{"id":1501,"date":"2019-03-18T13:24:54","date_gmt":"2019-03-18T12:24:54","guid":{"rendered":"https:\/\/wpethzprd.ethz.ch\/its\/?p=1501"},"modified":"2019-03-18T13:24:56","modified_gmt":"2019-03-18T12:24:56","slug":"a-look-behind-the-it-scenes-at-refine","status":"publish","type":"post","link":"https:\/\/blogs.ethz.ch\/its\/2019\/03\/18\/a-look-behind-the-it-scenes-at-refine\/","title":{"rendered":"A look behind the IT scenes at refine"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">ETH Zurich&#8217;s new resources and financial\nplatform was successfully put into production on 9 January 2019. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.ethz.ch\/services\/en\/finance-and-controlling\/refine.html\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">refine<\/a> = renewing the <strong>RE<\/strong>sources and <strong>FIN<\/strong>ance platform of <strong>E<\/strong>TH Zurich<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This important step marks the achievement\nof the refine project\u00e2\u20ac\u2122s most important milestone. This success has, of course,\nbeen achieved thanks to effort of everyone involved. Congratulations to the\nmore than 100 people in many ETH organisational units and several external\nspecialists. For IT Services, it was the areas of basic technologies,\ndevelopment and porting of existing products, data migration and process\ndesign. This post will elaborate on the roll of IT Services.<\/p>\n\n\n\n<!--more-->\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"178\" height=\"176\" src=\"https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/refine_Bild_rund.jpg\" alt=\"\" class=\"wp-image-1504\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Interview<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><em>ITS\nBlog: In recent years, refine has been described as &#171;ETH&#8217;s most important\nnon-academic project&#187;. Why has it been touted so highly?<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Giorgio\nBroggi<\/strong>: refine deserves to be touted so highly as\nthe project enables ETH Zurich to manage its finances and resources in a more\nup-to-date manner. This, in turn, will allow the school&#8217;s core activities\n(research, teaching, knowledge transfer) to be supported much more effectively\n\u2013 and also more efficiently. It is therefore an &#171;enabling project&#187;,\nwhich is indeed located in the area of support processes, but it also has a\nsignificant impact on ETH&#8217;s main tasks. However, ambitious IT goals were also\nset within the scope of the project, and these were achieved in full.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>ITS\nBlog: ETH has been operating an SAP environment for almost 20 years: why did\nsuch an extensive project have to be implemented instead of continuous renewal\nin small steps?<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Giorgio\nBroggi<\/strong>: The SAP environment has undergone\ncontinuous development in terms of information technology: the system\nlandscape, which was shut down as of 31 December 2018, was already based on the\nnew SAP in-memory database technology S\/4 HANA and on current versions of the\napplication components. Two very different factors led to the big replacement\nstep. The most important of these is the replacement of the single-entry\nbookkeeping system. Put simply, this is guided by the &#171;piggy bank&#187;\nidea. Financial volumes are measured in terms of expenditures that are debited\nfrom the &#171;piggy bank&#187; (funds). The single-entry bookkeeping system is\nstill practised in many areas of public law. However, it makes it impossible to\nobtain a meaningful overview of incurred costs, especially in the case of\nprojects lasting several years or after long-term investments have been made.\nrefine introduces accrual-based accounting, a transparent cost view, the\npossibility of meaningful target\/actual comparisons and everything necessary in\nthe governance environment for the application of International Public Sector\nAccounting Standards (IPSAS). The second factor is SAP&#8217;s deployment of S\/4\nHANA, the third generation of the SAP software environment. The decision to\nbuild a completely new SAP landscape was practically pre-determined by these\nfactors.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>ITS\nBlog: Who supported the project professionally?<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Giorgio\nBroggi<\/strong>: refine was run under the aegis of Robert\nPerich, Vice-President for Finance and Controlling, and was headed by Markus\nKnaus, Head of the ETH Controlling Department, and Clemens Gubler from the\ncompany Novo. However, many contributions have also been made by employees from\nother organisational units. In the area of HR management, for example, many\nfar-reaching innovations were introduced and old customs stopped. This\nextremely complex work was carried out directly by the HR Department. And, of\ncourse, IT Services made a crucial contribution in every respect.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>ITS\nBlog: In which project areas were ITS employees involved?<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Giorgio\nBroggi<\/strong>: Contributions were made mainly in the\nfollowing four areas: basic technologies, development and porting of existing\nproducts, data migration, process design.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Andr\u00e9\nHunziker<\/strong>: In the area of basic technologies, the\nmain task was to acquire expertise in the area of HANA-DB and, based on this,\nto plan and set up the (virtualised) server infrastructure for refine.