overview of PFM and Government Resource Planning lessons including: methodologies to improve governance through technology and to properly sequence reform. Deals with the differences between ERP and GRP in the context of developing countries. Also the need to make implementations in developing country governments more sustainable.
Government Integrated Financial Management Information Systems: Past Present ...FreeBalance
looks at IFMIS trends including the problems experienced through custom developed software and the use of private sector Enterprise Resource Planning (ERP) software. Advocates the use of commercial software built specifically for government: Government Resource Planning (GRP) and shows how this can enable leapfrog transparency in Africa. Uses example of Timor-Leste
Presentation by Prof. Alexandra Watson, the College of Accounting, University of Cape Town, on integrated reporting and the evolution of the issue and practice in South Africa given at the International Federation of Accountants’ Council Seminar, A Fundamental Shift in Corporate Reporting.
Healthcare executives have felt the pressure to implement the EHR and achieve Meaningful Use Status.
In the rush to purchase and implement EHR solutions, executives are finding that the PMBOK and ITIL need to blend together in order to establish a reliable road-map to achieve and sustain the HITECH objectives.
Presentation by Andreas Bergmann, Chair IPSASB, at an Asian Development Bank Regional Workshop on Public Sector Accounting, in Jakarta, Indonesia, September 30, 2014
Government Integrated Financial Management Information Systems: Past Present ...FreeBalance
looks at IFMIS trends including the problems experienced through custom developed software and the use of private sector Enterprise Resource Planning (ERP) software. Advocates the use of commercial software built specifically for government: Government Resource Planning (GRP) and shows how this can enable leapfrog transparency in Africa. Uses example of Timor-Leste
Presentation by Prof. Alexandra Watson, the College of Accounting, University of Cape Town, on integrated reporting and the evolution of the issue and practice in South Africa given at the International Federation of Accountants’ Council Seminar, A Fundamental Shift in Corporate Reporting.
Healthcare executives have felt the pressure to implement the EHR and achieve Meaningful Use Status.
In the rush to purchase and implement EHR solutions, executives are finding that the PMBOK and ITIL need to blend together in order to establish a reliable road-map to achieve and sustain the HITECH objectives.
Presentation by Andreas Bergmann, Chair IPSASB, at an Asian Development Bank Regional Workshop on Public Sector Accounting, in Jakarta, Indonesia, September 30, 2014
Presentation by Guohua Huang, IPSASB Member, at an Asian Development Bank Regional Workshop on Public Sector Accounting, in Jakarta, Indonesia, September 30, 2014
Government accounting and financial reporting in Latin America: The state of ...OECD Governance
This presentation was made by Victoria Renée Narvaez Alonso, Chile & Svetlana Klimenko, World Bank, at the 15th Annual OECD Public Sector Accruals Symposium held in Paris on 26-27 February 2015.
alintra is an owner-run company which was set up in 2005. We manage property portfolios for institutions, and the core of this work is creating immediate transparency for banks, investors, insolvency practitioners, CMBS special servicers, and other bodies in need of our services. alintra’s approach involves more than just gathering data: understanding and correctly interpreting information allows us/’our clients’ to take measures to secure liquidity and permanently strengthen cash-flow structures.
In order for real estate items to return a profit, the people running them need to understand figures and be able to make a range of data sets comparable with one another. The crucial factor for successful property portfolio management is a sound understanding of the sector, and we have a proven track record of optimising data quality and processes in the real estate sector so as to produce a tangible increase in revenue.
Article Summary: IPSAS: Conceptual & Institutional Issues by James L. ChanAziza Zaldarriaga Sadain
This is an article summary of IPSAS: Conceptual & Institutional Issues by James L. Chan. It includes all the important points within the article. This was presented in Public Sector Accounting class in University of Malaya as a class presentation.
