New Mexico Business Portal Closeout Department of Information Technology Estevan Lujan, Acting Cabinet Secretary September 26, 2018

Project Overview Purpose Objectives Fulfill requirements of 2014 One-Stop Business Portal Act requiring the Department of Information Technology (DoIT) to create a user-friendly website providing businesses a “one stop” location to access information and to perform processes required to do business in New Mexico. Objectives Interface with state agency websites to provide “one stop” for business owners to plan, start, maintain and expand their businesses Provide general business information including tax and regulation requirements, permit, licensing and tax payment and access to customer service assistance Design a dashboard with user ability to save work and return at a later time to complete

New Mexico Agency Participants Department of Information Technology – LEAD (DoIT) Economic Development Department (EDD) Regulation and Licensing Department (RLD) Secretary of State (SOS) Taxation & Revenue Department (TRD) Workers’ Compensation Administration (WCA) Workforce Solutions Department (WSD)

Approach Phase I: DoIT successfully set up the governing structure, established the Steering Committee, hired project management and IV&V contractors, built interagency and business sector advisory coalitions, and conducted the procurement for a website development vendor Phase II: DoIT procured a second website development contractor, implemented an interim website that met basic requirements, and completed work on NMBP

Schedule Major Project Deliverables Due Date Project Phase Charter, schedule, communication plan, risk assessment August 31, 2015 Initiation Project governance High-level requirements September 15, 2015 Planning Gap analysis November 15, 2015 Interim website implementation December 31, 2015 Implementation Agency website analysis March 15, 2015 Agency website improvements implemented May 31, 2015 Detailed requirements January 29, 2016 Business life cycle process document March 30, 2016 Marketing plan May 31, 2016 NMBP design March 14, 2017 NMBP implemented June 28, 2017

Accomplishments Successful implementation of the New Mexico Business Portal on June 28, 2017 Timely integration of functions and information from SOS, RLD, WCA, TRD, WSD and EDD websites Effective collaboration with a business advisory group consisting of: NMSU City of Albuquerque Economic Development Fat Pipe Chamber of Commerce Mondragon Consulting NM Business Coalition Albuquerque Small Business Development Center Sandoval County The Waite Company Think New Mexico

Funding & Certification History Funding and Certification History Date Certification Phase Amount Funding Source  7/22/15  Initiation & Planning $400,000 Laws 2015, Chapter 101, Section 7(8)  6/22/16 Implementation   $600,000 Total Certified:  $1,000,000  

Actual Expenditures Description FY16 FY17 FY18 Total   Description FY16 FY17 FY18 Total Project Management Services Project Manager $313,148.00 $180,000.00 $493,148.00 Implementation Services Website Design Website Development, Initial Website Development, Final $308,619.14 Other Services Marketing and promotional services $49,900.31 $38,776.80 $88,677.11 IV&V IV&V  $61,190.04 Total: $599,709.49 $951,634.29

Lessons Learned Marketing is Key Due to nature of the NMBP, buy-in from the business community was critical. Marketing should have been a key element of the project plan from the beginning, but was not introduced until late in the project. Despite this, the team still achieved measurable success obtaining business community buy-in. Project Management Efficiency and Continuity DoIT contracted for project management support, and ultimately involved two project managers for a substantial portion of the project. For future projects, it would be more efficient to engage shared project management support to provide the level of engagement needed at various points in the project more efficiently, and to ensure continuity throughout the effort.

DoIT requests to close out the New Mexico Business Portal project