FAR Meeting January 24 2018 Javier Martinez Senior Director of Financial Information Systems Office of Financial Affairs utsaedu financialaffairs Project Overview 1 Office of Financial Affairs ID: 695656
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Slide1
Financial Affairs Training Webpage Redesign
FAR Meeting January 24, 2018Javier Martinez, Senior Director of Financial Information Systems
Office of Financial Affairs
(
utsa.edu/
financialaffairs
)Slide2
Project Overview
1Office of Financial Affairs
Purpose
Build a centralized,
user-friendly
repository of training material for those using Financial Affairs business processes. Seven Financial Affairs departments have training materials.
Goal
Create awareness of training materials
Direct web user with intuitive layout and minimal navigation
Timeline
November 2017 through January 2018
Status
On scheduleSlide3
Project Objectives
2Office of Financial Affairs
Improve
U
ser
I
nterface
and E
xperience
Organize training materials in logical and intuitive format to ease end-user experience
Provide easier and minimal click paths to training
materials
Increase number of customers using website for assistance with Financial Affairs services
Integrate
F
eedback
F
rom Financial Affair’s User Group
Review and Update Content
Create consistent structure for course information
Review job aids and other resources; will update as neededSlide4
Focus Group
3Office of Financial Affairs
Selected 16 volunteers from the Financial Affairs
User Group
to participate in a focus group.
Focus Group
There were 68 questions on specific design or usage.
We reviewed six training home page designs; received 75 suggestions.
Reviewed five presentation designs of training materials; received 61 suggestionsSlide5
Next Steps
4Office of Financial Affairs
Implement focus group suggestions in a coherent approach
Finalize content and identify the appropriate training resources
Go live date: February 5
Current Financial Affairs Training webpage:
utsa.edu/
financialaffairs
/training.htmlSlide6
QUESTIONS
Office of Financial Affairs5
Purchasing and Distribution ServicesSlide7
Your partner for successful solutions
Office of Financial AffairsThank you!