Enterprise Systems and Process Renewal Project

From the Desk of the Project Manager: October 2011

Introduction
This is part of a series of monthly Enterprise Resource Planning (ERP) project updates based on the assessment of Bill Reed, project manager. Reed works with the various teams involved in implementing the ERP systems, as well as supporting the Executive Committee in managing and tracking the overall project. To receive these updates automatically in your inbox, subscribe to the ERP category at www.bsu.edu/commcenter. For more information, visit www.bsu.edu/erp.

Summary
The team made significant accomplishments in September: Finance resolved some outstanding issues with data feeds and payables processing while wrapping up the last fiscal year, and Admissions brought its new undergrad application online with CollegeNet. Meanwhile, the Human Resources and Financial Aid teams remain on schedule with their implementation activities.

Unfortunately, systems issues continue to impact the project. SunGard Higher Education continues to monitor, troubleshoot, and resolve these operational issues.

Other Details
Advancement and CRM: Contracts were completed with Campus Management for its CRM and Advancement/Fundraising systems. The ERP Executive Committee selected Campus Management's Talisma products in each category based in part on the feedback of a CRM task force composed of representatives from the campus units most affected by this decision.

Student/Financial Aid: Financial Aid remains on track to go live in mid-January, as planned. The new online application for undergraduate students is now live, though not yet integrated with Banner. In the interim period while the integration is developed and tested, Admissions Office staff are entering applications manually. The admissions team also is working with the Graduate School and Rinker Center for International Programs to complete the variations for their online applications and subsequent processing in Banner.

Meanwhile, departments are validating course catalog information while the team works to import the basic room and building information needed for scheduling and converting students' academic histories.

Finance: The FOAPAL creation and JV notification workflows were successfully moved to the production environment with which users interact. Final testing of the travel and expense fixes is under way in the test environment.

Vendors have responded to our request for proposals for our new payments system; demos have been held, and a recommendation from the evaluation committee is forthcoming. Meanwhile, planning for Finance “phase 2” work, which include grants billing, budget development, and more, is under way.

HR/Payroll: Overall progress remains strong. Currently, the team is evaluating options for handling the student employment process.