Univ of Illinois UI-integrate Project

Timeline for Design & Implementation of Financials, Student Administration & Human Resources as of July 10, 2002
Figure 1
2000 2001 2002 2003 2004
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
System Activity
HR Bio/Demo Data
1 ALL Functional Project Initiation and Work-planning converted Feb
2 ALL Functional Decision Support Confirmation4 2002
3 ALL Functional Recruiting/Backfill/Training Position Management live
4 A/F Functional Assess SCT's Fit to Alumni/Foundation's Requirements5 December
Budgets2003
live for FY05
Employee Relations
5 ALL Functional Document Management Reqts Def and Validation of OTG6 live Feb 2002live for all three
Recruiting
6 ALL Functional Configure Banner Validation tables (incl. General Person) campuses
7 HR Functional Design and Implement HR Biographic/Demographic Info
8 HR Functional Design and Implement Employee Relations
9 FIN Functional Define Chart of Accounts Admissions live for all three
10 SA Functional Design and Implement Recruiting and Admissions7 campuses First Banner FA
11 SA Functional Pre-Design, Policy Analysis, and Academic & Student Foundation Disbursement for AY'04
12 HR Functional Design and Implement Position/Compensation Management
13 HR Functional Design and Implement Applicant Tracking (On Hold)
14 HR Functional Design and Implement Benefits Administration
15 ALL Functional Design and Implement Campus Pipeline GL and associated
16 SA Functional Design and Implement Financial Aid financial systems
live for FY04 - July
17 FIN Functional Design and Implement Budgets 1
18 FIN Functional Design and Implement Full GL with new COA
19 FIN Functional Design and Implement AP S A/R & G A/R live
20 FIN Functional Design and Implement PO with new COA for Summer '03
21 FIN Functional Design and Implement Fixed Assets with COA
22 FIN Functional Design and Implement Grants/Contracts with new COA Catalog Design
Phase Ends/
23
24 SA/FIN Functional Design and Implement A/R (S A/R & G A/R) Implementation
25 HR Functional Design and Implement Employment Administration begins
Schedule Design
26 HR Functional Design and Implement Time & Attendance Reporting Phase Ends/
27 HR/FIN Functional Design and Implement Payroll Calculation, Adjustments and History Implementation
28 SA Functional Design and Implement Catalog/Schedule begins
29 SA Functional Design and Implement Pre-Registration Schedule Go-Live
30 SA Functional Design and Implement Registration
31 SA Functional Design and Implement Records
31a SA Functional Design and Implement Transfer Articulation
34 SA Functional Design and Implement CAPP

Design Phase (fit gap, conversion planning, setup table configuration, etc). Includes Design of SCT baseline UI modifications.
Implementation Phase (development, testing, etc.)
Catalog Go-Live
Milestone (e.g., go-live date, key business event)

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 Catalog Go-Live

NOTES - BY DATE
1) February is shaded to indicate SCT's planned release schedule of new functionality every 12 months. SCT's current release schedule is a minor release every 6 months, major release every 18 months.
2) All teams will engage in policy and planning activities prior to the design phase. This schedule focuses on design and implementation only.
3) Associated Web products, interfaces, workflow, reports and necessary 3rd party products will go-live with related modules
4) Confirmation of integration points and synchronization between DSS and ERP
5) Alumni/Foundation schedule is preliminary and subject to review
6) Document Management includes imaging, indexing, storage mgmt. and routing of documents. It involves the analysis of functional requirements and developing recommendations.
7) The Recruiting and Admissions implementation will include the necessary components of General Student
8) Partial Banner GL has Limited Reporting Capabilities
9) Planning for production support will take place in calendar year 2001 and involve representatives from all application teams.
10) Payroll Calculation and Payroll History combined into one team. Design Phase starts early (March 2002).
11) Bio Demo go-live date moved to 2/18/2002.
12) Employment Admin design phase start date moved to 1/02/2002.
13) Position and Compensation Module design phase extended through 3/29/2002.
14) Time and Attendance Module design phase moved to start March 2002.
15) Benefits design phase extended to May 2002 and implementation phase extended to December 31, 2003 to go live with Employment Admin.
16) PCA implementation phase extended to December 31, 2003 to go live with Employment Admin.

