Business Application Services (CORE) Publications - Executive Board Meeting August 18, 2010
The following is a text transcript of the presentation made at the BAS (CORE) Oklahoma Executive Board meeting in August 2010.
Slide 1
BAS Executive Board August 18, 2010
Next CEB Scheduled - September 22, 2010
Slide 2
Agenda
- SQL Requests/Problem Management Summary
- Completed Projects
- Portfolio
- Priority
- Execution Delivery Schedule
- Projects in Movement
- Program Status
- Application Development Service Request Summary
- Scorecard
- Executive Issues
Slide 3
Problem Management SQL Requests
SQL Requests in Total August 2009 to July 2010
| |
August 2009 |
Sept 2009 |
Oct 2009 |
Nov 2009 |
Dec 2009 |
Jan 2010 |
Feb 2010 |
March 2010 |
April 2010 |
May 2010 |
June 2010 |
July 2010 |
| ARBI |
0 |
0 |
0 |
1 |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
| CRM |
0 |
0 |
0 |
1 |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
3 |
| DBA/System |
0 |
0 |
0 |
0 |
0 |
0 |
4 |
4 |
2 |
0 |
0 |
4 |
| Procurement |
1 |
5 |
2 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
| HRMS |
24 |
13 |
10 |
3 |
6 |
10 |
12 |
14 |
15 |
11 |
11 |
0 |
| Financial |
14 |
10 |
4 |
14 |
8 |
8 |
6 |
1 |
2 |
7 |
8 |
2 |
| EPM |
0 |
1 |
1 |
0 |
0 |
1 |
0 |
0 |
0 |
0 |
0 |
1 |
| ELM |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
| Purchasing |
0 |
0 |
0 |
0 |
4 |
8 |
0 |
0 |
2 |
0 |
0 |
0 |
Legend
- ARBI - Accounts Receivable/Business Intelligence
- CRM - Customer Relationship Management
- HRMS - Human Resources Management Systems
- EPM - Enterprise Performance Management
- ELM - Enterprise Learning Management
- DBA/System - Database
Slide 4
Problem Management Summary
| Summary |
Total Problems |
Resolved or Resolution in Process |
Investigating |
Resolved by Future Functionality |
DR to be Created |
Monitor |
| Financial |
14 |
8 |
2 |
4 |
0 |
0 |
| PO |
2 |
1 |
1 |
0 |
0 |
0 |
| HCM |
18 |
12 |
1 |
0 |
4 |
1 |
| DBA/System |
3 |
0 |
2 |
0 |
0 |
1 |
| Total |
37 |
21 |
6 |
4 |
4 |
2 |
Slide 5
Completed Project, since last BAS Executive Board
- Inventory Pilot - Department of Mental Health, Schedule (Green); Budget (Green)
Slide 6
Portfolio Priority 1-17
| Project Name |
Project Manager |
Dept |
Function |
Current Project Phase |
Priority within Function |
| Backfill Developers for Production Support and Enhancements 2011 |
Fred Cantrell |
BAS |
Financial Mgmt + Human Capital Mgmt |
Execution |
1 |
| Time and Labor Pilot/ Oklahoma Department of Transportation (ODOT) |
Alex / Kim |
BAS |
Human Capital Mgmt |
Execution |
2 |
| Department of Central Services (DCS) Vendor Registration |
Lisa McKeithan |
BAS |
Supply Chain Management |
Execution |
4 |
| P-Card - Bank of America (BOA) Transition |
Lisa McKeithan |
BAS |
Financial Management |
Planning, Execution |
5 |
| Grants, Projects, Contract (GPC), Account Receivable Billing, Time &Labor Extended Departments of Commerce (Commerce) and Environmental Quality (DEQ) |
Alex / Kim |
BAS |
Enterprise Service Automation |
Execution |
6 |
| Higher Education Interface |
Lisa McKeithan |
BAS |
Human Capital Management |
Execution |
7 |
| PeopleTools 8.49 |
Mike Jorski |
AppDev |
CORE FIN, CRM, EPM |
Execution |
8 |
| Inventory - ODOT |
Alex / Kim |
BAS |
Supply chain management |
