Transforming Finance

This project strives to centralize tracking and improve communications of transformative projects across UCSF Finance, for transparency, collaboration, and alignment.

diverse group working together

Welcome to Transforming Finance Projects Webpage!

The catalyst for this website is rooted in UCSF’s planned migration to Oracle Cloud, officially Project One. As UCSF Finance started exploring the many opportunities associated with the migration, it was clear the impact of these projects would extend beyond a technical implementation. These efforts will fundamentally transform our department and the great work we do.

Within this site, you will find a dashboard and tools to ensure timely and accurate project progress visibility; standardized communication channels; and resources to enhance transparency, role definitions, and expectations of individual and team responsibilities to maximize efficiency and accountability.

All Projects

Graphite Connect

Pilot for supplier onboarding process to automate and streamline supplier registration with portal-driven supplier data collection and management.

Huron Procurement Platform Assessment Project Phase I

Huron engagement for Jaggaer procurement platform assessment to optimize workflow and identify opportunities to adopt new functionality to improve user experience.

Move manual invoices to PeopleSoft Receivables

Move offline manual customer invoices to PeopleSoft Receivables in order to automate cash application and invoicing, and properly record revenue.

Revamp Asset Tracking Process

Automate Asset tracking via scanners, bar codes and self-service systematic cycle counts.

Move Fixed Asset Depreciation Online

Automate asset depreciation calculation for real-time and accurate expense reporting.

Chart of Accounts Values Cleanup

Clean up the Chart of Accounts to improve the integrity and data quality of thousands of chartfield values.

Professional choosing the Color

Communications Toolkit

This Communications Toolkit is designed to support UCSF Finance managers and supervisors in effectively communicating with their teams about transformational projects and Project One. The toolkit provides a comprehensive set of resources, including key messages, talking points, FAQs, and communication tips to ensure that all staff members are well-informed and engaged throughout the ERP transition.

Communications Toolkit