Download Project Team Kickoff

Project Team Kickoff
April 17, 2003
Agenda
• Greetings
• Project Environment
• Project Timelines
• Project Organization
• Team Matrix
• Tools
• Questions and Answers, and General
Discussion
Project
Management
The project Coordinating
Committee
consists of the
Project Steering
directors
of the departments
Committee
most directly involved in
The
The Steering
implementing
ExecutiveCommittee
and
Sponsor
operating
is thethe
serves
as
the project
senior
liaison
Banner
to
system.
the
The Steering
The
Project
Manager
is an
administration
of
the
project
Committee
Coordinating
and
Committee
serves fullas the
SCT
employee
assigned
and
is theand
liaison
group
to the
executive
supports
director
advises
of the
the
time
to UWF’s
project.
The
The
President,
Project
hisDirectors
cabinet,
and the
project.
project
directors
and manager;
Project
Manager
manages
provide
Board
ofday-to-day
Trustees.
endorses
the workengaged
of
the
SCT resources
project management
teams;
and
inimplementation
the project, acts
as UWF’s
and
lead the
activities
of
resolves
policy,
process,
liaison
to SCT,
and
works and
the
implementation
project
resource
issues not
closely
with
the Project
teams.
needing Steering Committee
Directors.
involvement.
The processing
EXPERTS who
make it all
happen!!!
President and
Cabinet
Steering
Committee
Executive Sponsor
Coordinating
Committee
Project
Directors
Project
Manager
Implementation
Teams
SCT, Inc.
Project Charter
• Project Goals and Vision
• Project Values and Methods
• Opportunities
• Critical Success Factors and
Definition of Success
• Benefits of Project Involvement
Project Goals and Vision
• Accomplish the State-mandated transition
off the SAMAS/FLAIR financial system and
the payroll processing services of the
Bureau of State Payrolls (BOSP).
– Meet the mandated deadline of July 1, 2004
for financial processing.
– Meet the mandated deadline of January 1,
2005 for payroll processing.
Project goals - continued
• In addition to replacing State systems,
replace selected UWF systems:
– Replace payroll/personnel/budget (PPB)
system with Banner Human Resources.
– Replace property system with fixed assets
function of Banner Finance.
– Replace “FirstMate” employee web portal with
the employee self-service functions of Banner
Human Resources.
Other project goals
• Provide a solution for grants and contracts
•
•
•
processing using Banner Finance.
Successfully integrate Banner to other UWF
administrative information systems.
Implement Banner without customized
programming changes; that is, “plain vanilla”
is a great flavor!!!
Pursue common solutions with other SUS
universities that use Banner Finance and HR.
Priorities
• 1st – Implement required functionality to
maintain business operations, by the
required deadlines.
• 2nd – Implement enhancements and
business transformations to improve
business processes, services, and
management information at UWF.
Project Values and Methods
• Commitment.
• Collaboration, cooperation, and teamwork.
• Willingness to innovate and adapt.
• Communication.
• Professionalism.
• Shared responsibility and mutual support.
• Courage.
Opportunities
Opportunity to advance
UWF IT Strategic Goal
this goal with Banner.
Implement a reducedImplement employee
paper processing
self-service functions of
environment using
Banner to replace paperelectronic forms,
based processing with
electronic workflow, and web-based processing.
electronic signatures/
authorizations.
Opportunities
UWF IT Strategic Goal
<continued>
Opportunity to advance
this goal with Banner.
• Implement Banner
electronic workflow to
convert paper-based
processes to
electronic workflows.
• Use desktop tool
interface features of
Banner, such as Excel
integration in
budgeting.
Opportunities
Opportunity to advance
UWF IT Strategic Goal
this goal with Banner.
Provide a more seamless • Utilize integration
between Banner modules.
and integrated
• Interface other UWF
administrative systems
administrative information
environment.
•
systems to Banner.
Use Luminis web portal to
provide an integrated web
environment, not only for
Banner systems, but also
for other web-based UWF
systems.
Opportunities
UWF IT Strategic Goal
Provide more flexible
and seamless access to
administrative
information.
Opportunity to advance
this goal with Banner.
• Use the reporting
datamarts feature of
Banner to provide flexible
ad hoc reporting and
information query
solutions to meet
management needs.
Critical Success Factors and
Definition of Success
• Meeting the mandated deadlines.
• Meeting mandated State requirements.
• Maintaining University operations without
serious disruption.
• Excellent communications with the rest of
the University.
• Successful implementation of change and
improvement.
What’s in it for me???
• We get to keep our jobs!!
• Financial rewards and incentives.
• Improved work environment and
processes.
• Professional development, and acquiring
valuable skills.
• Improved service to clients, and improved
customer satisfaction.
Project Environment
Unconscious
Competence
New Rules
Unconscious
Incompetence
Practice
Reinforcement Awareness
Conscious
Competence
Training
Conscious
Incompetence
Terms of Participation
Project Timelines
Banner Finance
Team Leader: Doyle Pitts
7/04
FINANCE LIVE
5/03 - 5/04
TRAINING/CONFIGURATION
FEB 2003
3
DEC 2004
4
5
6
7
8
9
10
11
12
1
2
3
4
9/03 - 7/04
TESTING
6/03 - 8/04
DOCUMENTATION/USER TRAINING
5
6
7
8
9
10
11
12
Banner Human Resources
Team Leader: Linda Archer
Jan 05
Human Resources Live
3/03 - 10/04
Training Configuration
FEB 2003
3
MAR 2005
4
5
6
7
8
9
10
11
12
1
2
3
4
5
6
7
8
1/04 - 1/05
Testing
7/03 - 1/05
Documentation/User Training
9
10
11
12
1
2
Project Organization
Executive Sponsor
Michael
Dieckmann
Coordinating
Committee
Steering
Committee
Project Manager
Marge DuFala
Remote DBA
Rafael Vargas
Project Directors
Colleen Asmus
Barbara Daley
Finance Team Leader
HR Team Leader
Doyle Pitts
Technical Team Leader
Linda Archer
Barney Whitley
Workgroup
Coordinator
Workgroup
Coordinator
Team Members
Team Members
Technical Rep
Technical Rep
Workgroup
Workgroup
Coordinator
Coordinator
Workgroup
Workgroup
Coordinator
Coordinator
Team Members
Finance Teams
Accounts
Payable
Accounts
Receivable
Coordinator
Coordinator
Bob Casey
David Adams
Budgeting
Coordinator
Gloria
Resmondo
Fixed
Assets
Coordinator
Mitzi Elliot
Judy Valori/Susan Konzem
Purchasing
Coordinator
Candace Perez
Sponsored
Research
Coordinator
Carol Rafaski
Human Resource Teams
Benefits
Coordinator
Jeff
Comeau
Employment &
Classification
Coordinator
Laurie Jones
Suz-Ann Olafson
Position
Control
Payroll
Coordinator
Coordinator
Valerie
Moneyham
William
Pollard
Team Matrix
Tools
•
•
•
•
•
•
•
•
Banner Project Web Site
Calendars
Project Definition Document
Project common directory
Configuration Management Plan
Issue/Jeopardy/Change Request Management
Meeting Agenda & Minutes
Status Reporting
BUT …
We’ve always
done it
this way
“The American
…landscape is
littered with the
remains of
technically [and
fiscally] sound
programs that have
been crushed by
employees’
resistance to
change.” T. Terez