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Lean Six Sigma Transaction Process Initiative

Office of the Chief Financial Officer. 1. Presentation Overview. LSTP OverviewPhase 2Finance Impacts. Office of the Chief Financial Officer. 2. Background. Part of USDA CFO/CIO initiative for a common desktop solution for work processingTransactional Processing (LSTP); Grants Processing (LSGP); L

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Lean Six Sigma Transaction Process Initiative

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    1. Lean Six Sigma Transaction Process Initiative Presented by Tiffany Taylor, Forest Service

    2. Office of the Chief Financial Officer 1 Presentation Overview LSTP Overview Phase 2 Finance Impacts

    3. Office of the Chief Financial Officer 2 Background Part of USDA CFO/CIO initiative for a common desktop solution for work processing Transactional Processing (LSTP); Grants Processing (LSGP); Loan Processing (LSLP); and Insurance Processing (LSIP) Forest Service currently has lead on TP and GP Software Utilized includes Oracle IPM, Kofax, Stellent CM, Microsoft CRM Interfaces required: Integrated Acquisition System (IAS); Federal Financial Information System (FFIS); Enterprise Content Manager (ECM); US Treasury Internet Payment Platform (IPP) Two phases of development and implementation

    4. Office of the Chief Financial Officer 3 Project Goals Streamline and automate manual processes Eliminate the movement of paper invoices Validate data using standardized system business rules Use Workflow to route electronic invoices and perform automatic escalation Enhance speed and control of invoice processing activities Reduce impact on the field Record liabilities in a timely manner Pay vendors on time & reduce prompt payment Interest Improve customer service and vendor relationships Reduce costs per transaction

    5. Office of the Chief Financial Officer 4 Phase I LSTP Phase I successfully went live on July 16, 2007. In the Phase I solution, all USDA IAS contract invoices are in an electronic format in a central repository prior to payment processing by USDA COD APB. This mitigated the risks (realized during Hurricane Katrina) associated with paper documents prior to 2007 Hurricane Season Phase 1.3 adds workflow functionality at agency level without live interfaces Validates agency workflow for Phase II FS Pilot using up to 10 Contracting Officers Estimated Go-Live late June 2008

    6. Office of the Chief Financial Officer 5 Phase II The Phase II solution will leverage the Oracle IPM product to route, approve, and process electronic invoices. Features of Phase II which will increase the efficiency of the process include: Enabling both IAS and MiscPay contract invoice types Interfacing with IAS and FFIS to validate invoice and contract data, reduce data entry, and improve data accuracy; Building workflows according to set business rules; Allowing for systematic escalations when users fail to take action within a set period of time; Utilizing data and reports for performance metrics and accountability. The LSTP Executive Sponsors, Chuck Christopherson, Jesse King, and Glenn Haggstrom, signed-off on the LSTP Business Requirements on November 1, 2007.

    7. Office of the Chief Financial Officer 6

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