ucpath future state operating models project · 2019-12-04 · application for 2015 larry l....
Post on 09-Jan-2020
4 Views
Preview:
TRANSCRIPT
Application for 2015 Larry L. Sautter Award University of California, Riverside
UCPath Future State Operating Models 1
UCPath Future State Operating Models Project
“Again, I want to congratulate you and the Riverside team for the work you
conducted to create the UCPath Future State Operating Models report. The
resulting framework should be of significant value to campuses who will need to
undertake comparable work locally in preparation for UCPath."
--- Mark Cianca, Deputy CIO
University of California Office of the President
Project Impact
In its Foundation for Collaboration of Technology Enabled UC Solutions the UC Information Technology
Leadership Council (ITLC) emphasizes the significance of two core areas of effort, Pillar 1 and Pillar 2, for
effective technology collaboration amongst UC campuses. Pillar 1 requires “a partnership between the
information technology community and functional business colleagues”, aimed at the development of a
shared vision/roadmaps of the business functional objectives toward which technology projects should
be directed. Pillar 2 outlines the conceptual foundation for a common architecture supporting effective
technology collaboration between UC campuses.
The ITLC and numerous subsidiary groups continue to make significant strides in developing the
framework outlined for Pillar 2. UC Riverside’s UCPath Future State Operating Models project
represents a significant down-payment on the requirements of Pillar 1, and serves as a model for the
role that IT organizations can play in forging strong technical-functional partnerships and facilitating
Application for 2015 Larry L. Sautter Award University of California, Riverside
UCPath Future State Operating Models 2
broad agreement about key business functional objectives as well as the application of technical
solutions to these objectives. It has additionally played a significant role in facilitating President
Napolitano’s stated objective for UCPath as a business transformation project, rather than a system
implementation.
Business Need
As a participant in the UCPath project, UCR finds itself at a strategic crossroads. Campus leadership has
experienced substantial change, with a new Chancellor, Provost, VC Planning & Budget and VC
Administration in the past 24 months. At the behest of this leadership the campus is aggressively
pursuing aspirational goals (e.g. AAU membership, 300 new ladder-rank faculty in the next 5 years) in
accordance with its UCR 2020 strategic plan. All of this occurs during a period of tremendous growth for
the campus, which has focused campus leaders on the need to maximize the efficient and effective use
of campus resources. To successfully achieve its strategic goals, UCR cannot continue to do business
administratively as it has in the past.
For these reasons, UCR leadership has from early on recognized the opportunity for transformational
change associated with UC Path. The project to replace PPS with PeopleSoft HCM will bring certain
benefits to participating locations purely through the enhanced technology being implemented (e.g.
data validation, enhanced reporting), though this by itself does not guarantee efficiency. The
standardization of processes through the UCPath Future State Process Design (FSPD) project and
associated local efforts promises to bring some efficiencies to locations through more effective
interactions with the UCPath Center. However, to achieve significant and long-lasting benefits
associated with UCPath in both service quality and cost savings UCR leadership feels the campus must
reconsider its overall administrative operational structure. This structure must be aligned with both (1)
industry best practices in administrative service delivery, and (2) the technical and functional aspects of
the overall UCPath solution. This is the objective of UCR’s Future State Operating Models project – to re-
vision and re-design its administrative structures and associated technologies for optimal future
operations.
While UCR’s initial focus in the Future State Operating Models project has been on UCPath and its
associated functional areas (Human Resources, Academic Personnel, Payroll, Financial Services), campus
leadership’s broader goal is to develop a foundation for efficient and high quality service delivery that is
extensible to a variety of services, including research administration, travel reimbursement,
procurement, and others.
The Project: Summary and Highlights
Recognizing that other UCPath locations would potentially benefit from this effort, UCR approached the
UCPath Project Management Office (PMO) in mid-2014 with a proposal to develop future state
operating models that were applicable to any UC campus. The project was approved and funded by the
UCPath PMO in August 2014, and was completed between September 2014 and January 2015. Details of
the project are provided below:
Application for 2015 Larry L. Sautter Award University of California, Riverside
UCPath Future State Operating Models 3
UCR’s effort was completed under the guidance of the campus’ UCPath governance structure,
and was spearheaded by AVC & CIO Chuck Rowley. A small cross-functional team was formed
including each of the functional unit heads associated with UCPath (Human Resources,
Academic Personnel, Financial Services, Payroll & Budget), as well as leadership from three of
the UCR’s units (including both large and small units, as well both academic and administrative
units).
UCR’s team partnered with Huron Consulting Group for the project. Huron was selected for their
significant experience with UCPath as well as their broad expertise in administrative service
delivery within higher education.
