Transcript Document 7374032

Sunflower Project
Statewide Financial Management System
Pre-Implementation Activities
Agency STARS Rapport Association
May 8, 2008
Today’s Topics
 Update on Project Status – Kent Olson
 Results of Chart of Accounts Survey – Annette Witt
2
Update of Project Activities
 Vendor File Consolidation – complete
 Review of current Chart of Accounts & Preliminary
Design of new Chart - complete
 Evaluation of Vendor Proposals & Software
Demonstrations – in process
3
Procurement Process Timeline
April 16th
May 2nd
May 19th
May 27th
June 5th
June 30th
June 30th
July 15th
4
Update of Project Activities (cont.)
 Outreach to Small Agencies and State Hospitals – May/June
 Agency Readiness and Impact Assessment – May/June
 Review of Objects Codes and Commodity Codes – May/June
 Business Process Mapping – June thru September
 Building the Project Team – on-going
5
Project Staffing
Executive Sponsors
Sponsors
Executive
Duane Goossen
Goossen
Duane
Denise Moore
Moore
Denise
CarolForeman
Foreman
Carol
SteeringCommittee
Committee
Steering
ProjectDirector
Director
Project
Kent Olson
Olson
Kent
Deputy
Project
Director
Deputy Project Director
PeggyHanna
Hanna
Peggy
ProjectMgmt
Mgmt
Project
Office
Office
Mike Purcell
Purcell
Mike
Implementation
Implementation
Manager
Manager
GarySchneider
Schneider
Gary
ProjectSupport
SupportStaff
Staff
Project
Muriah Baker
Baker
Muriah
Stakeholder
Input
Finance Team
Team
Finance
Mgr
Mgr
AnnetteWitt
Witt
Annette
QA/Test
QA/Test
Lead
Lead
TBD
TBD
staff positions
staff positions
Agency/Regents
Agency/Regents
Integration
Integration
Lead
Lead
TBD
TBD
Central Agency
Agency
Central
Integration
Integration
Lead
Lead
PamFink
Fink
Pam
staff positions
staff positions
Business
Business
Intelligence/DW
Intelligence/DW
Lead
Lead
Vicki Hemmen
Hemmen
Vicki
Technical Team
Team
Technical
Manager
Manager
TBD
TBD
staff positions
Change Mgmt,
Mgmt,Training,
Training,
Change
Communications &&
Communications
HelpDesk
Desk Team
Team Mgr
Mgr
Help
Connie Guerrero
Guerrero
Connie
staff positions
Positions Filled
Positions Posted
Positions to-be Filled
6
Project Staffing
ProjectDirector
Director
Project
Kent Olson
Olson
Kent
Deputy
Project
Director
Deputy Project Director
PeggyHanna
Hanna
Peggy
ProjectMgmt
Mgmt
Project
Office
Office
Mike Purcell
Purcell
Mike
Implementation
Implementation
Manager
Manager
GarySchneider
Schneider
Gary
ProjectSupport
SupportStaff
Staff
Project
Muriah Baker
Baker
Muriah
Stakeholder
Input
QA/Test
QA/Test
Lead
Lead
Finance Team
Team
Finance
Mgr
Mgr
AnnetteWitt
Witt
Annette
Agency/Regents
Agency/Regents
Integration
Integration
Lead
Lead
TBD
TBD
Purchasing
Purchasing
Lead
Lead
Angela Hoobler
Hoobler
Angela
QA/Test
QA/Test
TeamMember
Member
Team
#1
#1
QA/Test
QA/Test
TeamMember
Member
Team
#2
#2
Procurement
Procurement
TeamMember
Member
Team
#1
#1
Procurement
Procurement
TeamMember
Member
Team
#2
#2
Central Agency
Agency
Central
Integration
Integration
Lead
Lead
PamFink
Fink
Pam
A/P
A/P
Lead
Lead
Jo Ann
Ann Remp
Remp
Jo
Procurement
Procurement
TeamMember
Member
Team
#3
#3
A/P
A/P
TeamMember
Member
Team
#1
#1
A/P
A/P
TeamMember
Member
Team
#2
#2
Business
Business
Intelligence/DW
Intelligence/DW
Lead
Lead
Vicki Hemmen
Hemmen
Vicki
AssetMgmt
Mgmt
Asset
Lead
Lead
AM
AM
TeamMember
Member
Team
#1
#1
Technical Team
Team
Technical
Manager
Manager
TBD
TBD
Change Mgmt,
Mgmt,Training,
Training,
Change
Communications &&
Communications
HelpDesk
Desk Team
Team Mgr
Mgr
Help
Connie Guerrero
Guerrero
Connie
Projects/
Projects/
Grants Lead
Lead
Grants
Projects/Grants
Projects/Grants
TeamMember
Member
Team
#1
#1
Projects/Grants
Projects/Grants
