UMass Boston
Management Reporting
2013
UMass Boston Management Reporting
• Topics
– UMass Boston Management Reporting Group
– Finance & HR Summit
– Partnership with Human Resources & Finance
• Summit Overview
– Implementation Plan & Structure
– Pilot Group
– Collaboration with Other campuses
• Three key Points
– We have a plan to deploy Summit Finance & HR Dashboards
– Fair Contract has been extended thru December 2013
– Monthly reports will continue to use the same distribution
that we currently use
UMass Boston Management Reporting
Group
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First meeting was held on Wednesday April 3, 2013
Group Members
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Ellen O’Connor – Administration & Finance
Sean McInnis – Administration & Finance
Elizabeth Kilcoyne – Administration & Finance
Susan Wolfe – Office of Budget & Financial Planning
Kathleen Teehan – Enrollment Management
Jennifer Brown – Office of Institutional research
Becky Hsu – Human Resource
Gina Cappello – University Advancement
Anne Scrivener Agee – IT
Terence Phalen – IT
Sample of what the group will discuss
– Status of Summit & other reporting projects
– Provide guidance and leadership on implementation plans
When do they meet
– We will communicate once a month and meet as needed.
UMass Boston Summit
Finance & HR Summit Dashboard Updates
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All campuses & System Office are using Summit in some fashion
Security is based off of PeopleSoft security (department level security)
UMB Pilot Group (approximately 40 end users) attempts to meet monthly
We have approximately 120 Campus users in our Pilot program
PI Level Security has been addressed and meets the criteria of UMass Boston
Current Dashboard Available to UMB pilot group
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Academic Admin – Fully functional
Department Admin – Fully Functional
Fiscal Reporting – Provides us with the opportunity to pull of UMGL7045 (summary report) with
parameters on the printouts.
PI – Dashboard built to provide the PI’s with one stop shopping on grants
Transaction Detail Analysis – Provides us with reporting similar to the transaction detail report known
on campus as the UMGL7062 / UMGM 7062
Human Resource Pilot Group is going to be merged into the Finance Pilot Group
effective for the June Meeting
Collaboration with Other Campuses
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Key Decision Makers--Monthly Calls
– KDM (Key Decision Makers) started as a meeting of the Lead Campuses
Executive Sponsors - Amherst and Worcester. Campuses added to the governing body as they
started to roll out Summit.
– The goal of KDM is to govern the direction of the functionality, promote usage and
understanding on the campuses and act as mediator in the event that conflicting priorities
cannot be resolved at the leads level.
– Review project statuses.
– New projects over a 40hr effort need to be reviewed at the KDM level for approval.
– Resourcing breakdown is discussed at KDM particularly how much to put towards
maintenance and how much to put towards new projects. If more resourcing is deemed
necessary, it is this group that will take the business case to their respective campus VC of A&F
Summit Leads call is every other week
Technical Upgrade to new 11G system took place in April 2013.
Upgrade provided us with a little sleeker look to the summit application
Management Reporting Next Steps
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Initial “Go-Live” date for Human Resources and Finance dashboards is schedule for November 2013
Addition of Summit Security is now limited until we get closer to “Go-Live”
We have renewed the contract for FAIR until December 2013
We will continue with the pilot group meeting each month and provide feedback to the “Summit Leads”
Three key Points
– We have a plan to deploy Summit Finance & HR Dashboards
– Fair Contract has been extended thru December 2013
– Monthly reports will continue to use the same distribution
that we currently use