Goals
Increased emphasis on analysis & review of University payment information to identify opportunities of improvement, accuracy, and compliance to applicable policies. Develop a strong disbursement control environment which leverages system functionality to ensure efficient, secure and timely processing. Increase collaboration with upstream parties in transaction processing to attain efficiency.
Service Excellence
- Commitment to reviewing processes to ensure steps are ‘value adding’ for our customers and stake holders.
- Commitment to customer service level standards, such as turn around times, with measurements to ensure performance.
Work Smarter
- Review and adopt end to end best practices in procurement, accounts payable, and disbursement business processes aligned with use of Peoplesoft.
- Vendor maintenance, 1099 reporting efficiencies, and batch control processes.
- Find transaction processing efficiencies to allow for more time to focus on the adherence and compliance with federal, state and other regulatory requirements:
- Fringe Benefit reporting
- Sales and use tax compliance
- Timely reconciliation and resolution of SCO claims
- Fund verification
Team Building
- Increased collaboration with internal and external department team members.
- Shift to team collaboration centered around transaction type, and less by alphabet.
- Periodic meeting to open for feedback, ideas, and team brainstorming.
- Make use of resources such as Operation’s training and facilitation of team building.
Professional Development
- Increased training opportunities to invest in our staff’s development and knowledge of University topics
- Understanding the ‘what’ and ‘why’s of CSU fund type usages
- Understanding budget impact of our processes
- Understanding of chartfield uses and importance