Agenda Tuesday, June 28,2011. Agenda Readings Agenda Readings Exercises.
Agenda
description
Transcript of Agenda
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Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Current Project Status
Introductions
Issues
Feedback and Questions
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Office of State Finance
Agenda
Communications and Governance
Introductions
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Governance / Communications Approach
Partner Meeting
• Senior management briefing
• Strategy / Portfolio Management
• Permanent members OSF (DCAR, ISD) OPM, DCS
• Revolving membership ODOT, OESC, DEQ, Commerce, DHS
Finance Advisory Group
HR/Payroll Advisory Group
Procurement Advisory Group
Future Future• Management briefing
• Policy / Continuous Improvement
• Lead by OSF (ISD/DCAR)
• Agency Financial Leadership
Project Specific Communications
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Purpose of Partner Meeting
Quarterly review of CORE projects
Communicate Plans, Status, and Issues
Communicate Resource Requirements
Receive Feedback and Guidance from Key Stakeholders
Stakeholder Communication & Feedback
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Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Introductions
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CORE Team Responsibilities
Maintain the business services that are in production
Implement new business services
Rollout business services to new agencies
Provide continuous improvement
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CORE Business Services
Financials Payroll/Human Resources Other
Reporting / Business Intelligence
Financial Analytics Human Resource Procurement & Spend Project Analytics
Implemented In Process Planned
Extend / Collaborate
Transaction / Streamline
General Ledger - 175 Accts Payable - 175
Purchasing - 130
Strategic Sourcing - 1 E-Supplier - 1
Budget - 174
Human Resource - 132 Base Benefits- 131
Time & LaborPayroll - 131
Employee Self Service - 18
Enterprise Learning Mgmt - 2
Higher Education Interface
Manager Self Service
Account Receivable Billing
Asset MgmtProject / Grants
/ Contracts
Inventory
E-Bill Payment
Expenses
Help Desk - 3
Help Desk Self Service
Grants Provisioning
Licensee
OK.GOV Portal
P-Cards
AP Workflow
eProcurement
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CORE Team
Seventy-three FTE’s Are Currently Working on CORE projects
• 41% of CORE team is consultants
• 45% of CORE team is permanently assigned
• Agency and consultant resources fluctuate
• As agency rollouts occur we want to expand agency resource and reduce consultant
CORE Team
OSF/ISD Technical22%
OSF/ISD Functional23%
Agency Technical2%
Agency Functional12%
Consultant Technical
18%
Consultant Functional
23%
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CORE Team Responsibilities
CORE Resources Spend 67% of Their Time on Projects and 33% On Support
CORE Team Responsibilities
Incidents, 20%
Service Requests, 4%
Projects, 67%
Administration, 9%
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Project Portfolio (3 Year Plan)
Portfolio / Project Type
Maintain17%
Operational Improvements
19%Define/Impelemt
New Services64%
There are 54 Identified Projects in the 3 Year Plan
Project Type Description
Maintain Projects that are required to prevent diminished service
Operational Improvements Projects that enhance operational capabilities or decrease complexity
Define/Implement Services Projects that implement new services or expands current services to additional agencies
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Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Introductions
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CORE Opportunity Map
Enterprise Service Automation Human Capital Management Other Supplier Relationship
Fin
anci
al M
an
age
men
tS
upp
ly C
ha
in M
gm
tA
sse
ts
2009 2010 2011
Time and Labor Pilot
Commitment Accounting
HCM V9.0Employee
Self Service Pilot
Enterprise Learning
Mgmt - DEQ
Higher Education Interface
Concept Operational
Asset Mgmt Pilot
Scanning and bar coding
Asset mgmt Rollout
Grant/Project/
Contracts Other Pilot
Grant/Project/
Contracts Rollout
Travel Expense
EFT
Expense Module
AR Billing Rollout
TreasuryAP Workflow
eBill Pay
Voucher Build
Leave Request Approval
Archiving Phase 1
Open books Phase 2
Grants Provisioning
Business Intelligence
Licensing
Archiving Phase 2
Budget
Govt Risk & Compliance
Address Scrubbing Software
Strategic Sourcing/E-
Supplier
e- procurement
Inventory ODOT
Inventory Rollout
Inventory Rollout
Non Peoplesoft
Training Web
Delivery
Time and Labor Rollout
Commitment Accounting
Rollout
Enterprise Learning -
Rollout
