University of Washington Finance Transformation Program records, 2003-2017
Table of Contents
- Overview of the Collection
-
Historical Note
- Content Description
- Use of the Collection
- Administrative Information
-
Detailed Description of the Collection
- Jeffery, 2017
- Meetings, Agendas, and Notes, 2017
- Hol Finance, 2017
- Carole, 2017
- Jenn, 2016-2017
- JMI, 2016-2017
- Jerry, 2016-2017
- HR / Payroll
- ISC, 2017
- Brad Mtgs, 2013-2014
- Definitions
- Org Charts, 2013-2015
- Roles and Responsibilities, 2017
- Cheryl B and F, 2014-2015
- Kelli, 2014-2016
- Paul, 2015-2016
- Ruth
- Aaron, 2015-2017
- All Staff, 2014
- HRP Modernization, 2015
- Tech Recharge Fee, 2010-2015
- Susan, 2012-2013
- Potential Resources, 2014-2016
- Common B and F, 2012-2014
- Apptio (TBM)
- DIS ePortfolio, 2006-2011
- DIS Approval, 2010-2011
- rSmart, 2014
- KFS, 2013
- Observation draft
- FSSR General Accounting, 2014
- FSSR Project Accounting, 2014
- FSSR Accounts Receivable, 2014
- FSSR Internal Billing, 2014
- FSSR Asset Management, 2014
- FSSR Accounts Payable and Procurement, 2014
- FSSR Expenses, 2014
- Forecasting Project, 2016
- UWFT Charters for FLG, 2017
- Risk Assumptions Plan, 2015
- Governance
- Operations Alignment, 2016
- Contacts, 2016
- Visual Communication
- Expand Ant JV, 2017
- Fix ICR Cable in FAS on Subcontracts, 2017
- Case for Managing Facility Space Information at the UW, 2015-2016
- ORG Code White Paper, 2009-2017
- UW Medicine, 2016-2017
- Presentations and Meetings, 2014-2017
- Correspondence and Resumes, 2017
- Misc. Budget docs, 2016-2017
- Budget documents, 2016-2017
- UW-IT (DES) Review Object Codes docs, 2012-2015
- Workday docs, 2015
- User, 2004
- Strategic Road map docs, 2015
- Financial System Needs Assessment, 2014-2015
- Finance Systems Strategy and Readiness, 2015
- UW Finance Transformation, 2015
- Kuali Financial Systems Assessment
- Workday, 2015
- EIP, 2015
- Misc. Leadership Development Program docs., 2014
- Leadership Development Program toolkit, 2013
- Airba Live, 2003
- Leadership Development Program Session One, 2013
- Leadership Development Program Session Two, 2013
- Leadership Development Program Session Three, 2013
- Leadership Development Program: Tips and Tools, 2013
- Leadership Development Program: Leadership Lessons, 2013
- Leadership Development Program: Reflection Action, 2013
- Finance Core Team, 2012-2014
- Finance and Facilities Strategy Map, 2010-2013
- Audit Advisory Committee, 2017
- King County Auditors Oversight, 2012
- Briefings, 2015-2016
- Research portal docs, 2015
- UW Finance Transformation Exec Alignment Retreat
- Presentations, 2016-2017
- Presentation and correspondence, 2016
- Asst. Director-Accounting
- UW Visit to CSU on KFS, 2015
- Activity Roadmap, 2015-2016
- Admin portal, 2015
- Retreat, 2016
- Audit of UW Higher Education Dedication Local Funds and Operating Fee Accounts, 2014
- UW Technology Working Group report, 2008
- Data mapping, 2013-2015
- FMS roadmap, 2014
- RPD/RPI projects, 2014
- UW IT Modernize documents, 2014
- Benchmark ref, 2013
- Deans and Chairs Retreat - An Overview of Financial Management at UC Berkley, 2007
- Charters and updates, 2015
- Correspondence and presentations, 2015
- Audits and financial documents, 2016
- Workday CID call documents, 2017
- Workday notes, 2017
- UT Austin, 2017
- Peer docs, 2015
- One Washington and Workday documents, 2017
- Building plans
- Internal Control Resources, 2004
- Culture docs
- Business process, 2002
- Strafing project charter, 2011
- Stakeholder meetings, 2015
