PI Dashboard User Research Initial Findings – Projections

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Presentation transcript:

PI Dashboard User Research Initial Findings – Projections November 29, 2017

User Research Description HUIT PI Dashboard Goal To get a better understanding of how people currently do projections in order to discover what needs are not being met by the PI Dashboard. Background of User Research Approach Interviewed 9 people spread across 4 schools (HMS,FAS,SEAS,Chan) Had them walk through the process they followed to perform projections Questions we asked What was their role? How many PIs they support? Do they use the PI Dashboard or a shadow system or both? What would ideal system look like?

What did we learn? HUIT PI Dashboard The Purpose for Performing Projections Ensure that we do not overspend or underspend on individual sponsored awards Review the availability of discretionary funds to cover gap in funding. Ensure that all personnel are funded A lot of people are using a combination of the PI Dashboard & Shadow systems Use PI Dashboard for actuals to review spending each month during their reconciliation or to download and use as a springboard to perform projections in their shadow systems. Differences between school policies that impact process 12 vs 9 month appointments - Supplemental Salary Privacy over Faculty salaries Our need to better understand the different business roles that interact with the PI Dashboard Ex. Financial Manager, Grant Manager, Sr. Sponsored Research Administrators, Lab Administrators,

Themes Dominant Themes Report that includes a summary sheet for PI (“Report Summary Lite”) and individual sheets for each account (Account reports) Summary sheet for PI includes A list of all of their projects How much money and time is left on each award Total Balance of non-sponsored/discretionary accounts Anticipated funding Perform scenarios and see impact to account/portfolio balances in real time* *related ticket In the backlog

Themes, cont’d *related ticket In the backlog Common Themes Personnel Plan (By project, By person) Projections for Lab/Org (i.e. Multi Root)* View budget and expenses by categories Ability to view projections at the fund level Set parameters at the account level (# of Months to project, Monthly run rate) Alert to move effort and associated expenses when account is ending Support for salary over the Cap* (calculate effort between sponsored and NS account) Projecting Supplemental salary* PIs only want to see Direct Cost *related ticket In the backlog

Next Steps Phase 2 HUIT PI Dashboard Proposed Project Goals: Road Show to present themes to School User Groups Target before December 15th. Summarize themes (including existing prioritized enhancements) Review, discuss and determine next steps in February Business Steering Group Meeting.

Thank You