Date post: | 05-Jan-2016 |
Category: |
Documents |
Upload: | rebecca-warner |
View: | 214 times |
Download: | 0 times |
Business Services Project Review
January 26, 2011
Next BSPRFebruary 23, 2011
Agenda
Performance Metrics
Self Sufficiency Resource Utilization
Project/Enhancement Service Level Dashboard
Completed Projects
Business Services Change Requests
Business Services Enhancement Service Requests
SQL Requests/Problem Management Summary
Portfolio
Budget Status
Priority
Execution Delivery Schedule
Planning Delivery Schedule
Projects in Movement
Program Status
HCM
Financials
Application Development Service Request Summary
Scorecard
Executive Issues
2
CAPACITY 10/3-12/31
3
CAPACITY 10/3-12/31
4
Green
RedMet Expected Target
Did Not Meet Expected Target
Target Year Jan Feb March April May June July Aug Sep Oct Nov Dec
75%
2011
2010 75% 38% 86% 82% 100% 55% 92% 84%
70%
2011
2010 75% 75% 75% 80% 80% 80% 100% 100% 100% 60% 60% 60%
85%
2011
2010 100% 100% 100% 94% 94% 94% 100% 100% 100% 80% 80% 80%
85%
2011
2010 100% 100% 100% 86% 86% 86% 86% 86% 86% 78% 78% 78%
70%
2011
2010 27% 27% 27% 43% 43% 43% 57% 57% 57% 67% 67%67%
Business Services Change Request on Time (Detail)
Business Services Projects on Time (Detail)
Business Services Projects on Budget (Detail)
Technical Service Projects on Time (Detail)
Technical Services Projects on Budget (Detail)
Project/Enhancement Service Level Dashboard
5
Projects Completed Since Last BSPR
Pcard – BOA Transition
GPC/AR/BI for DEQ & Commerce
OpenBooks PIII
Time & Labor Pilot
Schedule Budget
6
Business Services Change Requests On time (Detail)
# ESRs completed # ESRs not completed # unplanned completed
January (FIN)
February (HCM)
March (FIN) 6 2 5April (HCM)
May (FIN) 3 5 4June (HCM)
July (FIN) 6 1 1August (HCM) 18 4 7September (FIN) 9 0 5October (HCM) 12 10 10November (FIN) 12 1 1December (HCM) 26 5 15 Func + 1 Tech 7
Business Services Enhancement Service Requests
8
0
5
10
15
20
25
30
DBA/ System
Purchasing
CRM
HRMS
Financial
EPM
Problem Management SQL Requests
9
SQL Problem Management Summary
Summary Total
Problems
Resolved or
Resolution In Process
Investigating Resolved by
Future Functionality
DR to be Created
Monitor
Financial 20 14 3 2 1 0
PO 2 1 1 0 0 0
HCM 21 14 2 0 5 0
DBA/System 3 3 0 0 0 0
TOTAL 46 32 6 2 6 0
10
Portfolio Priority
11
Project Name Project Manager Dept FunctionCurrent Project
PhasePriority within
Function
OpenBooks - Phase III Lisa McKeithan CORE Other Execution>Close 1
Treasury GL Implementation Alex CORE Financial mgmt Execution>Close 2
data.gov Lisa McKeithan CORE Transparency Initiation 3
Enterprise Learning Management- Rollout Michael Grisser CORE Human capital mgmt Execution 4
Higher Education Interface Lisa McKeithan CORE Human capital mgmt Execution 5
AM Rollout - Tax Commission Michael Grisser CORE Financial mgmt Execution 6
Broadband GPC/AR/BI Alex Galley COREEnterprise Service
AutomationPlanning 7
Department of Mines GPC AR/BI Alex Galley COREEnterprise Service
AutomationPlanning 8
T&L Manager Self Service ODOT Pilot Alex / Kim COREEnterprise service
automationExecution 9
PeopleSoft Extract Staging Environment Lisa McKeithan CORE Other Execution 10
Inventory-ODOT Alex / Kim CORE Supply chain mgmt Execution 11
GPC - ODOT Alex / Kim COREEnterprise Service
AutomationExecution 12
3% Federal Withholding Michael Grisser CORE Accounts Payable Planning 13
Licensing Lisa McKeithan CORE Other Planning 14
Grants - Provisioning Lisa McKeithan CORE Other Planning 15
Business Intelligence/Financials Analytics Lisa McKeithan CORE Other Planning 16
Expense Module Alex/Kim CORE Financial mgmt Planning 17
Backfill Developers for Production support and Enhancments 2012 Fred Cantrell COREFinancial mgmt
Human capital mgmtExecution 18
Portfolio Priority
12
Project Name Project Manager Dept FunctionCurrent Project
PhasePriority within
Function
Scanning and Bar-coding functionality for Phase II modules Alex CORE Assets Concept 19
Voucher Build Lisa McKeithan CORE Financial mgmt Concept 21
Financials Upgrade Michael Grisser CORE Financial mgmt Concept 22
Budget Lisa McKeithan CORE Other Concept> Initiation 23
Absence Management Lisa McKeithan CORE Absence Mgmt Concept 24
Human Resources Dashboard Michael Grisser CORE Human capital mgmt Concept 25
Portal - PeopleSoft Sign On Consolidation Michael Grisser CORE Other Concept 26
ePAF - Electronic Personnel Action Form Michael Grisser CORE Human capital mgmt Initiation 27
