Workday Adaptive Planning
Stevens is implementing Workday Adaptive Planning into our Workday ecosystem to create a more streamlined financial planning experience. The addition of Adaptive will allow Stevens to prepare for the future implementation of Workday Finance.
Project Goals & Principles
A more streamlined financial planning experience
A foundational platform that will help Stevens move forward in revolutionizing its financial tools and systems
Building a roadmap for the future to collaborate on a best-in-class budgeting and forecasting process at Stevens
A Business Planning Solution will empower the budget team as well as department budget analysts to collaboratively plan and model, easily access real-time analytics, and streamline complex reporting.
Get access to easy, powerful, and fast financial planning features that will empower Steven's finance and operations teams to better manage the budget process
Project Timeline
Project FAQs
The University’s central Budget Team
Budget Coordinators for schools and administrative divisions
Revenue Planning (Direct Entry)
Personnel Planning, including individual, pool, and vacancy planning
Non-Personnel Expense Planning (Direct Entry)
Reporting & Dashboard Utilization
Budget & Forecast Models
Variance Comparisons & Scenario Modeling
Workday HCM Data
Kuali Financials Data
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Accounts: used to categorize and hold data. There are many types of accounts including GL, Custom, Assumption, Metric, Cube and Modeled accounts
GL Accounts at Stevens are represented by the Object Code structure
Dimensions: used to categorize, tag, and view data in different groupings (KFS Account, Responsibility Center, Employee, Position, etc.)
Attributes: used to categorize groups of data and can be used to tag accounts, dimensions, and levels to create alternate hierarchies (Budget Reporting Name)
Versions: represents a specific financial scenario (Actuals, Budget, What-If planning); data will differ between versions but model structure within each version is the same
Levels: represent the organizational structure of the institution (department structure)
Sheets: can be standard, modeled, or cube. Sheets house the logic for estimating each piece of the overall financial model
Long Range Planning
Detailed Capital & Project Planning
Balance Sheet & Cash Flow Planning
Endowment Planning & Management
Driver-Based Revenue & Tuition
Integration with Kuali Financials
Stevens Project Team
Lou Mayer, VP for Finance/CFO
Tej Patel, VP for IT/CIO
Name | Title |
|---|---|
Theresa Pascoe | AVP for Financial Planning, Budgeting and Analysis and co-project manager |
Steve Flanagan | Associate Director for Workday Solutions and co-project manager |
Mike Parente | AVP for Information Technology |
Maryam Mirza | Senior Director, IT Client Experiences and Strategic Initiatives |
Morgan Kellogg Cua | Manager of IT Communications and Training |
Marcin Ceglinski | Director of Financial Systems |
Jay Kasi | Manager of Financial Planning, Budgeting and Analysis |
Kristie O’Neill | Executive Director, Enrollment Mgmt. & Student Affairs Fin Planning, Budgeting and Analysis |
Irina Denisov | Senior Analyst, Financial Planning, Budgeting and Analysis |
Robert Silvis | Senior Analyst, Financial Planning, Budgeting and Analysis |
Department | Budget Coordinator |
|---|---|
Provost | Nina DeMarco Christina Dzwonczyk |
College of Arts & Letters | Andy Stein Rosemary Damato |
School of Business | Anthony Galante Soraina Baez |
School of Engineering & Science | Andrew Silvis Andy Gonzalez |
School of Systems & Enterprises | Leslie Jenkins Tanisha Green |
School of Systems & Enterprises - SERC | Bamini Ketheesan |
Development & Alumni Engagement | Zef Ferreira |
Enrollment Management | Kristie O'Neill |
Facilities | Peggy Guzzetta Jorge Carbonell |
Finance | Irene Denisov |
General Counsel | Robert Silvis |
Human Resources | Steve Czachor |
Information Technology | Sean O'Sullivan Darcy |
Student Affairs | Kristie O'Neill |
University Relations & Office of the President | Mercedes McKay Meagen Henning |
Training
View the Workday Adaptive Planning training videos on Panopto
Register for the live Workday Adaptive training session (coming soon)
Support
Virtual Office Hours
Get support directly from the Budget Team
Click here to join the virtual office hours →
Tuesday, February 28, 2023 at 4pm via Teams
Wednesday, March 1, 2023 at 4pm via Teams
Thursday, March 2, 2023 at 4pm via Teams
Tuesday, March 7, 2023 at 4pm via Teams
Wednesday, March 8, 2023 at 4pm via Teams
Thursday, March 9, 2023 at 4pm via Teams
Contact the Budget Team
Email [email protected]
Send a message through the Workday Adaptive Teams channel
Submit a Ticket (coming soon!)
Need IT Support?
Get support through our self help resources, contacting IT support or visiting TRAC.