Completion Report
Project Summary:
This project was undertaken to evaluate and analyse the provision for invoice scanning in Finance to better understand the concerns with the current position that are preventing the destruction of paper copies, and to identify options for improvement.
| Deliverables | Achieved? |
|---|---|
| Documented as-is processes for scanning paper copies of financial documents with areas of concern clarified | Yes The summary and recommendations paper can be seen at https://www.projects.ed.ac.uk/project/fin104/page |
| Documented potential options for improvement to the as-is process with pros & cons for each | Yes Document link as above |
| Success criteria | Achieved? |
|---|---|
| Documented current position | Yes |
Options for improvement documented | Yes |
Analysis of Resource Usage:
Staff Usage Estimate: 6 days
Staff Usage Actual: 10 days
Staff Usage Variance: 67%
Other Resource Estimate: days
Other Resource Actual: days
Other Resource Variance: 0%
Explanation for variance:
Some of the quantative information required for the analysis wasnot readily available so additional Applications Management resource was required to extract the figures from Unidesk, Serengeti and Paperclip.
The project was started later than anticipated so the planned availability of the business analyst was missed. This meant that the work had to fit around other commitments which resulted in increased time spent as the work was being picked up and put down between higher priority work.
Key Learning Points:
Nothing to note
Outstanding issues:
Issues with Serengeti highlighted by the analysis have been passed to the Serengeti Service owner, Andrew McFarlane, and the Head of Production Management, Stefan Kaempf, to take forward.