conversion plan report

8/3/2019 Conversion Plan Report

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Conversion Development - Project Status

Design Dev UnitTest

ProcessDiagram

ConversionCheck List

TrainingDocs

Bank Keys SAP 9/30 10/15 MD

Chart of Accounts SAP 9/30 9/30 10/15 MD

Extend COA SAP 9/30 9/30 10/15

Vendor Master DOM EMPL RLTR

SUPP_

9/23

9/29

9/30 10/15 10/15

Customer Master In Process SAP Spreadsheet

9/30 9/30 10/15 10/30

Profit Ctr Group In Process SAP Spreadsheet9/30

10/10 9/30 10/30 10/30

Cost Ctr Group In Process SAP Spreadsheet9/30

10/10 9/30 10/30 10/30

Profit Center In Process SAP Spreadsheet9/30

10/10 10/15 10/30 10/30

Cost Center In Process SAP Spreadsheet9/30

10/10 10/15 10/30 10/30

Projects In Process 10/10 10/14 10/15 10/30 10/30

GL Balances In Process 10/30 10/30 10/30 10/30 10/30

Open PO’s In Process 11/30

AP Open 10/15 10/21 10/15 10/30 10/30

Current Yr 1099 10/15 10/21 10/15 10/30 10/30

AR Open In Process 10/15 10/21 10/15 10/30 10/30

Fixed Assets 10/13 9/30 10/15 10/30




CONVERSION STRATEGY

SAP CONVERSION TEAM = MISSION CONTROL

DIVISION CONVERSION TEAMS

DEFINED ROLES AND RESPONSIBILITIES

DETAILED INSTRUCTIONS & CHECKPOINTS

CONVERSION PER SCHEDULE /

ON SCHEDULE

Each having ...

Working with..

Provided with ...

Completing ...




CONVERSION TASKS – Division Team

2 MONTHS PRIOR 1 MONTHPRIOR

Day

1

Day

2

Day

3

Day

4

Day

5

Day

1

Day

2

Day

3

Day

4

Day

5

Standard COA:Review chart re-class $ not meetingthe standard COA

Mapping Tables:

(create divisionmapping tables)

•Cost Code to CostElement

•CFA Jobs to CostCenters

•

CFA Jobs toInternal Orders

Fixed Assets – prepare 3/31 assetspreadsheet

Final Sub-ledgerReconciliation:sub-ledger = GL

COA Review – review template;

list of accounts toadd.

Lockdown CostCodes and Jobs toCost Centers

COA

VEND

OR

CUST

OMER

PR OFI

T

&

CO

ST

CTR

PR OJ

ECTS

FIXE

D

ASSET

S

3/31

1099

AP

OPEN

FIXE

D

ASSET

S

CUR R

AR

O

PEN

GL

&

PR OJEC

T

COST

OPEN

PO

CONVERSION

Conversion Prep Week Conversion Week




CONVERSION TASKS – SAP Team

3 MONTHS PRIOR SAP Team

2 &1 MONTHPRIOR SAP

Team

Day

1

Day

2

Day

3

Day

4

Day

5

Day

1

Day

2

Day

3

Day

4

Day

5

Extract CFA data tomapping tables /Spreadsheets sendto next wave

divisions.

Power UserConversion Training

Conversion Test nextwave divisions:

•Vendor Master (ODS)

•Projects (ODS)

•Cost Code Map (ODS)

•Profit Center (FRA)

•Cost Center (FRA)

Conversion Test -Mapping Tables /Spreadsheets:

•Cost Elements

• Job >Cost Center

• Job >Int. Order

•Fixed Assets 3/31

COA

VEN

DOR

CUS

TOMER

PR O

FIT

&

COST

CT

R

PR O

JECTS

FIXE

D

ASSET

S

3/31

109

9

AP

OPEN

FIX

ED

ASSE

TS

CUR R

AR

OPEN

GL

& PR OJE

CT

COST

OPE

N

PO

CONVERSION

Conversion Prep Week Conversion Week




Conversion Time-Line (example – Wave 1)

Conversion

•Conversion Training (PU)

•Master Data Test

•MappingTables/Spreadsheets

•Mapping Validation (QA Test)

Spreadsheet Validation (QA

Test)

Final Prep Week

Conversion Week

JUN JULY AUG

May 15–19, May 22-26

SAP Conversion Team Division Conversion Team

July 24 - 28

June 1 – June 30

July 31 – Aug 4

MAY

Power Users

June 1 – June 30

June 15– July 30




MISSION CONTROL

CONVERSION AND SCHEDULE LEADMonitor and maintain overall schedule status

Document/Communicate IssuesTrain and mentor Support Leads

DIVISION SUPPORT LEAD’s

5 Home Divisions per lead (will also support JV ‘s)

Support Power Users (Conversion & Business Process)

Communicate Division check point status to Schedule Lead

SAP Technical Support

Extract CFA data by division

Perform Spreadsheet uploads

Communicate to Support Leads




Staffing Requirements

Conversion/Schedule Lead

Loi Ngo

Business Analyst - TBD

Business Analyst – TBD

Business Analyst –

TBDBusiness Analyst - TBD

Tom Mann

Programmer - TBD

Division Support Leads:

•5 Divisions + JV’s per Lead

Technical Support:

•10 Divisions + JV’s per Tech

conversion plan report

Documents