Thursday, August 12, 2021

R&A Focus Group

The Reporting & Analytics Team (R&A Team), in partnership with Change Management, is currently forming a focus group to provide usability feedback on Workday reports. The group will first meet on the 17th of August and is composed of around 12 stakeholders who are financial analysts, fiscal administrators, and grant administrators from schools and other units.

The R&A Focus Group will meet bi-weekly for one hour over the next few months to analyze high-priority financial reports that the R&A Team has developed. The initial list of a dozen or so are ones that are designed to replace the most frequently used UBI finance reports.

The Focus Group will spend 30 minutes of each meeting examining if a report meets requirements, and if not, what could be changed so that it does meet requirements. The other 30 minutes will be devoted to reviewing decisions and changes to a report discussed in a prior session, usually with a demo of changes made.

It is important to note that this is just a preliminary group to make sure the R&A Team is headed in the right direction, and to identify change management and training opportunities related to reporting. The Focus Group is not meant to be a fully-fledged testing of reports and only has a few members to be more effective, manageable, and participatory. Eventually, more people will be involved in end-user testing.

Make sure to keep an eye on this space for future updates related to the R&A Focus Group.

No comments: