Finance Transformation Radio: Recent Episodes
wfst
WFST is your Finance Transformation station. Short broadcasts give you a quick rundown of what's happening with FST.
We're signing off! Thank you to our listening audience and have a wonderful holiday season.
Resources mentioned:
2023 Engagement
Workday Finance Training (Time w/a Trainer)
Patty and Brandi remind you of Time with a Trainer one on one sessions plus new and updated resources. We wish you a wonderful Thanksgiving season.
Resources Mentioned:
Time with a Trainer
Match Exception Resources
Non Catalog Requisitions
Account Certification
Day in the Life of Fiscal Administrator (for fund balances)
Spend Resources
Deferred Items (Click on "Items in Progress")
As FST Stabilization progresses, Office Hours morph into "Time with a Trainer," we continue to track problem areas and deferred pieces of the project, and the Reporting & Analytics Team turns out helpful updates and solutions. Plus, the beginning of the budget season and sugar season!
Resources mentioned:
Workday Finance Training Page (To sign up for Time w/a Trainer)
Reporting Resources Page
Track Procurement, Account Cert issues, plus Deferred Items (click on Items in Progress)
On the docket in today's broadcast: an update from the Ask Finance Team, resource reminders, a great new FAQ from the Reporting & Analytics Team, and more. Listen in!
Resources Mentioned:
Workday Finance Training Resources
Reporting & Analytics Resources
Joey Carls' Ask Finance Team Update
Delegation Update
It's all about support for users of Workday Financials on this week's WFST Radio Broadcast. Brandi and guest host Karen Templeton point users to resources old and new that will help users get their work done using the new system, plus, they cover the high points of the latest Reporting & Analytic release. Hooray for new and better reports!
Resources Mentioned:
October Office Hours / Office Hours Cheat Sheet
Self-paced courses / Quick Reference guides (both by topic - just expand the accordion for your area of interest to see multiple resources on that area)
More info on WalkMe and how to download the extension
Reporting & Analytics Release Notes for October 10
On this week's WFST Broadcast, we share how the FST Team is working through outstanding issues and cases during the period of hypercare, as well as news on new Workday Financials Reports, what's going on with Adaptive Planning, and what to look forward to now that Focus Groups are done.
Resources Mentioned:
Resources on Workday Finance Training Page
FST News Ticker
Spend Issues page
System Status/Known Issues
Reporting & Analytics Release Notes
September means we're in the last month of hypercare -- next for the FST project is Stabilization. Patty and Brandi share updates, resources, and information to help you out during this period of troubleshooting and getting acquainted with Workday Financials and Adaptive Planning.
Resources Mentioned:
September Office Hours Schedule
Workday Release 2 on September 10
T&F Portal
Security Role Requests
FDM Requests Open
It's fall, y'all. Patty and Brandi have news about Spend issues, Account Cert deadlines, and why Finance Transformation is like having a baby.
Resources Mentioned:
Action Plan to address Spend issues
Workday Release
Account Cert info & resources
Historical Grants Data
Adaptive & Budget Launch
Workday & UBI Reporting Updates
Security Request Best Practices
Patty's back and we've got the latest on what you can expect next from FST. We talk about some things that might help you and your team during the next few months, some tips on working in Workday Financials, the next big step for Adaptive 3.0, and more.
Resources Mentioned:
What's next w/FST / Help during the transition
Workday Reporting Functionality
What's next with Adaptive 3.0
Fund Balance Realignment Update
Keeping Track of your Approvals in WDF
How does Request-based access work?
Mary Wagamon subs in for Patty Marbury this week to share the latest and greatest with Brandi. We celebrate the Adaptive 3.0 launch, the continued success of Workday Financials, and share some encouragement about the Adoption Phase.
Resources Mentioned:
Workday Finance Training Page
Adaptive Planning Launch
Updates : Deliver-To issue is resolved, Vendor Invoice/Payment is back, Month-End Close Deadlines
Brandi, Patty, and Barry are happy to report that Workday Financials is LIVE at UVA! Listen in to hear more about support resources, where to keep track of known issues with the system, and more.
