USAF Integrated Financial Management Concept of Operations

1. USAF Integrated Financial Management Concept of Operations

2. 2 Air Force 1968

3. 3 Air Force 2008

4. 4 Air Force Financial Management Operations

5. 5 Financial Services Integration

6. 6 FM Transformation Workforce Management (from SAF/FM Strategic Plan FY06) The FM workforce is critical to the success of our strategy! People are the foundation for success of Air Force Financial Management. FM professionals must continue to develop individually through training, self-study, and developmental assignments; and organizationally through appropriate alignment with evolving systems and service delivery. Each of the five strategic goals (identified as vital in achieving the FM Vision) requires us to develop the FM workforce. The key is in the upper left quadrant �plans don�t make things happen; policy doesn�t, law doesn�t � it takes people to make things happen Six Lanes of Transformation Combat Comptroller Financial Services Financial Advisor FM Center of Expertise Education, Training and Development Budget Transformation OperationWorkforce Management (from SAF/FM Strategic Plan FY06) The FM workforce is critical to the success of our strategy! People are the foundation for success of Air Force Financial Management. FM professionals must continue to develop individually through training, self-study, and developmental assignments; and organizationally through appropriate alignment with evolving systems and service delivery. Each of the five strategic goals (identified as vital in achieving the FM Vision) requires us to develop the FM workforce. The key is in the upper left quadrant �plans don�t make things happen; policy doesn�t, law doesn�t � it takes people to make things happen Six Lanes of Transformation Combat Comptroller Financial Services Financial Advisor FM Center of Expertise Education, Training and Development Budget Transformation Operation

7. 7 Financial Services Delivery Model

8. 8 FM Services Delivery ModelComponents Knowledge Management: FAQs Agent Trouble-shooting Scripts Air Force Policy & Regulations Process: BPE Workshops Design Specifications Stay-Go DIMHRS Design Contact Center Ops Organization: Organization Design Hiring Training Communications Change Management Transition Planning Technology: Architecture Security C&A CRM Design Telephony Design Hosting and Support Desktop Setup Web Self-Service: Knowledgebase Search - FAQs PCS Tutorial PCS Calculator Facilities: Infrastructure WAN/LAN Seating Knowledge Management Knowledge Management (KM) tools and resources are currently under development. These resources will put more information in the hands of the customer and support Contact Center agents with consistent and standardized information Training Comprehensive and effective training will prepare one integrated FM Workforce, with personnel capable of fully executing the range of FM activities and services Major components of training content include: Air Force 101, FM Process training, a rotation in the CPC, and End-to-End Contact Center training People & Organization The Contact Center will employ a mix of military, civilian, and contractor personnel Knowledge Management: FAQs Agent Trouble-shooting Scripts Air Force Policy & Regulations Process: BPE Workshops Design Specifications Stay-Go DIMHRS Design Contact Center Ops Organization: Organization Design Hiring Training Communications Change Management Transition Planning Technology: Architecture Security C&A CRM Design Telephony Design Hosting and Support Desktop Setup Web Self-Service: Knowledgebase Search - FAQs PCS Tutorial PCS Calculator Facilities: Infrastructure WAN/LAN Seating Knowledge Management Knowledge Management (KM) tools and resources are currently under development. These resources will put more information in the hands of the customer and support Contact Center agents with consistent and standardized information Training Comprehensive and effective training will prepare one integrated FM Workforce, with personnel capable of fully executing the range of FM activities and services Major components of training content include: Air Force 101, FM Process training, a rotation in the CPC, and End-to-End Contact Center training People & Organization The Contact Center will employ a mix of military, civilian, and contractor personnel

9. 9 Systems OverviewWhere We�re Headed �Future� This slide and the previous slide are two different views of the same contentThis slide and the previous slide are two different views of the same content

