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COGNOS Upgrade to 10.1 Project Financial Area Representatives January 18, 2012

COGNOS Upgrade to 10.1 Project Financial Area Representatives January 18, 2012. Upgrade Project Scope. Move off of “buggy” v 8.3 to 10.1 Leverage product improvements Stabilize the reporting system Simplify monthly maintenance Improve monthly report package & consolidate with SOA

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COGNOS Upgrade to 10.1 Project Financial Area Representatives January 18, 2012

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  1. COGNOSUpgrade to 10.1 ProjectFinancial Area RepresentativesJanuary 18, 2012

  2. Upgrade Project Scope • Move off of “buggy” v 8.3 to 10.1 • Leverage product improvements • Stabilize the reporting system • Simplify monthly maintenance • Improve monthly report package & consolidate with SOA • Free up resources towards PeopleSoft

  3. New Features • Monthly reports will be written to folders:

  4. Report Distribution • Email will provide a hyperlink to network drive folders • Recipient will see all folders he/she has security access to • Folders will contain 2 months only – current month & prior month

  5. Report Distribution • Account administrators cannot opt out of receiving monthly emails - for compliance & subcertification purposes. • Changes to recipients are made through existing forms & business processes: • SOA delegates - DEFINE Departmental User Access Form (Section IV.) • Account Administrators – Unit and Account Request Form

  6. Report Changes & Enhancements • Overall – improved formatting • SOA Detail • Data more sortable & manipulative • Transactional level details • SOA Summary by Budget Group • New report to replace monthly detail • Provides balances at a budget group level

  7. Report Changes & Enhancements • SOA Summary by Budget Group & Subaccount • Balances at budget group & subaccount levels • Slight changes with presentation of adjusted budget

  8. Report Changes & Enhancements • SOA Reconciliation Worksheet – will completely change to improve usability • More concise worksheet for certification by administrators • Worksheet will provide balances at budget group level, not subaccount • One page wide • Adds a worksheet with monthly income & expenses of PY & CY

  9. Report Changes & Enhancements New Report: 12 Month Revenue & Expenditures: • Month to month revenues by budget group by subaccount • Month to month expenditures by budget group by subaccount • Use for projections, planning & to detect unusual patterns

  10. System Improvements • Framework Model • Time to Run Reports • Simplicity of Approach • Ease of Maintenance • Folder Structure

  11. Next Steps • Completion of: • Framework data model • Monthly report package • Distribution model including testing & setup of network connections: • Pilot group will receive test email to verify folder access • Roll out for February month end reports

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