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 Prospective

Entering 2014, we launch into the formal Test phase of the project.  During the formal Test phase, we will be including some of the Special Interest Group members to test Workday to ensure that the design meets their unique needs.  We will be executing four iterations of testing:

  1. Test Cycle 1 (Component) – in test cycle 1, we will be testing components of the design to make certain that, as individual pieces, they perform as expected.
  2. Test Cycle 2 (End-to-End) – test cycle 2 will link together test scenarios from test cycle 1 to be a comprehensive end to end test of the business process.  This test cycle validates that all the individual components work properly together.
  3. Test Cycle 3 (Day in the Life) – test cycle 3 will be emulating “life in a Workday environment”.  User security will be tested to verify that security roles can perform the appropriate functions when Workday is turned on.  Additionally, over 100 interfaces will be tested and posted into Workday to validate that all are ready for go-live.  Reports will be used to verify the results in Workday.
  4. Test Cycle 4 (Workday 22) – on March 22, 2014, we will be receiving the release of Workday that we will go live on.  Workday 22 has some critical features that need to be functioning as expected.  The two major features are the multi-company design (allowing us to have balanced set of books at the divisional level, yet report as one legal entity) and enhanced reporting features.  We will test all new functionality delivered in Workday 22, as well as re-test all other functionality that we will go live with.

Besides testing in this phase, we will be finalizing the forms revisions, develop the training material, establish end user security for go-live, and develop a Workday Data Governance structure.  It will be a busy 4 months, but necessary to be ready for training delivery in the May-July time as well as preparing for go-live.

As always, we appreciate all the feedback that we have received and are grateful for your support as we all partake on this journey.   Collectively, we can make the university “ever better”.

The UR Financial Project Team

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

Workday Highlight – Reporting & Analytics

“Delivering the right information at the right time and in the right format” is a general Reporting and Analytics mantra.  With the Workday application, users will be able to leverage a range of reporting capabilities to enable quicker and more informed decision making.  Workday calls this functionality “actionable insights” and the UR Financials Reporting Team has been working on a plan to translate the FRS and Cognos reporting methods into Workday’s “actionable insights”.

Since the onset of the project, the UR Financials Reporting Team has reviewed hundreds of Cognos reports, met with nearly twenty groups across the University and started to develop an initial reporting design for the Workday application.  With an exceptional amount of information already gathered, the team has immediate plans to incorporate more user feedback and data to evolve the design to match University needs.  Overall, with the primary goal of the UR Financials Reporting Team to improve the current reporting structure and enable Workday “actionable insights”, a great foundation has been established and we look forward to building upon it.