August 13, 2021 Update
Testing begins this September! If you would like to know more about testing, we recommend the articles below. Also, FST Testing Lead Sunil Sah has been making the rounds to FST governance groups, so if you’d like to hear him talk about the testing plan, check out the recording of the August 4 Fiscal Administrators' meeting.
July 29, 2021 Update
Finance Strategic Transformation is nearing the end of the configure and prototype phase. We’re closing out a number of activities and getting ready to move forward with the testing phase. The key activity our team is focused on at this moment is getting the next tenant of Workday Financials built and ready for the end-to-end testing that will kick off in September. The end-to-end tenant, as we’re calling this latest build of Workday Financials, will incorporate changes based on insights gained from the second round of Customer Confirmation sessions and other work in the configuration tenant. End-to-end testing kicks off on September 1 and will continue through January 14 of 2022.
July 15, 2021 Update
Heading toward Testing
We’re wrapping up Configuration and Prototype, and soon the team will start building another instance of Workday Financials as we get prepared to move into a new phase: the testing phase. During that phase, the team will test all of the business processes we’ve been developing from end to end, making sure all the technology flows as we expect it to and making tweaks where we find issues. There will be more information coming soon on what the Test phase will be like, so stay tuned.
April 29, 2021 Update
The System Remediation Network has started establishing subgroups intended to help members connect in smaller numbers to discuss remediation-related topics more specifically. The plan is to create about 10 subgroups with about 10-15 system owners each. The groups will meet monthly, and the full SRN meetings will continue monthly as well. Read more on the blog.
March 11, 2021 Update
The System Remediation Network is the group of folks across Grounds who have systems that work with Oracle currently that are going to need to work with Workday. Scot Thornton is heading up that area of the project. You can see what the SRN has been up to by checking out their space in the online community – go visit them now! If you have a question about a system in your area, reach out to Scot!
February 25, 2021 Update
The Reporting and Analytics team has been busy behind the scenes. They’ve been meeting with the Spend team to figure out how to handle new reporting requests, and working with the Office of Sponsored programs to better understand their reporting requirements.
December 15, 2020 Update
The Reporting & Analytics team is working on the development of reports for their first spring cycle, and the Technical Team is continuing with the System Remediation Network.
November 12, 2020 Update
The Technical Team is working on setting up conversion mapping sessions, and scheduling additional sessions to address questions around data scope and source systems. They’ve also completed loading gifts data into the first tenant build.
The Reporting and Analytics Team has been drafting initial report design documents for customer accounts, grants management, and business assets.
October 29, 2020 Update
The Technical Team is preparing to kick off the System Remediation Network this November. They're also working on the conversion mapping sessions and have adjusted the schedule for the grants Management functional area. They have identified 35 system integrations to be designed and developed as their first priority.
The Reporting and Analytics Team is working on initial drafts of report design documents for Core Financials and holding reporting requirements gathering sessions with Business Assets, Projects, Financial Accounting, Banking and Settlement, and Gifts and Endowments Functional areas.
September 24, 2020 Update
The Technical Team has completed data scope analysis for suppliers and sub-recipient conversions and has begun supplier extracts modifications to support subrecipient conversion.
The Reporting and Analytics Team are continuing discussion with other functional leads within the project tto review and analyze reporting user stories for supplier accounts, internal service providers, accounts payable, procurement, purchasing, and expense.
September 10, 2020 Update
The Technical Team: The COA to FDM mapping approach completion date will be delayed by two or more weeks. Read more on the latest with FDM here.
- Continued data scope analysis for suppliers and sub-recipients conversions.
The Reporting and Analytics Team:
- Reviewed reporting user stories for Grants Management based on reports list provided by the Office of Sponsored Programs.
- Collected reporting requirements/user stories for Spend.
August 27, 2020 Update
The Technical Team continues to work on the high-level data conversion timeline and planning for the configuration and prototype stage. They’re working on a tactical-level plan for the initial UVA Workday tenant, and continuing discovery on system integrations.
The Reporting and Analytics Team is conducting analysis of user stories for the Business Assets Functional area. They’ve met with the financial accounting, payroll costing, and grants management teams to discuss collection of high-level reporting requirements and user stories.
The System Remediation Team engaged with University Physician’s group stakeholders to develop requirements for their enterprise resource planning, Epicor’s system remediation.