- Best practices, 2015
- UW Technology report and correspondence, 2008-2015
- Audit reports, 2015
- HR Payroll Project, 2014-2016
- Internal audit, 2010-2011
- Moving Forward - A Guide to Improving Corporate Governance Through Effective Internal Control, 2003
- Leveraging COSO Across the Three Lines of Defense
- Internal Audit, 2010
- Annual Insurance report, 2011
- University of Colorado, 2014
- Gartner, 2014
- Financial Oversight Group Fiscal Year 2015 review, 2015
- Detailed package for B and F, 2014-2015
- UW-IT FY 2015 Business and Finance Division meetings, 2014
- Gartnr workshops, 2015
- Correspondence and memorandum of understanding, 2008-2015
- Misc. financial documents, 2013-2015
- Internal communications strategic plan, 2016
- Finance Transformation: ERP strategy and readiness, 2015
- Gartner appendices, 2015
- Finance Systems Strategy and readiness, 2015
- Potential Options to Reduce Costs and Financial System Modernization presentations, 2015
- ERP Sourcing strategy, 2017
- Financial statements, 2013
- North Highland
- UW-IT SLT, 2016
- The difference, 2015
- Non disclosure agreement
- Executive sponsor, 2015
- Sponsor - finance business transformation, 2015
- stakeholder meeting
- UW Finance Transformation Exec Alignment Retreat
- UW Intangible Project Financial data, 2015
- TBM Starter Kit, 2013
- Appito/TBM discussion with UW, 2014
- Notes
- Finance Systems Strategy and Readiness Assessment Roadmap with Business case Appendices, 2015
- Names and Subjects
Overview of the Collection
- Title
- University of Washington Finance Transformation Program records
- Dates
- 2003-2017 (inclusive)20032017
- Quantity
- 3.65 cubic feet (4 boxes)
- Collection Number
- UW Resource No. 00025 (Accession No. 24-084)
- Summary
- Records of the University of Washington Finance Transformation Program
- Repository
-
University of Washington Libraries, Special Collections
Special Collections
University of Washington Libraries
Box 352900
Seattle, WA
98195-2900
Telephone: 2065431929
Fax: 2065431931
speccoll@uw.edu - Access Restrictions
-
No restrictions on access.
- Languages
- English
Historical Note
The University of Washington Financial Transformation (UWFT) program was initiated in 2008 with the goal of modernizing the University's finance and procurement policies, processes, and systems by creating a single system. The cloud-based platform Workday was selected to replace the 43-year-old COBOL-based Financial Accounting System (FAS) and multiple ledger and supply chain systems supporting UW Medicine.
In 2017 the University of Washington launched Workday Human Resources Management for its payroll and workforce management for the entire university system, including UW Medicine. This move utilized the finance and procurement modules, linking the core financial and human resource systems.
Stage 2 of the Financial Transformation was deployed in July 2023 to further expand Workday's scope and retire legacy systems.
Sources: "Finance and Asset Management Committee: Finance Transformation: Stage 1 Approval" (https://s3-us-west-2.amazonaws.com/uw-s3-cdn/wp-content/uploads/sites/12/2019/07/02162350/07-2019-F-4.pdf) and https://finance.uw.edu/uwft/about-uwft/why-transform, accessed 11/26/2024
Content Description
Progress reports, meeting notes, correspondence, and presentations of the University of Washington's Finance Transformation Program
Use of the Collection
Restrictions on Use
Public Records—not subject to copyright. Copying, quotation, publication and other uses are unrestricted if records are open for public release.
