Huron Research Suite Planning and Prioritization Meeting Overview
Huron Research Suite
Planning and Prioritization
December 12, 2019
Agenda
•
Huron Production Support
•
SaaS structure
•
Implementation vs Support Phases
•
HRS Changes during Support Phase
•
Decision Criteria for Upgrade & Patches
•
Business Unit Participation
•
Huron Community Calls
•
Huron Enhancement Voting Website
•
Huron User Group (HUG) Annual Conference
•
GRIT Support
•
Next Steps
Goal of this meeting
•
To share knowledge of how the Huron Software as a Service
model works for production support.
•
To design an agreed upon process to make decisions about
sustaining, improving and growing the Huron Research Suite.
What to Expect In November - March
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•
Research Faculty
•
Department Administrators
•
HR Liaisons
•
Budget Directors
•
Office of Research
•
Office of Animal Welfare
•
Environmental Health & Safety
•
Institutional Review Board
•
Finance & Accounting
•
Human Resources
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f
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r
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s
•
ARGIS to HRS Suite
•
HRS
•
PARIS
•
AURORA
•
PeopleSoft Financials
•
PeopleSoft HR
SaaS Model
•
Software via subscription = Software as a service
•
Huron delivers 2 upgrades per year
•
Typically Spring and Fall
•
UCF cannot get more than 2 upgrades behind per
contract
•
GRIT and Business Units will be expected to:
•
Participate in decision making for HRS updates
•
Test the upgrades
•
Participate in training
•
Review and modify existing business processes driven by
software upgrades
Definitions
•
Support Case – Tickets opened with Huron to address bugs and
enhancements. GRIT opens the support case based upon input from the
business units.
•
Implementation phase – where Huron (Alan, Doug) have been making the
changes on our behalf
•
By end of 2019, IRB, IACUC and Agreements will be closed in this phase. Grants will
continue in this phase until the integration with PeopleSoft grants is complete.
•
Support phase – GRIT works directly with Huron via Support Cases to
request administrative changes.
•
Self-Service Configuration Changes
•
Request for Configuration Changes
•
Upgrades
•
Patches
HRS Changes during Support Phase
•
Self-Service Configuration Changes
•
Changes that UCF admins (GRIT team) can complete without Huron
•
Currently includes updates to user roles, custom searches, minimal IT access for
researching/troubleshooting
•
Huron continues to enhance this list of capabilities for SaaS clients
•
Requests for Configuration Changes – Per contract, one set of changes
per month.
•
Examples - solution settings, help text, email notification templates, etc.
•
Upgrades
•
Huron releases 2 upgrades per year (Spring and Fall)
•
UCF does not have to take every upgrade, but we cannot get more than 2 behind
•
UCF Patches
•
UCF-specific changes outside of delivered solution (e.g. Open Issues lists)
HRS Changes – Upgrades & Patches
•
GRIT and Business Units will drive decisions to apply upgrades
and patches
•
Planning and prioritization will be based on proposed criteria
•
Business Unit representation:
•
Chairs – Dorothy Yates, Ozlem Garibay, Debbie Reinhart
•
Business Units – Jennifer Shambrook, Celeste Rivera-Nunez, Michelle
Greco, Mary Davis, Brenda Jackson, Jane Gentilini, Amber Thorne,
Renea Carver, Gillian Bernal, Cristina Calcano, Doug Backman, Kim
Smith, Joshua Roney
•
GRIT Team – Chad Macuszonok, Chris Meholic, Jen Bouvier, Christine
Silver, Wil Cornelio, Nick Rufrano
Goals of this group
•
To support a transparent, open, inclusive and data driven
process on how best to allocate resources, time, and funds to
sustain, improve and grow the newly implemented Huron
Research Suite.
•
The intention is to make decisions in the best interest of UCF
and its research goals.
•
To ensure the proposed set of criteria are comprehensive to
support decision making, and recognize they can change as
needed. To view the criteria as guidelines for decision making.
Decision Routing & Criteria
Proposed Criteria
•
Regulatory – Federal, state, local, accreditation
•
New compliance regulations
•
Audit – Findings or recommendations from audits
•
Segregation of duties
•
Security
•
Physical or cyber security
•
Strategic - Directives that have an institute-wide impact
•
Research 2020 250M
•
Operational - Necessary to sustain reliable and dependable systems
•
Vendor driven upgrades
•
90/10 Rule
•
Population impact versus cost
•
Return on investment
•
Increase PI satisfaction and service delivery
Business Unit Participation
•
Huron Community Calls
•
Monthly calls for each HRS module
•
Focuses on new/scheduled functionality and opportunities to provide feedback
on future enhancements
•
Huron Enhancement Voting Website
•
Vote on most desired enhancements and provide comments with supporting
business scenarios
•
Huron User Group (HUG) Annual Conference
•
April 27 -30, 2020 in Seattle, WA
•
Agenda includes:
•
Solution updates and HRS Roadmap
•
Solution-specific working groups
•
Cross-suite consistency working group
•
Product demos
•
https://click.huronsoftware.com
Production Support
•
GRIT Hours of Support
•
Monday through Friday, 8am - 5pm ET
•
Support team includes Christine Silver, Wil Cornelio, Nick Rufrano, Jen
Bouvier, Chad Macuszonok
•
How to reach us?
•
GRITServiceDesk@ucf.edu
•
For urgent issues, please email
Wahoo@ucf.edu
•
Urgent issues include site issues (unable to access site) and/or SF424
issues
•
Huron support team is in PT time zone, however they provide
support during UCF’s business hours of 8am- 5pm ET.
