Agenda
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1 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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Agenda. Office of State Finance. Communications and Governance. Introductions. CORE Team Responsibilities. Current Project Status. Project Portfolio (3 year plan). Issues. Feedback and Questions. Agenda. Office of State Finance. Communications and Governance. Introductions. - PowerPoint PPT Presentation
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
2
Office of State Finance
Agenda
Communications and Governance
Introductions
3
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
6
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
12
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
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May
Jne
J l y
Aug
Sep
Oc
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Nov
Dec
Jan
Feb
Mch
Ap
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May
Jun
Ju
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Aug
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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