TeamMember
Member
Team
#2
#2
General Ledger
Ledger
General
Lead
Lead
Brett Bauer
Bauer
Brett
GL
GL
TeamMember
Member
Team
#1
#1
GL
GL
TeamMember
Member
Team
#2
#2
Positions Filled
Positions Posted
Positions to-be Filled
7
Project Staffing
Director
ProjectDirector
Project
Olson
Kent Olson
Kent
Director
Project
Deputy
Deputy Project Director
Hanna
PeggyHanna
Peggy
Implementation
Implementation
Manager
Manager
Schneider
GarySchneider
Gary
Mgmt
ProjectMgmt
Project
Office
Office
Purcell
Mike Purcell
Mike
Staff
SupportStaff
ProjectSupport
Project
Baker
Muriah Baker
Muriah
Stakeholder
Input
Team
Finance Team
Finance
Mgr
Mgr
Witt
AnnetteWitt
Annette
QA/Test
QA/Test
Lead
Lead
Agency
Agency
Integration
Integration
Member
TeamMember
Team
#1
#1
Agency
Agency
Integration
Integration
Member
TeamMember
Team
#2
#2
Agency/Regents
Agency/Regents
Integration
Integration
Lead
Lead
TBD
TBD
Agency
Agency
Integration
Integration
Member
TeamMember
Team
#3
#3
Agency
Central Agency
Central
Integration
Integration
Lead
Lead
Fink
PamFink
Pam
Budget
Budget
Integration
Integration
Lead
Lead
Becker
LisaBecker
Lisa
SHARP
SHARP
Integration
Integration
Lead
Lead
Budget
Budget
Integration
Integration
Member
TeamMember
Team
#1
#1
SHARP
SHARP
Integration
Integration
Member
TeamMember
Team
#1
#1
Business
Business
Intelligence/DW
Intelligence/DW
Lead
Lead
Hemmen
Vicki Hemmen
Vicki
Team
Technical Team
Technical
Manager
Manager
TBD
TBD
Communications
Communications
Lead
Lead
Training
Training
Member
TeamMember
Team
#1
#1
Training,
Mgmt,Training,
Change Mgmt,
Change
Communications &&
Communications
Mgr
Team Mgr
Desk Team
HelpDesk
Help
Guerrero
Connie Guerrero
Connie
Training
Training
Lead
Lead
Training
Training
Member
TeamMember
Team
#2
#2
Desk
HelpDesk
Help
Lead
Lead
Training
Training
Member
TeamMember
Team
#3
#3
Positions Filled
Positions Posted
Positions to-be Filled
8
Project Staffing
ProjectDirector
Director
Project
Kent Olson
Olson
Kent
Deputy
Project
Director
Deputy Project Director
PeggyHanna
Hanna
Peggy
ProjectMgmt
Mgmt
Project
Office
Office
Mike Purcell
Purcell
Mike
Implementation
Implementation
Manager
Manager
GarySchneider
Schneider
Gary
ProjectSupport
SupportStaff
Staff
Project
Muriah Baker
Baker
Muriah
Stakeholder
Input
QA/Test
QA/Test
Lead
Lead
Agency/Regents
Agency/Regents
Integration
Integration
Lead
Lead
TBD
TBD
Finance Team
Team
Finance
Mgr
Mgr
AnnetteWitt
Witt
Annette
Security
Security
Lead
Lead
Security
Security
TeamMember
Member
Team
#1
#1
Security
Security
TeamMember
Member
Team
#2
#2
Central Agency
Agency
Central
Integration
Integration
Lead
Lead
PamFink
Fink
Pam
SysAdmin
Admin&&
Sys
BuildTeam
TeamLead
Lead
Build
Training
Training
TeamMember
Member
Team
#1
#1
Training
Training
TeamMember
Member
Team
#2
#2
Business
Business
Intelligence/DW
Intelligence/DW
Lead
Lead
Vicki Hemmen
Hemmen
Vicki
Reports
Reports
Development
Development
Team
Lead
Team Lead
Reports
Reports
Development
Development
Team
Member
Team Member
#1
#1
Reports
Reports
Development
Development
Team
Member
Team Member
#2
#2
Technical Team
Team
Technical
Manager
Manager
TBD
TBD
Change Mgmt,
Mgmt,Training,
Training,
Change
Communications &&
Communications
HelpDesk
Desk Team
Team Mgr
Mgr
Help
Connie Guerrero
Guerrero
Connie
Data
Data
Conversion
Conversion
Coordinator
Coordinator
Development
Development
TeamMember
Member
Team
#1
#1
Development
Development
TeamLead
Lead
Team
Development
Development
TeamMember
Member
Team
#2
#2
Development
Development
TeamMember
Member
Team
#3
#3
Positions Filled
Positions Posted
Positions to-be Filled
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Chart of Accounts Survey

