Greenville County Schools The Gretil Project

1. Greenville County Schools The Gretil Project Kick Off and Review

2. 2 Goals for Today�s Meeting Kickoff our Project Introduce Project Team Introduce Lawson Provide a Project Overview Answer these questions: What are we doing? Why are we doing it? What do we expect? How will we get it done? Who will get it done? When will we get it done?

3. 3 Introductions Steering Committee Members Jeff Knotts - Executive Director of Finance Pat Mitchell - Executive Director of HR Bill Brown - Acting Executive Director of Technology Services Project Managers Robin Stack � Greenville County Schools Ed Clemmons - Lawson

4. 4 Introductions Human Resources Team Betty McConaghy � Functional Lead Business Leads Carisa Graham � HR Lynn Gibbs � HR Suzanne Gervais � HR

5. 5 Introductions Payroll Team Members Jamie McCutcheon - Functional Lead Business Leads Marc Dominick - PR Mariann McKenney � PR

6. 6 Introductions Finance Team Jamie McCutcheon - Functional Lead Business Leads Tom Hindman � General Ledger Terese McSharry - Budgets, Grants Danyell McLean - Budgets, Grants Alillian Trull � AP & PO Matching Keitha Vicars - AR, Billing Maxine Horne - Projects Sharon Coleman - Asset Management

7. 7 Introductions Procurement Team Members Jamie McCutcheon - Functional Lead Business Leads Jannie Choice - PO�s, Requisitions Chris Bridwell � Inventory Control

8. 8 Introductions Technology Team Dan Boehm � Tech Lead Marie Welsh - Senior Analyst Mike Melton - Senior Analyst

9. 9 Introductions Business Intelligence Jamie McCutcheon Functional Lead, Finance, Procurement, & Payroll Betty McConaghy Functional Lead, Human Resources Dan Boehm Functional Lead, Technology

10. 10 Introductions Lawson Team Rob Jorgenson � Senior VP Services Susan Fox - K-12 Practice Director Ed Clemmons - Project Manager Scott Renstrom - Procurement Vince Haight - Finance Kevin Kohel - HR / Payroll Don Riddle � Technical Consulting Manager Others � As required throughout the project

11. 11 Project Purpose (Why?)

12. 12 Project Purpose (Why?) Purpose: GCS commitment is to provide excellent, streamlined customer service. Legacy system can no longer effectively support this commitment; contributing to the current slow & inefficient �paper� system Years of struggling to meet the business needs of our organization and comply with federal, state & local reporting requirements Our commitment to excellence led us to purchase Lawson�s ERP Suite with the aspiration for excellence in Human Resources, Payroll, Procurement and Financials in the future. Among RFP requirements were: Storing all data in one entity Streamlining processes with workflow technology Deploying employee self-service Eliminating duplicate data entry Providing ease of use for staff

13. 13 Business Objectives Consolidate information systems and spreadsheets Activate employee self-service for all employees by providing read only access for all employees and specific input rights based on need Reduce paper flow by developing electronic, automatic business processes Decrease staff time spent on manual or paper input Increase staff efficiency by providing easy access to information Increase managers� efficiency by providing user friendly access to employee information Have documentation for all processes

14. 14 Other Objectives Project is implemented on-time and within budget according to the Project Plan Risks and project issues are documented, managed and escalated appropriately Scope is clearly defined and all scope changes adhere to the change control process Quality metrics are met

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16. Supporting Customers Around the Globe Well-balanced in three regions Leverage expertise & industry knowledge in each region Number of active customers on Support: Americas 1739 EMEA 1273 ANZ 52 APAC 57 Number of active customers on Support: Americas 1739 EMEA 1273 ANZ 52 APAC 57

17. 17 Lawson Company Overview Lawson Serves 140+ Public Sector Customers: K-12, 9 of the top 50 U.S. school districts State Government � 3 of the top 7 states run Lawson Utility Authorities � 20 of the largest utilities We have more than 4,000 customers in 40 countries 3,600 employees Publicly traded, strong financials

18. 18 K-12 Market Presence

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20. 20 Business Process Scope

21. 21 Business Process Scope Business Processes included in scope: Human Resources & Payroll Solutions Procurement Solutions Financial Solutions Lawson Business Intelligence eRecruiting Budget and Planning

