View
223
Download
2
Category
Preview:
Citation preview
Finance & Purchasing SuperUser Meeting
Welcome and Introductions:
Chair: Tim Hunnybun - ISS Training Service Leader
Mark Joyce – SAP Systems Manager
Os Finnie – General Manager, Finance
Tim Brannon – Head of Procurement
Debbie Adams – Service Leader SAP Financials
Trish Burnett – SAP Purchasing Business Analyst
Deborah Marcus –Corporate Systems Trainer (SAP)
Richard Lewis – SAP Purchasing Trainer
Finance & Purchasing SuperUser Meeting
Agenda:
Welcome and Introductions
Finance Projects: Delivered, current and future
SAP Systems Manager update
Purchasing Projects: Delivered, current and future
Purchasing Training Update
SAP Training Update
Open Discussion
AOB
Close
Finance Projects
FPSSG
Os Finnie
Andrew Thompson
David Hambleton
Ian Ashton
Phil MacDonald
Lisa Whipp
Tim Brannon
Bob Lavery
Brian Clifford
Mark Lloyd
Debbie Adams
Finance Projects
Projects delivered 2006/07
• Scanning MM invoices
• Directly Allocated Cost report
• Online payments for online registration and Sport Leeds
• Banner upgrade
Finance Projects
Projects delivered 2006/07
• Scanning MM invoices
• Directly Allocated Cost report
• Online payments for online registration and Sport Leeds
• Banner upgrade
• 14 minor work requests
Finance Projects
Projects agreed 2007/08
• Maximo migration to SAP
• Payment card industry data security standard
• Scholarship reporting
Finance Projects
Description 2007/08 2008/09 2009/10 2010/11 2011/12
ITS staff planning B2 Strategic Step New general ledger A3 Strategic Step Automated document processing (purchasing)
A2 Incremental
Ancillary Payroll Reporting C2 Incremental Costing A3 Strategic Step Student Accommodation Energy Recharging
B2 Incremental
Employee Self service / Manager Self Service
A3 Strategic Step
Internal Market A2 Strategic Step Library Management System to SAP Interface
A3 Incremental
Management Information System A2 Strategic Step Payment Card Industry Compliance A1 Mandatory Petty Cash Receipts- Input at Faculty Level
C2 Incremental
Pricing A3 Strategic Step RCS Property Database C3 Incremental Scanning of Travel Expense Claims D4 Incremental Scholarship reporting A1 Strategic Purchasing single from end C2 Incremental Travel Expenses Management Module (in SAP)
A2 Incremental
Web Payments (receipts) A2 Incremental
SAP Landscape Upgrade
Project Scope
• ERP Like-for-like upgrade from 4.6c to 2005
• BW like-for-like upgrade to Netweaver 2004s
• Unicode conversion for both the SAP R/3 and BW systems (Unicode is a new coding system for international character sets).
• Implement Xi/Pi to replace Business Connector ( this is the technology for managing external data interfaces from and to SAP)
• SAP Gui upgrade to 7.10
SAP Landscape Upgrade
Benefits
• No more upgrades until 2012
• Avoid additional costs when current version goes out of support.
• Reduce support effort
• Integrated platform for Records Management, BW, CRM
• Enhanced functionality for future projects:
• Latest version of the SAP Portal for ESS/MSS - reduce SAP licensing costs and improve system usability.
• Latest version of Plant Maintenance for Maximo project
• Enhancements to BW functionality.
• XI/PI – flexible tool for system interfaces
SAP Landscape Upgrade
Project Plan
2007 2008
May Jun Jul Aug Sep Oct Nov Dec Jan Feb
Development
System Testing User Acceptance Preparation
User Acceptance Testing
SAP Upgrade
Go-live Monday 22 Oct
SAP Landscape Upgrade
User Testing
• Preparation work started already
• Templates issued for production of Test Scripts
• User testing scheduled – August/September 2007
• Go-live checks Sat 20 & Sun 21 Oct
SAP Landscape Upgrade
User Testing - Representatives
Name Department CommentsTim Brannon Purchasing
Jason Flynn Student Accounts
Clive Gray Research
Clive Davies Finance Payroll
Jeffrey Knowles Finance Financial Accounting
Dionne Walker Finance Management Accounting
Juliet Smith Finance Tax and Systems
Gerard Aylward SDDU
Jeanette Page Finance Accounts Payable
Clive Smith Finance Treasury
Ian Ashton Finance Management AccountingCaroline Langham HR
SAP Landscape Upgrade
Training
• Like-for-like technical upgrade -> minimal requirements for re-training
• Lecture theatre meetings for all users
• Updates to system documentation
ISS Process Improvements
Will improve control surrounding the project and development workload undertaken within ISS.
Benefits:
• Better management of workload with clarity over requirements
• Customers have a realistic understanding of what ISS is capable of delivering
• Partnership between ISS and its customers - ensures joint ownership of project work
• ISS workload is aligned to the priorities of the University
• Each project will have a clear business case
ISS Process Improvements
Phase 1
• Governance – intended to provide projects with authority to deliver
• Work Request and Types – defining the different types of work requests and how they are processed within ISS
• Project Management Methodology – the standard processes we will use to control delivery of the projects
• Project Costing – providing budgeted and actual cost analyses
• Work Time Recording – a feedback loop to help ISS understand
what time is actually required for projects
ISS Process Improvements
Governance – Project Boards
• Set up by the Systems Steering Groups
• Information Pack being produced for all IS Project Boards
• Training will be available for project Board members (pilot July 07)
ISS Process Improvements
Work Request Process
• Will be launched for SAP in autumn 2007
• Will build on the current business prioritisation meetings
• Existing support processes will continue
• Will introduce a quota system for work requests:
• allows better forward-planning of work
• supports delegation of decision-making
• ISS Helpdesk System (HEAT) will replace spreadsheets to log and monitor work requests
ISS Process Improvements
Finance & Purchasing Work Prioritisation Meetings
• Current Membership: Os Finnie, Tim Brannon, David Hambleton, Philip MacDonald
• Review and prioritise requests
• Requests are “sized” by ISS (limited amount of ISS time available)
• If large scale, referred to Finance & Purchasing Systems Steering Group
• Interim – work requests should be submitted to Debbie Adams
Purchasing Projects
PurchasingDelivered• Functional changes to SWL, SIPR, Pcards• VAT check on research grant expenditure• Dedicated training client• Purchasing KPI reports identified & scoped (currently in test)
Planned• e.Invoicing• Purchasing single front end• Automated document processing (invoices)• Internal Market
Purchasing Training Update
• Formal Training Procedure
• TAP Training Style adopted for formal SAP Purchasing Training
• Introduction
• Exercises
• New comprehensive handouts
• SAP Access Forms
Finance & Purchasing SuperUser Meeting
SAP Training Update
Delivered
• TAP & IITT (Institute of IT Trainers) membership
• New VI (Visual Identity) for all Training Guides
• Workshops (Paid Leave)
• TRG client
• Revised Training Programme based on user Feedback
Finance & Purchasing SuperUser Meeting
SAP Training Update ctd
Future Plans
• Develop Finance Programme
• Training Needs Analysis
• Update Training Courses
• Training for SAP projects
• What do you want to see?
Recommended