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Project Team Kickoff April 17, 2003. Greetings Greetings Project Environment Project Environment Project Timelines Project Timelines Project Organization.

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Presentation on theme: "Project Team Kickoff April 17, 2003. Greetings Greetings Project Environment Project Environment Project Timelines Project Timelines Project Organization."— Presentation transcript:

1 Project Team Kickoff April 17, 2003

2 Greetings Greetings Project Environment Project Environment Project Timelines Project Timelines Project Organization Project Organization Team Matrix Team Matrix Tools Tools Questions and Answers, and General Discussion Questions and Answers, and General Discussion Agenda

3 Project Management Project Steering Committee The Steering Committee serves as the senior administration of the project and is the liaison group to the President, his cabinet, and the Board of Trustees. The Executive Sponsor is the liaison to the project Steering Committee and serves as the executive director of the project. The project Coordinating Committee consists of the directors of the departments most directly involved in implementing and operating the Banner system. The Coordinating Committee supports and advises the project directors and manager; endorses the work of implementation teams; and resolves policy, process, and project resource issues not needing Steering Committee involvement. The Project Directors provide day-to-day project management and lead the activities of the implementation teams. The Project Manager is an SCT employee assigned full- time to UWF’s project. The Project Manager manages the SCT resources engaged in the project, acts as UWF’s liaison to SCT, and works closely with the Project Directors. The processing EXPERTS who make it all happen!!!

4 Project Charter Project Goals and Vision Project Goals and Vision Project Values and Methods Project Values and Methods Opportunities Opportunities Critical Success Factors and Definition of Success Critical Success Factors and Definition of Success Benefits of Project Involvement Benefits of Project Involvement

5 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). 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.

6 Project goals - continued In addition to replacing State systems, replace selected UWF systems: 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.

7 Other project goals Provide a solution for grants and contracts processing using Banner Finance. Provide a solution for grants and contracts processing using Banner Finance. Successfully integrate Banner to other UWF administrative information systems. Successfully integrate Banner to other UWF administrative information systems. Implement Banner without customized programming changes; that is, “plain vanilla” is a great flavor!!! 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. Pursue common solutions with other SUS universities that use Banner Finance and HR.

8 Priorities 1 st – Implement required functionality to maintain business operations, by the required deadlines. 1 st – Implement required functionality to maintain business operations, by the required deadlines. 2 nd – Implement enhancements and business transformations to improve business processes, services, and management information at UWF. 2 nd – Implement enhancements and business transformations to improve business processes, services, and management information at UWF.

9 Project Values and Methods Commitment. Commitment. Collaboration, cooperation, and teamwork. Collaboration, cooperation, and teamwork. Willingness to innovate and adapt. Willingness to innovate and adapt. Communication. Communication. Professionalism. Professionalism. Shared responsibility and mutual support. Shared responsibility and mutual support. Courage. Courage.

10 Opportunities UWF IT Strategic Goal Opportunity to advance this goal with Banner. Implement a reduced- paper processing environment using electronic forms, electronic workflow, and electronic signatures/ authorizations. Implement employee self-service functions of Banner to replace paper- based processing with web-based processing.

11 Opportunities UWF IT Strategic Goal Opportunity to advance this goal with Banner. Implement Banner electronic workflow to convert paper-based processes to electronic workflows. 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. Use desktop tool interface features of Banner, such as Excel integration in budgeting.

12 Opportunities UWF IT Strategic Goal Opportunity to advance this goal with Banner. Provide a more seamless and integrated administrative systems environment. Utilize integration between Banner modules. Utilize integration between Banner modules. Interface other UWF administrative information systems to Banner. Interface other UWF administrative information 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. Use Luminis web portal to provide an integrated web environment, not only for Banner systems, but also for other web-based UWF systems.

13 Opportunities UWF IT Strategic Goal Opportunity to advance this goal with Banner. Provide more flexible and seamless access to administrative information. Use the reporting datamarts feature of Banner to provide flexible ad hoc reporting and information query solutions to meet management needs. Use the reporting datamarts feature of Banner to provide flexible ad hoc reporting and information query solutions to meet management needs.

14 Critical Success Factors and Definition of Success Meeting the mandated deadlines. Meeting the mandated deadlines. Meeting mandated State requirements. Meeting mandated State requirements. Maintaining University operations without serious disruption. Maintaining University operations without serious disruption. Excellent communications with the rest of the University. Excellent communications with the rest of the University. Successful implementation of change and improvement. Successful implementation of change and improvement.

15 What’s in it for me??? We get to keep our jobs!! We get to keep our jobs!! Financial rewards and incentives. Financial rewards and incentives. Improved work environment and processes. Improved work environment and processes. Professional development, and acquiring valuable skills. Professional development, and acquiring valuable skills. Improved service to clients, and improved customer satisfaction. Improved service to clients, and improved customer satisfaction.

16 Project Environment

17 Unconscious Competence Conscious Competence Conscious Incompetence New Rules Awareness Practice Reinforcement Training Unconscious Incompetence

18 Terms of Participation

19 Project Timelines

20 Banner Finance Team Leader: Doyle Pitts

21 Banner Human Resources Team Leader: Linda Archer

22 Project Organization

23 Workgroup Coordinator Workgroup Coordinator Coordinating Committee Steering Committee

24 Finance Teams Accounts Payable Coordinator Bob Casey Accounts Receivable Coordinator David Adams Budgeting Coordinator Gloria Resmondo Fixed Assets Coordinator Mitzi Elliot Purchasing Coordinator Candace Perez Sponsored Research Coordinator Carol Rafaski Judy Valori/Susan Konzem

25 Suz-Ann Olafson

26 Team Matrix

27 Banner Project Web Site Banner Project Web Site Calendars Calendars Project Definition Document Project Definition Document Project common directory Project common directory Configuration Management Plan Configuration Management Plan Issue/Jeopardy/Change Request Management Issue/Jeopardy/Change Request Management Meeting Agenda & Minutes Meeting Agenda & Minutes Status Reporting Status Reporting Tools

28 “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 “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 BUT … We’ve always done it this way


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