Problem Management Board - PowerPoint

Document Sample
Problem Management Board - PowerPoint Powered By Docstoc
					CORE Executive Board
     September 22, 2010

            Next CEB
         October 27, 2010
                          Agenda

SQL Requests/Problem Management Summary
Completed Projects
Portfolio
     Budget Status
     Priority
     Execution Delivery Schedule
Projects in Movement
Program Status
     HCM
     Financials
Application Development Service Request Summary
Scorecard
Executive Issues




                                                  1
     Problem Management SQL Requests
35




30




25


                                       DBA/ System
20                                     Purchasing
                                       ARBI
                                       CRM
15                                     Procurement
                                       HRMS
                                       Financial
10
                                       EPM


 5




 0




                                                   2
                     Problem Management Summary

                       Resolved
                                                 Resolved by
               Total       or                                    DR to be
Summary                          Investigating      Future                  Monitor
             Problems Resolution                                 Created
                                                 Functionality
                      In Process

Financial       15         9           2              4             0         0

PO              2          1           1              0             0         0

HCM             18        12           1              0             4         1

DBA/System      3          0           2              0             0         1

     TOTAL      38        22           6              4             4         2




                                                                                      3
                                                           Portfolio Priority
                                                                                                                             Current      Priority
                             Project Name                         Project Manager    Dept             Function               Project      within
                                                                                                                             Phase       Function
                                                                                                   Financial mgmt
Backfill Developers for Production support and Enhancments 2011     Fred Cantrell   CORE                                     Execution        1
                                                                                                 Human capital mgmt
Time and Labor Pilot/ODOT                                            Alex / Kim     CORE         Human capital mgmt          Execution        2

DCS Vendor Registration                                           Lisa McKeithan    CORE      Supply chain Management        Execution        4

P-Card - BOA Transition                                           Lisa McKeithan    CORE            Financial Mgmt           Execution        5
Grants/Projects/Contract A/R Billing/T&L Extended
                                                                     Alex / Kim     CORE     Enterprise service automation   Execution        6
Commerce/DEQ
Higher Education Interface                                        Lisa McKeithan    CORE         Human capital mgmt          Execution        7
                                                                                                     CORE FIN
PeopleTools 8.49                                                    Mike Jorski     AppDev                                   Execution        8
                                                                                                    CORE CRM
                                                                                                     CORE EPM
Inventory-ODOT                                                       Alex / Kim     CORE          Supply chain mgmt          Execution        9

Assets ODOT                                                             Alex        CORE            Financial Mgmt           Execution        10

GPC - ODOT                                                           Alex / Kim     CORE     Enterprise Service Automation   Execution        11

T&L Manager Self Service ODOT Pilot                                  Alex / Kim     CORE     Enterprise service automation   Execution        12

Treasury GL Implementation                                              Alex        CORE            Financial mgmt           Execution        13

PeopleSoft Extract Staging Environment                            Lisa McKeithan    CORE                Other                Execution        14

Business Intelligence/Financials Analytics                        Lisa McKeithan    CORE                Other                Planning         15

OpenBooks - Phase III                                             Lisa McKeithan    CORE                Other                Execution        16

Asset Mgmt-Rollout                                                Michael Grisser   CORE                Assets               Execution        17


                                                                                                                                          4
                                                             Portfolio Priority
                                                                                                               Current        Priority
                          Project Name                          Project Manager    Dept       Function         Project        within
                                                                                                               Phase         Function

data.gov                                                         Lisa McKeithan    CORE      Transparency      Initiation         18

Grants - Provisioning                                            Lisa McKeithan    CORE         Other          Planning           19

Licensing                                                        Lisa McKeithan    CORE         Other          Planning           20

Enterprise Learning Management- Rollout                          Michael Grisser   CORE   Human capital mgmt   Execution          21

Scanning and Bar-coding functionality for Phase II modules            Alex         CORE        Assets          Concept            22

Loans Processing                                                                                               Initiation         23

Expense Module                                                      Alex/Kim       CORE     Financial mgmt     Planning           24

