Business (CORE) Publications - Executive Board Meeting Dec. 16, 2009
The following is a text transcript of the presentation made at the BAS (CORE) Oklahoma Executive Board meeting in December 2009.
Slide 1
BAS Executive Board Dec. 16, 2009
Next CEB Scheduled - TBD
Slide 2
Agenda
- SQL Requests/Problem Management Summary
- Completed Projects
- Portfolio
- Budget Status
- Priority
- Execution Delivery Schedule
- Projects Moving to Execution Phase – 5 Projects
- Program Status
- Application Development Service Request Summary
- Scorecard
- Executive Issues
Slide 3
Problem Management
SQL Requests in Total Year-to-Date 2009
| |
Jan |
Feby |
March |
April |
May |
June |
July |
Aug |
Septr |
Oct |
Nov |
Dec |
| ARBI |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
1 |
0 |
| CRM |
1 |
1 |
1 |
2 |
0 |
0 |
0 |
0 |
0 |
0 |
1 |
0 |
| Procurement |
12 |
5 |
4 |
8 |
3 |
9 |
4 |
1 |
8 |
3 |
0 |
0 |
| HRMS |
20 |
21 |
18 |
18 |
10 |
11 |
7 |
24 |
16 |
10 |
3 |
3 |
| Financial |
13 |
10 |
34 |
28 |
14 |
16 |
16 |
19 |
15 |
8 |
14 |
0 |
| EPM |
2 |
1 |
2 |
2 |
8 |
6 |
1 |
0 |
1 |
0 |
0 |
0 |
| ELM |
0 |
0 |
0 |
1 |
0 |
0 |
0 |
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
Slide 4
Problem Management Summary
| Summary |
Total Problems |
Resolved or Resolution in Process |
Investigating |
Resolved by Future Functionality |
DR to be Created |
| Financials |
7 |
4 |
2 |
4 |
1 |
| PO |
1 |
0 |
1 |
0 |
0 |
| HCM |
7 |
2 |
3 |
0 |
2 |
| Total |
15 |
6 |
6 |
4 |
3 |
Slide 5
Completed Projects 2009 – Total 11
Schedule (*World Class - 80%)
- Project status Green - 73%
- Project Status Red - 27%
- Project Status Yellow - 0%
Budget (*World Class - 94%)
- Project status Green - 91%
- Project Status Red - 9%
- Project Status Yellow - 0%
* The Hackett Group, a global strategic advisory firm, is a leader in best practice advisory, benchmarking and transformation.
Slide 6
Completed Project, since last BAS Executive Board
- Accounts Receivable Billing, Schedule - Green, Budget - Green
- ARRA, Schedule - Green, Budget - Green
Slide 7
Portfolio Priority 1-14
| Project Name |
Project Manager |
Function |
Current Project Phase |
Priority within Function |
| Backfill Developers for Production Support and Enhancements |
Fred Cantrell |
Financial Mgmt + Human Capital Mgmt |
Execution |
1 |
| Deposits |
Alex / Kim |
Financial Mgmt |
Execution |
2 |
| ARRA - Phase II Business Intelligence/Transparency |
Lisa McKeithan |
Financial Mgmt |
Concept |
3 |
| Time & Labor Pilot |
Alex / Kim |
Human Capital Mgmt |
Execution |
4 |
| Commitment Accounting - Rollout |
Michael Grisser |
Human Capital Mgmt |
Execution |
5 |
| Time & Labor Manager Self Service |
Alex / Kim |
Human Capital Mgmt |
Planning - Execution |
6 |
| Integrated Item Maintenance |
Alex / Kim |
Assets, Supply Chain Mgmt |
Execution |
7 |
| Asset Mgmt - Pilot |
Alex / Kim |
Assets |
Execution |
8 |
| Grants/Projects/Contracts/AR Billing - ODOT/OESC |
Alex / Kim |
Enterprise Service Automation |
Execution |
9 |
| AP Workflow |
Michael Grisser |
Financial Mgmt |
Planning - Execution |
10 |
| Higher Education Interface |
Lisa McKeithan |
Human Capital Mgmt |
Planning |
11 |
| HCM Functionality Enhancements |
Michael Grisser |
Human Capital Mgmt |
Initiation |
12 |
| Inventory - ODOT |
Alex / Kim |
Supply Chain Mgmt |
Execution |
13 |
| Grants/Projects/Contracts/AR Billing - Commerce/DEQ/Remainder of Concept Agencies |
Alex / Kim |
Enterprise Service Automation |
