The Client
Not-for-Profit Organization
A not-for-profit public policy organization was implementing PeopleSoft Human Resources, Grants and Projects, Procure-to-Pay, Core Financials, and Time Entry to support their core systems operations.
The Technology
PeopleSoft Version 9
- E-Procurement
- Purchasing
- Payroll Interface
- Time Admin
- Time Entry
- Asset Management
- Billing and General Ledger
- Accounts Payable
- Accounts Receivable
- Cash Management
- Resource Management
- Planning and Analysis
The Challenge
The organization needed an outside firm to assist in a multi-faceted implementation. These activities included Business Process Analysis, Refinement, System Design and Engineering, Development, Testing, Integration, Training, Sustainment, Maintenance, and Follow-up Support.
Eighteen PeopleSoft 9.0 modules across both Financials and HCM were being implemented including: Benefits, e-Procurement, Purchasing, Asset Management, Payroll Interface, Time Admin, Time Entry, Planning and Analysis, Pre-Award Setup and Grants Budgeting, Grants Award and Post Award, Program Management Setup, Resource Management, Accounts Payable, Accounts Receivable, Billing and General Ledger.
The Solution
TSGi was asked to provide a Project Manager to support vital aspects of the implementation. The Manager’s key tasks included overseeing the software release management activities, reporting project activities to the CIO on a daily basis, interfacing with third party vendors and facilitating steering committee meetings.
In addition, a team of functional experts were provided to support the fit-gap analysis, design, configuration and testing and production support of the PeopleSoft Grants Suite modules (Grants, Project Costing, and Contracts).
Technical Development work included the development of all customizations to the PeopleCode, SQR’s and Application Engine processes, per project specifications. This included the Integration Broker Messaging between the Financials and HCM systems to synchronize the data. The team also analyzed data, including configuration and system process issues across the modules.
The Success
Our client was able to successfully go live with the new system – allowing them to process timely revenue recognition for grants against funder’s project activities for contracts; process research and non-research project data at appropriate activity levels with a better project tree structure; and report financials on a more detailed level for ongoing future system transactions.
The Testimonial
“We have enjoyed an excellent partnership with TSGi. Their ability to identify our needs and supply appropriate consulting and direct hire resources at a reasonable cost has put them above the competition. In addition, their success rate of placements has been significantly higher than their competition. We knew that when we saw a resume come in from Squires that person was prescreened, referenced, and highly qualified. This made my team’s job a lot easier.”
CIO – Not-for-Profit Organization
