CSU San Bernardino

1. CSU San Bernardino Open Forum PeopleSoft Project Updates Student Administration Kick-Off Open Forum February 14, 2006 Lower Commons, Pine Room

2. CSU San Bernardino Agenda Welcome and Introductions Charlie Tabbut, CMS Project Director Introduction of Executive Sponsor, Lorraine Frost, IRT-Interim VP Introduction of Executive Committee: Tony Coulson - Faculty Representative David DeMauro - Admin & Fin VP Lorraine, Frost - Interim VP IRT/Executive Sponsor Robert McGowan - Student Administration AVP Lydia, Ortega - Director/CMS SA Project Charlie Tabbut - Director/CMS Project William Takehara - Financial Operations AVP Paul Vicknair - HR Academic AVP Dale West - HR Director Jenny Zorn - Academic Programs AVP

3. CSU San Bernardino Agenda • Human Capital Management Update/ Jenny Casillas, HR Lead, Doris SelvaPagan,Trainer/Documentation Specialist HCM 8.9 Upgrade and Upgrade Process HCM Upgrade Training Strategy • FIS Update – Muriel Vita, FIS Lead Auxiliary Effort Finance Update Portal Demonstration • Student Administration Kick-Off – Lydia Ortega, SA Program Dir. Describe project organization Scope and Key Objectives Team Updates – Team Leads Question/Answer

4. CSU San Bernardino HCM 8.9 Team Members Charlie Tabbut Dena Lopez Jenny Casillas Penny White Twillea Carthen Patricia McMahon Lillian Hernandez Laura Carrizales Pegeen Davison Ron Rodriquez Shirley Dorsey Doris SelvaPagan Deborah Craney Winsome Laos Io Consultants Marianne Dino Ken Kish

5. CSU San Bernardino HCM 8.9 Upgrade • Upgrade Includes - Userid - Workforce Administration - Benefits - Time and Labor - Commitment Accounting - Security - No New Modules to Upgrade - New Features will be introduced during training - Down Time Close of Business March 16, 2006 - Go Live

6. CSU San Bernardino HCM 8.9 Upgrade Process • Fit/Gap Sessions • Develop 8.9 Business Process Guides • Data Validation • System Testing • Acceptance Testing

7. CSU San Bernardino HCM Training Strategies • Training schedule will be announced via campus and cmsinfo listservs • Campus end users will receive HCM 8.9 Business Process guides • Training will begin the week of February 27th, 2006. • Courses will be hands on/Instructor Led • Training webpage http://cms.csusb.edu

8. CSU San Bernardino HCM 8.9 Access Requirements • New Computerized Information Access Form http://cms.csusb.edu/pdf/CIA_PROCESS_CHART.pdf • A new Confidentiality Compliance Form is NOT required • Complete Required Training

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10. CSU San Bernardino Finance Team Members • Introduce Team FinanceFoundation Andrea Beechko Jeff Blake Julie Keller Lisa Iannolo Shannon Kelley Carol Northcutt Sheryl Pytlak Stan Stanley Beth Stanton Beth Stanton Mojdeh Vaziri Io Consultants Muriel Vita Mark Hough Robert Stojkovic

11. CSU San Bernardino Finance Update – Auxiliary Effort • Go live dates - All FIS modules – July 1, 2006 Purchasing, General Ledger Accounts Payable, Asset Management, AR/Billing, Grants • Major tasks completed and underway - Fit/Gap all modules - Common account and department values - Identified a common reporting tool set • Training Plans - Foundation staff, June 2006 - Department user, June 2006 – August 2006

12. CSU San Bernardino • Finance Update – Upgrade to v8.9 - October 2007 – May 2008 - All Business Units SBCMP = Campus SBASI = Associated Students, Inc SBSUN = Student Union SBFDN = Foundation - All Modules – Purchasing, Accounts Payable, General Ledger, Asset Management, AR/Billing, Grants