Planning |
14 |
Slide 8
Portfolio Priority 15-25
| Project Name |
Project Manager |
Function |
Current Project Phase |
Priority within Function |
| Business Intelligence |
Lisa McKeithan |
Other |
Initiation |
15 |
| Employee Self Service - Rollout |
Michael Grisser |
Human Capital Mgmt |
Execution |
16 |
| Travel & Expense EFT |
Steve Wilson |
Financial Mgmt |
Execution |
17 |
| Open Books - Phase III |
Lisa McKeithan |
Other |
Concept |
18 |
| Asset Mgmt - Rollout |
Michael Grisser |
Assets |
Planning |
19 |
| Grants - Provisioning |
Lisa McKeithan |
Other |
Planning |
20 |
| Licensing |
Lisa McKeithan |
Other |
Planning |
21 |
| Treasury |
Lisa McKeithan |
Financial Mgmt |
Initiation |
22 |
| eBill Payment |
Lisa McKeithan |
Financial Mgmt |
Initiation |
23 |
| Backfill Developers for Production Support and Enhancements - 2011 |
Fred Cantrell |
Financial Mgmt + Human Capital Mgmt |
Planning |
24 |
Slide 9
Projects in Execution Delivery Schedule
- ARRA Transparency - October 2009-January 2010
- Manager Self Service - November 2009-January 2010
- Item Maintenance - August 2009-January 2010
- Deposits - July 2009-January 2010
- Backfill Developer Support - June 2009-March 2010
- Asset Mgmt Pilot - June 2009-April 2010
- Inventory ODOT - August 2009-May 2010
- Time & Labor - April-November 2009, January and April 2010
- Human Capital Management Enhanced Functionality - December 2009-May 2010
- Commitment Accounting Rollout - October 2009-June 2010
- Grants/Projects/Contracts/Accounts Receivable/Billing ODOT/OESC - June 2009-July 2010
- Grants/Projects/Contracts/Accounts Receivable/Billing/Time & Labor Ext - December 2009-October 2010
- Asset Mgmt Rollout - April 2010-January 2011
- Higher Education Interface - December 2009-February 2011
Slide 10
Detailed Milestone Plan, 2665 - Asset Management Rollout
Rollout of PeopleSoft Asset Management to remaining non-Pilot Agencies by December 2010
Milestone Plan (+/- 15%)
- Prepare for Agency Kickoff (Tasks, February 2010)
- Production Support (Tasks, April 2010-January 2011)
- Configure and Verify Asset Conversion Data (Tasks, Group B - April 2010, Group C - May-June 2010, Group D - July-August 2010, Group E - September-October 2010, Group F - November-December 2010)
- Perform Test-Load and Validate Asset Data (Tasks, Group B - April 2010, Group C - June 2010, Group D - August 2010, Group E - October 2010, Group F - December 2010)
- Train Agency Users (Tasks, Group B - May 2010, Group C - June-July 2010, Group D - August-September 2010, Group E - October 2010, Group F - December 2010)
- Configure Agencies Asset Management Business Unit in Production (Tasks, Group B - May 2010, Group C - July 2010, Group D - September 2010, Group E - October 2010, Group F - December 2010)
- Convert Agencies Asset Data and Validate (Tasks, Group B - May 2010, Group C - July 2010, Group D - September 2010, Group E - October-November 2010, Group F - December 2010)
- Technical Support as Needed (Tasks, Group B - April-May 2010, Group C - June-July 2010, Group D - August-September 2010, Group E - October-November 2010, Group F - December 2010-January 2011)
- Agency Go Live (Milestone, Group B - May 2010, Group C - July 2010, Group D - September 2010, Group E - November 2010, Group F - December 2010)
- Newly converted Agency Go Live Support (Tasks, Group B - June 2010, Group C - July-August 2010, Group D - September-October 2010, Group E - November-December 2010, Group F - December 2010-January 2011)
