University of Florida ERPExecutive Overview

March 12, 2003

2

ERP Days to go-live

14 Days Remaining for Portal Go-Live

136 Days Remaining for EPM Go-Live

471 Days Remaining for Financials Go-Live

471 Days Remaining for HR/Payroll Go-Live

1010 Days Remaining for Students Go-Live

3

Vision Statement

The University of Florida requires 10 integrated systems University Management Vendor Relations Human Resources Payroll Asset Management Sponsored Programs Student Administration Instruction Value Chain Technical Architecture/Infrastructure Alumni and Friends

4

ERP Organizational Changes

Combine Purchasing & Accounts Payable Combine Human Resources & Payroll Combine DSR Offices A centralized ERP/PeopleSoft office

Maintain a help desk function University wide training Security maintenance installation of upgrades, fixes, compliance releases, application

maintenance, etc.

5

ERP Structure

SponsorCommittee

StakeholdersCommittee

ERP ProjectDirector

AdvisoryUser

Councils

StudentFinancialsEPM HRMS

ERP PROJECT ORGANIZATION

ProjectManagement

Office

Portal

6

UF Staffing Plan

Key UF employees from across campus moved onto the project in June 2002

Participated in the evaluation and selection of ERP vendor

PeopleSoft conference room pilot and intense training in each functional area

Recruited and Interviewed functional and technical consultants who were brought on as UF OPS positions

Bearing Point helped develop project plan and staff senior consultants in project management office, Human Resource and Finance

7

UF Employees

University Management Jim Ferrer - Associate Controller – 16 years Laura McGill - Business manager – College of Medicine – 17 yearsVendor Team Maryann Whitley - Associate Purchasing Director- 20 years Woody Christie - Associate Purchasing Director – 18 years Monica Thames Lamar - Travel Section Supervisor – 10 yearsHuman Resources Bob Willits - Associate Director of Human Resources – 28 years Steve Wing - Assistant Director of Human Resources – 17 years Rita Cowan - Director of Academic Personnel – 33 years Greg Fussell - PeopleSoft Project Lead USF – HR – 22 years Mary Alice Albritton - USF – Director of Human Resources – 20 yearsPayroll Murphy Miller - Assistant Controller/Payroll manager – 18 years Linda Orfield - Payroll Supervisor – 5 years Paul Williamson - SFCC Payroll manager – 3 yearsSponsored Programs Suzanne Sindledecker - Indirect Cost Supervisor – 15 years Pamela Scott - Post and Pre award experience- both C&G and IFAS – 13 years Dana Rechsteiner – Research Programs Coordinator – 10 years

8

UF Employees

Capital Projects Frank Green - Assistant Controller – 18 years Randy Staples - Director of Property Records – 10 yearsStudent Linda West – Associate Registrar – 15 years Elaine Stuckman - Associate Director of Financial Aid – 22 years Patti Perkins - Student Financial Services Supervisor – 25 yearsCommunications Diane Craig – The Center Supervisor – 11 yearsAuditing Anne Burt - Associate Director, Inspector General – 20 yearsTraining Juanita Reddish – 20 years Denise Hodge – 15 years Project Manager Fred Cantrell – Associate Vice President Administrative Affairs – 30 years Jennifer Snowden – Administrative Assistant – 17 years

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UF Employees

ERP Technical Warren Curry - Associate Director of Information Systems – 18 years Janice Devlin - Computer Applications Coordinator – 4 years Bryan Cooke - Computer Applications Coordinator – 3 years Christine Schoaff – Process and Standards – 1 year Sid Sachs - Senior Programmer Analyst – 18 years Lee Stevens - Computer Applications Coordinator – 8 years Carol Cobb - Computer Applications Coordinator – 12 years Jane Thomas - Computer Applications Coordinator – 17 years Chris Davis - Programmer/Analyst – 3 years VJ Rao - Senior Programmer Analyst – 2 years Stephen Solomon - Computer Applications Coordinator – 3 years

IT Infrastructure Mike Conlon - Director of Data Infrastructure - 21 years Henry Dai - 7 years Brennan Folmer - 1 year Gautam Das - 2 years Mark Palmer - 17 years Allen Rout - 6 years Matt Herring - 1 year Dave Gruber – 1 year Scooter Willis – 1 year

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UF PeopleSoft New Hires

Rene Blum – Standard Register Company, New York Compensation Board, Lockheed Martin, Toyota, Wendy’s, Norwegian Cruise Line, Portland Metro, HealthSouth, Mapco, Quantum – FINANCIALS – 9 years

