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

2. 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

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

4. 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

5. Budget 5

6. Timeline 6

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 7

8. 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

9. 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

10. 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

11. Anticipated Colleague Commitments11

12. Anticipated Colleague Commitments12

13. 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

14. 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

15. 9.2 – Employee Self-Service Life Events15

16. 9.2 – Employee Self-Service Life Events16

17. 9.2 – Employee Self Service Paycheck Modeler17

18. 9.2 – Employee Self Service Paycheck Modeler18

19. 9.2 - Manager Dashboard 19

20. 9.2 - Guided Process 20

21. 9.2 - Org Chart Viewer 21

22. 9.2 - Take Action from Org Chart Viewer22

23. 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