ESR Enterprise Systems Renewal Program Home
The Enterprise Systems Renewal (ESR) program is an initiative that will transform core business and administrative processes across campus. This multi-year program will engage central offices and academic departments to optimize processes and to deploy new systems that will effectively meet the ever-changing needs of our growing University.
Started in July 2017, ESR is the largest process and technology improvement program ever undertaken at UC San Diego.
Program links:
ESR Governance
Enterprise Information Services Committee (EISC)
Co-Chairs
Pierre Ouillet - Vice Chancellor, Chief Financial Officer
Kevin Chou - Director, Enterprise Systems Renewal & Executive Director, Information Technology Services
Committee
Joel Bingham - Director of Advancement Data and Business Systems
Patrick Callaghan - AVC, Scripps Institution of Oceanography
Marie Carter-Dubois - AVC, Academic Resource Administration
Robert Continetti - Senior AVC, Academic Affairs
Rina Davison - AVC, Health Sciences Administration
Lori Donaldson - Chief Financial Officer, Health
Josh Glandorf - CIO, Health Information Services
Jacob Guss - Controller, Resource Management & Planning
Faith Hawkins - AVC, Research
Hemlata Jhaveri - Executive Director, Housing Dining Hospitality
Tonya Jackman Hampton - Chief Human Resources Officer, Health
Mercedes Munoz - AVC, Campus Budget Office
Eric Mah - Asst. Dean, Clinical and Translational Research
Jim Rawlins, - AVC Enrollment Management
Cheryl Ross - AVC, Controller
Alysson Satterlund - VC, Student Affairs
Pearl Trinidad - Human Resources/Campus
Guests
Ted Johnson - Chief Procurement Officer and Associate Controller
Shannon Milligan - Dir/Student Affairs Assessment, Evaluation and Organizational Development
ESR Program Team
Procurement
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Ted Johnson - Chief Procurement Officer
Todd Adams - Director, Procurement
Andrew Bunker - Manager, Technology
Mary Wong - RFx Supervisor
Lynda Ta - RFx Coordinator
Director
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Kevin Chou
Architecture & Program Management
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Scott Lee - Enterprise Architect, ESR
David Hutches - Data Architect, ESR
Erin Kilburn - Program Manager, ESR
Expert Sourcing Facilitation
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Paula S. Finnegan - Director, Talent Acquisition & Data Analytics
Janet Kamerman - CHRO, Health
Strategic Organizational Change Management
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Lynn Underwood - Director, Strategic OCM
Mojgan Amini - Program ITS/IT Community
Mark Hersberger - ESR Communications Lead
Elaine Fleming -ESR Communications Lead
Justin Clow - Service Transition Consultant
Allisa Becker - Service Sustainment Consultant
Continuity Planning
(Downstream Systems Remediation)
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Say-Ho Tan - OCM/Business Systems Analyst
Business Process Improvement
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Shawn Munro - Lean Bench Manager
Prachi Raheja - Lean Bench Manager
ESR Active Projects
Student Information System (SIS)
The Student Information System (SIS) project will replace UCSD's current mainframe student system, which was developed in the 1980s and no longer meets the university’s needs. The new student system will provide a comprehensive, modern solution for the university’s business needs, freeing up employees to focus their time and effort on advancing the education, research and public service mission of UC San Diego.
Executive Sponsor
Escalation
Governance
Core Team
Project Links
Enterprise Identity Management (EIM)
The Enterprise Identity Management (EIM) project is an opportunity to define, design and implement a new enterprise Identity Management service for UC San Diego. With this project we will assess the current identity management landscape and strategically introduce governance and solutions for Identity Management and ancillary services.
Project Sponsors
- Vince Kellen - Chief Information Officer (CIO)
Escalation
- Kevin Chou - Director, ESR; Interim Chief Information Security Office
Project Governance (merged with Change Coalition July 2023)
Chairs
- Kevin Chou - Director, ESR; Interim Chief Information Security Office
- John Torello - CTO Health IS
Committee
- Ed Abeyta - Associate Dean of Extension's Education and Community Outreach
- Alfredo Barcenas - Director Student Governments, Auxiliaries and Service
- Jennifer Bourque - Office of Postdoctoral and Visiting Scholar Affairs
Joel Bingham - Director of Advancement Data and Business Systems
- Ian Galton - Professor, Electrical & Computer Engineering
- Ron Joyce - Director Information Technology Services, HDH
- Rachel Lau - Executive Vice President, AS
- Brian Lorentz - Human Resources
- Cindy Lyons - University Registrar
- Erik Mitchell - University Librarian
- Cindy Palmer - AVC, Academic Personnel Services
- Tamara Lynn Schaps - Assistant Dean, Graduate Strategic Initiatives
- Pearl Trinidad - Executive Director, BFS
Ex Officio
- Kevin Chou - Director ESR
- Evans Owalla - University Audit
- Pegah Parsi - Privacy Officer
Brett Pollak - Director, WTS ITS
- Jude Poole - Director Biology Computer Services, Division of Biological Sciences
Core Team
- Erin Kilburn - Interim Project Manager
- Lynn Underwood- Change Lead
- Mojgan Amini - Technical Change Lead
- Joe Gandini- Change Practitioner
- Elaine Fleming- Change Practitioner
- David Hutches- Enterprise Architect
- Mona Zarei- Solution Architect
- Mike McGrath - Business Systems Analyst/Requirements Lead
- Bill Sweetman - Integration Lead
- Shelli Sannes - Test Lead
- Say-Ho Tan - Continuity Planning Lead
- Allan Kim - Configuration Lead
- Dalton Brown - Service Transition Lead, Service Owner
- Christopher Gerrity - Service Transition/Continuity Planning Project Manager and Organizational Change Management
Technical Team
- Allan Kim - Developer/Configurator
- Chaitanya Allu- Developer/Configurator
- Leo Munduruca - Developer/Configurator
- Ryan Austin - Developer/Configurator
- Trevor Buchanan - Developer/Configurator
- Benn Oshrin - COManage Product Developer
- Matt Barrett - Integration Developer
- Charles Bryant - Integration Developer
Project Links
- /wiki/spaces/EIAM/overview
- Jira: https://its-pro.ucsd.edu/secure/PortfolioPlanView.jspa?id=163&sid=171&vid=661#plan/backlog
- Google Docs Site
Faculty 180
This project is a reboot of the previous implementation of Faculty 180 which was part of our original project for AP Services implementation of Interfolio's Promotion, Tenure, & Review (PTR). There were two phases to the original project and due to a number of reasons/circumstances PTR was implemented and Faculty180 was put on hold. This project will complete the Faculty180 implementation.