                                                                                                               Concept>
Budget                                                           Lisa McKeithan    CORE         Other                             25
                                                                                                                Initiation




                                                                                                                              5
                              Projects in Execution Delivery Schedule
                                                2009               2010                     2011
                                            J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D
                                            U U U E C O E A E A P A U U U E C O E A E A P A U U U E C O E
                                            N L G P T V C N B R R Y N L G P T V C N B R R Y N L G P T V C

Time and Labor Pilot/ODOT

Grants/Projects/Contract A/R Billing ODOT

Inventory ODOT

T&L Manager Self Service ODOT

PeopleSoft Extract Staging Environment

PeopleTools 8.49

DCS Vendor Registration

Assets ODOT
Grants/Projects/Contract A/R Billing/T&L
Extended Commerce/DEQ
Treasury GL Implementation

OpenBooks - Phase III

P-Card - BOA Transition

FY11 Technical Backfill

ELM rollout

Asset Management Rollout

Higher Education Interface

                                                                                                    6
                                                      2833 - ODOC Loans Processing
Two options for implementing the Contracts module functionality are presented in this document:Option # 1 involves the development of a conversion process to
convert open contract (Loan) definitions into PeopleSoft. After the Contract definitions are loaded, Contract Billing and Receivable history will be converted using
the standard CORE conversion methodology. Option # 2 involves the agency converting open Contract definitions manually.

                                                           Milestone Schedule +/- 50%
                                                                                                                2010 / 2011
                                                                            Sep     Oct    Nov    Dec     Jan     Feb    Mar     Apr    May     Jun    Jul    Aug
Project Start
Prototype Review
Development
Integration Testing / User Acceptance Testing / Training
Roll out / Conversion




                                                                            Issues


ODOC HP System needs to be replaced




                                                                                                                                                             7
Program Status

    HCM




                 8
                          CORE-1080 Higher Ed Payroll
Status:              Convert Higher Ed agencies from the legacy payroll system to the PeopleSoft
                     system.
YELLOW



 Key Activities
                            TASK                                       Start               Finish
Configuration – 95% complete                                    07/01/2010           11/01/2010
Conversion Scripts – 75% complete                               07/01/2010           11/01/2010
Finish HR Interface Debugging/Testing                           07/01/2010           11/01/2010
Complete PY Interface Coding/Debugging/Testing                  09/10/2010           12/15/2010
UAT to begin with OU                                            01/01/2011           01/26/2011

 Key Overall Issues
 Requires     • Functional consultant left company, a Maximus replacement is on site.
Awareness: • Using remaining budget from Innovative and reducing the project backfill amount to fund
              functional consultant
              • Re-assessed, resources and timeline for implementing OU while maintaining the overall
              project schedule.
              • Loss of OU involvement in August and September
              • If OU does not meet minimum requirements in new Roles and Responsibilities, plan will slip
                                                                                                       9
  CORE – 2666 Grants, Projects, Contracts with AR/Billing
            Monthly Extended Time & Labor
Status:                The Team is in the process of finalizing Integration Testing and preparing for User
                       Acceptance Testing.
GREEN




Key Activities
                              TASK                                      Start                Finish
Integration Testing                                              08/04/2010            09/10/2010
Preparation for User Acceptance Testing                          08/27/2010            09/17/2010
User Acceptance Testing (UAT)                                    09/13/2010            10/18/2010



Key Overall Issues
  Requires            Concern regarding getting Legacy Conversion Extracts has been raised. DEQ and
 Awareness:           Commerce are both working on this.

                      Commerce will start UAT one week late, reducing their UAT by one week.



