1. Managerial Reporting Update Fiscal Administrators Meeting 6-24-15 Jun-24-15 Fiscal Admin Mtg 1

2. Where we are now… Jun-24-15 Fiscal Admin Mtg 2 User Feedback and Iteration

3. Development & Release Cycle Jun-24-15 Fiscal Admin Mtg 3

4. Requirements in Agile Epic: Subject Area for quarterly release – i.e. R1 Uses of Funds Feature: Broad themes that cover how users need to use the data and the tools – i.e. Drill from Summary to Detail or Analyze Across Time User Story: A specific reporting use case – i.e. Expenditure Detail by Project Report Jun-24-15 Fiscal Admin Mtg 4 What does the requirements process look like?

5. R1- Uses of Funds features Jun-24-15 Fiscal Admin Mtg 5

6. What we need from you… Think Critically What decisions are being made from these reports? Can we simplify? Can we deliver information directly into the hands of those who need it? Think Creatively Can we enhance the report to remove downstream processing and formatting? Can we consolidate/standardize reports and use prompts & filters to provide flexibility of use and prevent report proliferation? Can a dashboard or proactive alerting process eliminate the need to review detailed reports? Jun-24-15 Fiscal Admin Mtg 6 If you want to learn more or find out how to get involved, go to http://managerialreporting.virginia.edu/ http://managerialreporting.virginia.edu/

7. Appendix Jun-24-15 Fiscal Admin Mtg 7

8. Report Req. Questions How is the data/information in the request used today (reconciliation, monitoring, decision-making, external reporting)? Who is making decisions based on this information and what decisions are being made? Is the information consumed as is out of Discoverer or is there further manipulation, summarization, aggregation, cleansing, grouping, and/or data joins done outside of Discoverer (in Excel or elsewhere)? Are there multiple versions/flavors of this “report” used across Grounds? If so, what causes the variation? Filters, aggregation and grouping levels, timing, etc. Is this information used for External Reporting of any type (Federal, State, Sponsor, Accrediting Body, BOV, etc.)? Which of the following items have been considered to utilize the capabilities of the new reporting environment: Standardization (to reduce multiple versions) by incorporating additional filters and parameters (user-based session variables, row filtering, column filtering, presentation options at run-time) Aggregation and drill-down paths Visualizations (charts, graphs, etc.) Exception reporting and alerts to automate monitoring processes Jun-24-15 Fiscal Admin Mtg 8