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What Are ESR Projects?


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Projects within the ESR program address business process and technology needs in key areas such as Finance, Academic Administration, Research Administration and Student Analytics.

Every project will:

  • Document and analyze current business processes.
  • Procure software solutions using a unique two-step process.
  • Build the new systems based on business needs.
  • Implement the systems.
  • Train system users and ensure continuity from old systems to new.

Find projects, descriptions and links to more information withing each key area below.

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. The hub will focus on all systems that contain employee-related information including UCPath, PPS, Hire Online and more. 

Facilities Activity Hub

The Facilities Activity Hub will support analysis of classroom utilization, building utilization, walk-time, maintenance, planning and events. This hub will contain Tririga Space and CAMS data as well as data from the former Real Estate Lease Management (RELM) application. RELM data has moved to Tririga Real Estate and consists 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's Research administration, Conflict of Interest and Protocols, Interfolio academic appointment and PPS payroll.

Student Activity Hub

Now live, The Student Activity Hub is a central location for multiple sources of student data, including the Integrated Student Information System (ISIS). The 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.

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

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 System is Live

Tririga Real Estate centralized processes in Tririga as a single facilities solution. Tenant agreements previously maintained in the Real Estate Lease Management (RELM) application will be moved to Tririga, and RELM will be retired.

Tririga consolidates landlord and tenant agreements in one place, automates invoice maintenance, provides better reporting and offers 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 System is Live

The space management project improves 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, has migrated 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 includes faculty activity collection and CV creation, and an enhanced academic personnel database.  

Learn more about the APNext project.

Meet the APNext project team.

UC Outside Activity Tracking System Project (UC OATS)

The UC OATS System is Live

The UC OATS project manages the implementation of a systemwide outside activity tracking system for faculty, which helps track and manage conflict of commitment disclosures for Category I, II, and III activities per the APM Section 025 - Conflict of Commitment and Outside Activities of Faculty Members and the APM Section 671 - Conflict of Commitment and Outside Activities of Health Sciences Compensation Plan Participants.    

Learn more about UC OATS.

Meet the UC OATS team.

Financial Information System

Financial Information System Project (Oracle Financials)

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 current financial business processes to inform the selection of the updated, more efficiently configured financial system, Oracle Financial Cloud. 

Learn more about the Financial Information System project.

Meet the FIS team.

Human Resources and Payroll

Ecotime Timekeeping

Ecotime will be replacing and consolidating MyTime and other campus time reporting systems to better integrate with the UCPath payroll and benefits system.

Read more about the Ecotime project and the systems it will be replacing.

Meet the Ecotime project team members.   

Staff Performance Appraisal Project

Staff Performance Appraisal is Completed

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.

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 UC San Diego 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 System is live. 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 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, 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)

The Kuali Research System is live. 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.

Meet the Student Information System team.

Degree Audit Reporting System Project (uAchieve)

The Degree Audit Reporting System is Live

The 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 System is Live

ProSAM, and upgrade to the previous SAM system, features an easy-to-use interface, flexible and secure technology and integration with other campus systems.

Undergraduate Admissions Project (Slate)

The Undergraduate Admissions (Slate) System is Live

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 was used for the Fall 2018 incoming class.

Supporting Technology & Infrastructure

The Supporting Technology & Infrastructure category is made up of information technology projects that are at the core of the ESR program and campus operations.

In addition to supporting 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.

Learn more about the EDMS project.

Meet the EDMS team.

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. 

Client Relationship Management

The Client Relationship Management (CRM) Project is focused on delivering best-in-class customer service to our campus and affiliates. The primary outcome will be to transition support currently provided by ASK and other platforms into a new, centralized UC San Diego Service & Support Portal. 

Read more about the CRM project

Meet the CRM team