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Integrated Budget Information System

Integrated Budget Information System. Joe White. Office of State Budget and Management. Session Etiquette. Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. Presentation Overview.

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Integrated Budget Information System

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  1. Integrated Budget Information System Joe White Office of State Budget and Management

  2. Session Etiquette • Please turn off all cell phones. • Please keep side conversations to a minimum. • If you must leave during the presentation, please do so as quietly as possible.

  3. Presentation Overview • IBIS Overview • Project Scope • Project Timeline • System Details • Questions

  4. IBIS Overview - Goals • Replace mainframe legacy systems by creating a integrated, web-based statewide budget system • Incorporate program information and performance measurement into the state’s budgeting • Improve reporting and analytical capabilities • Reduce dependency on manual processes for data collection, manipulation and analysis

  5. IBIS Overview • Initial project effort in 2010 was unsuccessful • Numerous issues prompted re-evaluation of the project • Moved from an outside vendor to internal development team • New IBIS team completed a substantial system redesign • Goal from 2010 remains constant in 2013: Implement an integrated, web-based statewide budget and performance management system • Go Live Date is July 1, 2013 • Information available at http://ibis.nc.gov/

  6. Project Scope

  7. Project Update – Testing • User acceptance testing completed for the following: • Worksheet I • Worksheet II • Salary Control • Allotments • Certification • Budget Revisions • User acceptance testing remaining: • Journal Entry (OSBM) • Worksheet III

  8. Project Update – Pilot • Enter actual data into system • Work collaboratively with OSBM to ensure the system is ready for general release • Use forms enter information and reports to verify system functionality and data • OSBM analysts and IBIS team provide support

  9. Project Update – Pilot Agencies • UNC Wilmington • UNC General Administration • Office of State Controller • Department of Commerce • Department of Health and Human Services • Division of Health Services Regulation • Division of Aging and Adult Services • Office of State Budget and Management

  10. Project Update – Pilot Timeline • February 15th: Worksheet I Completed • March 27th – April 19th: Budget Execution Pilot • Budget Revision • Allotments • Salary Control • Certification • Journal Entries • May 1st – May 31st: Budget Development Pilot

  11. Project Update - Licenses • Memos distributed to each state agency February 27th • Universities allocated 105 licenses across all campuses • Deadline to identify users March 15th • Restricted number of licenses due to IBM Cognos licensing

  12. Project Update – Training • System training to begin May 1st • University specific training coordinated through General Administration • Training offerings will include the following: • In-person sessions • Online tutorials • Online manuals • Webinars • Training to be completed by mid-June

  13. Project Update – Go Live • Go-Live Date of July 1st, 2013 • Includes, but is not limited to, the following: • Certification • Budget Revisions • Allotments • Salary Control • Agencies will close out SFY 2012-13 activities in legacy systems • SFY 2013-14 activity will be completed in IBIS

  14. System Details • Web-based system • Accessible from any computer http://ibis.nc.gov/ibis-webapp • NCID required • 24/7 system • Developed for Internet Explorer 8 or higher • Reports on 15 minute intervals

  15. System Details – Log In

  16. System Details – Work Queue

  17. System Details – Work Queue

  18. System Details – Work Queue

  19. System Details – Work Queue Filter

  20. System Details – Work Queue Sort

  21. System Details – Creating New Request

  22. System Details – Creating New Request

  23. System Details – Standard Tabs

  24. System Details – Standard Functions

  25. System Details – Help Text

  26. System Details – Entering Text

  27. System Details – Entering Positions

  28. System Details – Position Summary

  29. System Details – Entering Budget Data

  30. System Details – Budget Summary

  31. System Details – Budget Overview

  32. System Details – Attachments

  33. System Details – Submitting Forms

  34. System Details - View History

  35. System Details – My Messages

  36. System Details - Admin

  37. System Details – Accessing Reports

  38. System Details – Reports Home

  39. System Details – Generating a Report (RK325)

  40. System Details – Viewing a Report

  41. System Details – Viewing a Report

  42. Questions http://ibis.nc.gov/

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