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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%)
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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%) • 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
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
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
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
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
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