Resources Mentioned:
Workday Finance Training page
Office Hours Schedule
Adaptive Planning Resources (including Training)
Fund Balance Realignment
FST Homepage (for Timely updates and Items in Progress)
Five more days until Workday Finance Launches! In this episode, our last before the launch, we focus hard on support, training, and where you'll find news in the coming days. Listen in and be prepared for go-live on July 5.
Resources Mentioned:
UVAFinance website: note the FST News Ticker & Known issues on the homepage
FST portion of the website: Note new content like Timely Updates, Items in Progress, and Adaptive Planning Resources.
UVAFinance Blog: Sign up to receive the digest in the upper left. All the cool kids are doing it.
Workday Training Resources: July instructor-led Calendar, Office Hours Schedules, QRGs, and more!
It's the second to last WFST broadcast before Workday Financials goes live! The biggest news we're happy to share is that the Finance Solution Center is now reachable by phone: 434-924-3400. Our User Success agents are happy to add this new feature, available Monday through Friday, 8-5. Of course, you can always reach them at askfinance@virginia.edu as well.
More topics of interest:
- Cutover Deadlines
- Training Updates
- Resources for Faculty and PIs
- Adaptive Planning 3.0 Launch
- Resources available for fund balance ownership
34 days 'til Workday Finance launches! Patty and Brandi talk cutover, training, and other necessary items that need your attention.
Resources Mentioned:
Training Resources: https://uvafinance.virginia.edu/workday-finance-training
Security Role and Training Overview: https://uvafinance.virginia.edu/sites/uvafinance/files/UVAFST_Security%20Role%20%26%20Training%20Overview.pdf
Cutover Resources: https://uvafinance.virginia.edu/finance-strategic-transformation/cutover-resources
Fund balance transfer: https://uvafinance.blogspot.com/2022/05/how-do-i-see-my-funds-after-workday.html
48 (ish) days 'til go-live of Workday Finance! Patty and Brandi break down the biggest things to consider as we approach this critical moment of Finance Transformation.
Resources Mentioned:
- Training: https://uvafinance.virginia.edu/workday-finance-training
- Cutover Resources: https://uvafinance.virginia.edu/finance-strategic-transformation/cutover-resources
- FST Fridays Materials: https://uvafinance.virginia.edu/finance-strategic-transformation/finance-strategic-transformation-resources (scroll to the bottom of the page)
- More about Budget Vs. Actuals (Fund Balance Ownership): http://uvafinance.blogspot.com/2022/05/fund-balance-ownership-budgets-vs.html
- More about Fund Balance Realignment: http://uvafinance.blogspot.com/2022/05/fund-balance-realignment-after-go-live.html
Today's broadcast is all about Training and Cutover and boy do we have news for you! Join Patty and Brandi as they share the latest and greatest on FST.
Resources Mentioned:
Training details on the FST site: https://uvafinance.virginia.edu/workday-finance-training
Cutover details (emerging all the time) on the FST site: https://uvafinance.virginia.edu/finance-strategic-transformation/cutover-resources
FST Friday Info (Click on "Join us for FST Fridays in April!"): https://uvafinance.virginia.edu/finance-strategic-transformation/about
Two months and three weeks, folks! We're cruising toward go live of Workday Financials and Adaptive Planning 3.0 and things are coming at us fast: User Experience Review is wrapping up, Training is slated for May, and Security Roles are becoming clearer. Brandi and Patty share updates and new resources in this episode.
Resources Mentioned:
- Security Role "Day in the Life" https://uvafinance.virginia.edu/security-roles-workday-financials
- UER Wraps up (Plus video from Whitney and Maurice): http://uvafinance.blogspot.com/2022/04/uer-wraps-up.html
- Don't forget FST Fridays: http://uvafinance.blogspot.com/2022/04/fst-fridays-make-plans-to-join-us.html
- Business Terms Site (with Crosswalk posted on the home page): https://terms.uvafinance.virginia.edu/
It's three months 'til Go Live and we're testing, testing, testing, as well as preparing for training and sharing sneak peeks. Join Patty and Brandi as they talk about what's happening with FST. Make plans now to join us for FST Fridays!
