Agency STARS Rapport Association
May 8, 2008
Sunflower ProjectSunflower Project
Statewide Financial Management SystemStatewide Financial Management System
Pre-Implementation ActivitiesPre-Implementation Activities
2
Today’s TopicsToday’s Topics
Update on Project Status – Kent Olson
Results of Chart of Accounts Survey – Annette Witt
3
Update of Project ActivitiesUpdate of Project Activities
Vendor File Consolidation – complete
Review of current Chart of Accounts & Preliminary Design of new Chart - complete
Evaluation of Vendor Proposals & Software Demonstrations – in process
4
Procurement Process TimelineProcurement Process Timeline
Propo
sals
Due
April 16th May 19th
1st R
ound
Scorin
g Com
plete
May 2nd
Softw
are
Demos
(5 d
ays)
May 27th
2nd R
ound
Scorin
g Com
plete
June 5th
Best a
nd F
inal O
ffers
Due
June 30th
3rd R
ound
Scorin
g Com
plete
June 30th
Begin
Contra
ct
Negot
iation
s
July 15th
Syste
ms I
nteg
rato
rs’
Inte
rview
s/Pre
sent
ation
s
(3 d
ays)
5
Update of Project Activities (cont.)Update of Project Activities (cont.)
Outreach to Small Agencies and State Hospitals – May/June
Agency Readiness and Impact Assessment – May/June
Review of Objects Codes and Commodity Codes – May/June
Business Process Mapping – June thru September
Building the Project Team – on-going
6
Project StaffingProject Staffing
Executive SponsorsDuane Goossen
Denise MooreCarol Foreman
Executive SponsorsDuane Goossen
Denise MooreCarol Foreman
Steering CommitteeSteering Committee
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Implementation Manager
Gary Schneider
Implementation Manager
Gary Schneider
Project Support StaffMuriah Baker
Project Support StaffMuriah Baker
Project Mgmt Office
Mike Purcell
Project Mgmt Office
Mike Purcell
Finance TeamMgr
Annette Witt
Finance TeamMgr
Annette Witt
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Business Intelligence/DW
LeadVicki Hemmen
Business Intelligence/DW
LeadVicki Hemmen
Technical TeamManager
TBD
Technical TeamManager
TBD
Central AgencyIntegration
LeadPam Fink
Central AgencyIntegration
LeadPam Fink
Agency/RegentsIntegration
LeadTBD
Agency/RegentsIntegration
LeadTBD
QA/TestLeadTBD
QA/TestLeadTBD
StakeholderInput
staff positionsstaff positions staff positionsstaff positions staff positions staff positions
Positions Filled
Positions Posted
Positions to-be Filled
Executive SponsorsDuane Goossen
Denise MooreCarol Foreman
Executive SponsorsDuane Goossen
Denise MooreCarol Foreman
Steering CommitteeSteering Committee
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Implementation Manager
Gary Schneider
Implementation Manager
Gary Schneider
Project Support StaffMuriah Baker
Project Support StaffMuriah Baker
Project Mgmt Office
Mike Purcell
Project Mgmt Office
Mike Purcell
Finance TeamMgr
Annette Witt
Finance TeamMgr
Annette Witt
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Business Intelligence/DW
LeadVicki Hemmen
Business Intelligence/DW
LeadVicki Hemmen
Technical TeamManager
TBD
Technical TeamManager
TBD
Central AgencyIntegration
LeadPam Fink
Central AgencyIntegration
LeadPam Fink
Agency/RegentsIntegration
LeadTBD
Agency/RegentsIntegration
LeadTBD
QA/TestLeadTBD
QA/TestLeadTBD
StakeholderInput
staff positionsstaff positions staff positionsstaff positions staff positions staff positions
Positions Filled
Positions Posted
Positions to-be Filled
7
Project StaffingProject Staffing
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Implementation Manager
Gary Schneider
Implementation Manager
Gary Schneider
Project Support StaffMuriah Baker
Project Support StaffMuriah Baker
Project Mgmt Office
Mike Purcell
Project Mgmt Office
Mike Purcell
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
QA/TestLead
QA/TestLead
StakeholderInput
PurchasingLead
Angela Hoobler
PurchasingLead
Angela Hoobler
A/PLead
Jo Ann Remp
A/PLead
Jo Ann Remp
Asset MgmtLead
Asset MgmtLead
