Overview

Background

The Finance Department have secured read-only access to the eFinancials application for a period of up to 7 years, to provide continuity of access to eFinancials data and documents when it becomes a legacy system as the People and Money System is launched.

This project will perform an infrastructure review, and related solution options, for the existing eFinancials application and components required to deliver the Finance Department's external audit and enquiry requirements. 

The project will include a technical infrastructure review, a business requirements exercise and solution options document.

Scope

In Scope

  • Infrastructure/End of Life Review of areas providing or interacting with eFinancials such as Managed Desktop/Browsers, Business Objects, Serengeti/Document Management and PaperClip; and any application or component holding audit and enquiry data
  • Business Requirements exercise for Audit and Enquiry
    • Review of prior actual audit and enquiry requests (data and documents)
    • Review of emerging or future audit and enquiry requirements (data and documents)
  • Statement of solution/mitigation options, including user access, risks, prioritisation, GDPR implications and the associated cost and benefit
  • Data Privacy Impact Assessment

 

Out of Scope

  • Historic Data Requirements not pertaining to Audit and Enquiry scenarios
  • Extraction of Data and/or Historic Data Store
  • Information Security Review
  • Major upgrades to eFinancials should there be technology obsolescence or information security issues
  • Infrastructure Upgrade

 

Objectives and Deliverables

 

Objectives and Deliverables

Priority

Owner

O1 To document the End of Life position for eFinancials components, including secondary systems and components required to deliver audits (e.g. BI Suite, Serengeti and PaperClip)

 

 

D1. End Of Life Matrix

Must Have

IS Applications Management

IS Development Technology

Finance Systems Team

O2 To document, review and prioritise the scenarios (and associated data) required for external audit and enquiries; and to document the relevant solution or mitigation options    
D2. Audit and Enquiry Scenarios - Business Requirements Document Must Have

Finance:

- Research Grants Team

- FIRST

- Finance Systems Team

D3. Solution Options Document Must Have
 

IS Applications Management

Finance Systems Team

O3 To ensure that data privacy requirements are covered    
D4. Data Privacy Impact Assessment Must Have Finance Systems Team

 

 

Benefits

  • Addresses the required extension of End Of Life for the relevant components
  • Retention of data needed for audit and enquiry purposes
  • Ability to go back into eFinancials to check any data migration data anomalies/errors in migrated data in new system
  • Ability to source additional data items from the legacy data to bring in new missing data items that users have requested for the data mart post-launch

 

Success Criteria

  • Resolution of end of life positions
  • Required data and documents available to meet audit and enquiry requirements

Project Milestones

Stage Milestone Due Date
Plan Planning 26-Feb-2021
Execute Technical / end of life review complete 28-May-2021
Execute Business Requirements/scenarios review complete 28-May-2021
Deliver Delivery (solution options document) 25-Jun-2021
Close Closure 30-Jul-2021

 

 

 

Project Info

Project
eFinancials Component Infrastructure Review for Audit and Enquiry-related Data
Code
FIN137
Programme
Finance (FIN)
Management Office
ISG PMO
Project Manager
Ben Armstrong
Project Sponsor
Craig Henderson
Current Stage
Close
Status
Closed
Start Date
22-Jan-2021
Planning Date
26-Feb-2021
Delivery Date
25-Jun-2021
Close Date
30-Jul-2021
Overall Priority
Normal
Category
Compliance

Documentation

Plan