Execution |
9 |
| Assets - ODOT |
Alex |
BAS |
Financial management |
Execution |
10 |
| GPC - ODOT |
Alex / Kim |
BAS |
Enterprise Service Automation |
Execution |
11 |
| T&L Manager Self Service ODOT Pilot |
Alex / Kim |
BAS |
Enterprise Service Automation |
Execution |
12 |
| Treasury General Ledger (GL) Implementation |
Alex |
BAS |
Financial management |
Execution |
13 |
| PeopleSoft Extract Staging Environment |
Lisa McKeithan |
BAS |
Other |
Planning |
14 |
| Business Intelligence Financial Analytics |
Lisa McKeithan |
BAS |
Other |
Planning |
15 |
| OpenBooks - Phase III |
Lisa McKeithan |
BAS |
Other |
Execution |
16 |
| Asset Management Rollout |
Michael Grisser |
BAS |
Assets |
Execution |
17 |
Slide 7
Portfolio Priority 18-24
| Project Name |
Project Manager |
Dept |
Function |
Current Project Phase |
Priority within Function |
| data.gov |
Lisa McKeithan |
BAS |
Transparency |
Initiation |
18 |
| Grants - Provisioning |
Lisa McKeithan |
BAS |
Other |
Planning |
19 |
| Licensing |
Lisa McKeithan |
BAS |
Other |
Planning |
20 |
| Enterprise Learning Management - Rollout |
Michael Grisser |
BAS |
Human Capital management |
Execution |
21 |
| Scanning and Bar-coding for Phase II modules |
Alex |
BAS |
Assets |
Concept |
22 |
| Expense Module |
Alex/Kim |
BAS |
Financial management |
Planning, Execution |
23 |
| Budget |
Lisa McKeithan |
BAS |
Other |
Concept, Initiation |
24 |
| eBill Payment |
Lisa McKeithan |
BAS |
Financial Mgmt |
Concept |
|
| Federal Funding Accountability and Transparency Act (FFATA) |
Lisa McKeithan |
BAS |
Accounts Payable |
Concept |
|
| 3% Federal Withholding |
Lisa McKeithan |
BAS |
Accounts Payable |
Concept |
|
Slide 8
Projects in Execution Delivery Schedule
- Time and Labor Pilot / ODOT - June 2009-July 2010
- GPC, A/R, Billing / ODOT - July 2009-July 2010
- Inventory ODOT - August 2009-July 2010
- T&L Manager Self Service ODOT - March-August 2010
- DCS Vendor Registration - December 2009-August 2010
- PeopleSoft Extract Staging Environment -January-August 2010
- PeopleTools 8.49 - September 2010
- Assets ODOT - September-November 2010
- GPC, A/R, Billing, T&L Extended / Commerce/DEQ - March-December 2010
- Treasury GL Implementation - April-December 2010
- OpenBooks - Phase III - May-December 2010
- P-Card - BOA Transition - September-December 2010
- FY11 Technical Backfill - July 2010-June 2011
- ELM rollout - August 2010-July 2011
- Asset Management Rollout - May 2010-July 2011
- Higher education interface - May 2010-October 2011
Slide 9
Detailed Milestone Plan, 2800 - Pcard - Bank of America Transition
Build interfaces between state and Bank of America (new Pcard vendor). Interfaces include: GL Export, Voucher Build, 1099 Load and OpenBooks.
Milestone Plan +/- 10%
- Define requirements with BOA. (Task, May-July 2010)
- GL Export - Development and Testing (Task, August-September 2010)
- GL Export Go-Live (Milestone, 9/1/2010)
- Voucher Build - Development and Testing. (August-October 2010)
- Voucher Build Go-Live (Milestone, mid-October 2010)
- 1099 Load - Development and Testing (Task, September-December 2010)
- 1099 Go-Live (Milestone, mid-December 2010)
Issues
- One outbound interface: GL Exports.
- Two inbound interfaces: Vouchers, 1099s and OpenBooks.