Resources Mentioned:
- FST Fridays: http://uvafinance.blogspot.com/2022/03/join-us-for-fst-fridays-in-april.html
- BOV Video: http://uvafinance.blogspot.com/2022/03/uva-board-of-visitors-praise-fst-effort.html
- Adaptive Preview: http://uvafinance.blogspot.com/2022/03/adaptive-planning-preview-of-whats-to.html
Get ready for Daylight Savings Time and FST Project Updates. Patty and Brandi update you on UER (both Workday and Adaptive), plus the latest on Security to Role Mapping and Reporting & Analytics, and tips on using the Business Terms site. Plus, we walk through all the plans UVAFinance and the project team have to support users before, during, and after go-live. Listen in now!
Resources mentioned:
terms.uvafinance.virginia.edu
uvafinance.blogspot.com
Are you ready to know how your role will change with Finance Transformation? We're almost there! Patty and Brandi talk about Security Role Mapping, Training, and more, on this episode of WFST.
Visit the UVAFinance Blog for further details: uvafinance.blogspot.com
Follow us on LinkedIn if you're into that: https://twitter.com/UVA_Finance
Patty and Brandi bring you this week's news from the Finance Strategic Transformation project, including updates on training, security role mapping, reporting and analytics, the future state support model, and more.
Resources Mentioned
Security Role Mapping (Workflow Control and Approvals) on the Community Hub
This week's FST Update on the blog
It's a time of endings and beginnings in FST -- end-to-end testing is wrapping up, while UER is taking shape; the FDM Mapping Sprint is ending and the Security Role Mapping Sprint is ramping up! Listen in as Patty and Brandi talk through these and other updates in the FST project.
Resources Mentioned:
- FDM Mapping Sprint Segues to Security Role Mapping Sprint Read more on the blog.
- Testing Updates Read more on the blog
- Adaptive Planning Read more on the blog.
- System Remediation Read more on the blog
Happy New Year! Patty and Brandi ring in 2022 with a look at testing, training, reporting, and more.
Resources Mentioned:
- Questions on Training? Email vpf-training@virginia.edu
- Email FDMMapping@virginia.edu for FDM Mapping questions
- New Business Terms site: terms.uvafinance.virginia.edu
- More updates on the UVAFinance blog: Uvafinance.blogspot.com
Happy Holidays! Here's the last episode of WFST Radio News before 2022. Patty and Brandi are pleased to bring you updates on the FDM, Adaptive, cutover, and more. Happy Winter break to all!
Resources Mentioned:
UVAFinance blog
FST Website
Online Community
FDM Resources / FDM Mapping Update
Ask Us Anything!
Workflow Control and Approvals
GL Balance Conversion
FDM Sprints, Workflow Control & Approvals, Ask Us Anything, and Turkey Hotlines. All the latest FST news and best wishes for a great Thanksgiving!
Resources Mentioned:
- FDM Sprint
- Workflow Control & Approvals Roadmap
- End-to-End Testing update and interview
- System Remediation Network news
- Community Hub News Stream
- Turkey Talk Hotline
Here in the last few months of 2021 (nobody panic!), the FST Team is pushing through key tasks like FDM Mapping and End-to-End Testing, all while keeping their eyes on that go-live date of July 1, 2022. Here's the latest with Patty and Brandi!
Resources Mentioned:
FDM Mapping
FDM Resource page, FAQ section . Read more about Mapping on the blog.
End-to-End Testing
The Online Community is updated each Monday with the latest testing metrics .
Workflow Control & Approvals Read more on the blog.
Training Update Read more from Patty Marbury.
University Financial Model: Continuous Improvement Read more and access the report. Read about CI on the blog.
Adaptive Planning Implementation Read more on the blog.
System Remediation Read more about their work here.
FDM Mapping, End-to-End Testing, Adaptive 3.0, and new team members! We've got all the latest on Finance Strategic Transformation, so pop in your headphones, and let's go!
Resources Mentioned:
- FDM Mapping
- Testing Tracker
- Adaptive 3.0 progress
- New Business Analysts
- New Rapid Documentation on the Community
- Decision Log
- UVAFinance blog
Patty's back to talk about FDM Mapping updates, what's new from the Reporting & Analytics Focus Group, the great group of longtime UVA folks who shared their Oracle memories, and more! Plus, the first read edition of TESTING TRACKER updates!
