Customer Board Meeting March 2, 2011

1. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center Customer Board MeetingMarch 2, 2011

2. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center Old Business Updates

3. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center Status of Remedy

4. Remedy Status (GESD Initiatives) • Future (Fiscal Year 2011/2012) • Administrative Billings and Collections (ABCO) Help Desk (FY 11 Quarter 02) • ABCO Claims Help Desk (FY 11 Quarter 02) • Remedy Requestor Console (FY 11 Quarter 03) • Change Management (FY 11 Quarter 03) • DPRS/CLER Help Desks (FY 11 Quarter 04) • Knowledge Management (FY 12 Quarter 02)

5. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center Customer User AcceptanceTest Environment Update

6. CUSTOMER USER ACCEPTANCE TEST (CUAT) STATUS • Pay Period 04 Scheduled Release • Testing was conducted January 24, 2011 – February 11, 2011 • 13 Agencies participated • Issues Encountered • Personnel history was not loaded into the HCUP Web environment • EPIC Web was unable to interface with the on-line PMSO when processing personnel actions requiring position changes • Testers were unable to access FOCUS • Agencies were not able to transmit and process T&As • Test Results • Projects were successfully tested internally by NFC or using EmpowHR

7. CUSTOMER USER ACCEPTANCE TEST (CUAT) STATUS • Lessons Learned • Projects in the scheduled release must be locked down • Test preparations must start earlier in the process • Readiness of the User Acceptance Systems must be verified by a small population of customers prior to testing • Planning for a lessons learned meeting

8. CUSTOMER USER ACCEPTANCE TEST (CUAT) STATUS • Future Enhancements • Pay Period 12 • Improving the usability of the Payroll Personnel User Acceptance Data Entry System (PUDS) • STAR Web • Web T&A / Agriculture & HUD • EmpowHR • Spring 2012 • Employee Personal Page (EPP) • Reporting Center

9. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center Help Desk Consolidation

10. GESD Help Desk Consolidation • Help Desk Assessment • Contract Award to Morgan Franklin (2/25/2011) • Assessment (March 2011 – May 2011) • Expected completion May 2011 • Goals • Improved Customer Satisfaction • Consolidated Help Desk under one Organizational Structure • Streamlined Workflow, Overall Cost Reductions and Explore Process Improvements • Optimized and Flexible Staffing Ratios • Examine proposed “To Be” Service Desk Offering and obtain “Roadmap” for Help Desk Consolidation

11. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center New Business

12. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center National Finance Center’s Planning Strategy

13. Planning Strategy Threat (Risk) Analysis Strengths, Weaknesses, Opportunities, and Threats (SWOT) Strategic Plan Operating Plan Annual Budget Process

14. SWOT Goals Currently, our SWOT has five (5) goals: • Provide High Quality Service Delivery • Modernize Software and Improve Data Quality and Security • Reduce Costs, Increase Revenues and Establish Investment Capital • Develop Agile Human Capital for Effective Modern Service Delivery • Accelerate Delivery of Product Enhancement and New Business Development

15. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center Risk Mitigation for Legacy Payroll/Personnel System

16. Risk Mitigation for Legacy Payroll/Personnel System Reasons for Modifications • High cost of maintenance and upgrades • Complexity of managing changes • Shrinking knowledge base • Lack of automated processes for workflow and approvals • Limited reporting capabilities

17. Risk Mitigation for Legacy Payroll/Personnel System Goals • Reduce costs • Reduce timeframe for implementing enhancements • Simplify back-end process • Provide easier access to data for customers

18. Risk Mitigation for Legacy Payroll/Personnel System Major Risks with Modernization Efforts • Performance loss when migrating from one environment/language/database to another • Time delays due to • architectural mismatches • testing bottlenecks • lack of test data

19. Risk Mitigation for Legacy Payroll/Personnel System NFC Targeted Modernization Areas • Database • Application Development Tools • Hardware/Software • Operations • Reporting • NFC Developed Applications • Online • Batch • VSAM • Flat Files

20. Risk Mitigation for Legacy Payroll/Personnel System Additional Research by NFC • Re-hosting Methodologies • Duplicates existing mainframe structure on a new platform • Typically addresses higher costs of main support and outdated platform • Does not address improving application code • Re-factoring Methodologies • Involves restructuring existing legacy code to remove redundancies • Breaks large programs into smaller, reusable modules • Provides opportunities to modernize application code, databases, user interfaces and development tools

