The Process and Systems Optimization Workgroup

Introducing Process and Systems Optimization

The Process and Systems Optimization workgroup focuses on enhancing organizational efficiency by refining Financial Information System (FIS) processes. Launched in 2020, UC San Diego's FIS continues to modernize financial operations. Our workgroup is dedicated to aligning the system with evolving organizational needs, resolving issues, and setting the stage for future growth. Streamlined processes and targeted training for the financial community remain key priorities as we drive continuous improvement.

The Benefits of Engaging With Us

Our goal is to empower your team with customized tailored solutions that eliminate bottlenecks, increase productivity, and drive success. Partnering with us, contributes to our collective growth while providing tools to enhance your department's efficiency and effectiveness. Share your insights, and let's build a more effective future together.

How Can You Participate?

Many inputs guide our operational strategy and decision-making. Here are the two primary ways you can provide feedback:

Submit at Services & Support Request

• Use the Business Enhancement Request form to submit a ticket directly to the P&SO team through Services & Support.

Record a Process (‘Scribe’)

• Schedule a quick 10-minute meeting with a P&SO team member to set up a Scribe account for easy process recording. 
• A team member will guide you through using Scribe and lead you through the submission process.

Explore Our Project Wiki and Stay in the Know!

Stay informed on our ongoing initiatives and upcoming projects by visiting our dedicated project wikipedia. Here you can find the latest updates on progress, project statuses, and future plans. Dive into our efforts and see how we’re enhancing our Financial Information System in Business & Financial Services.