Administration: Budget File Re-Organization
Problem Statement: Budget files are used and shared by budget staff for a variety of projects and processes. Locating special project files can be challenging at times due to the magnitude and complexity of projects worked on throughout the year. Employee turnover in the last several years has affected the thought process regarding file retention and location storage of electronic files.
Results: There was a lot of low-hanging fruit, allowing the team to consolidate over 20% of our sub-folders in our Budget folder directory. Many “like” folders could be consolidated or grouped together, and “Old” folders created in sub-folders in order to add clarity as to the most up-to-date files while preserving prior drafts.
