Team # 891 -- Data Asset Management Improvement Team
Finance and Business

April 2009

Objective

To digitize all pertinent data in the Office of Investment Management and then create an internal, digital, web-based data system.

Team Membership

  • Sharon Lucas, Leader
  • Aimee Crihfield, Member
  • Karen Hulett, Member

Results Achieved to Date

  • ExpectedResults: The team has transferred all legal agreements, contracts, reports, cash flow and tax data for existing financial managers to digital format. Going forward, the same will be done for historical manager data and Endowment data since the inception of the Endowment. Also, all incoming data will be transferred to remain current.
    We hope to have a comprehensive historical digital record of the University's Endowment since its inception.
    The measure of performance for the project will be the amount of hard copy data that is transferred to digital format.
    The measure of the project's progress will be the ability of the users to access information previously available only in hard copy via a user-friendly web-based system.

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Contact

Office of Planning and Institutional Assessment
The Pennsylvania State University
502 Rider Building
University Park, PA 16802-4819
 Phone: (814) 863-8721
Fax: (814) 863-7031
Email:

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