Issues
** The team will be working on up to 3 groups at a time
- Group B - 31 agencies 04/01/2010 - 05/27/2010 - 06/30/2010
- Group C - 28 agencies 05/01/2010 - 07/22/2010 - 08/22/2010
- Group D - 24 agencies 07/01/2010 - 09/16/2010 - 10/16/2010
- Group E - 23 agencies 09/01/2010 - 11/09/2010 - 12/09/2010
- Group F - 19 agencies 11/01/2010 - 12/24/2010 - 01/14/2011
Slide 11
Detailed Milestone Plan, 2665 - Time & Labor Grants/Projects/Contracts Accounts Receivable/Business intelligence for DEQ and Commerce
Design and implementation of required functionality for monthly payroll to feed Projects, Contracts and Grants requires the creation of custom rules and modification to existing rules to process time. These rules will be applicable to all State agencies.
Milestone Plan (+/- 15%)
- Prepare and conduct prototype sessions (Tasks, December 2009-January 2010)
- Prepare Development Requests (Tasks, January 2010)
- Prepare for and conducts Business Process testing (Tasks in February 2010)
- Develop and unit test rules (Tasks, January-April 2010)
- Define and test security roles (Tasks, March-April 2010)
- Perform Gross to Net testing (Tasks, April-May 2010)
- Prepare for and conduct Integration testing (Tasks, May-July 2010)
- Prepare for and conduct User Acceptance testing (Tasks, July-August 2010)
- Perform conversions / Go Live (Tasks, August-September 2010)
- Post Production Support (Tasks, October 2010)
Issues
Plan is estimated to be the upper limit.
- Functional resources in FY2011 will be reviewed (possible downsize)
- Prototypes with agencies not expected to alter costs
Slide 12
Detailed Milestone Plan, 2667 - Human capital Management Enhancements
Functionality needed to enable ODOT to retire their Legacy System and provide the new functionality to any state agencies that want to use it.
Milestone Plan (+/- 15%)
- Table of Organization (Tasks, December 2009-April 2010; Milestone, February 2010)
- Unclassified Salary Bands (Tasks, December 2009-January 2010)
- Employee Photos (Tasks, January-April 2010; Milestone, March 2010)
- Leave Codes (Tasks, January-February 2010)
- Market Pay Matrix (Tasks, December 2009-May 2010; Milestone, February 2010)
- Targeted Headcount Matrix (Tasks, February 2010)
- Define and Implement Search/Match (Tasks, January-February 2010; Milestone, February 2010)
- Other reports and Queries (Tasks, January-May 2010; Milestone, March 2010)
- Post Production Support (Tasks, May 2010; Milestone)
- Project Complete 05/28/2010 (Milestone, May 2010)
Issues
Agency Availability for Incremental Delivery
- 04/15/2010 - Employee Photos
- 01/25/2010 - Leave Codes
- 03/07/2010 - Define and Implement Search/Match
- Various dates for Reports and Queries
ODOT Availability for Incremental Delivery
- 04/14/2010 - Table of Organization
- 02/29/2010 - Targeted Headcount Matrix
- 05/06/2010 - Market Pay Matrix
Slide 13
Detailed Milestone Plan, American Recovery and Reinvestment Act (ARRA) Transparency
Provide an ARRA Web site to publish data reported through the ARRA process.
Milestone Plan (+/- 15%)
- Define ARRA Transparency Requirements (Tasks, October-December 2009)
- Development (Tasks, December 2009-January 2010)
- Testing and Validation (December 2009-January 2010)
- Go Live (Milestone, January 2010)
Issues
- Director Clingman has set a deadline of the end of January for the site to be live. Additional information may be added at a future time.
