Operational Level Agreement Ola Template

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					Project Management Information
      Improvement (PMI2)
Operational Readiness Review Agenda
          October 6, 2005




                                      Page 1
                  Agenda
•   Introduction                                B. Fisher              9:00 AM    5 min
•   Business Process                            T. Fields / C. Smith   9:05 AM    20 min
     –   Test Strategy / Approach
     –   Functional Area Assessment
•   Application Development                     M. Lenox               9:25 AM    20 min
     –   Impact Assessment Approach
     –   Status of Objects
     –   Overall Evaluation / Assessment
•   Information Delivery                        L. Huzar               9:45 AM    20 min
•   Competency Center Readiness                 M. Lenox               10:05 AM   20 min
     –   Knowledge Transfer
     –   OLA / SLA Updates (if applicable)
     –   Stabilization / Production Support
•   Data Mapping                                W. Nelson              10:25 AM   15 min
     –   Status
     –   Continuing Actions
•   Master Data Creation                        W. Nelson              10:40 AM   15 min
     –   Interim Business Procedures
•   Change Management                           M. Duke / K. Nabors 10:55 AM      20 min
     –   Sponsorship/Advocacy & Communication
     –   Training
     –   Process & Organization Alignment
•   Summary of CRR Assessments                  B. Fisher              11:15 AM   5 min
•   Performance Testing                         S. Passer              11:20 AM   10 min
•   Management Session                          B. Fisher              11:30 AM   As needed
                                                                                           Page 2
Introduction
Barbara Fisher




                 Page 3
   Business Process
Tamara Fields / Cynthia Smith




                                Page 4
Test Strategy and Approach




                             Page 5
             SIT Scope and Schedule

 Test Pass                  Description                                  Timeline

SIT Pass 1   •Integrated end-to-end business processes           7/5/2005 – 7/22/2005
             • Limited Custom objects (RICEF) included
             •Testing will occur in T01 (copy of P01)
             •BW available for test verification
SIT Pass 2   •Integrated end-to-end business processes           7/25/2005 – 8/19/2005
             •All available Custom objects (RICEF) included
             •Testing will occur in T01 (copy of P01 pre year-
             end)
             •BW available for test verification
SIT Pass 3   •Integration with Release 6.1 Pass 2                8/22/2005 – 9/16/2005
             •All available Custom objects (RICEF) included
             •Testing will occur in S02 (P01 post year-end)
             •BW available for test verification
SIT Pass 4   •Regression Test                                    9/19/2005 – 9/29/2005
             •Integration with Release 6.1 Pass 3
             •Testing will occur in X02 (P01 post year-end)
             •BW available for test verification
                                                                                         Page 6
                 Core & Extended Team
                 Participation
 Test Pass       Process and Integration Core and Extended Process
                       IPT Teams                   Team
SIT Pass 2 & 3   •Responsible for executing all         •Attend SIT Training the week of 7/25
                 identified test scenarios (R/3 & BW)     No R/3 SIT testing allowed if the user does not attend
                                                           scheduled SIT Training
                 •Provide support for SIT training
                 scheduled week of 7/25                 •Responsible for executing identified test
                                                        scenarios (R/3 & BW) to support Center
                 •Provide functional support to         Legacy testing
                 Core/Extended team when on-site for
                                                         May require executing the same scenarios
                 testing                                  multiple times to support test data creation for
                                                          all Centers
                                                        •All Testing by the Core/Extended Team
                                                        requested to be On-Site
                                                         SIT Pass 2 On-Site Testing on the Week of 8/8
                                                          & 8/15
                                                         SIT Pass 3 On-Site Testing on the Week of 9/12
                                                          (Focused on specific centers & their testing
                                                          needs, not all centers)
                                                             Optional On-Site Testing the Week of 9/5
                                                             (holiday week)
                                                         SIT Pass 4 Testing Remotely on Week of 9/19 –
                                                          10/8 to re-test remaining open defects
                                                        •Responsible for testing the End User Procedures
                                                        for SIT Pass 2 and 3                         Page           7
SIT Pass 1 Test Results




                          Page 8
            SIT Pass 1 Results

         Summary           # of Test Sets       # of Test Plans
 Data Structures                10                      31
 Cost Collection                 1                      2
 Total                          11                      33


    Test Plan       Passed Passed with Deferred Failed       Defect
    Summary                 Exception
Data Structures       29        1           1       0             4
Test Plan Results
Cost Collection       2         0           0       0             0
Test Plan Results
Total                 31        1           1       0             4



                                                                      Page 9
SIT Pass 2 Test Results




                          Page 10
            SIT Pass 2 Results –
            Data Structures & Cost Collection
           Summary           # of Test Sets       # of Test Plans
   Data Structures                11                      47
   Cost Collections               12                      70
   Total                          23                      117


    Test Plan         Passed        Failed    Deferred          Defects
    Summary                                   to Pass 3
Data Structures        46              1         0                12
Test Plan Results
Cost Collection        69              1         0                15
Test Plan Results
Total                  115             2         0                27


                                                                       Page 11
              SIT Pass 2 Results –
              Reporting (as of 8/19/2005)
           Summary                       # of Test Sets                  # of Test Plans
   Reporting                                      8                                57
   Total                                          8                                57



    Test Plan               Passed            In            Failed        Deferred      Defects
    Summary                                Process                        to Pass 3
Reporting Test                 18               3              15              0           26
Plan Results
Total                          18               3              15              0           26


 •In Process – Reports in the process of being tested, however test is not complete




                                                                                                Page 12
            Updated Reporting Status
            (as of 8/31/2005)
          Summary                       # of Test Sets                  # of Test Plans
  Reporting                                      8                                 57
  Total                                          8                                 57


    Test Plan              Passed             In           Failed        Deferred       Defects
    Summary                                Process                       to Pass 3
Reporting Test                 41               1             15               0          54
Plan Results
Total                          41               1             15               0          54


•In Process – Reports in the process of being tested, however test is not complete




                                                                                               Page 13
               SIT Pass 2 Results –
               Center Legacy
            Summary           # of Test Sets   # of Test Plans   Center Legacy
                                                                   Systems
    Center Legacy Test             11               200               62
    Total                          11               200               62

      Test Plan       Passed        In   Failed Deferred         Cancelled N/A
      Summary                    Process        to Pass 3
Center Legacy            58         10         0        20          78      34
Test Plan Results
Total                    58         10         0        20          78      34


•     See next slide for more details on the status definition



                                                                           Page 14
SIT Pass 3 Test Results




                          Page 15
            SIT Pass 3 Results –
            Data Structures & Cost Collection
           Summary          # of Test Sets       # of Test Plans
   Data Structures                7                      27
   Cost Collections               4                      7
   Total                         11                      34


    Test Plan         Passed       Failed    Deferred         Defects
    Summary                                  to Pass 4
Data Structures        27             1         0               3
Test Plan Results
Cost Collection         6             1         1               1
Test Plan Results
Total                  33             2         1               4


                                                                    Page 16
            SIT Pass 3 Results –
            Reporting
           Summary            # of Test Sets        # of Test Plans
   Reporting                        8                       28
   Total                            8                       28



   Test Plan         Passed       In       Failed   Deferred     Defects
   Summary                     Process              to Pass 3
Reporting Test         28          0           0        0             77
Plan Results
Total                  28          0           0        0             77




                                                                           Page 17
            SIT Pass 3 Results –
            Center Legacy (Recap)
         Summary           # of Test Sets   # of Test Plans   Center Legacy
                                                                Systems
 Center Legacy Test             11               200               62
 Total                          11               200               62

    Test Plan       Passed       In   Failed Deferred         Cancelled N/A
    Summary                   Process        to Pass 3
Center Legacy         58         10         0        20          78      34
Test Plan Results
Total                 58         10         0        20          78      34


  • All remaining Center Legacy Tests from SIT Pass 2 were completed
    by the end of SIT Pass 3


                                                                        Page 18
SIT Pass 4 Test Results & Defects




                                    Page 19
              SIT Pass 4 Results –
              Data Structures & Cost Collection
            Summary           # of Test Sets      # of Test Plans
    Data Structures                11                   40
    Cost Collections                1                      1
    Total                          12                   41

Test Plan Summary      Passed        Failed      Not           Defects
                                               Completed
Data Structures          40             0          0             0
Test Plan Results
Cost Collection          0              0          1             0
Test Plan Results
Total                    40             0          1             0



                                                                     Page 20
         SIT Pass 4 Results –
         Data Structures & Cost Collection
• One Cost Collection Test Plan in „Not Completed‟ Status
   – JPL eCCR – All SAP steps have been executed. Awaiting BW
     report results to provide to JPL for final validation.




                                                                Page 21
          SIT Pass 4 Results –
          Reporting

        Summary       # of Test Sets      # of Test Plans
Reporting                    6                  6
Total                        6                  6

        Test Plan   Passed      In     Failed   Defects
        Summary              Process
  Reporting Test      5          0       1          3
  Plan Results
  Total               5          0       1          3


    Defect 227 created for Portal Query – FTE
       Defect closed to SR 86996

                                                            Page 22
Functional Area Assessment




                             Page 23
             Data Structures

     Functional Area      Status                            Comment
Budget Execution                   PY2005 and PY2006 Funds Distribution processes
                                   thoroughly tested during CRP and 3 passes of SIT
                                   Numerous validation and derivation rules incorporated to
                            G      prevent user errors
                                   All defects on job aids addressed and retested by both
                                   PMI2 and Competency Center

Project Systems                    Technical WBS structure aligned with financial WBS
                                   structure
                            G      New attributes incorporated on Project master
                                   No open defects

Standard General                   SGL account changes incorporated and tested
Ledger/Funds Management            All user procedure/job aids updated to reflect account
                                   changes
                            G      Coordinated with Competency Center to test Financial
                                   Statements
                                        Limited number of open def ects remain
                                        Not required f or go-live

General                            Automated load of Project/WBS, Fund Center, Derivation
                                   Rules, and Cost Centers successfully tested in all passes of
                                   SIT
                                   Initial load of SAP Production master data completed and
                            G      verified
                                   Cutover plan established and tested to coordinate master
                                   data auto load, verification of code codes, and manual data
                                   update required for system start-up                      Page   24
              Cost Collection
     Functional Area   Status                         Comment
Cost Management                 Successfully tested Full Cost assessment processing
                                impacted by the new Budget Distribution process
                                Coordinated testing with SSC for eCCR processing
                         G      Working with JPL/GSFC to finalize eCCR and AMMS
                                testing efforts


Accounts Payable                No process changes identified
                                No open defects
                         G

Accounts Receivable             Coordinated testing of impacted Reimbursable interfaces
                                with SSC (CDW, FAS)
                                No Open Defects
                         G


Procurement                     Successfully tested new PR extension
                                Coordinated Bankcard testing with the Competency
                                Center
                         G      No Open Defects



                                                                                       Page 25
Application Development
       Marla Lenox




                          Page 26
        Functional RICEF Impact
        Assessment

• The Functional Impact Assessment and
  Business Prioritization of RICEF Objects
  was completed on 03/14/05.
• These objects were prioritized as follows:
  – High Priority  Needed for SIT Pass 2 and Go Live
  – Medium Priority  Needed for SIT Pass 3 and Go Live
    (or shortly thereafter)
  – Low  Not critical for Go Live Day 1 and could
    potentially wait until a later production release (i.e., 6.2)




                                                              Page 27
       Technical RICEF Impact
       Assessment

• The Application Development Impact
  Assessment was completed on 04/29/05
  for all objects in P01.
• This assessment identified custom objects
  that contain the following:
  – Hard-coded Logic (WBS, Reimbursable, Cost Center,
    etc.)
  – Network/Activity Logic
  – WBS Logic
  – Inception To Date Logic
  – Reporting Level Logic
  – Hierarchy Logic

                                                    Page 28
              RICEF Inventory Impacts

• 96 Total RICEF Objects impacted by PMI2 Phase 1:
                              RICEF Object – PMI2 Impacts

                Object Type                     Existing         New        Total

  BW Data Model                                              1          0            1

  BW Query                                                  62          9           71

  R/3 Report                                                 4          1            5

  Report Painter Report                                      0          0            0

  Interface                                                  7          1            8

  Extension                                                  7          1            8

  Form                                                       3          0            3

