1. 1 Office of State Finance Agenda Completed Work (Incident/SR/Projects)Project Portfolio (3 year plan)Current Project StatusIssuesCommunications and Governance Feedback and Questions

2. 2 Office of State Finance Agenda Communications and Governance

3. Federated Model of The Enterprise Agency Layer Enterprise Layer Infrastructure Layer Technology Services Agency Services Shared Business Services Centralize Technology Centralize Business Services Utilized by Multiple Agencies Agency Specific Services Remain in Agency Information Technology Infrastructure Library

4. Shared Business Services 4 Financial Mgt SystemsPayroll/Human ResourcesOther Reporting / Business Intelligence Financial Analytics Human ResourceProcurement & SpendProject Analytics ImplementedIn ProcessPlanned Extend / Collaborate Transaction / Streamline General Ledger – 175/175 Purchasing – 130/ 130 Strategic Sourcing – 1/? E-Supplier – 1/? Budget 174/174 Human Resource – 132/132 Base Benefits- 131/131 Time & Labor Payroll – 131/131 Employee Self Service – 115/121 Enterprise Learning Mgmt – 2/? Higher Education Interface Manager Self Service 1/131 Account Rec – 2/40Billing – 2/40 Asset Mgmt – 4/128 Project / Grants / Contracts Inventory E-Bill Payment Expenses (travel ) Help Desk – 3/? Help Desk Self Service Grants Provisioning Licensee OK.GOV Portal P-Cards AP Workflow eProcurement Transparency # / # - first number = agencies live second number = agencies in scope Accts Payable – 175/175

5. 5 Governance / Communications Approach Partner Meeting Quarterly Partner Meeting (Oct, Feb, Jun) Bi-monthly newsletter (Oct, Dec, Feb, Apr) Monthly Status Updates (Jan, Feb, Mar, May)  Next Partner meeting August Procurement Advisory Board HR/Payroll Advisory Group Service Request compiled and prioritized Team members identified (see appendix) Bi-monthly meeting (Jan, Apr, Jun) High level DHS roadmap  Detail DHS roadmap  Next Financial Advisory meeting (June) New Governance / Communications Processes Have Started Finance Advisory Board Initial Procure to Pay roadmap developed and reviewed  Procure to Pay roadmap reviewed and approved with management Service Request compiled and prioritized  Bi- monthly meeting (July) HR/Payroll Advisory Board Service Request compiled and prioritized Team members identified  Bi-monthly meeting (July)

6. 6 Office of State Finance Agenda Completed Work (Incident/SR/Projects)Communications and Governance

7. 7 Team Responsibilities Resources Spend 71% of Their Time on Projects and 29% On Support

8. 8 State Team Responsibilities State Resources Spend 47% of their Time on Projects and 53% On Support

9. 9 Incident – Service Request The Team Closes on Average 1700 Support Service Request or Incidents a Month (increase of 200 over last reporting)

10. 10 Enhancement Service Request – Continuous Improvement Completed Functional Request Problem Management issues completed (2 Fin/PO & 2 HCM) Reports and Extracts created or enhanced (19 Fin/PO & 13 HCM) Added Comp Time report to Employee Self Service so employees can access the data without involvement from their HR department Enhanced security in Employee Self Service password resets Assisted with the Total Compensation process for 2010. Improvements to Leave Accrual Processing – will reduce agency user errors Numerous enhancements to the ELM module Tested Tax Update A Made enhancements/corrections to programs relating to recently completed projects (Deposits and Asset Management)

11. Completed Projects since last Partner Meeting ARRA Transparency Manager Self Service Pilot Employee Self Service Rollout Asset Management Pilot HCM Function Enhance OESC Phase 2 (Grants/Projects/Contracts/AR/Billing) Schedule Budget

12. 12 Office of State Finance Agenda Completed Work (Incident/SR/Projects)Project Portfolio (3 year plan)Communications and Governance

13. 13 Portfolio/Project Framework Portfolio (3 Year Plan) Define / Implement ServicesMaintainOperational 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 - +/-10% Plan Updated Portfolio and Scorecard - Integrates people and other resources to carry out the plan - Updated Scorecard, Monthly Status Project Framework Close

