University of Florida ERP Executive Overview March 12, 2003

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University of Florida ERPExecutive
OverviewMarch 12, 2003
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ERP Days to go-live

• 14 Days Remaining for Portal Go-Live
• 136 Days Remaining for EPM Go-Live
• 471 Days Remaining for Financials Go-Live
• 471 Days Remaining for HR/Payroll Go-Live
• 1010 Days Remaining for Students Go-Live

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Vision Statement

• The University of Florida requires 10 integrated
  systems
• University Management
• Vendor Relations
• Human Resources
• Payroll
• Asset Management
• Sponsored Programs
• Student Administration
• Instruction Value Chain
• Technical Architecture/Infrastructure
• Alumni and Friends

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ERP Organizational Changes

• Combine Purchasing Accounts Payable
• Combine Human Resources Payroll
• Combine DSR Offices
• A centralized ERP/PeopleSoft office
• Maintain a help desk function
• University wide training
• Security maintenance
• installation of upgrades, fixes, compliance
  releases, application maintenance, etc.

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ERP Structure
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UF Staffing Plan

• Key UF employees from across campus moved onto
  the project in June 2002
• Participated in the evaluation and selection of
  ERP vendor
• PeopleSoft conference room pilot and intense
  training in each functional area
• Recruited and Interviewed functional and
  technical consultants who were brought on as UF
  OPS positions
• Bearing Point helped develop project plan and
  staff senior consultants in project management
  office, Human Resource and Finance

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UF Employees

• University Management
• Jim Ferrer - Associate Controller 16 years
• Laura McGill - Business manager College of
  Medicine 17 years
• Vendor Team
• Maryann Whitley - Associate Purchasing Director-
  20 years
• Woody Christie - Associate Purchasing Director
  18 years
• Monica Thames Lamar - Travel Section Supervisor
  10 years
• Human Resources
• Bob Willits - Associate Director of Human
  Resources 28 years
• Steve Wing - Assistant Director of Human
  Resources 17 years
• Rita Cowan - Director of Academic Personnel 33
  years
• Greg Fussell - PeopleSoft Project Lead USF HR
  22 years
• Mary Alice Albritton - USF Director of Human
  Resources 20 years
• Payroll
• Murphy Miller - Assistant Controller/Payroll
  manager 18 years
• Linda Orfield - Payroll Supervisor 5 years
• Paul Williamson - SFCC Payroll manager 3 years
• Sponsored Programs

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UF Employees

• Capital Projects
• Frank Green - Assistant Controller 18 years
• Randy Staples - Director of Property Records 10
  years
• Student
• Linda West Associate Registrar 15 years
• Elaine Stuckman - Associate Director of Financial
  Aid 22 years
• Patti Perkins - Student Financial Services
  Supervisor 25 years
• Communications
• Diane Craig The Center Supervisor 11 years
• Auditing
• Anne Burt - Associate Director, Inspector General
  20 years
• Training
• Juanita Reddish 20 years
• Denise Hodge 15 years
• Project Manager
• Fred Cantrell Associate Vice President
  Administrative Affairs 30 years
• Jennifer Snowden Administrative Assistant 17
  years

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UF Employees

• ERP Technical
• Warren Curry - Associate Director of Information
  Systems 18 years
• Janice Devlin - Computer Applications Coordinator
  4 years
• Bryan Cooke - Computer Applications Coordinator
  3 years
• Christine Schoaff Process and Standards 1
  year
• Sid Sachs - Senior Programmer Analyst 18 years
• Lee Stevens - Computer Applications Coordinator
  8 years
• Carol Cobb - Computer Applications Coordinator
  12 years
• Jane Thomas - Computer Applications Coordinator
  17 years
• Chris Davis - Programmer/Analyst 3 years
• VJ Rao - Senior Programmer Analyst 2 years
• Stephen Solomon - Computer Applications
  Coordinator 3 years
• IT Infrastructure
• Mike Conlon - Director of Data Infrastructure -
  21 years
• Henry Dai - 7 years
• Brennan Folmer - 1 year
• Gautam Das - 2 years
• Mark Palmer - 17 years

