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Financial documents revitalisation (Version One)

Proposal Sponsor: 
Liz Welch

Overview

Version One is used to produce financial documents such as Purchase Orders, Sales Invoices, Cheques, Reminder Letters, Instalment Plans, Statements, BACS Remittances, Cheque Remittances. These forms have been in situ for 13-14 years and need to be reviewed and updated for an enhanced corporate look and feel, along with addressing corrections and updates required for existing forms.

Changes to business processes in Income Section and other areas of the University have resulted in a requirement to amend our student debt management process and documentation. The majority of these forms have not been revised comprehensively to ensure that they work efficiently and effectively and are still fit for purpose.

This project will review the content and delivery of Version One documents.

What would happen if the project did not take place?: 

Forms may be out-of-date, inaccurate or in need of modernisation – not compatible with a modern University and a healthy student experience

Additional information: 

We already have requests to do complete revisions to student documents and to manage this a project is needed as the scale of changes are significant

Who does it affect?: 

  • Students
  • Staff
  • Suppliers
  • Customers

Why is it needed/What are the benefits?: 

Update forms in line with expectancies of a reputable University

The revision to the student documents should provide a clearer guide to actions needed to pay invoices. Currently there are circa 2000 Unidesk calls from students with invoice queries and finance are struggling to deal with these basic enquiries

BI/MI requirement?: 

N/A

External costs?: 

ABS consultancy to make the changes once agreed - £1000 per day circa 5-10 days

Fit with University strategy: 

Enablers - Finance

Enablers - Infrastructure

Themes - Outstanding student experience

Score for portfolio comparison: 

17

Planning Status: 
Fully Allocated
Overall Priority: 
2
Portfolio: 
CSG
Planned Start: 
15/16
Multi-Year: 
No
Project Owner: 
CSG
Procurement > £50K: 
No
Funding Source: 
Core Grant
IS Admin Tab
Estimation Reference: 

This type of work is currently undertaken under support

Estimation Type: 
3rd Party IT Solution Implementation
Estimation Confidence: 
Reasonably Confident (similar to previous work)
Estimated IS Apps Days: 
Small
Estimated Business Partner Days: 
Small
Impact on other service area: 

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