Lessons Learned on the Public Financial Management Front LInes
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Lessons Learned on the Public Financial Management Front LInes

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FreeBalance presentation given at the Confederation of Asian and Pacific Accountants

FreeBalance presentation given at the Confederation of Asian and Pacific Accountants

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Lessons Learned on the Public Financial Management Front LInes Lessons Learned on the Public Financial Management Front LInes Presentation Transcript

  • Version 7 section• brief discussionLesson Learned on the PublicFinancial Management Front LinesConfederation of Asian and Pacific AccountantsMay 24, 2013
  • Version 7 section• brief discussionAgenda• Story behind “FreeBalance”• Lessons in: ICT-enabled good governance• Lessons in: PFM reform sequencing• Lessons in: FMIS delivery and sustainability• Conclusion
  • Version 7 section• brief discussionfor public financial management supportreform and modernization to improvegovernance, transparency and accountability.FreeBalance solutions View slide
  • Version 7 section• brief discussion1984“free balance”+ Budget- Commitments- Obligations- Actuals= Free Balance View slide
  • Version 7 section• brief discussion1984+Ottawa: Parliament Hill
  • Version 7 section• brief discussion1994+ Appropriations Expenditures Procurement Treasury Materials Civil Service Receipts Payroll Social Programs Budget ControlsPlanningAnalysisBudget LawPolicy Forecasting Budget BooksGovernment ResourcePlanning (GRP)
  • Version 7 section• brief discussionHow is GRP Unique?1994+Budget CentricCommitmentAccountingModernization& ReformComplexPerformanceNot ERP
  • Version 7 section• brief discussion1994+differentorganizationalconfigurationsMULTIPLECONTROLSaggregatedetailedMULTIPLECONTROLLEVELSconfiguredCONTROLSbudgetappropriationstransferscommitmentsobligationsreceivingexpendituresCOMMITMENT CYCLEsegregation ofduties & workflowmonthlyPERIODyearlyTOLERANCELEVELSflexiblestrictFinancial Controls
  • Version 7 section• brief discussion1998Nunavut
  • Version 7 section• brief discussion1999Kosovo
  • Version 7 section• brief discussionquickestimplementation26 daysaveragefirst phase8 monthsRapid Implementation2000+
  • Version 7 section• brief discussion2006FreeBalance Public FinancialManagement Component MapFreeBalance Public Financial Management Component MapComprehensive and ExtensibleProduct Suite for Government
  • Version 7 section• brief discussiontodayCountries Penetrated 21Time Zones 15World wide Software Installations Over 200Users Over 60,000Civil Servants Almost 1.5 MillionHandling annual budgets of > $¼ TrillionGlobal Impact
  • Version 7 section• brief discussiontodayDevelopedCountriesDeveloping Countries Post ConflictNationalUganda,Guyana,Antigua,Suriname,Lao PDRMongolia,KyrgyzstanTimor-Leste, IraqAfghanistan,Kosovo,Sierra Leone,Liberia, SouthSudanDepartmentalCanada• 28 Financials• 42 BudgetUSA• 10 Financials• 1 BudgetPanama,Jamaica,PakistanSub-National NunavutPalestineProject NamibiaGlobal Impact
  • Version 7 section• brief discussionFreeBalance Offices and Regional Support CentrestodayVientiane• services & support• sales, business development & marketing• product management & development• corporate servicesDiliUlaanbaatarBishkekOttawaGuatemala CityWashingtonSt. JohnsLisbonMonroviaFreetownKampalaPristinaRamallahKolkataKabulBangaloreParamaribo
  • Version 7 section• brief discussionGlobalPFMProviderCanadianCompanyGRPLeader100%GovernmentFocusISO-9001/2008CoversBudgetCycleModernWebTechnologyHighSuccessRateCompany Summarytoday
  • Version 7 section• brief discussionAgenda• Story behind “FreeBalance”• Lessons in: ICT-enabled good governance• Lessons in: PFM reform sequencing• Lessons in: FMIS delivery and sustainability• Conclusion