Are public financial management reforms yielding results in the Region? - Dun...OECD Governance
This presentation was made by Duncan Last, IMF, at the 12th Annual Meeting of OECD-CESEE Senior Budget Officials held in Ljubljana, Slovenia, on 28-29 June 2016
FreeBalance Public Financial Management Sustainability the Government Resourc...FreeBalance
Presentation made at the InterAmercian Development Bank workshop on Government Financial Management systems. Covers the problems encountered with custom-development in Latin America, ERP in government & how a new approach: Government Resource Planning needed
Presentation by Guohua Huang, IPSASB Member, at an Asian Development Bank Regional Workshop on Public Sector Accounting, in Jakarta, Indonesia, September 30, 2014
Government accounting and financial reporting in Latin America: The state of ...OECD Governance
This presentation was made by Victoria Renée Narvaez Alonso, Chile & Svetlana Klimenko, World Bank, at the 15th Annual OECD Public Sector Accruals Symposium held in Paris on 26-27 February 2015.
alintra is an owner-run company which was set up in 2005. We manage property portfolios for institutions, and the core of this work is creating immediate transparency for banks, investors, insolvency practitioners, CMBS special servicers, and other bodies in need of our services. alintra’s approach involves more than just gathering data: understanding and correctly interpreting information allows us/’our clients’ to take measures to secure liquidity and permanently strengthen cash-flow structures.
In order for real estate items to return a profit, the people running them need to understand figures and be able to make a range of data sets comparable with one another. The crucial factor for successful property portfolio management is a sound understanding of the sector, and we have a proven track record of optimising data quality and processes in the real estate sector so as to produce a tangible increase in revenue.
Article Summary: IPSAS: Conceptual & Institutional Issues by James L. ChanAziza Zaldarriaga Sadain
This is an article summary of IPSAS: Conceptual & Institutional Issues by James L. Chan. It includes all the important points within the article. This was presented in Public Sector Accounting class in University of Malaya as a class presentation.
Are public financial management reforms yielding results in the Region? - Dun...OECD Governance
This presentation was made by Duncan Last, IMF, at the 12th Annual Meeting of OECD-CESEE Senior Budget Officials held in Ljubljana, Slovenia, on 28-29 June 2016
FreeBalance Public Financial Management Sustainability the Government Resourc...FreeBalance
Presentation made at the InterAmercian Development Bank workshop on Government Financial Management systems. Covers the problems encountered with custom-development in Latin America, ERP in government & how a new approach: Government Resource Planning needed
Client Highlight- At Joint Commission: The Progression of a Planning & Foreca...Emtec Inc.
Solving immediate budgeting and forecasting process issues is quite daunting. Learn how one organization achieved budget, planning and forecasting excellence with a phased-in step by step process that lead to success throughout the entire organization.
Overview of the financial architecture in oracle e business suite release 12magnificsmily
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Oracle Apps Finance Functional R12 Online Training Course Details
Oracle Apps R12 Summary Course Content
Payables (AP)
Receivables (AR)
General Ledger (GL)
Fixed Assets (FA)
Cash Management (CE)
Multi Org Access Control (MOAC)
Sub Ledger Accounting (SLA)
R12 Detailed Course Content:
Basic Concepts of R12
Architectural Overview – System Administration
UI Navigation changes in R12 Vs 11i
Flex fields
Access and Controls
Functional overview of Products
Concepts of LE/OU/Chart of Accounts
Differences between R11 Vs 11i-sneek peek review
Creation of Users and assignment of Responsibilities
Profile Options and security controls
FWD50 Agile/ Lean Workshop Slides - November 1
Ottawa Ontario, Canada. Authors/Presenters: Dan MurphyGlenn Waters, Ellen Grove, Craig Szelestowski - Thanks Team
IT Financial Management Series - Part 1: Defining a Model to Effectively Run ...UMT
"This is the first part of the IT financial management series. In this webinar, Charlie Curcio, IT CFO shares his experience in defining what it means to Run the Business of IT.
On average companies spend 5% of the total operating budget on IT, increasing pressure on executives to reduce costs, communicate value and align IT investments with business priorities to drive a competitive advantage.
Today, many high performing IT organizations are adopting Integrated IT Portfolio Analysis (IIPA) best practices to effectively Run the Business of IT. Developing a holistic data model and financial framework is key to driving transparency across disparate IT domains and providing accurate and reliable metrics to enhance decision making."
presentation by International Consortium on Governmental Financial Management (ICGFM) President Manuel Pietra at East and South African Accountants General (ESAAG) meeting in Cape Town South Africa. Benefits include networking with PFM professionals, sharing lessons learned, 2 annual conferences, participating in global survey and publishing to journal
FreeBalance Government Customers on the Road to Improved GovernanceFreeBalance
Study comparing national governments running FreeBalance Government Resource Planning (GRP) for Public Financial Management (PFM) for governance outcomes such as government effectiveness and country growth with peer countries that are not running FreeBalance software
GRP & IT Vendor Governance in GovernmentFreeBalance
White Paper describes good practices in managing software IT manufacturers, particularly Enterprise Resource Planning (ERP) and Government Resource Planning (GRP) vendors to ensure higher success rates, lower failures. Manufacturers are set up at arms' length in large GRP projects.
