Initial Assessment: The PeopleSoft Financial System is used to provide automated processes for account payables, account receivables, purchasing, asset management, and receiving.  Overall, the system performs well, but ongoing enhancements are needed to improve workflow efficiency, including minimizing and eliminating as possible paper processes, for district and college end-users.  Additionally, new functionality is continually being added and enhanced with version updates and patches. Staying on current and updated versions allows the district to take advantage of new delivered functionality.

Plans:

  1. Continue to maintain currency of the PeopleSoft Financial System by planned periodic upgrades so the district sustains contracted, licensed support from the vendor. 
    1. Lead(s): DOIT Application Services
    2. Funding Sources: Existing resources 
    3. College and District Roles: DOIT provides project and technical leadership. Advisory and business goal clarification is provided by PeopleSoft Fiscal Liaison Team, Business Services Office Liaison Team, Financial Aid Liaison Team, District Research and other vested college stakeholders as appropriate.
  2. Conduct comprehensive assessments of key processes to enable increased automation and consistent workflows to gain efficiencies across the district.  Use results to identify and prioritize needed enhancements for approval, funding, and implementation.
    1. Lead(s): DOIT Application Services
    2. Funding Sources: Existing resources
    3. College and District Roles: DOIT provides project and technical leadership. Advisory and business goal clarification is provided by PeopleSoft Fiscal Liaison Team, Business Services Office Liaison Team, Financial Aid Liaison Team, District Research and other vested college stakeholders as appropriate.

Indicators of Success:

  1. The PeopleSoft Financial System and its Cashiering module have upgrade and patch schedules maintained per the vendor’s published timelines.
  2. Prioritized business process enhancement requests are approved and resourced for implementation to sustain a goal of 80% completion rate.
  3. Manual paper processes are minimized and/or eliminated.