- Mapping functionality has been causing some problems
Slide 14
Detailed Milestone Plan, Higher Education
This process will replace the legacy system and move Higher Ed payrolls to the PeopleSoft environment. The payrolls will be edited and loaded and after validation, the status will be changed to 'confirmed.' Budgets will be verified and warrant numbers
Milestone Plan (+/- 15%)
- Develop HR & PY Interfaces (Tasks, Blue Group - January-February 2010; Orange Group - January-April 2010)
- Test HR & PY Interface (Tasks, Blue Group - March-April 2010; Orange Group -March-August 2010)
- Define Conversion Process (Includes programming and testing) (Tasks, Blue Group - January-June 2010)
- Production Readiness (Training Manuals, Integration Testing, Implementation Plan, etc.) (Tasks, Blue Group - July-August 2010)
- Cutover Testing: Test HR & PY interfaces, Test Legacy Conversion, Run parallels and balance, Define Cutover Plan (by Group) (Tasks, Blue Group - July-October 2010; Green Group - September 2010-February 2011; Purple Group - January-April 2011; Gray Group - March-August 2011; Brown Group - July-October 2011)
- Implementation (by Group) (Milestones, Blue Group - November-December 2010; Green Group - January-February 2011; Purple Group - May-June 2011; Gray Group - July-August 2011; Brown Group - November-December 2011)
- Post-Production Support (by Group) (Tasks, Blue Group - November-December 2010; Green Group - January-February 2011; Purple Group - May-June 2011; Gray Group - July-August 2011; Brown Group - November-December 2011)
Issues
- Waiting on 'firm' estimates for testing hours - must test for 28 Higher Ed agencies; Innovativ and functional team are reviewing and will provide the final estimates.
Slide 15
Program Status - HCM
- Time & Labor
- Manager Self Service
- Commitment Accounting - Rollout
- Enterprise Learning Management - Rollout
- Employee Self Service - Rollouts
Slide 16
BAS – 2581 Time & Labor
- Overall Issues Status: GREEN
- User Acceptance awaiting OESC and ODOT
Key Activities
| Task |
Percentage Complete |
Start |
End |
| Development |
90 |
3/23/2009 |
11/15/2009 |
| Implementation Packages for Agencies in Review |
100 |
7/1/2009 |
9/14/2009 |
| Training Manual |
100 |
4/24/2009 |
10/30/2009 |
| Business Process Flow |
100 |
6/15/2009 |
10/30/2009 |
| User Acceptance Testing - ODOT |
0 |
TBD |
TBD |
| Requires Awareness: |
- ODOT and OESC committed to biweekly Payrolls as of January 2010
- Full integration test and User Acceptance Testing will coincide with Grants/Projects/Contracts and concept agencies
- awaiting decision on DPS/ODOT policies
|
Slide 17
BAS – 2600 Manager Self Service
- Overall Issues Status: GREEN
- Project is nearing completion
Key Activities
| Task |
Percentage Complete |
Start |
End |
| Requirements Matrix, Configuration |
100 |
10/01/2009 |
10/16/2009 |
| Configuration |
100 |
11/02/2009 |
11/27/2009 |
| Development |
95 |
10/15/2009 |
12/15/2009 |
| Security |
95 |
10/15/2009 |
12/15/2009 |
| Integration Testing |
95 |
12/01/2009 |
12/19/2009 |
| Requires Awareness: |
- ODOT has indicated that this functionality is needed
|
Slide 18
BAS – 2636 Commitment Accounting Rollout
- Overall Issues Status: GREEN
- Group B went live as of 12/14/2009 with an effective date of 12/01/2009. Training and Q&A sessions have been completed for Groups B & C. Rollout plan is progressing as scheduled. Training has been increased from 1 to 1.5 days in order to provide the agencies an overview (.5 days) as well as the full day training (1 day).
