Program Management Office Meeting Summary & Action Items

Transcription

1 Meeting Description: Meeting Name: ERP Workday Weekly Team meeting Time: 2:00pm Location: 11D3 Facilitator: Oren Bierkatz Recorder: Oren Bierkatz Adjourned: 3:00pm Agenda: Item Number Agenda Topic Presenter / Facilitator Duration (minutes) 1 General updates Oren Bierkatz 10 2 HR related updates Oren Bierkatz 5 3 Payroll related updates Jim McKeever 5 4 DEN (Airport) related updates Heather Teague 5 5 Change Management related updates Julie Vlier 5 6 Integrations related updates Maggie MacIntosh 5 7 Data Conversion related updates Maggie MacIntosh 5 8 Purchasing related updates Everett Archuleta 5 9 Finance related updates Kelli Bennett 5 Invitees: Name Attendance Name Attendance SCI consultants Yes Laura Shipley No Jim McKeever Yes Elaine Moore No Jessica Chandler/ No Karuna Dhingra No Kelli Bennett Renee Salois Yes Everett Archuleta No George Karayiannakis / Chris Yes Chris Longshore No Blackett (DEN) / Zoe Reyes / Bhushan Sawant / Greg Hegarty Chad Mitchell / Andrea Denis No Kim Hallsted Yes Julie Vlier Yes Maggie MacIntosh Yes BMO Steve Bohn Yes Amy Carroll No Updated: 10/5/2016 Page: 1

2 Meeting Minutes: Item Number Topic Notes 1 General updates HCM / PAY P2 o P2 testing in process through 9/23 o Over 55% of total scripts positively Pass PAY P3 (Parallels for Payroll / Benefits) o Started, with HR to run initial EIB s FIN / PUR Implementation o Working on standing up P1 (September) o Financials Fundamentals class in progress Governance post-gol ongoing TS reviews WD27 now live! Reports scope and priority are being worked out Training o Compensation scheduled for 11/7-10 o Working on Benefits and Procure-to-Pay PS Decommission scheduled TS approval for 9/22 2 HR related activities Last Week: Core HR Weekly Project Team Meeting Weekly OHR Team Meeting Weekly SCI Project Team Meeting Weekly review/update of SharePoint action items OHR KT activities P2 Testing Support and issue remediation WD27 Discussion Review of CCD generated EIBs Tenant and documentation updates from HCM DA Review Talent Supported testing in P2 onsite Reviewed Fire template with Chief Bower for approval and move forward with testing Configuration changes to disciplinary action process and modifications after testing for retest Strategize for system wide help text review and updates Benefits Weekly SCI Project Meeting Benefit Change Control changes in Parallel Updated: 10/5/2016 Page: 2

3 Resolve testing issues / configuration Document and submit Change Control Core HR Weekly Project Team Meeting Weekly OHR Team Meeting Weekly SCI Project Team Meeting Weekly review/update of SharePoint action items OHR KT activities P2 Testing Support and issue remediation Talent Support Testing in P2 onsite Review organization goal processing and complete those test results Finish Sheriff template and attempt to meet with Chief Kielar Testing with Chief Bower Benefits Weekly Project Meeting Weekly SCI Project Meeting P2 End to End Testing support Support Parallel testing Configuration of approved changes in Parallel and Master Tenant Address open SharePoint items Weekly Project Team Meeting Weekly OHR Team Meeting Weekly SCI Project Team Meeting Weekly review/update of SharePoint action items OHR KT activities P2 Testing Support and issue remediation Talent Finish all testing Benefits Weekly Project Meeting Weekly SCI Project Meeting Open Enrollment testing Updated: 10/5/2016 Page: 3

4 Address open SharePoint items Merit process testing Merit change control submitted to approve changes Support Parallel testing 3 Payroll related activities Last Week: End to End Testing Completed programming of Kronos person integration from Workday and tested successfully Updated P3 (denver6) and Master (denver7) with configuration changes made in P2 (denver1) per endto-end testing End to End testing EIBs for Deductions set up Kronos payroll interface testing Kronos person interface testing Parallel testing End to End Testing if not complete Parallel Testing 4 DEN (Airport) related activities Last Week: Data conversion - the DEN Beginning Balances data file validated by the DEN users! Decision made: the workflow for PCards from Maximo to WD has been finalized Finalizing the integration list is 90% complete. The detailed design that makes up each integration is approximately 50% complete The two DEN HCM integrations are 100% ready for E2E testing Revenue Management meeting held to review and finalize design Procurement meeting held to review and finalize design Financials Fundamental Training Review prototype of Customer layout in AR Hub Updated: 10/5/2016 Page: 4

