Financials 9.1 UpgradeProgress Update

Financial Unit Liaison MeetingMay 18, 2011

Agenda

• Go-Live Target Date• ITS Progress • Change Management Overview

– User Testing– Training Plan– Communications

• UL Action Items• ITS Next Steps

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Target Go-Live DateAugust 2011

S M T W T F S

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• July 2011: – Finalize go-live date based on:

• System testing of end-to-end processes• Business Process Owner input

– Announce transaction cutoff dates and process workarounds

M-Pathways unavailable:Aug. 4 @ 5 p.m. – Aug. 9 @ 7 a.m. Reporting environments available

ITS 9.1 Upgrade Progress

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These three areas occur along overlapping timeframes.

University departments and business process owners contribute to each of these areas.

As of 05/13/11

Overall, the level of system and business process change for 9.1 is low.But there are some changes…

9.1 Changes by Module

• Procurement: – ePro Req profile– New look for the ePro Req

• Same data entry and business processes

– New ePro Req approval rule • Department manager approval

• Inventory:– Fewer steps for fulfillment process

• Asset Management:– Departmental security removed

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Change Management Overview

You & your unit

TestingTesting

Training

Training

Email &

Other

Email &

Other

Participate in user testing•Pre-test survey•Hands-on activities•Validate & evaluate 9.1

Review My LINC material:•July: change information for existing users•August: new user training

Read and review:•Upgrade communications•Upgrade web sitehttp://www.mais.umich.edu/fin/9.1-upgrade.html

User Testing• Why: Solicit feedback

– Current M-Pathways use• How a task fits into your job• Successes/challenges

– 9.1 functionality• Impact of changes• Successes/challenges

• What: eProcurement Reqs• Where: WOTO training rms• When: June 14 – 16 & 20

– 2 hour sessions, AM or PM

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• Who: Current ePro users– Experienced users– Infrequent users

• Selected by M-Pathways statistics & Help Desk calls

User Testing

How we will communicate?• Email FIN ULs (May 19)

– Proposed participant list– Request for participants’ time

• Email participants (June 1)– Registration instructions– Pre-testing survey

• Web site (post testing)– Testing information– Feedback summary– http://www.mais.umich.edu/

fin/9.1-upgrade.html

What will ITS use the info for?• Validate system test

conditions• Improve performance

support content• Identify best practices• Improve customer service

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Training Plan

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July/August 2011 S M T W T F S

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• Use My LINC to deliver training materials – Simulations– Job aids (e.g., procedures, overviews of change)

9.1 procedures available

New user training available

Potential Interchanges & Webinars

Upgrade Communications

• Communication Archive available @http://www.mais.umich.edu/fin/9.1-upgrade-comm-

archive.html

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UL Action ItemsUser Testing• By 05/27/11:

– Review list of participants – Notify supervisors about

request for staff time in mid-June

– Identify alternate participant, if necessary

Unit Readiness• Advertise upgrade

deadlines in your unit:– RDA users – verify contacts – PS Query users – rename or

delete public FINPROD queries by 07/20/11

– FIN users – review updated training materials in July

• Stay informed – visit the upgrade web site– http://www.mais.umich.edu/

fin/9.1-upgrade.html

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ITS Next Steps• Continue system testing & performance

support activity• Conduct user testing

– Central Office (May – June)– Departmental (June)

• Release table change information in June to:– RDA users– PS Query users– UM Data Warehouse/BusinessObjects users

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Questions?

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