Financial Systems Integration

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Financial Systems Integration"

Transcription

1 Finance & Administration Committee Action Item III-A May 13, 2010 Financial Systems Integration

2 Washington Metropolitan Area Transit Authority Board Action/Information Summary Action Information MEAD Number: Resolution: Yes No TITLE: Financial Systems Integration Project PURPOSE: To obtain Board approval to initiate and award, under GSA or through competitive procurements, contracts to implement the Financial Systems Integration Project for better integration and optimization of current applications, subject to the Board`s annual approval of the operating and capital budget and the receipt of the funds. DESCRIPTION: WMATA implemented PeopleSoft`s Enterprise Systems (Financial and Human Resource) in 2005 expecting to have fully integrated, cost-effective business systems that provide timely and accurate information in a centralized, usable format; eliminating unnecessary manual touch points and incorporating best business practices. That goal was not fully realized. Although the system overall is functional it requires manual intervention and data corrections to ensure data integrity and the current processes do not line up with best business practices to allow the efficiencies supported by an enterprise system. This lengthens the time it takes to perform transactions including procurement, payable, revenue and receivable as well as project management and reporting and analytical activities. Since 2005 Metro has undertaken a series of projects to update the necessary hardware, infrastructure and system change management processes to support this enterprise system. In February 2010 an assessment of the Financial system components was completed. The findings in this first phase were that the system itself is functional but in need of upgrade and overall re-integration and rearchitecture of certain modules for optimal system performance. An assessment of the Human Resource Components is currently underway and scheduled for completion in September This request relates to the implementation of the assessment recommendations for the financial components. It will allow Metro to perform the upgrade and the re-integration and re-build required to optimize the financial applications of this enterprise system. This will also allow Metro to correct control weaknesses identified in its single audit reports that relate to the manual intervention required as a result of the lack of integration and of certain modules in the current system configuration. FUNDING IMPACT:

3 Action for Multi-Year Funded Contract Capital Improvement Program Financial Systems Integration ARRA- FY 2010 Metro Matters - Financial Systems Information Technology Budget: Integration (CL_FNSY) UCN (CE_ITUP) $5,000,000 $21,046,484 This Action: $4,743,200 $4,256,800 Prior Approval: $256,800 $13,394,469 Remaining Budget: 0 $3,395,215 Additional funding for this project is included in the proposed FY2011 capital program. The budget Remarks: and funding beyond FY2010 are subject to approval by the Board Positions: The goal is that although there will be some realignment there should not be an increase Operating Budget Annual Expense: This process should streamline Impact: processes including procurement, payment and receivable processes. RECOMMENDATION: To approve the initiation and award, under GSA or through competitive procurements, contracts to implement the Financial Systems Integration Project for better integration and optimization of current applications, subject to the Board`s annual approval of the operating and capital budget and the receipt of funds.

4 Financial i Systems Integration ti Project (FSI) Finance and Administration Committee May 13, 2010

5 Purpose Approval to: Initiate and award contracts to implement the Financial Systems Integration project for better integration and optimization of current applications.

6 Enterprise Systems - Background 2010 Need: Upgrade and better integration for 2010 Need: Upgrade and better integration for optimal system performance

7 Approach to Integrating Financial Systems Assess Current State Completed Finance, Starting HR Focus On Business Process, Technology, Operations Plan/Organize Build Internal Metro Team, Select Integration Partner, Engage All Parties Execute Change Upgrade And Integrate t Systems, Update/Strengthen th Policies, Train Workforce On New Business Processes

8 2010 PeopleSoft Suite Current Modules Financials Human Capital Financial Management Payroll Accounts General Accounts Receivable Ledger Payable Time & Labor Payroll Compensation & Benefits Cash Management Fixed Assets Commitment Control Supply Change Management Contracts Procurement Project Costing Billing Strategic Sourcing Recruitment Performance Management Human Resources Training Absence Management Labor Relations Workforce Administration Enterprise Performance Budget Analytics Data Warehouse Customer Relationship Customer Service Contact Center Current Future

9 Financial Systems Assessment Findings Technical Capabilities Hardware, infrastructure, change management procedures are adequate Disaster recovery procedures and documentation ti needs improvement Automation Budgets, cash management, procure-to-pay processes are manually intensive due to complexity Data Value and Data Integrity System inefficiencies cause manual intervention and data corrections in budgets, cash management, general ledger and grants management Integration Lack of integration and comparison to best business practices highlight a need to improve finance operational processes

10 Operational Challenges and Remedy Challenge Constant reorganization Focus on technical management and solutions Severe issues with data value Complex budgeting and cost tracking process Significant workflow and data issues Highly manual, inconsistent Procurement and payables process Remedy Plan reorganizations to maintain consistent processes, reporting and information standards Focus on business process and functional use of PeopleSoft solution Establish data standards at source of transaction Decentralize capital cost tracking at operational units enforcing accountability Establish clear roles and responsibilities for procurement and inventory control functions Simplify capital request and approval (MEAD) process and automate manual interactions between inventory and accounting systems

11 Enterprise Solutions Group - Organization Key Requirements for Success: - Consistent executive leadership - Cross-functional participation from Finance, HR, IT and Operations departments - Execute project based on IT governance methodology and IG recommended standards - Dedicated project team augmented with skilled contracted resources

12 Considerations in Selection of Implementer Speed of implementation Unless the implementer is in place by June 2010, there is a high risk that the project rollout will be delayed into FY2013, prolonging closure of existing audit issues Contractor track record of success in PeopleSoft re-architecture projects Seek references from other government entities in similar states of crisis Knowledge of Metro culture and challenges Fixed price, milestone-based contract structure

13 Funding Funding requirement in FY2011 for FSI project to meet the July 1, 2012 implementation date is $12 million Includes $4.7 million of ARRA funding $3.0 million is for the Metro staffed project organization $9.0 million is for outside contracts

14 Recommendation Approval to: Initiate and award contracts to implement the Financial Systems Integration project for better integration and optimization of current applications.

