Docstoc

5a

Document Sample
5a Powered By Docstoc
					 Office of Operations
 2010 Fall Conference




Statewide Financial System End
    User Training Overview
 Dolores Tuthill, SFS Program
            Agenda
 Statewide Financial System
 Overview
 The End User Training Challenge
 SFS Training Program
 How to Prepare
The Statewide Financial
   System Program:
     An Overview
Two Financial Components

          Security
          Controls
  Two Projects Became One



  OSC’s
             NY Financial
  Central
             Management     a
Accounting
               System
 System
     Phased SFS Rollout to
        State Agencies
                         Future Phases



                                           All In-Scope
                                           Functionality
Phase 1                     Grants,
                            Project
          Core              Accounting &
          Financials &      Asset
          Procurement       Functions
          Functions
                SFS Benefits
   Provides Value Through Better Government
     Timely, dependable and transparent financial
      information

     Promote accountability
     Encourages creation of consolidated, customer-
      focused shared services
                SFS Benefits
   A Catalyst for Process Improvements
     Immediate, tangible benefits by integrating a
      previously-fractured environment

     Improves the budget process for all stakeholders
     Dramatically improves the way the State
      acquires goods/services

     Provides a basis for making strategic
      procurement decisions

     Expands the State’s ability to account for
      revenue collections
                 SFS Benefits
   The SFS Empowers Stakeholders
      Intelligent business features/user-friendly look
       and feel
      Provides self-service functionality for travel
       requests/reimbursements
      Extends system access beyond the “main office”
       to other locations/field users
      Facilitates information exchange with
       vendors/not-for-profit providers

   Solid Foundation for Future Business Improvements

 For More Information About the SFS, Visit
    www.sfs.ny.gov
       The Training Premise
   In Phase 1 SFS implementation, There Will
    Be Over 7,000 Regular Daily End Users
    (primarily Agency Business Office
    Employees) Utilizing Core SFS Business
    Functions
   There are Also Over 15,000 State
    Employees Who will Use the SFS on a
    Periodic Basis as Either:
     Business travelers;
     Requestors; or
     Receivers
Statewide Financial
      System
 End-User Training
     Overview
                The Goals
Provide Agency End Users with the Skills
and Knowledge to Effectively use the SFS
to:
   Accomplish Assigned Roles (e.g., Create
    Requisitions, Enter Purchase Orders,
    Complete a Voucher, etc.)

   Understand How to Navigate the SFS to
    Complete Assigned Tasks and Address
    Their Day-to-Day Work Responsibilities
                The Goals
   Acquire a Working Knowledge of How the
    Components of the SFS Relate to One
    Another

   Understand the Consequences of Specific
    Transactions Entered into the System for
    Processing
   The Training Challenge

How Do We
Train Over                    Agency
7,000 Agency     SFS Program Training    Agency SFS
                                          End- User
End Users          Training
                    Team
                               Team
                                         Community
                             (TTT, TL)
with a Limited
Training
Team?
         “Train- the-Trainer”
              Approach
            Role                          Responsibilities
SFS Program System            Train the Program Training Team and
Administrator                 Agency Trainers

SFS Program Training Team     Manage Training Program Administration
Agency Trainers               Educate Agency End Users
Agency Training Liaisons      Work with Trainers to Develop Training Plan
                              Approach/User Training Schedule
Agency Training Facilitator   Assist in Answering Agency-Specific,
(SME)                         Business Process Questions
     Small Agency Approach
   SFS Program Training Team to Work
    Directly with Small Agencies to:
     Define training needs
     Find partnering agencies to help provide
      a hosted learning environment
   Training Liaison Workshops to Identify
    Agencies That Can Provide Assistance by
    Grouping Agencies:
      Via geographical locations; or
      With similar business process needs
        Curriculum Overview
   End Users Trained Using a Modular Approach
   30 Courses/Five Modules (141 Classroom
    Hours)
     Introduction – 2 hours (web-based)
     Accounts Payable – 38 hours
     Purchasing – 30 hours
     Travel and Expense – 14 hours
     Accounts Receivable – 34 hours
     Budget & General Ledger – 8 hours
   “Just-in-Time” Training (February 2011 –
    May 2011)
               Training Tools
   Presentations
   User Productivity Kit (UPK) Simulations
   Learner Guides
   Job Aids
   Agency-Specific Scenarios/Examples
   Online Help
    Key Training Preparation
             Dates
       Training Element                     Timeframe

Agency Training Sites Reserved   July 2010 – November 2010

Train the Trainer Registration   November 2010 – December 2010

Train-the-Trainer Classes        January 3, 2011 – February 18, 2011

End-User Training                February 22, 2011 – May 27, 2011
What Can You Be Doing Now?
Help Actively Promote the SFS in Your
Agency By:
 Providing Your End Users with Awareness
  About the SFS and Its Benefits to Your
  Agency
 Working Closely with the SFS Program
  Training Team Point-of-Contact to Resolve
  Training Issues
 Keeping the SFS Program Training Team
  Apprised of Staff Changes that Might
  Impact Your TTT or End-User Training
           Points to Remember
   The Training Timeframe is Compressed
     Approximately six weeks between training start
        and SFS “Go-Live”
       “Just-in-time” approach helps ensure accuracy of
        learning material, trainee retention/applicability
   Curriculum is Extensive
     141 class hours of learning materials
     Small agencies may require multiple courses for
        some roles
   Training Timing vs. Business Requirements
     End-user training will overlap with year-end
        business duties for each agency
Questions?
We’re Changing the Future
    of New York State

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:0
posted:7/31/2012
language:English
pages:23