News
New supplier management software PaymentWorks goes live on October 18, 2021. This is a change from the original go-live date of September 27. This new date will give us the necessary time to make sure the large volume of transactions between our bank and the system itself is moving smoothly. We believe those few more days of testing will help us to ensure as few bumps in the road as possible when we do go live. TSM will be open for first-time supplier registrations between Fr
UVA's journey with Adaptive Planning, Workday's Planning & Budgeting tool, truly got underway in 2019 (which, in the current way that time passes, might feel like a decade ago) when Batten, Arts & Sciences, and the School of Education & Human Development undertook a pilot of the software system (then called Adaptive Insights). That pilot was Adaptive 1.0. In the midst of the successful pilot, just as team lead Elissa Morton was reaching out to other schools and units to expand the
Devin Foster, DHA, MA Devin Foster, budget analyst in the Office of Financial Planning & Analysis, earned his Doctor of Healthcare Administration from the Virginia University of Lynchburg this August. He is a part of the first cohort to graduate from their DHA program.Foster's internship was completed at UVA Medical Center under Chief Operating Officer Jody Reyes and staff. "I have always wanted to go to and graduate from a Historically Black College & University like VUL
When UVA adopted the University Financial Model six years ago, it was a vast improvement from the target-based system we had been using. The new model, often referred to as the UFM (you've surely heard it called “YOU-fum”), meant that resources would be allocated based on activity levels like enrollments and research activity. Now, in 2021, with new University leadership in place and many financial changes underway, the UFM is under review to make sure it supports efforts to achieve 2030 strat
The Office of Financial Planning & Analysis is looking toward the future state with an eye for continuous improvement. The OFP&A team, led by Katie Walker, is engaging in monthly workshops where they review their processes. The sessions are facilitated by Angela Knobloch.Continuous Improvement is a key part of Finance Strategic Transformation, and as OFP&A sees it, now is the right time to make sure their processes are serving their needs and their stakeholders' nee
Contributed by Patty MarburyAs we move into the testing phase of Finance Strategic Transformation this September, Workday Financials training will likely be increasingly on peoples' minds. As we shared recently, there won't be a practice tenant or "sandbox" that people will use, but you shouldn't worry about being ill-prepared at go-live on July 1, 2022. The FST Team has a solid plan to have you comfortable with the system within the next ten months.The key parts of that plan a
The next cohort of UVA's Cornerstone Program has been chosen, and among the 30 participants will be Onyi Odumosu. Odumosu is a senior project manager within the Finance Strategic Transformation project. Candidates for the Cornerstone Program are nominated by Vice Presidents and Deans, and they are high performers who demonstrate leadership and management qualifications necessary for future senior leadership potential. Participants collaborate on team projects over th
It's one of the most popular questions in FST: What's going to happen with Recon@?As you've read before in the blog, the FST team has been working with stakeholders to find a way to build in real-time approvals on the front end, thereby reducing the need for detailed month-end reconciliations -- in short, no more Recon@. However, we also heard you loud and clear that we need to provide the kinds of reports and processes that give you what you need for certification and transaction mo
The climb is steep but we've got this!The beginning of September starts a new and exciting phase of Finance Strategic Transformation: Testing! Read more about testing here.But before we begin testing, we will bid adieu to the Configure & Prototype phase. In this phase, the team built two tenants of Workday Financials and revised each of those based on the feedback provided by you, our stakeholders, in two rounds of Customer Confirmation Sessions. As we exit
Our goal in UVAFinance is to build towards using Salesforce to track all communications around support and engagement. Sometimes, stakeholders still email our personal boxes directly instead of sending requests to shared boxes. If that happens to you, forward the email to the appropriate shared address in SF to create a case. Jack Jensen created a job aid this week to clarify how to do this. You can find it in the Quick Links in the lower-left corner and via this link: https://training
The Office for Sustainability is pleased to share that the 2020-2021 UVA Sustainability Annual Report is complete and online for your viewing at https://sustainability.virginia.edu/sites/sustainability/files/2021-08/…
Want to listen to this update instead of reading it? Click here to tune into the WFST Broadcast!No time to read paragraphs? Check out "Five Things to Know about WFST"Foundation Data Model As we’ve reported prior to today, representatives from schools and units got together on August 3 for an FDM Mapping Kickoff session. Participants got an overview of the mapping timeline and process and were assigned to work in collaborative groups with similar schools and units in order t