Resources mentioned:
Read more on FDM Mapping. / FDM email: FDMMapping@virginia.edu / FDM Resource Page
Oracle Focus Group Feedback
PaymentWorks launch date moved
More from Reporting & Analytics Focus group
Guest host alert! Angela Knobloch pinch hits for Patty for this broadcast to talk about testing, RAPID updates, training updates, and so much more. Grab a pumpkin spice latte and settle in!
Resources Mentioned:
- Testing Launch: September means the start of end-to-end testing for the Workday Financials Tenant. We're launching a "Testing Tracker" in the blog to keep you up to date.
- Reporting & Analytics focus groups continue to meet to make sure Workday Financials reports are on track for go live. Read more on the blog.
- Decisions, decisions (and progress): PaymentWorks is going live, Optical Character Recognition already has gone live, questions about fund ownership visibility, and a decision on salary certification vs. effort reporting. Decision Log, Workday Words, and FST Glossary on the website: https://uvafinance.virginia.edu/finance-strategic-transformation/finance-strategic-transformation-resources Find slide decks from Governance in the online Community: https://communityhub.virginia.edu/community/uva-finance-transformation/pages/governance
- The Training Team is logging business processes and mapping security roles to business roles, as well as gathering feedback from folks who helped implement Oracle.
- Change Readiness Survey #3 is coming! Feedback is important, so if you get a chance to fill out a Change Readiness Assessment next week, please do so.
The end of configuration & prototype, the beginning of end-to-end testing, Adaptive 3.0 and UFM 2.0: We've got ALL your updates in today's broadcast!
Resources Mentioned:
FDM Resource page
Adaptive Planning 3.0
More about End-to-End testing
Config & Prototype
The Timing of Training
UFM 2.0
Patty's back! This week we talk about the FDM (of course), whether or not there will be a sandbox for Workday Financials, a new home for the FST content on the web, and more!
Resources Mentioned:
More on FDM Mapping
More about Testing (including the link to Sunil's presentation)
Will there be a Sandbox?
Five things to Know about FST
Linda Leshowitz guest-hosts today! Today we talk about the start of FDM mapping, what a "frost" and "freeze" are in project-speak, the start of the testing phase, and more.
Resources Mentioned:
End to End testing: http://uvafinance.blogspot.com/2021/07/getting-everything-just-right-fst.html
Frost & Freeze: http://uvafinance.blogspot.com/2021/07/cool-off-understanding-fdm-frost-and.html
Five things to Know about WFST: http://uvafinance.blogspot.com/2021/07/five-things-to-know-about-fst-july-29.html
Sunil Sah: http://uvafinance.blogspot.com/2021/07/testing-waters-of-workday.html
FDM Mapping Kickoff: http://uvafinance.blogspot.com/2021/07/upcoming-fdm-mapping-kickoff.html
Other Transformations in Progress: http://uvafinance.blogspot.com/2021/07/not-just-tech-implementation-fst_22.html
The FST project is moving out of configuration and prototype and approaching the testing phase. In today's broadcast, we have updates on training, the FDM, the UVA FST Glossary, transformations other than the implementation of Workday Financials and Adaptive Planning, and more!
Resources Mentioned:
FDM Mapping Kickoff
Training Update (Role Mapping)
UVA FST Glossary
Customer Confirmation Sessions, Round 2, are over, FDM work is getting ramped up, and transformation is everywhere. Join us for the latest FST news.
Resources Mentioned:
CCS Round 2 Resources
More on CCS 2
Augie Maurelli FDM Video
More on what's coming w/FDM
Augie Maurelli Workflow Controls blog
Transformations in Progress, part one
Training Update
Reframing the UVAFinance web presence
We're halfway through Customer Confirmation Sessions, Round 2, and Patty and Brandi have all the info coming from the sessions, as well as updates from all across the FST project.
Resources Mentioned:
Customer Confirmation Sessions on the Community
Budgeting in the Future State
Reporting Functionality video in Community
The New Revenue in Workday Financials
Patty and Brandi go over the highlights of the FST project from the last week or two, including FDM news, a training timeline, a reporting and analytics update, and more!
