1 / 12

Financial System Implementation Update: KFS Project Overview and Go-Live Preparation

This document outlines the current status of the KFS financial system implementation project as of January 20, 2011. It details key areas including timeline, reporting, testing, training, and data conversion. The reporting inventory has been streamlined from over 500 to 200 reports, and significant testing phases with integration partners will occur from January through July. Training initiatives will prepare users adequately before the go-live date. Important expectations around functionality are set, including what the system will and will not do at launch.

jorryn
Download Presentation

Financial System Implementation Update: KFS Project Overview and Go-Live Preparation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. January 20, 2011 Financial System Implementation Project Update

  2. Agenda • Timeline • Reporting • Testing • Training • Conversion • What KFS will/won’t do at go live

  3. Timeline

  4. Reporting • Reporting • Compiled reporting inventory using ISW reports – over 500 • Met with Business Owners, including campus representatives • 500 reports cut to 200 • Crosswalk will be provided – FRS Report  KFS Report

  5. Dashboards

  6. Testing • Testing • “Point-to-Point” • 1/24/2011 – mid March • With Integration partners: • IDB Units; JP Morgan Chase (Pcard); Wells Fargo (Banking); HCM and Student • First Move to Production test – there will be 4 to 5 • Control M- Batch processing • Integration Test 2 – April – July • End to End testing • Data in – data out – testing reports • Unit Implementation Liaisons and Central Admin – expect to have 200 testers

  7. Training • Training • UPK – User Productivity Kit for all processes • Tutorials 2 months before go live • Hands on Training 1 month before go live • Security • FRS Users will become KFS Users • No special roles except at the Central Administration

  8. Summary Status-Cont’d • Conversion • Started with FY 2009 Beginning Balances • FY 2009 and 2010 converted • July – Dec 2011 to be converted by end of February • March – Go Live: Monthly conversion til go live. • Year end processes tested to roll forward next year’s balances • Unit Implementation Liaisons will be involved in reconciliation • HCM will start sending detailed transactions to the Labor Ledger starting in July • Result: • 3 years of converted data in KFS • December 2011 Effort Certification completed in KFS

  9. Expectation Setting • What UAccess Financials will/will not do

  10. Expectation Setting–Cont’d • Items to Note • Salary expense transfers will not be fed back to HCM, therefore, reporting must come from financial data • Department-Defined Fields • Available for use at go-live • Highly recommend obtaining a good understanding of system and how reporting would work on these fields prior to setup and use • Workflow • Will take some time to get used to • Highly recommend setting up minimal workflow until department has a very good understanding of the implications of each setup

  11. New KFS Menu

  12. Questions? Mosaic.arizona.edu

More Related