1 / 12

Sunflower Project Asset Management Conversion Workshop

The Sunflower Project Asset Management Conversion Workshop held on June 18, 2009, provided essential insights into the data conversion process necessary for the SMART system. Key team members from State and Accenture introduced the concept of data conversion, emphasizing the need for a one-time load of transactional and master data into SMART. The workshop covered critical conversion aspects such as original cost requirements, in-service dates, and the handling of retired assets. Participants learned about file upload processes, data formats, and entry templates to ensure accurate asset management in SMART.

oral
Download Presentation

Sunflower Project Asset Management Conversion Workshop

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. Sunflower Project Asset Management Conversion Workshop June 18, 2009

  2. Welcome & Introductions • Dean Arzoian – SMART Technical Team Manager, State • Bruce Myers – SMART Technical Team Manager, Accenture • Fred Barnes – Data Conversion and Interfaces Lead, State • Jenny Brately – Data Conversion Coordinator, Accenture • Kitty Demars – Asset Management Lead, State • Bo Corbitt – Asset Management Lead, Accenture

  3. Converting into SMART • What Is Data Conversion? • One-time load of data into the SMART system for agency systems • Transactional Data: Transactions open at cutover to the SMART system • Master Data: Data supporting transaction processing, such as Customers • How Is It Accomplished? • File Upload: Loading data sets provided in defined formats, such as flat file extracts or Excel templates, through upload processes

  4. Converting into SMART SMART – Asset Management Asset (CNV009): Conversion of fixed asset information, including financial and physical attributes, such as original cost, categorization and description. Agencies are required to load all fixed assets with a value >$5K into SMART and are encouraged to load those with a value <$5K so that agency assets are in a single system and a more complete listing is provided for the State. Any assets, such as laptops or PDAs, can be managed and tracked in SMART.

  5. Converting into SMART Functional Considerations • Cost: Original cost required for all assets. • In Service Date: Date asset was placed into service, impacts depreciation. • Split-funding of accounting: Asset accounting can be split over multiple funding strings. Transaction lines must be incremented properly to load accurately. • Retired Assets: Retired assets should not be converted.

  6. Converting into SMART using the Upload Process • Upload Data Conversion Approach • Two File Format Options: • Flat file • For system-based asset data and high volumes • Tab-delimited ASCII text file • Excel-based data entry template • For spreadsheet-based or paper-based asset data • Excel data entry template

  7. Converting into SMART using the Upload Process • Upload Data Conversion Approach – Flat File Layout

  8. Converting into SMART using the Upload Process • Asset Conversion (CNV009) • Data File Sample

  9. Converting into SMART using the Upload Process • Upload Data Conversion Approach – Data Entry Template • Templates provide a method of data entry for upload • Data must be entered in fields with correct formatting and meet field length requirements

  10. Converting into SMARTKey Data Conversion Activities & Timeline Sunflower Project Timeline

  11. Tasks & Milestones

  12. Converting into SMARTSupport, Contact Information and Reference Information • Reference Material and Contact Information: • Office Hours • Tuesdays and Thursdays: 9am to 10am, 10am to 11am • Wednesdays: 2pm to 3pm, 3pm to 4pm • Website • http://www.da.ks.gov/smart/ • Email • SunflowerFMS@da.ks.gov – Include ‘Conversion’ in subject line

More Related