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Agenda

Agenda. Office of State Finance. Communications and Governance. Introductions. CORE Team Responsibilities. Current Project Status. Project Portfolio (3 year plan). Issues. Feedback and Questions. Agenda. Office of State Finance. Communications and Governance. Introductions.

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Agenda

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  1. Agenda Office of State Finance Communications and Governance Introductions CORE Team Responsibilities Current Project Status Project Portfolio (3 year plan) Issues Feedback and Questions

  2. Agenda Office of State Finance Communications and Governance Introductions

  3. Governance / Communications Approach Partner Meeting • Senior management briefing • Strategy / Portfolio Management • Permanent members OSF (DCAR, ISD) OPM, DCS • Revolving membership ODOT, OESC, DEQ, Commerce, DHS HR/Payroll Advisory Group Finance Advisory Group Procurement Advisory Group Future Future • Management briefing • Policy / Continuous Improvement • Lead by OSF (ISD/DCAR) • Agency Financial Leadership Project Specific Communications

  4. Purpose of Partner Meeting • Quarterly review of CORE projects • Communicate Plans, Status, and Issues • Communicate Resource Requirements • Receive Feedback and Guidance from Key Stakeholders Stakeholder Communication & Feedback

  5. Agenda Office of State Finance Communications and Governance Introductions CORE Team Responsibilities

  6. CORE Team Responsibilities • Maintain the business services that are in production • Implement new business services • Rollout business services to new agencies • Provide continuous improvement

  7. Financials Payroll/Human Resources Other Implemented In Process Planned CORE Business Services Reporting / Business Intelligence Project Analytics Financial Analytics Human Resource Procurement & Spend Extend / Collaborate Strategic Sourcing - 1 E-Supplier - 1 Employee Self Service - 18 Enterprise Learning Mgmt - 2 OK.GOV Portal Help Desk Self Service AP Workflow Expenses Manager Self Service E-Bill Payment eProcurement Transaction / Streamline General Ledger - 175 Accts Payable - 175 Human Resource - 132 Base Benefits- 131 Help Desk - 3 Grants Provisioning Purchasing - 130 Budget - 174 Payroll - 131 Time & Labor Licensee Account Receivable Billing Higher Education Interface Asset Mgmt Project / Grants / Contracts Inventory P-Cards

  8. CORE Team • 41% of CORE team is consultants • 45% of CORE team is permanently assigned • Agency and consultant resources fluctuate • As agency rollouts occur we want to expand agency resource and reduce consultant Seventy-three FTE’s Are Currently Working on CORE projects

  9. CORE Team Responsibilities CORE Resources Spend 67% of Their Time on Projects and 33% On Support

  10. Project Portfolio (3 Year Plan) There are 54 Identified Projects in the 3 Year Plan

  11. Agenda Office of State Finance Communications and Governance Introductions CORE Team Responsibilities Project Portfolio (3 year plan)

  12. CORE Opportunity Map Concept Maintain Operational New Services Completed Non Peoplesoft 2009 2010 2011 Asset mgmt Rollout Asset mgmt Rollout Scanning and bar coding Financials Upgrade Assets Asset Mgmt Pilot Inventory Rollout Voucher Build PCard Inventory Rollout Budget Apply Bundles Integrated Item Maintenance Inventory Implementation Expense Module Grant/Project/Contracts Rollout Address Scrubbing Software Backfill Developers eBill Pay Leave Request Approval Inventory ODOT AR Billing Rollout Apply Bundles 2010 Training Web Delivery Supply Chain Mgmt AP Workflow Grant/Project/Contracts Other Pilot Org Publisher T&L Mgr Self Service Rollout Treasury Accel OSF/ODOT AR/BI e- procurement Govt Risk & Compliance Travel Expense EFT Deposits Apply Bundles 2010 Enterprise Learning - Rollout GPC Pilot – ODOC/DEQ Time and Labor Rollout Commitment Accounting Rollout GPC Pilot – ODOT/OESC Archiving Phase 2 Apply Bundles Business Intelligence Strategic Sourcing- e-Supplier Rollout Time and Labor Pilot Higher Education Interface Financial Management Licensing ARRA Transparancy Employee Self Service Rollout T&L Manager Self Service Commitment Accounting Grants Provisioning ARRA Enterprise Service Automation Enterprise Learning Mgmt - DEQ HCM V9.0 Employee Self Service Pilot Open books Phase 2 Archiving Phase 1 Strategic Sourcing/E-Supplier Human Capital Management Other Supplier Relationship