Slide 10
Detailed Milestone Plan, 2823 - Expenses - Pilot
Milestone Plan +/- 10%
- Project Start Up (Milestone, 9/1/2010)
- Business Process Analysis (Task, September 2010)
- Fit Analysis / Business Process Testing (Task, September-December 2010)
- Development (Task, October-December 2010)
- Integration Testing (Task, December 2010-January 2011)
- User Acceptance Testing (Task, January 2011)
- Go-Live (Milestone, 1/31/2011)
- Post Production Support (Task, February 2011)
Issues
- BAS staff not available.
- Plan utilizes new hire starting in November.
- May require additional backfill in GPC.
- Assumes 75% of a DCAR FTE and 50% of a BAS FTE.
- Best price for software is at quarter end continued with Analytics.
Slide 11
Detailed Milestone Plan, 2824 - Expenses Roll Out - Pilot
Milestone Schedule +/- 50%
- Prepare Implementation Packet (Task; Group B, March 2011; Group C, April 2011; Group D, June 2011; Group E, July 2011; Group F, September 2011; Group G, October 2011)
- Create Roles and Responsibilities (Task; Group B, March 2011; Group C, April 2011; Group D, June 2011; Group E, July 2011; Group F, September 2011; Group G, October 2011)
- Prepare and conduct kickoff (Task; Group B, March 2011; Group C, April 2011; Group D, June 2011; Group E, July 2011; Group F, September 2011; Group G, October 2011)
- Configure security (Task; Group B, March 2011; Group C, April-May 2011; Group D, June 2011; Group E, July-August 2011; Group F, September 2011; Group G, October-November 2011)
- Configure agency-specific expense table (Task; Group B, March-April 2011; Group C, April-May 2011; Group D, June-July 2011; Group E, July-August 2011; Group F, September-October 2011; Group G, November 2011)
- Conduct Training (Task; Group B, April 2011; Group C, May 2011; Group D, July 2011; Group E, August 2011; Group F, October 2011; Group G, November 2011)
- Conduct UAT (Task; Group B, April 2011; Group C, May 2011; Group D, July 2011; Group E, August 2011; Group F, October 2011; Group G, November 2011)
- Convert Data (Task; Group B, April 2011; Group C, May 2011; Group D, July 2011; Group E, August 2011; Group F, October 2011; Group G, November 2011)
- Go-Live Support (Task, April-November 2011)
Issues
- Cost will increase if BAS new hire is not available.
- Group B 3/1 - 4/15
- Group C 4/16 - 5/31
- Group D 6/1 - 7/15
- Group E 7/16 - 8/31
- Group F 9/1 - 10/15
- Group G 10/16 - 11/30
Slide 12
Program Status
HCM
Slide 13
BAS - 1080 Higher Education Payroll
- Status: Green
- Convert higher education agencies from the legacy payroll system to the PeopleSoft system.
Key Activities
| Task |
Start |
Finish |
| PY Test Scripts |
7/1/2010 |
7/31/2010 |
| HR Interface Testing - Round 2 |
7/5/2010 |
9/15/2010 |
| PY Conversion extract verification |
7/16/2010 |
9/30/2010 |
| PY Conversion/Interface Testing |
8/1/2010 |
To Be Determined (TBD) |
| Go-Live with University of Oklahoma (OU) |
|
TBD |
| Requires Awareness: |
- OU time is limited during August-September during enrollment.
- Re-assessing status, resources and timeline for implementing OU while maintaining the overall project schedule.
|
Slide 14
BAS - 2581 Time and Labor
- Status: Red
- This project is to address Time and Labor functionality for bi-weekly agencies. The pilot agencies are Oklahoma Employment Security Commission (OESC) and ODOT.
Requires Awareness: Integration and Use Acceptance Testing for ODOT will be scheduled to coincide with a re-baselined plan.
Slide 15
BAS - 2666 Grants, Projects Contracts with AR/Billing Monthly Extended Time and Labor
- Status: Green
- The team has completed the prototype Sessions with DEQ and Commerce and are in the process of Design and Configuration in preparation for integration testing.
