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Showing posts with label UPK. Show all posts
Showing posts with label UPK. Show all posts

Monday, July 29, 2013

ESUP Update, 7/29 - 8/11/13

ESUP blogs from the past two weeks:

HRMS upgrade lays foundation for the future with collaboration sessions  For the past year, nearly every document summarizing the HRMS upgrade project has included some version of the following language: re-implementing core HR data functions especially regarding appointment data and job designations. Last week, a cross-functional group of HR, finance, and reporting stakeholders took a closer look at what that means. Click the link to read more.

Training Q&A: Focus on how, not what  What is UPK? Will training be online only, or will ESUP offer in-person training? Click the link to read a Q&A with Carolie Carlson, Training project director for ESUP.

ESUP Video: Building the new portal  How is the ESUP Portal team approaching building the new University of Minnesota portal? Click the link to watch the short video!

IDEAA group discusses ESUP data integration at kick off  On June 25, over 110 people attended the Integrating Data, Enterprise Architecture, and Applications (IDEAA) informal Community of Practice kick-off meeting.

Quick hits and reminders from across the work streams

  • The Student work stream is hosting its bi-monthly all-Student meeting on Thursday, August 1. This event is open to all Student team members and functional steering committee members.
  • The Finance work stream unveiled a new table highlighting the anticipated levels of change that will occur within the financial system. Click here to view the table.


Thursday, July 25, 2013

Training Q&A: Focus on how, not what

Tricia Conway (TC):  What’s UPK? Will training be online only, or will ESUP offer in-person training? Will you have to learn new tools in order to use the system? Will your work group have enough time to train on the new system before it starts? ESUP has heard many questions surrounding the training strategy, so today we are sitting down with the Project Director for Training, Carolie Carlson, to get the answers. Let’s jump right to it, Carolie. Is Training part of ESUP, or are you guys doing your own thing?

Carolie Carlson (CC): Training is definitely part of ESUP. We have a training team that is comprised of our two existing training units (ASR and Training Services) as well as individuals hired to the Program.

And, the training team has already been actively involved in ESUP. We have a trainer in most of the IDP (Interactive Design and Prototyping) sessions so we can get an early start on what the changes are and who might need to be trained on those changes.

TC: Cool, good to hear your team is so involved. So here’s the most common question we’ve heard: What’s the deal with UPK--will everyone need to learn this tool?

CC: The UPK (User Productivity Kit) is another training tool available to us to use. It’s very similar to other tools we use such as Captivate and SnagIt. UPK can also be used to post job aids and tutorials in the Help feature within PeopleSoft.  Learners won’t really need to pay attention to what tool we use to deliver the training; they just need to know if training will be delivered online or face to face.

TC: Which segues nicely to my next question! Since many won’t need to worry about the tools, just the delivery methods, can you tell us if training will be online or face to face? 

CC: We will always have some face to face training for our distributed learners. That’s not going away. We will also always have tutorials for the learners. Some other delivery methods we are looking at are “train the trainer”, UMConnect (distance education learning), and demos of the changes. We hope to offer a blended approach to training and streamline how we deliver content across the workstreams.

TC: Some of our colleagues have requested a “Train the Trainer” scenario while others are urging ESUP to avoid this. Can you give us some context on what this means?

CC: Sure. “Train the trainer” typically refers to what some might call a Super User model. This is where a unit selects a person who uses the system a lot to train others in their unit. Generally, the super user is trained by the central training staff on what the key elements of training need to include and is given some guidance on how to train effectively. There are usually parameters for what must be covered in the session and how to track who was trained.

The pros to this model are that a unit has more control over when people get trained and can tailor the training a bit more to their departmental procedures.

The cons to this model are that units now have to commit the time of one of their high powered users to train others. The ongoing commitment can sometimes be a hardship for units, especially the smaller units.

Train the trainer was recently implemented with the RRC managers for the Budget Entry class. It’s been used in the past at the University for other areas with some success. This model is used sparingly because of the time commitment it puts on the units.

TC: It’s no secret that distance/online participation has been a tricky issue for ESUP. There have been concerns with UMConnect in the past. Is this a delivery method that Training Services has used before? Will online participants have information on what to do in case of a technology problem? 

