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June 8, 2012 Hull Moves to Organizational Excellence (excerpts from UC Davis Dateline article by Dave Jones)
Davis campus Human Resources chief Karen Hull is moving into a new role to oversee Organizational Excellence.
She knows the territory, having led the development of the campus’s Shared Services Center, a giant first step toward a better organized, more efficient way of running the university. The center opened in February after two years of planning.
Hull, a 22-year veteran of the UC Davis staff, managed the shared services implementation project for three years in addition to her role as associate vice chancellor of Human Resources. Now she will devote all of her time to Organizational Excellence, with a goal of broadening its impact across the campus.
More Organizational Excellence does not necessarily mean more shared services, Hull said. “It means having the best organizational model at the lowest cost. Organizational Excellence will provide the tools, resources and training to get there — at no cost to the units.”
“Organizational Excellence, so very important to the campus’s financial future, needed a leader solely dedicated to this project,” said John Meyer, vice chancellor of Administrative and Resource Management. The Shared Services Center, for example, is expected to save $4 million in 2012-13. Long term, with subsequent phases, the campus estimates savings of $10 million annually.
The center handles transactional work relative to finance, human resources and payroll for these units: Administrative and Resource Management, Office of the Chancellor and Office of the Provost, Information and Educational Technology, Office of Research (vice chancellor’s office) and Student Affairs, plus Development and Alumni Relations and the other units that comprised the former University Relations and External Relations.
The next step calls for these units to go through the Shared Services Center for certain information technology needs: help desk and desktop support.
Opportunities on the academic side
While the Shared Services Center supports administration units, a committee of assistant deans and others is exploring opportunities for greater efficiencies in academic administration. Hull, associate vice chancellor of Organizational Excellence, and Steven Roth, assistant dean, Division of Social Sciences, in the College of Letters and Science, are leading this effort.
Whether on the academic side or the administrative side, Hull and her team will help facilitate and guide departments through organizational change. Services might include assisting in strategic planning, building effective teams, mapping and re-engineering business processes, and other improvement and efficiency strategies.
“The wisdom and ideas for improvement are always held in the departments, in the people who do the work and who know what needs to be changed,” Hull said.
Hull added that UC Davis is “fortunate that executive leadership has invested in an Organizational Excellence team capable of expanding our ability to advance these types of efforts on our campus.”
March 16, 2012 Shared Services Center changes location
The Shared Services Center is on the move to its permanent location. The move to 260 Cousteau Place, Suite 150, began yesterday and was expected to wrap up today (March 16). “While we are making every attempt to provide uninterrupted service delivery during the move, there may be slight interruptions in service as the staff relocate,” a spokeswoman said.
The center had been in temporary quarters at 202 Cousteau Place since the center started its pilot run in January. The telephone number remains the same: (530) 754-4SSC (4772).
February 13, 2012 UC Davis Shared Services Center "go live" tomorrow
Beginning at 8:00 a.m. on Tuesday, February 14, all administrative divisions at UC Davis will be served by the UC Davis Shared Service Center for transactional work relative to finance, HR and payroll. Migration meetings were held during January and early February with division and department representatives to discuss work scope and transition. In addition, ServiceNow case management system training was provided to SSC staff and department initiators and approvers from February 6 through February 13. Computer-based training will be available for all staff through the campus learning management system. For questions about SSC services, please call 530-754-4SSC (4772).
January 2, 2012 Shared Service Center Announces Migration Schedule
As of January 9, 2012, all departments in ARM and IET will be working with the SSC for accounts payable, purchasing, payroll and human resources transactions. While the official “go live” date is February 14, the leadership in ARM and IET agreed to participate in an initial Pilot Program to give the SSC an opportunity to work through processes and procedures with real transactions. In addition, payroll and travel and entertainment processing for the Offices of the Chancellor and Provost will transition to the SSC on January 9.
