Commissioners’ Dashboard
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Transcript Commissioners’ Dashboard
COMMISSIONERS’ DASHBOARD
PMI Presentation – Pat Lynch, PMP
Sponsored by ~
Office of Temporary and Disability Assistance
Office of Children and Family Services
Department of Health
~ as a subproject of
Statewide Welfare Management System (SWMS)~
~
Commissioners’ Dashboard
Why was the Project started?
Local Commissioners asked for a business
trending tool to support strategic planning,
budget planning and to solve:
Shortage
of local resources
Variety of complex reporting applications
Inability to access real time data
No flexibility with modifying reports
Lack of historical trending data
Overwhelming number of reports
Disparate data sources covering different
reporting periods
Commissioners’ Dashboard
Gartner recommended business approach
Corporate Performance Management
Key
Performance Indicators (KPI)
Drilldown
capability
Comparisons Graphical
Keep it simple!
historical, other agency
presentations and maps
Commissioners’ Dashboard
Innovative use of technology
Single, seamless web portal
First statewide collaborative tool
Standardized “Look & Feel”
Reports definitions
n-tiered architecture
Microsoft
Cognos
MapInfo
SharePoint
Technical Architecture
Commissioner’s
Dashboard
Share Point Tool as web portal and repository
GIC/Map Info to create
maps
Welfare Reporting
Tracking System
(WRTS)
WMS
Cognos to generate
reports
OCFS Data
Warehouse
CONNECTIONS
Welfare Reporting
Tracking System
(WRTS)
eMedNY
Commissioners’ Dashboard
Where is the Project today?
Live in 61 social services agencies
Over 875 users
Collaboration Among Agencies Awards
2006
GTC Best of NY Award
2007 National Center of Digital Government
Commissioners’ Dashboard
What were the Project challenges?
Intra-agency collaboration
Four
state agencies
Sixty one (61) local agencies
Aggressive schedule
Matrix project team structure
Commissioners’ Dashboard
What were the Project challenges?
Revolving contractor employees
Implementation
Network
Infrastructures
Security Firewalls
Multiple Software
Software upgrade
Commissioners’ Dashboard
Project Management Techniques Conquer
Challenges!
Executive Level Support at state and
local levels
“Priority”
Project
Active involvement
Commissioners’ Dashboard
Project Management Techniques Conquer
Challenges!
PMO Support
Project
Charter
Business Driven
Participatory Expectations/Resources
Rapid Delivery Schedule
Organization
Participatory Expectations
Local Social Services
Agencies
Providing strategic oversight and volunteer
Commissioners’ and Executive Team active
involvement
OTDA,
Providing strategic oversight, project management,
programmatic support, technical support, team
members and data sources
OCFS, DOH
Providing strategic oversight, programmatic support,
technical support, team resources and data sources
CIO/OFT
Providing Data Center, Network and customer
service support
Commissioners’ Dashboard
Project Management Techniques Conquer
Challenges!
Customer Service Driven Project Delivery
Early
wins
On-location
Hands-on
interview sessions
Orientation Sessions
Conference
Feedback,
presentations
Feedback, Feedback……
Commissioners’ Dashboard
Project Management Techniques Conquer
Challenges!
Strong Advisory Change Management
Board
Strong Customer Representation
Active involvement prioritizing/approving work
Celebrate
successes with team
Commissioners’ Dashboard
Project Management Techniques Conquer
Challenges!
Dashboard Communication & Training
Formal
Communication Plan
SWMS
newsletter
State
agencies orientation sessions
Commissioners’ Dashboard
Project Management Techniques Conquer
Challenges!
Project Teamwork
Team
membership
Structured,
weekly remote meetings
Continuous
improvement
“Shared Lessons Learned”
Communicate,
Communicate, Communicate
Commissioners’ Dashboard
Overview of Dashboard:
Sample Reports, Features &
Collaboration Libraries
Commissioners’ Dashboard
Dashboard Overview
On the Dashboard’s main page, the Commissioner looks for any new Alerts &
Announcements about new reports or functionality added since last visit to the site.
Commissioners’ Dashboard
Dashboard Overview
Various reports, web links and other documentation can be selected from the drop down menus on
the home page. For example, a Commissioner first clicks on Multiple Programs then
Recertification processing to generate the report on the next slide.
Commissioners’ Dashboard
Dashboard Overview
Since Commissioners need to understand what the data represents, a report definition
is attached to each report. By clicking on the graphic of a book next to the report title,
this information is readily available.
Hudson
Commissioners’ Dashboard
Dashboard Overview
There are several Key Performance Indicator reports with helpful icons to show at a
glance what the data trend represents. A Commissioner can also generate a map by
clicking on Map in the Other Views column, as circled below.
Hudson
Hudson
Hudson
Commissioners’ Dashboard
Dashboard Overview
This is a sample map created from a Dashboard report. To generate a similar map to
show school district data, a Commissioner would select “Cases by School District”
from the red circled box then click on Update Map. Detailed numeric and descriptive
information is shown in a table under each map.
Hudson
Hudson
Commissioners’ Dashboard
Dashboard Overview
Comparison Report: Defaults to Rest of State, NYC and Statewide. Users
can select their own comparison agencies.
Commissioners’ Dashboard
Dashboard Overview
•A Commissioner accesses the Dashboard via the Project Portal Site
by
the “Commissioners’ Dashboard” icon
clicking
.
Commissioners’ Dashboard
What is happening now?
Transition to “operational phase”
Continuing new reports and data sources
Exploring Balanced Score Card
Commissioners’ Dashboard
What is next for Project Manager?
SWMS Functional Roadmap
RFP
released
http://www.otda.state.ny.us/main/cgo/procure
ment_bid.htm
Patricia
Whitbeck, OTDA Contact
Commissioners’ Dashboard
Contact Information
Commissioners’ Dashboard
Marty Hoffman, Project Manager
(716) 753-4173
[email protected]
Presenter: Patricia Lynch, PMP