executive sponsors meeting major project updates · 8. liferay upgrade 9. provost performance...

Executive Sponsors MeetingMajor Project Updates

09/10/2018

3. Winter Session Program

4. Winter Session Mods for Faculty Contracting

5. Winter Session Mods for Dining Services

6. Winter Session Reporting

7. Winter Session End-to-End Testing

8. Liferay Upgrade

9. Provost Performance Metrics Portfolio

10. Data Center Migration Project

11. Cloud-Star Rez 10.4

12. Migrate EMS to EMS Cloud

13. Business Process Review Program

14. Enterprise Training System RFP

15. Staff Hiring Process

16. Financial Aid Process Improvements

17. Process Review – Graduation Application

18. GA Budget and Contract Process Review

19. Academic Partnerships Implementation Project

20. Study Agreement Load Process

21. Experiential Learning Tracking Project

22. NSC Interface Modifications

23. HEI Interfaces and Modifications

24. Adaptive Insights Integration with FMS & HCM

25. Outdoor Displays / Kiosks RFP

26. Annual Donor Reports - Phase 2

27. Create Title IV Activity Guides

28. Library OCLC Tipasa Migration

29. Slate Undergraduate Admission – Phase II

30. Implementation of 911 Cellular – Phase 1

31. Alumni Move into Adobe Campaign

32. Implementation of Presence

33. Export Notes from HandShake into ESB SSC

34. EAB APS Implementation

35. Automate Transcript Requests from ATC into CSS and u.Achieve

Agenda 2

Project Status:

Winter Session Program

Monthly Summary – September 4, 2018As part of BGSU’s decision to create a new Winter Session between the Fall and Spring semester, ITS has been collaborating with a number of offices across campus to ensure that both new and existing business processes are built to accommodate the new session. There are 9 total projects that are required to produce the necessary system and business process changes and 5 have been successfully completed. The team anticipates the remaining projects complete before October, allowing the appropriate amount of leeway before Winter Session begins in January. End-to-end test cycles have started to ensure that all Winter Session related business and technical processes work as intended (scheduled to complete EOM Sept).

Upcoming Milestones• End-to-end testing to complete end of month September• Faculty contracting and modifications for Recreation and Wellness

should be moved into Production in October• Dining changes are expected to be migrated in October• Winter Session Reporting has had some submitted requests and

discovery/development has begun

Past Month’s Key Accomplishments• End-to-end testing has begun• Winter Session Mods for Rec Well has been completed and moved into

Production

3

GREEN

Project Status:

Winter Session Mods to Faculty Contracting

Monthly Summary – September 4, 2018The Winter Session Modifications to Faculty Contracting project’s objective is to develop an electronic method of creating, signing, and approving faculty contracts for Winter session, similar to the process used in Summer semester. The college testers successfully completed their testing, while an issues was identified on the automation of the data through the HR and Financial systems. The project want back to development to correct the issue and was returned back to user testing in August. Given a request from the Controller’s Office, testing resources will not be available to complete testing until late Sept/early Oct, shifting the go-live date back one month, however, this date change will not impact contracting business processes for Winter.

Upcoming Milestones• User testing• Go-live

Past Month’s Key Accomplishments• Development completed• 1st round of testing completed• Development rework completed and ready for 2nd round of testing

4

YELLOW

Week Beginning (Sunday Date) Nov-

26

Apr-1

5

Apr-2

2

Apr-2

9

May-

6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Week Number 1 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48Initialize

Cmplt Project Planning XCmplt Develop Scope DocumentCmplt Project Kick-Off

Analyze, Design, & DevelopmentCmplt Create Project Design/Specifications Cmplt Perform Development X X X X X X X X X X X X X

TestAt Rsk Perform Testing X X X X X X X X X X X X X X XAt Rsk Perform Issue Resolution & Tracking X X X X X X X X X X X X

ImplementNt Strtd Go-Live

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Nov-26Dec-3Dec-10Dec-17Dec-24Dec-31Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXX

CmpltDevelop Scope DocumentXX

CmpltProject Kick-OffX

Analyze, Design, & Development

CmpltCreate Project Design/Specifications XXXXXXXX

CmpltPerform DevelopmentXXXXXXXXXXXXXXXXXXXXXXX

Test

At RskPerform TestingXXXXXXXXXXXXXXX

At RskPerform Issue Resolution & TrackingXXXXXXXXXXXX

Implement

Nt StrtdGo-Live

Week Number: 41

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&"Arial,Regular"&9Last Updated: &D &TPage &P

Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Winter Session Mods for Dining Services

Monthly Summary – September 4, 2018The Winter Session Modifications for Dining Services project’s objective is to develop a systematic process to accommodate meal plan and residence hall sign-up for BGSU’s Winter Session. Initial testing of the new Winter Session configuration in StarRez was completed by Dining and Res Life in August, however, per Dining’s request, full testing is being delayed until mid-to-late September due to their current workload. The current testing and go-live schedule has the solution being approved and ready for migration by mid-October.

Upcoming Milestones• Full testing• Issue resolution• Go-live

Past Month’s Key Accomplishments• Development and configuration of BlackBoard Transact• Initial testing of Winter Session configuration in StarRez

5

GREEN

Week Beginning (Sunday Date) Mar-1

1

Apr-2

9

May-

6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Week Number 1 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33Initialize

Cmplt Project Planning/Kick-Off XAnalyze, Design, & Development

Cmplt Create Project Design/Specifications XCmplt Lag Time - Star Rez Cloud Migration X X X X X XCmplt Config/Development of BlackBoard Transact X X X X X X X

TestOn Trk Perform Testing X X X X X X X X X XNt Strtd Perform Issue Resolution & Tracking X X X X X

ImplementNt Strtd Go-Live

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject Planning/Kick-OffXX


CmpltCreate Project Design/Specifications XXXXXX

CmpltLag Time - Star Rez Cloud MigrationXXXXXX

CmpltConfig/Development of BlackBoard TransactXXXXXXX

Test

On TrkPerform Testing XXXXXXXXXX

Nt StrtdPerform Issue Resolution & TrackingXXXXX

Implement

Nt StrtdGo-Live«

Week Number: 26

&G&"-,Bold"&14&F


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Winter Session ReportingGREEN

Monthly Summary – September 4, 2018Beginning in January 2019, BGSU is adding an optional Winter Session within Spring Semester 2019 to provide additional and flexible academic opportunities for students to study abroad, conduct research, or take an additional class. Reports in FalconInfo display academic data based on semester, but not on session code. There is a need to separate Winter session from Spring semester on some reports.

Upcoming Milestones• Awaiting requests for additional report modifications• Begin work on Graduate Contracting - Scholarships report

Past Month’s Key Accomplishments• Three new reports identified for modification

6

Week Beginning (Sunday Date) Jun-

10

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-4

Nov-1

1

Nov-1

8

Nov-2

5

Dec-2

Dec-9

Dec-1

6

Dec-2

3

Dec-3

0

Jan-

6

Week Number 1 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31Externally Requested Requirements

On Trk Receive requests for report modifications X X X X X X X X X X XNt Strtd Modify Graduate Contracting - Scholarships (WRL) X X X X X X X XNt Strtd Modify Graduate Contracting - Stipends (WRL) X X X X X X X X XNt Strtd Modify GA Time and Labor (WRL) X X X X X X X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18Aug-25

Week Number12345678910111213141516171819202122232425262728293031212223242526272829303132333435363738394041424344454647484950515253

Externally Requested Requirements

On TrkReceive requests for report modificationsXXXXXXXXXXXXXXXXXXXX

Nt StrtdModify Graduate Contracting - Scholarships (WRL)XXXXXXXX

Nt StrtdModify Graduate Contracting - Stipends (WRL)XXXXXXXXX

Nt StrtdModify GA Time and Labor (WRL)XXXXXXXXX«

Week Number: 13

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Winter Session End-to-End TestingGREEN

Monthly Summary – September 4, 2018Beginning in January 2019, BGSU is adding an optional Winter Session within Spring Semester 2019 to provide additional and flexible academic opportunities for students to study abroad, conduct research, or take an additional class. The Winter Session End-to-End Project Team has begun the definition of a testing schedule, starting August 27, 2018 (immediately following the scheduled QNA refresh) and ending September 27, 2018. During that period, Winter Session classes will be configured, students will be enrolled, core office critical process testing will take place (including any processes representing Winter Session modifications) and miscellaneous office interfaces will be tested. In addition, appropriate regression testing will be determined and scheduled. Project documentation is complete and approved by the project team.

