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What are the ESR Projects?

ESR TimelineThe Enterprise Systems Renewal (ESR) program examines business systems used across campus. ESR projects address business process and technology needs in key areas including Finance, Academic Administration, Research Administration and Student Analytics.

Projects in the ESR program:

  • Document and analyze current business processes.
  • Procure software solutions using a unique two-step process that takes business needs into account.
  • Build the new systems based on business needs.
  • Implement the systems.

Find descriptions of the current projects below, organized by key systems area. 

Contact for more.

Data and Analytics

Historical and future data for key information areas are kept in Activity Hubs. Individual hubs will be created for the aggregation of development & alumni, employee, facilities, financial, research and student activity data.

Hub data will be available for analytical use through the data visualization tools Cognos and Tableau. Support for each topic and tool will be offered through membership in Communities of Practice.  

Meet the Activity Hubs team.

Download Activity Hubs presentation (PDF)

Research Activity Hub

The Research & Activity Hub will support analytics around faculty appointments and roles, sponsored projects, research compliance and research portfolios, incorporating data from COEUS contracts and grants; Kuali research administration, Interfolio academic appointment and PPS payroll.

Advancement & Alumni Activity Hub

The Advancement & Alumni Activity Hub will support analysis of constituent engagement, campaigns, and financials sourced from BlackBaud, Alumni iModules and more.

Employee Activity Hub

The Employee Activity Hub will support analysis of positions, pay, training, performance and employee engagement, focused on all systems that contain employee-related information including UCPath, PPS, Hire Online and more, 

Facilities Activity Hub

Containing Tririga and CAMS data, the Facilities Activity Hub will support analysis of classroom utilization, building utilization, walk-time, maintenance, planning and events.

Financial Activity Hub

Will merge current financial systems with future financial systems including ledger, budget and student financial information for activity pattern analysis, budgeting and forecasting, multi-fund analysis and tuition revenue modeling.

Student Activity Hub

A central location for multiple sources of student data. ISIS.

This will be the first Activity Hub to launch, with phase 1 testing underway on data to support analysis of enrollment, demographic, major/minor, statistics per term, progression, retention, graduation and time to degree.

The Student Activity Hub will also support analysis of learning analytics, student engagement, student success, applicants/applications, test scores and scholarships, after future phases.

Workflow Activity Hub

Combining data from Identity systems, the Workflow Activity Hub will support analysis of Lean Six Sigma, bottlenecks and provisioning.

Facilities Information Management

Facilities Information Management (FIM) supports the control and automation of information about buildings, rooms and spaces at UC San Diego.

The FIM team is implementing the Tririga integrated workplace management system to ensure the university has access to the most effective space planning and utilization tools available. There are two FIM projects: Real Estate and Space Management.

Real Estate (Tririga)

The real estate project is focused on centralizing processes in Tririga as a single solution.

Tenant agreements previously maintained in the Real Estate Lease Management (RELM) application will be moved to Tririga, and RELM will be retired. Deploying Tririga will consolidate landlord and tenant agreements in one place, automate invoice maintenance, provide better reporting and offer new functionality for configurable lease extraction.

A solution for forecasting and feasibility functionality will also be developed that will improve analysis and decision-making in advance of major real estate deals.

Meet the Real Estate team.

Space Management (Tririga)

The space management project focuses on improved support of the management of administrative offices, research space and safety.

The project’s goal is to enhance workflows, data maintenance, and operational analysis through the enterprise-wide Tririga integrated workplace management system.

Learn more the about Space Management project. 

Meet the Space Management team.

Financial Information System

The Financial Information System (FIS) project is focused on campus and medical centers financial business processes and systems for the general ledger, expense and revenue management, financial reporting and budget governance.

The FIS team has reviewed our current financial business processes to inform the selection of an updated, more efficiently configured financial system. 

Learn more about the Financial Information System project.

Meet the FIS team.

