Peggy Feldmann

24 June 2008

Agenda

• Financial Management

• Data Standards

• Application Portfolio

• Business Intelligence (BI)

• Enterprise Content Management (ECM)

• Human Resources

Financial Management(Purpose and Scope)

• Purpose: Implement a COTS ERP financial management system to replace VDOT’s FMS II application AND establish a base ERP (GL + AP) solution for the Commonwealth

• Scope– Part 1: Replace VDOT’s FMS II system– Part 2: Implement VEAP “Base” solution

Financial Management(Governance)

Financial Management(Schedule)

Preliminary Schedule Milestones

• Project Planning:– Development Approval: April 2008

• Project Development:– RFP for Software and System Implementer: April –December 2008– Part 1

• Project Execution: Feb 2009 –January 2011• Post Production Support: February 2011 –January 2012

– Part 2 • Project Execution: February 2011 –October 2011• Post Production Support: November 2011 –February 2012

– Project Close out: March 2012 –June 2012

• Schedule subject to change based on input from implementation vendor

Data Standards(Identifying and defining enterprise

data at the logical level)

• HB 30 required by 1 October 2008– Shared data defined for Budget, GL & AP implementation of

statewide applications & VDOT– Shared data from eVA required for AP, Inventory, Projects module

integration– Shared entities – Employee, Vendor, Addresses, Controlled Assets

etc

• Eventually all data that must be exchanged among agencies

• Priorities Set by Application Deployment Schedule– Real Estate & Leasing Data– Others?

Data Standards (Outcome)

• Deliverables– Standard Name, context, and definition for all

exchanged data elements– ID alias, classification, and type– Data value standard for each element– Authoritative source (business & application)– Logical identifier for each entity/business object– List of Consumer & Provider Events – Business Rules

• Use Restrictions• Mandatory Edits, Formats, Internal Consistency

 

  

                        CAO ITIB Submission

         

        CAO Adoption

       

       Finalize Standard

          

     Resolve Conflicts

             

   Consolidate

             

 Collect Candidate Data

             Organize

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DecemberNovemberOctoberSeptAugJulyJune 

Data Standards(Phase I Summary Schedule)

4

Data Standards(Organization)

• Workgroups– Supply Chain Management– Finance & Budget, Projects (COA)– Real Estate & Construction– HR & Time Accounting

• Workgroup Coordination– Jan Fatouros 804-387-8744

• VEAP Coordination– Marc Lockhart, VEAP 804-343-9012

Data Standards(Participants)

Business• Joe Damico, DGS• Rueyenne White, DHRM• David VonMoll, DOA• Robert Young, TRS• Bob Weaver, DHRM• Randy McCabe, DOA• Kim White, DOA• Don Darr, DPB• Mitch Rosenfeld, DPB• Bob Sievert, DGS• Bryan Wagner, DGS• Mason Hood, DGS• Brian Hood, DGS

Technical• Belchoir Mira, DHRM• JoJo Martin VEAP• Patrick Cornish TRS• Dick Salkeld DOA • Marion Lancaster DGS • Michael Hammel VITA• Eric Perkins VITA• Kathey Stone, VITA• Joseph Street, DOF

Application Portfolio (Status)

• Multi-phase effort– Phase I: Application inventory– Phase II: Larger Enterprise Architecture effort

• VEAP and VITA EA identifying ~ 30 data elements for each application– DSS, Tax and DMV piloting initial efforts– Pilots to be complete by July 18th

• Utilizing application data obtained in the 2003 due diligence

• Basic application costing information will be obtained on HR systems

• Estimate Phase I completion for Executive Branch agencies by 17 Oct 2008

 

  

 

                        Develop Update Tool

  

        Publish Findings

      

       Analyze Data

          

     Consolidate Data

        

   Collect Application Data

           

 Distribute Questionnaires

            Pilot

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DecemberNovemberOctoberSeptAugJulyJune 

Application Portfolio(Phase I Proposed Schedule)

4

Application Portfolio (Next Steps)

• Develop a browser-based update mechanism for Agencies

• VITA EA’s System Architect program will be the authoritative source for all Application Information

• Develop Interfaces with ProSight, System Architect, agency update tool and VITA/NG configuration management system

Application Portfolio(Summary)

• Goal: Application portfolio management becomes continuous instead of a bi / tri-annual event

• VEAP is seeking 1-2 agency volunteers to assist with the Application Portfolio– Assist gathering and compiling results– Represent agencies – Interpret returned results– Provide continuity during vacation season

Business Intelligence

Areas of recent focus:1) Business Intelligence Summit2) Business Intelligence Tools RFP3) Efforts with agencies to coordinate on use of soon to

be procured BI toolset4) Establishment of BI Sandbox environment

More Information at:

http://www.veap.virginia.gov/business_intelligence_initiative.shtml Or contact:

leonard.nottingham@veap.virginia.gov almeater.alston@veap.virginia.gov

BI Summit (Key Highlights)

• Collaborative VEAP / Executive Agencies meeting– First Step in a collaborative effort for establishing a Business

Intelligence Competency Center (BICC) – Designed to invoke discussion and solicit input and feedback – Designed to encourage participant interaction and provide

participants with an opportunity to express their expectations for the future of BI in the Commonwealth

• Tomorrow from 8:30 to 12:30 at Patrick Henry (East Reading Room)

• Over 50+ planning to attend – but still some seating available ( contact almeater.alston@veap.virginia.gov if desiring to attend)

BI Initiative (Update)

• Business Intelligence Tools RFP– Negotiation Phase has been entered

• BI Efforts with Agencies– Have been meeting with DPS division of DGS– Have held initial discussions with DMV TREDS team

regarding potential use of BI tool for this project

• Establishment of BI “Sandbox” Environment– Working with VITA to establish environment for

quickly standing up / exploring capabilities of toolset about to be procured

ECM (Governance)

• Establish a Commonwealth ECM Steering Committee– Multi agency executive level representation– Invitations to participate to be sent in July

• Role of the ESC– Provide strategic guidance on ECM– Oversight of ECM Shared Services

• Establish an ECM Center of Excellence

ECM (Center of Excellence)

• Maintain library of ECM implementation standards, best practices, & re-useable components

• Provide support for ECM implementations

• Future plans are to staff ECM COE with an ECM architect and PM(s)

ECM (Shared Services)

• Provide basic ECM services to agencies that cannot justify a full agency ECM implementation

• Administered by DEQ– Leverage existing DEQ ECM infrastructure and

expand upon it as needed

• Scheduled to be available Fall/Winter 2008

Human Resources

• Establish working group of agencies, DHRM and VEAP in July/August

• VEAP/DHRM POC is Pam Watson

Discussion