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Concur User Group Established

SMU has established a Concur User Group to serve as a knowledge-sharing channel between faculty, staff and administrators.  User groups identify ways to improve systems and serve as a source of information and feedback.  The Concur User Group’s mission is to exchange information and ideas in a collaborative forum while sharing best practices and updating policies and procedures for the use of Concur, the University’s new system for managing travel and expenses.

The group’s first meeting was held Thursday, October 27, 2016 and will meet quarterly.  The group members include:

Dana Ayres – DEA

Professor Neil Foley – Dedman College

Ann Forsyth-Smith – SMU Abroad

Professor Kenneth Hamilton – Dedman College

Jill McGinness – Cox

Professor Andrew Quicksall – Lyle

Shelly Walker-Downey – Undergraduate Admissions 

When you see these individuals around campus, please thank them for accepting this important responsibility and share any suggestions for improving the Concur system or process. If you have ideas for improving Concur at SMU, please send them to Millicent Grant at travel@smu.edu.

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The Shared Services Survey Results

About one year ago, SMU implemented Shared Services in Finance, Facilities and OIT  based on recommendations of the OE2C initiative teams in each of these areas. The past 12 months have been a time of change and development for faculty and staff in all areas of the University.

With major transitions complete, the next step in our pursuit of operational excellence was to understand more about how the new workflows impact all employees. To that end, a survey was conducted to obtain confidential feedback regarding your awareness of and satisfaction with these three functional areas.

The Shared Services satisfaction survey results are below.

The User Satisfaction Survey Results

Preliminary Findings +

  • Monday, September 26 – Survey distributed to 2236 faculty/faculty administrators and staff
  • Friday, September 30 – Reminder e-mail to those who had started survey, but had not completed it
  • Monday, October 3 – Survey mentioned in August/September Operational Excellence News & Highlights e-mail that went to all faculty and staff (usually only goes to subscribers)
  • Tuesday, October 4 – Survey closed at 6 p.m.
  • 663 total number of surveys completed (30%) – 201 faculty/faculty administrator and 462 staff
  • Less than 10 technical issues reported

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  • A total of 2,236 employees were invited to participate in the survey; 807 faculty/faculty administrator members and 1429 staff members.
  • A total of 663 employees (30%) responded to the survey; 201 faculty/faculty administrator members and 462 staff members.
  • Response percentage by group: 25% of faculty/faculty administrators and 32% of staff responded to the survey.

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  • The numbers located inside the pie chart segments represent the actual number of faculty/faculty administrators that responded to the survey.
  • The percentages indicated on the pie chart are based on a total of 201 faculty/faculty administrator respondents.

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  • The numbers located inside the pie chart segments represent the actual number of employees that responded to the survey.
  • The percentages indicated on the pie chart are based on a total of 462 staff respondents.

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Finance Results +

What is Finance doing well? (*direct quotes)

  • “Check requests and ePAF have been improved and the time to process has been reduced”
  • “Concur has been a fantastic improvement!…Reimbursement process is VERY efficient and fast”
  • “Conversion to electronic processing is a plus and the goal should be to continue to make this conversion with all processes. The streamlining of processes has also been very effective.”
  • “I am very happy with the way A/P notifies me when a process is completed and also notifies me if something is done incorrectly instead of having to wait until the vendor calls looking for their payment.”
  • “Great customer service and knowledgeable employees!”
  • “I have found Financial Shared Services very responsive to my requests or my department’s needs.”
  • “JE’s being done quickly and efficiently!”

Finance themes: What are they doing well?

  • The Financial Services Center has a number of individual employees who are viewed as very helpful and knowledgeable. 1:1 support was cited often
  • Concur as a tool for reimbursement was noted for being very fast once expense reports were entered and approved
  • General Concur features were mentioned often as being helpful
  • e-PAF process was mentioned often, specifically as an improvement
  • The sense that better online tools have been introduced and that respondents were receptive to this
  • Invoices being paid faster (separate from Concur reimbursement)
  • Responsiveness of the overall staff was noted

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  • The purpose of this chart is to demonstrate the usage of services, in terms of the relative proportion of each of the services as a percentage of the total combined six services included herein.

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  • The purpose of this chart is to demonstrate the usage of services, in terms of the relative proportion of each of the services as a percentage of the total combined four services included herein.

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  • The purpose of this chart is to demonstrate the usage of services, in terms of the relative proportion of each of the services as a percentage of the total combined four services included herein.