Projects/Grants Lead
Projects/Grants Lead
General LedgerLead
Brett Bauer
General LedgerLead
Brett Bauer
ProcurementTeam Member
#1
ProcurementTeam Member
#1
ProcurementTeam Member
#2
ProcurementTeam Member
#2
ProcurementTeam Member
#3
ProcurementTeam Member
#3
A/PTeam Member
#1
A/PTeam Member
#1
A/PTeam Member
#2
A/PTeam Member
#2
AMTeam Member
#1
AMTeam Member
#1
Projects/GrantsTeam Member
#1
Projects/GrantsTeam Member
#1
Projects/GrantsTeam Member
#2
Projects/GrantsTeam Member
#2
GLTeam Member
#1
GLTeam Member
#1
GLTeam Member
#2
GLTeam Member
#2
QA/TestTeam Member
#1
QA/TestTeam Member
#1
QA/TestTeam Member
#2
QA/TestTeam Member
#2
Finance TeamMgr
Annette Witt
Finance TeamMgr
Annette Witt
Business Intelligence/DW
LeadVicki Hemmen
Business Intelligence/DW
LeadVicki Hemmen
Technical TeamManager
TBD
Technical TeamManager
TBD
Central AgencyIntegration
LeadPam Fink
Central AgencyIntegration
LeadPam Fink
Agency/RegentsIntegration
LeadTBD
Agency/RegentsIntegration
LeadTBD
Positions Filled
Positions Posted
Positions to-be Filled
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Implementation Manager
Gary Schneider
Implementation Manager
Gary Schneider
Project Support StaffMuriah Baker
Project Support StaffMuriah Baker
Project Mgmt Office
Mike Purcell
Project Mgmt Office
Mike Purcell
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
QA/TestLead
QA/TestLead
StakeholderInput
PurchasingLead
Angela Hoobler
PurchasingLead
Angela Hoobler
A/PLead
Jo Ann Remp
A/PLead
Jo Ann Remp
Asset MgmtLead
Asset MgmtLead
Projects/Grants Lead
Projects/Grants Lead
General LedgerLead
Brett Bauer
General LedgerLead
Brett Bauer
ProcurementTeam Member
#1
ProcurementTeam Member
#1
ProcurementTeam Member
#2
ProcurementTeam Member
#2
ProcurementTeam Member
#3
ProcurementTeam Member
#3
A/PTeam Member
#1
A/PTeam Member
#1
A/PTeam Member
#2
A/PTeam Member
#2
AMTeam Member
#1
AMTeam Member
#1
Projects/GrantsTeam Member
#1
Projects/GrantsTeam Member
#1
Projects/GrantsTeam Member
#2
Projects/GrantsTeam Member
#2
GLTeam Member
#1
GLTeam Member
#1
GLTeam Member
#2
GLTeam Member
#2
QA/TestTeam Member
#1
QA/TestTeam Member
#1
QA/TestTeam Member
#2
QA/TestTeam Member
#2
Finance TeamMgr
Annette Witt
Finance TeamMgr
Annette Witt
Business Intelligence/DW
LeadVicki Hemmen
Business Intelligence/DW
LeadVicki Hemmen
Technical TeamManager
TBD
Technical TeamManager
TBD
Central AgencyIntegration
LeadPam Fink
Central AgencyIntegration
LeadPam Fink
Agency/RegentsIntegration
LeadTBD
Agency/RegentsIntegration
LeadTBD
Positions Filled
Positions Posted
Positions to-be Filled
8
Project StaffingProject Staffing
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Implementation Manager
Gary Schneider
Implementation Manager
Gary Schneider
Project Support StaffMuriah Baker
Project Support StaffMuriah Baker
Project Mgmt Office
Mike Purcell
Project Mgmt Office
Mike Purcell
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
QA/TestLead
QA/TestLead
StakeholderInput
Agency Integration
Team Member#1
Agency Integration
Team Member#1
Agency Integration
Team Member#2
Agency Integration
Team Member#2
BudgetIntegration
LeadLisa Becker
BudgetIntegration
LeadLisa Becker
SHARP Integration
Lead
SHARP Integration
Lead
BudgetIntegration
Team Member#1
BudgetIntegration
Team Member#1
SHARPIntegration
Team Member#1
SHARPIntegration
Team Member#1
CommunicationsLead
CommunicationsLead
TrainingLead
TrainingLead
Help DeskLead
Help DeskLead
TrainingTeam Member
#1
TrainingTeam Member
#1
TrainingTeam Member
#2
TrainingTeam Member
#2
TrainingTeam Member
#3
TrainingTeam Member
#3
Finance TeamMgr
Annette Witt
Finance TeamMgr
Annette Witt
Business Intelligence/DW
LeadVicki Hemmen
Business Intelligence/DW
LeadVicki Hemmen
Technical TeamManager
TBD
Technical TeamManager
TBD
Central AgencyIntegration
LeadPam Fink
Central AgencyIntegration
LeadPam Fink
Agency/RegentsIntegration
LeadTBD
