1

Financials Advisory Board

April 12, 2012

2

Office of State Finance

Agenda

Metrics

Project Updates

Welcome/Members

Issues

Feedback and Questions

Updates – Closed/Targets/Watch

Other

3

Office of State Finance

Agenda

Welcome/Members

4

OSF Advisory Group Contact Information

Jennie Pratt – 521-6160 - jennie.pratt@osf.ok.gov

Patricia Garcia – 522-6855 – patricia.garcia@osf.ok.gov

Jim Bresemann– 522-1762 – james.bresemeann@osf.ok.gov

Ronney Maxwell – 522-1744 – ronney.maxwell@osf.ok.gov

Danny Fitzpatrick-522-3971 – danny.fitzpatrick@osf.ok.gov

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Financials Advisory Board Members

Suzen Rodesney Dept of Mines Tom James Corrections Pam Leuty Corrections Lisa McKim Tourism Cindy Hughes DPS Steve Coffman Conservation Commission Travis Monroe Treasurer Lisa Hayes Real Estate Comm. Grace Brown Health Chelley Hilmes ODOT Marilyn Capps OPM Karen Wallis ODOT Mary Reznicek OSBI Eddie Lee Rehab Jim Aulgur Career Tech

6

Office of State Finance

Agenda

Project Updates

Projects Completed Since Last FAB

7

Licensing-Accountancy Board

Schedule Budget

Current Project Page 1

GPC/INVENTORY ODOT PeopleSoft Extract Staging Environment IT Consolidation Grants Provisioning-Commerce Grants Provisioning-TSET Grants Provisioning-DAC Grants Provisioning-OCAST Grants Provisioning-EDGE Grants Provisioning-Homeland Security Licensing-Department of Health Licensing-CIB Grants Provisioning-OSF

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Licensing-Pet BreedersLicensing-Real Estate Commission Licensing-Long Term Care AdmOklahoma State Department of Health- Phase IIACES Replacement-TreasuryOST Cash ManagementElectronic Vendor Payments (HB 1086)

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Business Application Services

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

2011 2012 2013

Higher Education Interface

Scanning and bar coding

Grant/Project/

Contracts AR/BI Rollout

Grant/Project/

Contracts Rollout

Expense Module

Treasury GL

eBill Pay

Voucher Build

Absence Managemen

tGrants

Provisioning

Business Intelligence Financial Analytics

Licensing

Archiving Phase 2

Budget Upgrade

Govt Risk & Compliance

e- procurement

Inventory Rollout

Training Web

Delivery

Enterprise Learning -

Rollout

Financials Upgrade

Apply HCM Bundles

Pcard BOA trans

GPC ODOT

Org Publisher

Asset mgmt Rollout

Concept Initiation ExecutionPlanning Close

Backfill Developers

Openbooks Phase 3

E-Performance

Data Staging Area

Inventory ODOT

ODOT T&L MSS

3% Backup Withholdings

Treasury Module

P-Card Module

Portal – PS Sign on Cons

AM Rollout Tax

Inventory Rollout

Backfill Developers

Broadband GPC AR/BI

Mines GPC AR/BI

HR Dashboard &

new Funct

Enterprise Learning Rollout

Enterprise Learning Rollout

Mgr Self Service rollout

Data.gov

Grants Provisioning

Rollout

Licensing Rollout

BI PO Analytics

Mgr Self Serv Rollout

Backfill Developers

Updated 3-15-2011

Agencies on GPC/AR/Billing

Department of Environmental Quality Department of Commerce Employment Security Commission Department of Mines OSF BroadBand Water Resource

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Agencies on Assets

Department of Mental Health Department of Environmental Quality Tax Commission Police Pension Department of Commerce Employment Security Commission Department of Transportation Department of Security Uniform Building Code Commission Commercial Pet Breeders Board OSF

12

Agencies on Inventory

Department of Mental Health

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14

Office of State Finance

Agenda

Issues

15

Issues

Issues Solutions

16

Office of State Finance

Agenda

Metrics

Planned Enhancement Service Requests On Time CompletionBased on 2 Month Plan

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Completed Not Completed Pct Unplanned completedJanuary (FIN) 18 2 90% 8February (HCM) 9  2 82% 22March (FIN)  26 7 79% 3April (HCM)        May (FIN)        June (HCM)        July (FIN)        August (HCM)        September (FIN)        October (HCM)        November (FIN)        December (HCM)        

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Office of State Finance

Agenda

Updates – Closed/Targets/Watch

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Updates – Completed Items

Completed Items – Review List 33 Items to be completed in the new reporting

period Status

26 items from list completed 7 items from list not completed 3 unplanned item completed not on list

29 total items completed

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Update – 60 Day Target Items

60 Day Target Items – Review List

Discussion – questions/proposed changes/clarification

22

Update – Watch Items List

Watch Items – Review List

Discussion – questions/proposed changes/clarification

23

Office of State Finance

Agenda

Feedback and Questions

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Other