Case Study: A Common Shadow System Implementation at CSU San Marcos
Explore how CSU San Marcos implemented a Common Shadow System to streamline processes and improve budget tracking and reconciliation. Learn about the challenges faced, opportunities discovered, and key takeaways from the project.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
Common Shadow System A Case Study By CSU San Marcos
Why a Common Shadow? CHABSS Audit Observations Working Group Established Timeline Established Peer Groups Established
Timeline May July weekly Working Group meetings July 2 training roll out sessions August open lab workshop troubleshoot / answer questions September January monthly individual meetings with ACS/trainers January Mid Year mandatory training/workshop February June monthly individual meetings with ACS/trainers June End of Year open lab workshop / Survey July Working Group Debrief
Challenges Size of college 23 Administrative Coordinators to train 24 Academic Departments and 10 Labs New common shadow program Peer to Peer training model Resistance to change Variant Excel skill levels Accurate Projection Practices
Opportunities Consistency for Dean s office budget team Power of Pivots Department Chairs having better understanding of their budgets/spend Faculty having immediate access to where they are on PD Admin Coordinators ability to reconcile quickly and accurately
What we learned Imperative to have top down (Dean s office) support Trainings in the Summer Year long roll out
Our Materials PAR Website https://www.csusm.edu/par/budgettrackingandreconciliation.html
