Portfolio

Implemented Oracle’s Cloud Service Account Reconciliation Service application to replace the previous manual processes, providing timely and accurate information, as well as scalability in support of the university going forward.

Configurations and enhancements to AR functionality in Oracle.

The Chart of Accounts is tightening up financial reporting processes and system across the institution while providing flexibility at the local level.

Third party process for scanning and validating invoices.

Migrated from the on premise Hyperion planning application to the Enterprise Planning and Budgeting Cloud Service application. Enhanced current Revenue/Expense model and introduce workforce planning component.

Implemented a single Financial System that incorporates the needs of Rutgers schools, centers, and central units currently using Oracle EBS and Banner systems.

Phase one implementation is to convert lands and buildings from current systems to Oracle Fixed Assets.

Conversion and input of all historical and archive data for Endowments to new Endowment management system.

Corrected the revenue, deferred revenue, cash, and Accounts Receivable balances of all expired grants and closed projects in Oracle.

Addressed synchronization issues between Oracle GL and Project subledgers. 

Process of redesigning our competency, performance management, and learning frameworks for non-aligned employees.​

Service center for HR and Payroll services for all staff and faculty.

Implementation of Oracle Payment Services modules with focus on non-PO, non-1099 payment processing.

Oracle upgrade from Release 12 to Release 13.

Implementation of new payroll pre-paid debit card program.

Sunsetting of legacy ScholarChip system completed. Implemented the new NelNet system for departmental and student term bill payments, tuition payment plans, and student electronic refunds.

Responsibility Center Management (RCM) budgeting methodology increases transparency, ownership, and accountability of financial resources universitywide. RCM enables units that generate revenue and those that provide services to revenue-generating units to prioritize decision-making based on controlled resources and long-term, strategic planning.

Purchase Card for low dollar amount expense purchases.

All Phase 1 Reporting Completed.

Continuation of student portal programs.

Implemented new student cashiering system (NelNet).

Design and implementation of One Stop Shop for servicing student needs. In-scope efforts include virtual (myRutgers Portal Student Dashboard enhancements and campus-specific websites) and physical One Stop.   

Use of additional RU Marketplace functionality.

Supported process documentation and clarification of roles, responsibilities, and governance. 

Compilation of a policy change and procedures for compliance with Uniform Guidance, set of rules and regulations that governs the administration of federally funded projects during its lifespan.  Procedures Manual covers a lot more than Uniform Guidance, the entire procurement process and work instructions was written in what is referred to as the University Procurement Services Procedures Manual.

Description:  This initiative converged the overall university parking program payment structure to 26 pay periods for both RU Legacy and RBHS. This will eventually feed into the HR/Payroll Transformation Initiative (HCM).

Project Manager:  Sean Regan

Current Status:  Project is broken into 2 tracks, 1 for primary implementation and 2 for error handling enhancement. Track 1 is currently in development with a Q1 launch target.

Supported development of 2021 five-year review report and strategy to assess and address recommendations. 

This project supported improvements and enhancements to the case management process across student service areas (student accounts, financial aid, enrollment, etc.). 

Identified and prioritized potential areas of improvement across student service areas.