Administrative Information
Return to TopDetailed Description of the Collection
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Description: Jeffery
2 folders
Dates: 2017Container: Box/Folder 1/1-2 -
Description: Meetings, Agendas, and NotesDates: 2017Container: Box/Folder 1/3
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Description: Hol FinanceDates: 2017Container: Box/Folder 1/4
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Description: CaroleDates: 2017Container: Box/Folder 1/5
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Description: JennDates: 2016-2017Container: Box/Folder 1/6
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Description: JMIDates: 2016-2017Container: Box/Folder 1/7
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Description: JerryDates: 2016-2017Container: Box/Folder 1/8
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Description: HR / PayrollContainer: Box/Folder 1/9
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Description: ISCDates: 2017Container: Box/Folder 1/10
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Description: Brad MtgsDates: 2013-2014Container: Box/Folder 1/11
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Description: DefinitionsContainer: Box/Folder 1/12
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Description: Org ChartsDates: 2013-2015Container: Box/Folder 1/13
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Description: Roles and ResponsibilitiesDates: 2017Container: Box/Folder 1/14
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Description: Cheryl B and FDates: 2014-2015Container: Box/Folder 1/15
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Description: KelliDates: 2014-2016Container: Box/Folder 1/16
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Description: PaulDates: 2015-2016Container: Box/Folder 1/17
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Description: RuthContainer: Box/Folder 1/18
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Description: AaronDates: 2015-2017Container: Box/Folder 1/19
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Description: All StaffDates: 2014Container: Box/Folder 1/20
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Description: HRP ModernizationDates: 2015Container: Box/Folder 1/21
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Description: Tech Recharge FeeDates: 2010-2015Container: Box/Folder 1/22
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Description: SusanDates: 2012-2013Container: Box/Folder 1/23
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Description: Potential ResourcesDates: 2014-2016Container: Box/Folder 1/24
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Description: Common B and FDates: 2012-2014Container: Box/Folder 1/25
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Description: Apptio (TBM)Container: Box/Folder 1/26
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Description: DIS ePortfolioDates: 2006-2011Container: Box/Folder 1/27
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Description: DIS ApprovalDates: 2010-2011Container: Box/Folder 1/28
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Description: rSmartDates: 2014Container: Box/Folder 1/29
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Description: KFSDates: 2013Container: Box/Folder 1/30
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Description: Observation draftContainer: Box/Folder 1/31
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Description: FSSR General AccountingDates: 2014Container: Box/Folder 1/32
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Description: FSSR Project AccountingDates: 2014Container: Box/Folder 1/33
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Description: FSSR Accounts ReceivableDates: 2014Container: Box/Folder 1/34
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Description: FSSR Internal BillingDates: 2014Container: Box/Folder 1/35
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Description: FSSR Asset ManagementDates: 2014Container: Box/Folder 1/36
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Description: FSSR Accounts Payable and ProcurementDates: 2014Container: Box/Folder 1/37
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Description: FSSR ExpensesDates: 2014Container: Box/Folder 1/38
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Description: Forecasting ProjectDates: 2016Container: Box/Folder 1/39
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Description: UWFT Charters for FLGDates: 2017Container: Box/Folder 1/40
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Description: Risk Assumptions PlanDates: 2015Container: Box/Folder 1/41
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Description: GovernanceContainer: Box/Folder 1/42
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Description: Operations AlignmentDates: 2016Container: Box/Folder 1/43
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Description: ContactsDates: 2016Container: Box/Folder 1/44
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Description: Visual CommunicationContainer: Box/Folder 1/45
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Description: Expand Ant JVDates: 2017Container: Box/Folder 1/46
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Description: Fix ICR Cable in FAS on SubcontractsDates: 2017Container: Box/Folder 1/47
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Description: Case for Managing Facility Space Information at the UWDates: 2015-2016Container: Box/Folder 1/48
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Description: ORG Code White PaperDates: 2009-2017Container: Box/Folder 1/49
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Description: UW MedicineDates: 2016-2017Container: Box/Folder 1/50
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Description: Presentations and MeetingsDates: 2014-2017Container: Box/Folder 1/51