Next Steps
•
Proposing this group meets quarterly to touch base
•
GRIT will meet with business units on a monthly basis
The Huron Research Suite Planning and Prioritization meeting delves into the importance of understanding the Software as a Service model for production support and establishing a clear decision-making process to enhance the Huron Research Suite. Key topics covered include agenda details, operational impact expectations from November to March, the SaaS model, and definitions related to support and implementation phases. The goal is to facilitate knowledge sharing and strategic planning to sustain and grow the suite effectively.
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Presentation Transcript
Huron Research Suite Planning and Prioritization December 12, 2019
Agenda Huron Production Support SaaS structure Implementation vs Support Phases HRS Changes during Support Phase Decision Criteria for Upgrade & Patches Business Unit Participation Huron Community Calls Huron Enhancement Voting Website Huron User Group (HUG) Annual Conference GRIT Support Next Steps
Goal of this meeting To share knowledge of how the Huron Software as a Service model works for production support. To design an agreed upon process to make decisions about sustaining, improving and growing the Huron Research Suite.
What to Expect In November - March Operational Impact Research Faculty Department Administrators HR Liaisons Budget Directors Office of Research Office of Animal Welfare Environmental Health & Safety Institutional Review Board Finance & Accounting Human Resources Campus Satisfaction IMPLEMENTATION STABILIZATION 1 System Transformations ARGIS to HRS Suite HRS PARIS AURORA PeopleSoft Financials PeopleSoft HR Time Adaptive Innovation New Strategy, Vision, or Business Model Trigger HRS Grants, PS Grants, and HR Updates Operational Stabilization 1 Short-term recovery with long-term restoration of growth and performance
SaaS Model Software via subscription = Software as a service Huron delivers 2 upgrades per year Typically Spring and Fall UCF cannot get more than 2 upgrades behind per contract GRIT and Business Units will be expected to: Participate in decision making for HRS updates Test the upgrades Participate in training Review and modify existing business processes driven by software upgrades
Definitions Support Case Tickets opened with Huron to address bugs and enhancements. GRIT opens the support case based upon input from the business units. Implementation phase where Huron (Alan, Doug) have been making the changes on our behalf By end of 2019, IRB, IACUC and Agreements will be closed in this phase. Grants will continue in this phase until the integration with PeopleSoft grants is complete. Support phase GRIT works directly with Huron via Support Cases to request administrative changes. Self-Service Configuration Changes Request for Configuration Changes Upgrades Patches
HRS Changes during Support Phase Self-Service Configuration Changes Changes that UCF admins (GRIT team) can complete without Huron Currently includes updates to user roles, custom searches, minimal IT access for researching/troubleshooting Huron continues to enhance this list of capabilities for SaaS clients Requests for Configuration Changes Per contract, one set of changes per month. Examples - solution settings, help text, email notification templates, etc. Upgrades Huron releases 2 upgrades per year (Spring and Fall) UCF does not have to take every upgrade, but we cannot get more than 2 behind UCF Patches UCF-specific changes outside of delivered solution (e.g. Open Issues lists)
HRS Changes Upgrades & Patches GRIT and Business Units will drive decisions to apply upgrades and patches Planning and prioritization will be based on proposed criteria Business Unit representation: Chairs Dorothy Yates, Ozlem Garibay, Debbie Reinhart Business Units Jennifer Shambrook, Celeste Rivera-Nunez, Michelle Greco, Mary Davis, Brenda Jackson, Jane Gentilini, Amber Thorne, Renea Carver, Gillian Bernal, Cristina Calcano, Doug Backman, Kim Smith, Joshua Roney GRIT Team Chad Macuszonok, Chris Meholic, Jen Bouvier, Christine Silver, Wil Cornelio, Nick Rufrano
Goals of this group To support a transparent, open, inclusive and data driven process on how best to allocate resources, time, and funds to sustain, improve and grow the newly implemented Huron Research Suite. The intention is to make decisions in the best interest of UCF and its research goals. To ensure the proposed set of criteria are comprehensive to support decision making, and recognize they can change as needed. To view the criteria as guidelines for decision making.
Proposed Criteria Regulatory Federal, state, local, accreditation New compliance regulations Audit Findings or recommendations from audits Segregation of duties Security Physical or cyber security Strategic - Directives that have an institute-wide impact Research 2020 250M Operational - Necessary to sustain reliable and dependable systems Vendor driven upgrades 90/10 Rule Population impact versus cost Return on investment Increase PI satisfaction and service delivery
Business Unit Participation Huron Community Calls Monthly calls for each HRS module Focuses on new/scheduled functionality and opportunities to provide feedback on future enhancements Huron Enhancement Voting Website Vote on most desired enhancements and provide comments with supporting business scenarios Huron User Group (HUG) Annual Conference April 27 -30, 2020 in Seattle, WA Agenda includes: Solution updates and HRS Roadmap Solution-specific working groups Cross-suite consistency working group Product demos https://click.huronsoftware.com
Production Support GRIT Hours of Support Monday through Friday, 8am - 5pm ET Support team includes Christine Silver, Wil Cornelio, Nick Rufrano, Jen Bouvier, Chad Macuszonok How to reach us? GRITServiceDesk@ucf.edu For urgent issues, please email Wahoo@ucf.edu Urgent issues include site issues (unable to access site) and/or SF424 issues Huron support team is in PT time zone, however they provide support during UCF s business hours of 8am- 5pm ET.
Next Steps Proposing this group meets quarterly to touch base GRIT will meet with business units on a monthly basis
