Aggie Enterprise Project Team
Executive Sponsor
Clare Schinnerl
Vice Chancellor Finance, Operations & Administration (FOA)
cshinnerl@ucdavis.edu
Governance
| Matt Okamoto |
Chair, Aggie Enterprise Governance
Assistant Vice Chancellor & Controller |
Finance, FOA |
|---|
| Radhika Prabhu |
Co-Chair, Aggie Enterprise Governance
Assistant Vice Chancellor
|
Business Transformation and Technology, FOA |
|---|
| Mike Kuhner |
Assistant Vice Chancellor & Chief Procurement Officer |
Supply Chain Management, FOA |
| Sarah Mangum |
Associate Vice Chancellor & Budget Director |
Budget Office, FOA |
| Sonja Colbert |
Delegate for the Chief Information Officer |
Information and Educational Technology |
| Tania Walden |
Chief Financial Officer & Treasurer |
UC Davis Foundation |
| Sree Mada |
Chief Information Officer |
Agriculture and Natural Resources |
| Leslyn Kraus |
Director |
AMAS, IV & V & Ex-Officio |
| Erica Aichwalder |
Manager |
Office of Business Transformation, FOA, Ex-Officio |
| Emily Sanson-Smith |
Academic Liaison |
Finance, Ex-Officio |
| Jackie Velásquez |
Senior Project Manager |
Administrative Information Technology, FOA, Ex-Officio |
Project Management Office (PMO)
| Jackie Velásquez |
Senior Project Manager |
Administrative Information Technology |
|---|
| Jenn Valdeabella |
Project Manger - Cross Functional/RTR |
Administrative Information Technology |
| Rebecca Shin |
Project Manager - Technology/Governance |
Administrative Information Technology |
Change Management, Communications and Training (CCT)
Process Design
Record to Report (RTR) - Financials
Project Portfolio Management (PPM) - Projects and Grants
Enterprise Performance Management (EPM) - Planning/Budget
Procure to Pay (PTP) - Supply Chain Management
Risk & Controls
| Lisa M Montesanto |
Risk & Controls (Access & Security) Lead |
Finance |
|---|
| Unassigned |
Advanced Financial Controls Lead |
|
| Unassigned |
Financial Reporting Compliance Lead |
|
Technology
| Jonathan Keller |
Systems Integration Framework Lead |
Administrative Information Technology |
|---|
| Nate Affleck |
Security & Infrastructure Lead |
Administrative Information Technology |
| Bhupesh Sovani |
Boundary Systems Lead |
Administrative Information Technology |
| Jean Zhou |
Configuration /Data Conversion Lead |
Administrative Information Technology |
| Dan Lasala |
Oracle Environment Management Lead |
Administrative Information Technology |
| Lani Lozano |
Reporting Lead |
Administrative Information Technology |
Transition
| Deloitte |
Test Lead |
|
|---|
| Service Owners |
Systems Decommissioning & Data Archival Leads |
|
| Deloitte |
Cutover Lead |
|
| Aggie Enterprise PMO |
Cutover Coordinator |
|
Chart of Accounts (CoA) Project Team
Project Sponsors
Matt Okamoto
Controller
mwokamoto@ucdavis.edu
Mike Legrand
Associate Controller
mrlegrand@ucdavis.edu
Design Team
The Design Team led the CoA workstream in the segment design of the new Chart of Accounts project. The team was charged with developing the CoA prototype to support the configuration in the new financial system. The prototype was developed by soliciting requirements from stakeholders through the Discovery Sessions, and validated through Proof of Concept sessions. On July 1, 2021 the final CoA design and segment definitions were approved by Aggie Enterprise Governance. Upon completing their work, Design Team members are being redeployed to support ongoing Chart of Accounts and Aggie Enterprise activities.
Core Team
The Core Team will lead and coordinate the implementation of the new chart of accounts in conjunction with the new financial system. The Core Team will coordinate specific CoA activities such as legacy account clean up, developing mapping and conversion rules, converting the legacy CoA to the future CoA and conversion validation. The Core Team will also coordinate all Change, Communications and Training (CCT) related activities.
Common Operating Fund Initiative (COFI) Project Team
Project Sponsor
Sarah Mangum
Associate Vice Chancellor
Budget and Institutional Analysis
semangum@ucdavis.edu
Core Team
