As you may have read, UVAFinance is partnering with Deloitte as our consulting firm during the planning phase of Finance Strategic Transformation. Over the next few months, you're likely to run into them if you're in Carruthers, or as part of activities and meetings surrounding FST, so we wanted to introduce them to you. Others will join the team as we move forward; we'll be sure and introduce them as well!
Jim Kemp, Lead Engagement DirectorJim has an extensive background in transformative efforts in higher education and academic medical centers. His experience includes leading planning and improvement efforts for a number of top research-intensive universities in the US, as well as leading planning projects at large, decentralized universities gaining insights into the opportunities and challenges of moving to the cloud. Prior to joining Deloitte, he was CFO for an Ivy League medical school with $1.6B in operating revenues and a faculty practice plan, and he also oversaw the financial administration of a sponsored research portfolio at a top-ten research-intensive university.
Sue DeVos, Project Management OversightSue brings more than 30 years of experience working with financial senior management in universities, academic medical centers, and healthcare systems. She has 20 years of experience in consulting on the business transformation of higher education and healthcare institutions. Most recently, she served as Project Manager for the preparation of a Business Case including Total Cost of Ownership for a Workday Financials implementation at a large, public doctoral highest research activity university with a health system.
Renae Ebert, Software as a Service, ERP FinancialsRenae has extensive experience working with higher education and health care provider clients on their finance transformation journey to the cloud by sharing lessons learned assessing and implementing Workday and other ERPs for multiple types of R1 institutions with related academic medical centers (AMCs). Her areas of specialization include financials, grants post-award, process design and re-engineering, functional configuration, chart of accounts design and remediation, back-office optimization, and full life cycle Software as a Service deployments for large research institutions with related academic medical centers. Most recently, she facilitated process maturity workshops and Workday Financials assessment for two large research universities with related health systems.
Tom Roake, Change ManagementTom has nine years of experience in providing change management services in support of large-scale enterprise resource planning implementations. Tom served as the Organizational Change Management lead for the implementation of Workday Financials at a R1 university, providing oversight of change, communications, and training work streams through go-live. His team conducted a change impact assessment, managed a change agent network, delivered regular communications, conducted periodic readiness assessments, supported role mapping, and managed knowledge transfer activities across the project. The team also developed and delivered a comprehensive training program and provided training to over 5,000 users.
