Business Application Services (CORE) Publications - HCM Advisory Board Meeting September 22, 2011

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

Slide 1

HCM Advisory Board

September 22, 2011

Slide 2

Agenda

• Members
• Project Updates
• Issues
• 60 Day Target Review
• Feedback and Questions
• Other

Slide 3

HCM Advisory Board Contact Information

• Carol Barton - (405) 522-4363 - carol.barton@osf.ok.gov
• Mike Hedrick - (405) 522-1714 - mike.hedrick@osf.ok.gov
• Alan Binegar - (405) 522-1712 - alan.binegar@osf.ok.gov
• Tom Patt - (405) 522-0422 - tom.patt@opm.ok.gov
• Everett Slavik - (405) 522-0123 - everett.slavik@opm.ok.gov
• Other Members
  • Tom Spencer - (405) 858-6737 - tspencer@opers.ok.gov
  • Dan Melton - (405) 232-1190 - dmelton@ebc.state.ok.us

Slide 4

HCM Advisory Board Members

• Cynthia Zinn, Oklahoma Healthcare Authority
• Margot Barnes, Oklahoma Department of Human Services (OKDHS)
• Gary Sloup, Oklahoma Department of Transportation (ODOT)
• Cindy Leonard, Oklahoma Department of Corrections
• Leanne Beale, Oklahoma State Department of Health
• Lucinda Meltabarger, Office of State Finance (OSF)
• Lee Ann Gregory, Career Tech
• Linda Phillips, Department of Public Safety (DPS)
• Diane Haser-Bennett, OKDHS
• Christina Hamilton, Department of Commerce (Commerce)
• Joanie Batty, Department of Rehabilitative Services (DRS)
• Paula Land, DRS
• April Story, Oklahoma State and Education Employees Group Insurance Board

Slide 5

Agenda

• Project Updates

Slide 6

Completed Projects Since Last HCM Advisory Board

• Data.ok.gov: Schedule, Green; Budget, Green.
• Oklahoma Water Resources Board (OWRB): Schedule, Green; Budget, Green.
• Technical Backfill: Schedule, Green; Budget, Green.
• ELM Rollout Phase II: Schedule, Green; Budget, Green.
• Department of Mines Grants, Projects, Contract (GPC), Accounts Receivable (AR)/Business Intelligence (BI): Schedule, green; Budget, Green

Slide 7

Multi-Agency Business Services Opportunity Map

Images of a flow chart showing opportunities, phase and status for three-year period.

Assets

• 2011
  • Asset Management Rollout Tax Commission, execution
•  2012
  • Scanning and bar coding, planning
  • Asset Management Rollout, concept

Supply Chain Management

• 2011
  • Inventory Mental Health, close
• 2012
  • Inventory ODOT, execution
  • Inventory Rollout, concept
• 2013
  • Inventory Rollout, concept

Financial Management

• 2011
  • PCard Bank of America (BOA) transition, close
  • Treasury General Ledger (GL), close
  • Loan Processing, execution
  • 3% Backup Withholdings, concept
  • ODOT Accounts Receivable (AR) Billing, execution
  • Backfill Developers, execution
• 2012
  • eBill Pay, initiation
  • Expense Module, planning
  • Voucher Build, concept
  • Budget Upgrade, concept
  • Financials Upgrade, concept
  • Treasury Module, concept
• 2013
  • Backfill Developers, concept
  • P-card Module, concept

Enterprise Service Automation

• 2011
  • GPC Pilot Oklahoma Department of Corrections (ODOC), Department of Environmental Quality (DEQ), close
  • Mines GPC AR/BI, execution
  • Broadband GPC AR/BI, execution
  • GPC ODOT, execution
• 2012
  • GPC AR/BI Rollout, initiation
• 2013
  • GPC Rollout, concept

Human Capital Management (HCM)

• 2011
  • Time and Labor (T&L) Pilot, close
  • Enterprise Learning, Rollout, close
  • Human Relations Dashboard and New Functions, concept
  • Leave Request Approval, concept
  • Manager Self Service (MSS) Rollout, concept
  • Higher Education Interface, execution
  • ODOT T&L MSS, execution
• 2012
  • Enterprise Learning Rollout, concept
  • Apply HCM Bundles, concept
• 2013
  • Organization Publisher, initiation
  • Enterprise Learning Rollout, concept
  • E-Performance, concept

