1. Adaptive Planning: Moving Beyond the Fiscal Year
UAccess Symposium
April 11, 2017

2. KEY DELIVERABLE: Robust Planning/Forecasting Tool

3. Project Teams Represent Cross Campus Collaboration
UACCESS PLANNING TEAM
Project Sponsors
Kathy Whisman
Barry Brummund
Karen Williams
Steering Committee
Kathy Whisman, Chair
Jean Vock, co-Chair
Marilyn Taylor
Joel Hauff
Lisa Rulney
Simran Nirh
Project Teams Represent Cross Campus Collaboration
Budget Office
CALS
COM-P
COM-T
Education
Eller
Engineering
Global Initiatives
Humanities
Residence Life

4. S WHERE ARE WE NOW? SWOT ANALYSIS: Strengths Strength DATA!!!
Lots and lots of data
Strength
Strong and Stable UAccess Systems
Strength
Corporate Knowledge of all UAccess Systems, including Analytics
Strength
Competence and Capabilities of UA Team that supports and uses UAccess

5. W WHERE ARE WE NOW? SWOT ANALYSIS: Weaknesses Weaknesses Weaknesses
Only 2 fields in KFS to “tag” transactions: Project Code and Sub-account
Weaknesses
KFS is bound by the fiscal year - our activity is not
Weaknesses
No system for future year or project period projections

6. T WHERE ARE WE NOW? SWOT ANALYSIS: Threats Threats
Hundreds of Supplemental/
Shadow Systems on Campus
Threats
Loss of time/$ manually consolidating data
Threats
No easy way to model potential future scenarios
Threats
Talented staff spend too much time on non-value-add activity, e.g., data entry

7. EXCEL is GREAT for… Analyzing static datasets
Checking the integrity of raw data
Conditional formatting: Data, Tables, and Charts
Complex statistical analysis
Flexible reports

8. EXCEL is Bad for… Collaborative Planning and Reporting
Management Information
Example: Unit Roll Up Reports
Managing financial process workflow
Nine Circles of Excel Hell (bold are the circles that impact this audience)
1) Oops: Excel is fragile
2) Crush: Huge pain to consolidate
3) Brain Drain: Waste of time and talent
4) Finger in the air: No good for real-time data
5) Import Duties: Hard to get data into Excel
6) Group Grope: Not a management information system
7) Flatland: Excel is 2-D
8) Whodunit: Impossible to tell where changes have been made
9) Global Challenge: multiple currencies difficult in Excel

9. WHERE ARE WE NOW?
SWOT ANALYSIS: Strengths, Weaknesses, and Threats S W
Strengths
DATA!! Lots and lots of data
Strong, Stable UAccess Systems
Corporate Knowledge of Analytics and UAccess Systems
Competence and capabilities of UA Team
Weaknesses
KFS is bound by the fiscal year
KFS only has two fields to “tag” transcations: Project Code and Sub-Account
No system to project future year revenue and expenses T
Threats
Hundreds of Supplemental/Shadow Systems
Loss of time manually consolidating data
No easy way to model potential future scenarios
Talented staff spend to much time on non-value-add activity, e.g., data entry
Consolidate data automatically
Integrate with
Streamline analytics and reporting

10. S W T O WHERE DO WE WANT TO GO? SWOT ANALYSIS: Opportunities Strengths
DATA!! Lots and lots of data
Strong, Stable UAccess Systems
Corporate Knowledge of Analytics and UAccess Systems
Competence and capabilities of UA Team
Weaknesses
KFS is bound by the fiscal year
KFS only has two fields to “tag” transcations: Project Code and Sub-Account
No system to project future year revenue and expenses O T
Opportunities
RCM has moved UA from an allocated budget model to an earned budget model, which allows units to project changes in budget based on changes in activity, many years into the future.
Adaptive Planning offers a tool for the changing environment that can replace shadow system threats.
Threats
Hundreds of Supplemental/Shadow Systems
Loss of time manually consolidating data
No easy way to model potential future scenarios
Talented staff spend to much time on non-value-add activity, e.g., data entry
Consolidate data automatically
Integrate with
Streamline analytics and reporting

11. Adaptive Planning ADVANTAGES
Consolidate data automatically
Share information from anywhere
Scenario modeling and What-if analyses are EASY
Streamline analytics and reporting
Defense against breakages
Ability to track system changes
Financial process workflow

12. HOW DO WE GET THERE?

13. 4 Year Plan Example

14. Grants Example

15. Main Campus and Institutional Commitment Example

16. INTERESTED? WANT MORE INFORMATION?
Introducing UAccess Planning Presentation
TODAY! 9:30am
Brian Berrellez, Analyst, CALS
Join the Adaptive Planning UAccess Community

17. WHAT DO WE NEED FROM YOU?