October 2, 2024

The FMM team continues with the third round of Systems Integration Testing (SIT3) as we head into the fall, which includes full end-to-end testing of the Oracle Financials Cloud (OFC) system. This is an exciting and collaborative exercise designed to create the best overall financial management solution for campus, including enhanced reporting and Data Warehouse solutions. As testing cycles progress, the FMM team will integrate department stakeholders more broadly.

The project team is also involving key stakeholders in the program through an invigorated Change Leader Network. With nine months until go-live, the Change, Communications, & Training (CCT) team invited 30 cross-campus leaders to participate in the change network based on nominations from the FMM Steering Committee and Academic Deans. We encourage you to watch this video to learn more about how the Change Leader Network can support you. You can find a Change Leader in your division, along with their contact information, on the FMM website.

Completed Events

Business Officer Summit

This two-day training workshop, hosted by the Office of Financial Training (OFT) on September 5-6, included insightful sessions and panel discussions, networking, and professional development opportunities for approximately 160 campus business officers and financial management staff. The Summit kicked off with a moving keynote speech by Alex Sheen, founder of because I said I would, and continued with sessions from campus leaders on a variety of topics. Amongst others, Chuck Haines, Vice Chancellor/CFO, discussed the campus budget and budget cycle, and Ann Marie Musto, Associate Vice Chancellor and Chief Human Resources Officer, spoke on employee recruitment and retention. 

The OFT has received overwhelmingly positive feedback from attendees, and staff appreciated the opportunity to gather on campus and network with their colleagues at this event.  

Upcoming Events

Program Update Town Hall

The next hybrid Program Update Town Hall will take place on Wednesday, October 9 from 10-11:30 a.m. in Corwin Pavilion. Topics covered will include training development, future state impacts, and the new CCOA. There will also be an opportunity for audience Q&A, so please come prepared with any questions. While in-person attendance is encouraged, you can register to attend via Zoom here.  

Workstream Updates

  • Projects & Grants Management: The Projects and Grants Management (PGM) team gathered on campus for decision meetings during the last week of September, aiming to answer open questions related to key PGM business processes. Significant progress was made during the week, and this team is looking forward to continuing conversations and making further progress at the next PGM on-site in mid-October. 
  • Testing: The FMM Testing team wrapped up their second iteration of Systems Integration Testing (SIT2) in July. In this cycle, the team tested functionality for nine different workstreams, performed end-to-end testing for 25 test scenarios, and executed over 677 test scripts. 59 boundary applications and 48 OFC reports were tested, and approximately 51 testers across 15 departments were involved. The team met exit criteria by successfully reaching 98% execution and closed 100% of critical and high priority defects. SIT3 began at the end of August, and teams continue to focus on testing end-to-end business processes. This round of SIT will test scenarios from OFC and boundary systems including Gateway, Concur, UCPath, and others. 
  • Training: In the past two months, the Training team has begun development of the OFC training materials in collaboration with FMM workstream leads and subject matter experts. OFC training will include both asynchronous web-based training as well as synchronous (live or virtual) instructor-led courses. Additionally, the Office of Financial Training plans to roll out training for the CCOA Explorer Tool (Power BI Report) in the fall followed by recurring office hours and accompanying video tutorials. This Power BI report will allow departments to view their overall FRU hierarchy structure and compare legacy chart information to the new Common Chart of Accounts.
  • Reporting: Currently, this team is performing initial user testing for 15 unique campus reports and will utilize feedback to guide further enhancements. Additionally, they have reconnected with stakeholders involved during reporting tool discovery to share progress updates and offer a first look at the new reporting portal. Security modeling efforts are also ongoing, with proof-of-concepts in place for both object-level and row-level security. 
  • Risks & Controls: The Risks & Controls team completed two cycles of testing for OFC application security components. Additionally, this team began gathering security requirements to design authentication and authorizations for the Transfer of Expense (TOE) custom application.

Staying Engaged

  • Please encourage any staff members who may be impacted by FMM to enroll in the FMM mailing list so they can stay up-to-date on this upcoming transition.