                                                                                                        10
                            CORE – 2637 ELM Rollout
Status:      Rollout of ELM to agencies to be completed in 3 groups (original plan), Group A consisted of
             Career Tech (800), CompSource (390), ODOT (345), Courts (199, 219, 220, & 677),
GREEN        Oklahoma Developmental Disabilities Council (a division of 830). Group A go live date is
             11/30/2010
             Confirmed agencies – Group A: Career Tech (800), ODOT (345), OSEEGIB (516), Group B:
             OPM (548), State Dept of Health (340)
             Declined Agencies – Firefighters (C), Courts (A)
Key Activities
                                   Task                                            Start          End
Kickoff Meeting with Rollout Agencies                                           08/25/2010    08/25/2010
Set up Learning Environments                                                    09/01/2010    10/15/2010
Load HCM Data in Prod for messaging to LM Prod (e-mail & reports to
information)                                                                    09/20/2010    10/10/2010
Train agency SME’s on config and setup for testing                              10/10/2010     11/30/2010
Set up Prod Environments                                                        11/01/2010     11/25/2010
Go Live                                                                         11/30/2010     11/30/2010
Key Overall Issues
  Requires        No decision from CompSource (A), ODDC (A), OSF (C), DCS (C).
 Awareness:       Firefighters (C) has declined, OEM (C) may take their place
                  If other agencies back out, we will continue find others to replace them or move to the
                  next Phase of the Project (SCORM)
                                                                                                        11
Program Status

   Financials
Phase II Modules




                   12
                        CORE – 2611 PeopleTools 8.49
Status:            Project started on time.
GREEN              However we lost 4 days because the hard drive went out on Greg Linn’s PC.
                   Greg’s PC has been rebuilt and he is progressing.




       Key Activities
                     TASK                               % Complete             Start              Finish
Prepare Change Assistant & stage software                   100%            08/30/2010         09/03/2010
Upgrade & test non-prod EPM environments                     5%             09/07/2010         09/24/2010

Upgrade EPM production environment                                          09/25/2010         09/25/2010
Upgrade EPM development environment                                         09/27/2010         09/28/2010


     Key Overall Issues
  Requires       It will be tight with the loss of 4 days but if there aren’t a lot of issues to deal with
 Awareness:      during testing then we might be able catch up to the project schedule.




                                                                                                             13
                 CORE-2675 Data Staging Environment

Status:             Build staging environment containing PeopleSoft extracts that will be used by
                    ODOT.
RED


Key Activities
                          TASK                                 Start         Finish        ODOT
                                                                                           Access
Phase I extracts (6) signed off by ODOT                                    07/02/2010

Assets (0523) & Projects (0514) have been re-migrated to     06/25/2010       TBD            TBD
FSTST2 and is ready for functional testing
Contracts (0513) & Billing (0512) have been re-migrated to   06/25/2010       TBD            TBD
FSTST2 and is ready for functional testing
Sign-off on Phase II Modules                                                  TBD            TBD

Key Overall Issues
  Requires       • Waiting on testing resources from ODOT
 Awareness:




                                                                                                    14
                   CORE-2681 DCS Vendor Registration

Status:              Build interfaces between OK.gov and PeopleSoft for validation and upload of
                     vendor/bidder data into PeopleSoft.
RED


Key Activities
                       TASK                              Start        Target Finish      Est. Finish
Go-live with vendor registration – Part I                              07/19/2010
Development /Testing – Tech specs 0027 – OSF          06/04/2010       08/31/2010        09/30/2010
testing complete 09/02 – sent to DCS for testing;
Development/Testing – Bidder to Vendor Update         05/10/2010       08/31/2010        10/15/2010
Review/Revise processes – OSF & DCS                   07/31/2010       07/31/2010


Key Overall Issues
  Requires         • Missed Phase I implementation by 19 days.
 Awareness:        • DCS is working on ‘Phase II’ for updated front-end. This will cause some
                   reprogramming of the interface that will be tracked as a service request. Scheduled
                   for the fall.
                   • Status has changed to ‘Red’ due to two remaining items.


