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EUCLID interfaces / Finance channel enhancements

Proposal Sponsor: 
Liz Welch

Overview

There are a number of major changes being implemented within the finance channel but one of the requests to link invoices etc. to display the image held in Serengeti against the transaction on the finance channel has not been possible to include within the scope of the 12/13 project. This would allow students/users to view invoices/documents held in Serengeti. This project would address any final outstanding issues with the current finance channel and provide a link to the electronic documents held in Serengeti.

These changes would allow a major improvement in the student experience, providing them with an archived record of all their interaction with the University and meshes well with the University's strategy to improve support services for students.

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

Students/users would continue to find it hard to understand how to process financial transactions.

The volume of calls in Unidesk would continue at a high level e.g. 2000 currently outstanding.

Additional information: 

There is a risk that this additional load on Serengeti may result in poor performance

Who does it affect?: 

Staff, students and students’ parents/funders

Why is it needed/What are the benefits?: 

To improve the provision of financial information to students and staff

More than 33,000 students  - 70-80,000 fees invoices, over 50,000 rent invoices, other invoices include parking, centre for sports & exercise, library etc

BI/MI requirement?: 

N/A

External costs?: 

N/A

Fit with University strategy: 

Themes - Outstanding Student Experience - This project would improve the provision of financial information to Students and their parents/funders

Enablers - Finance

Score for portfolio comparison: 

15

Planning Status: 
Proposal
Portfolio: 
CSG
Planned Start: 
15/16
Multi-Year: 
No
Project Owner: 
CSG
Procurement > £50K: 
No
IS Admin Tab
Estimation Reference: 

Based on previous projects interacting with Serengeti.

Estimation Type: 
Software Development (in-house)
Estimation Confidence: 
Reasonably Confident (similar to previous work)
Estimated IS Apps Days: 
Medium
Estimated Business Partner Days: 
Small
Estimated Service Management Days: 
Small
Impact on other service area: 

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