Lessons Learned on the Public Financial Management Front LInes

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Lessons Learned on the Public Financial Management Front LInes

  1. 1. Version 7 section• brief discussionLesson Learned on the PublicFinancial Management Front LinesConfederation of Asian and Pacific AccountantsMay 24, 2013
  2. 2. 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
  3. 3. Version 7 section• brief discussionfor public financial management supportreform and modernization to improvegovernance, transparency and accountability.FreeBalance solutions
  4. 4. Version 7 section• brief discussion1984“free balance”+ Budget- Commitments- Obligations- Actuals= Free Balance
  5. 5. Version 7 section• brief discussion1984+Ottawa: Parliament Hill
  6. 6. 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)
  7. 7. Version 7 section• brief discussionHow is GRP Unique?1994+Budget CentricCommitmentAccountingModernization& ReformComplexPerformanceNot ERP
  8. 8. Version 7 section• brief discussion1994+differentorganizationalconfigurationsMULTIPLECONTROLSaggregatedetailedMULTIPLECONTROLLEVELSconfiguredCONTROLSbudgetappropriationstransferscommitmentsobligationsreceivingexpendituresCOMMITMENT CYCLEsegregation ofduties & workflowmonthlyPERIODyearlyTOLERANCELEVELSflexiblestrictFinancial Controls
  9. 9. Version 7 section• brief discussion1998Nunavut
  10. 10. Version 7 section• brief discussion1999Kosovo
  11. 11. Version 7 section• brief discussionquickestimplementation26 daysaveragefirst phase8 monthsRapid Implementation2000+
  12. 12. Version 7 section• brief discussion2006FreeBalance Public FinancialManagement Component MapFreeBalance Public Financial Management Component MapComprehensive and ExtensibleProduct Suite for Government
  13. 13. 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
  14. 14. 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
  15. 15. Version 7 section• brief discussionFreeBalance Offices and Regional Support CentrestodayVientiane• services & support• sales, business development & marketing• product management & development• corporate servicesDiliUlaanbaatarBishkekOttawaGuatemala CityWashingtonSt. JohnsLisbonMonroviaFreetownKampalaPristinaRamallahKolkataKabulBangaloreParamaribo
  16. 16. Version 7 section• brief discussionGlobalPFMProviderCanadianCompanyGRPLeader100%GovernmentFocusISO-9001/2008CoversBudgetCycleModernWebTechnologyHighSuccessRateCompany Summarytoday
  17. 17. 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
  18. 18. Version 7 section• brief discussionVersion 7 section• Multiple Definitions• Tinged with Ideology• Multi-variant and Complex• Measurement Difficulties• Yet Governance Measures CriticalGood Governance
  19. 19. Version 7 section• brief discussionVersion 7 section1919
  20. 20. Version 7 section• brief discussionAbout $37B offoreign aidannually isphantom aid
  21. 21. Version 7 section• brief discussionTax evasionthrough untaxedshadow economy= 17% of worldeconomy, wellover $2.5T
  22. 22. Version 7 section• brief discussionForeign DirectInvestment toDevelopingCountries at$684B
  23. 23. Version 7 section• brief discussionTotalworldwideremittances todevelopingcountriesexceed $534B
  24. 24. Version 7 section• brief discussionTax Revenueranges from1.4% of GDPin UAE toalmost half inBelgium,Sweden andDenmark
  25. 25. 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
  26. 26. Version 7 section• brief discussionGood Governance Mind Map v.1.0
  27. 27. 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
  28. 28. Version 7 section• brief discussionConsider a Scenario
  29. 29. Version 7 section• brief discussionTotal AnnualGovernmentProcurementis estimatedat $9.5T
  30. 30. Version 7 section• brief discussionDevelopingCountries lose anestimated $20B to$40B annuallybecause ofcorruption
  31. 31. 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
  32. 32. 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
  33. 33. 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
  34. 34. Version 7 section• brief discussionIT ControlsICT Vulnerability TechniqueDatabaseDataIntegrityObfuscationEncryptionBiometricsVPNSecurityPolicySecurityAuditAuditTrailTransactionAuditsDB AbstractionNetworkSniffingUser IdentifyIntegrationInterfacesReports External TransparencyIntrusion Intrusion Detection
  35. 35. Version 7 section• brief discussionFreeBalance Public Financial Management Component MapComprehensive and ExtensibleProduct Suite for Government
  36. 36. Version 7 section• brief discussionGPM BCM PFM GTM GRM PEM CSMChart of AccountsBudgets& CommitmentsSegregation of dutiesSecure PaymentIntegrationReconciliationWorkflow & ProceduresApprovalsAccrualAsset Management
  37. 37. Version 7 section• brief discussionGovernance Enablers MatrixCharacteristicsCapacityPoliticalWillAccountingProceduresStandardsEfficiencyRiskManagementComplianceDecentralizationIndependenceInformalMechanismsAccesstoInformationTransparencyOutreachParticipationLegitimacyInstitutionsExecutiveLegislatureJudiciaryInternal & External AuditEnforcementOther Gov’t OversightPublic ServiceCivil Society & CitizensBusinessesElection CommissionPolitical PartiesDonors
  38. 38. 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
  39. 39. 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
  40. 40. Version 7 section• brief discussionGovernanceRatingGovEffectivePFM TransparencyimprovesenablesresultsperceptionbehaviourImpact of Public FinancialManagementImprovements onInternational GovernanceRatingsOpenness, Effectiveness,Service Delivery, Growth,Anti-Corruption
