Agency Kick-Off Meeting


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Agency Kick-Off Meeting

  1. 1. Performance Budgeting Agency Kickoff Meeting October 15, 2009
  2. 2. Performance Budgeting Introduction/Contact Information <ul><li>Jo Jo Martin, PB Project Manager </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>(804) 786-6239 </li></ul></ul><ul><li>Mitch Rosenfeld, PB Functional Manager </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>(804) 786-1687 </li></ul></ul><ul><li>Almeater Alston, PB Deputy Project Manager </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>(804) 786-0511 </li></ul></ul>05/31/10
  3. 3. Performance Budgeting Introduction – the Road to PB <ul><li>December 2008 – RFP for Performance Budgeting software and implementation services was released </li></ul><ul><li>July 2009 – Commonwealth Information Technology Investment Board and CIO granted development approval for the Performance Budgeting project </li></ul><ul><li>July 2009 – Commonwealth CIO granted contract approval to Project Performance Corporation (PPC) for software and implementation services </li></ul><ul><li>August 3, 2009 – Official project start date </li></ul><ul><li>PPC is a management and information technology consulting firm based in Virginia </li></ul><ul><li>PPC will partner with Beacon Software Innovations to implement Beacon’s BIDS software to configure the new Performance Budgeting system </li></ul><ul><li>PPC will also partner with CapTech Ventures, a Richmond-based small business management and systems integration firm, and Sevatec, Inc., another Virginia-based firm </li></ul>05/31/10
  4. 4. Performance Budgeting Scope <ul><li>Major process re-engineering and software implementation </li></ul><ul><li>effort designed to: </li></ul><ul><li>Minimize risk of dependence on older technologies </li></ul><ul><li>Increase effectiveness and efficiency by replacing numerous disparate systems with a fully integrated enterprise performance budgeting system </li></ul><ul><li>Position the Commonwealth to exploit emerging technologies </li></ul><ul><li>Improve budget decision-making </li></ul>05/31/10
  5. 5. Performance Budgeting Systems to be Replaced <ul><li>PROBUD (WebBEARS) </li></ul><ul><li>ExpendWise </li></ul><ul><li>BudgetWise </li></ul><ul><li>FATS (Budget Execution) </li></ul><ul><li>Capital Planning Access Databases </li></ul><ul><li>Six-Year Nongeneral Fund Access Databases </li></ul><ul><li>Six-Year Financial Plan Spreadsheets and Word Documents </li></ul><ul><li>Strategic Planning, Management Scorecard, and Performance Measurement components of Virginia Performs </li></ul>05/31/10
  6. 6. Performance Budgeting Systems Components <ul><li>Functionality to input, modify, and store performance budgeting data </li></ul><ul><li>Tools for analysis, forecasting, and development of “what if” scenarios </li></ul><ul><li>Automated workflow </li></ul><ul><li>Word processing and publishing </li></ul><ul><li>Enhanced reporting and ad hoc reporting capability </li></ul><ul><li>Custom interfaces as required to Commonwealth legacy systems (CARS, for example) </li></ul><ul><li>Agency Spend Plan module as a VEAP shared service </li></ul>05/31/10
  7. 7. Performance Budgeting Phased Approach <ul><li>PB implementation will be executed in two phases: </li></ul><ul><ul><li>Phase 1: </li></ul></ul><ul><ul><ul><li>Operating Budget Development </li></ul></ul></ul><ul><ul><ul><li>Six-Year Financial Plan </li></ul></ul></ul><ul><ul><ul><li>Capital Budget Development </li></ul></ul></ul><ul><ul><ul><li>Budget Execution </li></ul></ul></ul><ul><ul><li>Phase 2: </li></ul></ul><ul><ul><ul><li>Strategic Planning </li></ul></ul></ul><ul><ul><ul><li>Agency Spending Plans – 2 Pilot Systems </li></ul></ul></ul>05/31/10
  8. 8. Performance Budgeting Phase I Timeline <ul><li>Aug - Sep 2009 – Planning and Requirements </li></ul><ul><li>Oct - Nov 2009 – Design </li></ul><ul><li>Nov 2009 - Mar 2010 – Development </li></ul><ul><li>Apr – Jun 2010 – Testing </li></ul><ul><li>Jul 2010 – Training </li></ul><ul><li>Aug 15, 2010 – Phase I Implementation </li></ul>05/31/10
  9. 9. Performance Budgeting Implementation Service Provider Project Performance Corporation <ul><li>Project Management Team Members </li></ul><ul><ul><li>Faye Anson, PPC Project Manager </li></ul></ul><ul><ul><li>Scott Leake, PPC Deputy Project Manager (CapTech) </li></ul></ul><ul><ul><li>John McCormack, PPC Functional Lead </li></ul></ul><ul><ul><li>Fred Rey, PPC Technical Lead (Beacon IT) </li></ul></ul><ul><ul><li>Anthony Lewandowski, PPC Interface/Conversion Lead </li></ul></ul><ul><ul><li>Bernie Hill, PPC Organizational Change Management Lead </li></ul></ul><ul><ul><li>Ope Onibokun, PPC Business Process Re-engineering Lead </li></ul></ul><ul><ul><li>Lee Hodges, PPC Project Controls </li></ul></ul>05/31/10
  10. 10. Performance Budgeting About the BIDS Product <ul><li>Software tool with built-in budgeting features and workflow </li></ul><ul><li>Allows the Commonwealth to determine and deploy best business processes </li></ul><ul><li>Employs Web-based user access </li></ul><ul><li>Rapid application design and development through tool configuration </li></ul><ul><li>System design is underway </li></ul><ul><li>Prototyping in November </li></ul><ul><li>Development in December through March </li></ul>05/31/10
  11. 11. Performance Budgeting Solution Overview 05/31/10 BIDS Operating Budget Development Six-Year Financial Plan Capital Budget Development Strategic Planning Budget Executions Agency Spending Plans Database/Data Warehouse BIDS Compressed XML BIDS Reporting Tables Chart of Accounts Fact Tables Analysis Cubes Reporting Capabilities Standard Reporting Loginfo Ad-hoc ReporingLogiAdhoc Data Integration and Conversion Data Chart of Accounts Security