Key Activities
| Task |
Start |
Finish |
| Develop & Unit Test (Rules, Conversions, Interfaces & Modifications |
6/7/2010 |
8/6/2010 |
| Define and Test Security Roles |
7/12/2010 |
7/23/2010 |
| Prepare for Integration Testing |
7/19/2010 |
8/6/2010 |
Slide 16
BAS - 2637 ELM Rollout
- Status: Green
- Rollout of ELM to agencies to be completed in three groups; Group A consists of Department of Career & Technology (800), CompSource Oklahoma (390), Department of Transportation (345), Administrative Office of the Courts (199, 219, 220, &677), Oklahoma Developmental Disabilities Council (a division of (830). Group A go-live date is 11/30/2010.
Key Activities
| Task |
Start |
End |
| Kickoff meeting with rollout agencies |
8/25/2010 |
8/25/2010 |
| Set up learning environments |
9/1/2010 |
10/25/2010 |
| Load HCM Data in Prod for messaging to LM Prod (email & reports to information. |
9/20/2010 |
10/10/2010 |
| Train agency SME's on config and setup for testing |
10/10/2010 |
11/30/2010 |
| Set up Prod Environments |
11/1/2010 |
11/25/2010 |
| Go Live |
11/30/2010 |
11/30/2010 |
Key Overall Issues
| Requires Awareness: |
- Confirm decision that we will not be rolling out large numbers of external learners.
- If agencies back out, we will find others to replace them or move to the next phase of the project (SCORM).
|
Slide 17
Program Status
Financials
Phase II Modules
Slide 18
BAS – 2611 PeopleTools 8.49
- Status: GREEN
- Upgrade EPM to PeopleTools version 8.49.
Key Activities
| Task |
Start |
Finish |
| Prepare Change Assistance & Stage Software |
8/30/2010 |
8/31/2010 |
| Upgrade & test non-prod EPM environments |
9/10/2010 |
9/24/2010 |
| Upgrade EPM production environment |
9/25/2010 |
9/25/2010 |
| Upgrade EPM development environment |
9/27/2010 |
9/28/2010 |
Key Overall Issues
| Requires Awareness: |
- Execution starts the end of August.
|
Slide 19
BAS - 2675 Data Staging Environment
- Status: Red
- Build staging environment containing PeopleSoft Extracts that will be used by ODOT.
Key Activities
| Task |
Start |
Finish |
ODOT Access |
| Phase I extracts (6) signed off by ODOT |
|
7/2/2010 |
|
| Assets (0523) & Projects (0514) have been re-migrated to FSTST2 and is ready for functional testing. |
6/25/2010 |
8/31/2010 |
8/31/2010 |
| Contracts (0513) & Billing (0512) have been re-migrated to FSTST2 and is ready for functional testing. |
6/25/2010 |
8/31/2010 |
8/31/2010 |
| Sign-off on Phase Modules |
|
8/15/2010 |
8/31/2010 |
| Inventory - define requirements |
7/1/2010 |
7/23/2010 |
|
| Inventory - programming |
7/30/2010 |
8/15/2010 |
9/20/2010 |
| Sign-off on Inventory |
|
8/31/2010 |
9/30/2010 |
Key Overall Issues
| Requires Awareness: |
- Scope increased to include inventory extracts.
- Need to resolve who is going to finish the testing.
|
Slide 20
BAS - 2681 DCS Vendor Registration
- Status: Green
- Build interfaces between ok.gov and PeopleSoft for validation and upload of vendor/bidder data into PeopleSoft.
Key Activities
| Task |
Start |
Finish |
| Go-live with vendor registration - Part 1 |
|
7/19/2010 |
| Development/Testing - Tech Specs 0027 - update 'look-up' functionality within PeopleSoft to include bidders |
6/4/2010 |
8/31/2010 |
| Development/Testing - Bidder to Vendor Update |
5/10/2010 |
8/31/2010 |
| Review/Revise process - OSF & DCS |
7/31/2010 |
7/31/2010 |
Key Overall Issues
| Requires Awareness: |
- Missed Phase I implementation by 19 days.
- DCS is working on Phase II for updated front-end. This will cause some reprogramming of the interface that will be tracked as a service request. Scheduled for the fall.
|
Slide 21
BAS- 2676 OpenBooks Phase III
- Status: Green
- Utilize OBIEE for OpenBooks reporting. Update ARRA reporting per Senate Bill 1759.
