Public School Business System Modernization Plan Summary. FBS Summer Conference July 27, 2017

Transcription

1 Public School Business System Modernization Plan Summary FBS Summer Conference July 27, 2017

2 In a Nutshell Business System Modernization is a comprehensive project to update LEA and DPI core financial, HR, and reporting systems Initiated and funded by the legislature Run out of the Office of the State Superintendent of Public Instruction 2

3 Defining Modern Integrated HR and Payroll Employee self-service Mobile as a primary interface Contemporary application interfaces and data exchanges Timely linkage between licensure and position Advanced data integration, analytics, and visualization Reliable, secure, scalable, and service-oriented State-level rollup and interactive dashboards 3

4 A Collaborative Effort NC Association of School Business Officers (NCASBO) committee Clyde Locklear, CFO Cumberland County Schools Angie Henry, CFO Guilford County Schools Personnel Administrators of NC (PANC)-designated Human Resource Management System (HRMS) steering committee Stephen Foster, Executive Director HR Guilford County Schools Brian Propst, HR Technologist Buncombe County Schools Pre-planning conversations with vendor community, GDAC, districts that have made a transition, CFOs, HR executives, technology directors, and related staff DPI staff work on transition away from old technology platforms for file transfers, budgeting, and related automations 4

5 S.L Section 7.16: Legislation Directs NCDPI to Implement the Plan recommended by the NC State Board of Education (from May 2017) States the intention of the General Assembly to fund a multiphase, multiyear project October 1, issue a request for proposal for a software as a service Enterprise Resource Planning (ERP) solution Appropriates $29M for the biennium 5

6 The Plan Executive Summary Background Government data analytics center (GDAC) Related NC business system modernization initiatives The scope of Business System Modernization LEA and charter school Enterprise Resource Planning State level reporting State level licensure Modernization Approach Budget and Timeline Organization and Collaboration Recommendations for the Biennium Supporting Documentation Acknowledgements 6

7 Business System Modernization Will: Comprise LEA enterprise resource planning (ERP) systems, statewide reporting, and licensure systems; Require comprehensive planning, design and implementation support; Cost between $150M and $250M in one-time funding and take 6-8 years to implement. 7

8 Five Accounting Packages Oracle and Infor/Lawson are among the top three enterprise software companies in the world along with SAP. K12E is a MS Dynamics based product and the parent company also owns Sunpac (purchased in 2012). Sunpac still runs on the IBM iseries platform. Linq includes HR functionality, runs on MS Windows and is owned by a Wilmington, NC based company. 8

9 One Size Does Not Fit All The smallest 50 LEAs combined have about the same number of employees as WCPSS. 9

10 Some ERP Scenarios 10

11 Budget Includes support for: Program management office LEA ERP transition and implementation costs Modern data integration and reporting services Licensure business process review HRMS and iseries operating and hosting costs 2018 forward 11

12 Organization and Collaboration DPI Leadership Team Program Director advises NC General Assembly Ed. Oversight IT Oversight SBE Business System Modernization Advisory Committee Project Management Office Major Work Streams Working Groups ERP Payroll, HR, Budget Licensure Financial Reporting Human Capital Mgmt Licensure State-Level Reporting 12

13 ERP Planning & RFP Implement Advanced Analytics Implement Data Integration Service Licensure Operations and Platform Modernization Licensure Business Process Review & Plan Business Process Architecture & Template DPI & Local Systems Modernizations (~75 LEAs) SaaS ERP Implementations (~40 LEAs) Timeline

14 Next Steps Hire a Program Director and establish the PMO Determine the optimal logistics for the ERP request for proposal: Issued from where? What districts will participate in the initial rollout? Multi-award? Work with GDAC to initiate reporting and data integration modernization work 14