15 APPENDIX

16 Glossary of Terms ERP Systems (Enterprise Resource Planning) - a way to integrate data and processes of an organization into one single system. Most ERP systems use a common database to store data for various functions found throughout the organization Stand-Alone Application- a computer system that is operational, is not connected to any other system and functions independently System Integrator - a person or company that specializes in bringing together various subsystems into a whole and ensuring that those subsystems function together as one COTS Product - commercial, off the shelf, ready-made software Business Process - a collection of related, structured activities that produce a specific service or product (serve a particular goal) for particular customers. It often can be visualized with a flowchart as a sequence of activities. PS-Maximo Integration - the flow of data between Metro s accounting, procurement and inventory management system

17 Glossary of Terms (cont.) Procure to Pay - the process of obtaining and managing all raw materials needed for running Operations. This cycle starts with the source selection, followed by procurement of goods and services. Demand for items are converted to procurement requirements through purchase orders and confirmation of goods receipt. The incoming materials are then inspected and posted into inventory as part of managing the warehouse. The last activity in this cycle is payment of the suppliers which consists of receiving, entering and checking vendor's invoice for correctness.

18 z Future State of Financial Systems Area Current Issues Desired State General Ledger - Fixed Assets On out-dated mainframe, no integration with any other system Becomes part of enterprise financial system, retire mainframe General Ledger - Allocations General Ledger- Monthly closing High volume and complex Compensate for poor data quality with highly manual, labor intensive process Streamlined process, spread across organization Integrates with revenue systems, labor cost and receipts; improve data quality with control accounts Position Budgeting Budgeting is performed at Integrates with HR position FTE rather than by positions management to properly reflect budgeted positions and retire the exchange of PCN process

19 z Future State of Financial Systems (cont.) Area Current Issues Desired State Grants management Capital projects Managed by spreadsheets and manual, ad-hoc process Reliant of General Ledger for full project cost; no easy way to calculate work-in-progress End-to-end grants management by implementing four unused modules of current financial system Capture and report on all cost by implementing the project costing portion of the system properly Accounts payable, Every process requires Best practice methods Accounts receivable, cash, revenue manual intervention and multiple corrections understood and implemented; workforce uses systems accurately Purchasing integration with Inventory system Interface issues cause errors in both systems Clear ownership established for all source transactions and automation corrected in the purchasing system

20 Financial Systems - Road map Assessment complete (Feb 2010) Pre-upgrade tasks to mitigate risk (Mar 2010 Dec 2010) Create business architecture maps (June 2010) Database and PeopleTools upgrade (May 2010) Formation of Enterprise Solutions project team (June 2010 Milestone) Re-architecture effort begins (June 2010 to July 1, 2011 Milestone) Stabilization and support period (July 2011 to June 2012) Milestone Project completion and ability to make ROI-based decisions

Enterprise Financial Management: ERP for Small and Mid-market Companies

Enterprise Financial Management: ERP for Small and Mid-market Companies Delivering Oracle Success Enterprise Financial Management: ERP for Small and Mid-market Companies Deb Morton December 7, 2011 Agenda Business Case Representative Company Profile Legacy Issues Evaluate

More information

2009 NASCIO Recognition Awards Page 2 of 7

2009 NASCIO Recognition Awards Page 2 of 7 State of Oklahoma 2009 NASCIO Recognition Awards Nomination Statewide ERP Implementation Office of State Finance Nominating Category: Enterprise IT Management Initiatives Lead, Support, Serve B. Executive

More information

Program Summary. Criterion 1: Importance to University Mission / Operations. Importance to Mission

Program Summary. Criterion 1: Importance to University Mission / Operations. Importance to Mission Program Summary DoIT provides and supports the infrastructure and custom development for NIU s core human resources system: The PeopleSoft Human Resources Management System (PS- HR) provides core functionality

More information

NASCIO. Improving State

NASCIO. Improving State NASCIO 2011 Nomination Submission Improving State Operations Initiative The State of Tennessee Project Edison, State of Tennessee s ERP solution Project Manager: Stephanie Dedmon 1 Executive Summary The

More information

Shared Services Defined

Shared Services Defined Shared Services 101 Shared Services Defined The objective of Shared Services is to optimize the delivery of costeffective, flexible, quality services to all clients. Combines the Best of Both Models: Scale

More information

STUDY SAGA - JAT AIRWAYS

STUDY SAGA - JAT AIRWAYS CASE STUDY SAGA - JAT AIRWAYS Jat Airways: Oracle E-Business Suite by Implementation of ERP System in Jat Airways: Oracle E-Business Suite About Oracle E-Business Suite and Avizo Oracle E-Business Suite

More information

Program Summary. Criterion 1: Importance to University Mission / Operations. Importance to Mission

Program Summary. Criterion 1: Importance to University Mission / Operations. Importance to Mission Program Summary DoIT supports and provides the infrastructure and custom development for NIU s core financial systems: PeopleSoft Financial Management (PS- FMS) provides financial information to over 200

More information

Blueprint for Selecting Improvement Approach

Blueprint for Selecting Improvement Approach Kenan-Flagler Business School State of North Carolina Business Systems Infrastructure Study Phase II Blueprint for Selecting Improvement Approach Executive Summary January 5, 2004 Business Case www.osc.state.nc.us

More information

Oracle Cloud Been there, Done that!

