UNC FIT Business Process Improvements UNC Financial Systems Conference April 16, 2012.

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Presentation transcript:

UNC FIT Business Process Improvements UNC Financial Systems Conference April 16, 2012

Page 2 BACKGROUND AND PURPOSE Gwen Canady UNC FIT Project Management Officer UNC FIT: Business Process Improvements

Page 3 UNC FIT: Business Process Improvements Business Process Improvements: UNC FIT Approach ► Risk Assessment ► Business Process Standards ► Key Performance Metrics

Page 4 UNC FIT: Business Process Improvements ► Internal Control Assessments ► Compliance and Monitoring ► Collaboration with OSC and OSA

Page CAMPUS MONITORING VISITS UNC FIT: Business Process Improvements Lynne Sanders Associate Vice President for Finance Cliff Flood Capital Assets Process Lead Autumn Carpenter Student Accounts Process Lead

Page 6 UNC FIT: Business Process Improvements Existing Process Areas ► General Accounting ► Contracts & Grants ► Financial Aid New Process Areas ► Capital Assets ► Student Accounts

Page 7 UNC FIT: Business Process Improvements Summary of Observations – General Accounting ► General Observations and Issues Identified ► KPI Reporting

Page 8 UNC FIT: Business Process Improvements Summary of Observations – Contracts and Grants ► General Observations and Issues Identified ► KPI Reporting

Page 9 UNC FIT: Business Process Improvements Summary of Observations – Financial Aid ► General Observations and Issues Identified ► KPI Reporting

Page 10 UNC FIT: Business Process Improvements Summary of Observations – Capital Assets ► General Observations ► Issues Identified ► KPI Reporting ► New Initiatives

Page 11 UNC FIT: Business Process Improvements Summary of Observations – Student Accounts ► General Observations ► Issues Identified  Interest and late payment penalties  Student and Parent Plus Borrower authorization procedures  Banner and People Soft access reviews.  Statement of Public Support ► KPI reporting ► Student Accounts FIT team follow up items  Examples: Collections to AG’s office, SEDCA- OSBM File Transfer

Page 12 UNC FIT: Business Process Improvements Opportunities Identified for System-Wide Improvements ► Partnership with Attorney General’s Office Portal / Integration Efficiencies Consistency of Collection Referrals ► Partnership with Office of State Budget and Management Set-off Debt Policy & File Sharing ► Partnership with Office of State Auditor Fully Depreciated Assets Guidance ► UNC Tax Guidance ► Other Possibilities

Page 13 QUESTIONS UNC FIT: Business Process Improvements

Page 14 Gwen Canady UNC FIT Project Management Officer Lynne Sanders Associate Vice President for Finance Cliff Flood Capital Assets Process Lead Autumn Carpenter Student Accounts Process Lead Contact Information