Education Provider using EBS Toolbox | More4apps

How an Education Provider Changed their Business Model in a Matter of Months

When one of New Zealand’s largest universities was suddenly required to track time and cost of its human resources, their existing systems within Oracle EBS became obsolete and they required a new tool to support a whole new business model – FAST.

Oracle EBS Education Client


Institute of Professional Learning University of Waikato

ERP System

EBS Toolbox


Higher Education


Share on facebook
Share on twitter
Share on linkedin
Share on email

The Client:

The University provides a professional learning program across the education sector in New Zealand, working with schools, Communities of Learning and the corporate sector.

The NZ government’s Ministry of Education (MoE) provides a central fund for the University’s Insitute of Professional Learning (IPL) with which to deliver that program.

However, a policy change meant that the schools who used this resource must apply for allocation and select a facilitator, rather than the University being bulk contracted to deliver those services. The facilitator would then quote the project, and once the quote was approved, would then deliver against the agreed scope, billing either the school OR the MoE directly.

This was a radical change to the IPL’s business model, as they were now essentially a consultancy business. In order to survive, their business processes required significant changes taking into account a number of complexities.


  • Delivery of contracts is charged on a time and material (travel costs) basis, subject to the contract rules and limits. The IPL needed to be able to track, record and bill out all time and cost in order to remain profitable.
  • IPL has over 50 facilitators delivering educational services out of 5 regional offices to the entire country so needed a solution that was ubiquitous.
  • Not only were they required to accurately record time and cost against specific projects, but the planning of human resources needed to be presented in a way that allowed management to review availability and constraints on each of the 50 facilitators.
  • Contracts often span up to 2 years and are normally delivered in blocks (i.e. teacher only days and school holidays).
  • Furthermore, in some cases, 4 or 5 facilitators would be working on the same project spanning 2 years. This is very difficult to control and enter directly into EBS.

Challenges with the current financial system

  • Facilitators availability for future commitments were not visible.
  • Contract costs were not easily obtainable, in particular travel costs.
  • Invoicing, in particular, travel costs were manual and inefficient.
  • Revenue recognition was calculated manually and includes multiple assumptions
  • Reporting was ad-hoc and manually created from extracts and excel pivot tables.
  • Revenue forecasting was difficult.

Business Scope and Requirements

  1. Provide visibility and assist with the management of Facilitators availability and future commitment.
  2. Provide financial information to enable management of the contract, in particular time delivered vs contracted and travel costs.
  3. Enable the efficient invoicing of the contracts, including travel.
  4. Recognize revenue in an accurate and timely manner.
  5. Enable analysis of financial performance to ensure future funding and resourcing levels are appropriate. Including Forecast Revenue.

The Solution:

Fortunately, the university’s research office had already been using the Oracle Projects module and More4apps Budget Wizard for Oracle EBS for many years albeit in a basic way.

The solution for Oracle EBS was to use a custom-designed simple Excel budget spreadsheet into which facilitators could enter their hours and travel costs, and which would be reformatted in the background and uploaded by the admin team using More4apps’ Budget Wizard. The Wizard, in turn, integrated directly with Oracle Projects to enable IPL to perform Time and Materials billing in a timely way, eliminating the need or manual processing. In addition, the More4apps tool allowed IPL management to see their facilitators’ bookings and commitments in a clear visual layout, allowing them to better allocate and manage human resources.

Now, invoices are generated automatically with all relevant contract details, saving administration time and ensuring that payments are received promptly. The ability to identify and invoice hundreds of thousands of dollars in travel disbursements automatically, with full audibility to actual cost transaction, ensures that all relevant disbursements are recovered appropriately. In addition, the Ministry of Education has multiple contract conditions related to the type and amount of travel allowed per contract, and Project Wizard’s configurations allows IPL to easily control these contract conditions.

The business has stabilized allowing IPL to grow and continue to take on new staff (4+ in the last quarter).

Revenue recognition and forecasting is now automated, simultaneously saving hours of time manipulating spreadsheets and improving accuracy.

Newsbox Logo Black

Designed to keep you “in the know”. Be the first to learn about our products, events, our latest initiatives and stay up to date with the latest industry news.