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<ead><eadheader langencoding="iso639-2b" scriptencoding="iso15924" relatedencoding="dc" repositoryencoding="iso15511" countryencoding="iso3166-1" dateencoding="iso8601" id="a0"><eadid countrycode="us" mainagencycode="wauar" encodinganalog="identifier" url="http://archiveswest.orbiscascade.org/ark:/80444/xv190214" identifier="80444/xv190214">WAUUWResource00025.xml</eadid><filedesc><titlestmt><titleproper>Guide to the University of Washington Finance Transformation Program Records <date encodinganalog="date" era="ce">2003-2017</date></titleproper><titleproper type="filing" altrender="nodisplay">University of Washington Finance Transformation Program Records</titleproper></titlestmt><publicationstmt><publisher encodinganalog="publisher">Special Collections, University of Washington Libraries</publisher><date normal="" encodinganalog="date">2024 (Last modified: 12/6/2024)</date><address><addressline>Seattle, WA 98195</addressline></address></publicationstmt></filedesc></eadheader><archdesc level="recordgrp" type="inventory" relatedencoding="marc21"><did><repository><corpname>University of Washington Libraries, Special Collections</corpname></repository><unitid countrycode="us" repositorycode="wauar">UW Resource No. 00025 (Accession No. 24-084)</unitid><origination/><unittitle encodinganalog="245$a" type="collection">University of
		  Washington Finance Transformation Program records</unittitle><unitdate type="inclusive" normal="2003/2017" era="ce" calendar="gregorian">2003-2017</unitdate><physdesc><extent>3.65 cubic feet (4 boxes)</extent></physdesc><langmaterial>Collection materials are in 
		<language langcode="eng" scriptcode="latn" encodinganalog="546">English</language>.</langmaterial><abstract encodinganalog="5203_$a">Records of the
		  University of Washington Finance Transformation Program</abstract></did><bioghist encodinganalog="5451_" id="a2"><p>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.</p><p>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.</p><p>Stage 2 of the Financial Transformation was deployed in July 2023 to
		  further expand Workday's scope and retire legacy systems.</p><p>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</p></bioghist><scopecontent><p>Progress reports, meeting notes, correspondence, and presentations of
		  the University of Washington's Finance Transformation Program</p></scopecontent><accessrestrict><p>No restrictions on access. </p><p> <extref href="https://uw.aeon.atlas-sys.com/logon/?Action=10&amp;Form=31&amp;Value=https://archiveswest.orbiscascade.org/ark:80444/xv190214/xml " role="text/html" actuate="onrequest" show="new" id="aeon" linktype="simple">Request at
			 UW</extref></p></accessrestrict><userestrict><p>Public Records—not subject to copyright. Copying, quotation,
		  publication and other uses are unrestricted if records are open for public
		  release. </p></userestrict><acqinfo><p>Kelly Hsu, UW Finance Transformation</p></acqinfo><controlaccess><subject source="uwsc">University Archives/Faculty Papers (University of Washington)</subject><corpname source="lcnaf" encodinganalog="710" altrender="displayattop">University of Washington. University Archives</corpname><subject source="archiveswest" encodinganalog="690" altrender="nodisplay">Public Finance</subject><subject source="archiveswest" encodinganalog="690" altrender="nodisplay">Seattle</subject></controlaccess><dsc type="combined" id="a23"><p> </p><c01 level="file"><did><container type="box-folder">1/1-2</container><unittitle>Jeffery</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did><odd><p>2 folders</p></odd></c01><c01 level="file"><did><container type="box-folder">1/3</container><unittitle>Meetings, Agendas, and Notes</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/4</container><unittitle>Hol Finance</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/5</container><unittitle>Carole </unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/6</container><unittitle>Jenn</unittitle><unitdate type="inclusive" normal="2016/2017" era="ce" calendar="gregorian">2016-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/7</container><unittitle>JMI</unittitle><unitdate type="inclusive" normal="2016/2017" era="ce" calendar="gregorian">2016-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/8</container><unittitle>Jerry</unittitle><unitdate type="inclusive" normal="2016/2017" era="ce" calendar="gregorian">2016-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/9</container><unittitle>HR / Payroll</unittitle></did></c01><c01 level="file"><did><container type="box-folder">1/10</container><unittitle>ISC</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/11</container><unittitle>Brad Mtgs</unittitle><unitdate type="inclusive" normal="2013/2014" era="ce" calendar="gregorian">2013-2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/12</container><unittitle>Definitions</unittitle></did></c01><c01 level="file"><did><container type="box-folder">1/13</container><unittitle>Org Charts</unittitle><unitdate type="inclusive" normal="2013/2015" era="ce" calendar="gregorian">2013-2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/14</container><unittitle>Roles and Responsibilities</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/15</container><unittitle>Cheryl B and F</unittitle><unitdate type="inclusive" normal="2014/2015" era="ce" calendar="gregorian">2014-2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/16</container><unittitle>Kelli</unittitle><unitdate