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Suggestions to improve Finance Shared Services (direct quotes):

  • “Back and forth communication is key. Do not make changes without consulting or at least notifying the staff members of those changes.”
  • “Meet with users prior to developing and implementing a major change”
  • “Would like to see invoices get paid quicker so that we are not getting vendors repeatedly asking us about getting paid and from having (vendor) holding our shipments due to too many outstanding invoices that have been submitted.”
  • “A directory of people in Shared Services and what they do…who does what…it should be easy to find who to contact for what issue…”
  • “Provide more training for staff and users”
  • “We need to find a way to have more electronic processes”

Finance Shared Services Themes: Suggestions for improvement

  • Communicate processes and any changes to processes widely via more than one method (training, emails, website, etc.)
  • Communicate clearly who does what within Finance
  • Simplify Concur, allow travel booking outside of Concur or eliminate it completely
  • Manage financial staff workload issues; add personnel if needed
  • Improve overall responsiveness and customer service levels
  • Decentralize – give back FO and Assistant FO to schools
  • Empower department coordinators to manage administrative tasks; too much of a burden is being placed on faculty whose primary job is to teach and do research
  • Improve timeliness in terms of payments and other transactions
  • Improve the e-PAF process
  • Continue to automate more processes
  • Train the financial staff better
  • Improve purchasing (IT equipment most often noted)
  • Allow more local flexibility (purchasing supplies, etc.)

Facilities Results +

What is Facilities Shared Services doing well? (direct quotes)

  • “Attention has been paid to our facility when none was paid in the past”
  • “Individual Facilities Shared Services staff go out of their way to be helpful”
  • “I liked that an information session was held”
  • “I think that the changes that they are in the middle of implementing have good intention and goals behind them, and that a lot of thought and effort went into updating the Facilities business model. The actual follow-up on these plans will be key.”
  • “Looks like they are working hard to streamline the confusing work order process
  • “Professional attitude; good communications”
  • “The new website is a plus, as is the new easy to remember number”

Facilities Shared Services Themes: What are they doing well?

  • The individuals serving as Facilities Managers are doing their best and developing good relationships with their end-users
  • Facility managers and some others were seen as responsive to end-users
  • Some Facilities staff – including numerous Aramark employees – were recognized as doing good work
  • System was recognized as being more efficient than before
  • Communication has improved for some end-users
  • Website and phone number are improved
  • Some respondents felt there was more proactivity with regard to facilities than before
  • Some respondents appreciated their environments – clean and comfortable

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*Calculation is based on the number of respondents that answered “yes” to the question asking whether they had knowledge of who their Facilities Manager is.


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*Refers to the Facilities Manager’s knowledge about available resources and processes that could help solve an issue or answer a question at hand.


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Serve as Aramark contract experts on in-scope and project work; Validating billing, answering questions and mediating work requests that are not addressed in the contract.

Validate that work orders are classified correctly and are completed according to contract standards.

Perform regular quality inspection walks with Custodial, Grounds, and Operations and Maintenance personnel.

Collaborate with Project Management Services on all construction related to the buildings they oversee.

Collaborate with Custodial/Housekeeping Services to confirm that cleaning schedules complement the use and schedule of the building.

Regularly meet with Deans/VPs to provide updates and overviews of their associated buildings.


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Suggestions to improve Facilities Shared Services (direct quotes):

  • “Call before coming to respond to a work order”
  • “COMMUNICATE”
  • “Be proactive…fix things that are broken…head off future problems”
  • “We really need someone to do rounds more than once or twice a week…walk the building more often”
  • “More frequent interaction with a broader set of stakeholders, beyond deans”
  • “Perhaps have mini “this is who we are” sessions around campus”
  • “Post some signs telling us who is the manager and how to get to them”
  • “Someone needs to follow-up with contractors”

Facilities Shared Services Themes: Suggestions for improvement

  • Improve the timeliness of repairs: promised 10-12 days often becomes months
  • Improve responsiveness to requests
  • Improve the ticketing system – complete information isn’t shared, no way to get progress updates, and tickets are closed without being complete
  • Stop changing personnel around. It’s confusing to clients…
  • Listen to and collaborate with your end-users better. Stop saying “that’s not my job.”
  • Communicate changes to processes and people assignments better; communicate who does what better and how to contact the right person for help; communicate progress on jobs more effectively and often
  • Coordinate work better so that it doesn’t interfere with other scheduled activities or interrupt clients
  • Walk around more often and do quality inspections on work more often
  • Support event preparation better
  • End the Aramark contract and bring facilities back in-house for better coordination and accountability
  • Develop a better system that is more responsive to after-hours needs

OIT Results +

What is OIT Shared Services doing well? (*direct quotes)

  • “Customer service has been great! Always willing to help with any issues and response has been quick.”
  • “I am a good teacher and scholar. I could not be as good as I am without the technology. Keep it coming!”
  • “I believe they are doing a good job of recognizing the unique, specialized skills of certain staff and allowing them to serve the areas they are best equipped to serve.”
  • “Most everything. The best thing to come out of OE2C. These ladies and gentlemen are the model for customer service and solutions. The efficiency and professionalism within this group should be modeled by the other shared services centers.”
  • “OIT does a customer satisfaction survey for all help desk requests. This shows they truly care about their internal customers.”
  • “The embedded Academic Technology person is working well overall.”