\nInstalling the different types of required SAP systems (portal, gateway and S\/4\nHANA systems) in the sandbox, development, quality assurance and productive\nsystem versions, in addition to installing the communication connections\nbetween the systems, was of course very challenging and time-consuming. This\nwas followed by the setup of the correction and transport system and system\nmonitoring as well as the configuration and testing of the backups. Over the\ncourse of the project, the SAP software was upgraded several times. Supporting\nthe project team with technical problems and everything that is ultimately\nnecessary for the operation and maintenance of this infrastructure are ongoing\ntasks for us.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>ITS\nBlog: Can the introduction of refine be regarded as a success?<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Giorgio\nBroggi<\/strong>: Yes, for sure. There were problems and\nminor hitches popping up everywhere, but these were realistically to be\nexpected in a project of this scale. The classic fly in the ointment was the\ninitial problem with time management (SPAZ): although SPAZ represents maybe 5%\nof the functional ETHIS offering, many users (especially in ITS, where SPAZ is\nobviously used to the full extent) got a negative first impression of the new\nETHIS. However, this has to be weighed up correctly. We can be proud of the\nachievement of ETH \u2013 and ITS \u2013 in realising this key milestone of the\nproject&#8230; now the work goes on: Before refine is completed in spring 2020,\nmany products still need to be ported and developed, and some &#171;ETH\nspecialities&#187; (perhaps also time management) need to be brought back to\nthe SAP standard.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/refine_Logo_Schirm-1024x763.jpg\" alt=\"\" class=\"wp-image-1505\" width=\"256\" height=\"191\" srcset=\"https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/refine_Logo_Schirm-1024x763.jpg 1024w, https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/refine_Logo_Schirm-300x223.jpg 300w, https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/refine_Logo_Schirm-768x572.jpg 768w, https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/refine_Logo_Schirm-600x447.jpg 600w, https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/refine_Logo_Schirm.jpg 1082w\" sizes=\"auto, (max-width: 256px) 100vw, 256px\" \/><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\">Main stakeholders on the ITS side<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">ITS BD for basic technologies<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Markus Eugster (document\nconversion and archiving; adaptation of scanner profiles, SAP-GUI configuration\nfor S\/4 HANA systems)<\/li><li>Andr\u00e9 Hunziker (planning and\nconstruction of the (virtualised) server infrastructure for refine,\ninstallation of the different types of required SAP systems (portal, gateway\nand S\/4 HANA system as sandbox, development, quality assurance and productive\nsystems). Setting up communication links between systems, correction and\ntransport systems and system monitoring. Configuration and testing of backups.\nMultiple upgrades of SAP software during the course of the project, support of\nthe project team in case of technical problems, infrastructure operation)<\/li><li>Gabi Maier (SAP basic support\nand everything in the area of SAP HANA databases)<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">ITS SWS for development and data migration<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Charly B\u00e4rlocher (document\nconversion and archiving, migration of the old 3.8 million TIFF\/JPEG documents\ninto PDF\/A format)<\/li><li>Carmine D&#8217;Agostino (Overall\nresponsibility for SAP development for purchasing procurements (e.g: ETHIS ETH\nwebshop, furniture shop, order via webshop of an ext. supplier (Sigma-Aldrich),\nprocurement request and backend processing of procurement in SAP), migration\nETHIS ESS (personal data, employment &amp; wages)<\/li><li>Sacha Eckenstein (central\ndevelopment objects, search aids, expense recording (EAS), supplier invoice\nrecording (KNG))<\/li><li>Paul F\u00f6hn (responsible for all additional\ndevelopments in the SAP-HCM module, area of responsibility covered all possible\nsteps of a software development life cycle: determining requirements, analysis,\nfeasibility, design, coding, testing, integration etc.)<\/li><li>Markus Kreuzer (adaptation of\nthe interface of personal and employment data from SAP to the OIS database)<\/li><li>Walter Niederer (porting of\npayment transaction components; invoicing, incl. tuition fees and library,\nporting of various FI components, technical implementation of the migration of\nfinancial data)<\/li><li>Corsin Sgier (overall technical\nresponsibility for process integration and interfaces; connections to Publica,\nASVZ, Karte-MA, various federal offices, library, Daylight, Sigma, IT Shop,\narchiving, Provis, Postfinance, SIX etc.).<\/li><li>Andr\u00e9 Wahlig (overall technical\nresponsibility for portal components, adaptation and porting of the SNF-ETH\ninterface, technical and procedural implementation of two-factor authentication\nfor SAP GUI users)<\/li><\/ul>\n\n\n\n<h1 class=\"wp-block-heading\">Additional ITS participants<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Many other ITS colleagues also indirectly\nsupported the project. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">ITS PPF<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">J\u00fcrg H\u00e4ubi, Sonia Messere, Gerhild M\u00fcller\n(processing procurement applications and KNG as testers, CCSAP meetings), Eva\nAlonso, Roman Windlin (accompanying several ITS processes with regard to\nrefine), Paul Signer (connection IT shop and ETHIS with regard to refine),\nDordaneh Arangeh (procurement issues, controlling processes for ITS, CCSAP and\nEKK discussions, cooperation in internal accounting processes and internal\nshops).