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Director's Report
September 2001
Contents:
Current Activities
Community Support
Next Steps
Report from the Project Director
Tracey Leger-Hornby

Current activities
The PEAK Financials team is currently developing financial reports for the new PeopleSoft system. The first set will be very similar to previous financial reports, giving members of the community detailed information about:
their budget allocations,
the transactions completed during a specific period, and
the balance remaining in a particular budget.
During September we'll be offering information sessions in how to interpret the new reports.

The technical team has been working on the mechanics of distributing the reports in electronic format. The team will test the new distribution methods in the fall and hope to have the reports available to the community soon after testing is complete.

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Community Support
The Brandeis University community patiently awaited the arrival of the new PeopleSoft system. The PEAK Financials team has been overwhelmed by the community's support as they moved from the old system--FRS--to the new software--PeopleSoft. Planning and implementation took the team over a year. In that time they have accomplished a great deal and have learned a tremendous amount about PeopleSoft software and how to set it up. However, the work has only just begun. Now they must learn how to use the system in the Brandeis University way. This will take time. Every day they encounter new puzzles and exceptions to what they'd already learned. As the team becomes familiar with the way PeopleSoft handles each variation, they will become more comfortable and will be able to handle transactions more quickly. In the meanwhile, the need for patience continues.

The PEAK Financials team welcomes community feedback and suggestions for improvement as they learn more about the inner workings of the software. Please continue to look to the web site for information on the project and how it pertains to your financial transactions. The PEAK help line (x6PEAK) and the email (PEAK@brandeis.edu) will be in place for the foreseeable future. The team is eager to help the community with the transition.
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Next Steps
In the coming months the PEAK Financial team will keep working. They'll develop and distribute documentation and more reports. The next phase, implementing the Human Resources modules, has begun as well. A planning group will determine an HR timeline and project plan in the next few weeks. More information on the this project will be available in the fall.
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