CORE Publications - HCM Advisory Board Meeting January 19, 2011

The following is a text transcript of the presentation made at the CORE Oklahoma HCM Advisory Board meeting in January 2011.

Slide 1

HCM Advisory Board

January 19, 2011

Slide 2

Agenda

• Members
• Project Updates
• Issues
• 60 Day Target Review
• Feedback and Questions
• Other

Slide 3

HCM Advisory Board Contact Information

• Michael Grisser - 522-1714 - michael.grisser@osf.ok.gov
• Carol Barton - 522-4363 - carol.barton@osf.ok.gov
• Nancy Tarrant- 522-4363 - nancy.tarrant@osf.ok.gov
• Alan Binegar - 522-1712 - alan.binegar@osf.ok.gov
• Tom Patt - 522-0422 - tom.patt.opm.ok.gov
• Everett Slavik - 522-0123 - everett.slavik@opm.ok.gov
• Other Members
  • Tom Spencer - 858-6737 - tspencer@opers.ok.gov
  • Dan Melton - 232-1190 - dmelton@ebc.state.ok.us

Slide 4

HCM Advisory Board Members

• Cynthia Zinn, Oklahoma Healthcare Authority
• Margot Barnes, Oklahoma Department of Human Services (DHS)
• Gary Sloup, Oklahoma Department of Transportation (ODOT)
• Cindy Leonard, Oklahoma Department of Corrections
• Leanne Beale, Oklahoma State Department of Health
• Lucinda Meltabarger, Office of State Finance (OSF)
• Lee Ann Gregory, Career Tech
• Linda Phillips, Department of Public Safety (DPS)
• Diane Haser-Bennett, DHS
• Christina Hamilton, Department of Commerce (Commerce)
• Ayana Wilkins, Department of Environmental Quality (DEQ)

Slide 5

Agenda

• Project Updates

Slide 6

Completed Projects Since Last HCM Advisory Board

• Department of Central Services (DCS) Vendor Registration: Schedule, Red; Budget, Green
• P-Card - Bank of America (BOA) Transitions: Schedule, Green, Budget, Green
• Grants/Projects/Contracts (GPC)/Time and Labor (T&L) Extended - Department of Commerce and DEQ: Schedule, Green; Budget, Yellow.
• Time and Labor Pilot: Schedule, Red; Budget, Green
• Customer Relations Management (CRM) Upgrade - Helpdesk: Schedule, Green; Budget, Green.
• Enterprise Learning Management (ELM) - Career Tech, ODOT, Oklahoma State and Education Employees Group Insurance Board (OSEEGIB) (Incremental Delivery): Schedule, Green; Budget, Green.

Slide 7

Multi-Agency Business Services Opportunity Map

Images of a flow chart showing opportunities, phase and status for three-year period.

Assets

• 2011
  • Asset Management Rollout Tax Commission, execution
•  2012
  • Scanning and bar coding, planning
  • Asset Management Rollout, concept

Supply Chain Management

• 2011
  • Inventory Mental Health, close
• 2012
  • Inventory ODOT, execution
  • Inventory Rollout, concept
• 2013
  • Inventory Rollout, concept

Financial Management

• 2011
  • PCard BOA transition, close
  • Treasury General Ledger (GL), close
  • Loan Procession, execution
  • 3% Backup Withholdings, concept
  • ODOT Accounts Receivable (AR) Billing, execution
  • Backfill Developers, execution
• 2012
  • eBill Pay, initiation
  • Expense Module, planning
  • Voucher Build, concept
  • Budget Upgrade
  • Financials Upgrade
  • Treasury Module, concept
• 2013
  • Backfill Developers, concept
  • P-card Module, concept

Enterprise Service Automation

• 2011
  • Grants, Projects, Contracts (GPC) Pilot OESC, close
  • Mines GPC AR/BI, execution
  • Broadband GPC AR/BI, execution
  • GPC ODOT, execution
• 2012
  • GPC AR/BI Rollout, initiation
• 2013
  • GPC Rollout, concept

Human Capital Management (HCM)

• 2011
  • Time and Labor (T&L) Pilot, close
  • Enterprise Learning, Rollout, close
  • Human Relations Dashboard and New Functions, concept
  • Leave Request Approval, concept
  • Manager Self Service (MSS) Rollout, concept
  • Higher Education Interface, execution
  • ODOT T&L MSS, execution
• 2012
  • Enterprise Learning Rollout, concept
  • Apply HCM Bundles, concept
• 2013
  • Organization Publisher, initiation
  • Enterprise Learning Rollout, concept
  • E-Performance, concept

