EIS Progress Report

Executive Steering Committee Meeting

February 4, 2009 (Revised)

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Agenda

1. Chart of Accounts2. Review Project Handout

Document

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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 AchievedJanuary 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

FinanceTraining 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 AchievedJanuary 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 Aid Training 2/23/09 •Needs Analysis•ISIR Correction Processing

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Major Events AheadMarch 2009

Planned activities Dates •Expected results

HR Training 3/2/09 •Payroll Administration

Technical Training 3/2/09 •ODS Technical Training

Finance Training 3/9/09 •Rules, Security and Approvals

Finance Training 3/9/09 •Banner Bridges to Finance Analysis (remote)

Student Training

Luminis Test Platform Install

Financial Aid Training

Finance Training

3/9/09

3/9/09

3/16/09

3/16/09

•General Person•Recruiting and Admissions•Remote Installation of Luminis

•PopSel, Batch Posting, appl budget

•ODS Functinal Training

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Major Events AheadMarch 2009 continued

Planned activities Dates •Expected results

Luminis

Student Training

3/16/09

3/16/09

•Luminis Integration Test

•Data Mapping Session

Student Advisory 3/16/09 •Functional consulting

Finance Training

Financial Aid Training

3/23/09

3/23/09

•Purchasing Card Training (remote)

•Consulting visit

HR Training 3/23/09 •Data mapping & Interm bridges

Luminis

Student Training

3/23/09

3/30/09

•Configure channels for Banner - test

•Letter generation, population selection, reporting and OA views.

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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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Cost vs Activity CompletionJanuary 2009

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Major Activity

Major Milestone

Start Date

Finish Date

Software Installation Oracle, Banner and Luminis Installed on FHDA hardware; Knowledge Transferred to FHDA IT Organization on

Configuration and Operations

07/21/08 12/05/08

Business Process Analysis Selected Business Processes Analyzed and Documented 09/15/08 12/29/08

Identity and Access Management Identity Management Solution Deployed in Production 10/13/08 06/17/09

Integration/Interfaces Integration and Interfaces Deployed in Production 10/06/08 01/31/11

Integration Assessment Assessment of integration touch points completed 10/06/08 12/19/08

Luminis IV Platform Luminis Platform Deployed in Production 09/03/08 07/02/09

Banner Finance Phase 1 - General Accounting

Banner Finance Module (General Accounting) Deployed in Production

10/10/08 07/01/09

Banner Finance Phase 2 - Budget Banner Finance Module (Budget) Deployed in Production 08/17/09 02/01/10

Banner Human Resources Banner Human Resources Module Deployed in Production 10/21/08 01/04/10

Banner Student - Admissions Banner Student Module (Admissions) Deployed in Production 10/06/08 02/15/10

Banner Student - Registration Banner Student Module (Registration) Deployed in Production 10/16/08 04/05/10

Banner Financial Aid Banner Financial Aid Module Deployed in Production 10/06/08 02/15/10

Banner Advancement Banner Advancement Module Deployed in Production 01/18/10 01/24/11

BDMS (Xtender) BDMS Deployed in Production 08/10/09 04/05/10

Banner Operational Data Store ODS Deployed in Production 11/17/08 04/05/10

Banner Data Warehouse EDW Deployed in Production 11/17/08 04/05/10

DegreeWorks DegreeWorks Deployed in Production 06/08/10 01/17/11

Subtotal Project Management AppWorx Implementation ePrints Reorts Implementation Data Migration Script Total

Finance and Luminis Milestones

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Module / Major Milestone Start Date

Finish Date

% Activity Completed

Luminis Platform ( for Finance Users ) 09/22/08 07/10/09 15%

TPW Delivered, Project Definition Document Delivered 09/22/08 10/15/08 100%

Organizational and Content Planning Completed 11/17/08 12/15/08 100%

Test Environment Installed 10/15/08 12/05/08 100%

System Education, CAT Training Completed 11/03/08 02/19/09 80%

Luminis Single Sign On Convention, Identity Structure Determined 01/28/09 03/19/09 10%

Production Environment Installed 02/23/09 05/01/09 0%

Organization Readied and Content to be Provided to Finance Users Completed 01/05/09 05/22/09 5%

Luminis Platform Certified 05/11/09 05/22/09 0%

Technical and Operational Readiness Validated 05/18/09 05/29/09 0%

Transition to Maintenance Plan Implemented 06/01/09 06/05/09 0%

Banner Finance Module (General Accounting) Deployed in Production 10/10/08 07/01/09 10%

Completed Chart of Accounts, Validated Accounting Process 10/27/08 02/20/09 85%

Banner Finance data base populated sufficiently to support ODS report development 02/20/09 03/15/09 5%

Banner 8 Migration Plan Completed 03/01/09 03/15/09 0%

Banner 8 Issues Resolved 03/18/09 04/15/09 0%

Balance, Budget Loaded; Vendors Entered 04/18/09 04/27/09 5%

Parallel 1 Day Validated Month End Run Validated 05/01/09 05/14/09 0%

Integration/Interfaces Deployed in Production 02/16/09 06/01/09 10%

End Users Certified; Procedure Manuals Signed Off and Ready for Production Use 02/16/09 06/01/09 0%

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

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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

HR Tech Training 02.03.09 02.05.09 KCI 4006

Student Recruit, Admissions, 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 STUDIO A DE ANZA

Finance Consult Procedure Rules 02.17.09 02.19.09 CHINESE

HERITAGE RM

Student Catalog/Schedule 02.17.09 02.19.09 D260

Technical IAM Workshop 02.17.09 02.19.09 D210

Technical Intro to Banner Administration 02.24.09 02.26.09 ISC

CONFERENCE RM

Student Initial Student Tech Training 02.24.09 02.26.09 CHINESE

HERITAGE RM

Financial Aid Needs Analysis ISIR 02.24.09 02.26.09 D260

Banner Bridges to Finance 02.24.09 02.26.09 KCI 4006

HR Payroll Administration 03.03.09 03.05.09 KCI 4006

ODS – Conduct Technical Training 03.03.09 03.05.09 D260

Finance Rules, Security and Approvals 03.10.09 03.12.09 KCI 4006

Student Consult – Gen Person, Recruit & Admission

03.10.09 03.12.09 CHINESE

HERITAGE RM

Bridges to Finance 03.10.09 03.12.09 D260

Fin Aid – PopSel, Batch Posting, Appl Budgeting 03.17.09 03.19.09 CHINESE

HERITAGE RM

Fincance – Conduct ODS Functional Training 03.17.09 03.19.09 D270

Student Data Mapping Session 03.17.09 03.19.09 D260

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

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