Project Sponsors
- Cindy Palmer - Assistant Vice Chancellor - Academic Personnel
Escalation
- Cindy Palmer - Assistant Vice Chancellor - Academic Personnel
- Kevin Chou - Director, ESR
- Jonathan Whitman - Service Owner
Project Governance
- Cindy Palmer (Co-Chair) - Assistant Vice Chancellor - Academic Personnel
- Douglas Ziedonis Co-Chair) - Assistant Vice Chancellor - Health Sciences
- Evelyn Hidalgo - Associate Dean, Academic & Staff Administration
- Robert Ross - Assistant Vice Chancellor - Health Sciences
- Alison Sanders - Assistant Vice Chancellor - Academic Affairs, Chief of Staff
- Robert Continetti - Sr. Assistant Vice Chancellor - Academic Affairs
- Pierre Ouillet - VC & Chief Financial Officer
- Kevin Chou - Director, ESR Program
- Christopher Longhurst - Chief Information Officer, Health Sciences
Core Team
- John Lane- Project Manager
- Julia Partridge - Change Lead, Business Process Lead, Configuration Lead
- Gabriel Lopez - Change Practitioner, Business Systems Analyst
- Dorria Burgess - Change Practitioner
- Jonathan Whitman - Enterprise Architect
- Stephen Hamilton - Solutions Architect
- Jonathan Whitman - Service Owner
Project Links:
Facilities Activity Hub (FacAH)A central repository for housing different sources of facilities data, including Tririga and CAMS. Project Sponsors
Escalation
Project Governance
Core Team
Project Links
| Compliance Activity HubCombining data to support compliance activity, such as Kuali COI. Project Sponsors
Escalation
Project Governance
Core Team
Project Links
|
ESR Completed & Transitioned to Sustainment/Operations & Continuous Improvement
Undergraduate Admissions Project (Slate) (Live)
Slate is the undergraduate admissions process solution implemented in partnership with campus Admissions & Enrollment Services. Slate contact management, outreach, travel management, online applications, and online reading features allow management of all interactions, communications, applications, test scores, relationships, and materials for student admissions.
Slate was integrated with campus systems in early 2018 and has been implemented for the Fall Quarter 2018 incoming class.
Core Team
- Cindy Parra - Admissions
- Franklin Cuevas - Admissions
- Michelle Ransom - Admissions
- Shirley Balbin-Stacher - Admissions
- Rivka Binyamin - Admissions
- Yen Haas - Admissions
- Fernando Vela - Admissions
- Jonathan Whitman - SIS
- Viet Troung - Solution Architect
- Art Zavala - Developer
- Jendy Dennis - Developer
- Med Dirami - Developer
- Reynaldo Cruz - Developer
- Sowmya Sekar - Developer
- John Lane - Project Manager
Project Links:
Milestone Dashboard: N/A
Confluence Space: /wiki/spaces/SI/overview
Recent Presentations: TBA
JIRA Project: https://its-pro.ucsd.edu/projects/BTSSLA/summary
uAchieve Project (Degree Audit Reporting System) (Live)
The Campus Degree Audit System (uAchieve - formerly DARS) is updating to uAchieve combined degree audit reporting, academic planning, and schedule building to support student and advisor collaboration for planning an academic career. This project will set the foundation for interactive audits, degree planning, seamless transfer articulation, and NCAA tracking and financial aid verification.
Project Sponsors
- TBD
Escalation
- Kevin Chou - Director, ESR
- Cindy Lyons - Change Lead & Practitioner
- Jonathan Whitman - Solution Architect
Project Governance
- TBD
Core Team
- Cindy Lyons - Change Lead & Practitioner
- Kathy Newman - Configuration Lead
- Dean Conde - Business Analyst
- Ken Keziah - QA and Training Analyst
- Anna Ruan - Technical Lead
- Jonathan Whitman - Solution Architect
- John Lane - Project Manager
Project Links:
- Status Reports
- Confluence Space: /wiki/spaces/BD/overview
- Recent Presentations: TBA
- JIRA Project: https://its-pro.ucsd.edu/projects/BTSDARS
Student Financial Aid System Project (ProSAM) (Live)
The current campus financial aid application, Student Aid Management system (SAM), is upgrading to ProSAM, which features an easy-to-use interface, uses flexible and secure technology and allows for integration with other campus systems.
Project Governance
- Vonda Garcia - Director FAS
Escalation
- Kevin Chou - Director, ESR
- Vonda Garcia - Change Lead & Practitioner
- Jonathan Whitman - Solution Architect
Core Team
- Esteban Marquez - Process Lead
- Vonda Garcia - Change Lead & Practitioner
- Esteban Marquez - Configuration Lead
- Viet Truong - Solution Architect
- John Lane - Project Manager
Project Links:
- Status Reports
- Confluence Space: https://ucsdcollab.atlassian.net/wiki/display/BP
- Recent Presentations: TBA
- JIRA Project: https://its-pro.ucsd.edu/projects/BTSPSM/
Tririga (Real Estate) (Live)
This project will implement the Real Estate module leveraging the IBM Tririga system procured as an enterprise platform for the UC system. Phase 1 scope includes transforming UCSD lease documents into lease records within the TRIRIGA Real Estate application along with the development of key operational reports. Future phases will follow.
Project Sponsors
- Pierre Ouillet - VCCFO
- Gary Matthews - VCRMP
Escalation
- Jeff Graham - Executive Director, Real Estate
- Kevin Chou - Director, ESR
- Michael Howell - Assistant Director, RMP IS
Project Governance
- TBA
Core Team
- Chris Ranglas- Project Manager
- Vladimir Orlic - Solution Architect
- Brandi Mulvey - Bus Process & Configuration Lead
- Spurgeon Thomas - Business Systems Analyst
- Zerak Saleh - Developer
Project Links
Status Reports: /wiki/spaces/ETREM/pages/48989979
- Confluence Space: ESR Tririga Real Estate Management
- JIRA Project: Link to JIRA Project
Tririga (Space Management) (Live)
This project will implement the Space Management module leveraging the IBM Tririga system procured as an enterprise platform for the UC system. Phase 1 is scoped to emphasize specific management tools within the TRIRIGA Space Management application (moves and planning) and research activity (allocation and analysis). Future phases will follow.
