1. RAPS Budgeting User Forum July 20, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM 1

2. Agenda Welcome – Pam Fournie FY14 Deployment Schedule – Jean Shuler Compensation Budgeting Demo – Jean Shuler FY14 Reporting –Debbie Vasel Revenue & Expense Topics – Eva Ostrow FY14 Training – Eva Ostrow Wrap Up – Pam Fournie 2

3. FY14 Deployment Schedule Medical School Compensation BudgetingOctober 8 th Medical School Revenue and Expense Budgeting October 16 th Why the change? Due to the move away from secondary appointments and the creation of a sourcing approval process for inter-departmental sourcing; all Medical School departments will now have their budget data loaded at the same time. An analysis was completed of the various alternatives which were discussed with the Compensation Budgeting workgroup and the Medical School Finance office. It was determined that the process would not work unless sourcing was loaded for all departments at the same time. 3

4. FY14 Reporting 4 Budgeting Reports Focus Group Leader: Deborah Vasel – CFU/RAPS Members: Kim DunsworthRadiology Debbie HofmannRadiology Paul SchierbeckerInternal Med Debbie ScherrOtolaryngology Joanne HumphriesPathology and Immunology Admin Barry GoldsteinRAPS Todd Zimmerman/Adam BuffaRAPS Technical Experts Kristen SingerCFU/RAPS

5. FY14 Reporting 5 Report NameReport Type# of RunsPriority * CB - Source Detail by Dept-FundCB Financial11731 * Departmental Budget Analysis ReportRE10672 * CB - Source Detail by EmployeeCB Financial6513 * CB - Source Detail by Node (Role)CB Model5814 * CB - Salary Budgeting WorksheetCB Model2095 * CFU Budget Template ReportRE5416 * Tower Report (Med School PRB report)RE2867 * Compare Proposed FY OBUD to Current FY OBUDRE2348 * CB - Salary Change and Reason AnalysisCB Model2119 * CB - Source Detail by SubClassCB Financial16410 * CB – Exclude from Budget ListingCB Model * CB – New Job ListingCB Model

6. FY14 Reporting 6 IMPORTANT CHANGE NOTICE Report NameReport TypeNew Location * CB Salary and FTE Exception ReportCB IntegrityHR Personnel Reports * CB HR Data Changes ReportCB Integrity HR Personnel Reports Reminder : Request HR Reporting Access Security Authorization Forms are on RAPS Home page http://RAPS.wustl.edu

7. FY14 Reporting 7 Highlights  Some Reports will be available within the model  Sourcing Summary  Open Source - Dept Sourcing Remainder  Formatted reports will be available from a report menu  Availability date – October 1 for top 10 reports  Additional Reports developed for December Deployment

8. FY14 Reporting 8 Highlights  Reports will contain a Tree Structure rather than Cascading Prompts

9. FY14 Reporting 9

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11. Revenue & Expense Topics New and enhanced feature highlights in the FY14 model Performance is enhanced. There is now a Find function.  Users can find a specific department that prompts the model to filter for funds associated with that department. Users can budget specific purpose funds at the fund level.  Users who prefer budgeting specific purpose funds at the aggregate will continue to do so – there is no loss of functionality. Medical School users will have a Margins tab at the department level. There are many similarities between the FY13 and FY14 models. Adapting to the new models may be painless. 11

12. FY14 Training Training issues to consider for FY14 budgeting models. Many existing users require an overview of model changes. Some users with more/different responsibilities require targeted training. New users require more in-depth model training but we expect few new users. 12

13. FY14 Training 13 Ideas for training methods include:

14. FY14 Training 1.Webinars where specific model changes are demonstrated. Compensation budgeting model Revenue & Expense budgeting model including  General Operating  Specific Purpose o Pro: A large population can be reached efficiently. o Con: Generic material does not apply to all users. 14

15. FY14 Training 2.Brief pre-recorded topic based web sessions that include specific tab functionality. o Pro: Users can go directly to a topic of interest at any time. o Con: The pre-recorded session may not answer a user’s specific question. 3.Department training o Pro: Training material can be specifically directed to the needs of a department. o Con: Many trainers/ training sessions are required. 15

16. FY14 Training 4.One-on-one training o Pro: Training material can be specifically directed to the needs of an individual. Individual users probably get the most benefit from one-on-one training. o Con: Many trainers/ training sessions are required. 5.Classroom training o Pro: Users get hands-on training and can ask questions in class. o Con: Generic material does not apply to all users and training classes move too quickly/too slowly because of a wide variety of users. 16

17. FY14 Training Conclusions regarding training Training needs to be timely, useful, and will require a combination of methods. We will contact department representatives about training requirements.  Internal staff is the best judge of training needs. Training will begin in October 2012.  We will send a training schedule via e-mail and also post information on the RAPS website. 17

18. Wrap Up  Next meeting October, 2012  Q & A 18