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Where do I stand with My Budget? Lessons from KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their budget reporting process. These improvements included the development and distribution of a weekly report for those responsible for the budget.

Utilizing Connected Query and BI Publisher, we have developed several reports to support budget users in managing their budgets. Many ad-hoc reports to manage the overall college budgets had already been developed for the business officers who use PeopleSoft on a regular basis. But what was really needed, was the ability to email reports to the non-PeopleSoft users who were in charge of the budgets. Read more

Homemade Budget Development: Creating a Customized Budget Module at KCTCS

I have been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their annual budget planning process. These improvements include the development of a custom budget module within PeopleSoft Financials. With the upgrade to PeopleSoft Financials 9.2 and PeopleTools 8.53, we continue to improve upon the budget planning process—now is in its 3rd year of being utilized by the colleges. Read more

Before, During, and After the Upgrade to PeopleSoft Financials 9.2: What We Learned at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on their PeopleSoft Financials upgrade from 9.1 to 9.2. This upgrade brought a great many new features which KCTCS wanted to take advantage of immediately.

With the upgrade to PeopleSoft Financials 9.2, KCTCS was able to eliminate several customizations and improve their efficiencies. Read more

Implementing GL Journal Workflow at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their journal entry process. These improvements include streamlining their entry process and reducing redundancy.

With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the entry of journals by utilizing several of the new delivered functionality. This included the new approval framework for workflow and the attachment feature for journals. Read more

Reporting Vendor Diversity Information

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on their Supplier Diversity Initiative. Our overall goal is to ensure that KCTCS meets their 2010-2016 Strategic Plan goals to “reflect the diversity of the students and employees of our 16 colleges and the citizens of the Commonwealth of Kentucky”.

The overall goal was to report to the colleges their overall spend with diverse vendors. The report categories included: African American, Asian, Hispanic, Native American, Other, Woman Owned, Physically Disabled, and Veteran. Our challenge was the fact that the majority of the spend was with the Procurement Card which was not stored in PeopleSoft.   Read more

Decentralizing Your Accounts Payable

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and reducing redundancy.

With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the entry of invoices by utilizing several of the new delivered functionality. This included the new approval framework for workflow and the attachment feature for vouchers. Read more

Ushering In a New Era of Procure-to-Pay Efficiency

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements ensure requisitions are sourced to purchase orders, purchase orders are dispatched, and invoices are vouchered without delay and with greater efficiency.

Utilizing Connected Query and XML Publisher, we have developed several reports to support users in identifying various issues that previously slipped through the cracks until year-end creating a lot of work.Before we created these reports, requestors and buyers had to rely on individual queries and remember to run those queries regularly. Read more

Healthcare Back-Office Best Practices to Hard ROI

With the recent focus on maintaining adequate healthcare coverage, the declining nurse workforce, and the need for cost containment, hospitals have been challenged, once again, to do more with less. So we are back to “best practices” and “business optimization” that is enabled by the leading technologies. Read more