Business Application Services (CORE) Publications - Executive Board Meeting December  2010

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

Slide 1

BAS Executive Board Dec. 1, 2010
Next CEB Scheduled - January 2011

Slide 2

Agenda

Slide 3

Functional Resource Utilization

Capacity 7/3/2010-10/2/2010

Demand by Quarter by Service Group

Functional Financials - Third Quarter

• Incident/Problem – Assistance Service Request (IP-ASR): Target, 18%; Target, 22%
• Enhanced Service Requests (ESR): Actual, 6%; Target, 10%
• Projects: Actual, 54%; 50%
• Administration: Actual, 21%;Target, 18%

Functional Payroll - Human Capital Management (HCM) - Third Quarter

• IP-ASR: Actual, 34%; Target, 38%
• ESR: Actual, 11%; Target, 10%
• Projects: Actual, 32%; Target, 34%
• Administration: Actual, 22%; Target, 18%

Slide 4

Technical Resource Utilization

Capacity 7/3/2010-10/2/2010

Demand by Quarter by Service Group

Technical Financials - Third Quarter

• IP-ASR: Target, 52%; Target, 55%
• ESR: Actual, 15%; Target, 10%
• Projects: Actual, 17%; Target, 17%
• Administration: Actual, 16%;Target, 18%

Technical Payroll - Human Capital Management (HCM) - Third Quarter

• IP-ASR: Target, 49%; Target, 46%
• ESR: Actual, 17%; Target, 10%
• Projects: Actual, 17%; 26%
• Administration: Actual, 17%;Target, 18%

Slide 5

Project/Enhancement Service Level Dashboard

• Link to Dashboard (link opens in a new window)

Slide 6

Projects Completed Since Last CEB

• PeopleTools 8.49: Schedule, green; Budget, red
• Assets Oklahoma Department of Transportation (ODOT): Schedule, green; Budget, red
• Department of Central Services (DCS) Vendor Registration: Schedule, red; Budget, green

Slide 7

Business Services Change Request On Time (Detail)

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

Slide 8

Business Services Enhancement Service Requests

• December 2009: Pending, 54 Technical; Developed, 47 Technical; User Acceptance Test (UAT), 27 Technical; Closed, 8 Technical.
• January 2010: Pending, 59 Technical; Developed, 42 Technical; UAT, 24 Technical; Closed, 16 Technical.
• February 2010:  Pending, 72 Technical; Developed, 37 Technical; UAT, 26 Technical; Closed, 9 Technical.
• March 2010:  Pending, 79 Technical; Developed, 25 Technical; UAT, 23 Technical; Closed, 17 Technical.
• April 2010:  Pending, 122 Technical; Developed, 27 Technical; UAT, 16 Technical; Closed, 19 Technical.
• May 2010:  Pending, 87 Technical, 37 Functional; Developed, 22 Technical, 1 Functional; UAT, 11 Technical, 1 Functional; Closed, 13 , Functional 10.
• June 2010:  Pending, Technical 90, Functional 28; Developed, 21Technical, 12 Functional; UAT, 21 Technical; Closed, 13 Technical, 13 Functional.
• July 2010:  Pending, 85 Technical, 27 Functional; Developed, 20 Technical, 12 Functional; UAT, 9 Technical, 2Functional; Closed, 13 Technical, 7 Functional.
• August 2010:  Pending, 85 Technical, 27 Functional; Developed, 20 Technical, 12 Functional; UAT, 9 Technical, 2 Functional; Closed, 12 Technical, 7 Functional.
• September 2010:  Pending, 87 Technical, 32 Functional; Developed, 27 Technical, 11 Functional; UAT, 7 Technical, 3 Functional; Closed, 12 Technical, 8 Functional.
• October 2010:  Pending, 87 Technical, 23 Functional; Developed, 27 Technical, 10 Functional; UAT, 11 Technical 3 Functional; Closed, 5 Technical, 10 Functional.
• November 2010:  Pending, 84 Technical, 36 Functional; Developed, 33 Technical, 8 Functional; UAT, 7 Technical, 2 Functional; Closed, 11 Technical, 10 Functional.