CC: We have used UMConnect in the past with some good success. We generally have an online tech support person with us during these sessions so that participants can get immediate help. We also send out a test email prior to the session so participants can test their system prior to the event. One piece of advice for participants: take advantage of testing the system! Many problems are encountered because of an incorrect version of some software and many participants won’t have administrative access on their computers to fix that. Conducting the test gives them time to get an appointment with their desktop support people.

TC: Have there been discussions about levels of necessary training? During one upgrade, all users had to go back to a “square one” training, if you will. Is that the approach ESUP will take? And if so, how will you ensure enough training opportunities will be available before the system launches?

CC: Good question! The level of necessary training is not determined yet and won’t be until all the IDP’s are completed. This should be sometime in January. We want to be able to look across the changes and determine if there are ways to communicate in a broad fashion or if we need to do more structured training on topics.

We do anticipate that there will be some topics that are more informational in nature. In those cases, a job aid or a communication of some sort may be all that is needed. In other cases, we may be creating classes and tutorials. All of that is to be determined.

As to getting it all done in time for the system launch- that will be a discussion in January!

TC: When do you hope end users can start registering for training? 

CC: We hope to be able to announce our training plans in April, 2014 and open registration in May. We need to have enough time to train everyone before the new system launches sometime in October, 2014.

TC: Will users need to meet certain testing requirements in order to access some training modules?

CC: The current model of requiring learners to pass an assessment will remain in place but will have some modifications. We are under discussion with the business process owners about the changes we might want to make to this model.

TC: Great, thank you very much, Carolie. Last question--where should people go with questions about Training on the new system? 

CC: While we don’t anticipate having much information until IDPs are done, if there are questions, people can email the Program at esup@umn.edu. This address is checked regularly and emails are routed to the appropriate project directors.

***
What do you think--did this help answer your questions about Training or did it raise more questions? Either way, we want to hear your feedback! Please send an email to esup@umn.edu and let us know your thoughts. Also, we are happy to host Q&As with other project directors. If you send us your questions, we will try to track down the answers!


Monday, June 17, 2013

ESUP Update for June 17, 2013


ESUP at the Board of Regents
Dean Robert Elde, chair of the Executive Oversight Committee, presented an ESUP status report to the Board of Regents at their June 14th meeting. On June 13, Vice President for Human Resources Kathy Brown and Director of HR Operations Lori Lamb gave a more detailed update on the HRMS work stream to the Faculty and Staff Affairs Committee. Stay tuned to the blog--we’ll post a larger story with links to these presentations later this week.

Items from the blog
Check out two stories posted to upgrade.umn.edu last week!

  • UPK town hall registration -- ESUP has a new training tool available called the UPK, or User Productivity Kit... Click here to read more
  • Joint planning workshop illuminates challenges -- On June 5th, project directors representing each of the 12 different Enterprise Systems Upgrade Program (ESUP) work streams gathered for a day-long retreat to clarify where and how the projects are dependent upon each other over the next 18 months... Click here to read more.

Quick hits and reminders from across the work streams

  • The Portal work stream analyzed the results from their Portal Priorities Survey. Results are an important input to the Portal Leadership Team decision making process. Click here to read the Portal Priorities Survey summary report.
  • The Finance team continues to make steady, on-schedule progress through Phase 1: Plan & Discover tasks, including completing Phase 1 activities for the Expenses module. Accounting is our favorite action sport, what's yours? Tell us at esup-fin@umn.edu
  • ESUP Assistant Director Santiago Fernandez-Gimenez presented to the Twin Cities Deans on ESUP engagement opportunities. Looking forward, ESUP’s Change Management, Communications, and Training team is busy scheduling system campus visits to continue conversations across the state.
  • The Student work stream is gathering in person on the Twin Cities campus Monday and Tuesday this week. In addition to a business meeting, the team will have a chance to hold IDP sessions with team members from all campuses in the same room.
  • The CCI Lab completed initial upgrades for Finance 9.2 and HR 9.2 and released development and test instances to ESUP.
  • Reporting and Data Management team members have started developing reports within the Student work stream based on business processes approved by the Executive Oversight Committee.


