1. MONTHLY KEY MESSAGES August 2017
Streamline. Simplify. Organize. Automate.

2. Executive Summary
President Mitch Daniels video supports business transformation projects
Click HERE to watch
Showcase events create campus awareness across the University across roles(Admins, Clerks, Managers, Directors) and work areas (Business Management, Building & Grounds, HR)
4 Events on campus to build awareness
~450 attended
PowerPoint Presentation
Physical Facilities Enterprise Asset Management (EAM) changes move into production in October 2017.
Maintenance Testing and Training Overview (West Lafayette) and Capital Projects Testing and Training Overview
Human Capital Management Readiness Assessment provides useful feedback to prepare our stakeholders
Link to key themes
Finance – Build is on-track, data cleansing and account mapping steps planned
Click HERE to see list of Change Leads
Visit Transform Purdue website for newsletters, blogs and Sponsor videos
Please share these key messages with your teams and colleagues!

3. August Showcase Highlights
What participants heard and liked at August Showcases:
Enterprise Asset Management:
Everyone (West Lafayette) has the ability to report maintenance issues and track progress online
The new system will allow us to track work orders from conception to completion
Tracking capital projects through dashboard will save time and provide project status visibility
Human Capital Management:
The home page on SuccessFactors is easy to use and navigate
Elimination of timecard entry and Kronos timeclocks (Automated timecards & exception based approvals)
The onboarding process will be automated
Leave of absence is easy to see and record in SuccessFactors

4. August Showcase Highlights
What participants heard and liked at August Showcase:
Finance:
Faculty allocations – you will be able to see all available funds in one place via dashboard
Faculty accounts balance lookup no matter what the funding source is
Departments can identify and segregate resources allocated to faculty for their individual activities
Bringing together multi-department faculty reporting
Consolidation of GL accounts means better reporting
Accurate account balances
Closing out unused grants and accounts

5. Talking Points: Physical Facilities
Enterprise Asset Management training upcoming schedule:
Starting in September
For: West Lafayette Technicians, Supervisors, Capital Planning Group & Operations
How: Role based process training using instructor led classroom with hands on exercises. Will be supplemented with some on-line training.
Training: Maintenance and Capital Project webpages include potential course list created during testing

6. Talking Points: Human Resources
Readiness Assessment conducted with ~150 key stakeholders on 7/19:
Action Plan:
Cascade messaging and information deeper into the units
Create experts on the project within the units
Provide Answers to critical questions such as policies, job families and process changes
What we learned:
More transparency of new processes required
Need better understanding of how changes will impact various groups
Need to ensure that support is in place to sustain over the long run

7. Talking Points: Finance
Mapping accounts and data cleansing are in motion
Data Object
Activity Needed
Goal
Business Partner
Identify active vendors, remove duplicates, assign proper roles, fill in all required fields
Scrub 100% of data by 12/31/17
Faculty Allocations
Map all faculty accounts to new structure; close any unneeded accounts
Map all Faculty accounts by 10/31/17
Funds/Cost Centers/Internal Orders
Map all accounts to new framework; close any unneeded accounts
Finalize cost center structure & departmental funding structures 11/15/17
Grants
Close all inactive grants
100% of inactive grants closed by 12/31/17
Accounts Receivable
Scrub all open accounts receivable balances and close inactive accounts
100% of accounts cleansed by 12/31/17
Accounts Payable
Close Open PO line items, Open GR/IR, Open purchase requisitions, pending Concur transactions, outstanding checks, and prior year checks

8. Timelines
April 2017 – July 2018
Today

9. Resources Dedicated Webpage, Communications, E-mail
Transform Purdue website:
Transform Purdue Communication Tools: .html
To find your change agent: k.ht