View Printable Version

Chart of Accounts Redesign and Transformation for UTSW Medical Center

Session Number: 5981
Track: FIN: General Ledger
Sub-Categorization: General Ledger
Session Type: Presentation
Primary Presenter: Kenneth Kellough [AVP of Budget and Resource Planning - University of Texas Southwestern Medical Center]
Co-Presenter: Helen Eddington [IR Manager - University of Texas Southwestern Medical Center]
Co-Presenter 2: Kevin Stapp [Manager - Huron Consulting Group]
Co-Presenter 3: Jodi Levy [Assistant Vice President - Business Administrative Systems - UT Southwestern ]
Co-Presenter 4: Heather Mishra [ASSOC VP ACAD & ADMIN INFO SYS - UTSW]
Time(s):
Mon, Mar 04, 2019 (08:30 AM - 09:30 AM)

Session Length (Approved): Regular Length
Session Submission Type: Member Institution
Knowledge level : Intermediate
Target Audience: All
Learning Objective 1: Understand the considerations and guiding principles for successful implementation of a Chart of Account redesign and the methodology deployed at UT Southwestern
Learning Objective 2: Outline the benefits of removing customized ChartFields and the elimination of customizations that were developed based on legacy ChartField segments
Learning Objective 3: Provide Change Management and Training considerations implemented to support the adoption of a new Chart of Account structure across the institution
Prerequisites : None
Advance preparation: No advance preparation required
Product: PeopleSoft
Version Presenting: PS 9.2
Level of Customization: None or N/A
Level of Partner Integration: Shared Institution/Partner
Project Phase: Production
Project Go Live: Q3 2018
Your Training in this Area: Oracle training classes, consulting experience, on the job training
Element(s) of Engagement: Group discussion
CPE Approved Session: Yes

Description:  UT Southwestern embarked on a significant Chart of Account redesign during the reimplementation from PeopleSoft 9.1 to 9.2. This involved removing several custom ChartField segments and moving to a standardized ChartField segment structure based on Chart of Accounts leading practices. The presentation will focus on the following:
- Providing an overview of the design approach and leading practices for the eliminating custom ChartField segments and establishing a multidimensional structure
- Highlighting the framework including the Chart of Account governance structure for establishing consensus across the institution – including moving from 2 Business Unit (e.g. Entities) for Hospital and Academic Research to 1 Business Unit for UTSW
- Outline the approach for establishing a crosswalk mapping to move from 9.1 to 9.2 ChartField definitions and adhering to the principle of single definition/single purpose usage
- Removing significant customizations that were dependent on the 9.1 structure and adopting delivered business processes based on the new Chart of Account design
- Providing overview of the Training strategy and Change Management approach for enabling end user adoption and understanding of the new structure across the institution

For questions or concerns about your event registration, please contact support@alliance-conference.com