Transcript Implementing Financial Management Information Systems: The

Implementing Financial Management
Information System Projects:
Selected Lessons from
IFMIS Community of Practice
Bill Dorotinsky
October 15, 2008
The World Bank
Outline
• Origins and some basic findings
• Formalizing a FMIS maturity model
• A frequent question - Make vs. Buy
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COP Origins:
Bank FMIS Project Review
•
The review covered 34 projects in 27 countries across 6 regions,
involving $1 billion over 17 years
•
Most Bank projects were not FMIS-only, but embedded in broader
financial management or public sector reforms
•
Many of the projects paid attention to training and ‘soft systems’
surrounding the technology, including FM training, change
management training/advice
An FMIS project, on average,
•
–
took 7 years to be complete
•
Ranging from 9.1 years for Africa to 5.8 years for Latin
America/Caribbean
–
average Bank-financed cost was $12.3 million*
–
component changes in 75 % of projects
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* Excluding $600 million for Russia
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Risks, success & failure factors
• Projects risks
– 20 % cited technical complexity, too many components
– 24 % lack of institutional capacity
– 21 % weak government commitment
• Success factors
– Full-time project coordinator (36%)
– Champion at political level (14 %)
– Training (14 %) (IT, FM, change management)
• Failure factors
– Full-time project coordinator (23%)
– Commitment (23%)
– Project design (20%)
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Preconditions for success?
HR Capacity, ICT Readiness, & Project Success
Burkina Faso L
0.9
Argentina S
0.8
Malawi L
0.7
Hungary S
0.6
Uganda L
0.5
0.4
0.3
Chile S
0.2
Bolivia L
0.1
0
Columbia S
Indonesia L
Ecuador (2) S
Brazil L
Honduras S
Guatemala (1) S
Nicaragua S
Human Development Index*
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E-gov Readiness*
(Human Development Index: UNDP Human Development 2001 Index,
E-government Readiness: UNPAN Global E-Government Index)
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Treasury/PFMS Maturity Framework
Effectiveness
Implementation
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



 System development & integration
 Full scale testing and rollout
 Training and change management
Budget funds
Technical capacity
System administration
Maintenance
Procurement
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 Large scale ICT systems
 Technical Assistance and Training
PFMS Design
3
Preparation
Readiness
 PFM reform strategy
 Institutional capacity
 Countrywide network infrastructure
Bank
Monitoring &
Evaluation
9 – 18
months
1
6
 Monitoring mechanisms
 Project mgmt capacity
2
 Legal and institutional frameworks
 Budget coverage
 Treasury Single Account (TSA)
Time
18 – 36
months
9 – 18
months
 Definition of system functionality
 Detailed technical requirements
February
2008
The World
Maintenance
and Support
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Maturity Framework
for Treasury/PFMS projects
www.pempal.org/pfmstool
interactive monitoring and management of MF indicators
ECA Treasury / PFMS Projects
Resources
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Make vs. Buy Question:
Selected Parameters
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2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Development Period
Functionality
Compliance with BPR
Total Cost of Ownership (TCO)
Intellectual Property Rights (IPR)
Maintenance and Upgrades
Flexibility
Integration with other systems and modules
Performance and Quality
Documentation and Training
Software Evaluation
Legal Redress
Conclusion – no one right answer.
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