Oracle Cloud Been there, Done that! Oracle Cloud Been there, Done that! What we have heard today Can we upgrade from 11i or R12 to Fusion? (sure lets call it Cloud) Oracle Cloud has many flavors Fusion (ERP, HCM etc), licensing (SaaS model),

More information

Human Capital Update

Human Capital Update Finance & Administration Committee Information Item IV-A July 10, 2014 Human Capital Update Washington Metropolitan Area Transit Authority Board Action/Information Summary Action Information MEAD Number:

More information

ACHIEVING OPERATIONAL EXCELLENCE AND CUSTOMER INTIMACY: ENTERPRISE APPLICATIONS

ACHIEVING OPERATIONAL EXCELLENCE AND CUSTOMER INTIMACY: ENTERPRISE APPLICATIONS ACHIEVING OPERATIONAL EXCELLENCE AND CUSTOMER INTIMACY: ENTERPRISE APPLICATIONS Content How do enterprise systems help businesses achieve operational excellence? How do supply chain management systems

More information

Software Industry KPIs that Matter

Software Industry KPIs that Matter Software Companies Run Better on NetSuite. Software Industry KPIs that Matter Sponsored by Improved Results from Businesses Like Yours Business Visibility 360 o Visibility & Actionable Insight Increased

More information

idocuments Solutions Overview Enterprise financial management & workforce solutions www.idocuments.net June 2015

idocuments Solutions Overview Enterprise financial management & workforce solutions www.idocuments.net June 2015 idocuments Enterprise financial management & workforce solutions Solutions Overview June 2015 Sy na nt i x Ltd. All r ig ht s r es er ved. P a g e 1 17 Contents Introducing idocuments... 3 Mobile Approvals

More information

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved. 1 This Isn t Your Parent s PeopleSoft: PeopleSoft Today and Tomorrow Marc Weintraub Senior Director, PeopleSoft Product Strategy 2 Safe Harbor Statement The following is intended to outline our general

More information

FINANCIALS CLOUD. Justin Ossola Financial Solutions Consultant Oracle Applications Copyright 2013, Oracle and/or its affiliates. All rights reserved.

FINANCIALS CLOUD. Justin Ossola Financial Solutions Consultant Oracle Applications Copyright 2013, Oracle and/or its affiliates. All rights reserved. FINANCIALS CLOUD 1 Justin Ossola Financial Solutions Consultant Oracle Applications Solutions Consultant ERP/Financials Cloud U.S. Naval Academy (BS); Georgetown University (MBA) ERP Implementation Experience

More information

Enterprise Resource Planning (ERP) Program: Overview and Status Update

Enterprise Resource Planning (ERP) Program: Overview and Status Update Enterprise Resource Planning (ERP) Program: Overview and Status Update Human Resources (HR), Finance & Property Services (FPS), and Information Technology (IT) Departments For the Council Committee of

More information

U.S. Nuclear Regulatory Commission

U.S. Nuclear Regulatory Commission U.S. Nuclear Regulatory Commission 2011 Data Center Consolidation Plan and Progress Report Version 2.0 September 30, 2011 Enclosure Contents 1 Introduction... 2 2 Agency Goals for Data Center Consolidation...

More information

Metro Whistleblower Policy

Metro Whistleblower Policy Policy, Program, Development & Intergovernmental Relations Committee Board Action Item II-A April 8, 2010 Metro Whistleblower Policy Washington Metropolitan Area Transit Authority Board Action/Information

More information

Washington Metropolitan Area Transit Authority Board Action/Information Summary

Washington Metropolitan Area Transit Authority Board Action/Information Summary Washington Metropolitan Area Transit Authority Board Action/Information Summary Action Information MEAD Number: 100006 Resolution: Yes No TITLE: Enterprise GIS PURPOSE: The purpose of this action is to

More information

ATTACHMENT II - WRITTEN PROPOSAL RESPONSE AND GUIDELINES

ATTACHMENT II - WRITTEN PROPOSAL RESPONSE AND GUIDELINES ATTACHMENT II - WRITTEN PROPOSAL RESPONSE AND GUIDELINES RFP#CON2014-18 Attachments I through VI from the Response Teams will be evaluated and scored (1000 points total) in accordance with the criteria

More information

Finance & Administration Committee Information Item IV-B May 9, 2013 Human Capital Plan

Finance & Administration Committee Information Item IV-B May 9, 2013 Human Capital Plan Finance & Administration Committee Information Item IV-B May 9, 2013 Human Capital Plan Page 56 of 71 Washington Metropolitan Area Transit Authority Board Action/Information Summary Action Information

More information

Below are the Authorities responses to inquires received with respect to the above-referenced Request for Proposal ( RFP ).

Below are the Authorities responses to inquires received with respect to the above-referenced Request for Proposal ( RFP ). January 14, 2010 TO ALL PROPOSERS: RE: Request for Proposal New Jersey Turnpike Authority The Upgrade and Enhancement of the PeopleSoft Financial System And Optional PeopleSoft Financial System for South

More information

26/10/2015. Enterprise Information Systems. Learning Objectives. System Category Enterprise Systems. ACS-1803 Introduction to Information Systems

26/10/2015. Enterprise Information Systems. Learning Objectives. System Category Enterprise Systems. ACS-1803 Introduction to Information Systems ACS-1803 Introduction to Information Systems Instructor: Kerry Augustine Enterprise Information Systems Lecture Outline 6 ACS-1803 Introduction to Information Systems Learning Objectives 1. Explain how

More information

Microsoft Dynamics AX 2012 R2 New Features*

Microsoft Dynamics AX 2012 R2 New Features* Microsoft Dynamics AX 2012 R2 New Features* *For detailed descriptions of the features or more information about Microsoft Dynamics AX 2012, please contact Intelligent Systems Bulgaria. Functional area

