FMS Roadmap

Session Intention₮ Financial peace isn’t the acquisition of stuff.

₮ Confirm 2014/2015 programming and support activity₮ Review what customers are using and briefly highlight those

success and challenges₮ Highlight our best accomplishments for this past year₮ Talk about top customer concerns₮ Statement for 2015/2016 goals

Reminder₮ SEF.900 is a wonderful tool₮ EMF.900 is a wonderful tool

₮ Option to indent to the right? What that does to an overlay₮ New option to Go to PDF OR now Excel! (DOF.900?)

₮ Send to is F4able .. OR …. Can send to a single OR … to a group email (schoola@sd83.bc.ca)

Enhancements₮ Over 50 enhancements/new feature to Core₮ Over 50 enhancements/new feature to Connects

₮ 4 Webinars₮ 20 Updated documents/videos

A/R eFile Direct Deposit

J/E Requests Bid/Stock Permits Work Order

Activities Prev Mtce

SD72 Y Y Y Y

DELTA Y Y Y Y

SD23 Y Y Y Y Y Y

FMPSD Y Y Y Y Y Y

BSD Y Y Y Starting Y Y

SDML Y Y Y Y Y Y Y

RETSD Y Y Y Y Y Y Y

SOSD Y Y Y Y Y Y Y

TMSD Y Y Y Y

PLPSD Payr Only Y Y Y Y Y Y

ISD Y Y Y

HSD Y A/P + PO Only Y Starting Y

LSSD Y Y Y

EfileA/PInv

Efile P/O

Efile A/R C/R

Efile J/E

Efile Ven

Appr P/Os

Appr Inv

Bid Reqs

Stock Reqs

Permits

W/O J/E Reqs

2014 #J/Es

Key Card

Actv ChkL

st

SD72 Y Y Y Y 602

DELTA Y Y Y Y Y Y 1532

SD23 Y Y Y Y Y Y Y 1658

FMPSD Y Y Y Y Y Y Y Y Y 620 Y

BSD Y Y Y Y Y A Y Y Y Y 762

SDML Y Y Y Y Y Y Y Y Y 383 Y Y

RETSD Y Y Y Y Y Y Y Y Y 1541

S OAKS Y 9000+ Y Y Y Y Y Y Y Y Y 1166

TMSD Y Y Y Y Y 127

PLPSD Y Y Y Y Y Y 201 Y Y

ISD Y Y Y Y Y Y Y 261

HSD Y Y Y A Y Y 132

LSSD Y Y U A Y 512 Y

Work Order

Activities PrevMtc Key Inventory

SD72 Y 450

DELTA

SD23

FMPSD Y

BSD Y

SDML Y Y Y Y 1200

RETSD Y

SOSD Y

TMSD

PLPSD Y Y Y

ISD

HSD

LSSD Y 1270

Such great products and so under-used !!!

₮ Completely integrated with the G/L

₮ Completely integrated with School Admin

₮ Completely integrated with Custodial

₮ Ipad ready with Tradesman

₮ Potential for Mobile!

Re-Cap Last Conference₮ Our Focus - AdminConnect

₮ Getting Schools and Departments to buy into online – gain better understanding, easy access to information, rely less on ‘canned reporting’ …. SUCCESSFUL?

₮ Providing appropriate previous and next year online access (Accounting, Stock and Bid Requests) … Adequate?

₮ Getting Superintendent/IT/Other finance users onboard with lookup, reporting, access ….. USING?

₮ No More Core … moving all Finance enduser work to AC .. I think most of you are there?!

Re-Cap Last Conference₮ eFile

₮ Most everything can browse/attach .. Newest is in work order … I think this one is ‘DONE’

₮ .. Continued effort on your part to reduce filing and re-think your processes to take advantage of this newest evolution!

₮ Continued effort at schools, C/R, A/R … total efile

₮ .. More statistics on numbers P/Os, etc. in further sessions

Review eCommerce₮ C’mon people – this is the coolest .. Who is using? 7Oaks, I

could not find a place to pay online?

₮ Completed School Fees eCommerce (Student Fee Session Thursday)

₮ Looking to add ecommerce for A/R … will you use?₮ Permit payments₮ International Students?₮ Continuing Ed?

Where/what Next?₮ I/T Work Requests₮ A/R eCommerce

₮ What else .. This list is not too long!