Project SIGMA - Michigan Information Systems - · PDF fileWelcome 2 • SIGMA Overview...
Transcript of Project SIGMA - Michigan Information Systems - · PDF fileWelcome 2 • SIGMA Overview...
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Project SIGMA MISA Ruth Schwartz, CPA, Project Director Lisa Evani, Project Deputy Director October 11, 2016
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Welcome
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• SIGMA Overview
• Project Schedule
• Standardization
• DataStage
• MILogin
• Hosted & Managed Services
• Security Standards
• Project Communications
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SIGMA Overview
Statewide Integrated Governmental Management Applications
(SIGMA) is the State of Michigan’s Enterprise Resource Planning
(ERP) business process and software implementation.
Our ERP will integrate systems and provide end-to-end support in one
system for statewide administrative functions including financial
management, procurement, asset management, performance
budgeting, time and expenses.
It will ultimately be used by all 50,000 state employees, external
vendors, local units of government, and colleges & universities.
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SIGMA Overview
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Eliminates operational risk related to critical financial systems that have outlived their
usefulness including MAIN and DCDS
Provides built-in best practices and business rules for government accounting that expands the
tools for existing staff, protects us with retiring staff, and attracts new talent
Provides sophisticated statewide controls while providing the flexibility Departments need to
operate efficiently
Provides timely management information that supports operational improvements and
performance reporting
Fiscally conservative business case
Key Rationale for SIGMA
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SIGMA Overview
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Objectives
Statewide centralization of
budget preparation, budget
control, grants and project
management, fixed assets
management, inventory,
procurement and other
processes
Cost and effort
efficiencies
W
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N
S
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Data Warehouse (replacing MIDB for Financial and DCDS
universes)
• Automate and Streamline Budget
• Reform Chart of Accounts / Uniform Coding Block Usage
• Enhance Transparency & Accountability Portal
• Data Warehouse - Improved Currency & Reporting
• Move to Vendor Supported, Upgradeable COTS Solution
• Automate and Streamline CAFR Production
• Project & Grant Reporting, Budgeting, and Processing
• Cost Allocation
• Increase Accounting Detail Posted from Agency Systems
• Support Treasury Functions:
• Debt Reporting
• Support for Investment Accounting
• Bank Reconciliation
• Warrant Writing
• Automate Interfaces with Banks
• Implementation of Positive Pay Banking (if feasible)
• Reduce the Number of Applications Supported and Interfaced
• Integrated Procurement
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Days to First
Phase 2 ‘Go Live’
293 Days (200 workdays)
*Budget Control & Procurement
Core Financials
Time, Expense, Labor & Leave
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Project Schedule
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Project Schedule
Budget
Development
8/2016
Project SIGMA Schedule
2015 2016 2017
Phase 1.5 Budget Preparation
Phase 2 Budget Preparation 2.0 and Procurement
Phase 2: Core Financials and Time, Expense,
Leave and Labor
Implemented
8/2016
Implementation
7/31/2017
Implementation
10/2017
Core Financials
10/2017
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• System Tests Continue
• End to End / Recovery Test
Go/No Go Decision
– November 17
• UAT Go/No Go Decision
– February 27, 2017
• Budget Preparation &
Procurement Go-Live
– July 31, 2017
• Financial Go-Live
– October 2, 2017
• TELL Go-Live
– October 16, 2017
Phase 1.5
• SIGMA Budget went live August 1, 2016!!!
• State Budget Office transitioned into ownership of the system
• Budget Development Cycle is underway
Phase 2
Project Schedule
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Standardization
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Standardization and Placing
SIGMA End Users First
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Standardization
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Standardization Defines Project SIGMA
Ability to adapt
Standard business systems & data
Workforce ability to grow in their careers
Leveraging our investment to impact
Michigan’s long-term future
Reengineering our processes to meet the
solution’s best practices
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• Less manual, paper-intensive work
• Greatly improved reporting and data analysis
• Less redundant data entry
• Less reconciliation across systems
• Easier, more automated tracking and approvals
• Streamlined business processes that work similarly across
departments
• One system for budgeting, procurement, and accounting, with
expanded capabilities
• Ease in moving from one agency to another and one job to another
• Reduced training time for new hires
Project SIGMA Places End Users First
Standardization / End Users
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Agency Pre-Validation of Interface files and Flat File Transformation
DataStage
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Worker accessing SIGMA application Step 1
1. Worker opens a web browser and types
in https://miloginworker.michigan.gov in
the address bar
2. Worker’s home page will have the list of SIGMA applications the worker can access.
3. To access any of the application, the worker should click on the application name under “Access your applications”
Note: Worker would not be presented with the MILogin login page, and will be automatically logged into MILogin as Kerberos authentication is enabled for workers accessing MILogin through intranet.
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Worker accessing SIGMA application Step 2
1. MILogin will display the “Terms & Conditions” page.
2. To access the application the worker should click on “Acknowledge/Agree” button.
3. After the worker acknowledges the “Terms and Conditions” page the user is redirected to the SIGMA application page.
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Hosting & Managed Services
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Financial
Management
Budget
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Security Standards
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Project Communications
Website
• News Feeds
• Frequently asked questions
• Presentations
• Project announcements
• Training
• Agency Implementation
Guide
• Contact Us
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Inside SIGMA
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Questions
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Time Expense Leave and Labor (TELL)
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Today
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SIGMA ESS Employee Timesheet Creation
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SIGMA ESS – Leave/OT Request and
Employee Proxy Assignment
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SIGMA ESS - Employee Timesheet Entry
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SIGMA ESS – COA Elements Displayed
ESS Timesheet with Accounting Overrides
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SIGMA ESS – Daily Activity Tab
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Used to track specific activities
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SIGMA MSS – Managers Worklist
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Lists provide a quick way to approve or reject direct report
requests
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SIGMA MSS Expanded View
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Manager can analyze expenses or timesheet
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Work List View
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Travel and Expense
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Today
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SIGMA ESS – Travel and Expense Entry
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SIGMA ESS- Travel Authorization Entry
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Travel Authorization Document – Trip Details
Used to enter Authorized Expenses or to Request Travel
Advances
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ESS- Travel Expense Entry
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ESS- Travel Expense Report - Trip Details
Used to record actual expenses
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ESS- Payments
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Employees can quickly determine the status of
expense reports
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ESS- Travel Authorization – Mileage Tab
Mileage Calculated Automatically using MapQuest