UNIVERSITY OF IOWA ELECTRONIC WORKFLOW Steve Fleagle Associate VP & CIO Common Solutions Group | September 12, 2014 The Team: This is Their Work! Ed Hill – co-leader, back-end architect Mike Kaplan – co-leader, front-end architect Sam Schrup – user interface design Ransom Briggs – workflow engine development Ben Kazemi – workflow engine development Background: 2 Separate Workflow Systems UI Workflow Powered Employee Self-Service Portal since Dec. 2002 Supports online forms from HR, AP/Travel, Purchasing, VP for Research, Facilities, Fleet Services, Accounting Services, Business Services Routes forms from initiator to sublevel/supervisor, dept., org., central offices MAUI Workflow In production since Aug. 2008 Supports online forms from Admissions, Billing, and Registrar’s Office Supports wide variety of business processes, routes forms and information to various academic offices Goals of New System Combine Finance/HR workflow with student system workflow Platform neutral, functionality exposed via web services Ability to support any institutional process Services for all aspects of workflow Form management, routing, communication, security, roles, etc. Build a suite of workflow tools to define forms, approvals, & business processes Portal Form builder tool Workflow group/approver rights management Complex Forms Form Input Customizations Travel/pCard Business Services Pre-Award Proposals Workflow Portal Inbox Tools Forms Web Services Workflow Engine Entities Roles & Groups Routes Forms Templates Business Logic User Interface Employee Self-Service User Interface Electronic Workflow Architecture Student Information System Complex Forms Form Input Customizations Electronic Procurement Human Resources General Ledger Current Capabilities (Jobs@UIowa) Business Services Fleet Services Equal Opportunity and Diversity Merit Dept. Competitive Promotion Merit Position Requisition P & S/Faculty/Recruitment Plan Postdoctoral Requisition Postdoctoral Request to Hire Research Intern Requisition Research Intern Request to Hire (Miscellaneous) CLAS Faculty Reviews Comp & Class Redesign Employee Time Record ePersonnel Document Upload Learn/Dev Tuition Assistance App Request Vacation Donation Retirement UI Surplus Request Printing Department Order Approval Gas Cylinder Order Form Parking Forms Fleet Services Requisition AP-PO E-Voucher Travel Request Travel Expense Finance & Operations Purchasing Requester Admin Purchase Requisition Human Subjects Office Decision Support Request Human Resources (HR Transactions) Adjunct Support Appointment Change of Status Leave Of Absence Position Prior Special Compensation Special Compensation Summer Support Termination Transfer Student Information System Record Merges Online Application Processing Grade Postings and Changes Course Offerings and Fees Residency Review Departmental Scholarship Research Information Systems VPR Internal Funding Initiative DSP Non-Monetary Routing Form Advance MFK DSP Proposal Routing Form Institutional Review Board Treasurer’s Office Accounting Services Merchant Account Form Cash Handling UI Health Care PA/ARNP Privileging Process Facilities Management Facilities Management Requisitions Transaction Counts 900,000 800,000 700,000 600,000 500,000 HR Finance Student Other 400,000 300,000 200,000 100,000 0 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 Workflow Inbox Keys to Project Success Governance & executive-level support Campus discussion & engagement Frequent communication with stakeholders Co-leaders with complimentary skills & focus Good working relationship between development groups Separation of front-end user interface & back-end workflow engine development Clear goals/roles for each effort Next Steps Complete form builder application Assist other application owners in taking advantage of new features Continue to roll out new forms/applications Migrate existing workflow processes to new system Lessons Learned Unified inbox was greatly appreciated by campus Develop a simple system that accommodates a range of users Flexible definitions of roles and routes Difference between administrative and academic workflows Orgs and Depts have flexibility to do their own internal routing Incremental development and phased releases Developed and demonstrated WYSIWYG form builder tool first but then decided not to deploy until later phases