User Conference
Vancouver, BC
Weidenhammer Update
presented by
Sam Morgan, Vice President
May 1, 2013
Discussion Outline
• Weidenhammer Overview
– Background
– Strategy & Vision
– Software Offerings
Customer Portal
Business Update
Commitment
Weidenhammer Background
• Experience:
– Founded 1978 - 34 years of Excellence
•
•
•
•
•
•
Software Development Core Competency
Stable Staff
Financial Strength
Best of Breed Partners
Consistent Management
Deep IBM Mid-Range Heritage
Weidenhammer Background
• 2 Divisions / 3 Key Components
• Divisions
– Education Systems Division
– Enterprise Division
• Solution Delivery
• Systems Integration / Outsourcing
• Headquartered in Wyomissing, PA
• 3 Branch Offices in PA
• Other Offices in MI, AZ and CO
Education Solutions Division
• Supporting Schools since 1978
• Information Design, Inc. (IDI) Acquired January
29, 2007, which developed alio
• CIMS Acquired February 5, 2007 from Pearson
• Over 1,500 Basic Ed Customers in 44 States,
and Canada
• 8 Strategic Partners
– Take Two is one of them
Strategy and Future Vision
• In Technology … Change is Constant and the Clock Keeps
Ticking
• We Make Long Term Commitments to Our Clients
• Business Always Driven by Long Term View
• We Carefully Listen
• We Are in Constant, Close Communication
• Business Goals:
–
–
–
–
–
Solve Client Business Problems
Provide Solution Alternatives
Protect Client Investments
Grow Our Business
Become Trusted Advisor & Most Reliable IT Supplier
Strategy and Future Vision
• Weidenhammer Desires to Develop an
International System Brand
• Highly Fragmented School Administrative
Solution Market
• Industry Consolidation
• Unique Moment in Time
• Plan to Leverage CIMS Customer Base and
Partners to Build the Leading Brand in School
Administrative Systems
Software Offerings
– Series I based Finance , HR and
Student solution
• Not proactively selling in the States
• No end of life
- Web based Finance, Payroll and HR
solution
- Data Analysis Tool
• Business Intelligence Solution
• Multiple tools to facilitate data analysis and
reporting
– Crystal Reports Report Writer
• WSC created CIMS universes
– Finance
– Multi-year Finance
– Payroll/HR
– Student
• Predefined Content
– Over 60 Reports available
– Dashboards with metrics designed for key positions:
•
•
•
•
Finance Staff (Finance)
Board Members (Board Content)
Human Resource/Payroll Staff (HR)
School Principals (Campus)
• Reports include information from critical areas
– Customers can copy reports and make changes
– No need to start from scratch
•
•
•
•
Drill Down capability
Ability to schedule reports and distribute nightly
Highly visual, easy to read graphs
Tools for modeling potential changes
Finance Dashboards
Board Content Dashboards
HR Dashboards
Campus Dashboards
Campus Student Dashboards
Web Queries
Printer Ready Reports
Analytics
Additional Analytics
Live Office Integration
User Friendly Field Names
Employee Name
Employee Name
Type: String
Employee Name as maintained on
Employee Basic Information Screen
EIS.301.01.
FIN Reports
•
•
•
•
•
•
•
•
•
AP Aging Report
Check Facsimile
Check Register by Bank
Check Listing by Vendor
name and date
Invoice Detail
Invoices listing by Vendor
Monthly Check Register
AP Vendor Aging Report
General Ledger Details
• Balance Sheet Summary
• Account Expenditures
• Expenditures Detail by
Account
• Function Expenditures YTD
• Fund Expenditures YTD
• Location Expenditures YTD
• Object Expenditures YTD
• Location Expenditures YTD
• Multi-year Budget
Comparison
HR Reports
• Certificate Information
• Employee Birthdays in next 30
days
• Employee Birthday Report
• Employee Census
• Employee Count by Location
• Employee Directory
• Employee email addresses
• Ethnicity Report by Gender
• FTE by Pay Grade & Step
• FTE by Location
• Employee Information
•
•
•
•
•
•
•
•
Leave Taken
Employee Master Listing
Personal Information Report
Employee Seniority
Employee Phone Directory
Absence History
Contract Employee Salary
Contract Employee Salary w
account distribution
• Employee salary/FTE by job
• Salaries by Level and Step
• Salary and Benefit Forcasting
STU Reports
•
•
•
•
•
•
•
•
•
Attendance detail
Attendance by Period
Daily Attendance – Detail
Daily Attendance –
Summary
Student Additional
Contacts
Student Age Listing
Student Phone Listing
Attribute breakdown
Demographic breakdown
• Incident/Discipline
Summary
• Incident/Discipline Detail
• Incident/Discipline Notes
• Student Transcript
• Student Schedule
• Student Tag Detail
• Immunizations Due listing
• Tag Category Report
• Tag Category Detail
• Tag ID Report
• New Reports being released in July 2013
– Employee Social Security Listing
– Employee Months of Service
– Encumbrance Balance Report
Employee Social Security Listing
Employee Months of Service
Encumbrance Balance Report
CIMS alio Intelligence Reports
• Sampling of canned reports & listings included
in product
– These reports can be used ‘as is’ or customized to
your districts needs
•
•
•
•
Fields removed or added
Sort changed
Data filtered
Prompt removed or added
Multi Year Budget Comparison
• This report spans 3 years of data for side by side comparison
