1. Challenges facing Business & Finance:
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Challenges facing Business & Finance:
Improve communication of budget and issues impacting day to day financial operations
Improving accessibility, functionality & timeliness of financial reports available to budget managers
Increase automation; reduce or eliminate paperwork involved in financial transactions

2. Factors impacting ability to implement changes Excellent staff
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Factors impacting ability to implement changes
Excellent staff
Expertise in existing processes
Day to day duties; high activity times of year (eg- audit; budget prep) reduce available training time
Training / software / resource availability

3. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Improve communication of budget and issues impacting day to day financial operations

4. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Improving accessibility, functionality & timeliness of financial reports available to budget managers
CURRENT PROCESS

5. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

6. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

7. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

8. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

9. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

10. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

11. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

12. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

13. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

14. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

15. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

16. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

17. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

18. Business Intelligence Financial Dashboard
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Proposed solution:
Business Intelligence Financial Dashboard
Collaborative project with UITS started in 2015
Working to have available for use this winter

19. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

20. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

21. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

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23. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

24. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

25. Using one click to get from here….
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Remaining challenge:
Using one click to get from here….

26. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
To here:

27. Challenges facing Business & Finance:
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Challenges facing Business & Finance:
Improving accessibility, functionality & timeliness of financial reports available to budget managers
Increase automation; reduce or eliminate paperwork involved in financial transactions

28. E-Procurement OVERVIEW
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
E-Procurement
OVERVIEW
Online purchasing system; part of PeopleSoft package
Enter purchase order requests online; order flows through approval tree online
Reduces / eliminates paperwork
Allows purchaser to track progress of order

29. E-Procurement TRAINING PROCESS
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
E-Procurement
TRAINING PROCESS
Department by department training process
Spring UITS training and education
June 1, 2016: UITS fully implemented
CSU Priority- Getting academic units on system
College of Art: training began June 2016
College of Business: training began August 2016
College of Letters; College of Education- Fall / Winter 2016
CSU full implementation by end of this academic year

30. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

31. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

32. Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016

33. Travel Expense Module OVERVIEW
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Travel Expense Module
OVERVIEW
Online travel expense reporting system; part of PeopleSoft package
Enter travel expense details online, following menu / prompts
Reduces / eliminates paperwork
Additional initiative: direct deposit

34. Travel Expense Module TRAINING PROCESS
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Travel Expense Module
TRAINING PROCESS
University wide introduction
Training materials provided by Office of Business & Finance, with UITS support
Gradual phase in; starting in upcoming weeks
Office of Business & Finance in early stages of hiring trainer

35. Individual Components
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Travel Expense Module
Individual Components
Expense Type
Location
Business Purpose
Accounting Defaults
Expense Date
Meal Per Diem Amounts
Merchant

36. Travel Expense Module Location
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Travel Expense Module Location
Where you incurred the expense
Can indicate a default location on a transaction to indicate all expense items took place at the same location (can change individual items)
City, ST (i.e., Savannah, GA)
Filter by state abbreviation

37. Travel Expense Module Business Purpose
Office of Business & Finance FINANCIAL REPORTING INITIATIVES Faculty Senate Presentation: October 3, 2016
Travel Expense Module Business Purpose
General explanation as to why you asking to be reimbursed
Select the most appropriate business purpose listed
Examples include:
Attend Conference
Attend Meeting
Attend Training
Recruitment