Peggy Feldmann

1
Peggy Feldmann

• 24 June 2008

2
Agenda

• Financial Management
• Data Standards
• Application Portfolio
• Business Intelligence (BI)
• Enterprise Content Management (ECM)
• Human Resources

3
Financial Management(Purpose and Scope)

• Purpose Implement a COTS ERP financial
  management system to replace VDOTs FMS II
  application AND establish a base ERP (GL AP)
  solution for the Commonwealth
• Scope
• Part 1 Replace VDOTs FMS II system
• Part 2 Implement VEAP Base solution

4
Financial Management(Governance)
5
Financial Management(Schedule)

• Preliminary Schedule Milestones
• Project Planning
• Development Approval April 2008
• Project Development
• RFP for Software and System Implementer April
  December 2008
• Part 1
• Project Execution Feb 2009 January 2011
• Post Production Support February 2011 January
  2012
• Part 2
• Project Execution February 2011 October 2011
• Post Production Support November 2011 February
  2012
• Project Close out March 2012 June 2012
• Schedule subject to change based on input from
  implementation vendor

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Data Standards(Identifying and defining
enterprise data at the logical level)

• HB 30 required by 1 October 2008
• Shared data defined for Budget, GL AP
  implementation of statewide applications VDOT
• Shared data from eVA required for AP, Inventory,
  Projects module integration
• Shared entities Employee, Vendor, Addresses,
  Controlled Assets etc
• Eventually all data that must be exchanged among
  agencies
• Priorities Set by Application Deployment Schedule
• Real Estate Leasing Data
• Others?

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Data Standards (Outcome)

• Deliverables
• Standard Name, context, and definition for all
  exchanged data elements
• ID alias, classification, and type
• Data value standard for each element
• Authoritative source (business application)
• Logical identifier for each entity/business
  object
• List of Consumer Provider Events
• Business Rules
• Use Restrictions
• Mandatory Edits, Formats, Internal Consistency

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Data Standards (Phase I Summary Schedule)
December
November
October
Sept
Aug
July
June
 
 
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4
3
2
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3
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1
4
3
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4
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Organize
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Collect Candidate Data
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Consolidate
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Resolve Conflicts
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Finalize Standard
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CAO Adoption
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CAO ITIB Submission
 
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Data Standards(Organization)

• Workgroups
• Supply Chain Management
• Finance Budget, Projects (COA)
• Real Estate Construction
• HR Time Accounting
• Workgroup Coordination
• Jan Fatouros 804-387-8744
• VEAP Coordination
• Marc Lockhart, VEAP 804-343-9012

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Data Standards(Participants)

• Business
• Joe Damico, DGS
• Rueyenne White, DHRM
• David VonMoll, DOA
• Robert Young, TRS
• Bob Weaver, DHRM
• Randy McCabe, DOA
• Kim White, DOA
• Don Darr, DPB
• Mitch Rosenfeld, DPB
• Bob Sievert, DGS
• Bryan Wagner, DGS
• Mason Hood, DGS
• Brian Hood, DGS

• Technical
• Belchoir Mira, DHRM
• JoJo Martin VEAP
• Patrick Cornish TRS
• Dick Salkeld DOA
• Marion Lancaster DGS
• Michael Hammel VITA
• Eric Perkins VITA
• Kathey Stone, VITA
• Joseph Street, DOF

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Application Portfolio (Status)

• Multi-phase effort
• Phase I Application inventory
• Phase II Larger Enterprise Architecture effort
• VEAP and VITA EA identifying 30 data elements
  for each application
• DSS, Tax and DMV piloting initial efforts
• Pilots to be complete by July 18th
• Utilizing application data obtained in the 2003
  due diligence
• Basic application costing information will be
  obtained on HR systems
• Estimate Phase I completion for Executive Branch
  agencies by 17 Oct 2008

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Application Portfolio (Phase I Proposed Schedule)
December
November
October
Sept
Aug
July
June
 
 
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1
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1
 
4
 
 
 
 
 
 
 
 
 
 
 
 
 
Pilot
 
 
 
 
 
 
 
 
 
 
 
 
Distribute Questionnaires
 
 
 
 
 
 
 
 
 
 
 
Collect Application Data
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Consolidate Data
 
 
 
 
 
 
 
 
 
 
 
 
 
Analyze Data
 
 
 
 
 
 
 
 
 
Publish Findings
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Develop Update Tool
 
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Application Portfolio (Next Steps)

• Develop a browser-based update mechanism for
  Agencies
• VITA EAs System Architect program will be the
  authoritative source for all Application
  Information
• Develop Interfaces with ProSight, System
  Architect, agency update tool and VITA/NG
  configuration management system

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Application Portfolio(Summary)

• Goal Application portfolio management becomes
  continuous instead of a bi / tri-annual event
• VEAP is seeking 1-2 agency volunteers to assist
  with the Application Portfolio
• Assist gathering and compiling results
• Represent agencies
• Interpret returned results
• Provide continuity during vacation season

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Business Intelligence

• Areas of recent focus
• Business Intelligence Summit
• Business Intelligence Tools RFP
• Efforts with agencies to coordinate on use of
  soon to be procured BI toolset
• Establishment of BI Sandbox environment
• More Information at
• http//www.veap.virginia.gov/business_intelligenc
  e_initiative.shtml
• Or contact
• leonard.nottingham_at_veap.virginia.gov
• almeater.alston_at_veap.virginia.gov

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BI Summit (Key Highlights)

• Collaborative VEAP / Executive Agencies meeting
• First Step in a collaborative effort for
  establishing a Business Intelligence Competency
  Center (BICC)
• Designed to invoke discussion and solicit input
  and feedback
• Designed to encourage participant interaction and
  provide participants with an opportunity to
  express their expectations for the future of BI
  in the Commonwealth
• Tomorrow from 830 to 1230 at Patrick Henry
  (East Reading Room)
• Over 50 planning to attend but still some
  seating available ( contact almeater.alston_at_veap.v
  irginia.gov if desiring to attend)

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BI Initiative (Update)

• Business Intelligence Tools RFP
• Negotiation Phase has been entered
• BI Efforts with Agencies
• Have been meeting with DPS division of DGS
• Have held initial discussions with DMV TREDS team
  regarding potential use of BI tool for this
  project
• Establishment of BI Sandbox Environment
• Working with VITA to establish environment for
  quickly standing up / exploring capabilities of
  toolset about to be procured

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ECM (Governance)

• Establish a Commonwealth ECM Steering Committee
• Multi agency executive level representation
• Invitations to participate to be sent in July
• Role of the ESC
• Provide strategic guidance on ECM
• Oversight of ECM Shared Services
• Establish an ECM Center of Excellence

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ECM (Center of Excellence)

• Maintain library of ECM implementation standards,
  best practices, re-useable components
• Provide support for ECM implementations
• Future plans are to staff ECM COE with an ECM
  architect and PM(s)

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ECM (Shared Services)

• Provide basic ECM services to agencies that
  cannot justify a full agency ECM implementation
• Administered by DEQ
• Leverage existing DEQ ECM infrastructure and
  expand upon it as needed
• Scheduled to be available Fall/Winter 2008

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Human Resources

• Establish working group of agencies, DHRM and
  VEAP in July/August
• VEAP/DHRM POC is Pam Watson

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Discussion