Upcoming Milestones• Complete Winter Session QNA End-to-End Testing• Continue Issue Recording and Resolution• Obtain Testing Signoffs from each area

Past Month’s Key Accomplishments• Completed QNA Winter Session Course Definition• Enroll Students for Winter Session has been completed• Winter Session QNA End-to-End Testing has begun• As of 9/5/2018, testing is at 27% cumulative completion• Issue Recording and Resolution has begun

7


3Ju

n-10

Jun-

17Ju

n-24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19Au

g-26

Sep-

2Se

p-9

Sep-

16Se

p-23

Sep-

30Oc

t-7Oc

t-14

Oct-2

1Oc

t-28

Nov-

4No

v-11

Nov-

18No

v-25

Dec-

2De

c-9

Week Number 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 29 30 31Initialize

Cmplt Project Planning X X X X X X X XCmplt Design Solution X X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentCmplt Finalize Test Scripts/Requirements X X X X X X X X XOn Trk Process Development X X X X X X X X X X X X X X X X X XOn Trk QNA Migration/Configuration X X X X X X X X

TestOn Trk Setup Row Level and T/L Secuirty (QNA) X X X X X X X X X X X X X XOn Trk Delivered Process Configuration (QNA) X X X X X X X X X X X X X XOn Trk Testing/Defect Resolution (QNA) X X X X X X X X X X X X X X

ImplementNt Strtd Communication to Campus/Training X X X X X X X X X XNt Strtd Production Configuration X X X X XNt Strtd Production Migration Nt Strtd Execute New Process X X XNt Strtd Monitor Winter Session Processes X X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12

Week Number1234567891011121314151617181920212223242529303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXXXXXXX

CmpltDesign SolutionXXX



CmpltFinalize Test Scripts/RequirementsXXXXXXXXX

On TrkProcess DevelopmentXXXXXXXXXXXXXXXXXX

On TrkQNA Migration/ConfigurationXXXXXXXX

Test

On TrkSetup Row Level and T/L Secuirty (QNA)XXXXXXXXXXXXXX

On TrkDelivered Process Configuration (QNA)XXXXXXXXXXXXXX

On TrkTesting/Defect Resolution (QNA) XXXXXXX XXXXXXX

Implement

Nt StrtdCommunication to Campus/TrainingXXXXXXXXXXXXX

Nt StrtdProduction ConfigurationXXXXX

Nt StrtdProduction Migration«

Nt StrtdExecute New Process XXXX

Nt StrtdMonitor Winter Session ProcessesXXXXX

Week Number: 14

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Liferay Upgrade GREEN

Monthly Summary – September 4, 2018This project is an upgrade of the Liferay application that runs the BGSU portal. This critical application is currently out of date, and the University needs to upgrade it in order to maintain vendor support. This upgrade will not change the user interface and should be transparent to the end user. The project is scheduled to go live the first week of January 2019. This project is currently on schedule.

Upcoming Milestones• Complete portlet and theme analysis / development.• Conduct user testing of pages.

Past Month’s Key Accomplishments• Completed mydev upgrade. • Continued Portlet analysis. • Continued Theme analysis.

8


17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Dec-

2

Dec-

9

Dec-

16

Dec-

23

Dec-

30

Jan-

6

Week Number 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 30Initialize

Cmplt Project Planning X X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentOn Trk Perform Project Analysis X X X X X XOn Trk Develop Scope Document X X X X X XOn Trk Create Project Design/Specifications Requirements X X X X X X X XOn Trk Perform Development X X X X X X X X X X

TestNt Strtd Create Test Schedule/Cycles X XNt Strtd Create Test Scripts X X X X XNt Strtd Perform Testing X X X X X X X X XNt Strtd Perform Issue Resolution & Tracking X X X X X X X X X

ImplementNt Strtd Create Go-Live Plan X XNt Strtd Perform Communications X X XNt Strtd Implement Go-Live Plan Nt Strtd Update Knowledgebase X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXX



On TrkPerform Project Analysis XXXXXX

On TrkDevelop Scope Document XXXXXX

On TrkCreate Project Design/Specifications Requirements XXXXXXXX

On TrkPerform Development XXXXXXXXXX

Test

Nt StrtdCreate Test Schedule/Cycles XX

Nt StrtdCreate Test Scripts XXXXX

Nt StrtdPerform Testing XXXXXXXXX

Nt StrtdPerform Issue Resolution & Tracking XXXXXXXXX

Implement

Nt StrtdCreate Go-Live Plan XX

Nt StrtdPerform Communications XXX

Nt StrtdImplement Go-Live Plan «

Nt StrtdUpdate Knowledgebase X

Week Number: 12

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Provost Performance Metrics PortfolioGREEN

Monthly Summary – September 4, 2018This portfolio is a continuation of the Provost Performance Metrics. Projects have been established for the following: persistence and retention (metric 2), co-ops and internships (metric 5), global immersion (metric 6), learning communities (metric 8), contribution margin ration (metric 9), and students earning 60 units in two years (metric 12). Work is completed on metric 2. Development work complete on metric 6. Work has started on metrics 5, 8, 9, and 12.

Upcoming Milestones• Validate data for PPM 5• Create reports for PPM 6• Design the data model for PPM 8• Make modifications to code for PPM 9• Begin development for PPM 12

Past Month’s Key Accomplishments• Design and development work complete for PPM 5 – Co-ops and

Internships• Development work and data migrated to production for PPM 6 – Global

Immersion• Design complete for PPM 12 – Students Earning 60 Credit Hours in 2

Years

9

Project Status:

Data Center Migration Project GREEN

10

Monthly Summary – September 4 , 2018The Data Center Migration project will consist of relocating the primary data center services from the existing data center located in Hayes Hall to the Buckeye Telesystems data center located in Toledo, Ohio. This project was started in July, 2015 and has a targeted end date of December 31, 2018. There are 10 different work streams that fall under this project. Each work stream will be managed as a separate, but interconnected project, and have a project Lead and project team assigned. The Director of IT Security & Infrastructure will have responsibility for managing the overall budget for the Data Center Migration project and all of its sub projects.

Upcoming Milestones• Continued work on other applications that are in UAT. • Continue planning on other migrations for 2018 and ensuring this

project remains a priority and resources can be scheduled to perform the migrations and testing required.

Past Month’s Key AccomplishmentsACI Project: 100% completion.Data Center Interconnect Project: 100% completed.Load Balancer/Content Switch Project: 100% completed. Firewall Project: 100% completion.New Servers Project: 100% completion.Storage Project: 100% completion.Physical Data Center Setup 100% completed SPLUNK Project: 100% completed.Application Migration: 65% completion.Server Moves to Huntington: 100% completion.

Overall: All sub projects are now completed with the exception of the application moves to Buckeye.

Project Status:

Cloud-StarRez 10.4GREEN

Monthly Summary – September 4, 2018The Residence Life Department uses StarRez to handle Housing applications, bookings, payments, reporting and other options to ensure students obtain housing. Currently the department is on version 9.6. However, we need to move to version 10.4. This version is a web-based platform and fully supported by the StarCare cloud.

