Demo Day Follow-up and Survey

For June’s Demo Days events, the UR Financials project presented a review of our financial data Conversion Plan demonstrating the FRS data migration approach to the new financial data model (FDM). To highlight this effort, J.C. Stevens discussed his review and evaluation of converted data for the Simon School.  Also presented was a Project and Training development and delivery update for the January, 2015 Go Live.
We will continue to hold these open informational sessions monthly to share project updates and cast a spotlight on topics that are important to you.

Thank you for those that participated in last week’s Demo Days. We hope you found the presentation useful and we look forward to your feedback. If you attended one of the sessions offered, please take a couple of minutes to complete this survey so we can continue to tailor these events to your needs.

If you were not able to attend, you can access the presentation on the UR Financials website. We are in the process of compiling answers to the questions we received and will be posting them to the FAQs.

If you have any questions, please let us know through the Contact Us form on the website.

Please join us for June Demo Days

In November 2012, the UR Financials project was launched to replace the current Financial Records System (FRS) with Workday.  As part of the project effort, monthly Demo Days events were held to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.

Please join us for the June Demo Days installation focusing on a Data Conversion Plan discussion as well as a Training and Project Update. We have heard your positive feedback and are pleased to be offering three identical sessions to make it easier to attend.

Wednesday 6/18: Alumni and Advancement Center Seminar Room 101, 1:30 – 2:30PM
Thursday 6/19: River Campus, Gleason Room G318/418, 3 – 4PM
Friday 6/20 Medical Center, Class of ’62 Auditorium Room G-9425, 3 – 4PM

There are still open seats left! Please sign up for an option of your choice and preview presentation materials.

Join Us for June 18/19/20 Demo Days

You may be familiar with Demo Days or have participated in one of these events, designed to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.

Please join us for the June installation focusing on a Data Conversion Plan discussion, along with a Project and Training update. 

We have heard your feedback and are pleased to be offering three identical sessions to make it easier to attend. Please Sign-Up Here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • UR Financials Overview
  • Project Update
  • Data Conversion Plan
  • Training Update
  • Future Demo Day Topics
  • Q&A

Demo Days on May 21, or May 22 – Join Us for a Reporting Demonstration!

Demo Day presentations occur monthly and are designed to provide a project update, and/or demonstrate functionality of our upcoming UR Financials system. This month we will offer TWO sessions due to the upcoming holiday.

Please join us for the May installation focusing on a Workday Reporting Update and Demonstration as well as a Project Update with adjusted timeline.

Identical Demo Day events will be offered on May 21st and May 22nd. Please Sign-Up Here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below: Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • UR Financials Overview
    –   Project Timeline
    –   Integration Update
  • Workday Reporting Strategy
    –   Reporting security
  • Workday Reporting Demonstration
    –   Highlight Key Reporting Features
    –   Run and Review a Non-Company FAO Activity Report
    –   Review a Monthly Ledger Report
  • Q&A
  • Wrap Up

UR Financials Project – Go Live Delay Update

We last communicated on April 1 2014 that the July 2014 go-live of the UR Financials project will be postponed until later in the fiscal year. We expect to delay approximately 4-6 months.   The delay will not affect the scope of system functionality at go-live, but it will help ensure a better implementation that should enhance the user experience at go-live and beyond.

We continue to make significant progress on the issues we identified during testing while also keeping on pace with planned development and testing. We expect to resolve all major issues by early May 2014 so that we can resume with additional testing. Based on the progress made resolving the issues, we will publish revised plans with a new go-live date in May 2014.

Please forward questions you may have using the Contact Us link on the UR Financials website.

Doug Wylie and John Barden
Project Management, UR Financials 

Join Us for April 16/17/18 Demo Days

You may be familiar with Demo Days or have participated in one of these events, designed to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.

Please join us for the March installation focusing on Accounts Payable Process Changes, Financial Form samples, along with a Project and Training update. 

We have heard your feedback and are pleased to be offering three identical sessions to make it easier to attend. Please Sign-Up Here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • UR Financials Overview
    –   Project Update and Delay Rationale
    –   Impact to Project Deliverables
  • Training Demonstration
  • Forms Update
  • Future Demo Day Topics
  • Q&A

Notice – UR Financials “Go-Live” Postponed

Together, we continue to make significant progress with the financial system replacement project. Thank you for your continued engagement. Functionality and quality have been, and remain paramount, in our implementation of Workday Financials. Through extensive testing, several items have surfaced that are taking some time to resolve in partnership with Workday before going forward. For example, during recent testing of the Workday financial system, the processing time we experienced was much longer than we considered acceptable. In order to improve the system performance, Workday has fast-tracked this issue as a top priority for their technical team. We fully anticipate a successful resolution to this and all significant issues. However, we do not believe adequate time remains in the current plan to fully test these changes. Therefore, after a thorough discussion with the Executive Steering Committee we have decided to postpone go-live from our originally planned date of July 1, 2014 to later in the fiscal year.

We would ask that we all continue on pace with current work plans. Interim dates established for interfaces, testing, and other work requests largely remain unchanged and require continued effort. Within the next four to six weeks, we expect to publish revised plans with a new go-live date after individual items have been resolved and tested. We will keep you posted as we progress, proactively reach out to those impacted by this change in deployment date, and look to your continued support going forward. This slight delay will help assure a better implementation which should enhance the end user experience for our University community at go-live and beyond.

