Research Admin May 2022 Update


Grants & Agreements

The Research Administration Strategy Team has been successfully navigating the design of the future system by completing 2 of 11 design iterations; team members are now working on the 3rd. Design cycles to date:

  • Completed: Iteration #1 – Single sign-on
  • In progress: Iteration #2 – Proposal configurations and workflow
  • In progress: Iteration #3 – Award set-up process
  • Up next: Iteration #4 –  Award modifications

In addition to the design- and configuration-related work, the team is working diligently on change management plans. The team has partnered with the Research & Sponsored Programs Research-Education-Development (RED) program and is working on delivering “hot topic” sessions to provide the research community with a sneak peek into the new system and to solicit feedback.

Conversations regarding the implementation timeline for the Grants and Agreements modules at UW-Milwaukee and the comprehensive campuses are ongoing. A final recommendation is expected to be delivered to the UW System Enterprise Directors Council for a decision on May 13, 2022.

Employee Compensation Compliance (Effort Reporting Changes)

In April, the team completed most of the data mapping and stood up the ECC test environment. In early May, the team also sent an email to ~5,500 PIs/researchers to notify them of the coming changes. Watch the short demo video.

As May progresses, the team will kick off a series of data validation meetings, inviting compensation compliance coordinators (formerly effort coordinators) to test/validate system data and configurations.

Lastly, the team will soon launch a series of trainings for the UW research community in June and July. These trainings will be included in the OHRD catalog; more communication about these is forthcoming.

The expected go-live date for ECC is August 2022 — the next certification period.

Financial Forecasting

The project team held a kickoff for this initiative in early March and continues to work through the process to map current-state data into this new tool.

Export Control

This implementation is not expected to start until September 2022, roughly. It’s anticipated that the rollout of this dedicated export control functionality will occur in conjunction with the Grants and Agreements modules.


In April, the Research Admin Workday team focused on conducting additional analysis and preparing for the Architect (Design) Stage of the Workday implementation; the Architect Stage began on May 2.

The team has planned two important design activities for the Architect Stage: Future State Process Design (FSPD) Sessions and Architect Design (AD) Sessions.

  • The team will engage key stakeholders in FSPDs to capture information that will guide the design and configuration of high-level business processes in Workday.
  • Architect Design Sessions are a mix of small, focused discussions on functional area topics and, in some cases, a larger group capstone presentation. They tend to be less cross-modular than the FSPDs.