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BUSINESS INTELLIGENCE TOOLS & PLANNING AND BUDGETING … · BUSINESS INTELLIGENCE TOOLS TOWNHALL 8...
Transcript of BUSINESS INTELLIGENCE TOOLS & PLANNING AND BUDGETING … · BUSINESS INTELLIGENCE TOOLS TOWNHALL 8...
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
BUSINESS INTELLIGENCE TOOLS& PLANNING AND BUDGETING CLOUD SERVICES
TOWNHALLThe presentation will begin soon.
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
PRESENTERS11/3/2017 University of Kansas2
Nick StevensDirectorBusiness Intelligence CenterUniversity of Kansas
Mary Ann RicheyDirectorBudget OfficeUniversity of Kansas
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
PRESENTATION OVERVIEW11/3/2017 University of Kansas
• Business Intelligence Tools• Overview• Benefits• Terminology• Sneak peek
• PBCS Management • Overview of PBCS Management• Benefits & changes • CF1 management• Sneak peek
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
SYSTEMS OVERVIEW11/3/2017 University of Kansas4
Financial Systems Transformation (FST) Project:
Core Transactional Systems
Planning and Budgeting Cloud Services (PBCS)
Streamlyne Financials in the Cloud (FITC) Concur
Reporting Systems
Business Intelligence
Tools
• Budget preparation• Scenario planning for
non-grant funds
• Proposal preparation & tracking
• S2S proposal submission
• AR/Billing• Payments• Budget transfers• Requisitions/POs
• P-Card reconciliation• Travel authorizations• Travel expense
reimbursements
• Scenario planning and forecasts
• Grant & non-grant budget status
• Salary forecasting of active positions at the position level
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
Core Transactional Systems
Planning and Budgeting Cloud Services (PBCS)
Streamlyne Financials in the Cloud (FITC) Concur
Reporting Systems
Business Intelligence
Tools
SYSTEMS OVERVIEW
What it replaces
NIBS, UBUD,BudCast
& BCP
PeopleSoft FSKU & KUPPs PeopleSoft FSKU BudCast &
DEMIS FinancialsCayuse 424
11/3/2017 University of Kansas5
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
Planning and Budgeting Cloud Services (PBCS)
Streamlyne Financials in the Cloud (FITC) Concur
Business Intelligence
Tools
SYSTEMS OVERVIEWModules:
PBCS Planning
PBCS Management
General Ledger(GL)
Departmental Accounts Receivable and Billing (DARBI)
Procure to Pay (P2P)
Assets
Grants
ExpenseOracle Analytics Cloud (OAC)
Oracle EssbaseCloud Services(ECS)
Proposal Preparation and Routing
Sponsored Contract Negotiation
Proposal Submission
11/3/2017 University of Kansas6
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TOWNHALLBUSINESS INTELLIGENCE TOOLS
11/3/2017 University of Kansas7
BUSINESS INTELLIGENCE TOOLS
TOWNHALL
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TOWNHALLBUSINESS INTELLIGENCE TOOLS
11/3/2017 University of Kansas8
BI TOOLS INTRODUCTION
Business Intelligence Tools
• What it is? • Set of cloud-based tools that provide advanced reporting and forecasting tools incorporating data
from a variety of university sources, including FITC, Streamlyne, Concur, and PBCS• Oracle Analytics Cloud Service (BI toolset with dashboards, analyses, etc.)• Oracle Essbase Cloud Service (right now = Grants Management Tool)
• Who will use it?• OAC: SSC staff, Budget Officers, Analytical/Reporting personnel, PIs, Chairs/Directors, Deans/VPs • ECS: SSC Research Staff (currently)
• How is it accessed?• oac.ku.edu/analytics using your KU online id• gmt.ku.edu using your KU online id
• Which department supports it? Who is the lead?• KU Business Intelligence Center• Director Nick Stevens
Oracle Analytics Cloud (OAC)
Oracle EssbaseCloud Services(ECS)
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TOWNHALLBUSINESS INTELLIGENCE TOOLS
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• Available on and off campus (no VPN required)
• Ability to save filters and reports you frequently run
• Ability to schedule reports for delivery
• With appropriate access, ability to develop your own dashboards/reports
• Data dictionary that documents data source, business rules, and definition
• Long-term: ability to link Financial data with other institutional data
• Enterprise level support for OAC
BI TOOLS INTRODUCTION
Benefits
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TOWNHALLBUSINESS INTELLIGENCE TOOLS
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• Analyses• Tabular or graphical representation of data
• Dashboards• A collection of analyses with the ability to drill-down
• Project (Visual Analyzer, Data Visualization)• Ad-hoc data exploration tool • Used for data “mashups”
• Subject Areas• Enterprise data models built by the BIC and validated by FMS
BI TOOLS INTRODUCTION
OAC terminology
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TOWNHALLBUSINESS INTELLIGENCE TOOLS
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• Financial Management Dashboard• Contains: Budget, Budget Adjustments, Revenue, Expenses,
Encumbrances, Forecasts, and Balances• Drill-down capabilities• Trend report• CF1 report
• Grant Management Dashboard (same as above)
BI TOOLS INTRODUCTION
Dashboards Available at Go-Live
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TOWNHALLBUSINESS INTELLIGENCE TOOLS
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Financial Management Dashboard Link
BI TOOLS INTRODUCTION
Sneak Peek
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TOWNHALLBUSINESS INTELLIGENCE TOOLS
11/3/2017 University of Kansas13
• Enterprise data models will be used as the source for all Financial Reporting to ensure consistent results and data integrity.
