UMass Boston Management Reporting 2013. UMass Boston Management Reporting Topics UMass Boston Management Reporting Group Finance & HR Summit Partnership.

Download UMass Boston Management Reporting 2013. UMass Boston Management Reporting Topics UMass Boston Management Reporting Group Finance & HR Summit Partnership.

Post on 03-Jan-2016

215 views

Category:

Documents

2 download

TRANSCRIPT

  • UMass BostonManagement Reporting2013

  • UMass Boston Management ReportingTopicsUMass Boston Management Reporting Group Finance & HR SummitPartnership with Human Resources & Finance

    Summit OverviewImplementation Plan & StructurePilot GroupCollaboration with Other campuses

    Three key PointsWe have a plan to deploy Summit Finance & HR DashboardsFair Contract has been extended thru December 2013 Monthly reports will continue to use the same distribution that we currently use

  • UMass Boston Management Reporting Group

    First meeting was held on Wednesday April 3, 2013Group MembersEllen OConnor Administration & FinanceSean McInnis Administration & FinanceElizabeth Kilcoyne Administration & FinanceSusan Wolfe Office of Budget & Financial PlanningKathleen Teehan Enrollment ManagementJennifer Brown Office of Institutional researchBecky Hsu Human ResourceGina Cappello University AdvancementAnne Scrivener Agee ITTerence Phalen ITSample of what the group will discussStatus of Summit & other reporting projectsProvide guidance and leadership on implementation plansWhen do they meetWe will communicate once a month and meet as needed.

  • UMass Boston Summit

  • Finance & HR Summit Dashboard UpdatesAll campuses & System Office are using Summit in some fashion Security is based off of PeopleSoft security (department level security)UMB Pilot Group (approximately 40 end users) attempts to meet monthly We have approximately 120 Campus users in our Pilot programPI Level Security has been addressed and meets the criteria of UMass BostonCurrent Dashboard Available to UMB pilot groupAcademic Admin Fully functionalDepartment Admin Fully FunctionalFiscal Reporting Provides us with the opportunity to pull of UMGL7045 (summary report) with parameters on the printouts.PI Dashboard built to provide the PIs with one stop shopping on grants Transaction Detail Analysis Provides us with reporting similar to the transaction detail report known on campus as the UMGL7062 / UMGM 7062

    Human Resource Pilot Group is going to be merged into the Finance Pilot Group effective for the June Meeting

  • Collaboration with Other CampusesKey Decision Makers--Monthly CallsKDM (Key Decision Makers) started as a meeting of the Lead Campuses Executive Sponsors - Amherst and Worcester. Campuses added to the governing body as they started to roll out Summit.The goal of KDM is to govern the direction of the functionality, promote usage and understanding on the campuses and act as mediator in the event that conflicting priorities cannot be resolved at the leads level.Review project statuses. New projects over a 40hr effort need to be reviewed at the KDM level for approval.Resourcing breakdown is discussed at KDM particularly how much to put towards maintenance and how much to put towards new projects. If more resourcing is deemed necessary, it is this group that will take the business case to their respective campus VC of A&FSummit Leads call is every other weekTechnical Upgrade to new 11G system took place in April 2013. Upgrade provided us with a little sleeker look to the summit application

  • Management Reporting Next StepsInitial Go-Live date for Human Resources and Finance dashboards is schedule for November 2013Addition of Summit Security is now limited until we get closer to Go-LiveWe have renewed the contract for FAIR until December 2013We will continue with the pilot group meeting each month and provide feedback to the Summit Leads

  • Three key PointsWe have a plan to deploy Summit Finance & HR Dashboards

    Fair Contract has been extended thru December 2013

    Monthly reports will continue to use the same distribution that we currently use