Key Activities
| Task |
Percentage Complete |
Start |
End |
| Group B, Go Live |
100 |
10/01/2009 |
12/14/2009 |
| Group C, D & E Kick-off Meeting |
100 |
10/28/2009 |
12/15/2009 |
| Group C Training |
0 |
1/13/2010 |
1/14/2010 |
| Group C Conversion/Go Live |
0 |
1/16/2010 |
2/17/201 |
| Convert Agencies in Test Environments |
Ongoing |
|
|
Slide 19
Service Catalog Requests – Employee Self Service Rollout
| |
Agencies |
No. of Employees |
| Live on System |
37 |
8,452 |
| October/November |
9 |
165 |
| December/January/February |
15 |
12,740 |
| Total |
61 |
21,418 |
- As of Dec. 1, 21% of employees are live on Employee Self Service
- As of Dec. 1, 54% of employees are live and/or scheduled to be live on Employee Self Service
- Presentations – Oct. 20, 40 Agencies attended
- Next Presentation Dec. 17, 2009
- Security has agreed to the Proposed DR. The DR will be routed for signatures the week of 12/17 and development will follow.
Slide 20
Program Status
- Financials Phase II Modules
Slide 21
BAS – 2596 Deposits
- Overall Issues Status: GREEN
- The team has started User Acceptance Testing and conducting the Training of all agencies. BAS Team is working with Office of State Treasurer to facilitate acceptance of the new functionality.
Key Activities
| Task |
Start |
End |
| Integration Testing |
11/6/2009 |
11/26/2009 |
| User Acceptance Testing |
12/7/2009 |
12/18/2009 |
| Training |
12/7/2009 |
1/15/2010 |
| Go Live |
1/18/2010 |
1/15/2010 |
| Requires Awareness: |
- Estimated 559 people statewide to train. Based on the first 2 days of training, the trainers have identified that they require either someone from Office of State Treasurer or BAS to attend the sessions to answer questions.
- Configuration for 176 agencies has been identified. Team has begun configuration efforts within FSPRD.
- Brenda has been asked to push agencies – enrollment is slow.
|
Slide 22
BAS – 2597 Asset Pilot
- Overall Issues Status: GREEN
- The team has begun Integration testing. Testing is progressing without issues.
Key Activities
| Task |
Start |
End |
| Integration Testing |
11/9/2009 |
1/13/2010 |
| Training Manuals |
1/4/2010 |
2/5/2010 |
| User Acceptance |
2/3/2010 |
2/25/2010 |
| Training |
2/8/2010 |
3/5/2010 |
| Go Live |
3/8/2010 |
|
| Requires Awareness: |
- First agencies to go-live on 03/08/2010
- Asset Conversion Development has been developed; however, the team has not received a "usable" file from the pilot agencies.
|
Slide 23
BAS – 2599 Grants, Projects, Contracts with AR/Billing
- Overall Issues Status: YELLOW
- The team is preparing for Integration Testing. OESC has begun working with BAS to be a part of the May Go Live timeline. The team is preparing a 'catch-up' plan.
Key Activities
| Task |
Start |
End |
| Define Agency Configuration |
9/1/2009 |
11/30/2009 |
| Clean-up and Format Conversion Data |
9/1/2009 |
11/30/2009 |
| Prepare for Integration Testing |
10/1/2009 |
12/25/2009 |
| Integration Testing |
1/4/2010 |
2/16/2010 |
| Training Manuals |
1/18/2010 |
2/26/2010 |
| Requires Awareness: |
- Go-Live is scheduled for:
- ODOT – 05/03/2010
- OESC – 06/1/2010
- Late getting OESC involved
- OESC consultant required latest by Jan. 15
|
Slide 24
BAS - 2602 AP Workflow Status
- Overall Issues Status: YELLOW
- In September, Maximus was on site and performed a Fit/Information gathering sessions with OSF and select other agencies. On Dec. 7, they presented 4 options and made a recommendation.