Resources Mentioned:
Decision Log: https://financetransformation.virginia.edu/fst-decision-log
7 Considerations when creating Cost Centers: http://uvafinance.blogspot.com/2021/05/7-considerations-when-creating-cost.html
Changes Proposed to FDM Worktags: https://uvafinance.blogspot.com/2021/04/fdm-recommended-worktag-changes.html
Training Timeline: https://uvafinance.blogspot.com/2021/05/training-timeline-what-happens-when.html
Reporting & Analytics Update: http://uvafinance.blogspot.com/2021/05/reporting-analytics-road-to.html
Newest FAQs, Answered: http://uvafinance.blogspot.com/2021/05/sneak-peak-faqs-volume-2.html
Grab a Coke Zero or your favorite caffeinated beverage and listen in to this week's updates. We've got FDM news, updates on training, the budget tool, grants management, and more!
Resources mentioned:
FDM Mapping blog article: https://uvafinance.blogspot.com/2021/03/fdm-update-preparing-for-mapping.html
Adaptive (budget tool) update: https://uvafinance.blogspot.com/2021/04/the-adaptive-planning-vision.html
System Remediation Subgroups: https://uvafinance.blogspot.com/2021/04/huddle-up-system-remediation-network.html
Five Things to Know about FST: https://financetransformation.virginia.edu/5-things-know-about-fst
Patty and Brandi share all the latest WFST news, including updates on the Chart of Accounts, Workflow Controls & Approvals, as well as an update on decisions that have been finalized.
Resources Mentioned:
FDM Update from Augie Maurelli
Adaptive 3.0
Reporting & Analytics
Decision Long on FST website
It's March, and project updates are springing up all over the place. Patty and Brandi talk training, FDM progress, and much more.
Resources Mentioned:
The FST Project Team (blog)
Scott Newman joins the team (blog)
FDM Updates: Slides for either Steering or Advisory can be found here (Community) Blog update
Reporting & Analytics by Mark Anderson (blog)
Salesforce Video (blog)
Patty and Brandi pinpoint our place on the project timeline, give FDM updates, share the latest on Reporting & Analytics, and ponder a new business venture as email inbox wranglers.
Resources Mentioned:
- View the project timeline on the FST website.
- Find your Advisory Group member.
- 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!
- uvafinance.blogspot.com
- financetransformation.virginia.edu
- Five Things
- If you’re curious about what will be done in UBI vs. Workday vs. some other system in the future, take a look at this blog post he helped us put together this week and his post in the Online Community.
What's new with Adaptive Planning, the Chart of Accounts, Reporting and Analytics, the FDM, and more.
Resources Mentioned:
Five things to know about FST
FDM Basics Video and FDM Basics Slides
System Remediation Network in the Online Community
Reporting & Analytics Update on blog
UVAFinance blog (FST info tag)
Finance Strategic Transformation website
The basic, most salient FST points, brought to you by Patty and Brandi and half-price Valentine's candy.
Resources Mentioned:
The FST Decision Log: https://financetransformation.virginia.edu/fst-decision-log
How FST Decisions are made: https://financetransformation.virginia.edu/fst-project-decision-making-structure
FST Governance Structure: https://financetransformation.virginia.edu/governance (you can also find your governance rep on this page)
Fiscal Administrator Meetings: https://financetransformation.virginia.edu/fiscal-administrators
FDM Pre-Read video in Online Community: https://communityhub.virginia.edu/community/uva-finance-transformation/blog/2020/11/30/fst-customer-confirmation-pre-read
High-Level FST One-Pager: https://financetransformation.virginia.edu/system/files/high%20level%20one%20pager.pdf
Our Coms Channels: https://financetransformation.virginia.edu/fst-communication-channels-guide
2020 gets more distant in the rearview mirror and the FST project moves into sprint phase. Find out what this means for you and your school or unit by listening in.
Resources Mentioned:
Five Things to Know about FST
What's next for Training
FDM "pre-read" video
Happy New Year! Listen in for the first WFST update of 2021 -- New Year, same old Patty and Brandi.
Resources Mentioned:
Continuous Improvement Space on Community: https://communityhub.virginia.edu/community/uva-finance-transformation/continuous-improvement
Future State Service Model: https://uvafinance.blogspot.com/2020/11/smooth-operators-finance-engagement.html
CCS Session Slides: https://communityhub.virginia.edu/community/uva-finance-transformation/blog/2020/12/04/customer-confirmation-session-dec-2020-slide-decks
Decision Log: https://financetransformation.virginia.edu/fst-decision-log
Five things to know about FST: https://uvafinance.blogspot.com/2021/01/five-things-to-know-about-fst-january.html
It's our last WFST update of the year 2020! In this episode, we catch you up on the latest with the Customer Confirmation Sessions and forecast what comes next when 2021 begins . . . and, unfortunately, there is a bit of singing.