The core project deliverables included the following:
o Structural diagrams of four potential future state operating models, including both
administrative structures and enabling technologies
o Core project narrative document including definition of:
Functional roles utilized within the models
Key model characteristics
Pros & cons of each model
Model technology requirements
Evaluation framework for location model review
o Infographics depicting the use of each model in one faculty & one staff HR/APO/Payroll
process
The core project development was completed between September and December 2014. To
ensure that project development was consistent with the original proposal, UCR held a webinar
for all UCPath locations in November 2014 to present several draft deliverables for review &
feedback.
UCR provided all final project deliverables to the UCPath PMO and all UC campuses in February
2015. CIO Rowley led a presentation to the UCPath Steering Committee in March 2015, and UCR
hosted in-depth reviews of the project deliverables for all UC campuses at UC Irvine and UCOP in
March 2015. These meetings were attended by over 100 UC staff.
The final project deliverables were presented to UCR’s Chancellor and EVC/Provost in January
2015. A variant of Model 3 was selected by the Chancellor and Provost, and UCR is currently in
the initial stages of implementation of this model.
UCR has received highly positive feedback on the project from other UC campuses, and the
project deliverables have been utilized by several UC campuses in their own efforts for
optimizing service delivery.
o As a result of the project, UC Irvine has initiated campus review of its future state
operating environment and has formed a “tiger team” to consider administrative
centralization.
o UCSD has utilized the project documentation in its ongoing campus dialogue regarding
the campus’ optimal structure for UCPath implementation.
o UC Merced and UC Davis have indicated that the project has assisted them in their
UCPath implementations.
Application for 2015 Larry L. Sautter Award University of California, Riverside
UCPath Future State Operating Models 4
o UCSF is utilizing the project documentation as part of the review of its existing campus
shared services model.
Optional Flow Chart or Other Diagram Base Future State Operating Model Diagram
Future State New Hiring Infographic
Application for 2015 Larry L. Sautter Award University of California, Riverside
UCPath Future State Operating Models 5
Location Model Evaluation Framework Visualization
Application for 2015 Larry L. Sautter Award University of California, Riverside
UCPath Future State Operating Models 6
Testimonials
“Thank you for your time today. It was a great meeting and very insightful presentation. Will it be
possible to obtain the slide deck that was put together for your leadership presentation – perhaps an
abridged/redacted version? I thought the slide deck was a great summary and business case – I believe
we can leverage some of the presentation materials as we start conversations with our leadership.”
Radhika Prabhu
Director, Project Management Office
Accounting & Financial Services, UC Davis
“The information you provided was exactly what we needed. Thank you for making this happen.”
Maria Ayllon, PMP
UCPath Project Manager, Project Management Office
University of California Santa Barbara
“The materials and the webinar were so helpful to us. I think it will jump start a new effort here and give
us the grounding to start the conversations with a solid structure to work with.”
Cynthia Señeriz
Acting Director, Human Resources and Compensation Manager
University of California, Santa Barbara
Timeline
June - July 2014 Initial Project Interactions Between UCR & UCPath PMO
August 2014 Project Approval by UCPath Steering Committee
October – December 2014 UCR Project Design & Review Sessions
November 2014 Project Initial Review Webinar for UCPath Locations
January 2015 Project Deliverables Finalized
January 2015 Presentation to UCR Chancellor & EVC, Model 3 Selected
February 2015 Final Deliverables Presentation to UCPath Steering Committee
March 2015 North & South Presentations to UCPath Location Teams
Ongoing UCR Model 3 Implementation
Application for 2015 Larry L. Sautter Award University of California, Riverside
UCPath Future State Operating Models 7
Team Members Chuck Rowley, Associate Vice Chancellor, Computing & Communications & CIO
Matt Hull, Associate Vice Chancellor, Financial Planning & Analysis
Bobbi McCracken, Associated Vice Chancellor, Financial Services & Controller
Katina Napper, Assistant Vice Provost, Academic Personnel
Jadie Lee, Associate Vice Chancellor, Human Resources
Cathy Eckman, Chief Financial & Administrative Officer, Student Affairs
Jennifer Farias, Chief Financial & Administrative Officer, College of Natural & Agricultural Sciences
Laurie Gustafson, Chief Financial & Administrative Officer, Anderson Graduate School of Management
David Gracey, Director, Enterprise Application Development
Josh Bright, Project Manager, Computing & Communications
Submitted By Josh Bright Project Manager
University of California
Riverside, CA 92521
josh.bright@ucr.edu
(951)827-1856
top related