Upcoming Milestones• Build test environment

Past Month’s Key Accomplishments

11

Week Beginning (Sunday Date) Jan-

8

Jan-

15

Jan-

22

Jan-

29

Feb-

5

Feb-

12

Feb-

19

Feb-

26

Mar-5

Mar-1

2

Mar-1

9

Mar-2

6

Apr-2

Apr-9

Apr-1

6

Apr-2

3

Apr-3

0

May-

7

May-

14

May-

21

May-

28

Jun-

4

Jun-

11

Jun-

18

Jun-

25

Jul-2

Jul-9

Jul-1

6

Jul-2

3

Jul-3

0

Aug-

6

Aug-

13

Aug-

20

Aug-

27

Sep-

3

Sep-

10

Sep-

17

Sep-

24

Oct-1

Week Number 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 32 33 34 35 36 37 38 39Initialize

Cmplt Project Planning X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentCmplt Perform Project Analysis XCmplt Create Project Design/Specifications Requirements X X XCmplt Perform Development X X X X X X X XOff Trk Build Test server X X X X X X X X X X X X X X X X X X X X X

TestCmplt Create Test Schedule/Cycles XCmplt Create Test Scripts XCmplt Perform Testing X X X X X X X XCmplt Perform Issue Resolution & Tracking X X

ImplementCmplt Create Go-Live Plan X XCmplt Perform Communications to campus XCmplt Conduct TrainingCmplt Implement Go-Live Plan

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jan-8Jan-15Jan-22Jan-29Feb-5Feb-12Feb-19Feb-26Mar-5Mar-12Mar-19Mar-26Apr-2Apr-9Apr-16Apr-23Apr-30May-7May-14May-21May-28Jun-4Jun-11Jun-18Jun-25Jul-2Jul-9Jul-16Jul-23Jul-30Aug-6Aug-13Aug-20Aug-27Sep-3Sep-10Sep-17Sep-24Oct-1Oct-8Oct-15Oct-22Oct-29Nov-5Nov-12Nov-19Nov-26Dec-3Dec-10Dec-17Dec-24Dec-31Jan-7

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize




CmpltPerform Project AnalysisX

CmpltCreate Project Design/Specifications RequirementsXXX

CmpltPerform DevelopmentXXXXXXXX

Off TrkBuild Test serverXXXXXXXXXXXXXXXXXXXXX

Test

CmpltCreate Test Schedule/CyclesX

CmpltCreate Test ScriptsX

CmpltPerform TestingXXXXXXXX

CmpltPerform Issue Resolution & TrackingXX

Implement

CmpltCreate Go-Live PlanXX

CmpltPerform Communications to campusX

CmpltConduct Training

CmpltImplement Go-Live Plan«

Week Number: 35

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Migrate EMS to EMS CloudGREEN

Monthly Summary – September 4, 2018EMS is used by Conference and Events Services to book spaces for events on campus. EMS has recently introduced a cloud hosting option that the Office of Conference and Events Services would like to migrate to. This hosted solution will not only allow the application to stay up to date, but also include Single Sign On. The hosted solution will also allow the vendor to perform more efficient troubleshooting when needed. This past month the team worked with the vendor on final details for the contact. This coming month we will work to sign the contract and start the project.

Upcoming Milestones• Contract Signed• Project Started

Past Month’s Key Accomplishments• Contract work completed

12


4

Jun-

11

Jun-

18

Jun-

25

Jul-2

Jul-9

Jul-1

6

Jul-2

3

Jul-3

0

Aug-

6

Aug-

13

Aug-

20

Aug-

27

Sep-

3

Sep-

10

Sep-

17

Sep-

24

Oct-1

Oct-8

Week Number 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24Initialize

Nt Strtd Project Planning X X X X X X X X X X X X X XNt Strtd Project Kick-Off

Analyze, Design, & DevelopmentNt Strtd Perform Project AnalysisNt Strtd Develop Scope DocumentNt Strtd Create Project Design/Specifications RequirementsNt Strtd Perform Development

TestNt Strtd Create Test Schedule/CyclesNt Strtd Create Test ScriptsNt Strtd Perform TestingNt Strtd Perform Issue Resolution & Tracking

ImplementNt Strtd Create Go-Live PlanNt Strtd Perform Communications to campusNt Strtd Conduct TrainingNt Strtd Implement Go-Live PlanNt Strtd Update Knowledgebase

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Apr-30May-7May-14May-21May-28Jun-4Jun-11Jun-18Jun-25Jul-2Jul-9Jul-16Jul-23Jul-30Aug-6Aug-13Aug-20Aug-27Sep-3Sep-10Sep-17Sep-24Oct-1Oct-8Oct-15Oct-22Oct-29Nov-5Nov-12Nov-19Nov-26Dec-3Dec-10Dec-17Dec-24Dec-31Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3

Week Number12345678910111213141516171819202122232420212223242526272829303132333435363738394041424344454647484950515253

Initialize

Nt StrtdProject PlanningXXXXXXXXXXXXXXXXXXX

Nt StrtdProject Kick-Off


Nt StrtdPerform Project Analysis

Nt StrtdDevelop Scope Document

Nt StrtdCreate Project Design/Specifications Requirements

Nt StrtdPerform Development

Test

Nt StrtdCreate Test Schedule/Cycles

Nt StrtdCreate Test Scripts

Nt StrtdPerform Testing

Nt StrtdPerform Issue Resolution & Tracking

Implement

Nt StrtdCreate Go-Live Plan

Nt StrtdPerform Communications to campus

Nt StrtdConduct Training

Nt StrtdImplement Go-Live Plan

Nt StrtdUpdate Knowledgebase«

Week Number: 10

&G


DRAFT - Timeline to be finalized this month

Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Business Process ReviewsGREEN

Monthly Summary – September 4, 2018Several business units that are primary users of the PeopleSoft environments will be going through consultant lead business process reviews. The consultants performing these reviews will look at current business practices and offer options for best practice, automating, and using delivered functionality to improve these business processes as well as suggesting new business practices. These reviews are taking place in 2017 and 2018 with functional improvement projects throughout 2018 and 2019.

Upcoming Milestones• HCM BPR – Administrative Staff Hiring Process (Review)• HCM BPR – Enterprise wide Training System (RFP)• CSS BPR – Financial Aid Process Improvements (Review)• CSS BPR – Process Review - Graduation Application (CSS)• FMS BPR – Grants Time & Effort Certification (OnBase)• FMS BPR – Grants Expense Detail Query (WRL)

Past Month’s Key Accomplishments• HR BPR – 9 recommendations, 1 complete• FMS BPR – 32 recommendations, 25 completed• CSS BPR – 3 recommendation, 1 complete

13

Project Status:

Enterprise Training System RFP

Monthly Summary – September 4, 2018The Enterprise Training System RFI project’s objective is to review the wider institutional needs of a University-wide training platform by gathering requirements and determining which vendors offer an appropriate solution/application. All of the anticipated vendor demos have taken place and the committee’s score cards have been consolidated. The selected vendors have also provided pricing information, leaving the final solution recommendation to be made, as well as determining next steps.

Upcoming Milestones• Determine system/solution recommendation

Past Month’s Key Accomplishments• Participated in all 6 scheduled vendor demos• Requested/received costs from selected vendors

14

GREEN

Week Beginning (Sunday Date) Mar-4

Apr-1

5

Apr-2

2

Apr-2

9

May-

6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Week Number 1 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31Initialize

Cmplt Project Planning/Kick-Off XAnalyze, Design, & Development

Cmplt Create Project Design/Specifications RequirementsCmplt Submit RFI/Vendors RespondCmplt Evaluate Responses X X X XCmplt Request/Receive Costs From Selected Vendors X X X X X X X X X X X X X X XOn Trk Final Vendor Selection X X X X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768

Initialize

CmpltProject Planning/Kick-OffXX



CmpltSubmit RFI/Vendors RespondXX

CmpltEvaluate ResponsesXXXX

CmpltRequest/Receive Costs From Selected VendorsXXXXXXXXXXXXXXX

On TrkFinal Vendor SelectionXXXXXX«XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Test

CmpltPerform Testing - Delivery 1XXX

CmpltTesting Issue Resolution Delivery 1XX

CmpltPerform Testing - Delivery 2XXXX

CmpltTesting Issue Resolution Delivery 2XXXX

On TrkPerform Testing - Delivery 3XXXXXXXXXXXXXXXXXXXXXXXXX

On TrkTesting Issue Resolution Delivery 3XXXXXXXXXXXXX

Implement

CmpltGo-Live (Delivery 1)««

CmpltGo-Live (Delivery 2)«

Nt StrtdGo-Live (Delivery 3) «

Week Number: 27

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Staff Hiring ProcessGREEN

Monthly Summary – September 4, 2018This project is a collaboration effort between ITS and the Office of Human Resources to make the Administrative and Classified Staff hiring processes more efficient and accessible. The goal is to create the flows, checklists, forms and letters for hiring supervisors to use from an easy to use and convenient web site. This project may be delivered in phases, with the first phase expected to be delivered by the end of December 2018.