  • Version 7 section• brief discussionVersion 7 section• Multiple Definitions• Tinged with Ideology• Multi-variant and Complex• Measurement Difficulties• Yet Governance Measures CriticalGood Governance
  • Version 7 section• brief discussionVersion 7 section1919
  • Version 7 section• brief discussionAbout $37B offoreign aidannually isphantom aid
  • Version 7 section• brief discussionTax evasionthrough untaxedshadow economy= 17% of worldeconomy, wellover $2.5T
  • Version 7 section• brief discussionForeign DirectInvestment toDevelopingCountries at$684B
  • Version 7 section• brief discussionTotalworldwideremittances todevelopingcountriesexceed $534B
  • Version 7 section• brief discussionTax Revenueranges from1.4% of GDPin UAE toalmost half inBelgium,Sweden andDenmark
  • Version 7 section• brief discussionWhat Works in Technology-Enabled Public Financial Management?An On-Going DebateTechnicalReformsDifficultTechnicalReforms EasyTechnicalReformsEffectiveTechnicalReformsIneffectiveUse PFM BestPracticesUse CountryContextIt’s notabouttechnologyIt’s all abouttechnologyGoodPracticesappliedtechnologyappliedpractice
  • Version 7 section• brief discussionGood Governance Mind Map v.1.0
  • Version 7 section• brief discussionGovernance Linkages1. back office GRP software provides2. a set of Governance tools3. whose effectiveness in improvinggovernance is determined byinstitutional maturity4. and can be seen5. measured6. shown to improve country outcomes
  • Version 7 section• brief discussionConsider a Scenario
  • Version 7 section• brief discussionTotal AnnualGovernmentProcurementis estimatedat $9.5T
  • Version 7 section• brief discussionDevelopingCountries lose anestimated $20B to$40B annuallybecause ofcorruption
  • Version 7 section• brief discussionICT Platform•1. SecureInfrastructure•2.User GroupControlsGovernmentPerformance•3. BudgetPreparationCore PublicFinancials•4. CommitmentAccountingPublic ExpenditureManagement•5. Procurement•6. E-Procurement•7. PaymentManagementGovernmentPerformance•8. AuditAutomating the Procurement Cycle
  • Version 7 section• brief discussionControlsCore PublicFinancialsExpenditureManagementReceiptsManagementTreasuryManagementCivil ServiceManagementPerformanceManagementStandards IPSAS, GFS CoST, OpenC EITI IATI GFSFront-Officefinancialstatementse-procure revenueaid, debt &PPPe- recruit &disclosuregov resultsbudget transparencyDecision-Makingforecasts – programs –– reporting & analytics – dashboards – alerts - output/outcomes – KPIseconomics – historical data - benchmarks – policy – planning – scenarios – programsOther Controlsassets secure payment & secure transactions auditaccruals TSA accrualsCommitment budget – commitment – cash - paymentProcess Controls chart of accounts – workflow & procedures – approval cycle - reconciliationsIT Controls data integrity – data encryption – IT security - integration
  • Version 7 section• brief discussionICT Platform•1. SecureInfrastructure•2.User GroupControlsGovernmentPerformance•3. BudgetPreparationCore PublicFinancials•4. CommitmentAccountingPublic ExpenditureManagement•5. Procurement•6. E-Procurement•7. PaymentManagementGovernmentPerformance•8. AuditChart ofAccountsDashboardsAlertsProcedureWorkflowIntegrationSegregation ofDutiesICT Platform•1. SecureInfrastructure•2.User GroupControlsGovernmentPerformance•3. BudgetPreparationCore PublicFinancials•4. CommitmentAccountingPublic ExpenditureManagement•5. Procurement•6. E-Procurement•7. PaymentManagementGovernmentPerformance•8. Audit•Data integrity•Encryption•IT security•Usermanagement•Budget &CommitmentControls•Planning•Historical data•E-Procurementfront office•Securepayments•Audit trail
  • Version 7 section• brief discussionIT ControlsICT Vulnerability TechniqueDatabaseDataIntegrityObfuscationEncryptionBiometricsVPNSecurityPolicySecurityAuditAuditTrailTransactionAuditsDB AbstractionNetworkSniffingUser IdentifyIntegrationInterfacesReports External TransparencyIntrusion Intrusion Detection
