Timeline The implement phase will involve – develop / retrofit customisations – configure functionality – system test – user test (UAT) – deliver training 1 2 3 4 5 2010 2011 May Aug Sep Apr
Electronic, straight-through transactions Automation and ‘Only Exceptions’ Handling Stronger controls and accountability Improve Standardisation, Repeatability, Reliability & Efficiency and Reduce Confusion Timely and relevant information for decision makers Project Objectives
Overall Strategy: Get the basics in place: – Clean master data – Enter transactions ‘Right First Time’ Progressively introduce: – New/advanced functionality and services – Efficient data access via ‘portlets’, screens and reportsStrategy
Implementation Strategy: Target high priority Finance wins initially Plan, manage and roll-out changes carefully, coordinating with IT, other projects and business imperatives Introducing changes via role-targeted ‘release packs’Strategy
Approach Feasible to be part of the upgrade? As is To Be Upgrade Project Roadmap into the future Yes No
NSF Community A NS Financials User Community of “champions” to provide its members with some of the following services: periodic meetings a newsletter a library of information an online presence (such as a website) technical support
The purpose of UAT is to ensure that the upgraded PeopleSoft 9.1 system functions equal to or better than the current 8.8 system The tests are to determine that the system is functioning as expected and that the users are ready to move the tested business processes into production Tests are intended to demonstrate to end-users that they will be able to successfully perform their business functions with the new system in place What is UAT?
Test Team for each stream Project Team to book rooms for testing sessions Project Team to supply test topics Test Team to add any test scenarios specific to their business Test Team to perform tests and record issues Project Team to be present during the sessions Project Team to collate issues and work with IT to resolve UAT Approach
Test scripts for every process defined during the design with scenarios, exceptions and variations Able to execute test scripts in a thorough, patient manner with attention to detail, including taking good notes where necessary Quality testing produces quality results What is required?