Michael Castronovo – ING, Association of Clinical Research Professionals, Williams Company, Florida Institute of Phosphate Research, Toyota Motors, American Business Products, AON Consulting, BDO Stoy Hayward, Entergy – PROJECTS – 5 years

Lee Catledge – Arthritis Foundation, USinternetworking, Budget Rent-A-Car – FINANCIALS – 7 years

Michael Corwin – Clemson University, Maryland Institute College of Art, University of Notre Dame, California State University, Columbia College, JCPenny, Blue Cross Blue Shield, Cincinnati Bell – HR, Student – 7 years

Peter Christiaans – General Motors, Lockheed Martin, Tropical Shipping, Bank One, Sunbeam, Royal Caribbean Cruises, DynCorp, Six Continents, Sunglass Hut, Boston Childrens Hospital – Human Resources – 8 years

John Eberhardt – Blue Cross Blue Shield, CSX, City of Charlotte, CSX Technologies, Barnett Bank – 9 years

Peter Eschenbach - PeopleSoft, DePaul University, University of Kansas, Medical College of Georgia, University of Wisconsin-Milwaukee, Clemson University, Vanderbilt University, Ohio State University, Fred Hutchinson Cancer Research Center

Carolyn Foster - PeopleSoft, Ohio State University, County of Riverside, California, California Department of Transportation, Virginia Department of Transportation

Bill Freeman – Vanderbilt University, Federal Express – STUDENT/HR/DBA – 6 years

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UF PeopleSoft New Hires

Sunil Gedela – Shands HealthCare, Dynergy, Siemens Medical Systems, Amway, Metamor, BellSouth – FINANCIALS/HR – 6 years

Craig Golden – UF Foundation, Profit Recovery Group, National Geographic, HomeSide Lending, Atlanta Gas – FINANCIALS – 8 years

Tim Graham – Florida Tile, Red Lobster, Olive Garden, Watkins Motor Lines, Home Shopping Network SECURITY/ROLES – 8 years

Charles Hamilton – UF Foundation, Profit Recovery Group, Sylvan Learning Systems, National Geographic, HomeSide Lending – 7 years

Heather Harty – California State University, PeopleSoft, Northeast Wisconsin Technical College, Polytechnic University, Catholic University of America, Northwestern University – STUDENT FINANCIAL AID – 10 years

Troy Haynes – City of Cambridge, Sallie Mae, ING Group, Sylvan Learning Systems, Carey International, Aether Systems, e.Spire, Nelson Communications, Mahoning County, City of Cleveland, City of Colorado Springs, Department of Energy, New York University, St. Petersburg Junior College – FINANCIALS – 6 years

Sam Humphrey – PeopleSoft, U.S. Treasury, California State University, Wake Forrest School of Medicine, Third Millennium, Home Point, Corio, Lancaster County School Systems, North Carolina State University – WORKFLOW – 6 years

John Jiang – GoldenGate, Sallie Mae, Robert Half International, PeopleSoft, Broadvision, Versigin – DB2 Data Warehouse – 6 years

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UF PeopleSoft New Hires

Kevin Ketts – SecureWorks, Cox Enterprises, UF Foundation, National Geographic, Profit Group – SECURITY – 6 years

Greg Marks – R.W. Baird, Intersil, State of Montana, 21st Century Insurance, City of Fremont, Ferguson Enterprises, KPMG, Eckerd, Harris Corporation, Anchor Glass – Time and Labor – 9 years

Heather Maile – New York State Workers Compensation Board, Underwriters Laboratories, General Motors, Pepsi-Cola, Bank One – Human Resources – 6 years

Louis Mead – Detroit Edison Energy, Tiffany’s, M.D. Anderson Cancer Center, PricewaterhouseCoopers, BDM/TRW, New York Public Library, Barnett Bank, Sun Glass Hut, Sports and Recreation - PAYROLL AND BENEFITS – 8 years

Robert Murphy – University of Missouri – Student Administration – 4 years Jadhu Nadarajah – Chubb Security, Xavor Corporation, Reuters Finance – PORTAL – 2 years Tami Perrielo – Fresno State, Columbia College, Duke University, University of California,

University of Missouri, Clemson University, John Hopkins University – FINANCE, HR, STUDENT -

Jason Schober - PeopleSoft, Medical College of Georgia, University of Wisconsin-Milwaukee, Clemson University, Vanderbilt University, University of Louisville, University of Utah, University System of Georgia

