SAGE Update

1
SAGE Update Feedback

• QRAM March 2007

2
Agenda

• SAGE Under Construction
• File Upload Survey Results Next Steps
• Budget Module
• Summary from December feedback sessions
• Long-term vision phasing
• Copy eGC1 Coming Soon! Visit us at BizTech !

3
Under Construction!
SAGE is Changing

• FROM
• Completion Routing of Compliance Form
• enter information about application
• route for internal review process

• TO
• Grants Management System
• upload files
• create budgets
• setup and track awards
• create sponsor forms
• compile Grants.gov applications

4
Project Phases
Early Input Whats important? What do we do first?
Define
User Task Groups (UTGs) formed What will it look
like? How will it behave?
Technical development Build the solution Test and
refine
Design
Controlled release Final testing Train end
users Campus-wide release
Build
Finish Line!
5
File Upload Reminder!

• Current Scope Documents being submitted to
  sponsor only allowed for Grants.gov
• Non Grants.gov applications still paper routing
• Use the Update button to attach replacement
  versions of documents (located on the right
  side)

6
File UploadSurvey Results

• Success!
• Made routing Grants.gov applications easier
• Saved time and walking!
• Over 400 eGC1s have routed with attachments
• Strong demand to open up to all application types
• Some confusion about attach versus update
• Some difficulty uploading large files
• Some concern over whether different colleges will
  have different policy for requiring paper

7
File Upload Next Steps

• Getting feedback about local policies regarding
  paper/electronic review
• Testing upload from various locations and network
  connection types
• Making modifications to improve usability
• Plan to open to all submission types in July!

8
Budget ModuleSummary of Feedback
Define

• Gathered feedback in November and December
• Features requested included
• Salary information pulled in automatically
• Rates Calculations
• Versioning, with option to roll back to previous
  version (suport creation of what-if scenarios)
• Include cost share (so addendum not required)
• Output to sponsor required format
• Export to Excel
• Interview guided process make it like Turbo
  Tax

9
Budget Module Three Views
Define

• UW object code centric basics required for
  budget setup
• Sponsor centric map to sponsor format
  required for S2S with Grants.gov additional
  sponsor formats will be phased in over time
• Interview guided tour tailor the budget
  building process to my needs

10
Budget Module Next Steps
Design

• Form User Task Group to design Phase 1UW object
  code centric view
• If you have a sample budget spreadsheet that
  youd like to share, please email to
  sage-input_at_u.washington.edu
• Will be back out on campus for feedback on
  prototypes (timing TBA)

11
Copy eGC1
Finish Line!

• By popular (and long-standing!) demand
• Being released in April
• Visit us as BizTech for a hands-on look!

12
Get Involved!

• Subscribe to the eGrants newsletter
  http//www.washington.edu/research/oris/subscribe
  .html
• Watch for upcoming user feedback sessions
• Get on volunteer list for upcoming UTGsemail
  sage-input_at_u.washington.edu

Please feel free to contact Darcy VanPatten, SAGE
Project Manager, anytime (darcyvp_at_u)