More information

MD AOC Project Introduction to PeopleSoft

MD AOC Project Introduction to PeopleSoft Insert Pictures that represent Customer on Master slide MD AOC Project Introduction to PeopleSoft PeopleSoft Vendor Management Agenda Introduction Session Objectives PeopleSoft Overview Key Features Business

More information

Board Update. Performance Management Activities

Board Update. Performance Management Activities Board Update Performance Management Activities May 2007 Purpose of Today s Meeting Update Board Members Share Scope, Plans & Results» Benchmarking & Performance Improvement» Compliance Activities 1 Chugach

More information

P D E C. Information Technology ReNEWal Program Review. Administration Committee by Information Technology ReNEWal Program (ITRP) October 6, 2005

P D E C. Information Technology ReNEWal Program Review. Administration Committee by Information Technology ReNEWal Program (ITRP) October 6, 2005 Washington Metropolitan Area Transit Authority Information Technology ReNEWal Program Review P D E C Presented to the Board of Directors: Administration Committee by Information Technology ReNEWal Program

More information

CHOOSING YOUR CONTINGENT WORKFORCE MODEL & BUILDING THE BUSINESS CASE

CHOOSING YOUR CONTINGENT WORKFORCE MODEL & BUILDING THE BUSINESS CASE CHOOSING YOUR CONTINGENT WORKFORCE MODEL & BUILDING THE BUSINESS CASE According to Careerbuilder s national survey, employers recently indicated that contingent hiring is expected to increase 10 percent

More information

NSD ERP - Integrated Solutions NSD ERP SYSTEM. Flow chart. Copyright 2009 NSD, All rights reserved

NSD ERP - Integrated Solutions NSD ERP SYSTEM. Flow chart. Copyright 2009 NSD, All rights reserved Integrated Applications System Flow chart is an Integrated Applications System We prepared this document, asanoverview, in order to give you a bi briefidea about the Flowchart ( integration ti ) of the

More information

The Real ROI from Microsoft Dynamics AX

The Real ROI from Microsoft Dynamics AX RESEARCH NOTE October 2004 ROI ANALYSIS YOU CAN TRUST TM The Real ROI from Microsoft Dynamics AX THE BOTTOM LINE Independent research conducted by Nucleus showed that 75 percent of Microsoft Business Solutions-Axapta

More information

REPORT 2014/001 INTERNAL AUDIT DIVISION. Audit of information and communications technology help desk operations at United Nations Headquarters

REPORT 2014/001 INTERNAL AUDIT DIVISION. Audit of information and communications technology help desk operations at United Nations Headquarters INTERNAL AUDIT DIVISION REPORT 2014/001 Audit of information and communications technology help desk operations at United Nations Headquarters Overall results relating to the adequacy and effectiveness

More information

Enterprise Resource Planning. Dr. Chawalit Jeenanunta

Enterprise Resource Planning. Dr. Chawalit Jeenanunta Enterprise Resource Planning Dr. Chawalit Jeenanunta Chapter Objectives Name a business's main areas of operation. Differentiate a business process from a business function. Identify the kinds of data

More information

California Department of Corrections and Rehabilitation Enterprise Information Services. Business Information System Project

California Department of Corrections and Rehabilitation Enterprise Information Services. Business Information System Project California Department of Corrections and Rehabilitation Enterprise Information Services Business Information System Project Initiation: January 2001 Completion: December 2012 2013 NASCIO Recognition Award

More information

KANSAS CITY, MISSOURI RESPONSES TO THE FISCAL YEAR 2013 AUDIT MANAGEMENT LETTER

KANSAS CITY, MISSOURI RESPONSES TO THE FISCAL YEAR 2013 AUDIT MANAGEMENT LETTER KANSAS CITY, MISSOURI RESPONSES TO THE FISCAL YEAR 2013 AUDIT MANAGEMENT LETTER Material Weaknesses (0) No material weaknesses were reported for FY 2013. Significant Deficiencies (1) Grant Receivable Accounting

More information

January 24, 2001 Audit Report No. 01-003. Implementation of Release I of the Corporate Human Resources Information System

January 24, 2001 Audit Report No. 01-003. Implementation of Release I of the Corporate Human Resources Information System January 24, 2001 Audit Report No. 01-003 Implementation of Release I of the Corporate Human Resources Information System Federal Deposit Insurance Corporation Washington, D.C. 20434 Office of Audits Office

More information

Agency Insight: EE1 Business Processes, Assets, and Projects October 9, 2014

Agency Insight: EE1 Business Processes, Assets, and Projects October 9, 2014 Agency Insight: EE1 Business Processes, Assets, and Projects October 9, 2014 Session Agenda Introduction Asset Lifecycle Management Managing Projects in SFS with ESA Business Process Impacts Question and

More information

ACQUISITION OF SOFTWARE AND SERVICES TO SUPPORT THE CORPORATE HUMAN RESOURCES INFORMATION SYSTEM

ACQUISITION OF SOFTWARE AND SERVICES TO SUPPORT THE CORPORATE HUMAN RESOURCES INFORMATION SYSTEM ACQUISITION OF SOFTWARE AND SERVICES TO SUPPORT THE CORPORATE HUMAN RESOURCES INFORMATION SYSTEM Audit Report No. 00-011 March 30, 2000 OFFICE OF AUDITS OFFICE OF INSPECTOR GENERAL Federal Deposit Insurance

More information

Financial Close Optimization: Five Steps for Identifying and Resolving Systems and Process Inefficiencies

Financial Close Optimization: Five Steps for Identifying and Resolving Systems and Process Inefficiencies Financial Close Optimization: Five Steps for Identifying and Resolving Systems and Process Inefficiencies Introduction A recent survey by the Institute of Management Accountants found that financial closing

