Rental Housing Assistance Business Process Improvement / Reengineering Project Presentation to the TRACS Industry Meetin

1. Rental Housing AssistanceBusiness Process Improvement / Reengineering ProjectPresentation to the TRACS Industry Meeting October 21, 2004 Please forward comments/questions to: Kadix systems 4245 N. Fairfax Drive, Arlington, VA 22203 (703) 236-0901

2. Introduction by Lanier Hylton • Why are we having this session today ? • Why is HUD doing this project ? • What are HUD’s objectives for this project? • What’s in it for you ? Presentation to the TRACS Industry Meeting – October 21, 2004

3. Agenda • Introduction by Mr. Hylton • Meet the Contractor Team • Key Objectives of Business Process Improvement / Business Process Reengineering (BPI / BPR) • HUD’s BPI Methodology • Next Steps • Your Opportunity for Involvement • Questions and Answers Presentation to the TRACS Industry Meeting – October 21, 2004

4. Meet the Contractor Team • Kadix Systems (Prime): • Mort Glassberg, Project Manager • Doug Layman, Project Oversight and Methodology • Gayle Berkeley, BPR Business Systems Specialist • Kristie Barrett. BPR Business Systems Analyst • Sheena Taylor, BPR Business Systems Analyst (Junior) • Quadel Consulting (Subcontractor) • Stephanie Cosgrove, BPR Business Systems Analyst • Housing Subject Matter Experts Presentation to the TRACS Industry Meeting – October 21, 2004

5. Key Objectives of BPI / BPR • BPR is: • A method for achieving Cross-Cutting Strategic Goals • Such as HUD 2020 goals like: “…redesign contract procurement” or, “…(streamline) rental housing certificate/voucher programs” • BPR is used at HUD to: • Create better measures to assess performance and productivity • Increase effectiveness and efficiency of HUD’s resources • Leverage technology to enhance processes • Apply technology to support HUD’s workforce, its citizen customers, and to enhance its business partner relationships Presentation to the TRACS Industry Meeting – October 21, 2004

6. HUD’s BPI Methodology • Each project is a well-managed effort, conforming to: • structured reporting and progress requirements • standard methods and range of documentation • appropriate definition of scope and objectives • measurable execution/performance oversight Presentation to the TRACS Industry Meeting – October 21, 2004

7. Steps in the Process • Evaluation Period • Phase 1: Project Mobilization • Phase 2: Business Diagnosis – “As-Is” Model • Phase 3: Process Direction • Phase 4: Recommended Solution • Implement BPR Recommendations • Follow-Up Presentation to the TRACS Industry Meeting – October 21, 2004

8. Evaluation Period • Each potential project is assessed & scored • BPI opportunities show high ROI potential: • Redefining/streamlining processes & workflow • Organizing & empowering HUD’s people • Capitalizing on advances in technology • Alignment of people/process/technology with Department strategic goals • Score determines “green light” or “no go” Presentation to the TRACS Industry Meeting – October 21, 2004

9. Phase 1: Project Mobilization • Vendor selection & contracting • Forming the project team(s) • Project planning, scheduling, & preparation • Statement of goals & priorities • Stakeholder analysis • SWOT analysis • Identification of Critical Success Factors Presentation to the TRACS Industry Meeting – October 21, 2004

10. Phase 2: Business Diagnosis (“As-Is” Model) • Documentation of the current environment • People – Processes - Technology • Identification of constraints • Legislative – Financial – Business Partner – Etc • Definition of Key Business Requirements • “As-Is” Process Maps and Model Presentation to the TRACS Industry Meeting – October 21, 2004

11. Phase 3: Process Direction (“To-Be” Model) • Assess value of defined processes • Define measurements to check progress • Define ideal future state for the environment • Document a Gap Analysis • How processes, people, technology can improve • Documentation of transition needed to get there • Major risks and challenges Presentation to the TRACS Industry Meeting – October 21, 2004

12. Phase 4: Recommended Solution • “Reality” view of what should be done • Makes the business case for changes • Defines road map/plan for implementation • Cost estimates & cost/benefit analysis • Data entry to I-TIPS for budget planning • Knowledge transfer activities • Business Area sign-off at conclusion Presentation to the TRACS Industry Meeting – October 21, 2004

13. Implement BPR Recommendations • If the project is funded: • Technology is reengineered or replaced • Processes are redesigned or eliminated • People are supported through the changes • Performance improvements are measured • Progress is measured and communicated Presentation to the TRACS Industry Meeting – October 21, 2004

14. Follow-Up • If the improvements are implemented: • Post-implementation review • What improvements have been achieved? Presentation to the TRACS Industry Meeting – October 21, 2004

15. Next Steps • We’re early in Phase 1: Project Mobilization Phase • Still need to determine HUD team members • Core Reengineering Team • Steering Team • Business Process Action Teams • HUD Kick Off • Series of workshops and meetings coming soon Presentation to the TRACS Industry Meeting – October 21, 2004

16. Your Opportunity for Involvement • Members of Business Process Action Teams • Participants in Focus Groups • Stakeholder Subject Matter Experts Presentation to the TRACS Industry Meeting – October 21, 2004

17. Questions? Presentation to the TRACS Industry Meeting – October 21, 2004

18. Need More Information or Want to Volunteer? • Call Mort Glassberg – (703) 236-0939 • Send an e-mail tomglassberg@kadix.com • Talk with your HUD associates Presentation to the TRACS Industry Meeting – October 21, 2004