1. TRD Data Analytics-GRT Close Request
September 26, 2019
Emily OSter
Presenters:
Emily Oster, Deputy Cabinet Secretary
Mike Baca, TRD ITD CIO
Aysha Mora, TRD ACD Director

2. Agenda Project Purpose Business & Technical Objectives Scope Budget
Schedule
Lessons Learned
Questions
Emily Oster

3. Project Purpose – TRD Data Analytics GRT Project
The purpose of this project was to extend the Statistical Analysis Systems(SAS) platform and implement a Solution for Gross Receipts Tax (GRT) Audit Selection Process and enhance the Agency's External Analytics capabilities
Increase the sophistication of the current TRD infrastructure, specifically in the functional areas of Audit Selection.
Improve this function specifically for the Gross Receipts Tax (GRT) tax program.
Incorporate external data as available and feasible to improve the Audit Selection focus and accuracy.
Emily Oster

4. Business Objectives Technical Objectives Number Description
Audit Selection
Improve Audit Selection process
BUSINESS OBJECTIVE 2
Improved Staff Utilization
Decrease protest and abatement adjustments while improving collections for assessments
Technical Objectives
Aysha Mora
Mike Baca
Number
Description
Technical Objective 1
Employ SAS functionality for enhancement of Audit selection using existing functionality of GenTax including the Data Warehouse data.

5. Scope Audit Selection Process Gross Receipts Tax program
External data used to improve data models only to the extent feasible and available within budget.
Aysha

6. Budget Planned Start Date 4/03/2018 Actual Start Date Planned End Date
8/06/2019
Actual End Date
Planned Cost: (Budget)
$1,370,000
Actual Cost: (Total)
$1,335,808.02
Professional Services
$1,150,000
Hardware
$220,000
$185,808
Software
Network
Other
Aysha

7. Schedule
Aysha

8. Aysha

9. Lessons Learned NM Taxation & Revenue as a highly complex and data rich environment has matured tremendously in technology, security posture, and business processes as an outcome for this project and is now well situated for similar complex projects of this nature.
Adequate Planning time (aggressive schedule)
Contractual/Procurement Process
Hybrid Waterfall/Agile Methodology
Processes
Resources
Quality
Detail lessons learned are cited on the Request for Project Closeout Certification Form
Aysha

10. Questions?
Emily