Chrome River Travel & Expense Software
Project Scope:
With continued efforts toward reducing administrative costs and providing more efficient
tools for students, faculty and staff, the University has contracted with Chrome River Technologies for their Travel and Expense module. Upon implementation, there will be a paperless,
streamlined travel and expense process that is user friendly and will decrease the
turnaround time for reimbursements. Chrome River Travel & Expense system will also
allow improved enforcement of travel policies.
PROPOSED TIMELINE: April 2019 - March 2020
2023 Spring Future Year - As spring rolls around, staff members begin to create Pre Approvals for future fiscal year travel. In order for the transactions to post to the correct fiscal year, our IT System Analyst updated the encumbrance and liquidation programs for the following logic:
- If the trip end date is greater than June 30 of the current year
Then - Set the transaction date to July 1 of the current year
Else - Set the transaction date to to the current calendar date.
Project Outcomes: July 2022
Project Status:
- Travel Policy Updated - preparing for Policy Review Board review and approval
- System functionality build - completed June 26
- Initial Build testing - June 27 - July 17
- Sprint 1 - phase 1 system updates - July 19 - August 12
- Sprint 1 - core team testing - begin August 13 - September 9
- Sprint 2 - phase 2 system updates submitted October 21 - Updates completed November 15th
- Sprint 2 - user acceptance testing November 20 - January 3
- Sprint 3 - phase 3 system updates - January 10 - January 23
- End-to-End Testing March - June 2020
- Campus Communication - May 2020
- Campus Training - June 2020
- Campus Go Live - July 2020 - Delayed
- Team sign-off - August 24, 2020
- Campus Go Live - July 2022
Project Team:
- Amy Anglin, Business & Finance Reporting and Systems Initiatives
- Barbara Farrar, Information Technology Services
- Carol Laney, University Process Improvement - Testing Lead
- Carroll Keys, Information Technology Services
- Colette Williams, University Process Improvement - Project Manager
- George Ninan, Co-Lead, Accounting
- Justin Fenlon, Athletics
- Kate Sims, Shared Services Center
- Keith Yates, Shared Services Center
- Kerri Reece, Procurement & Contract Services
- Mark Patterson, Athletics
- Rodney Gray, Information Technology Services
- Robin Stewart, Co-Lead, Business & Finance
- Shan Arnold, School of Urban Affairs
Phone: 901.678.2213 | E-mail: processimprovement@memphis.edu