Monday, April 20, 2020

Farewell to John McHugh

A note from Augie Maurelli, Assistant Vice President for Financial Operations

After more than 23 years of service, John McHugh has decided to leave UVA for other opportunities with his last working day in the virtual office was April 22nd.

John has been a great colleague during my short tenure here and I know everyone recognizes all of his efforts over the decades. During the course of his career, he has participated, facilitated and executed billions of dollars’ worth of purchases that have gone toward supporting the vision and mission of UVA.

In this current environment, it is unfortunate that we cannot celebrate his accomplishments and experiences in person and typical of his humble nature, John has requested to not have a formal "virtual" gathering.

 All of UVAFinance wishes him and his family well and the best of luck in his new endeavors.

Thursday, April 9, 2020

Finance Transformation News




Want to listen to this update instead of reading it?  Check out the WFST broadcast!

The FST project is on-track (see our Phase 3 timeline here).  Currently, a small task force from within the team is putting together different scenarios involving the Coronavirus and its possible impact on the project. They’ll be working with the Steering Committee and Executive leadership to determine if any adjustments to the project timeline need to be made. More on this soon!
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Architect sessions are in full swing, remotely of course.  There are 55 of them scheduled between now and May.  Architect sessions, using our "building a house" metaphor, are like framing up the house.    We will take all the information from the Data Gathering sessions --- user stories, transformation opportunities, current processes, challenges, and pain points – and discuss with process owners and subject matter experts how to make our processes work easier and better in the structure of Workday financials. 

Topics of discussion in the architect sessions will be:
  • the setup of our Workday tenant (the tenant is our instance of Workday here at UVA)
  • our own processes
  • how we want to use what’s available in Workday
  • what data we’ll need to convert
  • how the data will be used in Workday
  • what our users need to be able to do their jobs effectively.

The aim of the architect sessions is how to make things better, not just different.  Once those sessions are done, our project tech team will take over and configure the tenant using the data provided by the architect sessions.  We’ll show and tell the tenant, make adjustments based on feedback, and then enter an intensive time of testing in the fall.  By intensive, we mean we’ll be running all of our end to end processes using our data.  Read more about the Architecture Sessions on CommunityHub.
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The FST Team has been doing roadshows with Workday Expenses to show how it compares to Chrome River, the solution we use now for ExpenseUVA.  The team has discussed this with both our Steering Committee and Advisory Group, and will be bringing the demo to Fiscal Administrators on April 15.  Read more about feedback so far on CommunityHub.

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Say hello to these new team members:  Addie Coe from UVAFinance has joined the project team, and Andrew Sallans, formerly of OSP, has joined UVAFinance as Finance Engagement Manager, and he’s going to be working with the project team to help work out the future state service model.






Resources and Information during the Coronavirus Response

UVA Virtual Town Hall: https://news.virginia.edu/content/key-takeaways-and-full-video-thursdays-virtual-town-hall


Institute for Health Metrics and Evaluation Covid-19 Resources

Zooming Securely:  Zoom Tips from FOC and your LSPs: 
  https://news.virginia.edu/video/arts-hill-president-jim-ryan-hosts-uva-artists-virtual-performance?utm_source=VirginiaFeed&utm_medium=referral&utm_campaign=news


FEAP SEMINAR:  Communicating Effectively During Difficult Conversations

Monica Maughlin, MEd, LPC, CEAP

Learn how to prepare yourself for challenging conversations and how to repair with others when things go awry. Want to learn helpful strategies that will allow you to recognize what is happening within you and between yourself and others in challenging interactions? In this interactive session, participants will increase their knowledge and understanding of how to lay the groundwork for productive and successful interactions with others, and strategies for engaging in and maintaining productive dialogue.

 Live Webinar (via Zoom)  Tuesday, April 21, 3:30 – 4:30 PM  REGISTER ONLINE

WFST Radio Broadcast for April 9, 2020

WFST is your Transformation Station!

