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 [...]

By |2019-09-11T10:02:48+00:00March 13th, 2015|Higher Education|

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 [...]

By |2019-09-11T10:03:02+00:00March 13th, 2015|Higher Education|

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 [...]

By |2019-09-11T10:03:17+00:00March 12th, 2015|Higher Education|

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 [...]

By |2019-09-11T10:03:19+00:00March 12th, 2015|Higher Education|

Security Matters

While many aspects of PeopleSoft security have not really changed much since I was first introduced to the product as a university student worker, there have actually been a lot of changes over the past 19 years, especially with Campus Solutions. From my early days as a student worker as [...]

By |2019-09-11T10:03:22+00:00March 12th, 2015|Higher Education|

A New Manager Self-Service Model for Academic Healthcare at UTMB Health

UTMB Health implemented Oracle’s PeopleSoft HCM version 8.9 in 2005 with limited Manager Self-Service (MSS) rolled out using the legacy design and delivered routing capability. It proved difficult to maintain and update, and somewhat inflexible to meet the changing business needs. Gaps in delivered MSS (such as new position request) [...]

By |2019-09-11T10:07:26+00:00February 26th, 2014|Healthcare, Higher Education|

Grant Reconciliation Made Easy

Grants are “special”  – we all know that! In order for us to do our daily and monthly processes we cross bridges from Grants to Project Costing, Contracts, Billing, and Accounts Receivable before finally landing in General Ledger. In a perfect world the transactions you started with are the same [...]

By |2019-09-11T10:08:42+00:00February 17th, 2014|Higher Education|

Automating Recurring Payments: Streamlining Procure-to-Pay and Reducing Redundancy at KCTCS

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 recurring payments by utilizing some of the new [...]

By |2019-09-11T10:09:15+00:00February 13th, 2014|Higher Education|