                                     Totals                 84         12           96



                                                                                         Page 29
                   Functional/Technical Designs

• RICEF Approach
    – Documentation was provided by the Integration IPT to the
      development teams and was loaded to RequisitePro for each of the
      PMI2 Custom Development object types as follows
    – The SR/Change Request documentation has been loaded into
      RequistePro for tracking purposes.
Object                        Functional Deliverable             Technical Deliverable
ABAP Extensions (Existing)    SR/Change Request (deltas only)    SR/Change Request (deltas only)
ABAP Forms (Existing)         SR/Change Request (deltas only)    SR/Change Request (deltas only)
ABAP R/3 Reports (Existing)   SR/Change Request (deltas only)    SR/Change Request (deltas only)
ABAP User Exits (Existing)    SR/Change Request (deltas only)    SR/Change Request (deltas only)
                              Information Delivery Functional
BW Reports (Existing)              Specification (deltas only)   BW SRS Series (deltas only)
                              Information Delivery Functional
BW Reports (New)                   Specification                 BW SRS Series
Interface (Existing)          SR/Change Request (deltas only)    SR/Change Request (deltas only)
Interface (New)               Use Case                           Enterprise Service SRS

                                                                                               Page 30
       Functional/Technical Designs

• Delivered Functionality Approach
  – The PMI2 Process IPT completed the Process/Sub-
    Process/Activity Definitions in MDM at the end of the
    Blueprint Phase (05/13/05)
  – The PMI2 Business Analysts converted these Activity
    Definitions into Use Cases




                                                            Page 31
                  Requirements

• All Level I – VI PMI2 Requirements have been loaded into
  RequisitePro and marked.
• Traceability of all requirements is 100% complete.
                Requirement Type   Total Requirements         Traceability Ratio
                                                        Total                      %
     Level I                               5             5                   100.00%
     Level II                             19             19                  100.00%
     Level III                            51             51                  100.00%
     Level IV                             157           157                  100.00%
     Use Case                             490           490                  100.00%
     Software Requirements                375           375                  100.00%
     Specification
     Change Request                      2253           2253                 100.00%
     Whitepaper                           15             15                  100.00%
     Configuration Rationale              10             10                  100.00%
     Scenario                             18             18                  100.00%
     Totals                              3393           3393                 100.00%

                                                                                       Page 32
            IV&V Recommendations

• On 09/30/05, the following IV&V recommendations were
  received:
   1. PMI2 Project develop, document, and communicate adequate work-
      around procedures for any required processes that have not been
      successfully tested prior to the go-live date,
   2. IPO QA team complete the traceability mapping of configuration
      rationale documents to higher level requirements in the RequisitePro
      system, and
   3. Future IEMP projects allocate sufficient time for requirement and test
      development and documentation, system development, and testing.
• Status:
   1. For those objects not successfully tested prior to Go-Live, a
      mitigation plan has been developed and communicated.
   2. The QA Team has completed the traceability mapping of
      Configuration Rationale Documents.
   3. For future IEMP Projects, the allocation of more sufficient time for
      development, documentation, and testing will be taken into
      consideration.                                                     Page 33
           Testing Defect Status

• 166 defects were logged during PMI2 SIT. All have been
  fixed or closed.
• Approximately 85 PMI2-related defects were logged
  during 6.1 SIT & Regression Testing.
   –   27 Configuration/Code
   –   21 Test Plan Updates
   –   11 OLQR Update
   –   8 User/Testing Error
   –   8 Insufficient/Inaccurate Requirements
   –   7 Data Issue
   –   3 Non-Release Related
• One defect was closed to SR 86996 (iView query -
  discussed in Information Delivery section).

                                                       Page 34
          Development Status

• All RICEF objects have been delivered and fully
  tested with the exception of:
  – Footnotes 14 & B.A.D. (discussed in Information Delivery
    section)
     • Development dependent upon the FY06 mapping to be
       provided by the OCFO
  – Metadata Manager (MdM) Interface & MdM R/3
    Exception Report
     • The MdM System is scheduled to Go-Live on 10/28/05
     • A mitigation plan is in place until the MdM Interface is in
       Production (discussed in Master Data Creation section)



                                                                     Page 35
        MdM Concerns

• Development of the MdM Interface is dependent
  upon a final & “frozen” MdM System design.
• On 09/29/05, the MdM Team verified that the
  MdM System Design is “frozen.”
• As of 10/05/05, the PMI2 team has only received
  the MdM System Critical Design Review
  materials (no other design documentation has
  been provided).




                                                Page 36
     MdM Interface High-Level Timeline*




  *Functional Testing durations and Go-Live dates TBD by
Competency Center. Dates are dependent upon MdM System
                 design remaining “frozen.”
                                                           Page 37
            Application Development Go-Live
            Status

         Element          Status                    Comment

Application Development            All RICEF objects were delivered on
                                   schedule and have been fully tested with the
                            G      exception of Footnotes 14 & B.A.D, the MdM
                                   Interface, and the MdM R/3 Exception
                                   Report.
MdM Interface & R/3                A new timeline has been developed for the
Exception Report                   MdM Interface and MdM R/3 Exception
                                   Report and these objects will be delivered in
                            G      January 2006. A mitigation plan has been
                                   established until the interface is in
                                   Production.
Footnotes 14 & B.A.D.              The PMI2 and Competency Center Teams
                                   are working with the OCFO to get approval
                                   on the FY06 Data Mapping and to establish
                                   a release date for Footnotes 14 & B.A.D
                            Y      (statused yellow in Information Delivery
                                   section as well).

                                                                             Page 38
Information Delivery
     Lisa Huzar




                       Page 39
               R/3 Reports

• 5 reports impacted by PMI2:
             Area                Report                          Status
Funds Management      ZFI_FUND_CENTER                 Moved to production in
                      S_ALR_87015066                  September to support Data
                                                      Mapping validation

Purchasing            Bank Card Audit Report          Ready for Go – Live
SGL                   Footnote 14 & Basic, Applied,   • Waiting for OCFO approval of
                      and Development (BAD)           FY06 mapping
                      Footnote
Project Systems                                       • Modifications not required
Accounts Receivable                                   • Instructions on how to run
                                                      reports were presented during
                                                      PMI2/ALDS Info Delivery Train
                                                      the Trainer




                                                                                  Page 40
                       R/3 Reports Status

                                                Element                                                     Status
R/3
                                                                                                               Y

                        Risk / Issue                                              Mitigation / Action
SGL footnotes 14 and BAD (SR 75520 & 75521)                     The PMI2 Team and CC are working with the OCFO (Melajo
      Waiting for OCFO approval of FY06 mapping, OCFO           Kubacki & Greg Josselyn) to have this ‟06 Data Mapping
      will begin review upon completion of year end activities   completed and approved.
      (end of Oct)
      OCFO specified that footnotes are needed by Nov 30
      (could wait till Dec 10)
      Anticipated December release date (3 wk dev/3 wk
      testing)




                                                                                                                   Page 41
          Business Warehouse Status

• Development completed on all identified objects
   – BW Data Model
      • Modifications to pull in new reporting attributes
      • Creation of new fields to accommodate Inception to Date
        reporting
      • Flat file loads for Inception to Date WBS Element (mapping of
        AWCS WBS element to new technical WBS element)
      • Modifications to 60 existing queries
      • Creation of 7 new Cost Management queries


• Bookmarks
      • FY2005 Year End reporting not impacted
      • Current versions of queries will remain available until January
        31, 2006

                                                                     Page 42
          Business Warehouse

• Testing completed on Data Model and Queries
   – Testing performed by:
      • Process Team members from GSFC, KSC, JSC and MSFC
      • BW Super Users (remote testers)
      • Competency Center
      • PMI2 Project Team
      • BW Developers
   – All defects retested successfully and closed


• Performance
   – Modification to cube layer to enhance performance
   – Performance testing performed by Basis and BW Developers



                                                                Page 43
          Business Warehouse

• Training
   – Developed PMI2 Information Delivery Train-the-Trainer
     presentation
   – Provided training to all Center trainers August 29 – September 1,
     except for SSC
   – BW training environment made available September 19 –
     November 3
   – Continuing to field training questions and provide updates to
     Center Reporting Leads

• Job Aids
   – C4 and Integration IPT teams updated 90% of BW impacted job
     aids
   – 60% of BW impacted job aids approved and ready for
     Competency Center review


                                                                    Page 44
                      Information Delivery Status

                                                Element                                                          Status
Business Warehouse
                                                                                                                    G

                       Risk / Issue                                                Mitigation / Action
Mapping of Mission, Theme, Program and Project                 Communicated data mapping impact during Information
attributes for FY05 and prior projects is still in process      Delivery Train the Trainer
(approx 65% of projects have been mapped but not loaded in      Communicated several mechanisms to verify accuracy and
SAP)                                                            completeness of mapping in BW and R/3
Until mapping is complete, BW may display erroneous            Encouraged Reporting Leads to work with their Data
information.                                                    Mapping POCs to understand data mapping for their Center
Impacts Agency reporting and ITD reporting (Budget &           For ITD reporting, users can run multiple queries until data
COCD for PY04 & prior)                                          mapping is complete
Inception to Date (ITD) Reporting for Institutional projects   Inception to Data reporting is available at the Funds Center
is not at the level required by the Centers                     level (combines PY05 and prior and PY06 WBS structures
                                                                and cost centers)
                                                                Users can run multiple queries (by WBS element and cost
                                                                center)
                                                                Data Mapping of cost centers to NSM WBS elements is in
                                                                process
                                                                Open SR for Competency Center, BW team to provide
                                                                functionality in a future release


                                                                                                                        Page 45
        Portal

• Portal i-Views modified to include new NSM
  reporting attributes of Mission, Theme, Program
  and Project
  – Full Time Equivalent (FTE) by WBS
  – Travel by Funds Center


• Development and testing still in process for FTE
  by WBS i-View
  – 1 defect remaining - FTE by WBS does not accept new
    NSM WBS structure and allow for FY2006 reporting


                                                     Page 46
                   Information Delivery Status

                                   Element                                                Status
Portal
                                                                                             Y

                    Risk / Issue                               Mitigation / Action
Portal iView: FTE by WBS                    Created SR, Portal development in process
                                             Users can run existing BW Queries or new ALDS queries to
                                             obtain FTE information




                                                                                                 Page 47
Competency Center Readiness
         Marla Lenox




                              Page 48
        Competency Center Readiness

•   Stabilization Support
•   Knowledge Transfer
•   SLA & OLA
•   Helpdesk




                                      Page 49
       Production Support

• PMI2 Project team worked closely with IEM
  Competency Center to plan for go-live and
  stabilization support needs
  – Formal Knowledge Transfer plan defined,
    documented, and approved by PMI2 Project
    Management and Competency Center Management
  – Knowledge Transfer plan fully executed and
    completed prior to start of Release 6.1 System
    Integration Test (SIT)
  – Release 6.1 Test team has completed all test activities
    in Release 6.1 SIT and Regression Test passes
     • PMI2 team has provided support and assistance to Release
       6.1 test team as needed
                                                              Page 50
          Production Support

• Competency Center and PMI 2 Project team jointly defined a
  production support plan
   – PMI2 “War Room” will be established within the Competency Center
     building
      • In operation through month-end close for October (minimum)
   – PMI2 project team members will staff the “War Room” in conjunction with
     designated Competency Center support personnel
      • PMI2 Process IPT representatives
      • PMI2 Data Mapping representatives
   – Standard Competency Center procedures will be followed from “Day 1”
      • All support calls go through the Competency Center Help Desk
      • SRs are logged for all requests and are assigned to Competency
         Center support personnel
      • PMI2 team members provide supplemental support / assistance to
         Competency Center personnel as needed
           –   Investigation / Analysis
           –   Defect resolution
           –   Testing
           –   Communication / coordination with OCFO and Centers
                                                                         Page 51
          Production Support

• PMI2 Project team also coordinated support needs with
  OCFO personnel
   – Budget distribution process has changed
   – New budget distribution personnel for Mission Directorates
• To mitigate questions / issues at the start of the fiscal
  year, PMI2 resources will provide onsite support for
  HQ/Agency budget distribution function
   – Conduct of budget distribution training session(s)
   – Onsite, hands-on support to Agency budget distribution personnel
   – Onsite, hands-on support to Mission Directorate budget
     distribution personnel
   – Will occur weeks of 10/10 and 10/17
   – Additional time / sessions to be determined

                                                                  Page 52
               SLA & OLA
 • The existing Service Level Agreement (SLA) and
   Operational Level Agreement (OLA) required no PMI 2-
   specific changes, however changes may be required for
   the Master Data Creation Process.
         Element      Status                    Comment
Core Financial SLA             Changes delivered by PMI 2 do not impact
                               the current SLA
                        G      Changes may be required due to the newly
                               approved Master Data Creation process (the
                               review for potential updates is currently in
                               process)
Core Financial OLA             Changes delivered by PMI 2 do not impact
                               the current SLA
                        G      Changes may be required due to the newly
                               approved Master Data Creation process (the
                               review for potential updates is currently in
                               process)