Work from the remaining administrative divisions migrate to the SSC on the following schedule:
|
Jan 31 |
Office of Research (vice chancellor's office); Development & Alumni Relations; External Relations |
|
Feb14 |
Offices of the Chancellor & Provost; Student Affairs |
|
Jun 30 |
ASUCD |
November 1, 2011 Supervisory Team Announcement
Following a successful Davis campus recruitment process, the Shared Service Center Program Management Office is pleased to announce that four of our campus coworkers will serve as supervisors in the new shared service center. Nancy Hernandez and Teresa Vyvlecka will supervise the human resource generalists and coordinators. Nancy worked in the ARM HR/Payroll Shared Service Center as a Human Resource Analyst. Teresa was employed by Student Affairs and worked as Office Manager for the Student Academic Success Center.
JoAnn Fisher and Bob Jahn have been selected to supervise the accounts payable staff in the Finance unit of the shared service center. JoAnn served as the Business Operations Coordinator in the Offices of the Chancellor and Provost and Bob comes to us from the Arts Administration Group in the College of Letters and Science where he worked as a Financial Analyst Supervisor.
At this time, the Buyer I Supervisor positions are still in recruitment.
October 11, 2011 Managers for SSC Finance, HR and Payroll Units
The Shared Services Program Management Office announced the appointment of three Davis campus staff members to be the managers of the first units in the shared service center:
- Finance — Rose Mary Miller, who now serves as chief administrative officer for the Hart Interdisciplinary Programs in Division of Humanities, Arts and Cultural Studies, within the College of Letters and Science. She brings more than 30 years of finance, budget and personnel experience to the center.
- Human resources — Carolyn Warfield, who has a wealth of experience in human resource issues from the private sector and at UC Davis through service to the Mondavi Center for the Performing Arts and the Offices of the Chancellor and Provost.
- Payroll — Teri Sugai, who now serves as the payroll manager in Administrative and Resource Management’s administrative services cluster “and brings extensive experience in UC Davis payroll processes to the new center.”
• August 15, 2011 Town Hall Meeting Scheduled in September
A town hall meeting has been scheduled on September 8, 2011 from 10am to 11:30am in 123 Sciences Lecture Hall. Chancellor Linda P.B. Katehi, Vice Chancellor John Meyer and Associate Vice Chancellor Karen Hull will present key decisions on the following:
- The services that will be provided by the shared service center (finance, HR, payroll)
- The SSC organizational design and staffing model (finance, HR, payroll)
- The SSC location and project timeline
Reserve a seat for the town hall by registering at http://lms.ucdavis.edu (UCD Login required). Search for “SSC” to enroll. If you need enrollment assistance, please contact Staff Development and Professional Services at sdps@ucdavis.edu or (530) 752-1766.
A live webcast is planned; look for the link on the UC Davis home page the morning of the town hall.
August 1, 2011 Case Management/Knowledge Management System Demonstrations
Case management/knowledge management vendor demonstrations will be held on Monday, August 15 and Wednesday, August 17. The campus is hosting two short-list vendors, one on each day. Click here for the demonstration schedule.
The case management/knowledge management system is being acquired in part to support the Organization Excellence Shared Service Center which will serve six campus administrative divisions. However, the RFP for this system requires that the solution be fully scalable to simultaneously and separately meet the needs of many different campus organizations. Although there is certainly no requirement for other campus units to use this system, if there is a potential use for such a system in your organization, you might consider attending the demonstration sessions.
Contact Randy Anderson (rananderson@ucdavis.edu; 752-2465) if you have any questions.
July 25, 2011 Finance, HR and Payroll Project Teams Complete Current State Assessments for Phase I
The finance, HR and payroll project teams have completed phase one current state assessments. This work included mapping over 400 business processes across administrative units and identifying "pain points" – those areas that create the greatest aggravation to customers and inefficiencies for service providers – with the goal of addressing these them in the short and longer terms. In addition, project teams conducted a staffing survey to identify the FTE in administrative divisions currently performing work in select finance, HR and payroll activities. The current state assessments will help inform decision-making about the future state and transition planning. Presentations summarizing the current state assessments were given by the project co-chairs to the chief operating officers and program management office on May 26. You may view the presentations at the links below.
