CFO-CIO: Transforming Operations as a Team (For Real This Time)

1. CFO-CIO: Transforming Operations as a Team (For Real This Time) Norman Dong Deputy Controller Lisa Schlosser Deputy Administrator for E-Government and Information Technology

2. Past M-Team Interaction Procurement Information Technology Performance Financial Management

3. The M-Team “Data Collaborators” Working to break down the historical CXO silos to help drive collaboration and innovation (Left to Right) • Dustin Brown, Deputy Associate Director for Performance and Personnel Management • Lisa Schlosser, Deputy Associate Administrator in the Office of E-Government and Information Technology • Norman Dong, Deputy Controller in Office of Federal Financial Management • Lesley Field, Deputy Administrator for Federal Procurement Policy

4. CXO Cross Collaboration Higher value, better outcomes when management decisions are made with “cross” CXO office input and interaction. CFO CIO CAO PIO OMB M-Team has established a Cross-CXO working group to help identify opportunities for additional data sharing. Current focus on two areas: • Expand the sharing of prices paid across agencies • Explore Shared Service Benchmarking/Comparison opportunities Financial Management • Technology Acquisition • Performance

5. The FY 2012 PortfolioStat initiative identified over $2.5 billion in agency savings targets covering FY 2013 and FY 2015 through the consolidation and elimination of low-value IT investments • To date, agencies have realized nearly $300 million of these savings targets over the first half of FY 2013 • Agencies are well on their way to meeting their targets Shared Equities: PortfolioStat

6. Shared Equities – Financial Systems and Shared Services • Observations on Past Practice • Poor track record of large-scale systems modernizations • Agency systems are too complex and are implemented with too many customizations • Modifications are difficult and repeated across multiple agencies increasing cost and risk • Proliferation of unique agency systems complicates government-wide financial reporting • New Approach • Mandated shared services as agencies modernize • Strengthen capacity of Federal providers to serve large agencies • Empower Treasury to work with agencies and SSPs to ensure successful transitions to shared services

7. Shared equities – Benchmarking Based on initial scoping, the working group’s efforts would focus on a shared services benchmarking project with two dimensions: 1) Development of an on-line “scorecard” allowing agencies to compare the cost and quality of their current processes against Shared Service Provider benchmark data in two areas: financial management and HR processes. This effort will build on work underway in Treasury and OPM. 2) Creation of a standardized benchmarking toolkit – including methodologies, metrics, on-line infrastructure – that can be applied to benchmark process cost and performance across government. The working group will be essential for shaping the toolkit in a way that reflects agency requirements and priorities.

8. Shared Equities – Data Sharing • The FY 2012 PortfolioStat initiative identified over $2.5 billion in agency savings targets covering FY 2013 and FY 2015 through the consolidation and elimination of low-value IT investments • To date, agencies have realized nearly $300 million of these savings targets over the first half of FY 2013 • Agencies are well on their way to meeting their targets

9. Shared Equities: Data Sharing On May 9th, the President released the Open Data Executive Order and accompanying OMB Open Data Policy on Managing Information as an Asset Government information is a valuable national resource. Agencies must manage info as an asset throughout its lifecycle to promote interoperability and openness. Requirements: • Make open data the new default. All govt info: • Machine readable and open formats • Open data standards • Open licenses • Govt wide common core metadata

10. One agency pays 13 different prices for nearly identical plans! (<400 voice minutes, unlimited text, unlimited data) Shared Equities – Prices Paid Portal

11. Shared Equities – Federal Spending Transparency • New standard for Federal spending transparency in this Administration • Future focus • Improving data integrity • Expanding the focus to include obligations and expenditures • Providing a one-stop location for all Federal spending • Linking spending information to program activity • Key considerations • Balancing the costs and benefits of transparency • Understanding how data is and should be used

12. Grants Management Priorities Alignment with Performance Community (Evidence) Alignment with Procurement Community (Spending Transparency) Alignment with CIO Community (Systems) Alignment with GATB (Spending Transparency)

13. Shared Equities – Uncle Sam’s List Pilot • Internal government resource • Managed by CIO Council • Growing cross-Council support • All Service Centers/LOBs onboard • Commodity, Support, Mission areas • 130+ specific service areas listed • Initial launch: June 9, 2012 • Next release: Sept 30, 2013 • Ties into Federal-wide contracts • Uses MAX.gov platform • Public version planned for early 2014

14. Call to Action • More pressure on driving down costs, driving up value • We are in this together • Help us with where we can find savings together • Get C-level together • Contain planning costs • Change how we operate • Free the Data, Open Data as New Default • Manage By Data • Move to service orientation

15. Thank You