More information

<Insert Picture Here> Looking to Reduce Operating Costs? Automate Your Expense Processing with PeopleSoft Travel and Expenses 9.1

<Insert Picture Here> Looking to Reduce Operating Costs? Automate Your Expense Processing with PeopleSoft Travel and Expenses 9.1 Looking to Reduce Operating Costs? Automate Your Expense Processing with PeopleSoft Travel and Expenses 9.1 Louise Eason Oracle Corporation June 21, 2010 Safe Harbor Statement The

More information

Performance Audit Concurrent Review: ERP Pre-Solicitation

Performance Audit Concurrent Review: ERP Pre-Solicitation Performance Audit Concurrent Review: ERP Pre-Solicitation April 2002 City Auditor s Office City of Kansas City, Missouri 24-2001 April 10, 2002 Honorable Mayor and Members of the City Council: We conducted

More information

INFORMATION TECHNOLOGY: Reservation System Infrastructure Updated, but Future System Sustainability Remains an Issue

INFORMATION TECHNOLOGY: Reservation System Infrastructure Updated, but Future System Sustainability Remains an Issue INFORMATION TECHNOLOGY: Reservation System Infrastructure Updated, but Future System Audit Report OIG-A-2015-010 May 19, 2015 This page intentionally left blank. NATIONAL RAILROAD PASSENGER CORPORATION

More information

Managed Solution. for Staffing Industry

Managed Solution. for Staffing Industry Managed Solution for Staffing Industry Abstract As staffing industries are being challenged with revenue growth, the focus area for them is to reduce their back office costs continually, streamline the

More information

The Department of the Treasury s HR Connect Human Resources System Was Not Effectively Implemented. February 2005. Reference Number: 2005-10-037

The Department of the Treasury s HR Connect Human Resources System Was Not Effectively Implemented. February 2005. Reference Number: 2005-10-037 The Department of the Treasury s HR Connect Human Resources System Was Not Effectively Implemented February 2005 Reference Number: 2005-10-037 This report has cleared the Treasury Inspector General for

More information

Oracle E-Business Suite and Oracle Cloud: Practical Coexistence Scenarios

Oracle E-Business Suite and Oracle Cloud: Practical Coexistence Scenarios Oracle E-Business Suite and Oracle Cloud: Practical Coexistence Scenarios Nadia Bendjedou Senior Director, Product Strategy E-Business Suite Development Oracle Corporation Safe Harbor Statement The following

More information

SHARED SERVICES CAPITAL - CORNERSTONE

SHARED SERVICES CAPITAL - CORNERSTONE Filed: May, 0 EB-0-00 Exhibit D Schedule Page of SHARED SERVICES CAPITAL - CORNERSTONE.0 OVERVIEW The Cornerstone Project is part of the overall information technology ( IT ) strategy to replace several

More information

MAC McCallick Accounting & Consulting 650 North Rose Drive #175 Placentia, Ca 92870 www.mac-cpa.biz 714-349-2502 www.nonprofit-connect.

MAC McCallick Accounting & Consulting 650 North Rose Drive #175 Placentia, Ca 92870 www.mac-cpa.biz 714-349-2502 www.nonprofit-connect. MAC McCallick Accounting & Consulting 650 North Rose Drive #175 Placentia, Ca 92870 www.mac-cpa.biz 714-349-2502 www.nonprofit-connect.com July 14, 2010 Phil Anthropy Sample Non-Profit 1100 Charity Way

More information

PeopleSoft Component Global Price List July 16, 2015 Software Investment Guide

PeopleSoft Component Global Price List July 16, 2015 Software Investment Guide Prices in USA (Dollar) PeopleSoft Component Global Price List July 16, 2015 Software Investment Guide only. Subject to change without notice. 1 of 10 PeopleSoft Component Global Price List Prices in USA

More information

Program and Budget Committee

Program and Budget Committee E WO/PBC/21/12 ORIGINAL: ENGLISH DATE: JULY 1, 2013 Program and Budget Committee Twenty-First Session Geneva, September 9 to 13, 2013 PROGRESS REPORT ON THE IMPLEMENTATION OF A COMPREHENSIVE INTEGRATED

More information

Comparing Fax Servers to Outsourced Messaging Services. April 28, 2005

Comparing Fax Servers to Outsourced Messaging Services. April 28, 2005 Comparing Fax Servers to Outsourced Messaging Services April 28, 2005 Comparing Fax Servers to Outsourced Messaging Services Abstract Faxes are embedded into the workflow of many business processes: in

More information

Microsoft Dynamics AX Core ERP Features and Business Processes

Microsoft Dynamics AX Core ERP Features and Business Processes Microsoft Dynamics AX 2012 Core ERP Features and Business Processes Table of Contents Introduction to Microsoft Dynamics AX... 3 Accounts Payable... 3 Accounts Receivable... 4 General Ledger... 5 Budgeting...

