How many years of data will be transferred to new system?
Basic historical data will be converted to the new ERP in conformance with leading practice:
- Finance/Payroll: Best practice is to bring over year end balances and open invoices/transactions.
- HR: Best practice is to bring employee current appointment information as well as pertinent employee elements such as initial hire date, work location, etc.
- Data warehouse can serve as our “data archive” used for historical reporting and analysis.
- AIS will remain operational as read only until such time that all historical data is placed into a warehouse where it can be accessed. That effort will begin after the new system is in use.
We will continue to learn about the options available for data conversion as we interact with SaaS software vendors and implementation service firms through our formal procurement processes.
Is an external data warehouse really necessary?
WSU seeks a two part reporting strategy:
- Strong in-system reporting tools capable of meeting information and analysis needs. Many of these needs have traditionally been met by the legacy financial data warehouse (business objects).
- Ability to export data from the new ERP to our existing data warehouse tool (OBIEE) where data from student and other systems can be combined with ERP data for more robust analysis.
What will the reporting tool look like?
The look and feel of core in-system reporting tools will vary based on the software selected. WSU encouraged broad involvement during software demonstrations held the weeks of November 6 and 13, 2017. This provided an opportunity to see how the in-system tools work in a modern SaaS software. End users submitted feedback to the software Evaluation Team after each demonstration regarding the reporting tools and other software functionality.
How is Modernization being paid for?
University leadership has emphasized that completing the Modernization is a high priority that should not be delayed. It is essential to ensuring university operations, improving financial health and management, and progressing towards the drive to 25. Stacy Pearson, Vice President for Finance and Administration and Executive Sponsor for the initiative continues to work with the President, Provost and other leadership to finalize a funding model. More information is expected in spring 2018.