Manager Self Service rollout Michael Grisser CORE Human capital mgmt Concept 28
Inventory-rollout Michael Grisser CORE Supply chain mgmt Concept 29
Licensing Rollout Lisa McKeithan CORE Other Concept 30
E-procurement Michael Grisser CORESupplier relationship
mgmtConcept 31
Projects in Execution Delivery Schedule
13
J U N
J U L
A U G
S E P
O C T
N O V
D E C
J A N
F E B
M A R
A P R
M A Y
J U N
J U L
A U G
S E P
O C T
N O V
D E C
J A N
F E B
M A R
A P R
M A Y
J U N
J U L
A U G
S E P
O C T
N O V
D E C
Grants/Projects/Contract A/R Billing ODOT
Inventory ODOT
T&L Manager Self Service ODOT
PeopleSoft Extract Staging Environment
Treasury GL Implementation
AM Rollout - Tax Commission
data.ok.gov
FY11 Technical Backfill
ELM rollout
Higher education Interface
2009 2010 2011
Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Milestone Task Bar
CORE - 2822 - data.ok.gov
Develop and Test Programs
Go-Live
Migration to Production
2010 2011
Issues/Assumptions
Per SB1759, provide transparency data in a downloadable format. The state has chosen Socrata to do this. OK.gov will be the 'front-end'. Write interface to Socrata to upload files.
Milestone Plan +/- 10%
Prepare Development Requests and Define Process for Loading Data
* These costs/timelines are based on what OSF needs to do to provide data, etc. * Initial loads will require manual intervention until all processes are defined and programming is complete.
* Cost changed from 10% plan due to addition of costs to create APIs. Initially I thouht ok.gov would create the APIs.
14
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Milestone Task Bar
2852 - AP 3% Withholding
Design (Config/Setup)
Development (Specs/Coding/Unit test)
Testing (config/setup in TST & QA)
Implement functionality for 3% withholding
Milestone Plan +/- 50%
Go Live
Analysis
2011
How to RemitHow to report remittance
IssuesWhere to hold the money Assumes all Federal Requirements are known by the team.
Changes in requirements may increase or decrease effort/cost
Possible customs Remit - to report who was withheld and how much was withheld Assumes 2 custom reports needed
15
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Milestone Task Bar
2853 - ePAF - Electronic Personnel Action Form
Training
Pilot Go Live
Remaining Go Live
Post Live support
Install
Design
Need to determine if remove the OPM 14 Custom
Development
Estimate assumes they will be doing a number of edits that need to be developed
UAT
Assumes Pilot Group go-live then remaining agencies one month laterVendor is 25% remoite support after Pilot plus2 weeks for the month to complete remaining agencies
Approval workflow for personnel transactions to be approved before posting to the transaction tables in Peoplesoft. Only approved legal actions will be processed in the system. Will reduce data corrections and retro check processing. The initiative wil
Milestone Plan +/- 50%
Testing
Analysis
Vendor can provide starting Training manual
Issues
2011
Assumes no changes to scope
16
Program Status
HCM
17
CORE-1080 Higher Ed Payroll
Status: YELLOWYELLOW
Convert Higher Ed agencies from the legacy payroll system to the PeopleSoft system.
TASK Start Finish
Configuration – 95% complete 07/01/2010 11/01/2010
Conversion Scripts – 80% complete 07/01/2010 02/28/2011
Finish HR Interface Debugging/Testing 07/01/2010 02/28/2011
Complete PY Interface Coding/Debugging/Testing 09/10/2010 02/28/2011
UAT to begin with OU 03/01/2011 04/26/2011
OU go-live 04/26/2011 05/01/2011
Kickoff with OSU, Cameron, UCO 01/19/2011 01/19/2011
Requires Awareness:
•OU go-live has been moved to 05/01/2011 due to problems with extracts, program development (bugs) and newly discovered programs to be developed.•Plan has been put in place to complete programming, fixes and business process testing prior 02/28/2011 when parallel and UAT testing is scheduled to begin•Issues with Innovative have been addressed•Plan will be re-baselined after the completion of Coding/Debugging/Testing
Key Activities
Key Overall Issues
18
CORE – 2637 ELM Rollout
Status: GREENGREEN
Rollout of ELM to agencies to be completed in 3 groups. Group A - Career Tech (800), ODOT (345), OSEEGIB (516) - live 12/06/10
Group B - OPM (548), State Dept of Health (340) - live 01/31/11
Group C – OSF (090), Working on: Rehab (805) - DHS (830) - OJA (400) – go-live est 04/30/2011
Requires Awareness:
Waiting on decision from Rehab, DHS and OJA for Group (C).