Upcoming Milestones• Determine scope• Determine schedule• Determine tasks

Past Month’s Key Accomplishments• Kicked off project with Human Resources• Initial project discussions on scope and schedule

15

This project just started and project requirements and schedule need to be determined.

Project Status:

Financial Aid Process Improvements

Monthly Summary – September 4, 2018The Financial Aid Process Improvements project’s objective is to collaborate with the selected consultant company (Sierra-Cedar) to work on 7 specific SFA topic areas and to complete a thoroughly business process review and health check for Student Financial Aid. The team has been through approximately 25% of the SOW’s total hours and have created a number of configuration items for SFA to pursue, as well as defined a number of technical updates to processes to be worked on in collaboration with ITS.

Upcoming Milestones• Continue consultation/development work per the SOW

Past Month’s Key Accomplishments• SFA module configuration has started in CSS• Modeling and business process improvements have begun

16

GREEN


24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23Initialize

Cmplt Project Planning/Kick-Off X X XAnalyze, Design, & Development

Cmplt Define Specific Project Targets X X XOn Trk Collaborate With Consulting Firm, SFA, and ITS X X X X X X X X X X X X X X XOn Trk Develop Solutions And Configuration Per SOW X X X X X X X X X X X X X

TestNt Strtd Perform Testing X X X X X X X X X X

ImplementNt Strtd Post-Consultation Internal Development X X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18Aug-25Sep-1Sep-8Sep-15Sep-22Sep-29Oct-6

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768

Initialize

CmpltProject Planning/Kick-OffXXX


CmpltDefine Specific Project TargetsXXX

On TrkCollaborate With Consulting Firm, SFA, and ITSXXXXXXXXXXXXXXX

On TrkDevelop Solutions And Configuration Per SOWXXXXXXXXXXXXX

Test

Nt StrtdPerform TestingXXXXXXXXXX

Implement

CmpltGo-Live (Delivery 1)««

CmpltGo-Live (Delivery 2)«

Nt StrtdPost-Consultation Internal DevelopmentXXXX««

Week Number: 11

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Process Review – Graduation ApplicationGREEN

Monthly Summary – September 4, 2018Over the last month, ITS has met with Marketing and Communications, the Graduate College, Falcon Outfitters, Bursar’s Office, and Registration and Records to complete a full business process review for the graduation application within CSS. We almost finished gathering all information needed to finalize the current state of all of these processes. Once this has been completed, we will focus on developing the future state.

Upcoming Milestones• Finalize Current state• Complete high level meeting about future state

Past Month’s Key Accomplishments• Completed second round of meetings with department stakeholders in

relation to current state of business processes• Created flowcharts to properly show the flow of current state processes

from one department to the next

17

Project timeline is still being developed– project request suggests 12/06/18 as the completion date.

Project Status:

GA Budget and Contract Process ReviewGREEN

Monthly Summary – September 4, 2018The Graduate Assistant Budget and Contract Process Review’s project objective is to evaluate BGSU’s current GA budgeting and contracting process to determine the most efficient process possible and provide a recommended “future state” of GA contracting. The full group met to set project expectations and decided to split into 3 sub-groups to cover ground in an efficient manner. Thus far, 2 of the 3 groups have met, with the final group meeting mid-September. The first goal is to build the current state before the team turns to evaluating options and recommending a future state.

Upcoming Milestones• Continue developing current sate• Move to developing future state

Past Month’s Key Accomplishments• Completed initial planning and project kick-off• Project groups formed and initial documentation created

18

Week Beginning (Sunday Date) Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Dec-

2

Dec-

9

Dec-

16

Dec-

23

Dec-

30

Jan-

6

Jan-

13

Jan-

20

Jan-

27

Week Number 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 28Initialize


AnalyzeCmplt Develop and Approve Project Documents X XCmplt Create/Alert Working Group X X

Design & DevelopmentOn Trk Develop Current State X X X X X X X X X X X XNt Strtd Develop Future State X X X X X X X X XNt Strtd Develop Recommendation Inventory X X X X X

ApproveNt Strtd Key Stakeholder Approval X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize



Analyze

CmpltDevelop and Approve Project DocumentsXX

CmpltCreate/Alert Working GroupXX

Design & Development

On TrkDevelop Current StateXXXXXXXXXXXX

Nt StrtdDevelop Future StateXXXXXXXXX

Nt StrtdDevelop Recommendation InventoryXXXXX

Approve

Nt StrtdKey Stakeholder ApprovalXXX«

Week Number: 7

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Past Month’s Key Accomplishments• Planning: Viability of Financial Aid solutions under consideration

Upcoming Milestones• November 16: Expected approval from the Chancellor’s Council on

Graduate Studies

Academic Partnerships Implementation Project

Monthly Summary – September 4, 2018BGSU has joined with Academic Partnerships (AP) to create a new online MBA program from the College of Business. BGSU will provide the instruction and degree-granting authority while Academic Partnerships is responsible for recruitment and some student support. For this effort, ITS will create three technical interfaces. Data will be drawn from Slate to provide AP with pre-student information. Statistics will be extracted from Canvas and placed into PeopleSoft CSS. From there, the Canvas data and other CSS records will be sent to AP. Specific details of the agreement are still under discussion, after which a technical spec can be developed. All is pending approval from the ODHE.

19

GREEN

• Schedule and Milestones TBD

Project Status:

Study Agreement Load ProcessGREEN

Monthly Summary – September 4, 2018This project will consist of developing a process that will batch load the study agreement codes to a student's term activation record eliminating the need to manually process these one by one. Individual Offices across campus will utilize this new Study Agreement Load Process to automatically load the Study Agreement codes into PeopleSoft CSS each Semester. This project is scheduled to go live in September 2018 and is currently on schedule.

Upcoming Milestones• Migrate to CSS92PPD.• Perform CSS92PPD testing. • Migrate to production.

Past Month’s Key Accomplishments• Completed rework. • Migrated to CSS92QNA and performed CSS92QNA testing. • Continued user testing.

