UWFT Program Welcomes New AVP
November 19, 2018
I am pleased to announce that Ed Loftus will be joining UW as the new Assistant Vice President for Finance Transformation.
Ed is currently Executive Director for Business Planning, Systems and Budget for Bucknell University. Ed led Bucknell’s planning, budgeting, auxiliary operations and administrative systems, and he led Bucknell’s implementation of both Workday Financials and Human and Capital Management. Prior to Bucknell, Ed was Director of Business Initiative Development and Delivery with Prudential Financial-Retirement. Ed holds a bachelor's degree in management from the University of Scranton and an MBA in finance from the University of Notre Dame. He is a certified Project Management Professional and has taught as an Adjunct Professor of Management at University of Scranton.
Please join me in welcoming Ed to the UW.
Provost Mark Richards, New EVPFA Executive Sponsor
November 5, 2018
The following message was sent to members of the UWFT Governance Teams:
I’m pleased to share that our provost, Mark Richards, has agreed to become UWFT’s new Executive Sponsor. In this role, Provost Richards will lead the program sponsors in defining the scope, schedule and budget for this important effort, and help to drive decisions supporting readiness and implementation of this transformation. Provost Richards will also directly involve President Cauce in any issues that require her engagement, particularly with regard to resources across the UW/UWM to support UWFT during this multi-year effort.
UW Finance Transformation Gains Momentum
(UW-IT Insights Article)
October 1, 2018
A major, multi-year initiative to replace the University’s legacy financial systems with a modern cloud-based system is gaining momentum, achieving key milestones and staying on track for completing the Readiness Phase by June of 2019.
UWFT Formally Selects Vendor for Readiness Phase
August 15, 2018
Sent on behalf of Brian McCartan:
I’m pleased to announce that the University of Washington has formally signed a contract to partner with Deloitte for the remainder of the Readiness Phase of the UW Finance Transformation (UWFT) program.
An Enormous Thank You – Benchmarking & Data Gathering - Message from Brian McCartan and Ann Anderson
August 3, 2018
On behalf of the entire UWFT Program: THANK YOU!!
Each and every unit within the University of Washington has successfully responded to our information requests for the Finance Transformation Benchmarking & Data Gathering effort.
The result: On time! One hundred percent participation!
Two days remain to complete Benchmarking & Data Gathering surveys
July 27, 2018
As you know, the deadline to complete the five data requests is in three business days: Tuesday, July 31, 2018. All units must mark as Complete or N/A all five key areas: (1) Benchmarking, (2) Systems, (3) Reports, (4) Process Maps/Inventory** and (5) Integrations here.
Deadline is approaching for Benchmarking and Data Gathering surveys
July 23, 2018
The deadline to complete the five Benchmarking and Data Gathering requests is in seven business days: Tuesday, July 31, 2018. Each unit is responsible for providing data or marking them as “N/A” for all five key areas: (1) Benchmarking, (2) Systems, (3) Reports, (4) Process Maps/Inventory, and (5) Integrations.
Ongoing Mobile Support Units (MSUs) and UWFT Office Hours
July 10, 2018
For staff participating in the Benchmarking and Data Gathering process, UWFT continues to deploy Mobile Support Units (MSUs) across the University as well as host regular "Ofice Hours" at PCH. Details can be found on the "Help" section of the Change Network site, and be sure to regularly monitor the Announcements page of the Change Network for helpful news and information.
Support offered for Benchmarking and Data Gathering process
June 20, 2018
To support units in this process, the UWFT team held four in-person training sessions for Unit Administrators in early June. This week and next, we will also be holding in-person sessions to help orient the technical and functional experts to the SharePoint site and the surveys. We will also be deploying Mobile Support Units (MSUs) across the University and hosting "Ofice Hours" to provide hands-on support. Details about these sessions, MSUs and Office Hours can be found on the "Help" section of the Change Network site.
Campus Message: UWFT Launches Benchmarking and Data Gathering Process
June 6, 2018
Today, we are officially kicking off the Benchmarking and Data Gathering process for the University of Washington’s Finance Transformation (UWFT) program. The UWFT Program, including our sponsor leadership (comprised of representatives from various University units and locations, including UW Medicine) have agreed that the benchmarking and data gathering efforts will take place from now through July 31, 2018. It is important that all units complete this work no later than July 31 as it is critical to follow-on activities.
Campus Message: UWFT update from Jeff Scott, Jacqueline Cabe and Brian McCartan
May 15, 2018
Recently, Jerry Baldasty and Jeff Scott communicated to campus leadership the University of Washington’s decision to replace its legacy financial systems with Workday Finance. This transformation will undoubtedly involve a long and winding road. Our successful progress along the way is closely linked to how we shape our roadmap now.
Campus Message: Excerpt
March 1, 2018
The University of Washington is committed to sound financial management, whether related to forecasting, budgeting, administering research, or stewarding gifts and endowments. We are moving forward with the next phase of the UW Finance Transformation (UWFT) program and have made the decision to replace our legacy financial systems with Workday Finance.