FM Center of Expertise

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FM Center of Expertise

• Col Tom DuPre
• 19 April 2005

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BackgroundFM Transformation Action
Decision Support
Decision Support 75
10
Control Reporting 50
Control Reporting 20

Transaction Processing 40
Transaction Processing 5
Old Focus
New Focus
Great service at less cost!
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Background A View of FM Transformation FY05-06
Initial focus on the design areas of the FM
Service Delivery Model
FY05
FY06
Design of the CPC Developed
Financial Services Transformation
ALO Realigned with FMA
Financial Advisor Transformation
Center of Expertise
COE Ready for Launch
FM Transformation Initiatives
Re-engineered Processes
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Estimates Analysis Matter
NO TRESPASSING
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CoE SITREP Feb 05 60 days

• FMT Kickoff Conference (Feb 05)
• Post Conference Accomplishments
• Vision
• Mission
• Charter
• Rough Outline of Concept of Operations
• Details of Current Activities
• Visited Leading Location
• Analyzed Survey Results
• Accomplishing Workload/Manpower Visits
• Drafting Business Case Analysis
• Next Phase - Implementation

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Vision Statement

• The Center of Expertise provides expert,
  on-demand, specialized financial analysis for
  decision support to Air Force installations and
  Major Commands.

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Mission Statement

• The missions of the CoE are to provide
• On-demand consultant support to installation and
  MAJCOM comptroller staff
• Clear, unbiased analysis to financial management
  customers at installation and MAJCOM level
• Expert training to enrich the financial
  communitys ability to offer analytical support
  for critical resource allocation decisions

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CoE Team Charter Statement

• The Center of Expertise will provide expert,
  on-demand, specialized financial analysis for
  decision support. Establishing this organization
  will achieve Financial Managements vision for
  delivering high quality, customer-focused
  decision support. In FY05, the team will perform
  the detailed design work necessary to be ready to
  launch a pilot program beginning in October 2005.
  The CoE will be fully operational in FY07.

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CoE Concept of Operations

• What types of projects will the CoE support?
• Provide advice/analysis for resource allocation
• EAs/BCAs
• Specialized analytical efforts
• Mission changes (add, move, shut-down),Support
  Agreements, privatization, etc.

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CoE Concept of Operations

• Who is the CoE customer?
• Primary customer is FM who supports
  CCs/Functional managers
• Requests for help routed through FM
• Final analytical products owned locally

Formal Projects
Center of Expertise
Direct QA
Functional Paths
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CoE Concept of Operations

• How are Services Provided?
• On-Site Analytical Support
• Analytical Training (local and centralized)
• Reach Back Capability (Help Desk/QA)
• Web Access to tools/templates/examples

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CoE Structure

• Organizational Design/Personnel
• Sub-branches organized by type of service (i.e.
  EA/BCA)
• Civilian Chief/Military Deputy
• Mix of Officer, Civilian, and Enlisted analysts
• Contractor support for surges

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CoE Location

• CONUS (avoid DC, large cities, remote locations)
• Must consider location, local manpower base,
  military support infrastructure, accessibility,
  co-location with similar units
• Potential Sites include San Antonio, Colorado
  Springs, Florida Panhandle, St Louis

Colorado Springs
St. Louis
Florida Panhandle
San Antonio
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Next Level PlanningDetailed CoE Development Path
Determine Location (Site Visit)
Services Provided (Base Level Survey)
Sizing the CoE (Focus Group Visits)
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Determine LocationSite Visit Colorado Springs

• Will develop MOA with Academy to leverage
  faculty/students
• Will be organizationally attached to the Air
  Force Cost Analysis Agency
• Location options if space is available
• Peterson AFB
• Downtown Colorado Springs
• Academy

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Services Provided CoE Base Level Comptroller
Survey

• Purpose of the survey Solicit from the field
  their desires/needs for CoE analytical cost
  support
• Survey makeup (Range of questions)
• Desired types of services
• How do they want the analytical support to be
  provided
• Identify types and sources of analytical training
  
• Feedback from 70 organizations out of possible 86
  
• All MAJCOMs well represented

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Services Provided Survey sayswhat do you need?

• Standardized tools and products
• Training on tools/products/analysis
• Help doing the unique or complex analysis

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Services ProvidedSurvey sayshow you want help
provided?

• Reach back or helpdesk expert advice
• Through hands on training
• Not formal courses (already in place)
• OJT customized to local situation
• Help doing the unique or complex analysis

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Sizing the CoEFocus Group Visits

• Interview results used to baseline CoE UMD
• Interviews gather actual number/time of tasks
• 17 Installations/4 MAJCOMs/over 4 weeks

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CoE Decision Point

• Develop and present solid business case analysis
  package to justify new FM enterprise
• Challenges
• Need Manpower and Funding
• Impact
• Ready for Launch this year at risk
  without adequate resources
• Mitigation Strategies
• Develop detailed budget plan supporting a phased
  standup
• Exploring manpower options to bridge gap until
  resources saved by FST are available

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Center of Expertise