© 2008 The Curators of the University of Missouri1 Shared Services Project Update UMSL Fiscal Officers Meeting St. Louis, Missouri May 27, 2010 Lawrence W. Westermeyer Director, Institutional Research University of Missouri - St. Louis

© 2008 The Curators of the University of Missouri2 Overview  Background  Purpose  Organization  Project Schedule  Campus-Specific Activities  Questions and Answers

© 2008 The Curators of the University of Missouri3 Background Discussions started January 2009 RFP issued October 2009 Contract awarded April 2010 Project started April 2010

© 2008 The Curators of the University of Missouri4 Purpose Consolidate similar activities to: Reduce inefficiencies Reduce duplicative costs Improve customer service Deal with the new economic reality

© 2008 The Curators of the University of Missouri5 Organization Executive sponsor Steering committee Project manager Location coordinators Functional coordinators Data collectors

© 2008 The Curators of the University of Missouri6 Project Schedule May 6-10 – training May 10-June 25 – data collection July 5-9 – internal data validation July external data validation July – resolve data discrepancies July 26 – data declared final August 20 – presentation to executives

© 2008 The Curators of the University of Missouri7 Campus-Specific Activities May 25 – Finance functional work session Working on Human Resources and Information Technology sessions June 3 – FTE worksheet completion session Should functional question completion sessions be scheduled? Other suggestions

© 2008 The Curators of the University of Missouri8 Campus-Specific Activities Please send copies of the FTE worksheets Functional leads will review allocations Will initiate dialog if necessary Trying to minimize last-minute crush Functional leads will analyze answers to process questions

Questions and Answers Hackett web portal Access issues FTE worksheet questions UM data collectors site Access issues Content questions © 2008 The Curators of the University of Missouri9

Questions and Answers Project web site: Project address: © 2008 The Curators of the University of Missouri10

© 2008 The Curators of the University of Missouri11 Shared Services Update Lawrence W. Westermeyer Director, Institutional Research University of Missouri - St. Louis