Welcome Team! FIS 8.4 Kickoff Meeting

1. Welcome Team! FIS 8.4 Kickoff Meeting

2. Agenda • Upgrade Process • Timeline • Key Software Changes • Roles & Responsibilities • Other Campus Upgrades • Q & A

3. Upgrade Process

4. Planning & Strategy Upgrade Process Upgrade Cleanup Training 1st Pass Peoplesoft Finance Acceptance Testing Fit/Gap Prototyping 3rd Pass 2nd Pass System Testing

5. Upgrade Process – Cleanup/Prep • Reconciliation • Security • Key Tasks • Reporting Requirements • Configuration

6. Upgrade Process – 1st Pass • Perform Upgrade • Validation • Fit/Gap • Design Walkthroughs • Development Begins • Reports • Interfaces

7. Upgrade Process – 2nd Pass • Perform Upgrade – 2nd Time • Validate • Perform System Test • System Test Sign-off • Development Continues

8. Upgrade Process – 3rd Pass • Perform Upgrade – 3rd Time • Validate • Perform Acceptance Test • Acceptance Test Sign-off • Development Completed & Tested

9. Upgrade Process – Final Pass • Training Materials Complete • Train Operational Users • 1st Quarter Closed • Perform Production Upgrade • Validate

10. Timeline

11. Upgrade Timeline

12. AM, AR/BI Timeline

13. Roles & Responsibilities

14. Roles & Responsibilities Functional Consultant Responsibilities Include: • Assisting in the preparation for all fit/gap sessions. • Assisting in data preparation & clean-up steps prior to the start of the upgrade. • Leading all fit/gap sessions. • Assisting with the completion of all fit/gap documentation. • Defining all report & interface requirements. • Assisting with the completion of all test plans & test scripts. • Assisting with the system and acceptance tests. • Resolving all system & acceptance test issues. • Assisting with the completion of all end-user training materials. • Assisting with the delivery of end-user training. • Defining security requirements. • Completing system configuration. • Providing post-implementation support.

15. Roles & Responsibilities Application Leads: Responsible for AP, PO, GL, CDIP functional tasks Responsibilities Include: • Participating in the appropriate fit/gap session(s) including the integration session. • Approving the appropriate test scripts for the system and acceptance tests. • Participating in the system and acceptance tests. • Retesting errors that occur during the test cycles. • Validating the operational training materials. • Conducting operational training. • Becoming proficient with version 8.4 by the start of the system test. • Completing upgrade reconciliation efforts.

16. Roles & Responsibilities CDIP Application Lead: Must have the following skills Skill-set: • Detailed knowledge of FIRMS reporting requirements. • Knowledge of NACUBO rules and regulations. • Legal Edit knowledge. • GAAP knowledge. • Understanding of CO ChartField definitions, values and associated attributes.

17. Roles & Responsibilities Technical Lead / Consultant Responsibilities Include: • Coordinating the receipt of new 8.4 baseline instances. • Completing 3 test upgrades plus the production upgrade to version 8.4. • Completing development of all required 8.4 reports and interfaces. • Implementing all security requirements. • Debugging technical issues that arise during the test cycles. • Providing technical training as needed. • Resolving all test issues. • Coordinating the cutover to production.

18. Key Software Changes

19. Key Software Changes • Web Interface • No more PO Accounting Lines • KK Ledgers • New and Improved On-line Inquiries • CDIP modification • Added Security Features

20. Other Campus Upgrades

21. FIS 8.4 Campus Projects RED UPGRADE BLUE IMPLEMENTATIONS

22. QUESTIONS