Purpose - Application Fit Sessions match your business processes with the way the software works.  If we have a good match, we have a fit, if not, we have a gap.  Gaps will be tracked as issues, and they will be resolved throughout the course of the project.  The application Fit Sessions are broken down into working sessions and review sessions. 

-         The working sessions are attended by team members and by your key business experts. Team members are expected to have a basic understanding of PeopleSoft functionality.  Business experts supplement the collective knowledge and experience brought to the meeting, to help make better decisions. 

-         The review sessions are held on the last day of the Fit session, and provide a review of important issues identified and decisions made to a wider audience of managers and directors.  The same person may function as a business expert in one session, and only attend the review for another fit session.

 

Schedule & Participants - Fit sessions will run from 9:00 AM to Noon and from 1:30 to 4:30 PM.  These times will accommodate most people’s schedule, including time for daily activities such as reviewing e-mail, and still devotes a full six hours to the fit session process.  These sessions are fairly intense, so a substantial block of time is necessary to ensure the desired results are attained.  A typical fit session consists of roughly a dozen participants, including 6 to 8 team members, 3 to 4 business experts, a session leader and a scribe.

 

All fit sessions include a discussion of how to use the functions in the software.  The emphasis will be on implementing the software without making modifications. Most financial fit sessions last from two to four days.  The duration of the HR fit sessions will be longer, but the elapsed time includes setup activities performed by team members at their workstations.

 

ChartField Fit Session – The purpose of this session is to determine your organization’s strategic requirements for storing and retrieving financial information.  In addition to team members and key business experts, several directors at the Steering Committee level will be invited to join.  Their comments, recommendations and expectations will be used to help set the tone and direction for all of the Application Fit Sessions.  Prior to the strategic session, a smaller group will convene the week of 9/20 to develop a proposed structure for the ChartFields.

 

The proposed schedule for fit sessions is as follows:

Grid

Session

Dates

N/A

ChartField Work session

September 20 – 23

GL

General Ledger

September 27 – 30

N/A

ChartField Focus session

October 4 – morning

CF

ChartField Fit session

October 4 – afternoon

PO

Purchasing

October 5 – 7 & 11

AP

Accounts Payable

October 12 – 14

HR

Human Resources

September 29 – October 14

PM

Position Management

October 19 – 21

BN

Benefits

October 26 – November 4

 

Fit sessions will be scheduled later for Inventory, Asset Management, Accounts Receivable & Billing, Budget, Payroll, and Time & Labor.

 

Attendees at the Fit Sessions will include three types of participants, in either a Working role, or an Oversight role:

-         Team members will be responsible for obtaining the necessary results from the Fit sessions.

-         Business experts will help team members by providing detailed information about business processes, and assist in making decisions.

-         Other participants, including key stake holders, directors, and Steering committee members will attend wrap-up sessions only to review decisions made and issues still outstanding.

 

Portland Public Schools Participants

 

CF

GL

PO

AP

HR

PM

BN

Harriet Adair

 

 

 

 

 

O

O

O

Ed Bettencourt

 

O

O

O

O

 

 

 

Denice Bailey-Braxton

 

 

 

 

 

W

W

W

Larry Betten

 

 

 

 

 

O

O

O

Raylene Boettcher

 

O

O

O

O

 

 

 

Pamela Brown

 

O

O

O

O

O

O

O

Farooq Chandiwalla

 

W

W

W

W

 

 

 

Bob Crebo

 

O

O

O

O

 

 

 

Judy Dauchy

 

W

O

O

O

 

 

 

Alicia Fecker

 

W

W

 

 

O

W

O

Judi Feller

 

 

 

 

 

W

 

O

Janet Frank

 

W

W

W

W

 

 

 

Heidi Franklin

 

W

W

O

O

 

 

 

Robin Frasier

 

 

 

 

 

W

W

W

Sampa Ghosh

 

 

 

 

 

W

W

W

Peter Hamilton

 

W

O

O

O

 

 

 

Bonnie Harris

 

W

O

O

O

O

O

O

Ruth Hipes

 

 

 

 

 

 

 

O

Lucy Horn

 

W

O

O

O

 

 

 

Robert Honson

 

O

O

O

O

O

O

O

Yongkie Hurd

 

W

O

O

O

O

O

O

Mike Hutchens

 

O

O

W

O

 

 

 

Anthony Jackson

 

 

 

 

 

W

W

W

Kathy Kerr

 

W

W

W

W

 

 

 

Debbie Kinnee

 

 

 

 

W

 

 

 

Tracy Kirkland

 

 

 

W

 

 

 

 

Donna Lea

 

W

W

W

W

 

 

 

Don MacLeod

 

W

W

W

W

 

 

 

Jackie Marcoe

 

 

 

 

 

 

 

O

Rik Miller

 

W

W

W

W

O

O

O

Manny Ovena

 

O

O

O

O

O

O

O

Andrea Relampagos

 

 

 

 

 

O

O

O

Trish Ryan

 

 

 

 

 

O

 

O

Jim Scherzinger

 

O

O

O

O

O

O

O

Bev Scott

 

W

 

 

 

 

 

 

Susie Shanklin

 

 

 

 

 

O

 

O

Carol Taylor

 

O

 

 

 

W

W

W

Myung Treadway

 

W

W

O

W

 

 

 

Gary Tuck

 

O

 

 

 

W

O

O

Darrell Tucker

 

O

O

O

O

O

O

O

John Vingelen

 

O

O

O

O

O

O

O

Lynn Ward

 

W

O

O

O

O

W

O

Jim Williams

 

 

 

 

 

O

 

O

Ernie Winterton

 

 

 

W

 

 

 

 

Deb Worden

 

 

 

 

 

O

 

O

Bill Zumwalt

 

W

W

W

W

 

 

 

 

Carrera MAXIMUS Participants

 

CF

GL

PO

AP

HR

PM

BN

Jean Boraca-Moore

 

O

O

O

O

O

O

O

Fred Crowden

 

O

O

O

O

O

O

O

Lisa Holder

 

 

 

 

 

W

W

W

Cheryl Klopper

 

W

W

W

W

 

 

 

Paul Knollman

 

O

O

W

O

 

 

 

Greg Knudsen

 

 

 

 

 

 

 

 

Bickie Le-Marsh

 

O

O

O

O

O

O

O

Gloria Lee

 

 

 

 

 

W

W

W

Ravi Misra

 

W

W

W

W

 

W

W

Terry Moore

 

W

W

W

W

 

 

 

Michael Northrup

 

 

 

 

 

 

 

 

Nathan Reed

 

W

W

W

W

 

 

 

Maria Rehman

 

 

 

 

 

W

W

W

Eileen Ryan

 

W

W

W

W

 

 

 

Susan Simmons

 

W

W

W

W

 

 

 

Paula Uno

 

W

W

W

W