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UF PeopleSoft New Hires

• Rene Blum Standard Register Company, New York
  Compensation Board, Lockheed Martin, Toyota,
  Wendys, Norwegian Cruise Line, Portland Metro,
  HealthSouth, Mapco, Quantum FINANCIALS 9
  years
• Michael Castronovo ING, Association of Clinical
  Research Professionals, Williams Company, Florida
  Institute of Phosphate Research, Toyota Motors,
  American Business Products, AON Consulting, BDO
  Stoy Hayward, Entergy PROJECTS 5 years
• Lee Catledge Arthritis Foundation,
  USinternetworking, Budget Rent-A-Car FINANCIALS
  7 years
• Michael Corwin Clemson University, Maryland
  Institute College of Art, University of Notre
  Dame, California State University, Columbia
  College, JCPenny, Blue Cross Blue Shield,
  Cincinnati Bell HR, Student 7 years
• Peter Christiaans General Motors, Lockheed
  Martin, Tropical Shipping, Bank One, Sunbeam,
  Royal Caribbean Cruises, DynCorp, Six Continents,
  Sunglass Hut, Boston Childrens Hospital Human
  Resources 8 years
• John Eberhardt Blue Cross Blue Shield, CSX,
  City of Charlotte, CSX Technologies, Barnett Bank
  9 years
• Peter Eschenbach - PeopleSoft, DePaul University,
  University of Kansas, Medical College of Georgia,
  University of Wisconsin-Milwaukee, Clemson
  University, Vanderbilt University, Ohio State
  University, Fred Hutchinson Cancer Research
  Center
• Carolyn Foster - PeopleSoft, Ohio State
  University, County of Riverside, California,
  California Department of Transportation, Virginia
  Department of Transportation
• Bill Freeman Vanderbilt University, Federal
  Express STUDENT/HR/DBA 6 years

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UF PeopleSoft New Hires

• Sunil Gedela Shands HealthCare, Dynergy,
  Siemens Medical Systems, Amway, Metamor,
  BellSouth FINANCIALS/HR 6 years
• Craig Golden UF Foundation, Profit Recovery
  Group, National Geographic, HomeSide Lending,
  Atlanta Gas FINANCIALS 8 years
• Tim Graham Florida Tile, Red Lobster, Olive
  Garden, Watkins Motor Lines, Home Shopping
  Network SECURITY/ROLES 8 years
• Charles Hamilton UF Foundation, Profit Recovery
  Group, Sylvan Learning Systems, National
  Geographic, HomeSide Lending 7 years
• Heather Harty California State University,
  PeopleSoft, Northeast Wisconsin Technical
  College, Polytechnic University, Catholic
  University of America, Northwestern University
  STUDENT FINANCIAL AID 10 years
• Troy Haynes City of Cambridge, Sallie Mae, ING
  Group, Sylvan Learning Systems, Carey
  International, Aether Systems, e.Spire, Nelson
  Communications, Mahoning County, City of
  Cleveland, City of Colorado Springs, Department
  of Energy, New York University, St. Petersburg
  Junior College FINANCIALS 6 years
• Sam Humphrey PeopleSoft, U.S. Treasury,
  California State University, Wake Forrest School
  of Medicine, Third Millennium, Home Point, Corio,
  Lancaster County School Systems, North Carolina
  State University WORKFLOW 6 years
• John Jiang GoldenGate, Sallie Mae, Robert Half
  International, PeopleSoft, Broadvision, Versigin
  DB2 Data Warehouse 6 years