Resources Mentioned:
System Remediation Network On Community: https://communityhub.virginia.edu/community/uva-finance-transformation/system-remediation
Customer Confirmation Sessions Landing page in Community: https://communityhub.virginia.edu/community/uva-finance-transformation/blog/2020/12/04/customer-confirmation-session-dec-2020-slide-decks
FDM info: http://uvafinance.blogspot.com/2020/12/happy-new-year-happy-new-fdm.html
It's November, and we're finally entering into the Configuration and Prototype Phase! As we look forward to seeing more of the Workday Financials system with UVA data in it, we're also thinking ahead to what the future service model will look like after go live in 2022. Listen in for these updates and more (plus some self-care ideas!).
Resources Mentioned:
Phase 3 timeline: https://financetransformation.virginia.edu/phase-3-implementation
The Info Station: https://financetransformation.virginia.edu/info-station
Nicole Feretti's article on Config & Prototype (NetBadge Required): https://communityhub.virginia.edu/community/uva-finance-transformation/blog/2020/10/29/what-to-expect-in-fst-s-next-phase-configuration-and-prototype
Get in touch with the FST project team: https://financetransformation.virginia.edu/contact
BOO! It's all treats and no tricks on this edition of WFST, with updates on Configuration & Prototype and what to expect as we head into the last bits of 2020 (thank goodness, right?).
Resources Mentioned:
The FST Decision Log: https://financetransformation.virginia.edu/fst-decision-log
More on Config/Prototype: http://uvafinance.blogspot.com/2020/10/next-fst-stop-configuration-and.html
Read the latest on the UVAFinance Blog: http://uvafinance.blogspot.com/2020/10/fst-update_29.html
We're following the yellow brick road to Workday Wonderland (I can't promise this joke will make more sense after you listen to the episode). Patty and Brandi share insights on what's up next with Configuration & Prototype, what's happening with the FDM, and the Advisory Group's transformation into our new cast of superheroes, the Change Partners! With special guest Kristie Smeltzer of the Change Team.
Resources Mentioned:
Latest FST Update: http://uvafinance.blogspot.com/2020/10/fst-update.html
Implementation Timeline: https://financetransformation.virginia.edu/phase-3-implementation
More about the Change Leaders: http://uvafinance.blogspot.com/2020/10/fst-update.html
Find your Advisory Group member: https://financetransformation.virginia.edu/governance (at the bottom of the page)
More on the FDM: http://uvafinance.blogspot.com/2020/10/fdm-update-gearing-up-for-fst-configure.html and http://uvafinance.blogspot.com/2020/10/fdm-update-outstanding-design-questions.html
FST Resources on the FST Website: https://financetransformation.virginia.edu/resources-and-feedback
Dashing through the data, converting to the FDM, oh what fun it is to build, a Workday tenant. OHHHHH FST, FST, FST all the way! We have a bit of a holiday theme in today's WFST broadcast, because the FST team is building the first tenant of Workday Financials for UVA, and it's going to be a long-awaited gift. Join Patty and Brandi for updates on Configuration & Prototype and more.
Resources Mentioned:
Fiscal Administrator Meeting notes/recordings: https://fro.vpfinance.virginia.edu/fiscal-administrator-meetings
Nicole Ferretti's FDM presentation begins on the September 16 meeting you can find at the above link, at 14:05
What's that on the horizon? It's autumn, followed closely by Configuration & Prototype. On today's broadcast, Patty and Brandi share updates on the project, feedback on FST from UVA leadership, and which Spice Girl Brandi should be.
Resources Mentioned:
Coms Channel Guide: https://financetransformation.virginia.edu/fst-communication-channels-guide
Phase 3 Timeline Overview: https://financetransformation.virginia.edu/phase-3-implementation
Leadership Interview Recap: http://uvafinance.blogspot.com/2020/09/leadership-interviews-surface-fst.html
Supplemental System Survey: https://communityhub.virginia.edu/docs/DOC-2291
Angela Knobloch's Continuous Improvement Process piece: http://uvafinance.blogspot.com/2020/08/continuous-improvement-navigating.html
This week, we've got updates from the workstreams, a look ahead into this autumn's Configuration & Prototype phase, links to some great continuous improvement content, and some suggestions for tonight's dinner (hint: it's wine).