10. 10 Air Force Financial Management Capabilities and Processes 5 Capabilities Approximately 40 Processes Numerous Activities and System Functions XThousands of Requirements Capability: This is the ability to execute a specific course of action. It can be a single business enabler (e.g. system) or a combination of business enablers (e.g. business processes, policies, people, tools, and systems information) that assist an organization in delivering value to its customer. Process: A group of logically related activities required to execute a specific task /group of tasks or create an information asset (report). Note: Sequential activities make up a process. Activity: An activity is an action performed in conducting the business of an enterprise. It is used to portray operational actions not hardware/software system functions. Activities may align to processes and capabilities System Function: Set of organized technical actions that produce a defined automated output when given specific data inputs. A System Function should align to activities, processes, and capabilities Requirement � Defined business needs or opportunities to be addressed by a manual activity and/or system function. A requirement, when fulfilled by a manual activity, system function, policy, or governance represents a new or enhanced capability 5 Capabilities Approximately 40 Processes Numerous Activities and System Functions XThousands of Requirements Capability: This is the ability to execute a specific course of action. It can be a single business enabler (e.g. system) or a combination of business enablers (e.g. business processes, policies, people, tools, and systems information) that assist an organization in delivering value to its customer. Process: A group of logically related activities required to execute a specific task /group of tasks or create an information asset (report). Note: Sequential activities make up a process. Activity: An activity is an action performed in conducting the business of an enterprise. It is used to portray operational actions not hardware/software system functions. Activities may align to processes and capabilities System Function: Set of organized technical actions that produce a defined automated output when given specific data inputs. A System Function should align to activities, processes, and capabilities Requirement � Defined business needs or opportunities to be addressed by a manual activity and/or system function. A requirement, when fulfilled by a manual activity, system function, policy, or governance represents a new or enhanced capability

11. 11 Capability � AskProcess Budget Preparation Assemble estimates for the upcoming fiscal year, prepare justification materials to support those estimates, and defend those estimates formally and informally. Budget Planning Establish the initial agency budget plan. The budget plan is a blueprint for using financial resources during any given fiscal period or series of periods. Budget Authority The beginning of budget execution, records budgetary resources and supports the establishment of legal budgetary limitations, including appropriation warrants, apportionments, reapportionments, transfer allocations, and continuing resolutions. It also supports the establishment of funding that are not subject to apportionment.

12. 12 Using Enterprise Architecture - System to System Function Matrix

13. 13 FM Capability Management Process

14. 14 Enterprise Transition Plan � System Migrations

15. 15 Developing our Financial Management Workforce

16. 16 Financial Development Workforce Focus Areas This is an umbrella shot of what is in the FMPW portfolio. We have five main areas of focus: As career field manager for your officers and civilians, we have Force Development and Education and Training responsibiliy. I will discuss each of those areas. We currently have responsibility for FM Workforce Communications which includes the AF Comptroller magazine and the SAF/FM On-Line monthly newsletter. We are serve as your FM WarPlanner and Comptroller Functional Area Manager (basically the CFM for wartime areas). I can�t address each of these in detail but this will provide a reference material for our areas of responsibility. The first four areas are primarily AF-wide FM functions. The last is colored differently to indicate it is primarily internal to SAF/FM. We serve as your internal personnel and manpower office.This is an umbrella shot of what is in the FMPW portfolio. We have five main areas of focus: As career field manager for your officers and civilians, we have Force Development and Education and Training responsibiliy. I will discuss each of those areas. We currently have responsibility for FM Workforce Communications which includes the AF Comptroller magazine and the SAF/FM On-Line monthly newsletter. We are serve as your FM WarPlanner and Comptroller Functional Area Manager (basically the CFM for wartime areas). I can�t address each of these in detail but this will provide a reference material for our areas of responsibility. The first four areas are primarily AF-wide FM functions. The last is colored differently to indicate it is primarily internal to SAF/FM. We serve as your internal personnel and manpower office.