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Further ITS SWS participants<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Axel Reich, Werner Meili (&#171;KarteMA&#187;), Paul Jesenak (GMIS Integration), Silvio Mombelli (&#171;FakturierungsSS Rkt&#187;), Zeljko Rakazovic (Load tests), Andreas Jost (&#171;OrgDB&#187;, Integration Support, HR Entry)<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">IT Services would like to thank them all for their\nsupport. <\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Rui Brandao, Director of IT Services &amp; Giorgio Broggi, Head of ITS Software Services, <a href=\"https:\/\/www.ethz.ch\/services\/en\/organisation\/departments\/it-services.html\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">IT Services<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"620\" height=\"312\" src=\"https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/nl_id_img_183_620.jpg\" alt=\"\" class=\"wp-image-1507\" srcset=\"https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/nl_id_img_183_620.jpg 620w, https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/nl_id_img_183_620-300x151.jpg 300w, https:\/\/blogs.ethz.ch\/its\/files\/2019\/03\/nl_id_img_183_620-600x302.jpg 600w\" sizes=\"auto, (max-width: 620px) 100vw, 620px\" \/><figcaption><em>For Andr\u00e9 Hunziker, Walter Niederer, Charly B\u00e4rlocher and Andr\u00e9 Wahlig (from left) the &#171;Road to Hana&#187; in Maui, Hawaii and refine (developed with &#171;SAP HANA&#187;) have a lot in common: many bridges, hairpin bends and highlights.<\/em><\/figcaption><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\">More<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">refine \u2013 also a big project for ITS (<a href=\"https:\/\/blogs.ethz.ch\/id\/2015\/09\/01\/refine-auch-fur-die-id-ein-grossprojekt\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">ITS Blog<\/a>)<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Excerpt from the brief information about the ETH project<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">Why a renewal?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">ETH Zurich&#8217;s existing resource and\nfinancial platform is an SAP system that was implemented in 1999. Since then,\nETH Zurich and its environment have changed considerably. The volume of\nthird-party funds has risen sharply, the regulatory standards for sponsors and\nfor accounting by public institutions have become more complex and the need for\ndifferentiated management information has increased.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Guiding principle <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">With refine, a &#171;second\ngeneration&#187; financial and resource platform is being developed for ETH\nZurich that will continue to ensure ETH Zurich&#8217;s financial management at all\nlevels in the future. refine aims to make resource management at ETH Zurich\nmore consistent and transparent. To this end, the complexity of existing\nprocesses and systems is being reduced. When setting up the new process and\nsystem standards, business values are just as important as ETH Zurich&#8217;s proven\ncultural values. The principle of integral and autonomous resource management\nis being further strengthened. Proven values, such as the principle that ETH\nZurich&#8217;s financial management supports academic development, are maintained and\ngiven a more open and sustainable basis.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Where do we want to go? The aim of the project is: <\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>de-complexify. Simplification\nand standardisation of processes and systems, more alignment with business\nmanagement standards. <\/li><li>Modern conception of finance\nand accounting. Movement towards budgets (planned costs) and actual costs\ninstead of &#171;cash in hand&#187;. <\/li><li>Increase of transparency for\nthose who need it. Better understanding of large cost flows and costs of\ncross-sectional units (platforms, etc.). <\/li><li>Flexibility and responsiveness.\nResource management for professorships will become simpler and more flexible.\nIndividual units as well as ETH Zurich as a whole will be able to react more\neasily to requirements and have faster access to decision-making information. <\/li><li>Introduction of a new SAP ERP\nplatform as carrier of the new concept, further development of the proven ETHIS\nportal for users. <\/li><li>Compliance with the relevant\nregulatory requirements. The overall concept of the new resource and financial\nplatform was approved by the Steering Committee (model approval December 2015,\ntechnical concept approval December 2016).<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>ETH Zurich&#8217;s new resources and financial platform was successfully put into production on 9 January 2019.<\/p>\n","protected":false},"author":838,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[257701,257702,179730,257901,257699],"class_list":["post-1501","post","type-post","status-publish","format-standard","hentry","category-news","tag-basic-technologies","tag-development-and-data-migration","tag-refine","tag-refineid","tag-resources-and-finance-platform-of-eth-zurich"],"_links":{"self":[{"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/posts\/1501","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/users\/838"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/comments?post=1501"}],"version-history":[{"count":0,"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/posts\/1501\/revisions"}],"wp:attachment":[{"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/media?parent=1501"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/categories?post=1501"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.ethz.ch\/its\/wp-json\/wp\/v2\/tags?post=1501"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}