1. TeamBudget Update
9.5.13

2. Agenda What We’ve Been Up To Update on Budget Office Test
Test Scenario
Outcomes
Key Learnings
Rollout Calendar, Including Training Timeline

3. What Have We Been Up To? Finalized Initial Configuration
Report Development
Meeting with the Business Advisory Team and Executive Steering Committee
Budget Office Test

4. Budget Office Test- Scenario
Overall Goals- Rigorous test of the system, uncover and fix bugs and reporting issues, train the budget office staff, find issues with business process decisions, ensure we can create a budget using the system.
Participants- Budget Office, DCA, and IT
Recreated the FY2014 Budget for DCM and DCHS
Started with setting up the system
Importing positions and employees, updating wage tables, updating cost objects, etc.
Created the requested budget
Creating program offers- adding narrative, expenditures and revenues, and allocating positions; upload tool; the ability to validate and balance budgets through reports; and the general feasibility for departments to create their budgets in the system
Moved through each of the remaining phases of the budget- proposed, approved, adopted, and revised
Continued validating reports, testing the functionality of the system, testing business processes, and generally ensuring the system will allow us to build and publish our budget
Rolled the system over to begin creating the next budget year
Tested our ability to use the system with two budget years running in parallel

5. Budget Office Test- Outcomes
Bugs and reporting issues identified and fixed
Budget Office is confident the system will work for the County and will be an improvement over our current systems
Primary reports refined and validated
Areas for business process improvements determined
Budget Office Staff Trained on the System
A Preview of Some Reports

6. Budget Office Test- Key Learnings
Better sense of training needs, the timing for training, and the groupings
Having all the data in one system is so much better, especially in respect to positions
As we suspected the first year will be tough, but starting the second year we’ll have a more developed starting point, and even in the first year the access to reporting will be a great improvement

7. Rollout Calendar
September- Complete business process improvements, continue report development, develop training curriculum and materials, and prep the system for production
Sept 30th- Business Manager Walkthrough
Opportunity for business managers to get a demo and overview of the system to begin planning for impacts to their internal business processes
Oct 2nd- Begin DCA Training
Oct 14th- System goes live for DCA Users
Nov 18th- Departmental Super User Training Begins and Department Sandbox Opened
Early December- General User Training Begins
Mid-December- The Big Release
Mid-February- Budgets Due

8. Questions?