UTShare PeopleSoft Project Financial Management Services (FMS) Update July 21, 2011

UTShare Vision UTShare will provide access to accurate, timely, and relevant information while using recognized leading business practices

Partnering to create a unified HR and Finance solution Gaining cost efficiencies through economies of scale Streamlining business processes to improve service delivery Providing access to information to facilitate decision making UTShare: Solutions to Support Unlimited Possibilities

UTShare PeopleSoft Project Website  UTShare Website:  UTShare Timeline  UTShare Project Team  UTShare Goals & Objectives  For Questions

The Number Game

AS-IS Business Process  Documented over 300 AS-IS FMS business processes including the following areas: Asset Management Travel and Expense Project Costing Accounts Receivable Disbursements Purchase Orders Grants and Contracts Budget Payroll General Ledger

What is an IDP Session? Interactive Design & Prototyping (IDP): Group sessions that focus on Financial Management Services (FMS), Human Capital Management (HCM) and Grants PeopleSoft modules to: Review current business requirements Demonstrate PeopleSoft functionality Discuss, validate and design future business processes via conceptualized and prototyped system Identify and create an inventory checklist (i.e. data conversion, interfaces, reporting requirements and security) Involves users immediately by putting their knowledge of their institution’s business functions to work

 Completed the IDP Questionnaires for each module  Attended the following IDP Sessions: Chart of Accounts General Ledger Purchasing Accounts Payable Commitment Accounting Interactive Design & Prototyping (IDP) for FMS

UT Share Timeline

UTSA Upcoming Activities (Next 3 months) Analysis & Design Phase  Continue attending IDP Sessions: Grants Asset Management Commitment Control Project Costing Treasury (Cash Management) Accounts Receivable

Analysis & Design Phase  Begin Conversion Planning  Identify Interfaces/Reports UTSA Upcoming Activities (Next 3 months)

When Are We Going to Engage UTSA Departments?  There might be some touch points where Module Leads contact departments to clarify some business processes during the analysis and design phase  During configuration, testing and training  To participate in focus groups

Questions?