The fiscal team has endured many challenges this year through Luma, ServiceNow, process changes, agency growth, and restructuring—all with limited staff the entire time.
We are excited to bring on new team members with one more that started last week, another starting in a couple weeks, and two more going through the hiring process. Our team culture has vastly improved with positivity and collaboration.
Accomplishments
- Implemented numerous Luma changes including a complete overhaul of the underlying dimension structures, new procurement structure, new approval processes, new modules for employee reimbursements and purchasing cards, integration of monthly billings, and provided ongoing user training.
- Transitioned from Ivanti to ServiceNow with integration to Luma procurement for all purchases for ITS and our customers.
- First year of a SWCAP for our agency with a new cost-recovery model starting July 1st.
- A spending plan was developed with a rebuild of prior data and alignment, which has transformed our year-end processes and will provide a basis for each year forward.
- Worked with consolidated agencies to integrate assets, software and processes into ITS.
- Facilitated numerous procurement contracts for ITS and our customers.
- Revamped statewide budgeting processes and transparent reporting.
- Created a new budget packet with other teams for our customers.
- Created numerous reports in Luma to continue providing information for decision making for fiscal, personnel and operations. Given our Luma system dimension structure, we are now able to produce reports unique for each team, overall agency, and our customers.
- Rebuilt the personnel budgeting process, including year-end projections and reconciliation.
- Vastly expanded the agency’s purchasing card program to more employees.
- Underwent a financial audit of the past two years and completed follow-up from the prior audit.
- Improved transparency of data and processes through reporting and documentation.
Luma was an especially significant lift for the team with new ways to process literally every type of transaction, migrating data and balances from the old finance, procurement and human capital management systems, reconciling data and balances, paying employees, paying vendors, and completing year-end processes. The fiscal team is just one of many that are making significant improvements to the performance and reputation of our agency.
Thank you!
