ATCH_5_-FBMS_D9_DBR_Presentation.pptx

FY14 Deployment Baseline Review

July 26, 2012

Deployment Baseline Review (DBR) Agenda

Introduction and Objectives for D8 Scope Deliverables and Work Products Overall Timeline and Quality Gates DBR Risks Review currently identified Risks New Risk/issue identification Bureau Comments and DOI Caucus

Closing Remarks

Welcome Welcome to the FBMS Baseline Review for FY14/FY15 Some milestones with this session:

Will be the first DBR held for work to be implemented after all bureaus have been deployed First deployment with focus on optimizing FBMS functionality per user requests The shift in focus from a bureau deployment perspective to a sustainment perspective has resulted in changes in processes. As we move forward, the Program Management Office (PMO)/Business Integration Office (BIO) will continue to work with the bureaus to simplify and institute these new practices. Today, we’ll be reviewing the FY14/FY15 plan for moving forward The majority of the information being discussed today has been covered during previous meetings with the bureaus and System Owners but this meeting provides an opportunity for additional input from all stakeholders.

Today’s DBR Objectives

Review detailed scope for FY14 and preliminary scope for FY15 Identify any current or new potential risks/current issues DOI discussion of the FY14 DBR with the Project Sponsor Was an accurate understanding of scope presented?

Does the defined scope understanding fit within the available budget?

Was an understanding of known risks, risk mitigation, and recommended acceptable levels of risk presented?

FBMS Project Sponsor’s decision to approve/disapprove the FY14 DBR

FY14/FY15 Overview

FY14 – FY15 Scope Review As previously discussed, scope definition will now be on a 2 year cycle to account for all of the new work occurring in a given fiscal year- both current year development work and subsequent year planning.

Between DBR and PDR in December, scope will be finalized based on blueprinting results and fall capacity assessment. CDR has been eliminated since are no new critical business processes to be added.

The PMO has worked closely with the System Sponsor, System Owners and the FSALT at various points in the FY14/FY15 scope definition process.

In particular, significant effort on the part of the bureaus and the PMO went into reviewing, clarifying and ranking optimization items to determine those items of consideration in FY14.

We will be reviewing the different categories of scope for each FY- mandatory and additional- definitions are shown in reference material at end of deck.

Strategic Topics – FY14/FY15 Scope

Scope Terminology Mandatory scope is required PMO/BIO resource support or a system change:

Necessary to maintain system currency such as software or infrastructure upgrades, Administrative directives provided by a outside third party (ex. OMB or Treasury) or the FBMS System Sponsor and Owners Activities directed by System Sponsor and Owners related to new initiatives such as roadmapping Optimization to FBMS based on bureau priorities and PMO/BIO capacity Additional scope includes efforts that:

May be required to improve internal PMO/BIO processes to gain efficiencies in support Planning for future new work Or other non-mandatory system changes that may be completed if PMO/BIO capacity allows

FY14 Mandatory Scope (1/2) Strategic Topics – FY14/FY15 Scope

Optimization Items Federal Real Property Profile (FRPP) Changes Federal Automotive Statistical Tool (FAST) Changes

FY14 Mandatory Scope (2/2) Strategic Topics – FY14/FY15 Scope

FY14 Optimization & Energy Initial Assignment Disposition Items reviewed:

Energy: Release 8.4 (6 items) + 1 D9 item already on FSALT list Optimization Items: 90 ranked items plus 11 the FSALT requested for Blueprinting

A total of 36 items will be blueprinted. This includes 34 of the 52 D9 items, 1 deferred optimize item related to Budget Year and reconciliation reporting processes between FBMS/USASpending and FBMS/FPDS-NG.

Detailed LOEs are required to determine capacity for blueprinted items and final inclusion in FY14 work is dependent on that capacity.