DHS demo completed 11/08/10 – may go live with current functionality in group C
Additional DHS Demo scheduled on 01/25/11 to show a larger audience the existing functionality
DHS and Health are interested in additional functionality (will be next Phase SCORM). They may also be interested in using it for external learners
DCS is considering another product instead of using ELM
Task Start End
Group B - Train agency SME’s on config and setup for testing 12/10/2010 01/31/2011
Group B - Complete UAT 01/05/2011 01/20/2011
Group B - Go Live (post support 02/01 to 03/15) 01/31/2011 01/31/2011
Update and Load HCM Fields in Prod 11/01/2010 01/31/2011
Group C - Train Agency SME’s 04/05//2011 04/25/2011
Group C – Go Live (est) 04/30/2011 04/30/2011
Key Activities
Key Overall Issues
19
Program Status
Financials
Phase II Modules
20
2692 – Treasury GL Implementation
Status: GREENGREEN
Project is live – In production.
TASK Start Finish
Integration / User Acceptance Testing 11/04/2010 12/08/2010
System Roll out 12/11/2010 12/14/2010
Go-Live 12/31/2010 01/01/2011
Change Request 01/01/2011 01/31/2011
Requires Awareness:
Additional functionality requested by the Agency.
Key Activities
Key Overall Issues
21
CORE – 2837 GPC AR/BI Department of Mines
Status: GREENGREEN
The Team is in the process of gathering data for a +- 10% plan.
TASK Start Finish
BPS / Fit Analysis 01/05/2011 01/05/2011
Development of Plan 01/06/2011 01/31/2011
Finalization of Plan 01/26/2001 02/04/2011
Requires Awareness:
We are meeting with the Water Resources Board on January 25 th to assess the viability of including them with this effort.
Key Activities
Key Overall Issues
22
CORE – 2838 GPC AR/BI Broadband
Status: GREENGREEN
The Team is in the process of gathering data for a +- 10% plan.
TASK Start Finish
BPS / Fit Analysis 01/05/2011 01/25/2011
Development of Plan 01/26/2011 02/04/2011
Finalization of Plan 02/07/2001 02/11/2011
Requires Awareness:
Meeting scheduling difficult. Requirements not collected
Key Activities
Key Overall Issues
23
CORE – 2839 - AM Rollout Tax Commission
Status: GREENGREEN
Rollout of Asset Management to Tax Commission
Requires Awareness:
Need time from Particia for oversight during testing in TEST
Planning for DCS to participate in QA and additional test conversion process
Task Start End
Configure Dev and load locations and Manufacturers 11/18/2010 01/14/2011
Test data extracts in Test 01/17/2011 01/21/2011
Correct issues and re-test load 01/24/2011 01/28/2011
Configure QA and Test conversion process 01/31/2011 02/25/2011
Train Agency SME’s 03/01//2011 03/18/2011
Production set up/conversion go-live 03/20/2011 03/29/2011
Key Activities
Key Overall Issues
24
CORE-2675 Data Staging Environment
Status: REDRED
Currently testing Assets. Migrated to FSINT to complete testing. Will work on contracts next. Informal notification that they need more Asset tables.
TASK Start Finish ODOT Access
Phase I extracts (6) signed off by ODOT 07/02/2010
Assets (0523) 06/25/2010 12/31/2010 TBD
Billing (0512) TBD TBD
Contracts (0513) TBD TBD
Projects (0514) - will test along with roll-out TBD TBD
Sign-off on Phase II Modules TBD TBD
Requires Awareness:
• Incorporating the remaining testing (projects, billing) with the ODOT project.• ODOT has submitted new requests for (40) Inventory tables, (39) HR, (39) Payroll and (35) Time & Labor tables. We will need to assess these requests and determine how to move forward.
Key Activities
Key Overall Issues
25
CORE – 2599 GPC AR/BI ODOT
Status: GREENGREEN
The Team is in the process of gathering data for a +- 10% plan.
TASK Start Finish
BPS / Fit Analysis 01/05/2011 02/04/2011
Development of Plan 02/07/2001 02/11/2011
Finalization of Plan 02/14/2001 02/15/2011
Requires Awareness:
Key Activities
Key Overall Issues
26
CORE – 2674 Manager Self Service ODOT / Pilot
27
Status: REDRED
Project was planned in two phases: (1) limited salary personnel April 24th (complete) and (2) all non Agile Asset personnel to coincide with ODOT GPC go-live date – on hold.
