FirstLink Project Update
IT Commission Meeting
Columbia Basin CC
04-10-14
What’s happening now?
• Business Process Change Analysis
• Data Cleanup, Conversion, and FirstLink Data Validation
• System Configuration
• System Integration and User Acceptance Testing
• Lean – Action Items
• Supporting Systems Analysis
• Data Management Advisory Committee
• PeopleSoft Gateway and Web Integration
• Training Schedule
• OCM Activities
IT Related Tasks and Opportunities
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Dbase
Reporting
Technical Training
Printing
Room Scheduling – 25Live from CollegeNet
Security
Demo Site - Sandbox
Evergreen ID Card System
Operating Systems and Desktop Configs for Peoplesoft:
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https://ctclink.sharepoint.com/OCM/SitePages/OCM%20Templates%20for%20Colleges.aspx
(Click on the folder titled “Operating Systems & Desktop Info” )
ctcLink Database and Reporting Environment (Original Design)
The ctcLink
Application
(ERP-TRX) –
CS/HCM/FSCM
The ctcLink
Application
(ERP-WAREHOUSE)
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EPM-CS
The ctcLink
Application
(ERP-TRX) –
HYPERION
ETL
The ctcLink
Application
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OBIEE/OBIA
Active Guard/Log Ship
(ETL)
College
Application 1
ETL
The ctcLink
Application
(ERP-REPORT) –
CS/HCM/FSCM
Operational Data
Store (ODS)
College
Application 2
College
Application 3
Data Pulled by College
ctcLink Database and Reporting Environment (draft current design)
The ctcLink
Application
(ERP-TRX) –
CS/HCM/FSCM
Log Push 20 Minutes
ETL
ctcLink OBIA
ODI ELT
ctcLink Replicated
Reporting
Environment
The ctcLink
Application
(ERP-TRX) –
HYPERION
College 1
ODS
Staging Area
using
Peoplesoft
Views
Ciber State
Reporting
Solution (under
review)
ODI ELT
Olympia WAREHOUSE
College 2
ODS
College 3
ODS
FirstLink: Tips, Tricks and Traps:
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Establish your college project team and roles early.
Data Conversion –
– Maintain communication flow between SMEs and SBCTC
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Be organized –
– Coordinating communications, files and reference material
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Dean and Administrative Assistants –
– Involve them – They are rock starts
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Communications –
– Make sure faculty/staff are signed up for the ctcLink blog, listservs, Office 365 site. Recommend
a local SharePoint site
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Office 365 Site: Lots of reference material
– Refer to Data Conversion Calendar, Flow Diagram and Process by Cycle
– Commission, workshop and presentation material
ctcLink Focus & Lean Sessions: See PPTs & Recordings on Office 365 site:
Review Foundation and Configuration Documents
FirstLink: Tips, Tricks and Traps cont’d:
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Some typical data conversion and configuration topics:
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CAMPUS SOLUTIONS: Bio-Demo cleanup, onboarding and offboarding, grading schemes, fixed
assets, room information, continuing ed, running start, prerequisites, transcripts, degree and
certificate info, footnotes, early alert, test scores, UATs to Student groups, waitlists, course
approval workflow
FINANCE: Vendor cleanup, PO conversion, dept. chartfield, GL, Budget development, AP config,
student fee code, grants & contracts, Dept crosswalks, e-procurement, 1099, fee codes, student
acct migration, Tuition fee pay status, journal entry, web credit card, Faid SAP, workstudy type,
tracking codes,
HUMAN CAPITAL MANAGEMENT: Bio Demo, leave & OT, pay scale range, faculty contracts, faculty
workload, NeoGov vs TAM, comp time rules, performance mgmt, time and leave, fiscal balances
Readiness Assessment: Top Priorities:
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Admit Students
Register Students
Award Financial Aid
Disburse Financial Aid
Process Payroll
Purchasing
Challenges and Risks
• Data Conversion - Migration from Legacy to PeopleSoft
• Finance Application - New chart of accounts, GL, Student
Financials (core to integration with all PeopleSoft modules)
• Database Access - New tools and database structure
• Reporting - New sources of information and tools
• User Acceptance Testing – Scheduled for June
• Time Compression - Organization change management, new
business processes
• Security - Creating new roles and permissions
• Training - Over 100 training courses to be delivered in July &
August for faculty, staff and students
College Trail Blazers
Dick Hol & Andy Duckworth
ctcLink Project Managers
The Real Rock Stars
The SBCTC and Ciber project team
And our Subject Matter Experts