1. Roadmap of Projects FAR Meeting September 20, 2017 Javier Martinez
Senior Director of Financial Information Systems
Office of Financial Affairs
(utsa.edu/financialaffairs)

2. UTShare
UTShare members: UT System, UT Arlington, UT El Paso, UT Tyler, UT Permian Basin, UT San Antonio, adding UT Rio Grand Valley
Governance
UTShare Executive Committee
UTShare Operating Committee
Safe Harbor: The following project dates may change based on unforeseen circumstances and reprioritization.
Office of Financial Affairs

3. Top 5 Projects
1. Travel & Expense Enhancements: Approximately 18 improvements planned to increase user experience and increase efficiency.
2. Salary Encumbrance Corrections/Enhancements: Monthly encumbrance calculations completed for July and August payroll. Next Step: Increase frequency of encumbrance calculations.
3. Finance Encumbrance/Liquidation: Review all modules (Rowdy Exchange eProcurement, AP, T&E) feeding into commitment control (budget overview) to increase accuracy and efficiency.
Office of Financial Affairs

4. Top 5 Projects (continued)
4. Time & Labor Stabilization and Enhancements: Time and absence reporting processes to increase efficiency and experience for employees and supervisors
Time entry utilizing Employee Self Service (ESS)
Reducing work-arounds and manual processes for Payroll & HR
5. Direct Retro Funding including Work Study: Increase efficiency of retro position funding.
Timeframe: May 2017 – December 2018
Office of Financial Affairs

5. More Projects
TouchNet® Marketplace: Implement e-commerce system where departments and organizations may manage and operate online storefronts and accept online payments
Sept 2017 – Dec 2017
Teacher Retirement System (TRS) Upgrade: Technical interface upgrade of all reporting elements to TRS
Jan 2016 – Oct 2017
Hyperion: Re-design and improve budget planning tool for campus budget users and Budget Office
June 2017 to March 2018
Office of Financial Affairs

6. More Projects
Commitment Control (Budget) Assessment: Review budgetary transactional processes from source modules and identify and implement changes to enhance campus financial data.
August May 2018
eForms Workflow (HR) [Position Funding Form and Additional Pay Form] Implement electronic workflow for assignment of position funding (DBT) and/or Additional Pay for employees.
May February 2018
Office of Financial Affairs

7. Office of Financial Affairs
More Projects
eSupplier Portal: Supplier self-service web portal for UTSA’s suppliers that will provide access to their contact information, invoice and payment information.
FY 2018)
Budget Transfer Workflow: Deploy electronic, decentralized, paperless workflow for budget transfer request to reduce costs.
FY 2018
Office of Financial Affairs

8. Office of Financial Affairs
More Projects
UTSA Training Environment: Create a dedicated UTSA- only UTShare PeopleSoft training environment to facilitate hands on Financial Affairs PeopleSoft training.
FY 2018
9.2 Upgrade/Conversion: Upgrade to current release of PeopleSoft ERP system to acquire latest information system version and process improvements.
June FY 2019
Office of Financial Affairs

9. More Projects
Data Warehouse (OBIA): Implement a data warehouse to increase reporting efficiency and scale. (Sept 2017 – CY 2019)

10. Office of Financial Affairs
Project Roadmap
Office of Financial Affairs

11. Office of Financial Affairs
QUESTIONS
Office of Financial Affairs
Purchasing and Distribution Services

12. Your partner for successful solutions
Thank you!
Your partner for successful solutions
Office of Financial Affairs