November, 2015
Agenda
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PeopleSoft History at Emory
Program Governance
Why Upgrade Now?
Program Guiding Principles
Project Status
What Does This Mean for Me?
Stay Connected
Communications Council
Accounts Payable Business Cases
Travel & Expense Business Cases
General Ledger Business Cases
Reporting Business Cases
SmartKey/SpeedType Business Cases
Grants Management – Compass Outreach Session Agenda
Website Navigation
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Compass (PeopleSoft) History at Emory
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Compass is Emory’s PeopleSoft financial system
Compass serves both the University and Healthcare entities
Compass was implemented in September, 2009
Compass has more than 17,000 users
2009
2014
Compass
Implementation
Version 9.0
PeopleTools &
Infrastructure
Upgrade
2012
2015-2017
Emory Business
Intelligence (EBI)
Launch
Compass Upgrade
Version 9.2
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Program Governance
Executive Committee
Provides the highest level of oversight for the project, governed by a charter, which details its function and scope.
Provides approval to project change requests, budget requests, or policy/procedure recommendations submitted by
the Steering Committee. Meets monthly to consider issues raised by the Steering Committee.
Steering Committee
Reviews the business needs of the Emory community and scope recommendations from the Project Leadership
Team ensure alignment of the two are achieved to the highest degree possible. Serves as a liaison between the user
community and the project team. Makes recommendations to the Executive Committee, the project team and the
user community to improve the functionality of the system.
Project Leadership Team
Composed of functional and technical subject matter experts from the Emory community and supported by
consulting partners. Makes operational decisions, defines the optimal cross-functional system design, and
recommends scope and process changes for Steering Committee consideration. Ensures the expressed business
needs of the users are considered.
Work Stream Leads
The Work Stream Leads drive the overall design, testing, and implementation of new Compass Upgrade
functionality. They provide input on business decisions and processes that affect the design of the system and
address the implications of business changes across the University and Healthcare organizations.
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Why Upgrade Now?
Provide continuous operational improvements to the University
and Healthcare communities.
Optimize our investment in the system and take advantage of improved PeopleSoft functionality.
Pursue opportunities to reduce our cost of ownership through a
reduction of customizations.
Try to provide more intuitive user interactions and expand
functionality to better support business needs.
Evaluate opportunities for process improvements.
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Program Guiding Principles
Promote shared ownership, collaboration, and communication
Fully evaluate functionality and impacts
Represent the enterprise (University & Healthcare)
Be transparent
Understand the business need and consequences in every decision
Consider impact to constituents and related budgets
Encourage improved functionality, safeguarding valued existing solutions
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Project Status
We are here
TM1
Module/Suite
10 weeks:
9/28/15 – 12/11/15
TM2
PSFT System Test
10 weeks:
1/4/16 – 3/11/16
TM3
Full End to End
12 weeks:
3/21/16 – 6/10/16
TM4
User Acceptance
12 weeks:
6/20-16 – 9/9/16
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What Does this Mean to Me?
Now
Pay attention to communications (i.e., newsletters, etc.)
• Monitor the Compass Upgrade Website: www.upgrade.compass.emory.edu
• Key support team members could have project responsibilities as well
Near Term
Be diligent about preparing for the change
• Take advantage of learning opportunities as they are communicated
• Participate in business process change reviews
Future
Screens will be different. 9.2 has a lot of user benefits which means it is different!
• How we do our work will change
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Be in the Know. Stay Connected
Compass Outreach Sessions
ATTEND.
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Topics change quarterly
Sessions set-up across Campus for convenience
Register on the Compass upgrade website
Win prizes
upgrade.compass.emory.edu
VISIT.
YAMMER.
READ.
REACH OUT.
MEET THEM
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Review project background and team members
Keep current with the latest news & see listening tour updates
Catch-up and review presentations & recordings of past sessions
Register for training information in the coming months
yammer.com/emory.edu
• Emory is using Yammer to share, discuss projects, and get work done faster
• Keep current with the latest news & talk
Compass Insight newsletter (bi-monthly) to the Compass Users ListServ
Contact compassupgrade@emory.edu to get on the ListServ
Send emails to compassupgrade@emory.edu
For any questions, comments, concerns
Communications Council Members
• Division level contacts who communicate key Upgrade messages within
the department or division.
