IUC Shared Services Project Commissioned by Ohio Intra-University Council Commissioned by Ohio Intra-University Council Involving all 14 four year public universities Involving all 14 four year public universities Set to fit into State’s FY12 budget proposal Set to fit into State’s FY12 budget proposal Areas being reviewed Areas being reviewed –Finance * –IT * –HR –Purchasing * Undergoing more detailed review

IUC Shared Services Project Project Steering Team Project Steering Team –Bob Demory (primary liaison to IUC) –Melissa Richberg (data coordinator) –Godfrey Ovwigho –Dave Dabney –Bill Logie –Connie Rubin –Jen Pastorek

IUC Shared Services Project Key Deliverables Key Deliverables –Detailed data on IT and Finance –Higher level data for HR and Purchasing –Reports from consultants with recommendations on: UT individually on our benchmarking against other Universities in key areas (i.e. Accounts Payable, Cash Collection, IT hardware costs, IT help desk, etc) UT individually on our benchmarking against other Universities in key areas (i.e. Accounts Payable, Cash Collection, IT hardware costs, IT help desk, etc) Recommendations on opportunities for shared services either across the State or regionally Recommendations on opportunities for shared services either across the State or regionally

Marketing*  Marketing Communication  Brand and Product Management  Planning and Strategy  Market Research and Analytics  Function Management Marketing*  Marketing Communication  Brand and Product Management  Planning and Strategy  Market Research and Analytics  Function Management Service*  Order and Contract Management (OTC)  Service Execution  Service Operations  Planning and Strategy  Function Management Service*  Order and Contract Management (OTC)  Service Execution  Service Operations  Planning and Strategy  Function Management Executive and Corporate Services *  General Administration Management  Travel and Transportation Services  Real Estate & Facilities Management  Government Affairs  Legal  Quality Management  Risk and Security Management  Corporate Communications  Planning and Strategy  Executive Office Executive and Corporate Services *  General Administration Management  Travel and Transportation Services  Real Estate & Facilities Management  Government Affairs  Legal  Quality Management  Risk and Security Management  Corporate Communications  Planning and Strategy  Executive Office Procurement  Supply Data Management  Requisition and PO Processing  Supplier Scheduling  Receipt Processing  Compliance Management  Customer Management  Sourcing Execution  Supplier Management and Development  Sourcing & Supply Base Strategy  Function Strategy and Performance Management  Function Management Procurement  Supply Data Management  Requisition and PO Processing  Supplier Scheduling  Receipt Processing  Compliance Management  Customer Management  Sourcing Execution  Supplier Management and Development  Sourcing & Supply Base Strategy  Function Strategy and Performance Management  Function Management Finance  Cash Disbursements  Revenue Cycle  Accounting and External Reporting  Tax Management  Treasury Management  Compliance Management  Planning & Performance Management  Fiscal Analysis  Function Management Finance  Cash Disbursements  Revenue Cycle  Accounting and External Reporting  Tax Management  Treasury Management  Compliance Management  Planning & Performance Management  Fiscal Analysis  Function Management Human Resources  Total Rewards Administration  Payroll Services  Data Mgmt., Reporting & Compliance  Staffing Services  Labor Relations  Workforce Development Services  Organisational Effectiveness  Total Rewards Planning  Strategic Workforce Planning  Function Management Human Resources  Total Rewards Administration  Payroll Services  Data Mgmt., Reporting & Compliance  Staffing Services  Labor Relations  Workforce Development Services  Organisational Effectiveness  Total Rewards Planning  Strategic Workforce Planning  Function Management Information Technology  Infrastructure Management  End User Support  Infrastructure Development  Application Maintenance  Application Development & Implement.  Quality Assurance  Risk Management  IT Business Planning  Enterprise Architecture Planning  Emerging Technologies  Function Management Information Technology  Infrastructure Management  End User Support  Infrastructure Development  Application Maintenance  Application Development & Implement.  Quality Assurance  Risk Management  IT Business Planning  Enterprise Architecture Planning  Emerging Technologies  Function Management Sales*  Sales Execution  Sales Operations  Planning and Strategy  Function Management Sales*  Sales Execution  Sales Operations  Planning and Strategy  Function Management Selling and General Administrative Scope Capture FTEs and Costs as defined regardless of where they are organizationally located IUC’s scope will focus on two functions (Finance and IT) Adherence to process definitions within the Hackett taxonomy is key to comparability; processes are defined end to end

Transaction Processing Compliance Management Planning and Performance Management and Administration  Cash Disbursements – Accounts Payable – Travel and Expense  Revenue Cycle – Credit – Customer Billing – Collections – Cash Application – Dispute Management  General Accounting and External Reporting – General Ledger – Inter- University/Departme ntal Accounting – Cost Accounting – Fixed Assets – External Reporting  Tax Management  Treasury Management – Cash Management – Capital and Risk Management  Compliance Management  Planning and Performance Management  Fiscal Analysis  Function Management Process Category Process Group Process Finance focuses on 19 processes

IUC Shared Services Project Timeline Timeline –Initial engagement of consultant11-17 –Kickoff meeting at UT with steering team11-20 –Initial introduction of tool used12-08 –Access given to database12-14 –**Banner 8 Upgrade**12-28 –Data Collection officially begins01-03 –Data Collection from Departments complete01-10 –Final entry and submission to consultants01-14 –Review and finalization by consultants01-21 Final report due to IUC and then on to Governor 02-14

IUC Shared Services Project What do we need from you: (Business Managers primary contact) What do we need from you: (Business Managers primary contact) –Complete FTE worksheet of where each person spends their time At process level At process level Only record if a person spends at least 10% of their time in that process Only record if a person spends at least 10% of their time in that process –If you receive a questionnaire, need to hit deadlines