                                                                         Page 53
            IEMP Help Desk Readiness

• Existing Competency Center Help Desk procedures will
  be leveraged
• No specific action is necessary as a result of PMI²

        Element            Status         Comment
IEMP Help Desk Readiness            N/A
                             G




                                                         Page 54
          End User Procedures & Non-BW
          Job Aids
• The following have been submitted to the Competency
  Center for review & approval:
   – 25 End User Procedures
   – 32 Non-BW Job Aids
• BW Job Aids are discussed in Information Delivery section
• Two non-BW Job Aids are on „hold‟:
   – MdM Process
      • New Job Aid to explain the purpose of the MdM Interface, what
        it does, and how to resolve some of the interface-related errors
      • Intended for the MdM Interface Processor/MdM Administrator
   – Mapping of Other Personnel Costs
      • A minor update will be made post-Go Live, in order to ensure
        the correct and complete data structure for Other Personnel
        Costs is available
                                                                     Page 55
                 Competency Center Readiness
                 Summary
                                  Element                                                  Status
Competency Center                                                                            G

       Risk / Issue                                  Mitigation / Action
Stabilization Support   All existing Competency Center processes will be followed. Mitigation and
                         support plans are in place for Post-Go-Live.
Knowledge Transfer      KT approach defined, documented, approved, and communicated. Formal
                         KT sessions began on 07/28/05 and were fully executed and completed prior
                         to start of Release 6.1 System Integration Test.
SLA & OLA               No updates required to existing SLA or OLA as a result of PMI 2
                         Updates may be required as a result of the newly approved Master Data
                         Creation Process. This review is in process and is being coordinated with the
                         SLM Team.
Help Desk Procedures     N/A

End User Procedures &    All impacted existing End User Procedures & non-BW Job Aids have been
non-BW Job Aids          updated accordingly and handed-off to the Competency Center for review &
                         approval (with the exception of the „Mapping of Other Personnel Costs‟ Job
                         Aid).
                         All new End User Procedures & non-BW Job Aids have been developed
                         and handed-off to the Competency Center for review & approval (with the
                         exception of the MdM Process Job Aid).
                                                                                                 Page 56
Data Mapping
Wanda Nelson




               Page 57
           Data Mapping Background

• Background:
   – PMI2 Project Management relayed concerns to the OCFO May 2nd on the
     status of the Metadata Manager (MdM) Mapping document, M3, and the
     Data Mapping/Crosswalk effort
   – PMI2 agreed to facilitate the development of new Agency budget
     structure on behalf of OCFO
• Goal:
   – Develop and implement aligned FY06 budget structure and technical
     WBS structure for the agency
• Specific Objectives:
   – Establish PY06 budget structures and technical WBS structures
   – Identify PY06 charge codes for travel, labor, and procurement
   – Designate PY05 WBS elements still being used in PY06 with the
     appropriate Travel (T) or Labor (L) indicators.
   – Map PY05 and prior structures to new PY06 structures; provide
     crosswalk to centers
   – Provide interim solution until OCFO system of record, Metadata Manager
     (MdM), becomes available October 28, 2005


                                                                         Page 58
         Data Mapping Overall Steps to
         Readiness

•   Communicated guidance and status
•   Collected data and built structures
•   Validated and integrated data
•   Coordinated approval by MDs/OCE/OCFO
•   Loaded Access database
•   Provided extracts to WebTADS, CRCS, SAP
•   Addressed Center Readiness Review concerns



                                                 Page 59
           Data Mapping Steps to Readiness

• Communicated Guidance and Status
   – Provided instructional workshops with Mission Directorates and centers
   – Facilitated weekly user telecons/WebEx with Mission Directorate/center
     POCs, OCE, and center Change Managers
   – Issued status reports and daily metrics
   – Responded to frequently asked questions
   – Updated i-View portal
• Collected Data
   – Provided standard tools (template, instruction guide)
   – Facilitated Mission Directorate actions (identification of product line;
     development of Mission, Theme, Program; mapped project WBS Level 2)
   – Integrated and validated WBS structures for approval/distribution
   – Maintained validated templates on i-View for review




                                                                          Page 60
            Data Mapping Steps to Readiness
            (cont’d)
• Validated and integrated data
   – Reconciled N2 Budget Structure and M3 Mapping Document
   – Validated structure and attributes and integrated center and data
   – Mission Directorates approved data for completeness and accuracy and
     included centers when necessary
   – PMs/Centers reviewed approved structures and WBSs
   – Independent validation performed by Data Structures Team
• Coordinated official approval with OCE & OCFO
   –   OCE validated and approved NSM elements to ensure 7120 compliance
   –   OCFO provided final validation and approval of database
   –   Published approval signatures, templates, documents on i-View
   –   Resolved actions from approval meetings (see backup)
• Loaded Access database
   – Performed pre-access and access validations
      • Bounced against bus/tech rqmts, checked structures, and checked
         for duplicates
   – Loaded Access database
   – Created extracts for SAP, WebTADS, CRCS, BW, WIMS approval

                                                                          Page 61
        Data Mapping Steps to Readiness
        (cont’d)
– Data Mapping rated Yellow at time of Center Readiness Reviews
   • GRC (9/23/05)
       – Schedule did not permit a final review to ensure changes
         incorporated before production upload to SAP
   • GSFC (9/28/05)
       – Internal review of completed programmatic structures and
         identification & documentation of updates
   • JPL (9/22/05)
       – Reimbursable Data Mapping not yet approved
       – JPL doesn‟t have access to SAP; needs report to verify
         structures and indicators
   • KSC (9/22/05)
       – e-Gov structure not available in SAP since part of delta load
       – Awaiting Reimbursable guidance
       – Constellation, IEMP, some Science, Program & Corporate
         support not available for review in SAP since part of delta load

                                                                            Page 62
             Institutional Data Mapping
             Metric




• Issues:
    • None




                                          Page 63
            Programmatic Data Mapping
            Metric




• Issues:
    • Remaining Projects to be mapped represent Reimbursables
    • Approvals have been obtained for most of the Delta Load files
    • Projects to be included in Delta Load: Science (50% of Programs), Aeronautics, ESMD-
      Constellation, IEMP, Center G&A E-Gov, Program Support, Corporate Support
    • Reimbursable Projects will be loaded prior to FY06 Go-Live. PMI Data Mapping Team
      in process of consolidating Center Files into Mission Directorate Files
                                                                                             Page 64
Data Mapping Statistics




                          Page 65
             Data Mapping Go-Live Status

          Element                Status                         Comment
Develop PY06 WBS                          Weekly telecons with POCs, OCE, Change Mgmt
structures                                Reconciled projects to N2
                                          Completed Institutional & Programmatic structures
                                   G      Loaded 380 projects 9/15/05 and 200 projects 10/3/05
                                          Highlighted missing MdM attributes; Mission Directorates
                                          re-submitted prior to OCE/OCFO final approval
                                          Working Reimbursables; to be loaded by 10/12/05

Identify PY06 charge codes;               Deleted elements without indicator; Mission Directorates
                                          and centers re-submitted missing account assignments
Designate required PY05
                                          Provided extract to centers
WBS elements with travel &         G      Instructed Mission Directorates to have Project Managers
labor indicators                          notify codes to their employees; MSFC CFO issued
                                          guidance to MSFC employees

Map FY05 and prior year                   Not required for go-live, for Agency reporting
AWCS to new WBS                           Several projects already mapped
                                          Shared Crosswalk of mapped projects with centers
elements                           G      OCFO to issue due date to map remaining projects




Provide interim solution until            Developed solution with competency center
MdM available 10/28/05             G      Shared solution with Mission Directorate and center POCs

                                                                                                Page 66
             Data Mapping Go-Live Status
                                  Element                                       Status
Develop PY06 WBS structures                                                       G

           Current Risk / Issue                           Mitigation / Action
None                                        Reimbursable structures not required for go-
                                            live, but will be loaded by 10/12/05




                                                                                      Page 67
              Data Mapping Go-Live Status
                                   Element                                      Status
Identify PY06 charge codes; designate required PY05 WBS elements with             G
travel & labor indicators

            Current Risk / Issue                          Mitigation / Action
None




                                                                                      Page 68
             Data Mapping Go-Live Status
                                  Element                                                   Status
Map FY05 and prior year AWCS to new WBS elements                                                G

           Current Risk / Issue                                Mitigation / Action
None                                        Not required for go-live, but several projects already mapped
                                            OCFO to issue due date to map remaining projects




                                                                                                    Page 69
               Data Mapping Go-Live Status
                                   Element                                          Status
Provide interim update process until MdM available 10/28/05                           G

            Current Risk / Issue                              Mitigation / Action
None




                                                                                          Page 70
         Data Mapping Conclusion

• Continuing Data Mapping Actions
  – Reimbursable structures to be loaded by 10/12/05
  – Mapping remaining FY05 and prior projects due date
    to be issued by OCFO
• Data Mapping Assessment
  – CRR concerns addressed
  – Ready for Go-live - activities are complete, or are
    proceeding according to schedule




                                                          Page 71
Master Data Creation
    Wanda Nelson




                       Page 72
          Purpose/Objective

• As a result of the deployment of MdM as the Agency
  „System of Record‟ of the NSM structure, the current
  master data creation process for SAP Core Financial
  System has changed, specifically Project/WBS, Fund
  Centers, and Derivation Rules
• The purpose of this section of the presentation is to
  provide an overview of the changes to the PY2005 and
  Prior master data creation process and the interim
  process for Master Data Creation for PY2006 and
  Forward structures
   – The presentation encompasses the SAP, MdM, and MdM to SAP
     interface deployment dates and the impact of these dates to the
     master data creation process in SAP Core Financial System


                                                                  Page 73
           PY2005 and Prior
• Metadata Manager (MdM) system will not contain
  PY2005 and Prior structures
• PY2005 and Prior structures will continue to be
  maintained in SAP during FY2006
   – Users can request new Project/UPN using the current process
   – Users can request new WBS elements on existing UPN structure
   – Fund Centers and Derivation Rules associated with the above
     WBS elements will continue to be requested using the current SR
     process
• Business as usual
   – Service Request (SR) to Competency Center by Centers or
     OCFO for the creation/maintenance of Fund, Fund Center,
     Project WBS, Network/Activity, Cost Centers, Derivation Rules,
     and Functional Areas
   – New UPN request will continue to initiate at OCFO
      • Flash Code changes need to be faxed to the Competency
        Center Full Cost Team
   – The PY05 and Prior Templates for Fund Center, Project WBS,
     and Cost Centers will be updated to include the NSM attributes
                                                                      Page 74
                PY2006 and Forward

             Pre 10/12/2005                             10/12/2005 – 10/28/2005
• Identified changes to initial 9/15 SAP
  Production load should be submitted to       • SAP is Interim System of Record
  Data Mapping Team by noon on 10/4            • Extract MdM file & retire Access DB
   – DM consolidates and identifies critical
     changes for October execution             • Changes to Oct. execution critical codes
   – DM applies critical changes in SAP&           – Centers submit SR for Travel & Labor WBS
     Access DB; notifies CRCS-1, WebTADS,            indicator changes only
     and WIMS
                                                   – OCFO submits SRs for emergency changes
   – DM submits SRs for non critical changes
                                                   – Competency Center applies changes to SAP
• Identified changes for the 10/3 delta SAP
  Production load held until 10/28 except      • MdM makes corresponding changes
  for critical changes (see 10/12 – 10/28)     • Centers hold non-critical updates until MdM

         10/28/2005 – 01/2006                           Post 01/2006 (tentative date)
• MdM is System of Record                      • MdM is System of Record
• Agency/Center submit updates to NSM          • Centers submit updates in MdM
  structure to the MdM system only             • MdM to SAP interface updates SAP
• MdM Administrator (OCFO) submits SRs           automatically all NSM element changes
  for NSM updates to the Competency                 –   Exception includes Reimbursable attributes
  Center for processing and update to SAP               and non-NSM data element changes
     –   Exception includes Reimbursable       • Competency Centers and MdM
         attributes and non-NSM data element     Administrator resolve interface errors
         changes
                                                                                           Page 75
                     Other Master Data Element
                     Considerations (PY2006 and Forward)
• The following master data elements will continue to require SRs to
  the Competency Center (regardless of timeframe)

                                                                         Validation/Approval
Data Elements                    Requestor              Process (how?)         Process             Comment

                                                                         Same as Today 'Business
Fund                             OCFO                   SR to CC              as Usual'

                                                                         Same as Today 'Business
Network/Activities               Center                 SR to CC              as Usual'


