Cal Answers Financials - September 2017 Project Update

Cal Answers Financials launched the first new dashboard, the Financial Management Reporting dashboard, in September. The team is currently offering demonstrations of the new financial dashboard and will conclude with a presentation at the Cal Assessment Network on November 3. The next release, the Gift and Endowments dashboard, will be released in partnership with University Development and Alumni Relations (UDAR) in November. We’re incorporating user acceptance testing and feedback into the dashboard and the new working group has begun meeting. Planning is ongoing for the future releases, including outlining the requirements and design for the third release. The project team is currently working on engaging Subject Matter Experts for each phase.