1. Sponsored by: UNCW Shared Services Steering Committee March 5, 2014 and March 14, 2014 Rev: H UNCW SHARED SERVICES WORKSHOPS

2. OverviewCharlie Maimone Chair Steering Committee Data Collection and Review JoAnn McDowell Chair HR Workgroup Workshop Exercise Steering Committee Workshop Agenda

3. “The transition we are making will not be easy. As we face a future of increasingly limited resources and even higher accountability for our operational efficiency, it is a challenge we must meet together, capturing ideas from all who are responsible for UNCW's continued excellence. We must collaborate as a campus, not simply within our own units or divisions, to put us in a greater position to capitalize on existing resources.” Gary L. Miller UNCW Shared Services

4. Steering Committee Charlie Maimone Vice Chancellor for Business Affairs Steve McFarland Vice Provost & Senior Associate; Vice Chancellor for Academic Affairs Larry Clark Dean, Cameron School of Business Sharon Boyd Associate Vice Chancellor for Business Affairs Brian Victor Associate Vice Chancellor for Student Affairs David Glew Department Chair, Management Cameron School of Business

5. Charge to Workgroups Steering Committee Human Resources Management Report Writing Services CHARGE: Recommend an organizational model that maintains or improves on our quality of services while saving time and/or money for the university Budget Management

6. Work Groups BUDGETHRREPORT WRITING Data Gathering Major Processes This is what you told us Need automated workflows Subject matter experts Less paper Reduce redundancy Remove functions from employees who seldom preform them HR functions widely distributed Compress & redistribute work by subject matter experts Increase use of technology Grouping of reports with subject matter experts Standardization Reduce inventory by service type not departmental division

7. Unified Budget Committee Review-Report Writing Endorse the Report Writing Shared Services as a project worth investigation More analysis to determine the number of individuals needed

8. University Budget Committee Members Denise Battles, co-chair Provost and Vice Chancellor for Academic Affairs Charlie Maimone, co-chair Vice Chancellor for Business Affairs Maree de Angury, University AdvancementJerry Brooke, Budget Office Patricia Fox, Research ServicesMark Galizio, Psychology Ann Glossl, Student AffairsMark Lanier, Chancellor's Office Cindy Hucks, Budget OfficeMahnaz Moallem, Instructional Technology, Foundations, and Secondary Education Lori Messinger, School of Social WorkCynthia Retchin, Business Affairs Joe Pawlik, Biology and Marine BiologySarah Schaeffer, Budget Office Bob Russell, Budget OfficeTrini Marinello (student) Rick Whitfield, Business Affairs

9. Report Writing Steering Committee The Report Center design should include employee input Provide the following enhancements to reporting… CHARGE: Plan the Implementation of a single Shared Services Reporting Center, inclusive of reporting infrastructure

10. Report Writing Steering Committee Cont’d Improve data report integrity, availability and flexibility Increase data report writing productivity Reduce fragmentation of work associated with data report writing Eliminate duplicate data tracking and reporting Reduce the time required for accurate data report development Include measurable outcomes

11. Unified Budget Committee Review- Budget & HR Recommend both the Budget Management and HR Shared Services Reports for further review Recommended a blended HR & Budget work group Identified several areas for further attention and analysis

12. Steering Committee HR/Budget CHARGE: Appoint a blended work team to consolidate the Budget and HR recommendations.

13. Shared Services Website http://uncw.edu/sharedsvc/ Stay up to date on Shared Services at UNCW Please feel free to contact Charlie Maimone directly at vcba@uncw.edu

14. Shared Services at a More Detailed Level JoAnn McDowell Interim Assoc. Vice Chancellor for HR

15. Recommend an organizational model that maintains or improves on our quality of services while saving time and/or money for the university The Organizational Charge

16. Process Steps Held 3 in-person data collection sessions with 300 staff: – To understand distribution of administrative work among 6 career bands – To gather feedback for improved work processes Subject matter experts “mapped” 7 key HR processes – Identified inefficiencies and developed optimal process flow recommendations

17. Processes Examined-HR EPA Staffing SPA Staffing Temporary Employment Classification Supplemental Pay Salary Administration Onboarding * Mapping process included input from over 30 customers/suppliers of HR services

18. Processes Examined-Budget Cost Shares SCRI Flexes Activity Codes Position Control Special Projects Year End

19. Here is What You Reported

21. Distribution of Work (1) Self Reported Data

22. Distribution of Work (2)

23. Here is What You Said “...Admins across campus currently have some of the same basic tasks which would be more effectively and accurately performed if done centrally.”

24. Here is What You Said “There are folks doing similar tasks and none of them are experts. Sometimes it seems more time is spent locating the latest processes (and possibly never finding them)…”

25. Visually……… Self Reported Data

26. Current Staffing Self Reported Data

27. Summary of Findings (1) Data collection: – Work tasks fragmented among 300 individuals – Work processes inefficient and inconsistent – Huge inefficiencies due to central offices interaction with 300 +/- individuals

28. Summary of Findings (2) Data collection (con’t): – Limited Individuals with complete process knowledge – Process implementation not standardized

29. Summary of Findings (3) Process mapping: – Lack of automation – redundant and error prone procedures – Time consuming loops exist – Task fragmentation – Inconsistent process implementation – Excellent customer service is difficult

30. Next Steps Designing for Success

31. Group1 Identify strategies to ensure open communication and provide all employees with input and feedback opportunities.

32. Group 2 Identify strategies to evaluate baseline knowledge and expertise needed by employees and subject matter experts.

33. Group 3 Identify strategies to ensure excellent customer service and accountability of service providers.

34. Group 4 Identify strategies to maintain flexibility, performance, workload management and student services for departments; ensuring work is distributed fairly throughout the university.

35. All Groups Identify strategies for how we can help your colleagues feel more comfortable and better understand the Shared Services design process.

36. Please Provide Top 3-5 Strategies Remember: We are asking for STRATEGIES not solutions!

37. What are the Dots For? Select best strategies Can distribute dots any way you choose

38. Shared Services Workshop Sponsored by: UNCW Shared Services Steering Committee March 2014 Rev: H