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SIS Project: What You Should Know (August 2023)

Key Project Milestones and Progress

Here's a quick summary of what's happened on the SIS project since last month's newsletter. You can watch the 90-second video summary or review the bullets below. If you have questions or would like more information about any of the following projects, please reach out to us at

Core Student Information System (SIS) 

  • Project sponsor, Executive Vice Chancellor Elizabeth H. Simmons, is reviewing the vendor selection recommendation presented by the SIS Governance Committee and vendor reference checks are being completed
    • Governance will issue a campus notice announcing the vendor selection once the above has been completed
  • Change management team is working on the following in preparation for project kickoff:
    • Assessment of readiness to start the project
    • Identifying implementation team members
    • Establishing steering and advisory committees as well as a change coalition

Student Financial Planning (SFP)

The SFP implementation team has been hard at work this past month on the following items:

  • Detailed design for Financial Aid Data Loader tool and the Fund Management tool
  • Focusing on the College Financing Plan (CFP), including configuration, development and testing of integrations with ApplyUC and Slate

Financial Support and Payments Tool (FSPT)

The FSPT project is focused on improving the graduate student funding processing. The current work for the project includes:

  • Continuing to develop detailed design for the application
  • Defining roles for the application 
  • Working on interfaces needed for FSPT to connect to other systems

Curriculum Management 

  • Project team is working with vendor to determine duration and timing of a data freeze, so communications with affected stakeholders can begin as soon as possible
  • Change management team is working to establish the steering and advisory committees; the implementation team has been identified and confirmed for the project
  • Readiness assessment for project start is underway

Report Remediation

  • The team continues to work on remediating reports currently used by the Colleges; 26 reports have now been completed in the user acceptance testing process
  • Team members are meeting with a small group of QueryLink report superusers to refine reporting prompts 
  • Meetings with divisions, schools, departments and units are taking place to discuss the future state of reporting and the remediation process, as well as clarifying roles and responsibilities of report developers and consumers in the future state
  • The team is working with Division of Extended Studies (DES) to conduct further analysis on the report inventory and future state

Student Finance

  • The new TritonPay was fully released on August 2, 2023 
  • The Transact for DES implementation team is continuing work with the vendor on the design and configuration of the system, specifically cashiering, payment plans and web services. The specific go-live dates are under discussion with project sponsor and team but here are the tentative dates: 
    • Phase 1 Go-Live is planned for end of August 2023
    • Phase 2 Go-Live is planned for September 2023

Upcoming Opportunities for Engagement

Want to learn more about any of the work happening for the SIS Project? The project’s change team has the following upcoming presentations planned: 

  • Roadshow for Division of Extended Studies (DES) on August 30, 2023
  • Roadshow for Core SIS Project in Summer or Fall Quarter 2023 (date TBD)

The project’s change team will also be meeting with the following groups in the upcoming month:

  • TECHTalk on August 16, 2023
  • Division of Extended Studies (DES) Operations Forum on August 23, 2023
  • Rady School of Management report remediation discussion on August 21, 2023
  • Arts & Humanities report remediation discussion on August 29, 2023

Not part of the above groups but want to meet with us? Reach out to us at; we’d love to meet with you and your team.

Category: Student & Faculty, News