FOA Efficiency Series
The FOA Efficiency Series showcases practical tools and real-world use cases that help staff streamline work, reduce manual steps, and improve operational efficiency across Finance, Operations, and Administration (FOA). Through demonstrations and examples from colleagues across campus, these sessions highlight ways to simplify processes, leverage digital solutions, and support a culture of continuous improvement.
Who Should Attend
This series is intended for staff across all FOA units* who are interested in:
- Improving operational processes
- Exploring digital tools and workflow improvements
- Streamlining work and reducing inefficiencies
No prerequisites or technical experience required.
*Audience: This series is intended specifically for FOA staff, as some content around resources, access, and licensing is unique to the division.
What to Expect
Each webinar* includes:
- A brief overview of the featured tool or approach
- Real examples from FOA teams
- Practical ideas that participants can apply in their own work
Sessions are designed to be practical, approachable, and relevant to everyday work.
*Webinars will be recorded for training purposes.
Resources
- FOA Efficiency Series - DocuSign | March 18, 2026
- Description: A campus-supported software tool that automates electronic signatures, document routing, and storage.
Resources:
- Recording (mp4)
- Presentation slides (PDF)
- How DocuSign Helped Make Injury Prevention Plans at UC Davis Much Easier (article)
- How Simplifying PDF Forms Makes Work Easier for UC Davis Employees (article)
- Improved STAR Award Process Helps Recognize More Employees (article)
- Admin IT DocuSign webpage
- FOA Efficiency Series - AI Practical Use Cases | May 20, 2026
Description: Practical AI use cases highlighting various tools available through Aggie AI, including Zoom AI Companion, Microsoft Copilot Chat, ChatGPT, and NotebookLM.
Note: Zoom AI Companion was enabled during this webinar. The AI-generated meeting summary is included in the resources.Resources:
- Recording (mp4)
- Presentation slides (PDF)
- Zoom AI Companion meeting summary (PDF)
- Poll questions and results (PDF)
- FOA Efficiency Series Explores Practical AI Tools for Working at UC Davis (article)
- IET Aggie AI webpage
FOA Efficiency Workshop
On January 13, 2026, FOA hosted a workshop to showcase continuous improvement efforts across the organization and celebrate the successes of teams working to streamline processes, improve services, and enhance operational efficiency.
Suggest a Future Topic
FOA staff are encouraged to share ideas for future sessions. Possible topics include:
- Digital workflows
- Process improvement approaches
- Reporting and data tools
- Collaboration tools