SAGE ROADMAP UPDATES

This document outlines the roadmap updates, goals, releases, and targets for SAGE in 2024 and beyond. It includes information on recent releases, upcoming improvements, and planned modifications to enhance workflow efficiency and reduce backlogs within the organization. The focus is on streamlining processes, improving transparency, and optimizing service delivery to support the transition to AWS Cloud by June 2025.

• SAGE
• Roadmap Updates
• Goals
• Workflow Efficiency
• Transparency

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1. SAGE ROADMAP UPDATES Judy Chung Office of Research Information Services (ORIS) September 12, 2024

2. SAGE Goals FY2025 > Improve flow of work and reduce backlogs > Improve transparency and clarity for campus > Service high priority maintenance and production support needs > SAGE Migration to AWS Cloud (required by June 2025)

3. SAGE Recently Released Summer, 2024

4. Summer 2024 Updates - Released! > New Integration: SAGE to Workday Award Setup from Advances Benefits: Reduces manual entry; Faster processing! > ASR/ADV/MOD: Display Workday Award # in Headers > ASR: Display Budget Totals by Object Class & Ledger > Advance Request Form Updates Align the form with layout of ASR & MOD Add fields needed for Workday & future integration > Award List: Filter by Principal Investigator Label change for clarity

5. SAGE Targeted Releases Fall, 2024

6. Fall 2024 Targets Goal: Improve Flow, Reduce Backlogs > Auto-assign eGC1s, ASRs, and MODs to OSP Staff On submit, SAGE automatically assigns to OSP based on rules Benefits: > Reduces triage & manual entry time for OSP > Frees up OSP managers, team leads, and central operations staff for other high value work!

7. Fall 2024 Targets > MODIFICATIONS: Add sub-categories Campus to choose from list of more detailed types of mods Documentation updates will help campus identify information required by subcategory Benefits: > Clarifies request type & information needed, to reduce returns > Can leverage the sub-categories for validations > Can display helpful detail on award request list

8. Fall 2024 Targets > MODIFICATIONS: Add incremental amount to request Campus will enter incremental amount of the change (+/-), along with existing total authorized amount Benefits: > Clarifies Workday setup for GCA > Aids reporting > Easier reconciliation with the budget

9. Fall 2024 Targets > SUBAWARDS: Add Workday Grant and ASR/MOD selections to SAGE Subaward Request Campus to select each, before submission to OSP Benefits: > Clarifies setup & reduces returns by OSP > Reduces errors in linking grant to PO and supplier contract > Expedites processing

10. Fall 2024 Targets > ASR: Expand validations on Award Setup request Campus: Total amount on general information must match total budget GCA: Required fields on line details Benefits: > Prevents returns > Prevents integration errors (GCA fields) > Expedites processing!

11. Fall 2024 Targets Goal: Transparency, Clarity > Improve SAGE Online Documentation Add more helpful, actionable guidance Better integrate SAGE user guides with job aids, web content Benefits: Prevent returns; reduce ambiguity & churn > Improve On Screen Guidance Continue to adjust text on screen to better guide and clarify the entry needs

12. Fall 2024 Targets Goal: High Priority Maintenance & Support > eGC1: Reviewer difficulty accessing attachments & contacts page Work-around: Add them as contact to eGC1 > Award List: Fix data syncing Issues Some missing PI names on MODs Newly added permissions/access to requests

13. Fall 2024 Targets Goal: High Priority Maintenance & Support > Grant Runner: Restore connection to NIH (error checking & PDF) Forms I updates REMINDER!! Use ASSIST until NIH issues resolved > Performance, stability issues Address as they arise > Others as capacity allows

14. Ongoing - FY25 Goal: Migrate SAGE to AWS Cloud > SAGE migration to AWS Cloud Required by June 2025 Existing infrastructure is being retired Q3 & Q4 will see more feature work slow downs as we move closer to migration

15. SAGE Resources & Training

16. SAGE Fall Classes & Office Hours > SAGE eGC1 - September 18 > SAGE Budget - September 26, October 16 > SAGE Grant Runner - October 1 > SAGE Awards & Modifications - October 23, October 29 > SAGE Subawards - November 13 > Office Hours (Zoom Link) September 19, 1 1:30 p.m. September 25, 11 11:30 a.m. October 3, 11 11:30 a.m. October 9, 11 11:30 a.m. October 17, 1 1:30 p.m. October 23, 11 11:30 a.m. October 31, 11 11:30 a.m.

17. New SAGE Training Resources > Find all materials on SAGE Budget and SAGE Awards pages > eLearning: UPDATED! SAGE Awards: Setup, Tracking, and Modifications and SAGE Budget > Videos: Simplifying the Award Budget explainer > Job aids: SAGE Budget: Supplementing the Current Period with a Modification Request

18. SAGE Budget - Subawards Resources > Subawards Checklist from Proposal to Closeout > New SAGE Subaward job aids: How to Set Up Subaward Worksheets on the SAGE Proposal Budget How to Set Up Subaward Worksheets on the SAGE Award Budget Working with Subaward Worksheets and Facilities & Administrative Rates on the SAGE Award Budget

19. Questions