Project Sponsors
- Pierre Ouillet - VCCFO
- Gary Matthews - VCRMP
Escalation
- Gene Hasegawa - COO, Health Sciences
- John Hughes - Sr Dir/Fin/Facil/Ops
- Douglas Bennett - Chief of Staff
- Kevin Chou - Director, ESR
Project Steering Workgroup
- Robert Clossin (chair), VC RMP, Campus Planning
- Tara Cameron, EVC Academic Affairs
- Mike Dayton, UCSD Health
- Ken Hall, VC Marine Sciences, SIO
- John Hughes, VC Student Affairs
- Jeff Kaplan, VC Health Sciences
- Edward Polk, VC RMP Campus Planning
- Cristy Winter, VC RMP Campus Planning
- Mercedes Munoz, Chancellor’s Office
- Ted Johnson, CFO / Business Affairs
Core Team
- Shawn Pappelbaum - Project Manager
- Vladimir Orlic - Solution Architect
- Kirk Belles - Bus Process & Configuration Lead
- Eliud Escobedo - Change Lead & Practitioner
- Stewart McMaken - Business Systems Analyst
- Jovon Holloway - Business Systems Analyst
- Dianna Heard - Trainer
- Michael Howell, Tririga Application Owner
- Zerak Saleh - Developer
Project Links
Status Reports: Status Reports
- Confluence Space: /wiki/spaces/ESM/overview
- Recent presentations: /wiki/spaces/ESM/pages/14617723
- JIRA Project: Link to JIRA Kanban
Outside Activity Tracking System (OATS) (Live)
A system to track faculty professional activities outside of UC San Diego.
Project Sponsors
- Elizabeth Simmons - Executive Vice Chancellor, Academic Affairs
- David Brenner - Vice Chancellor, Health Sciences
Escalation
- Kevin Chou - Director, ESR
- Cynthia Palmer (co-chair) - AVC, Academic Personnel Services
- Jonathan Whitman - Solution Architect
Project Governance
- Cynthia Palmer (co-chair) - AVC, Academic Personnel Services
- Douglas Ziedonis (co-chair) - AVC, Health Sciences
- Evelyn Hidalgo - Associate Dean, Academic & Staff Administration
- Steve Ross - AVC, Academic Affairs
- Robert Ross - AVC, Health Academic Affairs
- TBD- Chief of Staff to the EVC
- Robert Continetti - Sr. AVC, Academic Affairs
- Pierre Ouillet - Chief Financial Officer
- Kevin Chou - Director, ESR
- Christopher Longhurst - Chief Information Officer, Health
Core Team
- Cynthia Palmer - AVC, Academic Personnel Services
- Brandy Cheshire - Configuration Lead
Julia Partridge - Campus Business Lead
- Monica Gudea - Health Sciences Configuration Lead
TBD - Health Sciences Business Lead
Lynn Field-Karsh - Campus Change Lead
Heather Zion - Campus Change Practitioner
Haneen Hamad - Health Sciences Change Practitioner
- Jacqueline Daniel - Health Sciences Lead Trainer
- Jonathan Whitman - Solution Architect
- John Lane - Project Manager
Project Links:
- Status Reports
- Confluence Space
- Recent Presentations: TBA
- JIRA Project
AP Next Project (Interfolio Promotion & Tenure and Faculty180) (Live)
As part of a three year project, IT Services, in partnership with the Academic Personnel Office and the EVC’s office, is migrating from the current Academic Personnel On-Line (APOL) Review to a vendor solution from Interfolio. Included in the new Academic Personnel Next (AP Next) project are Interfolio Review, Promotion and Tenure, plus Faculty180 for faculty activity data.
Project Sponsors
- Elizabeth Simmons - Executive Vice Chancellor, Academic Affairs
- David Brenner - Vice Chancellor, Health Sciences
Escalation
- Kevin Chou - Director, ESR
- Cynthia Palmer (co-chair) - AVC, Academic Personnel Services
- Jonathan Whitman - Solution Architect
Project Governance
- Cynthia Palmer (co-chair) - AVC, Academic Personnel Services
- Douglas Ziedonis (co-chair) - AVC, Health Sciences
- Evelyn Hidalgo - Associate Dean, Academic & Staff Administration
- Steve Ross - AVC, Academic Affairs
- Robert Ross - AVC, Health Academic Affairs
- TBD- Chief of Staff to the EVC
- Robert Continetti - Sr. AVC, Academic Affairs
- Pierre Ouillet - Chief Financial Officer
- Kevin Chou - Director, ESR
- Christopher Longhurst - Chief Information Officer, Health
Core Team
- Cynthia Palmer - Change Lead
- Brandy Cheshire - Configuration Lead
- Jenna Lucius - Change Practitioner
- Jonathan Whitman - Solution Architect
- John Lane - Project Manager
Project Links:
- Status Reports
- Confluence Space: https://ucsdcollab.atlassian.net/wiki/display/APOLNEXT
- Recent Presentations: TBA
- JIRA Project: https://its-pro.ucsd.edu/browse/BTSAPNEXT
Staff Performance Appraisal (Live)
This project scope changed when HR decided not move forward with the new policies and procedures. Instead, Jude Poole updated last years Employee Performance Appraisal application with a new user interface, a narrative form and notifications.
Core Team
- Terri Winbush - Senior Director, Labor/Employee Relations
- Karen Munroe - Learning Tech Analyst
- Christopher DeSaulniers - Employee Relations Representative
- Cyndi Muylle - Director Organizational Development
- Doug Wright - Senior Operations Manager, Employee Relations
- Jude Poole - Director IT, Division of Biological Sciences
- John Lane - Project Manager
Project Links:
- Confluence Space
- Recent Presentations: TBA
- JIRA Project
Kuali Research Project (Kuali Research) (Live)
Kuali Research is the product that has been selected to manage the sponsored projects lifecycle, as it relates to Pre-Award and Post-Award, in order to best serve our Principle Investigators and support Research Administration.
