CMS Powerpoint Template

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3. Upgrade Methodologies Organization CAT Members Roles and Responsibilities Beyond Finance 9.0 Beta Campus Finance 9.0 Overview 2

4. Pre Upgrade Planning Development and Unit Test Phase System Test Phase Acceptance Test Phase Baseline Release Post Upgrade Phase Finance 9.0 Overview 3

5. A team is a group of people with complementary skills who are committed to a common purpose, performance goals, and approach for which they are mutually accountable. The work is interdependent and team members share responsibility and hold themselves accountable for attaining the results. Team Definition 4

6. Finance 9.0 Organization 5

7. Functional Team Lead General Ledger Lead Accounts Payable Lead Purchasing Lead Asset Management Lead Accounts Receivable / Billing Lead  Elaine Kist Steve Sharifi & Brenda Miller Jennyfer Nguyen Belinda Pacheco Carmen Arreguin Peggy Walter 9.0 Functional Roles 6

8. Technical Team Lead General Ledger Lead Accounts Payable Lead Purchasing Lead Asset Management Lead Accounts Receivable / Billing Lead Configuration Lead  Michelle Norton Surbhi Mehta Duc Bui Leonard Reyes Huu Nguyen Huu Nguyen Cindy Trevino 9.0 Technical Roles 7

9. Documentation Upgrade Services Technical Services  Katherine Hughes / Jeanine Lussier Jeff Whitney / Edwin Cheng George Mansoor and Team 9.0 Supporting Roles 8

10. Overall Functional Technical  Jed Tan Marilyn McGuire Lillian Guo / Joe Pham / Phil Stella 8.4 Production Support Roles 9

11. Participate in the Systemwide Financial Standards & Reporting and SCO Reporting Fit/Gap Sessions Preview, provide input, and validate the Configuration Guides CAT Roles and Responsibilities 10

12. Assist with determination and/or validation of current or new business processes Modifications � Assist with Identification Documentation Testing CAT Roles and Responsibilities 11

13. Participate in System Testing Participate in Acceptance Testing Participate in the Workshops CAT Roles and Responsibilities 12

14. 9.0 CAT Members General Ledger Suzanne Muller Bakersfield Missy Klep Channel Islands Sherry Pickering CO Systemwide Janice Loo Fresno Les Freeman Long Beach Susan Foft Maritime Academy Susan McFarlane Monterey Bay Kimberly Siemen Northridge Al Viteri Pomona Kendal Chaney-Buttleman Sacramento Paul Siegel San Jose Debbie Brothwell San Luis Obispo Lorlie Leetham San Luis Obispo Val Miajala San Luis Obispo Dan Zorn San Marcos John Hayes Sonoma 13

15. 9.0 CAT Members Accounts Payable Suzanne Muller Bakersfield Ashley Andersen Chico Terry Hamilton CO Systemwide Robert Masuda Dominguez Hills Monica Shackleton Fresno Gail Finney Humboldt Laurie Riley Long Beach Linda Chow Los Angeles Venkata Paruchuru Monterey Bay Brian Corcoran Pomona Julie Savignano San Francisco Bonnie King San Jose Elizabeth Williams San Luis Obispo Becky Henwood San Marcos Jason Wenrick Sonoma Cindy Miller Sonoma April Dunham-Filson Stanislaus 14

16. 9.0 CAT Members Purchasing Carrie Rockwell Bakersfield Robert Masuda Dominguez Hills Judy Gillette Fresno Charlie Hughes Long Beach Vineeta Dhillon Maritime Academy Venkata Paruchuru Monterey Bay Ruth Carrington Pomona Janet Morris Sacramento Beth Stanton San Bernardino Elaine Collins San Francisco Cecilia Hoang San Jose Brenda Tesch San Luis Obispo Linda Mikowicz Sonoma Darryl Dearborn CO Systemwide 15

17. 9.0 CAT Members Asset Management David Chiang� Pomona Patricia Cofran Maritime Academy Annie Ekshian� Los Angeles Liz Gamez Bakersfield Wendy Howard-Aziz� Humboldt Stephen Scalley� Sacramento Hoa Walsh� Northridge Shelley Wicka San Marcos 16

18. 9.0 CAT Members Accounts Receivable/Billing Catherine Byrne Bakersfield Lori Plekker Los Angeles Ben Hylton Humboldt Lynda Reposa Sacramento Muriel Vita San Bernardino Jody Fisher San Luis Obispo Thomas Bourne San Luis Obispo Anna Magana Chico 17

19. Software Evolution 18

20. What does the future look like after 9.0? Upgrade Approach Change Upgrade should be a straight retrofit New enhancements/functionality should come before or after an upgrade Performance needs to evaluated early in the process TBD list Beyond Finance 9.0 19

21. What does the future look like after 9.0? Future Release Schedule 9.0 Release 025 � June 08 PeopleTools Upgrade to 8.48.16 ACH RMP Attribute Build and GAAP Extract Performance Enhancements Release 030 � October 08 Version 8.4 Patches Fiscal Year End and 1099 Beyond Finance 9.0 20

22. CAT Members Future Role Future Role of CAT Member Focus on Business Best Practices Help with Design of Future Enhancements Provide Campus Module Input and Feedback Communication Linkage between CMS Module Lead Focus on Process Improvements between Campuses 21

23. Beta Campus Beta Campus Responsibility Perform data validation after application data has been converted to Finance 9.0. The validation process will help CMS verify the data integrity and ensure the completeness of the upgrade process Perform testing on CMS baseline functionality. The testing scope should include all core modules: Accounts Payable, General Ledger, Purchasing, Asset Management, and Accounts Receivable/Billing Perform testing on CMS baseline modifications. The testing scope will include all reporting, interfaces, and enhancements to processes 22

24. Beta Campus Beta Campus Responsibility (cont.) Assist with reviewing and testing CMS documentation to ensure all baseline functionality is documented properly. The documentation review should include but not limited to Design Specifications, BPG�s, Test Scripts, Configuration Guides, etc. Provide resources on any areas that are needed by CMS. The resources include but not limited to subject matter experts, Campus DBA, campus infrastructure network engineer, etc. 23

25. Beta Campus Beta Campus Responsibility (cont.) Document, report and track any baseline issues occurred during the campus testing without delay Actively participate in CMS Design sessions and other sessions determined necessary Provide the progress status of their upgrade Provide database for CMS performance testing 24

26. Beta Campus Beta Campus Team � San Luis Obispo Amy Stets CMS Liaison George Westlund Analyst Tom Crabaugh DBA Greg Weir Programmer Analyst Kathy Anderson AFD Programmer Debbie Brothwell Finance Functional Lead Laurie Borello CMS Finance Lead Valerie Maijala CMS Finance Production & Security Administrator Elizabeth Williams Accounts Payable Lead Dee Louie Asset Management Lead Kimberly Perez General Ledger Lead Brenda Tesch Purchasing Lead Jody Fisher Accounts Receivable Lead 25

27. 26 Q & A

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