review Sessions • To be completed mid-October • Testing to begin in October

  18. HCM/HR Project Upgrade & Implementation Timeline • March 2007 Campus Go-Live (cont.) • Absence Management • Pending receipt of the Absence Management setup from CMS Central • Replaces Leave Accounting and Positive Pay • Design Stage in-process • Module Fit Gap sessions scheduled to begin week of 10/02 • User Work Team Design Review sessions targeted for November timeframe • Development to begin in November • Testing to begin in December

  19. HCM/HR Project Upgrade & Implementation Timeline • March 2007 Campus Go-Live (cont.) • Distributed Functionality • Temp Faculty Modification • Student Worker Modifications • Incorporating campus suggestions / feedback

  20. HCM/HR Project Upgrade & Implementation Timeline • July 2007 Campus Go-Live • Labor Cost Distribution • Process within CMS HR where state paid earnings, taxes and deductions are associated with the appropriate combination of Finance chartfields. • Design Stage in-process • Module Fit Gap sessions completed • User Work Team Design Review sessions targeted for October / November timeframe • Development to begin in November • Testing to begin in December

  21. HCM/HR Calendar of Events • Campus Involvement • User Work Team Design Review Sessions • Completed • Student Worker Modification • Temp Faculty Modification • Yet to be Completed • Labor Cost Distribution: October / November timeframe • Absence Management: November timeframe

  22. HCM/HR Calendar of Events • Campus Involvement • User Work Team Testing • Temp Faculty Mod: 8 hours week of 1/15/07 • Student Worker Mod: 8 hours week of 1/22/07 • Absence Management: 8 hours week of 2/12/07

  23. Web Functionality Benefits

  24. HCM/HR 8.9 Functionality

  25. HCM/HR 8.9 Functionality

  26. HCM/HR 8.9 Functionality

  27. HCM/HR 8.9 Functionality

  28. HCM/HR 8.9 Functionality

  29. HCM/HR 8.9 Functionality

  30. HCM/HR 8.9 Functionality

  31. HCM/HR 8.9 Functionality

  32. Tech Day – CMS Session CMS Finance Status Update

  33. Introduction of CMS Finance Team • CSUF Team • Business Analysts • Allyson Bates, Lead Business Analyst • Shelly Montoya, AP Business Analyst • Joan Horn, PO and Asset Mgmt Business Analyst • Lynn Cayas, GL/Budget Business Analyst • Technical Team • Documentation / Training & Support Team • Subject Matter Experts • Module Work Teams & User Work Teams • IO Consulting Team • Gary Murphy, Joe Lipnisky, John Leary

  34. Finance Project Implementation Timeline • July 2007 Campus Go-Live • 8.4 implementation vs 8.9 implementation • Modules • GL / Budget • Procurement • Accounts Payable • Asset Management • Accounts Receivable & Billing

  35. Functionality / Benefits of CMS Finance • Enhanced reporting capabilities • Campus Community reporting • Chancellor’s Office required reporting • State required reporting • Opportunity for Business Process improvement • Budget transfers • Requisition entry / approval • Recharge / reimbursement activity • Reports

  36. Finance Calendar of Events • CMS Divisional Finance Coordinators • Completed • FIS System Exposure – Overview of CMS “baseline” system • Desktop Reviews – 1:1 meetings to review FRS Web, FIS reports, etc. • Divisional Finance Coordinators continue working with their CMS Divisional Finance Support Groups • In Summer 06: Discussion materials included: Process maps, chart of accounts, FRS conversion mapping, FIS interfaces, department reporting tree, distributed end user reports, distributed end user forms, issues & concerns • Continue Divisional Finance Coordinators monthly meeting

  37. Finance Calendar of Events • CMS Module Work Team • Training • GL/Budget, PO, AP – Completed • AR/Billing – October • Asset Management - November • Fit Gap • GL/Budget and PO – In process • AP and AR/Billing – to begin in October • Asset Management – to begin in November • Development: to begin end of September • System/Acceptance Testing: to begin January 07

  38. Finance Calendar of Events • CMS User Work Team • Information Meeting on September 22nd • To review Fit Gap process, schedule and roles/responsibilities • Training & Fit Gap • PO – October 3-5 • GL/Budget – October 17-19 • Dates to be determined for future sessions • Accounts Payable • Asset Management • AR / Billing • Reports • Forms

