EIS Progress Report

Steering Committee MeetingJanuary 7, 2009

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Major Milestones AchievedDecember 2008

Planned activities Dates •Expected results

Student Business process Analysis 12/1/08 •Business process analysis between the old and new 12/01/08 •Change strategy recommendation 12/8/08

Finance Technical training 12/1/08 •ETS internal technical team training 12/01/08 •Maintenance of Finance module 12/01/08

HR Training 12/8/08 •HR Foundation basic training 12/08/08 •Employment administration 12/08/08

Financial Aid Business Process Analysis 12/8/08 •Business process analysis between the old and new 12/08/08 •Change recommendation 12/08/08

Report Strategy –ODS (Operational Data Store) planning call

12/15/08 •Planning the installation of ODS reporting environment in January 2009 12/15/08 •Introduction to team leads of ODS 12/15/08

Purchasing training 12/15/08 •Training on Banner purchasing module 12/15/08

Oracle training 12/15/08 •ETS technical team training 12/15/08

Disaster Recovery RFP 12/16/2008 •11/11– Invitation to Bid release •12/16 – Bid response deadline

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Major Events AheadJanuary 2009

Planned activities Dates •Expected results

Finance Training 1/6/09 •Accounts Payable and Bank Reconciliation

HR Training 1/6/09 •HR Compensation, Job and leave administration

Technical Training 1/12/09 •OR 102 PL/SQL

FIinanceTraining 1/13/09 •Research and Proposals

Student Kickoff and Training 1/20/09 •Implementation Overview•General System and•General Person

Data Warehouse installation 1/20/09 •Installation of Banner ODS and Enterprise Data Warehouse.

Disaster Recovery Board agenda 1/20/09 •Outcome of the selection of DR RFP

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Major Events AheadJanuary 2009

Planned activities Dates •Expected results

HR Training 1/27/09 •Benefits•Deductions and Tax Administration

FA Training 1/27/09 •Record Creation•Dataload•Req Tracking

Luminis Data Integration 1/26/09 •Luminis core Banner module data integration

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Major Events AheadFebruary 2009

Planned activities Dates •Expected results

Finance Training 2/2/09 •Research Billing

HR Training 2/2/09 •Technical training

Finance/HR 2/9/09 •Training needs assessment for FI and HR

Student Training 2/9/09 •Recruitment•Admissions•Communications Plans

Data Migration Toolkit Training 2/9/09 •Technical Toolkit training

Luminis 2/9/09 •Luminis Content Administrator training

FIinanceConsulting Visit 2/16/09 •Validate Procedures•Rule and Table support

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Major Events AheadFebruary 2009

Planned activities Dates •Expected results

StudentTraining 2/16/09 •Catalog/schedule•Loc Mgmt•Faculty Crossover

Technical Training 2/16/09 •BT 102 Intro to Banner Administration

Student Training 2/23/09 •Initial Student Tech Training

Finance Assessment 2/23/09 •Finance Progress Assessment (remote)

Financial AidTraining 2/23/09 •Needs Analysis•ISIR Correction Processing

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Project Progression Chart       Started

  In Progress Q3  Finished Sep Oct Nov Dec J an Feb Mar Apr May J un J ul Aug Sep Oct Nov Dec J an Feb Mar Apr May J un J ul Aug Sep Oct Nov   Actual   Planned

1 Software Installation 7/21/08 12/5/082 Business Process Analysis 9/15/08 12/29/08

3 Identify and Access Mgmt 10/13/08 6/17/094 Integrations/Interfaces 10/6/08 1/31/115 Integration Assessment 10/6/08 12/9/086 Luminis IV - Finance Users 9/3/08 7/17/097 Banner Finance - Phase 1 10/10/08 7/16/098 Banner Finance Phase 2 -

budget8/17/09 2/1/10

9 Human Resources 10/21/08 1/19/1010 Banner Student -Admission 10/6/08 3/2/10

11 Banner -Financial Aid 10/6/08 3/2/1012 Banner Advancement 1/18/10 1/24/1113 Banner Document

Management8/10/09 4/15/10

14 Banner Operational Data Store

11/17/08 4/20/10

15 Banner Data Warehouse 11/17/08 4/20/1016 DegreeWorks 6/8/10 1/17/11

Go Live Date       Planned Activities  In ProgressCompleted

2008 2009 2010Q4 Q1 Q2 Q3 Q4 Q2 Q3 Q4Q1

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Project budgetCurrent budget vs expenditure as of 12/30/2008

