change network roundtable - vanderbilt university€¦ · change network roundtable august 25, 2016...
TRANSCRIPT
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Change Network Roundtable August 25, 2016
Today Next Change Network Roundtable
3:00-3:45 pm*
Kissam Multi-Purpose Room, C210
Thursday, September 29, 2016 3:00-4:00 pm
Kissam Multi-Purpose Room, C210
*Ending early today to allow for travel time to Fall Faculty Assembly
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• Welcome
• 3:00-3:10– SkyVU Project Updates
• 3:10-3:35– Meet the Experts:
The Chart of Accounts
• 3:35-3:45– Change Champions Updates: o What are you hearing?
o Open dialogue/ Outstanding questions
• 3:45– Wrap Up/ Close
Agenda
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Today
Team Training
FY16 FY17 FY18
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug
Config Workshops
Finance BP Mapping I Workshops
BPM 2 Workshops
BPM 3 Workshops
Change Network Planning
Transition Realization
SkyVU Timeline
Configure Config
Test1 Config Test 2
End User Training Prep
Build User Training
Deliver End User Training
Design Configuration Validation
Workgroups
Change Agents Kickoff Change Management Network Active Change Champions Kickoff
Conversion Mapping
Oracle
Applications
Cloud
Business
Process
Mapping
Change
Management
IDM & MDM
BI
Research
Facilities
Partner Review
IDM implementation
MDM - Person data (EPI replacement) implementation
Oracle Business Intelligence Suite (On-premise)
Additional Data Configuration
Conversion Extract, Load, Cleanse
Conversion Extract, Load
Config
Integration Inventory
Integration Testing Integration mapping
Evaluation and Replacement of University Research Systems (Coeus and PEER)
System Integration
Test
Config
User Validation
Payroll Parallel
Partner Review
HCM BP Mapping I Workshops
Partner Review
BPM 2 Workshops
Partner Review
Business Process Analysis
Facilities Evaluation
Today
Go-Live
(Phase I)
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Introductions &
Goals for Today’s
Roundtable
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Project Updates
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• Through our Business Partners and CHRP members, we are in final stages of the COA/Org. Structure transformation
• Expected benefits: Less maintenance, more flexibility, better reporting capabilities
COA/Org. Structure
• Assessment of chargeable services launched (Form 1180) Financial Processes
• In final stages of selecting eMarketplace vendor with substantial functionality improvements (e.g., real-time pricing)
• Note: Our vendors will not change! eMarketplace
Project Updates
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SkyVU project blog introduced
July 25, 2016 via MyVU posting.
First article is general welcome
and project overview.
Follow-up articles will have
substantive content and
personality profiles of leaders
involved in SkyVU project.
SkyVU project blog introduced
July 25, 2016 via MyVU posting.
First article is general welcome
and project overview.
Follow-up articles will have
substantive content and
personality profiles of leaders
involved in SkyVU project.
SkyVU project blog introduced
July 25, 2016 via MyVU posting.
First article is general welcome
and project overview.
Follow-up articles will have
substantive content and
personality profiles of leaders
involved in SkyVU project.
SkyVU project blog introduced
July 25, 2016 via MyVU posting.
First article is general welcome
and project overview.
Follow-up articles will have
substantive content and
personality profiles of leaders
involved in SkyVU project.
SkyVU project blog introduced
July 25, 2016 via MyVU posting.
First article is general welcome
and project overview.
Follow-up articles will have
substantive content and
personality profiles of leaders
involved in SkyVU project.
SkyVU Website Updates https://www.vanderbilt.edu/skyvu/
New areas of website dedicated
to training and resources
Resources for Change Network
added
Blog Post #2: Q&A with SkyVU
Director Nicole Oeser
Blog Post #3: Change Network
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SkyVU Website: Change Network
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Communicating with the SkyVU Team
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SkyVU Awareness Poster
• Three copies
today to each
Change
Champion
Electronic
• via Email
• Available on
website under
“Resources”
Change
Network
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Identify Change Agents with our
Change Champions & Business Partners
Coming Next
Roundtable:
Change Agents
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Campus Coordination
Change Champions
wide influence | enable change | actively engaged
Change Agents local influence | advocate change | direct feedback
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Meet the Experts:
The Chart of Accounts
Matthew McGlasson & Amanda Roberts
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Doing Business Better: Chart of Accounts
• Our COA will move from the rigid
two (2) number “linear approach”
to a more flexible “matrix”
approach.
• Less maintenance
• More Flexible
• Increased Simplicity
• Scalable
• More reporting capability
Fund Type
Position: 1
Division
23
Dept
456
Unique ID
7890
Acct. #
12345
Old COA
Entity
123
Net Asset
Class
45
Dept.