Wednesday, June 12, 2013

UPK Town hall registration


ESUP has a new tool available for training called the UPK or User Productivity Kit. The UPK is an Oracle tool that the University purchased to deliver training and "in application support" (the Help button on PeopleSoft pages).

There are a few different ways to use this tool and the Training team is looking for feedback from the learner. At this town hall, the Training team will introduce the tool and demo the learning methods and the "in application support" feature.

If you or your staff are interested in seeing this new tool and sharing your feedback, please register to attend one of the sessions below. Registration information can be found here (note: you may need to log in to access the ULearn interface; scroll down to request a seat on your preferred date.)

June 19, 2013          8:30 a.m. - 9:30 a.m. 210 Donhowe
June 19, 2013          3:30 p.m. - 4:30 p.m. 142 WBOB
June 24, 2013          3:00 p.m. - 4:00 p.m. 142 WBOB
June 27, 2013          8:30 a.m. - 9:30 a.m. 142 WBOB

Monday, April 22, 2013

Weekly Update for April 22, 2013


New faces around ESUP
A sunny spring welcome to ESUP’s newest teammates: JP Hagerty, Beth Cunningham, Dan Sluka, and Peter Barry! Hagerty comes from University Services and will step into the role of Executive Program Coordinator, while Cunningham joins ESUP as a Strategic Communications Consultant for the program with a Portal project focus. Prior to ESUP, Cunningham worked on campus for the National Center for Food Protection and Defense.

Dan Sluka joins the HRMS work stream as the CCI lead consultant and will be transitioning duties with outgoing consultant, Ben Santleman. Peter Barry joins the program as a short-term consultant assisting with OIM. Welcome to ESUP, all!

UPKs providing benefit to IDP session
The University purchased PeopleSoft’s User Productivity Kit (UPK) to assist in the development and delivery of end-user training. The University will use a blend of the UPK and its existing tools to achieve the most efficient and effective training possible, while introducing users to reengineered business processes.

The software is especially helpful because it allows the user to create training materials and online support in a variety ways. When done, the user can watch a demo, try out a process interactively, learn it, print a pdf cheat sheet, or take an interactive test, depending on what the training developer designs.

Members of the ESUP Training team have been making the “delivered” vanilla UPKs available to Student and HRMS IDP participants in advance, giving them an opportunity to familiarize themselves with the PeopleSoft delivered features and functionality. More information on UPKs can be found online at http://z.umn.edu/upk.

When is ‘Go live’?
Users across the University system are eager to know one critical piece of information: When will this new system go live? Though it is too soon to identify a date, the Deployment process is front of mind for many people. As a result, Project Directors will soon begin working with their subject matter experts (SMEs) and business process owners (BPOs) to identify work stream specific timing concerns.

Later this spring, ESUPs leadership team will participate in a two-day workshop aimed at identifying the least disruptive time to launch the new system. In addition to discussing the go live date, the leadership team will also prepare for post-deployment activities. While ESUP will work to launch everything successfully, a program of this size may result in minor issues and setbacks, which will be immediately addressed. ESUP will also evaluate post go live activities to ensure proper staffing is in place to address any issues.

Quick hits and reminders from across the work streams

  • Identity Management has been working to complete a request for proposal (RFP) to bring an implementation partner to assist with the Oracle Identity Management (OIM) implementation. The RFP is projected to come before the Board of Regents in July for approval.
  • The Reporting and Data Management work stream began collecting requirements for archiving/document storage needs from the Student, HRMS, and Finance work streams.
  • The Integration team has been holding introductory meetings with impacted colleges and departments to discuss integration points. In addition, the team is eager to analyze responses to the survey they sent on April 3, 2013. IT Directors are encouraged to add their applications systems information to the survey via the ESUP website: http://upgrade.umn.edu/p/integration.html
  • The Change Management, Communications, and Training work stream has been working on a number of deliverables, including: drafting communications plans with Technology project directors, preparing UPK development sequences, and creating a change management and training estimation model.