Business Continuity in the time of Coronavirus, Workday Expenses and Chrome River, and new team members

Virtual Shout Out Board



From: Mara Hiliar, VP Finance Office
To: Nick Williams, SFS

Over the weekend, I was added to the SFS distribution list, and since yesterday (I don’t know how long he has been doing this), I have been getting a daily recipe from Nick. Food connects us all (you know that SFS group is always having food downstairs). I just wanted to share how it has made me smile during this uncertain time and since all of our communications/connections are centered around business now, really feel like something is missing – missing my UVAFinance peeps. Even though I am an introvert, I do miss the idle chatter, laughing, hiding behind my plants, etc.

Nick is definitely keeping his SFS colleagues “well-fed” and “in the know.” Plus he makes me smile.


Want to give a colleague a Shout Out?  Email it to culturecrew@virginia.edu 

Wednesday, April 8, 2020

Andrew Sallans Becomes UVAFinance’s First Engagement Manager

Andrew Sallans
Andrew Sallans
At the end of March, Andrew Sallans joined the Finance team as the Finance Engagement Manager.
He is the first in the role, which is part of Bill Ashby’s finance strategy team. Collectively, Sallans has over 13 years of experience at UVA, most recently as Assistant Director of Electronic Research Administration in the Office of Sponsored Programs (OSP). He’s also a double Hoo, earning both a bachelor’s (CLAS History/Archaeology) and master’s (McIntire MSMIT) at UVA.

Sallans will be working on Finance’s service delivery model—how the department engages with our many diverse stakeholders.

“Everything I’ve ever done has included engagement with the community,” says Sallans. “I enjoy building partnerships, solving problems, and developing technical solutions to advance the mission. This role in Finance is a good intersection of all of those parts.”

As a component of his work on the service model, Sallans will be implementing Salesforce as a backend tool to support Finance customers. The platform will bring an integrated view of the customer’s relationship with the organization, and provide operational teams and leadership with much richer service analytics and trends.

“Salesforce is a powerful tool to provide visibility and enable data-driven decision making. Support staff will be able to see what customers have brought up before and the resolution,” says Sallans. “This makes for more informed and accurate customer service, and it relieves the burden for our customer of having to explain issues repeatedly.”

While Director of Operations at the Center for Open Science, his role before he joined OSP, Sallans led a Salesforce implementation for the organization.

He says, “It was a smaller scale at the center, but had many of the same goals and challenges. I learned many lessons from building that type of environment from scratch. Being able to apply that on a bigger scale in UVAFinance really appeals to me.”

According to Sallans, his previous roles also provided the opportunity to partner with colleagues from many units across Grounds. Though he hasn’t worked in UVA’s Information Technology Services (ITS), he’s partnered with many different groups within. Sallans values this partnership and is eager to continue building upon it in the new role.

A milestone in the next two years related to Finance’s service delivery model will be Workday Financials going live. Members of the UVA community will be using the same Workday portal for HR- and Finance-related tasks.

“People won’t necessarily know who owns which service, and many services cross organizations anyhow,” says Sallans. “Our priority is to develop a customer-centric service model where we can efficiently solve problems and avoid bouncing people around the organization.”

Sallans states that he’s always approached things in an iterative way, with an eye on continuous improvement. That experience and focus will serve him well in this new role. He explains that if we take years to plan everything out before getting started that the changes we’ve planned for may be irrelevant by that point. Instead, an iterative process makes it possible to make changes incrementally, deliver value quickly to the end user, and make progress on the long-term goal.

Sallans says, “We can provide more value sooner to our customers and train everyone as we go.”

When not working, Sallans spends time with his family. He and his wife have four children, ranging from newborn to seven. According to Sallans, that keeps them pretty busy.

Sallans’ family enjoys outdoor activities, he says, “when they’re allowed.” While he and his family are practicing social distancing, as we all are, he does still get to enjoy vegetable gardening.

Addie Coe Joins Finance Strategic Transformation

Addie Coe
After learning more about Finance Strategic Transformation, Addie Coe quickly realized she wanted to be a part of the project team.

“I have always been enthusiastic about change and improvement,” she says. “I like streamlining complex processes and, more importantly, making them clear and easy to understand for the people who use them.”

