Modernizing and
Standardizing the Penn State
University Payroll System
Wendi Herrington
Programmer/Analyst
October 2013

©...
About Penn State University

2 |

©2013 Software AG. All rights reserved. For internal use only
Current Payroll System
• Written in several different languages
• COBOL
• Easytrieve
• Natural

• Batch process that runs ...
•

•

4 |

PSU Financial data is extracted three days
before payroll runs

©2013 Software AG. All rights reserved. For int...
Payroll System Concerns
Risky

Not
Modularized

Not flexible

Payroll System

Old
Technology

Old Business
Logic

Limited
...
Modernization Project Purpose
Reduce Risk

Modularize
Compute

Flexibility

New Payroll
System
Analyze
Business
Logic

One...
Finding a Solution
• The payroll modernization project was approved September 10, 2010
by University senior management
• T...
PSU Payroll Modernization Blueprint
(Provided by SoftwareAG)

Establish
Modern
Development
Environment

Conversion of
non-...
Establish Modern
Development Environment

9 |

©2013 Software AG. All rights reserved. For internal use only
Implement NaturalONE

10 |

©2013 Software AG. All rights reserved. For internal use only
Implement Natural Engineer

11 |

©2013 Software AG. All rights reserved. For internal use only
Setup the Payroll Application in the new
Development Environment

“The most critical part of the Payroll
Modernization is ...
Setup the Payroll Application in the new
Development Environment
PROD

PAYROLL
PRODUCTION

DB 226

PAYROLL
MODERNIZATION
D...
New Development Environments
PSU
Production
Environment
ADA 226
_______________

Payroll Parallel
Acceptance
Environment
A...
Conversion of non-Natural Code
• Analyze and convert COBOL code into Natural
• PSU sent almost 100 COBOL programs to Germa...
Application Modernization
•
•
•
•
•
•
•
•

16 |

Build/Update data models
Document physical and logical application data m...
Project Approach
- Work Streams
- Established a series of work streams focused around key objectives as
follows:
-

Payrol...
Project Approach – Work Streams
Steve Savard – Resource Manager and Payroll Subject Matter Expertise
Work Stream 1
Enhance...
Accomplishments
Steve Savard – Resource Manager and Payroll Subject Matter Expertise
Work Stream 1
Enhancements

Work Stre...
What our customers are Saying
Voucher
Distribution

“This enhancement eliminated
six boxes of paper a month, plus
it saved...
What our customers are Saying
Exception
Reporting
“The biggest benefit so far
has been this report
because it made this of...
Lessons Learned
• The process takes time
• Would have tired more staff in supporting roles such as database,
middleware an...
Questions

©2013 Software AG. All rights reserved.
Upcoming SlideShare
Loading in …5
×

The Pennsylvania State University: Modernizing and Standardizing the Penn State University Payroll System

1,464 views

Published on

Innovation World 2013 presentation.
Penn State University realized its 47-year-old COBOL-based payroll system had to be replaced. An internal review of options resulted in the decision to modernize it within its current Adabas-Natural and webMethods BPMS environment. Learn how Penn State University utilized Software AG products and services to modernize an outdated payroll system by converting the COBOL system to Natural.

SpeakerS:
Wendi Herrington
Programmer/Analyst, The Pennsylvania State University

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,464
On SlideShare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
31
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

The Pennsylvania State University: Modernizing and Standardizing the Penn State University Payroll System

