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Governance structure for phase 1 of the Anaplan budget tool implementation

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Core Team

Who?

Members from BFP and VCAA; Includes leadership in budget and finance, budget analysts, communications and training

What?

  • Meet weekly or multiple times a week with the vendor​
  • Work to build system components for review​
  • Prepare and complete demos of system functionality
  • Manage vendor communication and campus coordination​
  • Ensure Phase 1 implementation goals are achieved​

Project Team

Who?

Campus budget representatives; From CMCI, RIO, Athletics, CEAS, Advancement, I&S, Music, A&S, Student Affairs, VCAA and OIT

What?

  • Meet monthly or every other week throughout Phase 1 implementation​
  • Make recommendations about system functionality​
  • Review system demos and make suggestions for improvement or approve functionality​
  • Ensure system meets campus needs while considering Phase 2 unit needs​
  • Provide information to other campus partners and note when functionality may require additional campus conversations

Technical Team

Who?

System HCM, CCO, UIS and Boulder OIT​

What?

  • ​Implement technical operations, such as single sign-on, data integrations, etc.
  • Assist in coordination with vendor on technical needs

Project Team Subgroups (Ad Hoc)

Who?

Project team members and other campus stakeholders​

What?

  • ​Brought together as needed based on specialized knowledge and skills
  • Implement specific components and functionality (auxiliary funds, gift funds, merit process, etc.)