Slide 9

Business Services Enhancement Service Requests - November 2010

 

Functional ESRs		Pending	Config/Setup	UAT	Completed
	CRM	0	0	0	0
	ELM	0	0	0	1
	EPM	0	0	0	0
	FIN	3	0	0	0
	HCM	33	8	2	9
	Total	36	8	2	10

 

Technical ESRs		Pending	Dev	UAT	Completed
	CRM	3	0	0	0
	ELM	3	0	1	0
	EPM	1	0	0	0
	FIN	28	13	3	8
	HCM	49	20	0	3
	Total	84	33	7	11

 

		Pending	Dev	UAT	Completed
	Total	120	41	91	21

 

Slide 10

Problem Management SQL Requests

SQL Requests in Total October 2009 to September 2010

	Oct 2009	Nov 2009	Dec 2009	Jan 2010	Feb 2010	March 2010	April 2010	May 2010	June 2010	July 2010	August 2010	Sept 2010
ARBI	0	1	1	0	0	0	0	0	0	0	0	0
CRM	0	1	1	0	0	0	0	0	0	3	0	1
DBA/System	0	0	0	0	4	4	2	0	0	4	7	0
Procurement	2	0	0	0	0	0	0	0	0	0	0	0
HRMS	10	3	6	10	12	14	15	11	11	11	10	17
Financial	4	14	8	8	8	1	2	7	8	2	4	8
EPM	0	0	0	0	0	0	0	0	0	1	0	0
ELM	0	0	0	0	0	0	0	0	0	0	0	0
Purchasing	0	0	4	8	8	8	2	0	0	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 11

Problem Management Summary

Summary	Total Problems	Resolved or Resolution in Process	Investigating	Resolved by Future Functionality	DR to be Created	Monitor
Financial	19	13	1	2	0	0
PO	2	1	1	0	0	0
HCM	19	14	1	0	4	0
DBA/System	3	3	0	0	0	0
Total	40	31	3	2	4	0

Slide 12

Portfolio Priority 1-13

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	Alex / Kim	BAS	Human Capital Mgmt	Execution	2
P-Card - Bank of America (BOA) Transition	Lisa McKeithan	BAS	Financial Management	Execution	3
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	4
Higher Education Interface	Lisa McKeithan	BAS	Human Capital Management	Execution	5
Inventory -  ODOT	Alex / Kim	BAS	Supply chain management	Execution	6
GPC - ODOT	Alex / Kim	BAS	Enterprise Service Automation	Initiation, Planning	7
T&L  Manager Self Service ODOT Pilot	Alex / Kim	BAS	Enterprise Service Automation	Execution	8
Treasury General Ledger (GL) Implementation	Alex	BAS	Financial management	Execution	9
PeopleSoft Extract Staging Environment	Lisa McKeithan	BAS	Other	Execution	10
Business Intelligence Financial Analytics	Lisa McKeithan	BAS	Other	Planning	11
OpenBooks - Phase III	Lisa McKeithan	BAS	Other	Execution	12
data.gov	Lisa McKeithan	BAS	Transparency	Initiation	13

Slide 13

Portfolio Priority 14-24

Project Name	Project Manager	Dept	Function	Current Project Phase	Priority within Function
Grants - Provisioning	Lisa McKeithan	BAS	Other	Planning	14
Licensing	Lisa McKeithan	BAS	Other	Planning	15
Enterprise Learning Management - Rollout	Michael Grisser	BAS	Human Capital Management	Execution	16
Scanning and Bar-coding for Phase II modules	Alex	BAS	Assets	Concept	17
Loan Processing				Initiation	18
Expense Module	Alex/Kim	BAS	Financial Management	Planning, Execution	19
Budget	Lisa McKeithan	BAS	Other	Concept, Initiation	20
AM Rollout - Tax Commission	Michael Grisser	BAS	Financial Management	Planning, Execution	21
Department of Mines GPC AR BI	Alex Galley	BAS	Enterprise Service Automation	Initiation, Planning	22
Broadband GPC AR BI	Alex Galley	BAS	Enterprise Service Automation	Initiation, Planning	23
Human Resources Dashboard	Michael Grisser	BAS	Human Capital Management	Concept	24

