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

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

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

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

  2. 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 Agenda

  3. Medical School Compensation Budgeting October  8th • Medical School Revenue and Expense Budgeting                              October 16th • 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. FY14 Deployment Schedule

  4. FY14 Reporting

  5. FY14 Reporting

  6. 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 FY14 Reporting

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

  9. Highlights • Test Data is available to enable Report Training • Webinars • On site with Departments • One on One at user’s desk FY14 Reporting

  10. FY14 Reporting

  11. 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. Revenue & Expense Topics

  12. 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. FY14 Training

  13. Ideas for training methods include: FY14 Training

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

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

  16. One-on-one training • 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. • Con: Many trainers/ training sessions are required. • Classroom training • Pro: Users get hands-on training and can ask questions in class. • Con: Generic material does not apply to all users and training classes move too quickly/too slowly because of a wide variety of users. FY14 Training

  17. 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. FY14 Training

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

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