13. CSU San Bernardino Portal Team Members • Introduce Team Io Consultant Ravi Madhok Technical Support Tiffany Chiang Sunny Lin Rich McGee Linh Tran

14. CSU San Bernardino Portal Overview • Extend FIS, HR, and SA applications to the broader community • Intuitive, easy navigation, fewer clicks • Structure and organize content • Branding, homepages • Role based security, LDAP • FIS,SA,HR integration • Near 24/7 Access • Benefit to Central Staff • Rollout in incremental steps • Our Approach: FIS, then HR and SA Self-Service • Portal Demonstration

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16. CSU San Bernardino Student Administration Kick – Off • SA Changed to Campus Solutions • SA Project Organization • SA Implementations Scope and Objectives • Updates from Team Leads

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18. CSU San Bernardino Io Consultants • Io Consulting Management Team Steve Kish, President Elizabeth Malmborg, Vice President Operations Ken Kish, On site Project Lead • Working on 3 Campuses CSU, San Bernardino CSU, Sacramento Cal State East Bay Working on 8.9 upgrade at CMS Central Facilitates Integration & Communication, (Io Consulting, Inc.)

19. CSU San Bernardino SA Implementation Scope and Key Objectives • PeopleSoft Student Administration 8.9 - Recruiting and Admissions - Student Records and PeopleSoft Advising utilizing DARS/DARwin - Financial Aid - Student Financials • PeopleSoft Enterprise Portal 8.9PeopleSoft - Student Self Service (HR/FIS underway for earlier completion date)

20. CSU San Bernardino Updates From Team Leads

21. CSU San Bernardino Admissions & Student Recruitment • Team Introduction • Go-live dates - Applicant Processing, October 2006 - Admissions Self-Service, November 2006 - Recruitment (EMT), October 2006 • Major tasks completed and underway - Applicant Processing fit/gap - Academic Structure Integration - Business Process Definition & Documentation • Training Plans - ASR Staff, July 2006 - Department Coordinators, August 2006 - Inquiry Screen Access, September 2006

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23. CSU San Bernardino Course Catalog/Schedule of Classes • Team Introduction • Go-live dates - Course Catalog, November 2006 - Schedule of Classes, November 2006 • Major tasks completed and underway - Academic Structure Completed - Course Catalog Conversion underway - Business Process definition and documentation • Training Plans - College Department Training, September 2006

24. CSU San Bernardino Student Records and PeopleSoft Advising Utilizing DARS/DARwin • Go-live dates - DARS (processing for Fall 07 applications), October 2006 - Registration April/May 2007 - DARS (Audits through PS) April/May 2007 • Major tasks completed and underway - Academic Structure Completed - Student Data Conversion underway - Business Process definition and documentation • Training Plans - Student Records Staff Training, February 2007 - Department Training, Spring 2007 - Faculty Training, Spring 2007 - Student Training, Spring 2007

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26. CSU San Bernardino Financial Aid • Team Introduction • Go-live for Fall 2007 - Scholarship Applications, December 2006 - Aid Applications, February 2007 - Award Notifications, April 2007 • Major tasks completed and underway - Fit/Gap for major business processes completed - Integration with Student Financials and Student Records - Business Process design and documentation underway • Training Plans - Department Training, November 2006

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28. CSU San Bernardino Student Financials • Team Introduction • Go-live Dates - April 2007 • Major tasks completed and underway - Completed Fit/Gap process in December 2006 - Business Process definition and documentation • Training Plans - Staff, Spring 2007

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30. CSU San Bernardino CMS Resources • HR and FIN PeopleSoft related assistance contact IRT Support at 77677. • Training related assistance contact mailto:cmstrain@csusb.edu • Security Access related assistance contact mailto:cmstrain@csusb.edu • General related assistance contact mailto:cmstrain@csusb.edu • http://cms.csusb.edu

31. CSU San Bernardino • HR and FIN contact the CMS Interim Project Director mailto:ctabbut@csusb.edu • Student Administration contact the SA Project Manager mailto:lortega@csusb.edu