The second set of Services and Future Improvements workshops were delivered by Maia with Sales Ledger back in December. Thank you to everyone in Sales Ledger who made these such an enjoyable and productive experience.
Over the last few weeks I have met with approximately 25 of Sale Ledger’s stakeholders to get their views of finance processes, systems, communications, training and customer service. During these meetings I have received some great feedback about the teams, with people commenting on how helpful the teams are; the explanations they give are clear; they go the extra mile and stakeholders feel that they can trust the information they are given.
A few of the improvements suggested by stakeholders are to:
- continue to build relationships between stakeholders and Sales Ledger teams
- investigate the possibility of using electronic cashing up technology
- link the Sales Invoice proforma to e5 so that it auto populates the SHUEL/UNI field based on the activity code used
- move high volume, low value transactions on to the Online Store
- communicate with students by email/text in advance of their payment due date
Two documents have now been produced and shared with the team: A visual representation of what Sales Ledger does, linking their services to their Mission; and a Recommendations for Improvement report.
Over the coming months this exercise will continue with the rest of the teams in Financial Services.