                                 Center (Creation of
                                      Perf orming
                                      Organization or                                              Use updated OLQR
                                      updates of                         Same as Today 'Business        templates f or Cost
Cost Center                           attributes)       SR to CC              as Usual'                 Centers

                                                                         Same as Today 'Business
Function Code (Internal Order)   Agency                 SR to CC              as Usual'

Update Reimbursable WBS
     Element Attributes:
     - Funds Reservation/Line                                                                      Use updated OLQR
     Item                                                                                               templates f or
     - FIPS Code                                                         Same as Today 'Business        Reimbursable
     - RC Code                   Center                 SR to CC              as Usual'                 Project/WBS


                                                                                                                         Page 76
Change Management Readiness
   Kathey Nabors / Matthew Duke




                                  Page 77
       Change Management Work Streams

• Sponsorship/ Advocacy & Communication
• Training
• Process & Organization Alignment




                                          Page 78
       Sponsorship/ Advocacy &
       Communication Work Stream Scope
• Stakeholder Analysis
• Communication Plan and Activities
• Communication Metrics




                                         Page 79
        Sponsorship/ Advocacy &
        Communication Timeline
   Aug 05                         Sept 05                            Oct 05                Nov/ Dec 05

Mission Director/ Program Manager Briefings


End User/ Stakeholder Awareness Briefings


                     End User/ Stakeholder Training Announcements

                    End User/ Stakeholder Business Impact Briefings

                               Executive Points of Information

                             “Know Your Code” Announcements

                             System Transition Announcements


                                     System Go Live Announcements

                                                      System Stabilization Announcements

    Project Team Telecoms, Webex Meetings, Briefings…

     Project Information Available on i-View (Presentations, FAQs)
                                                                                                         Page 80
                      Sponsorship/ Advocacy &
                      Communication Details
          Activity                Delivery Method (s)/                Sender              Available Resources
                                       Purpose

Mission Director/ Program   Presentations to develop/               Gwen Sykes, Integrated Overview Presentation
Manager Briefings           maintain executive sponsorship          Greg Josselyn Project Talking Points

                            Presentations/ Open Houses/             Center PoCs   Integrated Overview Presentation
                            Town Hall Meetings (varies by                         Standard PMII Data Structures Slides
End User/ Stakeholder       Center) to build awareness of the
Awareness Briefings         various efforts                                       Standard PMII Cost Collection Slides
                                                                                  Standard PMII Information Delivery
                                                                                  Slides
                            Individual and mass emails to           Center PoCs   Sample Project Training
End User/ Stakeholder
                            inform participants of their training                 Announcements
Training Announcements
                            requirements/ schedule
                            Presentations to focused groups         Center PoCs   PMII Business Impact Report
End User/ Stakeholder       (varies by Center) to explain
Business Impact Briefings   business impacts resulting from
                            the various efforts
                            Presentations and Talking Points        NASA PAO      Integrated Overview Presentation
Executive Points of         to prepare NASA executives for          Center PoCs   Data Mapping Executive Summary
Information                 questions and concerns around
                            Go-Live                                               Integrated Executive Points of
                                                                                  Information Calendar
                                                                                                                       Page 81
                   Sponsorship/ Advocacy &
                   Communication Details
     Activity               Delivery Method (s)/                 Sender              Available Resources
                                 Purpose
                    Emails to Program/ Project/             Agency Data      Sample Project Announcements
                    Institutional Managers providing them   Mapping Team
                                                            through Center
                    their codes and encouraging them to     OCFOs
                    proactively communicate these codes
                    to their appropriate resources
                    Emails/ Newsletter/ Website             Center PoCs      Sample Project Announcements
                    announcements (varies by Center)                         FY'05 - FY'06 Transition Key Dates
“Know Your Code”    informing End Users to contact their                     flier
Announcements       Program /Project/ Institutional
                    Supervisor, or appropriate Business                      Data Mapping Executive Overview
                    Manager, for the codes they need.                        Integrated Executive Points of
                                                                             Information
                    WebTADS Announcement informing          WebTADS Team     WebTADS Banner
                    End Users to go to Online Help for                       Center-provided list of contacts
                    Center contacts for the codes they
                    need.




                                                                                                                Page 82
                       Sponsorship/ Advocacy &
                       Communication Details
        Activity                  Delivery Method (s)/           Sender           Available Resources
                                       Purpose
                         Email announcements alerting End       IEM C4    N/A
                         Users and Stakeholders to key system   Team
System Transition        transition dates and activities.
Announcements            Briefings to key groups alerting End   Center    Project Implementation Timeline
                         Users and Stakeholders to key system   PoCs
                         transition dates and activities.                 System Transition Announcements

                         Email announcements alerting End       IEM C4    N/A
                         Users and Stakeholders to key system   Team
                         Go Live dates and activities.
System Go Live
Announcements            Briefings to key groups alerting End   Center    Project Implementation Timeline
                         Users and Stakeholders to key system   PoCs      System Go Live Announcements
                         Go Live dates and activities.
                                                                          End User Go Live Checklist
                         Email announcements alerting End       IEM C4    N/A
                         Users and Stakeholders to key system   Team
System Stabilization     stabilization dates and activities.
Announcements            Briefings to key groups alerting End   Center    Project Implementation Timeline
                         Users and Stakeholders to key system   PoCs      System Stabilization Announcements
                         stabilization dates and activities.


                                                                                                            Page 83
                  Sponsorship/ Advocacy &
                  Communication Status
                                               Element                                                      Status
Sponsorship/ Advocacy and Communication                                                                        G

                 Current Risk / Issue                                          Mitigation / Action
The end-user community may not accept necessary               Executing a variety of multi-channel/ multi-sender tops-
process changes required by implementation of new WBS         down and bottoms-up communications and conducting a
structure resulting in negative stakeholder and end-user      comprehensive training curriculum geared at developing
feedback.                                                     understanding/ acceptance of the new coding structure.
                                                              NASA Administrator and other key executives fully
There may be a lack of buy-in from Key Stakeholders
                                                              supporting Project and communicating messages to
(Sponsors) which may result in Key Stakeholders not
                                                              Program/ Project Managers and user communities to do
committing sufficient resources for PMII, lost objectives
                                                              the same. All Centers reporting Green on their Center
and negative results.
                                                              CRRs in the area of Change Management.
Competing priorities in the Agency (ESMD, ALDS, EVM,
Operation Clean Opinion, NFMIP, Data Mapping, etc) will
divide the attention of Sponsors and end users resulting in
resistance to change.
Decisions made in the sub-teams (Process IPT) may not be      Working with "Center Project Managers" and Change
communicated back to their organizations resulting in         Management POCs to facilitate communications at the
critical buy-in not occurring, decision may being re-         Centers. The Change Management POCs are to work
examined and increased resistance.                            with the Core & Extended to help communicate the
                                                              messages they receive on the weekly user telecons. All
                                                              Centers reporting Green on their Center CRRs in the area
                                                              of Change Management.
                                                                                                                    Page 84
          Training Work Stream Scope

•   End User Training Strategy
•   End User Training Needs Assessment
•   End User Training Curriculum
•   Train-the-Trainer Materials and Presentation
•   End User Training Metrics




                                                   Page 85
               Training Needs Assessment

• The primary PMI2 training needs identified include:
    –   Funds Distribution Process Changes: The process for distributing funds is changing. End
        Users currently involved in this process, and those who will be involved in this process in the
        future, must understand and be able to execute these processes, as applicable. The primary
        audience for this training need includes Agency and Center Budget Maintainers.

    –   Information Delivery Capability Updates: Information Delivery capabilities (BW and SAP R/3
        Reporting) are being updated. Anyone that accesses or runs SAP R/3 and BW reports is
        impacted and must understand how to utilize these new capabilities. The primary audience for
        this training need includes Center Reporting Leads/Super Users and Resources Community
        members.

    –   New NASA Structure Management (NSM) Budget Structure and Project Technical WBS
        Changes: PMII includes the implementation of the new NSM budget structure in SAP and the
        transition to a product-oriented technical WBS. End Users will need to understand the “look and
        feel” changes to the project structures and be able to recognize and use the new WBS. Any
        Core Financial End User or consumer of data produced by these individuals should understand
        how and why these structures are changing. Emphasis should be placed on the benefits to
        Programs and Projects derived from this change. The primary audience for this training need
        includes any Core Financial End User or consumer of data produced by these individuals.

    –   Cost Assessment Changes: The process for creating/maintaining assessment cycles is
        changing. End users currently involved in this process, and those who will be involved in this
        process in the future, must be able to understand and be able to execute these processes. The
        primary audience for this training is the Assessment Cycle Maintainers and Administrators.

    –   Procurement Changes: PMII includes the implementation of a new technical WBS structure
        and NSM budget structure in SAP. The new structures will impact the procurement related
        activities. Anyone in the Procurement Community would need to be aware of PMII impacts and
        a training need was identified for this group of end users.                             Page 86
               End User Training Curriculum

                  Course                                  Audience                    Delivery
                                                                                      Method
PMI² Overview Course                          All Core Financial/ PMI2 Users and   Instructor-led/
                                                         Stakeholders               Web-based
                                                       WebTADS Users
PMI²/ALDS Information Delivery Course         SAP R/3 and BW Reporting Users       Instructor-led
Updated Core Financial Courses                             Various                    Various
Agency Funds Distribution Processing Course      Agency Budget Maintainers         Instructor-led
Center Funds Distribution Processing Course      Center Budget Maintainers         Instructor-led
Month End Cost Allocation Course               Assessment Cycle Maintainers        Instructor-led
                                              Assessment Cycle Administrators
PMI² Overview for Procurement Personnel         Procurement Office Personnel       Instructor-led/
                                                                                    Web-based




                                                                                                Page 87
              Training Timeline
         Aug 05                            Sept 05                                   Oct 05                  Nov/ Dec 05

                                       Center Training Logistics Planning (8/1 - on)

                             Train-the-Trainer (8/29 – 9/2)
                                                                2   PMI /ALDS Information Delivery Course
                                     Center Material Mod. Effort (9/5 – 9/16)
                                                                               Center Delivery (9/19 - on)
                                                                    Using BW6                           Using Production BW


                                                                 PMI2 Overview Course (9/5 - on)

                                                               Updated Core Financial Courses Available (9/19 - on)

                                                                    PMI2 Overview for Procurement Office Personnel Course
                                                                    (Sept 30 - on)

                                                                        PMI2 Center Funds Distribution Processing Course
                                                                         (October 5 & 6)

                                                                           PMI2 Month End Cost Allocation Course (October 5 & 6)

                                                                                PMI2 Agency Funds Distribution Processing Course
                                                                                (October 11 & 13)


TR2 available for Training                                 TR1 available for ongoing Training
                        (8/29)                                                                                                Page 88
                   Training Status


                                             Element                                                        Status
Training                                                                                                        G


                Current Risk / Issue                                           Mitigation / Action
End users may not see a need or may not be motivated          Executing a variety of multi-channel/ multi-sender tops-
to attend training resulting in employees not attending       down and bottoms-up communications and conducting a
training and not knowing how to perform their roles.          comprehensive training curriculum geared at developing
                                                              understanding/ acceptance. NASA Administrator and other
                                                              key executives fully supporting Project and communicating
                                                              messages to Program/ Project Managers and user
                                                              communities to do the same. All Centers reporting Green
                                                              on their Center CRRs in the area of Change Management.
Other Center and Agency training initiatives may conflict     Executing Integrated Training Timeline. No significant
with PMII training resulting in PMII training being delayed   conflicts have been recognized to date.
or rescheduled which may result in employees being
unprepared for PMII operations.
PMII Project Team may not communicate with the                Continuing to facilitate weekly Change Management
Customer Care Team resulting in misaligned training           Integration Meetings. Continuing to participate in meetings
activities.                                                   with training developers to discuss training development.



