Onboarding: The Problem & A Solution 

Presenters:

Karen Ebert, Washington State Board for Community and Technical Colleges

Kari Twogood, Washington State Board for Community and Technical Colleges

This presentation will take a look at the needs of new staff and how best to onboard for the benefit of the staff member, the office, and the entire functional system. This session will primarily focus on Finance however, the onboarding solution can be applied to other pillar areas such as HCM, Student Financials, Financial Aid, and Core.  

1 - Identifying the problem and the need for onboarding staff.  

2 - Benefits of a comprehensive onboarding program.  

3 - Overview presentation and demonstration of the applied solution by the Washington State Board of Community and Technical Colleges.  

4 - Q&A Discussion.

DePaul University's Reporting Journey

Presenter: Kevin Achettu, DePaul University

Join us as we walk through DePaul University's Reporting Journey. From where we started pre-Oracle Cloud (2019), to where we found ourselves immediate after implementation (2021), all the way through to today.   Attendees will get a sense of common post-implementation reporting concerns, as well as the challenges we faced as we implemented our new tools. We will outline how a change in approach, and a focus on engagement and change management, helped us build more effectively. In addition to discussing technical aspects of how data models were set up and supplemented, we will also examine how reports were written to present disparate data sources side by side in an intuitive, effective, and contemporary way.   DePaul implemented Fusion Data Intelligence (FDI), paired with an expansion of Enterprise Performance Management (EPM), but the session will be relevant to users of any Reporting and Planning tool - especially those that are working towards, or just finished, a cloud implementation.  

This session will guide you through what was initially seen as a step backwards in reporting, all the way through to delivery of a dynamic, intuitive, and informative reporting suite that fits a modern cloud ecosystem.   DePaul first presented on this topic at Alliance 2023 (St. Louis). At that time, the focus was budgetary control reporting. Since then, DePaul has enhanced its budgetary control reports with additional ERP sub-ledger detail and added new reports that present Projections (from our Planning module), Grant Activity (from PPM), Proposed Budget (from our Budget Planning tool), HCM reporting, and Enrollment data (from Student Financials).  

Systems: Oracle Fusion ERP, HCM, EPM, FDI (Fusion Data Intelligence, formerly known as Fusion Analytics Warehouse) PeopleSoft Student Financials

Unlock Efficiency: Transform Complex Processes with Activity Guides for Closing an Award!

Presenter: Rongkun Zhao, Princeton University

Join us for an engaging session on leveraging Activity Guide Composer to simplify complex processes.  

We’ll cover:  

--  Contextual Data: Enhance your AG with additional context.  

--  Key Fields and Security: Design key fields, security settings, and assign roles.  

--  Navigation and Steps: Sequence steps and create navigation toolbars using AG Category.  

--  Role Assignment: Assign appropriate roles to each step in the AG composer template.  

Whether you’re new to Activity Guide Composer or looking to deepen your knowledge, this session offers practical tips to streamline your processes without needing IT support.

Birds of a Feather: Financial Systems

Presenter: Adam Bowling, University of Colorado Denver/Anschutz Medical Campus