Finance Current State presentation
Payroll Current State presentation
June 16, 2011 Automated Call Distribution/Interactive Voice Response (ACD/IVR) RFP Released
The RFP for the ACD/IVR system was released today. The new telephony technology will fulfill a crucial role in the shared service center by answering calls while retrieving caller data from a human resource information system or other data source. In addition, it will perform skills-based, intelligent routing of calls to service agents, integrate with the case management system and provide robust reporting capability. The deadline for submitting proposals is July 15. A copy of the RFP can be found on the campus purchasing website at http://purchasing.ucdavis.edu/ucdbids/index.cfm.
May 19, 2011 Enhanced PPS Decision Support Report #220
As a result of the process mapping work of our administrative staff in support of the shared service center initiative, there has been an enhancement made to Decision Support report #220 (PPS DS220), the Service Credit Audit report.
Previously, the PPS DS220 report listed the service credits for ALL employees in a department. Now, there is a new option to restrict the output to ONLY those employees who have reached the appropriate service award milestones. This greatly reduces the time for employee analysis associated with the service award task – saving our staff valuable time.
Thanks to the Shared Service Center Payroll Project Team for identifying this “quick win” to streamline the departmental service award process, and thanks to Linda Durst and the PPS team for making it happen!
May 17, 2011 IT Project Team to Begin Inventory
The IT project team is embarking on a detailed inventory of the desktop, network, and data center hardware and software supported by the IT teams in the administrative units. In addition, they will catalog the specific IT services performed by the technology professionals in our divisions and the staff effort we currently allocate to these services.
April 19, 2011 Case Management/Knowledge Management RFP Released
The RFP for the Case Management/Knowledge Management system was released today. A copy may be found on the campus purchasing website at http://purchasing.ucdavis.edu/ucdbids/index.cfm. The new case management system will give those who are providing customer service the information they need to ensure their customers’ issues are resolved in a timely and effective manner. The knowledge management system will allow all employees to more efficiently find answers to their specific questions on their own, without having to make a phone call. The deadline for submitting proposals is May 10, 2011.
April 13, 2011 SSC Project Work Plan complete
Three of the four Shared Service Center (SSC) Project Teams (Finance, HR & Payroll) have completed project work plans which detail the timelines for each team leading to the launch of the Shared Service Center early next year. The fourth SSC Project Team’s work plan for IT is significantly more complex and is yet to be finalized. To view the completed work plan for finance, HR and payroll, please click here.
Monthly (beginning Feb 2011) Shared Service Center Updates
Email updates are now being sent to all career employees (with an active email address) in Administrative & Resource Management, Information & Educational Technology, Offices of the Chancellor & Provost, Student Affairs and University Relations, the five units involved in the upcoming Shared Service Center implementation.
Click here to see the latest update and to access the archives.
February 23, 2011 Technology Update
The campus is pursuing technology improvements to streamline and automate manual processes. While no new technologies have been purchased yet, the shared services program management staff has conferred with numerous stakeholders, from the UC Office of the President to campus line managers who will be using the new systems, and through the conceptual PPM 200-45 process. All consultations will help to ensure that we have engaged representative campus stakeholders in selecting products that best meet our needs. There are numerous variables. How must new systems integrate with those currently in use? What security issues need to be addressed? What are the essential elements of a new system versus what would be “nice to have”? Questions like these must be vetted before an informed and detailed RFP (Request for Proposal) from vendors can be made.
That said, the RFP for the case management and knowledge management systems is in the works. The RFPs for a new payroll system to replace PPS and a Human Resources Information System (HRIS) are being coordinated by the Office of the President as the UC is going to implement these two systems across all ten campuses in the UC system. Since we don’t know when the system wide RFP process will conclude, the main campus and the health system are working together to identify a time and attendance system that will feed directly directly into PPS that can be used in the interim, or will be on the forefront of the system wide approach.
