1. Welcome Change Ambassadors!
April 25, 2017

2. Project Updates - Role Transition Bear Trax Demonstration
Agenda
Feedback
Project Updates - Role Transition
Bear Trax Demonstration

3. Review Concerns and Questions
Fearful of losing jobs
Encouraged but nervous about change
“I will retire if I have to do electronic time cards.”
And other questions…(handout)
New issues?

4. Begin to change the “hats”
Change Ambassador to:
*Supervisors
*Department
Coordinator

5. Bear Trax Department Coordinator Assignment Length: June 1, 2017- ongoing
Primary Functions
Serve as department “go to” person for Bear Trax and assists team members with informal skill building for peer learning interactions.
Facilitate a positive environment conducive to user adoption and system utilization.
Participate in User Group sessions to gain additional follow on support after initial classroom training. This will also be a place to share wins, trends, challenges, and things you need help with.
Provide Bear Trax Refreshers and Office Hours the weeks before and after go-live.
Serve as an informal resource and Go-To Point Person for your department/area during Go Live and beyond.

6. Bear Trax Training: It’s ALL Learning!
Demos, roadshows & townhalls
Department Coordinators
The buddy system
Job aids & quick reference guides
User groups

7. Introduction #2 Chart of Accounts and Procurement
Jonica Burke – Chart of Accounts
Michelle Finch - Procurement

8. Jonica Burke – Chart of Accounts
CARS (Jenzabar CX)
Fund – Function – Object – Project
example: 10 – 1010 – 6210 – 1000
(General Operating Fund – English & Humanities Department – Travel – Academic Affairs Division)
BearTrax (Oracle Cloud)
Entity – Fund – Function – Unit – Object – Project – Future
example: – – –
(SSU - General Operating Fund – Instruction – English & Humanities Department - Travel – No Project – Future)

9. Bear Trax Demonstration #2 Chart of Accounts & Procurement
Michelle Finch
Bear Trax Procurement Project Lead & SME
11 years at SSU in Controller’s office
Supervisor – Procurement

10. Call to Action
Identify benefits from what you have seen today & start communicating to your peers.
We want to hear from you! – complete online survey.

11. Questions and Answers