Members of the Aggie Enterprise Project Team provide the leadership, expertise and experience to transform our business processes.
Executive Sponsor
Clare Schinnerl
Vice Chancellor Finance, Operations & Administration (FOA)
cshinnerl@ucdavis.edu
Governance
| Matt Okamoto |
Chair, Aggie Enterprise Governance
Assistant Vice Chancellor & Controller |
Finance, FOA |
| Radhika Prabhu |
Co-Chair, Aggie Enterprise Governance
Assistant Vice Chancellor
|
Business Transformation and Technology, FOA |
| Mike Kuhner |
Assistant Vice Chancellor & Chief Procurement Officer |
Supply Chain Management, FOA |
| Sarah Mangum |
Associate Vice Chancellor & Budget Director |
Budget Office, FOA |
| Sonja Colbert |
Delegate for the Chief Information Officer |
Information and Educational Technology |
| Tania Walden |
Chief Financial Officer & Treasurer |
UC Davis Foundation |
| Liz Lippuner |
Controller |
UC Davis Health System |
| Angie Lewis |
Executive Director, IT Enterprise Applications |
UC Davis Health System |
| Jennifer Sang |
Executive Associate Dean |
College of Biological Sciences |
| Mary McNally |
Executive Associate Dean |
School of Veterinary Medicine |
| Sree Mada |
Chief Information Officer |
Agriculture and Natural Resources |
| Ryan Dickson |
Interim Director |
AMAS, IV & V & Ex-Officio |
| Erica Aichwalder |
Manager |
Office of Business Transformation, FOA, Ex-Officio |
| Emily Sanson-Smith |
Academic Liaison |
Finance, Ex-Officio |
| Jackie Velásquez |
Senior Project Manager |
Administrative Information Technology, FOA, Ex-Officio |
Project Management Office (PMO)
| Jackie Velásquez |
Senior Project Manager |
Administrative Information Technology |
| Saroja Pinnamaneni |
Project Manager - Technical |
Administrative Information Technology |
| Rebecca Shin |
Project Manager - Governance |
Administrative Information Technology |
Change Management, Communications and Training (CCT)
Process Design
Finance - Record to Report (RTR)
| Mike Legrand |
Finance Lead & Inter-Department Billing/Recharge |
Finance |
| TBD |
AR, Cash Management & Advanced Collections |
Finance |
| Courtney Finn |
Fixed Assets |
Finance |
| TBD |
General Ledger |
Finance |
| Kristin Pereira |
UCPath Integration |
Finance |
Planning - Enterprise Performance Management (EPM)
Project Portfolio Management (PPM)
Supply Chain - Procure to Pay (PTP)
Risk & Controls
| Lisa M Montesanto |
Risk & Controls (Access & Security) Lead |
Finance |
| Unassigned |
Advanced Financial Controls Lead |
|
| Unassigned |
Financial Reporting Compliance Lead |
|
Service Delivery Team
| Jackie Velásquez |
Director |
Administrative Information Technology |
| Rebecca Shin |
Service Delivery Project Lead |
Administrative Information Technology |
Application Services
| Trang Tran |
Application Services Supervisor |
Administrative Information Technology |
| Francisco Andrade |
Business Systems Analyst - Project Portfolio Management (PPM)/ Grants |
Administrative Information Technology |
| Matthew Delano |
Business Systems Analyst - Planning |
Administrative Information Technology |
| Jill Rupert |
Business Systems Analyst - GL Administrator/ CoA Governance |
Administrative Information Technology |
| Jenn Valdeabella |
Business Systems Analyst - TPM4/ AR/Cash Management/ Fixed Assets |
Administrative Information Technology |
| Francisco Carrillo Robles |
Business Systems Analyst - Supply Chain Management/ Inventory |
Administrative Information Technology |
Quality Assurance & Release Management Services
| Dan Lasala |
QA/RM Supervisor |
Administrative Information Technology |
| Bret Bunje |
QA/RM Analyst |
Administrative Information Technology |
| Cesar Montoya |
QA/RM Analyst |
Administrative Information Technology |
Technical Services
| Jean Zhou |
Applications Programmer Interim Lead |
Administrative Information Technology |
| Dan Scannell |
Applications Programmer |
Administrative Information Technology |
| Henry Xiang |
Applications Programmer |
Administrative Information Technology |
Technology
| Jonathan Keller |
Systems Integration Framework Lead |
Administrative Information Technology |
| Nate Affleck |
Security & Infrastructure Lead |
Administrative Information Technology |
| Nick Sahota |
Boundary Systems Lead |
Administrative Information Technology |
| Jean Zhou |
Configuration /Data Conversion Lead |
Administrative Information Technology |
| Dan Lasala |
Oracle Environment Management Lead |
Administrative Information Technology |
| Lani Lozano |
Reporting Lead |
Administrative Information Technology |
Transition
| Deloitte |
Test Lead |
|
| Service Owners |
Systems Decommissioning & Data Archival Leads |
|
| Deloitte |
Cutover Lead |
|
| Aggie Enterprise PMO |
Cutover Coordinator |
|
Chart of Accounts (CoA) Project Team
Project Sponsors
Matt Okamoto
Controller
mwokamoto@ucdavis.edu
Mike Legrand
Associate Controller
mrlegrand@ucdavis.edu
Design Team
The Design Team led the CoA workstream in the segment design of the new Chart of Accounts project. The team was charged with developing the CoA prototype to support the configuration in the new financial system. The prototype was developed by soliciting requirements from stakeholders through the Discovery Sessions, and validated through Proof of Concept sessions. On July 1, 2021 the final CoA design and segment definitions were approved by Aggie Enterprise Governance. Upon completing their work, Design Team members are being redeployed to support ongoing Chart of Accounts and Aggie Enterprise activities.