                                                                                                    15
                       CORE-2676 OpenBooks Phase III

Status:               Utilize OBIEE for OpenBooks reporting. Update ARRA reporting per SB1759.
GREEN

Key Activities
                           TASK                                     Start           Estimated     Finish
                                                                                    Completion
ARRA Updates                                                     07/01/2010         09/15/2010   08/26/2010
Expenditure & Funding (Build DIM/Create Rpts/Test)               10/01/2010         12/31/2010   Jan 2011
Pcard (Load/Build DIM/Create Rpts/Test/Automate)                 06/01/2010         10/31/2010   Jan 2011
Vendor Payments (Build DIM/Create Rpts/Test)                     08/01/2010         09/30/2010   Jan 2011
Payroll (Load/Build DIM/Create Rpts/Test/Automate)               08/01/2010         12/31/2010   Jan 2011
Go-Live                                                                                          Jan 2011

Key Overall Issues
  Requires        •    Determine approach for file transfer/load
 Awareness:       •    Possible upgrade to v11 (XML export functionality)
                  •    Financials Analytics will not start until this is complete
                  •    Potential Conflicts:
                      ARRA Reporting (October); FFATA;


                                                                                                           16
                 CORE-2800 PCard Transition to BOA

Status:            Build interfaces between OK.gov and PeopleSoft for validation and upload of
                   vendor/bidder data into PeopleSoft.
GREEN



Key Activities
                          TASK                                       Start               Finish
GL Export (0613) Segment values and combo code values             08/30/2010           09/30/2010
Voucher Build (0614)                                              08/30/2010           10/31/2010
1099 Processing (0xxx)                                            08/30/2010           12/31/2010



Key Overall Issues
  Requires       • DCS will have some cardholders as a pilot starting in October. Their initial GL
 Awareness:      segment values and combo values have already been loaded into the production
                 site.
                 •Statewide implementation is scheduled for November/December.




                                                                                                     17
                      2665 – Asset Management Rollout
Status:              Meetings to be held to prepare for Kickoff Session Replacement consultant is on
                     board. Consultant will be working on ODOT Assets and the AM Rollout. Brenda
GREEN                is working with DCS to get a resource for 4 days a week. Looking at changing the
                     plan to do small agencies (<100 assets first). If do small agencies we will be
                     doing an incremental rollout.


Key Activities
                           TASK                                     Start               Finish
Prepare for / Conduct Project Kick-off                              TBD                  TBD
Configure/Verify Agency Conversion Data                          09/16/2010           11/05/2010
Perform Test Loads                                               10/26/2010           11/15/2010
Train Agency Users                                               11/17/2010           12/05/2010

Key Overall Issues
  Requires      • DCS Resource is not committed to the project – Brenda is working to get a
 Awareness:     resource committed (4 days a week). If no DCS resource rollout plan will need to
                be adjusted or possibly put the project on hold.
                • Brenda to also assist with agency buy in to rollout plan.
                • Evaluating the new AM consultant to be sure he meets the needs of the project.
                • Will need to re-verify the plan timelines once the resource issues are resolved.

                                                                                                     18
                   2692 – Treasury GL Implementation
Status:            The Team is in the process of creating business process flows, validating design,
                   finalizing configuration, and creating the development requests. Test Scripts are
GREEN              being written in preparation for business process testing.
                   The Team is currently behind schedule regarding requirements and configuration.
                   A plan for getting back on track is being created.

Key Activities
                           TASK                                    Start               Finish
Create Business Process Flows, Reconciliation Points,           07/06/2010           08/19/2010
Checklists
Create Development Requests                                     08/02/2010           08/20/2010
Preparing for Business Process Testing                          08/27/2010           09/03/2010
Business Process Testing                                        09/07/2010           09/17/2010

Key Overall Issues
  Requires       OST has requested that their Go-Live date be moved to a month-end. Rather than
 Awareness:      go-live on 11/15/2010 they would like to look at either 10/31/10 or 12/31/2010.