Project Sponsors
- Sandra Brown - VC, Research
Escalation
- Gene Hasegawa - COO, Health Sciences
- Faith Hawkins - AVC, Research Affairs
- Anne Footer - AVC, SIO (interim)
- Kevin Chou - Director, ESR
Project Governance
- Linda Collins - AVC, Contracts & Grants
- Erika Wilson - Senior Director, School of Medicine
- Marissa Yessis - Associate Director, Post Award Financial Services
- Bill Decker - Director, Innovation & Commercialization
- Anne Footer - Chief Admin Officer, SIO
- Eric Mah - Assistant Dean, School of Medicine
- Angela McMahill - Executive Director, Research Compliance & Integrity
- Maryam Attari - Assistant DBO, Biological Sciences
- Ji Song - Management Services Officer, Nano-engineering
- Ross Dammann - Asst Dir Sys/Strt/Analytics
- Frank Truong - Director Contracts & Grants, SIO
- Julie Gallardo - CF Mgr, SD Super Computer
- Elizabeth Kelly - Mgmt Services Officer, Astrophysics Space Science
Core Team
- Susan Oswalt - Project Manager
- Robert Dias - Solution Architect
- Jason DeFay - Process Lead, Configuration Lead
- Nicole Joyce - Change Lead, Change Practitioner
- Francisco Mejia - Change Practitioner
- David Edmondson - Test Lead
- Marisol Christinson - Data Analytics /Reporting Lead
- Sunny Kochhar - Business Analyst
Project Links
- Status Reports: /wiki/spaces/ESRK/pages/15763923
- Confluence Space: ESR Research Project Home
- Recent Presentations: Communications Activities & Engagement Tracker
- JIRA Project: ESR Research Project ITS Pro
- Blink Website: http://esr.ucsd.edu/projects/kuali-research/index.html
Kuali COI Project (Kuali COI) (Live)
Kuali COI will provide the UC San Diego research community a user friendly electronic system that will integrate with other UC San Diego systems to automate and facilitate the completion of the conflict of interest (COI) disclosure forms in a systematic and efficient manner
Project Sponsors
- Sandra Brown - VC, Research
Project Governance and Escalation
- Faith Hawkins - AVC, Research Affairs
- Angela McMahill - Exec Director, Research Compliance and Integrity
- Kevin Chou - Director, ESR
Core Team
- Chris Gerrity - Project Manager
- Jennifer Ford - Process Lead, Change Lead
- Victor Kinzer - Kuali, Project Manager
- Drew Bowman - Kuali, Director of Engineering, Research
- Robert Dias - Solution Architect
- Jason DeFay - UAT Lead
- Nicole Joyce - Training Lead
Project Links
- Status Reports: /wiki/spaces/ESRKCOI/pages/48272015
- Confluence Space: /wiki/spaces/ESRKCOI/overview
- JIRA Project: Kuali COI Project (KCOI)
- Blink Website: http://esr.ucsd.edu/projects/kuali-research/index.html
UC Path (Live)
UCPath is a comprehensive payroll, benefits, human resources and academic personnel system for all UC locations and employees. It replaces PPS, the current and antiquated 38+ year old Payroll and Personnel System, with a modernized and sustainable solution.
Project Sponsors
- Pierre Ouillet - VC, Chief Financial Officer
- Cheryl Ross - AVC/Controller, BFS/VCHS Fin Offr
- Vince Kellen - Chief Information Officer (CIO)
- Nancy Resnick - Chief Human Resource Officer
Escalation
HR
- Nancy Resnick - CHRO, Campus
- Janet Kamerman - CHRO, HS
ACADEMIC PERSONNEL
- Cynthia Palmer - AVC, Acad Personnel Services
- Evelyn Hidalgo - Assoc Dean, Acad & Staff Admin
TECHNOLOGY
- Vince Kellen - CIO, Campus
- Chris Longhurst - CIO. HS
PAYROLL/FINANCIAL
- Cheryl Ross - AVC/Controller, BFS/VCHS Fin Offr
- Lori Donaldson - CFO, Health
- Pierre Ouillet - VC, Chief Financial Officer
- Pearl Trinidad - Executive Director, BFS
- Reid Hollyfield - Assoc CFO, HS
- Sylvia Lepe - Asst VC, Budget
Project Governance
- Pierre Ouillet - VC, Chief Financial Officer
- Cheryl Ross - AVC/Controller, BFS/VCHS Fin Offr
- Vince Kellen - CIO, Campus
- Nancy Resnick - CHRO, Campus
- Janet Kamerman - CHRO, HS
- Cynthia Palmer - AVC, Acad Personnel Services
- Evelyn Hidalgo - Assoc Dean, Acad & Staff Admin
- Chris Longhurst - CIO. HS
- Lori Donaldson - CFO, Health/Medical Center
- Pearl Trinidad - Executive Director, BFS
- Reid Hollyfield - Assoc CFO, HS
- Sylvia Lepe - Asst VC, Budget
Core Team
- Beatrice Dormoy - UCPath Program Manager
- Andreas Ericzen - Technical Project Manager
- Sana Deen - Project Manager Med Center
- Mike Hereid - Funct. Proj Mgr, Data Conversion
- Kaitlyn Hebig - UCOP PMO Liaison, Cutover Lead
- Kelly Aranaz- Funct. Proj Mgr, Future State
- Jen Grau - Technical Solution Architect
- Arlynn Renslow - Financial Lead
- Kelly Maheu - Academic Personnel Lead
- Paula Soder - HR Lead
- Arsenia Cruz - Payroll Lead
- Dawn Reser - Senior Business Analyst
- Elliot Kim - Senior Business Analyst
- Monique Pascucci - Senior Business Analyst
- Rose Mirano-Del Mar - Senior Business Analyst
- Sylvia Jeung - Senior Business Analyst
- Trang Tran - Senior Business Systems Analyst
- David Mandell - Senior Business Systems Analyst
- Jon Wan - Data Conversion Systems Analyst
- Barbara Angeletti - Change Management
- Janine Tarkow - Change Management
- Pearl Trinidad - Executive Director, BFS
Project Links
- Status Reports: Status and 4-up Reports
- OCM Scope: /wiki/spaces/UCPPG/pages/16221747
- Confluence Space: Technical Track Program Home
- Confluence Space: /wiki/spaces/UCPATHBUS/overview
- Recent Presentations: /wiki/spaces/UCPATHBUS/pages/17796037
- BLINK Website: ucpath.ucsd.edu
Ecotime Timekeeping (Live)
The Ecotime Timekeeping Project consolidated a number of users onto one enterprise timekeeping system. It removed many homegrown systems like MyTime, and TOPS in favor of a robust, vendor supported tool used across campus and Health.