February 11, 2011 Project Teams at Work
Four project teams (one each for finance, IT, HR and payroll) are working on current state assessments and detailed project plans to aid in the implementation of a shared service center for ARM, IET, Offices of the Chancellor and Provost, Student Affairs and University Relations.
Click here to see who is representing your division on each project team!
January 31, 2011 Shared Services Project Officially Launches
On January 31 and February 1, four project teams (one each for Finance, IT, HR and Payroll) will come together with the Organizational Excellence Shared Services Team and administrative chief operating officers from ARM, IET, Offices of the Chancellor and Provost, Student Affairs and University Relations to begin their work to implement a shared service center.
Their first assignment is to develop a “current-state assessment” of the payroll, finance, human resources and IT processes in the five affected administrative units; i.e., how many transactions each unit is handling, what processes are being used, and how many people are doing the work. This will reveal specific opportunities for improvement in process, workflow and operational efficiency and will also provide the base metrics that the university will use in calculating performance improvement.
The project teams have been charged with deciding which activities will be included in the shared service center (and which will remain in the administrative divisions), assisting in process re-engineering, and developing the organizational design and staffing model. Another project team role is to act as a communication conduit for the project and their respective administrative divisions.
Click here to view the Shared Services Project Team Membership.
January 14, 2011 Voluntary Separation Program Announced
UC Davis Campus (excluding the School of Medicine) is opening its second offering of the Voluntary Separation Program (VSP) as an opportunity for employees to self-identify their willingness to voluntarily resign their UC Davis employment. Through this program, volunteers assist the university in addressing permanent budget reductions and help avoid involuntary layoff actions affecting colleagues who may not have similar flexibility; employees can receive severance pay for voluntarily resigning subject to approval by UC Davis.
The program details and related forms are located at http://www.hr.ucdavis.edu/supervisor/Er/VSP.
If supervisors and/or managers have questions on this program, please contact Employee & Labor Relations at 754-8892.
January 7, 2011 - SSC Program Manager Hired
Mike Iadanza joins the Shared Service Center team as the Program Manager effective January 10, 2011. Mike has extensive experience implementing shared service centers in large, complex environments. He has worked with industry leaders, such as McKinsey and Ernst & Young consulting firms, as well as Fortune 500 clients and smaller companies, to implement change within organizations. He has served as project manager for the implementation of multiple, sophisticated technology systems in the area of finance and HR. He is also a process redesign expert holding a Six Sigma Master Black Belt and certification as a Process Re-engineering Master. Throughout his career, Mike has helped support organizations through major organizational change and improvement. Mike's skillset is superbly aligned with our organizational needs and we are confident he will add tremendous value and expertise as we move to the next stages in our shared service center project.
Please welcome Mike to UC Davis!
December 20, 2010 - SSC Governance Committee Convenes; Project Teams Established
The SSC Governance Committee and Chief Operating Officer Subcommittee have been established to provide oversight to the campus shared services implementation. The Governance Committee consists of the vice chancellors, vice provost and chief operating officers of the five administrative divisions participating in the initial implementation of the SSC. Karen Hull (SSC Project Leader) acts as facilitator of the group and the remaining members of the OE Shared Services Team and AVC Kelly Ratliff provide staff support. Use this link to view a full list of the SSC Governance Committee.
The SSC Governance Committee has established four project teams to lead the implementation of the administrative shared service center (SSC). The four areas of focus are: finance, human resources, information technology and payroll.
