Monday, June 3, 2019

Continuous Improvement Bright Spot:



A key part of continuous improvement culture is "finding the bright spots" -- looking at who has had success making changes and operating differently. Small changes can make a big difference!
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The Issue:  Recon@ provided limited flexibility for Fiscal Officers seeking key performance measures such reconciliation completion, delinquency of accounts, and more.

The Improvement: The Recon@ team had been using Qlik for a while to manage their interaction with data.  They decided to expand this availability to all by developing a module in Qlik Sense that makes data more attainable and quicker to get.


The Solution: The new Recon@ app in Qlik's Finance Stream of the Qlik Sense hub now gives Fiscal Officers more flexibility in how they slice and dice their data.  Included in the module, users can find a data dictionary and a manual that provides supplemental instruction for navigating the app.   Users can assign this module to others in their unit who need access by contacting recon@virginia.edu with the name and computing ID of the person to be added.


The Benefits: Users can easily check on the status of reconciliation completion by area, identify delinquent projects, find assigned preparers and approvers, and more.


The Bottom Line:  Administrative oversight is easier and quicker than ever.



Got a bright spot to share?  Email bv8h@virginia.edu 

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