• Users will be unable to directly access the data warehouse to simply extract data. Reports developed on departmental tools should be rebuilt using OAC. Use cases that cannot be met by OAC will be handled on a case-by-case basis.
BI TOOLS INTRODUCTION
Policy Updates
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TOWNHALLBUSINESS INTELLIGENCE TOOLS
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• What system will I perform certain reporting actions in?
• Where do I find the reports/dashboards within each system?
• (Handout)
BI TOOLS INTRODUCTION
Reporting Overview
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TOWNHALLPBCS MANAGEMENT
11/3/2017 University of Kansas15
PLANNING AND BUDGETING CLOUD SERVICES (PBCS)
TOWNHALL
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TOWNHALLPBCS MANAGEMENT
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PBCS INTRODUCTION
Planning and Budgeting Cloud Services (PBCS)
• What it is? Hosted application for preparing the future year’s budget and monitoring the current year’s budget.
• Who will use it?• PBCS Planning: KU Budget Office and Department Budget Officers• PBCS Management: KU Budget Office, Department Budget Officers, Financial Staff
Members including SSCs• How is it accessed?
• By computer• What does it replace?
• NIBS, UBUD, BudCast and BCP• Which department supports it? Who is the lead?
• KU Budget Office• Director Mary Ann Richey
PBCS Planning
PBCS Management
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TOWNHALLPBCS MANAGEMENT
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• Place to review non-project financial information summarized at chartfield level (no position details)
• Project future revenues and expense – and see real time impact
• Place to manage Chartfield (CF1)
• System to use for Scenario or what if planning
SERVICE INTRODUCTION
Benefits
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TOWNHALLPBCS MANAGEMENT
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• NEW - numeric Budget Categories beginning with the number 5
• No position level details in PBCS Management tool/reports
• Budget transfers will be completed in FITC and completed at the fund, budget category, cost center, CF1 and KUEA level (no position)
• Status of pending and posted will be identified in PBCS and OAC reporting• Budget transfers in FITC can be keyed on web screen or as an Excel upload
• Salary expense projections will be calculated and auto-populated
• What If / Scenario Planning
PBCS INTRODUCTION
Changes – Non-Project Management Only
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TOWNHALLPBCS MANAGEMENT
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• What is a CF1• Reasons to use a CF1• Reasons not to use a CF1• CF1 Manual Budgets (i.e. Allocations) in PBCS management• CF1 on Payroll Expenses
• Phased Approach beginning in January
• CF1 Reporting
PBCS INTRODUCTION
Chartfield1 (CF1) Management
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TOWNHALLPBCS MANAGEMENT
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PBCS INTRODUCTION
Sneak Peek
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TOWNHALLPBCS MANAGEMENT
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PBCS INTRODUCTION
Sneak Peek
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TOWNHALLPBCS MANAGEMENT
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• End users can process working budget transfers in FITC against salary, fringe and OOE budget categories
PBCS INTRODUCTION
Policy Updates
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TOWNHALLPBCS MANAGEMENT
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PBCS INTRODUCTION
Reporting
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TOWNHALLPBCS MANAGEMENT
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PBCS INTRODUCTION
Reporting
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
WHAT’S NEXT/CALL TO ACTION
• BI Tools• Brainstorm what reports can be built
in OAC rather than by hand (or maintained in a shadow system)
• Chartfield1• Understand how/when you will want
to use a Chartfield1
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
HOW TO LEARN MORE & TRAINING11/3/2017 University of Kansas26
• Attend training in December/January
• Check fst.ku.edu for updates on upcoming training opportunities.
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
QUESTIONS/CONTACT
• Business Intelligence Center• Matt Baker• Jeanette Atkinson• Nick Stevens• Sean Steinle
• PBCS / Budget Office• Mary Ann Richey
11/3/2017 University of Kansas27
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TOWNHALLPBCS MANAGEMENT AND BI TOOLS
SYSTEMS OVERVIEW11/3/2017 University of Kansas28
Thank you to our working group members:• John Mulvihill, FMS
• Michael Heaton, Office of Research
• Liz Monroe, Office of Research
• Rhonda Sharp, SSC Administration
• Kristi Thompson, SSC College & Prof Schools
• Jeanette Atkinson, Business Intelligence Ctr
• Mark Reynolds, College of Liberal Arts & Sciences
• Aimee Hunt, SSC Campus Admin & Oper
• Nick Stevens, Business Intelligence Ctr
• Colette Gillespie, FMS
THANK YOU