5 DEN functional team (that attends training) will make answering data conversion questions a priority as extracts have to be completed, validated and given to Joe S. by Oct. 7 Chris will schedule sessions for Customer, Suppliers and Procurement (if needed) to finalize any open items or decisions as Rupesh and Joe P. will be on-site Sep. 19 and 20. If Amy's team has open questions, they will schedule meeting on Sep 19 or 20 Chad and Monique will continue to work with DEN team to finalize any open items or pending decisions 5 Change Management Last Week: First of two roadshows (DEH and TS) - great response Training meetings with DEN and DHS Working with Inst Designers on content development UAT for Ambassadors planning Video completion for website Finalizing photo booth for Benefits fair Training planning cont. Planning working with Finance team Roadshows cont. Planning to pilot ESS and MSS courses in DEN (Nov.) New presentation on 4 th floor TV and DEN 9/14 JZ off-site Planning for Benefits fairs 6 Integrations HR/PAY Development and unit testing for Waves 2-4 is on track aside from the below issues ISSUE(S): INT-100: working to overcome a roadblock with the bank, meeting scheduled this week INT-102: working to overcome a roadblock with the bank, meeting scheduled this week NeoGov: Issue with address service has been resolved. SCI is adjusting code with an expected eta of next week Updated: 10/5/2016 Page: 5

6 FIN/PUR Elaine has begun work on integrations this week ISSUE(S): Alfresco Integration: It has been discovered that the current plan for this integration is not feasible. CCD and SCI teams are working on a proof of concept to present to the finance team 7 Data Conversion HR/PAY Team is working on completing EIB s for catch-up transactions in support of P3 Parallel testing. FIN/PUR Week 4 of Data conversion is underway Supplier Contract Supplier Catalogue (2) Grants Timeline for P1 Data Conversion had been rebaselined. Our new delivery date is 10/7 RISK: Data conversion timeline is tight Conversion environment is currently down. Team is meeting at 12:30 to determine final steps and responsibilities to fix 8 Purchasing Last Week: Determine Workday Relevant changes Purchase Order Conversion Session Discuss Uploading/Storing/Retrieving Back-up Documents Meet with Library about data conversion requirements Continue configuration of Business Process Workflow Began High Level testing of Denver4 Configure Shipping Information in Denver4 Continue Financial Review of Spend Categories Discuss Object Class mapping (grants) Participate in Maximo/Workday design discussion Begin discussion with Staples/Faison about Punch-out Begin discussion with Grainger about Punch-out Decision on Agency Buyer role to piloted at Airport Review Prevailing Wage BP Updated: 10/5/2016 Page: 6

7 Finalize Library Requisition Workflow Review Matching Configuration Continue Maximo/Workday Design Discussions Continue High Level testing of Denver4 Continue Financial review of Spend Categories Begin discussion with Dell about Punch-out Continue High Level testing of Denver4 9 Finance Last Week: Grants Standard weekly meetings with various teams DEN award review session - review entry in tenant Reviewed configuration related to Airport Cost Centers and impact on condition rules Reviewed FDM with Chad and provided feedback on revenue categories, ledger accounts, and funds for grants team to review Completion of DEN specific configuration Updated Airport Badging Grants 3x week - 30min check-in calls begin with grants team with agenda topics of object class mapping, revenue allocation profiles, and review of agency data workbooks P1 build implementation checklist Any configuration updates to due to data workbooks from agencies FDM Scrum meeting Tentative Airport Meeting regarding projects, grants and funds - BPA open item Grants 3x week - 30min check-on calls with grants team Standard weekly calls for CCD and DEN with larger teams Other meetings and activities TBD based on Sept 12th progress Updated: 10/5/2016 Page: 7

8 Open Action Items: Item Number Action Item 1 Identify the earliest date from which the last cut of data can be taken for FIN/PUR (for GOL) Date Target Assigned Assigned To Completion Status 9/6 Kelli Bennett 9/13 Open 2 Open 3 Open Closed Action Items: Item Number Action Item Date Assigned Assigned To Target Completion Status 1 Closed 2 Closed Updated: 10/5/2016 Page: 8