Slide 14

Projects in Execution Delivery Schedule

• GPC, A/R, Billing / ODOT - July 2009-July 2010
• Inventory ODOT - August 2009-July 2010
• T&L Manager Self Service ODOT - March-August 2010
• PeopleSoft Extract Staging Environment -December 2009-August 2010
• Time and Labor Pilot - June 2009-December 2010
• GPC, A/R, Billing, T&L Extended / Commerce/DEQ - March-December 2010
• DCS Vendor Registration - December 2009-August 2010
• Assets ODOT - September-November 2010
• OpenBooks - Phase III - April-December 2010
• P-Card - BOA Transition -  mid-May-December 2010
• Treasury GL Implementation - mid-October-December 2010
• Asset Management Rollout Tax Commission - December 2010-April 2011
• FY11 Technical Backfill - July 2010-June 2011
• ELM Rollout - August 2010-July 2011
• Higher Education Interface - May 2010-December 2011

Slide 15

Projects in Planning Delivery Schedule

• Loans - December 2010-February 2011
• Data.gov - December 2010-March 2011
• Mines GPC AR BI - December 2010-May 2011
• Broadband GPC AR BI - December 2010-May 2011
• Financial Analytics - April-December 2011
• Grants Provisioning - March 2011-March 2012
• Licensing - June 2011-April 2012

Slide 16

Detailed Milestone Plan, BAS 2822 - Data.OK.gov

Per Senate Bill 1759, provide transparency data in a downloadable format. The state has chosen Socrata to do this. OK.gov will be the front-end. We will transfer files to OK.gov and they will write the interface to Socrata.

Milestone Plan+/- 50%

• Prepare Development Requests and Define Process for Loading Data (Task, mid-November-December 2010)
• Develop and Test Programs (Task, mid-December 2010-mid-March 2011)
• Migration to Production (Task, January-March 2011)
• Go Live (Milestone, mid-January 2011)

Issues

• Go live is planned for January, but there will be clean-up work to complete Development Requests (DR) and automate process.
• Initial loads will likely require manual intervention until all processes are defined and programming is complete.
• Pilot agencies include Office of State Finance (OSF), Wildlife, Board of Tests, DEQ and Conservation Commission.
• Project kick off is set for December 1.
• Labor costs are based on OSF doing the development. This might increase if the DRs are given to Innovativ.

Slide 17

Detailed Milestone Plan, 2833 - ODOC Loans Processing

Two options for implementing the Contracts module functionality are presented in this document: Options #1 involves the development of a conversion process to convert open contract (Loan) definitions into PeopleSoft. After the Contract definitions are loaded, Contract Billing and Receivables history will be converted using the standard BAS conversion methodology. Option #2 involves the agency converting open Contract definitions manually.

Milestone Schedule +/- 50%

• Project Start (Milestone, mid-November 2010)
• Prototype Review (Task, late-November 2010)
• Development (Task, late-November-December 2010)
• Integration Testing / User Acceptance Testing/Training (Task, late-December 2010-January 2011)
• Roll out/Conversion (Milestone, January 31, 2011)

Issues

• Only required if Grants Provisioning cannot satisfy functionality or is not timely.
• 150 hours are Agency's consultant ($27,750)
• ODOC HP System in unreliable and solution requires action.

Slide 18

Detailed Milestone Plan, 2837 - GPC AR/BI - Department of Mines

Develop a +/- 10% Plan for the implementation of GPC AR/BI Functionality for the Department of Mines.

Milestone Schedule +/- 10%

• Project Start (Milestone, mid-December 2010)
• Fit Analysis (Task, January 2011)

Slide 19 

Detailed Milestone Plan, 2838 - GPC AR/BI - Broadband

Develop a +/- 10% Plan for the implementation of GPC AR/BI Functionality for the Statewide Broadband Project.

Milestone Schedule +/- 10%

• Project Start (Milestone, mid-December 2010)
• Fit Analysis (Task, January 2011)

Slide 20

Detailed Milestone Plan, 2599 - GPC AR/BI - ODOT

Develop a +/- 10% Plan for the implementation of GPC AR/BI Functionality for the ODOT Phase II implementation.

