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The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 The Treasury Report on Receivables: Transforming a DOS-Based Mainframe System to the Internet.

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Presentation on theme: "The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 The Treasury Report on Receivables: Transforming a DOS-Based Mainframe System to the Internet."— Presentation transcript:

1 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 The Treasury Report on Receivables: Transforming a DOS-Based Mainframe System to the Internet Author: Nicole J. Burton, FMS

2 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Legacy-to-Web Development uEstablishing Criteria for Pilot System uIncorporating Performance Centered Design (PCD) and Usability Testing in Development Process uImplications of Legacy-to-Web Development

3 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Introducing FMS uGovernment’s bookkeeper, Dept. of Treasury uIssue payments uGather financial information uPublish reports uManage Federal debt collection activities

4 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 TROR: A Debt Collection Tool uIn 1996, Congress mandated changes to Debt Collection Improvement Act uExisting Report on Receivables (TROR) changed/existing system antiquated uTROR: Typical legacy data collection and reporting system

5 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 TROR Users u250 users from 90 Federal agencies uAccountants/accounting technicians perform data entry & transmission uFinancial analysts prepare the data on spreadsheets uCFOs validate reports annually uFMS/OMB/Congress review reports

6 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 The Old System uGovernment Operations Accounting Link System (GOALS) u“Green-screen” system requiring dedicated phone lines and modems uData stored in proprietary database accessible to administrator only umore...

7 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 The Old System... uArbitrary interface uConfusing navigation uNo confirmation on transmission uUsers desperate for improvements

8 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Selecting TROR as Pilot Internet System uStand-alone system undergoing revision uSupported an important though not highly visible activity uData not very sensitive uDid not involve issuing payments

9 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Incorporating PCD & Usability Testing into Development Process uIntroduced usability testing at FMS uSite visits, user profiles, task analysis, usability goals uConducted first usability test @ 65-75% uConducted Pilot Test at 5 agencies uFurther refinement uImplementation

10 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 First Test Results uSignificant difficulty entering data uModerate difficulty navigating uDesign used erroneous metaphor uHome Page confusing & unattractive uHated Help system

11 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Redesign uStreamlined the Save/Edit/File Report/View report process (Problem List)(Problem List) uImbedded Save buttons in form uEliminated icons that weren’t clear uReduced dependence on the Part metaphor uMade Part links dynamic uCreated printable 1-page Help sheet at onset of application uImbedded navigation help in the form

12 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Pilot Test at 5 Agencies uFMS, VA, Energy, Education, and FCC (robust & light users) uUsers ran through preparer scenario using own data uHalf-day, timed tasks, moderator/note-taker & timer/note-taker uHow users employ system, workflow arrangements, system skills, desktop configurations

13 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Further Refinement uSystem much better than before uData entry/editing needed more fine-tuning uUsers still ignored Help system uGave users zero-fill option to eliminate errors caused by blank fields uAugmented interface with one-line prompts uDuplicated some of the Help on public FMS Website for analysts

14 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 The New System uHome PageHome Page uSelect EntitySelect Entity uData Submission--Part IData Submission--Part I uData Submission--Part IIData Submission--Part II uData Submission--Part IIIData Submission--Part III uReport SelectionReport Selection uStandard ReportStandard Report

15 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Migrating Legacy Systems

16 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Guidelines for Web Migration uSelect the right system uGrab opportunity to innovate uPlan innovations in phases uEncourage customers to reengineer workflow uEncourage users to get Web/Windows training

17 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Human Factors Implications of Web Applications uUsers will expect better service –Internet-style usability –Customized options –Timely E-mail and telephone response –Access to real-time data

18 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Human Factors Implications of Web Applications uUsers will expect more innovation –Each desktop is a workstation –Influences workflow –More self-service –Better work conditions & opportunities for lower-graded employees –Innovation where competition is not a driver

19 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Leveraging Expectations uWeb Applications can be a wedge for introducing –Evolving “phased” systems –Performance centered design and usability testing –Business reengineering –Re-ignited “Reinventing Government” initiatives

20 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Conclusion uHundreds of TROR-like systems uTaxpayers invest $34 billion in Federal IT for FY2000 (not including Y2K) uDeserve return on investment that takes advantage of Internet & modern design techniques

21 The Treasury Report on Receivables (TROR) HFWEB June 3, 1999 Questions? uNicole.burton@fms.sprint.com u(202) 874-8728


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