Key Activities
| Task |
Start |
Estimated Completion |
Finish |
| ARRA updates |
7/1/2010 |
9/15/2010 |
9/28/2010 |
| Expenditure and Funding (Build Data Interface Module (DIM)/Create Reports/Test) |
10/1/2010 |
12/31/2010 |
January 2011 |
| Pcard (Load/Build DIM/Create Reports/Test/Automate) |
6/1/2010 |
10/31/2010 |
January 2011 |
| Vendor Payments (Build DIM/Create Reports/Test) |
8/1/2010 |
9/30/2010 |
January 2011 |
| Payroll (Load/Build DIM/Create Reports/Test/Automate) |
8/1/2010 |
12/31/2010 |
January 2011 |
| Go-Live |
|
|
January 2011 |
Key Overall Issues
| Requires Awareness: |
- Determine approach for the file transfer/load.
- Possible upgrade to v11 (XML export functionality.
- Financials Analytics will not start until this is complete.
- Potential Conflicts:
- ARRA Reporting (October)
- FFATA
|
Slide 22
BAS - Asset Management Rollout
- Status: Green
- Meetings to be held to prepare for Kickoff Session. Will not make much progress until August after the DMH Inventory Implementation is completed, consulting resources are filled and DCS participation is resolved.
Key Activities
| Task |
Start |
Finish |
| Prepare for and conduct project kickoff |
TBD |
TBD |
| Configure and verify agency conversion data |
9/16/2010 |
12/5/2010 |
| Perform test Loads |
10/26/2010 |
11/15/2010 |
| Train agency users |
11/17/2010 |
12/05/2010 |
Key Overall Issues
| Requires Awareness: |
- DCS resource is not committed to the project - Meeting scheduled with DCS on 8/17. If no DCS resource, rollout plan may need to be adjusted.
- Patricia not available until August.
- Brenda to also assist with agency buy in to rollout plan.
- Lost consulting resource; took another assignment - Will be on site no later than 8/23. Will delay start but will not affect ODOT assets.
- ODOT assets and loss of consultant require re-baselining of rollout timeline.
|
Slide 23
BAS - 2692 Treasury GL Implementation
- Status: Green
- The team is in the process of identifying final requirements, approach and impacts.
- The team is currently behind schedule regarding requirements and configuration. A plan for getting back on track is being created.
Key Activities
| Task |
Start |
Finish |
| Identify development requirements |
5/28/2010 |
7/2/2010 |
| Configuration |
7/6/2010 |
7/13/2010 |
| Create Business Process Flows, Reconciliation Points, Checklists |
7/6/2010 |
8/19/2010 |
| Define security |
7/14/2010 |
9/1/2010 |
| Create Development Requests |
8/2/2010 |
8/20/2010 |
Key Overall Issues
| Requires Awareness: |
- Office of the State Treasurer has requested that their go-live date be moved to a month-end. Rather than go live on 11/15/2010 they would like to look at either 10/31/10 or 12/31/2010.
- Maximus is supplying extra resources to ensure on-time delivery.
|
Slide 24
BAS - 2810 Assets ODOT
- Status: Green
- AM consultant selected.
Key Activities
| Task |
% Complete |
Start |
Finish |
| Clean-up and format asset conversion data for FY 2010 |
100 |
7/1/2010 |
8/13/2010 |
| Prepare for integration testing |
|
8/16/2010 |
8/27/2010 |
| Perform integration testing |
|
8/30/2010 |
9/24/2010 |
| Prepare for User Acceptance Testing |
|
9/27/2010 |
10/4/2010 |
| Perform User Acceptance Testing |
|
10/5/2010 |
10/22/2010 |
Slide 25
BAS - 2599 Grants, Projects, Contracts with AR/Billing
- Status: Red
- This project is on hold.
Key Activities
| Task |
Start |
Finish |
| Functional Unit Testing - ODOT (see below) |
|
|
| Requires Awareness: |
- ODOT cannot supply a date for conversion of legacy data.
|
Slide 26
BAS - 2610 Inventory ODOT
Key Activities
| Task |
Start |
Finish |
| Integration Testing |
|
|
| Prepare for User Acceptance Testing |
|
|
| User Acceptance Testing |
|
|
| Go Live |
|
|
Slide 27
BAS - 2674 Manager Self Service ODOT/Pilot
- Status: Red
- Project was planned in two phases: (1) limited salary personnel April 24 (complete) and (2) all non Agile Asset personnel to coincide with ODOT GPC go-live date - on hold.