  • Version 7 section• brief discussionFreeBalance Public Financial Management Component MapComprehensive and ExtensibleProduct Suite for Government
  • Version 7 section• brief discussionGPM BCM PFM GTM GRM PEM CSMChart of AccountsBudgets& CommitmentsSegregation of dutiesSecure PaymentIntegrationReconciliationWorkflow & ProceduresApprovalsAccrualAsset Management
  • Version 7 section• brief discussionGovernance Enablers MatrixCharacteristicsCapacityPoliticalWillAccountingProceduresStandardsEfficiencyRiskManagementComplianceDecentralizationIndependenceInformalMechanismsAccesstoInformationTransparencyOutreachParticipationLegitimacyInstitutionsExecutiveLegislatureJudiciaryInternal & External AuditEnforcementOther Gov’t OversightPublic ServiceCivil Society & CitizensBusinessesElection CommissionPolitical PartiesDonors
  • Version 7 section• brief discussionICT Platform•1. SecureInfrastructure•2.User GroupControlsGovernmentPerformance•3. BudgetPreparationCore PublicFinancials•4. CommitmentAccountingPublic ExpenditureManagement•5. Procurement•6. E-Procurement•7. PaymentManagementGovernmentPerformance•8. AuditChart ofAccountsDashboardsAlertsProcedureWorkflowIntegrationSegregation ofDutiesICT Platform•1. SecureInfrastructure•2.User GroupControlsGovernmentPerformance•3. BudgetPreparationCore PublicFinancials•4. CommitmentAccountingPublic ExpenditureManagement•5. Procurement•6. E-Procurement•7. PaymentManagementGovernmentPerformance•8. Audit•Data integrity•Encryption•IT security•Usermanagement•Budget &CommitmentControls•Planning•Historical data•E-Procurementfront office•Securepayments•Audit trailPolitical WillCapacityStandards ComplianceAccountingProceduresTransparencyCivil SocietyInternal AuditExternal AuditIndependenceEnforcement
  • Version 7 section• brief discussionPEFA to PFM Component MapCore Public Financials& Budget ControlsExpenditureManagementReceiptsManagementTreasuryManagementCivil ServiceManagementPerformanceManagementA. PFM-OUT-TURNS:Credibility of thebudgetBudget ControlsExpenditureControls &ForecastingRevenueForecastingCash and LiquidityForecastingWage BillForecastingBudget PlanningProcessesB. KEY CROSS-CUTTING ISSUES:Comprehensivenessand TransparencyBudget ClassificationsBudget Transparency E-ProcurementRevenueTransparencyE-Recruitment,Wage & ExpenseDisclosureResults PortalC(i) Policy-BasedBudgetingTalentManagementBudget PlanningProcesses &PerformanceManagementC(ii) Predictability andControl in BudgetExecutionNon-Salary ControlsExpenditureControls &Forecasting,ProcurementValue for MoneyTaxpayerObligations & TaxCollectionCash and BankControlsPayroll ControlsAudit trails &Computer AidedAudit ToolsC(iii) Accounting,Recording andReportingTimeliness and Completeness of Statements and Reports, Support for International Public Sector StandardsQuality ofReportsC(iv) External Scrutinyand AuditAudit trails &Computer AidedAudit Tools
  • Version 7 section• brief discussionGovernanceRatingGovEffectivePFM TransparencyimprovesenablesresultsperceptionbehaviourImpact of Public FinancialManagementImprovements onInternational GovernanceRatingsOpenness, Effectiveness,Service Delivery, Growth,Anti-Corruption