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What is a Communications Council?
The Communications Council is a group of influencers & peers that visibly lead change and
provide feedback around the Compass Upgrade. They are the BRIDGE to the business end
users who are impacted by the changes.
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What Do They Do?
Reinforce key behaviors related to adoption and use of Compass
Help communicate key messages by cascading information to your teams
Conduct meetings with your teams to share important information about the Compass Upgrade rollout and
training
Collect feedback from the ground and share feedback with project team on the Compass Upgrade perception and
questions
Attend bi-monthly Communications Council meetings
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Communications Council Members
Name
Division
Name
Division
Audrey Turner
President's Office
Holly Crenshaw
LITS: Library and IT Services
Chuck A. McConnell
Exec.V.P. for Health Affairs
Janey Wilcox
Constance Nagle
Debbie Howell
(Quesenberry)
Diane Foley
School of Medicine
Goizueta Business School
Liz Daunt Samford
Galileu Carvalho
Yerkes National Primate
Research
Emory Healthcare Inc.
School of Medicine/Emory Clinic
Campus Life Activities
Emory College
Solomon Ejigu
Stacy Johnson
Ronald Rezendes
Perry Breazeale
Rita Frazier
Roman Damena
Affiliated Organizations
School of Medicine
Candler School of Theology
Emory University Hospital
School of Medicine
School Of Nursing
Lynn Kenney (Dona Lynn
Kenney)
Denise Walker
Paul Byrnes
Phyllis Peninger
Rhonda Burke
Debbie Longo
Starlyss McSlade
Sherri Meador
LITS: Library and IT Services
Wade Moricle
LITS: Library and IT Services
Demetrice Bryant
Office of Research Admin
Wayne Barnes
Human Resources
Stephanie Allen
Susan Henschen
Allison C Rollins
Oxford College
LITS: Library and IT Services
Emory College
Katherine Weingart
Lori Ronalder
RAS
Healthcare
Nelson Shaffer
Assoc Director, Finance, CS
Parking Services
EHI PGP Finance
Graduate School
School Of Public Health
School Of Public Health
Human Resources
Internal Audit
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Accounts Payable – Business Cases
Accounts Payable Business Cases
Payment Request
Vendor Name Audit
Procurement Card
Vendor Validations
Check Printing and Single Pay Card
Vendor Attachments
Supplier Audit
Supplier Hierarchy
AP Operational Dashboard
Check the website: upgrade.compass.emory.edu
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Travel & Expense – Business Cases
Check the website: upgrade.compass.emory.edu
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General Ledger – Business Cases
Check the website: upgrade.compass.emory.edu
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Unified Reporting Business Case
Check the website: upgrade.compass.emory.edu
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Smart Key / SpeedType Business Case
Check the website: upgrade.compass.emory.edu
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Grants - Compass Outreach Session Details
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Compass Outreach Sessions
Did you miss a Session?
No problem! Stay up-to-date and informed by listening to a recorded
meeting and/or downloading the PowerPoint slides.
DATE
May-June 2015
July - August
October - November
January - February
Spring 2016
MODULE/TOPIC
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Accounts Payable
Travel & Expenses
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Video Recording
PowerPoint Slides
Parking Lot Q&A
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SpeedType/SmartKey
General Ledger
Reporting
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Video Recording
PowerPoint Slides
Parking Lot Q&A
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8 Locations
Register on the website
Grants Management
Workflow
WorkCenters
ARBI (wire claim enhancements)
Transition – Training Plan
AP and TE Updates
Interactive Labs
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Website Navigation
upgrade.compass.emory.edu
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Parking Lots
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UPGRADE.COMPASS.EMORY.EDU
For a compiled list of all of the questions asked Compass Outreach Session, check
the website.
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