serving kids through effective administration District School Board Ontario North East.

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Presentation transcript:

serving kids through effective administration District School Board Ontario North East

Value Proposition Fact: Administration spending limits are being imposed across the country SDS delivers education-specific systems to improve the effectiveness & efficiency of administrative functions, while helping their clients stay within restricted administration budgets

Business Focus  SDS assists Canadian School Districts improve the effectiveness & efficiency of their administrative functions, thereby freeing funds and energy for the kids in the classroom. They design, develop, implement and support Business Software which is focused exclusively on the needs of the K-12 education market.

Ontario School District Clients Huron-Superior CDSB Thunder Bay CDSB Rainy River Simcoe-Muskoka Eastern Ontario Wellington CDSB Upper Grand Superior North Superior-Greenstone Windsor-Essex CDSB Peterborough Victoria Northumberland Clarington

Integrated Applications Human Resources Absence Tracking Payroll General Ledger Accounts Payable Purchasing Fixed Assets Warehouse Accounts Receivable Q3 Office Access School Access

Integrated Applications Human Resources Absence Tracking Payroll

Human Resources Administration Accrual Tracking Applicant Processing Certificate Tracking Education Profile Eliminate Duplication Employment History FTE Control Future Dated Staff Changes Grievances Professional Development Safety Seniority Tracking Skills Specialty Search Staff Evaluation

Payroll EARNINGS Auto Increment Earnings Future Dated Transactions Exception Time Entry Claw Back Calculator Irregular Pay Schedules Multiple Jobs per Employee Pay Type Control Retro Pay ACCRUALS Accruals Tracking Auto Incremental Accruals PAYROLL PROCESSING Electronic Banking Electronic Reporting Pay Cancellation Statutory Compliance Taxable Benefit Tracking INTEGRATION Interface to Accounting Integration with HR Import Earnings MASS UPDATES Mass Changes Mass Terminations Year End

Absence Tracking Options for Implementations Employee Absence Analysis Integration with Payroll Absence Analysis by School

Integrated Applications General Ledger Accounts Payable Purchasing Fixed Assets

General Ledger, Accounts Payable & Financials Account Structure Flexibility Bank Reconciliation Budget Control Encumbrance Accounting Export Reports Funds Balancing GST Rebate Processing Import Budgets Import Cleared Cheques Import Invoices Journal Entry Templates Project Accounting Quick Cheques Report Writer Flexibility Roll-up Functionality Account Overlays Reverse Transactions Secured Account Access Year End Processing

Purchasing Authorization Levels Budget Control Bulk Purchasing Commodity Tracking Encumbrances to GL Expediting Forms Overlay Purchase Orders Tendering Requisitions Receiving Auto Faxing Site Entry

Integrated Applications Office Access School Access

Timely Data to Schools Drill Down Inquiry Restricted Account Access General Ledger Reports Budget Adjustments Purchase Requisitions Purchase Orders Receipt of Goods Bulk Tenders

Office & Visual Access Simultaneous access to All SDS applications Session Manager Flag Favourites Unlock Corporate Database Use of database so reports in Word, Access, Excel or Crystal Reporting reflect current values in database

Office & Visual Access (cont’d) Reporting Field Selection Record Selection Calculated Fields Drill Down Reporting Format Control Form Letters Graphs Export Capability Notification

Support Services A dedicated team of support specialists provides applications expertise & toll-free hot-line support Customer Care system Customer Database Call Tracking/Resolution history Change Request management

Implementation Process All implementations are led by SDS staff who are knowledgeable in the education business as well as SDS products. SDS takes the uncertainty out of implementation costs and timelines with a proven process.

Training SDS offers both on-site and distance product training A time-tested curriculum guides new clients through the learning process Experienced trainers monitor progress of each student to ensure that all are successful in gaining the knowledge they need to perform their jobs at optimum levels

Customization SDS programmers deliver regular enhancements and provide custom programming on a fee basis. Custom programming changes are maintained by SDS in all future product releases.

Maintenance SDS development staff provide regular product enhancements as well as upgrades to ensure compliance with statutory regulations. SDS programmers can also provide custom changes on a fee basis, all custom changes are maintained by SDS in future product releases.

Other Benefits Less labour intensive and will allow staff to work more efficiently and to concentrate on other requests and issues Allows schools to be less dependent on receiving financial information from business department Allows schools to customize reports to their specifications Financial reports can be designed and produced for other users to meet their needs Assist HR in absence tracking and staffing compliments based on FTE’s Windows based program will be more user friendly

serving kids through effective administration