Overview of the CORE Project C OMMITMENT TO O PERATIONAL R EFORM & E FFECTIVENESS David Miller Vice President for Administration

Budget System Human Resources Information Technology Procurement CORE Project FOUR AREAS OF FOCUS 2

BUDGET SYSTEM GOALS A modernized annual budgeting tool Improved estimation of current year financials Multi-year forecasting of revenues, expenditures, & fund balances Functionality to support strategic financial planning 3

BUDGET SYSTEM OUTCOMES Staff time for strategy/analysis Ability for early intervention/correction Internal cost management ability for institutions Improved systemwide data access Staff effort toward manual processes and tasks Risk related to the mainframe lifecycle Inefficiencies and errors from manual entry in multiple systems Estimated Cost Avoidance 4

BUDGET SYSTEM PROGRESS TO DATE Spring 2015 – Winter 2018 Estimated Project Timeframe 5

HUMAN RESOURCES GOALS Drive strategic use of technology Enable process standardization & efficiency Maintain/improve security & internal controls Complete study of titles & total compensation 6

HUMAN RESOURCES OUTCOMES Data-driven decisions Market competitiveness Compliance Scope of HR System upgrade Manual processing Transaction volume Exposure and risk Cost of HR System upgrade Estimated Cost Avoidance 7

HUMAN RESOURCES PROGRESS TO DATE Spring 2014 – Summer 2018 Estimated Project Timeframe 8

INFORMATION TECHNOLOGY GOALS Clarify roles, responsibilities & processes for IT decision making Expand standardization efforts Increase centralization of tools for basic functions and services Reduce unnecessary complexities/customizations 9

INFORMATION TECHNOLOGY OUTCOMES Reporting speed Comprehensive & consistent multi-source data Information security Ease of updating & navigation within UWS portal Duplicative effort Executive meeting time Policy development hours Cost of phone service Time for CDR data editing Estimated Cost Avoidance 10

INFORMATION TECHNOLOGY PROGRESS TO DATE Spring 2016 – Fall 2018 Estimated Project Timeframe 11

PROCUREMENT GOALS Automated purchasing processes Improved quality of products/services at decreased costs More insight into products/services bought, prices, and suppliers Clear and effective UWS procurement policies 12

PROCUREMENT OUTCOMES Analysis and strategy Negotiating power Controls and compliance User visibility into purchase status Process-focused work Prices for goods/services Manual entry errors Response time Estimated Scale of Savings 13

PROCUREMENT PROGRESS TO DATE 14 Fall 2015 – Winter 2017 Estimated Project Timeframe

CORE Project SUMMARY AND NEXT STEPS ASSESSMENT UW System is already quite administrati vely lean compared to peers GOALS A management goal of further streamlining though modernizing, standardizing, & centralizing administrative operations OUTCOMES Focused on 4 operational areas over roughly 3 years, with outcomes expected to allow reallocation of time and cost avoidance TRACKING Continual progress review with quarterly updates to UWSA executives and annual updates to the Board of Regents 15