1 / 8

Financial Systems Needs Assessment

Financial Systems Needs Assessment. New Financial System: Opportunity for Input/Feedback. Monthly Research Administrators Meeting September 2009. FSNA Project Status. Project Status. Business requirements work group retreats underway 13 of 16 functional areas completed (81%)

bambi
Download Presentation

Financial Systems Needs Assessment

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Financial Systems Needs Assessment New Financial System: Opportunity for Input/Feedback Monthly Research Administrators Meeting September 2009

  2. FSNA Project Status Project Status • Business requirements work group retreats underway • 13 of 16 functional areas completed (81%) • Conducted with groups of campus subject matter experts (15-20 on average) • Cross campus representation • Reviewed & validated comprehensive set of requirements and current core financial processes • Target completion date for all areas: September 30, 2009 • Business processes documented for core financial business processes • Campus validation of processes and requirements began early September • Opportunity for campus stakeholders to provide input and feedback on: • Current Business Processes (efficiency, level of automation, reliance on shadow systems, level of satisfaction, reliability, value of change) • Input/feedback to be used to identify priorities for business process redesign • Future System Requirements (level of need, reason for/value of requirement, did we miss anything?) • Input/feedback on requirements to be used to set priorities for the alternative analysis • Phase 2 – Alternatives Analysis scheduled to start January 2010 MRAM Presentation

  3. Campus Validation Campus Validation – What to Expect • Users of the UW financial systems invited via email to register and participate in validation activities • Look for emails with title “New Financial System – Opportunity to …” • Web-based validation tool • Users register and self-select business areas to validate based on experience & knowledge • Descriptions of each business area are provided on registration page • Users to be notified when business areas are ready for validation • You can “opt out” of receiving future emails MRAM Presentation

  4. Campus Validation Campus Validation – What to Expect • Validation activities began September 9 and go through mid-November • Time commitment will vary • You determine what you will review and vote on • Review and validate only those items you know about • Business areas are subdivided into major functions and may be subdivided further • Example: Purchasing is comprised of Requisitions, Purchase Orders, Reporting, etc. Purchase Orders is comprised of Set-up a Requisition; Assign a Buyer and Requisition Line Item • On average, 30 seconds per process or requirement MRAM Presentation

  5. Campus Validation Schedule & Validation Groupings • Pilot (September): • Fixed Assets • Group 1 (Sept 22-Oct 20): • AP • Travel • Purchasing • eCommerce • Vendor Management • Cost Accounting • Service Centers • Group 2 (Oct 6-Nov 3): • General Ledger • Grants Management • Project Accounting • Group 3 (Oct 20-Nov 17): • Budget • Budget Activity Reconciliation • Accounts Receivable • Debt/ILP • Endowment • Bank Reconciliation MRAM Presentation

  6. Campus Validation Need Additional Information? • Informational sessions are being conducted on a biweekly basis • Topics include: • Project overview • Demonstration of web tool • Question & Answers session • Schedule, FAQs and other information is available on the FSNA website • http://www.washington.edu/provost/oim/SPP/FSNA MRAM Presentation

  7. Campus Validation We Value & Need Input • We want the new system to meet the needs of campus – we can’t achieve this goal without your help • Please participate • Please encourage your unit and staff to participate MRAM Presentation

  8. MRAM Presentation

More Related