Other

• 2011
  • OpenBooks Phase 3, close
  • data.gov, close
  • Business Intelligence Financial Analytics, planning
  • Grants Provisioning, planning
• 2012
  • Data Staging Area, close
  • Licensing, planning
  • Grants Provisioning Rollout, concept
  • Licensing Rollout, concept
• 2013
  • Archiving Phase 2, concept
  • Governmental Risk and Compliance, concept
  • Training Web Delivery, concept
  • Portal - PeopleSoft Sign on Consolidation

Supplier Relationship

• 2012
  • e-Procurement, concept
  • Business Intelligence Purchase Order Analytic, concept

Slide 8

Agenda

• Issues

Slide 9

Slide 10

Agenda

• 60 Day Target Review

Slide 11

Application Enhancement Service Requests

• January 2010: Pending, 59 Technical; Development, 42 Technical; UAT, 24 Technical; Closed, 16 Technical.
• February 2010: Pending, 72 Technical; Development, 37 Technical; UAT, 26 Technical; Closed, 9 Technical.
• March 2010: Pending, 79 Technical; Development, 25 Technical; UAT, 23 Technical; Closed, 17 Technical.
• April 2010: Pending, 122 Technical; Development, 27 Technical; UAT, 16 Technical; Closed, 19 Technical.
• May 2010: Pending, 125 Technical; Development, 22 Technical; UAT, 18 Technical; Closed, 22.
• June 2010: Pending, 87 Technical, 37 Functional; Development, 22 Technical, 1 Functional; UAT, 22 Technical, 1 Functional; Closed, 13 Technical, 13 Functional.
• July 2010: Pending, 90 Technical, 28 Functional; Development, 21 Technical, 12 Functional; UAT, 6 Technical; Closed, 13 Technical, 13 Functional.
• August 2010: Pending, 85 Technical, 27 Functional; Development, 20 Technical, 12 Functional; UAT, 9 Technical, 2 Functional; Closed, 13 Technical, 3 Functional.
• September 2010: Pending, 87 Technical, 32 Functional; Development, 87 Technical, 11 Functional; UAT, 7 Technical, 3 Functional; Closed, 12 Technical, 8 Functional.
• October 2010: Pending, 87 Technical, 23 Functional; Development, 27 Technical, 10 Functional; UAT, 11 Technical, 3 Functional; Closed, 5 Technical, 10 Functional.
• November 2010: Pending, 84 Technical; 61 Functional; Development, 33 Technical, 8 Functional; UAT, 7 Technical, 2 Functional; Closed, 11 Technical, 10 Functional.
• December 2010: Pending, 84 Technical, 61 Functional; Development, 35 Technical, 7 Functional; UAT, 11 Technical, 1 Functional; Closed, 16 Technical, 25 Functional.

Slide 12

Planned Enhancement Service Requests on Time Completion

• March (Financials); 6 ESRs completed, 2 ESRs not completed, 5 unplanned completed.
• May (Financials); 3 ESRs completed, 5 ESRs not completed, 4 unplanned completed.
• July (Financials); 6 ESRs completed, 1 ESRs not completed, 1 unplanned completed.
• August (HCM); 18 ESRs completed, 4 ESRs not completed, 7 unplanned completed.
• September (Financials); 9 ESRs completed, 0 ESRs not completed, 5 unplanned completed.
• October (HCM); 12 ESRs completed, 10 ESRs not completed, 10 unplanned completed.
• Novermber (Financials); 12 ESRs completed, 1 ESRs not completed, 1 unplanned completed.
• December (HCM); 26 ESRs completed, 5 ESRs not completed, 16 unplanned completed.

Slide 13

Updates - Completed Items

• 31 Items to be completed in the new reporting period.
• Status
  • 26 items from list completed
  • 5 items from list not completed
  • 16 additional items completed that were not on the list

Slide 14

Update - 60 Day Target Items

• 60 Day Target Items - Review List
  • Discussion - questions/proposed changes/clarification

Slide 15

Update - Watch Items List

• Watch Items - Review List
  • Discussion - questions/proposed changes/clarification

Slide 16

Agenda

• Feedback and Questions

Slide 17

Feedback and Questions

Slide 18

Agenda

• Other

Slide 19

Other

Goals for Meeting

• Get through the Project updates quickly
• Work through the 60 day target Items
• Have and optional time at the end of the meeting for those who wish to stay
  • Topics may include
    • OSF procedures - to help with understanding
    • Product demos
    • Deep dive discussions
  • This part of the meeting is for your benefit - we are open to suggestions

Slide 20

Other

Development Request Review