A biweekly digest of news related to the Enterprise Systems Upgrade Program | January 16, 2014
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Announcing Changes in Finance

Part One: ChartField strings, Workflow and Approval

In this three-part series, we’ll explore some of the changes for Finance/EFS. Stay tuned for parts two and three in future issues of The Upgrade.

One of the most common questions people ask about the Finance or Enterprise Financial System (EFS) upgrade is, “What exactly is changing?” Until recently, the finance teams could not answer that question in detail. The teams could have guessed but before now, no one could have known exactly what would change until the work groups completed a lot of analysis work. Nearly all the analysis is complete now and they have information to share!

This effort, for EFS, is an upgrade of the existing system. In general, massive changes to financial business processes are not planned nor are they expected. Nevertheless, there will be changes made, since we have the opportunity to address major pain points for end users of the system and business processes in some areas. The proposed changes to the Financial system and business processes have been warmly received when reviewed by representative affected community members and advisory groups. Read more...


Teaming Up with ESUP: Finance and OHR staff exhibit great team work on challenging topic

Oliveira [left] and Wills [right] kept users and the ‘greater good’ in mind while working on Payroll Accounting 

In our last edition of Teaming Up with ESUP, we defined a team as: “a group of people with a full set of complementary skills required to complete a task, job, or project” (taken from dictionary.com). Like the last team, this definition also fits Carlson School of Management’s Finance Director Michelle Wills and Office of Human Resources Business Analyst Silas Oliveira who, with their colleagues, worked to streamline business processes and leverage the new Payroll Accounting functionality coming with ESUP. Read more...

ESUP is Listening...Survey Results from the University

Through the Enterprise Systems Upgrade Program (ESUP), the University is improving its technology and streamlining procedures related to its three largest PeopleSoft applications: Finance, HRMS, and Student while building a new portal and enhancing reporting capabilities. The Program is a major endeavor with significant changes, and one bound to elicit different interests and opinions. To understand its stakeholders better, ESUP surveyed the University community for the second time in fall 2013, and plans two more surveys during the course of the program. Read more...

Tell us what you think! Or invite us for a visit.

Questions for a work stream? Something on your mind? Wondering how the upgrade will affect you? Suggestions for a Q&A? Want us to come visit your office, department or center and chat with you about ESUP? Shoot us an email at esup@umn.edu.

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