1. Operational Excellence
air • planet • people
Operational Excellence
UMF Update
March 19, 2018

2. OPEX DASHBOARD
Project
Budget
Schedule
Risk
Accomplishments & Attention Areas
Awards Management
Final preparation and training underway for April 9th go-live
Training continues through March
Identity & Access Management
Provisioning Tools RFP on hold until HCM vendor selected
Work continues on 2-factor authentication, single sign-on for websites, and automation for CU Library federation
Human Capital Management
Field narrowed from three to two vendors after demos
On-site visits w/reference clients through end of March
Vendor selection targeted for early April
Building
Ops
Initial project plan established outlining three phases
Archibus upgrade in progress
ONESolution
Release of online Account Key Setup form in Q2 2018
Reviewing the feasibility of releasing enhanced Fixed Assets module on current system
IAM - Websites: An initial pilot is underway with the EOL site. We’ve created a proof of concept (POC) of Azure Active Directory authentication for CIT website authentication. The results of this pilot and POC will help to inform our next steps.
On the CU Library federation project, we have ADFS authentication working on a new, external server. CISL and F&A IT are working on automatically populating the Active Directory group directly from iVantage to replace the current manual process.

3. Awards Management What you can expect April 9th Operational Excellence
All active, pending, and WRAP status awards migrated to Kuali Research
Powerful search capabilities include account keys, proposal numbers, award numbers, entity, sponsor.
Integration with human resources, PandA and IFAS, including online invoices and financial reports
21 Cognos reports at go-live
Single sign-on, Jira Service Desk
Online training resources and videos
NCAR
UCAR
Operational Excellence

4. Awards Management: Next Up...
Negotiations
Viewable by labs/programs and used to track actions by Contracts
Deliverables Management
Ability for labs/programs to enter and maintain their deliverables
OpenSky Interface
Verification / support for compliance to data management and sharing policies and public access requirements
Next Releases: Deliverables Management, Contracts Workflow Management, Integration with OpenSky - 2nd Half 2018
NCAR
UCAR
Operational Excellence

5. Building Ops Project Phases
Improve FMS&S work streams for preventative and corrective maintenance work through implementation of the Archibus Building Ops module and business process improvement.
Project Phases
Phase 1
Initial release replacing Maximo
FMS&S use only
Target: Mid July 2018 to end of Sept 2018
Phase 2
Improved workflows and resources
All-staff access via online portal
Target: End of Sept 2018 to end of Jan 2019
Phase 3
Inventory parts management
Online documentation management
Target: TBD
Provides for agile implementation & gradual change management
Earlier craftsperson feedback
Opportunities for feedback and adaptation of the tool
Gradual exposure & adaptation to the tool
Assure we are ready to meet and exceed all-staff expectations
NCAR
UCAR
Operational Excellence

6. https://www2.fin.ucar.edu/opex
Anthony
NCAR
UCAR
Operational Excellence