1. FDM Testing is underway and will continue through March 2022. Read more on the blog.2. There will not be a "sandbox" or practice tenant of Workday Financials, but stakeholders can still expect opportunities to get comfortable with the tenant. Read more here.3. The FST Reporting & Analytics Team is meeting with a focus group to provide usability feedback on Workday Financials reports. Read more on the blog.4. FST web content is moving: as a part of UVAFinance's new,
The Reporting & Analytics Team (R&A Team), in partnership with Change Management, is currently forming a focus group to provide usability feedback on Workday reports. The group will first meet on the 17th of August and is composed of around 12 stakeholders who are financial analysts, fiscal administrators, and grant administrators from schools and other units. The R&A Focus Group will meet bi-weekly for one hour over the next few months to analyze high-priority financial reports that
There is some confusion around data found in UBI and Adaptive Planning. Sometimes the numbers in each system don’t match up, so people are wondering what the source of truth should be when this happens and if there is any value in trying to reconcile the numbers. Some design differences in the way the UFM model and the BBA reports treat some items have always been present. For example, the Sources/Uses format moves F&A expenses up to offset Grants & Contracts revenue rather than showing
Save the date for virtual fall training with Records & Information Management!The full schedule is available here. Sessions include:Paperless Office: Scanning Guidelines on September 9 and November 4Shared Drive Clean-Up on September 21 and November 16Email Management on October 7 and December 2Microsoft 365: Automating Retention on October 19 and December 14Register now for the first offering of Paperless Office: Scanning Guidelines. Registration for each of the remaining webinars will open
CI Tips brought to you by the Continuous Improvement Committee and CI-minded UVAFinance FST Intern turned part-time employee, Jack SherwoodRead more about Jack here.Tip 2: Hybrid Meetingsfrom Jack Sherwood and Kriszti KissIn the coming months of a hybrid working environment, new challenges will present themselves as some folks return to the office while others remain remote. The focus of this post is to combat the disruptions that will occur in meetings. Zoom has its benefits of substantia
Jack SherwoodThe FST Change Management Workstream is happy to welcome Jack Sherwood as an official part-time team member for the remainder of the project. Sherwood, currently a fourth-year at UVA, started as an intern for the Change Management team earlier this summer. “Given my positive experiences in performance improvement and industrial organization,” Sherwood explains, “an opportunit
Supplier Diversity is pleased to announce the availability of its Inclusive Excellence Reporting Dashboard in UBI. Features of this dashboard include the ability to:View spending history over the past three fiscal years with suppliers by SWaM (Small, Woman, and Minority-owned) or Local Business type.Search for SWaM-certified or Local suppliers used by department, expenditure type, or SWaM certification type.Benchmark your VP Organization’s or department’s spending with SWaM businesses
The TravelUVA team presented the "Back to Travel" webinar on August 5 to an audience of nearly 300. If you missed it, or if you'd like to revisit it as an attendee, you can find the presentation video, slides, and Q/A on the TravelUVA site here.Thanks to everyone who attended and remember you can always submit questions about travel to [email protected] Happy travels!
As part of the Finance transformation (FST), the project team has determined a way to streamline the expenditure credit process for end users. Through the new approach, those in the schools/units will be empowered to have more control and ensure that credits make it back to exactly where they want them. The decision has been made (off to receive formal signoff next) to use ad hoc bank transactions in Workday Financials in order to record expenditure credit deposits against their original spend c
On August 3, representatives from schools and units participated in an Foundation Data Model (FDM) Mapping Kickoff session. You may access the video of the FDM Mapping Kickoff session here. The session provided an overview of the anticipated mapping timeline and process, and participants had the opportunity to meet with their pod. As part of the support for mapping, representatives have been assigned into collaborative groups (pods) with colleagues whose work area has similar need
You may have heard that UVAFinance is reshaping its web presence (see the article linked below for more information). The first iteration of the new site goes live on August 16, and Recon@ content will be one of the first sites to have content present on the new location. More info: Phased Rollout of new UVAFinance websiteRecon information is on our new page now, and you can see it here: https://uvafinance.virginia.edu/ (just scroll a bit and look in
Save the date: We're planning a Fall Fling for this September 28th in the Carruthers North Parking Lot. More information will be shared soon; for now, mark the date on your calendar!