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Brandeis PEAK Project Charter
Introduction, Table of Contents, Summary Overview

This page introduces the charter for the PeopleSoft implementation project. This charter reflects the current state of the project. It was amended, in October, 2001, to include information about the HR phase of the implementation. The original version has been archived here.

This page contains the:

Introduction by the project's executive sponsor, Peter French, Executive Vice President and Chief Operating Officer,
Table of Contents, with links to the sections of the charter, and,
Summary Overview.
Click here for a printable PDF version of the Charter.
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Sponsor's Introduction
by Peter French, Executive Vice President and Chief Operating Officer
One clear priority for Brandeis University is a fundamental redesign of its enterprise-wide information processes. A useful starting point for this task is the installation of a coordinated suite of information tools, commonly referred to as an Enterprise Resource Planning (ERP) application. To that end, I am pleased to sponsor implementation of PeopleSoft software for our financial systems and for human resources. I encourage you to work with others at the University in creating a new vision for how we develop processes, use information, and deploy technology.

The University places high priority on developing the capacity within our workforce for the effective installation and utilization of these new information systems. In implementing these systems we will be assisted by the PeopleSoft Consulting Group. We will provide resources for other consulting and personnel in affected departments.

Our technology vision is to provide systems that are transparent to the user. These new systems meet that criterion. They will also store data in one integrated system shared across the University. They will provide convenient self-service options for Internet access to information and increased reporting capability through comprehensive and easy-to-use tools, which will assist managers and executives by providing decision support.

The Project Charter that follows provides information about the scope of this project as well as detailed objectives for its first year. It describes the project teams and their responsibilities. It considers risks and constraints that typically are associated with these large enterprise projects.

I am pleased that we are moving forward on this important Brandeis priority.

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Table of Contents
Introduction
Summary Overview
Mission, Business Drivers, & Assumptions
Mission
Business Drivers
Assumptions
Objectives & Scope
Institution Wide Objectives
Financials Objectives & Scope
HR/Payroll Objectives & Scope
Out of Scope
Current Interfaces
High Level Financials Project Plan
High Level HR/Payroll Project Plan
Project Administration
Issue Resolution Process
Standing Meetings
Risks & Constraints
Risks
Constraints
Communications Plan

Appendices
A Sample Issues Log
B Project Team Organization
Finance Project Team Organization Chart
Finance Project Team Functions & Responsibilities
HR Project Team Organization Chart
HR Project Team Functions & Responsibilities
C Project Team Education Plan
D Project Team Resources
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Summary Overview
Brandeis University is approaching a critical point in its business life. Its current financial systems are at the end of their useful life. The new human resource system is not integrated with the financial or the student systems. The core student systems provide little but basic capability. Recruiting and servicing students is becoming more complex and increases the need for rapid access to accurate administrative information. Students, faculty, and staff are requesting easier access to and better reporting of information.

Meeting these demands requires improving our business practices and replacing our outdated administrative computing system. With this in mind, Brandeis University purchased the PeopleSoft suite of administrative information systems software to replace our legacy systems for Financials, Human Resources, and Student Administration.

The new system installation comprises three phases. The first two, Financials and HR/Payroll, will take approximately three years. These will be followed by Phase III, installation of Student Administration software, which will take an additional two or three years.

This document describes the implementation of the Financial and HR/Payroll modules. It includes the project mission, objectives, scope, assumptions and constraints, risks, milestones, methodology, and project team organization. Later versions of this document will include more information about subsequent phases. This version (Version 2, October 2001) adds information about the HR/Payroll implementation. These addisions are marked amended.

(Amended Version 2, October, 2001): Brandeis selected PeopleSoft Consulting (PSC) to be our initial source of PeopleSoft product consulting and moved to LogicGate Consulting in July, 2001. During the week of June 12, 2000, a PSG consultant conducted an Implementation Strategy and Planning Workshop with members of the core Finance/HR implementation project team. This charter is a result of that workshop.

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