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Case Study: Expert Insight into Shared Services for Higher Education

Case Study: Expert Insight into Shared Services for Higher Education

At the last iteration of Shared Services for Higher Education, we heard from Directors, Vice Presidents, Administrators, and Managers about topics critical to shared services in education. This case study includes expert insight into these topics, such as organizational structure suggestions for a shared services model, strategies for developing and managing a successful shared service center on a budget, and more.
Business Operations- Lee Smith

Business Operations- Lee Smith

In this presentation, Lee Smith, Interim Chief Operating Officer, University of Louisville, shows how Louisville was able to meet current & future business needs
University of Saskatchewan ConnectionPoint - Administrative Services You Need, When You Need Them

University of Saskatchewan ConnectionPoint - Administrative Services You Need, When You Need Them

In this top presentation from 2017, Wade Epp, Associate Vice-President Services,University of Saskatchewan, discusses how ConnectionPoint has benefited the University
How to Effectively Manage Your SSO Marketing, PR & Communication

How to Effectively Manage Your SSO Marketing, PR & Communication

One of the top presentations of 2017, Bryan E. Garey, Assistant Vice President, Human Resources, University of Virginia and Kim Lane, Director of Communications, Claremont University Consortium share their insights on understanding the unique nature of Shared Services as it relates to communication and marketing allowing you to leave with new ideas and options for communicating your initiative.
Applying LEAN Concepts to Your Complex Back-Office Operations

Applying LEAN Concepts to Your Complex Back-Office Operations

In this presentation, Mark Robinson, Director of Lean, University of St. Andrews disuccess the Lean basic principles applied to your Shared Services Centre Operations and how to develop and stick to your plan.

Keys to Integrating Change Management for a Winning Shared Services Approach

Keys to Integrating Change Management for a Winning Shared Services Approach

Get an inside look about Scott Madden, a management consulting firm, from Courtney Jackson, Partner, Multi-FunctionTransformation and Change Management and Laura Campbell, Director, Multi-Function Supporting Technologies. Learn about their shared services knowledge, expertise, and experience.

Change Management: Initiatives to Enhance Program Integrity & Deliverables

Change Management: Initiatives to Enhance Program Integrity & Deliverables

Find out why Change Management is important to shared services from Megan Glide Villasenor, MBA Assistant Director, Customer Service & Strategic Initiatives, University of California, Davis

Long Live Shared Services

Long Live Shared Services

Find out how Matthew Fajack, Vice Chancellor, Finance & Administration, University of North Carolina at Chapel Hill designed and launched a shared service model to serve Carolina.

Cross-Campus VS. Single Campus Shared Services

Cross-Campus VS. Single Campus Shared Services

Ronn Kolbash, JD, Associate Vice President for Shared Services, University of Chicago and Amy Schwartz, EdD, Associate Vice Chancellor, Partnerships & Shared Services Initiatives, University System of New Hampshire compare & contrast their shared services models.

CASE STUDY: The Power Of Virtual Shared Services

CASE STUDY: The Power Of Virtual Shared Services

No building, no money, no resources… No problem. If you build it right, they will not know what they did without you. Overcoming the fear, the faculty and the frustration of having to implement shared services. Learn how University of Iowa implemented shared services in the face of overwhelming change on campus. Learn about their methodology for measuring the baseline, measurement of progress and success, as well as how they attained a 50% improvement and $900,000 in FTE savings in one year.

Presentation by Debby Zumbach, Associate Vice President of Finance and Operations, Director of Purchasing and Business Services/University Shared Services, University of Iowa

From Frenemies to Fraternity: How to Convert Faculty into Strategic Partners

From Frenemies to Fraternity: How to Convert Faculty into Strategic Partners

Developing and maintaining strategic partnerships with faculty is imperative to the success of restructuring higher learning institute undergoing significant operational and systemic restructuring as their happiness is key to the success of the school. To ensure a smooth adoption process and continued support of your programs, it is important that you continually keep in mind all the key players affected by your service delivery. Attend this session to gain valuable insights on:

  • Designing and implementing a program that best meets the needs of your faculty and all parties affected by switching to a shared services model
  • Creating branding messages that speak to your faculty’s needs and deliver the ROI rewards promised


Presentation by:

  • Evelyn Hidalgo, Assoc. Dean, Academic & Education Administration
  • Adriana Long, Strategic and Operations Manager
Roadmap For Integrating Robotic Process Automation (RPA) Into Your Higher Education Institution

Roadmap For Integrating Robotic Process Automation (RPA) Into Your Higher Education Institution

As an organization with a shared service, you strive to achieve greater efficiencies and more streamlined operations; therefore, you may be considering adding Robotic Process Automation (RPA) to your shared services as a way to enable cost savings and greater scalability. But what exactly is RPA? And how does it fit in with your SS goals? Is the promise of greater speed, efficiency, standardization, and accuracy worth the financial investment? This session will answer your burning RPA question and provide you with a clear plan to develop a structured framework before embarking on your RPA initiatives. You will learn:

  • The benefits of integrating a RPA into your SS
  • How to coordinate an implementation
  • How to secure stakeholders engagement
  • How to work collaboratively with vendors

Leave with an understanding of the potential of RPA and how to successfully integrate them with your internal resources to drive success.

Presentation by Pam Gabel, Executive Director of the Shared Services Center, University of Michigan

Riddle Me This - Solving The Talent Recruitment & Retention Riddle To Keep Your Employees Engaged & Satisfied

Riddle Me This - Solving The Talent Recruitment & Retention Riddle To Keep Your Employees Engaged & Satisfied

Highly skilled, dedicated, talented, and engaged employees are critical to the success of your Shared Services operation. But with resource constraints and cash compensation options limited, higher education continues to experience high workforce turnover, with seasoned and skilled employees leaving for higher paying private sector jobs that seemingly offer greater opportunities for career growth. How can universities develop a career plan to recruit and retain high performers— making them champions of shared services centers? This session is designed to address these retention challenges and provide proven strategies to keep your best talent pool engaged and happy.

Topics will include:

  • How your talent pool can strengthen your SSC operation
  • The important role communication plays in your retention strategy
  • Why developing a meaningful career plan that provides opportunities to train all staff members to their full potential is essential
  • Case studies on effective recruitment and retention strategies plan to incorporate what you have learned into your stakeholder and customer messaging
  • Creating programs to incentivize beyond compensation

Presentation by Sarah Peri, Associate Director of Operations & Outreach, Academic Finance & Administration, Brown University