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In partnership with the University System of Georgia THE ENTERPRISE TRANSFORMATION BPN UPDATE JUNE 28, 2017
InpartnershipwiththeUniversitySystemofGeorgia
THEENTERPRISE
TRANSFORMATION
BPN UPDATEJUNE 2 8 , 2 0 1 7
InpartnershipwiththeUniversitySystemofGeorgia6/28/17
Agenda
• TransformationVision–Why?How?What?
• EnterpriseResourcePlanning(ERP)&EnterpriseDataManagement(EDM)– Partnership– EnterpriseInitiatives
• ElevatetheDialogue
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InpartnershipwiththeUniversitySystemofGeorgia6/28/17
EnterpriseTransformation
“Thesignificantproblemswefacetodaycannotbesolvedatthesamelevelofthinkingwewereatwhenwecreatedthem.”– AlbertEinstein
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InpartnershipwiththeUniversitySystemofGeorgia6/28/17
CreatingtheNext
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TransformationVisionBuild| ByCREATING THENEXT platformforservicedelivery
Transform | Bydesigningdataandprocessesforthedigitalage
Unify| Byconnectingusercommunityexperience
Empower | Byoptimizingdecisionswithintuitiveanalytics
InpartnershipwiththeUniversitySystemofGeorgia6/28/17
CreatingTheNext
WHYwearetransforming…
HOWwearetransforming…
WHATwearetransforming…
§ EnabletheInstitute’sstrategicplanandcoreacademic,research,andservicemissions
§ Supportstudents,faculty,andstaffthroughconsistent,reliable,high-qualityexperiences
§ Optimizedecisionmakingthroughconsolidated,accessible,trusteddataandintuitiveanalytics
§ PreparetheInstituteforthedigitalage
§ Adoptstreamlined,simplified,industry-leadingbusinesspractices
§ Fosteranenvironmentofcollaborationandtransparency
§ EngagetheGeorgiaTechcommunitythroughcommunicationandoutreach
§ Beforwardthinkingandadapttotheiterativenatureofimplementingnewtechnology
§ Review,update,standardize,andalignbusinessprocesses,policies,andservicedeliverymodels
§ ReplacePeopleSoftFinancialswithWorkday
§ AssessotherWorkdaycapabilities
§ Modernizedatawarehousetoenhanceanalyticandreportingcapabilities
§ Retireorreplacerelatedapplicationsandsystems
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InpartnershipwiththeUniversitySystemofGeorgia6/28/17
ERP– EDMPartnership
ERP• DataSources
• BusinessProcesses
• SystemsofRecord
EDM• DataGovernance
• DataWarehousing
• BusinessIntelligence
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Transformdata,processes,andsystemstooptimizeresourceutilization
Transformdatatomeaningfulinformationto
optimizedecisionmaking
InpartnershipwiththeUniversitySystemofGeorgia6/28/17
EnterpriseTransformationKeyActivities
þ SelectFinancialsSystemSoftware(Completed:Workday)
o SelectTransformationConsultingPartner(Inprogress)
o MobilizeGeorgiaTechResources(Inprogress)
o ConstructProjectTeamWorkspace(Inprogress)
o ConductFoundationalAssessment(Inprogress)
o ImplementEnterpriseDataGovernance&Reporting (Inprogress)
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InpartnershipwiththeUniversitySystemofGeorgia6/28/17
EnterpriseTransformationStartWorkdayImplementationTimeline
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2017 2017
Today
Apr May Jun Jul Aug Sep
SaaSSelection(Workday)Apr14
WorkdayContractExecutionJul28
755MariettaMoveAug25
InitialCOADesignAug18
WorkdayFINTrainingAug31
StartWorkdayFINImplementation
Sep18
SIRFP- Phase1Jun9
SIRFP- Phase2Jun29
SIRFPPhase3(Award)Jul31
SIRFP- Phase3(Contract)Aug31
InpartnershipwiththeUniversitySystemofGeorgia6/28/17
EnterpriseTransformationFoundationalAssessment
ERPandEDMareleadingdiscoverysessions(chartofaccounts,integratingsystems,andbusinessprocesses)withkeystakeholdersacrosscampustounderstandcurrentstate–Whatexiststoday?–Whatrequirementsexist?–Whatareouroptions?
• NextSteps– Identifyanddocumentrequirements– Developandtestworkingmodel– Collaborateandpartneracrosscampus
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COARe-DesignPhases
InpartnershipwiththeUniversitySystemofGeorgia6/28/17
• TheInstitutehasdeveloped5“GuidingPrinciples”toprovideabasisfordecisionmakingandtohelpdefinetheparameters,designandfutureuseofthechart.
GuidingPrinciples
ThechartofaccountsshouldadheretothestandardssetbytheUniversitySystemofGeorgia.#1
Thechartofaccountsshouldbeeasytocomprehendwitheachcomponenthavingasingleuseandaclearandconsistentdefinition,anditshouldbeflexibleenoughtoaccommodatefuturegrowth.#2
ThechartofaccountsshouldsupporttheInstitute’sinformation,reportingandaccountingatalllevelsofmanagementandshouldpromoteservicecapabilitiesunifyingtheuniqueneedsacrosscampus.#3
Thechartofaccountsshouldleveragebestpracticesandinnovativeapproachesindesign,structure,andimplementation.#4
Thechartofaccountsshouldpromotestrategicalignmentandintegrationbetweenthefinancialsystemofrecordandancillaryledgersandsystems.#5
InpartnershipwiththeUniversitySystemofGeorgia6/28/17
EnterpriseTransformationEnterpriseDataGovernance&Reporting
EDMiscurrentlybuildingoutprocessesandtoolstoimproveaccess,security,andreportingofdata
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DataGovernance
• BuildingDataGovernanceCommittee
• Reviewingdataaccesspoliciesandprocedures
• PartneringwithERPtoassesscurrentstatesystemsandintegrations
DataWarehouse
• Buildinganewdatawarehousethatassimilatesdatafromcriticalsystems• PhaseI– Enrollment,Admissions,HR(Completed)
• PhaseII– AcademicHistory,ClassSchedules
• PhaseIII– Financials
BusinessIntelligence
• PurchasedandimplementedTableau
• BuildingenterprisereportingcapabilitiesforreleaseinFY18
• PartneringwithcampusunitstodistributereportsviaTableau
InpartnershipwiththeUniversitySystemofGeorgia6/28/17
Howdoweelevatethedialogue?
1. Howcanthecampuscommunitycontributeto“CreatingtheNext”?
2. Howdoweimproveourcommunicationandcollaborationacrossthecommunity?
3. Howdowebuildpartnershipsacrossthecommunity?4. Whatarethemajorpainpointsinourcurrentenvironment?5. Whereareourinnovationopportunities?6. Whattypesofdataand/orinformationcanweprovideto
improvedecisionmaking?
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InpartnershipwiththeUniversitySystemofGeorgia6/28/17
Questions?
ERP(www.erp.gatech.edu)– GregPhillips,SeniorDirectorERP,[email protected]– [email protected]
EDM(www.edm.gatech.edu)– KatieCrawford,SeniorDirectorEDM,[email protected]– SandiBramblett,AssistantVPInstitutionalResearch&EDM,[email protected]
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