  13. Agenda Office of State Finance Communications and Governance Introductions CORE Team Responsibilities Current Project Status Project Portfolio (3 year plan)

  14. Portfolio/Project Framework Portfolio (3 Year Plan) Maintain Operational Improvements Define / Implement Services Project Framework Concept - Identifies a project idea, potential benefits and initial scope Initiation • Defines and authorizes a project obtains budgetary estimates • - +/-50% Plan Updated Portfolio and Scorecard Planning - Defines objectives and plans the course of action required to attain the objectives - +/-15% Plan Updated Portfolio and Scorecard Execution - Integrates people and other resources to carry out the plan - Updated Scorecard, Monthly Status Close

  15. CORE Opportunity Map Concept Initiation Planning Execution Close Non Peoplesoft 2009 2010 2011 Asset mgmt Rollout Asset mgmt Rollout Scanning and bar coding Financials Upgrade Assets Asset Mgmt Pilot Inventory Rollout Voucher Build PCard Inventory Rollout Budget Apply Bundles Integrated Item Maintenance Inventory Implementation Expense Module Grant/Project/Contracts Rollout Address Scrubbing Software Backfill Developers eBill Pay Leave Request Approval Inventory ODOT AR Billing Rollout Apply Bundles 2010 Training Web Delivery Supply Chain Mgmt AP Workflow Grant/Project/Contracts Other Pilot T&L Mgr Self Service Rollout Org Publisher Treasury Accel OSF/ODOT AR/BI e- procurement Govt Risk & Compliance Travel Expense EFT Deposits GPC Pilot – ODOC/DEQ Apply Bundles 2010 Enterprise Learning - Rollout Backfill Developers GPC Pilot – ODOT/OESC Time and Labor Rollout Commitment Accounting Rollout Archiving Phase 2 Apply Bundles Business Intelligence Strategic Sourcing- e-Supplier Rollout Time and Labor Pilot Higher Education Interface Financial Management Licensing ARRA Transparancy Employee Self Service Rollout T&L Manager Self Service Commitment Accounting Grants Provisioning ARRA Enterprise Service Automation Enterprise Learning Mgmt - DEQ HCM V9.0 Employee Self Service Pilot Open books Phase 2 Archiving Phase 1 Strategic Sourcing/E-Supplier Human Capital Management Other Supplier Relationship

  16. Execution Close Projects in Close / Execution Delivery Schedule 2009 2010

  17. Planning Projects in Planning Schedule 2009 2010

  18. Agenda Office of State Finance Communications and Governance Introductions CORE Team Responsibilities Current Project Status Project Portfolio (3 year plan) Issues

  19. Issues Issues Solutions 1) The CORE team need to do a better job of communicating status and direction to agencies and receiving guidance from agencies Conduct quarterly partner meetings and start advisory group meetings. Publish a CORE newsletter bi-monthly 2) 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 cross functional team consisting of experts from Grants/Projects/Contracts and Payroll/Time and Labor are documenting possible solutions. Recommendation due ? 3) Agency resources are required to help rollout the new services implemented by the CORE team. Detailed resource requirements will be presented to the agencies during the planning phase

  20. Agenda Office of State Finance Communications and Governance Introductions CORE Team Responsibilities Current Project Status Project Portfolio (3 year plan) Issues Feedback and Questions

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