Project Sponsors
- Pierre Ouillet - VC, Chief Financial Officer
- Lori Donaldson - CFO, Health
Project Escalation
- Pearl Trinidad - Executive Director, BFS
- George Gomez - Payroll Analyst, Business & Financial Services, Payroll
- Jim Ryan - Director of Operations Services & Solutions, Human Resources Office, Health Sciences
- Gary Nittoly - Principal Administrative Analyst, Payroll, Medical Center
- Han Ho - Operations Manager, Office of the Vice Chancellor, Health Sciences Central Services
- Terri Winbush - Senior Director, Labor & Employee Relations, Human Resources
- Kim Ayoub - Director, Temporary Employment Services, Human Resources
- Kelly Maheu - Project Administrative Analyst, Vice Chancellor Acadamic Affairs
- Otis Crockett - Labor Relations Operations Manager, Human Resources
- Dan Rawlins - Director, Human Resources Services, Health Sciences
- Brian DeMeulle - Executive Director, Arcitecture & Infrastructure, Information Technology Services
- Jen Grau - Assistant Director, Information Technology Services Business Technology
Project Governance
- Pierre Ouillet - VC, Chief Financial Officer
- Cheryl Ross - AVC/Controller, BFS/VCHS Fin Offr
- Vince Kellen - CIO, Campus
- Nancy Resnick - CHRO, Campus
- Janet Kamerman - CHRO, HS
- Cynthia Palmer - AVC, Acad Personnel Services
- Evelyn Hidalgo - Assoc Dean, Acad & Staff Admin
- Chris Longhurst - CIO. HS
- Lori Donaldson - CFO, Health
- Pearl Trinidad - Executive Director, BFS
- Reid Hollyfield - Assoc CFO, HS
- Sylvia Lepe - Asst VC, Budget
Core Team
Health
- Jim Ryan - Change Lead/Practitioner,Director of Operations Services & Solutions, Human Resources Office, Health Sciences
- Erica Keller - Business Analyst, Compliance/Data Integrity Manager, Health Sciences Human Resources Services
- Gary Nittoly, Principle Administrative Analyst, Payroll, Medical Center
- Arsenia Cruz, Principle Administrative Analyst, Payroll, Medical Center
- Moe Abbas, Business Analyst, Health Information Services
Campus
- George Gomez - Change Lead/Practitioner, Payroll Analyst, Business & Financial Services, Payroll
- Kim Ayoub - Change Lead/Practitioner,Director, Temporary Employment Services, Human Resources
- Eliud Escobedo - Change Lead/Practitioner, Director of Business Transformation and Innovation, Vice Chancellor Resource Management Planning
- Rebecca Ursich - Change Practitioner, Instructional Content Designer, Trainer, Business & Financial Services, Business Transformation & Optimization
- Brian Smith - Interim Service Owner, Information Technology Services
- Rosemarie Mirano-Del Mar - Business Analyst, Organizational Consultant, Business Financial Services, BTOP
Project Links:
Status Reports: Status Reports
- Confluence Space:
- JIRA Project: UCPath HBS-Ecotime Transition
/wiki/spaces/EAH/overview (Live)
Focused on all systems containing employee related information including UCPath, PPS, Hire Online and more, the Employee Activity Hub will support analysis of positions, pay, training, performance and employee engagement.
Project Sponsors
- Vince Kellen - CIO
Escalation
- Brett Pollak - Director, WTS ITS
Project Governance
- Data and Analytics Governance Committee (DAGC)
- UC Path Governance
Steering Committee
- David Mandell - Senior Business Systems Analyst
- Brian Lorentz - HR Data Compliance
- Kelly Maheu - Personnel Lead
- Arsenia Cruz - Payroll Lead
- Andy Beecham - BIA Solution Developer
- Kenny Valdivia - BIA Solution Developer
Hub Core Team
- Judy White - Solution Architect
- Sarah Parnell - Change Practitioner
- Amin Qazi - Enterprise Architect
- Leandro Herrera - Systems Lead
- Mindy Peng - Project Manager
UCPath Core Team
- Beatrice Dormoy - UCPath Program Manager
- Chris Bryan - Technical Project Manager
- Mike Hereid - Functional Proj Mgr, Data Conversion
- Kelly Aranaz - Functional Proj Mgr, Future State Process
- Jen Grau - Solution Architect
- Arlynn Renslow - Financial Lead
- Kelly Maheu - Personnel Lead
- Arsenia Cruz - Payroll Lead
- Dawn Reser - Senior Business Analyst
- Deanna Sanchez - Senior Business Analyst
- Elliot Kim - Senior Business Analyst
- Monique Pascucci - Senior Business Analyst
- Rose Mirano-Del Mar - Senior Business Analyst
- Sylvia Jeung - Senior Business Analyst
- Barbara Angeletti - Change Management: Comm & Training
- Janine Tarkow - Change Management: Comm & Training
- Pearl Trinidad - Executive Director, BFS
Project Links
- Status Reports
- Confluence Space: /wiki/spaces/EAH/overview
- Jira Project: Employee Activity Hub
- DAGC: Blink site for DAGC
Project Activity Hub (PAH) (Live)
Project tracking and time logging are the focus of the Project Activity Hub.
Project Sponsors
- Vince Kellen - CIO
Escalation
- Brett Pollak - Director, WTS ITS
Project Governance
- Data and Analytics Governance Committee (DAGC)
- ITS Senior Management Team
Steering Committee
- ITS PMO
Core Team
- Judy White - Solution Architect
- Sarah Parnell - Change Practitioner
- Amin Qazi - Enterprise Architect
- Leandro Herrera - Systems Lead
- Holly Powell - Project Manager
- Cynthia Paulas - BI Lead
Project Links
- Confluence Space: Project Activity Hub Home
- Jira Project: Project Activity Hub
- Enhancement Voting: TBD
- Project Analytics Community of Practice: /wiki/spaces/PAH/overview
- DAGC: Blink site for DAGC
/wiki/spaces/RAH/overview (Live)
Incorporating COEUS, Kuali, Interfolio and PPS, the Research Activity Hub will support analytics around faculty appointments and roles, sponsored projects; research compliance and research portfolios.
Project Sponsors
- Vince Kellen - CIO
Escalation
- Brett Pollak - Director, WTS ITS
Project Governance
- Data and Analytics Governance Committee (DAGC)
- Kuali Research Project (Kuali Research) Governance
Steering Committee
- Research
Hub Core Team
- Judy White - Solution Architect
- Sarah Parnell - Change Practitioner
- Amin Qazi - Enterprise Architect
- Leandro Herrera - Systems Lead
- Mindy Peng - Project Manager
Kuali Project Team
- Robert Dias - Solution Architect
- Jason DeFay - Process Lead, Configuration Lead
- Nicole Joyce - Change Lead, Change Practitioner
- David Edmondson - Test Lead
- Marisol Christinson - Data Analytics /Reporting Lead
- Susan Oswalt - Project Manager
Project Links
- Status Reports
- Confluence Space: /wiki/spaces/RAH/overview
- Jira Project: Research Activity Hub
- Research Analytics Community of Practice: Blink link
- DAGC: Blink site for DAGC
Financial Information Systems (FIS) (Live)
The Financial Information Systems project (FIS) is the Enterprise Systems Renewal (ESR) project focused on financial business processes and systems used for the general ledger, expense and revenue management, financial reporting, and budget governance for the campus, Foundation, and medical center.
