Change Agent Monthly MeetingSeptember 25, 2019

Agenda• EDGE Overview• EDGE Video• Scorecard• Conversion• Workstation Planning• Change Network Meetings

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Foster Teamwork & Enhance Collaboration

& Communication

Automate New Business

Processes/Systems

EDGE Delivers

EDGE Delivers

Future Adaptability

Foster Teamwork & Enhance Collaboration

& Communication

Transparency

Transform to More Efficient Processes

Automate New Business

Processes/Systems

Sustainability &Paperless Processes

Self-Service/Manager Self-Service

Single System of Records

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EDGE Introduction Video

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Scorecard System Replacement

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Results Oriented Government• Miami-Dade County Strategic Plan

• Standard Strategic Plan with Vision, Mission, Goals, Objectives & Key Performance Indicator (KPIs)

• Seven Strategic Areas• Updated with Adoption of Budget

• Departmental Business Plans and Budget Development

• Scorecards Managed by Departments

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Strategic Plan

Business Plan / BudgetsScorecards

Existing Miami-Dade County Scorecard

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Objective

Initiatives

Measures

Scorecard System Replacement• Current System Uses Out-of-Date Technologies

• The EDGE Team• Overlays Workflow of Current System on Up to Date Technology• User Interface Tied to Oracle’s Business Intelligence Enterprise Edition

(OBIEE) for Reports and Dashboards• Seamless Back and Forth Between Two Environments

• Target Go-Live Date is November 25, 2019

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New Sample Scorecard

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Sample Resilience Scorecard

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Conversion

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Conversion

• Existing Data – Data that exist in FAMIS or other departmental source systems

• Examples –

• Customer Information (Departmental Source Systems)

• Supplier Information (FAMIS)

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The process of gathering input of selective legacy systems to produce PeopleSoft Output

Conversion: Transformational Data

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• Data that exist in FAMIS or other departmental source systems and will be converted into another format or structure in the new system

Sample Chart of Accounts

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• Data that does not exist in today’s legacy systems and will be available/created in the new system• Project Costing provides the county with the ability to capture grant agreement funding line items.

This will be used for capturing expenditures, revenue and budgeting.

Conversion: New Data

• Customer Contract provides the County with the ability to systematically enforce total funding amount, and bill to date amount for grants

Workstation Planning

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Workstation Planning• Validate end-user workstation to confirm if Departments/Offices

meet the minimum requirements for hardware and software.• Memory requirements – While additional memory is generally

beneficial, 4 GB of RAM is the minimum recommended for 64-bit computers

• CPU requirements – Intel® Core™ i5 or equivalent is recommended. Faster processors will result in better PeopleSoft product response times

• Screen resolution requirements – VGA controller and display of 1024 x 768 resolution or higher and High Color (16 bit) mode for the best display results

• Browser version – The response time also improves with the latest versions of browsers

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Workstation Planning – Requirements

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Desktop Applications, Browsers and Clients Release Version(s)Apple – Safari Release 12 or newer

Google Chrome Release 69 or newer

Microsoft Edge Release 42 + or newer

Microsoft Internet Explorer (IE) Release 11 or newer

Mozilla Firefox Releases 62, 60 ESR or newer

Microsoft Excel Release 2010 or newer

Microsoft Word Release 2013 or newer

IBM DB2 Client Release 10.5 or newer

IBM DB2 Connect Release 10.5 or newer

Microsoft SQL Server Client Release 2014 or newer

Oracle Database Client Release 12.1.0.2.0 or newer

Mobile ApplicationsApple – Safari Mobile

Google Chrome Mobile

Department Task

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Departmental/Office Activity Status• 100% of the departments/offices have provided feedback regarding the EDGE

PeopleSoft Department Chartfield Collection workbook.

• Concluding follow-up for open department chartfield task

21Example of the Finance Department Chartfields

Departmental/Office Activity Status• 81% of departments/offices have submitted the Department/Office

User Count

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Upcoming Finance Tasks• Grant/Project Costing Collection

• Grant Information Collection• Grant demographic information (Start/End Date, Grant Manager, etc.)

• Grant Project and Crosswalk Collection• Grant projects/activities• Grant project and index code crosswalk

• Capital Project Crosswalk Collection• Capital project and index code crosswalk

• Operating Project Collection• Define operating projects and activities

• AR Conversion Collection Tasks• Customer Collection• Open AR Collection 23

Change Network Office Hours• Wednesday, October 2, 2019 at 11:00 AM to 12:00 PM

• Wednesday, October 9, 2019 at 11:00 AM to 12:00 PM

• Wednesday, October 16, 2019 at 11:00 AM to 12:00 PM

• Wednesday, October 23, 2019 at 11:00 AM to 12:00 PM

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Conference call details:

Dial Conference Toll-Free Dial-in Number: 1-888-408-9943.Participants – Enter the 6 or 7-digit GUEST CODE followed by the # key.

Guest Code/Access : 3169187#

In-person Change Agent Meetings

• Wednesday, October 30, 2019 at 11:00 AM to 12:00 PM

• Wednesday, December 4, 2019 at 11:00 AM to 12:00 PM

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Contact Us

Email us EDGE@Miamidade.gov

Visit the EDGE Website http://www8.miamidade.gov/employee/edge.page

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Questions?

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Appendix

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Departmental/Office Activity Checklist

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• Available for download on the EDGE Website as a Microsoft Excel spreadsheetStrategic Area Business Leadership Councils → Change Management / Training → Documents and Resources

Departmental/Office Activity Checklist Status• EDGE Project Team will update the Status of Departmental/Office. • Once the task is completed and emailed to the EDGE Project

Team• A confirmation email will be sent from the EDGE Project Team to the

Change Agent• EDGE Project Team will update the submission status of

Department/Office within the Activity Checklist• The submitted task will be forwarded to the respective Strategic Area for

review • Only if necessary will further feedback be provided.

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