The PeopleSoft Financials technical upgrade has commenced with 'go-live' scheduled for April 2018. This will deliver a number of benefits for the University including an enhanced, more mobile-friendly, user experience which will be achieved by actively engaging the Finance community, both within Finance and across the University. Finance services will be unaffected during the technical upgrade.
What is 'PeopleSoft Financials'?
PeopleSoft Financials refers to system 'modules' that many people access every day via links on the Finance website, or within the staff portal, to make a purchase, request payments, process reimbursements and submit travel requests. Some parts of these modules are accessible by Finance clients, while others are used internally within Finance to complete financial processes.
How will the technical upgrade affect Finance services?
During the upgrade process, Finance services will not be affected. This means you can continue to make purchases and access other services as you currently do via the portal and Finance website.
What can I expect to see change, and when?
This is a technical upgrade which means we are not introducing new functionality, for the most part. However, the broader Finance community, including general and Academic staff who access finance services via the online portal may benefit from some new features, such as the "fluid" user interface for some services (similar to what HR has implemented with the 'tiled' look and feel). This will enable easier and more mobile-friendly use, from go-live in April 2018 and in the future.
Who are you working with to make sure you get it right for everyone?
The project is actively engaging stakeholders via a Business Advisory Group (BAG) and Technology Stakeholder Group (TSG) with representatives from within Finance and across other areas (including INS, Campus Life, Academic Administration and HR) to proactively manage risks and to ensure collaboration in decision making. The project will also be forming a User Reference Group from August 2017 to include Finance clients, including Administrative staff and Academics, so they are well informed about the project and potential changes. Updates are being provided across various mediums to engage as many people as possible, including Corporate Services Campus Briefings, Griffith News Online, website updates and newsletters.
Where can I find out more information?
If you'd like to hear more or get involved, key contacts include the Project Manager, Venkat Ramayanam (x57804) and Change & Communications Manager, Anisha Verlinden (x56744). You can also sign up to our Yammer page for regular, bite-size updates here.
For anyone managing technical projects or initiatives that rely on PeopleSoft Financials...
If you have existing or future initiatives that rely on PeopleSoft Financials, please be aware that, as with all upgrade projects, there is a period where no new development can occur. This is referred to as our 'freeze' period. This may create new dependencies for your project or vice versa where you interface with PeopleSoft Financials or rely on data feeds.
For this project we have two freeze periods:
- Soft freeze (1 July 2017): No new development Projects in version 9.1; Critical business requirements for the projects (which are already in Development/SIT/UAT) which go into production before October 31, 2017 will be accommodated in the plan
- Hard freeze (1 November 2017): Complete freeze; Critical production fixes and regulatory fixes (as per approval from the Business Advisory Group) will be accommodated by exception.
All transactional data, e.g. user profiles, departmental security, configuration changes (BU/Set ID etc.), strings table and URL definitions can still be updated throughout the project. To discuss your particular initiatives, please contact either Venkat Ramayanam (x57804) or Kieran Dickenson (x55422).