FMMI Deployment 1 Agencies Whats Left to be Done

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FMMI Deployment 1 AgenciesWhats Left to be
Done

• Presented byDarrell Kennedy

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Agenda

• Introductions
• Deployment Approach
• Accomplishments to Date
• Count Down to Go-Live
• Help Desk
• Q A

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Introductions

• Darrell Kennedy
• FMMI
• Implementation Team IPT Lead
• Associate Chief Financial Office,
• Financial Systems Planning and Management

Transforming Financials at the Peoples Department
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Deployment Approach
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FMMI Deployment Approach
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USDA FMMI Leadership Team
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USDA FMMI Deployment 1 Agency Leads
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Accomplishments to Date
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Design Accomplishments to Date

• Completed Design Working Group Sessions (August
  December 2008)
• The purpose of the Design Working Group Sessions
  was to bring together subject matter experts in
  the following areas to develop the solution
• Business Process Designs
• Functional Designs
• Configuration Designs (Initial)
• Development Architecture Designs
• Design Working Group Sessions enabled the team to
  make decisions around data elements which were
  key inputs for the Conference Room Pilots (CRPs)
• Completed Conference Room Pilots 1 3
• The purpose of the Conference Room Pilot was to
  validate SAP functionality against USDA business
  processes.
• CRP 1 (Sept 15-19, 2008) Focus was to
  prototype the key master data records for each
  FMMI module and view the configured
  organizational hierarchy elements.
• CRP 2 (Oct 27-31) - Focus was to prototype the
  most frequently used single transactions and
  sub-processes within each FMMI modules
• CRP3 (Dec 15-19) Focus was to demonstrate the
  Integrated and Periodic Data Processes (i.e.
  month end, quarter end, and year end reporting
  processes)

• Operations Architecture Designs
• Data Conversion Design
• Execution Architecture Design

Office of the Chief Financial Officer
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Design Phase Accomplishments to Date

• Developed the Communication Plan, Role Matrix
  Role Description, and Training Plan to support
  the transition
• Developed FMMI corporate standard user roles and
  definitions
• Developed the Deployment Plan
• Created end-to-end Business Process Flows
• Developed Functional Designs
• Selected NFC as the FMMI Hosting Provider and
  FMMI Website Hosting Provider
• Began designing training courses and developing
  training delivery schedule
• Held Deployment 1 Implementation Kickoff
• Began conducting weekly implementation calls for
  the Deployment 1 Agencies

Office of the Chief Financial Officer
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Build Phase Accomplishments to Date

• Completed User Role Mapping (1500 users)
• Defined Master Data (FMMI Accounting Data
  Structures) and conducted Agency Specific Process
  discussions with Deployment 1 Agencies and Staff
  Offices
• Developed the Test Strategy
• Worked with COD and NFC to determine FMMI Help
  Desk Process
• Launched FMMI Website
• Began designing training courses and developing
  training delivery schedule

Office of the Chief Financial Officer
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Count Down to Go-Live
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Data Cleansing Activities

• The goal of Data Cleansing is to resolve any
  inconsistencies in data such as accuracy,
  integrity, correctness, completeness and
  consistency.
• Current Data Cleansing Activities include
• Conducting weekly meetings with the Agencies and
  Staff Offices to discuss the process that is to
  be employed for cleanup and address any issues or
  concerns with the various cleansing objects. 
• Several data marts and queries have been built to
  facilitate the process of data cleansing
• Agencies and Staff Offices have been provided
  with Suspense File (SUSF) of documents that are
  in held, pending or reject status to take
  appropriate action in clearing these open items. 
  
• Agencies and Staff Offices were provided with a
  worksheet to focus on the manual documents
  processed in FFIS over the years.  They are
  working toward removing/reversing those entries
  where appropriate.
• Agencies and Staff Offices are aggressively
  working toward cleansing their data prior to
  conversion into FMMI. 

