Past Town Halls
UC Riverside’s Impact23 program is a multi-year initiative to modernize our financial systems. As part of our efforts to prepare and educate the campus, the program team hosts Town Hall sessions to provide updates and share critical information.
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Faculty and Staff Town Hall - Financial System Replacement Program: Thursday, Feb. 16, 2022
In this kickoff Town Hall, the program leadership provided a comprehensive overview of the Impact23 Program:
0:00 - Welcome and Agenda
3:48 - Impact23 Program
6:50 - What is Changing?
12:12 - Reasons for Change
15:52 - Program Success Factors
17:24 - Mission & Guiding Principles
21:08 - Impact23 Timeline
22:53 - Program Structure
25:30 - Program Governance
28:10 - Campus Participation
30:35 - Faculty Focus Group
33:25 - Common ERP Transitional Issues
36:05 - Get Involved
38:30 - Resources and Upcoming Activities
40:00 - Questions & AnswersOpening remarks: Gerry Bomotti, VC & CFO, Executive Sponsor
Hosted by: Bobbi McCracken, AVC & Controller (Steering Committee Co-Chair) and Josh Bright, AVC & Interim CIO (Steering Committee Co-Chair)
Moderated by: Josh Hoerger, BFS Financial System Project ManagerDownload the PowerPoint presentation from this Faculty & Staff Town Hall.
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Faculty and Staff Town Hall - New Travel System Deployment: Wednesday, May 18, 2022
In this Town Hall, the Impact23 team provides an update on the implementation and deployment of UCR's new travel system, Concur Travel and Expense.
0:00 - Welcome and Agenda
3:48 - Impact23 Program
6:50 - What is Changing?
12:12 - Reasons for Change
15:52 - Program Success Factors
17:24 - Mission & Guiding Principles
21:08 - Impact23 Timeline
22:53 - Program Structure
25:30 - Program Governance
28:10 - Campus Participation
30:35 - Faculty Focus Group
33:25 - Common ERP Transitional Issues
36:05 - Get Involved
38:30 - Resources and Upcoming Activities
40:00 - Questions & AnswersOpening remarks: Gerry Bomotti, VC & CFO, Executive Sponsor
Hosted by: Bobbi McCracken, AVC & Controller (Steering Committee Co-Chair)
Aver Smith, Accounts Payable Supervisor (Travel Expense Reporting Lead)
Moderated by: Josh Hoerger, BFS Financial System Project ManagerDownload the PowerPoint presentation from this Faculty & Staff Town Hall.
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Staff Town Hall - Chart of Accounts: Thursday, Aug. 25, 2022
In this Town Hall, the Impact23 team provides an update on the implementation and deployment of UCR's new financial system, including:
0:00 - Welcome and Agenda
2:45 - Impact23 Program
5:05 - What is Changing?
7:09 - Configuration Update
8:05 - Training Overview & Timeline
14:40 - Concur Phase 1 & 2 Update
18:32 - Kuali Sponsored Programs (Replacing PAMIS apps)
20:20 - Oracle Budget (EPM) Overview
25:25 - Chart of Accounts Segments, Definitions, and Notable Changes
58:45 - Questions & Answers
1:21:25 - Upcoming Activities & Closing Remarks
Opening remarks: Asirra Suguitan, Assistant Controller (Functional Lead)
Hosted by: Bobbi McCracken, AVC & Controller (Steering Committee Co-Chair), Stephanie Flores, Executive Director in FP&A (Co-COA/GL Lead)Download the PowerPoint presentation from this Staff Town Hall.
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Faculty and Staff Town Hall - Testing, Boundary Systems & Financial Reporting: Thursday, Oct. 13, 2022
In this Town Hall, the Impact23 team provides an update on the implementation and deployment of UCR's new financial system, including:
0:00 - Welcome and Agenda
2:00 - Impact23 Program Overview
5:05 - System Testing Overview
7:25 - Tester Nomination Process
10:06 - Boundary System Overview, Applications in Scope & Timelines & Work Order Systems
12:32 - Data & Reporting & Looker Demo (New Financial Reporting Tool)
29:56 - Looker Timeline
31:30 - Questions & Answers
49:07 - Upcoming Training & Support
Opening remarks: Asirra Suguitan, Assistant Controller (Functional Lead)
Hosted by: Josh Hoerger (Functional Project Manager), Shahid Saifee (Interim Executive Director, Enterprise Solutions), and Mike Kennedy (Chief Technology Officer)Download the PowerPoint presentation from this Faculty and Staff Town Hall.
Past Events & Support
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User Groups
Impact23 User Group
The Impact23 User Group meeting consolidates the former C&G, eBuy/AP, and UCRFS user group meetings. This user group serves as a space for sharing detailed decisions regarding the future state financial system. Date
Topics
Presentation/Recording
January 19 System Integration Testing Update, Change Impacts - Procurement and Chart of Accounts, and Training Overview
November 15 Individual Tester Nominations, UC Oracle Mini-Summit Key Takeaways, Faculty Collaboration & Feedback, ServiceLink Financial Tool Updates, & University Card Updates
September 21 Concur Departmental Reports in iReport, PCard Transaction Limit Increase, Retiring Miscellaneous Agreements, Supplier Strategy
Concur User Group
The Concur User group is primarily for Travel Arrangers and departmental staff who must stay up-to-date on travel policy and procedures and manage business travel in Concur. Users can further their understanding of pre-trip requests, travel booking options, paying with the Travel & Entertainment Card, processes for reporting travel expenses on an expense report, and how to take advantage of mobile tools. Date
Topics
Presentation/Recording
November 22 Booking with Anthony Travel, Travel Booking Reminders, Email Notification Deployment & Travel Policy Updates
October 5 Deployment Update, Concur Departmental Report Enhancements,
Expense Report Status Definitions, New Concur Resources, & Sabbatical/Supplements/Mileage Only GuidanceAugust 10 Cash Advances, Mobile Tools, New Employee Vendor Request June 2 Concur Travel and Expense Q&A -
Impact23 Events
Impact23 Events
Events focused on specific topics with Impact23 members and campus participants to build awareness and educate people throughout the transition to new Impact23 systems. - October 19 - Informal conversation on the new COA Flex 1 & Flex 2 segments.
Round Table Discussion - Chart Fields Flex 1 & 2
Downloadable Presentation
- September 28 - Informal conversation on the new COA Project segment and Oracle PPM: Capital Projects & Grants.
Round Table Discussion - COA Project & Oracle PPM Projects
- March 30 - A 1 hour foundational change management session to better understand how to successfully sustain change for an ERP implementation.
Change and Resistance Seminar
- October 19 - Informal conversation on the new COA Flex 1 & Flex 2 segments.
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Office Hours
Concur Office Hours
Office hours to get live support for Concur, including starting and completing a travel request, booking, or expense report. - August 24 - Office Hours Recording
- August 3 - Office Hours Recording
SAA Office Hours
Open Q&A sessions for SAAs to ask questions about setting up new roles and routing for Impact23 systems. - September 23 - Concur Roles & Routing
- September 16 - Concur Roles & Routing
- August 5 - Concur Roles & Routing
- July 29 - Concur Roles & Routing