Integrated Budget Information System Joe White Office of State Budget and Management

Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. 2

Presentation Overview IBIS Overview Project Scope Project Timeline System Details Questions 3

IBIS Overview - Goals Replace mainframe legacy systems by creating a integrated, web-based statewide budget system Incorporate program information and performance measurement into the state’s budgeting Improve reporting and analytical capabilities Reduce dependency on manual processes for data collection, manipulation and analysis 4

IBIS Overview Initial project effort in 2010 was unsuccessful Numerous issues prompted re-evaluation of the project –Moved from an outside vendor to internal development team –New IBIS team completed a substantial system redesign Goal from 2010 remains constant in 2013: Implement an integrated, web-based statewide budget and performance management system Go Live Date is July 1, 2013 Information available at 5

Project Scope 6 Budget ExecutionBudget Development Program Information Administrative Features Budget RevisionsWorksheet IStrategic PlanningWork Queue AllotmentsWorksheet IIProgram DataMy Messages Salary ControlWorksheet IIIProgram CrosswalkHistory CertificationScenariosProgram Structure Journal EntryWorksheet I Cert/Auth Reports Budget CodeReports Fund Code Reports

Project Update – Testing User acceptance testing completed for the following: –Worksheet I –Worksheet II –Salary Control –Allotments –Certification –Budget Revisions User acceptance testing remaining: –Journal Entry (OSBM) –Worksheet III 7

Project Update – Pilot Enter actual data into system Work collaboratively with OSBM to ensure the system is ready for general release Use forms enter information and reports to verify system functionality and data OSBM analysts and IBIS team provide support 8

Project Update – Pilot Agencies UNC Wilmington UNC General Administration Office of State Controller Department of Commerce Department of Health and Human Services Division of Health Services Regulation Division of Aging and Adult Services Office of State Budget and Management 9

Project Update – Pilot Timeline February 15 th : Worksheet I Completed March 27 th – April 19 th : Budget Execution Pilot –Budget Revision –Allotments –Salary Control –Certification –Journal Entries May 1 st – May 31 st : Budget Development Pilot 10

Project Update - Licenses Memos distributed to each state agency February 27 th Universities allocated 105 licenses across all campuses Deadline to identify users March 15 th Restricted number of licenses due to IBM Cognos licensing 11

Project Update – Training System training to begin May 1 st University specific training coordinated through General Administration Training offerings will include the following: –In-person sessions –Online tutorials –Online manuals –Webinars Training to be completed by mid-June 12

Project Update – Go Live Go-Live Date of July 1 st, 2013 Includes, but is not limited to, the following: –Certification –Budget Revisions –Allotments –Salary Control Agencies will close out SFY activities in legacy systems SFY activity will be completed in IBIS 13

System Details Web-based system Accessible from any computer NCID required 24/7 system Developed for Internet Explorer 8 or higher Reports on 15 minute intervals 14

System Details – Log In 15

System Details – Work Queue 16

System Details – Work Queue 17

System Details – Work Queue 18

System Details – Work Queue Filter 19

System Details – Work Queue Sort 20

System Details – Creating New Request 21

System Details – Creating New Request 22

System Details – Standard Tabs 23

System Details – Standard Functions 24

System Details – Help Text 25

System Details – Entering Text 26

System Details – Entering Positions 27

System Details – Position Summary 28

System Details – Entering Budget Data 29

System Details – Budget Summary 30

System Details – Budget Overview 31

System Details – Attachments 32

System Details – Submitting Forms 33

System Details - View History 34

System Details – My Messages 35

System Details - Admin 36

System Details – Accessing Reports 37

System Details – Reports Home 38

System Details – Generating a Report (RK325) 39

System Details – Viewing a Report 40

System Details – Viewing a Report 41

Questions 42