Technology Leapfrog Opportunity for Africa Government & Central Bank GovernanceFreeBalance
Presentation given at the Africa Debt Capital Markets Summit 2013 in London http://www.ic-events.net/2013/adcm/ on the technology leapfrog governance opportunity for African governments and central banks. The majority of information systems used for treasury, payment, financial management and banking are proprietary and use closed systems. The use of open systems with modern technology enables integration to support improved decision-making and transparency. With less systems, African countries can leapfrog more developed countries to improve trust through accountability and improved effectiveness.
State of public financial management reform in developing countriesFreeBalance
Surveys and polls from the 27th Annual International Consortium on Governmental Financial Management on PFM reform, donor support, and financial management systems in use in development countries. Includes: analysis of Exploring the Limits of Institutional Reform by Matt Andrews and other observations.
Automating Good Governance through Government Resource Planning softwareFreeBalance
How can software help automate good governance? The FreeBalance framework describes the impact of financial management automation to improve governance and how systems enables institutional improvements.
Public Financial Management Good Practice Multiple Year Chart of AccountsFreeBalance
The Chart of Accounts is more complex in government than the private sector. The COA changes to reflect reform - accrual accounting, program budgeting, performance management, organizational changes etc.
This paper proposes a budget-centric and technology-focused framework to assess the government transparency and public financial maturity. Governments leverage technology to manage public finances and enable transparency. Most assessments of Public Financial Management (PFM) tend to be technology - neutral by providing little or no guidance about the use of Integrated Financial Management Information Systems (IFMIS), also known as Government Resource Planning (GRP). These assessments focus primarily on procedures and practices because no GRP can improve PFM quality when procedures or practices are ineffective.
The FreeBalance white paper describes how integration between donor and government financials systems reduces transaction costs and corruption through automation. This improves efficiency and effectiveness by data harmonization. The white paper also details how manual methods of integration compromises data quality and timeliness resulting in less coordination and less effective aid
Public financial-management-control-and-security-in-the-age-of-transparencyFreeBalance
This FreeBalance presentation discusses the top trends that affect security in government, including: Security Advantages of Open Source Middleware, Cloud Data Access Security, and Security Dimension Types. It also covers security trends and current implemented FreeBalance GRP solutions
The Islamic Republic of Afghanistan PFM Case Study covers the sequence of PFM reform from 2002 to the present day. PFM reform is critical to improving good governance. Good governance is critical to economic development. The Afghanistan Financial Management Information System (AFMIS) is based on the FreeBalance Accountability Suite. The AFMIS has supported the Government of Afghanistan agenda of reform and modernization. More than 99% of the government’s budget execution is captured in AFMIS on a real-time basis
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
UiPath Test Automation using UiPath Test Suite series, part 4
2013 05-07 Lessons Learned on the Public Financial Management Front LInes
1. Version 7 section
• brief discussion
Lesson Learned on the Public
Financial Management Front Lines
African Development Bank Group
May 7, 2013
2. Version 7 section
• brief discussion
Agenda
• Story behind “FreeBalance”
• Lessons in: ICT-enabled good governance
• Lessons in: PFM reform sequencing
• Lessons in: FMIS delivery and sustainability
• Conclusion
3. Version 7 section
• brief discussion
for public financial management support
reform and modernization to improve
governance, transparency and accountability.
