Tag: data

When to Say No

I recently overheard two employees chatting with their supervisor. “We want to learn Excel” they said. “Can you teach us?”  They do not need to know Excel for the work they do currently.  Much of the time they are doing data entry.  However the next position up the pay scale uses Excel extensively.  The supervisor

Read More

Year End Closing Powerpoint

I have posted a Powerpoint presentation on the Year End Close.  Yes it is one of those presentations with lots of text and no interesting pictures.  However, not all presentations are of the Steve Jobs variety. This presentation is designed for school business professionals new to the year end close process, and it is designed

Read More

Technology and Job Descriptions

When you work in the Business Office, you have to stick your nose into everyone’s business.  For example I remember getting involved in a controversy about job descriptions for clerical positions at school sites.  Wouldn’t that be an issue between Human Resources and school principals, you ask? Well, no.  Not when you are charged with

Read More

Hiring an Analyst: Inside Scoop

In a school district business office there is usually a position called Budget Analyst.  When I first went to the Pretty Big School District I needed to fill a Budget Analyst vacancy.  I started by talking to current staff to see who would be interested in applying.  One (I thought) promising employee asked “do you need to

Read More

Interdepartmental Charges

What kinds of charges are billed between departments? Custodial costs for school civic center use and custodial services provided to lessees, charter schools, preschools, food services Field trips Vehicle repair Maintenance charges to schools, charter schools, and lessees Catering provided by the Food Services department Duplicating Fingerprinting and other on-boarding costs Mailing costs Here’s an example

Read More

Data Woes

Every business transaction creates data.  Ensuring easy and efficient transaction entry is on the top of everyone’s list when evaluating a new financial system.  However, information must not only get into a system it must get out again.  The main methods of retrieving data are canned reports, and dumping data into Excel for ad hoc analysis. The Dangers

Read More