67890
Acct. #
1234
Activity
890
Program
567
Mandatory Fields Optional Fields
New COA
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Future Chart of Accounts will
have nine (9) distinct segments
Entity
Net Asset Class
Financial Unit
Account
Man
dato
ry
Program
Activity Op
tio
nal
InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
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School of
Medicine
Peabody
College
Human
Resources
Athletics &
Recreation
Future Chart of Accounts will
have nine (9) distinct segments
Indicates the unit that owns assets, liabilities and net assets Entity
Net Asset Class
Financial Unit
Account
Program
Activity
InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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General
Unrestricted
Sponsored
Contracts & Grants
Temporarily
Restricted Non-
Capital
Contributions
Future Chart of Accounts will
have nine (9) distinct segments
Entity
Indicates: (a) level of restriction for the related net assets (i.e., unrestricted, temporarily restricted or permanently restricted); and (b) use of the funds Net Asset Class
Financial Unit
Account
Program
Activity
InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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Health
Sciences
Education
Peabody:
Business
Affairs
Payroll
Football
Future Chart of Accounts will
have nine (9) distinct segments
Entity
Net Asset Class
Organizational area whose activities generate revenues and/or incur expenses Financial Unit
Account
Program
Activity
InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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Federal
Government
Awards
Salaries
Expense
Supplies
Expense
Repairs and
Maintenance
Expenses
Future Chart of Accounts will
have nine (9) distinct segments
Entity
Net Asset Class
Financial Unit
Type of assets, liabilities, net assets (i.e., equity), revenues, and/or expenses Account
Program
Activity
InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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Default
Program
Program
001
Program
002
Program
003
Future Chart of Accounts will
have nine (9) distinct segments
Entity
Net Asset Class
Financial Unit
Account
Areas can use this field to report upon a set of related activities that achieve an ongoing purpose or promote a specific objective Program
Activity
InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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Default
Activity Recruiting Compliance
Activity 001 Activity 002 Activity 003
Future Chart of Accounts will
have nine (9) distinct segments
Entity
Net Asset Class
Financial Unit
Account
Program
Areas can use this field to report upon a specific action or event related to one or more departments and/or programs Activity
InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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Assigned automatically by system
whenever a transaction occurs between
two or more “Entity” segment values.
Future Chart of Accounts will
have nine (9) distinct segments
Entity
Net Asset Class
Financial Unit
Account
Program
Activity
Assigned by the system when a transaction occurs between two or more Entities InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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Currently reserved for future use.
System automatically sets as zero.
Future Chart of Accounts will
have nine (9) distinct segments
Entity
Net Asset Class
Financial Unit
Account
Program
Activity
InterEntity
Reserved for future use Future 1
Reserved for future use Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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Summary of COA Segments
Indicates the unit that owns assets, liabilities and net assets
Indicates: (a) level of restriction for the related net assets (i.e., unrestricted, temporarily restricted or permanently restricted); and (b) use of the funds
Organizational area whose activities generate revenues and/or incur expenses
Type of assets, liabilities, net assets (i.e., equity), revenues, and/or expenses
Areas can use this field to report upon a set of related activities that achieve an ongoing purpose or promote a specific objective
Areas can use this field to report upon a specific action or event related to one or more departments and/or programs
Assigned by the system when a transaction occurs between two or more Entities
Reserved for future use
Reserved for future use
Entity
Net Asset Class
Financial Unit
Account
Program
Activity
InterEntity
Future 1
Future 2 Syst
em
-gen
era
ted
O
pti
on
al
Man
dato
ry
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201 – Academic Services
10 – General Unrestricted
05021 – Residential Colleges
6305 – Travel Expense
001 – Program 1 (Mental Health Initiative)
101 – Activity 101 (Fall Colloquium Series)
000 – Default
0 – Default
0 – Default
The Account Number for:
“travel for a speaker to
present at a conference
by Mental Health
Initiative Program as part
of its Fall Colloquium
Series”
COA Example
Entity
Net Asset Class
Financial Unit
Account
Program
Activity
InterEntity
Future 1
Future 2
COA Example
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Finance
HCM
Student
Aligning the Finance, HCM, and Student Structures
Enterprise
Division
Business
Unit
Work Unit
Vanderbilt University
Provost/Academic Affairs
College of Arts & Science
Chemistry (currently 120430)
Entity Net Asset
Class Account
College
Department (Academic Program)
Course
Class
Arts & Science
Chemistry
Chemistry 101 – Intro to Chem
Section 01
University Vanderbilt
Financial Unit
With respect to
Undergraduates
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Subledgers reduce detail in General Ledger
General
Ledger
Updated manually
or in batch
overnight
Receivables
Cash
Management
Assets
Project
Portfolio
Management Procurement
Payables
Expenses
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Projects Portfolio Management Five (5) Types of Projects Comprise PPM
Post-Award Grants Financial
Management
Grants
Temporary restricted gifts
will be tracked and
managed as projects with
summary information stored
in the GL
Gifts and Endowments
Each faculty member will
have one project funded by
the financial unit’s
discretionary funds
Faculty Funds
Capital projects include
Campus and Construction
Planning, VU Real Estate,
Plant Operations, and other
departmental capital
projects
Capital Projects
Each Core service center will
have one project to track its
financial operations.
Cores
Grants Gifts and
Endowments Faculty Funds
Capital
Projects Cores
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Sneak Peek at COA Training Video
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Questions
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Change Network
Report-Outs
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Change Champion Report-Outs
What are you hearing?
What meetings in your areas can we attend
to offer resources and answer questions?
Open dialogue & outstanding questions
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Roadshows • If you have any additional meetings, let us know
Next Steps
• SkyVU Engagement Survey closes 8/31
• Chance to win $50 gift card! Survey
• 3 hard copies today
• Electronic copy
• “Resources” tab of website
Flyers
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Questions
Next Change Network Roundtable
Thursday, Sept. 29, 2016 3:00-4:00 pm
Kissam Multi-Purpose Room, C210
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Upcoming SkyVU Roadshows
• Divinity School Staff: 8/29
• Owen Graduate School of Management Senior Staff: 9/6
• Provost Team Meeting: 9/7
• VUIT Infrastructure Leaders Meeting: 9/7
• VUSN Executive Committee: 9/12
• Law School Senior Leadership: 9/12
• University Staff Council: 9/13
• VUIT TMO PM Meeting: 9/15
• University Enrollment Affairs: 9/16