22. 22 Financial Solutions Vince Haight

23. 23 Application Scope Software Applications included in Scope: Financials General Ledger Accounts Payable Smart Reconciliation Accounts Receivable/Billing Asset Management Projects & Activity Management Grant Management

24. 24 Human Resources Payroll Kevin Kohel

25. 25 Application Scope Software Applications included in Scope: Human Resources Personnel Admin Payroll Absence Management Employee Benefits Employee and Manager Self Service

26. 26 Procurement Scott Renstrom

27. 27 Application Scope Software Applications included in Scope: Procurement Requisitions Inventory Control Purchase Orders Invoice Matching Requisition Self Service

28. 28 Lawson Business Intelligence Ed Clemmons

29. 29 Application Scope Software Applications included in Scope: Lawson Business Intelligence Smart Notifications Process Flow Design Studio Crystal Reporting Framework Services (Dashboards)

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33. 33 How do we get there?

34. 34 Conversion Scope Conversions included in scope: Specific conversions included in Statement of Work to transition current data to Lawson

35. 35 Interface or Modification Scope Specific interfaces included in scope: 3RD Party Software Providers Other - TBD

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37. 37 Implementation Methodology

38. 38 Implementation Approach

39. 39 Planning Phase: Scope Statement Communication Plan Risk Plan Project Budget including Cost, Schedule and Management Plan Project Deliverables

40. 40 Planning Phase: Project Charter Scope Management Plan Risk Management Plan Project Education Plan Project Team Training Assessment & Evaluations

41. 41 Planning Phase: Pre-Install Checklist and Installation Exit Document Project Status Reports Initial Project Plan (WBS)

42. 42 Design Phase: Interface and customization inventory Business Requirements and Current State Analysis Documents Fit-Gap Analysis Design Documents

43. 43 Design Phase: Technology Planning Document Application Exploration Checklist and Summarized Results Conference Room Pilot (CRP) Plan and Summarized Results Client Specific Procedure Manuals

44. 44 Construction Phase: System Test Plan System Test Execution Results Document System Performance Testing Results End User Training Plan Readiness Assessment Document Cut-Over Plan Complete

45. 45 Activation: End User Training Assessments & Evaluations Execute Cut-Over Plan Final Go-Live Sign-off Data Conversions Validation Sign-off Project Sign-Off

46. 46 Lawson Methodology

47. 47 Project Timeline When?

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50. 50 Project Team Training

51. 51 Project Team Training Plan

52. 52 Project Team Training Plan

53. 53 Project Team Training Plan

54. 54 Project Team Training Plan

55. 55 Project Team Training Plan

56. 56 Project Team Training Plan

57. 57 Project Communication

58. 58 Weekly Standard Project Meeting Schedule

59. 59 Project Status Report Project Status Report will be generated and distributed weekly via shared network drive Key components of Status Report will include: Accomplishments including date completed Items in progress including expected delivery date Planned Items including expected start date

60. 60 Project Status Report (Continued) Risks to be monitored Concerns and recommendations Action Items including responsible party and date Action required Any additional project remarks

61. 61 Project Success Goals Success, how will know?

62. 62 Project is implemented on-time and within budget according to established plan Business objectives are met Scope was clearly defined, documented and all scope changes adhere to scope change control Lawson implementation methodology was agreed to and followed Project Success Goals

63. 63 Adequate level of functional, technical, and support resources were allocated to the project and appropriate level of active participation is maintained throughout the duration of the project Project Roles and Responsibilities were clearly understood and accepted by the project team Project Success Goals

64. 64 A strong communication plan was in place Project issues were documented, managed and escalated appropriately Positive relationships were maintained Project Success Goals

65. 65 Lawson Global Support Center (GSC)

66. 66 GSC Overview Lawson GSC (Global Support Center) exists to meet a broad range of support needs, from supplying clients with technical information to providing emergency software fixes GSC�s role is to help determine the source of an issue and provide an appropriate action plan to address the issue Standard Support Hours are 7:00 a.m. to 7:00 p.m. CST

67. 67 Next Steps As-Is Assessment completes Software installation completes Initial technical training classes Application training classes Application Exploration Design Sessions

68. 68 Questions & Comments The Gretil Project