Project Sponsors
- Pierre Ouillet - Chief Financial Officer
- Lori Donaldson - CFO, Medical Center
Escalation
- Cheryl Ross - AVC, Controller
- Michael Roulan - Associate CFO, Health Systems
- Kevin Chou - Director, ESR
- Varies - VC Office Escalation
Project Governance
- Adam DiProfio - Director, Finance/Budget
- Deston Halverson - Interim Director, OPAFS
- Reid Hollyfield - Controller, Medical Center
- Ted Johnson - Chief Procurement Officer
- Jeff Lawler - Associate CFO, Physician Group & Decision Support Services
- Sylvia Lepe - AVC, Campus Budget Office
- Bill McCarroll - Senior Director, General Accounting
- Brad Ouellet - Director, Supply Chain Management
- Arlynn Renslow - Director, Control and Compliance
- Michael Roulan - Associate CFO, Health Systems
- Marlene Shaver - CFO, Foundation
- Pearl Trinidad - Executive Director, BFS
- Irene Xavier - Business Operations Manager, MPL
- Charles Wei - Accounting Director, VCHS
- Non voting members
- Christa Perkins - AMAS
- Evans Owalla - AMAS
- Erin Kilburn - Project Manager, FIS - Facilitator
- Ben Shulman - Finance Project Manager, Health
- Mark Walker - Finance Project Manager, Health
- Matthew Hendrickson - Health IS
- Eugene Lee - Health IS
- Bill Sweetman - Director Financial Information Systems, ITS
Core Team
- Laura Blankenship - Change Practitioner
- Adam Diprofio - Change Lead (Academic)
- Erin Kilburn - Project Manager
- Elliot Kim - Business Intelligence Lead
- Bill McCarroll - Business Process Lead
- Arlynn Renslow - Change Lead (Central Financial)
- Ben Shulman - Project Manager
- Bill Sweetman - Solution Architect
- Mark Walker - Finance Project Manager, Health
Project Links
- Status Reports: Status Reports
- Confluence Space: ESR Financial Information System Home
- Recent presentations: Stakeholder Engagement
- Blink Website: http://esr.ucsd.edu/projects/fis/index.html
Financial Activity Hub (FinAH) (Live)
Will display current financial systems along side future financial systems including ledger, budget and student financial information for activity pattern analysis, budgeting and forecasting, multi-fund analysis and tuition revenue modeling.
Project Sponsors
- Vince Kellen - CIO
Escalation
- Brett Pollak - Director, WTS ITS
Project Governance
- Data and Analytics Governance Committee (DAGC)
- FIS Governance
Steering Committee
- TBD
Core Team
- Judy White - Solution Architect
- Sarah Parnell - Change Practitioner
- Amin Qazi - Enterprise Architect
- Cynthia Paulas - BI Lead
- Leandro Herrera - Systems Lead
- Erin Kilburn - FIS PM
- Elliot Kim - FIS BI Lead
- Mindy Peng - Project Manager
Project Links
- Confluence Space: /wiki/spaces/FinAH/overview
- Jira Project: Financial Activity Hub
- Financial Analytics Community of Practice: Blink link
- DAGC: Blink site for DAGC
OnBase EDMS Enrollment Management (Live)
The OnBase Enterprise Document Management System (EDMS) is a service that will transform core business and administrative processes across campus. The solution supports workflow , document management, storage/retrieval, retention , data control and integrates with multiple enterprise services as an integral part of the ESR initiative.
This project is to migrate and merge 2 separate on-premise 2016 OnBase EDMS instances to 1 single, 2018 cloud OnBase EDMS solution for Enrollment Management and Health Sciences.
Project Sponsors
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Escalation
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Project Governance
- Paula Johnson - Policy and Records Administration
- Brian Lorentz - Human Resources
- Erica Keller - Health HR
- Monica Gudea - HS Academic Personnel
- Lynn Field-Karsh - Academic Personnel
- Anitra Willis - Student Records
- Paul S. Rodriguez - Payroll
- Ross Dammann - Contracts and Grants
- Elaine Nocito - Capital Project Management
- Isabella Bryant-Parkinson - HS Research Service Core
- Brittany Whiting - Export Control
Core Team
- John Lane - Project Manager
- Gabriel Edwards - Product Manager, Workplace Technology Services
- Ashley McMullen - Technical Lead
- Lauren Taft - Business Systems Analyst
- Scott Lee - Enterprise Architect
- Anitra Willis - Director, Enrollment Management Technology Services
- Valerie Drake - Systems Analyst
- Qian Sun - Systems Analyst
- Laura McElroy - Senior Business Analyst
- Michelle Ransom - Assistant Director of Operations
- David Garrison - Senior Associate Registrar
- Nallely Garcia - Intake Advisor
- Ricardo Paniagua - Compliance Coordinator
Project Links:
- Confluence Space: /wiki/spaces/ESM/overview
- JIRA Project: Link to JIRA Scrum Board
Extension Student Activity Hub (Live)
The Extension Activity Hub will provide the UC San Diego Extension team with the ability to access key data across the organization, supporting analysis of demographic, enrollment, course, and financial information.
Project Sponsors
- Vince Kellen - CIO
Escalation
- Brett Pollak - Director, WTS ITS
Project Governance
- Josh Shapiro - Assistant Dean, Extension
- Brett Pollak - Director, ITS
Steering Committee
- Kahe - Chair
- Charisa Adams
- Tinesha Garrett
- Evangelia Gozum
- Demitria Lin
- Jake Wilke
- Andrew Lemon
- Don Agoncillo
Core Team
- Don Agoncillo - Director, Extension
- Vicky Tran - Programmer Analyst, Extension
- Amin Qazi - Enterprise Architect
- Judy White - BIA, ITS
- Mindy Peng - Project Manager
- Sara Danford - Change Practitioner
Project Links
- Status Reports
- Confluence Space
- JIRA Project: Extension Activity Hub
Integration Platform as a Service (iPaaS) (Live)
Integration Platform as a Service (iPaaS) is a cloud integration platform that combines application and data integration. It enables development, execution, and governance of integration workflows among on-premise or cloud-based applications as well as traditional and newer data protocols. iPaaS will provide ESR with uniform methods for the following capabilities via API templates, integration connectors and platforms.
Project Sponsors
- Vince Kellen - Chief Information Officer (CIO)
Escalation
- Kevin Chou - Director, ESR
- Scott Lee - Enterprise Architect
Core Team
- Scott Lee - Enterprise Architect
- Dennis Fox - Process Engineer
- Ashish Pandit - Solution Architect
- Nathalie Gholmieh - Change Lead, Change Practitioner and Technical Lead
- Nha Phan - Project Manager, Integrations
- John Lane - Project Manager, Infrastructure
Project links:
Status Reports:
iPaaS Infrastructure
UCPath Infrastructure
Confluence Space: IPAAS
JIRA Projects:
iPaaS Infrastructure
UCPath Infrastructure
Oracle Planning & Budget (EPM)
Oracle Planning and Budgeting is focused on long-term campus-wide comprehensive consolidated planning and budgeting for all core and other unrestricted funds. Oracle's Planning and Budgeting module will bring core functionality for budgeting and workforce planning and will lay the foundation for more process improvements and additional functionality to come.