More information

Cloud Solutions for Bigger Business

Cloud Solutions for Bigger Business Cloud Solutions for Bigger Business Cloud Solutions for Bigger Business MYOB Advanced is set to transform the way larger Australian and New Zealand businesses work. MYOB Advanced Business is a cloud based

More information

Request for Expression of Interest (EOI) Contract Assembly & Management System (s) (CAMS)

Request for Expression of Interest (EOI) Contract Assembly & Management System (s) (CAMS) Request for Expression of Interest (EOI) Contract Assembly & Management System (s) (CAMS) 1. Introduction: The Washington Metropolitan Area Transit Authority (METRO) seeks industry information about commercial

More information

www.pwc.com PwC The Path Forward for Data Analysis and Continuous Auditing May 2011

www.pwc.com PwC The Path Forward for Data Analysis and Continuous Auditing May 2011 www.pwc.com The Path Forward for Data Analysis and Continuous Auditing May 2011 Agenda What are we hearing in the market? The CA Maturity Path Where to start? What is the difference between CA & CCM? Best

More information

Concepts in Enterprise Resource Planning. 2 nd Edition. Business Functions, Processes, and Data Requirements

Concepts in Enterprise Resource Planning. 2 nd Edition. Business Functions, Processes, and Data Requirements Concepts in Enterprise Resource Planning 2 nd Edition Business Functions, Processes, and Data Requirements Chapter Objectives Name a business's main areas of operation. Differentiate a business process

More information

SECOND QUARTERLY REPORT

SECOND QUARTERLY REPORT TASK FORCE APPROVED FLORIDA FINANCIAL MANAGEMENT INFORMATION SYSTEM ENTERPRISE RESOURCE PLANNING INTEGRATION TASK FORCE SECOND QUARTERLY REPORT to facilitate the successful and efficient integration of

More information

IBM Tivoli Asset Management for IT

IBM Tivoli Asset Management for IT Cost-effectively manage the entire life cycle of your IT assets IBM Highlights Help control the costs of IT assets with a single product installation that tracks and manages hardware, software and related

More information

Sage ERP I White Paper. 7 Steps to Building a Business Case for ERP

Sage ERP I White Paper. 7 Steps to Building a Business Case for ERP I White Paper 7 Steps to Building a Business Case for ERP Table of Contents Executive Summary.. 3 The Need to Align ERP Technology with the Business.. 3 Building the Business Case for ERP.. 3 1. Describe

More information

The State of Oregon. Department of Procurement Services Issues the Following

The State of Oregon. Department of Procurement Services Issues the Following The State of Oregon Department of Procurement Services Issues the Following Request for Information (RFI) # DASPS-2346-15 For The Oregon Enterprise-wide Human Resource Information System Project Single

More information

SAP Best Practices for SAP S/4HANA Scope 1511 Cloud Project Services Edition Business Priority view. last update:

SAP Best Practices for SAP S/4HANA Scope 1511 Cloud Project Services Edition Business Priority view. last update: SAP Best Practices for SAP S/4HANA Scope 1511 Cloud Project Services Edition Business Priority view last update: 2015-11-11 SAP Best Practices for Cloud Project Services edition 2015 Value Proposition

More information

ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM

ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM Yousef Awwad, CPA Deputy Superintendent Operations Karla Soto Chief Financial Officer Delivering Excellence in Education Every Day Grow Reach Succeed Agenda Introduction

More information

What are the systems to implement for Public Sector?

What are the systems to implement for Public Sector? 1- GOVERNMENTAL SECTOR DEPARTMENT With the introduction of many new ERP companies in the region, the specialization in vertical sectors is becoming a necessity. With our experience in automating government

More information

Campbell s Journey to Invoice Automation. Joyce Couts, Manager, Business Payment Services Jeff Nowlin, Sr. Manager, Information Technology

Campbell s Journey to Invoice Automation. Joyce Couts, Manager, Business Payment Services Jeff Nowlin, Sr. Manager, Information Technology [ Campbell s Journey to Invoice Automation Joyce Couts, Manager, Business Payment Services Jeff Nowlin, Sr. Manager, Information Technology [ Learning Points Hear why Campbell chose Open Text as their

More information

Review of Huron Consulting Group Report on Efficiency Improvements

Review of Huron Consulting Group Report on Efficiency Improvements OFFICE OF THE INDEPENDENT BUDGET ANALYST REPORT Date Issued: April 4, 2014 IBA Report Number: 14-11 City Council Docket Date: April 8, 2014 Item Number: 332 Review of Huron Consulting Group Report on Efficiency

More information

STRATEGIC SOURCING. Opportunities Exist to Better Manage Information Technology Services Spending

STRATEGIC SOURCING. Opportunities Exist to Better Manage Information Technology Services Spending United States Government Accountability Office Report to Congressional Requesters September 2015 STRATEGIC SOURCING Opportunities Exist to Better Manage Information Technology Services Spending GAO-15-549

More information

Enterprise resource planning for not-for-profits: Aligning people, processes and technology across your organization

Enterprise resource planning for not-for-profits: Aligning people, processes and technology across your organization Enterprise resource planning for not-for-profits: Aligning people, processes and technology across your organization Prepared by: Charles J. Riess, Senior Director, MBA, epmt, McGladrey LLP 212.372.1222,

More information

<Insert Picture Here> PeopleSoft Financial Management Solutions 9.1 and Roadmap into Release 9.2

<Insert Picture Here> PeopleSoft Financial Management Solutions 9.1 and Roadmap into Release 9.2 PeopleSoft Financial Management Solutions 9.1 and Roadmap into Release 9.2 Tom Vassallo Oracle Application Consulting The following is intended to outline our general product direction.

