Leadership Team Kickoff PeopleSoft Upgrade Leadership Team Kickoff October 29, 2014 1

Agenda Introductions Governance – Leadership Team Budget and Timeline Project Approach and Methodology Anticipated Colleague Commitments Scope Assumptions Leadership’s Vision, Policy direction, Business Drivers 2

Governance – Leadership Team Reporting - Weekly Status Dashboard, email distribution. Scheduled Monthly Leadership Meeting - 1 hour. Ad hoc Leadership Meeting – as needed for decision and issue escalation. 3

Governance – Leadership Team Role Responsibilities Executive Sponsor Primary authority over the project. Governance chair member and key champion for the project at UVAMS and communication events (external and internal) and meetings. Assumes ownership and accountability for final deliverables in order to realize project benefits. Steering Committee Responsible for setting strategic vision and direction in defining project scope and objectives. Drives strategy for benefit realization and directs project to increase benefits and minimize overall program risk.s Validates project direction and resolves conflicts in organization / stakeholder prioritization. Facilitates alignment with other business / system initiatives. Enforces program adherence to the strategy, goals, scope timeline and budget. ………….. 4

Budget 5

Timeline 6

Project Approach and Methodology Structured process with minimal overhead Sierra-Cedar methodology as the basis for management UVAHS involved throughout the project Fit/Gap and Design Development and Unit Testing Payroll Testing and User Acceptance 7

Project Approach and Methodology Structured process with minimal overhead Sierra-Cedar methodology as the basis for management UVAHS involved throughout the project Fit/Gap and Design Development and Unit Testing Payroll Testing and User Acceptance 8

Project Approach and Methodology Leverage SCI Upgrade Lab Minimizes temporary infrastructure requirements Maximizes prior upgrade experience Four upgrade passes prior to go live Coordinated hand-offs through out the project Leverage SCI remote and onsite consultants Functional consultants onsite Technical consultants offsite 9

Anticipated Colleague Commitments Role Responsibilities Subject Matter Experts Attend Fit/ Gap and Prototype sessions to validate requirements and identify areas of concern. Validate changes to system and business process and identify gaps or areas of concern. Help socialize the new system changes through the organization. Provide test scenario development. Participate in User Acceptance Testing and /or Payroll simulation Testing. Assist in User Training Development and Delivery. ………….. Attend Project Kickoff Meeting November 3. Participate in Fit/Gap Sessions commencing Nov. 3 (2 hour sessions 2-3 iteration /per week). Participate in Prototype Sessions (2 hour sessions 2-3 total). Participate in User and /or PaySim Testing sessions. 10

Anticipated Colleague Commitments 11

Anticipated Colleague Commitments 12

Scope Assumptions Driven by Leadership Vision /Policy /Business Drivers(VPBD) Carrying forward most customizations, limited deployment of new features /functions (exceptions driven by VPBD). Carrying forward Time and Labor Customizations that will be made obsolete by Kronos – go-live timing contingency. Not carrying forward Recruiting and Candidate Gateway – customizations that were obsoleted by Taleo deployment. Export or otherwise move to Data Warehouse, records no longer supported by current business processes (e.g. 5 years custom applicant profiles). Secure Enterprise Search Set(SES) - limited to delivered sets. 13

Leadership Vision Primer 9.2 Top Business Process Improvement Opportunities Healthcare Industry Prints Employee Self Service (ESS) Manager Self Service (MSS) Workflow Position Control Performance, Career and Succession Technology – e.g. Security, Reports, Queries 14

9.2 – Employee Self-Service Life Events 15

9.2 – Employee Self-Service Life Events 16

9.2 – Employee Self Service Paycheck Modeler 17

9.2 – Employee Self Service Paycheck Modeler 18

9.2 - Manager Dashboard 19

9.2 - Guided Process 20

9.2 - Org Chart Viewer 21

9.2 - Take Action from Org Chart Viewer 22

Leadership’s - Vision, Policy direction, Business Drivers A clearly articulated Leadership Vision Statement will provide an important design decision accelerant to our Fit /Gap and Prototype sessions and drive to the best possible project outcome. 23