Layout H/R agenda for the 2 ½ days
Confirm our 2013/2014 programming and support
activity
Review what customers are using and briefly highlight
those successes and challenges (more detail in
specific sessions)
Highlight our best accomplishments for this past year
Talk about top customer concerns
Statement for 2014/2015 goals
Smartfind/AESOP – optional Third Party Sub Call
 Weidenhammer Session then Forum from 9:45am-Noon **moderator?
Last FMS Core Release August 2013:
 170+ enhancements, 11 new features
… Previous Year 140+ enhancement
… Previous Year 9+ new features
FMS Web Releases May 2013 - April 2014
9 Releases, 70+ Web Admin Connect enhancements
… Previous Year 45+ enhancements
15+ Web SchoolBooks .. No o/s item list
… Previous Year 30+ enhancements
5 Finance Webinars (plus release highlights sessions)
60+ Forum Updates (lots more than last year)
7 Online Videos … a Great Resource!
All webinars are recorded and available online
Free Form Report Writer .. NEW
** In Thursday Priority Session – confirm what webinars
we should be offering in the next series!
Address/timeline the blanks or are they really
N/A for your district and why?!
A/R
eFile
Direct
Deposit
J/E
Requests
Filing
Chq Batch
Bid/Stock
Permits
Work
Order
SD72
YES
AP &
PO only
Emp
DELTA
YES
YES
YES
SD23
YES
YES
YES
YES
YES
FMPSD
YES
YES
YES
YES
YES
YES
BSD
YES
YES
None
YES
YES
TMSD
YES
A/P
ONLY
YES
SDML
YES
YES
YES
PLPSD
Payr Only
YES
YES
RETSD
YES
YES
YES
S OAKS
YES
YES
YES
ISD
YES
A/P
only
YES
A/P
only
YES
YES
AP &
PO only
YES
YES
HSD
LSSD
YES
????
Activities
Prev Mtce
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
Efile
A/P
Inv
Efile
P/O
Efile
A/R
C/R
Efile
J/E
Efile
Ven
SD72
Y
Y
DELTA
Y
Y
Y
Y
SD23
Y
Y
Y
Y
FMPSD
Y
Y
Y
Y
BSD
Y
Y
Y
Y
TMSD
Y
Y
SDML
Y
Y
PLPSD
Y
Y
RETSD
Y
Y
Y
Y
Y
S OAKS
Y
Y
Y
Y
Y
ISD
Y
HSD
LSSD
Appr
P/Os
Appr
Inv
Y
Y
Y
Y
Stock
Reqs
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
A
Y
Y
U
A
Y
Y
Y
Y
J/E
Reqs
2013
#J/Es
Y
1623
Y
715
Y
Y
455
Y
Y
142
Y
Y
322
Y
Y
Y
236
Y
Y
Y
Y
Y
Y
Y
1575
Y
Y
Y
Y
1092
Y
Y
Actv
ChkL
st
Y
Y
Y
Key
Card
1658
Y
Y
Y
W/O
Y
Y
Y
Y
Perm
its
674
Y
Y
Y
Bid
Reqs
Y
147
Y
80
305
Y
 Continue to enhance AdminConnect for end users in lookup and
reporting – see more (internal notes, attachment notice) and drill
down better
 Work at schools moving from CIMS Core to AdminConnect for base
Finance functions … Done?!
 Exploit J/E requests and listen to what needs to happen in order for
this to be successful
 Continue to develop relationship with Maintenance to incorporate
their needs (Work Orders, Purchasing, Permits, activities, key
management…)
 Continue working at eFile and ensuring that in CIMS all items
accommodate for electronic attachments (Vendor, Work Order)
 Ability to go from P/O Req right to P/O approve and Print/Fax/Email
at School Level in AdminConnect
 Was in Delta … they love to upload everything from Excel. Upload
A/P Invoices, Upload Cash receipts, Upload Journal Entries ????
 Seven Oaks .. More on this at Bank Rec session but as at last
Conference I believe they committed to CIMS bank rec and in
reducing Journal Entries by utilizing Manual Cheques and cash
receipts … comments?
 Re-do of Purchase Order Print XML – ultimate goal would be to
provide orders to major vendors in data form – quicker, more
accurate ... …. Testing with Supreme?
 Do we totally need to re-think purchasing given the pressures to
order online .. More on this in the Purchasing session!
 Accounts Receivable .. We are planning for eCommerce online
payment but there is no inlist for any changes to A/R .. Customer
comments, concerns?
 Manitoba Tender process … Some of you participate by tendering a
portion (envelopes, art supplies …) AND end result is a catalogue of
standard pricing for all … Challenges in sharing the information
because your WHS# may all be different
 Budget Process .. Some districts not using CIMS to help .. Take it all
offline … time to re-discuss this topic?
 eCommerce for online payment of A/R and in Student
 Continue to work with maintenance/finance to integrate their
operations
 Complete the staff allocation circle – it must assist finance in
appropriate charging and answering questions about being in
balance.
 Consider an equipment booking module
 Permits – consider adding booking request front end and work at a
better online communication with schools to block/book their space
 Have not gone further in handling Employee Reiumbursements
online from the employee??
**Think about these focus points when you meet for forum