UW Finance Transformation (UWFT) is working to support the launch to Workday Financial in July 2023. This redesign of our finance-related policies and processes, with the help of new technology will increase transparency, integrity and synergy. The transformation to a single financial system of record for all of UW will enable teams to reduce risk through predictable, real-time, and informed decisions.
The current implementation phase focuses on building out processes and configuring systems. As processes in this phase iterate, they move beyond the philosophical framework established in the design phase and begin to resemble what future state operational activity could look like for UW Tacoma. More information about the program, updates, and training opportunities are listed below and will be updated in the future. Questions about UWFT? Contact our team at financet@uw.edu.
Upcoming events relevant to the UW Tacoma community will be listed here and on the UWFT Change Network.
Finance Transformation Update for UW Tacoma - May 2022
Finance facilitated a series of stakeholder engagements in early May to provide updates on Finance Transformation. Change Manager Megan Younkin presented updates from the program team, and we held time for open questions and answers.
Resources: Slide Deck, Presentation Recording, Presentation Transcript
- UWFT Program Objectives & Timeline
- Shared Environment Overview
- What We Know / What We Don’t Know Yet
- End-User Engagement (What’s Coming and When?)
- Where to Go For Additional UWFT Information
Workday Core Concepts: Security - March 2022
Resources: Slide Deck, Presentation Recording
- Introduce how security roles are implemented
- Provide information on Employee Mapping Tool, assisting with assignment of security roles
Workday Core Concepts: Business Processes - November 2021
Resources: Slide Deck, Presentation Recording
- Introduce processes -- steps required to accomplish tasks across functions
- Demonstrate examples of business processes in Workday Financial
Workday Core Concepts: Foundation Data Model (FDM) - August 2021
Resources: Slide Deck, Presentation Recording
- Basics of the FDM which will replace our current chart of accounts
- Workday definitions and demonstrations
Financial Transformation Overview for UW Tacoma - March 2021
Resources: Slide Deck, Presentation Recording
- Providing a high-level overview and update on program activities
- Introducing key concepts that will be expanded on in future sessions
- Providing resources and previewing upcoming engagement and training activities
- Identifying pending program decisions will determine future-state workflows