Project Item Budget amount Expenditure Balance

Banner/Oracle Implementation 3 years

6.6M 6.3M +0.3M

EIS Hardware 1.0M 1.1M -0.1M

Backfill 1.7M 0 1.7M

Start up cost year 2/3 1.3M 0 1.3M

Project Contingency 1.2M 0 1.2M

Total 11.8M 7.4M 4.4M

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Sungard project Implementation hoursAs of December 31, 2008

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Planned Actual to date % CompleteDescription Hours Hours

Software Installation 189 153 81%General Security & tring 40 12.25 31%Banner Student 1014 24 2%Banner Financial Aid 544 44 8%Banner Finance 728 172 24%Banner HR 756 88.5 12%Banner Advancement 456 0%Student Advisory Svcs 520 24 5%Financial Aid Advisory Svc 280 0%Finance Advisory Svc 320 0%HR Advisory Svcs 280 40 14%Degreeworks 438 0%Luminis Basic 740 280 38%E- learn intgr/single signon250 250 0%ODS Implement 494 5 1%Enterprise Datawarehse Sv 320 64.75 20%Windstar Interface Imple 40 0%Document Mgmt solution 160 0%Proj Plan & Advisory Svcs* 4400 862.5 20%Migration Planning 40 28 70%Migration Toolkit install 8 0%Migration Toolkit train 40 0%Migration- Student 98 0%Migration- HR 98 0%Remote DBA (6 mos) 660 121 18%Luminis Load Testing 80 0%Luminis- Parallel deploy 36 0%Luminis Certification 40 0%Sun IDM services 324 17 5%Single Signon- Moodle 32 0%Moodle&Sakai consult 40 0%Content Router Svc 130 0%BPA 640 659.5 103%Integration Assess 320 247.5 77%FA Migratn Bundle 93 0%Student Data Migration 240 0%HR Data Migration 120 0%Financial Aid Migration 40 0%Train Needs Assess/Plan 200 0%Cust Train Matls Works 40 0%End User Training 120 0%Web Program Training 40 0%Hyperion training 80 0%Tech Architecture Review 80 0%

Total Project Hours 15,608 2,843 18%

Project Management Hrs 2008 920 862.5 94%2009 1,800 0%

2010- 11 1,680 0%Total Proj Mgm Hours 4,400 862.5 20%

Project Calendarhttp://www.fhda.edu/eis/eis_plan

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CONTACT PHONE NUMBER FOR SCHEDULING: PAM EBERHARDT X 6119 FOR WEB SITE MAINTENANCE: KARI ELLIOTT X 6179 FOR PROJ ECT MANAGEMENT: KATHY KYNE 408 813-6635

E I S P R O J E C T C A L E N D A R

EIS EVENTS START DATE

END DATE

LOCATION

Finance A/P, Bank Reconcile 01.06.09 01.09.09 KCI 4006

HR Compensation Job Leave 01.06.09 01.09.09 LCW16

OR102: Oracle PL/SQL & Database Objective 01.13.09 01.15.09 KCI 4006

Luminis Data Integration Consultation 01.19.09 01.23.09 D260

Finance Research & Proposals Training 01.20.09 01.22.09 KCI 4006

Student KO General Person 01.20.09 01.23.09 TBA

Financial Aid Record Create Reg Training 01.27.09 01.29.09 D260

Finance Adv Wk 2 Conversion Pin 01.27.09 01.30.09 KCI 4006

HR Benefits 01.27.09 01.30.09 TBA

Finance Research Billing 02.03.09 02.05.09 KCI 4006

HR Tech Training 02.03.09 02.03.09 TBA

Student Recruit, Adm, Comm Plans 02.10.09 02.12.09 KCI 4006

Technical Data Migration Toolkit Training 02.10.09 02.12.09 D260

Luminis Content Admin Training 02.10.09 02.12.09 D270

Finance Consult Procedure Rules 02.17.09 02.19.09 D270

Student Catalog/Schedule 02.17.09 02.19.09 TBA

Technical Intro to Banner Administration 02.17.09 02.19.09 D260

Student Initial Student Tech Training 02.24.09 02.26.09 KCI 4006

Financial Aid Needs Analysis ISIR 02.24.09 02.26.09 D270

2009

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Questions

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