University of Florida ERP Executive 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

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 years Vendor Team Maryann Whitley - Associate Purchasing Director- 20 years Woody Christie - Associate Purchasing Director – 18 years Monica Thames Lamar - Travel Section Supervisor – 10 years Human 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 years Payroll Murphy Miller - Assistant Controller/Payroll manager – 18 years Linda Orfield - Payroll Supervisor – 5 years Paul Williamson - SFCC Payroll manager – 3 years Sponsored 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 years Student Linda West – Associate Registrar – 15 years Elaine Stuckman - Associate Director of Financial Aid – 22 years Patti Perkins - Student Financial Services Supervisor – 25 years Communications Diane Craig – The Center Supervisor – 11 years Auditing Anne Burt - Associate Director, Inspector General – 20 years Training 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

9 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

10 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

11 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

12 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, 21 st 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

14 University of Florida ERP Team  405 years of UF experience on the project  207 years of PeopleSoft experience on the project

15 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

16 Advisory User Councils Meeting Schedule MondayTuesdayWednesdayThursday 8:30am-10:00am openSpace Admissions & Records Vendor Relations 10:30am-12:00 EPMITComm.HRMS 1:30pm-3:00pm Asset Mgmt. Student FinancialsMinor ProjectsFinancial Aid 3:30pm-5:00pm Sponsored ResearchGeneral LedgerMajor ProjectsMaint. Mgmt.

17 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

18 UF Bridges Organizational Structure

19 UF Bridges Matrix Structure

20 UF Bridges Methodology Overview P-A-T (P hase – A ctivity- T asks) 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

23 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

24 UF Web Portal New service for the University community A single point of entry for university information and university work Will be available at 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