myUFL Financial Systems Upgrade Communication Partners Feedback Meeting August 25th and Sept 1st, 2010 Agenda • Preview Session Feedback • Reporting Strategy and Update – Enterprise Reporting – Indirect Users – PS Queries • Security Update • Questions and Answers Preview Session Feedback • Preview Sessions • 7 sessions, 400 participants at instructor-led session • Online now available, myUFL.edu: Course PST150 • Evaluative data • By and large positive (same feedback received in survey), • most participants appreciated the overview and were glad to see the types of changes • Negative feedback typically was related to an interest for more detail, • Which will be provided via training later this year Survey Feedback • Enjoyed preview of content and upcoming changes • Interested in hearing more about – • Reporting • PS Queries • Security • Testing • More detailed and specific module Training • Preferred delivery method – • Training 42.1% • Topic Webcasts 10.5% • Feedback sessions with Outreach team 10.5% Preview Session Questions? AskGrady@ufl.edu Reporting Strategy • Improved Financial Data Warehouse – Delivering more timely (next day) data to a warehouse that is more flexible and extendable – Improved access to query data from the data warehouse and data products, such as FIT – Friendlier end-user reporting packages better for ad-hoc reporting • Enterprise Reporting – upgrade to Cognos 8 – Transition current major reporting content to new platform (FIT/MFR) – Enhanced query interface with upgraded reporting toolset – Quicker access and reduced waiting time for reports to return results due to increased capacity Reporting Update • Testing Timeline • FIT/MFR Report testing by Workgroups in September • Campus testing later in the fall • Continue development of subsystem reports • Sponsored Research and Purchasing • Expectations of Communication Partners? • Inform areas when they can start testing and practicing with their reports in the Beta system Indirect Users • What are indirect users of the Financials system? • Using Warehouse data extracts; ex: COM, PPD, COB. • Reporting Workgroup is identifying indirect users • Indirect Users invited to test, dates coming up • Expectations of Communication Partners? • Review indirect user list, and verify representatives from your areas have been identified. Testing forthcoming. • Do you depend on direct extracts from the Finance system? – let’s discuss … Indirect Users (to be posted to upgrade site) Reporting Questions? firstname.lastname@example.org PS Query Update • Defined most frequently used queries, along with others identified as important for campus users • Removing unused queries to build a usable inventory • List of queries approximately 650 to be migrated • Users will be invited to test and practice in Beta • Public queries – Enterprise Systems will ensure it works • Private queries – Person listed is responsible for transition • Expectations of Communication Partners? • Review PS Query list, and advise if we need to add queries that your area uses regularly PS Query List- http://upgrade.my.ufl.edu/ PS Query List- http://upgrade.my.ufl.edu/ PS Query List- http://upgrade.my.ufl.edu/ PS Query Questions? AskGrady@ufl.edu Security Update • Opportunity to cleanup Roles • Clear definitions and easier to assign • Reduced Finance Roles from 175 to 60 • 60 roles : 45 for Core offices, and 15 for departments • Addition of Universal Inquiry Role • Roles will have to be re-requested before go-live • Expectations of Communication Partners? • Review Security Roles and advise DSAs & Approvers start to reexamine which roles to assign Security Roles Security Questions? UpgradeSecurity@ bridges.ufl.edu Communication Partners How can you help? To communicate to your area what’s coming – please forward to the appropriate person that needs to review and advise 1. Reporting: Inform users of upcoming FIT/MFR Reports testing to begin in early Fall 2. Indirect Users: Review and verify 3. PS Query: Review and advise 4. Security: Review Roles and advise DSAs and approvers *Indirect Users, Queries, Security Roles to be posted to the Upgrade Site Additional Questions? Keeping Current = Good Business We are working hard to make sure the myUFL Financial Systems work for you—now and in the future.