OASIS/PeopleSoft Communication and Coordination Meeting

1. OASIS/PeopleSoft Communication and Coordination Meeting September 5, 2007

2. U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

3. ERP The ASU Way Iterative Process U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

4. O/PS Communication & Coordination • First Wednesday every month • Communicate • Communicate • Communicate • Coordinate • Communicate • Communicate U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

5. Systems Schedule – September • Maintenance weekend, Sept 22nd. • Failover to site B from 12:01am to 4am on Sept 22nd • Failback to site A from 6pm to 9pm on Sept 23rd. • Start bundles/fixes application cycle • SA Bundles 10 & 11,HCM Bundles 10,11, 12, Tax updates • Tools updates • Production freeze starts Sept 28th U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

6. Systems Schedule - October • Tools/U&Fs • Testing: Oct 3rd– Oct 13th • Production application – Oct 13th • Maintenance window – Oct 20th • Failover and failback • Split student and admin domains • Better caching • Increase timeout U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

7. Systems Schedule - November • CRM bundles • More SA bundles U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

8. Systems/Technical Priorities • Communication lists • Public calendars • Current tasks and migration status • Systems status page for non-prod environments • Current mod status • Staff augmentation • Performance monitoring and tuning • FAQs U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

9. Student Administration Milestones • August – Start of the Semester • Disperse Financial Aid (grants, scholarships and loans) • Accept payments, place in payment plan • Removed advising holds to promote registration • Late admissions, registration, drop/add • Rosters to faculty • Class additions/room adjustments • Financial interfaces • Performance, monitoring, clean-up data U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

10. Student Administration Milestones • September • PeopleSoft system of record for academic records • Official, unofficial transcript • DARS degree audits from PS • Grading, grade changes • Academic Status Report • iPOS (graduate program of study) • ASU Interactive transition • 21st day reporting (official counts from PS - 9/10/07) U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

11. Student Administration Milestones • Rest of the fall semester • Critical tracking (e-Advisor) • Graduation and self-service graduation application • Reporting, audits • Winter semester set-up and registration • Spring semester registration (November) U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

12. HRIS Administration Milestones • July - August • Go-Live • Financial Interfaces Advantage • Service Provider Interfaces • Employee Self Service • EPM roll out • New Employee and re-hire process / 5000 • Benefits Enrollment • Process Refinements • Web Clock to Timesheet • Manual Checks to On-line Checks • Process refinements DTA – Super Users • ARS to CRM • Helpdesk and HR help line • Performance, monitoring, clean-up data U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

13. HRIS Administration Milestones • September • PeopleSoft system of record for Benefits • Salary Merit updates • Effort Reporting roll out • ASU Interactive transition • Self Service refinements • EPM reporting expanding content • First quarterly reporting • Phase 2 modifications • Knowledge transfer U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

14. HRIS Administration Milestones • 4 th Quarter • Knowledge transfer • Expanding Reporting, audits • Tax Updates • Phase 2 modifications • Year End Reporting U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

15. Customer Relationship Management Milestones • July - August • UTO Support Go-Live • Category/Type Detail Improvements • AZ Central Banner Campaign • Email enhancements via PS role • Additional Customers for Support Module • Engineering • Research • OHR U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

16. Customer Relationship Management Milestones • September • Performance • Performance • Sales/Marketing enhancements • Printing • Events • Support enhancements • Initial data warehouse reports U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

17. Customer Relationship Management Milestones • 4 th Quarter • Performance improvements • Additional customer rollouts • Search/Match integration • Communication improvements (email/print) • Expanded Reporting • Additional on-line marketing campaigns • Knowledgebase • Change Control U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y

18. Questions U n I v e r s I t y T e c h n o l o g y O f f I c e , A r I z o n a S t a t e U n I v e r s I t y