# Presentation: 816231

## OCFO Decision Support Capabilities Improvement Project

- Finance Network
- Chuck Axthelm
- November 18, 2005

## Agenda

- OCFO Strategic Plan
- Current decision support environment
- Decision Support (DS) project overview
- Project Team
- Deliverables

## OCFO Strategic Plan

- Multi-year plan (2005-2009)
- “Create highly effective, efficient, and compliant approach to support scientific mission of LBNL”
- Greatest capability for least cost
- Continually raise professional financial management standards
- Each OCFO employee to receive a copy next week

## Strategic Approaches

- More steamlined organization
- Innovative leadership and services
- Financial stewardship with focus on controls and accountability
- Enhanced sponsor partnerships
- Financial & resource information: timely and accurate

## Information Improvement Projects

- Budget System: funding & planning
- Weekly effort & cost reporting
- FTE data
- Supply Chain: Pcard data
- Gelco upgrade: travel data
**Decision Support Capabilities Improvement: relevant & timely information**

## Current decision support environment

- Fragmentation of financial data
- Across FMS, IRIS, BLIS, Excel, etc.
- Spreadsheets and databases not integrated
- Ineffective analytical/reporting tools
- No standard “official” reports
- Limited support for users
- Demands for solutions/support outweigh available resources
- Enhancement requests for data, reports not well-coordinated

## Decision Support Project Objectives

- Provide decision makers and analysts easy access to relevant, timely and accurate information
- Deliver cost effective financial decision support system for financial reporting & analysis

## DS Project - Critical Success Factors

- One user interface for financial data, reporting & analysis tools
- IRIS v2 retired
- BLIS addresses users needs
- High impact data added to BLIS
- Effective standard reports deployed
- Improved analysis & reporting tools
- Timely completion of other OCFO  strategic plan projects
- Program established for on-going, sustained system improvements and user support/training

## Win-Win Opportunity for OCFO/BLIS

- BLIS provides OCFO with an environment, platform and tool set for developing & delivering decision support information to users
- Decision Support Project provides BLIS with a significant, focused application of its technology

## Core DS Project Team

- Office of the CFO
- Chuck Axthelm, Mgr, Field Operations*
- Faye Mitschang: Mgr, General Sciences Finance Center
- Minh Huebner: Budget Officer
- Lauretta Corsair: Mgr, Financial Systems & Reporting
- David Hathaway: Mgr, General Accounting
- IT Division
- Vik Bhatia: Mgr, Data Warehouse & Decision Support Systems
- Rich Nosek: Mgr, Financial Systems
- * *Project Director*

## FY2006 Project Focus

- Developing project mgt plans
- User/stakeholder communication
- Setting data & reports priorities
- IRIS migration/retirement strategy
- Cognos ReportNet upgrade (Ph 1)
- Additional data: FTE, funding, res cat hierarchy, other tbd
- New reports: FTE/effort, BMR with costs & funding, B&R status, others

## Future Deliverables

- Data: Cost plans, 737 data, detail ledger, PO/AP data, travel, WFO proposals
- Reports: High priority IRIS reports; funding transactions, one-line award mgt report, proposal reports
- User training & support services
- ReportNet phase 2
- Post project enhancement plan

## In Summary:

- The OCFO strategic Decision Support Capabilities Improvement Project is multi-year effort
- Focuses on meeting high priority PI and analyst information needs in a cost effective approach
- Dependent upon completion of other OCFO strategic projects
- Creates synergy with BLIS
- Consolidates existing IRIS reporting with expanded capabilities