Professional Documents
Culture Documents
The attached Project Plan has been reviewed and is approved for execution by the undersigned.
Administrative Information
AIS
Project Title: System
Project Working Title:
Implementation
Project
S/0/F
Signature
7/26/06
Date
Jo Jo Martin
Project Sponsor
Signature
Date
Name
Project Plan
A. General Information
Provide basic information about the project including: Project Title The proper name used to identify this project;
Project Working Title The working name or acronym that will be used for the project; Proponent Secretary The
Secretary to whom the proponent agency is assigned or the Secretary that is sponsoring an enterprise project;
Proponent Agency The agency that will be responsible for the management of the project; Prepared by The
person(s) preparing this document; Date/Control Number The date the plan is finalized and the change or
configuration item control number assigned.
Project Title:
Proponent
Secretary:
Education
Prepared by:
Project Working
Title:
Proponent Agency:
Bob Swab
Date / Control
Number:
AIS
Implementation
Project
Virginia
Community
College System
June
2006
B. Points of Contact
List the principal individuals who may be contacted for information regarding the project.
Position
Project Sponsor
Program Manager
Project Manager
Title/Name/Organization
Phone
Karen Petersen,
(804) 819 -4910
Executive Vice Chancellor
Jo Jo Martin, Director of
(804) 819-4680
Project Management and
Administrative Services,
ITS
Bob Swab, Project Manager, (336) 416-7922
BearingPoint
kpetersen@vccs.edu
jmartin@vccs.edu
robert.swab@bearingpo
int.com
C. Contractor Information
Identify each company contracted to work on this project and list the names, telephone numbers, and email
addresses for the representatives of each company.
Name
Phone
Tami Perriello,
(703) 623-9380 tami.perriello@bearingpoint.com
Managing
Managing
Director,
Director
BearingPoint
(336) 416-7922 robert.swab@bearingpoint.com
Project Manager Bob Swab, Project
Manager, BearingPoint
D. Project Plan Summary
1. Business Problem
Insert the Business Problem as stated in the Project Charter (Section C).
The current financial management system utilized by the Virginia Community College System (VCCS)
employs obsolete technology, which limits the expansion of functionality necessary to remain competitive
in the higher education market and to meet VCCS educational and public service missions. VCCS uses a
fixed asset inventory system, which is not integrated with the financial management system. The fixed
asset system requires extensive manual processing, reconciliation activities, and additional reporting. To
address these problems, VCCS plans to implement commercial software for financial management. The
proposed system will provide self-service access and business process support to students, faculty, and
staff and improve workflow for major financial functions performed throughout the VCCS colleges and
Central Office. Enhanced interoperability with other VCCS internal and external application systems will
provide additional benefits from information sharing, elimination of redundant data entry, and business
process improvement.
The capabilities of the PeopleSoft financial module will support reengineering efforts and business
process improvements. The reduction in manual reconciliations and processing will result in a significant
cost savings for the 23 colleges represented in this project.
Five critical business processes were researched and benchmarked during the requirements definition and
are listed below.
Finance, Accounts Payable, Online Query/Reporting
1. Weekly manually keying data into Excel Spreadsheets from the FRS system
General Ledger Interface
2. Daily transferring the data from the ATV report (SIS to accounting system)
3. Daily reconciling the ATV transactions from the SIS/FRS GL interface
Asset Management
4. Account payable to fixed asset coordination
Travel and Expenses
5. Completing, copying and getting signatures on your travel and expense vouchers
In addition to these, 28 other business processes will be re-engineered to improve administrative
efficiency and effectiveness.
2. Assumptions
List the Assumptions made about the project in the Project Charter (Section D). List and identify any changes to the
original assumptions or additional assumptions made during project planning.
The following list represents the teams goals and objectives in implementing PeopleSoft
Finance Module at VCCS:
Facilitate communication
Establish and improve analytics
Increase the efficiency of business operations
Promote data-driven decision-making
Targeted automation/integration
Improve Change Management capabilities of the organization
Facilitate access to business data and reporting
Enhance access to the business systems
3. Project Description
Provide the Project Description stated in the Project Charter (Section E). If there are changes to the
Description because of Project Planning, clearly identify the changes or additions made to the Project
Description.
