Cherokee Nation – Questions for Financials 9.2 Upgrade

  1. When is CNB expecting to go-live with Financials 9.2?July 2015
  2. What version of Hyperion will CNB be implementing?would prefer 11.1.2
  3. Is it an expectation of CNB that the same vendor will assist in Hyperion system upgrades?If needed, yes – there will be a separate RFP for Hyperion
  4. How many interfaces are anticipated between PeopleSoft and Hyperion? What is the general nature of those interfaces (one per business; one per function; consolidated, etc.)? How many interfaces should the vendor expect to see in the system?I would expect one per business unit,
  5. What is CNB’s current business architecture? Does CNB have documentation on this?CNB’s architecture is documents, we can’t disclose details at this point
  6. What are CNB’s current pain points/manual processes? Does CNB have documentation on this?
  7. What does CNB use for close processes now?manual tracking
  8. Has CNB considered using PeopleSoft for the close and consolidation process?Have purchased Hyperion and have made the decision to use that product
  9. What is CNB’s monthly volume of intercompany transactions?Approx. 3,710 intercompany lines with approx... 974 total number of journal entries for the month
  10. What is CNB’s monthly volume of intercompany eliminations at close (both to/from the holding company and to the individual businesses)?Eliminate in total by company
  11. Are all the businesses listed in section 1.25 wholly owned by CNB?yes
  12. Do all these businesses use the same COA?yes
  13. Is there a plan to redesign COA? No If yes is the Hyperion project driving this need or there are business reasons for the same
  14. Does CNB plan to own the PMO or do they expect the vendor to drive the process? CNB will own PMODo they have established PMO procedures?yes
  15. How many users currently use the system?About 1200
  16. Has CNB procured the necessary licenses for this upgrade? If no what is the timeframe?Not clear on the question – we pay our license/maintenance fee annually
  17. What is eProcurement used for at CNB? Is it for enabling users to put in their requisitions and sourcing is centralized?Used for requisitions and is centralized
  18. What is project costing being used for? Is it used to track projects across the organization or used by only certain business units?Used for both capital and expense projects for most BU’s and one BU uses it to track cost on a contract
  19. Does CNB have support team that will roll into the projects? What is the size of the current PeopleSoft team?Yes, admin., 2 developers, 5 functional staff
  20. CNB has mentioned that they have multiple subsidiaries in a single instance. Are they separated by Business units or Set id’s?Business Units
  21. Is CNB using a common Chart of Accounts for all their business units?yes
  22. How is reporting being done?nVisionIs t based on Individual business units or is there a consolidation?Individual and consolidated
  23. Does CNB have multi currency requirements?no
  24. How mature is the current system documentation? Current Shall the vendor expect gaps in the documentation or current system(s) functionality?Want documentation to be reviewed for gaps/ process improvements
  25. How customized is the system. What modules carry maximum customization? Can CNB provide high-level details of the customizations?82, of those we intend to keep or review for need after 9.2 about 65. Purchasing, Inventory, AP, and GL have the most in that order
  26. Does CNB use PeopleSoft workflow? Yes If so, for which transactions? Journals, requisitions
  27. Is CNB aware of newer technologies like BI publisher that has been introduced to replace crystal reports? Aware, not usingIf yes, are there any concerns on such replacements?Would be open to change
  28. Does CNB use crystal checks for AP payments or expense payments?Yes for both
  29. What are the plans for the current hardware and the procurement of new hardware as needed for the new installations?Currently under review, will order in the next few weeks
  30. Is CNB open to recommendations on creative solutions such as cloud infrastructure or they do not expect any such recommendation?yes
  31. How mature is their current change management process?Have used the current process for several years
  32. What is the expectation of CNB in terms of training? Is it to train the entire user population or train the trainer approachtrain the trainer approach
  33. Is the project team expected to be stationed in one place or is there a need for multi-locational supportsame place
  34. Are business users identified and allocated to this project to ensure successful testing and completion of the project?yes

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