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CASE STUDY: Keele SU supports growing clubs & socs memberships with Student Group Finances

Group of young women in a team

Keele Students' Union logoJune 2019 - In 2017, Keele Students' Union reviewed the admin tasks undertaken by SU staff in ensuring its clubs and societies expenses were accurately managed and no committee member was out of pocket.

This review highlighted the cumbersome nature of their predominantly paper-based expenses system and so the SU took the decision to bring the entire process online using MSL's Student Group Finances.

Since MSL Student Group Finances was implemented in autumn 2018:

  • An estimated 10 hours per week of staff time saved
  • £315,000 worth of expense and money requests processed completely online
  • Over 100 events and activities supported
"MSL Student Group Finances has had a huge impact on the way we operate student opportunities. It has created an easy and consistent approach to managing student group budgets which students have really embraced and, for staff, it has eased processes and reduced the paperwork." - Keele SU Activities

The role of student groups at Keele SU

Group of young women in a teamKeele Students’ Union is proud of the part its clubs and societies play in meeting student engagement and participation objectives.  During the 2017-18 academic year, some 5,500 students were members of student-led groups ranging from academic societies and sports clubs to more esoteric interest groups such as tea appreciation and baton twirling.

One of the projects detailed in the SU’s current Strategic Plan is ‘Active Lifestyles’ - working with student groups, the SU is finding more ways to remove barriers to participation, make it easier for students to try out new activities and lead an active lifestyle. The goal is to see at least 10% more students engaging in student community opportunities by 2021.

Overcoming admin burden

With so many active student groups and enthusiastic committees keen to offer members a variety of year-round activities, SU staff are invariably faced with an endless round of money requests, invoices and expense submissions. Prior to 2018, Keele Students’ Union, like the majority of unions, ran a primarily paper-based service alongside spreadsheets and a standalone finance package to manage these requests and the subsequent payments and reimbursements. Inevitably, paper forms were lost, damaged and completed incorrectly and so the whole request process would start again.

The impact on Finance staff time was immense and whilst processes were well-established, it was recognised that with a growing number of clubs and societies to support, the level of administration required could not be sustained.

"We would often have queues of students waiting to reclaim expenditure, or with a query about their balance. This has now significantly reduced and only students with genuine queries need to come in to finance. We had to post each expenditure form manually to our accounting system which was a huge task and took hours. Now, we import a report from MSL to our accounting system and a BACS file is created. This reduces the finance time spent on this task to around 10 minutes per weekAs everything is online, we have completely eliminated cash given to students which saves more time and makes it safer as they are not on campus with large amounts of money." - Keele SU Finance

Putting paper processes online

Keele Students' Union online clubs and socs resources screenKeele Students’ Union already used the MSL System® - the market leading membership management platform – to support their day-to-day engagement and representation activities. As the SU began the review of their clubs and societies finance processes and the disparate systems involved, MSL completed the development of a new area of the MSL System, Student Group Finances. Developed to support staff and committees, the platform provides digital forms and workflow for income and expenditure requests, configurable workflows and notifications, uses up-to-date account balances direct from the union’s finance system and provides access for staff and committee members using a stringent set of permissions.

In the summer of 2018, the SU began working with MSL to understand how their current manual processes could be transferred to a fully digital platform – and by the autumn of that year, following extensive testing by staff and a select number of student groups, their new Student Group Finances system was implemented.

"We were able to adapt Student Group Finances to our requirements...allowing different types of expenditure and payment methods to be included, making it clearer to use for students and staff. We did extensive testing and liaising for the project with the MSL team through to final implementation, and the day to day managing of the system is now done by our IT department, with MSL support
should we require it." - Keele SU Finance

The benefits for Keele Students’ Union

  • c.10 hours per week of staff time saved by moving to digital processes
  • Easier for clubs and societies to see their balances
  • Societies can request expenditure at any time without needing staff assistance
  • A permanent electronic record of expenditure - no more paper filing
  • Quick and easy to find and check the status of a transaction
  • More than 300 clubs and societies using Student Group Finances
  • £315,000+ worth of expense and money requests processed completely online
  • 100+ events and activities supported since the start of the 2018-19 year
"Student Group Finances has benefited students by allowing them to claim expenses without travelling to campus and freed up SU staff time by having a set process with a weekly payment run." - Dave Brown, Head of Finance, Keele Students' Union

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