OIT Shared Services Themes: What are they doing well?

  • The HelpDesk is responsive, helpful, and staffed with competent team members.
  • Onsite help – classroom and office were both noted as responsive and helpful.
  • The staff overall was seen as knowledgeable, competent, and friendly.
  • Overall responsiveness was noted as a strength.
  • Support with specific areas such as within some schools and with some products (Canvas) was noted as helpful.
  • Communication and training were both mentioned as very helpful.

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  • The purpose of this chart is to demonstrate the need for services, in terms of the relative proportion of each of the services as a percentage of the total combined five services included herein.

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  • The Academic Technology Governance Council was created to ensure that technology services are more effectively aligned throughout the University and to enable the faculty and academic areas to participate directly in providing strategic direction in technology decision-making for the campus.

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Suggestions to improve OIT Shared Services (direct quotes):

  • “Communication and transparency are the big issues. We need to know what is available and how to get help in a timely manner now that one year has passed since the reorgs”
  • “I am extremely dissatisfied with the new requirement that departments are now to handle their own website pages…the weak link I see is the web pages…”
  • “I think OIT needs to train faculty more on computers…a simple fix could have been taught in a beginning-of-the-year orientation session.”
  • “One size does not fit all departments. Different departments need more in house support than others.”
  • “Provide more information and orientation to faculty”
  • “Streamline Help Desk-make it easier for problems to be resolved”

OIT Shared Services Themes: Suggestions for Improvement

  • The desire to decentralize some support back to schools/units. The Law School was mentioned in several comments as experiencing less service as a result of the move to Shared Services.
  • The goal of managing websites better was a frequent topic and included suggestions for increasing specialist staff to serve units and considering different software.
  • The responsiveness of AV support with suggestions to increase staff and improve timeliness of repairs.
  • The idea to increase the staffing of OIT overall was mentioned in multiple comments with the goal of improved service-delivery.
  • Improve communication/transparency about roles with OIT – who is responsible for what.
  • Purchasing of technology was seen as problematic. Users don’t necessarily see that as a Finance/Purchasing function at this point.
  • Improve dialogue with faculty about HPC, Linux and other research tools.
  • Desires for updates to hardware and classroom technology were identified frequently.
  • The voicemail/email integration issues were of concern to several people. (This is not due to Shared Services.)

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Meet the Property Initiative Team

To respond to thoughtful, cost-saving suggestions from the campus community, the Office of Operational Excellence has assembled an initiative team to improve and formalize the process by which University-owned furniture and office supplies can be repurposed and utilized by other areas on campus.

Leadership & Team Members +

The Repurposed Property Initiative Team will be comprised of the following:

Project Manager – Karie Conklin, OIT

Chanda Price, Purchasing

Mary Tays, Budgets and Finance

Larry Helpert, Facilities Planning and Management

News +

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Classroom Tech Revolution

OIT ramps up interactive teaching tools

“Tech solutions must increasingly create more flexible, collaborative, dynamic learning environments where both faculty and students can easily share and interact with academic content.”

In the past, whenever professors had a problem with AV equipment in the classroom, they had to call the Help Desk and wait for a dispatched technician to arrive. But soon, OIT will be able to resolve requests for assistance remotely with the push of a few buttons, thanks to new remote control technology being installed in classrooms throughout campus. It’s just one example of changes being made through the new OIT Shared Services structure.

Last summer, several departments in OIT collaborated to upgrade technology in more than 60 classrooms on the main campus and at SMU-in-Plano, and also began testing innovative new tools and services to improve interaction and engagement between faculty and students.

Rachel Mulry, head of OIT’s Customer Service Dept., said the classroom upgrades included such things as document cameras, widescreen projectors, and replacement of quite a few standard components like screens, speakers, lecterns and equipment control panels. The new hardware should mean fewer issues in the classroom, and the streamlined programming and standard control panels should mean quicker equipment startup for faculty and faster adjustments as they move from room to room.

Equipment now connected to central campus console for faster diagnostics, fixes, metrics

One of the newest technologies added to all 60-plus classrooms was remote control integration, which programs equipment to report to a central console in the OIT office. “That console gives us a wide range of abilities, allowing us to be proactive and more quickly resolve issues in the field,” she said. “We can use the console to check the maintenance needs of the devices and schedule replacements or fixes before issues arise. We can resolve requests for assistance remotely and will soon be able to send commands from the Help Desk to resolve a professor’s AV issue without having to wait for a dispatched technician to arrive. We can use it to implement energy saving measures, such as powering off equipment overnight. And we can start gathering metrics on which technology components are being used, and how frequently. The new system will also help us identify older equipment and software that needs to be phased out.”

