Frequently Asked Questions

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Completed business cases for FY18 investment requests are due October 3, 2016.

The IT Capital Investment and Shared Service Approval process compliments the Provost's capital budget process and is an input into the University's budget process. The IT process has many similarities to the Provost's capital budget process, such as:

  • Uses the same funding source (endowment proceeds, general fund, etc.)
  • Uses governance to evaluate requests and set priorities as input to funding decisions
  • Uses the same funding decision makers (Provost, CFO)

The main difference is it that the IT Governance Committees make recommendations on the prioritization of the requests.

It is important to have an annual process to help ensure prioritization can occur across all ideas at the same time. This helps ensure that the university's long-term investments are always directed to its highest priority needs. However, requests can be submitted at any time throughout the year. Exceptions will be reviewed and assessed by the Office of the CIO and the U-M IT Governance committees. As the process matures, the submission frequency for funding requests may change based on need.

Yes, if the project is greater than $1 million or involves multiple units please submit your original business case or a detailed description of the project. While having the appropriate funding in place is a vital component of preparing a successful proposal, there are a number of other factors that must be considered when implementing technology solutions. Some of the factors are:

  • Other schools and colleges may have a similar need. The process will foster collaboration so that we can provide more value to units at a lower cost.
  • Knowing in advance about these types of needs will help other units better support your goals. Your solution may have interdependencies with the shared infrastructure or enterprise systems or you may need assistance or use of an IT service from another group or provider on campus. By submitting your idea, the IT Governance committee's prioritization will raise the visibility—or importance—of your project with other units, which will help eliminate organizational barriers to your success.
  • This process also serves as a way to integrate and/or align the unit plans with the campus technology roadmap created through the Enterprise Architecture process.

You don't need to submit a business case, but we'd like you to share a detailed description of the project. With every new idea there is often a need to utilize and/or integrate with systems and services from other campus units. Submitting your project ideas through this process helps the IT Governance Committees Members and Domain Stewards be aware of the priority of your project. By communicating priorities to other campus service providers, we can help you ensure your plans are as successful as they can be. Please note, it is expected that all request submissions have been approved within your unit before you submit through this process.

No, the new UNITY organization has a separate funding process but these areas are encouraged to use this process as a way to share their plans and:

  • Integrate and/or align their unit plans with the campus technology roadmap created through the Enterprise Architecture process.
  • Determine if the enterprise systems and the shared infrastructure can properly support their solution.
  • Increase visibility or importance of their project with other units, which will help eliminate organizational barriers.

The channel for investment requests less than $1M starts in your unit and utilizes the organization hierarchy. An exception would be if your idea benefits more than your unit and you are interested in cost sharing. The governance process can be leveraged to identify interested parties.

Anyone (committees, faculty, staff, alumni, etc.) can submit a request. However, all requests for funding must be approved by the person with budgetary authority within your unit prior to submitting through this process. Please use the business case template to include the names of the committees, organizations and/or sets of leaders who support your idea and who would receive the resulting benefit of the idea.

If you have questions or need assistance with completing the business case template, please contact and note IT Investment Request in the subject line.

You may be contacted by staff in the Office of the CIO for clarification of your request at any time throughout the process. As the requests go through the U-M IT Governance Committee for prioritization, results will be posted on the Office of the CIO website. If your funding request is approved, you will receive an email notification.

No. The approval process supports IT shared services provided across unit lines—at the school, college and administrative level—rather than services within a particular unit.