Meetings & Presentations

If you view the slide presentations and have questions or concerns, please contact us at finsys@umn.edu. As you know, one often cannot get the full effect of what was said when viewing only a slide presentation. We want to be sure you have the best information possible, so let us know where things need clarification. Also, please note that some of these presentations were given some time ago and certain details may have since changed. If you have questions about any information that is relayed in these presentations, please contact us.

UMConnect (formerly Breeze) Presentations

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• Reporting Demo (Flash Player must be installed on your computer to view this presentation) March 2008
  [Please note this is a large file and if you advance forward in the presentation and the complete demo has not yet finished downloading, you will experience a disconnect between the audio and the video—that is, they will not be in sync. It is therefore recommended that you do not skip ahead in the presentation as you are viewing it.]
  
  
• System Rollout Overview (UMConnect) March 2008
  
  
• Courageous Conversations (UMConnect) February 2008
  
  
• Approvals and Workflow (UMConnect) February 2008
  
  
• EFS/HRMS DeptID Integration (UMConnect) January 2008
  
  
• Imaging (UMConnect) August 2007
  
  
• Organizational Design Overview (UMConnect) June 27, 2007
  
  
• Grants Sneak Peek (UMConnect) June 15, 2007
  
  
• Chart of Accounts and Budget Sneak Peek (UMConnect)
  May 24, 2007
  
  
• Expenses Sneak Peek (UMConnect) May 24, 2007
  
  
• Requisitions and Receiving Sneak Peek (UMConnect) May 24, 2007
  
  
• Training and Competencies Sneak Peek (UMConnect) May 24, 2007

PowerPoint Presentations

• EFS Update to Board of Regents by Mike Volna (PPS) February 7, 2008
  
  
• Quality Fair Workshop: New Financial System Benefits (PPS) January 31, 2008
  
  
• Higher Education User Group, EFS Competencies Presentation (PPT)
  March 13, 2007
  

Questions and Answers

For a log of questions and answers from chat-room sessions held in fall 2007 for organizational design committee members and financial staff, click on the link below:

• March 13, 2008, Training Online Chat Session Q&As (pdf)
  
  
• January 25, 2008, Training Online Chat Session Q&As (pdf)
  
  
• December 19, 2007, Training Online Chat Session Q&As (pdf)
  
  
• December 12, 2007, Training Online Chat Session Q&As (pdf)
  
  
• October 2007 Training Online Chat Session Q&As (pdf)

RRC Resources

• RRC Timeline of EFS Deliverables (9-18-07; pdf)
  
  
• Approvals Matrix (from meeting on 10-17-07; pdf)
  
  
• Workflow and Approvals Presentation (from meeting on 10-17-07; pdf)
  
  
• Ship-To Locations Presentation (from meeting on 10-17-07; pdf)
  
  
• Workflow and Approval Routing Processes grid (12-26-07; pdf)
  
  
• Updated Workflow and Approval FAQs (12-7-07; html page)