CORE Executive Board August 18, 2010 Next CEB September 22, 2010

Agenda SQL Requests/Problem Management Summary Completed Projects Portfolio Priority Execution Delivery Schedule Projects in Movement Program Status HCM Financials Application Development Service Request Summary Scorecard Executive Issues 1

Problem Management SQL Requests 2

Problem Management Summary 3

Completed Projects Since Last CEB Inventory Pilot – DMH Schedule Budget 4

Portfolio Priority 5

6

7 Projects in Execution Delivery Schedule

8

9

10

Program Status HCM 11

CORE-1080 Higher Ed Payroll Status: GREEN Convert higher ed agencies from the legacy payroll system to the PeopleSoft system. TASKStartFinish PY Test Scripts07/01/201007/31/2010 HR Interface Testing – Round 207/05/201009/15/2010 PY Conversion extract verification07/16/201009/30/2010 PY Conversion/Interface Testing08/01/2010TBD Go-Live with OUTBD Requires Awareness: OU time is limited during AUG/SEP during enrollment. Re-assessing status, resources and timeline for implementing OU while maintaining the overall project schedule. Key Activities Key Overall Issues 12

CORE – 2581 Time & Labor Status: RED This Project is to address Time & Labor functionality for bi-weekly agencies. The pilot agencies are OESC and ODOT. OESC went live on schedule May 17th. Requires Awareness: Integration and User Acceptance Testing for ODOT will be scheduled to coincide with a re-baselined plan. TaskStartEnd Key Activities Key Overall Issues 13

CORE – 2666 Grants, Projects, Contracts with AR/Billing Monthly Extended Time & Labor Status: GREEN The Team has completed the Prototype Sessions with DEQ and Commerce and are in the process of Design and Configuration in preparation for Integration Testing. TASKStartFinish Develop & Unit Test (Rules, Conversions, Interfaces, & Modifications 06/07/201008/06/2010 Define and Test Security Roles07/12/201007/23/2010 Prepare for Integration Testing07/19/201008/06/2010 Requires Awareness: Key Activities Key Overall Issues 14

CORE – 2637 ELM Rollout 15 Status: GREEN Rollout of ELM to agencies to be completed in 3 groups, Group A consists of Department of Career & Technology Education (800), CompSource Oklahoma (390), Department of Transportation (345), Administrative Office of the Courts (199, 219, 220, & 677), Oklahoma Developmental Disabilities Council (a division of 830). Group A go live date is 11/30/2010. Requires Awareness: Confirm decision that we will not be rolling out large numbers of external learners. If agencies back out, we will find others to replace them or move to the next Phase of the Project (SCORM) TaskStartEnd Kickoff Meeting with Rollout Agencies08/25/2010 Set up Learning Environments09/01/201010/15/2010 Load HCM Data in Prod for messaging to LM Prod ( & reports to information)09/20/201010/10/2010 Train agency SME’s on config and setup for testing10/10/201011/30/2010 Set up Prod Environments11/01/201011/25/2010 Go Live11/30/2010 Key Activities Key Overall Issues

Program Status Financials Phase II Modules 16

CORE – 2611 PeopleTools 8.49 Status: GREEN Upgrade EPM PeopleTools TASK% CompleteStartFinish Prepare Change Assistance & stage software08/30/201008/31/2010 Upgrade & test non-prod EPM environments09/10/201009/24/2010 Upgrade EPM production environment09/25/2010 Upgrade EPM development environment09/27/201009/28/2010 Requires Awareness: Execution starts the end of August. Key Activities Key Overall Issues 17

CORE-2675 Data Staging Environment Status: RED Build staging environment containing PeopleSoft extracts that will be used by ODOT. TASKStartFinishODOT Access Phase I extracts (6) signed off by ODOT07/02/2010 Assets (0523) & Projects (0514) have been re-migrated to FSTST2 and is ready for functional testing 06/25/201008/31/2010 Contracts (0513) & Billing (0512) have been re-migrated to FSTST2 and is ready for functional testing 06/25/201008/31/2010 Sign-off on Phase II Modules08/15/201008/31/2010 Inventory – define requirements07/01/201007/23/2010 Inventory - programming07/30/201008/15/201009/20/2010 Sign-off on Inventory08/31/201009/30/2010 Requires Awareness: Scope increased to include inventory extracts. Need to resolve ‘who’ is going to finish the testing. Key Activities Key Overall Issues 18

CORE-2681 DCS Vendor Registration Status: GREEN Build interfaces between OK.gov and PeopleSoft for validation and upload of vendor/bidder data into PeopleSoft. TASKStartFinish Go-live with vendor registration – Part I07/19/2010 Development /Testing – Tech specs 0027 – update ‘look-up’ functionality within PeopleSoft to include bidders 06/04/201008/31/2010 Development/Testing – Bidder to Vendor Update05/10/201008/31/2010 Review/Revise processes – OSF & DCS07/31/2010 Requires Awareness: Missed Phase I implementation by 19 days. DCS is working on ‘Phase II’ for updated front-end. This will cause some reprogramming of the interface that will be tracked as a service request. Scheduled for the fall. Key Activities Key Overall Issues 19