FreeBalance solutions
11. Version 7 section
• brief discussion
quickest
implementation
26 days
average
first phase
8 months
Rapid Implementation
2000+
12. Version 7 section
• brief discussion
2006
FreeBalance Public Financial
Management Component Map
FreeBalance Public Financial Management Component Map
Comprehensive and Extensible
Product Suite for Government
13. Version 7 section
• brief discussion
today
Countries Penetrated 21
Time Zones 15
World wide Software Installations Over 200
Users Over 60,000
Civil Servants Almost 1.5 Million
Handling annual budgets of > $¼ Trillion
Global Impact
14. Version 7 section
• brief discussion
today
Developed
Countries
Developing Countries Post Conflict
National
Uganda,
Guyana,
Antigua,
Suriname,
Lao PDR
Mongolia,
Kyrgyzstan
Timor-
Leste, Iraq
Afghanistan,
Kosovo,
Sierra Leone,
Liberia, South
SudanDepartmental
Canada
• 28 Financials
• 42 Budget
USA
• 10 Financials
• 1 Budget
Panama,
Jamaica,
Pakistan
Sub-National Nunavut
Palestine
Project Namibia
Global Impact
15. Version 7 section
• brief discussion
FreeBalance Offices and Regional Support Centres
today
Vientiane
• services & support
• sales, business development & marketing
• product management & development
• corporate services
Dili
Ulaanbaatar
BishkekOttawa
Guatemala City
Washington
St. Johns
Lisbon
Monrovia
Freetown
Kampala
Pristina
Ramallah
Kolkata
Kabul
Bangalore
Paramaribo
16. Version 7 section
• brief discussion
Global
PFM
Provider
Canadian
Company
GRP
Leader
100%
Government
Focus
ISO-
9001/2008
Covers
Budget
Cycle
Modern
Web
Technology
High
Success
Rate
Company Summary
today
17. Version 7 section
• brief discussion
Agenda
• Story behind “FreeBalance”
• Lessons in: ICT-enabled good governance
• Lessons in: PFM reform sequencing
• Lessons in: FMIS delivery and sustainability
• Conclusion
18. Version 7 section
• brief discussion
Version 7 section
• Multiple Definitions
• Tinged with Ideology
• Multi-variant and Complex
• Measurement Difficulties
• Yet Governance Measures Critical
Good Governance
20. Version 7 section
• brief discussion
About $37B of
foreign aid
annually is
phantom aid
21. Version 7 section
• brief discussion
Tax evasion
through untaxed
shadow economy
= 17% of world
economy, well
over $2.5T
22. Version 7 section
• brief discussion
Foreign Direct
Investment to
Developing
Countries at
$684B
23. Version 7 section
• brief discussion
Total
worldwide
remittances to
developing
countries
exceed $534B
24. Version 7 section
• brief discussion
Tax Revenue
ranges from
1.4% of GDP
in UAE to
almost half in
Belgium,
Sweden and
Denmark
25. Version 7 section
• brief discussion
What Works in Technology-Enabled Public Financial Management?
An On-Going Debate
Technical
Reforms
Difficult
Technical
Reforms Easy
Technical
Reforms
Effective
Technical
Reforms
Ineffective
Use PFM Best
Practices
Use Country
Context
It’s not
about
technology
It’s all about
technology
Good
Practices
applied
technology
applied
practice
27. Version 7 section
• brief discussion
Governance Linkages
1. back office GRP software provides
2. a set of Governance tools
3. whose effectiveness in improving
governance is determined by
institutional maturity
4. and can be seen
5. measured
6. shown to improve country outcomes
33. Version 7 section
• brief discussion
ICT Platform
•1. Secure
Infrastructure
•2.User Group
Controls
Government
Performance
•3. Budget
Preparation
Core Public
Financials
•4. Commitment
Accounting
Public Expenditure
Management
•5. Procurement
•6. E-
Procurement
•7. Payment
Management
Government
Performance
•8. Audit
Chart of
Accounts
Dashboards
Alerts
Procedure
Workflow
Integration
Segregation of
Duties
ICT Platform
•1. Secure
Infrastructure
•2.User Group
Controls
Government
Performance
•3. Budget
Preparation
Core Public
Financials
•4. Commitment
Accounting
Public Expenditure
Management
•5. Procurement
•6. E-
Procurement
•7. Payment
Management
Government
Performance
•8. Audit
•Data integrity
•Encryption
•IT security
•User
management
•Budget &
Commitment
Controls
•Planning
•Historical data
•E-
Procurement
front office
•Secure
payments
•Audit trail
34. Version 7 section
• brief discussion
IT Controls
ICT Vulnerability Technique
Database
DataIntegrity
Obfuscation
Encryption
Biometrics
VPN
SecurityPolicy
SecurityAudit
AuditTrail
Transaction
Audits
DB Abstraction
Network
Sniffing
User Identify
IntegrationInterfaces
Reports External Transparency
Intrusion Intrusion Detection
35. Version 7 section
• brief discussion
FreeBalance Public Financial Management Component Map
Comprehensive and Extensible
Product Suite for Government
37. Version 7 section
• brief discussion
Governance Enablers Matrix
Characteristics
Capacity
PoliticalWill
Accounting
Procedures
Standards
Efficiency
Risk
Management
Compliance
Decentralization
Independence
Informal
Mechanisms
Accessto
Information
