Business Application Services (CORE) Publications - Executive Board Meeting Jan. 27, 2010
The following is a text transcript of the presentation made at the BAS (CORE) Oklahoma Executive Board meeting in January 2010.
Slide 1
BAS Executive Board Jan. 27, 2010
Next CEB Scheduled - Feb. 17, 2010
Slide 2
Agenda
- SQL Requests/Problem Management Summary
- Completed Projects
- Portfolio
- Budget Status
- Priority
- Execution Delivery Schedule
- Projects in Movement
Program Status
HCM
Financials
Application Development Service Request Summary
Scorecard
FMS Service Requests
Executive Issues
Slide 3
Problem Management
SQL Requests in Total Year-to-Date 2009
| |
Jan |
Feb |
March |
April |
May |
June |
July |
Aug |
Sept |
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 |
2 |
0 |
0 |
| HRMS |
20 |
21 |
18 |
18 |
10 |
11 |
7 |
24 |
16 |
10 |
3 |
7 |
| Financial |
13 |
10 |
34 |
28 |
14 |
16 |
16 |
19 |
15 |
4 |
14 |
8 |
| 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 |
| Purchasing |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
4 |
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 |
10 |
2 |
2 |
6 |
0 |
| PO |
1 |
0 |
1 |
0 |
0 |
| HCM |
9 |
5 |
2 |
0 |
2 |
| Total |
20 |
7 |
5 |
6 |
2 |
Slide 5
Completed Project, since last BAS Executive Board
Item Maintenance, Schedule (Green); Budget (Green)
Deposits, Schedule (Green); Budget (Green)
Slide 6
Portfolio Priority 1-15
| Project Name |
Project Manager |
Dept |
Function |
Current Project Phase |
Priority within Function |
| Backfill Developers for Production Support and Enhancements |
Fred Cantrell |
BAS |
Financial Mgmt + Human Capital Mgmt |
Execution |
1 |
| Deposits |
Alex / Kim |
BAS |
Financial Mgmt |
Close |
2 |
| ARRA-Phase II BI Transparency |
Lisa McKeithan |
BAS |
Other |
Execution |
3 |
| Time and Labor Pilot |
Alex / Kim |
BAS |
Human Capital Mgmt |
Execution |
4 |
| Commitment Accounting - Rollout |
Michael Grisser |
BAS |
Human Capital Mgmt |
Execution |
5 |
| Time & Labor Manager Self Service |
Alex / Kim |
BAS |
Human Capital Mgmt |
Planning - Execution |
6 |
| Integrated Item Maintenance |
Alex / Kim |
BAS |
Assets, Supply Chain Mgmt |
Close |
7 |
| Asset Mgmt - Pilot |
Alex / Kim |
BAS |
Assets |
Execution |
8 |
| Grants/Projects/Contracts/AR Billing - ODOT/OESC |
Alex / Kim |
BAS |
Enterprise Service Automation |
Execution |
9 |
| Manager Self Service ODOT Pilot |
Alex/Kim |
BAS |
Enterprise Service Automation |
Planning |
10 |
| People Soft Extract Staging Environment |
Lisa McKeithan |
BAS |
Other |
Planning |
11 |
| AP Workflow |
Michael Grisser |
BAS |
Financial Mgmt |
Planning |
12 |
| Higher Education Interface |
Lisa McKeithan |
BAS |
Human Capital Mgmt |
Planning |
13 |
| HCM Functionality Enhancements |
Michael Grisser |
BAS |
Human Capital Mgmt |
Execution |
14 |
| Inventory - ODOT |
Alex / Kim |
BAS |
Supply Chain Mgmt |
Execution |
15 |
Slide 7
Portfolio Priority 16-28
| Project Name |
Project Manager |
Dept |
Function |
Current Project Phase |
Priority within Function |
| Grants/Projects/Contracts/AR Billing-Commerce/DEQ/Remainder of Concept Agencies |
Alex/Kim |
BAS |
Enterprise Service Automation |
Planning |
16 |
| Business Intelligence |
Lisa McKeithan |
BAS |
Other |
Planning |
17 |
| Employee Self Service-Rollout |
Michael Grisser |
BAS |
Human Capital Mgmt |
Execution |
18 |
| Travel & Expense EFT |
Steve Wilson |
DCAR |
Financial Mgmt |
Execution |
19 |
| OpenBooks Phase III |
Lisa McKeithan |
BAS |
Other |
Concept |
20 |
| Asset Mgmt - Rollout |
Michael Grisser |
BAS |
Assets |
Planning |
21 |
| Grants - Provisioning |
Lisa McKeithan |
BAS |
Other |
Planning |
22 |
| Licensing |
Lisa McKeithan |
BAS |
Other |
Planning |
23 |
| Treasury |
Lisa McKeithan |
BAS |
Financial Mgmt |
Initiation |
24 |
| eBill Payment |
Lisa McKeithan |
BAS |
Financial Mgmt |
Concept |
25 |
| Backfill Developers for Production Support and Enhancements - 2011 |
Fred Cantrell |
BAS |
Financial Mgmt + Human Capital Mgmt |
Planning |
26 |
| BI - CAFR |
Lisa McKeithan |
BAS |
Other |
Concept |
27 |
| Scanning and Bar-coding for Phase II modules |
Alex |
