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What are the ESR Projects?

ESR-Timeline-with-projects-0419.jpgThe 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.
  • Train system users and ensure business continuity from old systems to new.

Find current projects and descriptions below or visit individual project pages for more information.

Contact esr-team@ucsd.edu with questions.

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.

Analytics and reports can be run against hub data using the data visualization tools Cognos and Tableau.

Communities of Practice provide training and support for users of the hubs and analytics tools.

Meet the Activity Hub projects team.

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.

Also included is data from the former Real Estate Lease Management (RELM) application, moved to Tririga, consisting of landlord and tenant agreements.

Financial Activity Hub

The Financial Activity Hub merges current financial systems with future financial systems to include ledger, budget and student financial information for activity pattern analysis, budgeting and forecasting, multi-fund analysis and tuition revenue modeling.

Research Activity Hub

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

Student Activity Hub

A central location for multiple sources of student data, including ISIS, the Student Activity Hub was the first to launch, with 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, in future phases.

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.

Learn more about the Real Estate project.

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 about the Space Management project. 

Meet the Space Management team.

Faculty System

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.

Financial Information System

Financial Information System Project (Oracle Financial 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

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.

Visit the UC website for the UCPath project.

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.

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 Systems

Student Information System

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

Learn more about Student Information System project.

Degree Audit Reporting System Project (uAchieve) 

The completed uAchieve project is an upgrade to the Campus Degree Audit Reporting System (DARS),  combining degree audit reporting, academic planning and schedule building to support student and advisor collaboration for planning an academic career.

DARS sets 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 ProSAM project is completed. ProSAM features an easy-to-use interface, flexible and secure technology and 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. 

The Slate project was completed after integration with campus systems in early 2018 and used for the incoming class, Fall 2018.

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. 

Enterprise Document Management System (OnBase EDMS)

The OnBase Enterprise Document Management System supports workflow, document management, storage/retrieval, retention and data control.

This project will migrate and merge two current on-premise OnBase EDMS instances into a single cloud-based solution for Enrollment Management and Health Sciences.

Enterprise Identity Management (EIM)

EIM 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.