The project represents a significant achievement in modernizing the university's financial infrastructure. This panel discussion will delve into the critical lessons learned from this complex, multi-year initiative, focusing on both the technical and functional aspects of the project. Featuring representatives from both the technical and functional teams, the panel will explore the challenges faced, the innovative solutions implemented, and the long-term impact of this transformation. Participants will gain valuable insights into managing large-scale system replacements, navigating stakeholder complexities, and ensuring successful project delivery within an academic environment. This panel discussion will provide valuable insights for institutions undertaking or considering large-scale system replacements. The lessons learned from the Impact23 project are applicable to a wide range of organizations, particularly those in the higher education sector.
Speaker/Host
Patrick Wagman, PMP, A-CSM, is an Associate Director in the Portfolio Management Office for Information Technology Solutions at the University of California, Riverside. He is responsible for managing and mentoring a team of IT project managers and a business analyst supporting a variety of IT projects and programs across the ITS Portfolio. He helps develop business analysis, project, program, and portfolio processes. He has over twenty years of experience in management and leadership, quality assurance of personnel and programs, information systems, project management, business process analysis and adult education. He has presented at past UCTECH, EDUCAUSE, and EDUCAUSE Connect events. He has 15+ years instructor and meeting facilitation experience, including certification as a "People Skills" facilitator.
Co-speaker(s)
Josh Hoerger, MBA IT Management, is a Financial Systems Project Manager in Business and Financial Services at the University of California, Riverside. He is responsible for managing a team of business systems analysts that support the accounting office and their various connected systems, especially Oracle Cloud Financials and Concur Travel & Expense. He was the lead functional program manager for Impact23, UCR’s financial system replacement project, Student Systems functional lead in ITS, as well as the Banner Accounts Receivable implementation project manager. Josh has been at UCR for 12 years and has over 20 years of IT and management experience, and has presented several times at Ellucian Live.
I manage a small team of software engineers working on integrations and full stack financial web applications. I have over 20 years of web development experience working at several private companies and 5 years at UCR.