Enhancing Reporting
Chancellor Minor formed the Budget Reporting Workgroup in Spring 2024 to focus expressly on SIUE budget reporting processes and data infrastructure. The Workgroup was tasked with developing an implementation plan for anticipated changes to SIUE’s budget reporting processes using the report and recommendations provided by Wesley Peachtree Group (WPG) along with other data sources to address two critically important questions:
- What are the short-term changes that, if implemented immediately, would significantly improve budget reporting across the University and;
- What are the recommendations for a longer-term migration to a best-in-class budget reporting system for the University.
Anticipated outcomes from this workgroup include creating a budget reporting environment that supports real-time budget data analysis, improves efficiency and decision-making at all levels of the University and, makes common, reliable and timely budget data a reality University-wide. Recommendations for budget reporting system improvements and budget policies will be presented to Chancellor Minor and Chancellor’s Council.
Approved Responses to Wesley Peachtree Group (WPG) Recommendations
- 5, 16c, and 17 [pdf]
- 5 - separate budget for certain activities
- 16c - consolidation of budget managers in Academic Affairs
- 17 - consider adopting a new budget model
- 11, 18, and 33 [pdf]
- 11 - lapsed salary dollars
- 18 - budget transfers/including recurring transfers into units’ base budgets
- 33 - reinstitute fee review
- 2, 16abd, and 28 [pdf]
- 2 - budget officers meetings
- 16abd - budget process decentralized and engulfed in bottlenecks to retrieve data
- 28 - dashboards for executive leadership and operational unit leaders
- 9b, 30ab, 39ab [pdf]
- 9b - AIS user access rights
- 30ab - AIS platform does not provide dynamic reporting capability
- 39ab - ERP platform is disjointed
- 7ab, 19, 38ab [pdf]
- 7ab - incorporate all funds in financial analysis and periodic reporting of the University wide budget and financial performance
- 19 - budget forecasting
- 38ab - frequency of budget forecast analysis
Committee Members
- Rich Hampton, co-chair, Finance and Administration
- Jonathan Pettibone, co-chair, Academic Affairs
- Anne DeToye, Budget Office
- Katie Eilers, Office of Research and Projects
- Paula Garcia, Student Affairs
- Ray Karasek, Academic Affairs
- Patty Kloostra, Administrative Accounting
- Dan McIver, Athletics
- James Schram, Academic Affairs
- Jenell Wright, University Advancement
