Thursday, July 08, 2004
The Financial Systems Project (FSP) - an Oracle Implementation and Upgrade
This post contains details of a Financials Systems Implementation and Upgrade that was undertaken at the University of Waterloo and contains links to the associated documentation.
The University of Waterloo undertook an Oracle Applications R10.5 Implementation in 1996 and Upgraded to R10.7 in1998. Although the implementation and upgrade was carried out some time ago I thought that the documentation provided on their site would still be useful to any potential implementors of Oracle Applications. According to their site: -
The May 1996 implementation of the Financial Systems Project (FSP) was motivated by the realization that UW’s Computer-based central accounting systems had many limitations and inefficiencies. Its mission has been: “To conduct a comprehensive review of financial processes leading to the development of an integrated, effective and efficient system for managing the financial affairs of the University”.
The December 1998 upgrade of the Financial System was motivated by the need to achieve year 2000 compliance within the application software.
The Financial System Project consists of the implementation of Oracle Government Financials (General Ledger, Accounts Payable and Purchasing modules) from ORACLE Corporation plus the custom extensions written to accomodate interfaces with other systems used on campus.
The Financial Systems Project site contains the following types of documentation: -
- Upgrade Project Summary
- Project Team Structure and Membership
- Architectural Diagram
- Information Security Policy and Standards
- ORACLE Government Financials Security
- Technical and Functional Documentation
Of particular interest to those involved in Chart of Accounts design will be the Accounting Flexfield Values portion of the site. Here the Chart of Accounts segments structure and associated values that populate the structure is outlined.
The Applications Technology “department” of the University should also be looked at. According to the site: -
“Applications Technology is responsible for the application software supporting the University’s information systems. This responsibility encompasses all aspects of the System Development Life Cycle; including business process and system analysis, design, acquisition, development, implementation, documentation, and ongoing maintenance. In particular, this includes responsibility for designing and evolving the corporate database. As systems move into production, this group cooperates with Client Services and Electronic Workplace to train users and provide them with access to systems, and with Production Support to commission systems and provide second-level support to ongoing production”.
On the Applications Technology site you will find details of ongoing projects at the University in the areas of Co-operative Education & Career Services (CECS), Financial Systems, Human Resources, Strategic Consulting and Student Information Systems.
I’m interested to know whether the University has upgraded to 11i. I’ve fired a mail their way to find this out and will update this post with any further information or documentation I obtain.