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RAPS Budgeting User Forum July 18, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM

RAPS Budgeting User Forum July 18, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM. Welcome – Pam Fournie FY14 Deployment Schedule – Jean Shuler FY14 Reporting –Debbie Vasel Revenue & Expense topics – Eva Ostrow FY14 Training – Eva Ostrow Wrap Up – Pam Fournie. Agenda.

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RAPS Budgeting User Forum July 18, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM

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  1. RAPS Budgeting User Forum July 18, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM

  2. Welcome – Pam Fournie • FY14 Deployment Schedule – Jean Shuler • FY14 Reporting –Debbie Vasel • Revenue & Expense topics – Eva Ostrow • FY14 Training – Eva Ostrow • Wrap Up – Pam Fournie Agenda

  3. CFU Facilities Compensation Budgeting                              October 8th • CFU Facilities Revenue and Expense Budgeting               October 16th • Danforth School & Auxes Compensation Budgeting                    December 10th • Danforth School & Auxes Revenue and Expense Budgeting           December 17th • CFU Compensation Budgeting                                                                   January 18th • CFU Revenue and Expense Budgeting                                                    January 18th FY14 Deployment Schedule

  4. FY14 Reporting

  5. FY14 Reporting

  6. FY14 Reporting

  7. Highlights • Some Reports will be available within the model • Sourcing Summary • 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. • Danforth users will have a transfers tab at the school 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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