Full House Project

In order to remain supported by Oracle, it is critical that we stay current with the version of PeopleTools our PeopleSoft applications are running on. The PeopleTools upgrade project was officially kicked off at the Full House Project Kick-off meeting on July 9, 2015. HCM is the first PeopleSoft Application at BGSU to be upgraded to the latest PeopleTools version (8.54), followed by our financial system (FMS) upgrade, and then our Campus Solutions (CMS) system PeopleTools upgrade completing the upgrade cycle. The schedule presented ensures that all three ERP applications will be upgraded prior to the PeopleTools version 8.53 desupport date in July 2016.

FMS PeopleTools 8.54 Upgrade

Go Live Weekend: February 26-28, 2016

Project Documents

FMS PeopleTools 8.54 Project Dashboard

FMS PeopleTools 8.54 Upgrade Timeline

FMS PeopleTools 8.54 Upgrade Project Scope

FMS PeopleTools 8.54 Upgrade Kick-off

Review the PeopleTools 8.54 Upgrade Timeline

CSS PeopleTools 8.54 Upgrade

Go Live Weekend: June 10-12, 2016

Project Documents

CSS PeopleTools 8.54 Project Dashboard

CSS PeopleTools 8.54 Upgrade Timeline

CSS PeopleTools 8.54 Upgrade Project Scope

CSS PeopleTools 8.54 Upgrade Kick-off

CSS PeopleTools 8.54 Communication Plan

The objective for the Access BGSU project is to provide BGSU students with a means for sharing important information with their designated proxy. The student will initiate the process and invite the proxy of their choice (parent, guardian, spouse, etc.) to accept the offer to view student and financial information. The proxy will be granted view-only access to specific information that the student chooses to share. Transactions that could be shared are:

• Student Grades
• Student Financial Aid Awards
• CashNet
• To Do List
• Holds

Documentation:

• Access BGSU Project Overview Presentation
• Access BGSU Project Dashboard
• Access BGSU Project Scope

This project has a go live date of March 21, 2016

Business Automation can be defined as the automation of complex business processes and functions beyond conventional data manipulation and record-keeping activities, usually through the use of advanced technologies. To learn more about the Business Automation worksheet, visit the webpage below.

Visit the Business Automation Webpage

The FUND project objective is to have University Advancement financial business processes removed from the Agresso application and operational in PeopleSoft Financial Management System (FMS) by July 3, 2016.

Project Scope:

• Implement the BGSU Foundation and the new Falcon Foundation business units within FMS 9.1
• Set-up a new chart of accounts for the Foundation business units
• Both business units will be configured in the exact same manner, the only difference will be the beginning 2017 balances
• A new Agilon One environment will be placed into an "Inquiry" mdoe to allow for review of historical data
• The Alumni Association will be setup on Quick Books for financial accounting
• WBGU will utilize a new application (FMS) for gift processing

Documentation:

• FUND Project Overview
• FUND Project Roadmap
• FUND Project Governance Structure
  

Falcon Info: STARS (Enterprise Reporting) provides analytical reporting on critical aspects of University operations in order to increase the effectiveness of strategic decision making. STARS not only answers the Who, What, When, and Where of University operations; it cross-references this information to derive Why specific situation and actions lead to corresponding outcomes. Data can be analyzed over time to establish trends and better predict future opportunities.

All user interaction with the reporting tool is point-and-click mouse driven. Training will be provided to ensure all users have the knowledge and resources to effectively create and present reports.

Data is fed to the system nightly from the University's PeopleSoft source system allowing for data within the system to be current for each 24 hour period. The university is using the Oracle Business Intelligence Enterprise Edition as the presentation tool for all analytical reports.

View the Falcon Info: STARS Webpage

Date: Wednesday, February 17, 2016

Time: 2:00-3:00pm

Location: 101 Business Administration

Overview:

This open forum will focus on Access BGSU, the new feature coming March 2016 that will provide BGSU students with a means for sharing data such as Grades, Billing/Payment information, Financial Aid Awards, Holds and To Do’s with a designated proxy. During this forum attendees can expect to receive a high level overview of the tool as well as a demonstration on how the feature will be used. Representatives from the Office of the Bursar and Student Financial Aid will be present to share more information and to field questions.

We look forward to sharing this exciting new service with you!

Firelands personnel are invited to attend via WebEx. To obtain WebEx information or to ask any questions regarding the open forum, please send an email to: FullHouse@bgsu.edu.