Transparency
Outreach
Participation
Legitimacy
Institutions
Executive
Legislature
Judiciary
Internal & External Audit
Enforcement
Other Gov’t Oversight
Public Service
Civil Society & Citizens
Businesses
Election Commission
Political Parties
Donors
38. Version 7 section
• brief discussion
ICT Platform
•1. Secure
Infrastructure
•2.User Group
Controls
Government
Performance
•3. Budget
Preparation
Core Public
Financials
•4. Commitment
Accounting
Public Expenditure
Management
•5. Procurement
•6. E-
Procurement
•7. Payment
Management
Government
Performance
•8. Audit
Chart of
Accounts
Dashboards
Alerts
Procedure
Workflow
Integration
Segregation of
Duties
ICT Platform
•1. Secure
Infrastructure
•2.User Group
Controls
Government
Performance
•3. Budget
Preparation
Core Public
Financials
•4. Commitment
Accounting
Public Expenditure
Management
•5. Procurement
•6. E-
Procurement
•7. Payment
Management
Government
Performance
•8. Audit
•Data integrity
•Encryption
•IT security
•User
management
•Budget &
Commitment
Controls
•Planning
•Historical data
•E-
Procurement
front office
•Secure
payments
•Audit trail
Political WillCapacity
Standards Compliance
Accounting
Procedures
Transparency
Civil Society
Internal Audit
External Audit
Independence
Enforcement
39. Version 7 section
• brief discussion
PEFA to PFM Component Map
Core Public Financials
& Budget Controls
Expenditure
Management
Receipts
Management
Treasury
Management
Civil Service
Management
Performance
Management
A. PFM-OUT-TURNS:
Credibility of the
budget
Budget Controls
Expenditure
Controls &
Forecasting
Revenue
Forecasting
Cash and Liquidity
Forecasting
Wage Bill
Forecasting
Budget Planning
Processes
B. KEY CROSS-
CUTTING ISSUES:
Comprehensiveness
and Transparency
Budget Classifications
Budget Transparency E-Procurement
Revenue
Transparency
E-Recruitment,
Wage & Expense
Disclosure
Results Portal
C(i) Policy-Based
Budgeting
Talent
Management
Budget Planning
Processes &
Performance
Management
C(ii) Predictability and
Control in Budget
Execution
Non-Salary Controls
Expenditure
Controls &
Forecasting,
Procurement
Value for Money
Taxpayer
Obligations & Tax
Collection
Cash and Bank
Controls
Payroll Controls
Audit trails &
Computer Aided
Audit Tools
C(iii) Accounting,
Recording and
Reporting
Timeliness and Completeness of Statements and Reports, Support for International Public Sector Standards
Quality of
Reports
C(iv) External Scrutiny
and Audit
Audit trails &
Computer Aided
Audit Tools
40. Version 7 section
• brief discussion
Governance
Rating
Gov
Effective
PFM Transparency
improves
enables
results
perception
behaviour
Impact of Public Financial
Management
Improvements on
International Governance
Ratings
Openness, Effectiveness,
Service Delivery, Growth,
Anti-Corruption
41. Version 7 section
• brief discussion
GRP Anti-Corruption Hospital Procurement Scenario
Government Resource Planning Software Governance Toolset
Governance
Enablers
Governance Signs
Governance
Indicators
Governance
Outcomes
chart of accounts | segregation of duties |integration | workflow & procedures | alerts & dashboards
ICT Platform
1. Secure
Infrastructure
Data Integrity
Improved Health
Outcomes
Child Health
CIESIN/YCELP
Reduce Child
Mortality MDG
Immunization
Rates WHO/UNICEF
Reduce Maternal
Mortality MDG
Universal Access
to Reproductive
Health MDG
Encryption
IT Security
2.User Group
Controls
User management
Government
Performance Mgmt
3. Budget Planning
Planning PEFA C3:
Accounting,
Recording,
Reporting
Historical data
Core Public
Financials
4.Commitment
Accounting Budget &
Commitment
Controls
Accounting
Procedures
PEFA C2:
Predictability &
Control in Budget
Execution
Public Expenditure
Mgmt
5. Procurement
6. E-Procurement
E-Procurement
front office
Transparency
PEFA B:
Transparency
WGI Control of
Corruption
World Bank Doing
Business IndexTI Corruption
PerceptionCivil Society
Procurement Graft
incidents7. Payment Secure payments
Increase in Foreign
Direct Investment
Government
Performance Mgmt
8. Audit Audit trail
Internal & External
Audit
PEFA C4: External
Scrutiny & AuditIndependence
Enforcement
standards | capacity | political will | compliance
42. Version 7 section
• brief discussion
Version 7 section
+ Public Finances
- Transparency
- Accountability
= Corruption
43. Version 7 section
• brief discussion
Version 7 sectionLessons Learned
• GRP Technology improves governance
• Hard to see success with good PFM processes
without a GRP
• Significant improvements in governance requires
institutional changes
44. Version 7 section
• brief discussion
Agenda
• Story behind “FreeBalance”
• Lessons in: ICT-enabled good governance
• Lessons in: PFM reform sequencing
• Lessons in: FMIS delivery and sustainability
• Conclusion
45. Version 7 section
• brief discussion
What Works in Technology-Enabled Public Financial Management?