Milestone Schedule +/- 10%

• Project Start (Milestone, mid-December 2010)
• Fit Analysis (Task, January 2011)

Slide 21

Detailed Milestone Plan, 2839 - Tax Asset Management Rollout  - Go-Live

Rollout of PeopleSoft Asset Management Tax Commission.

Milestone Schedule +/- 10%

• Prepare for Agency Kickoff (Task, November 2010)
• Production Support (Task, November 2010-April 2011)
• Configure and Verify Asset Conversion Data (Task, December 2010-January 2011)
• Perform Test-Load and Validate Asset Data (Task, January-February 2011)
• Train SME and Agency (Task, February-March 2010)
• Configure Agencies Asset Management Business Unit in Production (Task, March 2011)
• Convert Agencies Asset Data and Validate (Task, March 2011)
• Technical Support as Needed (Task, December 2010-March 2011)
• Agency Go Live 2/28/2011 (Milestone, February 28, 2011)
• Newly Converted Agency Go Live Support (March-April 2011)

Issues

Original project completion was projected for 3/31/2011. Tax has requested time be changed to 4/30/2011 due to the resources they can commit.

Slide 22

Program Status

HCM

Slide 23

BAS - 1080 Higher Education Payroll

• Status: Yellow
• Convert higher education agencies from the legacy payroll system to the PeopleSoft system.

 Key Activities

Task	Start	Finish
Configuration - 95% complete	7/1/2010	11/1/2010
Conversion Scripts - 75% complete	7/1/2010	12/1/2010
Finish Human Resources (HR) Interfacing Debugging/Testing	7/1/2010	11/1/2010
Complete PY Interface Coding/Debugging/Testing	9/10/2010	12/15/2010
UAT to begin with OU	1/1/2011	1/26/2011
OU go-live	1/26/2011	2/1/2011
Provided file layout to OSU, Cameron, UCO

Key Overall Issues

Requires Awareness:	Re-assessed, resources and timeline for implementing OU while maintaining the overall project schedule - OU has signed Roles and Responsibilities Document. OU is on site weekly to assist in testing and manual creation - missing for 4 weeks of project. Payroll file from OU is 1 week late - 11/19

Slide 24

BAS - 2666 Grants, Projects Contracts with AR/Billing Monthly Extended Time and Labor

• Status: Green
• Conversion/implementation is underway and on schedule.

Key Activities

Task	Start	Finish
ODOC - Use Acceptance Test (UAT)	11/15/2010	11/18/2010
DEQ - Production	11/15/2010	12/6/2010
ODOC - Projection	11/22/2010	12/13/2010

Slide 25

BAS - 2637 ELM Rollout

• Status: Green
• Rollout of ELM to agencies to be completed in three groups. First Group go live date is 12/6/2010.
• Group A - Career Tech (800), ODOT (345), Oklahoma State and Education Employees Group Insurance Board (OSEEGIB) (516)
• Group B: Office of Personnel Management (OPM) (548), State Department of Health (340)

 

Key Activities

Task	Start	End
Group A - Train agency SME's on config and setup for testing	10/10/2010	11/30/2010
Group A - Complete UAT	11/08/2010	11/19/2010
Group A - Go Live	12/1/2010	12/6/2010
Group B - Update and Load HCM Fields in Prod	11/1/2010	11/25/2010
Group B - Train Agency SME's	11/30/2010	12/15/2010
Group B Go Live	1/24/2011	1/31/2011

Key Overall Issues

Requires Awareness:	No decision from (C) OSF (C) DCS (C), Rehab (C). DHS demo completed 11/8/2010. 19 agencies plus approximately 40 shared services are in process of loading emails. Agencies that do not load employee emails in the system will have their nominating official loaded into ELM until they provide a file

Slide 26

Program Status

Financials

Phase II Modules

Slide 27

BAS - 2675 Data Staging Environment

• Status: Red
• Currently testing Assets. Will have to migrate to another environment to complete the testing due to data problems in FSTST2. Will work on contracts next.

