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Financial Management and Business Intelligence Tools Roundtable
Speakers: Melissa Miller, Gina Taberski & Shawn Winkelman
Developing and maintaining systems to manage financial information and to support informed decision making is a constant challenge for administration in federally funded environments. How do we make informed decisions in determining resource allocations, anticipate opportunities and challenges, and maintain the programmatic and financial health of our organizations?
Participants at the prior two conferences shared information about specific organizational financial tools and reporting systems. We explored challenges in implementing new tools and systems. We identified best practices and discussed alternative approaches to meet organizational requirements.
Since 2008, UCAR has purchased and begun planning the implementation of two new data management systems to provide our users with a state-of-the-art financial management tool and to meet pre- and post-award tracking and management requirements. In addition we have upgraded our core financial system to a web-enabled version and have implemented new functionality.
In this year’s session, we plan to:
- Share product functionality and experiences
- Review “case studies” shared by roundtable participants
- Gisele Holden, NSF Project Manager, will present details on the National Science Foundation's iTrack project, which is a Foundation-wide strategic initiative to transition NSF from the aging financial and property support systems to a consolidated, fully integrated solution that will facilitate efficiencies in supporting the NSF mission.
- The UCAR FinTools project team will provide an update on their progress in implementing new Corporate Performance Management, Proposal & Awards, Business Intelligence, Electronic Travel, and Electronic Purchasing systems.
- Continue to explore the challenges in implementing new tools and systems
- Explore effective tactics to identify and deal with the elements of change that are unspoken or hard to talk about
- Identify best practices
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