  1. 1. Modernizing and Standardizing the Penn State University Payroll System Wendi Herrington Programmer/Analyst October 2013 ©2013 Software AG. All rights reserved.
  2. 2. About Penn State University 2 | ©2013 Software AG. All rights reserved. For internal use only
  3. 3. Current Payroll System • Written in several different languages • COBOL • Easytrieve • Natural • Batch process that runs three times a month • Twice for Biweekly Payroll • Once for Monthly Payroll 3 | ©2013 Software AG. All rights reserved. For internal use only
  4. 4. • • 4 | PSU Financial data is extracted three days before payroll runs ©2013 Software AG. All rights reserved. For internal use only Output used to update the PSU Financial Database
  5. 5. Payroll System Concerns Risky Not Modularized Not flexible Payroll System Old Technology Old Business Logic Limited Resources 5 | ©2013 Software AG. All rights reserved. For internal use only
  6. 6. Modernization Project Purpose Reduce Risk Modularize Compute Flexibility New Payroll System Analyze Business Logic One Technology Increase Resources 6 | ©2013 Software AG. All rights reserved. For internal use only
  7. 7. Finding a Solution • The payroll modernization project was approved September 10, 2010 by University senior management • The University hired Software AG consultants to provide technical project management, analysis and Natural training for Penn State staff for the first year of the project • Six month start up period • Start Date of April 4, 2011 • End Date of June 30, 2014 7 | ©2013 Software AG. All rights reserved. For internal use only
  8. 8. PSU Payroll Modernization Blueprint (Provided by SoftwareAG) Establish Modern Development Environment Conversion of non-Natural Code 8 | Setup Application in Development Environment Application Modernization ©2013 Software AG. All rights reserved. For internal use only
  9. 9. Establish Modern Development Environment 9 | ©2013 Software AG. All rights reserved. For internal use only
  10. 10. Implement NaturalONE 10 | ©2013 Software AG. All rights reserved. For internal use only
  11. 11. Implement Natural Engineer 11 | ©2013 Software AG. All rights reserved. For internal use only
  12. 12. Setup the Payroll Application in the new Development Environment “The most critical part of the Payroll Modernization is not a modernization task but a generic software development task: Test Plan Creation and Execution” - 12 | ©2013 Software AG. All rights reserved. For internal use only SoftwareAG
  13. 13. Setup the Payroll Application in the new Development Environment PROD PAYROLL PRODUCTION DB 226 PAYROLL MODERNIZATION DEVELOPMENT DB 232 13 | ©2013 Software AG. All rights reserved. For internal use only
  14. 14. New Development Environments PSU Production Environment ADA 226 _______________ Payroll Parallel Acceptance Environment ADA 233 _______________ Payroll Development Environment ADA 232 _______________ PSU Test Environment ADA 229 ____________ • • • • • • Runs on IPO2 • • • • 14 | Runs on IPO3 Production Control must submit the JCL Security set up similar to production Copy of production data Copy of parallel code Environment is ONLY used to run parallel for the next X months ©2013 Software AG. All rights reserved. For internal use only • • • • Runs of IPO3 Payroll Developer must submit the JCL Security is set up similar to PSU test Copy of production data Copy of Production Code Environment is ONLY for payroll developers Runs on IPO2
  15. 15. Conversion of non-Natural Code • Analyze and convert COBOL code into Natural • PSU sent almost 100 COBOL programs to Germany to be automatically converted to Natural • A SoftwareAG consultant converted the compute module from COBOL to Natural in about four months • Manually analyze and convert PL1 and Easytrieve code into Natural 15 | ©2013 Software AG. All rights reserved. For internal use only
  16. 16. Application Modernization • • • • • • • • 16 | Build/Update data models Document physical and logical application data model Utilize Natural Engineer to identify unused fields and identifiers Identify new data requirements from COBOL conversions Analyze and update business requirements Normalize data structures Identify Missing or unused modules Analyze partner applications ©2013 Software AG. All rights reserved. For internal use only
  17. 17. Project Approach - Work Streams - Established a series of work streams focused around key objectives as follows: - Payroll Enhancements Payroll Analysis Non-Natural Code Conversion COMPUTE Conversion Testing and Code/Change Management Infrastructure - Run the work streams in parallel and manage dependencies between the work streams - Teams - Create teams with focus on a work stream - Designate a team lead to be primary point of contact - Teams have a primary team but support all work streams as needed 17 | ©2013 Software AG. All rights reserved. For internal use only
  18. 18. Project Approach – Work Streams Steve Savard – Resource Manager and Payroll Subject Matter Expertise Work Stream 1 Enhancements Work Stream 2 Payroll Analysis Work Stream 3 Non-NAT Code Work Stream 4 Work Stream 1 COMPUTE Work Stream 5 Testing/Code Mgt Work Stream 6 Infrastructure Steve Karen Vicki Vicki Clyde/Steve Rusty Phase 1 Convert to NAT Create Test Plan Run in Parallel Deploy to PROD Create Code Mgmt Approach Subversion Repository Load Automated COBOL Conversion Payroll Development Standards Other Non-NAT Conversion Analysis Time-Cards Impact Analysis Prioritize Code Inventory Pay by Object Code Modernization Plan with Priorities Vouchers Exception Reporting Deductions Taxable Benefits State Taxes Pay Grid in HR Forms Modernization Development Iterative Conversion Development Phase 2 Modernize Phase 3 Update with Enhancements Development Work Streams Software AG Support Project Management 18 | ©2013 Software AG. All rights reserved. For internal use only Create and Execute Test Plans Create Release Schedule Spec out Parallel Environment Set up Parallel Environment & Scheduling Confirm Parallel Environment Requirements Confirm Data Requirements Update Repository as Necessary Manage Mainframe Infrastructure
  19. 19. Accomplishments Steve Savard – Resource Manager and Payroll Subject Matter Expertise Work Stream 1 Enhancements Work Stream 2 Payroll Analysis Work Stream 3 Non-NAT Code Work Stream 4 Work Stream 1 COMPUTE Work Stream 5 Testing/Code Mgt Steve Karen Vicki Jeff Clyde/Steve Repository Load Automated COBOL Conversion Non-NATURAL Conversion Taxable Benefits Payroll Development Standards Time-Cards Impact Analysis Prioritize Code Inventory Other Deductions Modernization Plan with Priorities Vouchers Exception Reporting State Taxes Pay by Object Code Modernization Development Phase 1 Convert to NAT Create Test Plan Run in Parallel (EZTrieve, Etc.) Iterative Conversion Development Phase 2 Modernize Phase 3 Update with Enhancements Development Work Streams Software AG Support Project Management ©2013 Software AG. All rights reserved. For internal use only Create and Execute Test Plans Create Release Schedule (Gray shades indicate completion) 19 | Create Code Mgmt Approach Subversion Spec out Parallel Environment Set up Parallel Environment & Scheduling Work Stream 6 Infrastructure Rusty Confirm Parallel Environment Requirements Confirm Data Requirements Update Repository as Necessary Manage Mainframe Infrastructure
  20. 20. What our customers are Saying Voucher Distribution “This enhancement eliminated six boxes of paper a month, plus it saved mail services, printing services and payroll staff time. This is a win win situation since everything is now available electronically. This also helps in retention of security of these reports. My staff is now celebrating!” Ray Burke – Payroll Manager 20 | ©2013 Software AG. All rights reserved. For internal use only
  21. 21. What our customers are Saying Exception Reporting “The biggest benefit so far has been this report because it made this office proactive instead of re-active” Ray Burke – Payroll Manager 21 | ©2013 Software AG. All rights reserved. For internal use only
  22. 22. Lessons Learned • The process takes time • Would have tired more staff in supporting roles such as database, middleware and systems architect departments Project Future • Currently working on finished enhancements • Using built in features of NaturalONE to call web services 22 | ©2013 Software AG. All rights reserved. For internal use only
  23. 23. Questions ©2013 Software AG. All rights reserved.

×