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UF PeopleSoft New Hires

• Kevin Ketts SecureWorks, Cox Enterprises, UF
  Foundation, National Geographic, Profit Group
  SECURITY 6 years
• Greg Marks R.W. Baird, Intersil, State of
  Montana, 21st Century Insurance, City of Fremont,
  Ferguson Enterprises, KPMG, Eckerd, Harris
  Corporation, Anchor Glass Time and Labor 9
  years
• Heather Maile New York State Workers
  Compensation Board, Underwriters Laboratories,
  General Motors, Pepsi-Cola, Bank One Human
  Resources 6 years
• Louis Mead Detroit Edison Energy, Tiffanys,
  M.D. Anderson Cancer Center, PricewaterhouseCooper
  s, BDM/TRW, New York Public Library, Barnett
  Bank, Sun Glass Hut, Sports and Recreation -
  PAYROLL AND BENEFITS 8 years
• Robert Murphy University of Missouri Student
  Administration 4 years
• Jadhu Nadarajah Chubb Security, Xavor
  Corporation, Reuters Finance PORTAL 2 years
• Tami Perrielo Fresno State, Columbia College,
  Duke University, University of California,
  University of Missouri, Clemson University, John
  Hopkins University FINANCE, HR, STUDENT -
• Jason Schober - PeopleSoft, Medical College of
  Georgia, University of Wisconsin-Milwaukee,
  Clemson University, Vanderbilt University,
  University of Louisville, University of Utah,
  University System of Georgia
• Lillian Selvy Eckerd, Harvard University,
  Atlanta Gas and Light, Inktomi, Milwaukee Public
  Schools, Fairchild Semiconductor, BellSouth, Coca
  Cola, Barnett Bank, Norrell, Union Bank of
  Switzerland, British Telecom HR Benfits,
  Payroll, Time Labor 10 years

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UF PeopleSoft New Hires

• Paula Sousa Red Lobster, Olive Garden, Florida
  Tile, CHC, Peace River, Tri-County HR Payroll,
  Benefits, Time Labor 4 years
• Mark Tabor Oklahoma State University, Watkins
  Trucking Line, Arthritis Foundation, Entergy, US
  Interneworking, E-Trade, HR Block, AIMCO
  Financials 7 years
• Rita Taylor University of Northern Arizona,
  Merrill Lynch, Boston College, National Grid,
  Port Authority, New York Times, University of
  Waterloo, El Paso Energy HR 5 years
• Jack Townsend City of Cleveland, AON
  Corporation, Household Finance Corporation, New
  York University FINANCIALS 7 years
• Christopher Uher Avalon Bay Communities, Hilton
  Hotels, Six Continents Hotels, Exelon
  FINANCIALS/HR 5 years
• Woody Wood University of Missouri, Grumman
  Aerospace, Motorola, Texas Instruments, NASA,
  Cummings, Allied Chemical, American Red Cross,
  ADM Human Resources 5 years

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University of Florida ERP Team

• 405 years of UF experience on the project
• 207 years of PeopleSoft experience on the project
  

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Advisory User Councils

• Goals
• Communicate Status
• Solicit Advice
• Cross Application Integration Issues
• Receive PS End-user Training
• AUC Contributions
• Future State Business process
• Workflow
• Security
• Reporting/Query Development
• User Based Training

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Advisory User Councils Meeting Schedule
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Advisory User Council Membership

• Student Financials - 20
• Financial Aid - 15
• Admissions Student Records - 25
• HRMS - 72
• Communication - 48
• IT - 22
• EPM - 28
• Sponsored Programs - 69
• Vendor Relations - 44
• General Ledger - 43
• Asset Management - 8
• Projects - 22

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UF Bridges Organizational Structure
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UF Bridges Matrix Structure
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UF Bridges Methodology Overview

• P-A-T (Phase Activity- Tasks)
• Planning
• Fit/Gap
• Design
• Enhancements/Data Conversion
• Development
• Testing
• Training
• Deployment
• Post Implementation Stabilization

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UF Bridges Current Project Status

• Scripted Demos
• PeopleSoft Purchase
• Conference Room Pilot
• University Implementation
• Hardware Installed
• Identified Current Interfaces, Feeder,
  Reports
• Developed Project Work Plans
• Continuing PeopleSoft Training Classes
• Documented Current/Future Business
  Processes
• Conducting Fit/Gap
• Conducting Configuration

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UF Bridges Implement Vanilla
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UF Bridges Key Dates

• Portal - March 31, 2003
• EPM August 1, 2003
• Financials - July 1, 2004
• HR/Payroll - July 1, 2004
• Student - July 1, 2006

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UF Web Portal

• New service for the University community
• A single point of entry for university
  information and university work
• Will be available at http//my.ufl.edu
• Students registration, records, course
  materials, and student organization information
• Faculty scholarly information and news of
  research opportunities
• Staff information and system access relevant to
  their jobs
• UF home page will remain at http//www.ufl.edu