REVISIONS LIST
Revision 1
A - The design and implementation of Fixed Assets with the UFAS chart of accounts has been eliminated. Fixed Assets will go-live with the new GL and CoA in July 2003.
B - The Pre-Design, Policy Analysis, and Academic & Student Foundation activity was added for the Student Team.
C - The Student Registration et al activity was separated into five distinct activities all with the same milestone date.
Revision 2 - Feb 21, 2001
A - The design of Purchasing has been moved from beginning in Oct 2002 and ending in June 2003 to now beginning in October 2001 and ending in June 2002.
B - The design of Fixed Assets has been moved from beginning in Jan 2002 and ending in July 2002 to now beginning in October 2001 and ending in June 2002.
Revision 3 - Mar 5, 2001
A- Compensation Administration has combined with Position Management. The end date for the design phase has been extended from 10/1/01 to 12/31/01. Compensation Administration line was deleted from the timeline.
B - The Activity Description "Document Management Strategy" was modified and replaced with Document Requirements Definition and Validation of OTG. The notes - by date section was also modified
C - New releases of the SCT software is anticipated to occur every eighteen months vs. twelve months.
Revision 4 - May 2, 2001
A - The implementation date for PO was moved to July 2003 to correspond to the other Finance modules.
B - The implementation date for AP was moved to July 2003 to correspond to the other Finance modules.
Revision 5 - July 2, 2001
A- The design phase start dates for Finance modules (e.g. GL, Budget, Purchasing, AP, Fixed Assets) was moved from October 1, 2001 to August 1, 2001.
B- The Grants/Contracts with new COA design phase start date was moved from October 1, 2001 to July 2001.
C- The design effort and team for GL Conversion/Interfaces has been collapsed into the full GL with new COA.
D- The Functional Design and Implement Interface: Legacy GL to Partial Banner was deleted from the timeline.
Revision 6 - July 11, 2001
A- The design phase start date for the Financial Aid module was moved from November 1, 2001 to August 1, 2001.
B- The design phase start date for the Accounts Receivable module was moved from October 1, 2001 to August 1, 2001.
Revision 7 - September 5, 2001
A - The timeline for the Finance Team Budget module and the HR team Personnel Services Budgeting module has been combined.
B - The design phase start date for the combined Budget/Personnel Services Budgeting team was moved to December, 2001.
C - The implementation date for the combined Budget/Personnel Services Budgeting team was moved to April, 2004
D- The design phase end date for the Benefits Administration module was moved from December 31, 2001 to January 31, 2002.
E- The implementation phase start date for the Benefits Administration module was moved from January 1, 2002 to February 1, 2002.
F- The implementation phase end date for the Benefits Administration module was moved from June 30, 2002 to July 31 2002.
G - The Applicant Tracking design and implementation is on hold.
Revision 8 - October 3, 2001
A - The initial June conversion date for Professional Schools in the Recruiting and Admissions module was combined with the September, 2002 conversion date
Revision 9 - December 10, 2001
A - The design phase start date for the Payroll module was move from June 2002 to March 2002. The Payroll Calc and Payroll history and adjustment modules were combined into the Payroll Calc module.
Revision 10 - January 22, 2002
A - The start date for the design phase of the Employment Administration module was move December 2001 to January 2002. Implementation phase starts October 2002 and the go-live date does not change. Notified Steering Committee on Jan 9, 2002.
B - The go-live date for the Bio Demo module was changed from December 2001 to February 2002. Notified Steering Committee on Jan 9, 2002
Revision 11 - February 7, 2002

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 A - The design phase for Position and Compensation module was extended until March 2002. Notified Steering Committee on Feb 6, 2002
B - The design phase start date for the Time and Attendance Module was moved from June 2002 to March 2002. Notified Steering Committee on Feb 6, 2002.
Revision 12 - March 7, 2002
A - The design phase for Benefits was extended to May 2002 and implementation phase extended to December 31, 2003. Steering Committee notified on March 6. 2002.
B - Position and Compensation implementation phase extended to December 31, 2003.
C - Location Management (Housing) was removed. Banner Housing will not be implemented by the University of Illinois.
D - The Fin Aid design phase end date was adjusted to May 30, 2002.
E - The Records/Registration series of modules (line 28 - 31a) were adjusted to reflect the 5 areas of the RR Work Plan.
- The Design Phase start dates for Lines 28 - 31a were moved to March 2002
- Activity description on Line 28 was changed from 'Crse Catalog, Class Sched, Loc Mgmt.' to 'Catalog/Schedule'.
- 'Catalog/Schedule' (Line 28) includes the activities of 'Loc Mgt' and 'Faculty Load'.
- 'Catalog/Schedule' has 2 separate start and end dates for design and implementation as reflected in the timeline above.
- Activity description on Line 29 was changed from 'Registration, Acad Records, & Gen. Student' to 'Pre-Registration'
- Activity description on Line 30 'Transfer Articulation' was moved to line 32
- Activity description on Line 31 was changed from 'Graduation Processing' to 'Records'
- Line 31a was added to include 'Transfer Articulation'
- The Design Phase/Implementation Phase start and end dates for lines 28-31a were adjusted to correspond to the work plan for each of the 5 areas of Registration and Records.
Revision 13 - April 3, 2002
A - Line 32 'Design and Implement Faculty Load' was removed from the timeline.
B - Line 33 'Design and Implement Strategic Enrollment Management' was removed from the timeline.
Revision 14 - July 10, 2002
A - Line 10 'Design and Implement Recruiting and Admissions' was adjusted to show two separate go-live dates. In Sept, 2002, all three campuses will begin using Banner Recruiting. In late November/early December 2003, all three campuses will begin using Banner Admissions.
B - Line 10 'Design and Implement Budgets/Personnel Services Budgeting' was changed to 'Design and Implement Budgets'. The system for this module was changed from HR/Fin to Fin.

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AD14: HR Bio/Demo Data converted Feb 2002

AD15: Employee Relations live Feb 2002

AK17: Recruiting live for all three campuses

AM17: Admissions live for all three campuses

BC19:
Position Management live December 2003

AW23: First Banner FA Disbursement for AY'04

BF24: Budgets live for FY05

AV25: GL and associated financial systems live for FY04 - July 1

AV30: S A/R & G A/R live for Summer '03

AK35: Catalog Design Phase Ends/ Implementation begins

AN35: Schedule Design Phase Ends/ Implementation begins

AR35: Catalog Go-Live

AU35: Schedule Go-Live

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