Bulletin: 2018 Survey Feedback and Action Plans (Last Updated: October 18, 2018)

In spring 2018, Financial Management Services (FMS) reached out to its users across campus and asked for feedback on its programs, products and services. This survey is one of the many ways that FMS seeks to continuously improve how it supports seamless and efficient financial administration at Stanford.

The Client Satisfaction Survey asked users about their experiences with specific financial tools and services. While the survey featured more than a dozen systems and services, respondents were only asked to complete the sections that were applicable to them. In addition to measuring satisfaction with existing programs and services, the survey also asked about specific changes that stemmed from previous feedback to validate and assess further need in those areas.

Approximately 3,600 faculty and staff responded to the survey, yielding hundreds of comments and suggestions across FMS, including payroll services, purchasing and payment methods, supplier setup, expense requests and financial transaction approval.

In summer 2018, detailed results were presented to FMS leadership and business process owners to incorporate into the annual strategic initiative planning process. Action plans stemming from the feedback have been aligned to performance year planning and are currently underway; including system enhancements, the re-design of Stanford's Gateway to Financial Activities (Fingate), improvements to support resources and analyses of financial policies and workflows.

Below is more detail about specific actions that have come out of the survey, updates that have occurred over the past months and related information and resources we think could be helpful to our users. We hope that you continue to check back to see our progress and stay engaged with us as we support the campus in their financial activities.

If you have questions about this article, please contact FMSCommunications@stanford.edu.

Feedback Themes and Action Plans (Expand / Collapse All)

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