Ninety-four agencies participated – Excellent Response – Thanks!

Asked STARS user agencies to help:
•
Identify reporting needs currently unmet
•
Identify specific data elements and hierarchy structures needed
•
Identify areas where greater flexibility is needed – optional/agency specific
data elements
•
Develop recommendations for the FMS Chart of Accounts

Survey was created by a Chart of Accounts workgroup comprised of
agency and central staff

Distributed in late March with responses due by April 8th

Survey was an opportunity for input into the design process
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Chart of Accounts Survey Results
Does the STARS COA meet your needs for
reporting financial transactions?
60
Does your agency utilize an (agency-specific)
enhanced COA for recording and reporting
transactions in an internal system?
52
41
40
20
1
0
Yes
No
No
Response
60
40
20
0
51
41
2
Yes
No
No
Response
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Chart of Accounts Survey Results
Does your organization need to track and
report financial information at multiple levels
of the organization?
60
Does your agency have a need to track and
report financial information by location?
40
40
40
20
20
0
0
Yes
55
60
54
No
24
15
Always
Sometimes
Never
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Chart of Accounts Survey Results
Does your agency receive grants?
For agencies receiving grants, how is grantrelated financial information tracked?
60
50
60
42
38
40
27
24
40
20
4
Yes
No
No Response
th
er
O
R
TA
S
0
In
2
Ag
en
cy
S
20
sy
Sp
st
em
re
ad
sh
ee
ts
or
D
Bs
0
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Chart of Accounts Survey Results
Does your agency track projects?
For agencies tracking projects how is projectrelated financial information tracked?
80
53
60
62
60
40
31
22
20
40
5
29
No
No Response
th
er
O
R
Yes
S
TA
0
In
3
Ag
en
cy
S
20
sy
Sp
st
em
re
ad
sh
ee
ts
or
D
Bs
0
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Chart of Accounts Survey Results
For agencies required to produce agencywide GAAP financial statements, what is the
source of the requirement?
Is your agency required to produce agencywide GAAP financial statements?
80
69
20
15
60
12
11
10
3
5
40
Yes
No
al
l
rb
oa
rd
m
gm
to
Ag
en
cy
0
Fe
de
r
le
gi
sl
at
io
n
St
at
e
20
eg
is
la
tio
n
0
25
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Chart of Accounts Survey Results
Does the STARS COA adequately support
your agency's cost allocation and cost
accounting needs?
Would you be interested in attending a small
group discussion regarding COA issues?
80
80
60
60
57
48
39
40
40
31
20
20
7
6
0
0
Yes
No
No Response
Yes
Not Needed
No Response
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“Prototype” Chart of Accounts
A prototype chart of accounts with a crosswalk from
STARS is provided below. (SHARP uses the PS
Department chartfield.)
STARS
Agency
Division
Fund
Object
PCA
Budget Fiscal Year
n/a
n/a
PeopleSoft
=> Business Unit
=> Department
=> Fund
=> Account
=> Program
=> Budget Reference
=> Project
=> Activity
Two additional optional (agency-specific) chartfields will probably be
included.
17
Discussion/Questions
For additional information on the project, please see
the project website: http://www.da.ks.gov/ar/fms/
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