Key Activities
| Task |
Percentage Complete |
Start |
End |
| Perform on-site Fit/Info gathering sessions |
100 |
9/7/2009 |
9/11/2009 |
| Maximus present solutions |
100 |
12/7/2009 |
12/7/2009 |
| Determine to move forward or delay |
0 |
12/14/2009 |
12/18/2009 |
| Requires Awareness: |
- Based on current analysis the AP workflow does not appear to have benefit right now (timing will be better with other implementations).
- Meeting week of Dec. 14, to determine if a blend of options is worthwhile
|
Slide 25
BAS – 2608 Item Maintenance
- Overall Issues Status: GREEN
- Currently on plan and development is in process. Still to be done but not included in this Project: DCS to manually convert remainder of Contracts and Purchase Orders – due date March 1, 2010.
Key Activities
| Task |
Start |
End |
| Identify Item Strategy & Maintenance Requirements |
9/1/2009 |
10/12/2009 |
| Retro-fit and Unit Test Solution |
9/15/2009 |
11/23/2009 |
| Integration Testing |
11/24/2009 |
12/18/2009 |
| User Acceptance Testing |
1/4/2010 |
1/13/2010 |
| Go Live |
1/19/2010 |
|
| Requires Awareness: |
- Additional DR will be forthcoming
|
Slide 26
BAS – 2610 Inventory ODOT
- Overall Issues Status: GREEN
- Development has been approved for Inventory ODOT.
Key Activities
| Task |
Start |
End |
| Development |
10/1/2009 |
11/30/2009 |
| Requires Awareness: |
- No other tasks for BAS at this time. They plan to go live 05/03/2010.
|
Slide 27
ODOT Phase II Update
| Milestone |
Target |
Complete |
| Accelerated OSF/ODOT Accounts Receivable/Business Intelligence |
10/30/2009 |
10/30/2009 |
| Commitment Accounting |
12/14/2009 |
12/14/2009 |
| Time & Labor Lite |
1/10/2010 |
|
| Leave Compensation |
1/10/2010 |
|
| Deposits |
1/18/2010 |
|
| Item Maintenance |
1/19/2010 |
|
| Bi-Weekly |
1/20/2010 |
|
| Contracts (Added) |
3/1/2010 |
|
| Asset Management Pilot Rollout |
3/8/2010 |
|
| Inventory |
5/3/2010 |
|
| Grants/Projects/Contracts |
5/3/2010 |
|
| Time & Labor with Project Costing |
5/3/2010 |
|
| Agile Assets |
5/3/2010 |
|
| Enterprise Learning Management |
6/30/2010 |
|
| Human Capital Management Enhanced Functionality |
5/28/2010 |
|
Slide 28
BAS Development Service Request
| |
August |
September |
October |
November |
December |
| DR Develop |
15 |
19 |
22 |
24 |
|
| Pending |
63 |
58 |
56 |
64 |
|
| Development |
12 |
16 |
11 |
12 |
|
| User Testing |
30 |
17 |
23 |
23 |
|
| Completed |
6 |
16 |
14 |
12 |
|
Slide 29
Application Development Service request Summary - Nov. 20, 2009
| Problem Mgmt |
|
DR Development |
Pending |
Development |
User Acceptance Testing |
Completed |
| CRM |
0 |
0 |
0 |
0 |
0 |
| ELM |
0 |
0 |
0 |
0 |
0 |
| EPM |
0 |
0 |
0 |
0 |
0 |
| FIN |
0 |
1 |
4 |
1 |
1 |
| HCM |
1 |
1 |
1 |
0 |
0 |
| Total |
1 |
2 |
5 |
1 |
1 |
| Service Requests |
|
DR Development |
Pending |
Development |
User Acceptance Testing |
Completed |
| CRM |
0 |
1 |
0 |
2 |
1 |
| ELM |
4 |
0 |
1 |
1 |
0 |
| EPM |
0 |
1 |
0 |
0 |
0 |
| FIN |
7 |
23 |
3 |
6 |