20

Week Beginning (Sunday Date) May-

6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19Initialize


Analyze, Design, & DevelopmentCmplt Perform Project Analysis X XCmplt Develop Scope Document XCmplt Create Project Design/Specifications Requirements X XCmplt Perform Development X X X X X X X X X

TestCmplt Create Test Schedule/Cycles X X XCmplt Create Test Scripts X X X X X XOn Trk Perform Testing X X X X X XOn Trk Perform Issue Resolution & Tracking X X X X X X

ImplementNt Strtd Migrate to Production Nt Strtd Update Knowledgebase X

Week Number: 18

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize




CmpltPerform Project AnalysisXX

CmpltDevelop Scope DocumentX

CmpltCreate Project Design/Specifications RequirementsXX

CmpltPerform DevelopmentXXXXXXXXX

Test

CmpltCreate Test Schedule/Cycles XXX

CmpltCreate Test Scripts XXXXXX

On TrkPerform Testing XXXXXX

On TrkPerform Issue Resolution & TrackingXXXXXX

Implement

Nt StrtdMigrate to Production«

Nt StrtdUpdate KnowledgebaseX«

Week Number: 18

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Past Month’s Key Accomplishments• Development: CSS interface development complete• Development: OnBase solution development complete• Testing: CSS QNA testing near completion• Testing: OnBase solution testing underway

Upcoming Milestones• September 23: Migrate CSS interface to production• September 27: Migrate OnBase solution to production

Experiential Learning Tracking Project

Monthly Summary – September 4, 2018To comply with state regulations for experiential learning reporting, the BGSU Career Center is in need of a tool to maintain and report on students’ activities with regard to internships, practicums, non-course information, and employer documentation. The basis of this tool will be a new OnBase solution fed with data from PeopleSoft and supplemented by designees in each college. This will replace existing process handled by various spreadsheets and e-mail, allowing more efficient reporting by the BGSU Career Center. Launch of the OnBase solution will take place the week of September 24th for use with Fall 2018 data.

21

GREEN

Week Beginning (Sunday Date) Apr-1

5Ap

r-22

Apr-2

9Ma

y-6

May-

13Ma

y-20

May-

27Ju

n-3

Jun-

10Ju

n-17

Jun-

24Ju

l-1Ju

l-8Ju

l-15

Jul-2

2Ju

l-29

Aug-

5Au

g-12

Aug-

19Au

g-26

Sep-

2Se

p-9

Sep-

16Se

p-23

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24Initialize and Design

Cmplt Project Planning and Startup X X XCmplt Assemble Project Team X XCmplt Approve Project Charter X XCmplt Conduct Design Meetings X X X X

Development and TestingCmplt Create PeopleSoft CSS Export X X X X XCmplt Develop SFTP Data Transfer Process X X X XCmplt Develop OnBase Solution X X X X X XOn Trk Conduct PeoplesSoft QNA Testing X X X X XNt Strtd Conduct PeoplesSoft PPD Testing X XOn Trk Conduct OnBase User Acceptance Testing X X X X X

ImplementationNt Strtd PeopleSoft Migration Nt Strtd OnBase Migration

Status

Milestones

Project Schedule

Milestones

StatusWeek Beginning (Sunday Date)Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize and Design

CmpltProject Planning and StartupXXX

CmpltAssemble Project TeamXX

CmpltApprove Project CharterXX

CmpltConduct Design Meetings XXXX

Development and Testing

CmpltCreate PeopleSoft CSS ExportXXXXXXXX

CmpltDevelop SFTP Data Transfer ProcessXXXXXXX

CmpltDevelop OnBase SolutionXXXXXX

On TrkConduct PeoplesSoft QNA TestingXXXXX

Nt StrtdConduct PeoplesSoft PPD TestingXX

On TrkConduct OnBase User Acceptance TestingXXXXXXXX

Implementation

Nt StrtdPeopleSoft Migration«XXX

Nt StrtdOnBase Migration«««

Week Number: 21

.

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

NSC Interface Modifications

Monthly Summary – September 4, 2018Registration and Records requested several changes to the National Student Clearinghouse (NSC) Enrollment Interface to maintain compliance with Federal Financial Aid Reporting. They requested changes to resolve data issues with Enrollment Status, Graduate Information, Foreign Addresses, and Program Data. In order to maintain more than 90% compliance as an institution, Registration and Record is making manual updates to the current NSC Interface to resolve the data issues. We need to modify the NSC Enrollment Interface to accurately report financial aid data to National Student Loan Data System (NSLDS) and avoid manual corrections to the interface file. During the past month, Registration and Records has been performing User Acceptance Testing in QNA. A few items were identified during user testing that required rework. All rework is now complete and user testing continues in QNA. User Testing is very complex for this process. Sue Lau requested an additional extension to the project due date (from July 22 to Sept 23) to allow enough time to complete user testing along with grade processing for Summer 2018 and start-up of Fall Semester 2018.

Upcoming Milestones• User Acceptance Testing 5/31/2018 – 09/20/2018• Implementation in Production CSS – 09/09/2018

Past Month’s Key Accomplishments• User Testing in QNA - started 5/31 and is still in progress• Rework to resolve User Testing Issues

22

YELLOW


3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Week Number 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43Initialize

Cmplt Project PlanningCmplt Project Kick-Off

Analyze, Design, & DevelopmentCmplt Perform Project AnalysisCmplt Develop Scope DocumentCmplt Create Functional SpecificationsCmplt Perform Development / Unit TestingCmplt Perform Development Rework from User Testing X X X X X X X X X

TestCmplt Create Test Schedule/CyclesCmplt Create Test ScriptsAt Rsk Perform User Testing X X X X X X X X X X X X X X X XAt Rsk Perform Issue Resolution & Tracking X X X X X X X X X X X X X X X X

ImplementNt Strtd Create Go-Live Plan XNt Strtd Perform Communications to campus XNt Strtd Implement Go-Live Plan Nt Strtd Update Knowledgebase X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Dec-3Dec-10Dec-17Dec-24Dec-31Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24

Week Number123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869

Initialize

CmpltProject PlanningXXXXXX



CmpltPerform Project AnalysisXXXX


CmpltCreate Functional SpecificationsXXXX

CmpltPerform Development / Unit TestingXXXXXXXXXXXXX

CmpltPerform Development Rework from User TestingXXXXXXXXX

Test

CmpltCreate Test Schedule/CyclesXX

CmpltCreate Test ScriptsXXX

At RskPerform User TestingXXXXXXXXXXXXXXXXX

At RskPerform Issue Resolution & TrackingXXXXXXXXXXXXXXXXX

Implement

Nt StrtdCreate Go-Live PlanX

Nt StrtdPerform Communications to campusX

Nt StrtdImplement Go-Live Plan«

Nt StrtdUpdate KnowledgebaseX

Week Number: 40

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

HEI Interfaces and Modifications

Monthly Summary – September 4, 2018The Higher Education Information (HEI) System is a comprehensive relational database that includes student enrollment, course, financial aid, personnel, facilities, and financial data which is submitted by Ohio’s colleges and universities. This data is used for a variety of purposes that include: reporting on higher education outcomes, funding formula, financial aid program support, policy analysis, and strategic planning. As of Fall Semester 2017, the Ohio Department of Higher Education released new File Layouts for several HEI Interfaces and BGSU needs to modify the following files: 1) AP – Academic Program, 2) AC – Alternative Credit, 3) CN – Course Enrollment, 4) CU – Credit Update, 5) DC – Degrees / Certificates Earned, 6) SE – Student Entrance, 7) SN – Student Enrollment and 8) ST – Course Sections Taught. In addition, we need to modify the corresponding point in time extracts (HEI DEMO and HEI CRSE) that are used when building the HEI Interface files. Registration and Records identified 2 additional HEI Interface Files that need to be modified to resolve outstanding issues: OC – Off Campus Course Sections and CI – Course Inventory. This past month, we completed Rework to resolve outstanding testing issues for HEI AC and completed User Acceptance Testing in QNA and PPD. Sue Lau asked to wait until Nov 4 to install HEI AC (since Reg & Records is in the middle of HEI 30-Day-After Reporting for Summer in Production CSS).