Key Activities

Task	Start	Finish	ODOT Access
Phase I extracts (6) signed off by ODOT		7/2/2010
Assets (0523)	6/25/2010	12/31/2010	TBD
Billing (0512)		TBD	TBD
Contracts (0512)		TBD	TBD
Projects (0514) - will test along with roll-out		TBD	TBD
Sign-off on Phase II Modules		TBD	TBD

Key Overall Issues

Requires Awareness:

Have made some progress on testing. ODOT connectivity has been an issue. As of 11/19, connectivity has been restored.

Slide 28

BAS- 2676 OpenBooks Phase III

• Status: Green
• Reviewed P-card and vendor screens with Brenda and Steve. Alpha list and ledger programming is complete to move data into the staging environment.

Key Activities

Task	Start	Estimated Completion	Finish
ARRA updates	7/1/2010	9/15/2010	8/26/2010
Expenditure and Funding (Build Data Interface Module (DIM)/Create Reports/Test)	10/1/2010	12/31/2010	January 2011
P-card (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:	Need to complete development of Pcard load into staging environment. Financials Analytics will not start until this is completed.

Slide 29

BAS - 2800 P-Card Transition to Bank of America (BOA)

• Status: Green
• Completed the General Ledger (GL) Export and Voucher Build processes. Will work on the 1099 process in December. Other outstanding task is to automate the file transfers between the state and the bank.

Key Activities

Task	Start	Finish
GL Export (0613) Segment values and combo code values	8/30/2010	9/30/2010
Voucher Build (0614)	8/30/2010	10/31/2010
1099 processing (0xxx)	8/30/2010	12/31/2010

Key Overall Issues

Requires Awareness:	Pilot went well with a couple of DCS and card holders. DCA will have all agencies transitioned by the end of December. Danny will run the November statement (voucher build) with Lisa Martin's assistance. Then Lisa will run the December upload with Danny's assistance. She has already mentioned there have been process improvements built into the new system.

Slide 30

BAS - 2692 Treasury GL Implementation

• Status: Green
• The team is in the process of creating business process flows, validating design, finalizing configuration and creating the development requests. Test scripts are being written in preparation for business process testing.
• 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
Create Business Process Flows, Reconciliation Points, Checklists	7/6/2010	8/19/2010
Create Development Requests	8/2/2010	8/20/2010
Preparing for Business Process Testing	8/27/2010	9/3/2010
Business Process Testing	9/7/2010	9/17/2010

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.

Slide 31

BAS - 2581 Time and Labor

• Status: Red
• This Project is to address Time and Labor functionality for bi-weekly agencies. The pilot agencies are OESC and ODOT. OESC went live May 17.

Key Overall Issues

Requires Awareness: Integration and User Acceptance Testing for ODOT will be scheduled to coincide with a re-baselined plan.

Slide 32

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 33

BAS - 2610 Inventory ODOT

• Status: Red
• On hold.

Key Activities

Task	Start	Finish
Integration Testing
Prepare for User Acceptance Testing
User Acceptance Testing
Go Live

Slide 34

Program Status

• Within 10% of plan (green indicator)
• Within 20% of plan (yellow indicator)
• Greater than 20% of plan (red indicator)

Project Name	Project Manager	Current Project Phase	Health Indicator Schedule	Project Phase Start Date	Project Phase Baseline Completion	Project Phase Target Completion
FY11 Technical Backfill	Fred Cantrell	Execution	Green	7/1/2010	6/30/2011	6/30/2011
Time and Labor Pilot	Kim/Alex	Execution	Red	3/1/2009	7/31/2010	12/31/2010
P-Card - BOA Transition	Lisa McKeithan	Execution	Green	8/18/2010	12/31/2010	12/31/2010
Grants, Projects,Contract Accounts Receivable Billing Commerce/DEQ	Kim/Alex	Execution	Green	3/1/2010	12/31/2010	12/31/2010
Higher Education Interface	Michael Grisser	Execution	Yellow	4/1/2010	12/31/2011	12/31/2011
Inventory ODOT	Barbara Lawrence	Execution	Red	8/1/2009	7/31/2010	7/31/2010
GPC, A/R Billing ODOT	Kim/Alex	Execution	Red	7/1/2009	7/31/2010	7/31/2010
T&L Manager Self Service ODOT	Kim/Alex	Execution	Red	3/1/2010	7/31/2010	7/31/2010
Treasury GL Implementation	Alex	Execution	Green	4/12/2010	1/31/2011	1/31/2011
PeopleSoft Extract Staging Environment	Lisa McKeithan	Execution	Red	1/14/2010	6/18/2010	8/31/2010
Business Intelligence - FS Analytics	Lisa McKeithan	Planning	Red	4/1/2009	7/31/2009	12/31/2010