                                                                                                                      Page 89
          Process & Organization Alignment
          Work Stream Scope
•   End User Procedures
•   End User Roles
•   End User Role Mapping Approach
•   Business Impact Report




                                             Page 90
          End User Procedures Impacts

   Functional Area   Minor Change   Major Rewrite   New

Budget Execution         18              0           1

Purchasing                5              0           0
Cost Management           1              0           0

TOTAL:                   24              0           1




                                                          Page 91
                  End User Role Impacts
         Agency Standard Roles Impacted                           Actions Taken
Reimbursable Manager                                Updated Role Description
Budget Administrator                                Updated Role Description
                                                    Updated Tasks & Responsibilities
Budget Maintainer                                   Updated Role Description
                                                    Updated Tasks & Responsibilities
Budget Report Processor                             Updated Role Description
Project Administrator                               Updated Role Description
Project Planner                                     Recommended Deletion
Agency Contractor Cost Report (CCR) Administrator   Updated Role Description
Assessment Cycle Administrator                      Updated Role Description
Contractor Cost Report (CCR) Analyst                Updated Role Description
Contractor Cost Report (CCR) Processor              Updated Role Description
Journal Entry Processor                             Updated Role Description

            New Agency Standard Role                              Actions Taken
MdM Interface Processor                             Created New Role Description
                                                    IEM Competency Center to Map User (s)
                                                                                            Page 92
         Business Impact Report

• The PMI2 Business Impact Report documents the impacts
  on NASA, including the identification of organizational
  gaps, business benefits, and challenges resulting from
  the implementation of the Project
• This report focuses on areas of significant changes
  (process or otherwise) and the impact to existing Core
  Financial roles
• The associated business implications, including new skill
  requirements, necessary policy changes, and impacts to
  existing and developing Agency systems, are also
  addressed
• Recognizing that the PMI2 process and structure design
  will impact the way NASA conducts business, this report
  articulates and promotes an understanding of the
  organizational challenges NASA faces, as an Agency and
  at each Center
• This report serves as the foundation of the PMI 2 Overview
  Course                                                  Page 93
            Process & Organization Alignment
            Status

                                  Element                         Status
Process & Organization Alignment                                    G

           Current Risk / Issue             Mitigation / Action
None




                                                                        Page 94
Summary of CRR Assessments
        Barbara Fisher




                             Page 95
         Center Readiness Review Approach

• The PMI2 Project held CRRs with each Center and JPL
• The PMI2 Project provided the template used in the CRRs
• The Centers developed and presented the CRR material
   – Audiences included:
      • IEM Program Office representatives
      • PMI2 Project Manager & Project Team representatives
      • OCFO Agency Business Process Owner
      • IEM Competency Center representatives
      • Inspector General
      • Center CFO / DCFO
      • Center PMI2 Core/Extended Team
      • Center Procurement Officer
      • Center IT and Legacy Systems Points of Contact
      • Center Data Mapping Point of Contacts
                                                              Page 96
           Center Readiness Review
           Purpose & Scope
• The purpose of the CRR was to understand the Center preparation
  and readiness for PMI2 go-live
• The scope of the CRR included:
   – Data Mapping Readiness
        • Submission of input mapping templates
        • Review of loaded structures (if applicable)
        • Identification & documentation of corrections / updates (if applicable)
   –   Center Legacy System Readiness
   –   Training Planning / Status / Metrics
   –   Communication Plan Status
   –   Center Concerns / Issues
   –   Center Mitigation Plan for any items not ready for Go Live
        • Action Items / Recovery plan
        • Workarounds / short-term options, if applicable
   – Center Implementation Timeline Review
        • Remaining milestones and key activities, if applicable
        • Primary post-implementation milestones, if applicable
                                                                               Page 97
             Center Readiness Indicators

                               Description                                 Status
Ready for Go-live - Activities Complete, Proceeding According to
Schedule, or Mitigation Plan in place                                        G
Work Remains to Be Done Prior to Go-live - Activities Proceeding
Behind Plan, Anticipated to Be on Track by Go-live or Not Representing a     Y
Significant Risk

Work Remains to Be Done and at Risk of Not Being Complete Prior to
Go-live - Activities Proceeding Behind Plan, May Not Be on Track by Go-
live and Represents a Significant Risk                                       R




                                                                                 Page 98
              Overall Center Readiness Scorecard
• The following Center Readiness Scorecard depicts the
  readiness self-assessments of each Center at date of CRR
  Category     Data        Center-      Center       Change     Cut-over        User
              Mapping   Specific SAP   Legacy      Management Planning and     Support
                         Interfaces    Systems                 Preparation
Center
ARC (9/27)    Green         N/A         Yellow        Green          Green     Yellow
DFRC(9/29)    Green         N/A           N/A         Green          Green     Green
GRC (9/23)    Yellow       Green        Green         Green          Green     Green
GSFC (9/28)   Yellow      Yellow        Green         Green          Yellow    Green
HQ (9/28)     Green       Yellow        Yellow        Green          Green     Green
JPL (9/22)    Yellow      Yellow        Green         Green          Yellow    Green
JSC           Green        Green        Green         Green          Green     Green
KSC (9/22)    Yellow        N/A         Green         Green          Green     Green
LaRC (9/20)   Green         N/A         Yellow        Green          Yellow    Green
MSFC (9/29)   Green        Green        Green         Green          Green     Green
SSC                        CRR Scheduled for 10/07. No known issues to date.

                                                                                   Page 99
            General Areas of Concern

• The following are the general areas of concerns noted from across the
  Centers during the CRR sessions:
   – Information from OCFO regarding Metadata Manager (MdM) system
   – Status and timing of structure definition for Reimbursable projects
       • Tied to policy guidance from OCFO for FY06 which has been received (???)
   – Review / validation of structures within SAP P01
       • Source information provided to center POCs
       • Initial load completed in SAP P01 on 9/21, but sizeable “delta load” processed
         after the year-end “shut-down” started
   – “Agency” issues related to actions / decisions by Mission Directorates or HQ
     Institutional representatives
       • Communication of decisions
       • Coordination of efforts / input from centers
       • Allowance for “center specifics” – limitations or restrictions
   – Finalization and communication of “Interim business procedures”
       • Formal approval obtained from relevant stakeholders on 9/28
       • Materials updated and distributed through multiple channels immediately after
         approval session
   – Individual employees not knowing where to charge their time for FY06 or
     where to get the appropriate code
       • Multiple efforts by PMI2 project team and WebTADS (covered previously)
       • Some additional center-specific actions taken
                                                                                    Page 100
Performance Testing
    Steve Passer




                      Page 101
       Performance Test Overview



• Performance Test Architecture
• R/3 Testing Strategy
• Release 6.1 R/3 Test Results
• PMII Test Results
• Volume/Transaction Assessment




                                   Page 102
               R3 Testing Strategy


• A total of (31) R3 key business transactions were identified These
  were grouped by functional area and assigned one of three
  priorities. These priorities were used as talking points in defining
  the Release 6.1 test scope with the functional and QA teams.
• Based on available time and resources, (7) R3 transactions were
  successfully scripted and used during the load test phase
• Three separate tests were used to compare the performance of the
  scripted transactions:
    – Test I was a Baseline using a copy of P01
    – Test II was performed with the Release 6.1 code base as of Aug-05
    – Test III was a second test run on the Release 6.1 code base with performance
      improvements




                                                                                     Page 103
Rel 6.1 R3 Transaction Test Results




                                      Page 104
           PMII Test Results

• Early PMII project team testing identified possible
  performance issues with certain large contracts based on use
  of NAS8-00187 for the test

• During subsequent discussions to prepare additional tests, it
  was determined that the initial test could not be repeated. In
  addition, the test itself was considered an anomaly because
  of data differences in the tests of the old structure PO‟s
  versus the new structure PO‟s in the following areas:
   • Number of WBS elements and funds per PR
   • Number of unique WBS elements and funds per PO
   • Considerable range in PLI delivery dates
   • Number of CCR reporting categories PLIs

                                                              Page 105
           PMII Test Results

• Based on initial concerns further testing was conducted by
  tracing the performance of two contract change scenarios in a
  Release 6.1 environment. The scenarios were:
     • Create, change and save a Purchase Order using an
       existing Purchase Requisition that was tied to a pre-
       Release 6.1 structure (Contract #: NAS9-03056)
     • Create, change and save a Purchase Order using a new
       Purchase Requisition that was tied to the Post-Release
       6.1 structure
• The results of the trace indicated no obvious performance
  problems with regards to code, indexes, SQL costs, or
  underlying operating system and database configuration


                                                            Page 106
               PMII Mitigations


• The single transaction on NAS8-00187 where performance was an issue
  may have been an anomaly. However, the following mitigation has been
  performed:
    • Additional LRT resources added to the Production SAP R/3 Landscape
• An in-depth analysis of key NASA contracts was conducted and the
  relationship to key NASA contracts was determined.
    • Reference Appendix E: 6.1 Release Performance Test – Performance Test
     Strategy & Results Document.
• As POs grow after go-live, they will become tied more and more to the new
 structure. It is therefore recommended that the PO Save process be
 continuously monitored after go-live.
    • Any indications of bottlenecking or inefficiencies may be caught early, examined,
     and resolved, if necessary.
                                                                                 Page 107
        Volume/Transaction Assessment



• PMII Volume Assessment
   • Initial volume load is 11 MB (negligible)
   • Annual growth will maintain similar volumes as today (16.1
    GB/month or 180GB/year)

• Transaction Assessment
   • Load testing indicated no major impact to tested transaction
    response times
   • Heightened monitoring during first two weeks after 6.1 release will
    be in place for pro-active support



                                                                     Page 108
Backup Slides




                Page 109
   Business Process
Tamara Fields / Cynthia Smith




                                Page 110
SIT Pass 1 Test Plan Listing & Status
                and
     SIT Pass 1 Open Defects




                                        Page 111
                   SIT Pass 1 Test Plan Listing & Status

                                                                               SIT Pass 1 NASA      SIT Pass 1
Sort String                      SIT Pass 1 Test Plan List                          Owner        Accenture Owner        Status

                                                             Data Structures

 DS01.01      General Master Data Creation                                     Cynthia Smith     John Schremp       Passed
                                                                                                                    Passed with
 DS01.02      Master Data Creation - Fund Center Extension                     Cynthia Smith     Chris Krug         Exception




                                                                                                 Robert Damian
 DS01.03      Master Data Creation - Fund Center Auto Load                     Cynthia Smith     Brian Kirchhof f   Passed


 DS01.04      Master Data Creation - Project Extension                         Cynthia Smith     Robert Damian      Passed


 DS01.05      Master Data Creation - Derivation Rules                          Cynthia Smith     Robert Damian      Passed

 DS02.01      Direct Programmatic Funding - PY05                               Cynthia Smith     John Schremp       Passed

 DS02.02      Direct Programmatic Funding - PY06                               Cynthia Smith     John Schremp       Passed

 DS03.01      Reimbursable Funding - PY05                                      Cynthia Smith     Michelle Smith     Passed

 DS03.02      Reimbursable Funding - PY06                                      Cynthia Smith     Michelle Smith     Passed

 DS04.01      Corporate G&A Funding - PY05                                     Cynthia Smith     John Schremp       Passed

 DS04.02      Corporate G&A Funding - PY06                                     Cynthia Smith     John Schremp       Passed

 DS04.03      Center G&A Funding - PY05                                        Cynthia Smith     John Schremp       Passed

 DS04.04      Center G&A Funding - PY06                                        Cynthia Smith     John Schremp       Passed
                                                                                                                              Page 112
                SIT Pass 1 Test Plan Listing & Status

                                                                              SIT Pass 1 NASA      SIT Pass 1
Sort String                     SIT Pass 1 Test Plan List                          Owner        Accenture Owner       Status
                                                            Data Structures

 DS04.05      Institutional Investment Funding - PY05                         Cynthia Smith     John Schremp      Passed

 DS04.06      Institutional Investment Funding - PY06                         Cynthia Smith     John Schremp      Passed

 DS04.07      Agency Fee f or Services Funding - PY05                         Cynthia Smith     John Schremp      Passed

 DS04.08      Agency Fee f or Services Funding - PY06                         Cynthia Smith     John Schremp      Passed

 DS04.09      Service Pool Funding - PY05                                     Cynthia Smith     John Schremp      Passed

 DS04.10      Service Pool Funding - PY06                                     Cynthia Smith     John Schremp      Passed

 DS04.11      Labor Pool Funding - PY05                                       Cynthia Smith     John Schremp      Passed

 DS04.12      Labor Pool Funding - PY06                                       Cynthia Smith     John Schremp      Passed

 DS04.13      Agency Service Pool Funding - PY06                              Cynthia Smith     John Schremp      Passed

 DS05.01      Generate SGL Reports                                            Cynthia Smith     Michelle Smith    Passed

 DS08.01      Investment Funding - PY05                                       Cynthia Smith     Michelle Smith    Passed

 DS08.02      Investment Funding - PY06                                       Cynthia Smith     Michelle Smith    Passed

 DS09.01      GAD Funding - PY05                                              Cynthia Smith     Lauren Baker      Passed

 DS09.02      GAD Funding - PY06                                              Cynthia Smith     Lauren Baker      Passed

 DS10.01      Miscellaneous Funding - CR PY05                                 Cynthia Smith     Lauren Baker      Passed
 DS10.02      Miscellaneous Funding - Rescission PY05                         Cynthia Smith     Lauren Baker      Passed

 DS10.03      Miscellaneous Funding - CR PY06                                 Cynthia Smith     Lauren Baker      Passed