Human Resources and Payroll

Staff Performance Appraisal Project

The Academic Performance Management project is underway to simplify and standardize the performance management process for supervisors and make more meaningful performance appraisals for staff. This project meets the campus’ desire to redesign, update and standardize the process based on IdeaWave campaign feedback received in late 2015.


UCPath is a UC system-wide payroll, benefits, human resources and academic personnel system for all UC locations and employees.

UCPath is replacing the Payroll and Personnel System (PPS) with a modernized and sustainable solution.

Visit the the UC San Diego UCPath website.

Meet the UCPath team.

Research Administration Systems

Conflict of Interest Project (Kuali COI)

The Kuali COI project is managing the implementation of the Kuali Conflict of Interest module, which will help manage the conflict of interest disclosures for sponsored research and related activities.

Learn more about Kuali COI.

Project Change Lead and Change Practitioner is Jennifer Ford.

Protocols Project (Kuali Protocols)

The Altman Clinical and Translational Research Institute (ACTRI) project management team and new subject matter experts are configuring the Kuali Protocols module. In conjunction with policy and
process improvements, the module will help researchers and their teams, Institutional Review Board members and staff and institutional leadership better manage submission, review and oversight of
human subjects research.

Project Change Lead and Change Practitioner is Kip Kantelo

More information on the Kuali Protocols Project to come.

Sponsored Research Project (Kuali Research)

Kuali Research is the product that has been selected to manage the sponsored projects lifecycle, as it relates to pre-award and post-award, in order to best serve our principal investigators and support Research Administration. 

Learn more about the Kuali Research project.

Meet the Kuali Research team.

Student and Faculty Information Systems

Faculty Information Systems

AP Next Project (Interfolio and Faculty180) 

As part of a three year project, the Academic Personnel Services Office and the EVC’s office, in partnership with IT Services, are in the process of migrating from the Academic Personnel On-Line (APOL) Review to Interfolio.

Interfolio is an enhanced "faculty-first" higher education technology that offers a digital solution for faculty review, tenure and promotion. The AP Next project also includes Faculty180 for faculty activity collection and CV creation, and AP Data, an enhanced academic personnel database.  

Learn more about the APNext project.

Meet the APNext project team.

Student Information Systems

The Student Information Systems project is focused on replacement of current student information systems and processes.

Degree Audit Reporting System Project (uAchieve) 

The Campus Degree Audit Reporting System (DARS) is updating to uAchieve combined degree audit reporting, academic planning and schedule building to support student and advisor collaboration for planning an academic career. This project will set the foundation for interactive audits, degree planning, seamless transfer articulation and NCAA tracking and financial aid verification. 

Learn more about the uAchieve project

Meet the uAchieve project team

Student Financial Aid System Project (ProSAM) 

The current campus financial aid application, Student Aid Management system (SAM), is upgrading to ProSAM, which features an easy-to-use interface, uses flexible and secure technology and allows for integration with other campus systems.

Undergraduate Admissions Project (Slate)

Slate is the undergraduate admissions process solution implemented in partnership with campus Admissions & Enrollment Services. Slate contact management, outreach, travel management, online applications and online reading features allow management of all interactions, communications, applications, test scores, relationships and materials for student admissions. 

Slate was integrated with campus systems in early 2018 and has been implemented for the Fall Quarter 2018 incoming class.


Supporting Technology & Infrastructure

The Supporting Technology & Infrasctructure category is made up of the information technology projects that are at the core of the ESR program. In addition to a variety of support functions, infrastructure projects ensure new systems are able to work together and that user access is properly controlled and secure. 

Identity and Access Management (IAM)

IAM is the management of campus system user accounts (identity) as well as the definition of the roles and levels of access a user is granted to each system (access).  

Integration Platform as a Service (iPaaS)

iPaaS is a suite of cloud-based services that allow connection of processes, services, applications and data across systems. iPaaS will provide an application programming interface (API) for connection across UC San Diego's business systems.

Meet the iPaas team.