Pinnacle Telephone Billing System Upgrade Open Forum I

1. Pinnacle Telephone Billing System Upgrade Open Forum I February 27, 2009

2. Agenda • What's different between the old and new system • What to expect from the new system - processes changing and those staying the same • How you will access the system • Timeline for rollout • Questions and Answers

3. Pinnacle Terminology • Subscriber: Staff, Faculty, Auxiliary Staff member or Department “user” (e.g. ITS Service Desk) assigned telephone services • Service: Telephone related item tracked and billed through Pinnacle (e.g. telephone line, calling card, cell phone, authorization code) • Directory information: Public telephone number, FAX, and location maintained within Pinnacle and fed to Cal Poly Directory

4. What's Different

5. Benefits of Changes • Benefits • Greatly Improved Data Consistency through automated provisioning and limited manual data entry • Going “Green” – saving paper by eliminating paper bills • Provides Improved Interface • Integration with Portal, no additional passwords to remember and on and off-campus access • Secure, reliable (vendor supported), future growth path • Possibility of future added Self-Service capabilities (e.g. ability for individual staff and faculty to access the system to review their bill)

6. What to Expect From The New System • Processes Changing: • All Reports via Web • Eliminating Web based PDF directory sorted by name – information available through portal • We will continue to maintain Directory telephone number, FAX and location. All other directory information will now be pulled from its source system (e.g. we will no longer maintain alternate working titles but will use those provided by HR and Academic Personnel) • Each individual will be identified in one primary department as they are in Cal Poly Directory

7. What to Expect From The New System (Continued) • Processes Staying the Same: • Personal support via ITS Service Desk • Web based PDFs sorted by Administrative Offices and Campus Offices will still be available • Departmental entries in the portal will still be available through the request form at: http://servicedesk.calpoly.edu/documents/forms/Department.pdf • The Add, Move or Change process will remain the same although we will shortly be working to upgrade our online request forms

8. Accessing the System

9. Demo Screen Shot

10. Roll Out Strategy • Two consecutive months of correct bills – March and April. Goal: bills to Telephone Coordinators in April. • Legacy system will be available through the end of the Fiscal Year for historical purposes, after this data will be archived for audit purposes • During March and April, due to heavy project and dual entry requirements, we do expect some delays in Telephone request processing so please plan for this and we apologize for any inconvenience

11. Rollout Timeline

12. Questions & Answers • Open forum questions, answers • Web: http://servicedesk.calpoly.edu • Contact: • David Rossddross@calpoly.edu756-1360