 DS10.04      Miscellaneous Funding - Rescission PY06                         Cynthia Smith     Lauren Baker      Passed

                                                                                                                           Page 113
                 SIT Pass 1 Test Plan Listing & Status

                                                                                                    SIT Pass 1
                                                                               SIT Pass 1 NASA      Accenture
Sort String                     SIT Pass 1 Test Plan List                           Owner             Owner          Status
                                                            Cost Collections




 CC06.01      Month end Processing-Cost Pool Allocations - PY05                Cynthia Smith     Chris Watson    Passed




 CC06.02      Month end Processing-Cost Pool Allocations - PY06                Cynthia Smith     Chris Watson    Passed




                                                                                                                              Page 114
               SIT Pass 1 Open Defects as
               of 7/22
   Defect Title      Defect    Status       Priority   Technical   Functional
                       ID                               Owner        Owner
Master Data            2      Retesting   1-Very High Art Dunn      John
Creation_PY06-
                              Complete                             Schremp
Create Fund Error
Funds Center           3      Retesting     2-High     Art Dunn     John
Master Extension -
                              Complete                             Schremp
incorrect error
message
Funds Center           4      Retesting   3-Medium     Art Dunn     John
Extension - Field
                              Complete                             Schremp
Length and Type
change
Funds Center           5        New         4-Low      Art Dunn     John
Master Extension
                                                                   Schremp



                                                                         Page 115
SIT Pass 2 Test Plan Listing & Status
                and
     SIT Pass 2 Open Defects




                                        Page 116
              SIT Pass 2 Test Plan Listing &
              Status – Data Structures
Sort String              Test Plan List             NASA Owner         Accenture Owner       Test Executor        Status
                                                     Data Structures
                                                                                               Michelle Smith,
                                                                                             Chris Watson, John
 DS01.01      General Master Data Creation          Cynthia Smith        John Schremp             Schremp         Passed
              Master Data Creation - Fund Center
 DS01.02      Extension                             Cynthia Smith        John Schremp          John Schremp       Passed
              Master Data Creation - Fund Center                         Robert Damian,
 DS01.03      Auto Load                             Cynthia Smith        Brian Kirchhof f      Robert Damian      Passed
              Master Data Creation - Project WBS
 DS01.04      Extension                             Cynthia Smith        Robert Damian         Robert Damian      Failed
              Master Data Creation - Derivation                          Robert Damian,
 DS01.05      Rules Auto Load                       Cynthia Smith        Brian Kirchhof f      Robert Damian      Passed
              Master Data Creation - Cost Center
 DS01.06      Extension                             Cynthia Smith         Chris Watson          Chris Watson      Passed
              Master Data Creation - Project Auto                        Robert Damian,
 DS01.07      Load                                  Cynthia Smith        Brian Kirchhof f      Robert Damian      Passed
              Master Data Creation - Cost Center                       Chris Watson, Brian
 DS01.08      Auto Load                             Cynthia Smith           Kirchhof f          Chris Watson      Passed
 DS01.09      Master Data Creation PY05             Cynthia Smith        John Schremp          Michelle Smith     Passed

 DS02.01      Direct Programmatic Funding - PY05    Cynthia Smith        John Schremp          Michelle Smith     Passed

 DS02.02      Direct Programmatic Funding - PY06    Cynthia Smith        John Schremp          Michelle Smith     Passed
 DS02.03      SGL Account BADI                      Cynthia Smith          Chris Krug          Michelle Smith     Passed
 DS03.01      Reimbursable Funding - PY05           Cynthia Smith        Michelle Smith         Lauren Baker      Passed
 DS03.02      Reimbursable Funding - PY06           Cynthia Smith        Michelle Smith         Lauren Baker      Passed
                                                                                                                     Page 117
              SIT Pass 2 Test Plan Listing &
              Status – Data Structures
Sort String              Test Plan List            NASA Owner         Accenture Owner    Test Executor      Status
                                                    Data Structures


 DS04.01      Corporate G&A Funding - PY05         Cynthia Smith        John Schremp        Lauren Baker    Passed


 DS04.02      Corporate G&A Funding - PY06         Cynthia Smith        John Schremp        Lauren Baker    Passed
 DS04.03      Center G&A Funding - PY05            Cynthia Smith        John Schremp        Denise Taylor   Passed
 DS04.04      Center G&A Funding - PY06            Cynthia Smith        John Schremp        Denise Taylor   Passed
              Institutional Investment Funding -
 DS04.05      PY05                                 Cynthia Smith        John Schremp       Michelle Smith   Passed
              Institutional Investment Funding -
 DS04.06      PY06                                 Cynthia Smith        John Schremp       Michelle Smith   Passed
              Agency Fee f or Services Funding -
 DS04.07      PY05                                 Cynthia Smith        John Schremp        Denise Taylor   Passed
              Agency Fee f or Services Funding -
 DS04.08      PY06                                 Cynthia Smith        John Schremp        Denise Taylor   Passed

 DS04.09      Service Pool Funding - PY05          Cynthia Smith        John Schremp        Denise Taylor   Passed


 DS04.10      Service Pool Funding - PY06          Cynthia Smith        John Schremp        Denise Taylor   Passed
 DS04.11      Labor Pool Funding - PY05            Cynthia Smith        John Schremp        Denise Taylor   Passed
 DS04.12      Labor Pool Funding - PY06            Cynthia Smith        John Schremp        Denise Taylor   Passed


 DS04.13      Agency Service Pool Funding - PY06   Cynthia Smith        John Schremp        Lauren Baker    Passed
 DS05.01      Generate SGL Reports                 Cynthia Smith        Michelle Smith      Lauren Baker    Passed

                                                                                                               Page 118
              SIT Pass 2 Test Plan Listing &
              Status – Data Structures
Sort String             Test Plan List           NASA Owner         Accenture Owner    Test Executor      Status

                                                  Data Structures

              Working Capital Fund SEWP AR -
 DS06.01      PY05                               Cynthia Smith          Chris Krug         Chris Krug     Passed

              Working Capital Fund SEWP Budget
 DS06.02      - PY05                             Cynthia Smith          Chris Krug         Chris Krug     Passed

              Working Capital Fund SEWP Req to
 DS06.03      Pay - PY05                         Cynthia Smith          Chris Krug         Chris Krug     Passed

              Working Capital Fund SEWP AR -
 DS06.04      PY06                               Cynthia Smith          Chris Krug         Chris Krug     Passed

              Working Capital Fund SEWP Budget
 DS06.05      - PY06                             Cynthia Smith          Chris Krug         Chris Krug     Passed

              Working Capital Fund SEWP Req to
 DS06.06      Pay - PY06                         Cynthia Smith          Chris Krug         Chris Krug     Passed


 DS07.01      WCF NSSC Budget Distribution       Cynthia Smith          Chris Krug         Chris Krug     Passed

 DS07.02      WCF NSSC Billing Process           Cynthia Smith          Chris Krug         Chris Krug     Passed

              WCF Fund NSSC f rom Appropriated
 DS07.03      Funds                              Cynthia Smith          Chris Krug         Chris Krug     Passed


 DS07.04      WCF NSSC Purchase Goods            Cynthia Smith          Chris Krug         Chris Krug     Passed

 DS07.05      WCF NSSC Travel                    Cynthia Smith          Chris Krug         Chris Krug     Passed

 DS08.01      Investment Funding - PY05          Cynthia Smith        Michelle Smith     Michelle Smith   Passed

 DS08.02      Investment Funding - PY06          Cynthia Smith        Michelle Smith     Michelle Smith   Passed

                                                                                                             Page 119
              SIT Pass 2 Test Plan Listing &
              Status – Data Structures
Sort String              Test Plan List             NASA Owner         Accenture Owner   Test Executor     Status
                                                     Data Structures
 DS09.01      GAD Funding - PY05                    Cynthia Smith         Lauren Baker      Lauren Baker   Passed
 DS09.02      GAD Funding - PY06                    Cynthia Smith         Lauren Baker      Lauren Baker   Passed


 DS10.01      Miscellaneous Funding - CR PY05       Cynthia Smith         Lauren Baker      Lauren Baker   Passed
              Miscellaneous Funding - Rescission
 DS10.02      PY05                                  Cynthia Smith         Lauren Baker      Lauren Baker   Passed


 DS10.03      Miscellaneous Funding - CR PY06       Cynthia Smith         Lauren Baker      Lauren Baker   Passed
              Miscellaneous Funding - Rescission
 DS10.04      PY06                                  Cynthia Smith         Lauren Baker      Lauren Baker   Passed
              Budget Distribution Validation User
 DS11.01      Exit                                  Cynthia Smith          Chris Krug        Chris Kurg    Passed




                                                                                                              Page 120
              SIT Pass 2 Test Plan Listing &
              Status – Cost Collection
Sort String             Test Plan List              NASA Owner         Accenture Owner   Test Executor    Status
                                                    Cost Collections
              Reimbursable Agreements
              Federal_Accounts Receivable Sales
 CC01.01      Order - PY05                          Cynthia Smith          Doug Clark        Doug Clark   Passed
              Reimbursable Agreements
 CC01.01      Federal_Procurement - PY05            Cynthia Smith          Doug Clark        Doug Clark   Passed
              Reimbursable Agreements
 CC01.01      Federal_Cost - PY05                   Cynthia Smith          Doug Clark        Doug Clark   Passed
              Reimbursable Agreements
              Federal_Accounts Receivable Billing
 CC01.01      - PY05                                Cynthia Smith          Doug Clark        Doug Clark   Passed
              Reimbursable Agreements
              Federal_Accounts Receivable Sales
 CC01.02      Order - PY06                          Cynthia Smith          Doug Clark        Doug Clark   Passed
              Reimbursable Agreements
 CC01.02      Federal_Procurement - PY06            Cynthia Smith          Doug Clark        Doug Clark   Passed
              Reimbursable Agreements
 CC01.02      Federal_Cost - PY06                   Cynthia Smith          Doug Clark        Doug Clark   Passed
              Reimbursable Agreements
              Federal_Accounts Receivable Billing
 CC01.02      - PY06                                Cynthia Smith          Doug Clark        Doug Clark   Passed

              Reimbursable Agreements Non-
              Federal_Accounts Receivable Sales
 CC01.03      Order - PY05                          Cynthia Smith          Doug Clark        Doug Clark   Passed

              Reimbursable Agreements Non-
 CC01.03      Federal_Procurement - PY05            Cynthia Smith          Doug Clark        Doug Clark   Passed
              Reimbursable Agreements Non-
 CC01.03      Federal_Cost - PY05                   Cynthia Smith          Doug Clark        Doug Clark       Page
                                                                                                          Passed 121
               SIT Pass 2 Test Plan Listing &
               Status – Cost Collection
Sort String             Test Plan List              NASA Owner         Accenture Owner   Test Executor     Status
                                                    Cost Collections
              Reimbursable Agreements Non-
              Federal_Accounts Receivable Billing
 CC01.03      - PY05                                Cynthia Smith          Doug Clark        Doug Clark    Passed
              Reimbursable Agreements Non-
              Federal_Accounts Receivable Sales
 CC01.04      Order - PY06                          Cynthia Smith          Doug Clark        Doug Clark    Passed

              Reimbursable Agreements Non-
 CC01.04      Federal_Procurement - PY06            Cynthia Smith          Doug Clark        Doug Clark    Passed
              Reimbursable Agreements Non-
 CC01.04      Federal_Cost - PY06                   Cynthia Smith          Doug Clark        Doug Clark    Passed
              Reimbursable Agreements Non-
              Federal_Accounts Receivable Billing
 CC01.04      - PY06                                Cynthia Smith          Doug Clark        Doug Clark    Passed
              Direct Accounts Receivable_Dunning
 CC02.01      - PY05                                Cynthia Smith          Doug Clark        Doug Clark    Passed
              Direct Accounts
 CC02.01      Receivable_Collection - PY05          Cynthia Smith          Doug Clark        Doug Clark    Passed
              Direct Accounts Receivable_Dunning
 CC02.02      - PY06                                Cynthia Smith          Doug Clark        Doug Clark    Passed
              Direct Accounts
 CC02.02      Receivable_Collection - PY06          Cynthia Smith          Doug Clark        Doug Clark    Passed
 CC03.01      Bankcard Processing - PY05            Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed
 CC03.02      Bankcard Processing - PY06            Cynthia Smith         Joyce Meyer        Kirby Fogel   Failed

 CC04.01      Commercial Contract Supply - PY05     Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed

 CC04.02      Commercial Contract Supply - PY06     Cynthia Smith         Joyce Meyer        Kirby Fogel       Page
                                                                                                           Passed 122
              SIT Pass 2 Test Plan Listing &
              Status – Cost Collection
Sort String              Test Plan List              NASA Owner         Accenture Owner   Test Executor     Status
                                                     Cost Collections


 CC04.03      Commercial Contract Service - PY05     Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed


 CC04.04      Commercial Contract Service - PY06     Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed

              Commercial Contract Supply &
 CC04.05      Service - PY05                         Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed

              Commercial Contract Supply &
 CC04.06      Service - PY06                         Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed

              CCR Extension with Existing
 CC05.01      Contract - PY05                        Cynthia Smith         Chris Watson      Angela Bates   Passed

              CCR Extension with New Contract -
 CC05.02      PY06                                   Cynthia Smith         Chris Watson      Angela Bates   Passed

              CID Extension with Existing Contract
 CC06.01      - PY05                                 Cynthia Smith          Doug Clark        Doug Clark    Passed

              CID Extension with New Contract -
 CC06.02      PY06                                   Cynthia Smith          Doug Clark        Doug Clark    Passed


 CC07.01      Grants (HHS) Processing - PY05         Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed


 CC07.02      Grants (HHS) Processing - PY06         Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed

 CC08.01      IDIQ Contract - PY05                   Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed

 CC08.02      IDIQ Contract - PY06                   Cynthia Smith         Joyce Meyer        Kirby Fogel   Passed

                                                                                                               Page 123
              SIT Pass 2 Test Plan Listing &
              Status – Cost Collection
Sort String              Test Plan List             NASA Owner         Accenture Owner   Test Executor     Status
                                                    Cost Collections
              CRFuncReqForm_Labor_12 - PY05
 CC09.01      & PY06                                Cynthia Smith         Chris Watson      Angela Bates   Passed
              Interf ace 62 Load into TM - PY05 &
 CC10.01      PY06                                  Cynthia Smith         Chris Watson       Doug Clark    Passed
              TA-1D-Regular Travel - PY05 &
 CC10.02      PY06                                  Cynthia Smith         Chris Watson       Doug Clark    Passed
              TV-1D-Regular Travel Increase
 CC10.03      Dollars - PY05 & PY06                 Cynthia Smith         Chris Watson       Doug Clark    Passed
              TA-1R-Regular Travel Reimb - PY05
 CC10.04      & PY06                                Cynthia Smith         Chris Watson       Doug Clark    Passed

              TV-1R-Regular Travel Reimb
 CC10.05      Decreased Dollars - PY05 & PY06       Cynthia Smith         Chris Watson       Doug Clark    Passed

 CC10.06      TA-1WCF-RegTrav - PY05 & PY06         Cynthia Smith         Chris Watson       Doug Clark    Passed
              TV-1WCF-RegTrav-Decrease -
 CC10.07      PY05 & PY06                           Cynthia Smith         Chris Watson       Doug Clark    Passed

              TA-1D-Acct Code Budget Exceeded-
              -SPECIFIC CENTER ONLY - PY05
 CC10.08      & PY06                                Cynthia Smith         Chris Watson       Doug Clark    Passed

              TV-1D-TV exceeds TA threshold --
              SPECIFIC CENTER ONLY - PY05 &
 CC10.09      PY06                                  Cynthia Smith         Chris Watson       Doug Clark    Passed

              TA-1R-Reim Code Exceeded-
 CC10.10      Annual Leave taken - PY05 & PY06      Cynthia Smith         Chris Watson       Doug Clark    Passed
                                                                                                              Page 124
              SIT Pass 2 Test Plan Listing &
              Status – Cost Collection
Sort String              Test Plan List            NASA Owner         Accenture Owner   Test Executor      Status
                                                   Cost Collections
              TA-1C0F Regular Travel - PY05 &
 CC10.11      PY06                                 Cynthia Smith         Chris Watson       Doug Clark     Passed

              TV-1C0F Regular Travel Increase
 CC10.12      Dollars - PY05 & PY06                Cynthia Smith         Chris Watson       Doug Clark     Passed
              TA-1OIG Regular Travel - PY05 &
 CC10.13      PY06                                 Cynthia Smith         Chris Watson       Doug Clark     Passed

              TV-1OIG Regular Travel Increase
 CC10.14      Dollars - PY05 & PY06                Cynthia Smith         Chris Watson       Doug Clark     Passed

 CC10.15      Run Status Report - PY05 & PY06      Cynthia Smith         Chris Watson       Doug Clark     Passed

              Month end Processing-Assessment
 CC11.01      Cycle Maintenance - PY05             Cynthia Smith         Chris Watson     Charlie Shanks   Passed

              Month end Processing-Consupmtion
 CC11.01      Data Load - PY05                     Cynthia Smith         Chris Watson     Charlie Shanks   Passed

              Month end Processing-Functional
 CC11.01      Area Assessment - PY05               Cynthia Smith         Chris Watson     Charlie Shanks   Passed

              Month end Processing-Indirect
 CC11.01      Labor/Travel to Cost Center - PY05   Cynthia Smith         Chris Watson     Charlie Shanks   Passed
              Month end Processing-Other
 CC11.01      Personnel Cost - PY05                Cynthia Smith         Chris Watson     Charlie Shanks   Passed
              Month end Processing-Pool
 CC11.01      Assessment to Project - PY05         Cynthia Smith         Chris Watson     Charlie Shanks   Passed
              Month end Processing-Corporate
 CC11.01      G&A - PY05                           Cynthia Smith         Chris Watson     Charlie Shanks   Passed
                                                                                                               Page 125
              SIT Pass 2 Test Plan Listing &
              Status – Cost Collection
Sort String              Test Plan List            NASA Owner         Accenture Owner   Test Executor      Status
                                                   Cost Collections
              Month end Processing-Institutional
 CC11.01      CoF - PY05                           Cynthia Smith         Chris Watson     Charlie Shanks   Passed

              Month end Processing-Assessment
 CC11.02      Cycle Maintenance - PY06             Cynthia Smith         Chris Watson      Angela Bates    Passed

              Month end Processing-Consupmtion
 CC11.02      Data Load - PY06                     Cynthia Smith         Chris Watson      Angela Bates    Passed

              Month end Processing-Functional
 CC11.02      Area Assessment - PY06               Cynthia Smith         Chris Watson      Angela Bates    Passed
              Month end Processing-Pool
 CC11.02      Assessment to Project - PY06         Cynthia Smith         Chris Watson      Angela Bates    Passed
              Month end Processing-Agency
 CC11.02      Service Pool - PY06                  Cynthia Smith         Chris Watson      Angela Bates    Passed

              Month end Processing-Agency Fee
 CC11.02      f or Services- PY06                  Cynthia Smith         Chris Watson      Angela Bates    Passed
              Month end Processing-Corporate
 CC11.02      G&A - PY06                           Cynthia Smith         Chris Watson      Angela Bates    Passed
              Month end Processing-Institutional
 CC11.02      Investment - PY06                    Cynthia Smith         Chris Watson      Angela Bates    Passed
              De-obligate a COCD complete line
 CC12.01      item                                 Cynthia Smith         Joyce Meyer        Kirby Fogel    Passed

              Reimbursable Rollup Processing -
 CC13.01      PY05 (SSC-specif ic)                 Cynthia Smith          Doug Clark        Doug Clark     Passed

              Reimbursable Rollup Processing -
 CC13.02      PY06 (SSC-specif ic)                 Cynthia Smith          Doug Clark        Doug Clark     Passed
                                                                                                              Page 126
            SIT Pass 2 Results –
            Center Legacy Continued
•   Center Legacy tests that are incomplete as of end of SIT Pass 2 will
    continue to be executed in SIT Pass 3 for completion
•   Status
      In Process –Test plans in process (related to testing of 4 HQ systems)
      Deferred to Pass 3 – Test plans originally scheduled, however Center Legacy
       Systems not ready during Pass 2 timeframe
      Cancelled – Test plans originally scheduled, however data already existed in the
       test client to satisfy the testing requirement
          PY2005 Budget Distribution scenarios
               Production budget utilized
          Limited PY2006 Budget Distribution scenarios
               Budget available from testing by PMI2 Process Team
          Center Legacy Labor scenarios
               Part of ALDS testing
      N/A – Test plans originally scheduled, however were deemed unnecessary
         Center Legacy System(s) associated with the test plan not impacted by PMI2
           as originally assessed
•   Center Legacy tests that are incomplete as of end of SIT Pass 2 will
    continue to be executed in SIT Pass 3 for completion
                                                                                     Page 127
                  SIT Pass 2 Results –
                  Open Defects as of 8/19/2005
Defect        Status    Severity                                         Summary                                           Category
  ID
30       In Process    2-High      Not able to see new/modif ied PMII queries                                            BW
42       In Process    2-High      Calculations incorrect                                                                BW
55       In Process    2-High      Def ault drilldown f or WBS Level 2 is key & text -- should be key only               BW
59       In Process    2-High      theme on variable entry screen is linked to old theme not new theme                   BW

69       In Process    2-High      Unable to save PY06 project f unds in P-Card                                          Cost
                                                                                                                         Collection
34       In Process    3-Medium    Title of report shows PY instead of FY                                                BW

38       In Process    3-Medium    Expected results to display as                                                        BW


39       In Process    3-Medium    Entering the pound sign (#) results in variable entry screen display                  BW


41       In Process    3-Medium    expect Not assigned to be displayed                                                   BW


46       In Process    3-Medium    Project def is empty, expected to see "not assisgend"                                 BW


52       In Process    3-Medium    Entering # in f ield generates variable entry screen                                  BW


64       In Process    3-Medium    Wildcard f or Fund not available                                                      BW


43       In Process    4-Low       runtime error selection box.                                                          BW
47       In Process    4-Low       WBS Heirarchy is displayed if hierarchy is checked and WBS Hierarchy is               BW
                                   selected f rom list. Maybe set WBS Heirarchy as def ault. if Flash List is lef t as
                                   def ault, WBS heirarchy won't display.
                                                                                                                                Page 128
                   SIT Pass 2 Results –
                   Open Defects as of 8/19/2005
Defect         Status       Severity                                         Summary                                   Category
  ID
73       New               2-High      OSS Note #346928 - 9998 postings on Budget Pool Transf ers                    Data
                                                                                                                     Structures
67       New               3-Medium    "NASA/" displays in the Cost Center                                           BW

68       New               3-Medium    Theme and Program not appearing correctly                                     BW


70       New               3-Medium    ":NASA/" still appears in Cost Center                                         BW


71       New               3-Medium    Report does not exist                                                         BW


72       New               3-Medium    No matching records were f ound f or the specif ied selection criteria.       BW


15       Ready to Retest   2-High      BW requires that PRPS f ields create change documents to support delta load   BW


63       Ready to Retest   2-High      ZCFIFM_CONV_PRPS - TRAVEL INDICATOR                                           BW


21       Ready to Retest   3-Medium    FY04 labels were not retained in TM- Deleted during EAI routine               BW


25       Ready to Retest   3-Medium    "NASA/" displayed f or Cost Center f ield when drilled into report            BW


35       Ready to Retest   3-Medium    Column title incorrect                                                        BW


40       Ready to Retest   3-Medium    Change BMC job f or Webtads Labor 20 to call only one job f or all centers    BW


51       Ready to Retest   3-Medium    Required f ield not added to nav block                                        BW


                                                                                                                            Page 129
           SIT Pass 2 Results –
           Open Defects as of 8/19/2005
•   Two open defects in the Data Structures & Cost Collection areas at
    the end of SIT Pass 2
      Defect 69 – Unable to process Bankcard transactions using PY2006 structure
         Potential risk: Bankcard interface unable to process the new NSM structure
         Mitigation: Defect retested successfully during first week of Pass 3
      Defect 73 – Pool transfer postings still posted to 9998 account
         Potential risk: Minimal as the 9998 postings net to zero
         Mitigation: SPL regeneration program executed and defect is closed; Step
           added to the PMI2 cutover plan for execution in Production
•   Following slides represent the updated status of those open defects
    at the end of SIT Pass 2




                                                                                  Page 130
                      SIT Pass 2 Results –
                      Open Defect Status as of 8/31/2005
Defect           Status     Severity                                         Summary                                           Category
  ID
30       Ready to Retest   2-High      Not able to see new/modif ied PMII queries                                            BW
42       Ready to Retest   2-High      Calculations incorrect                                                                BW
55       Fixed             2-High      Def ault drilldown f or WBS Level 2 is key & text -- should be key only               BW
59       Ready to Retest   2-High      theme on variable entry screen is linked to old theme not new theme                   BW

