Your Ideas Matter
Jayhawks Elevate is successful because of you. Your ideas make us better. Below are some examples of processes being improved by your peer's ideas. Check out changes being made. Perhaps you have an idea to submit too!
P-Card Application Improvements
The existing PDF form process for applying and getting a P-Card for KU or KUCR required employees to fill in the document, sign it and then collect supervisor signatures before scanning and emailing to P-Card administrators for approval. These emails would make it difficult to prioritize more urgent types of cards. The process now is in our Finance Services portal which automates the workflow approvals for supervisor signatures and allows our administrators to filter on specific card type requests to prioritize when appropriate.
Fellow Change Agents:
Mike Lewis, Karen Schaller, Mischa Bell, Craig Alexander, and Todd Dilley
Impact of idea:
At least $6,500 annually in efficiency savings
Reduce Effort on Testing Coversheets
Kathryn Cole realized her and her team were spending a lot of time scanning and renaming the coversheets for student testing done in her office. The paper versions of the electronic copies were being filed as well. Kathryn has adjusted their process to no longer scan the coversheets for tests returned to faculty online since the email serves as their documentation of being returned. This alone will save her team time and while working with the system she discovered when updating a group of test status the system automatically inserts a note and timestamp.
Fellow Change Agents:
Craig Alexander, Christopher Blackman
Impact of idea:
$1,200 annually in efficiency savings
Automate the P-Card Escalation Process
Caitlin Day Wedel's SSC teams were manually following up on all past due P-Card transactions. This escalation plan required SSC accountants to manually create emails specific to every card holder. Caitlin worked with our P-Card administrators and FMS team to create a process in Concur to automate notices on P-card transactions that were not assigned to an expense report. This use of system notifications will free up our staff's time to focus on other value-added work.
Fellow Change Agents:
Karen Schaller, Mike Lewis, Katrina Yoakum, Gina Cregg, Stephanie Howser, Jodie Seaton, Amy Carlson, and Lori Gutsch
Impact of idea:
$8,000 annually in efficiency savings
Automate Supplier ID Creation in Concur
Diane Bracciano was becoming frustrated with having to manually fill in a request form for Employees in Concur when a supplier ID didn't exist on Travel Requests. Through the efforts in Pay in 30 and Concur automations, the manual requests will no longer need to be done. This will be a completely automated process for supplier IDs to be created and attached to employee profiles in Concur for both Travel and Non-Travel reimbursement requests. With the automated process, it will also reduce the number of suppliers to be manually setup in Oracle with W9 and direct deposit documents.
Fellow Change Agents:
Judy Hamner, Stephanie Howser, Micheal Lewis, Nolan Haire, Sarah Kramps, Karen Schaller, Cindy Jacobson, Aimee Losey, Jeff Day, Claire Bays, Hunter Rabe, Morgan Philippi
Impact of idea:
$10,130 annually in efficiency savings
Allow Full Upfront Payment for Hotel without Pre-approval
Ani Kokobobo was frustrated with the requirement of getting pre-approval or an after the fact exception to pay for the full lodging stay upfront as existing State P-card policy said only one night in advance payment was allowed. This created problems for our travelers who use AirBnbs and for some hotels that required upfront payment to reserve rooms. We evaluated our policies and because KU/KUCR has our own P-Card program, we were able to remove that pre-approval requirement to make it easier on our travelers.
Fellow Change Agents:
Craig Alexander, Katrina Yoakum, Mike Lewis, and Michael Leitch
Impact of idea:
At least $500 in annual efficiency savings