Business Transformation Projects
Current as of 1/1/22
Business Transformation
Welcome to Business Transformation. We are champions of business process improvement, innovation, and empowerment of individuals at every level. Reporting through the Senior Vice-President’s Office, we operate as a strategic partner and facilitate opportunities for individual and team engagement in and adoption of continuous improvement values and culture. Business Transformation staff facilitate cross-functional dialogues, lead projects, and work to align departmental strategies with the division’s goals and according to the value of our customers.
Core Services
Business Process Improvement Projects
Process mapping, process analysis, process re-design, technology requirements development, liaison between business and IT
Strategic Planning
Organizational and strategy development, align department goals with division/campus, operational action planning, team building
Customer Satisfaction Surveys
Preparing and coordinating annual and ad hoc surveys, data reporting, using results to drive initiatives, project management
Facilitation
Problem solving, cross-departmental dialogs, organization development
Division Projects/Initiatives
Current as of 1/1/22
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CSU P2P/Delegation of Financial Authority –
System wide implementation sponsored by CSU Chancellor’s Office and the Senior Vice-President of A&F- Goals: Create a central campus Delegation of Financial Authority system, automate the majority of invoicing, payments, and procurement, reduce risk in supplier management and supply chain
- Team: CPOA Sponsor, FOA Sponsor, Budget & Finance, University Financial Services, Strategic Business Services
- Project Manager: Lori Serna
To Work with Business Transformation
Requests can be submitted by email to Lori Serna at lserna@calpoly.edu
Lori Serna
Business Transformation Manager