The project teams, in collaboration with the Organizational Excellence Shared Services Team, are responsible for the following areas of SSC implementation:
- Roles and responsibilities (service provision by department, division, SSC or central unit)
- Process redesign
- Organization redesign
- Service delivery model design (e.g. workflow, use of technology, self-serve)
- Identification of appropriate service metrics and key performance indicators
- Technology
- Training
- Facilities
- Communication and change management
Each project team is chaired by two members of the five administrative divisions participating in the initial implementation of the SSCs. The co-chairs will be devoting 50% of their time toward the SSC project and the project budget provides affected departments with salary backfill. Additional membership includes representatives from all participating administrative divisions and subject matter experts from the central units (i.e. A&FS, HR and IET).
The project team members are some of the most important conduits of two-way communication for the SSC project. They are charged with facilitating division level understanding of and involvement with the project, communicating with divisional employees and working to address employee concerns about the changes inherent in the implementation of the shared services model.
Project teams will convene on January 31 to begin their work.
Click here to view the SSC Project Team membership.
October 26, 2010 - Next Steps for Shared Services
There are many questions that remain unanswered relative to the shared services implementation. All of these questions are valid, and understandably, there is a desire for more detail. Some of the questions employees are asking are:
- How and when will divisions and departments be charged for service?
- Where will the service center(s) be located?
- How will the campus approach the consolidation of staff?
- How and when will any necessary layoffs be implemented in departments?
- When will divisions/departments be given specific targets for staff reductions?
- What specific tasks are moving to the shared service center and when will they move?
- How will the positions in the shared service center be classified? What are the position descriptions?
- How will processes in the shared service center work?
- How and when will the campus begin training on new processes and technology?
- Will my job be moving to the shared service center?
Several milestones must be met before we can provide answers to these questions. First, the shared service center governance committee must convene. The governance committee includes the vice chancellor or vice provost and one staff member from each of the five divisions and will provide broad oversight for the implementation. The committee will help set timelines for the project and ensure they are met, provide guidance relative to the funding model, staff consolidation approach, and aid with division communications. The governance committee convenes on November 4.
Four project teams — one each for finance, human resources, information technology and payroll — must be identified. These teams will serve as the primary work groups for the shared service center implementation and will include subject matter experts from the participating divisions and central administrative units. The project teams will guide the decision-making relative to infrastructure requirements, process redesign and documentation, staffing requirements, position descriptions, service level agreements, performance metrics and more. The governance committee will oversee the project team leader and member selection. The project teams will convene in early 2011.
Last, we must hire a program manager for the implementation. A 2-year contract position, the program manager will develop, define and execute project plans, schedules, budgets and deliverables through leadership and oversight of the project teams. He or she will manage all aspects of the budget and cash flow as allocated by the campus for the SSC project and will monitor the project through to implementation. This position is posted for recruitment and we hope to have the program manager on board early in 2011.
October 12, 2010 - Watch the webcast of the Town Hall meeting and download the PowerPoint presentation.
Town Hall Meeting on October 11
The webcast of the Town Hall meeting hosted by Chancellor Katehi, Vice Chancellor John Meyer and Associate Vice Chancellor Karen Hull can be viewed at the links below. Associate Vice Chancellor Kelly Ratliff joined them during the question and answer session.
Download PowerPoint presentation.
October 4, 2010 - Town Hall meeting scheduled for October 11
Campus leaders invite staff to attend a town hall meeting on October 11. Chancellor Linda Katehi and Vice Chancellor John Meyer will discuss the implementation plans for the campus' shared service center initiative. The meeting is scheduled from 2:30 to 4 p.m. in the UC Davis Conference Center at the campus's south entry.
The town hall will provide information relative to existing staffing levels and projected staffing under the new service delivery model, as well as strategies designed to mitigate staff impact. Also included will be the recruitment strategy for the shared service center and timelines for the reorganization.
Staff members are asked to register online (search for "SSC").
October 1, 2010 - Cabinet decisions regarding shared services initiative:
Shared Service Center Structure
- The chancellor and her cabinet have endorsed the implementation of a shared service center that will provide select HR, finance and IT services for the non-academic administrative units. There will be one multi-functional shared service organization headed by one SSC director. This structural model will ensure that consistent philosophies, governance, service delivery approaches and integrated technologies are utilized across HR, Finance and IT functions.