Other

• 2011
  • OpenBooks Phase 3, close
  • data.gov, close
  • Business Intelligence Financial Analytics, planning
  • Grants Provisioning, planning
• 2012
  • Data Staging Area, close
  • Licensing, planning
  • Grants Provisioning Rollout, concept
  • Licensing Rollout, concept
• 2013
  • Archiving Phase 2, concept
  • Governmental Risk and Compliance, concept
  • Training Web Delivery, concept
  • Portal - PeopleSoft Sign on Consolidation, concept

Supplier Relationship

• 2012
  • e-Procurement, concept
  • Business Intelligence Purchase Order Analytic, concept

Slide 8

Agenda

• Issues

Slide 9

Slide 10

Agenda

• 60 Day Target Review

Slide 11

Application Enhancement Service Requests

• January 2011: Pending, 86 Technical, 29 Functional; Development, 30 Technical, 8 Functional; UAT, 30 Technical, 1 Functional; Closed, 12 Technical, 53 Functional.
• February 2011: Pending, 78 Technical, 22 Functional; Development, 25 Technical, 8 Functional; UAT, 10 Technical, 3 Functional; Closed, 10 Technical, 4 Functional.
• March 2011: Pending, 86 Technical, 21 Functional; Development, 25 Technical, 8 Functional; UAT, 8 Technical, 2 Functional; Closed, 18 Technical, 1 Functional.
• April 2011: Pending, 85 Technical, 21 Functional; Development, 31 Technical, 11 Functional; UAT, 15 Technical, 1 Functional; Closed, 23 Technical, 7 Functional.
• May 2011: Pending, 75 Technical, 22 Functional; Development, 21 Technical, 9 Functional; UAT, 18 Technical; Closed, 41 Technical, 9 Functional.
• June 2011: Pending, 66 Technical, 22 Functional; Development, 22 Technical, 8 Functional; UAT, 10 Technical; Closed, 26 Technical, 1 Functional.
• July 2011: Pending, 68 Technical, 21 Functional; Development, 18 Technical, 4 Functional; UAT, 15 Technical; Closed, 29 Technical, 6 Functional.
• August 2011: Pending, 65 Technical, 19 Functional; Development, 20 Technical, 3 Functional; UAT, 8 Technical, 1 Functional; Closed, 26 Technical.

Slide 12

Planned Enhancement Service Requests on Time Completion

• January (Financials); 9 ESRs completed, 2 not completed, 75 percent, 10 unplanned completed.
• February (HCM); 64 ESRs completed, 13 not completed, 83 percent, 15 unplanned completed.
• March (Financials); 12 ESRs completed, 7 not completed, 63 percent, 12 unplanned completed.
• April (HCM); 27 ESRs completed, 5 not completed, 84 percent, 13 unplanned completed.
• May (FIN); 18 ESRs completed; 3 not completed, 86 percent, 17 unplanned completed.
• June (HCM) 24 ESRs completed, 4 not completed, 86 percent, 10 unplanned completed.

Slide 13

Updates - Completed Items

• 28 Items to be completed in the last reporting period.
• Status
  • 24 items from list completed
  • 4 items from list not completed
  • 10 additional items completed that were not on the list

Slide 14

Update - 60 Day Target Items

• 60 Day Target Items - Review List
  • Discussion - questions/proposed changes/clarification

Slide 15

Update - Watch Items List

• Watch Items - Review List
  • Discussion - questions/proposed changes/clarification

Slide 16

Agenda

• Feedback and Questions

Slide 17

Feedback and Questions

Slide 18

Agenda

• Other

Slide 19

Other

Goals for Meeting

• Get through the Project updates quickly
• Have and optional time at the end of the meeting for those who wish to stay 
• • Topics may include
    • OSF procedures - to help with understanding
    • Product demos
    • Deep dive discussions
  • This part of the meeting is for your benefit - we are open to suggestions