Four game-changing teaching tools

Jason Warner, director of Academic Technology Services, said that as OIT has become the steward of SMU’s classroom technology services, the department is focused on demonstrating innovations and adopting modern technology tools and capabilities that challenge and inspire users to move past the status quo.

“We’re working to transform teaching and learning spaces, both of which are spaces where change can be expected to be disruptive,” he said. “To that end, we’ve partnered directly with SMU faculty and academic units to pilot and implement four new ‘prototype’ instructional technology tools and services.”  Those include:

  • Epson Interactive Projector: When Michael Robertson, new Academic Technology Services director for Dedman College, began talking to faculty about their needs, many of them requested Smart Boards, which are interactive, touch-controlled white boards. But because that technology is now somewhat older and relatively costly, Robertson worked with OIT Director of Audiovisual Support Shawn Remek to identify a more modern, future-forward solution that could also be integrated with current classroom systems: the Epson Interactive Projector. It not only turns a standard whiteboard into an interactive whiteboard, but interactions can be recorded and shared with students. Robertson and Remek have installed it in a Dedman classroom and are training faculty on its use, and OIT is evaluating whether to install it in additional classrooms on campus.
  • Nearpod: This cloud-based, interactive presentation and assessment tool is being tested at the Cox School of Business by Cox’s Academic Technology Services Director Jeff Liew. Nearpod allows instructors to create interactive presentations – involving quizzes, polls, videos, images, drawing boards, web content and traditional slides – and directly deliver them to students’ laptops and mobile devices.  This way, instructors can use students’ own devices for engagement and presentation playback, rather than compete against them as distractions.
  • AMX Enzo presentation system: Faculty and students have been asking for a way to easily and wirelessly connect multiple devices to systems of display in the classroom. While Apple TVs are capably serving Apple-platform users in some campus classrooms, the Enzo offers a wireless “screen mirroring” experience from any computer or mobile device. Enzo is being tested in Dedman College as a more flexible option to Apple TV, making it easy for users to instantly share screen information with others in the room.
  • Poll Everywhere: While audience response systems using “clickers” have characterized real-time feedback service in the past, the costs and required hardware have become inefficient and outdated. Poll Everywhere offers an excellent cloud-based service that allows students to respond to questions using their own smartphones, tablets and laptops. Dedman faculty have been trying out Poll Everywhere in both large lectures and small discussion groups and say students have been engaged and excited by the peer interaction.

All of these changes have been made possible by the new Shared Services structure. In terms of customer service, Mulry said, “We now have a larger team, and embedded AV technicians across most buildings on campus. As a result, we’ve been able to respond to AV issues in the classrooms very quickly, track problems, and work more closely with our vendors to get things done. We can also explore more innovative possibilities now, working with the Academic Tech Service directors and faculty in each school, and are excited about the chance to really push the envelope on the AV needs and designs of the classrooms.”

Faculty input helped guide new pilot programs

Warner’s Academic Technology Services team implemented an annual Faculty Technology Needs Assessment survey to better, and more objectively, measure the tech needs of faculty across campus. “Based on survey results, the Academic Technology Services director in each school identified opportunities for pilot initiatives,” said Warner. “They worked with Rachel’s AV integration and classroom response teams to acquire, install and integrate the first four pilot systems, and more ideas are being explored.”

The focus of all the changes is simple: to help meet faculty and student needs. Our goal is to continually improve both teaching experiences and student successes by providing innovative classroom technology solutions and opportunities and by helping academic stakeholders manage the rapidity of technology change and what those changes mean within SMU classrooms,” said Warner. “Tech solutions must continue to serve traditional lecture-based instruction, but at the same time must increasingly create more flexible, collaborative, dynamic learning environments where both faculty and students can easily share and interact with academic content. Tools like interactive projectors, cloud-based audience response systems and wireless mirroring devices allow professors and students to engage in ways never previously possible at SMU. I’m looking forward to more innovations, such as easier data visualization tools and virtual/augmented reality interactions, as we continue to work to provide better spaces and opportunities for intellectual exchange.”

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Watch a Recap of the Facilities Information Session

SMU’s Office of Facilities Planning and Management (a.k.a “Facilities”) supports the University’s mission through the planning, management, operation, and maintenance of efficient, functional, state-of-the-art, safe, environmentally sustainable, and inviting environments that foster educational instruction, learning, research, and service to the community.

On September 21, 2016, a Facilities Information Session was conducted by SMU’s Office of Facilities Planning and Management.

Download the Presentation

Download a Video of the Session