1. Integrated Budget Information System Joe White Office of State Budget and Management

2. Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. 2

3. Presentation Overview IBIS Overview Project Scope Project Timeline System Details Questions 3

4. IBIS Overview - Goals Replace mainframe legacy systems by creating a integrated, web-based statewide budget system Incorporate program information and performance measurement into the state’s budgeting Improve reporting and analytical capabilities Reduce dependency on manual processes for data collection, manipulation and analysis 4

5. IBIS Overview Initial project effort in 2010 was unsuccessful Numerous issues prompted re-evaluation of the project –Moved from an outside vendor to internal development team –New IBIS team completed a substantial system redesign Goal from 2010 remains constant in 2013: Implement an integrated, web-based statewide budget and performance management system Go Live Date is July 1, 2013 Information available at http://ibis.nc.gov/http://ibis.nc.gov/ 5

6. Project Scope 6 Budget ExecutionBudget Development Program Information Administrative Features Budget RevisionsWorksheet IStrategic PlanningWork Queue AllotmentsWorksheet IIProgram DataMy Messages Salary ControlWorksheet IIIProgram CrosswalkHistory CertificationScenariosProgram Structure Journal EntryWorksheet I Cert/Auth Reports Budget CodeReports Fund Code Reports

7. Project Update – Testing User acceptance testing completed for the following: –Worksheet I –Worksheet II –Salary Control –Allotments –Certification –Budget Revisions User acceptance testing remaining: –Journal Entry (OSBM) –Worksheet III 7

8. Project Update – Pilot Enter actual data into system Work collaboratively with OSBM to ensure the system is ready for general release Use forms enter information and reports to verify system functionality and data OSBM analysts and IBIS team provide support 8

9. Project Update – Pilot Agencies UNC Wilmington UNC General Administration Office of State Controller Department of Commerce Department of Health and Human Services Division of Health Services Regulation Division of Aging and Adult Services Office of State Budget and Management 9

10. Project Update – Pilot Timeline February 15 th : Worksheet I Completed March 27 th – April 19 th : Budget Execution Pilot –Budget Revision –Allotments –Salary Control –Certification –Journal Entries May 1 st – May 31 st : Budget Development Pilot 10

11. Project Update - Licenses Memos distributed to each state agency February 27 th Universities allocated 105 licenses across all campuses Deadline to identify users March 15 th Restricted number of licenses due to IBM Cognos licensing 11

12. Project Update – Training System training to begin May 1 st University specific training coordinated through General Administration Training offerings will include the following: –In-person sessions –Online tutorials –Online manuals –Webinars Training to be completed by mid-June 12

13. Project Update – Go Live Go-Live Date of July 1 st, 2013 Includes, but is not limited to, the following: –Certification –Budget Revisions –Allotments –Salary Control Agencies will close out SFY 2012-13 activities in legacy systems SFY 2013-14 activity will be completed in IBIS 13

14. System Details Web-based system Accessible from any computer http://ibis.nc.gov/ibis-webapp NCID required 24/7 system Developed for Internet Explorer 8 or higher Reports on 15 minute intervals 14

15. System Details – Log In 15

16. System Details – Work Queue 16

17. System Details – Work Queue 17

18. System Details – Work Queue 18

19. System Details – Work Queue Filter 19

20. System Details – Work Queue Sort 20

21. System Details – Creating New Request 21

22. System Details – Creating New Request 22

23. System Details – Standard Tabs 23

24. System Details – Standard Functions 24

25. System Details – Help Text 25

26. System Details – Entering Text 26

27. System Details – Entering Positions 27

28. System Details – Position Summary 28

29. System Details – Entering Budget Data 29

30. System Details – Budget Summary 30

31. System Details – Budget Overview 31

32. System Details – Attachments 32

33. System Details – Submitting Forms 33

34. System Details - View History 34

35. System Details – My Messages 35

36. System Details - Admin 36

37. System Details – Accessing Reports 37

38. System Details – Reports Home 38

39. System Details – Generating a Report (RK325) 39

40. System Details – Viewing a Report 40

41. System Details – Viewing a Report 41

42. Questions 42 http://ibis.nc.gov/