Testing, testing

Why are we testing?

We use testing to ensure that all the components of the new OneUniversity solution for Finance and Procurement function as we expect them to. The University supplies a list of requirements called acceptance criteria and we test against these standards.

Who’s involved in testing?

There’s a wide variety of people involved in testing – business process change managers, business analysts, professional support staff, change champions and Finance subject matter experts (SMEs). Finance project manager, Stuart Moorhouse, said: “We’ve conducted a very thorough programme of testing with different groups of people across the Business. This is vital to the success of delivering the Finance and Procurement function of the OneUniversity solution”.

When will Finance go live?

This is a question we’re often asked when out and about, and the simple answer is, only when we’ve completed testing and the system meets the requirements of the business.

Key-user and end-user training

The Business Transformation training team has been supporting the Finance and Procurement workstream to deliver key-user and end-user training. We’ve been offering hands-on workshops and drop-in sessions underpinned by a suite of online training materials.

Who are key users?

Key users are subject matter experts working on the Programme at a workstream level, or those closely involved in the shaping and delivery of the OneUniversity solution.

How do we support the workstreams?

  • Identify staff who need training
  • Develop the end-user training programme
  • Develop training manuals and videos
  • Organise end-user training

We’re all end users

All University staff and students will use OneUniversity so we’re all end users. The Change and Communications team will deliver end-user training and any other activity associated with helping to prepare our people for the transformation OneUniversity will bring.

How we’re going to manage change arising from OneUniversity

Our objectives are to equip people with the knowledge, skills and abilities to do their jobs from day one and support them as they transition to using new, shared processes and databases.

Dedicated training team

We now have a dedicated training officer, Chris Reid, and administrator, Emma McDade, who you’ll meet when you attend a session. You can contact the training team on 388081.

Fancy putting your dexterity skills to the test?

We’re looking for fast fingers to help us trial the new mobile Travel and Expenses functionality in OneUniversity.

We’re giving away a £30 Amazon voucher in our latest competition. All you have to do is test your digital dexterity skills and complete an expenses claim form on your mobile, against the clock, using the new OneUniversity Finance solution.

We’ll send you a link to a video showing how to complete the expense claim. Contact business-transformation@dundee.ac.uk to receive your video link and arrange a time to visit the BT office at Heathfield to put your skills to the test!

Terms & Conditions:
Competition open to UoD staff only.
Entries close at midnight on Monday 30 July.
No alternative prize will be offered.
The winner will be announced on Tuesday 31 July.

Q & A with Student Services

The Student Services Change Champions and Ambassadors, from left, Tina Brander, Kirsty Stewart, Lesley Sinclair, Keith Mackle and Graham Nicholson.

We visited Student Services to find out more about their roles as Change Champions and Ambassadors for the BT Programme and what they’re looking forward to most about the new OneUniversity solution.

Who?
Student Services Change Champions Tina Brander – Student Records, Fees, and Module Assessment Officer and Kirsty Stewart – Immigration Compliance Manager. Student Services Change Ambassadors Keith Mackle, Assistant Director; Graham Nicholson, Director of Student Services and Lesley Sinclair, Director of Registry

How are you involved in the Programme?
As Change Champions for Student Services we take a very active role, attending all meetings and training sessions provided by the Business Transformation team.

We work closely with our Change Ambassadors, helping to identify key users and raise awareness of the change programme in our Student Services colleagues and communicate updates and act as a liaison between Student Services and the Programme team.

We try to ensure that key users are included in all relevant training sessions. We do our best to answer any queries they might have ourselves or let them have the relevant contact at BT.

We have introduced ourselves to all staff in Student Services, keeping in regular contact with them via email and gave a presentation at our last  Away Day. We took the opportunity to explain more about our role as Change Champions and provided an update on how the Finance and Procurement system would affect us all.

As Change Champions we have also arranged a series of informal briefing sessions with Student Services staff and Angela Hamilton from BT. This was very well attended and received very positive feedback.  These sessions let staff see how the system will look and provided an opportunity for them to ask Angela, the Ambassadors, Change Champions and Key Users any questions that they had.

What excites you about the new OneUniversity solution?
Having attended the early demonstration days  we were the first to have the opportunity to see what the system can do. It looks good, it’s very easy to navigate and we think it will improve our students’ experience as well as making things more accessible for staff.

What three actions will ensure a successful implementation?
Consultation, engagement and communication.

What three things do you want to tell people about the Programme?
That as an integrated system it is:
1. accessible anywhere,
2. easy to navigate,
3. user friendly and it will work for the better.
That’s four things so it’s probably just as well we don’t work in Finance!

What is the first thing you will do when you use the new Student solution?
Celebrate! Log in!