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Description: Correspondence and ResumesDates: 2017Container: Box/Folder 1/52
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Description: Misc. Budget docsDates: 2016-2017Container: Box/Folder 2/1
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Description: Budget documentsDates: 2016-2017Container: Box/Folder 2/2
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Description: UW-IT (DES) Review Object Codes docsDates: 2012-2015Container: Box/Folder 2/3
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Description: Workday docsDates: 2015Container: Box/Folder 2/4
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Description: UserDates: 2004Container: Box/Folder 2/5
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Description: Strategic Road map docsDates: 2015Container: Box/Folder 2/6
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Description: Financial System Needs AssessmentDates: 2014-2015Container: Box/Folder 2/7
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Description: Finance Systems Strategy and ReadinessDates: 2015Container: Box/Folder 2/8
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Description: UW Finance TransformationDates: 2015Container: Box/Folder 2/9
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Description: Kuali Financial Systems AssessmentContainer: Box/Folder 2/10
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Description: WorkdayDates: 2015Container: Box/Folder 2/11
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Description: EIPDates: 2015Container: Box/Folder 2/12
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Description: Misc. Leadership Development Program docs.Dates: 2014Container: Box/Folder 2/13
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Description: Leadership Development Program toolkitDates: 2013Container: Box/Folder 2/14
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Description: Airba LiveDates: 2003Container: Box/Folder 2/15
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Description: Leadership Development Program Session OneDates: 2013Container: Box/Folder 2/16
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Description: Leadership Development Program Session TwoDates: 2013Container: Box/Folder 2/17
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Description: Leadership Development Program Session ThreeDates: 2013Container: Box/Folder 2/18
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Description: Leadership Development Program: Tips and ToolsDates: 2013Container: Box/Folder 2/19
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Description: Leadership Development Program: Leadership LessonsDates: 2013Container: Box/Folder 2/20
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Description: Leadership Development Program: Reflection ActionDates: 2013Container: Box/Folder 2/21
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Description: Finance Core TeamDates: 2012-2014Container: Box/Folder 2/22
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Description: Finance and Facilities Strategy MapDates: 2010-2013Container: Box/Folder 2/23
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Description: Audit Advisory CommitteeDates: 2017Container: Box/Folder 2/24
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Description: King County Auditors OversightDates: 2012Container: Box/Folder 2/25
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Description: BriefingsDates: 2015-2016Container: Box/Folder 2/26
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Description: Research portal docsDates: 2015Container: Box/Folder 2/27
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Description: UW Finance Transformation Exec Alignment RetreatContainer: Box/Folder 2/28
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Description: PresentationsDates: 2016-2017Container: Box/Folder 2/29-30
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Description: Presentation and correspondenceDates: 2016Container: Box/Folder 2/31
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Description: Asst. Director-AccountingContainer: Box/Folder 2/32
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Description: UW Visit to CSU on KFSDates: 2015Container: Box/Folder 2/33
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Description: Activity RoadmapDates: 2015-2016Container: Box/Folder 2/34
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Description: Admin portalDates: 2015Container: Box/Folder 2/35
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Description: RetreatDates: 2016Container: Box/Folder 2/36
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Description: Audit of UW Higher Education Dedication Local Funds and Operating Fee AccountsDates: 2014Container: Box/Folder 2/37
-
Description: UW Technology Working Group reportDates: 2008Container: Box/Folder 2/38
-
Description: Data mappingDates: 2013-2015Container: Box/Folder 2/39
-
Description: FMS roadmapDates: 2014Container: Box/Folder 2/40
-
Description: RPD/RPI projectsDates: 2014Container: Box/Folder 2/41
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Description: UW IT Modernize documentsDates: 2014Container: Box/Folder 2/42
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Description: Benchmark refDates: 2013Container: Box/Folder 2/43
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Description: Deans and Chairs Retreat - An Overview of Financial Management at UC BerkleyDates: 2007Container: Box/Folder 2/44
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Description: Charters and updatesDates: 2015Container: Box/Folder 2/45
-
Description: Correspondence and presentationsDates: 2015Container: Box/Folder 2/46
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Description: Audits and financial documentsDates: 2016Container: Box/Folder 2/47
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Description: Workday CID call documentsDates: 2017Container: Box/Folder 3/1
