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Business Application Services (CORE) Publications - Financials Advisory Board Meeting December 8, 2011

The following is a text transcript of the presentation made at the BAS (CORE) Oklahoma Financials Advisory Board (FAB) meeting in December 2011.

Slide 1

Financials Advisory Board

December 8, 2011

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

Jennie Pratt - (405) 521-6160 - jennie.pratt@0sf.ok.gov
Patricia Garcia - (405) 522-6855 - patricia.garcia@osf.ok.gov
Jim Bresemann - (405) 522-1762 - james.bresemann@osf.ok.gov
Ronney Maxwell - (405) 522-1744 - ronney.maxwell@osf.ok.gov
Danny Fitzpatrick - (405) 522-3971 - danny.fitzpatrick@osf.state.ok.us

Slide 5

Financials Advisory Board Members

Suzen Rodesney - Department of Mines
Tom James - Department of Corrections (Corrections)
Pam Leuty - Corrections
Lisa McKim - Department of Tourism
Cindy Hughes, Department of Public Safety (DPS)
Steve Coffman - Conservation Commission
Travis Monroe - Office of the State Treasurer (Treasurer)
Lisa Hayes - Real Estate Commission
Grace Brown - Department of Health
Chelley Hilmes - Oklahoma Department of Transportation (ODOT)
Marilyn Capps - Office of Personnel Management (OPM)
Karen Walllis - ODOT
Mary Reznicek - Oklahoma State Bureau of Investigation (OSBI)
Eddie Lee - Department of Rehabilitative Services
Jim Aulgur - Career Tech

Slide 6

Agenda

Project Updates

Slide 7

Projects Completed Since Last FAB

ELM Rollout Phase II: Schedule, green; Budget, green.

Slide 8

Current Projects

GPC/Inventory ODOT
PeopleSoft Extract Staging Environment
IT Consolidation
Financial Analytical
Grants Provisioning - Commerce
Grants Provisioning - Tobacco Settlement Endowment Trust (TSET)
Grants Provisioning - District Attorneys Council (DAC)
Grants Provisioning - Oklahoma Office of Homeland Security (OKOHS)
Grants Provisioning - Oklahoma Center for the Advancement of Science and Technology (OCAST)
Grants Provisioning - Homeland Security
Licensing - Department of Health
Licensing - Construction Industries Board (CIB)

Slide 10

Licensing - Accountancy Board
Licensing - Real Estate Commission
Licensing - Pet Breeders
Oklahoma State Department of Health
ACES Replacement - Treasury
OST Cash Management
Electronic Payments

Slide 10

Business Application Services

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 ODOT, execution
2012
- Inventory Rollout, concept
2013
- Inventory Rollout, concept

Financial Management

2011
- Treasury General Ledger (GL), close
- Expense Module, planning
- P-Card Bank of America (BOA), Transition, close
- 3% Backup Withholding, concept
- Backfill Developers, Execution
2012
- Voucher Build, concept
- Budget Upgrade, concept
- Backfill Developers, concept
- Financials Upgrade, concept
- Treasury Module, concept
- eBill Pay, initiation
2013
- Backfill Developers
- P-Card Module

Enterprise Service Automation

2011
- Department of 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
- Enterprise Learning Rollout, execution
- Human Resources (HR) Dashboard and new Functions, concept
- Absence Management, concept
- Manager Self Service (MSS) rollout, concept
- Higher Education Interface, execution
- ODOT Time and Labor Manager Self Service (MSS), execution
2012
- Enterprise Learning Rollout, concept
- MSS Rollout, concept
- Apply HCM Bundles, concept
2013
- Organization Publisher, initiation
- Enterprise Learning Rollout, concept
- E-Performance, concept

Other

2011
- OpenBooks Phase III, close
- Data Staging Area, close
- Data.gov, close
- Business Intelligence Financial Analytics, planning
- Grants Provisioning, planning
2012
- Licensing, planning
- Licensing Rollout, concept
- Grants Provisioning 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 Analytics, concept

Slide 11

Agencies on GPC/AR/Billing

Department of Environmental Quality
Department of Commerce
Employment Security Commission
Department of Mines
OSF Broadband
Water Resources Board

Slide 12

Agencies on Assets

Department of Mental Health
Department of Environmental Quality
Tax Commission
Police Pension
Department of Commerce
Employment Security Commission
Department of Transportation
Department of Security
Uniform Building Code Commission
Commercial Pet Breeders Board
OSF

Slide 13

Agencies on Inventory

Department of Mental Health

Slide 14

Agenda

Issues

Slide 15

Issues

Issues	Solutions

Slide 16

Agenda

Metrics

Slide 17

Business Services Change Requests On Time (Detail)

January (Financials): completed, 9; not completed, 3.
February (HCM): completed 64; not completed, 13.
March (FIN): completed, 12; not completed, 7.
April (HCM); completed, 27; not completed, 5.
May (FIN): completed, 18; not completed, 3.
June (HCM): completed, 24; not completed, 4.
July (FIN): completed, 19; not completed, 3.
August (HCM): completed, 21; not completed, 4.
September (FIN): completed, 15; not completed, 3.
October (HCM) completed, 8; not completed, 7.
November (FIN): completed, 15, not completed, 4.

Slide 18

January (Financials): Enhanced Service Requests (ESRs) completed, 9; not completed, 3; 75 percent; unplanned completed 10.
February (HCM): ESRs completed 64; not completed, 13; 83 percent; unplanned completed 15.
March (FIN): ESRs completed, 12; not completed, 7; 63 percent; unplanned completed 12.
April (HCM); ESRs completed, 27; not completed, 5; 84 percent; unplanned completed 13.
May (FIN): ESRs completed, 18; not completed, 3; 86 percent; unplanned completed 17.
June (HCM): ESRs completed, 24; not completed, 4; 86 percent; unplanned completed 10. .
July (FIN): ESRs completed, 19; not completed, 3; 84 percent; unplanned completed 7.
August (HCM): ESRs completed, 21; not completed, 4; 84 percent; unplanned completed 11.
September (FIN): ESRs completed, 15; not completed, 3; 83 percent; unplanned completed 19.
October (HCM): ESRs completed, 8; not completed, 7; 53 percent; unplanned completed, 5.
November (FIN): ESRs completed, 15, not completed 4; 79 percent; unplanned completed, 8.

Slide 19

Agenda

Updates - Closed/Targets/Watch

Slide 20

Updates - Completed Items

Completed Items - Review List

19 items to be completed in the new reporting period
Status
- 15 items from list completed
- 4 items from list not completed
- 10 item completed after target date
25 total items completed