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UpdateFiscal Administrators Meeting 6-24-15

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Where we are now…

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User Feedback and Iteration

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Development & Release Cycle

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Requirements in Agile• Epic: Subject Area for quarterly release – i.e. R1 Uses of Funds

• Feature: Broad themes that cover how users need to use the data and the tools – i.e. Drill from Summary to Detail or Analyze Across Time

• User Story: A specific reporting use case – i.e. Expenditure Detail by Project Report

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What does the requirements process look like?

Microsoft Excel Worksheet

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R1- Uses of Funds features

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Uses of Funds

Analyze & Manage Expenses Drill from Summary to Detail

Analyze & Manage Labor Costs

Analyze Across Time Compare to Budget Project Future Spend Auto Reconcile Accounts

Slice by PTAEO elements Activity Center - MBU - Org

Slice by PAO Trending - by Year, by Month

Slice by PAE Commitments (Purchasing)

To Fund Source

Project Project owning Salary YTD - current yr, previous yr(s)

Track & Reconcile flow of funds from Installment to budget to actual

Encumberances (Labor)

Against HR Labor Dist.

Award Award owning Wage Project to DateOrg HR Org FringeExpenditure Type Expense Categories HoursTask

PTAEO AttributesAll existing Attributes (Including Fund Sources)User-defined Groupings & Attributes (i.e. Base/Non-Base, Functional)

Manage Restricted FundsCost TransfersETFManage Capital ProjectsExternal Reporting GroupsAudit Projects for authorized Expense TypesLink Proposal Details (GAS/ResearchUVA) to AW/PR

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What we need from you…• Think Critically • What decisions are being made from these reports?• Can we simplify?• Can we deliver information directly into the hands of those who

need it?• Think Creatively• Can we enhance the report to remove downstream processing

and formatting?• Can we consolidate/standardize reports and use prompts & filters

to provide flexibility of use and prevent report proliferation?• Can a dashboard or proactive alerting process eliminate the need

to review detailed reports?

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6If you want to learn more or find out how to get involved, go to http://managerialreporting.virginia.edu/

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Appendix

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Report Req. Questions• How is the data/information in the request used today (reconciliation,

monitoring, decision-making, external reporting)?• Who is making decisions based on this information and what decisions are being

made?• Is the information consumed as is out of Discoverer or is there further

manipulation, summarization, aggregation, cleansing, grouping, and/or data joins done outside of Discoverer (in Excel or elsewhere)?

• Are there multiple versions/flavors of this “report” used across Grounds? If so, what causes the variation? Filters, aggregation and grouping levels, timing, etc.

• Is this information used for External Reporting of any type (Federal, State, Sponsor, Accrediting Body, BOV, etc.)?

• Which of the following items have been considered to utilize the capabilities of the new reporting environment:• Standardization (to reduce multiple versions) by incorporating additional filters and

parameters (user-based session variables, row filtering, column filtering, presentation options at run-time)

• Aggregation and drill-down paths• Visualizations (charts, graphs, etc.)• Exception reporting and alerts to automate monitoring processes

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