Stuart Moorhouse

 

 

 

 

 

 

Stuart has moved from Student Technical to manage the Finance and Procurement workstream.

What’s your role?

As senior project manager for Finance and P2P my responsibility is to take F&P live into the business. The role is operational, working directly with TechOne. We ask ‘What do we need to get in order to go live?’ We have a clear vision of what success will look like, then we manage and drive tasks forward to get there.

How did you get here?

I moved from a commercial background where we used an end-to-end production model into higher education. I’ve been learning to think about the University as a business with a complex set of institutional, as well as commercial, needs.

What’s next?

We are getting the OneUniversity Finance solution in a steady state, resolving defects before we undertake two cycles of formal testing. The testing will give us the evidence we need to show the solution is fit for purpose.

How is life in Dundee?

At work, I’ve been insistent that the solution should have a Scottish accent that’s configured to meet our specific Dundee needs – funny coming from a South African! At my local, the infamous Dundee pub Cutty Sark on the Kingsway, the strains of my own accent mean I never go unnoticed.

Change Champion Chats: Letty Gibson

Our change champions are an integral part of our change programme. In this blog we speak to Letty Gibson, Research School Services Manager, School of Life Sciences, about her role as a change champion.

Please tell us about your role.

I have been employed by the University of Dundee in Life Sciences since 1997 and my role has changed several times during this time as the School has expanded. I am now the Research Technical Lead in Life Sciences within the senior management team. I’m also a member of various management committees across the university. Part of my role includes responsibility for the delivery of the Laboratory Management Support Service which includes a team of lab managers and junior lab technicians. Our work includes dealing with procurement, budget management, health and safety and compliance with legal requirements and adherence to UoD policy in all aspects. We focus on these areas so researchers can focus on their research activities.

What made you want to be a change champion?  

It’s very important to me, in fact, I’ve been involved in initial design workshops, user acceptance testing and training since before I became a change champion.  From day one I’ve contributed to shaping and influencing the way Business Transformation will work. Procurement in Life Sciences is highly complex due to volume, range of funding bodies and types of spend. I’ve been fully involved to make sure the system can meet the procurement needs of Life Sciences regarding what we buy and where we buy it.  But I carry out this work as part of a team, with lab managers and other key Life Science staff, who join me in workshops so we can get the best of their knowledge and expertise.

From the beginning it was critical to me that our School should have a strong voice in the development stages of the Business Management System in order to influence. I’ve been involved in the introduction of new business systems in the School of Life Sciences before, namely in the development and launch of PECOS. Seeing the challenges that change brought, that’s where I learnt where potential obstacles can arise, what critical issues need to be addressed and what can be put in place to make change as seamless as possible.

The key to success is preparation, planning and strong communication. That’s my role as liaison between the BT programme team and the staff within Life Sciences who will be affected by the change.  Understanding and pre-empting what we will and won’t have is critical. I highlight our needs and identify if system solutions are in place and what will be available at go live. The smooth running of our labs during the cutover period is paramount and we do all we can not to compromise service delivery to staff.

What benefits do you see OneUniversity bringing?

I’m very excited about the undertaking to improve business management processes. Currently we spend time looking for information and aren’t always able to access the data required, often duplicating our efforts and not being 100% sure that the information we have is current and accurate. I have been at many sessions where the data provided in the new system is described as a ‘single source of truth’. I’m really looking forward to this and it’ll be fantastic when managers can go and access the data they want instantly.

I know that the grant holders are very excited when given an insight into the type of budget reporting that will be available and accessible using any device, anywhere. When the research model goes live it will have a huge impact on Life Sciences when researchers can trace a single pathway from idea to award. In HR too, to run my team of 25 people, it will be so useful to have a single source of information that’s easy, quick and efficient to access. Having simple access to complex data is going to help me do my job.

Fun fact about Letty

I love driving but have never mastered reverse parking!

Ready, steady …

Change is everywhere these days, whether at work or home, it’s all around us, especially advances in technology and communications – think Alexa, Amazon Prime and Netflix – which are constantly challenging the norm and changing our behaviours. 

How we deal with change and uncertainty is part of our genetic make-up. For some it’s a breath of fresh air, something to be welcomed and an opportunity to see, do, or be involved in something new; for others it’s something to fear and resist where possible.

Over the next five years, the transformation programme and OneUniversity solution will continue to bring about significant change at the University, not just in terms of the technologies we use and processes we implement, but also in the ways we work, our behaviours and perceptions.

Preparing for change
First, let’s acknowledge that it’s okay to feel apprehensive, scared, angry or even hurt by the changes taking place.  In some cases, the things you hold dear to you are being challenged. That process you’ve been responsible for is going to change and, we recognise that you may not like it initially.