BAS |
Assets |
Concept |
28 |
Slide 8
Projects in Execution Delivery Schedule
- ARRA Transparency - October 2009-January 2010
- Manager Self Service - November 2009-January 2010
- Backfill Developer Support - June 2009-June 2010
- Asset Mgmt Pilot - June 2009-April 2010
- Inventory ODOT - August 2009-May 2010
- Time & Labor - April 2009-December 2009; January 2010; April 2010
- HCM Enhanced Functioning - December 2009-May 2010
- Commitment Accounting Rollout - October 2009-July 2010
- ODOT/OESC Grants/Projects/Contracts - May 2009-August 2010
- Grants/Projects/Contracts/Accounts Receivable/Business Intelligence/Time & Labor Extended - December 2009-November 2010
- Asset Management Rollout - April 2010-January 2011
- Higher Ed Interface - December 2009-March 2011
Slide 9
Detailed Milestone Plan, 2666 - Time & Labor Extended (Monthly)
Design and implementation of required functionality for monthly payroll to feed Projects, Contacts 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 (+/- 10%)
- Prepare and conduct prototype sessions. (Tasks, January-February 2011)
- Prepare Development Requests. (Tasks, February 2011)
- Prepare for and conduct Business Process testing. (Tasks, February-March 2011)
- Develop and unit test rules. (Tasks, February-April 2011)
- Define and test security roles. (Tasks, April-May 2011)
- Perform Gross to Net testing. (Tasks, May-June 2011)
- Prepare for and conduct integration testing. (Tasks, June-July 2011)
- Prepare for and conduct User Acceptance Testing. (Tasks, July-August 2011)
- Perform Conversions/Go Live. (Tasks, August-September 2011)
- Post Production Support. (Tasks, September-November 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 (+/- 10%)
- 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 2010; Group E, October 2010; Group F, December 2010)
- Configure Agencies Asset Management Business Unity in Production (Tasks; Group B, May 2010; Group C, July 2010; Group D, September 2010; Group E, October-December 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 (Milestones; 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, May-June 2010; Group C, July-Aug 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 - 08/22/2010s
- Group D - 24 agencies 07/01/2010 - 09/16/2010 - 10/16/2010s
- 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, 2675 - Staging Environment for PeopleSoft Extracts
Before ODOT can go live with the Phase II Modules, it need to insure that the appropriate reporting is in place to support its on-going operations. This project will extract data from PeopleSoft and put it in staging tables so that ODOT can pull it forward.
Milestone Plan (+/- 50%)
- Build Staging Environment (Tasks, January 2010)
- Psoft Financials - Developer Requests & Development (Tasks, February-April 2010)
- OpenBooks - Developer Requests & Development (Tasks, April-May 2010)
- CAFR - Developer Requests & Development (Tasks, April-May 2010)
- Psoft HCM - Developer Requests 7 Development (Tasks, March-June 2010)
- Testing (Tasks, February-June 2010)
Slide 12
Program Status
HCM
Slide 13
BAS – 2581 Time & Labor Key
- Status: Red
- Integration and 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 |
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 moved to biweekly Payrolls as of January 2010
- Full integration test and UAT will coincide with GPC and Concept Agencies.
- Awaiting decision on DPS policies.
|
Slide 14
BAS – 2600 Manager Self Service
- Status: GREEN
- Project on hold pending more analysis
Key Activities
| Task |
Percentage Complete |
Start |
End |
| Training Manual |
100 |
10/01/2009 |
10/16/2009 |
| User Acceptance Testing |
100 |
12/21/2009 |
01/11/2010 |
| Security |
100 |
12/21/2009 |
01/11/2010 |
| Perform Training for Concept Agency |
100 |
01/19/2010 |
01/22/2010 |
| Go Live |
0 |
02/01/2010 |
|
| Requires Awareness: |
- Project on hold pending more analysis
|
Slide 15
BAS – 2674 Manager Self Service ODOT / Pilot
- Status: GREEN
- Project will be in two phases: (1) limited salary personnel in the March time frame and (2) all non-Agile Asset personnel July 1st.
