Impact23

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 & Answers

  Opening 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 Manager

  Download the PowerPoint presentation from this Faculty & Staff Town Hall.

• 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 & Answers

  Opening 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 Manager

  Download the PowerPoint presentation from this Faculty & Staff Town Hall.

• 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.

• 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

• 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	Impact23 User Group Presentation Watch the Recorded Session Now!
  November 15	Individual Tester Nominations, UC Oracle Mini-Summit Key Takeaways, Faculty Collaboration & Feedback, ServiceLink Financial Tool Updates, & University Card Updates	Impact23 User Group Presentation Watch the Recorded Session Now!
  September 21	Concur Departmental Reports in iReport, PCard Transaction Limit Increase, Retiring Miscellaneous Agreements, Supplier Strategy	Impact23 User Group Presentation Watch the Recorded Session Now!

  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	Concur User Group Presentation Watch the Recorded Session Now!
  October 5	Deployment Update, Concur Departmental Report Enhancements,  Expense Report Status Definitions, New Concur Resources, & Sabbatical/Supplements/Mileage Only Guidance	Concur User Group Presentation Watch the Recorded Session Now!
  August 10	Cash Advances, Mobile Tools, New Employee Vendor Request	Concur User Group Presentation Watch the Recorded Session Now!
  June 2	Concur Travel and Expense Q&A	Watch the Recorded Session Now!

• 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

• 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