Integrated Budget Information SystemJoe White

Office of State Budget and Management

Session Etiquette

• Please turn off all cell phones.

• Please keep side conversations to a minimum.

• If you must leave during the presentation, please do so as quietly as possible.

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Presentation Overview

• IBIS Overview• Project Scope• Project Timeline • System Details • Questions

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IBIS Overview - Goals

• Replace mainframe legacy systems by creating a integrated, web-based statewide budget system

• Incorporate program information and performance measurement into the state’s budgeting

• Improve reporting and analytical capabilities

• Reduce dependency on manual processes for data collection, manipulation and analysis

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IBIS Overview

• Initial project effort in 2010 was unsuccessful • Numerous issues prompted re-evaluation of the project

– Moved from an outside vendor to internal development team

– New IBIS team completed a substantial system redesign

• Goal from 2010 remains constant in 2013: Implement an integrated, web-based statewide budget and performance management system

• Go Live Date is July 1, 2013• Information available at http://ibis.nc.gov/

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Project Scope

Budget Execution Budget Development

Program Information

Administrative Features

Budget Revisions Worksheet I Strategic Planning Work Queue

Allotments Worksheet II Program Data My MessagesSalary Control Worksheet III Program Crosswalk History

Certification Scenarios Program Structure

Journal Entry Worksheet I Cert/Auth

Reports

Budget Code ReportsFund CodeReports

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Project Update – Testing

• User acceptance testing completed for the following: – Worksheet I– Worksheet II– Salary Control – Allotments– Certification– Budget Revisions

• User acceptance testing remaining: – Journal Entry (OSBM)– Worksheet III

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Project Update – Pilot

• Enter actual data into system

• Work collaboratively with OSBM to ensure the system is ready for general release

• Use forms enter information and reports to verify system functionality and data

• OSBM analysts and IBIS team provide support

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Project Update – Pilot Agencies

• UNC Wilmington• UNC General Administration• Office of State Controller• Department of Commerce• Department of Health and Human Services• Division of Health Services Regulation• Division of Aging and Adult Services• Office of State Budget and Management

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Project Update – Pilot Timeline

• February 15th: Worksheet I Completed

• March 27th – April 19th: Budget Execution Pilot– Budget Revision– Allotments– Salary Control– Certification– Journal Entries

• May 1st – May 31st: Budget Development Pilot

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Project Update - Licenses

• Memos distributed to each state agency February 27th

• Universities allocated 105 licenses across all campuses • Deadline to identify users March 15th • Restricted number of licenses due to IBM Cognos

licensing

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Project Update – Training

• System training to begin May 1st • University specific training coordinated through General

Administration • Training offerings will include the following:

– In-person sessions – Online tutorials– Online manuals– Webinars

• Training to be completed by mid-June

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Project Update – Go Live

• Go-Live Date of July 1st, 2013 • Includes, but is not limited to, the following:

– Certification– Budget Revisions– Allotments – Salary Control

• Agencies will close out SFY 2012-13 activities in legacy systems

• SFY 2013-14 activity will be completed in IBIS

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System Details

• Web-based system• Accessible from any computer

http://ibis.nc.gov/ibis-webapp• NCID required • 24/7 system• Developed for Internet Explorer 8 or higher • Reports on 15 minute intervals

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System Details – Log In

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System Details – Work Queue

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System Details – Work Queue

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System Details – Work Queue

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System Details – Work Queue Filter

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System Details – Work Queue Sort

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System Details – Creating New Request

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System Details – Creating New Request

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System Details – Standard Tabs

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System Details – Standard Functions

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System Details – Help Text

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System Details – Entering Text

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System Details – Entering Positions

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System Details – Position Summary

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System Details – Entering Budget Data

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System Details – Budget Summary

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System Details – Budget Overview

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System Details – Attachments

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System Details – Submitting Forms

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System Details - View History

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System Details – My Messages

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System Details - Admin

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System Details – Accessing Reports

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System Details – Reports Home

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System Details – Generating a Report (RK325)

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System Details – Viewing a Report

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System Details – Viewing a Report

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Questions

http://ibis.nc.gov/