Slide 35

Program Status

• Within 10% of plan (green indicator)
• Within 20% of plan (yellow indicator)
• Greater than 20% of plan (red indicator)

Name Project	Project Manager	Current Project Phase	Health Indicator Schedule	Project Phase Start Date	Project Phase Baseline Completion	Project Phase Target Completion	Health Indicator Budget	Baseline Cost	Target Cost	Comments
OpenBooks Phase III	Lisa McKeithan	Execution	Green	6/1/2010	12/31/2010	12/31/2010	Green	$44,590	$44,590	Continuing to work on transparency initiatives. Reviewed some items with Brenda and Steve F.
data.ok.gov	Lisa McKeithan	Initiation Planning	Green	8/1/2010	10/15/2010	11/30/2010	Green	$69,988	$69,988	In the process of finalizing the contract. Kick-off meeting is scheduled for 12/01/2010
Grants Provisioning	Lisa McKeithan	Planning	Red	7/31/2008	7/15/2009	2/28/2011	Green	$1,961,335	$1,961,335	Project awarded. Kick-off meeting is set for 12/15. Jessica Vinson has been hired and will be starting xx/xx/xxxx.
Licensing	Lisa McKeithan	Planning	Red	12/1/2008	8/15/2009	3/31/2011	Green	$2,245,240	$1,660,645	Finalizing contract negotiations and funding issues. Brett Johnson has been hired and will be starting  xx/xx/xxxx.
ELM Rollout	Michael Grisser	Execution	Green	8/1/2010	7/31/2011	7/31/2011	Green	$118,100	$118,100	On schedule for Group A go-live. Group B is working on their tasks.
Scanning and Barcoding Functionality for Phase II Modules	Jerry	Planning	Green				Green	$50,000	$50,000	RFP being reviewed by procurement. No anticipated RFP posting date available.
Loan Processing	Alex	Initiation Planning	Green	12/1/2010	2/28/2011	2/28/2011
Expense Module	Kim/Alex	Planning	Green				Green	$729,620	$729,620	Proof of concept complete. +/- 10% Pilot presented. Waiting on approval.
Budget	Pat Elwood	Concept Initiation	Red	8/2/2010	9/15/2010	1/30/2011	Green	$500,000	$500,000	Estimate for Hyerion $3,500,000. EPM upgrade $500,000. Next steps Gartner analyst discussion and demonstration of upgraded EPM functionality. Working to get decision for 2012 budget.
AM Rollout - Tax Commission	Michael Grisser	Planning Execution	Green	10/15/2010	12/3/2010	12/3/2010	Green	$15,000	$15,000	Roll out PeopleSoft Asset Management to Tax Commission.
Department of Mines GPC AR/BI	Alex	Initiation Planning	Green	1/3/2011	1/31/2011	1/31/2011	Green	$103,350	$103,350	Planning phase estimate.

Slide 36

Issues

Issue	Status
(1) ODOT Phase II (Projects, Grants, AR, Billing Inventory) have not committed to a date to start integration testing.	Department of Mines and Broadband have been prioritized in front of the ODOT project. We are going to start a knowledge transfer process in January that will enable us to get to a 10% plan for this project. ODOT has still not committed to an integration start date.
(2) Commerce will be going live on Phase 2 without a Grants Provisioning or Loans. They will utilize manual work around until we acquire a Grants Provisioning and/or Loans package.	Agate (Grants vendor) on site in December to review loans functionality. After this meeting we will determine if Loans will be added to PeopleSoft or if Agate will be utilized.
(3) Assets rollout is on hold until additional resources are made available.
(4) Expense module +/- 10% plan is complete and we are waiting on decision to move into execution	Set up executive review and determine when we want to proceed with expenses.