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Tax Systems Modernization

Tax Systems Modernization. Presentation for FTB Board Meeting June 27, 2007. Strategic Plan. January 2007 we updated our Strategic Plan FTB Business Direction for 2007-2011 6 Goals Improve Customer Service Increase Fairness and Compliance with Tax Law Increase Transparency

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Tax Systems Modernization

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  1. Tax Systems Modernization Presentation for FTB Board Meeting June 27, 2007

  2. Strategic Plan • January 2007 we updated our Strategic Plan • FTB Business Direction for 2007-2011 • 6 Goals • Improve Customer Service • Increase Fairness and Compliance with Tax Law • Increase Transparency • Create a Great Place to Work, Contribute, and Learn • Demonstrate Operational Excellence • Protect Taxpayer Information and Privacy

  3. Strategic Plan – Next Steps • The next step is to develop a detailed Technology Strategic Plan • This plan will answer the question of what technology do we need to meet the new vision in the Business Strategic Plan • This plan supports and is an extension of the Strategic Business Plan. • In mid 90s, we preformed a similar effort. This resulted in IT Project contracts of about $100 million and generated about $1 billion in benefits.

  4. Technology Strategic Plan • Lay out a road map for future technology investments by: • -- Documenting our current way of doing business and the problems that constrain Business improvement • -- Documenting the future way of doing Business based upon the Business Strategic Plan • -- Evaluating the latest technology to determine the smartest possible way to solve our business problems • -- Validating the IT infrastructure that we need to enable the Business • -- Identifying and prioritizing the Technology Projects needed to implement the Business Strategic Plan including • Business benefits and revenue • Risks • Time lines

  5. Technology Strategic Plan – Next Steps • Here are some of the critical dates: • Kick Off IT Strategic Planning Effort July 2007 • Complete Business Opportunities Analysis November 2007 • Complete Implementation Plan February 2008 • Complete of IT Strategic Plan March 2008 • This will be a team effort. It will involve the highest levels of FTB executive leadership including business and technology, subject matter experts, our sister agencies, customers, and a Consultant, Performance Technology Partners.

  6. Tax Systems Modernization Project • “Pick FTB’s biggest problems. Solve them.” • We want to make certain our future IT investments are smart; that is that they make a difference, provide the greatest business yield and that we can manage any of the risks and impacts that these investments may pose.

  7. Thank you….

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