  • Version 7 section• brief discussionGRP Anti-Corruption Hospital Procurement ScenarioGovernment Resource Planning Software Governance ToolsetGovernanceEnablersGovernance SignsGovernanceIndicatorsGovernanceOutcomeschart of accounts | segregation of duties |integration | workflow & procedures | alerts & dashboardsICT Platform1. SecureInfrastructureData IntegrityImproved HealthOutcomesChild HealthCIESIN/YCELPReduce ChildMortality MDGImmunizationRates WHO/UNICEFReduce MaternalMortality MDGUniversal Access toReproductive HealthMDGEncryptionIT Security2.User GroupControlsUser managementGovernmentPerformance Mgmt3. Budget PlanningPlanning PEFA C3:Accounting,Recording,ReportingHistorical dataCore PublicFinancials4.CommitmentAccounting Budget &CommitmentControlsAccountingProceduresPEFA C2:Predictability &Control in BudgetExecutionPublic ExpenditureMgmt5. Procurement6. E-ProcurementE-Procurementfront officeTransparencyPEFA B:TransparencyWGI Control ofCorruptionWorld Bank DoingBusiness IndexTI CorruptionPerceptionCivil SocietyProcurement Graftincidents7. Payment Secure paymentsIncrease in ForeignDirect InvestmentGovernmentPerformance Mgmt8. Audit Audit trailInternal & ExternalAuditPEFA C4: ExternalScrutiny & AuditIndependenceEnforcementstandards | capacity | political will | compliance
  • Version 7 section• brief discussionVersion 7 section+ Public Finances- Transparency- Accountability= Corruption
  • Version 7 section• brief discussionVersion 7 sectionLessons Learned• GRP Technology improves governance• Hard to see success with good PFM processeswithout a GRP• Significant improvements in governance requiresinstitutional changes
  • Version 7 section• brief discussionAgenda• Story behind “FreeBalance”• Lessons in: ICT-enabled good governance• Lessons in: PFM reform sequencing• Lessons in: FMIS delivery and sustainability• Conclusion
  • Version 7 section• brief discussionWhat Works in Technology-Enabled Public Financial Management?An On-Going DebateTechnicalReformsDifficultTechnicalReforms EasyTechnicalReformsEffectiveTechnicalReformsIneffectiveUse PFM BestPracticesUse CountryContextIt’s notabouttechnologyIt’s all abouttechnologyGoodPracticesappliedtechnologyappliedpractice
  • Version 7 section• brief discussionGovernance Formula?
  • Version 7 section• brief discussionNot “prescriptive”
  • Version 7 section• brief discussionEvaluation MethodsEvaluation Method Scope Back-Office Technology Front-Office TechnologyPublic Expenditure and Financial Accountability(PEFA)Comprehensive PFMassessmentNo technology guidance although PEFA assessments attribute someachievements to the use of technologyCommonwealth Public Financial ManagementSelf-Assessment Toolkit (CPFM-SAT)Comprehensive PFMassessmentA3: Use of IFMISB2: Use of Debt ManagementsoftwareNo technology guidance for publishinginformationThe Chartered Institute of Public Finance &Accountancy (CIPFA) Whole Systems ApproachComprehensive PFMassessmentO7: Financial managementinformation systemsRevenue Watch Institute IndexExtractive IndustriestransparencyParis Declaration and Accra Agenda for Action Aid effectivenessUse of country systems for PFM and procurement does not specify use oftechnologyInternational Budget Partnership Open BudgetIndex (OBI)Budget preparation andreporting transparencyInternet publishing of budget documentsgains higher rating for many categoriesGartner Group Open Government MaturityModelOpen governmentProvides open government technologyinsightInstitute for Electronic Government e-Democracy ModelE-Democracy Use of e-mail systemsUse of web technologyAndersen & Henriksen E-Government Maturity E-GovernmentLayne and Lee Framework of E-Government E-GovernmentHorizontal and vertical integrationwithin governmentWorld Bank World Governance IndicatorsMeta collection of 3rd partyindicatorsNo technology guidanceGlobal Integrity ReportGovernance and anti-corruption
  • Version 7 section• brief discussionWhat’s changed?101011001110010101001010101
  • Version 7 section• brief discussionCountry PFM Context
  • Version 7 section• brief discussionGovernment Performance ManagementData from Government OperationsExpenditures RevenueBudgetformulationBudgetexecutionHumanTreasury ResourcesData from Government OperationsGovernment Performance ManagementPFM Domain