Upcoming Milestones• Install Last HEI File Modification into Production CSS ( AC) - 11/04

Past Month’s Key Accomplishments• User Acceptance Testing in QNA and PPD (AC)• Development Rework to resolve QNA Testing Issues (AC)

23


6

May-

13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Week Number 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48Initialize


Analyze, Design, & DevelopmentCmplt Perform Project AnalysisCmplt Create Project CharterCmplt Create Project Design / Functional SpecificationsCmplt Perform Development / Unit Testing X X X X XCmplt Perform Development Rework from User Testing X X X X X X X X X X X X X X X X X

TestCmplt Create Test Schedule/CyclesCmplt Create Test ScriptsCmplt Perform User Testing X X X X X X X X X X X X X X X X XCmplt Perform Issue Resolution & Tracking X X X X X X X X X X X X X X X X X

ImplementNt Strtd Create Go-Live Plan XNt Strtd Implement Go-Live Plan Nt Strtd Update Knowledgebase X

Status

Project Milestones

GREEN

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Dec-10Dec-17Dec-24Dec-31Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXXXX



CmpltPerform Project AnalysisXXXXXX

CmpltCreate Project CharterXXXXXX

CmpltCreate Project Design / Functional SpecificationsXXXXXXXXXX

CmpltPerform Development / Unit TestingXXXXXXXXXXXXXXXXX

CmpltPerform Development Rework from User TestingXXXXXXXXXXXXXXXXXX

Test


CmpltCreate Test ScriptsX

CmpltPerform User TestingXXXXXXXXXXXXXXXXXXXXXXXXXXX

CmpltPerform Issue Resolution & TrackingXXXXXXXXXXXXXXXXXXXXXXXXXXX

Implement



Nt StrtdUpdate KnowledgebaseX

Week Number: 39

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Adaptive Insights Integration with FMS/HCM

Monthly Summary – September 4, 2018The Budgeting Office within Finance & Administration uses Adaptive Insights cloud based system for their budgeting software. Currently, the Budgeting Office is receiving queries from PeopleSoft FMS and HCM and manually entering the corresponding budgetary information into Adaptive Insights. This process is very labor intensive and difficult to keep up with numerous position changes that occur throughout the year. Haley Collingwood requested an automated solution to extract this information from PeopleSoft FMS / HCM and import into Adaptive Insights. During the past month, we completed 90% of development for the HCM Personnel Extract file. We also performed User Acceptance Testing for the FMS Account Balance Extract and imported file into Adaptive Insights Sandbox environment. We are still working through some integration issues with Adaptive Insights related to FMS Account Balance Interface. User Acceptance Testing for HCM Personnel File is in progress in HCM92QNA.

Upcoming Milestones• Adaptive Insights Development – HCM Integration with AI Sandbox Env• PeopleSoft HCM Development - Personnel File (add Stipend Info)• Adaptive Insights Development – Integration with AI Prod Environment

Past Month’s Key Accomplishments• Adaptive Insights Development in Sandbox to Import FMS Account Bals• PeopleSoft HCM Development – Personnel File (excluding Stipends)• User Acceptance Testing in Peoplesoft FMS92QNA - FMS Account Bals• User Acceptance Testing in AI Sandbox - Import FMS Account Bals

24

GREEN


13

May-

20

May-

27

Jun-

3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20Initialize

Cmplt Project Planning X X X X X X XCmplt Project Kick-Off XCmplt Statement of Work - Integration (By Adaptive Insights) X X XCmplt Create Project Charter X X

Analyze, Design, & DevelopmentCmplt Project Analysis and Design X X X X XCmplt Create Functional Requirements X X X X XCmplt Infrastructure Setup X XAt Rsk Development / Unit Testing (AI) - Integration w/Sandbox X X X X X X X XAt Rsk Development / Unit Testing (AI) - Integration w/PROD X X X X X XCmplt Development / Unit Testing (BGSU) - FMS Extract X X XOn Trk Development / Unit Testing (BGSU) - HCM Extract X X X X X X

TestCmplt Create Test Schedule/Cycles XCmplt Create Test Scripts X XOn Trk Perform User Testing X X X X XOn Trk Perform Issue Resolution & Tracking X X X X X

ImplementNt Strtd Create Go-Live Plan XNt Strtd Perform Communications to campus XNt Strtd Implement Go-Live Plan On Trk Update Knowledgebase X X X X X

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXXXXXX


CmpltStatement of Work - Integration (By Adaptive Insights)XXX

CmpltCreate Project CharterXX


CmpltProject Analysis and Design XXXXX

CmpltCreate Functional RequirementsXXXXX

CmpltInfrastructure Setup XX

At RskDevelopment / Unit Testing (AI) - Integration w/SandboxXXXXXXXX

At RskDevelopment / Unit Testing (AI) - Integration w/PRODXXXXXX

CmpltDevelopment / Unit Testing (BGSU) - FMS ExtractXXX

On TrkDevelopment / Unit Testing (BGSU) - HCM ExtractXXXXXX

Test


CmpltCreate Test ScriptsXX

On TrkPerform User TestingXXXXX

On TrkPerform Issue Resolution & TrackingXXXXX

Implement


Nt StrtdPerform Communications to campusX


On TrkUpdate KnowledgebaseXXXXX

Week Number: 17

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Outdoor Displays / Kiosks RFPGREEN

Monthly Summary – September 4, 2018Over the last month we have continued to look at a vendor called Autumn Vision as a possible no cost solution. We have continued to have multiple conference calls with this vendor and have followed up with additional questions. Key representatives from multiple departments joined us for the conference calls and we have developed a white paper on the capabilities of Autumn Vision. We are currently tracking all remaining questions and developing a finalized list of what BGSU would like for a standard configuration.

Upcoming Milestones• Key stakeholders decision on Autumn Vision or proceeding with RFP

Past Month’s Key Accomplishments• Created a white paper in regards to all of the capabilities of Autumn

Vision• Completed follow up conference calls with Autumn Vision

25

Project timeline is still being determined– project request suggests 9/30/18 as the completion date.

Project Status:

Annual Donor Reports - Phase 2GREEN

Monthly Summary – September 4, 2018Due to the Foundation financial system conversion from Agresso to FMS, the Annual Donor Report had to be developed in WRL for FY2017. The report was developed but not all components of the revised report could be implemented for the FY2018 reports.These enhancements will improve the look and feel of the annual donor reports along with providing greater accessibility for the end users. This past month the team was able to start reviewing the raw data for each report to ensure the numbers were correct. This next month, the reports will undergo final approval before moving to production.

Upcoming Milestones• Validation of raw data• Reports migrated to production

Past Month’s Key Accomplishments• Development Finished

26


3

Jun-

10

Jun-

17

Jun-

24

Jul-1

Jul-8

Jul-1

5

Jul-2

2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Week Number 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39Initialize


Analyze, Design, & DevelopmentCmplt Perform Project AnalysisCmplt Develop Scope DocumentCmplt Create Project Design/Specifications RequirementsOn Trk Perform Development X X X X X X X X X X

TestOn Trk Create Test Schedule/Cycles X X X X X XOn Trk Perform Testing X X X XOn Trk Perform Issue Resolution & Tracking X X X X

ImplementNt Strtd Create Go-Live Plan XNt Strtd Conduct Training X XNt Strtd Perform Communications to end usersNt Strtd Implement Go-Live Plan

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jan-7Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18Aug-25Sep-1Sep-8Sep-15Sep-22Sep-29

Week Number12345678910111213141516171819202122232425262728293031323334353637383936371617181920212223242526272829303132212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningX






On TrkPerform DevelopmentXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Test

On TrkCreate Test Schedule/CyclesXXXXXXX

On TrkPerform TestingXXXXXXXX

On TrkPerform Issue Resolution & TrackingXXXXXXXX

Implement

Nt StrtdCreate Go-Live PlanXXX

Nt StrtdConduct TrainingXXXXX

Nt StrtdPerform Communications to end usersXXddd

Nt StrtdImplement Go-Live Plan««««

Week Number: 35

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Create Title IV Activity GuideGREEN

Monthly Summary – September 4, 2018New Project approved as a priority 2 by Executive Sponsors: ITS is working with the Office of the Bursar to create a Title IV Activity Guide. Currently, the authorization for Title IV is not easy for a student to find in their Student Center. We are currently in development for creating the needed Title IV Activity Guide.

