CBT Strategic Plan UpdateNovember 15, 2013

Final CBT plan shifted some projects due to CFP funding deficits in the initial years Finalizing CBT vs. ITG SC roles on trade outs across CBT project allocations

Following up on implementation funding for equipment maintenance self funding project

DW/Reporting consolidated initiative led by separate committee: their next steps are to prioritize initial use cases; impact on CBT timeline TBD

Space Systems start up phase pushed back a few months due to competing priorities in campus space arena

Current projects highlights: eProposal pilot went live as planned; campus go live December F3 initiative (COA, financial reporting, HPP) planned check point completed and final go live

set for March 9, 2014 HPP soft launch end January to begin department planning tasks

UC Path Wave 1 delayed and impact to Waves 2 and 3 TBD. OP currently finalizing options and re-baselined plans

UDAR system in progress

1

Revised CBT Roadmap of High Priority Projects Updated Nov 2013

2

Moved for cash flow smoothing

F3 go live

3

Appendix

• Priority Project Listing• Original timeline

Budget Allocated: Corrections from final submission to B&I

Project Source Budget Start DateSpace Management Systems FAS 5,500,000 September 2013

Database to enable self-funded equipment maintenance

TBD. 810,000 October 2014

DW and Reports (part of EDW project)

ITG Allocation and other

3,380,000 cbt

(47,450,000 TOTAL EDW)

Tbd (7/14 CBT goal)

Rebuild PI Portfolio in Hyperion Planning

ITG Allocation 430,000 October 2014Spring 2014

On-line Reconciliation Tool ITG Allocation 1,790,000 October 2014 July 2015

Improved Invoicing for Fixed Price Sponsored Projects

ITG Allocation 420,000 October 2014 July 2015

UC Path Separate CFP allocation

10,000,000 Ongoing; timeline shifting by OP

UDAR Separate CFP allocation

3,500,000 Ongoing

$25,830,000 4

Original Business Systems IT Roadmap Jul- Sep

2013 Oct-Dec

2013 Jan-Mar

2014 Apr-Jun

2014 Oct-Dec

2014 Jan-Mar

2015 Jul-Sep

2015 Oct-Dec

2015 Jul-Sep

2016 Oct-Dec

2016 Jan-Mar

2017 Apr-Jun

2017 Jul- Dec

2017 Jan- Jun

2018

App. to Track Volunteer Clinical Faculty

Teaching Hrs Plan

( c ) = current project underway

Student Business Systems Plan

UDAR SystemMulti-Domain Data Warehouse and Reporting Project

Integrated Case Management tool to support Inquiries, Grievances, Complaints & related cases

Maximo ( c ) Space Management Business Systems Plan

Real Property Information PortalRationalization of

Facilities Applications Plan

Online Petitions/ Workflow Approval ( c )

Online statement of legal residence ( c )

Improve Recharge Proposal System & Process

Multi-Year Planning SystemHRMS UC Path delivered & local gaps filled

Faculty Outside Activities: Compliance

& Reporting PlanE-Performance Evaluation

eProposal ( c ) post-implementation periodRIOS Replacement ( c )

C Core Replacement ( c ) Improved Invoicing for Fixed Price Sponsored Projects incl.

Clinic.TrialsDatabase to Enable Self Funded Equipment

MaintenanceIntegration of Research

Administration Systems Plan

FY 2014 FY 2015 FY 2016

On-line Reconciliation Tool

Jul- Sep 2014

Apr-Jun 2015

Jan-Mar 2016

Hyperion Planning Project ( c ) post-implementation Financial Reporting and Data Warehouse ( c )

Rebuild PI Portfolio Forecasting tool in Hyperion Planning

PeopleSoft Upgrade ( c )

FY 2017 FY 2018 Apr-Jun

2016 Chart of Accounts ( c ) post-implementation period

Implementation phase TBD

Implementation phase TBD

Implementation phase TBD

Implementation phase TBD

Implementation phase TBD

Implementation phase TBD

KeyFinanceHuman ResourcesResearchSpace and FacilitiesStudentsOther

Not funded

5