“Closing the Enterprise and Agency Reporting Gaps”

1. “Closing the Enterprise and Agency Reporting Gaps” February 2, 2006 IPMA Presentation

2. Demand for Linked Information PayrollBudgetProcurement Managers Decision Makers Human Resources Grants Assets Legislators

3. Demands (POG) Priorities of Government Directors Report (GMAP) Government Management Accountability Performance Legislative Requests Budgets Program Management

4. What is ER? Enterprise Reporting (ER) is a common reporting framework for Washington State’s financial and administrative information. ER provides a set of tools that enable reporting, ad-hoc query, data mining and analysis.

5. ER Logon Screen http://reporting.ofm.wa.gov or https://fortress.wa.gov/ofm/reporting

6. Key Business Drivers • Access • Function • Workflow • Audit • Cost • Results

7. Three Legs Culture Right Information At Right Time Collaboration Tools Data

8. Data Data needs to be timely, relevant, accurate and organized from a business performance perspective.

9. Data Challenges 05 or 2005 Jane Smith or Smith_Jane • Data Quality • Data naming • Business rules • Accessing all relevant data sources (avoiding stovepipe systems) Name Year Id DW1 DW3 DW2

10. Same Data In Different Views Financial View Staffing View

11. Same Data In Different Views Program View Financial View Staffing View

12. Same Data In Different Views Program View Financial View Enterprise View Staffing View

13. Data Opportunities • Access to all relevant data • Reliable and consistent answer • Consistent data structure

14. Tools Tools used to access information need to be in an intuitive manner regardless of data source or where data is stored.

15. Tools Challenges Shared tool-set (s) & environment • Familiar interface • Reuse • Skill set • Training

16. Tool Opportunities • Broader access • Common interface • New ways • Lower costs

17. Three Legs Culture Right Information At Right Time Collaboration Tools Data

18. Culture We need a culture that understands, values and supports the reporting and analysis environment at the enterprise level.

19. Culture Challenges • People, politics and funding • Urgent/unique needs from various demands • Increasing workloads faced by the agencies • The “Turf” issue for standard governance

20. Culture Challenges • Shared responsibility – business and IT • Tangible business values not demonstrated • Enterprise solution taken time to implement • Common good not realized in short period of time

21. Culture Opportunities/Demands • POG (Priorities of Government) • GMAP (Government Management & Accountability Performance) • Roadmap Project • Enterprise Architecture Initiatives

22. Culture Opportunities • Chart of Account Project • Grants, Contracts & Loans Management Enterprise System Project • Adhoc Query Tool Project

23. Closing How do we work together to narrow or close the Enterprise and Agency Reporting gaps and provide the relevant data to our decision makers?

24. Summary • We need legislature and executive support. • We need your collaboration and cooperation. • We need to leverage our opportunities and explore the possibilities.

25. Summary • We need to take conscientious approaches with our data and/or systems. • We need to maximize our strengths and values.

26. Summary • Changes are difficult and they take time. • Finding ways to overcome all the challenges takes creativity.

27. Summary • We may need to give up “something” to meet the greater “common good”. • It takes all of us to influence the culture!

28. If you want to travel fast, go alone. If you want to travel far, go together. African Proverb

29. For more information or questions, please contact: Ann Burner, (360) 664-7711 Ann.bruner@ofm.wa.gov Or Muoi Nguy, (360) 664-7699 Muoi.nguy@ofm.wa.gov