The Solution: A Standard On-Line Form and a Hybrid Staff Structure
A team with representatives from all of the operating units was formed to examine processes and structure and improve financial reporting processes across all ITS units. The team first addressed processes and forms, focusing on the purchasing process as the most complex. They reviewed forms used by all units, and designed a standardized, on-line form and related processes which could and would be used by all.
To view purchase form...
Second, a smaller team addressed the staffing structure and organization for financial processes within all of ITS. They designed both centralized and decentralized structures, and evaluated both, before selecting a hybrid structure that could provide customized and efficient support to all divisions, useful reports to management, and professional development and advancement opportunities to staff.
Carol McGahen, one of the members of the reorganized staff, said, "The opportunity to combine all the talent we have under one roof provides a comfortable atmosphere for positive and effective change. Processes can be evaluated more easily...throughout all of ITS...Our new Financial Team will participate in cross-training and obtain back up support in areas that, in the past, haven't had any. This, in effect, opens avenues for us to take on new challenges and promotional opportunities...I'm looking forward to...it." ITS will be seeing the results of these changes in their daily operations.
For more information about Improving Unit Financial Processes in Information Technology Services, visit http://its.psu.edu/itsfinancial/ or contact Pam Fuller at pgs4@.psu.edu.