An On-Going Debate
Technical
Reforms
Difficult
Technical
Reforms Easy
Technical
Reforms
Effective
Technical
Reforms
Ineffective
Use PFM Best
Practices
Use Country
Context
It’s not
about
technology
It’s all about
technology
Good
Practices
applied
technology
applied
practice
48. Version 7 section
• brief discussion
Evaluation Methods
Evaluation Method Scope Back-Office Technology Front-Office Technology
Public Expenditure and Financial Accountability
(PEFA)
Comprehensive PFM
assessment
No technology guidance although PEFA assessments attribute some
achievements to the use of technology
Commonwealth Public Financial Management
Self-Assessment Toolkit (CPFM-SAT)
Comprehensive PFM
assessment
A3: Use of IFMIS
B2: Use of Debt Management
software
No technology guidance for publishing
information
The Chartered Institute of Public Finance &
Accountancy (CIPFA) Whole Systems Approach
Comprehensive PFM
assessment
O7: Financial management
information systems
Revenue Watch Institute Index
Extractive Industries
transparency
Paris Declaration and Accra Agenda for Action Aid effectiveness
Use of country systems for PFM and procurement does not specify use of
technology
International Budget Partnership Open Budget
Index (OBI)
Budget preparation and
reporting transparency
Internet publishing of budget documents
gains higher rating for many categories
Gartner Group Open Government Maturity
Model
Open government
Provides open government technology
insight
Institute for Electronic Government e-
Democracy Model
E-Democracy Use of e-mail systems
Use of web technologyAndersen & Henriksen E-Government Maturity E-Government
Layne and Lee Framework of E-Government E-Government
Horizontal and vertical integration
within government
World Bank World Governance Indicators
Meta collection of 3rd party
indicators
No technology guidance
Global Integrity Report
Governance and anti-
corruption
49. Version 7 section
• brief discussion
What’s changed?
101011001110010101001010101
51. Version 7 section
• brief discussion
Government Performance Management
Data from Government Operations
Expenditures Revenue
Budget
formulation
Budget
execution
Human
Treasury Resources
Data from Government Operations
Government Performance Management
PFM Domain
52. Version 7 section
• brief discussion
Country
Research
Governance
Valuation
Solution
Blueprint
Implementation
Project
Governance
Product
Development
Government
Research &
Engagement
Customer
Sustainability
FreeBalance i3+qM Methodology
Aligning Customer Needs with Product, Service and Sustainability Offering
Steering
Committees
SWAT Teams
53. Version 7 section
• brief discussion
Calculates?
