UCF FINANCIALS THE N EXT G EN Fit-Gap Kick Off April 17, 2018 - - PowerPoint PPT Presentation
UCF FINANCIALS THE N EXT G EN Fit-Gap Kick Off April 17, 2018 AGENDA How are fit-gap sessions 1 Introduction 5 conducted? What is next Post fit-gap 6 2 What is a fit-gap session? actions? What do fit-gap sessions 3 7 Questions
THE
Fit-Gap Kick Off
April 17, 2018
AGENDA
Introduction 1 What is a fit-gap session? 2 What do fit-gap sessions entail? 3 How are fit-gap sessions conducted? 5 What is next – Post fit-gap actions? 6 Questions and Answers 7 What are the goals of the fit-gaps? 4
WHY CHANGE UCF FINANCIALS?
Implementation of the Oracle PeopleSoft Grants module created a need to initiate changes to the university’s chart of accounts
requirement:
Initial Driver
CHART OF ACCOUNTS (COA) & GRANTS IMPLEMENTATION TIMELINE
CoA INTERVIEWS / WORKSHOPS CoA PROOF OF CONCEPT/VALIDATION IMPLENTATION COA / GRANTS 2017 NOVEMBER DECEMBER 2018 JANUARY FEBRUARY MARCH 2019 JUNE JULY FINAL CoA DESIGN
JULY 2019 CoA & GRANTS IMPLEMENTATION GO LIVE
Method for ensuring an accurate and complete implementation Identifies changes Involves key users Produces information used to develop a conceptualized and prototyped system
WHAT IS A FIT-GAP?
Review of functionality changes from production to new environment Analysis and validation
Demonstrate delta functionality Define requirements:
Explore possibility of removing existing modifications Identify changes
Sample Data
WHAT DO FIT-GAP SESSIONS ENTAIL?
DOES IT FIT?
WE’LL BE ASKING FOR YOUR THOUGHTS ON…. 1
Recommended business process revisions
2
Existence of any critical system gaps
3
Items not available currently which are business critical requirements - New Functionality
HOW ARE GAPS AND NEW FUNCTIONALITY ADDRESSED?
For each gap or new functionality that is identified:
WHAT ARE THE FIT-GAP GOALS?
IDENTIFY modifications – maintained and new DEVELOP a clear picture of requirements DESIGN the entire process
Capitalize on best practices Interface and conversion requirements Impact of software maintenance / upgrades Meet project timeline Avoid lack of software support
THESE ARE NOT MODIFICATIONS / CUSTOMIZATIONS
PS Query Use PS Standard Reports Security Assignment
HOW ARE FIT-GAP SESSIONS CONDUCTED?
Participants vary depending on the functionality The Fit-Gaps will be facilitated by these representatives from Financials Support Services:
Dorann Mullins Elena Wilson Efrain Guzman-Carreras Hector Santos Kristal Jackson Libby Sanders Marcia Maukonen Patricia (Pat) Kentish Regino (Reggie) Besana Richard (Rich) Strohfus Varsha Das
Each module has multiple Fit-Gap sessions
FSS ROLES & EXPECTATIONS
Provide recommendations for new functionality Relate experiences Provide UCF Financials expertise Keep discussion focused Facilitate sessions Offer alternatives to system modifications Provide direction to facilitate creation of deliverables
PARTICIPANTS ROLES & EXPECTATIONS
sessions
Empowered, knowledgeable participants User participation Keeping an open mind Making timely decisions (48 Hours) Focusing on the need, not the current processes Taking ownership Minimum modifications
CRITICAL SUCCESS FACTORS
WHAT IS NOT PART OF A FIT-GAP:
Oracle PeopleSoft training Forum for discussing unrelated topics Forum for developing business processes
UCF FIT-GAP APPROACH
Fit-Gap Activities:
Review minutes from previous session Review agenda for current topics Discuss new or delta items Discuss new functionality vs. current process Confirm any decisions or issues raised
WHAT IS THE TIMEFRAME FOR FIT-GAPS?
WHAT IS THE TIMEFRAME FOR FIT-GAPS?
WHAT IS THE TIMEFRAME FOR FIT-GAPS?
WHAT HAPPENS AFTER FIT-GAPS
Conduct testing Validates business data conversion Implement change management plan Develop modifications, reports, interfaces and conversion program UCF Financials Next Gen goes live Review production readiness Conduct end-user training
THANK YOU FOR ATTENDING