Specifications include, but are not limited to: 1. Project Plan: • Develop a detailed project plan outlining tasks, timelines, milestones, and resource requirements. 2. Business Process Analysis: • Conduct and document a thorough analysis of current financial processes and identify areas for improvement. • Identify any process gaps resulting from the reversion from FENXT to Banner Finance. • Identify, establish and maintain a list of incompatible duties, and catalog the list of conflicting abilities. • Business requirements of documentation including flow charts, diagrams, statistical models, graphical representations of business processes, and business operations. 3. Requirements Documentation: • Document functional and technical requirements based on the organization's needs. 4. System Design: • Optimize system configuration based on the identified requirements. 5. Enhancement Specifications: • Define and document any necessary enhancements to the ERP system particularly related to reporting needs 6. Data Migration Plan: • Develop a plan for migrating data from existing systems to the Banner Finance. 7. Integration Strategy: • Identify and plan for integrations with other systems, as applicable. • Potential other systems to be integrated with a re-implemented Banner FIS may include: 1. ETRIEVE electronic document retention and workflow software 2. Separate budget and reporting software (to be determined in conjunction with Banner FIS re-implementation) 3. Separate capital asset software (to be determined in conjunction with Banner FIS re-implementation) 4. Transact Campus solutions 8. Testing Plan: • Develop a comprehensive testing plan, including unit testing, system integration testing, and user acceptance testing. 9. Identify Banner FIS re-implementation risks specific to Oregon Tech, including development of a risk registry and potential mitigation strategies to minimize effect and/or overcome risks that may occur during the re-implementation and post-re-implementation process. • Identify assumptions and constraints that impact the outcome / success of the engagement. 10. Training Materials: • Create training materials for end-users and administrators. • Conduct Train the Trainer sessions as part of campus readiness...