  41. 41. 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
  42. 42. Version 7 section• brief discussionVersion 7 section+ Public Finances- Transparency- Accountability= Corruption
  43. 43. 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
  44. 44. 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
  45. 45. 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
  46. 46. Version 7 section• brief discussionGovernance Formula?
  47. 47. Version 7 section• brief discussionNot “prescriptive”
  48. 48. 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
  49. 49. Version 7 section• brief discussionWhat’s changed?101011001110010101001010101
  50. 50. Version 7 section• brief discussionCountry PFM Context
  51. 51. Version 7 section• brief discussionGovernment Performance ManagementData from Government OperationsExpenditures RevenueBudgetformulationBudgetexecutionHumanTreasury ResourcesData from Government OperationsGovernment Performance ManagementPFM Domain
  52. 52. Version 7 section• brief discussionCountryResearchGovernanceValuationSolutionBlueprintImplementationProjectGovernanceProductDevelopmentGovernmentResearch &EngagementCustomerSustainabilityFreeBalance i3+qM MethodologyAligning Customer Needs with Product, Service and Sustainability OfferingSteeringCommitteesSWAT Teams
  53. 53. Version 7 section• brief discussionCalculates?TechnologyPrioritiesPFMPrioritiesCountryConditions
  54. 54. Version 7 section• brief discussionAnchorTechnologyPrioritiesPFMPrioritiesCountryConditionsBenchmarkPriorityGapsSequencing
  55. 55. Version 7 section• brief discussionSequencedTechnologyPrioritiesPFMPrioritiesCountryConditionsBenchmarkPriorityGapsSequencingcapacity
  56. 56. 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
  57. 57. 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
  58. 58. 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
  59. 59. Version 7 section• brief discussionCOTS dilemmaMIDDLEWAREDEVELOPMENT ENVIRONMENTREUSABLE CODECONFIGURATIONAPPLICATIONNEEDSgovernancecustomization‘enterprise’costsproprietary
  60. 60. 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
  61. 61. 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
  62. 62. 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
  63. 63. 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
  64. 64. Version 7 section• brief discussion‘featuritis’6464
  65. 65. 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
  66. 66. Version 7 section• brief discussionVersion 7 sectionHuman Capacity• Adaptable help• Single file translation• Methodology• CIPFA partnerships• Evans partnership
  67. 67. Version 7 section• brief discussionVersion 7 section• Configuration options– Parameters– Business Rules– Workflow• Progressive Activation• New “Custom Domain”capabilitiesFreeBalance Model
  68. 68. 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
  69. 69. Version 7 section• brief discussionProgressive Activation6969Modules Modernization DecentralizationFinancialsTreasuryRevenueDebtBudgetingPurchasingPayrollAssetsInventoryHRMoFLine MinistriesRegions & StatesTreasuriesDevolutionCommissionsGov’t BusinessesMunicipalitiesCash-basedCash ManagementModified CashBudgetary ControlsMTEFAggregate ControlsModified AccrualCivil Service ReformPerformance MgmtAccrual
  70. 70. Version 7 section• brief discussionGovernmentFunctionsHibernateSpring TrinidadEclipseGovernmentApplicationsGovernmentEntitiesFramework Java EEInfrastructureFreeBalance Web Architecture
  71. 71. Version 7 section• brief discussionFirstGeneration“ERP Era” to2007StrategicInflectionPoint 2007-2010SecondGeneration“GRP Era”2010+
  72. 72. Version 7 section• brief discussionbroken software model?
  73. 73. 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
  74. 74. 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
  75. 75. 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
  76. 76. 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
  77. 77. 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
  78. 78. 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
  79. 79. 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
  80. 80. 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
  81. 81. Version 7 section• brief discussionGovernmentPerformanceBudgetPlanningBudget BooksAdvancedSalaryManagementTreasuryManagementTransparencyPortalPerformanceManagementModern-izationAccrualAccountingAdvancedChart ofAccountsDe-centralizationFixed AssetsHumanResourcesProcurement2. Possible to LeapfrogExample FreeBalance Accountability Suite Implementations
  82. 82. Version 7 section• brief discussion
  83. 83. 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
  84. 84. Version 7 section• brief discussion4. Implementation Commitment
  85. 85. 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
  86. 86. Version 7 section• brief discussionProduct ManagementCustomer SupportProduct DevelopmentConsultantUserSuccess Requires Vendor Implementation & Long-Term Support Commitment
  87. 87. Version 7 section• brief discussionVisualized Governance Opportunity
  88. 88. 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
  89. 89. 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
  90. 90. Version 7 section• brief discussionGlobalPFMProviderCanadianCompanyGRPLeader100%GovernmentFocusISO-9001/2008CoversBudgetCycleModernWebTechnologyHighSuccessRateMore:www.freebalance.com/blog

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