Modernization of Financial Reporting (MFR) Project Update

October 13, 2016

Important Reminder

Fall Pilot for Financials Dashboards

The MFR Project Team and local Engagement Councils are preparing to kick-off the Phase II OBI Financials Pilot in early November. This Pilot will accelerate starting in November and will be a critical factor in rolling out a great reporting solution for the Finance community at Harvard. 

The current timeline is as follows:

  • November 2016 – Pilot with select tub financial officers
  • January 2017 – Pilot with select departmental administrators
  • April 2017 – Pilot with additional departmental administrators
  • July 2017 – Full-scale roll-out
  • November 2017 – Decommission of CREW Financial Reports

In last month’s eNews, we mentioned that the Local Implementation Managers (LIMS) were identifying a minimum of one pilot user per dashboard (there can be more than one if desired). In order to support the implementation and adoption of the fourteen (14) financials dashboards, super users are also being identified from amongst this group.  The Super Users are resources within the schools and central units who will become local experts in each of the fourteen (14) financial dashboards.  The Super Users will be the local “go-to” person for questions on dashboard functionality and changes. The Super Users will become well-versed in the dashboard, its functionality, customizing the dashboards, differences from the current CREW report, and how it fits in with local business process. 

Grants Management Dashboards –Training

Don’t wait any longer – sign up while there is still time!  There are only four (4) remaining training sessions scheduled during the remainder of October.

Those who have not yet signed up—Review the OSP training calendar to enroll in a classroom session.  Those who have signed up for training—make sure to complete the required OBI Tools Training and check your access in the OBI application to ensure that you can access the Grants Management dashboards.

If you have completed training— practice, practice, practice and consider attending an office hour sessions to ask any remaining questions.  If you have questions, reach out to your Local Implementation Manager (LIM).  Also refer to the Grants CREW to OBI Crosswalk which maps the CREW reports to OBI dashboards that provide the same or similar content.