Resources Mentioned:
Workday Words Searchable Dictionary: https://financetransformation.virginia.edu/workday-words
Ways to stay in the know regarding FDM (including setting up a Community Feed): http://uvafinance.blogspot.com/2020/08/fdm-fever-staying-apprised-3-ways-to.html
Coms channel guide: https://financetransformation.virginia.edu/system/files/Just%20want%20the%20highlights_%20%281%29.pdf
View the Workstreams on FST web: https://financetransformation.virginia.edu/, then click on Key Activities and choose your desired workstream from the dropdown menu
Continuous Improvement Community on the CommunityHub: https://communityhub.virginia.edu/community/uva-finance-transformation/continuous-improvement
Continuous Improvement content on the blog: http://uvafinance.blogspot.com/search/label/Continuous%20Improvement
The House-Building Metaphor for FST: https://communityhub.virginia.edu/community/uva-finance-transformation/blog/2019/08/19/explaining-the-phases-of-building-fst
Want great local wine delivered to your front porch? Here are a few we've tried and enjoyed:
https://shop.kingfamilyvineyards.com/Wines
https://www.aftonmountainvineyards.com/index.cfm?method=storeproducts.showlist&productcategoryid=9E2F7380-5950-40B7-8D94-ECCEB7246AAA&isMarketingURL=1
http://www.hilltopberrywine.com/online-orders/
https://www.septenarywinery.com/Wines
On today's broadcast, we give you all the great updates, share what's coming next, and ponder our future in the music industry.
Links for more info:
- FDM Updates
- Internal Service Provider (ISP) Work
- User Personas
- Updated Workday Words Dictionary (make suggestions for additions by commenting on the CommunityHub post here)
- Consistently Updated FAQs
- Decision Log for the Project
- Channel Guide for Communications
Did you know? There's a new quick link to all things FST Governance in the Online Community. It's even easier to find you Advisory Group materials -- just click on UVAFinance Community when you log in to CommunityHub, then click Governance!
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
All things Finance Strategic Transformation for July 23, 2020! Patty and Brandi talk about timeline updates, the FDM worktags that go into the first tenant build, the ISP project, what's new with Adaptive, Personas, and cute furry animals!
Updates you might be interested in:
- Supplemental System Survey in the Online Community
- More about ISP project
- Expanded Timeline overview
- Adaptive Updates
- More on Personas
- FDM and Worktags
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
What's going on in Finance Strategic Transformation as of July 9, 2020! Today we talk about timeline and what's next, website resource updates, and insight into project decisions.
Updates you might be interested in:
- Update Workday Words Dictionary
- FST Project Governance Changes
- FST Decision-Making Structure
- Decision Log for the Project
- Project Team Structure
- People on the Team
- Consistently Updated FAQs
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
There's so much to share on this week's broadcast! Today we talk about Configuration & Prototype, an update on Adaptive Insights, changes to the Governance structure, and more.
Links of interest:
How are FST decisions made?
Configuration and Prototype
Adaptive Insights Resources
Governance Changes
About the FST Team
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
You may know that the FST timeline had been extended by at least six months early this spring as the Coronavirus response began to take shape at UVA. Earlier this week, project co-sponsors J.J. Davis and Liz Magill made the official decision to delay go-live of Workday Financials go-live until July 1, 2022 (a full year past the original date). This delay will allow all of UVA to give the current changing circumstances the attention they require while still delivering a truly transformative project.
Updates you might be interested in:
- Grants Management module development
- Foundation Data Model Governance update
- Spend Workstream areas of focus
- Workday Expenses chosen over Chrome River
- Fundriver will be retained instead of Workday Endowments
-
Adaptive Insights Budgeting Tool - Schools and units will validate their budgets in AI by June 16
-
Remember that the Workday Financials implementation is only one part of FST. Please also feel free to take advantage of the Continuous Improvement resources the team has developed on CommunityHub (if you're not sure how to use the Hub, check out this quick video).
