Coronavirus Information from Administration & Finance

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


Problem solving, cross-departmental dialogs, organization development

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Business Transformation Projects

Current as of 11/1/19

  • Payroll Deduction for Parking –
    Business process improvement sponsored by Transportation & Parking Services
    • Purpose: Map the current state and examine the process (enroll, change, delete) for payroll deduction for parking for State and ASI/CPC employees. With the implementation of LPR (License Plate Recognition) current multi-year permit holders with payroll deduction will transition to their plate being their permit. Improve the customer facing steps and accounting/reconciliation process.
    • Team: TAPS, Payroll (State), Human Resources (CPC and ASI), University Accounting, Accounts Receivable, Human Resources – HRIS (State), University Cashier’s Office
    • Project Manager: Lori Serna
  • Faculty Position Management –
    Business process design sponsored by Budget & Finance
    • Purpose: With the implementation of Questica and PageUp, position management for staff and faculty need to be re-examined and re-defined within the new operating model. This team is identifying the current state of position management process for faculty and will design & implement a simple, collaborative policy & process for creating faculty positions within these systems (Tenure, PT/FT Lecturers)
    • Team: Budget & Finance, CFS Finance Administrators, College of Business, College of Science & Math, Academic Personnel, Human Resources
    • Project Manager: Lori Serna
  • Cal Poly Corporation – Food Management Process –
    Business process design sponsored by Cal Poly Corporation
    • Purpose: Examine the current state and design a future state that is connected, transparent, efficient, and streamlined into online systems
    • Team: Campus Dining, CPC Accounting, Warehouse, CPC Supply Chain/Procurement, Campus Catering, CPC Administration, CPC Business & Finance
    • Project Manager: Lori Serna
  • Cal Poly Corporation – New Sponsored Program Employee –
    Business process improvement sponsored by Cal Poly Corporation
    • Purpose: To improve the experience of employees hired to work for grant related positions (student, intermittent, additional comp) and to improve the handoffs between CPC HR, Sponsored Programs, and the Colleges.
    • Team: CPC Human Resources, Sponsored Programs, Grants Development Office, CPC Business & Finance, Cal Poly IT 304 student lean six sigma team
    • Project Manager: Lori Serna

Division Projects/Initiatives

Current as of 11/1/19

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To Work with Business Transformation

Requests can be submitted by email to Lori Serna at

Lori Serna

Business Transformation Manager

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Other Resources

Lean Community of Practice: Central Coast Lean

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Get Started Today!