Key Activities
| Task |
Percentage Complete |
Start |
End |
| Kick Off |
0 |
02/09/2010 |
02/09/2010 |
| Schedule Project |
0 |
02/10/2010 |
02/17/2010 |
| Security |
0 |
|
|
| Perform Training for Concept Agency |
0 |
|
|
| Go Live |
0 |
07/01/2010 |
|
Slide 16
BAS – 2636 Commitment Accounting Rollout
- Overall Issues Status: GREEN
- Group C went live as of 01/18/2010. Training and Q&A sessions have been completed for Groups C & D. Kick-off session completed for Group F 01/21. Rollout plan is progressing as scheduled. Training days for Group D will be increased from 1.5 to 2.5 days to accommodate the number of agencies.
Key Activities
| Task |
Percentage Complete |
Start |
End |
| Group C Go Live |
100 |
10/28/2009 |
01/182010 |
| Group C Training |
100 |
01/13/2010 |
01/14/2010 |
| Group D Q&A |
100 |
01/19/2010 |
01/19/2010 |
| Group F Kickoff Meeting |
100 |
01/21/2010 |
01/21/2010 |
| Group D Go Live |
0 |
02/13/2010 |
02/142010 |
Slide 17
BAS – 2637 HCM Functionality Enhancements
- Overall Issues Status: GREEN
- Functional specs 14 of 23 are completed. Technical specs 14 are completed. The number of reports has again been reduced (by 3) due to the team creating queries. Two approach papers have been created and and are under review. Search Match is complete except for acceptance testing which will determine if the related documentation is adequate. ODOT updates to locations are complete.
Key Activities
| Task |
Percentage Complete |
Start |
End |
| ODOT - Completed Location table updates as well as updates to job and position with the new locations |
100 |
01/01/2010 |
01/15/2010 |
| Define and Implement Search match |
85 |
01/01/2010 |
02/19/2010 |
| Table of Organization |
47 |
01/01/2010 |
02/28/2010 |
| Queries (71%) and Reports |
16 |
01/01/2010 |
05/12/2010 |
| Requires Awareness: |
Case 3-1285165731 logged with PeopleSoft to report security flaw on badge component - we can easily fix if we do not get a solution from Oracle. The case has been escalated.
Tech estimates on Market Pay process increased by 40 hours because of complexity. Plan is OK due to reduction of other reports being replaced by queries.
|
Slide 18
Service Catalog Requests – Employee Self Service Rollout
| |
Agencies |
No. of Employees |
| Live on System as of 02/01/2010 |
48 |
18,257 |
| Scheduled after 02/01/2010 |
16 |
4,980 |
| Total live and Scheduled |
64 |
23,641 |
- As of February 1, 46 percent of employees will be live on ESS.
- As of today, 59 percent of employees are live and/or scheduled to be live on ESS.
- Presentations - Last ESS presentation was performed on December 17.
- User Password Reset functionality should be moved to production around 01/27
Slide 19
Program Status
- Financials Phase II Modules
Slide 20
BAS – 2597 Asset Pilot
- Overall Issues Status: GREEN
- The Team is preparing for User Acceptance Testing. Integration Testing identified a few issues related to Security. New DRs have been created an are being routed for approval and development prior to User Acceptance Testing.
Key Activities
| Task |
Start |
End |
| Integration Testing - Finalizing |
11/09/2009 |
01/13/2010 |
| Training Manuals |
01/04/2010 |
02/05/2010 |
| User Acceptance - Preparing for |
02/03/2010 |
02/25/2010 |
| Training |
02/08/2010 |
03/05/2010 |
| Go – Live |
03/08/2010 |
|
| 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 21
BAS – 2599 Grants, Projects, Projects, Contracts with AR/Billing
- Overall Issues Status: RED
- The Team is preparing for Integration Testing. Integration Testing to begin on 01/25/2010 rather than 01/04/2010. The Team is working an a "catch-up" plan.
- OESC has begun working with BAS to be a part of the May/June go-live timeline. OESC still waiting on consultant.
Key Activities
| Task |
Start |
End |
| Define Agency Configuration - ODOT Complete / OESC Continuing |
09/01/2009 |
11/30/2009 |
| Clean-up and Format Conversion Data - Ongoing |
09/01/2009 |
11/30/2009 |
| Prepare for Integration Testing - Continuing |
10/01/2009 |
12/25/2009 |
| Integration Testing |
01/04/2010 |
02/16/2010 |
| Training Manuals - Identification |
01/18/2010 |
02/26/2010 |
| Requires Awareness: |
- Go-live is scheduled for: OESC - 06/01/2010; ODOT - 07/01/2010
- Late getting OESC involved.