Requires Awareness:
Task % Start End
Go –live Limited Pilot - Complete 100 04/242010 04/24/2010
Requirements – Full Implementation - Complete 100 03/23/2010 04/07/2010
Key Activities
Key Overall Issues
27
CORE – 2610 Inventory ODOT
Status: REDRED
On Hold.
TASK Start Finish
Integration Testing (see below)
Prepare for User Acceptance Testing
User Acceptance Testing
Go Live
Requires Awareness:
Key Activities
Key Overall Issues
28
29
Core Program Status
Project NameCurrent Project Phase
Health Ind
Schedule
Project Phase
Start Date
Project Phase
Baseline Completion
Project Phase Target
Completion
Health Ind
Budget
FY11 Technical Backfill Execution G 7/1/2010 6/30/2011 6/30/2011 GHigher education Interface Execution Y 4/1/2010 12/31/2011 12/31/2011 YInventory ODOT Execution R 8/1/2009 7/31/2010 7/31/2010 RGrants/Projects/Contract A/R Billing ODOT
Execution R 7/1/2009 7/31/2010 7/31/2010 R
T&L Manager Self Service ODOT
Execution R 3/1/2010 7/31/2010 7/31/2010 R
Treasury GL Implementation Execution>Close
G 4/12/2010 1/31/2011 1/31/2011 G
PeopleSoft Extract Staging Environment
Execution R 1/14/2010 6/18/2010 8/31/2010 G
Business Intelligence - FS Analytics
Planning R 4/1/2009 7/31/2009 3/31/2011 G
OpenBooks - Phase III Execution>Close
G 6/1/2010 12/31/2010 12/31/2010 G
data.ok.gov Planning> Execution
G 1/3/2011 4/15/2011 4/15/2011 G
Grants - Provisioning Planning R 7/31/2008 7/15/2009 3/11/2011 GLicensing Planning R 12/1/2008 8/15/2009 3/31/2011 GELM rollout Execution G 8/1/2010 7/31/2011 7/31/2011 GScanning and Barcoding functionality for Phase II Modules
Planning G G
Expense Module Planning G GBudget Concept>
InitiationR 8/2/2010 9/15/2010 1/30/2011 G
Within 10% of plan Within 20% of Plan Over 20% of plan
30
Core Program Status
Project NameProject
Manager
Current Project Phase
Health Ind
Schedule
Project Phase
Start Date
Project Phase
Baseline Completion
Project Phase Target
Completion
Health Ind
Budget
AM Rollout - Tax Commission Michael Grisser
Execution G 10/15/2010 3/29/2011 3/29/2011 G
Department of Mines GPC AR/BI
Alex Planning G 1/3/2011 1/31/2011 02/04/2011. G
Broadband GPC/AR/BI Alex Planning G 1/3/2011 1/1/2011 2/11/2011 G3% Withholding Michael
GrisserInitiation> Planning
G 1/3/2011 2/28/2011 2/28/2011 G
Electronic Personnel Action from
Michael Grisser
Initiation> Planning
G 1/3/2011 2/28/2011 2/28/2011 G
Within 10% of plan Within 20% of Plan Over 20% of plan
IssuesIssue Status
1) The team and sponsors needs to gain a common understanding of how Grants, projects, and contracts will be rolled out.
A document describing the Grants, Projects, Contracts rollout is being created. We will distribute and set up a meeting to discuss by the end of February
2) Funding for the planning phase for Broadband, Mines, and ODOT will last until February 15th
Option 1: Set up meeting to review execution phase funding of these projects.Option 2: Move forward with funding and review results in the February 23rd review.
3) Assets rollout is on hold until additional resources are made available.
4) Expense module +- 10% plan is complete and we are waiting on decision to move into execution.
Set up executive review and determine when we want to proceed with expenses.
5) Oracle end of quarter is November. We will get a better price if we buy Business Intelligence and/or expenses at this time
31
IssuesIssue Status
6) Pay Cycle Conflict - The custom VFRA process sometimes causes pay cycle to abend when they run at the same time. The last time this occurred it delayed $5M dollars in payments by one day.
Next steps : 1) investigate use of Voucher Build to replace VFRA – Oracle input & 50% plan, 2) research VFRA to see if it can be changed to avoid the conflict, 3) investigate whether the issue can be avoided via scheduling.
7) The AP Pay cycle does not always pick up and process AP vouchers with withholding. This is a inconsistent issue and the work around is to reset and rerun the paycycle. Usually the second run picks them up. This causes delays in processing and extra work for the end user to reprocess.
Had a conference call with Oracle to discuss capturing data. Captured the issue with a program trace and provided other info to Oracle. Oracle has not provided a resolution. The case has been escalated.
32