type="inclusive" normal="2014/2016" era="ce" calendar="gregorian">2014-2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/17</container><unittitle>Paul</unittitle><unitdate type="inclusive" normal="2015/2016" era="ce" calendar="gregorian">2015-2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/18</container><unittitle>Ruth </unittitle></did></c01><c01 level="file"><did><container type="box-folder">1/19</container><unittitle>Aaron</unittitle><unitdate type="inclusive" normal="2015/2017" era="ce" calendar="gregorian">2015-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/20</container><unittitle>All Staff</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/21</container><unittitle>HRP Modernization</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/22</container><unittitle>Tech Recharge Fee</unittitle><unitdate type="inclusive" normal="2010/2015" era="ce" calendar="gregorian">2010-2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/23</container><unittitle>Susan</unittitle><unitdate type="inclusive" normal="2012/2013" era="ce" calendar="gregorian">2012-2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/24</container><unittitle>Potential 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type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/30</container><unittitle>KFS</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/31</container><unittitle>Observation draft</unittitle></did></c01><c01 level="file"><did><container type="box-folder">1/32</container><unittitle>FSSR General Accounting </unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/33</container><unittitle>FSSR Project Accounting</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/34</container><unittitle>FSSR Accounts Receivable </unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/35</container><unittitle>FSSR Internal Billing</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/36</container><unittitle>FSSR Asset Management</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/37</container><unittitle>FSSR Accounts Payable and Procurement </unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/38</container><unittitle>FSSR Expenses</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/39</container><unittitle>Forecasting Project</unittitle><unitdate type="inclusive" normal="2016" era="ce" calendar="gregorian">2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/40</container><unittitle>UWFT Charters for FLG </unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/41</container><unittitle>Risk Assumptions Plan</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/42</container><unittitle>Governance</unittitle></did></c01><c01 level="file"><did><container type="box-folder">1/43</container><unittitle>Operations Alignment</unittitle><unitdate type="inclusive" normal="2016" era="ce" calendar="gregorian">2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/44</container><unittitle>Contacts</unittitle><unitdate type="inclusive" normal="2016" era="ce" calendar="gregorian">2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/45</container><unittitle>Visual Communication</unittitle></did></c01><c01 level="file"><did><container type="box-folder">1/46</container><unittitle>Expand Ant JV</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/47</container><unittitle>Fix ICR Cable in FAS on Subcontracts</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/48</container><unittitle>Case for Managing Facility Space Information at the
				UW</unittitle><unitdate type="inclusive" normal="2015/2016" era="ce" calendar="gregorian">2015-2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/49</container><unittitle>ORG Code White Paper</unittitle><unitdate type="inclusive" normal="2009/2017" era="ce" calendar="gregorian">2009-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/50</container><unittitle>UW Medicine</unittitle><unitdate type="inclusive" normal="2016/2017" era="ce" calendar="gregorian">2016-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/51</container><unittitle>Presentations and Meetings</unittitle><unitdate type="inclusive" normal="2014/2017" era="ce" calendar="gregorian">2014-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">1/52</container><unittitle>Correspondence and Resumes</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/1</container><unittitle>Misc. Budget docs</unittitle><unitdate type="inclusive" normal="2016/2017" era="ce" calendar="gregorian">2016-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/2</container><unittitle>Budget documents</unittitle><unitdate type="inclusive" normal="2016/2017" era="ce" calendar="gregorian">2016-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/3</container><unittitle>UW-IT (DES) Review Object Codes docs</unittitle><unitdate type="inclusive" normal="2012/2015" era="ce" calendar="gregorian">2012-2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/4</container><unittitle>Workday docs</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/5</container><unittitle>User</unittitle><unitdate type="inclusive" normal="2004" era="ce" calendar="gregorian">2004</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/6</container><unittitle>Strategic Road map docs</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/7</container><unittitle>Financial System Needs Assessment</unittitle><unitdate type="inclusive" normal="2014/2015" era="ce" calendar="gregorian">2014-2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/8</container><unittitle>Finance Systems Strategy and Readiness</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/9</container><unittitle>UW Finance Transformation</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/10</container><unittitle>Kuali Financial Systems Assessment</unittitle></did></c01><c01 level="file"><did><container type="box-folder">2/11</container><unittitle>Workday</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/12</container><unittitle>EIP</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/13</container><unittitle>Misc. Leadership Development Program docs.