FY14 DBR Relevant FY14 DBR Non-Relevant

FY14 Additional Scope Strategic Topics – FY14/FY15 Scope

FY15 Mandatory Scope

Optimization Items Federal Real Property Profile (FRPP) Changes Federal Automotive Statistical Tool (FAST) Changes Procurement Instrument Identifier (PIID)/Line Item Numbering Mid-Year Optimization Release(s) Optimization Items

Budget Roadmapping/ FMM Roadmapping/ Revenue Roadmapping Planning support for roadmapping efforts until solutions determined and scheduled

FY15 Additional Scope

D10-Change Active Directory integration solution D10-Align with OCIO Authentication Standard

FY14 – Application Development Scope

Note: 48 of the objects to be modified are impacted by the new TAS/BETC requirements

D9 Deliverables and Work Products

Project Preparation

Business Blueprint

Realization

Final Preparation

Go- Live and Support

DBR

PDR

TRR-UA

TRR-I

PRR

Go- Live

ORR

Organizational Change Management Functional Organizational Business Process Data Conversions Interfaces Business Warehouse Technical Infrastructure Enhancements & Workflows Reports & Forms Enterprise Portal Security

Blueprint Deliverables:

Updated Testing Strategy Business Process Definitions (BPD) Updated Preliminary Requirements Traceability Matrix (RTM)

CDR

D9 Blueprint Deliverables and Work Products Blueprint Work Products continued:

Updated Project Tools Procedures Updated Continuous Process Improvement and Risk Management (CPIR) Plan End to End Process Flows Business Process Master List (BPML) Updates Requirements Management Plan Updated Preliminary Design Review (PDR) Checklist

Realization Phase Deliverables:

Updated End User Training Strategy RICEFW and BW Functional Specifications (TRR-I) RICEFW and BW Technical Specifications (TRR-I) End User Education Materials Software Test Results (Integration Test Results) UAT Test Plan (TRR-UA) Updated Preliminary Requirements Traceability Matrix (RTM) Updated Production Support Strategy Updated Data Validation and Verification Approach D9 Realization Deliverables and Work Products

Go - Live and Support

TRR-UA

TRR-I

PRR

Go- Live

ORR

Organizational Change Management Functional Organizational Business Process Data Conversions Interfaces Business Warehouse Technical Infrastructure Enhancements & Workflows Reports & Forms Enterprise Portal Security

CDR

Realization Phase Work Products:

Updated Technical Infrastructure Needs Updated Sizing Document Updated IMS (through TRR-I) Updated IMS (through remaining Realization) Work Step Instructions Configuration Documentation (COE) Content Access Matrix (CAM) Integration Test Plan Integration Test Kick-off Materials Test Cases/Scripts Updated Interface Topology Updated Desktop Management Strategy Updated Failure and Disaster Recovery Test Plans Updated Network Topology Updated Output Management Strategy Updated TRR-I Checklist Updated TRR-UA Checklist Updated Solution Architecture (System Landscape) Updated Systems Administration Test Plans Updated Integration Test Execution Procedures Updated Testing Progress Metrics and Reports Updated Defect Management Guidelines Updated Volume and Stress Test Plan Updated Network and Infrastructure Test Plans

Final Preparation Deliverables:

Updated Phase Exit Criteria - PRR Checklist (PRR) Cutover Plan (PRR) Contingency Plan Interim Procedures Go-Live Assessment (Go-Live) Final Preparation Work Products:

Updated IMS (Final Prep) Updated Production Support Integration Plan - DOI Five Updated Application Architecture and Settings Manuals — DOI Updated Help Desk Procedures (Go-Live) - DOI D9 Final Preparation Deliverables and Work Products

Go-Live and Support

TRR-UA

TRR-I

PRR

Go- Live

ORR

Organizational Change Management Functional Organizational Business Process Data Conversions Interfaces Business Warehouse Technical Infrastructure Enhancements & Workflows Reports & Forms Enterprise Portal Security

CDR

D9 Go-Live and Support Deliverables and Work Products D9 Post Go-Live Deliverables:

There are no post go-live deliverables

Post Go-Live Work Products:

Updated IMS (Go-Live and Support) Updated Interface Diagram - DOI End-User Training Assessment - DOI

Go - Live and Support

TRR-UA

TRR-I

PRR

Go- Live

ORR

Organizational Change Management Functional Organizational Business Process Data Conversions Interfaces Business Warehouse Technical Infrastructure Enhancements & Workflows Reports & Forms Enterprise Portal Security

CDR

Overall Timeline and Quality Gates

6/13

7/13

8/13

9/13

10/13 11/13 12/13 1/14 2/14

D9 Notional Timeline & Quality Gates 3/14 4/14 5/14 6/14 7/14 8/14 9/14 10/14 11/14 12/14 1/15 2/15

D9 Quality Gates1:

