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Home / Customer Portal / Business Application Services Essentials / Publications / Business Application Services (CORE) Financials Advisory Board Meeting December 16, 2010

Business Application Services (CORE) Publications - Financials Advisory Board Meeting December 16, 2010

The following is a text transcript of the presentation made at the (BAS) CORE Oklahoma Financials Advisory Board (FAB) meeting in December 2010.

Slide 1

Financials Advisory Board

December 16, 2010

Slide 2

Agenda

  • Welcome/Members
  • Project Updates
  • Issues
  • Metrics
  • Updates - Closed/Targets/Watch
  • Feedback and Questions
  • Other

Slide 3

Agenda

  • Welcome/Members

Slide 4

Office of State Finance (OSF) Group Contact Information

Slide 5

Financials Advisory Board Members

  • Suzen Rodesney - Department of Mines
  • Lisa McKim - Department of Tourism
  • Cindy Hughes, Department of Public Safety (DPS)
  • Steve Coffman - Conservation Commission
  • Stacy Willis - Department of Commerce (DOC)
  • Lisa Hayes - Real Estate Commission
  • Grace Brown - Department of Health
  • Patrick Farris - Department of Environmental Quality (DEQ)
  • Chelley Hilmes - Oklahoma Department of Transportation (ODOT)
  • Marilyn Capps - Office of Personnel Management (OPM)
  • Tina Hicks - Department of Corrections
  • Karen Walllis - ODOT
  • Mary Reznicek - Oklahoma State Bureau of Investigation (OSBI)
  • Eddie Lee - Department of Rehabilitative Services
  • Jim Aulgur - Career Tech

Slide 6

Agenda

  • Welcome/Members
  • Project Updates

Slide 7

Projects Completed Since Last FAB

Assets Oklahoma Department of Transportation (ODOT): Schedule, green; Budget, green.

Department of Central Services (DCS) Vendor Registration: Schedule, red; Busget Green.

Slide 8

Multi-Agency Business Services Opportunity Map

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

Assets

  • 2010
    • Asset Management Pilot, close
  • 2011
    • Asset Management Rollout, execution.
    • Asset Management ODOT, execution
    • Scanning and bar coding, planning.

Supply Chain Management

  • 2010
    • Integrated Item Maintenance, close
    • Inventory Mental Health, execution
  • 2011
    • Inventory ODOT, execution
    • Inventory Implementation, concept
  • 2012
    • Inventory Rollout, concept

Financial Management

  • 2010
    • Deposits, close
    • Office of State Finance (OSF)/ODOT Accounts Receivable (AR) Billing, close
    • Backfill Developers, close
    • Accounts Payable (AP) Workflow, close
    • EFT Remittance, execution, close
    • Treasury General Ledger (GL), execution
    • Backfill Developers, execution
  • 2011
    • Apply Bundles 2011, concept
    • eBill Pay, initiation
    • Expense Module, planning
    • Voucher Build, concept
    • P-Card Bank of America (BOA), Transition, concept
    • 3% Backup Withholding, concept, new project
    • Treasury Module, concept
  • 2012
    • Financials Upgrade, concept
    • P-Card Module, concept

Enterprise Service Automation

  • 2010
    •  Grants, Projects, Contracts (GPC) Pilot, Oklahoma Employment Security Commission (OESC), close
    • GPC ODOT/, execution
    • GPC Pilot Oklahoma Department of Commerce (ODOC) and Department of Environmental Quality (DEQ), execution
  • 2011
    • GPC Rollout, initiation
  • 2012
    • GPC Rollout, concept

Human Capital Management (HCM)

  • 2010
    • Time and Labor (T&L) Pilot, execution
    • T&L Manager Self Service Pilot, close
    • Enterprise Learning Rollout, planning
    • Commitment Accounting Rollout, close
    • Human Capital Management (HCM) Functionality Enhance, close
    • Employee Self Service Rollout, close
    • ODOT T&L Manager Self Service (MSS), execution
    • Time and Labor for Non biweekly, execution
    • Higher Education Interface, execution
  • 2011
    • T&L Manager Self Service Rollout, concept
    • Apply Bundles 2011, concept
    • T&L Rollout, initiation
    • Leave Request Approval, concept
    • Organization Publisher, initiation
  • 2012
    • Apply Bundles, concept
    • E-Performance, concept