Office of the Chief Financial Officer
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Data Cleansing / Data Conversion Methodology
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Converting Data from Legacy Systems into FMMI
Data Cleansing
Data Conversion
Data Validation
Office of the Chief Financial Officer
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Data Validation

• Perform online review of converted master data
  and transactional data to ensure that
• Data was mapped accurately as per the functional
  design
• Data mapping in the functional design is accurate
• The structure of the data is accurate and meets
  the agencys business needs
• Perform audit of specific General Ledger accounts
  after transactional data has been loaded
• Perform validations to ensure that all expected
  transactions loaded based on criteria specified
  in the functional designs
• Provide sign-off on all conversion objects in
  mock testing and production cutover

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Functional Activities

• FMMI Corporate Design was developed with input
  from all Agencies and Staff Offices during the
  Design Phase (July 2008 -January 2009)
• The FMMI Core team has met with all Deployment 1
  Agencies and Staff Offices to confirm Agency
  specific processes and FMMI Accounting Data
  Structures
• Agencies are currently finalizing their FMMI
  Accounting Data Structures (Master Data, WBS
  Elements)

Office of the Chief Financial Officer
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Testing Approach

• USDAs implementation of FMMI will impact many of
  the financial management business processes,
  roles, and responsibilities currently in practice
  across the Agencies and Staff Offices. As with
  any major implementation, effective testing of
  the change will be critical to FMMIs success.
• FMMI will use a multi stage approach to test the
  FMMI solution
• Unit Test
• Assembly Test
• System Test
• Quality Assurance Test
• User Test
• Performance Test
• Security Test

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Communications

• The FMMI Core Team, with the help of Agency and
  Staff Office Communication Leads have been and
  will continue to provide regular updates to users
  about FMMI
• FMMI Website
• FMMI in the News
• FMMI Newsflash
• Change Discussions
• OCFO CIO Connections
• Agency and Staff Office Workshops
• Surveys for Awareness, Understanding Buy-in, and
  Commitment Assessing site / organization readiness

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FMMI Training Curriculum Levels
- Instructor-led (ILT)/Auditorium Style
- Web-based via AgLearn
- ILT/computer based classroom

• ILT/computer based
• classroom

Notional Training Curriculum for a Funds
Management Maintainer
101 Introduction to FMMI
201 Funds Management Process Overview
202 Accounts Payable Process Overview
Office of the Chief Financial Officer
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Training and Performance Support Approach

• The FMMI training curriculum uses a multi-level,
  building-block approach to transition users from
  a high-level understanding of FMMI to being
  capable of performing their specific role within
  the FMMI system
• Includes blended learning approaches
• Instructor-led Training (ILT) Traditional
  classroom-based training facilitated by an
  instructor
• Self-study Web-based Training (WBT) Self-study
  online content completed at the users
  workstation

Office of the Chief Financial Officer
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Training and Performance Support After Go-Live

• Agency/Staff Office Subject Matter Experts (SMEs)
  can provide coaching to users. In addition
• FMMI Online Help can be used for point of need
  support
• Online Help Procedures will provide step-by-step
  instructions to guide the users in performing the
  automated transactions
• Job aids for reference will provide quick
  information needed by the users to perform
  day-to-day tasks (e.g. Glossary)
• Help Desk support will be provided to answer and
  resolve issues

Office of the Chief Financial Officer
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Help Desk
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Help Desk

• Sessions held with COD and NFC to review USDA
  Help Desk Processes as they currently exist and
  to review what to expect when FMMI goes live
• Drafting the FMMI Help Desk Plan and will
  continue meetings with COD and NFC on Help Desk
  processes and FMMI knowledge exchange
• Help Desk will be trained to answer and resolve
  issues
• Knowledge Database being established to assist
  Tier I Help Desk Support in handling FMMI Help
  Desk Tickets

Office of the Chief Financial Officer
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Post Go-Live Help Desk Support

• SAP Help and FMMI Online Help can be used for
  point of need support
• Online Help Procedures will provide step-by-step
  instructions to guide the users in performing the
  automated transactions
• Agency Point of Contacts
• Provides Level 0 support to their respective
  Agency/Staff Office end user community
• Fields calls / questions / problems / requests as
  the first line of support for agency end users
• Will work with Tier I Help Desk in initiating a
  Remedy ticket for additional support if they are
  unable to resolve the agency request
• Tier I Supported by COD
• Tier 2 (User Help) Supported by the Operations
  Maintenance (OM) Team and the Hosting Provider
  (NFC)
• Tier III (Vendor Software/Hardware Support)
  Supported by the Operations Maintenance (OM)
  Team and the Hosting Provider

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Q A
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Question and Answer (QA)

• If you have further questions about the FMMI
  project, please contact the FMMI mailbox

FMMI_at_USDA.GOV