Simpler Systems Reporting Pilot Financial Reporting The Simpler

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Simpler Systems Reporting Pilot

Simpler Systems Reporting Pilot

Financial Reporting • The Simpler Systems pilot evaluation is being conducted to improve financial

Financial Reporting • The Simpler Systems pilot evaluation is being conducted to improve financial data reporting on campus. • Creating new mechanisms for University-wide financial reporting was a key recommendation made by Vice President Ryan Nesbit’s transition team this past year. • During this pilot phase, we are exploring ways to meet this urgent campus need. • The system is intended for a variety of users, including deans, directors, faculty, business office, etc. • Based on a recommendation from the Business Services Advisory Group (BSAG) to improve access to data and “all sides” of a transaction, data access through Simpler is not restricted by department/unit.

Data • Data includes fiscal year 2014 and 2015 • 2015 data is updated

Data • Data includes fiscal year 2014 and 2015 • 2015 data is updated nightly • The pilot is not intended to cover all areas of financial data, and includes: • • Financial summaries Accounting transactions Campus mail Payroll transactions • Additional data elements may be added during the pilot phase

Pilot Evaluation • The pilot will run through June to allow sufficient time for

Pilot Evaluation • The pilot will run through June to allow sufficient time for testing the Simpler Systems reporting portal (http: //simplerpilot. uga. edu) • We encourage participants to engage in testing the software and providing our team with your feedback. • We also encourage you to share this information with your colleagues and get their feedback on the tool. • Questions can be directed to Sharon Thelen at [email protected] edu

Feedback • Enhancements to the portal will be made based on your feedback so

Feedback • Enhancements to the portal will be made based on your feedback so we encourage you to think about the full extent of your reporting needs. • The Simpler tool is being evaluated as a potential replacement for existing systems such as ARROW reporting and other reporting which may currently be provided through the mainframe or QMF. • Information gathered from the pilot will also inform our future reporting tools and needs. • A survey will be made available in May and again in late June to receive your feedback.