Technology
Priorities
PFM
Priorities
Country
Conditions
54. Version 7 section
• brief discussion
Anchor
Technology
Priorities
PFM
Priorities
Country
Conditions
Benchmark
Priority
Gaps
Sequencing
55. Version 7 section
• brief discussion
Sequenced
Technology
Priorities
PFM
Priorities
Country
Conditions
Benchmark
Priority
Gaps
Sequencing
capacity
56. Version 7 section
• brief discussion
Version 7 sectionLessons Learned
• PFM reform sequencing as much a science as an
art
• Holistic approaches that consider technology,
capacity, lessons in peer countries and
methodology increases success
57. Version 7 section
• brief discussion
Agenda
• Story behind “FreeBalance”
• Lessons in: ICT-enabled good governance
• Lessons in: PFM reform sequencing
• Lessons in: FMIS delivery and sustainability
• Conclusion
58. Version 7 section
• brief discussion
58
Risk of Project Failure Higher in Government
Includes ICT Project Risks + most
ERP risks
Complex legal reform
Need for continuous reform
Covers more “lines of business”
than private sector enterprises
Need to rationalize needs of
politicians, public servants and civil
society
Government Resource Planning
Includes all ICT Project Risks
High customization required
to achieve benefits
Often requires business
process re-engineering
Highly complex project covers
multiple organizational silos
Projects often delivered late
High maintenance costs,
especially upgrades leads to
high Total Cost of Ownership
(TCO)
EnterpriseResource Planning
Many ICT projects fail to
deliver on expectations
High maintenance costs to
keep “lights on”
Complex ICT projects have
higher failure rates than
modest projects
Move to Cloud computing a
reaction by customers
against high ICT costs
ICT Projects
60. Version 7 section
• brief discussion
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Failure Unsuccessful Success
Reported Enterprise Resource Planning Success Rates
Multiple Studies, Multiple Methods, All Industries
42%
34%
24%
Successful
Unsuccessful but not
failure
Failure
Low, Average and High ratings from ERP
studies indicating Failure, unsuccessful
(including Failure) and Success
Calculated Average ERP Success,
Unsuccessful but not Failure and Failure
61. Version 7 section
• brief discussion
11
7
6
1
1
4
7
3
0 2
2
0
0
2
4
6
8
10
12
14
16
FreeBalance Oracle SAP Epicor
Failure
Problems
Successful
Failure = Abandoned or > 10 Years to Implement
Problems = Reported issues, incomplete implementations, late
Success = No exceptionally reported problems
Government Resource Planning Success in Developing Countries
National Government Level Implementations
Tier1 ERP Tier1 ERP Tier2 ERP
62. Version 7 section
• brief discussion
0.00%
50.00%
100.00%
150.00%
200.00%
250.00%
300.00%
350.00%
400.00%
450.00%
500.00%
ERP Price
FreeBalance
ERP 5 Year TCO compared to FreeBalance
Government Quotations from 2006-2012
63. Version 7 section
• brief discussion
0%
10%
20%
30%
40%
50%
60%
1. Upgrade & Optimize
2. Adapt Processes
3. New Apps
4. Process Automate5. Process Decisions
6. Decisions in Apps
7. Other Barriers to Success
Time Consuming
Enterprise Software Barriers to Success & Time Consuming Tasks
Information Week 2012 Enterprise Applications Survey
1. Changing,upgrading or optimizing existing
applications
2. Changingor adapting processes as business
requirements change
3. Implementing new applications
4. Automating or integrating business processes
5. Developing or improving decision-support
capabilities for processes
6. Developing or improving decision-support
capabilities within apps
7. Other
65. Version 7 section
• brief discussion
Version 7 section
• Conflict between customized vs. generic
solutions
• More vertical capabilities creates larger footprint
• Government focus reduces:
– Customization
– Technical footprint
– Time to implementation
Product Design and Sustainability
66. Version 7 section
• brief discussion
Version 7 sectionHuman Capacity
• Adaptable help
• Single file translation
• Methodology
• CIPFA partnerships
• Evans partnership
67. Version 7 section
• brief discussion
Version 7 section• Configuration options
– Parameters
– Business Rules
– Workflow
• Progressive Activation
• New “Custom Domain”
capabilities
FreeBalance Model
68. Version 7 section
• brief discussionFreeBalance AccountabilitySuite
Country Specific Functionality
(CFG) Configuration
(CFCB) Chart of Accounts Builder
(CFCD) Custom Domains
(CFPR) Parameters
(CFWF) Workflow
FreeBalance
Accountability Suite
Configuration and
Metadata Management
70. Version 7 section
• brief discussion
Government
Functions
HibernateSpring TrinidadEclipse
Government
Applications
Government
Entities
Framework Java EE
Infrastructure
FreeBalance Web Architecture
71. Version 7 section
• brief discussion
First
Generation
“ERP Era” to
2007
Strategic
Inflection
Point 2007-
2010
Second
Generation
“GRP Era”
2010+
73. Version 7 section
• brief discussion
73
Product
Management
Sales &
Marketing
User
Trainer
Consultant
Customer
Support
Product
Development
Product often designed
with different customers
in mind
Product developers
have no expertise in
government financials
Salespeople want to sell
to every possible
market.
Consultants help
customers to customize
code.
Government needs
may not go into
upgrades
Consulting firms
generate revenue from
customization.