Other

  • 2010
    • Licensing, planning
    • ARRA Transparency, close
    • Grants Provisioning, planning
    • Data Staging Area, close
    • OpenBooks Phase 3, planning
    • PeopleTools 8.49, execution
  • 2011
    • Business Intelligence Financial Analytics, planning
    • Archiving Phase 2, concept
    • FFATA Transparency, concept
    • Governmental Risk and Compliance, concept
  • 2012
    • Training Web Delivery, concept
    • Portal PeopleSoft Sign On Consolidation, concept
    • Address Scrubbing Software, concept
    • Budget, concept

Supplier Relationship

  • 2010
    • Vendor Registration, execution
    • Strategic Sourcing - e-Supplier Rollout, concept
  • 2011
    • e-Procurement, concept

Slide 9

Projects in Execution Delivery Schedule

  • GPC/AR/Billing ODOT: July 2009-July 2010
  • Inventory ODOT: August 2009-July 2010
  • T&L Manager Self Service ODOT: March-July 2010
  • PeopleSoft Extract Staging Environment: December 2009-August 2010
  • Time and Labor Pilot: January 2009-December 2010
  • Assets ODOT: September-November 2010
  • GPC/AR/Billing/Time and Labor Extended Commerce/DEQ: March-December 2010
  • OpenBooks Phase III: April-December 2011
  • P-Card BOA Transition: May-December 2010
  • Treasurer General Ledger Implementation: September-December 2010
  • Asset Management Rollout - Tax Commission: December 2010-May 2011
  • Fiscal Year 2011 Technical Backfill: July 2010-June 2011
  • Enterprise Learning Management Rollout: August 2010-July 2011
  • Higher Education Interface: May 2010-December 2011

Slide 10

Agenda

  • Welcome
  • Project Updates
  • Issues

Slide 11

Issues

Issues Solutions
1) Time BAS team can commit to continuous improvement. There are numerous projects coming to conclusion in the next few months as well as calendar year end tasks. The next reporting period may be a little lighter for enhancement requests. SOLUTION: Make sure we estimate realistic workload projections and prioritize appropriately

Slide 12

Agenda

  • Welcome/members
  • Project Updates
  • Issues
  • Metrics

Slide 13

Application Enhancement Service Requests

  • December 2009: pending, 54 technical; development, 47 technical; UAT, 27 technical; closed 8 technical.
  • 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, 22 technical; closed, 22 technical.
  • June 2010: pending, 87 technical, 37 functional; development, 22 technical, 1 functional; UAT, 11 technical, 1 functional; closed, 13 technical, 10 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, 7 functional.
  • September 2010: pending, 87 technical, 32 functional; development, 27 technical, 11 functional; UAT, 7 technical, 3 functional; closed, 7 technical, 8 functional.
  • October 2010: pending, 87 technical, 23 functional; development, 27 technical, 10 functional; UAT, 11 technical, 2 functional; closed, 11 technical, 10 functional.
  • November 2010: pending, 84 technical, 36 functional; development, 33 technical, 8 functional; UAT, 7 technical, 2 functional; closed, 11 technical, 10 functional.

Slide 14

Planned Enhancement Service Requests (ESRs) On -Time Completion

Based on 60-Day Plan

  • March (Financials): ESRs completed, 6; ESRs not completed, 2; unplanned completed, 5.
  • May (Financials):  ESRs completed, 3; ESRs not completed, 5; unplanned completed, 4.
  • July (Financials): ESRs completed, 6; ESRs not completed, 1; unplanned completed, 1.
  • August (Human Capital Management): ESRs completed, 18; ESRs not completed, 4; unplanned completed, 7.
  • September (Financials): ESRs completed, 9; ESRs not completed, 0; unplanned completed, 5.
  • October HCM): ESRs completed, 12; ESRs not completed, 10; unplanned completed, 10.
  • November (Financials): ESRs completed, 12; ESRs not completed, 1; unplanned completed, 1.

Slide 15

Agenda

  • Welcome/members
  • Project Updates
  • Issues
  • Metrics
  • Updates - Closed/Targets/Watch

Slide 16

Updates - Completed Items

Completed Items - Review List

  • 13 items to be completed in the new reporting period
  • Status
    • 12 items from list completed
    • 1 items from list not completed
    • 1 item completed after target date
  • 13 total items completed

Slide 17

Update - 60-Day Target Items

60-Day Target Items - Review List

  • Discussion - questions/proposed changes/clarification

Slide 18

Update - Watch Items List

Watch Items -Review List

  • Discussion - questions/proposed changes/clarification

Slide 19

Agenda

  • Welcome
  • FAB Purpose
  • Project Updates
  • Issues
  • Updates
  • Feedback and Questions
  • Other

 

 

 

 

 

 

Last Modified on 03/13/2012
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