1. Financials 9.1 Upgrade Progress Update Financial Unit Liaison Meeting May 18, 2011

2. Agenda Go-Live Target Date ITS Progress Change Management Overview – User Testing – Training Plan – Communications UL Action Items ITS Next Steps 05/18/11 2

3. Target Go-Live Date August 2011 SMTWTFS 123456 78910111213 14151617181920 21222324252627 28293031123 05/18/11 3 July 2011: – Finalize go-live date based on: System testing of end-to-end processes Business Process Owner input – Announce transaction cutoff dates and process workarounds M-Pathways unavailable: Aug. 4 @ 5 p.m. – Aug. 9 @ 7 a.m. Reporting environments available

4. ITS 9.1 Upgrade Progress Development Deadline: 05/16/11 97% complete for A & B priorities Performance Support Deadline: 08/09/11 26% complete System Testing Multiple phases 72% complete for SIT 1 05/18/11 4 These three areas occur along overlapping timeframes. University departments and business process owners contribute to each of these areas. As of 05/13/11

5. Overall, the level of system and business process change for 9.1 is low. But there are some changes… 9.1 Changes by Module Procurement: – ePro Req profile – New look for the ePro Req Same data entry and business processes – New ePro Req approval rule Department manager approval Inventory: – Fewer steps for fulfillment process Asset Management: – Departmental security removed 05/18/11 5

6. 6 Change Management Overview You & your unit Testing Training Email & Other Participate in user testing Pre-test survey Hands-on activities Validate & evaluate 9.1 Review My LINC material: July: change information for existing users August: new user training Read and review: Upgrade communications Upgrade web site http://www.mais.umich.edu/fin/9.1- upgrade.html

7. User Testing Why: Solicit feedback – Current M-Pathways use How a task fits into your job Successes/challenges – 9.1 functionality Impact of changes Successes/challenges What: eProcurement Reqs Where: WOTO training rms When: June 14 – 16 & 20 – 2 hour sessions, AM or PM 05/18/11 7 Who: Current ePro users – Experienced users – Infrequent users Selected by M-Pathways statistics & Help Desk calls

8. User Testing How we will communicate? Email FIN ULs (May 19) – Proposed participant list – Request for participants’ time Email participants (June 1) – Registration instructions – Pre-testing survey Web site (post testing) – Testing information – Feedback summary – http://www.mais.umich.edu/f in/9.1-upgrade.html http://www.mais.umich.edu/f in/9.1-upgrade.html What will ITS use the info for? Validate system test conditions Improve performance support content Identify best practices Improve customer service 05/18/11 8

9. Training Plan 05/18/11 9 July/August 2011 SMTWTFS 12 3456789 10111213141516 17181920212223 24252627282930 31123456 78910111213 Use My LINC to deliver training materials – Simulations – Job aids (e.g., procedures, overviews of change) 9.1 procedures available New user training available Potential Interchanges & Webinars

10. Upgrade Communications Communication Archive available @ http://www.mais.umich.edu/fin/9.1-upgrade-comm- archive.html 05/18/11 10

11. UL Action Items User Testing By 05/27/11: – Review list of participants – Notify supervisors about request for staff time in mid- June – Identify alternate participant, if necessary Unit Readiness Advertise upgrade deadlines in your unit: – RDA users – verify contacts – PS Query users – rename or delete public FINPROD queries by 07/20/11 – FIN users – review updated training materials in July Stay informed – visit the upgrade web site – http://www.mais.umich.edu/f in/9.1-upgrade.html http://www.mais.umich.edu/f in/9.1-upgrade.html 05/18/11 11

12. ITS Next Steps Continue system testing & performance support activity Conduct user testing – Central Office (May – June) – Departmental (June) Release table change information in June to: – RDA users – PS Query users – UM Data Warehouse/BusinessObjects users 05/18/11 12

13. Questions? 05/18/11 13