Upcoming Milestones• Migrate to QNA and complete testing• Migrate to PPD and complete testing• Create Go-Live Plan

Past Month’s Key Accomplishments• Project approved• Created the project documentation structure on SharePoint• Identified key stakeholders from the Office of the Bursar• Completed kickoff meeting• Started Development work

27

Week Beginning (Sunday Date) Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Week Number 1 2 3 4 5 6 7 8 9 10 11Initialize


Analyze, Design, & DevelopmentCmplt Perform Project Analysis X XCmplt Develop Scope Document X XCmplt Create Project Design/Specifications Requirements X XOn Trk Perform Development X X X X X

TestOn Trk Create Test Schedule/Cycles X XOn Trk Create Test Scripts X XNt Strtd QNA Testing X X X XNt Strtd PPD Testing X X

ImplementNt Strtd Create Go-Live Plan X XNt Strtd Implement Go-Live Plan XNt Strtd Migrate to Production XNt Strtd Update Knowledgebase

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize






CmpltCreate Project Design/Specifications RequirementsXX

On TrkPerform DevelopmentXXXXX

Test

On TrkCreate Test Schedule/CyclesXX

On TrkCreate Test ScriptsXX

Nt StrtdQNA TestingXXXX

Nt StrtdPPD TestingXX

Implement

Nt StrtdCreate Go-Live PlanXX

Nt StrtdImplement Go-Live PlanX

Nt StrtdMigrate to ProductionX

Nt StrtdUpdate Knowledgebase«

Week Number: 4

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Library OCLC Tipasa Migration

Monthly Summary – September 4, 2018Tipasa is the new cloud-based solution provided by our existing library vender, OCLC. This solution streamlines the interlibrary loan process, reducing the manual steps to process loan requests made by BGSU affiliates and other libraries. OCLC’s plan involves a 6-8 week migration from Illiad to Tipasaled by OCLC’s Services team. ITS has been asked to assist with the SSO and patron load process with the rest of the migration and training to be handled by OCLC. Now that a PeopleSoft resource is available, development on this project can resume. In consultation with OCLC, the Library has set a firm migration date of November 19th.

Upcoming Milestones• October 1: Beginning of QNA testing• October 22: Beginning of PPD testing• November 19: BGSU Tipasa Launch

Past Month’s Key Accomplishments• Planning: Project plan and timeline revised• Development: CSS interface development begun• Security: SSO integration confirmed

28

GREEN

Week Beginning (Sunday Date) Jan-

14

Jan-

21

Jan-

28

Feb-

4

Feb-

11

Feb-

18

Feb-

25

Mar-4

Mar-1

1

Mar-1

8

Mar-2

5

Apr-1

Apr-8

Apr-1

5

Apr-2

2

Apr-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45Initialize

Cmplt Project Planning X X X XCmplt Develop Scope Document X X XCmplt Project Kick-Off

Analyze, Design, & DevelopmentCmplt Determine Data Requirements X X X X X XOn Trk Perform Development of authentication process X X X XOn Trk Perform Development of Patron Load X X X X X X X

TestNt Strtd Perform Testing of authentication process X X X X X X X X X X XNt Strtd Perform testing of patron load X X X X X X XNt Strtd Perform Issue Resolution & Tracking X X X X X

ImplementNt Strtd Migrate Development to Production X XNt Strtd Go-Live

Status

Project Milestones

Project Schedule

Project Milestones

StatusWeek Beginning (Sunday Date)Jan-14Jan-21Jan-28Feb-4Feb-11Feb-18Feb-25Mar-4Mar-11Mar-18Mar-25Apr-1Apr-8Apr-15Apr-22Apr-29May-6May-13May-20May-27Jun-3Jun-10Jun-17Jun-24Jul-1Jul-8Jul-15Jul-22Jul-29Aug-5Aug-12Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

CmpltProject PlanningXXXX

CmpltDevelop Scope DocumentXXX

CmpltProject Kick-Off


CmpltDetermine Data RequirementsXXXXXX

On TrkPerform Development of authentication process XXXX

On TrkPerform Development of Patron Load XXXXXXX

Test

Nt StrtdPerform Testing of authentication processXXXXXXXXXXX

Nt StrtdPerform testing of patron load XXXXXXXX

Nt StrtdPerform Issue Resolution & TrackingXXXXXXX

Implement

Nt StrtdMigrate Development to ProductionXXXX

Nt StrtdGo-Live««

Week Number: 34

&G&"-,Bold"&14&F


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Slate for Undergraduate Admissions – II

Monthly Summary – September 4, 2018This project is to continue with the Undergraduate Slate implementation for the Office of Admissions. The scope of the second phase of this project will be to send applicant data from Slate into PeopleSoft CSS. This phase will go live in January 2019 and will be used for Spring 2020 applications. The project is on schedule and trending green.

Upcoming Milestones• Complete functional requirements gathering. • Perform configuration of CSS92DEV.• Create testing schedule.

Past Month’s Key Accomplishments• Continued gathering functional requirements for phase 2. • Development in PeopleSoft CSS started.

29

GREEN


2

Jul-2

9

Aug-

5

Aug-

12

Aug-

19

Aug-

26

Sep-

2

Sep-

9

Sep-

16

Sep-

23

Sep-

30

Oct-7

Oct-1

4

Oct-2

1

Oct-2

8

Nov-

4

Nov-

11

Nov-

18

Nov-

25

Dec-

2

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20Initialize

On Trk Project Planning X X X X X X X XCmplt Project Kick-Off X

Analyze, Design, & DevelopmentCmplt Perform Project Analysis X X X XCmplt Develop Scope Document X X XOn Trk Create Project Design/Specifications Requirements X X X X XOn Trk Perform Development X X X X X

TestNt Strtd Create Test Schedule/Cycles X X XNt Strtd Create Test Scripts X X XNt Strtd Perform Testing X X X X X X X X X XNt Strtd Perform Issue Resolution & Tracking X X X X X X X X X X

ImplementNt Strtd Create Go-Live Plan X XNt Strtd Perform Communications X X Nt Strtd Conduct Training X X Nt Strtd Migrate to Production Nt Strtd Update Knowledgebase X

Status

Project Milestones

Project Schedule

Project Milestones


Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253

Initialize

On TrkProject PlanningXXXXXXXX



CmpltPerform Project AnalysisXXXX

CmpltDevelop Scope DocumentXXX

On TrkCreate Project Design/Specifications RequirementsXXXXX

On TrkPerform DevelopmentXXXXX

Test

Nt StrtdCreate Test Schedule/Cycles XXX

Nt StrtdCreate Test Scripts XXX

Nt StrtdPerform TestingXXXXXXXXXX

Nt StrtdPerform Issue Resolution & TrackingXXXXXXXXXX

Implement

Nt StrtdCreate Go-Live Plan XX

Nt StrtdPerform Communications XX

Nt StrtdConduct TrainingXX

Nt StrtdMigrate to Production««

Nt StrtdUpdate Knowledgebase XX

Week Number: 7

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Past Month’s Key Accomplishments• Planning: Project team assembled• Planning: Scope identified

Upcoming Milestones• September 10: Beginning of SSO integration• September 17: Beginning of CSS interface development

Implementation of 911 Cellular – Phase 1

Monthly Summary – September 4, 2018911Cellular has been chosen by BGSU as the new vendor to coordinate AlertBG communications. Phase one of the implementation will focus on a like-for-like transfer of our notifications systems to the new provider. ITS will provide SSO integration, a CSS interface for user load, web development for affiliates’ cellular and e-mail options, and coordination with marketing and communications for social media updates. 911Cellular will provide software hosting for the product itself, along with training for administrators and those staff who may activate the system. Phase one will have full implementation over winter break 2018-19.

