1. Streamline, Simplify, Organize, Automate
Project Update
Streamline, Simplify, Organize, Automate

2. General Ledger Project
38 Days
Until Go-Live Cutover

3. GL Timeline – critical milestones
Apr
May
Jun
Jul
Activity
01.
08.
15.
22.
29.
06.
13.
20.
27.
03.
10.
17.
24.
01.
08.
15.
22.
SIT Testing Cycle 2
Acct Mapping #3
User Acceptance Testing
Data Conversion/Validation
Mock Cutover #1
Mock Cutover #2
SAP Down for Cutover
6/29/ /9/2018
5/22/2018
SAP System Down for
Cutover

4. PROJECT STATUS & timeline
Data Conversion
Governance – Org/Process
Round 3 mapping underway
Business validation activities are critical over coming two weeks
Organization is work in process
Processes being evaluated

5. GL Structure - Metrics Go-Live Current Valid Account Strings 26,821
66,635 + SIOs
Funds 60
14,634
Business Areas 68
101
Cost Centers
1,163
8,195
Internal Orders* (non sponsored)
18,000
19,929
Statistical Orders -
21,000+
Expected Additional Simplification:
Round 3 Mapping (new accounts, further consolidation)
Scholarship process changes ( throughout FY19)

6. Account Mapping – Phased Approach
2017
2018
Activity
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Mapping #1
Mapping #2
Mapping #3
Mapping
4/27/ /2/2018 #1
8/31/17 valid account string – initial mapping
Ground rules for account elimination or consolidation #2
Modify previous understanding
Additional master data & fields, IO type, functional area, gift consolidation #3
Update understanding and bring forward to all account strings since 8/31/17
Institutional attribute, internal grants, field modification, balance conversion

7. Data Conversion & Reporting
Fund/CC/IO/WBSE
Issues will be resolved
Account Master Data & BI Validation
Assets, Grants, HCM, Finance, Business Partner, EAM
Round 3 mapping will better inform
Module Master Data
Available Balance validation
Reconciliation to Cash at the Unit level for all fund types
Balance Conversion & Validation
Results of Round 3 should solve the unmapped issues

8. Reporting Update May & June July
Continue development in QS4 environment
Validation against test data
July
BI up to date on 7/2/18 with data through 6/30/18, available until complete BI reload is complete
BI reload of all data starts 7/9/18, published to users 7/19/18
Validation against production data starts 7/9/18
Promote queries to standard expected starting week 7/23/18

9. Testing progress – Scripts Tested
SIT2 - Scripts
SIT2.5 - EAM Scripts
85% Passed (79% LAST WEEK)
87% Passed (87% LAST WEEK) 7 2 4
Total ScriptsTotal Scripts
Passed
Failed
In-Process
Not Run
Total ScriptsTotal Scripts
Passed
Failed
In-Process
Not Run
SIT2.8 HCM - Scripts
SIT2.9 – ARIBA
(In Process – No Metrics Yet Available)
95% Passed (85% LAST WEEK) 3
Total ScriptsTotal Scripts
Passed
Failed
In-ProcessIn-Process
Not Run

10. Open Defects by Work stream – SIT2
GL/FI Test Scripts
Open
Awaiting Retest
Severe -
High 11 2
Medium 21 6
Low
Total 38 8
Severe
High
Medium
38 Defects – Open (59 Open – LAST WEEK)
Low 11 6 5 4 3 2 2
Asset Acctg AP AR
CO - Controlling FM GL
Grants
Procure
Treasury
Fiscal / Approver
Fac Alloc.
Finance

11. User acceptance Testing - UAT
May 15 through June 1
Rating on Qualtrics Survey – 18 respondents Rating
# Responses 1 2 3 4 5 6 7 8 9 10
Feedback (Likes)
Derivation and workflows simplified
Account structure improvements
Feedback (Dislikes)
Security roles problems hampered ability to test properly

12. TRAINING REGISTRATIONS ARE OPEN NOW Showcase Series
Master Data & Governance Basics
Multiple events May 24 - June 8
Module Updates (QRC, online)
Begin June 11
Across all modules and transactions
Open Labs
Transactional focus (A/R, ZV60)
Begin June 13 through end of July

13. HCM Project

14. Timeline / Milestones June July August Sept Role Assignment
Readiness Review
Mock Data Conversion
Systems Prep
Testing Prep
Integration Testing
Prep JFS Communication
Prep for UAT
Training Finalized
Prep Cutover Guides
Process Implementation Learning Sessions
(primarily business managers)
6/4 thru 6/11 – Time/Leaves, Cost Distribution, Work Schedule & Time Profiles
6/18 thru 6/25 – Recruiting, Onboarding, I-9, Quick Hire and Ad Pays
7/16 – 7/23 – Employee Data Changes, Mass Uploads,Terminations, Promotions, Demotions

15. HCM PROJECT STATUS & timeline
HCM PROJECT MODULES
Payroll
Time
Comp, Merit, & Awards
Benefits
Leaves
Service Center
Job Family Structure
Recruiting
Onboarding
Performance & Goals
Training
Summer Pay
Effort Reporting
Reporting
Time tracking application has not progressed through E2E testing
Service Center training resources heavily conflict with HR staffing (open enrollment)
Reporting Roles / Tools require further definition
Summer Pay/Effort Reporting development hours require monitoring
Data Conversion
Security Roles
Governance – Org/Process
Full data conversion has been tested w/high confidence of accuracy.
Functional Roles largely understood & approved
Reporting Roles in process
Organization is work in process
Processes being evaluated

16. HCM JOB FAMILY STRUCTURE

17. STRUCTURE 13 JOB FAMILIES 57 SUB-FAMILIES* 6 CAREER STREAMS
24 JOB LEVELS
* Still under review and potential consolidation of sub-families

18. STRUCTURE – JOB FAMILY

19. STRUCTURE – CAREER STREAMS & LEVELS
EXECUTIVE
Level 3
Level 2
Level 1
Executive
Management
Professional
Administrative & Operational Support
Police, Fire & Skilled Trades
Operations/Technical
Executive
Level 3
Level 2
Level 1
MANAGEMENT
Level 6
Level 5
Level 4
Level 3
Level 2
Level 1
PROFESSIONAL
Level 6
Level 5
Level 4
Level 3
Level 2
Level 1
SUPPORT
Level 4
Level 3
Level 2
Level 1
SKILLED TRADES
Level 4
Level 3
Level 2
Level 1

20. CAREER STREAM DIFFERENCES (West Lafayette only)
Data as of 3/31/18

21. STATUS – Outlier reconciliation
Kick-Off Meeting w/ Bill’s Team 4/27
Followed by 17 meetings across campus with Deans & Senior Leaders 5/8 - 5/23
Wrap-up with President’s Direct Reports 6/5-6/19

22. NEXT STEPS Meeting with Mercer Consulting 6/5
Determine Salary Grades & Mapping of Jobs to Salary Ranges
Discuss Pay Philosophy
Finalize Outlier Reconciliation & Feedback by 6/30
Communication
Address Position Titles
Ex. Administrator – Program (job title)
225 unique position titles

23. 99.6% Accurate HCM – Payroll Testing
93 out of 25,933 remain to resolve
Complex NRA issues, concurrent employee defects remain

24. HCm – Interface progress
December 2017 32
59 Interfaces
32 not started
0 completed 17 10
59 Interfaces
57 Complete
2 – Final Stage of completion
No high risks
2 Parking interfaces defer to end of May (low priority requiring vendor changes)
May 2018 57 2

25. Business Processes – Organizational Preparedness
As reported by HCM workstream owners