SMU OE2C announces first initiative: travel and entertainment policy and tools

Dallas Hall renderingA 10-member SMU team representing various campus constituents has scheduled a demonstration of new tools to improve the way the University plans for and reimburses travel and entertainment expenses.

The vendors will visit campus to present their capabilities on Thursday and Friday, Sept. 4 and 5, 2014. These demonstrations will be open to the broader SMU community. The time and location for these demonstrations will be announced soon.

The review of the University’s existing travel and entertainment policies is part of Project SMU: Operational Excellence for the 2nd Century. The OE2C microsite will provide additional information in the coming days.

> Frequently Asked Questions about SMU OE2C

“As the OE2C team traveled across campus conducting interviews, the most frequent suggestion we heard was addressing the University’s policies and processes for travel and entertainment,” said Bill Detwiler, associate vice president for business services and program manager for OE2C, and Martin Sweidel, professor of music, associate dean for administrative affairs in Meadows School of the Arts, and OE2C program coordinator. “We determined that improving the way SMU plans for and gets reimbursed for these expenses can save the University dollars and staff time.”

> More questions? Send them to SMU OE2C

Project SMU: Operational Excellence for the 2nd Century (OE2C) is a University-wide review of SMU’s financial structure and operating model, which aims to strengthen the long-term economic vitality of the University through operational improvements and savings.

> Bain & Company briefing: “The Financially Sustainable University” (PDF format)

SMU’s current OE2C site is undergoing a redesign to feature more information and more frequent new posts. Bookmark the site to stay up to date on the latest news.

Read the full statement from Detwiler and Sweidel under the cut.

August 21, 2014

Hello, SMU community! By now, many of you have heard about the Operational Excellence for the 2nd Century (OE2C) project on campus. We will periodically be providing updates in Forum so that you can remain apprised of our progress.

The OE2C team has been hard at work this summer, continuing to meet with individuals and small groups across campus to share updates about our project and hear your thoughts on how SMU can continue to flourish and grow. In addition, we have been exploring specific initiatives and understanding the amount of opportunity that may exist to reduce costs and effort or to increase revenues.

Today we are excited to announce the first initiative that the Executive Committee (President Gerald Turner, Provost Paul Ludden, Vice President for Executive Affairs Tom Barry and Vice President for Business and Finance Chris Regis) has approved for design. Over the coming months, small teams across campus will work in tandem with the OE2C team to create action plans designed especially for SMU to bring these and other initiatives to life. In addition, we are pleased to announce that Lyle School of Engineering Dean Marc Christensen has joined the Steering Committee as the Dean representative. Peter Moore, who previously served in this role as Interim Dean of Dedman College, will remain on the Steering Committee as well.

Travel & Entertainment

As the OE2C team traveled across campus conducting interviews, the most frequent suggestion we heard was addressing the University’s policies and processes for Travel & Entertainment. We determined that improving the way SMU plans for and gets reimbursed for these expenses can save the University dollars and staff time.

A 10-member team representing various campus constituents has begun work under Executive Sponsor Christensen and Project Manager Marci Armstrong. They have been reviewing existing travel and entertainment policies and will recommend updates based on best practices found within higher education and the corporate world. Finally, the team has selected a short list of vendors with tools to enable the new effort. These vendors will be visiting campus to present their capabilities on September 4 and 5. These demonstrations will be open to the broader SMU community; the OE2C microsite will provide additional information in the coming weeks.

Please continue to visit the OE2C microsite (blog.smu.edu/oe2c) for updated information and responses to your frequently asked questions. In addition, please do not hesitate to contact us via the microsite with any questions or concerns you may have.

Bill Detwiler
Martin Sweidel

About Kathleen Tibbetts

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