  • Version 7 section• brief discussionCountryResearchGovernanceValuationSolutionBlueprintImplementationProjectGovernanceProductDevelopmentGovernmentResearch &EngagementCustomerSustainabilityFreeBalance i3+qM MethodologyAligning Customer Needs with Product, Service and Sustainability OfferingSteeringCommitteesSWAT Teams
  • Version 7 section• brief discussionCalculates?TechnologyPrioritiesPFMPrioritiesCountryConditions
  • Version 7 section• brief discussionAnchorTechnologyPrioritiesPFMPrioritiesCountryConditionsBenchmarkPriorityGapsSequencing
  • Version 7 section• brief discussionSequencedTechnologyPrioritiesPFMPrioritiesCountryConditionsBenchmarkPriorityGapsSequencingcapacity
  • Version 7 section• brief discussionVersion 7 sectionLessons Learned• PFM reform sequencing as much a science as anart• Holistic approaches that consider technology,capacity, lessons in peer countries andmethodology increases success
  • Version 7 section• brief discussionAgenda• Story behind “FreeBalance”• Lessons in: ICT-enabled good governance• Lessons in: PFM reform sequencing• Lessons in: FMIS delivery and sustainability• Conclusion
  • Version 7 section• brief discussion58Risk of Project Failure Higher in GovernmentIncludes ICT Project Risks + mostERP risksComplex legal reformNeed for continuous reformCovers more “lines of business”than private sector enterprisesNeed to rationalize needs ofpoliticians, public servants and civilsocietyGovernment Resource PlanningIncludes all ICT Project RisksHigh customization requiredto achieve benefitsOften requires businessprocess re-engineeringHighly complex project coversmultiple organizational silosProjects often delivered lateHigh maintenance costs,especially upgrades leads tohigh Total Cost of Ownership(TCO)EnterpriseResource PlanningMany ICT projects fail todeliver on expectationsHigh maintenance costs tokeep “lights on”Complex ICT projects havehigher failure rates thanmodest projectsMove to Cloud computing areaction by customersagainst high ICT costsICT Projects
  • Version 7 section• brief discussionCOTS dilemmaMIDDLEWAREDEVELOPMENT ENVIRONMENTREUSABLE CODECONFIGURATIONAPPLICATIONNEEDSgovernancecustomization‘enterprise’costsproprietary
  • Version 7 section• brief discussion0%10%20%30%40%50%60%70%80%90%100%Failure Unsuccessful SuccessReported Enterprise Resource Planning Success RatesMultiple Studies, Multiple Methods, All Industries42%34%24%SuccessfulUnsuccessful but notfailureFailureLow, Average and High ratings from ERPstudies indicating Failure, unsuccessful(including Failure) and SuccessCalculated Average ERP Success,Unsuccessful but not Failure and Failure
  • Version 7 section• brief discussion1176114730 2200246810121416FreeBalance Oracle SAP EpicorFailureProblemsSuccessfulFailure = Abandoned or > 10 Years to ImplementProblems = Reported issues, incomplete implementations, lateSuccess = No exceptionally reported problemsGovernment Resource Planning Success in Developing CountriesNational Government Level ImplementationsTier1 ERP Tier1 ERP Tier2 ERP
  • Version 7 section• brief discussion0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%450.00%500.00%ERP PriceFreeBalanceERP 5 Year TCO compared to FreeBalanceGovernment Quotations from 2006-2012
  • Version 7 section• brief discussion0%10%20%30%40%50%60%1. Upgrade & Optimize2. Adapt Processes3. New Apps4. Process Automate5. Process Decisions6. Decisions in Apps7. Other Barriers to SuccessTime ConsumingEnterprise Software Barriers to Success & Time Consuming TasksInformation Week 2012 Enterprise Applications Survey1. Changing,upgrading or optimizing existingapplications2. Changingor adapting processes as businessrequirements change3. Implementing new applications4. Automating or integrating business processes5. Developing or improving decision-supportcapabilities for processes6. Developing or improving decision-supportcapabilities within apps7. Other
  • Version 7 section• brief discussion‘featuritis’6464