- OESC consultant - delayed.
- ODOT change requires rework of plan.
|
Slide 22
BAS – 2602 AP Workflow Status
- Overall Issues Status: RED
- On December 7th Maximus presented 4 options and made a recommendation. The Team wanted more time to digest the options. A meeting was scheduled for 01/06 which was canceled due to consultants being sick. It has been rescheduled for 02/20/2010
Key Activities
| Task |
Percentage Complete |
Start |
End |
| Perform On Site Fit/Info gather Sessions |
100 |
9/7/2009 |
9/11/2009 |
| Maximus presents solutions |
100 |
12/07/2009 |
12/07/2009 |
| Determine to move forward or hold |
0 |
01/06/2010 |
02/19/2010 |
| Requires Awareness: |
- Based on current analysis the AP workflow does not appear to have benefit right now. Team is reviewing options.
|
Slide 23
BAS – 2610 Inventory ODOT
- Overall Issues Status: RED
- Development has been approved for Inventory ODOT
Key Activities
| Task |
Start |
End |
| Development |
10/01/2009 |
11/30/2009 |
| Requires Awareness: |
- No other tasks for BAS at this time. They plan to go live 07/01/2010
|
Slide 24
ODOT Phase II Update
| Milestone |
Target |
Complete |
| Accelerated OSF/ODOT AR/BI |
10/30/2009 |
10/30/2009 |
| Commitment Accounting |
12/14/2009 |
12/14/2009 |
| Time and Labor Lite |
01/10/2010 |
01/10/2010 |
| Leave Conversion |
01/10/2010 |
01/10/2010 |
| Deposits |
01/18/2010 |
01/18/2010 |
| Item Maintenance |
01/19/2010 |
01/19/2010 |
| Bi-Weekly |
01/20/2010 |
01/20/2010 |
| Contracts |
03/01/2010 |
|
| Asset Management Pilot Rollout |
07/01/2010 |
|
| Inventory |
07/01/2010 |
|
| G/P/C |
07/01/2010 |
|
| T&L with Project Costing |
07/01/2010 |
|
| Agile Assets |
07/01/2010 |
|
Slide 25
BAS Development Service Requests
- Number of Service Requests August 2009: DR Develop, 14; Pending, 63; Development, 12; User Test, 30; Completed, 6.
- Number of Service Requests September 2009: DR Develop, 19; Pending, 58; Development, 16; User Test, 17; Completed, 16.
- Number of Service Requests October 2009: DR Develop, 22; Pending, 56; Development, 11; User Test, 23; Completed, 14.
- Number of Service Requests November 2009: DR Develop, 24; Pending, 64; Development, 12; User Test, 23; Completed, 12.
- Number of Service Requests January 2010: DR Develop, 31; Pending, 54; Development, 9; User Test, 21; Completed, 22.
Slide 26
Application Development Service Request Chart - January 14, 2010
| |
DR Develop |
Pending |
Development |
User Test |
Completed |
| February |
|
|
|
|
|
| March |
|
|
|
|
|
| April |
|
|
|
|
|
| May |
|
|
|
|
|
| June |
|
|
|
|
|
| July |
|
|
|
|
|
| August |
15 |
63 |
12 |
30 |
6 |
| September |
19 |
58 |
16 |
17 |
16 |
| October |
22 |
56 |
11 |
23 |
14 |
| November |
24 |
64 |
12 |
23 |
12 |
| January |
31 |
54 |
9 |
21 |
22 |
Slide 27
Application Development Service request Summary as of January 14, 2010
| Problem Mgmt |
|
DR |
Pending |
Dev |
UAT |
Completed |
| CRM |
0 |
0 |
0 |
0 |
0 |
| ELM |
0 |
0 |
0 |
0 |
0 |
| EPM |
0 |
0 |
0 |
0 |
0 |
| FIN |
1 |
1 |
1 |
0 |
4 |
| HCM |
1 |
1 |
0 |
2 |
0 |
| Total |
2 |
2 |
1 |
2 |
4 |
| Service Requests |
|
DR |
Pending |
Dev |
UAT |
Completed |
| CRM |
0 |
2 |
0 |
1 |
0 |
| ELM |
3 |
0 |
0 |
2 |
1 |
| EPM |
0 |
1 |
0 |
0 |
0 |
| FIN |
11 |
17 |
4 |
4 |
8 |
| HCM |
15 |
32 |
4 |
12 |
9 |
| Total |
29 |
52 |
8 |
19 |
18 |
| |
|
DR |
Pending |
Dev |
UAT |
Completed |
| Overall Total |
31 |
54 |
9 |
21 |
22 |
Slide 28
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 |
