2018-19 Annual Report

Goal 3: Financial Systems

The finances of an organization such as ours can be complicated; our sales-generated revenue is supplemented by state appropriations, fee for service contracts and federal grants and contract sponsors. Keeping up with the financial side is aided by streamlining our financial management processes with new technology.

In 2018–19, IES:

  • Salesforce modifications resulted in two new apps: one for managing requests for independent contractors which came online July 2018, and one for managing purchase request which came online January 2019
  • Utilized data analytics and reports in Salesforce to monitor financial performance
  • NC State’s OIT Enterprise Application Services addition to several key financial system tools in Peoplesoft Modules, such as grants and the voucher center, created new opportunities for oversight on financial data