69       Fixed             2-High      Unable to save PY06 project f unds in P-Card                                          Cost
                                                                                                                             Collection
34       Ready to Retest   3-Medium    Title of report shows PY instead of FY                                                BW

38       Ready to Retest   3-Medium    Expected results to display as                                                        BW


39       Ready to Retest   3-Medium    Entering the pound sign (#) results in variable entry screen display                  BW


41       Ready to Retest   3-Medium    expect Not assigned to be displayed                                                   BW


46       Fixed             3-Medium    Project def is empty, expected to see "not assisgend"                                 BW


52       Ready to Retest   3-Medium    Entering # in f ield generates variable entry screen                                  BW


64       Fixed             3-Medium    Wildcard f or Fund not available                                                      BW


43       In Process        4-Low       runtime error selection box.                                                          BW
47       Fixed             4-Low       WBS Heirarchy is displayed if hierarchy is checked and WBS Hierarchy is               BW
                                       selected f rom list. Maybe set WBS Heirarchy as def ault. if Flash List is lef t as
                                       def ault, WBS heirarchy won't display.
                                                                                                                                    Page 131
                    SIT Pass 2 Results –
                    Open Defect Status as of 8/31/2005
Defect           Status     Severity                                         Summary                                   Category
  ID
73       Fixed             2-High      OSS Note #346928 - 9998 postings on Budget Pool Transf ers                    Data
                                                                                                                     Structures
67       Fixed             3-Medium    "NASA/" displays in the Cost Center                                           BW

68       Fixed             3-Medium    Theme and Program not appearing correctly                                     BW


70       Fixed             3-Medium    ":NASA/" still appears in Cost Center                                         BW


71       Fixed             3-Medium    Report does not exist                                                         BW


72       Closed            3-Medium    No matching records were f ound f or the specif ied selection criteria.       BW


15       Fixed             2-High      BW requires that PRPS f ields create change documents to support delta load   BW


63       Fixed             2-High      ZCFIFM_CONV_PRPS - TRAVEL INDICATOR                                           BW


21       Fixed             3-Medium    FY04 labels were not retained in TM- Deleted during EAI routine               BW


25       Fixed             3-Medium    "NASA/" displayed f or Cost Center f ield when drilled into report            BW


35       Ready to Retest   3-Medium    Column title incorrect                                                        BW


40       Ready to Retest   3-Medium    Change BMC job f or Webtads Labor 20 to call only one job f or all centers    BW


51       Fixed             3-Medium    Required f ield not added to nav block                                        BW


                                                                                                                            Page 132
SIT Pass 3 Test Plan Listing & Status
                and
     SIT Pass 3 Open Defects




                                        Page 133
                   SIT Pass 3 Test Plan Listing &
                   Status
Sort String                             Test Plan List                            NASA Owner   Accenture Owner   Status
DS01.01       General Master Data Creation                                    Cynthia Smith    John Schremp      Passed
DS01.02       Master Data Creation - Fund Center Extension                    Cynthia Smith    John Schremp      Passed
DS01.03       Master Data Creation - Fund Center Auto Load                    Cynthia Smith    John Schremp      Passed
DS01.04       Master Data Creation - Project WBS Extension                    Cynthia Smith    Rob Damian        Passed
DS01.05       Master Data Creation - Derivation Rules Auto Load               Cynthia Smith    John Schremp      Passed
DS01.06       Master Data Creation - Cost Center Extension                    Cynthia Smith    Chris Watson      Passed
DS01.07       Master Data Creation - Project Auto Load                        Cynthia Smith    Rob Damian        Passed
DS01.08       Master Data Creation - Cost Center Auto Load                    Cynthia Smith    Chris Watson      Passed
DS08.01       Investment Funding - PY05                                       Cynthia Smith    John Schremp      Passed
DS08.02       Investment Funding - PY06                                       Cynthia Smith    John Schremp      Passed
CC04.04       Commercial Contract Service - PY06                              Cynthia Smith    Joyce Meyer       Passed
CC05.01       CCR Extension with Existing Contract - JPL                      Cynthia Smith    Chris Watson      Failed
CC04.04       Commercial Contract Service - PY06                              Cynthia Smith    Joyce Meyer       Passed
CC05.01       CCR Extension with Existing Contract - SSC                      Cynthia Smith    Chris Watson      Passed
              Reimbursable Agreements Federal_Accounts Receivable Sales                        Chris Watson
CC01.02       Order - PY06                                                    Cynthia Smith                      Passed
CC01.02       Reimbursable Agreements Federal_Cost - PY06                     Cynthia Smith    Chris Watson      Passed
              Reimbursable Agreements Federal_Accounts Receivable Billing -                    Chris Watson
CC01.02       PY06                                                            Cynthia Smith                      Passed
CC11.02       Month end Processing-Consupmtion Data Load - PY06                                Chris Watson
                                                                              Cynthia Smith                      Passed


                                                                                                                     Page 134
                      SIT Pass 3 Results –
                      Open Defect Status
Defect        Status        Severity                                         Summary                            Category
  ID
39       Ready to Retest   3-Medium    Entering the pound sign (#) results in variable entry screen display   BW
42       Ready to Retest   2-High      Calculations incorrect                                                 BW
52       Ready to Retest   3-Medium    Entering # in f ield generates variable entry screen                   BW
165      In Process        3-Medium    JPL eCCR f ile will not process due to incorrect f ile f ormat         Cost
                                                                                                              Collection




                                                                                                                     Page 135
           SIT Pass 3 Results –
           Open Defects
•   One open defect in the Data Structures & Cost Collection areas at
    the end of SIT Pass 3
      Defect 165 – JPL eCCR file will not process due to incorrect file format
          Potential risk: JPL may not be able to process their CCR electronically for
           FY06 structures in November.
          Mitigation: The file format for JPL has been modified and successfully
           retested during SIT Pass 4. Another retest is required to complete the eCCR
           process including a BW extract.




                                                                                   Page 136
Master Data Creation
    Wanda Nelson




                       Page 137
        Workflow of SRs – PY05 and Prior

AWCS Data         Form/           Form/      Enters in SAP
 Element       SR Originator   SR Approver


Fund Centers      OCFO           OCFO        Full Cost Team


Project WBS                                   DTM Team

                 Centers          CBPL

 Derivation                                  Full Cost Team
  Rules




                                                              Page 138
            PY2006 and Forward

• Master Data Creation Interim process timeframes
    – Pre SAP and MdM Go-Live (pre 10/12)
    – Post SAP Go-live / Pre MdM Go-Live (10/12 – 10/28)
    – Post MdM Go-Live No Automated Interface (post
      10/28)
    – Post MdM Go-Live with Automated Interface (post
      01/06)



Note: All dates are tentative



                                                       Page 139
          Pre SAP Go-Live (tentatively
          10/12) Assumptions/Process
• Data Mapping POCs should submit all changes to the PMI 2 Data
  Mapping Team
   – The 9/15 P01 load changes must be identified and submitted by noon on
     10/4
   – Changes will be provided to CRCS-1 to ensure consistency
   – The Delta Load identified changes must follow the post 10/12 process
     (see following slide)
• The Data Mapping team will review, consolidate and identify the 9/15
  P01 changes to SAP prior to 10/12
   – The following type changes critical for execution may be applied:
      • T,L,P Indicator
      • Add Project
      • Modify Project for the following items only
            – Structure/Level change
       • Delete Project
       • Add/Modify Mission, Theme, Program
   – Any changes not identified as critical for execution, the Data Mapping
     team will generate a SR to CC for manual SAP and MdM processing
     post 10/12 until MdM Go-Live (tentatively 10/28)

                                                                              Page 140
Pre SAP Go-Live (tentatively
10/12) Process Flow




                               Page 141
           SAP Deployed and Pre MdM (10/12 –
           10/28) Assumptions/Process
• SAP will become the Interim System of Record for the PY06 NSM
  Budget Structure
• Final MdM Extract file is provided 10/12
• Access Database is no longer maintained after 10/12
    – No changes updated to Access Database
• All changes identified by the agency should be held for MdM
  processing until MdM is deployed (tentatively 10/28) except the
  following:
    – T,L,P Indicator
        • Allowed changes (T, L, P indicator) submitted via the SR Process to the
          Competency Center
        • Submit collected T,L,P changes in a file to the MdM team for update to the
          system
    – Emergency Process: Add Master Data Elements (Fund, Fund Center,
      Project/WBS Elements)
        • Emergency Request must be submitted from OCFO via SR request to the
          Competency Center
            – OCFO Representatives – Darrin Pate, Derek Wells
    – The Competency Center will continue to process SRs generated by the
      Data Mapping team prior to 10/12
        • See bullet from previous slide - Any changes not identified as critical for
          execution, the Data Mapping team will generate a SR to CC for manual SAP
          and MdM processing post 10/12 until MdM Go-Live (tentatively 10/28)         Page 142
          SAP Deployed and Pre MdM (10/12 – 10/28)
          Assumptions/Process Continued
• No changes allowed to Mission, Theme, Program, Project
  relationships (No hierarchy changes allowed in a program/fiscal year)
• The Competency Center generates a listing of SRs which identify the
  manual changes required in MdM
   – Competency Center will gather all the attachments to the SRs and
     forward to MdM to for updates
   – One time handoff on 10/25
   – MdM will make manual updates between 10/25 and 10/28
• Modify Remedy to add a radio button to SR form to identify PY05 and
  Prior versus PY06 and Forward




                                                                        Page 143
SAP Deployed and Pre MdM (10/12 –
10/28) Process Flow




                                    Page 144
           Proposed Workflow of SRs
           (10/12 – 10/28) PY06 and Forward
  NSM Data             Form/           Form/      Enters in SAP
  Elements          SR Originator   SR Approver


Project WBS,           OCFO           OCFO        Full Cost Team
Fund Centers,
  Derivation
    Rules
                                                   DTM Team
T, L, P Indicator     Centers          CBPL



                                                  Full Cost Team


      * Critical Changes Only – T, L, P Indicator &
      Emergency Process: New Project/WBS elements
                                                                   Page 145
           Post MdM Go-live & No Automated MdM to
           SAP Interface (tentatively 10/28)
           Assumptions /Process
• With the deployment of MdM, SAP will not longer be the Interim
  System of Record for the NSM coding structure
• MdM becomes the system of record
   – NSM element creation, maintenance, and approval will originate in MdM
• MdM Administrator will submit SR to Competency Center for NSM
  elements creation/maintenance in SAP
   – Attach file and/or template to SR for adds/modifies
   – SR is assumed to be approved since it is provided by the MdM Administrator
   – MdM responsible for documenting and confirming all approvals
   – Includes all changes except modifies to Mission/Theme/Program/Project
     relationships
• Competency Center update other master data elements based on the
  Project SR
   – Fund Center is created/updated if Mission, Theme, Program, or Project is
     created/updated, or new Performing Center is added to a Project
   – Derivation Rule is created/updated if Program, or Project is created/updated, or
     new Performing Center is added to a Project
   – Functional Area is created/updated if Program is created/updated
• Competency Center will not accept SRs for PY06 structure changes
  except those generated by the MdM Administrator
• Ensure delta changes during 10/12 – 10/28 is not sent to SAP again
                                                                                        Page 146
Post MdM Go-live & No Automated
Interface (tentatively 10/28) Process Flow




                                             Page 147
        Proposed Workflow of SRs
        (Post 10/28) PY06 and Forward
 NSM Data          Form/           Form/        Enters in SAP
 Elements       SR Originator   SR Approver


Project WBS,       MdM             MdM          Full Cost Team
Fund Centers,   Administrator   Administrator
  Derivation
    Rules




    * Fund Centers & Derivation Rules are derived
    based on Project WBS request from MdM
    Administrator



                                                                 Page 148
          Post MdM Go-live with Automated MdM to
          SAP Interface (tentatively scheduled 01/06)
          Assumptions/Process
• MdM continues to be the system of record
   – NSM element creation, maintenance, and approval will originate in MdM
• Approval of NSM elements in MdM by MdM Administrator will trigger
  the MdM interface
   – Interface logic will determine the creation and update of Project
     WBS/Fund Centers/Derivation Rules/Functional Areas in SAP
       • If all elements are successfully created/updated, interface record will
         “pass”
       • If only Project/WBS and Fund Centers are created/updated, interface
         record will “pass” with record written to error log
       • If Project/WBS and Fund Centers are not created/updated
         successfully, interface record will “fail” and be added to error log
   – SR to Competency Center no longer required
• MdM Interface Processor (Competency Center) will analyze the error
  log and work with MdM Administrator to determine corrections to
  failed records


                                                                             Page 149
Post MdM Go-live with Automated MdM to
SAP Interface (tentatively scheduled 01/06)
Process Flow




                                              Page 150

				
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