Technology Investments
- The chancellor’s cabinet is fully committed to making the technology investments identified in ScottMadden’s report as the success of the shared service center concept is largely dependent on appropriate enabling technological systems. Technologies that support data management and business processes include a time and attendance system, an automated account reconciliation system, case management and knowledge management systems, an improved payroll system, and a human resources information system (HRIS). Our campus is already moving to implement the Kuali finance and purchasing components and our leadership in HR has done significant research into HRIS systems.
Members of the OE team are working with administrative divisions to evaluate technology solution options and begin the procurement processes for system implementation. In addition, the OE team is reviewing UC and UC Davis policies and procedures to set the foundation for process improvement work to begin in late fall.
Governance
The following executive leaders are members of the shared services governance committee:
- Administrative & Resource Management - John Meyer & Diane Davies-Conley
- Information and Educational Technology - Pete Siegel & Dave Shelby
- Offices of the Chancellor and Provost - Enrique Lavernia & Bob Loessberg-Zahl
- Student Affairs - Fred Wood & Emily Galindo
- University Relations - Babs Sandeen & Bella Corbin
The committee meetings will be facilitated by SSC Project Leader Karen Hull. Staff support will be provided by Kelly Ratliff, associate vice chancellor, Budget and Institutional Analysis; Lisa Terry, SSC project director; Randy Anderson, IT SSC project director; and Jeff Bertany, SSC process analyst.
Timeline
Click to view the detailed project implementation timeline proposed by ScottMadden.
The following decisions were made by the chancellor and her cabinet on September 21, 2010 relative to the SSC initiative:
All decisions below were made with the following principles serving as a foundation:
- To develop strategies and initiate programs that will support our staff during transitions
- To develop strategies and initiate programs that are consistent with existing policies
- To develop strategies and initiate programs that are equitable and transparent
- To minimize disruption of administrative service delivery during transitions
Implementation of Voluntary Separation Program
UC Davis will implement a Voluntary Separation Program (VSP) beginning approximately January 1, 2011. (The Sacramento campus will implement the program only if it is advantageous to them.) Communication regarding program details will begin in November with application periods beginning in January. As in 2009, the severance will be based on policy or union contract language and management maintains the authority to accept or deny VSP requests. The position vacated by the separating employee cannot be refilled for 18 months. However, departments are allowed to reorganize as long as net savings are realized that justify the severance payment. If the separated employee is re-employed at any UC location within a specified period of time, the employee will be required to repay the severance.
In addition, severance payments for management approved VSP applicants in the following classification series will be made via the shared service center implementation budget if the employees work in Administrative & Resource Management, IET, Office of Research, Offices of the Chancellor and Provost, Student Affairs or University Relations and the work performed in the position is slated for transition to the shared service center:
- Administrative Assistant
- Analyst I, II, III
- Computer Resource Specialist
- Programmer
- Systems Analyst
VSP severance payment beyond these classifications in administrative divisions (e.g. Student Affairs, Office of Research, University Relations, OCP, IET and ARM) will be paid by the employee’s home department. All VSP severance payments in academic units will be funded by the home department/division of the employee. In all instances, salary savings affiliated with the separation will be retained by the employee’s home department.
Utilization of a limited recruitment strategy during SSC
UC Davis will implement a limited recruitment hiring strategy for the Davis campus to be implemented simultaneously with specific SSC consolidations. The limited recruitment strategy will apply to the Davis campus only. The limited recruitment will be only for positions impacted by the service consolidation and will take place only during a specific consolidation period. The limited recruitment will be lifted when the consolidation is complete. If the internal recruitment is unsuccessful, departments will be allowed to quickly advance to an internal/external recruitment.