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Description: Workday notesDates: 2017Container: Box/Folder 3/2
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Description: UT AustinDates: 2017Container: Box/Folder 3/3
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Description: Peer docsDates: 2015Container: Box/Folder 3/4
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Description: One Washington and Workday documentsDates: 2017Container: Box/Folder 3/5
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Description: Building plansContainer: Box/Folder 3/6
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Description: Internal Control ResourcesDates: 2004Container: Box/Folder 3/7
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Description: Culture docsContainer: Box/Folder 3/8
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Description: Business processDates: 2002Container: Box/Folder 3/9
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Description: Strafing project charterDates: 2011Container: Box/Folder 3/10
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Description: Stakeholder meetingsDates: 2015Container: Box/Folder 3/11
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Description: Best practicesDates: 2015Container: Box/Folder 3/12
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Description: UW Technology report and correspondenceDates: 2008-2015Container: Box/Folder 3/13
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Description: Audit reportsDates: 2015Container: Box/Folder 3/14
-
Description: HR Payroll ProjectDates: 2014-2016Container: Box/Folder 3/15
-
Description: Internal auditDates: 2010-2011Container: Box/Folder 3/16
-
Description: Moving Forward - A Guide to Improving Corporate Governance Through Effective Internal ControlDates: 2003Container: Box/Folder 3/17
-
Description: Leveraging COSO Across the Three Lines of DefenseContainer: Box/Folder 3/18
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Description: Internal AuditDates: 2010Container: Box/Folder 3/19
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Description: Annual Insurance reportDates: 2011Container: Box/Folder 3/20
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Description: University of ColoradoDates: 2014Container: Box/Folder 3/21
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Description: GartnerDates: 2014Container: Box/Folder 3/22
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Description: Financial Oversight Group Fiscal Year 2015 reviewDates: 2015Container: Box/Folder 3/23
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Description: Detailed package for B and FDates: 2014-2015Container: Box/Folder 3/24
-
Description: UW-IT FY 2015 Business and Finance Division meetingsDates: 2014Container: Box/Folder 3/25
-
Description: Gartnr workshopsDates: 2015Container: Box/Folder 3/26
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Description: Correspondence and memorandum of understandingDates: 2008-2015Container: Box/Folder 3/27
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Description: Misc. financial documentsDates: 2013-2015Container: Box/Folder 3/28
-
Description: Internal communications strategic planDates: 2016Container: Box/Folder 3/29
-
Description: Finance Transformation: ERP strategy and readinessDates: 2015Container: Box/Folder 3/30
-
Description: Gartner appendicesDates: 2015Container: Box/Folder 3/31
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Description: Finance Systems Strategy and readinessDates: 2015Container: Box/Folder 3/32
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Description: Potential Options to Reduce Costs and Financial System Modernization presentationsDates: 2015Container: Box/Folder 3/33
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Description: ERP Sourcing strategyDates: 2017Container: Box/Folder 3/34
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Description: Financial statementsDates: 2013Container: Box/Folder 3/35
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Description: North HighlandContainer: Box/Folder 3/36
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Description: UW-IT SLTDates: 2016Container: Box/Folder 3/37
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Description: The differenceDates: 2015Container: Box/Folder 3/38
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Description: Non disclosure agreementContainer: Box/Folder 3/39
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Description: Executive sponsorDates: 2015Container: Box/Folder 3/40
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Description: Sponsor - finance business transformationDates: 2015Container: Box/Folder 3/41
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Description: stakeholder meetingContainer: Box/Folder 3/42
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Description: UW Finance Transformation Exec Alignment RetreatContainer: Box/Folder 4/1
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Description: UW Intangible Project Financial dataDates: 2015Container: Box/Folder 4/2
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Description: TBM Starter KitDates: 2013Container: Box/Folder 4/3
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Description: Appito/TBM discussion with UWDates: 2014Container: Box/Folder 4/4
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Description: NotesContainer: Box/Folder 4/5
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Description: Finance Systems Strategy and Readiness Assessment Roadmap with Business case AppendicesDates: 2015Container: Box/Folder 4/6
Names and SubjectsReturn to Top
Subject Terms
- University Archives/Faculty Papers (University of Washington)
Other Creators
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Corporate Names
- University of Washington. University Archives
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