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Agenda
Financial Unit Liaison Meeting

April 15, 2009
Johnson Rooms, Lurie Engineering Center, North Campus
Video of Entire Meeting

Welcome - Jan Eckert, MAIS (jeckert) - 5 minutes

Product Strategy for U-M Enterprise Systems Update - Cassandra Carson, MAIS (clcarson) - 20 minutes
     PowerPoint     Video

Business Objects Upgrade XI 3.1 - Mark Davis-Craig , MAIS (mad) -15 minutes
     PowerPoint     Video

PRISM Report Conversion Update  - Kate Strzempek, DRDA (kateocon) - 10 minutes

• RS02 Proposal Management
• Proposal States and Status

     PowerPoint      Proposal States/Status     Video

Update from the Financial CPU –Thom Madden, MAIS (thommad) - 15 minutes
      No PowerPoint     Video

U-M Travel and Expense System (Concur) Project -  Eric Kruse, Financial Operations (ekruse), and Thom Madden, MAIS (thommad) - 60 minutes

• Concur Basics
• Project Progress to Date
• Projected Project Timeline
• Unit Readiness & The Unit Liaisons

     PowerPoint     Video

Announcements and Wrap Up- Jan Eckert, MAIS (jeckert) - 5 minutes

• Predefined Reports Directory (Reports Library) moved to M-Reports on March 26
• Financial UL Meetings are held on the 3rd Wednesday of the month at 8:30-10:30 a.m.. Since we plan to meet on a regular basis as we prepare to rollout Concur, please record these 2009 meeting dates on your calendar: May 20, Jun 17, Jul 15, Aug 19, Sep 16, Oct 21, Nov 18, Dec 16
• Visit the UL InfoCenter to get all UL meeting dates and other UL-related information http://www.mais.umich.edu/project_infocenter/ul_info_center.php
• Please complete the online meeting evaluation survey for today’s Financial UL Meeting that you’ll receive via e-mail today. Your feedback is important to us
• Notify Jan Eckert about any UL changes for your unit.