Agency/RegentsIntegration
LeadTBD
Positions Filled
Positions Posted
Positions to-be Filled
Agency Integration
Team Member#3
Agency Integration
Team Member#3
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Implementation Manager
Gary Schneider
Implementation Manager
Gary Schneider
Project Support StaffMuriah Baker
Project Support StaffMuriah Baker
Project Mgmt Office
Mike Purcell
Project Mgmt Office
Mike Purcell
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
QA/TestLead
QA/TestLead
StakeholderInput
Agency Integration
Team Member#1
Agency Integration
Team Member#1
Agency Integration
Team Member#2
Agency Integration
Team Member#2
BudgetIntegration
LeadLisa Becker
BudgetIntegration
LeadLisa Becker
SHARP Integration
Lead
SHARP Integration
Lead
BudgetIntegration
Team Member#1
BudgetIntegration
Team Member#1
SHARPIntegration
Team Member#1
SHARPIntegration
Team Member#1
CommunicationsLead
CommunicationsLead
TrainingLead
TrainingLead
Help DeskLead
Help DeskLead
TrainingTeam Member
#1
TrainingTeam Member
#1
TrainingTeam Member
#2
TrainingTeam Member
#2
TrainingTeam Member
#3
TrainingTeam Member
#3
Finance TeamMgr
Annette Witt
Finance TeamMgr
Annette Witt
Business Intelligence/DW
LeadVicki Hemmen
Business Intelligence/DW
LeadVicki Hemmen
Technical TeamManager
TBD
Technical TeamManager
TBD
Central AgencyIntegration
LeadPam Fink
Central AgencyIntegration
LeadPam Fink
Agency/RegentsIntegration
LeadTBD
Agency/RegentsIntegration
LeadTBD
Positions Filled
Positions Posted
Positions to-be Filled
Agency Integration
Team Member#3
Agency Integration
Team Member#3
9
Project StaffingProject Staffing
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Implementation Manager
Gary Schneider
Implementation Manager
Gary Schneider
Project Support StaffMuriah Baker
Project Support StaffMuriah Baker
Project Mgmt Office
Mike Purcell
Project Mgmt Office
Mike Purcell
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
QA/TestLead
QA/TestLead
StakeholderInput
Sys Admin &Build Team Lead
Sys Admin &Build Team Lead
TrainingTeam Member
#1
TrainingTeam Member
#1
TrainingTeam Member
#2
TrainingTeam Member
#2
ReportsDevelopment
Team Lead
ReportsDevelopment
Team Lead
ReportsDevelopmentTeam Member
#1
ReportsDevelopmentTeam Member
#1
ReportsDevelopmentTeam Member
#2
ReportsDevelopmentTeam Member
#2
Data Conversion Coordinator
Data Conversion Coordinator
DevelopmentTeam Lead
DevelopmentTeam Lead
DevelopmentTeam Member
#1
DevelopmentTeam Member
#1
DevelopmentTeam Member
#2
DevelopmentTeam Member
#2
DevelopmentTeam Member
#3
DevelopmentTeam Member
#3
Finance TeamMgr
Annette Witt
Finance TeamMgr
Annette Witt
Business Intelligence/DW
LeadVicki Hemmen
Business Intelligence/DW
LeadVicki Hemmen
Technical TeamManager
TBD
Technical TeamManager
TBD
Central AgencyIntegration
LeadPam Fink
Central AgencyIntegration
LeadPam Fink
Agency/RegentsIntegration
LeadTBD
Agency/RegentsIntegration
LeadTBD
Positions Filled
Positions Posted
Positions to-be Filled
Security Lead
Security Lead
SecurityTeam Member
#1
SecurityTeam Member
#1
SecurityTeam Member
#2
SecurityTeam Member
#2
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Project DirectorKent Olson
Deputy Project DirectorPeggy Hanna
Implementation Manager
Gary Schneider
Implementation Manager
Gary Schneider
Project Support StaffMuriah Baker
Project Support StaffMuriah Baker
Project Mgmt Office
Mike Purcell
Project Mgmt Office
Mike Purcell
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
Change Mgmt, Training,Communications & Help Desk Team Mgr
Connie Guerrero
QA/TestLead
QA/TestLead
StakeholderInput
Sys Admin &Build Team Lead
Sys Admin &Build Team Lead
TrainingTeam Member
#1
TrainingTeam Member
#1
TrainingTeam Member
#2
TrainingTeam Member
#2
ReportsDevelopment
Team Lead
ReportsDevelopment
Team Lead
ReportsDevelopmentTeam Member
#1
ReportsDevelopmentTeam Member
#1
ReportsDevelopmentTeam Member