Project Sponsors
- Pierre Ouillet - Chief Financial Officer
Escalation
- Sylvia Lepe - AVC, Campus Budget Office
- Kevin Chou - Director, ESR
- Varies - VC Office Escalation
Project Governance
- Adam DiProfio - Director, Finance/Budget
- Deston Halverson - Interim Director, OPAFS
- Reid Hollyfield - Controller, Medical Center
- Ted Johnson - Chief Procurement Officer
- Jeff Lawler - Associate CFO, Physician Group & Decision Support Services
- Sylvia Lepe - AVC, Campus Budget Office
- Bill McCarroll - Senior Director, General Accounting
- Brad Ouellet - Director, Supply Chain Management
- Arlynn Renslow - Director, Control and Compliance
- Michael Roulan - Associate CFO, Health Systems
- Marlene Shaver - CFO, Foundation
- Pearl Trinidad - Executive Director, BFS
- Irene Xavier - Business Operations Manager, MPL
- Charles Wei - Accounting Director, VCHS
- Non voting members
- Christa Perkins - AMAS
- Evans Owalla - AMAS
- Erin Kilburn - Project Manager, FIS - Facilitator
- Ben Shulman - Finance Project Manager, Health
- Mark Walker - Finance Project Manager, Health
- Matthew Hendrickson - Health IS
- Eugene Lee - Health IS
- Cheryl Kaino - Finance Service Owner, ITS
- Bill Sweetman - Custom Apps, ITS
See FIS Core Team
Budget Design Team
- David, Amanda - Design Lead
Project Links
Student Activity Hub (SAH)
A central location of multiple sources of student data, starting with ISIS. This will be the first Activity Hub to launch, with phase 1 testing already underway on data to support analysis of enrollment, demographic, major/minor, statistics per term, progression, retention, graduation and time to degree. The Student Activity Hub will also support analysis of learning analytics, student engagement, student success, applicants/applications, test scores and scholarships after future phases.
Project Sponsors
- Vince Kellen - CIO
Escalation
- Brett Pollak - Director, WTS ITS
Project Governance
- Data and Analytics Governance Committee (DAGC)
Steering Committee
- Chris Glover - Enrollment Assistant Registrar
- Kimberley Newmark - Enrollment Assistant Registrar
- Galina Belokurova - Institutional Research Sr Analyst
- Heidi Carty - Institutional Research Analyst
- Erin Espaldon - Institutional Research Sr Analyst
- Michelle Ransom - Enrollment Assistant Director
- Natalie Noles - Biological Sciences Analyst
- Laurel Welton - Social Sciences Analyst
- Ryan Rose - ITS Bus Tech Svc Applications Programmer
- Susan Rinaldi - TLC Director
- Ying Xiong -
- Nexi Delgado - College Business Office Analyst
- Renee Lee - Summer Session Student Affairs Manager
- Daniela Blair - Warren College Student Affairs Officer
- John Weng -
- Barry Fass-Holmes -
- Ken Tomory -
- Patti Honda-Nations -
- Karen Gerstoft
- Amin Qazi
- Brett Pollak
- Judy White
- Lori Barry
Core Team
- Judy White - Solution Architect
- Sarah Parnell - Change Practitioner
- Amin Qazi - Enterprise Architect
- Leandro Herrera - Systems Lead
- Alex Wu - Mobile Lead
- Mindy Peng - Project Manager
Project Links
- Blink page: Blink > Student Activity Hub
- Confluence Space: Student Activity Hub Home
- Jira Project: Student Activity Hub
- Enhancement Voting: UserEcho > Student Activity Hub
- DAGC: Blink site for DAGC
OnBase EDMS Health Sciences / RSC
The OnBase Enterprise Document Management System (EDMS) is a service that will transform core business and administrative processes across campus. The solution supports workflow , document management, storage/retrieval, retention , data control and integrates with multiple enterprise services as an integral part of the ESR initiative.
This project is to migrate and merge 2 separate on-premise 2016 OnBase EDMS instances to 1 single, 2018 cloud OnBase EDMS solution for Health Sciences.
Project Sponsors
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Escalation
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Project Governance
- Paula Johnson - Policy and Records Administration
- Brian Lorentz - Human Resources
- Erica Keller - Health HR
- Monica Gudea - HS Academic Personnel
- Lynn Field-Karsh - Academic Personnel
- Anitra Willis - Student Records
- Paul S. Rodriguez - Payroll
- Ross Dammann - Contracts and Grants
- Elaine Nocito - Capital Project Management
- Isabella Bryant-Parkinson - HS Research Service Core
- Brittany Whiting - Export Control
Core Team
- John Lane - Project Manager
- TBD- Change Lead
- TBD- Change Practitioner
- Gabriel Edwards - Product Manager, Workplace Technology Services
- Ashley McMullen - Technical Lead
- Lauren Taft - Business Systems Analyst
- Scott Lee - Enterprise Architect
- Isabella Bryant-Parkinson - RSC Enterprise IT Program Manager
- Eric Rosenzweig - RSC Programmer Analyst
- Alan Perez - RSC Project Policy Analyst
- Ari Widjaja - RSC Information Systems Analyst
Project Links:
- Confluence Space: /wiki/spaces/ESM/overview
- JIRA Project: Link to JIRA Scrum Board
Business Analytics Hub (BAH)
The project will establish a Business Analytics Hub that serves as the central location for accessing UC San Diego:
- Enterprise blended analytics/reports
- Enterprise domain-specific analytics/reports (Activity Hub or in-system)
While the service is owned by the Business Intelligence Analytics (BIA) team, implementation of the BAH requires the project team, comprised of business subject matter experts and leaders, to help design the supporting governance around which reports are published to the BAH, how those are curated, the report level security applied and the process by which report access is provisioned.
Project Sponsors
- Vince Kellen - CIO
Escalation
- Brett Pollak - Director, WTS ITS
Project Governance
- Data and Analytics Governance Committee (DAGC)
Core Team
- Judy White - Solution Architect
- Sarah Parnell - Change Practitioner
- Angie Lu - Project Manager
Project Links
- Confluence Space: /wiki/spaces/AH/pages/12487373
- Jira Project: https://its-pro.ucsd.edu/projects/REPORT/summary
- DAGC: Blink site for DAGC
Kuali IRB Project (Kuali IRB)
Implement Kuali IRB, an cloud-based IRB solution, that increases Faculty/Researcher productivity, reduces administrative overhead and processing, is closely aligned with lean/streamlined business operations, takes advantage of existing system functionality as appropriate and is integrated with current/future systems for the transfer of data between enterprise systems.
Project Sponsors
- Dr. Gary Firestein - Dean and Associate Vice Chancellor of Clinical and Translational Research; Director, Altman Clinical and Translational Research Institute
Project Governance and Escalation
- Eric Mah - Assistant Dean of Clinical and Translational Research
- Kevin Chou - Director, ESR
Core Team
- Chris Gerrity - Project Manager
- Carlos Rojas - Process Lead
- Kip Kantelo - Change Lead
- Victor Kinzer - Kuali, Project Manager
- Hamza Asif - Kuali, Compliance Product Manager
- Robert Dias - Solution Architect
Project Links
- Status Reports: /wiki/spaces/ESRKIRB/pages/48567724
- Confluence Space: /wiki/spaces/ESRKIRB/overview
- JIRA Project: ESR Kuali IRB Project (KIRB)
- Blink Website: http://esr.ucsd.edu/projects/kuali-research/index.html
OnBase EDMS
The OnBase Enterprise Document Management System (EDMS) is a service that will transform core business and administrative processes across campus. The solution supports workflow , document management, storage/retrieval, retention , data control and integrates with multiple enterprise services as an integral part of the ESR initiative.
