Charge from the Chancellor:

• Study national best practices, including private-sector principles, to optimize financial business processes and fiscal management

• Gather, from stakeholders across campus, transactional, advisory, analytical, and strategic fiscal management needs and/or concerns

• Identify resources supporting campus financial business processes and fiscal management, including, but not necessarily limited to, personnel and shadow systems

• Develop and present two to three new service delivery models and their pros and cons addressing the following goals:
  • Enhancing the efficiency, strategic effectiveness, and quality of financial/budget services
  • Ensuring a comprehensive strategy utilizing concepts such as enabling technology, shared services, process reengineering, process standardization, business process outsourcing, and change in organizational structure
  • Defining competitive positioning of services as it relates to skills and resources
  • Identifying the impact of a new service delivery model
  • Facilitating continuous improvement of core financial business processes and fiscal management

Study Group Members:

• Jean Kwaterski, Assistant to the Vice-Chancellor and Business Manager, Student Affairs
• Deborah Matulle, Interim Controller, Finance and Administration
• Sabina Schiessl, Director of Accounting, Foundation
• Nathan Stuart, Associate Professor, Department of Accounting, College of Business
• Lori Worm (facilitator), Associate Vice-Chancellor, Finance and Administration