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From the CABINET to the CLOUDOUR PATH TO THE PAPERLESS OFFICE
Steve Canum, Chief Financial Officer
I’m Steve Canum
@stevecanum
I’m a life-long resident of western Michigan, married with two daughters. A graduate of Grand Valley State University and Western Michigan University, I have served in a variety of financial and accounting roles with many leading for-profit and not-for-profit organizations, including Herman Miller, Steelcase, Spectrum Health, and Hope Network Behavioral Health Services.
CFO, SENIOR RESOURCES OF WEST MICHIGAN
Agenda
INTRODUCTION
BACKGROUND
PAST…PRESENT…FUTURE
REFLECTIONS
WRAP UP & QUESTIONS
Senior Resources of West MichiganAN AREA AGENCY ON AGING…SERVING MUSKEGON, OTTAWA AND OCEANA COUNTIES
www.SeniorResourcesWMi.org
https://www.facebook.com/Senior-Resources-of-West-Michigan-461906317225005/
https://www.youtube.com/channel/UCGLopCI54KtoB8jcvJiNmQQ
https://www.linkedin.com/company/senior-resources-of-west-michigan
https://www.guidestar.org/PUT/Overview/7534117
Our Name, Our FocusThe mission of Senior Resources of West Michigan is to provide a comprehensive and coordinated system of services designed to promote the independence of older persons and their families in Muskegon, Oceana and Ottawa counties.
Senior Resources was designated an Area Agency on Aging (AAA) in 1973 by the State of Michigan to administer the federal Older Americans Act as well as the state Older Michiganians Act. We are 1 of 16 AAAs in Michigan…over 600 across the nation.
We serve as the gateway to local resources, planning efforts and services to help older adults, their families and caregivers in Muskegon, Oceana and Ottawa counties.
Our Leadership & Governance…Executive Leadership
Full Board and three sub-committees: Executive Committee, Program & Planning Committee, Finance Committee
Commission on Accreditation of Rehabilitation Facilities (CARF) accredited…National Committee for Quality Assurance (NCQA) in
process
Pamela Curtis, CEO
Our Staff & Provider Network…Our team of over 100 employees, along with 150 independent service
provider organizations support our Mission
Our Stewardship…The Senior Resources of West Michigan Finance & Accounting team of 2.8 FTEs
$26M annual budget…$10M in assets.
Our four primary funding streams: Federal, State, Local & non-governmental
Monthly, quarterly and annually reporting + audit reports
Blackbaud Fundware to Blackbaud Financial Edge NXT® (2015)
Paycor Human Capital Management (HCM) solution & Certify Travel & Expense Management (2019)
Since January 2019…Finance and the entire organization is implementing “paperless”!
Implementing PAPERLESS
The “tone at the top”
Breaking habits…modifying behaviors, processes, and procedures
Understanding the business case
Dealing with what is upstream…and downstream
Selecting and organizing your work tools
Considering the bigger picture
Ongoing monitoring and evolution
Other process notes…
…it’s a process!
POLL QUESTION #2
Implementing PAPERLESS
We have the technology
A new standard for doing business
Cost of securely storing paper isn’t going down
Save more with less paper (clips, staples, highlighters, printers, folders…)
Short term inefficiency vs. long term efficiency
Environmental impact
Support for the flexible workforce…mobility
“LIVING PAPERLESS MEANS FREEDOM” Other reasons…
…the reasons are compelling!
Living paperless means FREEDOMhttps://youtu.be/bClWV3eeETA
DOMINIC ANDRE STÜHLER
Change management & organizational support
CEO & leadership team are champions for change
Company-wide EARTHDAY is EVERY DAY encourages, recognizes and rewards staff - raise awareness, learn more, advocate, and take action…through April 2020
Funding redirected…less printers, more scanners
Spending more time in the “CLOUD”…expanding existing platforms and implementing new solutions
Making progress one department at a time…one day at a time
Accomplishments: Pre-2019Microsoft Office 365 & Outlook email, calendar/scheduling tools
Fax to email communication
Electronic Medical Record (EMR)
Electronic Funds Transfer payment (employees & vendors)
www.seniorresourceswmi.org
On-line, credit/debit card payment options for clients and donors (Stripe)
ACH collection options for client payment
e-Time reporting, schedules, PTO reporting (PAYCHEX Stratustime)
Electronic / email payment notification for Payroll & Accounts Payable (Omatic)
Current Initiatives: 2019 / 2020Digital transformation
Expanded mobility and improved connectivity
Expanded use of Microsoft Sharepoint, Flow, and Teams to manage workflow, storage and retrieval
Paycor HCM and Certify Travel & Expense implementation – HUGE impact!
Implement BOX…a secure on-line collaboration tool with select provider/grantees
Other initiatives…
Vision: Post-2020
No third-party, off-site document storage
Limited on-site document storage
Highly efficient staff working in a flexible setting
On-demand, secure access to key documents for timely decision-making
Other opportunities…
POLL QUESTION #3
ACKNOWLEDGMENTS
ADDITIONAL QUESTIONS,
COMMENTS…
THANK YOU!
@stevecanum
@scanum
facebook.com/stevecanum
linkedin.com/in/stevecanum
https://fortherideinside.com
