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Accomplishment: Transitioned the Imagine Service to IST

Description:

Imagine is a service that provides over 2000 campus users with document capture, management, viewing and process-based workflows. It is used to handle communications, correspondence, disbursements and other records for a number of departments at Cal.   As part of a broader organizational change early in FY11, responsibilities for the Imagine service were moved to IST.

Deliverables: Michelle Kresch, Amy Kimball, and the Imagine Team (Nick Phelps, Patricia Juarez, Rich Meyer and Patrick McGrath) delivered the following:

  • Completed financial and activity analysis, funded through FY12
  • Completed hiring processes, stabilized team and service operations
  • Completed Imagine system upgrades and new reporting platform
  • Integrated Imagine with Bearbuy/Sciquest
  • Hosted Perceptive Software Regional User Group, presenting Imagine upgrade process experiences
  • Presented and demonstrated the Imagine Services to BPAWG, IST and prospective customers
  • Engaged existing and new customers with project and service planning
  • Sustained operations for the platform for imagine's campus users

Purpose/Importance:

Transition of the Imagine service to IST has allowed us to consolidate and further develop skill sets in imaging, document management, workflow and information lifecycle management across a series of content management platforms. Combined with the reorganization within IST, this will allow us to also leverage practices across academic and administrative use cases.

Impacted areas:

The imagine service currently serves:

  • Accounts Payable
    • Controller’s Office
    • Residential and Student Services Program
  • Billing and Payment Services
    • Controller’s Office
  • Re-imbursement Tracking and Approvals (Travel System)
    • Controller’s Office
  • Correspondence Tracking
    • Chancellor’s Office
  • Student Records & Transcripts
    • Office of the Registrar
    • University Extension

Strategic Alignment:

  • Refer to Purpose / Importance above.
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