WFST is your Transformation Station!
In this episode:
Weigh in on the idea of a mid-year go live
The Change Management Team wants to hear from you
Who owns FST once it's done?
Adaptive Insights Update
Architect Session Mania!
Supplemental System Database
Workday Words on FST Website
Seriously want some good recommendations on shows to binge watch? We got you.
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
WFST is your transformation station!
The Project timeline has been extended for at least six months, new website resources, and more!
Resources Mentioned:
- Check out this piece by Mark Anderson in the online Community about our road map for Reporting & Analytics – which is one of the four main areas that make up FST.
- Architect sessions continue to take place, though on a less compressed schedule than before, given the extension. We’ve begun posting the slides to all architect sessions in the Online Community, and we’re compiling a master list of all the attendees of the architect sessions to be posted there as well.
- On the FST website: We're adding resources like a “Workday Words” glossary that will help us start to understand what some of the new terminology we are hearing means, and how it may or may not connect to similar terms we’ve used in the past.
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
WFST is your transformation station!
Further discussion of Workday Expenses, supplier management, and continuous improvement.
Resources Mentioned:
Augie Maurelli's post on Expense
Supplier Management Question
Continuous Improvement Space in the Online Community
WFST is your Transformation Station!
Business Continuity in the time of Coronavirus, Workday Expenses and Chrome River, and new team members
Resources Mentioned:
Online Community: CommunityHub
FST Website: https://financetransformation.virginia.edu/
Workday Expenses / Chrome River post: https://communityhub.virginia.edu/community/uva-finance-transformation/blog/2020/04/07/chrome-river-and-workday-expenses?sr=stream
WFST is your Transformation Station!
How UVA's response to COVID-19 impacts the project, FDM updates, and more.
Resources Mentioned:
FDM Info in the Community: https://communityhub.virginia.edu/community/uva-finance-transformation/blog/2020/03/25/getting-the-foundation-data-model-fdm-right-for-workday-financials-implementation
Join our team: https://financetransformation.virginia.edu/join-our-team
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
WFST is your Transformation Station!
Updates on the Chart of Accounts, upcoming Data Architecture sessions, staffing, and more.
Resources Mentioned:
We have two new Team members: Jamie Wilson and Mark Anderson
Join our team: https://financetransformation.virginia.edu/join-our-team
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
WFST is your Transformation Station!
Updates on open positions, the project team, data gathering sessions, and the Adaptive Insights pilot.
Resources Mentioned:
Say Hi to new FST Team members on the Community: https://communityhub.virginia.edu/community/uva-finance-transformation/blog/2020/02/19/say-hi-to-new-fst-team-members
Join our team: https://financetransformation.virginia.edu/join-our-team
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
WFST is your Transformation Station!
In this first broadcast of 2020, we share the newest members of the FST team (we even have one of them join us in the studio!). There's so much more to come as we enter Phase 3!
Resources Mentioned:
Jackie Tucker: https://uvafinance.blogspot.com/2019/12/anchovies-antiques-and-implementations.html
Angela Knobloch: https://uvafinance.blogspot.com/2020/01/just-week-into-her-new-role-with.html
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
WFST is your Transformation Station!
Today we bring you a quick look back at Phase 2 of FST, as well as a look ahead at what's coming in 2020 as Phase 3 begins.
Resources Mentioned:
Design Principles
Phase 3 Timeline
Coms Channels:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
WFST is your Transformation Station!
During this, our first real broadcast, we bring you updates on hiring, Phase 2 wrapup, and what's new in the Community (featuring questions on Chrome River, Training, and more!).
Resources mentioned:
- The FST Website: financetransformation.virginia.edu
- The Community: Communityhub.virginia.edu (just click on "UVAFinance Community" once you're in!)
- UVAFinance Blog: UVAFinance.blogspot.com
- Our email: financetransformation@virginia.edu
Find it hard to keep up with Finance Transformation information while balancing your busy work schedule? We've got you covered: WFST Radio, a new podcast from your friends at UVAFinance, will help you cut through the clutter and help you understand what's happening and what you might need to read up on -- all in under ten minutes!
Join us bi-weekly as we break down the biggest news from FST, share updates you may have missed, and let you know what's coming up!
Hit that subscribe button so you don't miss a thing!