  39. Finance Calendar of Events • Fit Gap Training with User Work Team • Conduct System Overview • Review process maps per divisional feedback (integration points) • Fit Gap with User Work Team • Review Decisions and Outstanding Issues from Module Work Team Fit / Gap • Review divisional issues & concerns and resolution • Hold design sessions for gap customizations • Req Entry • Fund transfers • Chartfield change request form • “Common” Distributed End User Reports • Common” Distributed End User Forms

  40. Tech Day – CMS Session CMS Campus Solutions (Student Administration) Status Update

  41. Introduction of CMS Campus Solutions Team • CSUF Team • Susan Kachner - Project lead and Campus Community module lead • Nancy Dority - Admissions module lead • Melissa Whatley - Records module lead • Maria Mezhinsky - Academic Advising module lead • Jan Burnham/Zia Qureshi - Student Financials module lead • Ann Sciortino - Financial Aid module lead

  42. Introduction of CMS Campus Solutions Team • Cedar / Crestone Team • Jan Loomis - Project manager consultant • Melanie McClellan - Admissions consultant • Ryan Meyers/Paul Rhinehart - Records consultant • Bonnie Schmidt - Academic Advising consultant • Jay Baruch - Student Financials consultant • Laura Savage - Financial Aid consultant • Fortino Lopez, Tian Xin – technical consultants

  43. Campus Solutions Project Implementation Timeline • Phased-In Implementation Go-Live Dates • Course inventory (catalog) – August 2007 • Summer and Fall 2008 class schedules – September 2007 (begin schedule build) • Admissions applications for Fall 2008 –October 2007 • Financial Aid ISIR’s loaded for 2008/09 – February/March 2008 • Registration/Fee payment for Summer 2008 – April 2008 • Grading and transcripts in CMS – Summer 2008

  44. Functionality / Benefits of CMS Campus Solutions • Secure web-based access to CMS Student Administration available 24x7 • Web-based self-service functionality for faculty and students (replacing TITAN Online) • available 24x7 • will handle a much larger load of simultaneous users • Student self-service access to see and update more information than they can in TITAN Online • including viewing/changing address data

  45. Functionality / Benefits of CMS Campus Solutions (cont.) • Faculty self-service access to real-time class lists • with easy ability to email students in the class and post grades on the web • Articulated transfer coursework will be used in pre-requisite checking • A more readable degree-progress report • Registration wait listing functionality that we may choose to utilize

  46. Functionality / Benefits of CMS Campus Solutions (cont.) • Will provide CSU Fullerton opportunities • To examine, revise and streamline current business processes • To improve documentation and training • CMS Central will handle implementing all regulatory and CSU-mandated changes for all 23 campuses • eliminating the need for all 23 campuses to do this independently • There is an opportunity to share best-practices, modifications and reports across all CSU campuses

  47. What is an IDP? • Interactive Design & Prototype (IDP) sessions • Examine current business processes in and identify how those processes will change in PeopleSoft • Begin to identify any modifications we need in PeopleSoft • Setup of CMS tables (see examples below) • Careers, programs, plans, sub-plans (all our majors, minors, concentrations, etc.) • Colleges, departments, subject abbreviations • Degree audit rules • Begin data conversion from SIS+ • Begin identifying critical reports and write them in the PeopleSoft environment

  48. Campus Solutions Calendar of Events • Overview training held August 7-10 • Academic Structure IDP sessions held August 14-24 • Campus Community IDP sessions held August 28 – September 14 • Consultants will “preview” their functional area September 18-28

  49. Campus Solutions Calendar of Events • IDP sessions for these modules will begin October 2nd • Admissions • Academic Advising • Records • Financial Aid • Student Financials IDP sessions will begin in January 2007 • CMS Campus Solutions (Student Admin) Launch and Demo • September 27 in PLN-130, 2pm – 4pm • CMS Campus Solutions Overview • Demonstration of Self Service for students, faculty and staff

  50. CMS Project Status Update • ERP System • Campus-wide Project • Working together across all applications • LCD: HR & Finance • Campus Community: Campus Solutions & HR • Student Financials: Campus Solutions & Finance Please forward your suggestions and feedback to cmsproject@fullerton.edu

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