Please forward questions you may have using the Contact Us link on the UR Financials website.

Doug Wylie and John Barden
Project Management, UR Financials

Join Us for March 19/ 20/ 21 Demo Days

You may be familiar with Demo Days or have participated in one of these events, designed to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.

Please join us for the March installation focusing on Accounts Payable Process Changes, Financial Form samples, along with a Project and Training update. 

We have heard your feedback and are pleased to be offering three identical sessions to make it easier to attend. Please Sign-Up Here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • UR Financials Overview
    –   Testing Update
    –   Project Timeline
  • Updated Financial Forms
  • Accounts Payable Process Changes
    –   How Invoices are Sent to Accounts Payable
    –   How to Monitor AP Processes
    –   Documentation and How to Get It
    –   How Invoices are sent to Accounts Payable
    –   Settlement Process and How to Monitor It
  • Training and Communications Updates
  • Future Demo Day Topics
  • Q&A

Join Us for February 19/20/21 Demo Days

You may be familiar with Demo Days or have participated in one of these events, designed to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.

Please join us for the February installation focusing on the Workday Financial Data Model along with Process and Policy Changes.

We have heard your feedback and are pleased to be offering three identical sessions to make it easier to attend. Please Sign-Up Here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • UR Financials Overview
    –   Testing Update
    –   Project Timeline
  • Financial Data Model
  • Process and Policy Changes
  • Q&A

And the winner is…

Thank you to all who responded to our poll to select the topic for our Demo Days events in February! Based on your votes, we will be discussing the Financial Data Model (or Workday Chart of Accounts) and process and policy changes. We hope you will join us for this important session which will help you better understand the underlying foundation of Workday, as well as the changes you can expect to see at go-live.

Please be on the lookout for event dates and locations. We look forward to your participation!

Join Us for January 23/24 Demo Days

You may be familiar with Demo Days or have participated in one of these events, designed to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.

Please join us for the next event, where we will provide an update on ongoing testing and discuss details around training.

We have heard your feedback and are pleased to be offering two identical sessions to make it easier to attend. Please Sign-Up Here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday
Conference call info is included below:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • UR Financials Overview
    –   Project Update
    –   Project Timeline
  • Testing Phase
    –   Testing Timeline
    –   Test Components Definition
  • Training Update
    –   Courses and Delivery
    –   Development Process
    –   Timeline and Resources
  • Wrap Up
    –   Communications
    –   Demo Days

No December Demo Days- See you in January!

Due to the holidays, we will not be holding Demo Days in December. We will resume our events in January 2014 with the first session planned on Thursday, January 23. Based on your positive feedback, we will continue to hold sessions at alternative locations also. Stay tuned for more information as the date draws closer. Happy Holidays!

November Demo Days: We’re taking the show on the road!

You may be familiar with Demo Days or have participated in one of these events, designed to introduce Workday and demonstrate its functionality. Our upcoming events will be in the form of informational sessions providing a project update followed by a spotlight on a relevant topic.

Please join us for the next event, where we will provide an update on recent design decisions and discuss the training approach.

We have heard your feedback and are pleased to be offering three identical sessions to make it easier to attend. Please Sign-Up Here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below. Presentation materials can be accessed through this link. 

  • UR Financials Project Update
    –   Key Changes
    –   Major Decisions
  • User Training
    –   Types of Training
    –   Timeline
  • UR Financials Website
    –   General Structure
    –   Training Page Walkthrough

It’s here! Demo Day on Reporting on October 16, 2013!

You may be familiar with Demo Days or have participated in one or more of these events, designed to introduce Workday and demonstrate its functionality. Our current series of Demo Days for the months of August-December 2013 reflects “A Day in the Life” and uses real U of R data. This format is designed to allow you a sneak peek into what your day to day activities will look like in Workday.

Please join us for the third Demo Day in this series, focusing on Reporting in Workday.

Date: Wednesday, October 16, 2013
Time: 1:30 to 2:30 PM
Location: Alumni and Advancement Center on East River Road in the Seminar Room (#101)

 Space is limited. Please Sign Up Here to reserve a seat or a spot on the WebEx.

To access the WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • Workday Reporting Strategy
    –   Overview and process changes, data conversion process
    –   Benefits and Challenges
  • Workday Demo
    –   Prototypes of Monthly Ledger and Monthly Transactions Report
    –   The Power of Worktags

Join us for the next Demo Day on September 18, 2013!

You may be familiar with Demo Days or have participated in one or more of these events, designed to introduce Workday and demonstrate its functionality. As part of the project effort, monthly Demo Days events are being held to introduce Workday and demonstrate its functionality. Our current series of Demo Days for the months of August-December 2013 reflects “A Day in the Life” and uses real U of R data. This format is designed to allow you a sneak peek into what your day to day activities will look like in Workday.

Please join us for the second Demo Day in this series, focusing on Journal Entry Initiation and Approval in Workday.

Date: Wednesday, September 18, 2013
Time: 1:30 to 2:30 PM
Location: Alumni and Advancement Center on East River Road in the Seminar Room (#101)

Space is limited. Please Sign-Up Here to reserve a seat or a spot on the WebEx.

To access the WebEx, please Click Here, and enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • Processing Journal Entries
    –   Review Key Process Changes
    –   Review Journal Entry Workflow
    –   Review Integration Workflow
  • Workday Demo