Key Activities
| Task |
% Completed |
Start |
Finish |
| Go-live Limited Pilot - complete |
100 |
4/24/2010 |
4/24/2010 |
| Requirements - Full implementation - Complete |
100 |
3/23/2010 |
4/7/2010 |
Slide 28
Application Enhancement Service Requests
- August 2009 - Pending, Tech, 63; Development, Tech, 27; UAT, Tech 30; Closed, Tech, 6.
- September 2009 - Pending, Tech, 58; Development, Tech, 35; UAT,Tech, 17; Closed, Tech, 16.
- October 2009 - Pending, Tech, 56; Development, Tech, 33; UAT, Tech, 23; Closed, Tech, 14.
- November 2009 - Pending, Tech, 64; Development, Tech, 36; UAT, Tech, 23; Closed Tech, 12.
- December 2009 - Pending, Tech, 54; Development, Tech, 47; UA, Tech, 27; Closed, Tech, 8.
- January 2010 - Pending, Tech, 59; Development, Tech, 42; UAT, Tech, 24; Closed, Tech, 16.
- February 2010 - Pending, Tech, 72; Development, Tech, 37; UAT Tech, 26; Closed, Tech, 9.
- March 2010 - Pending, Tech, 79; Development, Tech, 25; UAT, Tech, 23 ; Closed, Tech, 17.
- April 2010 - Pending, Tech 122 ; Development, Tech, 27; UAT, Tech, 16 ; Closed, Tech, 19.
- May 2010 - Pending, Tech, 125; Development, Tech, 22; UAT, Tech 18 ; Closed, Tech 22.
- June 2010 - Pending, Tech, 87, Functional, 37; Development, Tech, 22, Functional, 1; UAT, Tech, 11, Functional 1; Closed, Tech, 13, Functional, 10.
- July 2010 - Pending, Tech, 90, Functional, 28; Development, Tech, 21, Functional, 12; UAT, Tech, 6; Closed, Tech, 13, Functional, 13.
Slide 29
Current Application Enhancement Service Requests - July 2010
(7/1 - 7/30)
| Functional ESRs |
|
Pending |
Config/Setup |
UAT |
Completed |
| CRM |
0 |
0 |
0 |
0 |
| ELM |
0 |
0 |
0 |
0 |
| EPM |
0 |
0 |
0 |
0 |
| FIN |
2 |
0 |
0 |
0 |
| HCM |
26 |
12 |
0 |
13 |
| Total |
28 |
12 |
0 |
13 |
| Technical ESRs |
|
Pending |
Dev |
UAT |
Completed |
| CRM |
3 |
0 |
0 |
1 |
| ELM |
3 |
0 |
0 |
0 |
| EPM |
1 |
0 |
0 |
0 |
| FIN |
29 |
10 |
3 |
4 |
| HCM |
54 |
11 |
3 |
8 |
| Total |
90 |
21 |
6 |
13 |
| |
|
Pending |
Dev |
UAT |
Completed |
| Total |
118 |
33 |
6 |
26 |
Slide 30
Planned Enhancement Service Requests On-Time Completion Based on 60-Day Plan
- March - 6 ESRs completed; 2 not completed; 5 unplanned completed.
- May - 3 ESRs completed; 5 not completed; 4 unplanned completed.
- July - 6 ESRs completed; 1 not completed; 1 unplanned completed.
