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Timeline
The Case ERP Project is aggressively planned and timed for completion. Our goal is to complete and implement the
project faster, better and cheaper than other organizations.
ERP Project Timeline
Scope
July 5, 2004 - Financials System
Upgrade General Ledger
Accounts Payable
Purchasing
January 4, 2005 - HCM System
Personal Information
Payroll
Base Benefits
Time Reporting
Overview
What Is ERP?
ERP stands for enterprise resource planning. Enterprise resource planning is an integrated software solution used to manage an organization's resources. ERP systems integrate business management and administrative functions including human resources, accounts payable, purchasing and finance.
What is the Case ERP Project?
The PeopleSoft Enterprise Resource Planning (ERP) Project is one of several strategic initiatives in which leading-edge information technology will be integrated into Case’s business practices. The new integrated administrative system will replace Case’s outdated core administrative applications including payroll, finance, purchasing, accounts payable and provide, for the first time ever, a human resources system. The ERP system will provide the infrastructure to streamline, improve and update the University’s business processes, while delivering superior customer service and support to the entire campus community. Case will have integrated electronic processes through the web-based MyCASE portal that will enable faculty, students and staff to realize unprecedented gains in productivity and efficiency by creating a collaborative campus.
Phases
Phase One- Financials
Phase One of the ERP Project went live on July 5, 2004. The new system utilizes an integrated university-wide financial system with all information and transactions flowing into the general ledger.
The ERP system provides unprecedented reporting capabilities and access to information. The ERP system allows faculty and staff to work more efficiently, more flexibly and reduce reliance on paper forms.
Some of the new features and benefits of the PeopleSoft Purchasing and Accounts Payable system include:
An electronic, workflow-enabled system that greatly improves the processing of purchase requisitions along with other documents. Users can track their requisition status as it flows through the system to Purchasing.
Enhanced Purchasing and Accounts Payable reporting tools give departments access to information integrated into one financial system, with everything flowing into the general ledger.
Improved reporting capabilities for Purchasing to analyze purchasing spend for better contract negotiation with both existing contracts and new commodity areas. Result: Better pricing and improved service levels.
Accounts Payable will have the ability to improve and control payments to vendors including:
Payment functions can be streamlined and automated. Result: Reduced processing time and increased efficiency.
Contractual payment requirements and early pay discounts outside standard payment terms and electronic payment processing by EFT, ACH and wire transfers can be tailored to specific vendors. Result: Improved vendor relationships.
Enhanced payment controls for areas such as price verification, duplicate invoicing, and automated bank reconciliation.
Real time, on-line access provides quick answers to inquiries about vendor payments, voucher status, cross-reference between purchase orders and vouchers/payments, etc.
Phase Two- Human Capital Management
Phase Two of the ERP Project implemented the Human Capital Management (HCM) software. HCM encompasses HR Records, Time Reporting, Benefits and Payroll.
More HCM info here
Benefits of ERP to Case Western Reserve University
With an ERP System, faculty, staff and students can easily access university information any time,
any place. Campus users can get the information they need when they need it, from a single
location. The ERP System also offers other significant benefits to the campus community including:
Replaces aging, non-integrated core legacy systems that are costly to support and maintain
Improves access to accurate and timely information and creates more self-service opportunities through a user-friendly Web-based interface
A single integrated university-wide data repository provides superior reporting and data analysis capabilities and promotes information sharing across the campus
Electronic approval processes reduce paper use and reliance on paper forms, eliminate redundant data entry tasks, and shortens the timeframe for procuring goods and services
Eases the creation and utilization of world-class best practices to streamline workflow processes, and increase productivity and efficiency
Positions Case more competitively with other institutions by providing an information model that meets needs of faculty, staff and students
FAQ
What is an ERP System?
ERP stands for enterprise resource planning. Enterprise
resource planning is an integrated software solution used to manage an
organization's resources. ERP systems integrate business management and
administrative functions including human resources, accounts payable,
purchasing and finance.
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What is the Case ERP Project?
The
Case ERP Project is a strategic initiative to integrate leading-edge
information technology into University business practices. The ERP
Project will implement a PeopleSoft ERP system which includes
Financials and Human Capital Management (HCM) software. The new
system will create an integrated, centralized administrative
system that enables users to streamline business processes and improve
customer service. The new system will replace outdated core
administrative applications and provide new infrastructure to create
integrated business practices within the University. The ERP Project
will aid in creating an efficient, collaborative campus by providing
faculty, staff and students access to personalized information any
time, any where.
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Why is Case doing this?
The
ERP Project provides the University with an exciting opportunity to
move toward transforming Case into the most
powerful learning environment in the world.
As
competition for research dollars and students increases, the University
has recognized a need for improved and streamlined business practices
and processes. The ERP Project will aid in maintaining the University's
competitive edge and position Case more competitively with other
institutions.
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What are the benefits of the new ERP system?
The
entire campus community will realize the benefits of the ERP Project.
The University will be able to connect its business processes directly
to its suppliers, faculty, staff and students, which will dramatically
improve administrative efficiency and services. Users will have
personalized Web-based access to a centralized system of campus-wide
transactions, records and data anytime, from any where.
The ERP system:
Positions Case more competitively with other
institutions by providing an information model that meets needs of
faculty, staff and students.
Anytime, anywhere access to information enables
faculty, staff and students to get information they need when they need
it, from a single location.
Provides enhanced reporting and data analysis capabilities for faculty and staff.
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Who is implementing the ERP Project?
Case has selected CedarCrestone
as its implementation partner for PeopleSoft Financials and Human
Capital Management (HCM) software. Cedar is a global leader in
implementing PeopleSoft systems in higher education institutions. The
ERP Project is led by Jack George (Project Director, Case) and Vinnie
Siedata (Project Director, Cedar). The ERP Project is divided into
project teams. Each project team is led by a representative from Case
and a representative from Cedar.
Project Teams:
Human Capital Management (Human Resources, Payroll and Employee Benefits)
Financials (General Ledger, Accounts Payable, Purchasing)
Communications and Training
Executive Sponsorship:
Hossein Sadid, Chief Financial and Administrative Officer
Lev Gonick, Chief Information Officer
John Anderson, Provost
Mort Grusky, Vice-Dean and AVP for Medical Affairs, School of Medicine
Christine Ash, Associate Dean for Administration and Finance, School of Engineering
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Will I be trained on the new system?
Yes,
ERP system users will be trained. The ERP Project has a team that is
dedicated to developing training courses tailored to user job
functions. Click here for more information about ERP system training.
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How will I access the system?
Because
the ERP system is Web-based, you can access the system anywhere you can
access the Internet.
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How will I access the live version of PeopleSoft after I finish my training?
You will need to fill out a security form which will be delivered to you by your administrator. After both you and your approver
have signed this form, it will be sent to the ERP Security Team. Your security form information will then be entered into the system,
and you will receive an email with a link to the system. You will use your Case ID and the password associated with it to sign into both the Financials and HCM System.
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