  • Version 7 section• brief discussionVersion 7 section• Conflict between customized vs. genericsolutions• More vertical capabilities creates larger footprint• Government focus reduces:– Customization– Technical footprint– Time to implementationProduct Design and Sustainability
  • Version 7 section• brief discussionVersion 7 sectionHuman Capacity• Adaptable help• Single file translation• Methodology• CIPFA partnerships• Evans partnership
  • Version 7 section• brief discussionVersion 7 section• Configuration options– Parameters– Business Rules– Workflow• Progressive Activation• New “Custom Domain”capabilitiesFreeBalance Model
  • Version 7 section• brief discussionFreeBalance AccountabilitySuiteCountry Specific Functionality(CFG) Configuration(CFCB) Chart of Accounts Builder(CFCD) Custom Domains(CFPR) Parameters(CFWF) WorkflowFreeBalanceAccountability SuiteConfiguration andMetadata Management
  • Version 7 section• brief discussionProgressive Activation6969Modules Modernization DecentralizationFinancialsTreasuryRevenueDebtBudgetingPurchasingPayrollAssetsInventoryHRMoFLine MinistriesRegions & StatesTreasuriesDevolutionCommissionsGov’t BusinessesMunicipalitiesCash-basedCash ManagementModified CashBudgetary ControlsMTEFAggregate ControlsModified AccrualCivil Service ReformPerformance MgmtAccrual
  • Version 7 section• brief discussionGovernmentFunctionsHibernateSpring TrinidadEclipseGovernmentApplicationsGovernmentEntitiesFramework Java EEInfrastructureFreeBalance Web Architecture
  • Version 7 section• brief discussionFirstGeneration“ERP Era” to2007StrategicInflectionPoint 2007-2010SecondGeneration“GRP Era”2010+
  • Version 7 section• brief discussionbroken software model?
  • Version 7 section• brief discussion73ProductManagementSales &MarketingUserTrainerConsultantCustomerSupportProductDevelopmentProduct often designedwith different customersin mindProduct developershave no expertise ingovernment financialsSalespeople want to sellto every possiblemarket.Consultants helpcustomers to customizecode.Government needsmay not go intoupgradesConsulting firmsgenerate revenue fromcustomization.Government is one ofmany “verticals”Typical Approach by Enterprise Software Vendors tothe Government Market
  • Version 7 section• brief discussionProduct ManagementCustomer SupportProduct DevelopmentConsultantUserAll problems & featurerequests are tracked –management dashboardVendor consultants bringexperience to writespecifications.Developers visit customersand are part of “SWAT”teams.Steering Committee setsproduct direction.Customers interact with Vendor staffand other customers on collaborativeweb applicationCustomers visited atleast once every year.Local in-countrysupport pass onneeds.Government Resource Planning and the CustomerCentric Approach
  • Version 7 section• brief discussionVersion 7 sectionLessons Learned• Software design matters: risk of failure & cost isproportional to distance• Separate product development andimplementation firms increases risks of failure• African governments require vendorcommitment and better project governancestructures
  • Version 7 section• brief discussionAgenda• Story behind “FreeBalance”• Lessons in: ICT-enabled good governance• Lessons in: PFM reform sequencing• Lessons in: FMIS delivery and sustainability• Conclusion
  • Version 7 section• brief discussion.943.286low medium high very highCanada.908Antigua.764Mongolia.653Liberia.329Timor-Leste.495| | |Selection of FreeBalance Customers, National Level GRP Implementationsfrom low to very high Human Development Index
  • Version 7 section• brief discussionCustomerExperienceMarketResearch &EventsParticipationCustomer-CentricProductGovernanceFreeBalanceGovernanceFrameworkFreeBalanceGovernanceValuation1. Engage the PFM Community• Similarity insimilarcircumstances• Enhancementrequests fromgovernments• Deep research inpublic financialmanagement• Engagement withlarger PFMcommunity at events• Customers drive theFreeBalanceproduct roadmap atthe FreeBalanceInternationalSteering Committee• Framework linksGovernmentResource Planning(GRP) to positivegovernanceoutcomes• Methodologyprovides PFMreform andGRPsequencingblueprints