Administrative Divisions to be included in SSC implementation
Five administrative units will participate in the SSC implementation. These include Administrative and Resource Management, IET, Offices of the Chancellor and Provost, Student Affairs and University Relations. These administrative divisions will be represented in the SSC governance committee and project teams and all administrative staff will be included in the applicant pools affiliated with the hiring strategy described above.
Finally, during the Cabinet discussion on September 21, 2010, support was expressed for using the strategies noted above when other campus departments join the SSC.
August 19, 2010 - Recommendations for implementing a shared service center have been rolled out to campus leadership and staff as follows:
- Friday, August 6 (Chancellor and her cabinet): Chancellor and her cabinet receive full report and recommendations.
- Tuesday, August 10 (CODVC): Report and recommendations discussed at Chancellor's cabinet meeting and also presented at the Council of Deans and Vice Chancellors meeting.
- Wednesday, August 11 (senior managers of phase I organizations)
UC Davis Conference Center, Ballroom A
1-2:30 p.m. OR 2:45-4:15 p.m.
Report and recommendations presented to senior managers from the divisions participating in the pilot shared service center. - Thursday, August 12 (directors, managers and supervisors of phase I organizations)
UC Davis Conference Center, Ballrooms A and B
10:30 a.m.-noon OR 1-2:30 p.m. OR 2:45-4:15 p.m.
Report and recommendation presented to directors, managers and supervisors from the divisions participating in the phase I shared service center. - Monday, August 16 (staff of phase I organizations)
Chemistry 194
1) ARM staff, 10:30 a.m.-noon
2) Student Affairs staff, 1-2:30 p.m.
3) IET, University Relations, Office of Chancellor and Provost staff, 2:45-4:15 p.m.
The recommendations were presented at divisional staff meetings for the phase I divisions including ARM, IET, the Office of the Chancellor and Provost, Student Affairs and University Relations. Staff within these divisions received additional information from their vice chancellor in advance of the meetings. - Thursday, August 19 (all staff)
UC Davis Conference Center, Ballrooms A, B and C
10:30 a.m.-noon
All-staff forum. The full report and recommendations are available via this website.
June 26, 2010 - A series of staff open forums is launched to present findings from the analysis of work and costs and to update staff on the implementation of shared service centers for administrative functions.
June 11, 2010 - UC Davis News coverage of Chancellor's formal announcement of the initiative.
May 25, 2010 - The Blue Ribbon Committee on Research issued its report on recommended changes to the UC Davis research enterprise. The committee was charged to identify key success factors that must be in place and barriers that must be removed to meet the Chancellor's stated objective of “substantially growing research at the university over the next five years.” The committee formulated 11 recommendations and addressed possible impediments. The report is on a SmartSite (UC Davis login required). Detailed coverage of the report and instructions for accessing the Draft report are in a Dateline article of May 27, 2010.
April, 2010 - UC Davis contracts with ScottMadden Management Consultants a business consulting firm that will assist with data gathering, business case development, technology planning and implementation planning for the Shared Service Center.
Scott Madden consultants will assist with the following activities between April and June, 2010:
- Review current service delivery model including organizations, processes, staffing, systems, and costs.
- Assess the various future state options for the University and work with the UC Davis team to validate those options with key stakeholders.
- Make necessary enhancements based on stakeholder input.
- Conduct a gap analysis and assess the best opportunities for meeting our organization's objectives
- Build a business case and implementation plan.
Details of the arrangement between UC Davis and ScottMadden Management Consultants are included in the RFP.
February 11, 2010 - Chancellor Katehi introduces the Organizational Excellence initiative in her State of the Campus address. The Administrative Process Redesign Initiative is placed within the Administrative and Resource Management division. Other efficiency actions, such as office consolidations and risk assessment, are added to the portfolio.
October 1, 2009 - Administrative Process Redesign Initiative (APRI) is established within the Chancellor and Provost's office as a strategic program to improve the efficiency and effectiveness of UC Davis administrative processes. APRI's charge includes establishing shared service centers and managing administrative unit reviews.