Want to listen to this update instead of reading it? Check out WFST Radio's July 9 broadcast!
What's happening now and what comes next
Workday Financials is set to go live in June 2022, a yearlong
extension from our original timeline. We are currently in the Architect stage of Phase 3. The detailed requirements that
came from the architect sessions are being used to build the first instance of UVA’s
Workday tenant – our instance of Workday financials.
In the mid to
late fall, end-users will begin interactive walkthrough sessions with that the first tenant – this
is an opportunity for people who will be using Workday Financials to “kick the
tires” of the first system build. End users will give feedback on any issues
they see, and share opportunities to enhance the system. You’ll hear this referred to often as “user
validation.”
There will be
at least two rounds of designing the system and validating the system – and
maybe three rounds, if the timing works out – throughout late 2020 and all of
2021 as we head toward the June 2022 go-live date.
We’ll be posting
updated timelines all over the FST communications channels in the coming days
to keep you on track.
Personas
In order to build
the best initial version of our tenant of Workday Financials, one of the tasks
the FST team is working through is developing personas that allow them to
understand how staff in given roles might be impacted by the Workday Financials
Implementation. These personas
will help the team anticipate and defuse problems and concerns, and also to
identify opportunities for process improvement, as well as technology
improvements, and messages that need to be communicated. When we talk
about personas, we are NOT talking about security roles, but rather examples of
representative users from all across Grounds that will help us see through
their eyes as we build the first tenant.
Internal Service Providers
Another
current area of work is focused on our Internal Service Providers, or
ISPs. UVA has internal billing activities for
business units across Grounds, most of which are reassigning costs in
Oracle. This billing will have to be
brought into Workday Financials. Workday
has dedicated functionality for Internal Service Provider activities with the
revenue-generating area processing transactions to be routed through the
workflow for approval before an expense posts to the applicable cost center or
other FDM values.
There are
over 100 different potential revenue-generating activities that need to
be considered as part of transitioning to Workday Financials. A dedicated ISP team within the project team
is beginning to meet with school and unit stakeholders to gather functional
requirements for that first tenant build.
Their goal is to understand current state operations and ensure that
Workday’s ISP functionality meets school and unit needs.
Adaptive Planning (Adaptive Insights)
Workday’s recent
decision to rename the Adaptive Insights budgeting tool “Adaptive Planning”
means that you’ll hear our budget tool referred to by both names. Adaptive is being used by UVA schools and units
right now to revise their FY21 budgets.
The robust capabilities of Adaptive should provide everyone with
improved tools to make informed decisions.
If you’re working in Adaptive, the project team is here to
support school and unit partners in this process by providing resources and
holding office hours to help with the process. Check the Adaptive Resources page on the FST website.
New on the FST Website
We’ve pulled
together a decision log that documents all project decisions, along with
explanations of the decision-making structure and all the hows and whos of
decision making. They’re definitely worth a look so you can understand
how things are happening on the project.
We’re also updating our WorkdayWords dictionary with new terms submitted by the UVA Community for definition. If you
have a term you think needs to be defined, whether it’s a workday term or a
term we currently use, please shoot us a line.
If you think it needs defining, odds are good someone else does, too.
We’ve also updated our governance lookup feature on
the web since there have been some changes to the governance structure
lately. You can use this feature to
easily locate who in your area is representing you in project governance
groups.
Updates are ongoing on the Frequently Asked Questions page. We have new questions from Fiscal Administrator's Meetings and other stakeholder groups, and we're steadily answering them.
More updates in this blog article.
This comment has been removed by the author.
ReplyDelete