Asset Inventory & Mgmt. Software

51%

Status

Executing [Implementation of the project]

51% complete, updated on Tue 4/30/24 3:04 PM by Joseph Aguilar

Changed Percent Complete from 42% to 51%.

The OIT Integration team is working on setting up an EIB template in order to export data from RFTrack to WorkDay. The team will meet, during a break in training 05/01, with Scott of InLogic to ask any further integration questions. Once the EIB is complete and has run successfully multiple times, a Studio Integration will then be created, so that jobs/reports can run automatically and be WorkDay compatible. 

InLogic (PRE)WorkDay Integration Data Review:
Import was completed on 04/22/2024. Test & PROD environments were upgraded to 9.0 over the weekend - 04/20 & 04/21

Weekly Meetings:

  • Wednesday May 8, 2024 at 1230P: Weekly Team Meeting
Training
  • May 1, 2024 in Harlingen: Training & Tagging Team Session

*Targeting a May 1, 2024 Go Live*

Details

Dates
Wed 9/20/23 - Fri 2/7/25
Acct/Dept
Office of Information Technology
Type
Solutions Project Management / Default
Health
Green - On track
Created
Fri 9/29/23 4:24 PM
Modified
Tue 4/30/24 3:04 PM

Project Request Form

Requestor
This is an individual that is listed as the person asking for a project evaluation, may not necessarily be the Project Champion.
Kenneth Nowak
Project Champion Supervisor
Project Champion's direct Supervisor
Eric Vogelsinger
Vice Chancellor
Project Champion's Vice Chancellor for the division
Chad Wooten
Requested Delivery Date
Enter an estimated date you would like this project completed/delivered
11/20/2023
Do you have an existing solution you are wanting to replace or enhance?
If so, provide some background information on the solution / process you are currently using.
MobilePlus
What are your goals and objectives this solution will accomplish for your department?
Please provide your goals and objectives this solution will accomplish for your department.
Property Management needs to efficiently track TSTC assets in Workday or in a software program that integrates with Workday. The labor-intensive annual inventory process needs to be streamlined using RFID technology. This will reduce missing assets and save TSTC resources. A shared GoogleSheet for asset tracking needs to be replaced by a Workday report or software integration, utilizing mobile scanners for data input if possible.
List your primary requirements for this solution.
Please list your primary requirements for this solution.
Scanners to be bluetooth enabled for compatibility with Apple iPads and Tablets (IOS/ Android)
Scanners should be multifunctional to allow for selection of users and other attributes, such as location (room)
Ability to perform annual inventory of Business Assets
Tracks delivery of Business Assets
Transfer/ Removal process for Business Assets
Captures Business Assets (both capital & controlled)
Surplus tracking
User friendly training for system users
Provide a secure method of extracting fixed asset data
Ability to integrate with Workday ERP
Do you have funding for this project? If so, please provide the amount.
Please list Budgeted Amount?
Yes, 100,000
Name(s) of the OIT personnel who assisted.
Enter the name of the OIT personnel who assisted?
Kathy Collins, Joey Aguilar, Michael Clesh, Sam Rodger
Please list any subject matter experts who can assist with this project.
Who has the knowledge in your area or other areas that can assist?
Peggy Wilkey

Description

Currently, management of TSTC assets is a manual and time-consuming process. Central Receiving (CR) staff create receipts for assets utilizing the ERP system, Workday, and a physical tag and GoogleSheet are used to track assets. When Property Management approves the corresponding supplier invoice, Workday assigns an Asset ID, which is a unique number used to identify an asset. The asset is assigned a steward, who is the employee responsible for safeguarding the asset. During the annual inventory process, the steward updates the location, condition, and last inventory date. CR staff ensures the steward has possession of the asset.
If the asset needs to be transferred to another steward, the steward verifies asset location and condition, and then initiates the transfer to another steward. Property transfers route to CR staff in Workday, and CR staff confirm the physical location of the asset before approving the property transfer in Workday. When an employee termination occurs, the supervisor of the terminated employee accounts for all property that is under the terminated employee’s stewardship, and all property is transferred to another employee within the department. The asset is transferred to Surplus for disposal when it reaches the end of its useful life. Zebra TC52 scanners are located at each campus. However, they are not currently integrated in the Workday property management process.
TSTC procured an asset management platform in 2020. TSTC explored adding RFID technology to the implementation in 2023. After experiencing project delays, customer service issues, and integration difficulties, it became apparent that the current contractor was not able to meet the needs of TSTC. The contract will terminate on October 22, 2023. TSTC is seeking a new partner who has greater experience and expertise in RFID technology.

Manager