enterprise & project governance - calpers · 2017-05-10 · enterprise & project governance...
TRANSCRIPT
Item 11, Attachment 1, Slide 1
Enterprise & Project
Governance
Item 11, Attachment 1, Slide 2
Governance
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Enterprise & Project Governance
Item 11, Attachment 1, Slide 3
Governance Levels
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Enterprise & Project Governance
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Governance Levels
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Enterprise & Project Governance
Enterprise
Programs
Business
Intelligence
Pension
& Health Investments
Information
Technology
Security
Item 11, Attachment 1, Slide 5
Governance Levels
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Enterprise & Project Governance
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Governance Levels
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Enterprise & Project Governance
Item 11, Attachment 1, Slide 7
Governance Levels
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Enterprise & Project Governance
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Governance Lifecycle
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Enterprise & Project Governance
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Enterprise Governance
30-40 Concepts 7-10 Proposals 3-5 Projects
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Governance Lifecycle
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Enterprise & Project Governance
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Enterprise & Project Governance
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Enterprise & Project Governance
Project Oversight
Sponsor
• Business & IT
Project Director
• Business & IT
Governance
• Scope,
Schedule, Cost
• Organization Readiness
• Risk Mitigation
• Issues
Project
Manager
Steering
Committee
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Enterprise & Project Governance
Project Governance
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IT Governance Team Roles
Key Governance
Decisions
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Enterprise & Project Governance
Dashboard & Quarterly Report
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Enterprise & Project Governance
Post-Implementation Lifecycle
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my|CalPERS Functional
Optimization Governance
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Enterprise & Project Governance
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my|CalPERS Optimization
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Objectives
2011 - 14 2015 - 18 2018 - xx Optimization Goals
Improve Customer Service (faster benefit payments, noticeable gain in service levels)
Reduce Risk (less chance of errors, increased compliance)
Realize Operational Efficiencies (reduce temporary resources, reduce overtime expenses)
Streamline Processes (reduce manual errors, save time on cases)
Optimization Targets
Actuarial
Fiscal
Customer Support
IT System Foundation
Contracts & Contributions
Health
Pension
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Initiative Allocations
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Operational Efficiencies Initiatives include: Vendor Bank Rejects Automation, Final Compensation
Calculation, Redesign Medicare Processes, Replacement Benefit Plan
Cost Savings
Risk Reduction
Improved Customer Service
Streamlined Business Process
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Program Directives
Initiatives include: Single Medicare Payer, Interest Payments, Accounts
Receivable Projections, MSS Retirement Options Simplification,
Enrollment Recertification
Cost Savings - $21M annually
Risk Reduction
Reduced Complexity
Improved Customer Service
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Initiatives include: Online Health Statements, Employer Accounts
Receivable Tracking, Modification of Life Option Beneficiary, MSS
Home Page Enhancements
Online Services
Cost Savings - $1M annually
Risk Reduction
Improved Customer Service
Streamlined Business Process
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Technical Optimization
Initiatives include: Light Weight Task Manager, Business Rules Engine
Replacement, Data Integrity
Cost Savings - $5M one-time and $1M annually
Knowledge Transfer
Reduction in consultants
Blended Teams
System simplification
Enhanced sustainability
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Complete analysis, design, coding, and testing of initiatives that will
implement in FY 2017-18
Deploy remaining initiatives over the next seven my|CalPERS releases
Project is scheduled to end June 30, 2018
Assess future needs
Next Steps
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Item 11, Attachment 1, Slide 26
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Enterprise & Project Governance
Post-Implementation Lifecycle