Financials Advisory Board

1

Financials Advisory Board

December 08, 2011

2

Office of State Finance

Agenda

Metrics

Project Updates

Welcome/Members

Issues

Feedback and Questions

Updates – Closed/Targets/Watch

Other

3

Office of State Finance

Agenda

Welcome/Members

4

OSF Advisory Group Contact Information

Jennie Pratt – 521-6160 - [email protected]

Patricia Garcia – 522-6855 – [email protected]

Jim Bresemann– 522-1762 – [email protected]

Ronney Maxwell – 522-1744 – [email protected]

Danny Fitzpatrick-522-3971 – [email protected]

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Financials Advisory Board Members

Suzen Rodesney Dept of Mines Tom James Corrections Pam Leuty Corrections Lisa McKim Tourism Cindy Hughes DPS Steve Coffman Conservation Commission Travis Monroe Treasurer Lisa Hayes Real Estate Comm. Grace Brown Health Chelley Hilmes ODOT Marilyn Capps OPM Karen Wallis ODOT Mary Reznicek OSBI Eddie Lee Rehab Jim Aulgur Career Tech

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Office of State Finance

Agenda

Project Updates

Projects Completed Since Last FAB

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ELM Rollout Phase II

Schedule Budget

Current Project Page 1

GPC/INVENTORY ODOT PeopleSoft Extract Staging Environment IT Consolidation Financial Analytical Grants Provisioning-Commerce Grants Provisioning-TSET Grants Provisioning-DAC Grants Provisioning-OKOHS Grants Provisionion-EDGE Grants Provisioning-OCAST Grants Provisioning-Homeland Security Licensing-Department of Health Licensing-CIB

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Licensing-Accountancy BoardLicensing-Real Estate CommissionLicensing-Pet BreedersOklahoma State Department of HealthACES Replacement-TreasuryOST Cash ManagementElectronic payments

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Business Application Services

Enterprise Service Automation Human Capital Management Other Supplier Relationship

Fina

ncia

l Man

agem

ent

Sup

ply

Cha

in M

gmt

Ass

ets

2011 2012 2013

Higher Education Interface

Scanning and bar coding

Grant/Project/

Contracts AR/BI Rollout

Grant/Project/

Contracts Rollout

Expense Module

Treasury GL

eBill Pay

Voucher Build

Absence Managemen

tGrants

Provisioning

Business Intelligence Financial Analytics

Licensing

Archiving Phase 2

Budget Upgrade

Govt Risk & Compliance

e- procurement

Inventory Rollout

Training Web

Delivery

Enterprise Learning -

Rollout

Financials Upgrade

Apply HCM Bundles

Pcard BOA trans

GPC ODOT

Org Publisher

Asset mgmt Rollout

Concept Initiation ExecutionPlanning Close

Backfill Developers

Openbooks Phase 3

E-Performance

Data Staging Area

Inventory ODOT

ODOT T&L MSS

3% Backup Withholdings

Treasury Module

P-Card Module

Portal – PS Sign on Cons

AM Rollout Tax

Inventory Rollout

Backfill Developers

Broadband GPC AR/BI

Mines GPC AR/BI

HR Dashboard &

new Funct

Enterprise Learning Rollout

Enterprise Learning Rollout

Mgr Self Service rollout

Data.gov

Grants Provisioning

Rollout

Licensing Rollout

BI PO Analytics

Mgr Self Serv Rollout

Backfill Developers

Updated 3-15-2011

Agencies on GPC/AR/Billing

Department of Environmental Quality Department of Commerce Employment Security Commission Department of Mines OSF BroadBand Water Resource

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Agencies on Assets

Department of Mental Health Department of Environmental Quality Tax Commission Police Pension Department of Commerce Employment Security Commission Department of Transportation Department of Security Uniform Building Code Commission Commercial Pet Breeders Board OSF

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Agencies on Inventory

Department of Mental Health

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Office of State Finance

Agenda

Issues

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Issues

Issues Solutions

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Office of State Finance

Agenda

Metrics

Business Services Change Requests On time (Detail)

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  Number of ESRs Completed

Number of ESRs Not Completed

Percent

Number of Unplanned Completed

January (FIN) 9 3 75% 10

February (HCM) 64 13 83% 15

March (FIN) 12 7 63% 12

April (HCM) 27 5 84% 13May (FIN) 18 3 86% 17June (HCM) 24 4 86% 10July (FIN) 16 3 84% 7August (HCM) 21 4 84% 11

September (FIN) 15 3 83% 20

October (HCM) 8 7 53% 5

November (FIN)  15 4  79 %  8

December (HCM        

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Office of State Finance

Agenda

Updates – Closed/Targets/Watch

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Updates – Completed Items

Completed Items – Review List 19 Items to be completed in the new reporting

period Status

15 items from list completed 4 items from list not completed 10 unplanned item completed not on list

25 total items completed

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Update – 60 Day Target Items

60 Day Target Items – Review List

Discussion – questions/proposed changes/clarification

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Update – Watch Items List

Watch Items – Review List

Discussion – questions/proposed changes/clarification

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Office of State Finance

Agenda

Feedback and Questions

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Other