1. UWE Bristol Finance & Planning ‘Making Agresso work harder for us’ Rachael Fleetwood Deputy Director of Finance

2. Agresso – Current Issues Implemented 10 years ago Does not make full use of its capability Lack of organisational hierarchy Very detailed and un-intuitive coding structure No structured reporting Too many individual workarounds The system says ‘No’

3. The Changes

4. Changes Implement organisational hierarchy –5 levels, report at level 4 Change costcentre structure –Consistent code length (8 characters) A AAA0000 –U University fundsUnit refSequential number –R Research fundse.g. FIN, –E Other external fundsLAW, AEF –E.g. UFIN0001, RLAW0103, EITO0604

5. Agresso Changes Add more attributes –Activity type e.g. Research, CPD, Core –Funding type e.g. Core, Research Councils –Research centre/group – enable reports –Master project (to group costcentres together) More structured reporting –Dashboards } delivered straight from –Streamlined reports } the system (real time)

6. What it means: COSTCENTRE e.g. RLAW0012 PI/Budgetholder REF HESA (Finance) Research Centre/Group Activity Type e.g Research Sponsor records Funder templates Reporting templates CPD Services Rendered Partnerships Core MASTER PROJECT To group a number of costcentres together, e.g. VCIF, Strategic Programmes, Access Agreement Funding type e.g. Research Council Charities Core QR Capital TRAC Team/Section (level 5) DEPT (level 4) FACULTY & SERVICE (level 3) Organisation structures (current & historic) DIRECTORATE (level 2) UNIV (level 1) REPORTS

7. Objective outcomes Transparent coding methodology Clear hierarchy More intuitive to the end user ‘Pushed’ reports with consistent layout More timely information to users Proactive vs Reactive – enable more value added work

8. Next steps Implementation date –Core codes 1 st August –Remainder to follow thereafter –New projects – new coding method Set up new codes –Management Accountants are working with Faculties and departments on this –Opportunity to review budget and set up new fit for purpose codes