Financial Systems Needs
Assessment
Project Update
Monthly Research Administrators Meeting
March 11, 2010
FSNA Project Status & Timeline
Project Status & Timeline
• Campus validation of processes and requirements
completed early December 2009
– Broad campus feedback received on requirements and
current business processes
• Information being used to establish priorities
• Alternatives analysis
• Implementation
• Business process redesign
2
FSNA Project Status & Timeline
Project Status & Timeline
• Technical requirements definition underway
• Documenting current technical environment and cataloging
interfaces
• Phase 2 Alternatives Analysis activities underway
–
–
–
–
Roll-up requirements and confirm priorities
Develop demonstration scripts & questionnaire
Define selection criteria and ranking
Develop Request for Information
3
FSNA Project Status & Timeline
Phase 2 Alternatives Analysis Scope
• Focus of Phase 1:
– Define what the UW needs in a new financial system
• Focus of Phase 2:
– Evaluate alternative systems against our needs and identify the best fit
for UW
• High-level Phase 2 Activities:
– Develop request for information (RFI) to solicit information from
vendors
– Develop and execute approach to assess open source solution (Kuali)
– Evaluate vendor responses and open source solution and make
recommendation for next steps
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Phase 2 High-Level Timeline & Status
DRAFT
11/09
12/09
01/10
02/10
03/10
04/10
05/10
06/10
07/10
08/10
09/10
10/10
11/10
12/10
Outstanding Phase 1 Deliverables
Complete Phase 1 Deliverables
•Technical Requirements
•Business Requirements
Today
•Business Process Redesign Framework
•Phase 2 Scope & Schedule
•Phase 2 Communication Strategy
Funding Strategy
Olympia Agrees w. Approach
Communication Strategy
Prepare Request for Information (RFI)
Release RFI
Vendor
Response
Kuali
Assessment
Develop Eval Decision Making Framework
Evaluate
Responses
Dependencies:
• Roadmap priorities/sequencing defined
• Funding sources defined
• Regent approval of Roadmap approach
• State approval of Roadmap approach
Next Steps Recommendation
Internal
Approval
Key
Project Activity
Project Milestone
Project Dependency
Prepare & Present to ISB
Feasibility Study
Acquisition Plan
Preliminary Investment Plan
ISB Meeting
ISB Approves
Recommendation
5
What to Expect In Phase 2 (Work in Process)
RFI Release
Core Team
Evaluation Committee:
• Core Team
• Other Members TBD
Approve
Business
Requirements
& Priorities
Review and
Approve
Sections of
RFI
Inform &
Recommend
DecisionMaking
Framework
Steering
Committee
Review & Evaluate
Kuali
Review & Evaluate
Vendor Responses
Inform &
Recommend
Evaluation
Criteria &
Weighting
Assess Evaluation
Results & Recommend
Solution
Financial
TAG
Procurements
Services
Steering
Committee
Executive
Sponsors
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Steering Committee Meeting Slides
Draft Evaluation Framework
Steering
Committee
Functional
Evaluation
Sub Team
Core Team
Members & SMEs
Next Steps
Recommendation
Technical
Evaluation
Sub Team
OIM/UW
Technology Reps,
Other TBD
Evaluation
Team
Core Team Members
Representatives from Sub Teams
Vendor
Questionnaire
Evaluation Sub
Team
Core Team
Members
Cost Proposal
Evaluation
Sub Team
Core Team
Members, UW IT
& SMEs
RFI Response Evaluation & Kuali Assessment
Written Responses; Demonstrations;
Reference Checks; Site Visits
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