1

Office of State Finance

Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Current Project Status
Introductions
Issues
Feedback and Questions
2
Office of State Finance
Agenda
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

Finance
Advisory Group
HR/Payroll
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
Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Introductions
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
CORE Business Services
Financials Payroll/Human Resources Other
Reporting / Business Intelligence
Financial Analytics Human Resource Procurement & Spend Project Analytics
Implemented In Process Planned
Extend / Collaborate
Transaction / Streamline
General Ledger - 175 Accts Payable - 175
Purchasing - 130
Strategic Sourcing - 1 E-Supplier - 1
Budget - 174
Human Resource - 132 Base Benefits- 131
Time & Labor Payroll - 131
Employee Self
Service - 18
Enterprise Learning
Mgmt - 2
Higher Education
Interface
Manager Self Service
Account Receivable Billing
Asset Mgmt
Project / Grants
/ Contracts
Inventory
E-Bill Payment
Expenses
Help Desk - 3
Help Desk Self
Service
Grants Provisioning
Licensee
OK.GOV Portal
P-Cards
AP Workflow
eProcurement
8
CORE Team
Seventy-three FTEs Are Currently Working on CORE projects
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
CORE Team
OSF/ISD Technical
22%
OSF/ISD Functional
23%
Agency Technical
2%
Agency Functional
12%
Consultant
Technical
18%
Consultant
Functional
23%
9
CORE Team Responsibilities
CORE Resources Spend 67% of Their Time on Projects and 33% On Support
CORE Team Responsibilities
Incidents, 20%
Service Requests,
4%
Projects, 67%
Administration, 9%
10
Project Portfolio (3 Year Plan)
Portfolio / Project Type
Maintain
17%
Operational
Improvements
19%
Define/Impelemt
New Services
64%
There are 54 Identified Projects in the 3 Year Plan
Project Type Description
Maintain Projects that are required to
prevent diminished service
Operational Improvements Projects that enhance
operational capabilities or
decrease complexity
Define/Implement Services Projects that implement new
services or expands current
services to additional
agencies
11
Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Introductions
12
CORE Opportunity Map
Enterprise Service Automation Human Capital Management Other Supplier Relationship
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C
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M
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A
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2009 2010 2011
Time and
Labor Pilot
Commitment
Accounting
HCM V9.0
Employee
Self Service
Pilot
Enterprise
Learning
Mgmt - DEQ
Higher
Education
Interface
Concept Operational
Asset Mgmt
Pilot
Scanning
and bar
coding
Asset mgmt
Rollout
Grant/Project
/Contracts
Other Pilot
Grant/Project
/Contracts
Rollout
Travel
Expense
EFT
Expense
Module
AR Billing
Rollout
Treasury
AP Workflow
eBill Pay
Voucher
Build
Leave
Request
Approval
Archiving
Phase 1
Open books
Phase 2
Grants
Provisioning
Business
Intelligence
Licensing
Archiving
Phase 2
Budget
Govt Risk &
Compliance
Address
Scrubbing
Software
Strategic
Sourcing/E-
Supplier
e-
procurement
Inventory
ODOT
Inventory
Rollout
Inventory
Rollout
Non
Peoplesoft
Training
Web
Delivery
Time and
Labor
Rollout
Commitment
Accounting
Rollout
Enterprise
Learning -
Rollout
Financials
Upgrade
Apply
Bundles
Apply
Bundles
2010
Apply
Bundles
PCard
Backfill
Developers
Maintain New Services
Integrated
Item
Maintenance
Accel
OSF/ODOT
AR/BI
Deposits
T&L
Manager
Self Service
GPC Pilot
ODOT/OESC
Completed
ARRA
Apply
Bundles
2010
Employee
Self Service
Rollout
Org
Publisher
Asset mgmt
Rollout
T&L Mgr Self
Service
Rollout
GPC Pilot
ODOC/DEQ
Inventory
Implementation
ARRA
Transparancy
13
Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Current Project Status
Introductions
14
Portfolio/Project Framework
Portfolio (3 Year Plan)
Define / Implement Services Maintain Operational Improvements
Concept
Initiation
Planning
Execution
- Identifies a project idea, potential benefits and initial scope
-Defines and authorizes a project obtains budgetary estimates

- +/-50% Plan Updated Portfolio and Scorecard
- Defines objectives and plans the course of action
required to attain the objectives

- +/-15% Plan Updated Portfolio and Scorecard
- Integrates people and other resources to
carry out the plan

- Updated Scorecard, Monthly Status
Project Framework
Close
15
CORE Opportunity Map
Enterprise Service Automation Human Capital Management Other Supplier Relationship
F
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M
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S
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C
h
a
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n

M
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t

A
s
s
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t
s

2009 2010 2011
Time and
Labor Pilot
Commitment
Accounting
HCM V9.0
Employee
Self Service
Pilot
Enterprise
Learning
Mgmt - DEQ
Higher
Education
Interface
Asset Mgmt
Pilot
Scanning
and bar
coding
Asset mgmt
Rollout
Grant/Project
/Contracts
Other Pilot
Grant/Project
/Contracts
Rollout
Travel
Expense
EFT
Expense
Module
AR Billing
Rollout
Treasury
AP Workflow
eBill Pay
Voucher
Build
Leave
Request
Approval
Archiving
Phase 1
Open books
Phase 2
Grants
Provisioning
Business
Intelligence
Licensing
Archiving
Phase 2
Budget
Govt Risk &
Compliance
Address
Scrubbing
Software
Strategic
Sourcing/E-
Supplier
e-
procurement
Inventory
ODOT
Inventory
Rollout
Inventory
Rollout
Non
Peoplesoft
Training
Web
Delivery
Time and
Labor
Rollout
Commitment
Accounting
Rollout
Enterprise
Learning -
Rollout
Financials
Upgrade
Apply
Bundles
Apply
Bundles
2010
Apply
Bundles
PCard
Backfill
Developers
Integrated
Item
Maintenance
Accel
OSF/ODOT
AR/BI
Deposits
T&L
Manager
Self Service
GPC Pilot
ODOT/OESC
ARRA
Apply
Bundles
2010
Employee
Self Service
Rollout
Org
Publisher
Asset mgmt
Rollout
Concept Initiation Execution Planning Close
Backfill
Developers
T&L Mgr Self
Service
Rollout
GPC Pilot
ODOC/DEQ
Inventory
Implementation
ARRA
Transparancy
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HCM 9.0 Upgrade
Travel expense EFT
Employee Self Service
Strategic Sourcing
Phase II fit Gap
Finance Bundles
Learning Mgt DEQ
Archiving
ARRA
Commitment Acctg
OSF/ODOT AR/BI
Time and Labor
T&L Mgr Self Service
Deposits
Item Maint
Backfill Devel Support
ODOT GPC
Asset Mgmt Pilot
INV ODOT
2009 2010
Projects in Close / Execution Delivery Schedule
Execution Close
17
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Asset Mgmt Rollout
AP Workflow
Higher Education
interface
Grants provisioning
Grant/project/contrac
t other pilot agency
Enterprise Learning
Mgmt Rollout
Licensing
2009 2010
Projects in Planning Schedule
Planning
18
Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Current Project Status
Introductions
Issues
19
Issues
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
Issues Solutions
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
Office of State Finance
Agenda
Communications and Governance
CORE Team Responsibilities
Project Portfolio (3 year plan)
Current Project Status
Introductions
Issues
Feedback and Questions