Posted: 10/17/2023
In response to valuable feedback from our campus community and with a commitment to providing more effective user training solutions, the Enterprise Systems Renewal (ESR) program will decommission the WalkMe Digital Adoption Platform on December 15, 2023. WalkMe was brought to campus by the ESR program as a temporary solution to support user...
Posted: 3/9/2022
There have been multiple successful instances of WalkMe implemented across all areas of campus, from small systems with fewer than thirty users to enterprise-wide systems that are core to university business. These successful implementations have relied on the input and feedback of business owners and, especially, system users. WalkMe is an...
Posted: 1/19/2022
Of all the Enterprise Systems Renewal (ESR) program’s system implementations, the financial systems launch has been the biggest challenge for our campus community. The launch required significant change in how we conduct financial management and was unfortunately impacted by the considerable change and resulting stress of a global...
Posted: 8/17/2021
After the major transitions from Legacy Payroll / HR, and Financial Mainframe Applications to UCPath and the new Financial Information System last summer, it was important to ensure we had real-time access to legacy data for an additional fiscal year for activities such as reconciliation and variance reporting. As of August 1, 2021, view-only...
Posted: 4/13/2021
Calling all decision makers, analysts and data aficionados. We are proud to announce that reports.ucsd.edu, the current location for enterprise system and cross-system reports, will be upgraded soon to the Business Analytics Hub, also known as BAH! Starting late April 2021, all reports that are currently available via reports.ucsd.edu...
Posted: 1/7/2021
We are excited to announce the upcoming launch of Oracle Planning and Budgeting in late January 2021! This new system will make way for a bottom-up budget development for UC San Diego delivering a thoughtful design and uniformity across budgeting moving forward. Not sure if you're responsible for preparing the budget for your Financial Unit...
Posted: 11/19/2020
ESR projects - new, in progress and already launched - have been going non-stop with project planning, implementation and all of the work that follows a system's go-live. Here's a look at some of what's been happening as reported by members of each project team: AP Next Biobib Project – Change Practitioner: Heather...
Posted: 8/17/2020
The Financial Activity Hub (FinAH) is now live and in production with Oracle General Ledger data and the new Common Chart of Accounts. Future releases, anticipated on a monthly basis, will include Project Number, Expenditure Organization, Expenditure Types, Task Number, Award Number and Funding Sources (Oracle PPM data) and Budget. The launch...
Posted: 7/14/2020
UC San Diego’s Financial Information System (FIS) project is live with the release of Oracle Financials Cloud, a world-class financial system, and Concur, a new travel and expense system. FIS is a signature component of the Enterprise Systems Renewal (ESR) program—the largest technology improvement program ever undertaken at...
Posted: 6/15/2020
In less than two weeks on July 1, Oracle Financials Cloud and Concur will go live as part of our Financial Information Systems (FIS) project. This milestone is more than two years in the making and has involved participation from hundreds of staff members across campus, the Foundation and UC San Diego...
Posted: 6/1/2020
As we make this major transition to a new financial system, it’s important to make sure we close out IFIS accurately. Most of you will be closing out FY20 financial activity in IFIS, our legacy system, through July 10 for Prelim and July 17 for VC Cutoff. See ledger cutoff dates here. This means you’re...
Posted: 5/13/2020
July 1 and the Oracle Financials Cloud and Concur go-lives are a mere 40 days away. Now is the time to get familiar with dates and deadlines for the transition, or cutover, between current financial systems and the new Oracle and Concur platforms. This one-pager has the basics; please review and share within your department. Here is a...
Posted: 1/23/2020
Image courtesy of @Krispy Kreme @andreacrofts Change is Coming It’s a time of significant change, both on- and off-campus at UC San Diego. We’re seeing new technologies, discoveries and revolutionary social changes. However significant these changes may be, they really hit home when they affect us on a personal level. Such...
Posted: 12/17/2019
Announcing the upcoming soft launch of the new UC San Diego Planning and Budgeting System (UCSDPLAN) We are excited to announce that the new UC San Diego Planning and Budgeting System (UCSDPLAN) will soft launch February 2020 for Pilot Group Users! Find out more about the Pilot and Non-Pilot Group here and responsibilities during the...
Posted: 9/26/2019
A little over a year ago the campus began the Financial Information System project in earnest and last November announced the selection of Oracle Financials Cloud (OFC) as UC San Diego's new comprehensive financial management solution. Projected to go live in 2020, Oracle Financials Cloud will provide a modern, intuitive solution to...
Posted: 9/13/2019
The implementation of the new financial system (Oracle Financials Cloud) has provided UC San Diego with the opportunity to evaluate and refresh many processes and technologies. As a central business office with many applications and processes that generate financial transactions, Integrated Procure-to-Pay Solutions (IPPS) seized the moment to...
Posted: 3/19/2019
The UC San Diego Chart of Accounts Online Q&A Session Watch the Financial Information System team in a university-wide, two hour question and answer session on the Chart of Accounts. Presentation Topics After a presentation on the Chart of Accounts, the session was opened to campus staff to ask their questions and receive real-time...
Posted: 2/15/2019
Watch the January Town Hall On January 31, the Financial Information System project team hosted a campus-wide Town Hall to talk about the new Oracle financial system and its benefits. Town Hall Topics and Speakers:Benefits of moving to a new financial systemChief Financial Officers Pierre Ouillet and Lori DonaldsonThe...
Posted: 11/20/2018
As senior director, internal controls and accounting, I’m responsible for all corporate accounting, financial reporting, internal controls and compliance for UC San Diego. I’m also the project build lead for the Financial Information Systems project (FIS), which basically means I’m responsible for making sure we...
Posted: 11/20/2018
Instituting best practices in Oracle ERP Cloud to support process excellence, better operational performance and innovation. The Financial Information System (FIS) project is part of the Enterprise Systems Renewal (ESR) program that will transform and streamline core business and administrative processes. UC San Diego has...
Posted: 11/13/2018
Downstream Data Use Inventory:Financial Information System Needs You! Adam DiProfio and Arlynn Renslow, Financial Information System Change Leads Why an Inventory? As the Enterprise Systems Renewal (ESR) program reviews and updates our major campus business systems (finance, student, HR, research, facilities, etc.), the way we access data is...
Posted: 10/19/2018
Image courtesy of OiMax More than 40 key staff representing all areas of campus, the Medical Center and Foundation have been working hard as a team over the past year to define a new Chart of Accounts in support of our new financial system. Last week we had a wrap up session and debrief with the group to finalize the overall chart...
Posted: 9/20/2018
Vice Chancellor of Research Sandra Brown speaks to campus research administrators The third annual Research Administrator Appreciation Day celebrating the dedication and support of UC San Diego’s research administrators (RA) drew a crowd of over 300! At the September 7 event, Vice Chancellor of Research Sandra Brown was the...
Posted: 6/20/2018
It’s no secret that UC San Diego has historically avoided conducting Requests for Proposal (RFPs) for high-value goods and services. The RFP process has been cumbersome due to the requirements to demonstrate fair competition among potential bidders, so avoiding it was understandable. “More is...