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URFinancials Project Project Review

URFinancials Project Project Review. Topics. The change from FRS (Financial Records System) to Workday Software-as-a-Service ( Saas ) Cloud Solution via web Easy and quick to implement configurations and adaptations Scheduled 3x per-year updates (March, July, November)

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URFinancials Project Project Review

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  1. URFinancialsProject Project Review

  2. Topics • The change from FRS (Financial Records System) to Workday • Software-as-a-Service (Saas) Cloud Solution via web • Easy and quick to implement configurations and adaptations • Scheduled 3x per-year updates (March, July, November) • Broad integration requirements and useful Best Practices • FRS implemented in 1984; need for more dynamics and flexibility • A partnership for growth • Workday provides software configuration and a link to developers • Deloitte provides implementation experience and Best Practices

  3. Topics • Project Scope • Project Timeline & Methodology • Project Structure • Workday Overview • Challenges and Opportunities • Questions

  4. Scope • Our primary focus is the elimination of high-risk financial information systems (FRS) • Team to recommend opportunities for business process improvement • Our implementation will be based on standard solutions • Chart of Account (COA) design and integration • General Accounting and Reporting • Fund Accounting / Post=Award Grant Management • Accounts Payable • Feedback is encouraged and welcome

  5. Project Timeline & Methodology • Configure & Prototype • Jun ‘13 • Deploy • July ‘14 • Plan • Jun ‘12 • Test • Nov ‘13 • Architect • Feb ‘13 • Team Assembly • Charter • High-Level Plan • Team Training • Kick-Off • Initial Prototype • Design Workshops • Integrations Discovery • Design Review & Approval • Project Plan Update • Configuration Prototype • Unit Test, Validate Configuration • Build Integrations & Reports • Final Configuration Prototype • Create Test Cases & Scenarios • System Test • User Acceptance Test • Go-Live Check-list • Production Readiness Re-view • Go-Live • Post Production Support • Post Project Review

  6. Project Structure Executive Steering Committee Ron Paprocki – Exec. Sponsor Project Mgmt Team Doug Wylie, John Barden Jim Dobbertin – Project Manager Workday Product Advisory Group (with Georgetown, Brown, NYU, and Yale) Core Project Team (Phase 1) University Finance Advisory Committee General Ledger/COA Kathy Strojny /Patty Stevens Accounts Payable Marta Herman Grant Accounting Jeff Sullivan Support Teams (technical, deployment, communications, COA remediation) Functional Advisory Groups

  7. Challenges & Opportunities • SaaS application concept – no customization but based on industry best practices • Internal resource allocation • Change management • Business process reviews and alignment • Organizational structure and job role definitions • Communications • Demonstrations, reviews and collaborations • Training • Chart of Accounts conversion • Potential for business process change prior to software implementation (reduce the variables required for go-live) • In-flight development of the software

  8. Questions? Find us at: www.rochester.edu/adminfinance/urfinancials

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