Slide 31
Program Status
- Within 10% of plan (green indicator)
- Within 20% of plan (yellow indicator)
- Greater than 20% of plan (red indicator)
| Project Name |
Current Project Phase |
Health Indicator Schedule |
Project Phase Start Date |
Project Phase Baseline Completion |
Project Phase Target Completion |
Health Indicator Budget |
| FY11 Technical Backfill |
Execution |
Green |
7/1/2010 |
6/30/2010 |
6/30/2010 |
Green |
| Time and Labor Pilot/ODOT |
Execution |
Red |
3/1/2009 |
7/31/2010 |
7/31/2010 |
Red |
| DCS Vendor Registration |
Execution |
Green |
12/1/2009 |
8/31/2010 |
8/31/2010 |
Green |
| P-Card - BOA Transition |
Planning, Execution |
Green |
8/18/2010 |
12/31/2010 |
12/31/2010 |
Green |
| Grants, Projects,Contract Accounts Receivable Billing Commerce/DEQ |
Execution |
Green |
03/01/2010 |
12/31/2010 |
12/31/2010 |
|
| Higher Education Interface |
Execution |
Green |
4/1/2010 |
10/31/2010 |
10/31/2010 |
Green |
| PeopleTools 8.49 |
Execution |
Green |
8/30/2010 |
9/28/2010 |
9/28/2010 |
Green |
| Inventory ODOT |
Execution |
Red |
8/1/2009 |
7/31/2010 |
7/31/2010 |
Red |
| Assets ODOT |
Execution |
Green |
8/1/2010 |
11/15/2010 |
11/15/2010 |
Green |
| GPC, A/R Billing ODOT |
Execution |
Red |
7/1/2009 |
7/31/2010 |
7/31/2010 |
Red |
| T&L Manager Self Service ODOT |
Execution |
Red |
3/1/2010 |
7/31/2010 |
7/31/2010 |
Red |
Slide 32
Program Status
- Within 10% of plan (green indicator)
- Within 20% of plan (yellow indicator)
- Greater than 20% of plan (red indicator)
| Project Name |
Current Project Phase |
Health Indicator Schedule |
Project Phase Start Date |
Project Phase Baseline Completion |
Project Phase Target Completion |
Health Indicator Budget |
| Treasury GL Implementation |
Execution |
Green |
4/12/2010 |
12/31/2010 |
12/31/2010 |
Green |
| PeopleSoft Extract Staging Environment |
Execution |
Red |
1/14/2010 |
6/18/2010 |
8/31/2010 |
Green |
| Business Intellignece - FS Analytic |
Planning |
Red |
4/1/2009 |
7/31/2009 |
7/31/2010 |
Green |
| OpenBooks - Phase III |
Execution |
Green |
6/1/2010 |
12/31/2010 |
12/31/2010 |
Green |
| Asset Management Rollout |
Execution |
Green |
4/19/2010 |
8/31/2010 |
8/31/2010 |
Green |
| Licensing |
Execution |
R |
12/1/2008 |
8/15/2009 |
9/30/2010 |
Green |
| ELM Rollout |
Execution |
Green |
8/1/2010 |
7/31/2011 |
7/31/2011 |
Green |
| Scanning and Barcoding functionality for Phase II Modules |
Concept |
|
|
|
|
|
| Expense Module |
Planning, Execution |
Green |
9/1/2010 |
11/30/2010 |
11/30/2010 |
Green |
| data.gov |
Initiation |
Green |
8/1/2010 |
3/31/2011 |
3/31/2011 |
Green |
| Budget |
Concept, Initiation |
Green |
8/2/2010 |
9/15/2010 |
9/15/2010 |
Green |
Slide 33
Issues
| Issue |
Status |
| (1) ODOT Phase II (Projects, Grants, AR, Billing Inventory) will not meet their July 3 scheduled implementation date. |
ODOT cannot supply an estimated date when they will have the legacy data converted into PeopleSoft. The project is on hold until this data is provided. |
| (2) We need to determine which agencies will be moved to Phase 2 after Commerce and DEQ. |
On August 24 there is a meeting with DPS, Health and Mental Health to discuss phase two modules. The rollout plan for phase 2 modules is in process. |
| (3) The fixed asset rollout plan has been completed and additional state resource is required to deliver on the current schedule. |
Initial meeting held with DCS to obtain resources. No follow up meeting has occurred. Do we need to postpone this project? |
| (4) Commerce will be going live on Phase 2 without a Grants Provisioning. They will utilize manual work-arounds until we acquire a Grants Provisioning package. |
We need to expedite the Grants Provisioning purchasing process and prioritize Commerce in the first implementation. |