30

GREEN


19Au

g-26

Sep-

2Se

p-9

Sep-

16Se

p-23

Sep-

30Oc

t-7Oc

t-14

Oct-2

1Oc

t-28

Nov-

4No

v-11

Nov-

18No

v-25

Dec-

2De

c-9

Dec-

16De

c-23

Week Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19Initialize and Design

On Trk Project Planning and Startup X X X XCmplt Assemble Project Team X X

Nt Strtd Approve Project Charter X X XDevelopment and Testing

Nt Strtd Configure and Test SSO Integration X X X XNt Strtd Configure Social Media Integrations X X X X X X X X X XNt Strtd Configure and Test E-mail and SMS X X X X X X X X X XNt Strtd Configure and Test Digital Signage X X X X X X X X X XNt Strtd Configure and Test Web and Mobile X X X X X X X X X XNt Strtd Create PeopleSoft CSS Interface X X X X X XNt Strtd Conduct PeoplesSoft QNA Testing X X X X XNt Strtd Conduct PeoplesSoft PPD Testing X X X

ImplementationNt Strtd PeopleSoft CSS Migration Nt Strtd Cutover to 911Cellular

Status

Milestones

Project Schedule

Milestones

StatusWeek Beginning (Sunday Date)Aug-19Aug-26Sep-2Sep-9Sep-16Sep-23Sep-30Oct-7Oct-14Oct-21Oct-28Nov-4Nov-11Nov-18Nov-25Dec-2Dec-9Dec-16Dec-23Dec-30Jan-6Jan-13Jan-20Jan-27Feb-3Feb-10Feb-17Feb-24Mar-3Mar-10Mar-17Mar-24Mar-31Apr-7Apr-14Apr-21Apr-28May-5May-12May-19May-26Jun-2Jun-9Jun-16Jun-23Jun-30Jul-7Jul-14Jul-21Jul-28Aug-4Aug-11Aug-18

Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253


On TrkProject Planning and StartupXXXX

CmpltAssemble Project TeamXXXX

Nt StrtdApprove Project CharterXXX


Nt StrtdConfigure and Test SSO IntegrationXXXX

Nt StrtdConfigure Social Media IntegrationsXXXXXXXXXX

Nt StrtdConfigure and Test E-mail and SMSXXXXXXXXXX

Nt StrtdConfigure and Test Digital SignageXXXXXXXXXX

Nt StrtdConfigure and Test Web and MobileXXXXXXXXXX

Nt StrtdCreate PeopleSoft CSS InterfaceXXXXXXXXXXX

Nt StrtdConduct PeoplesSoft QNA TestingXXXXXXX

Nt StrtdConduct PeoplesSoft PPD TestingXXXX

Implementation

Nt StrtdPeopleSoft CSS Migration««XXX

Nt StrtdCutover to 911Cellular««««

Week Number: 3

.

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Alumni Move into Adobe CampaignGREEN

Monthly Summary – September 4, 2018This project will configure BGSU’s enterprise email solution, Adobe Campaign, for Alumni’s use. This effort will allow Alumni to fully utilize Adobe Campaign and to send BGSU alumni email communication using Agilon data that has already been integrated into the system. This project just started and has an expected completion date of December 31, 2018.

Upcoming Milestones• Develop project schedule and project plan. • Determine project tasks.

Past Month’s Key Accomplishments• Initiated project discussions and project planning. • Held project kick-off. • Assigned project resources.

31

This project just started and a project schedule will need to be determined.

Project Status:

Past Month’s Key Accomplishments• Security: Single Sign On integration underway• Marketing: Branding materials sent to vendor• Development: Calendar integration methodology identified

Upcoming Milestones• October 31: Complete SSO integration• January 1: Beginning of CSS interface development

Implementation of Presence Project

Monthly Summary – September 4, 2018OrgSync, the existing student organization management software provided by Campus Labs, will be discontinued in early 2019. After a successful RFP, Presence has been chosen as the new vendor for the Office of the Dean of Students. ITS will provide SSO integration and a calendar interface which will allow events to be visible on the master calendar. When PeopleSoft CSS resources become free, an interface will be created to move student data directly into the new product. By the end of the implementation, the final disposition of the OrgSync data will be determined, although files will not be directly placed into Presence.

32

GREEN


2Ju

l-29

Aug-

5Au

g-12

Aug-

19Au

g-26

Sep-

2Se

p-9

Sep-

16Se

p-23

Sep-

30Oc

t-7Oc

t-14

Oct-2

1Oc

t-28

Nov-

4No

v-11

Nov-

18No

v-25

Dec-

2De

c-9

Dec-

16De

c-23

Dec-

30Ja

n-6

Jan-

13Ja

n-20

Jan-

27Fe

b-3

Feb-

10Fe

b-17

Feb-

24Ma

r-3

Week Number 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 32 33Initialize and Design

Cmplt Project Planning and Startup X X X XOn Trk Assemble Project Team X X XCmplt Approve Project Charter X X

Development and TestingOn Trk Configure and Test SSO Integration X X X X XNt Strtd Configure Presence for BGSU X X X X X X X X X X X X X X X X X XNt Strtd Develop Calendar Export Process X X X X X X X X X XNt Strtd Test Calendar Export Process X X X XNt Strtd Create PeopleSoft CSS Interface X X X X XNt Strtd Conduct PeoplesSoft QNA Testing X XNt Strtd Conduct PeoplesSoft PPD Testing XNt Strtd Decommission OrgSync X X X X X X X X X X X X

ImplementationNt Strtd PeopleSoft CSS Migration Nt Strtd Open Presence to Student Organizations

Status

Milestones

Project Schedule

Milestones


Week Number1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253


CmpltProject Planning and StartupXXXX

On TrkAssemble Project TeamXXX

CmpltApprove Project CharterXX


On TrkConfigure and Test SSO IntegrationXXXXX

Nt StrtdConfigure Presence for BGSUXXXXXXXXXXXXXXXXXX

Nt StrtdDevelop Calendar Export ProcessXXXXXXXXXX

Nt StrtdTest Calendar Export ProcessXXXX

Nt StrtdCreate PeopleSoft CSS InterfaceXXXXX

Nt StrtdConduct PeoplesSoft QNA TestingXX

Nt StrtdConduct PeoplesSoft PPD TestingX

Nt StrtdDecommission OrgSyncXXXXXXXXXXXX

Implementation

Nt StrtdPeopleSoft CSS Migration«XXX

Nt StrtdOpen Presence to Student Organizations«««

Week Number: 7

.

&G


Status

Status Key

On Trk

At Rsk

Off Trk

Nt Strtd

On Hld

Cmplt

Project Status:

Export Notes from Handshake to EAB SSCGREEN

Monthly Summary – September 4, 2018A separate interface must be defined between Handshake and EAB SSC that will pull all the counseling notes from Handshake into the EAB SSC application. Based on the Handshake technical team’s response, the best long-term solution is to develop a process using a Handshake API. This will select specific fields to pass to the EAB SSC application. A similar process was created to retrieve notes from the WorkNet application and post them to EAB. This can be used as the model for importing data into EAB SSC. The API/BGSU Load process will run on a specific schedule to pick up the data elements, format them as required by the EAB Grades First Integration process and import them to EAB SSC. This project has a due date of March 31, 2019.

Upcoming Milestones• Complete the Project Charter and obtain user signoff• Receive and audit the Statement of Work from Handshake• Document the Handshake fields to be retrieved and formatted for import

to EAB

Past Month’s Key Accomplishments• Determine the configuration of the interface• Schedule the project kickoff meeting• Open a ticket with Handshake to begin the discussion and retrieve

technical documentation for the API process• Handshake account created for BGSU developer

33


20

Aug-

27

Sep-

3

Sep-

10

Sep-

17

Sep-

24

Oct-1

Oct-8

Oct-1

5

Oct-2

2

Oct-2

9

Nov-5

Nov-1

2

Nov-1

9

Nov-2

6

Dec-3

Dec-1

0

Dec-1

7

Dec-2

4

Dec-3

1

Jan-

7

Jan-

14

Jan-

21

Jan-

28

Feb-

4

Feb-

11

Feb-

18

Feb-

25

Mar-4

Mar-1

1

Mar-1

8

Mar-2

5

Apr-1

Week Number 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 32 33Initialize

On Trk Project Planning X X X X X X XOn Trk P