14. Multi Agency Business Services Opportunity Map Enterprise Service Automation Human Capital ManagementOtherSupplier Relationship Financial Management Supply Chain Mgmt Assets 201020112012 Time and Labor Pilot Higher Education Interface Asset Mgmt Pilot Scanning and bar coding Grant/Project /Contracts Rollout Expense Module Treasury GL AP Workflow eBill Pay Voucher Build Leave Request Approval Grants Provisioning Business Intelligence Financial Analytics Licensing Archiving Phase 2 Budget Govt Risk & Compliance Address Scrubbing Software e- procurement Inventory Mental Health Inventory Rollout Training Web Delivery Time and Labor Rollout Commitment Accounting Rollout Enterprise Learning - Rollout Strategic Sourcing- e- Supplier Rollout Financials Upgrade Apply Bundles 2011 Apply Bundles PCard Backfill Developers Integrated Item Maintenance Deposits T&L Manager Self Service Pilot GPC Pilot – ODOT/OESC Apply Bundles 2011 Employee Self Service Rollout Org Publisher Asset mgmt Rollout ConceptInitiationExecutionPlanningClose Backfill Developers T&L Mgr Self Service Rollout GPC Pilot – ODOC/DEQ Inventory Implementation ARRA Transparency HCM functionality Enhance T& L for Non b- weekly Openbooks Phase 3 Carl Albert Payroll E- Perfromance OSF/ODOT AR Billing Data Staging Area CAFR Reporting Inventory ODOT Vendor Registration EFT Remittance ODOT T&L MSS FFATA Transparency 3% Backup Withholdings New Project Changed Phase

15. 15 Multi Agency Business Services Opportunity Map Changes Since Last Partner Meeting Completed projects Asset Management Pilot, OESC Phase 2, Manager Self Service, ARRA Transparency, Employee Self Service, HCM Functional Enhancement New Projects Inventory Mental Health – Legacy inventory system was unsupported EFT Remit Advices – Notifies (E-mails) vendors about EFT payments 3% Backup Withholding – Federal Law requirement by Jan 2012 ODOT Manager Self Service – Time capture and approval FFATA Transparency – Federal transparency requirement Vendor Registration – Vendor interface from OK.Gov to Peoplesoft Projects Moved Project Framework Phase AP Workflow – Moved to execution. Complete in July Treasury GL – Moved to execution, Complete in December Enterprise Learning Mgmt Rollout – Moved to planning, OPM, Sup Court, ODOT Time and Labor Non bi-weekly – Moved to execution, Complete in December Data Staging Area – Moved to execution, Complete in June CAFR Reporting – Moved to planning

16. 16 Office of State Finance Agenda Completed Work (Incident/SR/Projects)Project Portfolio (3 year plan)Current Project StatusCommunications and Governance

17. Projects in Execution Delivery Schedule 17 Within 10% of PlanWithin 20% of PlanOver 20% of PlanRe-baseline

18. 18 Projects in Planning Delivery Schedule Within 10% of PlanWithin 20% of PlanOver 20% of PlanRe-baseline

19. 19 Office of State Finance Agenda Completed Work (Incident/SR/Projects)Project Portfolio (3 year plan)Current Project StatusIssuesCommunications and Governance

20. 20 Issues 3) The fixed asset rollout plan has been completed and additional state resource is required to deliver on the current schedule. Determining how to fund the project with additional state resource. IssuesStatus 1)ODOT Phase II (Agile Assets Projects, Grants, AR, billing, Inventory) will not meet their scheduled implementation date. We are in the process of re-baselining The project schedule and assessing the impact on other projects in the portfolio. 4) New Legislation 2310 – ARRA Transparency, Financial Shared Services 1759 – Social Media, Open Technology, Convenience Information, We are analyzing the legislation and defining projects that need to be initiated. 2) Employee Self Service has increased number of help desk calls. The hold time and abandonment rate for the help desk has increased We have increased staffing at the help desk with temporary resource.

21. 21 Office of State Finance Agenda Completed Work (Incident/SR/Projects)Project Portfolio (3 year plan)Current Project StatusIssuesCommunications and Governance Feedback and Questions

22. 22 APPENDIX

23. 23 In our last partner meeting we talked about posting content from the partner meeting, and monthly project updates to the web for your review. You can find this information at the following URL http://www.ok.gov/OSF/CORE/index.html. A bi-monthly newsletter, and a monthly executive steering presentation (status) will be posted on this page along with the IT partner information. We have also set up a new Notification Group called CORE Updates. Please subscribe to the CORE Updates listserv to get automated notification when a new document is posted. Click the following link and you will be notified each time an update is made available. CORE Updates Notification link: http://www.ok.gov/triton/modules/oknotify/index.php?id=65 Website Instructions