• Three reports in one – Budget, Transactions, Differences
Multi Year Budget Comparison
Multi Year Budget Comparison
Accounts Payable Aging Report
• This report provides multiple levels of drill
downs to:
 Records making up entire aging report
 Records for specific aging periods
 Invoice Detail Record
Accounts Payable Aging Report
Monthly Check Register
Employee Census
• This report idea came from a CIMS client that was incorporated
into the base product
CIMS alio Intelligence Reports
• Examples of reports created by current CIMS
clients
– Quarterly Transaction Reports
– Longevity Listing
– Sick Days for MESSA
– Certificates by Name and Date
Quarterly Fund Transaction Report
Quarterly Transaction Detail Report
•
Clicking on hyperlink from previous report drills down to the
transaction detail
Longevity Listing
Sick Days for MESSA
Certificates by Name and Date
•
This was a base product report that a client took and modified
in the order they wanted
CIMS Alio Intelligence - Student
• Student Schedule
– By Student
– By Term
CIMS Alio Intelligence - Student
• Immunizations Due
– By Student
– Identifies those with an Immunization that is past
due or incomplete
CIMS alio Intelligence
• Sharing each others reports on InfoLink
– Upload option
– Download option
InfoLink – Sharing Reports
Customer Portal
– Home Tab
• Requesting Support
• Limit with Text Search
• Limit to Product, Resource
Type and Version
• Alerts and
Announcements
• Open Problem Reports
• Presentations
• Product Downloads
• Release and User
Documents
– Forums Tab
•
•
•
•
Forum Listing
Recent Topics
Recent Posts
Search Forum
Home Tab
Forum Tab
Forum Tab
CIMS Business Update
• CIMS Business
– 140 customers – 30 Student
– CIMS customers are encouraged to move to alio
for Finance
– We are currently in the buy vs build stage for
Student
• WSC will Continue to Support and Enhance
CIMS
– CIMS Enhancement Investment Will Continue
– No End of Life Plan
CIMS Business Update
• Major Enhancements
– FMS
• Send Direct Payments via email
• Separated the Direct Payment Register from the
Check Register
• New selection options to process invoices for
batch posting and new sort by Voucher #
• New fields for W-9 recordkeeping and 2nd TIN
Notification for 1099 reporting
CIMS Business Update
• Major Enhancements
– FMS
• Direct Payment to an Employee can use the
Direct Deposit Information from EMS
• New option to mass update Prenote Flags in
Vendor Records
• Program to select Invoices to Pay on a check
will only display the unpaid Invoices
• New selection on 1099 Edit Listing to only show
1099 Vendors that have 1099 amounts.
New Invoice Batch Posting Enhancement
Employee Direct Payment Enhancement
CIMS Business Update
• Major Enhancements
– EMS
• New program to mass update Deductions in
Employee records
• Employee Account Distribution History Lookup
• New option to restore the time records from
history when voiding a payroll check
• Field Level Indexing added to Institution, Degree,
Major/Minor, and Skill Codes
• Payroll Run # added to all Payroll Processing
Reports
CIMS Business Update
• Major Enhancements 2012/2013
– EMS
• On the Absence Detail Report
– Added new Absence Codes selection
– Added additional selections fields for Location and Job Codes
– Added Absence Date sort
• Option to default the Encumbered flag from Job
Code Master to Assignments during new year
setup
• Added Cell Phone, Other Phone, and Ethnic Code
2-10 fields to the Employee Report Writer
Mass Deduction Update Enhancement
Account History Lookup Enhancement
Absence Report Selection Enhancement
Cell Phone, Other Phone, & Ethnicity Codes 2-10 added to
Report Writers Enhancement
CIMS Business Update
• Major Enhancements
–FAS
• Added field level indexing on Building and
Room in Fixed Asset Maintenance and Report
Prompts
• Added ability to sort Suspense Records by PO
Number
• Created two Mass Change Programs
– Mass Transfer Asset Records to other locations
– Mass Retire Asset Records
Fixed Asset Field Level Indexing Enhancement
CIMS Business Update
• Major Enhancements
– SMS
• Added the ability to set a default value on each of
the (15) Student Attributes
• Added field level indexing on Daily & Period
Reasons in Course Attendance
• Add ability to print Mailing Labels on Laser
Printer
• Add ability to print Laser Transcript Labels
Mass Assign Tags Enhancement
Course Request Enhancement
CIMS Road Map
FMS 06.03.02
1099 2013
EMS 6.01
HMS 5.02.01
FMS 6.03.01
2013
|
Apr
|
May
W2 2013
|
Jun
|
July
|
Aug
CIMS alio Intelligence 1.04
|
Sept
|
Oct
|
Nov
|
Dec
|
Jan
|
Feb
|
Mar
|
2014
Commitment
• We Recognize You Have Many Options for
Support & Software
• We Understand You Measure Suppliers
Performance Thru Each Transaction
• We Seek to Become a Trusted Advisor and
Preferred Supplier
• Commitment: To Work Every Day to Earn the
Right to Win Your Business
Commitment
• CIMS Generates Great Synergy With alio and
Weidenhammer Education Business
• No End-of-Life for CIMS
• CIMS Enhancement Investments continue
• Migration Path to alio Available as
Appropriate for CIMS Finance Customers
• Migration path for CIMS Student Customers in
the near future