eis progress report steering committee meeting january 7, 2009 10/20/20151
TRANSCRIPT
EIS Progress Report
Steering Committee MeetingJanuary 7, 2009
04/20/23 1
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
04/20/23 2
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
04/20/23 3
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
04/20/23 4
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
04/20/23 5
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
04/20/23 6
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
04/20/23 7
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
04/20/23 8
Sungard project Implementation hoursAs of December 31, 2008
04/20/23 9
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
04/20/23 10
january
S M T W TH F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
february
S M T W TH F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
march
S M T W TH F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31 1 2
april
S M T W TH F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30
may
S M T W TH F S
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
june
S M T W TH F S
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
july
S M T W TH F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
august
S M T W TH F S
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
septmeber
S M T W TH F S
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30
october
S M T W TH F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
november
S M T W TH F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
december
S M T W TH F S
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
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
Dates with underlines indicate multiple events occurring at the same time. Hold Control button down while clicking underlined events to follow links to agendas.
Questions
04/20/23 11