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Archive for the ‘Implementations’ Category

Plumas COE

We are getting close to going live in Plumas COE! Even though it’s not yet July, the Plumas team is already live in employees, vendors and accounts.

With an ADA of 2,400+, Plumas COE is located in Quincy in the beautiful Mount Lassen area of Northern California. Plumas began their data transfer in December, and they have been blazing trails ever since.

We are finishing up development of their custom items and they are completing pay compares and any remaining testing. Kudos to Yvonne Bales and Laurie Pendray for keeping all tasks moving on the county office side of the project. In June we will be holding the final trainings and will be ready for the July go live.

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We don’t publicize it much, but Escape Technology has a large user group, run by our customers. It meets quarterly, using a satellite video system. We often attend at Placer COE since their office is close to ours. I attended the last one at Ventura COE’s office in Camarillo. But listening to something James Anderberg of Placer COE made me contact him afterward.

We realized it had been five full years since Placer COE and their districts went live on our system. The Placer COE project was the first county-wide implementation for brand new Escape Online 5 Finance/HR/Payroll/COE system. As you would expect, there were plenty of wrong turns and potholes in the beginning! In the end, it was the great project plan and ongoing management quarterbacked by James that kept everyone going.

On this anniversary, I asked James to share a few thoughts for our blog:

It has been five years since the Placer County Office of Education and its district partners first completed its county-wide payroll utilizing Escape’s Online 5 software.  While anniversaries of this nature are not widely recognized, this monumental milestone certainly has not passed me by.  I am still in awe of the initiative of all those involved that were able to manage change in a way that made this complex transition possible. This multi-phased implementation could not have happened without the leadership of our Journey to Escape Task Force team, who facilitated the move of approximately 900 users in 22 organizations through all three of Escape’s modules in 18 months.

What continues to be an important element in systemic change is the need to think about collective impact.  We were able to find emergent solutions toward a multiple of outcomes through ongoing meetings, trainings, mentoring, and of course, trial and error.    These processes enabled all participants to actively engage in the methods the Task Force used for data migration, software setup, and user training.  Through a shared vision for the possibilities of what Escape could ultimately do for our organizations, we were able to identify problems and find solutions through a joint approach that involved key stakeholders across the county.  We found that this helped everyone to have a forum to share their successes as well as their frustrations.  We learned together in concert with our ESCAPE partners who provided incredible support.

We have been open to sharing our process with other organizations throughout the state to provide lessons learned and best practices.  If you would like to hear more about our approaches to project management, change management, and ongoing process improvement, please don’t hesitate to contact me.

James Anderberg, Executive Director, Administrative Services

Placer County Office of Education, Auburn, CA

From all of us here at Escape, a warm Thank You to James, the rest of the great folks at Placer COE, and all the users across their districts. You gave us an awesome start, and Escape and our entire customer base is going strong.

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Aside from providing technical support to customers and Escape Customer Care, I sometimes find myself on various special projects that come my way.  I am in the final phases of a project that I’ve been working on for Modoc County Office of Education and wanted to share some of the cool things we’ve accomplished.  This is actually my second project in which we have integrated Escape Online5 with docStar; the first project was with Tehama County Department of Education.  On both projects, I have worked closely with Jeff White at Coastal Business Systems, and both times it has been a pleasure working with him.

Here’s how it works:  each time the County staff creates a payment batch within the Escape Online5 system, the data for that batch is automatically transferred to the County’s docStar system where it is then parsed and matched to files that the County has scanned into the docStar system.  This alleviates the manual work of hand entering data into docStar, allowing resources to be allocated to other tasks.  The data that is getting input into docStar is more accurate since we have removed the chance of human error/mistyped keys.

Jeff tells me that people like the fact that when they have an audit, they can retrieve everything they need by a funding source code.  Auditors also have access to files remotely instead of having to be onsite.

I recently reached out to Jonna Turek, Business Systems Support Specialist at Tehama County Department of Education, to find out what benefits they have experienced since integrating Escape Online5 and docStar systems.  Jonna tells me that everything she hears from her districts is that “everyone loves it!” and they would never want to go back to the old days of manually scanning and indexing documents.  One district CBO just recently mentioned to her that they have saved so much time in the indexing process by having the key words from AP payments imported to docStar from Escape on a nightly basis.

The indexing has become merely a matter of scanning the backup documentation into docStar, entering the check number and all the other relevant reference numbers are attached to the Payment document automatically. Data entry is one field, the check number, for each payment, as opposed to multiple fields.  So, we benefit in time saved, timeliness of the indexing and, with fewer manually entered fields, fewer errors.  It’s win-win all the way.”

It’s always good to hear how our hard work has paid off and is making things easier for others.  If you have any questions, let me know.  I’m sure Jeff wouldn’t mind discussing a future project with you either.

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We are very excited to report that Monterey County Office of Education is now LIVE on Escape Online with “Phase I.”

Their two-phased approach split up the organizations in a way that makes the transition smoother.  Phase I includes 11 organizations (10 on payroll): the county office, 2 small districts, 5 very small districts, and 2 JPAs. (The non-payroll org is a JPA.)

Here are some figures for their first month to date, with the caveat that July end of month payroll is the smallest for the year.