| Backfill Developers for Production Support & Enhancements |
Execution |
Green |
06/15/2009 |
12/18/2009 |
04/30/2009 |
Green |
| ARRA Transparency |
Execution |
Green |
10/15/2009 |
01/31/2010 |
01/31/2010 |
Green |
| Time & Labor Pilot |
Execution |
Red |
03/01/2009 |
5/28/2010 |
6/30/2010 |
Red |
| Commitment Accounting Rollout |
Execution |
Green |
09/01/2009 |
06/30/2010 |
06/30/2010 |
Green |
| Time & Labor Manager Self Service |
Execution |
Red |
10/1/2009 |
12/31/2009 |
12/31/2009 |
Red |
| Asset Management Pilot |
Execution |
Green |
06/01/2009 |
04/14/2010 |
04/14/2010 |
Green |
| Grants, Projects,Contract Accounts Receivable Billing ODOT/OESC |
Execution |
Yellow |
07/01/2009 |
07/31/2010 |
05/03/2010 |
Red |
| PeopleSoft Extract Staging Environment |
Planning |
Green |
01/14/2010 |
06/30/2010 |
06/30/2010 |
Green |
| AP Workflow |
Planning |
Red |
08/15/2009 |
09/30/2009 |
02/28/2010 |
Green |
| Higher Education Interface |
Planning/Execution |
Yellow |
03/01/2009 |
07/31/2009 |
2/28/2010 |
Green |
Slide 29
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 |
| HCM Functionality Enhancements |
Execution |
Green |
1/4/2010 |
5/28/2010 |
5/28/2010 |
Green |
| Inventory ODOT |
Execution |
Red |
8/1/2009 |
5/3/2010 |
5/3/2010 |
Red |
| Grants, Projects, Contract Accounts Receivable Billing Commerce, DEQ & Remainder of Pilot Agencies |
Planning/Execution |
Green |
12/1/2009 |
10/31/2010 |
10/31/2010 |
Green |
| Business Intelligence - FS Analytics |
Initiation |
Red |
4/1/2009 |
7/31/2009 |
6/30/2009 |
Red |
| Asset Management Rollout |
Planning |
Green |
9/15/2008 |
3/31/2010 |
2/28/2010 |
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 - GL Implementation |
Initiation |
Red |
3/16/2009 |
7/15/2009 |
2/28/2010 |
Green |
Slide 30
FMS Service Requests
| |
Total |
Financials |
Supply Chain (PO) |
Other |
| Total Items |
46 |
29 |
17 |
0 |
| Ranked Items |
15 |
8 |
7 |
0 |
| Items Needing Cancellations (30's) |
1 |
1 |
0 |
0 |
| Items with Approved DR's (40's) |
10 |
10 |
0 |
0 |
| Items with Approved DR's (50's) |
20 |
10 |
10 |
0 |
| New Items to be Ranked (100's) |
0 |
0 |
0 |
0 |
| Completed Items (999's) |
0 |
0 |
0 |
0 |
Slide 31
Issues
| Issue |
Status |
| 1) PeopleSoft requires agencies to be on bi-weekly payroll to support integration between payroll and Projects /Grants / Contracts. DEQ and Commerce are not moving toward a bi-weekly payroll. |
A detail plan has been created and presented to DEQ and Commerce. Commerce has committed to the plan and DEQ is in the Process of reviewing. |
| 2) The fixed asset rollout plan has been completed and additional state resource is required to deliver on the current schedule. |
Determining how to fund the project with additional state resource. |
| 3) The bi-weekly payroll conversion was more difficult for the agencies and HCM Team than expected. |
We will conduct a post mortem on the bi-weekly payroll project and determine what we can do to make this conversion process seamless. |
| 4) ODOT has delayed their implementation of Grants/Projects/Contracts, Inventory, and Time and Labor. |
The team is currently re-planning the implementation for the four pilot agencies - (DEQ, Commerce, ODOT, OESC). |
Slide 32
Executive Notes
- Communications
- Next Quarterly Partners meeting: Feb. 4, 2010
- Financial Advisor Group meeting: Jan. 27, 2010
- Roadmaps in Development:
- Procure to Pay - January 2010
- OKDHS under refinement - February 2010
- Special CEB Meeting - Review ODOT Revised Plans - TBD