                                                                                                  19
                                  CORE - 2810 Assets ODOT
Status:                 On schedule
GREEN



Key Activities
                          TASK                          % Complete       Start       Finish
Clean-up and Format Asset Conversion Data for FY 2010      100       7/1/2010     8/13/2010
Prepare for Integration Testing                            100       8/16/2010    8/27/2010

Perform Integration Testing                                          8/30/2010    9/24/2010
Prepare for User Acceptance Testing                                  9/27/2010    10/04/2010
Perform User Acceptance Testing                                      10/05/2010   10/22/2010

Key Overall Issues
  Requires
 Awareness:




                                                                                               20
                           CORE – 2581 Time & Labor

Status:              This Project is to address Time & Labor functionality for bi-weekly agencies. The
                     pilot agencies are OESC and ODOT. OESC went live on schedule May 17th.
RED


Key Activities

                             Task                                       Start               End




Key Overall Issues
  Requires       Integration and User Acceptance Testing for ODOT will be scheduled to coincide
 Awareness:      with a re-baselined plan.




                                                                                                    21
  CORE – 2599 Grants, Projects, Contracts with AR/Billing

Status:            This Project is on hold.
RED



Key Activities
                             TASK                                     Start   Finish

Functional Unit Testing – ODOT (see below)




Key Overall Issues
  Requires       •ODOT cannot supply a date for conversion of legacy data.
 Awareness:




                                                                                       22
                        CORE – 2610 Inventory ODOT

Status:              On Hold.
RED



Key Activities
                                TASK            Start   Finish
Integration Testing (see below)

Prepare for User Acceptance Testing

User Acceptance Testing

Go Live


Key Overall Issues
  Requires
 Awareness:




                                                                 23
        CORE – 2674 Manager Self Service ODOT / Pilot

Status:              Project was planned in two phases: (1) limited salary personnel April 24th
                     (complete) and (2) all non Agile Asset personnel to coincide with ODOT GPC go-
RED                  live date – on hold.



Key Activities

                        Task                                 %             Start          End
Go –live Limited Pilot - Complete                           100          04/242010     04/24/2010

Requirements – Full Implementation - Complete               100         03/23/2010     04/07/2010




Key Overall Issues

  Requires
 Awareness:




                                                                                                 24
                                                             100
                                                                   120
                                                                         140




                            0
                                20
                                     40
                                             60
                                                        80
                  Pending
              Development
                     UAT
                   Closed




     Sep-09
                  Pending
              Development
                     UAT
                   Closed




     Oct-09
                  Pending
              Development
                     UAT
                   Closed




     Nov-09
                  Pending
              Development
                     UAT
                   Closed




     Dec-09
                  Pending
              Development
                     UAT
                   Closed




     Jan-10
                  Pending
              Development
                     UAT
                   Closed




     Feb-10
                  Pending
              Development
                     UAT
                   Closed




     Mar-10
                  Pending
              Development
                     UAT
                   Closed




     Apr-10
                  Pending
              Development
                     UAT
                   Closed
     May-10
                  Pending
              Development
                     UAT
                   Closed
     Jun-10




                  Pending
              Development
                     UAT
                   Closed
                                                                               Application Enhancement Service Requests




     Jul-10




                  Pending
              Development
                     UAT
     Aug-10




                   Closed
25
                                                 Func
                                          Tech
Application Enhancement Service Requests – Aug 2010
 Functional ESRs           Pending   Config/Setup   UAT   Completed
                   CRM
                   ELM       1                                2
                   EPM
                   FIN       1
                   HCM       25          12          2        5
                   Total     27          12          2        7


 Technical ESRs            Pending       Dev        UAT   Completed
                   CRM       3                                1
                   ELM       2                                1
                   EPM       1
                   FIN       28          11          4        6
                   HCM       51           9          5        5
                   Total     85          20          9       13


                           Pending       Dev        UAT   Completed
                   Total    112          32         11       20       26
Planned Enhancement Service Requests OnTime Completion
                                       Based on 60 Day Plan
  100%
   90%                                              1       4
                      2
   80%
   70%                                5
   60%
   50%
   40%                                              6      18
                      6
   30%                                                                                               # ESRs not completed

   20%                                                                                               # ESRs completed
                                      3
   10%
   0%