</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/14</container><unittitle>Leadership Development Program toolkit</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/15</container><unittitle>Airba Live</unittitle><unitdate type="inclusive" normal="2003" era="ce" calendar="gregorian">2003</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/16</container><unittitle>Leadership Development Program Session One</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/17</container><unittitle>Leadership Development Program Session Two</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/18</container><unittitle>Leadership Development Program Session Three</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/19</container><unittitle>Leadership Development Program: Tips and Tools</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/20</container><unittitle>Leadership Development Program: Leadership
				Lessons</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/21</container><unittitle>Leadership Development Program: Reflection
				Action</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/22</container><unittitle>Finance Core Team </unittitle><unitdate type="inclusive" normal="2012/2014" era="ce" calendar="gregorian">2012-2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/23</container><unittitle>Finance and Facilities Strategy Map</unittitle><unitdate type="inclusive" normal="2010/2013" era="ce" calendar="gregorian">2010-2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/24</container><unittitle>Audit Advisory Committee</unittitle><unitdate type="inclusive" normal="2017" era="ce" calendar="gregorian">2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/25</container><unittitle>King County Auditors Oversight</unittitle><unitdate type="inclusive" normal="2012" era="ce" calendar="gregorian">2012</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/26</container><unittitle>Briefings</unittitle><unitdate type="inclusive" normal="2015/2016" era="ce" calendar="gregorian">2015-2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/27</container><unittitle>Research portal docs</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/28</container><unittitle>UW Finance Transformation Exec Alignment
				Retreat</unittitle></did></c01><c01 level="file"><did><container type="box-folder">2/29-30</container><unittitle>Presentations </unittitle><unitdate type="inclusive" normal="2016/2017" era="ce" calendar="gregorian">2016-2017</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/31</container><unittitle>Presentation and correspondence</unittitle><unitdate type="inclusive" normal="2016" era="ce" calendar="gregorian">2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/32</container><unittitle>Asst. Director-Accounting</unittitle></did></c01><c01 level="file"><did><container type="box-folder">2/33</container><unittitle>UW Visit to CSU on KFS</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/34</container><unittitle>Activity Roadmap</unittitle><unitdate type="inclusive" normal="2015/2016" era="ce" calendar="gregorian">2015-2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/35</container><unittitle>Admin portal</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/36</container><unittitle>Retreat</unittitle><unitdate type="inclusive" normal="2016" era="ce" calendar="gregorian">2016</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/37</container><unittitle>Audit of UW Higher Education Dedication Local Funds and
				Operating Fee Accounts</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/38</container><unittitle>UW Technology Working Group report</unittitle><unitdate type="inclusive" normal="2008" era="ce" calendar="gregorian">2008</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/39</container><unittitle>Data mapping</unittitle><unitdate type="inclusive" normal="2013/2015" era="ce" calendar="gregorian">2013-2015</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/40</container><unittitle>FMS roadmap</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/41</container><unittitle>RPD/RPI projects</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/42</container><unittitle>UW IT Modernize documents</unittitle><unitdate type="inclusive" normal="2014" era="ce" calendar="gregorian">2014</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/43</container><unittitle>Benchmark ref</unittitle><unitdate type="inclusive" normal="2013" era="ce" calendar="gregorian">2013</unitdate></did></c01><c01 level="file"><did><container type="box-folder">2/44</container><unittitle>Deans and Chairs Retreat - An Overview of Financial
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				with Business case Appendices</unittitle><unitdate type="inclusive" normal="2015" era="ce" calendar="gregorian">2015</unitdate></did></c01></dsc></archdesc></ead>