Project Sponsors
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Escalation
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Project Governance
- Paula Johnson - Policy and Records Administration
- Brian Lorentz - Human Resources
- Erica Keller - Health HR
- Monica Gudea - HS Academic Personnel
- Lynn Field-Karsh - Academic Personnel
- Anitra Willis - Student Records
- Paul S. Rodriguez - Payroll
- Ross Dammann - Contracts and Grants
- Elaine Nocito - Capital Project Management
- Isabella Bryant-Parkinson - HS Research Service Core
- Brittany Whiting - Export Control
Core Team
- Shawn Pappelbaum - Project Manager
- TBD - Change Lead
- TBD - Change Practitioner
- Gabriel Edwards - Product Manager, Workplace Technology Services
- Ashley McMullen - Technical Lead
- Lauren Taft - Business Systems Analyst
- Scott Lee - Enterprise Architect
Project Links:
- Confluence Space: ESR EDMS OnBase - Electronic Records/Document Management Home
- JIRA Project: Link to JIRA Scrum Board
OnBase EDMS Policy & Records Administration (Live)
The OnBase Enterprise Document Management System (EDMS) is a service that will transform core business and administrative processes across campus. The solution supports workflow , document management, storage/retrieval, retention , data control and integrates with multiple enterprise services as an integral part of the ESR initiative.
Implement OnBase Enterprise Content Management System as an Enterprise Document Management System (EDMS) to support workflow, content management and business processes for Policy & Records Administration operations upgrading current technology to achieve maximum efficiency and cost effectiveness.
Project Sponsors
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Escalation
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Project Governance
- Paula Johnson - Policy and Records Administration
- Brian Lorentz - Human Resources
- Erica Keller - Health HR
- Monica Gudea - HS Academic Personnel
- Lynn Field-Karsh - Academic Personnel
- Anitra Willis - Student Records
- Paul S. Rodriguez - Payroll
- Ross Dammann - Contracts and Grants
- Elaine Nocito - Capital Project Management
- Isabella Bryant-Parkinson - HS Research Service Core
- Brittany Whiting - Export Control
Core Team
- Shawn Pappelbaum - Project Manager
- Paula Johnson - Change Lead
- Shannon Munemura- Change Practitioner
- Shawn Munro - Product Manager, Workplace Technology Services
- Michael Howell - Service Owner, RMP
- Ashley McMullen - Technical Lead
- - Business Systems Analyst
- Vladimir Orlic- Solution Architect
- Scott Lee- Enterprise Architect
Project Links:
- Confluence Space: P&RA OnBase Implementation Home
- JIRA Project: Link to JIRA Scrum Board
OnBase EDMS Brainware
The OnBase Enterprise Document Management System (EDMS) is a service that will transform core business and administrative processes across campus. The solution supports workflow , document management, storage/retrieval, retention , data control and integrates with multiple enterprise services as an integral part of the ESR initiative.
Implementation of a Transcript Capture and Data Comparison Solution - The Transcript Capture solution will enable the capture and processing of paper, TIFF, PDF and EDI transcripts. Captured data will be presented to users on an electronic form for review and comparison against self-reported transcript data submitted by students during the University application process.
Project Sponsors
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Escalation
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Project Governance
- Paula Johnson - Policy and Records Administration
- Brian Lorentz - Human Resources
- Erica Keller - Health HR
- Monica Gudea - HS Academic Personnel
- Lynn Field-Karsh - Academic Personnel
- Anitra Willis - Student Records
- Paul S. Rodriguez - Payroll
- Ross Dammann - Contracts and Grants
- Elaine Nocito - Capital Project Management
- Isabella Bryant-Parkinson - HS Research Service Core
- Brittany Whiting - Export Control
Core Team
- John Lane - Project Manager
- Anitra Willis - Change Lead
- Cindy Parra - Change Practitioner
- Gabriel Edwards - Product Manager, Workplace Technology Services
- Ashley McMullen - Technical Lead
- Lauren Taft - Business Systems Analyst
- Scott Lee - Enterprise Architect
Project Links:
- Confluence Space: ESR EDMS OnBase - Electronic Records/Document Management Home
- JIRA Project: Link to JIRA Scrum Board
Enterprise System for Event Management
(Previously Enterprise Events & Production Management. Name change announcement targeted May/June)
The ESEM Project's goal is to establish enterprise processes and supporting technologies that bring together capabilities for Event Planning, Calendar, and Event Scheduling applications and workflows to improve the management, analysis, and user experience of on-campus events.
Project Sponsors
- Gary Matthews - VCRMP
- Alysson Satterlund - VC, Student Affairs
Project Governance
Jill Townsend - Executive Director, Special Events & Protocol
Anne Buckley - Chief Communications & Marketing Officer
Matt Hale - Executive Director, Publications
Kim Kennedy - Chief Marketing & Communications - UCSD Health
- Angela Rojas - Senior Event Manager
Sharon Van Bruggen - Executive Director, University Centers
Kimberly O'Connell - Clean Water Utility Manager, Environment, Health, and Safety
Eliud Escobedo- Director of Business Transformation and Innovation, Vice Chancellor RMP
Tad Linfesty - Facilities Manager
Donna Shabkie - Manager, Events & Venues
Erin Chambers Smith - Special Projects & Public Programs
Christy Bliss - Executive Director & Donor Experience & Engagement - Advancement
Jackie Campbell - Associate Director of Conferences - HDH
- Kevin Chou - Director, ESR
- Brett Pollak - Director, Workplace Technology Services
Sharon Camerero - Marketing Specialist, University Extension
Todd Miller - Director, Asset Management & Community Partnerships
Core Team
- Shawn Pappelbaum - Project Manager
- Jill Townsend - Change Lead, Business Process Lead
- Darlene Schlueter- Change Lead/Change Practitioner
- Adam Weaver - Change Practitioner
- Eliud Escobedo - Business Process Lead
- Brian DeMeulle - Enterprise Architect
- Julie Steele- Business Systems Analyst
- Shawn Munro - Solutions Architect
- Michael Howell - Service Owner
- Joe File - Configuration Lead
Project Links:
Project Status Report:
Confluence Space: /wiki/spaces/EEPM/overview
- JIRA Project: Link to JIRA Scrum Board