PRESENTED BY
KENNETH BRIDGES
&
DAWN GAMADANIS
KENNESAW STATE UNIVERSITY
Agenda
 Session 1 – Learn about SAS® KSU Financial Data Mart (FDM)
 Discussion/Questions
 Break
 Session 2 – Budget Development and Position Management
 Discussion/Questions
 Break
 Session 3 – Comprehensive Financial Reports and Analytics
 Discussion/Questions
 Contact Us
 24,600 Students
 $347m Budget with over 600 department
accounts
 2,200+ employees
 Five Major Divisions
 Eight Academic Colleges
Business intelligence is about effectively managing
critical data assets and its transformation into
information in such a way that drives strategic planning,
executive decision-making, and management reporting
throughout your organization.
Thus, data drives our need to be well-informed.
The statement of purpose is about pursuing continuous
improvement to be well-informed, to provide selfservicing of information on the desktop, and positively
effect decision support at all levels of the organization.
Grants Post-Award office spent routinely up to two weeks,
sometime longer, to data enter and reconcile grants in QuickBooks
and compile reports to send to Principal Investigators.
Business Managers ran multiple PeopleSoft reports and queries
daily, data enter into QuickBooks, to reconcile accounts and
summarize information into reports for Deans and Chairs.
Budget and Planning Office spent most of time in data entry mode
for Budget Prep instead of analyzing the data; lacked ability to track
position funding changes during the year and unable to provide
personal service changes to department managers.
With over 600 local public
queries plus hundreds of
private ones to choose from or
model from more than 300+
BOR delivered queries, pulling
data from PeopleSoft can be
somewhat challenging for
most users to navigate which
on occasion results in…well,
you know
 Establish a robust, scalable, and practical
alternative to meeting KSU’s institutional
demands for enterprise intelligence and analytics
 Provide easy access to financial information and
analytics for decision support, strategic initiatives,
and executive management reporting
 Provide self-service functionality for users to build,
customize, and share reports with common data
dictionary, dimensions, and measures through a
secure portal
Enhance and streamline budget
development and reporting
Ability to perform financial analytics
for budget and planning
Easy-to-use self-service reporting
tools for enterprise
Manage financial data integration to
better enable decision support
Support budget management
tracking and accountability
Promote data quality and integrity
with “one version of the truth”
 ERPs lack robust reporting tools
and analytics
 Queries are hard to learn and very
often require exporting to Excel
for further aggregation and
analyses
 Shadows systems proliferate as a
means to track and reconcile
accounts for business managers
and grants post-award office
 Information not easily shared and
data not securely distributed
 Inability to obtain revenue,
expenditure, and budget data at
multiple organizational levels
 Budget managers were being
held accountable but lacked
adequate tools to track budgets
and spending
 PeopleSoft terminology
oftentimes misunderstood –
what’s in pre-encumbrance as
opposed to an encumbrance?
Why should I care?
 Inability to set aside/reserve
funds for future spending and
have it reflected in remaining
balances
Accessibility
To multiple (unlimited) data sources
+
Transparency
For common version of the truth
+
Consistency
To strengthen data quality and data integrity
+
Safeguard
To secure data for confidentiality
on a need to know basis
+
Ease of Use
Transition is intuitive and familiar
2010
Financial Data Mart build began (ETL Loads, Tables, Metadata)
2011
Initial Cubes and Information Maps (metadata) developed
2012
Released Comprehensive Financial Report (CFR) and Budget Preparation report
set
2013
Released Position Management and Vacancy Lag report set
2013
Released Grants (Sponsored) report set
2013
Released Fraud Detection (encumbrances) report utilizing Forecast Server
2014
Planned release of new Key Performance Metrics dashboard analytics
2014
Planned completion of CFR Enhancements
PeopleSoft
ADP
Financials
Banner
FINANCIAL
DATA MART
EXTRACT
(PSFIN Table
Copy/Link to
Banner and
ADP Schema)
TRANSFORM
LOAD
OLAP
(Apply Rules
and Filters)
(Detail Data
Store)
(Cube
Rebuilds)
* Nightly Refresh Monday - Friday
ETL Procedure
Process
Source Data
A - Foundation Tables
Copy
Account, Department, Fund, Class, Program,
Project Grants tables
B - Financial KK
Copy
KK Budget, Ledger KK, KK Activity, KK
Source, KK Referenced tables
C – GL Tables
Copy
PersServBOR, JGEN BOR Tables, GL Journals,
Ledger tables
D – Other PS Tables
Copy
Expense Sheet, PO, Receiver, Requisition,
Speed Chart, Speed Type tables
E – Accounts Payable
Copy
Voucher, Line, Acctg Line, Payments,
Payment Voucher XREF, Vendor tables
F – Budget Preparation
Copy
All Budget Prep tables
G, H1 – H3, J, M
Transform
Local copied source FIN tables
L – Position Management
Package
Local source FIN tables & ADP DW Schema
P – Integration
Push data
From FDM to other database systems
User Groups
Data Perspective
Budget and Planning
Budget, Actuals, Positions –
Budget Global, Financial Global
Finance and Accounting
Procurement and Contracting
Actuals – Financial Global
Internal Audit
Office of Research – Post Awards
Budget, Actuals, A/R Sponsored –
Grants Secure
Business Affairs Managers (Academic
Units)
Deans and Chairs (Academic Units)
Administrators and Department
Managers
Budget, Actuals, Positions –
Financial Secure
Budget and
Planning
• Position
Management
• Budget Preparation
• Budget to Actual
Fact Book and
Surveys
• Financial Profiles
• Survey Data
Financial Services/
Procurement and
Contracting
Comprehensive
Financial
Reports (CFR)
• Vendor Profiles
• Vendor Risk
• Open
Requisitions/Purchas
e Orders
• Vendor Spend
Risk
Management
• Internal Audit
• Unit Assessments
• Fraud Detection
Model
Division/Units
•
•
•
•
Budget to Actuals
Vendor Spend
Proposed Budgets
Position
Amendments
Inventory
Management
• Distribution Analytics
Contract and Grants
• Private Investigators
Reports
• Grant Accountants &
Control Reports
• Budget to Actuals
• Spend Activity
• Payroll Activity
BUDGET PREP
BUDGET GLOBAL












