July 14, 2025

Preserving Access: BI Team Supports Retirement of Legacy Finance Systems

In FY 2024, the University of Washington officially transitioned to Workday Finance as its primary financial system of record. To minimize disruption during the rollout, several systems slated for retirement were temporarily placed in read-only mode, allowing users to retain access to legacy financial data.

As users adjusted to the new Workday environment, UW-IT launched a major project to fully retire these read-only systems. The Business Intelligence (BI) team played a key role—developing reporting solutions to ensure continued access to legacy financial data after system retirement.

BI Team Contributions: Technical Solutions and Strategic Support

The BI team contributed to the technical development of reports and helped users transition to new solutions, ensuring uninterrupted access to legacy financial data.

Key contributions included:

Collaborating with business/technical owners and end users to understand requirements.
Developing and maintaining reports and data cubes to access legacy data.
Creating templates and tools to preserve key functionality.
Supporting communication and change management efforts to guide users to the right tools and resources.

The following table summarizes the new and existing BI resources for each retired system:

Retired Finance System	BI Resources for Access to Legacy Data
Ariba	UW Spend Cube (PAS/Ariba/PDR) Resources
BGT	Grant and Contract Accounting Budget Revisions
Electronic Faculty Effort Certification System (eFECS)	Cost Share Commitments and Contributions
Financial Accounting System (FAS)/FIN	UW Finance Cube Resources – Legacy Data UW GL Cube Resources UW Spend Cube (PAS/Ariba/PDR) Resources Budget Number Index Audit Trail
JD Edwards	Contract Status and Master Revisions Receipt Detail
My Financial Desktop (MyFD)	MyFD Budget List MyFD Budget Profile MyFD Budget Summary MyFD Journal Voucher Detail MyFD Reconciliation MyFD Transaction Summary
OASIS	OASIS Asset Lookup OASIS Closing Award Property
Purchasing Accounting System (PAS)	UW Spend Cube (PAS/Ariba/PDR) Resources

To explore the full crosswalk of retired systems and their corresponding BI reports, refer to the Legacy Finance Data page. This central resource outlines what was retired, what replaced it, and how to continue accessing legacy financial data.

Questions?

Email the BI team at help@uw.edu and include “BI Portal” in the subject line.