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Timekeeping Software Development Project. Presentation to CDFA. May 31, 2019. CaliCo Solutions Introduction. LLC Established in Colorado in 2014 Two Owners – John and Stef Primary Focus is Environment, Safety, and Health Continue Work and Relationships Started at Prior Company
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Timekeeping Software Development Project Presentation to CDFA May 31, 2019
CaliCo Solutions Introduction • LLC Established in Colorado in 2014 • Two Owners – John and Stef • Primary Focus is Environment, Safety, and Health • Continue Work and Relationships Started at Prior Company • Heavily Invested in our Clients Business and Subject Matter • Enterprise-Scale Software from a Small Business • Highly Personal Service and Long Term Relationships
How We Build Software • Agile Development Approach • Invest Substantial Effort in Job Shadowing and SME Development • Living Design Document – Avoid Change Orders • Extremely Interactive Development Cycles • Dedicated to Engaging ALL Stakeholders • Permanent Test Environment • On-Budget, On-Time, Satisfied Users, Every Time • Highly Engaged Support Team
Our History in California • 2007 – Santa Clara County Daily (ENVIRON) • 2009 – CalAgPermits (ENVIRON) • 2014 – CalPEATS • 2015 – CalAgPermits Maintenance • 2017 – Schoolsite Notifications • 2018 – CASPIR Incident Reporting App (DPR) • 2018 – San Mateo Daily Maintenance • 2018 – CACASA Website, CAPCA Website • 2019 – BeeWhere
Time and Activity Tracking Program • New Comprehensive Program • Non-pesticide Ag inspections • Integration with CalPEATS for pesticide inspections • W&M inspections • W&M revenue functions • Timecards & integration with HR systems where possible • Additional contract programs e.g. Air Pollution Control • Loosely Based on Santa Clara County Daily Program • Future Enhancements – Mobile Apps, GIS Integration
A Little History • Rolled out SCC Daily in 2008 • Immediate Interest from Other Counties • San Mateo County Modified the Daily Around 2014 • Discussions at CACASA Conferences Since 2015 • SCC Attempted to Share Code in 2016 • CaliCo Solutions Provided Conversion/Support Proposals • Legal Agreement Rejected by Most County Counsel • Now Seeking ”New” System
Current Project Status • Detailed Scope of Work and Project Plan Developed • 40 – 45 Counties Opting In • Review with Downey Brand (CACASA Counsel) • Two Options on the Table for Funding/Contracting • CACASA Ownership • CaliCo Solutions Ownership • Drafting Contract Language for County Board and IT Review
Technical Approach • Visit Every Participating County & CDFA • Identify Workflows • Find Special Cases • Determine Integration Points • Understand Level of Detail Desired • Work with Advisory Panel (incl. CDFA) on Interim Deliverables • Launch Full Test Version Early – Run Parallels • Revisit Counties & CDFA Prior to and During UAT • Comprehensive Training Program
When is a Good Time for Change? • Changes to CDFA Reports • Format • Level of Detail • Consistency • Guidance • Change is Better in Small Bites • Having a Centralized System will Make Changes Easier in the Future (Ask DPR) • Get New System Up and Running, then Introduce Changes
Purpose of Demo • This is NOT the New System! • Santa Clara County was Successful with this System for over a Decade • Many Counties have Seen and Liked this System • Many Changes are Required to bring a Single-County Program to the Entire State
Next Steps • Need to Get Project Off the Ground • Additional Technical Meetings with CDFA • Potential Discussions on CMR Internal Systems • Potential Discussions on Industrial Hemp • Potential Discussions on BeeWhere/BeeSafe • Potential Discussions on Other Topics
Links http://calicosol.com/cdfa