Transitioning over from the role of Procurement Specialist in UVAFinance, she is leading the Procurement area of FST’s Spend workstream. In this position, Coe will work closely with “stakeholders in the procurement process—both central procurement and departmental financial administrators.”

So far, Coe really enjoys her new FST role and working with her fellow UVA employees as well as the Deloitte consultants. For the moment, the Spend workstream is “considering our current business processes and evaluating challenges and possible solutions.”

She is particularly looking forward to seeing the first configuration tenant because “it will be the first glimpse into the future of UVAFinance.”

In her free time, Coe is a musician with a small collection of instruments and vinyl. She is currently teaching herself the banjo, and she loves to go to concerts whenever she can.

She also claims to “have an embarrassingly large collection of houseplants […] probably over 70!”





Continuous Improvement: Opportunity in every Difficulty

All of us have had to learn new ways of working due to the response to COVID-19-- we're working remotely, interacting with colleagues differently, and in many cases, finding new ways to do our usual tasks.  As James Gorman pointed out in his recent Community Hub post, challenges are often great opportunities for continuous improvement (and Winston Churchill would agree!).   When we are forced out of our comfort zones, we're more apt to be creative and innovative.
Winston Churchill was a fan of Continuous Improvement :)

To help you and your team get in a Continous Improvement state of mind, check out these resources on the Continuous Improvement group in Community Hub

Bright Spots:  See other examples of Continuous Improvement from UVAFinance

P.S.  Have you seen the UVAFinance COVID-19 FAQs?  They're a perfect example of CI in a time of difficulty!


Brought to you by the Continuous Improvement Committee

Tuesday, April 7, 2020

Zooming Securely: Some tips from FOC and your LSPs

Thanks to Erika Priddy of FOC and Michael Hayton, LSP for contributing this piece

Now that we're all Zoomers, you may have seen reports in the media about Zoom meetings getting hacked by people who then take over the meeting with disruptive and often disturbing behavior.

There have also been reports of uninvited people hacking into a meeting and then sending malicious links in the chat, stealing people’s Windows credentials. Here are some tips from the FBI to prevent “Zoombombing”:
  • Keep meetings and classrooms private. Do this by requiring a meeting password. Additionally, the “Waiting Room” feature can help hosts control who enters.
  • Do not share invites to Zoom meetings on social media. Instead, send the meeting password directly to attendees.
  • Use a random meeting ID, so it can’t be shared multiple times. According to Zoom’s website, this is safer than using a “Personal Meeting ID."
  • Change screen sharing settings to “Only Host,” so no one but the host can control the screen. The host can also mute participants in their settings.
  • Lock a Zoom session that has already begun so no one else can join. Do this by clicking “Participants” in the bottom of a Zoom window, then clicking “Lock Meeting.”
  • Remove participants by hovering over their name in the Participants menu, and clicking the “Remove” option. The removed participant will not be allowed back in, according to Zoom’s website.
  • Make sure you have the most updated version of Zoom’s software. A recent security update added default passwords and disabled the ability to scan for meetings to join.
Adding a password seems like one of the easiest ways to protect our meetings going forward. When scheduling a meeting, ensure the box is checked next to “Require meeting password."










In addition to not using your Personal ID to host meetings, this Waiting Room feature looks like it should be able to catch any riff-raff trying to enter and ruin a party.

Also- once everyone has joined, locking the session seems like it could accomplish the task as well.



New LSP Starts Just Before Whole University Goes Remote



Cobb and family
James Cobb’s first week as UVAFinance’s newest LSP required him to quickly jump into action, helping employees transition to telecommuting due to COVID-19. Understandably, Cobb describes his role so far as “BUSY!”

However, he claims that this “has been the most interesting first two weeks [he thinks he’s] had in a new position” and that “it has been a good learning experience,” which he’s enjoyed. 

After mostly working in academic environments with faculty and students, Cobb found the chance to work in a different aspect of higher education intriguing.

