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: Mar 04, 2019 (08:30 AM - 09:30 AM)
Room: SWAN - Swan 9
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
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: Mar 04, 2019 (08:30 AM - 09:30 AM)
Room: SWAN - Swan 9
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
