Achievement Award Program

Revenue Recovery Reporting & Analytics Automation

2022 NACo Achievement Award Winner
Revenue Recovery Reporting & Analytics Automation
San Bernardino County, Calif.

About the Program

CATEGORY: Information Technology
YEAR: 2022
The San Bernardino County Auditor-Controller/Treasurer/Tax Collector’s (ATC) Revenue Recovery Division (ATC-RRD) receives a large volume of data that needs to be fully and appropriately utilized to generate 15 daily and monthly collection reports. These generated reports are used to determine the proper payments, adjustments, and transfers to different departments. With the Revenue Recovery Reporting and Analytics Program, ATC can utilize this technological improvement in streamlining enterprise operations, minimizing the operation time of meticulous and time-sensitive tasks. Excel has been the primary standard for business reporting and analysis, however, manually generating these TransCode reports has shown that manual data extraction from the CUBS system and reporting is a process that is tedious, error-prone, and time-consuming. ATC-RRD collaborated with the Information Technology Division (ATC-ITD) to initiate a business process automation on December 17, 2021. The Revenue Recovery Reporting & Analytics Program automates the process of generating daily and monthly collection reports. ATC-RRD staff can use these reports to quickly follow up with the appropriate department to forward the collection monies, improve workflow, capture notes, and minimize processing time and errors. The successful development and benefits of this innovative program are well deserving of the 2022 Achievement Award.
The San Bernardino County Auditor-Controller/Treasurer/Tax Collector’s (ATC) Revenue Recovery Division (ATC-RRD) receives a large volume of data that needs to be fully and appropriately utilized to generate 15 daily and monthly collection reports. These generated reports are used to determine the proper payments, adjustments, and transfers to different departments. With the Revenue Recovery Reporting and Analytics Program, ATC can utilize this technological improvement in streamlining enterprise operations, minimizing the operation time of meticulous and time-sensitive tasks. Excel has been the primary standard for business reporting and analysis, however, manually generating these TransCode reports has shown that manual data extraction from the CUBS system and reporting is a process that is tedious, error-prone, and time-consuming. ATC-RRD collaborated with the Information Technology Division (ATC-ITD) to initiate a business process automation on December 17, 2021. The Revenue Recovery Reporting & Analytics Program automates the process of generating daily and monthly collection reports. ATC-RRD staff can use these reports to quickly follow up with the appropriate department to forward the collection monies, improve workflow, capture notes, and minimize processing time and errors. The successful development and benefits of this innovative program are well deserving of the 2022 Achievement Award. County San Bernardino County, Calif. Featured Resources Announcing 2022 Achievement Award Winners Achievement Award Category Information Technology

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