1. UW System Shared Services – Framework and Strategy
Business and Finance Committee
August 23, 2018

2. CORE Vigorously pursue transparent, efficient, and effective
operational practices

3. Examples of Shared Services in Higher Education
Finance
Information Technology
Human Resources
Procurement
Payroll
Initiating payroll events
Managing tax withholding
Managing compensation changes
Correcting errors

4. Roles Focus on Strategic Direction
Vision
Strategy
Planning
Policy
Risk
Compliance
Focus on Scalable Operational Services
Identification
Design
Development
Implementation
Assessment & Continuous Improvement

6. Setting Service Priorities
Follow our strategy
Standardize processes
Reduce or eliminate duplication
Pursue return-on-investment
Shorter timelines
Sharper accuracy
Tighter controls & security
Reduced expense
Scale effectively
Respond to priorities, needs, and opportunities

7. Information Technology Service Examples
Information security services
Account and identity management
Back up & disaster recovery
Hosting (websites, applications, servers, data center)
Network management (firewalls, routers, wireless)
Messaging & collaboration
Learning technologies
Application management

8. Human Resources Service Examples
Investigative services (incidents, complaints)
Criminal backgrounds (checks, interpretations)
Benefits management (orientation, enrollment, eligibility, changes)
Payroll management (time, leave, FMLA, tax, approvals)
Workforce training (supervisory, safety, ethics)
Process redesign analysis
Change management services
Recruitment services
Employment relations

9. Procurement Service Examples
Purchasing card program (approval, cancellation, limits)
Vehicles
Procurement training
Proposal and bid management
Contract administration
Strategic sourcing
Vendor management & support

10. Process & Timeline
Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun ‘19 Initialize Plan & Analyze Design Implement Continuously Improve & Assess 1 2 3 4 5

11. Other Work Underway Communicate UWSA current state review
Customer Council
Financial models
Key management positions
Client service & satisfaction framework
Initial services & design

12. UW System Shared Services – Framework and Strategy
Business and Finance Committee
August 23, 2018