4 |
| HCM |
12 |
37 |
3 |
13 |
6 |
| Total |
23 |
62 |
7 |
22 |
11 |
| |
|
DR Development |
Pending |
Development |
User Acceptance Testing |
Completed |
| Overall Total |
24 |
64 |
12 |
23 |
12 |
Slide 30
Program Status
- Within 15% of plan (green indicator)
- Greater than 15% and less than 25% of plan (yellow indicator)
- Greater than 25% 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 |
| Backfill Developers for Production Support and Enhancements |
Execution |
Green |
6/15/2009 |
12/18/2009 |
4/30/2009 |
Green |
| Deposits |
Execution |
Green |
7/1/2009 |
1/31/2010 |
1/31/2010 |
Green |
| ARRA Transparency |
Execution |
Green |
10/15/2009 |
1/31/2010 |
1/31/2010 |
Green |
| Time & Labor Pilot |
Execution |
Green |
3/1/2009 |
5/28/2010 |
6/30/2010 |
Green |
| Commitment Accounting Rollout |
Execution |
Green |
9/1/2009 |
6/30/2010 |
6/30/2010 |
Green |
| Time & Labor Manager Self Service |
Execution |
Red |
10/1/2009 |
12/31/2009 |
12/31/2009 |
Green |
| Integrated Item Maintenance |
Execution |
Green |
8/1/2009 |
1/31/2010 |
1/31/2010 |
Green |
| Asset Management Pilot |
Execution |
Green |
6/1/2009 |
4/14/2010 |
4/14/2010 |
Green |
| Grants, Projects, Contract Accounts Receivable, Billing ODOT/OESC |
Execution |
Yellow |
7/1/2009 |
7/31/2010 |
5/3/2010 |
Green |
| AP Workflow |
Planning |
Green |
8/15/2009 |
9/30/2009 |
10/30/2009 |
Green |
| Higher Education Interface |
Planning-Execution |
Yellow |
3/1/2008 |
7/31/2009 |
10/31/2009 |
Green |
Slide 31
Program Status
- Within 15% of plan (green indicator)
- Greater than 15% and less than 25% of plan (yellow indicator)
- Greater than 25% 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 |
| Human Capital Management Functionality Enhancements |
Execution |
Green |
1/4/2010 |
5/28/2010 |
5/10/2010 |
Green |
| Inventory ODOT |
Execution |
Green |
8/1/2009 |
5/3/2010 |
5/3/2010 |
Green |
| Grants, Projects, Contract Accounts Receivable, Billing Commerce, DEQ Remainder of Pilot Agencies |
Planning-Execution |
Green |
7/1/2009 |
7/31/2010 |
11/30/2009 |
Green |
| Business Intelligence - FS Analytics |
Initiation |
Red |
4/1/2009 |
7/31/2009 |
7/31/2009 |
Red |
| Open Books Phase 3 |
Concept |
Green |
|
|
|
Green |
| Asset Management Rollout |
Planning |
Green |
9/15/2009 |
3/31/2010 |
12/16/2009 |
Green |
| Grants - Provisioning |
Planning |
Red |
7/31/2008 |
7/15/2009 |
10/16/2009 |
Green |
| Licensing |
Planning |
Red |
12/1/2008 |
8/15/2009 |
3/31/2010 |
Green |
| Treasury - General Ledger Implementation |
Initiation |
Red |
3/16/2009 |
7/15/2009 |
7/31/2009 |
Green |
| eBill Payment |
Initiation |
Green |
4/1/2009 |
6/30/2009 |
6/30/2009 |
Green |
Slide 32
Executive Issues
- Communications:
- Next Quarterly Partners meeting: February 2010
- Financial Advisor Group meeting: January 2010
- Finalize BAS Projects 2010 budget: to be scheduled with Brenda Bolander and Joe Fleckinger
- Roadmaps in development
- Procure to Pay - January 2010
- OKDHS under refinement - January 2010
