State Software Redesign North Point ESC August 1

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State Software Redesign North Point ESC August 1, 2018

State Software Redesign North Point ESC August 1, 2018

Redesign Overview �Overall Project Status �Time Line �Pilot Purpose and Scope �Implementation Considerations �Reference

Redesign Overview �Overall Project Status �Time Line �Pilot Purpose and Scope �Implementation Considerations �Reference Tools �USPS/USAS What does it look like? What does it do differently? �Grid Functionality �Forecast �Reporting Capabilities

Overall Project Status �User Acceptance Testing (UAT) is ongoing �Two-Month Pilot Program is complete

Overall Project Status �User Acceptance Testing (UAT) is ongoing �Two-Month Pilot Program is complete �Project is operating under the guidance of the Fiscal Redesign Oversight Committee (FROC)

Overall Project Status �Additional requirements have been defined for Accounts Receivable and Equipment Inventory

Overall Project Status �Additional requirements have been defined for Accounts Receivable and Equipment Inventory �Accounts Receivable build project has begun �Project updates are being issued to District Treasurers, and also through the OASBO and SSDT Newsletters �Many ITC’s have requested demo instances

Timeline �Pilot Program – Completed �Adjust – September 2017 through January 2018 § Fix,

Timeline �Pilot Program – Completed �Adjust – September 2017 through January 2018 § Fix, correct, update, modify, enhance �First Wave Began – January - June 2018 § 3 ITC’s and 8 districts �Second Wave Begins – July - December 2018 § Includes additional ITCs and up to 20 some Districts �Waves Three Through Eight - Every Six Months § Includes up to 90 Districts per wave �Currently-Planned Classic Decommissioning § End of CY 2021 Note: these are tentative wave numbers

Implementation Considerations Key Processes: �Data Migration – No Data Conversion or Cleansing Required Can

Implementation Considerations Key Processes: �Data Migration – No Data Conversion or Cleansing Required Can migrate anytime during the month “ between payrolls” �User Training – Two to Three Days �Precertification authorization Dual entry for at least one payroll and one month end

Migration vs. Conversion Migration �All files moved from Classic to Redesign �Account code same

Migration vs. Conversion Migration �All files moved from Classic to Redesign �Account code same as classic �All data history is transferred Conversion �Data may need to be reentered into a new format �Data sets may be different S=single to 1=single �Account code may differ �History may not be accessible

Reference Tools https: //wiki. ssdt-ohio. org/display/p �User and Technical Documentation �Newsletters �Recordings

Reference Tools https: //wiki. ssdt-ohio. org/display/p �User and Technical Documentation �Newsletters �Recordings

Redesign What does it look like �Grid Format Customizable with ability to pull reports

Redesign What does it look like �Grid Format Customizable with ability to pull reports from the grid �Posting periods Open vs. Current �Canned Reports More complex with many choice options �Template Reports Less complex, easily customizable �Custom Report Generator Advance query, save query, pull in to report generator Write your own report or customize a template report Exports directly to PDF, Excel, HTML…

Grids can be: • Customized • Sorted • Filtered • Used for quick view

Grids can be: • Customized • Sorted • Filtered • Used for quick view • Used for detail view • Export to report in excel, pdf…. . . • Advanced query • Query can be saved to generate reports Grid View

Demonstrate USAS Process �Drop Down Menu �Receipt �PO with or without requisition �Invoice and

Demonstrate USAS Process �Drop Down Menu �Receipt �PO with or without requisition �Invoice and process check �Reconcile and un-reconcile check (auto reconcile) �Transfer and Advance and repay �Distribution / Error Correction

Demonstrate USAS Process �Ability to process in future month �Ability to rerun report in

Demonstrate USAS Process �Ability to process in future month �Ability to rerun report in past months �Invoice, refunds & requisitions have Legacy version Refunds have recently been rewritten into the Redesign �Activity Ledger Grid Provides similar access as EIEIO but with printable reports

Demonstrate USPS Process �Drop Down Menu �Job Calendar review �Dashboard – show each area

Demonstrate USPS Process �Drop Down Menu �Job Calendar review �Dashboard – show each area �Modify Payroll by Paygroup �Modify and Unpost and Repost Payroll �USAS can return payroll for correction before posting to USAS accounts

Forecast What does it look like �Grid Format �Generated in CSV Excel �Forecast lines

Forecast What does it look like �Grid Format �Generated in CSV Excel �Forecast lines show on Revenue codes Expenditure codes

Forecast What does it look like

Forecast What does it look like

Forecast Line Items Revenue Expenditures

Forecast Line Items Revenue Expenditures

Reports: • Canned • Template • Custom Generated • • • PDF Excel HTML

Reports: • Canned • Template • Custom Generated • • • PDF Excel HTML Canned Reports USPS

Reports: • Canned • Template • Custom Generated • • • PDF Excel HTML

Reports: • Canned • Template • Custom Generated • • • PDF Excel HTML Template Reports USPS

Reports: • Canned • Template • Custom Generated • • • PDF Excel HTML

Reports: • Canned • Template • Custom Generated • • • PDF Excel HTML Canned Reports USAS

Reports: • Canned • Template • Custom Generated • • • PDF Excel HTML

Reports: • Canned • Template • Custom Generated • • • PDF Excel HTML Canned Reports USAS

Report Manager �Generate and download reports �Email report definitions to other Districts �Upload report

Report Manager �Generate and download reports �Email report definitions to other Districts �Upload report definitions from other Districts �Download to various outputs Excel, PDF etc. Example next slide �Share reports with others within your district Advisors Principals

Top Ten �Ability to reopen “current period” for corrections �Ability to have multiple “posting”

Top Ten �Ability to reopen “current period” for corrections �Ability to have multiple “posting” periods open �Ability to delete payroll without loss of exception �Ability to be in multiple working screens �Ability to pull reports directly into Excel �Ability to customize individuals grids �Auto population of account codes �Employee Dashboard �Web based operating system

Thank You �Wiki Demo: https: //prod-usas. demo. ssdt. io/vui/login/#!login-page https: //prod-usps. demo. ssdt. io/vui/login/#!login-page

Thank You �Wiki Demo: https: //prod-usas. demo. ssdt. io/vui/login/#!login-page https: //prod-usps. demo. ssdt. io/vui/login/#!login-page �Questions?