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.
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Faculty and Staff Town Hall - Transition Preparation, Testing, Training & Virtual Conference: Monday, Jan. 30, 2023
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
1:29 - Impact23 Program Updates & Department Preparation Tips
33:31 - Timeline and Testing
45:15 - Training Overview
54:15 - Impact23 Summit (March Virtual Conference)
57:37 - Questions & Answers
Opening remarks: Asirra Suguitan, Assistant Controller (Functional Lead)
Hosted by: Gerry Bomotti, VC & CFO (Impact23 Executive Sponsor), Bobbi McCracken, AVC & Controller (Impact23 Co-Chair), Josh Hoerger (Functional Project Manager), Helen Kotke (Financial Systems Trainer), and Laura Virgil (Change and Communications Manager)Download the PowerPoint presentation from this Faculty and Staff Town Hall.
Related Links
- Impact23 Website - https://impact23.ucr.edu
- Program Scope - https://impact23.ucr.edu/program-scope-0
- New Golden Tree Viewer - https://impact23.ucr.edu/golden-tree-...
- Change Readiness Survey - https://ucriverside.az1.qualtrics.com...
- Extended Testers - https://impact23.ucr.edu/program-team...
- Impact23 Summit (Virtual Conference) - https://impact23.ucr.edu/impact23-summit
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Faculty and Staff Town Hall - Preparing for Cutover and Fiscal Close: Thursday, Apr. 27, 2023
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
3:28 - Impact23 Program Timeline & Testing
6:25 - Cutover and Close
28:12 - Training Availability & Schedule
44:53 - Stabilization Support
52:30 - Questions & AnswersOpening remarks: Gerry Bomotti, VC & CFO (Impact23 Executive Sponsor)
Hosted by: Asirra Suguitan, Assistant Controller (Functional Lead), Bobbi McCracken, AVC & Controller (Impact23 Co-Chair), Josh Hoerger (Functional Project Manager), and Helen Kotke (Financial Systems Trainer)Download the PowerPoint presentation from this Faculty and Staff Town Hall.
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Faculty and Staff Town Hall - Preparing for Cutover: Thursday, May 25, 2023
In this Town Hall, the Impact23 team provides an update on the implementation and deployment of UCR's new financial system, including:
1:20 - Welcome and Agenda
4:44 - Kuali Sponsored Programs
7:35 - Oracle COA Management
10:28 - Looker Data Warehouse Update
13:30 - Payroll Certification & C&G Fixed Price Conversion
21:22 - Subawards and Multi-Campus Awards (MCAs) in Oracle
24:00 - Training & Support
36:33 - Questions & AnswersOpening remarks: Gerry Bomotti, VC & CFO (Impact23 Executive Sponsor)
Hosted by: Asirra Suguitan, Assistant Controller (Functional Lead), Charles E. Greer, Jr. (AVC RED), Stephanie Flores (Executive Director Financial Planning & Analysis), Bobbi McCracken, AVC & Controller (Impact23 Co-Chair), Josh Hoerger (Functional Project Manager), and Linda Casteel (Impact23 Banking Lead).Download the PowerPoint presentation from this Faculty and Staff Town Hall.
Impact23 Summit
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Tuesday, 3/7
Session Name Description Recording/Presentation Using the New COA Chart of Accounts replaces the Full Accounting Unit on July 1st. In this session, we will review the COA segments and definitions, valid chart string combinations, how to code transactions in Oracle, and review the new Golden Tree Viewer.
Demo: Oracle Basic Navigation & Inquiry Role
Brain Break: New Terms & ConceptsIn this interactive trivia game, we'll test your knowledge of the most frequently used terms and concepts that will become part of your day-to-day in the future state. Insider tip - you'll be able to find the answers on the Impact23 website! Budget Management in the New Systems Budget management will involve accessing data in the Oracle Budget (EPM module), PPM subledger and GL. Come hear how data will move across subledgers, where to access budget details, what budgetary controls will be in place, and how you can monitor for deficits. Boundary Systems - Remediate, Retrofit, Rebuild Learn about boundary systems, watch a demo of the retrofit One Time Payment Tool, a demo of a rebuilt application, Looker, used for analytics on various campus datasets, and a demo of a collection of rebuilt work order systems into the ServiceNow platform. -
Tuesday, 3/14
Session Name Description Time Navigating Impact23 as an Academic We will cover the Faculty Advisory Workgroup engagement and Faculty/PI Learning Pathway/Training
Intro to Kuali Proposal Dev, including COI This session will be a live demonstration of UCR's new proposal development system by the Kauli vendor. We will show the interface, the various components for submitting a proposal, including COI, and Kuali features that enhance the user experience.
Kuali Research Tools We will run through Kuali features, including the various systems/processes that will be replaced by Kuali Compliance and Build in the future. We will show users a new Kuali Build form - e.g., PreAward Spending Requests, Material Transfer Request, Subaward/Subcontract Request Form, and more!
How to Maintain your Award in Oracle In the presentation, we will discuss how to check on award status, what the dashboard looks like, what the reports look like, and how/where to locate C&G information in Oracle. -
Thursday, 3/16
Session Name Description Time From Requisition to PO Learn about the logic behind why/when users should select the Purchase Order route (vs PCard), show the selection of items within a catalog/punchout, how to input a chartstring or POETAF, and discuss approval workflow for the various request types.
Brain Break: Buying and Paying Game System Demo: Office Depot Business Portal Demo
Supplier Strategy & Source Selection Discuss PO conversion criteria and the Campus-wide supplier strategy, when/how to initiate a supplier request, the Small Business First Program and how to search for suppliers in Oracle using their Business classification, and more!
Payment Matrix & PCard Program What's changing with the PCard program, PCard (Allowable Use), Eligibility, and Reconciliation Concur for Non-Travel Reimbursements Concur Phase II policy additions, what's retiring from ePay and moving to Concur AND what is remaining in ePay, Business Meeting and Entertainment related expenses on the Travel and Entertainment (T&E) card, employee reimbursements in Concur, and more! -
Wednesday, 3/22
Session Name Description Time Faculty Portfolio & Financial Reporting PI reports in PPM, Financial Reports for Faculty, Oracle Budget EPM Reports, and Oracle Department Operational reports overview.
What's Next: Cutover View and discuss due dates for department cutover activities, Q&A
What's Next: Fiscal Close View and discuss due dates for department fiscal close activities, Q&A
What's Next: Training Training plan, Web-based and Instructor-led training, and current training resources SUMMIT CLOSING
& Executive Ask Me AnythingAsk the Executives questions about the program/changes/decisions!
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
May 9 ePay Backup Guidance, PO Conversion, Check Outsourcing, WO System Key Dates and Training in UCLC April 6 Adding and Associating Guest Travelers in Concur, Cutover Deadlines & Blackout Periods, and Fiscal Close Dates. February 23 Cutover Activities & Fiscal Close, Payroll Certifications, UCPath Setup & Cleanup Cutover Activity for Fund 69993, System Demos and Office Depot Business Portal 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