1. Financial Affairs Training Webpage Redesign
FAR Meeting
January 24, 2018
Javier Martinez, Senior Director of Financial Information Systems
Office of Financial Affairs
(utsa.edu/financialaffairs)

2. Project Overview Purpose
Build a centralized, user-friendly repository of training material for those using Financial Affairs business processes. Seven Financial Affairs departments have training materials.
Goal
Create awareness of training materials
Direct web user with intuitive layout and minimal navigation
Timeline
November 2017 through January 2018
Status
On schedule
Office of Financial Affairs

3. Project Objectives Improve User Interface and Experience
Organize training materials in logical and intuitive format to ease end-user experience
Provide easier and minimal click paths to training materials
Increase number of customers using website for assistance with Financial Affairs services
Integrate Feedback From Financial Affair’s User Group
Review and Update Content
Create consistent structure for course information
Review job aids and other resources; will update as needed
Office of Financial Affairs

4. Focus Group
Selected 16 volunteers from the Financial Affairs User Group to participate in a focus group.
Focus Group
There were 68 questions on specific design or usage.
We reviewed six training home page designs; received 75 suggestions.
Reviewed five presentation designs of training materials; received 61 suggestions
Office of Financial Affairs

5. Next Steps Implement focus group suggestions in a coherent approach
Finalize content and identify the appropriate training resources
Go live date: February 5
Current Financial Affairs Training webpage: utsa.edu/financialaffairs/training.html
Office of Financial Affairs

6. Office of Financial Affairs
QUESTIONS
Office of Financial Affairs
Purchasing and Distribution Services

7. Your partner for successful solutions
Thank you!
Your partner for successful solutions
Office of Financial Affairs