More information

Outsource Managed Services. An Introduction To. November 2010 Safe Computing User Conference

Outsource Managed Services. An Introduction To. November 2010 Safe Computing User Conference Outsource Managed Services An Introduction To November 2010 Safe Computing User Conference Agenda 1. Introduction What is Outsourcing? What can be outsourced? 2. Safe Outsourcing: Business Model & Market

More information

CORPORATE PROFILE www.erbrains.com info@erbrains.com

CORPORATE PROFILE www.erbrains.com info@erbrains.com CORPORATE PROFILE About US ERBrains IT Solutions Pvt Ltd., is an independent IT consulting firm based in Bangalore India, that provides ERP Services, software development, project management, packaged

More information

Approval of Cinder Bed Road Design Build Agreement and Financial Plan

Approval of Cinder Bed Road Design Build Agreement and Financial Plan Finance & Administration Committee Action Item III-A October 14, 2010 Approval of Cinder Bed Road Design Build Agreement and Financial Plan Washington Metropolitan Area Transit Authority Board Action/Information

More information

EDI Modernization Case Studies and Best Practices

EDI Modernization Case Studies and Best Practices Simplify and Accelerate e-business Integration EDI Modernization Case Studies and Best Practices EDI Modernization Drivers External Locations, s, and Services Customers Suppliers / Service Providers Cloud/SaaS

More information

mysap ERP FINANCIALS SOLUTION OVERVIEW

mysap ERP FINANCIALS SOLUTION OVERVIEW mysap ERP FINANCIALS SOLUTION OVERVIEW EFFECTIVE FINANCIAL MANAGEMENT ... IS KEY TO BUSINESS SUCCESS mysap ERP FINANCIALS YOUR BUSINESS, YOUR FUTURE, YOUR SUCCESS mysap ERP is the world s most complete

More information

HRStaffers. Your best resource to strengthen your company. Human Resource Process Solutions. www.hrstaffers.com

HRStaffers. Your best resource to strengthen your company. Human Resource Process Solutions. www.hrstaffers.com HRStaffers Your best resource to strengthen your company. Outplacement Employment Services HR consulting Services has been a leader in the recruiting industry for over twenty-two years. We have met the

More information

NCOE whitepaper Master Data Deployment and Management in a Global ERP Implementation

NCOE whitepaper Master Data Deployment and Management in a Global ERP Implementation NCOE whitepaper Master Data Deployment and Management in a Global ERP Implementation Market Offering: Package(s): Oracle Authors: Rick Olson, Luke Tay Date: January 13, 2012 Contents Executive summary

More information

Broward County. Business Case for ERP

Broward County. Business Case for ERP Broward County Business Case for ERP January 2010 Contents Foreword... 3 Executive Overview... 4 Background... 7 System Assessment... 8 Process Assessment... 9 Current Process Costs... 9 Business Process

More information

About Workday. I started Workday to bring passion and customer focus back to the business of enterprise applications. Real Enterprise Cloud

About Workday. I started Workday to bring passion and customer focus back to the business of enterprise applications. Real Enterprise Cloud About Workday Workday (NYSE: WDAY) provides unified finance, human resources, and student/faculty lifecycle management cloud applications designed for the way people work in today s organizations. Founded

More information

Improving Accounts Payable Processes to Deliver Bottom-Line Cost Savings

Improving Accounts Payable Processes to Deliver Bottom-Line Cost Savings VISA COMMERCIAL SOLUTIONS visa accounts payable automation white paper Improving Accounts Payable Processes to Deliver Bottom-Line Cost Savings Author: Nick Marchetti, Senior Business Leader, Visa Inc.

More information

Washington Metropolitan Area Transit Authority Board Action/Information Summary

Washington Metropolitan Area Transit Authority Board Action/Information Summary Washington Metropolitan Area Transit Authority Board Action/Information Summary Action Information MEAD Number: 100007 Resolution: Yes No TITLE: IT Data Security Assessment PURPOSE: The purpose of this

More information

INFORMATION SYSTEMS SPECIALIST 8 1488

INFORMATION SYSTEMS SPECIALIST 8 1488 INFORMATION SYSTEMS SPECIALIST 8 1488 SERIES DESCRIPTION The INFORMATION SYSTEMS SPECIALIST (ISS) classification series has eight levels that describe technical and professional non-supervisory positions

More information

Enterprise Resource Planning (ERP) II Pre-System Implementation Interim Audit Report. Accounts Payable Module. December 5, 2014. Mayor.

Enterprise Resource Planning (ERP) II Pre-System Implementation Interim Audit Report. Accounts Payable Module. December 5, 2014. Mayor. Enterprise Resource Planning (ERP) II Pre-System Implementation Interim Audit Report Accounts Payable Module Mayor December 5, 2014 Betsy Price Council Members Sal Espino, District 2 W. B. Zimmerman, District

More information

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 1 The Value of PeopleSoft Human Capital Management 9.2 Marc Weintraub Director, PeopleSoft Product Management 2 Safe Harbor Statement The following is intended to outline our general product direction.

More information

Safe Harbor Statement

Safe Harbor Statement Safe Harbor Statement Statements in this presentation relating to Oracle's future plans, expectations, beliefs, intentions and prospects, are "forwardlooking statements" and are subject to material risks

More information

The George Washington University

The George Washington University PMLC Project Management Life Cycle The George Washington University Expense Reporting (eexpense) System Implementation Project Project Transition Document Prepared By: Adam Donaldson Version: 1.2 Date:

More information

Purchased Services Areas of Opportunity:

Purchased Services Areas of Opportunity: Purchased Services Areas of Opportunity: How Texas Children's Hospital Achieved Significant Cost Savings For Its Contract Staffing Purchased Services Presented by Edward M. Lewis, C.P.M., CMRP Supply Chain

More information

Best Practice exensys Asset Purchases

Best Practice exensys Asset Purchases Best Practice exensys Asset Purchases Table of Contents Introduction:... 3 Overview:... 3 Benefits:... 4 Conclusion:... 4 Introduction: Accounting of fixed assets is a complex task. To effectively manage

More information

SMART CRM Desk for Service Sector. Solution for Customer Relationship Mgmt (CRM) in Service Industry

SMART CRM Desk for Service Sector. Solution for Customer Relationship Mgmt (CRM) in Service Industry SMART CRM Desk for Service Sector Solution for Customer Relationship Mgmt (CRM) in Service Industry SMART CRM Desk for Service Sector A unique solution for the aftermarket warranty and service operations,

