Implementation

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SHARE Financials Upgrade To Release 9.2

David Holmes SHARE Director PCC Presentation March 27, 2013 1

   

SHARE Financials Upgrade Value Proposition

Will reduce maintenance costs, improve support, implement fixes and provide the state with new and enhanced financials capabilities Significant enhancements in the latest release 9.2 of PeopleSoft Financials will benefit the state including Treasury, Cash Management and FHWA Billing Includes federal regulatory enhancements and will increase the effectiveness and compliance of the state’s SHARE implementation Improved Application Navigation, Look & Feel 2

PeopleSoft Release Levels

   SHARE current application levels are Financials 8.8 and Human Capital Management (HCM) 8.9

The PeopleSoft latest release levels are 9.2 for both Financials and HCM as of March 22, 2013

The SHARE releases of Financial Management and HCM are

no longer supported by Oracle

 For the current SHARE release levels Oracle no longer provides new updates, fixes, security alerts, data fixes, critical patch updates, or new tax, legal, and regulatory updates.

3

Upgrade Approach

Use consulting services to deliver the Upgrade Project & use the Oracle Upgrade Lab to perform the upgrade:   

Change Management & Training

  Assessment of Current State Leverage SHARE University – Training needs assessments, design & evaluation  Stakeholder Communication, Outreach & Engagement

Delta Analysis

 Delta Analysis – Finding deltas in SHARE functionality from 8.8 to 9.2

  Business Processes & Customization Review Determine final To-Be business processes

Implementation

   Design and Development Manage & Leverage the Oracle Upgrade Lab efforts Data Migration & Cleaning    Testing, Testing, Testing Training & Job Aide Development & Delivery Obtain

required

FHWA certification of NMDOT FHWA Billing in Release 9.2

4

Financial Upgrade Budget

PHASES

Initiating Planning Implementing Closing

TOTAL PLANNED CERTIFICATION DATE

June 2012 June 2012 April 2013 April 2014

AMOUNT

$164K $801K $3,714K TBD

$4,679,000.00

Includes significant NMDOT contributions to benefit their vital FHWA Billing processing

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Certification Request $585K FY13 Funds & Move to Implementation Phase

PHASE

Initiation & Planning

Implemention

TOTAL CERTIFICATION DATE AMOUNT

June 2012

March 2013 Request (FY13 Funds Only)

FY 13

$800,000

SHARE ERF $87,000 DOT Funds $498,000 TOTAL $585,000

$1,385,000

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Financials Upgrade Timeline

Initiation & Planning

12/1/12 3/1/13

Implementation & Closeout

4/1/13 7/1/13 1/1/14

Project Mgmt.

Functional Change Mgmt.

Technical Upgrade Lab

3/1/14

Target Go Live

Close

SHARE Financials Upgrade Recent Activity:

 Project Manager on-board  PMP Built  Oracle Lab

(contract in process)

 Oracle Delta Analysis

(contract in process)

 ERP Professional Services Statewide Pricing Agreement being established by SHARE  Includes SHARE Program-wide ERP IV&V services 8

SHARE Financials Upgrade

Q & A

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