Roadmap of Projects FAR Meeting September 20, 2017 Javier Martinez Senior Director of Financial Information Systems Office of Financial Affairs (utsa.edu/financialaffairs)

UTShare UTShare members: UT System, UT Arlington, UT El Paso, UT Tyler, UT Permian Basin, UT San Antonio, adding UT Rio Grand Valley Governance UTShare Executive Committee UTShare Operating Committee Safe Harbor: The following project dates may change based on unforeseen circumstances and reprioritization. Office of Financial Affairs

Top 5 Projects 1. Travel & Expense Enhancements: Approximately 18 improvements planned to increase user experience and increase efficiency. 2. Salary Encumbrance Corrections/Enhancements: Monthly encumbrance calculations completed for July and August payroll. Next Step: Increase frequency of encumbrance calculations. 3. Finance Encumbrance/Liquidation: Review all modules (Rowdy Exchange eProcurement, AP, T&E) feeding into commitment control (budget overview) to increase accuracy and efficiency. Office of Financial Affairs

Top 5 Projects (continued) 4. Time & Labor Stabilization and Enhancements: Time and absence reporting processes to increase efficiency and experience for employees and supervisors Time entry utilizing Employee Self Service (ESS) Reducing work-arounds and manual processes for Payroll & HR 5. Direct Retro Funding including Work Study: Increase efficiency of retro position funding. Timeframe: May 2017 – December 2018 Office of Financial Affairs

More Projects TouchNet® Marketplace: Implement e-commerce system where departments and organizations may manage and operate online storefronts and accept online payments Sept 2017 – Dec 2017 Teacher Retirement System (TRS) Upgrade: Technical interface upgrade of all reporting elements to TRS Jan 2016 – Oct 2017 Hyperion: Re-design and improve budget planning tool for campus budget users and Budget Office June 2017 to March 2018 Office of Financial Affairs

More Projects Commitment Control (Budget) Assessment: Review budgetary transactional processes from source modules and identify and implement changes to enhance campus financial data. August 2017 - May 2018 eForms Workflow (HR) [Position Funding Form and Additional Pay Form] Implement electronic workflow for assignment of position funding (DBT) and/or Additional Pay for employees. May 2017 - February 2018 Office of Financial Affairs

Office of Financial Affairs More Projects eSupplier Portal: Supplier self-service web portal for UTSA’s suppliers that will provide access to their contact information, invoice and payment information. FY 2018) Budget Transfer Workflow: Deploy electronic, decentralized, paperless workflow for budget transfer request to reduce costs. FY 2018 Office of Financial Affairs

Office of Financial Affairs More Projects UTSA Training Environment: Create a dedicated UTSA- only UTShare PeopleSoft training environment to facilitate hands on Financial Affairs PeopleSoft training. FY 2018 9.2 Upgrade/Conversion: Upgrade to current release of PeopleSoft ERP system to acquire latest information system version and process improvements. June 2017 - FY 2019 Office of Financial Affairs

More Projects Data Warehouse (OBIA): Implement a data warehouse to increase reporting efficiency and scale. (Sept 2017 – CY 2019)

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