Financials Advisory Board

1. Financials Advisory Board October 20, 2011

2. Agenda Office of State Finance Welcome/Members Metrics Project Updates Issues Updates – Closed/Targets/Watch Feedback and Questions Other

3. Agenda Office of State Finance Welcome/Members

4. OSF Advisory Group Contact Information • Jennie Pratt – 521-6160 - jennie.pratt@osf.ok.gov • Patricia Garcia – 522-6855 – patricia.garcia@osf.ok.gov • Jim Bresemann– 522-1762–james.bresemeann@osf.ok.gov • Ronney Maxwell – 522-1744 – ronney.maxwell@osf.ok.gov • Danny Fitzpatrick-522-3971 – danny.fitzpatrick@osf.ok.gov

5. Financials Advisory Board Members • Suzen Rodesney Dept of Mines • Tom James Corrections • Pam Leuty Corrections • Lisa McKim Tourism • Cindy Hughes DPS • Steve Coffman Conservation Commission • Travis Monroe Treasurer • Lisa Hayes Real Estate Comm. • Grace Brown Health • Chelley Hilmes ODOT • Marilyn Capps OPM • Karen Wallis ODOT • Mary Reznicek OSBI • Eddie Lee Rehab • Jim Aulgur Career Tech

6. Agenda Office of State Finance Project Updates

7. Projects Completed Since Last FAB Schedule Budget Water Resource Board- GPC/AR/BI Assets for OSF

8. Current Project • GPC/INVENTORY ODOT • IT Consolidation • Financial Analytical • Grants Provisioning-Commerce • Grants Provisioning-TSET • Grants Provisioning-OCAST • Grants Provisioning-Homeland Security • Licensing-Department of Health • Licensing-CIB • Licensing-Accountancy Board • Oklahoma State Department of Health

9. Business Application Services Updated 3-15-2011 Concept Initiation Planning Execution Close 2011 2012 2013 AM Rollout Tax Asset mgmt Rollout Scanning and bar coding Assets Inventory Rollout P-Card Module Portal – PS Sign on Cons E-Performance Inventory Rollout Backfill Developers Training Web Delivery Enterprise Learning Rollout eBill Pay Grant/Project/Contracts Rollout Inventory ODOT Govt Risk & Compliance Treasury Module Org Publisher Financials Upgrade Budget Upgrade Grant/Project/Contracts AR/BI Rollout Supply Chain Mgmt Archiving Phase 2 Apply HCM Bundles Backfill Developers Voucher Build Grants Provisioning Rollout Expense Module Mgr Self Serv Rollout 3% Backup Withholdings Treasury GL Backfill Developers GPC ODOT Licensing Rollout BI PO Analytics Enterprise Learning Rollout Higher Education Interface Financial Management Pcard BOA trans ODOT T&L MSS Licensing e- procurement HR Dashboard & new Funct Absence Management Mgr Self Service rollout Mines GPC AR/BI Enterprise Service Automation Business Intelligence Financial Analytics Grants Provisioning Broadband GPC AR/BI Enterprise Learning - Rollout Openbooks Phase 3 Data Staging Area Data.gov Human Capital Management Other Supplier Relationship

10. Agencies on GPC/AR/Billing • Department of Environmental Quality • Department of Commerce • Employment Security Commission • Department of Mines • OSF BroadBand • Water Resource

11. Agencies on Assets • Department of Mental Health • Department of Environmental Quality • Tax Commission • Police Pension • Department of Commerce • Employment Security Commission • Department of Transportation • Department of Security • Uniform Building Code Commission • Commercial Pet Breeders Board • OSF

12. Agencies on Inventory • Department of Mental Health

13. Agenda Office of State Finance Issues

14. Issues Issues Solutions

15. Agenda Office of State Finance Metrics

16. Business Services Change Requests On time (Detail)

18. Agenda Office of State Finance Updates – Closed/Targets/Watch

19. Updates – Completed Items • Completed Items – Review List • 18 Items to be completed in the new reporting period • Status • 15 items from list completed • 3 items from list not completed • 19 unplanned item completed not on list • 34 total items completed

20. Update – 60 Day Target Items • 60 Day Target Items – Review List • Discussion – questions/proposed changes/clarification

21. Update – Watch Items List • Watch Items – Review List • Discussion – questions/proposed changes/clarification

22. Agenda Office of State Finance Feedback and Questions Asset Demo

23. Other