4. Project Scope
Preliminary Scope and Consultant Staffing by Phase
Phase
Phase I
Go Live Date
7/1/07
General Ledger
Modules
Accounts Payable (Payments)
CARS interface/reconciliation
CIPPS interface
Budget Load
SIS interface
Local check production
Reporting
History conversions (balances
forward plus one year of details
where possible)
Phase II
12/1/07
Asset Management
Travel & Expense
Provide the Project Scope found in the Project Charter (Section E) and identify any additions or changes
resulting from detailed Project Planning
Accounts Payable
Business Processes Supported Phase I
Payment Processing
Generate payments
Record expenses process (no central check production)
Liquidate encumbrances through payment
General ledger interface
Integration with purchasing (vendor)
Interface to/from CARS for payment information
Produce local checks
Support two way matching for payment approval
Reporting
Replacement of necessary existing accounts payable reports in production
Security
Initial setup
Maintenance process
Integration
Portal/finance portal pack
Business Processes Supported Phase II
Interface with Asset Management (asset values)
Interface with Travel & Expense (payment)
Purchasing
Business Processes Supported Phase I
Purchasing Processes
Create and maintain vendors files for System-wide and College use
Generate purchase orders (create encumbrances, support payment two-way match)
Track monitored purchases (e.g., haz-mats for labs)
Reporting
Security
Initial setup
Maintenance process
Integration
Portal/finance portal pack
5.1 Financial
Performance
Standard
Performance
Measurement
5.2 Non-Financial Key work products and deliverables were pulled directly from the
Implementation Service SOW for BearingPoint.
Work Product/Deliverable
Descriptions
Performance
Measurement
Plan
Detailed Project Plan, WBS
and Schedule (D1,D23, D24,
D25)
Business Process
Deliver Business Process
Inventory (D3)
Infrastructure/Product
Installation
Finalize Infrastructure Plans
Data Conversion
Data Conversion Final
Validation (D19)
Project Management
Services
Project Status Reports and
Meetings
Testing
Prepare Multi-Unit Test
Summary Report
Prepare System Test Summary The Systems Test Summary Report is prepared and accepted as
complete by VCCS no later than 4/30/07.
Report
Prepare Performance Test
Summary Report
Training
Training Plan and Schedule
(D30)
PeopleSoft Security
PeopleSoft Security,
Permission List, and Role
Configuration (WP36)
Post-Implementation
Production Support
IV&V
IV & V Strategy and Timeline
developed for AIS project.
10
Phase / Activity
Date
6/15/2006 - 10/2/2006
10/2/2006 3/28/2007
4/2/2007 5/30/2007
5/30/2007 6/28/2007
7/2/2007 8/29/2007
9/3/2007
11
38,509
152,429
FY 2007
FY 2008
FY 2009
Total
407,003
191,965
637,477
527,850
307,913
835,763
3,765,365
2,135,176
6,052,971
75,000
75,000
250,000
250,000
250,000
750,000
Oracle Services
18,000
25,000
20,000
63,000
5,000
10,000
8,000
23,000
16,500
9,625
26,125
156,000
91,000
247,000
Training
PM Support &
IV&V
Cost included in
Services
18,000
117,000
67,500
202,500
$730,337 has been
included in
Consulting
Services and
Oracle Services
for contingency
based on identified
risks.
Contingency
(Risk)
Total
Comments
556,938
5,274,719
50% [ ]
8,912,835
3,081,179
60% [ ]
12
70% [ ]
80% [ ]
90% [ X ]
There are six primary activities in the Risk Management process, all of which will be:
Risk Identification Continuous efforts to capture, acknowledge, and document risks as they
are found.
Risk Analysis An evaluation of each identified risk to estimate the probability of occurrence,
severity of impact, timeframe of expected occurrence, triggers for mitigation actions,
classification of related risks, and priority ranking.
Risk Planning Establishes actions, plans, and approaches for addressing risks and assigns
responsibilities and schedules for completion. Metrics for determining the risk status are also
defined during this step.
Risk Tracking Document risk status and monitor progress against the mitigation plan.
Risk Communication A consistent effort to document the risk status in the risk assessment
log throughout all steps in the project and to communicate that risk status to all appropriate
parties.
13
Description
Probability
%
Impact
1= low
3 = high
Mitigation Strategy
100%
Resistance to organizational
change
60%
Lack of acceptance of
reengineered business
processes
50%
25%
100%
14
15