Lillian Selvy – Eckerd, Harvard University, Atlanta Gas and Light, Inktomi, Milwaukee Public Schools, Fairchild Semiconductor, BellSouth, Coca Cola, Barnett Bank, Norrell, Union Bank of Switzerland, British Telecom – HR Benfits, Payroll, Time & Labor – 10 years

13

UF PeopleSoft New Hires

Paula Sousa – Red Lobster, Olive Garden, Florida Tile, CHC, Peace River, Tri-County – HR Payroll, Benefits, Time & Labor – 4 years

Mark Tabor – Oklahoma State University, Watkins Trucking Line, Arthritis Foundation, Entergy, US Interneworking, E-Trade, H&R Block, AIMCO – Financials – 7 years

Rita Taylor – University of Northern Arizona, Merrill Lynch, Boston College, National Grid, Port Authority, New York Times, University of Waterloo, El Paso Energy – HR – 5 years

Jack Townsend – City of Cleveland, AON Corporation, Household Finance Corporation, New York University – FINANCIALS – 7 years

Christopher Uher – Avalon Bay Communities, Hilton Hotels, Six Continents Hotels, Exelon – FINANCIALS/HR – 5 years

Woody Wood – University of Missouri, Grumman Aerospace, Motorola, Texas Instruments, NASA, Cummings, Allied Chemical, American Red Cross, ADM – Human Resources – 5 years

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University of Florida ERP Team

405 years of UF experience on the project 207 years of PeopleSoft experience on the

project

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Advisory User Councils

Goals Communicate Status Solicit Advice Cross Application Integration Issues Receive PS End-user Training

AUC Contributions Future State Business process Workflow Security Reporting/Query Development User Based Training

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Advisory User Councils Meeting Schedule

Monday Tuesday Wednesday Thursday

8:30am-10:00am open SpaceAdmissions &

RecordsVendor

Relations

10:30am-12:00 EPM IT Comm. HRMS

1:30pm-3:00pm Asset Mgmt.Student Financials Minor Projects Financial Aid

3:30pm-5:00pmSponsored

Research General Ledger Major Projects Maint. Mgmt.

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Advisory User Council Membership

Student Financials - 20 Financial Aid - 15 Admissions Student Records - 25 HRMS - 72 Communication - 48 IT - 22 EPM - 28 Sponsored Programs - 69 Vendor Relations - 44 General Ledger - 43 Asset Management - 8 Projects - 22

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UF Bridges Organizational Structure

Finance

Univ MgtGLA/R

TreasuryBudget

Expense Mgt

SponsoredResearch

GrantsProjects

ContractsBilling

FacilitiesAsset MgtInventory

Capital Projects

VendorA/P

PurchasingTravel

HR

HRSelf-ServiceRecruitingBenefits

Time andLabor

Communications

CommunicationsChange MgtProject Web

User SupportTraining

Help Desk

Student

RecordsUFSSFA Advising

InformationTechnology

InfrastructureSystemsDatabaseNetwork

OperationsApplicationsScheduling

TechSupport

Admissions

Project Management OfficeAlign

Set StandardsPrioritize

CoordinateResolve

Processes andStandards

Verification andValidation

BusinessProcesses

Standards andPolicies

IntegrationArchitecture and

Management

SecurityCross

ApplicationDesign

SystemIntegration

Portal EPM

ReportingModels

InformationObjects

ContentDirectory

AdministrationPayroll

Project Director

\

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UF Bridges Matrix Structure

Project Management

Communication

Process and Standards

Integration Architectureand Management

Information Technology

Finance HR Student Portal EPM

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UF Bridges Methodology Overview

P-A-T (Phase – Activity- Tasks)

Planning Fit/Gap Design Enhancements/Data Conversion Development Testing Training Deployment Post Implementation – Stabilization

21

UF Bridges Current Project Status

Scripted Demo’s PeopleSoft Purchase Conference Room Pilot University Implementation

Hardware Installed

Identified Current Interfaces, Feeder, Reports

Developed Project Work Plans

Continuing PeopleSoft Training Classes

Documented Current/Future Business Processes

Conducting Fit/Gap

Conducting Configuration

22

UF Bridges Implement Vanilla

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UF Bridges Key Dates

Portal - March 31, 2003 EPM – August 1, 2003 Financials - July 1, 2004 HR/Payroll - July 1, 2004 Student - July 1, 2006

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UF Web Portal

New service for the University community A single point of entry for university information and

university work Will be available at http://my.ufl.edu Students – registration, records, course materials,

and student organization information Faculty – scholarly information and news of research

opportunities Staff – information and system access relevant to

their jobs UF home page will remain at http://www.ufl.edu