Systems Integration Project (SIP) Southeastern Pennsylvania Chapter November 6, 2002
Project Timeframe Requirements January 2001 – May 2001 Product Selection June 2001 – December 2001 Implementation Planning January 2002 – April 2002 Implementation May 2002 – December 2003
SIP History January 2001 Project begins May 2001 Needs Assessment completed July 2001 RFP distributed December 2001 PeopleSoft selected May 2002 Planning and Fit Gap completed August 2002 Human Resources live
Establish Team IT staff Functional department staff Paid staff Volunteers Management Executive sponsor IT Committee Implementation Partner
Gather Requirements 65 SEPA staff members participated in identifying and prioritizing core business needs 700+ requirements were created Vendors had to respond to each requirement indicating the functionality / capability of product
Legacy Environment – May 2002
Project Goals Improve ability to service constituents by implementing customer centric IT systems Eliminate redundant data entry and maintenance caused by multiple parallel systems Provide more accurate and timely information Improve the efficiency of the Chapter
Request for Proposal – 9 Categories Case Management Contributor Relations Customer Relationship Management Financial Management Fleet Management Human Resources Learning Management Expense Management Volunteer Management
PeopleSoft Selected Single vendor solution Full-featured software with outstanding tools Vendor is stable and profitable Completely web-based application Pricing model favorable to the Red Cross Users Choice
Implementation Plan – Method Conference Room Pilot (SIP City) Limited consulting support – 1 ¼ FTE High level of user involvement Dependence on formal off-site PeopleSoft training for IT staff and users Utilize “IT Committee”
Major Implementation Components Business Process Review / Change System Configuration Data Entry / Conversion Test Script Development Security Test Script Execution
Major Implementation Tenets Review business processes and be willing to change as needed Obtain internal resources and volunteers wherever possible to save consulting costs Select the best possible implementation partner Minimize customizations and advocate reporting tools
SIP Hardware Configuration
Implementation Plan Timeline Application Duration Completion Human Resources 3 months 9/1/02 Volunteer Management 3 months 12/1/02 Financial Management 5 months 1/1/03 Expense Management 2 months 3/1/03 Learning Management 4 months 3/15/03 Fleet Management 2 months 5/1/03 Contributor Relations 5 months 8/1/03 Case Management 5 months 9/1/03 CRM 1 month 10/1/03