800 employees were paid with a $2,685,432.57 total gross pay!

So far this month, they have printed 860 Accounts Payable checks via the Print AP Checks activity for a total of $13,520,789.25.

Thanks to all of the MCOE team members that made this happen!

Wasting no time, they are moving directly to Phase 2 with a kick-off meeting held yesterday. Phase 2 will add 25 more districts, including 5 offline districts, and 2 community colleges (1 online, 1 offline). Phase 2 will include the largest districts in the county.

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San Joaquin County Office of Education has just finished their first month on Escape Online.

The team at the county office is a strong group and they are very on the ball!

Here are some figures for their first month to date – keep in mind that July end of month payroll is their smallest for the year. (It is about 1/3 of their August payroll).

  • Number of employees paid: 1,830
  • Total Gross pay: $8,725,887.09

They also had one employee with a held check for failing the credential audit for online orgs and were also able to run credential audits on their offline orgs as well via a custom activity.  In addition to this, they have several custom procedures/activities that generate multiple files for both online and offline orgs – everything is really working quite well.

They have printed 1,810 Accounts Payable checks via the Print AP Checks activity for a total of $27,900,240.43 so far with several more ready to print as well.

They are using everything in the system at this point except work orders and assets (both of these are coming next).

While there are still a few small outstanding items, overall, everything is working great!

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I finally got to visit the beautiful Antelope Valley and meet the staff at AVUHSD.  And what a pleasure it was!  Pictured below is the Implementation Team, left to right is Mary Beth Cowart, Ron Slack and Brenda Yardeen.  It’s strong leaders like them that make my job not only fun but successful!

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The purpose of my visit wasn’t just pleasure though, we got a LOT done.  The 3 day visit was for Core training where we go through every activity in detail.  This is probably my favorite part of the implementation.  I love seeing the enthusiasm and all of the ‘oohs’ and ‘ahs’.  Of course there’s always issues to work through to match what they’re currently doing in Escape Classic and how they’ll now do it in Online 5.  The users were asking great questions and I’m sure they’ll have many more before they go live.

Since their Go Live date is September 5th, we, or I should say they, have a lot of testing to do in the next 2 months.  It’s always hard to fit these new demands into a day that is already full with the normal job duties but I think they’re up to the challenge.

Great Job AVUHSD!

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Several of the Monterey County districts that are going live had site user training last week.

It was very gratifying for me to work with these users, and hear the excitement in their voices as they discovered just how much information they will now have at their fingertips!

The users here will be doing such things as printing PO copies for themselves, printing vendor quotes, entering budget transfers, and of course the standards: viewing accounts, entering requisitions, and running reports.   I overheard one excited user say that the ability to copy requisitions alone would cut hours off their work time at the beginning of the year when they set up all the requisitions for the next year.

 

Thanks to Ronda Valenzuela, Cheryl Beller, Jennifer Goodman, and Julie Weakland from Carmel Unified School District, and Sara Perez, Duane Wolgamott, Esther Pelayo, and Lupe Mungia from Gonzales School District.  Also, a special shout out to Mike Stanbra and Frank Garcia from the Monterey County Office of Education IT department for outstanding support!  What a great group of people I get to work with.

 

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Another of our valued Escape Classic customers has decided to make the move to Online 5.  Antelope Valley Union High School District has been using our Classic finance module for years. Starting last month they began the transition to their new system. The first planning session was only a couple of weeks ago and we’ve already completed the first Classic conversion. We refer to this as the first ’interim conversion’ and it allows users to begin training with their own data. I will continue to convert the Classic data and refresh the Online 5 system about once a month until September when they are scheduled to go live.

I’d like to thank Dan Stewart at Antelope for his quick response and handling of the infrastructure setup at the district.  With the first conversion behind us the staff at Antelope can now begin working with our Escape project manager Gayle Lucas.  She will lead the business staff at Antelope Valley during their training on the new system, parallel process comparisons with Escape Classic and the final acceptance testing of the new software. I’ll be working closely with Gayle and will customize the conversion for the specific needs of this customer. Together with Gayle and the folks at Antelope Valley I look forward to a successful deployment!

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The users in Monterey County and its districts are still hard at work preparing to go live in July. This month, they have been working on payroll compares, 2013 budgets, and setting up their workflow for requisition approvals. One of my favorite parts of this process is witnessing the excitement over the exciting new features that they will be able to use in Escape. One such exciting feature is the requisition approval process. Districts implementing Escape will be going from a paper requisition that goes from one desk through the other, via district mail, to an electronic approval process that allows for faster processing, and increased visibility. All users that have access to a particular requisition can see the status of all the approvals – including those that still need to be done. Approvers can review the requisition online, including the electronic attachments, and easily decide to approve, deny, or even add a new approver to this requisition. All with just a few keystrokes.

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We have a short implementation timeline for Monterey County’s first phase of 11 organizations (going live this July), so every day counts! Thankfully, the team is up for the challenge.  In February, we had training in Department, User and Workflow setup, as well as HR core training. In March, we will finish core training, with Finance and Payroll. The users are doing really well, and continue to amaze me with their enthusiasm and dedication to the project.

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