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UGA/EITS Finance and Business Services Briefing Management Advisory Board April 15, 2008

UGA/EITS Finance and Business Services Briefing Management Advisory Board

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UGA/EITS Finance and Business Services Briefing Management Advisory Board. April 15, 2008. Briefing Goals. UGA IT Funding Needs Accounting Challenge EITS Financial/Operational History Aligning Business Needs Finance and Business Services (FBS) Observations Collaboration Next Steps. - PowerPoint PPT Presentation

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Page 1: UGA/EITS  Finance and Business Services Briefing Management Advisory Board

UGA/EITS Finance and Business Services

BriefingManagement Advisory Board

April 15, 2008

Page 2: UGA/EITS  Finance and Business Services Briefing Management Advisory Board

Briefing Goals

• UGA – IT Funding Needs– Accounting Challenge

• EITS– Financial/Operational History– Aligning Business Needs

• Finance and Business Services (FBS)– Observations– Collaboration

• Next Steps

Page 3: UGA/EITS  Finance and Business Services Briefing Management Advisory Board

UGA

• IT Funding Needs/Models– 8 Strategic Core Areas (includes 60+ Services) – Compact Planning– Connectivity– Research Computing Center– Student Technology Fee– Important Efforts (e.g. Central Hosting, Student System)– CITP/ASG/MSD/Tech Services

• Comprehensive Sustainable Funding Model

Page 4: UGA/EITS  Finance and Business Services Briefing Management Advisory Board

UGA (continued)

• Accounting Challenges– Concerns: UGA Expenditure Profile vs. Peers/Aspirants– National Association of College & University Business Officers

• NACUBO is the business managers’ EDUCAUSE• Evolution of IT expense tracking

– Chris Miller/Chad Cleveland - FY08 College/Unit visits – EITS Impact

• IT can now be more than Academic, Institutional or Student Support• New: Instruction, Operation & Maintenance of Plant, and Research• Revised/Additional Accounts needed to place expenses in these

standardized functions (purpose).

Page 5: UGA/EITS  Finance and Business Services Briefing Management Advisory Board

EITS

• Financial/Operational History– 55 different accounts/7 department codes: organizational logic?– Various decentralized, pre-merge, post-merge accounts– Centralized Projects Budgeting Model (GT013)– Other centrally controlled accounts (e.g. STF)– Small, formulaic, divisional operating budgets

• Aligning Business Needs – Management and budgets should align Service goals. – Operational budgets should support Service goals.– Accounts should serve to classify EITS business areas– Accounts should meet UGA planning and reporting requirements

Page 6: UGA/EITS  Finance and Business Services Briefing Management Advisory Board

Finance and Business Services (FBS)

• Observations– Significant changes over time (systems, staffing, volume)– Many parallels to IT evolution (merge, centralization, cost

recovery services expansion)– UGA central offices limitations– Need Ownership of Processes (Purchasing, HR, Accounting,

Maintenance Renewals, Billing, etc.) – Evolving staffing and service delivery model needed

• Collaboration– Must involve FBS clients– Shared Responsibility and Cooperation– Meet competing priorities together

Page 7: UGA/EITS  Finance and Business Services Briefing Management Advisory Board

Next Steps

• Account Restructuring– Blend needs of EITS history, EITS management, UGA/NACUBO – Work with Directors/Senior Leadership to meet their needs going

forward.– Continue to use Projects and Cost Centers for “internal”

accounting; expand to include Services

• FBS Service Delivery– Align staff with processes (leverage Six Sigma tools)– Engage EITS customers (Directors, MAB, SAB, etc.)– Use ITP&DS to facilitate and document

• Sustainable Funding Model– Distill EITS “Services” to a manageable level for costing– Begin to move from Project funding to Services funding– Develop options for UGA consideration

Page 8: UGA/EITS  Finance and Business Services Briefing Management Advisory Board

Wrap-up

Briefing Goals met?• UGA

– IT Funding Needs

– Accounting Challenge

• EITS

– Financial/Operational History

– Aligning Business Needs

• Finance and Business Services (FBS)

– Observations

– Collaboration

• Next Steps

Questions?