DBR: 07/26/13

PDR: 12/18/13

TRR-I: 05/28/14

TRR-UA2: 08/xx/14

PRR: 10/06/14

Go-Live: 10/23/14

D9 Blueprint Phase Realization Phase

IBC DEV2

Upgrade D9

TRR-I

5/14 12/13

D9

TRR-UA

8/14 Integration Testing

UAT

Integration Prep UAT Prep

PRR

Regression test, Config, RICEFW, Roles

D8 Optimization Release Release Go-Live

D9 Cut-over

D9 Go-Live Stabilization

End

Cut 1 Cut 2

IBC QA2 Upgrade 3/14 1/14 D8 Optimization Release April 18, 2014

D9 Tech Refresh 33

DEV2 Build & Migrate 3/14 1/14

QA2 Build & Migrate 5/14 2/14

TRN Build & Migrate 6/14 4/14

DEV1 Build & Migrate 7/14 5/14

QA1 Build & Migrate 8/14 6/14

5/14 8/14 2/15 Build Prod, ProdCopy D9 S&V, Interface, DR, and Admin Testing

Prod Data Sync Move to Cloud Prod D8 Optimization Release Includes:

Optimization Items Early portion of TAS-BETC Energy mid-year items D9 Release Includes:

Optimization Items Remainder of TAS-BETC Mandatory D9 Items 10/14 Note:

The D9 Quality Gates will be finalized as the IMS is further defined based on capacity for FY 14 and PDR scope.

The testing processes for D9 are being reviewed and the TRR-UA gate may not be required if the integration and user acceptance testing cycles are combined Tech Refresh 3 Quality Gates are being developed as part of a vendor deliverable and will be brought to the August, 2013 ESC Meeting 8/14

Pilot

8/13

DBR Risks

FY 14 Risks FBMS00090963: Insufficient System Admin resources for Tech Refresh 3 Initial capacity assessment reflects shortages in BASIS and Stress and Volume resources for supporting the Tech Refresh 3 work Additional resources are required or impacts may occur to O&M and other development work FBMS00090965: Uncertainty in PMO/BIO Capacity FY14 planning and capacity assessment are based on anticipated staffing level but FY14 budget is not yet finalized If budget is finalized at a lower level, development work will be affected FBMS00090968: Impacts of System Change Mandates Third party mandated changes divert development resources from planned work Contingency set-aside required to avoid impacts to planned scope

FY 14 Risks FBMS00090996: Loss of institutional project knowledge With the end of the System Integrator engagement and the upcoming re-compete of the PMO Support contract, there is a risk of loss of institutional knowledge within the PMO/BIO.

May require additional requirements clarification sessions post-blueprinting to assist with knowledge transfer.

Transitional activities would require PMO/BIO resource support, diverting resources from development FBMS00090997: Tool Migration for Quality Processes Implementation planning remains to be completed for the Solution Manager project which leaves an uncertainty on tool availability If the tools to be used for Change Management, Risk Management, and Test Management are not clearly defined, then work-arounds or use of existing tools/processes may be required Level of resource support required for implementation also uncertain at this time

Bureau Comments and DOI Caucus

Closing Remarks

Supplemental Materials

Optimization Item Initial Assignment by Rank (1/3)

Optimization Item Initial Assignment by Rank (2/3)

Optimization Item Initial Assignment by Rank (3/3)

FY14 Post-Blueprinting Actions and PDR Preparation Although all work selected for FY14 exceeds current budgeted resources, the PMO/BIO wants to identify a realistic list to take to DBR and subsequent blueprinting. This would allow the PMO to make rapid additions to FY14 workload if additional resources became available or teams have more capacity By fall, some unknowns will be better clarified : SAP Enhancement Pack 7 release notes available in August; more detailed LOEs available from blueprinting; O&M ticket support can be reevaluated with an additional 6 months of data; proposed FY14 budget may be clearer; FY15 preliminary scope can be better defined for estimating LOEs PMO/BIO capacity will be reanalyzed and final scope determinations and release assignment will be completed this fall prior to PDR in December Based on testing requirements and resource leveling, release assignment of optimize items may be shifted from D9 to mid-year release PDR in December will finalize FY14 scope and preliminary FY15 proposed scope image2.jpeg image5.emf image6.emf image7.emf image1.jpeg image4.jpeg