Reimagining Digital

A focus on quality, accessibility, and use of data

Trinity’s Digital Transformation (DX) program will reimagine and reform the core technical platforms, inaugurating a new era of digital campus management. Intuitive, integrated data systems and streamlined workflows will supersede outdated technology systems, better positioning Trinity to achieve its mission and meet the needs of the University community. 

 

Webinars

DX Program / CFO   2/21/2022

What's New

Finance
New Office Hour Appointment Dates Added for the Month of July
New Workday Finance End User Training Dates Available every Thursday in the month of July
Quick Reference Guides (QRGs)
Short Training Videos of Business Processes by Topic
 
Request for Accounting Adjustments or Journal Entries "Google Form"

Trinity University Accounting Adjustments or Journal Entries “Google form” should be attached to the TU Journal Entry Form by TU Departments. 

TU Journal Entry Form

Trinity University Journal Entry Form is to be used by all TU departments to initiate accounting corrections.

TU Workday Support Form

Use the TU Workday Support Form for any Workday related issues you experience (examples: I cannot log in to Workday., I cannot see my Cost Center., Where do I go to run a budget report?) and other Workday support needs.

TU Cash Transmittal Form

Trinity University - Cash Transmittal form is to be used by all TU department deposits when a point of sale device is used. 

 

Visit Finance page

Workday Finance Office Hours

During Workday Finance Office Hour appointments Finance SMEs and system experts will be available during designated times to answer Workday Finance questions.

Register Here 

 

Workday Finance In Person End User Training Sessions

Sign up for In Person End User Training held every Thursday in the month of July.  The Finance Functional Leads and SMEs will facilitate in person training.

Register Here 

   Dates: July 7, 14, 21 and 28

  Location: EHCL310

  Topics and Time

  • General Navigation - 1:00pm - 1:30pm
  • Procurement - 1:30pm - 2:30pm
  • Budget Reporting - 2:30pm - 3:00pm
  • Accounting Corrections/Transfers - 3:00pm - 3:30pm
  • Q&A - 3:30pm - 4:30pm
Workday Finance Office Hours

Sign up now for Workday Finance Office Hour appointments using the links below based on topic or Workday business processes. The names of the subject matter experts (SMEs) and system experts conducting the  appointments are also provided. 
 
During Workday Finance Office Hour appointments Finance SMEs and system experts will be available during designated times to answer Workday Finance questions. You can bring your work or just come in with a question and receive assistance.

Goals and Focus Points

Primary goal: replace outdated enterprise systems with ones that will improve the efficiency, effectiveness, and end user satisfaction of processes within core systems.

Goal 1:  Improve self-service and satisfaction rates across campus 

Goal 2:  Increase student retention and graduation rates

Goal 3: Cultivate lasting relationships with students and alumni

Goal 4: Inform and bolster data-based decision-making
 

There are seven primary focus points of the DX program: 

Questions and Contact

For requests for additional information, questions, comments, concerns, or other feedback concerning the DX program, please email transform@trinity.edu

Program Executive Committee

Project Sponsors

  • Workday Finance : Yvonne Cortez
  • Workday Human Capital Management (HCM) : CHRO Jim Hertel
  • Salesforce/Affinaquest: Mike Bacon

Program Core Team

Program Steering Committee (Functional Leads)

  • Salesforce/Affinaquest: Jim Holzbach
  • Workday Finance: Shannyn Adkins
  • Workday Payroll: Andrea Jones
  • Workday HR: Monique Williams
  • Data and Analytics: TBD
  • Student Information: TBD
  • Student Success: TBD

Program Steering Committee (Faculty Representatives)