“Coming to UVAFinance will provide me perspective on the administrative  side of higher education as well as afford me the opportunity to focus on technologies that are more aligned with my career path,” he says.
Cobb kayak-fishing
Now that employees are slowly adjusting to working remotely, Cobb’s role within UVAFinance is primarily LSP for the FST team. Though, he will still support Michael Hayton and Linda Estepp as needed.

When he’s not helping UVAFinance employees with technology issues, Cobb enjoys spending time with his wife, Michelle, and his nine-year-old twins, Jacob and Chloe. He also loves to bowl and to fish, sometimes even kayak-fishing in the bay or ocean! His favorite spot is the Chesapeake Bay Bridge and Tunnel.

He looks forward to putting more names to faces once employees can return to their offices.

Jenny Godden is UVAFinance’s Newest T&E Card Administrator

Jenny

The Travel and Expense Department recently welcomed its newest team member, Jenny Godden. She will be assisting Travel and Expense cardholders with their questions and transactions as T&E Card Administrator.

What interests Godden most about this role is the chance to utilize her “experience with customer service, project management, and administration,” as well as the chance to be creative and solve problems.

Godden is enjoying her role so far, particularly because she received such a warm welcome from her team members during the numerous changes made in the last few weeks.

Jenny and family
“Regardless of these unprecedented circumstances, team members took their time to make sure I sincerely felt welcomed. I never once felt lost in the chaos of these changes, and I really appreciate that.”

Godden and her husband keep busy outside of work with their fourteen-year-old, five-month-old, a Great Dane, and a cat.

“In more normal times,” she says, “I am a very on the go person.” In fact, she has “seen more than 200 music artists live, including 4 large music festivals!”

UVAFinance-specific FAQ available

UVAFinance has launched a Frequently Asked Questions page for information and updates regarding the COVID-19 Crisis and its impact on financial operations.

 Our FAQ is updated regularly and is a supplement to the overall UVA FAQs regarding Coronavirus response.

Find our FAQs on the VPFinance site here: https://vpfinance.virginia.edu/covid-19-faqs

Your questions and suggestions are welcome.

FST Welcomes Anthony Pearson to the Team

Finance Strategic Transformation’s newest team member, Anthony Pearson had an unusual first week in his position as Administrative Assistant. After just his second day, employees were all told to telecommute to prevent the spreading of COVID-19.

He is taking the uncertainty and challenges that come with the current situation in stride and says so far he is excited to be a part of UVA and FST: “to date the role is amazing. I get to work with a lot of interesting and knowledgeable people of all backgrounds. I am also learning a lot from everyone!”

Pearson will primarily be in the FST team’s Old Ivy Road offices. There, he will work closely with the Finance and Technical workstreams—two of the project’s largest workstreams. He is ready to provide support to these areas, stating that “working in this department gives [him] a chance to showcase {his] skills while learning and growing continually.”

Outside of work, Pearson enjoys researching, being actively involved in the Charlottesville community, and cooking.

“I previously owned a catering business for eight years, in memory of my grandmother, who taught me how to cook. Using her recipes, I was able to turn a hobby into a successful business.” 

Pearson’s positive attitude and self-motivation will likely prove great assets to the FST team.

UVAForward 2020 Canceled



UVA Forward 2020 has been canceled due to the COVID-19 pandemic - but that doesn't mean we won't be providing professional development opportunities.

The UVAForward Planning Committee has been working diligently to gather resources for the UVA Community that will help us to stay sharp professionally and also aid us in transitioning to the new world of remote work we find ourselves navigating as a result of this crisis. In the coming days and weeks, we are excited to bring you curated content to inspire and grow you professionally. We appreciate the interest of our attendees and the enthusiasm of our presenters and look forward to seeing you in person at our 2021 conference.

From Linda Leshowitz and April Torres, Planning Committee Co-chairs

Communication Etiquette: New on Finance Matters

As we work remotely during the Coronavirus crisis, our communication channels have changed but best practices still apply. It's more important than ever to be intentional about your communication. 

Check out this episode of Finance Matters for some guidance on sending emails that don't get ignored, connecting with colleagues when you aren't physically together, and more!