The Aggie Enterprise Implementation Project Team provided leadership, expertise, and experience to support Aggie Enterprise go-live in January 2024.
Executive Sponsor
Clare Shinnerl
Vice Chancellor Finance, Operations & Administration (FOA)
cshinnerl@ucdavis.edu
Governance
| Matt Okamoto | Chair, Aggie Enterprise Governance
Assistant Vice Chancellor & Controller | Finance, FOA |
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| Radhika Prabhu | Co-Chair, Aggie Enterprise Governance
Assistant Vice Chancellor | Administrative Innovation & Technolog, FOA |
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| 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 Innovation & Technology, FOA, Ex-Officio |
Project Management Office (PMO)
| Jackie Velásquez | Senior Project Manager | Administrative Innovation & Technolog |
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| Saroja Pinnamaneni | Project Manager - Technical | Administrative Innovation & Technolog |
| Rebecca Shin | Project Manager - Governance | Administrative Innovation & Technolog |
Change Management, Communications and Training (CCT)
| Erica Aichwalder | CCT Team Lead | Administrative Innovation and Technology |
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| Jennifer Eting | Communications Lead | Finance, Operations and Administration |
| Heloisa Kinder | Instructional Designer | Administrative Innovation and Technology |
| Leslie Olsen | Service Desk Lead | Administrative Innovation & Technology |
| Emily Sanson-Smith | Academic Liaison | Finance |
| Henrique Teixeira | CCT Manager | Administrative Innovation and Technology |
| Alicia Webber | Change Practitioner | Administrative Innovation and Technology |
Process Design
Finance - Record to Report (RTR)
| Mike Legrand | Finance Lead & Inter-Department Billing/Recharge | Finance |
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| 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 |
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| Unassigned | Advanced Financial Controls Lead | |
| Unassigned | Financial Reporting Compliance Lead | |
Service Delivery Team
| Jackie Velásquez | Director | Administrative Innovation & Technolog |
| Rebecca Shin | Service Delivery Project Lead | Administrative Innovation & Technology |
Application Services
| Trang Tran | Application Services Supervisor | Administrative Information Technology |
| Francisco Andrade | Business Systems Analyst - Project Portfolio Management (PPM)/ Grants | Administrative Innovation & Technology |
| Matthew Delano | Business Systems Analyst - Planning | Administrative Innovation & Technology |
| Jill Rupert | Business Systems Analyst - GL Administrator/ CoA Governance | Administrative Innovation & Technology |
| Jenn Valdeabella | Business Systems Analyst - TPM4/ AR/Cash Management/ Fixed Assets | Administrative Innovation & Technology |
| Francisco Carrillo Robles | Business Systems Analyst - Supply Chain Management/ Inventory | Administrative Innovation & Technology |
Quality Assurance & Release Management Services
| Dan Lasala | QA/RM Supervisor | Administrative Innovation & Technology |
| Bret Bunje | QA/RM Analyst | Administrative Innovation & Technology |
| Cesar Montoya | QA/RM Analyst | Administrative Innovation & Technology |
Technical Services
| Jean Zhou | Applications Programmer Interim Lead | Administrative Innovation & Technology |
| Dan Scannell | Applications Programmer | Administrative Innovation & Technology |
| Henry Xiang | Applications Programmer | Administrative Innovation & Technology |
Technology
| Jonathan Keller | Systems Integration Framework Lead | Administrative Innovation & Technology |
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| Nate Affleck | Security & Infrastructure Lead | Administrative Innovation & Technology |
| Nick Sahota | Boundary Systems Lead | Administrative Innovation & Technology |
| Jean Zhou | Configuration /Data Conversion Lead | Administrative Innovation & Technology |
| Dan Lasala | Oracle Environment Management Lead | Administrative Innovation & Technology |
| Lani Lozano | Reporting Lead | Administrative Innovation & Technology |
Transition
| Deloitte | Test Lead | |
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| 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.