17. 17 Improving Services to Airmen Transforming Financial Management Educate and Train the Workforce Analyze and Evaluate the way we do business Identify capabilities needed to execute the mission Managing our Capabilities Financial Management Transition Plan Decomposing Capabilities, Processes, Functions Enterprise perspective in allocating capabilities

18. 18 USAF Integrated FinancialManagement Concept of Operations

19. 19 USAF Integrated FinancialManagement Concept of Operations

20. 20 Financial Management Enterprise Architecture Terms Capability: This is the ability to execute a specific course of action. It can be a single business enabler or a combination of business enablers (e.g. business processes, policies, people, tools, and systems information) that assist an organization in delivering value to its customer. Process: A group of logically related activities required to execute a specific task /group of tasks or create an information asset (report). Note: Sequential activities make up a process. Activity: An activity is an action performed in conducting the business of an enterprise. It is used to portray operational actions not hardware/software system functions. Activities may align to processes and capabilities System Function: Set of organized technical actions that produce a defined automated output when given specific data inputs. A System Function should align to activities, processes, and capabilities Requirement/Need � Defined business needs or opportunities to be addressed by a manual activity and/or system function. A requirement, when fulfilled by a manual activity, system function, policy, or governance represents a new or enhanced capability

21. 21 Solution OverviewWhere We�re Headed �Near-Term� This is an optional slide. I built this slide for use until we receive and update (add FM system names) to the AF future slide This is an optional slide. I built this slide for use until we receive and update (add FM system names) to the AF future slide

22. 22 The blue background areas show the initial ECSS footprint. This shows the complex expected connections between ECSS and on-going AF systems initiatives such as DIMHRS, DEAMS, and AFKS. ECSS is planning for full integration with these systems. Further, ECSS anticipates integration beyond the AF to include other DoD services and agencies as well as commercial suppliers. This integration will be accomplished using a standards-based integration approach that will be defined by GCSS-AF and ECSS collaboratively with the other parties. IFS is a global enterprise applications company. IFS Applications provides extended ERP and corporate performance management (CPM) capabilities. Click Commerce, Inc., is a leading provider of on-demand supply chain management solutions that enable users to collaborate, in real time, with business partners across the extended enterprise. The blue background areas show the initial ECSS footprint. This shows the complex expected connections between ECSS and on-going AF systems initiatives such as DIMHRS, DEAMS, and AFKS. ECSS is planning for full integration with these systems. Further, ECSS anticipates integration beyond the AF to include other DoD services and agencies as well as commercial suppliers. This integration will be accomplished using a standards-based integration approach that will be defined by GCSS-AF and ECSS collaboratively with the other parties. IFS is a global enterprise applications company. IFS Applications provides extended ERP and corporate performance management (CPM) capabilities. Click Commerce, Inc., is a leading provider of on-demand supply chain management solutions that enable users to collaborate, in real time, with business partners across the extended enterprise.

23. 23 FM Capabilities Systems View - EAS is not Lotus Notes. FMB is moving it to a different Server. - FMT has mapped the JBooks process and is performing a Value Stream Analysis for FMBO Transformation efforts. POC: Brandon Cole. I've asked for information on what they've done to date and what processes they have mapped within FMB. - EAS is used by the Army, Navy, and Air Force (Active, Guard, Reserve) - SAF/FMB does the JBooks for O&M (FMBOI), MilPers (FMBOP) and MilCon (Ms Patty Heil, FMBIC) - SAF/FMBOI uses EAS for JBooks. - SAF/FMBOP uses Cognos for JBooks. - Unknown what SAF/FMBIC uses. - JBooks posted to the web by FMBM.- EAS is not Lotus Notes. FMB is moving it to a different Server. - FMT has mapped the JBooks process and is performing a Value Stream Analysis for FMBO Transformation efforts. POC: Brandon Cole. I've asked for information on what they've done to date and what processes they have mapped within FMB. - EAS is used by the Army, Navy, and Air Force (Active, Guard, Reserve) - SAF/FMB does the JBooks for O&M (FMBOI), MilPers (FMBOP) and MilCon (Ms Patty Heil, FMBIC) - SAF/FMBOI uses EAS for JBooks. - SAF/FMBOP uses Cognos for JBooks. - Unknown what SAF/FMBIC uses. - JBooks posted to the web by FMBM.