CORE-2676 OpenBooks Phase III Status: GREEN Utilize OBIEE for OpenBooks reporting. Update ARRA reporting per SB1759. TASKStartEstimated Completion Finish ARRA Updates07/01/201009/15/201009/28/2010 Expenditure & Funding (Build DIM/Create Rpts/Test)10/01/201012/31/2010Jan 2011 Pcard (Load/Build DIM/Create Rpts/Test/Automate)06/01/201010/31/2010Jan 2011 Vendor Payments (Build DIM/Create Rpts/Test)08/01/201009/30/2010Jan 2011 Payroll (Load/Build DIM/Create Rpts/Test/Automate)08/01/201012/31/2010Jan 2011 Go-LiveJan 2011 Requires Awareness: Determine approach for file transfer/load Possible upgrade to v11 (XML export functionality) Financials Analytics will not start until this is complete Potential Conflicts: ARRA Reporting (October); FFATA; Key Activities Key Overall Issues 20

2665 – Asset Management Rollout Status: GREEN Meetings to be held to prepare for Kickoff Session Will not make much progress until August: after the DMH Inventory Implementation is completed, consulting resources are filled and DCS participation is resolved. TASKStartFinish Prepare for / Conduct Project Kick-off TBD Configure/Verify Agency Conversion Data 09/16/201012/05/2010 Perform Test Loads 10/26/201011/15/2010 Train Agency Users 11/17/201012/05/2010 Requires Awareness: DCS Resource is not committed to the project – Meeting scheduled with DCS on 08/17. If no DCS resource rollout plan may need to be adjusted. Patricia not available until August Brenda to also assist with agency buy in to rollout plan. Lost Consulting Resource, took another assignment – Will be on site no later than 08/23, will delay rollout start up but will not effect ODOT Assets ODOT Assets and loss of consultant requires re-baselining of rollout timeline Key Activities Key Overall Issues 21

2692 – Treasury GL Implementation Status: GREEN The Team is in the process of identifying final requirements, approach, and impacts. The Team is currently behind schedule regarding requirements and configuration. A plan for getting back on track is being created. TASKStartFinish Identify Development Requirements05/28/201007/02/2010 Configuration07/06/201007/13/2010 Create Business Process Flows, Reconciliation Points, Checklists 07/06/201008/19/2010 Define Security07/14/201009/01/2010 Create Development Requests08/02/201008/20/2010 Requires Awareness: OST has requested that their Go-Live date be moved to a month-end. Rather than go-live on 11/15/2010 they would like to look at either 10/31/10 or 12/31/2010. Maximus is supplying extra resources to ensure on time delivery. Key Activities Key Overall Issues 22

CORE Assets ODOT Status: GREEN AM consultant selected. TASK% CompleteStartFinish Clean-up and Format Asset Conversion Data for FY /1/20108/13/2010 Prepare for Integration Testing 8/16/20108/27/2010 Perform Integration Testing 8/30/20109/24/2010 Prepare for User Acceptance Testing 9/27/201010/04/2010 Perform User Acceptance Testing 10/05/201010/22/2010 Requires Awareness: Key Activities Key Overall Issues 23

CORE – 2599 Grants, Projects, Contracts with AR/Billing Status: RED This Project is on hold. TASKStartFinish Functional Unit Testing – ODOT (see below) Requires Awareness: ODOT cannot supply a date for conversion of legacy data. Key Activities Key Overall Issues 24

CORE – 2610 Inventory ODOT Status: RED On Hold. TASKStartFinish Integration Testing (see below) Prepare for User Acceptance Testing User Acceptance Testing Go Live Requires Awareness: Key Activities Key Overall Issues 25

CORE – 2674 Manager Self Service ODOT / Pilot 26 Status: RED Project was planned in two phases: (1) limited salary personnel April 24th (complete) and (2) all non Agile Asset personnel to coincide with ODOT GPC go- live date – on hold. Requires Awareness: Task%StartEnd Go –live Limited Pilot - Complete10004/ /24/2010 Requirements – Full Implementation - Complete10003/23/201004/07/2010 Key Activities Key Overall Issues 26

Application Enhancement Service Requests 27

28 Application Enhancement Service Requests – July 2010

29

Program Status Within 10% of planWithin 20% of PlanOver 20% of plan 30

Program Status Within 10% of planWithin 20% of PlanOver 20% of plan 31

Issues IssueStatus 1) ODOT Phase II ( Projects, Grants, AR, Billing Inventory) will not meet their July 3 rd scheduled implementation date. ODOT can not supply an estimated date when they will have the legacy data converted into PeopleSoft. The project is on hold until this data is provided. 4) Commerce will be going live on Phase 2 without a Grants Provisioning. They will utilize manual work arounds until we acquire a Grants Provisioning package. We need to expedite the Grants Provisioning purchasing process and prioritize Commerce in the first implementation. 3) The fixed asset rollout plan has been completed and additional state resource is required to deliver on the current schedule. Initial meeting held with DCS to obtain resources. No follow up meeting has occurred. Do we need to postpone this project? 32 2) We need to determine which agencies will be moved to Phase 2 after Commerce and DEQ On August 24 th there is a meeting with DPS, Health and Mental Health to discuss phase two modules. The rollout plan for phase 2 modules is in process.