Download - 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

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Agenda


Introductions

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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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Agenda



Introductions

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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 Resources Spend 67% of Their Time on Projects and 33% On Support


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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Agenda




Introductions

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CORE Opportunity Map

Enterprise Service Automation Human Capital Management Other Supplier Relationship

Fin

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2009 2010 2011

Time and Labor Pilot

Commitment Accounting

HCM V9.0Employee

Self Service Pilot

Enterprise Learning

Mgmt - DEQ


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


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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Agenda





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


HCM V9.0Employee

Self Service Pilot

Enterprise Learning

Mgmt - DEQ


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


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


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

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Nov

Dec

Jan

Feb

Mch

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May

Jun

Ju

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Aug

Sep

Oc

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HCM 9.0 Upgrade

Travel expense EFT


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

r

May

Jne

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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

Sep

Oc

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No

v

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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Agenda





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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Agenda





Introductions

Issues

Feedback and Questions