So, what can you do about it?
In this, the first of our series of blogs on change, we’ve put together a few suggestions for helping you get ready for OneUniversity Finance.

Take control and get involved:
– It’s up to you! Take an interest in what’s happening and ask your manager how you can get involved. Speak to your colleagues about what this is likely to mean for your team and look at the things you can do together to help

– Your change champions and managers are a great source of information about the Programme and are available to support you.

Educate yourself:
– Learn about the Programme and why it’s happening.
– Think about what the risks are if things just stay the same. Can we sustain our current working practices?
– Find out what new skills and abilities you’ll need in the new world and speak to your manager or change champion about training you’ll need.

Stay positive:
– We’re talking about new ways of working so there are likely to be opportunities arising as a result of the changes, and a chance to learn new skills on new technology (think of what that will look like on your cv).

And finally, don’t just ignore it because it is happening.

Next time:  what can we expect to see as a result of the changes?

Banner selfie competition

Business Transformation team member Mike McDonald with one of the green banners.

Our Business Transformation banners are going on a seven-week tour around University buildings from Monday 15 January and they could earn you a tasty prize if you spot one.

To be in with a chance of winning one of six prizes is take a selfie with the banner and answer the following question:

During the post-implementation phase of the programme, what will we be investing in? Here’s a little clue for you … you can find the answer on the banner.

Please email your photo and answer to business-transformation@dundee.ac.uk by Thursday 1 March 2018.

The six winners will be drawn from the proverbial hat and announced after we go live on 5 March.

The prizes up for grabs are:

  1. £30 Amazon voucher
  2. One month’s free pass to Institute of Sports & Exercise (ISE)
  3. A surprise hamper of goodies.
  4. Three separate prizes of tea and sandwiches or cake in the Tower café.(Competition open to UoD staff and students only)

A word on training

Change and Communications manager Angela Hamilton hosting one of the training sessions.

Change and Communications manager Angela Hamilton explains why training is such an important feature of the Business Transformation programme …

You may not be aware of this, but training is a large part of what we do in the Change and Communications team.

An effective training programme will help us get ready for the changes to the way we work that will come as a result of OneUniversity.

One of the benefits of the revised date is that it allows us to train more people, making sure that when we do go live, University business won’t suffer and we’ll be able to get on with our jobs.

When we consider how an organisation changes its behaviours or its ways of working as a result of something as big as the Transformation Programme, we’re really looking to do this on two levels; individual and organisational.

Our approach to this involves identifying, amongst other things, the benefits of the change at an individual level; and working with Schools and Directorates to identify suitable and appropriate change, communications and training plans to help move teams through the process and out the other side as smoothly as possible.

Hands on training won’t be available to everyone so the focus at the moment is on making sure that there are a variety of training and educational tools and resources available for use before, during and after go live.

So, what about the training?

The majority of this will take place in the three weeks running up to go live, which ensures that the knowledge is fresh in people’s minds. A revised training plan has been agreed and this will be communicated to School Managers and Directors who will nominate appropriate staff to take part in the various sessions.

In addition to this, we’ll schedule a number of drop-in surgeries and demos on a variety of topics including expenses and requisitioning.

Further information on these sessions, including dates, will be published on this blog so keep checking back regularly.

Angela

Q&A with Student Programme Manager Pat Furze

Pat Furze has recently joined the Business Transformation team as Programme Manager on Phase 2 of the programme – student. Pat brings with him a wealth of experience in the student implementation lifecycle having worked for universities across the US including the University of California, Berkeley, as well as Glasgow University.

 

What’s your main role as programme manager in the Business Transformation team?
It’s a wide-ranging role overseeing a large team for the Phase 2 programme design, build and delivery.

What do you see as the key priorities?
The streamlining of our processes to effectively deliver a successful next phase of the Business Transformation programme which will bring positive change to the University.

What’s your career background?
I have 35 years’ experience in higher education, including 20 years delivering student systems in the US and UK. During that time I’ve delivered 12 full-cycle student implementations.

Where were you brought up?
I’m originally from Phoenix, Arizona but have spent the last five years in the bay area of Oakland, California.

Why leave the sunny climes of California for the chilliness of Scotland?
It’s a great opportunity to make a real, positive impact on the ambitions to transform and deliver such an important project for the University.

What do you do in your spare time?
I’m an avid reader, I love to travel, play golf and I also play the guitar. Well, I say play, I mess around with it and I like to strum out Neil Diamond or Bob Dylan songs.

I love American football and follow the Patriots, and also the Cardinals and Raiders, although the biggest challenge I see being in Scotland is managing to stream any of the games as they will be on at around 1.00am UK time!

What’s your favourite cheese?
Brie.