Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

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FastFacts Feature Presentation

FastFacts Feature Presentation

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Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: Participant code: To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2012 The Johns Hopkins University. All rights reserved.

Slide 2 Todays Topic PI Partners – Origins and Overview of the PI Partners Project

Slide 3 Todays Presenters Scott Zeger – Vice Provost, Research Mark Chisamore – Project Manager, PI Partners Financial Reporting Project Tina Cole - Training Program Manager, Financial Information Technology Training Program

Slide 4 Session Segments Presentation Scott, Mark, and Tina will introduce the PI Partners project, discussing its origins, development process, key features, support structures, and plans for future development.

Slide 5 Contact Us If you would like to submit a question, you can us at:

Slide 6 Survey At the end of this FastFacts session, well ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

Slide 7 How To View Full Screen Click Here

Slide 8 PI Partners Reporting Tool – Overview

Slide 9 Agenda Today we will provide an overview of the PI Partners Financial Reporting tool: Origins of PI Partners Design Approach Solution Overview Access/Availability Support

Slide 10 Introduction The PI Partners Financial Reporting project (PI Partners) was initiated in May 2010 by the Best Environment for Research and Scholarship (BERS). The PI Partners Financial Reporting tool was designed to provide a way for Principal Investigators (PIs)and their administrators to: Easily access Sponsored Research financial data; Enhance administrative effectiveness; Improve compliance; and, Reduce financial risk Financial focus; 40% of PI research time spent on research administration – a common issue at almost all research universities, including JHU. Worked with PIs and administrators from across JHU to determine what they needed in a financial and reporting system – PI Partners is the result.

Slide 11 PI Partners – Goals Primary Goals: Augment currently available reporting tools to help PIs and administrators with their post-award financial management – planning and reporting activities. Streamline access to post-award sponsored research financial data, make decisions easier, and improve compliance. Help PIs manage their small business and answer the basic questions: What is my big picture? How much money do I have and when will it run out? Do I need to adjust my spending? Are there any errors? Where are my people allocated? Whom am I paying?

Slide 12 PI Partners – Design Approach Focus on user needs first; then choose technology solution Worked with administrators and PIs; socialized concept What do you need to see to stop doing what you do today? Solution must work for PIs AND their administrators Keep it simple, intuitive No variable boxes/pop-ups; click navigation based Minimize the training burden, speed deployment Manage expectations First iteration – get the basics right; build trust in the system Catalog features desired for subsequent releases Let users use it to better inform changes/additions needed

Slide 13 PI Partners – Schema 13 Reports with the merge data from SAP BW with user-entered planning data (financial projections) from the Planning Templates. Reports/Planning Templates with an contain HR data and require the correct HRCCIO authorization to view.

Slide 14 PI Partners – Welcome to PI Partners

Slide 15 PI Partners – Sample Overview Report

Slide 16 PI Partners – Sample Personnel Summary Report

Slide 17 PI Partners – Sample Sponsored Program Report

Slide 18 PI Partners – Sample Planning Template

Slide 19 PI Partners – User Support 19 Phone: Hours of Operation: Monday – Friday, 8:00AM – 4:30PM Issue Step 3: Contact the FQC Help Desk Answers to basic user questions; advice, feedback, peer- to-peer guidance Augmented by self-help sources listed above Step 2: Ask a Super User Contextual, report specific help (directly in system) Documentation sources (e.g., Quick Reference Documents, FastFacts, FAQs, User Guides, etc.) Step 1: Refer to Reference Materials/System Help What steps should users follow if they need help using PI Partners? We recommend:

Slide 20 PI Partners – FastFacts Sessions FastFacts sessions are available on the PI Partners Reporting tool. Please click on the link to register or download the session: Session 1: PI Partners Reporting Tool – Overview – January 15, 2013 PI Partners Reporting Tool – Overview – January 15, 2013 Session 2: PI Partners Reporting Tool – Reports and Maintenance Tools (rebroadcast) – January 22, 2013 PI Partners Reporting Tool – Reports and Maintenance Tools (rebroadcast) – January 22, 2013 Session 3: PI Partners Reporting Tool – Planning Templates (rebroadcast) – January 29, 2013 PI Partners Reporting Tool – Planning Templates (rebroadcast) – January 29, 2013 OR, go to and search in the Course Catalog for PI Partners. Please Note: Session 2 and Session 3 are a compilation of five (5) original FastFacts sessions originally delivered in September 2012.

Slide 21 PI Partners – Whats Next? The foundational elements of PI Partners are now in place… user feedback will help guide which additional features or enhancements may come next, such as: Non-Sponsored reports Clinical Research reports Department/Divisional level reports Dashboards/Visualizations Other improvements to existing tool based on user feedback

Slide 22 Additional Information If you would like… A system demonstration for your Department or Answers to questions about PI Partners Please contact: Mark Chisamore Project Manager – PI Partners Financial Reporting Project (443)

Slide 23 Conclusion In todays session, we talked about: The origins of the PI Partners Financial Reporting Project How PI Partners was designed, developed, and deployed An overview of the Reports and Planning templates within the tool Where to turn for support Whats next for PI Partners

Slide 24 Questions? Want more information? Please contact us by at: Q&A

Slide 25 Thank You! Thank you for participating! We would love to hear from you. Are there certain topics that you would like us to cover in future FastFacts sessions? Would you like to be a FastFacts presenter? Please us at:

Slide 26 Survey Before we close, please take the time to complete a short survey. Your feedback will help us as we plan future FastFacts sessions. Click this link to access the survey… Thanks again!