21. Risk Mitigation for Legacy Payroll/Personnel System Re-hosting Pros • Addresses higher costs of mainframe support • Uses a variety of hardware due to open architecture not tied to a particular vendor • Requires no application code modifications Cons • Converts IDMS to a relational database exactly like IDMS structures (does not normalize the relational database) • High initial cost to purchase licenses for new software on new platform • Training staff and customers on new platform • May require agency system changes for data transmissions • Adds another software ‘layer’ to translate database calls

22. Risk Mitigation for Legacy Payroll/Personnel System Re-factoring Pros • Preserves existing business logic in legacy code • Utilize existing skills • Reduces maintenance of applications by providing opportunities to consolidate databases, processes and functionality • Incremental changes accelerates adoption of new skills • Little end-user training required • Supports multiple NFC modernization areas Cons • Customer costs for PPS will increase as FMMI implementation continues • Increases timeline for implementation due to increased testing

23. Risk Mitigation for Legacy Payroll/Personnel System Proposed Alternatives • Re-factor applications on mainframe • Re-host applications on new platform • Re-host and Re-factor to new platform • Two-Phased Approach

24. Risk Mitigation for Legacy Payroll/Personnel System Moving Forward • Complete an in-depth analysis of each alternative • Complete a high-level analysis of the targeted applications • Deliver a Business Case with proposed solution

25. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center Enterprise Reporting Strategy

26. NFC Enterprise Reporting Vision: • A new reporting solution that addresses customer concerns: • There are currently too many reporting solutions, i.e., FOCUS, Reporting Center, EPM, Dispatch reports, CDs • FOCUS concerns • High cost • Long delivery timeframe to develop reports • Disappearing pool of FOCUS expertise • Reporting Center does not provide enough ad hoc capability • There are data integrity issues when reports from different systems conflict

27. NFC Enterprise Reporting Solution: • A consolidated reporting solution: “One version of the truth” • A modern reporting platform that combines the ease of use of the Reporting Center with the ad hoc capability of FOCUS • A reporting tool that fills the needs of a range of users • Manager - dashboard • Knowledge worker – scheduled reports, operational reports • Power user – ad hoc functionality and BI tools

28. NFC Enterprise Reporting Features: • A consolidated data warehouse • A scalable and flexible platform to accommodate change in enterprise data sources • A full functionality from canned reporting to BI analysis • Operational reporting

29. NFC Enterprise Reporting Proposed Timeline: • Analysis phase complete March 2011 • Platform selection July 2011 • Development begins August 2011 • First Beta December 2011

30. United States Department of Agriculture Office of the Chief Financial Officer National Finance Center Recap of PRT MeetingFebruary 16, 2011

31. Schedule Release Summary As of 2/8/2011 • GESD Projects (435 Total SCRs on the books) • 132 Projects Scheduled • 23 Projects on Hold • 46 Awaiting Response • 97 FRD In Process • 137 TBD

32. Schedule Release Summary (Cont.) As of 2/8/2011 • TBD Project Breakdown by Line of Business (LOB)

33. Schedule Release (SR) Status • Annual Release Projects (PP25, PP26, PP01) • 50 Projects Scheduled • CY 2011 PP04 Projects • 49 Projects Scheduled • CY 2011 Beyond PP04 Projects • 64 Projects Scheduled • Off Release Projects • 16 Projects Scheduled in CY 2011 • 7 Projects Scheduled in CY 2012

34. 2009/2010 Totals and Trends (SCRs) • SCRs • 2009, 547 SCRs Completed • 2010, 540 SCRs Completed (Calendar Year 2010) • 2010 vs. 2011 Trends (85% increase to date) • As of 2/8/2011, PCO has received 287 SCRs • As of 2/8/2010, PCO received 243 SCRs • Analysis • GESD is currently analyzing the upward trend of both SCRs received and the unscheduled SCR numbers • Short-Term and Long-Term solution strategies are being explored regarding current staffing models, procedures, and workflows

35. Software Change Requests Summary

36. Software Change Requests Summary

37. Software Problem Report Summary

38. SPR Received Summary

39. SPR Closed Summary

40. SPR - Average Age at Closure

41. 2009/2010 Totals (SPRs) • SPRs • 2009, 1265 SPRs Completed • 2010, 1490 SPRs Completed • 2011, 103 SPRs Completed as of January 31, 2011

42. PPS – Help Desk Statistics

43. Web TA Hosting Plus – Help Desk Statistics