In addition to operational support of SFS, there are also various ongoing projects that UWSA will undertake to further enhance the system, improve business processes, and/or meet regulatory requirements. The page is dedicated to keeping the users of SFS informed of goals, timelines, and progress for each of these projects.

If you have ideas for future projects that the SFS Operations team should consider, please email UWSA Problem Solvers.

Project Updates

(as of June 2019)

College/Extension Restructure

UW System is joining UW Colleges’ 13 two-year campuses with the UW System’s four-year comprehensive and research universities, as well as reorganizing the UW-Extension services under UW System Administration and UW-Madison.

The general plan will be to have UW Colleges and Extension close all the open activity they have in their Business Unit, and re-open it as needed in the receiving institution.  This comes with a lot of moving parts, but will preserve the integrity of the UW’s financial records while flexibly allowing the Col/Ext close timeline to play out as business demands.

PUM/Ptools 2019 (Peoplesoft Update manager/peopletools)

As part of ongoing maintenance, the SFS team will apply PUM image 31 and PeopleTools 8.57 in Fall of 2019.  Functional SMEs are conducting system and integration testing.  Retrofits and new functionality will be combined with the regular production support ecosystem in September, when we begin using our Production Support environments for final testing.

ARBI Roll-out

As the Col/Ext restructure winds down, sresources will shift to expanding the use of the AR and BI modules from the initial pilot institutions to all UW institutions.  June-July will be devoted to determine the rollout plan for fall 2019, before moving into piloting and expanding ARBI with a subset of institutions.

Cloud ERP

UWSA with UW-Madison will replace the current SFS system with a cloud-hosted, central finance system.  An initial planning period of one year has begun, during which the team will review and update business processes, choose a system, and choose a consultant partner for implementation.

SFS Road Map

Please note that this road map is subject to change due to regulatory requirements, changing priorities, or other factors.  This represents our most current plan for the SFS Application over the next four years.

The current high-priority items for the roadmap are:

  • Production Support, including security updates
  • PUM image applications (annually)

Additionally, external project will have impacts on the SFS project, including, but not limited to:

  • SFS/BPLogix Integration
  • Others TBD…

Completed Projects

  • SFS 9.2 Upgrade – November 2018
  • Shared Vendor File – October 2018
  • Cash Management for UWSA – October 2018
  • Accounts Receivable/Billing (ARBI) Pilot – October 2018