PART 2 - DEMO
PROPOSED BUDGET
AND POSITION MANAGEMENT
Budget and
Planning
• Budget Preparation
• Position
Management
• Budget to Actual &
Analytics
• Proposed Budgets
• Position
Amendments
• Budget to Actuals
• Vendor Spend
Fact Book and Surveys
• Financial Profiles
• Survey Data
Financial Services/
Procurement and
Contracting
Division/Units
Comprehensive
Financial
Reports (CFR)
Vendor Profiles
Model
Vendor Risk
Open Requisitions/Purchase
Orders
Vendor Spend
Risk Management
• Internal Audit
• Unit Assessments
• Fraud Detection
Contract and Grants
• Private Investigators Grant
Spend
• Grant Expense and
Reconciliation
• Grant Billing (future)
Inventory Management
• Distribution Analytics
Proposed Budget
Proposed Budget
Limitations:
• Limited turn around time
• Large volume of data
• Insufficient summary or aggregate information
• Difficult to balance funds and units within fund groups
• Dissemination of proposed budget schedules labor-
intensive
• Time consuming data collection and summarization for
BOR & OPB schedules
Proposed Budget
SAS Solution:
• Provide summary and drill through to detail capability
• Aggregate data at multiple levels (Fund, unit, class, department and position #))
• Identify and summarize data by category(vacant, lump-sum, inactive and
sponsored)
• ALLOWS US TO DO THE FOLLOWING:
Position Management
PERSONNEL SERVICES
TYPICALLY REPRESENTS
BETWEEN
65% - 70%
OF INSTITUTION'S TOTAL
BUDGET
Position Management Roles
OFFICE OF BUDGET &
PLANNING
DEPARTMENT MANAGERS
 Maintain oversight
 Budget planning
 Verify funding
 Track expenditures
 Monitor spending and hold
managers accountable
 Determine and redirect vacancy
lag funds to maximize resources
 Track and Report to
Management
 Control spending
Position Management
Limitations:
• Inability to track funding changes during the fiscal year
• Inability to determine variance between budget & actual
• Difficult to track new positions
• Difficult to identify vacant positions and calculate lag
• Inability to hold department manager accountable due to
insufficient reporting of personal services detail
Position Management
SAS® Solution:
• Ability to track amendments during the year, both
permanent and temporary amendments
• How did we do this?
• Use of position number in journal line description
field within PeopleSoft Financials
• Pull salary and expense data from ADP to compare
• How did we do this?
• Not easily – but position number created the link
Position Management
SAS® Solution:
• ALLOWS US TO DO THE FOLLOWING:
• Identify shortfalls or surplus
• Validate chart-field data
• Track vacant positions, calculate vacancy lag
• Develop aging report on vacant positions
• Develop Dept Mgr. Report similar to Schedule G1
• Develop Sr. Mgt reports
*****Updated Nightly*****
PART 3
OPERATIONAL AND STRATEGIC
REPORTING AND ANALYTICS
Budget and
Planning
• Budget Preparation
• Position
Management
• Budget to Actual &
Analytics
• Proposed Budgets
• Position
Amendments
• Budget to Actuals
• Vendor Spend
Fact Book and Surveys
• Financial Profiles
• Survey Data
Financial Services/
Procurement and
Contracting
Division/Units
Comprehensive
Financial
Reports (CFR)
Vendor Profiles
Model
Vendor Risk
Open Requisitions/Purchase
Orders
Vendor Spend
Risk Management
• Internal Audit
• Unit Assessments
• Fraud Detection
Contract and Grants
• Private Investigators Grant
Spend
• Grant Expense and
Reconciliation
• Grant Billing (future)
Inventory Management
• Distribution Analytics
Financial Monitoring, Reporting and
Analytics
Requirements
Limitations
 Fiscal responsibility,
 Static reports
accountability and stability
 Communication and
 Difficult to understand
Transparency
 Cumbersome to print and
 Accurate projections
 Monitor fund balances, debt
ratio, and cash flows
 Reports to Dept Mgrs.
perform analysis
 No analytical tools
 Inability to customize to meet
needs
Financial Monitoring, Reporting and Analytics
SAS® Solution:
• Financial reporting at summary and detail level
• Ability to monitor by month or quarter
• Sort, filter and rearrange data as desired
• Create reports for personal use or to share
• Add graphs and charts
• Multi year comparisons
Financial Monitoring, Reporting and Analytics
SAS® Solution:
• ALLOWS US TO DO THE FOLLOWING:
• Monitor departments budget
• Fund and Division level roll up reporting and monitoring
• Track fixed costs
• Easily prepare and update projections
• Perform analysis at multiple levels
• Provide report to Department Mgrs/Business Mgrs
*****Updated Nightly*****