  • Version 7 section• brief discussionGovernmentFunctionsHibernateSpring TrinidadEclipseGovernmentApplicationsGovernmentEntitiesFramework Java EEInfrastructureFreeBalance Accountability Suite100% Web Technologyopen system runs on opensource and commercialmiddlewarereusable “business objects”leveraged as part of the Service-Oriented Architectureno client/server orlegacy code usedmultitierdesignseparatespresentation,businesslogic anddata layers
  • Version 7 section• brief discussion8080EconomyApproximate starting pointof current state and peacebuildingRelative progress by 2010Afghanistan 2001-02 SubstantialCambodia 1991-93 IntermediateCongo, Dem. Rep. 2001 LimitedKosovo 1999 SubstantialLiberia 2003 IntermediateSierra Leone 2002 SubstantialTajikistan 1997 LimitedWest Bank & Gaza 1993-2002 Intermediate
  • Version 7 section• brief discussionGovernmentPerformanceBudgetPlanningBudget BooksAdvancedSalaryManagementTreasuryManagementTransparencyPortalPerformanceManagementModern-izationAccrualAccountingAdvancedChart ofAccountsDe-centralizationFixed AssetsHumanResourcesProcurement2. Possible to LeapfrogExample FreeBalance Accountability Suite Implementations
  • Version 7 section• brief discussion
  • Version 7 section• brief discussionPublic PEFA PEFAAvgHDIAvgHDICategoryFreeBalanceCustomers2.47 0.482 Low*Countriesdo not useFreeBalance2.35 0.569 Medium3. GRP Can Improve AssessmentsOnly the Most Recent Public PEFA Assessment
  • Version 7 section• brief discussion4. Implementation Commitment
  • Version 7 section• brief discussion.943.286low medium high very highCanada.908Antigua.764Mongolia.653Liberia.329Timor-Leste.495| | |Selection of FreeBalance Customers, National Level GRP Implementationsfrom low to very high Human Development Index
  • Version 7 section• brief discussionProduct ManagementCustomer SupportProduct DevelopmentConsultantUserSuccess Requires Vendor Implementation & Long-Term Support Commitment
  • Version 7 section• brief discussionVisualized Governance Opportunity
  • Version 7 section• brief discussionGovernment Objectives Alignment1. Build Capacity2. Improve BudgetExecution3. ImproveTransparency4. ImprovePerformanceNationalPrioritiesProgram1.Public safety & securityImproved civilservice capacity =improves ability toachieve objectivesExecuting onbudget plan =spending onobjectiveImproves stability Improvedperformance =improveseffectiveness ofgovernmentprograms2. Social protection &solidarity3. Addressing needs ofyouthDemonstratesimprovement4. Employment & Incomegeneration5. Improving socialservice deliveryKey deliverable6. Clean & efficientgovernmentKey deliverableReformingManagementof the State1. Civil Service Key deliverableImprovesaccountability,reduces corruptionKey deliverable2. Administrativeorganisation of theterritoryKey deliverable3. Public finances Key deliverable4. Fighting corruption Key deliverable
  • Version 7 section• brief discussionPerformance SchedulePrivatesectorChangeManage-mentprogramRevenueIntegrationPurchasing &Procuremente-ProcurementOpenDataParticpatoryBudgetingPublicBudgetTransparencyAuditSocial MediaPlanningFinancialDashboardsProgramBudgetingSector Dashboards Balanced ScorecardPeopleHumanResourcesConsolidationCapacity Building &TrainingPerformanceAppraisalTalent &SuccessionE-RecruitmentEmployee Self-ServiceFoundationHybriddeploymentImproved ControlsEliminate ManualFunctionsFull Web Upgrade Progressive Activation
  • Version 7 section• brief discussionGlobalPFMProviderCanadianCompanyGRPLeader100%GovernmentFocusISO-9001/2008CoversBudgetCycleModernWebTechnologyHighSuccessRateMore:www.freebalance.com/blog