Government is one of
many “verticals”
Typical Approach by Enterprise Software Vendors to
the Government Market
74. Version 7 section
• brief discussion
Product Management
Customer Support
Product Development
Consultant
User
All problems & feature
requests are tracked –
management dashboard
Vendor consultants bring
experience to write
specifications.
Developers visit customers
and are part of “SWAT”
teams.
Steering Committee sets
product direction.
Customers interact with Vendor staff
and other customers on collaborative
web application
Customers visited at
least once every year.
Local in-country
support pass on
needs.
Government Resource Planning and the Customer
Centric Approach
75. Version 7 section
• brief discussion
Version 7 sectionLessons Learned
• Software design matters: risk of failure & cost is
proportional to distance
• Separate product development and
implementation firms increases risks of failure
• African governments require vendor
commitment and better project governance
structures
76. Version 7 section
• brief discussion
Agenda
• Story behind “FreeBalance”
• Lessons in: ICT-enabled good governance
• Lessons in: PFM reform sequencing
• Lessons in: FMIS delivery and sustainability
• Conclusion
77. Version 7 section
• brief discussion
.943.286
low medium high very high
Canada
.908
Antigua
.764
Mongolia
.653
Liberia
.329
Timor-Leste
.495
| | |
Selection of FreeBalance Customers, National Level GRP Implementations
from low to very high Human Development Index
78. Version 7 section
• brief discussion
Customer
Experience
Market
Research &
Events
Participation
Customer-
Centric
Product
Governance
FreeBalance
Governance
Framework
FreeBalance
Governance
Valuation
1. Engage the PFM Community
• Similarity in
similar
circumstances
• Enhancement
requests from
governments
• Deep research in
public financial
management
• Engagement with
larger PFM
community at events
• Customers drive the
FreeBalance
product roadmap at
the FreeBalance
International
Steering Committee
• Framework links
Government
Resource Planning
(GRP) to positive
governance
outcomes
• Methodology
provides PFM
reform and
GRP
sequencing
blueprints
79. Version 7 section
• brief discussion
Government
Functions
HibernateSpring TrinidadEclipse
Government
Applications
Government
Entities
Framework Java EE
Infrastructure
FreeBalance Accountability Suite
100% Web Technology
open system runs on open
source and commercial
middleware
reusable “business objects”
leveraged as part of the Service-
Oriented Architecture
no client/server or
legacy code used
multitier
design
separates
presentation,
business
logic and
data layers
80. Version 7 section
• brief discussion
8080
Economy
Approximate starting point
of current state and peace
building
Relative progress by 2010
Afghanistan 2001-02 Substantial
Cambodia 1991-93 Intermediate
Congo, Dem. Rep. 2001 Limited
Kosovo 1999 Substantial
Liberia 2003 Intermediate
Sierra Leone 2002 Substantial
Tajikistan 1997 Limited
West Bank & Gaza 1993-2002 Intermediate
81. Version 7 section
• brief discussion
Government
Performance
Budget
Planning
Budget Books
Advanced
Salary
Management
Treasury
Management
Transparency
Portal
Performance
Management
Modern-
ization
Accrual
Accounting
Advanced
Chart of
Accounts
De-
centralization
Fixed Assets
Human
Resources
Procurement
2. Possible to Leapfrog
Example FreeBalance Accountability Suite Implementations
83. Version 7 section
• brief discussion
A. PFM-OUT-TURNS: Credibility of the budget
B. KEY CROSS-CUTTING ISSUES: Comprehensiveness and
Transparency
C(i) Policy-Based Budgeting
C(ii) Predictability and Control in Budget Execution
C(iii) Accounting, Recording and Reporting
C(iv) External Scrutiny and Audit
FB Public
Public PEFA
Public PEFA PEFA
Avg
HDI
Avg
HDI
Category
FreeBalance
Customers
2.47 0.482 Low
*Countries
do not use
FreeBalance
2.35 0.569 Medium
3. GRP Can Improve Assessments
Only the Most Recent Public PEFA Assessment
85. Version 7 section
• brief discussion
Product Management
Customer Support
Product Development
Consultant
User
5. Success Requires Vendor Implementation & Long-
Term Support Commitment
86. Version 7 section
• brief discussion
Global
PFM
Provider
Canadian
Company
GRP
Leader
100%
Government
Focus
ISO-
9001/2008
Covers
Budget
Cycle
Modern
Web
Technology
High
Success
Rate
More:
www.freebalance.com/blog