Transcript Slide 1
Financial Systems Needs Assessment New Financial System: Opportunity for Input/Feedback Monthly Research Administrators Meeting September 2009 FSNA Project Status Project Status • Business requirements work group retreats underway – 13 of 16 functional areas completed (81%) • Conducted with groups of campus subject matter experts (15-20 on average) – Cross campus representation – Reviewed & validated comprehensive set of requirements and current core financial processes – Target completion date for all areas: September 30, 2009 • Business processes documented for core financial business processes • Campus validation of processes and requirements began early September – Opportunity for campus stakeholders to provide input and feedback on: • Current Business Processes (efficiency, level of automation, reliance on shadow systems, level of satisfaction, reliability, value of change) – Input/feedback to be used to identify priorities for business process redesign • Future System Requirements (level of need, reason for/value of requirement, did we miss anything?) – Input/feedback on requirements to be used to set priorities for the alternative analysis • Phase 2 – Alternatives Analysis scheduled to start January 2010 September 17, 2009 MRAM Presentation 2 Campus Validation Campus Validation –What to Expect • Users of the UW financial systems invited via email to register and participate in validation activities – Look for emails with title “New Financial System – Opportunity to …” • Web-based validation tool – Users register and self-select business areas to validate based on experience & knowledge – Descriptions of each business area are provided on registration page – Users to be notified when business areas are ready for validation • You can “opt out” of receiving future emails September 17, 2009 MRAM Presentation 3 Campus Validation Campus Validation –What to Expect • Validation activities began September 9 and go through mid-November • Time commitment will vary – You determine what you will review and vote on • Review and validate only those items you know about • Business areas are subdivided into major functions and may be subdivided further – Example: Purchasing is comprised of Requisitions, Purchase Orders, Reporting, etc. Purchase Orders is comprised of Set-up a Requisition; Assign a Buyer and Requisition Line Item – On average, 30 seconds per process or requirement September 17, 2009 MRAM Presentation 4 Campus Validation Schedule & Validation Groupings • Pilot (September): • Group 2 (Oct 6-Nov 3): – Fixed Assets – General Ledger – Grants Management – Project Accounting • Group 1 (Sept 22-Oct 20): – – – – – – – AP Travel Purchasing eCommerce Vendor Management Cost Accounting Service Centers September 17, 2009 • Group 3 (Oct 20-Nov 17): – – – – – – Budget Budget Activity Reconciliation Accounts Receivable Debt/ILP Endowment Bank Reconciliation MRAM Presentation 5 Campus Validation Need Additional Information? • Informational sessions are being conducted on a biweekly basis – Topics include: • Project overview • Demonstration of web tool • Question & Answers session • Schedule, FAQs and other information is available on the FSNA website – http://www.washington.edu/provost/oim/SPP/FSNA September 17, 2009 MRAM Presentation 6 Campus Validation We Value & Need Input • We want the new system to meet the needs of campus – we can’t achieve this goal without your help – Please participate – Please encourage your unit and staff to participate September 17, 2009 MRAM Presentation 7 September 17, 2009 MRAM Presentation 8