 Comprehensive Financial
Budget Prep
ADP Code Exceptions
Aggregate Detail
Fringe Exceptions
Grant Positions
Lump Sum Variances
OBP Fund by Expense
OBP Fund by Function
Personal Services
Position Counts
Position Employee Exception
Budget Position Management
View (new)

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Report (CFR) Global
CFR Budget Global
CFR Encumbrance Global
CFR Expenses Global
CFR Payroll Global
CFR Personnel Services
Global
CFR Revenue Global
FINANCIAL SECURE
FINANCIAL GLOBAL
 Comprehensive Financial
 Financial Encumbrance

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
Report (CFR) Secure
CFR Budget Secure
CFR Encumbrance Secure
CFR Expenses Secure
CFR Payroll Secure
CFR Personnel Services
Secure
CFR Revenue Secure
Vendor Risk Payments Secure
Transportation Secure
(Fraud Detection)
 Vendor Risk Payments Global
 Transportation Global
GRANTS
 Grants Cube Global
 Grants Cube Secure
DIMENSION
PERSPECTIVE
HIERARCHY
FISCAL YEAR
FINANCIAL
FISCAL YR/DIV/DEPT/FUND/PROJNM/ACCT ROLLUP/ACCT NAME
FISCAL YR/FUND/CLASS/ACCT ROLLUP/ACCT NAME/DEPT
FISCAL YR/DIV/DEPT/FUND/CLASS NM/PROJ NM/ACCT
ROLLUP/ACCT NAME
FISCAL YR/FUND/CLASS NM/ACCT ROLLUP/ACCT NAME/DEPT
FISCAL YR/FUND/DEPT/CLASS NM/PROJ NM/ACCT ROLLUP/ ACCT
NAME
BUDGET PERIOD
BUDGET
BUDGET PERIOD/FUND/CLASS/DEPT
BUDGET PERIOD/DIV/DEPT/FUND
BUDGET PERIOD/POS NBR/EMPLID/EMP NAME/ACCT CD
PROJECT NAME
GRANTS
PROJ NM/BUD REF/ACCTG PERIOD
PROJ NM/BUD REF/ACCTG PERIOD/BUD ACCT TYPE/ACCT NAME
PROJ NM/BUD ACCT TYPE/ACCT ROLLUP/ACCT NAME
Budget
Financial











 Sum of Total Fund Balances
 Sum of Total Expenses
 Sum of Pre-encumbrance
Sum of Budget Amount
Sum of Proposed Revenue
Sum of Proposed APPROP
Sum of Proposed ORG
Sum of Proposed Budget
FTE Counts
Sum of Current Salary
Sum of Temporary Amended
Sum of Permanent Amended
Sum of Next Year Base Budget
Sum of Total Budget Amount


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

Amount
Sum of Encumbrance
Amount
Sum of Expended Amount
Sum of P-Card Amount
Sum of Reserve Amount
(Departmental Set-Asides)
Sum of Free Balance
Sum of Payroll Expenses
Financial
 Sum of Personal Services
 Sum of Non-Personal





Services
Sum of Revenue Amount
Risk Transaction Count
Sum of PO Quantity
Sum of Quantity Received
Sum of Quantity Remaining
BUDGET PREP


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
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

Sum of APPROP Variance
Sum of Current APPROP
Sum of Current Grant
Sum of Current ORG
Sum of Current Revenue
Sum of Current Salary
Distributed Proposed Salary
Sum of Equity Adjustment
Distinct Count of FTE
Sum of Total Fund Balance
Sum of FTE
Sum of Grant Variance
Sum of ORG Variance
 Sum of Proposed APPROP
 Sum of Proposed Budget Salary
 Sum of Proposed Fringe

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

Estimate
Sum of Proposed Grant
Sum of Proposed ORG
Sum of Proposed Revenue
Sum of Proposed Employee
Salary
Sum of Revenue to Expense
Variance
Sum of Revenue Variance
Sum of Supplement Amount
Sum of Total Expenses
Sum of Distributed Salary
Sum of Distributed Budget
400
350
345
292
300
250
200
Last Year
150
This Year
100
50
16
20
0
Total users *
(+34%)
Department
Mgrs & staff
(+29%)
Business Mgrs
(+23%)
Project Mgrs
(+233%)
* 3 Global Users
Accountability
Regulatory
Strategic
Support
77 Total Active Projects
Budget and Planning
Finance and Accounting
Risk Management
Office of Research
(Grants Post-Award)
Procurement and
Contracting
Others
Kenneth Bridges
Director
Enterprise Financial Reporting
kbridges@kennesaw.edu
770-499-3422
Dawn Gamadanis
Director
Budget and Planning
dgamadan@kennesaw.edu
770-499-3293