More information

West Virginia Information Technology Summit 2009. Transforming the Enterprise through ERP. November 3, 2009

West Virginia Information Technology Summit 2009. Transforming the Enterprise through ERP. November 3, 2009 West Virginia Information Technology Summit 2009 Transforming the Enterprise through ERP November 3, 2009 Discussion Topics Introduction What is ERP? Why Implement a Statewide ERP System? Challenges of

More information

S24 - Governance, Risk, and Compliance (GRC) Automation Siamak Razmazma

S24 - Governance, Risk, and Compliance (GRC) Automation Siamak Razmazma S24 - Governance, Risk, and Compliance (GRC) Automation Siamak Razmazma Governance, Risk, Compliance (GRC) Automation Siamak Razmazma Siamak.razmazma@protiviti.com September 2009 Agenda Introduction to

More information

ENTERPRISE MANAGEMENT AND SUPPORT IN THE TELECOMMUNICATIONS INDUSTRY

ENTERPRISE MANAGEMENT AND SUPPORT IN THE TELECOMMUNICATIONS INDUSTRY ENTERPRISE MANAGEMENT AND SUPPORT IN THE TELECOMMUNICATIONS INDUSTRY The Telecommunications Industry Companies in the telecommunications industry face a number of challenges as market saturation, slow

More information

MinePoint 2012 - ERP made for mining built on Microsoft Dynamics AX

MinePoint 2012 - ERP made for mining built on Microsoft Dynamics AX MinePoint 2012 - ERP made for mining built on Microsoft Dynamics AX Today s mining companies need the right platform to grow - operationally and geographically. MinePoint 2012 delivers integrated mine

More information

WHY CONTRACTORS AUTOMATE TIME AND ATTENDANCE

WHY CONTRACTORS AUTOMATE TIME AND ATTENDANCE WHY CONTRACTORS AUTOMATE TIME AND ATTENDANCE FROM A LEADER IN WORKFORCE MANAGEMENT SOLUTIONS www.mitcsoftware.com INTRODUCTION Labor costs are the largest controllable expense for most contractors. Contractors

More information

ACCT341, Chapter 15 Accounting Software

ACCT341, Chapter 15 Accounting Software ACCT341, Chapter 15 Accounting Software Introduction Accounting software Early decades primarily processed bookkeeping transactions Today it has become much more of a mgmt tool customizes financial reports

More information

SEVEN WAYS THAT BUSINESS PROCESS MANAGEMENT CAN IMPROVE YOUR ERP IMPLEMENTATION SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND

SEVEN WAYS THAT BUSINESS PROCESS MANAGEMENT CAN IMPROVE YOUR ERP IMPLEMENTATION SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND SEVEN WAYS THAT BUSINESS PROCESS MANAGEMENT CAN IMPROVE YOUR ERP IMPLEMENTATION SPECIAL REPORT SERIES ERP IN 2014 AND BEYOND CONTENTS INTRODUCTION 3 EFFECTIVELY MANAGE THE SCOPE OF YOUR IMPLEMENTATION

More information

About ERP Software Whitepaper

About ERP Software Whitepaper About ERP Software Whitepaper Many people have heard the term ERP used in a conversation but don t fully understand what it means. This whitepaper will provide information about the processes and advantages

More information

Axis Cloud Collaboration Platform Business Partner Collaboration

Axis Cloud Collaboration Platform Business Partner Collaboration Axis Cloud Collaboration Platform Business Partner Collaboration Axis is an enterprise cloud-delivered collaboration platform for exchanging supply chain, asset & work management data electronically between

More information

Questions & Responses RFP No. 7700 Automated Accounts Payable Processing Solutions

Questions & Responses RFP No. 7700 Automated Accounts Payable Processing Solutions Q1. Is it a mandatory requirement to be an Oracle ebusiness Certified Partner or will you accept proof of successful implementations with Oracle, i.e., can use pre-existing setups and application security

More information

Explore the Possibilities

Explore the Possibilities Explore the Possibilities 2013 HR Service Delivery Forum Best Practices in Data Management: Creating a Sustainable and Robust Repository for Reporting and Insights 2013 Towers Watson. All rights reserved.

More information

Automating payment processes to deliver bottom line cost savings in a weak economy.

Automating payment processes to deliver bottom line cost savings in a weak economy. VISA COMMERCIAL SOLUTIONS payables automation white paper Automating payment processes to deliver bottom line cost savings in a weak economy. Author: Nicholas Marchetti, Senior Business Leader Commercial

More information

PeopleSoft Enterprise Performance Management. Name. Drive World-Class Performance. Title Oracle. Information Age Applications

PeopleSoft Enterprise Performance Management. Name. Drive World-Class Performance. Title Oracle. Information Age Applications PeopleSoft Enterprise Performance Management Drive World-Class Performance Name Title Oracle Information Age Applications Corporate Performance Mgmt From Strategy to Execution User Type Strategic Operational

More information

SUMMARY MINUTES OF THE INFORMATION SYSTEMS ADVISORY COMMITTEE MEETING Friday, September 12, 2014

SUMMARY MINUTES OF THE INFORMATION SYSTEMS ADVISORY COMMITTEE MEETING Friday, September 12, 2014 CITIZENS PROPERTY INSURANCE CORPORATION SUMMARY MINUTES OF THE INFORMATION SYSTEMS ADVISORY COMMITTEE MEETING Friday, The Information Systems Advisory Committee (ISAC) of Citizens Property Insurance Corporation

More information

Interorganizational Systems, ERPs and CRM

Interorganizational Systems, ERPs and CRM Interorganizational Systems, ERPs and CRM Athens University of Economics and Business Department of Management Science and Technology ISTLab/ Wireless Research Center George M. Giaglis giaglis@aueb.gr

More information