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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

  New Financial Unit Liaisons:

Marcella Brighton, Ford School of Public Policy
Lori Maddix de Hernandez, SNRE
Mark Bealafeld, Office of Student Publications

  New Concur Liaisons:
    Christine Eccleston, SOI; Dawn Coy, Pharmacy; Janet Baugh, Rackham; JoAnn Marcoux, SSW; Laura Hurtado Ferrer, VP & Sec of the Univ; Mehjabeen Moulvi, ICLE; Nancy Martin, ITCS; Pat McClanahan OBP; Sandy Patton, TCAUP; Deb Witfoth, VP for Student Affairs

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

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

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

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
  • 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.