                          # ESRs completed           # ESRs not completed           # unplanned completed
    January (FIN)
    February (HCM)
    March (FIN)                   6                               2                              5
    April (HCM)
    May (FIN)                     3                               5                              4
    June (HCM)
    July (FIN)                    6                               1                              1
    August (HCM)                  18                              4                              7
    September (FIN)
    October (HCM)
    November (FIN)
    December (HCM)
                      *Teachers Retirement mod was cancelled after the reporting period ended.                              27
         Within 10% of plan     Within 20% of Plan         Over 20% of plan



                                                         Program Status
                              Current       Health                Project Phase Project Phase Health
                                                    Project Phase
      Project Name            Project        Ind                    Baseline       Target      Ind
                                                      Start Date
                              Phase        Schedule                Completion    Completion Budget
FY11 Technical Backfill       Execution          G          7/1/2010          6/30/2011    6/30/2011    G

Time and Labor Pilot/ODOT     Execution          R          3/1/2009          7/31/2010    7/31/2010    R
DCS Vendor Registration       Execution          R          4/1/2010          8/31/2010    10/15/2010   G
P-Card - BOA Transition       Execution          G         8/18/2010          12/31/2010   12/31/2010   G
Grants/Projects/Contract      Execution          G          3/1/2010          12/31/2010   12/31/2010   G
A/R Billing/T&L Extended
Commerce/DEQ
Higher education Interface    Execution          Y          4/1/2010          10/31/2011   10/31/2011   Y
PeopleTools 8.49              Execution          G         8/30/2010          9/28/2010    9/28/2010    G
Inventory ODOT                Execution          R          8/1/2009          7/31/2010    7/31/2010    R
Assets ODOT                   Execution          G          8/1/2010          11/15/2010   11/15/2010   G
Grants/Projects/Contract      Execution          R          7/1/2009          7/31/2010    7/31/2010    R
A/R Billing ODOT
T&L Manager Self Service      Execution              R      3/1/2010          7/31/2010    7/31/2010    R
ODOT




                                                                                                            28
        Within 10% of plan    Within 20% of Plan         Over 20% of plan



                                                       Program Status
                                                          Project
                             Current          Health               Project Phase Project Phase
                                                          Phase                                       Health Ind
      Project Name           Project           Ind                   Baseline       Target
                                                           Start                                       Budget
                             Phase           Schedule               Completion    Completion
                                                           Date
PeopleSoft Extract Staging   Execution             R     1/14/2010   6/18/2010     8/31/2010              G
Environment
Business Intelligence - FS   Planning              R     4/1/2009           7/31/2009    12/31/2010       G
Analytics
OpenBooks - Phase III        Execution             G      6/1/2010          12/31/2010   12/31/2010       G
Asset Management Rollout     Execution             G     4/19/2010          8/31/2011    8/31/2011        G
Grants - Provisioning        Planning              R     7/31/2008          7/15/2009    9/30/2010        G
Licensing                    Planning              R     12/1/2008          8/15/2009    9/30/2010        G
ELM rollout                  Execution             G      8/1/2010          7/31/2011    7/31/2011        G
Scanning and Barcoding        Concept
functionality for Phase II
Modules
Expense Module               Planning              G                                                      G
data.gov                     Initiation            G     8/1/2010           10/15/2011   10/15/2011       G
Budget                       Concept>              G     8/2/2010           9/15/2010    10/30/2010       G
                             Initiation




                                                                                                                   29
                                             Issues
                    Issue                                               Status
                                                   We need to determine if ODOT or other
1) ODOT Phase II ( Projects, Grants, AR, Billing
                                                   agencies (DPS, Health, Mental Health, etc) will
Inventory) have not committed to a date to
                                                   be next in line for Phase II modules. This decision
start integration testing.
                                                   needs to be made by mid October.


2) The fixed asset rollout plan has been
                                                   No state resource has been identified for this
completed and additional state resource is
                                                   project.
required to deliver on the current schedule



3) Commerce will be going live on Phase 2
without a Grants Provisioning or Loans. They       Waiting on finalization of award so that we can
will utilize manual work around until we acquire   start working with the vendor.
a Grants Provisioning and/or Loans package.




                                                                                                 30

				
DOCUMENT INFO
Description: Problem Management Board document sample