TRD Data Analytics-GRT Close Request

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Presentation transcript:

TRD Data Analytics-GRT Close Request September 26, 2019 Emily OSter Presenters: Emily Oster, Deputy Cabinet Secretary Mike Baca, TRD ITD CIO Aysha Mora, TRD ACD Director

Agenda Project Purpose Business & Technical Objectives Scope Budget Schedule Lessons Learned Questions Emily Oster

Project Purpose – TRD Data Analytics GRT Project The purpose of this project was to extend the Statistical Analysis Systems(SAS) platform and implement a Solution for Gross Receipts Tax (GRT) Audit Selection Process and enhance the Agency's External Analytics capabilities Increase the sophistication of the current TRD infrastructure, specifically in the functional areas of Audit Selection. Improve this function specifically for the Gross Receipts Tax (GRT) tax program. Incorporate external data as available and feasible to improve the Audit Selection focus and accuracy. Emily Oster

Business Objectives Technical Objectives Number Description Audit Selection Improve Audit Selection process BUSINESS OBJECTIVE 2 Improved Staff Utilization Decrease protest and abatement adjustments while improving collections for assessments Technical Objectives Aysha Mora Mike Baca Number Description Technical Objective 1 Employ SAS functionality for enhancement of Audit selection using existing functionality of GenTax including the Data Warehouse data.

Scope Audit Selection Process Gross Receipts Tax program External data used to improve data models only to the extent feasible and available within budget. Aysha

Budget Planned Start Date 4/03/2018 Actual Start Date Planned End Date 8/06/2019 Actual End Date Planned Cost: (Budget) $1,370,000 Actual Cost: (Total) $1,335,808.02 Professional Services $1,150,000 Hardware $220,000 $185,808 Software Network Other Aysha

Schedule Aysha

Aysha

Lessons Learned NM Taxation & Revenue as a highly complex and data rich environment has matured tremendously in technology, security posture, and business processes as an outcome for this project and is now well situated for similar complex projects of this nature. Adequate Planning time (aggressive schedule) Contractual/Procurement Process Hybrid Waterfall/Agile Methodology Processes Resources Quality Detail lessons learned are cited on the Request for Project Closeout Certification Form Aysha

Questions? Emily