ToolTime sessions provide an opportunity for DLC Administrators to showcase tools and resources they have developed to effectively meet research administration business needs.
We will be hosting new ToolTime sessions in the fall of 2018, focusing on individual tools. Check back then for information and registration details.
Presentations from Past Events
(Click on presentation title.)
ToolTime: Admin Metrics Report (Tableau) - Marwan Cheguenni (Business Systems Analyst, Media Lab) presented the Admin Metrics Report, used in monitoring of Swept Charges, Outstanding Travel Transactions and FRC completion rate. Data is pulled from the MIT Data Warehouse and google sheets, stored locally, and then reports are created daily for display as Tableau dashboards (accessible 24/7 from any device or web browser).
ToolTime: Easy Financial Projections - Tyler Brezler (Financial Administrator, Chemistry) presented Aureus, an Excel-based projection tool that eliminates most of the manual processes involved in financial forecasting and provide a user-friendly interface for tracking expenditures and encumbrances.
ToolTime Poster Session Tools and Presenters from March 20, 2018
Aureus: Financial Forecasting (Tyler Brezler, Chemistry) – Excel-based tool that eliminates most of the manual processes involved in financial forecasting and provides a user-friendly interface for tracking expenditures and encumbrances. PI-friendly charts and graphs provide a quick look at burn rates, expense allocations, personnel appointments and more.
Admin Metrics Report (Marwan Cheguenni, Media Lab) – used for monitoring of Swept Charges, Outstanding Travel Transactions and FRC completion rate; useful for overseeing activities in your area.
Cognos dashboard for Financial Transactions (Heather Finney, Sloan Finance) – used for oversight of financial transactions, including FRC, swept Pcard charges, and Unexpensed Travel.
Reporting and Forecasting (RAFT) prototype (Josh Freedman, Institute for Soldier Nanotechnologies) – basic reporting and projections using data from the warehouse. Features drill down capability into salary charges and the ability to report across any time periods.
Tableau Account Balances (Rebecca Mathews, Sloan Finance) – dashboard aggregates data from SAP, combined with Sloan’s SPD database, to show discretionary balances for faculty by individual and by department, as well as trends over time.
Tableau PI Financial Reporting (Liz Rietz, Media Lab) – PI Reporting tool in Tableau delivers a real-time view of individual PI account balances, proposals, RA/Staff headcount and salary/revenue forecasts. MIT’s data warehouse is the main source of information, coupled with analysts’ forecasts updated in google sheets.