#2
ReportsDevelopmentTeam Member
#2
Data Conversion Coordinator
Data Conversion Coordinator
DevelopmentTeam Lead
DevelopmentTeam Lead
DevelopmentTeam Member
#1
DevelopmentTeam Member
#1
DevelopmentTeam Member
#2
DevelopmentTeam Member
#2
DevelopmentTeam Member
#3
DevelopmentTeam Member
#3
Finance TeamMgr
Annette Witt
Finance TeamMgr
Annette Witt
Business Intelligence/DW
LeadVicki Hemmen
Business Intelligence/DW
LeadVicki Hemmen
Technical TeamManager
TBD
Technical TeamManager
TBD
Central AgencyIntegration
LeadPam Fink
Central AgencyIntegration
LeadPam Fink
Agency/RegentsIntegration
LeadTBD
Agency/RegentsIntegration
LeadTBD
Positions Filled
Positions Posted
Positions to-be Filled
Security Lead
Security Lead
SecurityTeam Member
#1
SecurityTeam Member
#1
SecurityTeam Member
#2
SecurityTeam Member
#2
10
Chart of Accounts SurveyChart of Accounts Survey
Ninety-four agencies participated – Excellent Response – Thanks!
Asked STARS user agencies to help:
• Identify reporting needs currently unmet
• Identify specific data elements and hierarchy structures needed
• Identify areas where greater flexibility is needed – optional/agency specific data elements
• Develop recommendations for the FMS Chart of Accounts
Survey was created by a Chart of Accounts workgroup comprised of agency and central staff
Distributed in late March with responses due by April 8th
Survey was an opportunity for input into the design process
11
Does the STARS COA meet your needs for reporting financial transactions?
5241
10
20
40
60
Yes No NoResponse
Does your agency utilize an (agency-specific) enhanced COA for recording and reporting
transactions in an internal system?
4151
2
0
20
40
60
Yes No NoResponse
Chart of Accounts Survey ResultsChart of Accounts Survey Results
12
Chart of Accounts Survey ResultsChart of Accounts Survey Results
Does your agency have a need to track and report financial information by location?
2415
55
0
20
40
60
Always Sometimes Never
Does your organization need to track and report financial information at multiple levels
of the organization?
54
40
0
20
40
60
Yes No
13
Chart of Accounts Survey ResultsChart of Accounts Survey Results
Does your agency receive grants?
50
42
2
0
20
40
60
Yes No No Response
For agencies receiving grants, how is grant-related financial information tracked?
24 2738
4
0
20
40
60
In S
TARS
Agenc
y sy
stem
Sprea
dshee
ts o
r DBs
Oth
er
14
Chart of Accounts Survey ResultsChart of Accounts Survey Results
Does your agency track projects?
62
29
3
0
20
40
60
80
Yes No No Response
For agencies tracking projects how is project-related financial information tracked?
22
31
53
5
0
20
40
60
15
Chart of Accounts Survey ResultsChart of Accounts Survey Results
Is your agency required to produce agency-wide GAAP financial statements?
25
69
0
20
40
60
80
Yes No
For agencies required to produce agency-wide GAAP financial statements, what is the
source of the requirement?
12
3
11
0
5
10
15
20
16
Chart of Accounts Survey ResultsChart of Accounts Survey Results
Does the STARS COA adequately support your agency's cost allocation and cost
accounting needs?
57
31
6
0
20
40
60
80
Yes No No Response
Would you be interested in attending a small group discussion regarding COA issues?
48
39
7
0
20
40
60
80
Yes Not Needed No Response
17
““Prototype” Chart of AccountsPrototype” Chart of Accounts
A prototype chart of accounts with a crosswalk from STARS is provided below. (SHARP uses the PS Department chartfield.)
STARS PeopleSoftAgency => Business UnitDivision => DepartmentFund => FundObject => AccountPCA => ProgramBudget Fiscal Year => Budget Referencen/a => Projectn/a => Activity
Two additional optional (agency-specific) chartfields will probably be included.
18
Discussion/QuestionsDiscussion/Questions
For additional information on the project, please seethe project website: http://www.da.ks.gov/ar/fms/