Strategic Sourcing- e-
Supplier Rollout
Financials Upgrade
Apply Bundles
Apply Bundles
2010
Apply Bundles
PCard
Backfill Developers
Maintain New Services
Integrated Item
Maintenance
Accel OSF/ODOT
AR/BIDeposits
T&L Manager
Self Service
GPC Pilot – ODOT/OESC
Completed
ARRA
Apply Bundles
2010
Employee Self Service
Rollout
Org Publisher
Asset mgmt Rollout
T&L Mgr Self Service Rollout
GPC Pilot – ODOC/DEQ
Inventory Implementatio
n
ARRA Transparancy
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Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Current Project Status
Introductions
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Portfolio/Project Framework
Portfolio (3 Year Plan)
Define / Implement ServicesMaintain Operational Improvements
Concept
Initiation
Planning
Execution
- Identifies a project idea, potential benefits and initial scope
-Defines and authorizes a project obtains budgetary estimates
- +/-50% Plan Updated Portfolio and Scorecard
- Defines objectives and plans the course of action required to attain the objectives
- +/-15% Plan Updated Portfolio and Scorecard
- Integrates people and other resources to carry out the plan
- Updated Scorecard, Monthly Status
Project Framework
Close
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CORE Opportunity Map
Enterprise Service Automation Human Capital Management Other Supplier Relationship
Fin
anci
al M
an
age
men
tS
upp
ly C
ha
in M
gm
tA
sse
ts
2009 2010 2011
Time and Labor Pilot
Commitment Accounting
HCM V9.0Employee
Self Service Pilot
Enterprise Learning
Mgmt - DEQ
Higher Education Interface
Asset Mgmt Pilot
Scanning and bar coding
Asset mgmt Rollout
Grant/Project/
Contracts Other Pilot
Grant/Project/
Contracts Rollout
Travel Expense
EFT
Expense Module
AR Billing Rollout
TreasuryAP Workflow
eBill Pay
Voucher Build
Leave Request Approval
Archiving Phase 1
Open books Phase 2
Grants Provisioning
Business Intelligence
Licensing
Archiving Phase 2
Budget
Govt Risk & Compliance
Address Scrubbing Software
Strategic Sourcing/E-
Supplier
e- procurement
Inventory ODOT
Inventory Rollout
Inventory Rollout
Non Peoplesoft
Training Web
Delivery
Time and Labor Rollout
Commitment Accounting
Rollout
Enterprise Learning -
Rollout
Strategic Sourcing- e-
Supplier Rollout
Financials Upgrade
Apply Bundles
Apply Bundles
2010
Apply Bundles
PCard
Backfill Developers
Integrated Item
Maintenance
Accel OSF/ODOT
AR/BIDeposits
T&L Manager
Self Service
GPC Pilot – ODOT/OESC
ARRA
Apply Bundles
2010
Employee Self Service
Rollout
Org Publisher
Asset mgmt Rollout
Concept Initiation ExecutionPlanning Close
Backfill Developers
T&L Mgr Self Service Rollout
GPC Pilot – ODOC/DEQ
Inventory Implementation
ARRA Transparancy
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Jan
Feb
Mch
Ap
r
May
Jne
J l y
Aug
Sep
Oc
T
Nov
Dec
Jan
Feb
Mch
Ap
r
May
Jun
Ju
L
Aug
Sep
Oc
T
No
v
HCM 9.0 Upgrade
Travel expense EFT
Employee Self Service
Strategic Sourcing
Phase II fit Gap
Finance Bundles
Learning Mgt DEQ
Archiving
ARRA
Commitment Acctg
OSF/ODOT AR/BI
Time and Labor
T&L Mgr Self Service
Deposits
Item Maint
Backfill Devel Support
ODOT GPC
Asset Mgmt Pilot
INV ODOT
2009 2010
Projects in Close / Execution Delivery Schedule
Execution Close
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Jan
Feb
Mch
Ap
r
May
Jne
J l y
Aug
Sep
Oc
T
Nov
Dec
Jan
Feb
Mch
Ap
r
May
Jun
Ju
L
Aug
Sep
Oc
T
No
v
Asset Mgmt Rollout
AP Workflow
Higher Education interface
Grants provisioning
Grant/project/contract other pilot agency
Enterprise Learning Mgmt Rollout
Licensing
2009 2010
Projects in Planning Schedule
Planning
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Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Current Project Status
Introductions
Issues
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Issues
1) The CORE team need to do a better job of communicating status and direction to agencies and receiving guidance from agencies
Conduct quarterly partner meetings and start advisory group meetings. Publish a CORE newsletter bi-monthly
Issues Solutions
2) PeopleSoft requires agencies to be on bi-weekly payroll to support integration betweenpayroll and Projects/Grants/Contracts. DEQ and Commerce are not moving toward a bi-weekly payroll.
A cross functional team consisting of experts from Grants/Projects/Contracts and Payroll/Time and Labor are documenting possible solutions. Recommendation due ?
3) Agency resources are required to help rollout the new services implemented by the CORE team.
Detailed resource requirements will be presented to the agencies during the planning phase
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Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Current Project Status
Introductions
Issues
Feedback and Questions