UVAFinance Commits to Early Adoption of UBI

Get your financial reporting wish lists ready! 

UVAFinance has set a goal of June 1 to have all users transitioned from Discoverer to UBI for currently-available reports.  As a part of our goal to be early-adopters, all Finance users are encouraged to share their unmet reporting needs by the end of April, so the UBI team will have time to address any special needs for GA, GL, and LD reports.

UBI team members take questions during
 a recent UVAFinance Lunch and Learn

Finance users should send their “wishlist” items to UBI Area Champion Kelly Hochstetler  by April 30.

Hochstetler has been working with UBI Liaison / “Financial Ninja” Ashley Bagby to track UVAFinance Discoverer and UBI usage, and to provide helpful hints and resources for users who have not yet made the switch.

Hochstetler reports that 75% of UVAFinance’s users of financial reports are relying on UBI. (Good job, everyone!)

“Two reasons some users are still relying on Discoverer are that it’s been so long since they completed their UBI training that they don’t remember how to use the system, and also that they think the reports they need for GA, GL, and LD aren’t available in UBI,” she said.

There’s good news on both of those fronts:  the UBI team and active users within UVAFinance are happy to help all users re-orient themselves with the reporting tool, and most high-usage reports in Discoverer are already available in UBI.  

In the interest of offering any needed help users might need to wean themselves off of Discoverer, members of the UBI training team stopped by for a Lunch and Learn session with UVAFinance team members on March 21.  They recapped what’s currently available in UBI and opened up a discussion on what might still be missing, and introduced them to all of the great resources available in the UBI Community.

The transition from UBI to Discoverer grow more important with each passing day, as the August “sunset date” for  Discoverer’s GA/GL/LD reports draws nearer.  

Hochstetler said that early adoption is a priority for UVAFinance, because, as UVA’s “trusted financial partner,” we should be UBI’s strongest advocates.

She said other early-adoption goals will be set once the UBI team knows what they’ll have to address from the UVAFinance “wish list.”

Watch the blog for more information on early adoption, and let Kelly know if you have questions or ideas on how to increase the UVAFinance adoption rate!