introduction to helios association of integrated school bursars' conference 7 september lucy...
TRANSCRIPT
![Page 1: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/1.jpg)
Introduction to HeliosAssociation of Integrated School Bursars' Conference 7 September
Lucy Ross, Regional Property Manager, Central South, Education Infrastructure Service
![Page 2: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/2.jpg)
Today’s Topics
1. Background / Context
2. What is Helios
3. What will be Different
4. Helios Overview
5. Training and Support
![Page 3: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/3.jpg)
Background
• The school property portfolio is made up of approximately 2,300 schools.
• Property portfolio valued approx $22 billion (replacement cost).
![Page 4: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/4.jpg)
Future Focus
• Government Eight Point Plan to Transform School Property – from property funder to strategic asset manager.
• Strategic Asset Management = optimising the economic life of school buildings.
![Page 5: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/5.jpg)
Strategic Asset Management
Asset Information Requirements:
• What are they• Where are they• Condition / Value• Capacity• Expected Life• Future Demand• When to Replace /
Improve and at what Cost
![Page 6: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/6.jpg)
• Operating for 22 years.
• Data limitations.
• Insufficient information to support effective planning and investment decisions.
• Requires additional systems (multiple spreadsheets)
• Not able to record information needed to support strategic asset management / comply with Treasury Capital Asset Management Standards
Why Are We Changing from PMIS?
![Page 7: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/7.jpg)
What is Helios
PICTURES
CORRESPONDENCE
REPORTS
CALCULATIONS
![Page 8: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/8.jpg)
Helios Benefits
• Single source of the truth
• Better understanding of assets
• Better planning and decision making
• Shared understanding of assets encouraging improved collaboration
![Page 9: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/9.jpg)
What Will Be DifferentMoving From (PMIS) Moving To (Helios)
• PMIS and other systems and spreadsheets
•Data
• Project set up when $ needed
• Project start and finish dates
• Single funding source per project
• One System
• Data, Documents, Plans, Graphs, Photos, School
• Projects set up as planned
• Project plans, milestones, forecasts
• Multiple funding streams per project
![Page 10: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/10.jpg)
What Will Be DifferentMoving From (PMIS) Moving To (Helios)
• Not fully integrated with other Ministry systems
• Basic financial reporting
• Simple data capture
• Multiple records
• Effective integration with other Ministry systems
• Sophisticated reporting
• Increased data available
• Single source of the truth about projects
![Page 11: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/11.jpg)
Ministry SchoolsExternal Project Managers Public
First
Oracle
Draft Helios Overview
Other systems
10YPP
Treaty Settlements
HELIOS
Calculators
![Page 12: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/12.jpg)
Draft View of Helios Users
Ministry SchoolsExternal Project Managers Public
Release One Release Two
• Access via Property Toolbox, no login required
• Access via Property Toolbox using ESSA login
• View the same as the general public
• Access to specific school / project data
• Temporary transition team will enter data and run reports
• Project Managers able to enter project data into Helios and run reports
![Page 13: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/13.jpg)
Draft Helios Overview
First
Oracle
Other systems
10YPP
Treaty Settlements
HELIOS
Calculators
![Page 14: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/14.jpg)
Ministry SchoolsExternal Project Managers Public
First
FileNet
Oracle
Draft Helios System Overview
Other systems
10YPP
Treaty Settlements
HELIOS
Calculators
![Page 15: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/15.jpg)
Draft Look and feel of the K2 Portal
![Page 16: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/16.jpg)
Draft Look and feel of the K2 Portal
![Page 17: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/17.jpg)
Draft Look and feel of the K2 Portal
![Page 18: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/18.jpg)
Draft Look and feel of the K2 Portal
![Page 19: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/19.jpg)
Draft Look and feel of the K2 Portal
![Page 20: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/20.jpg)
Draft Look and feel of the K2 Portal
![Page 21: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/21.jpg)
Draft Look and feel of the K2 Portal
![Page 22: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/22.jpg)
Draft Look and feel of the K2 Portal
![Page 23: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/23.jpg)
Example of data exported into a PDF view
Exporting Data
Draft Look and feel of the K2 Portal
![Page 24: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/24.jpg)
![Page 25: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/25.jpg)
![Page 26: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/26.jpg)
![Page 27: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/27.jpg)
![Page 28: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/28.jpg)
Here’s an example of what you’ll see when you load up the SPG Calculator
• Will be available on Property Toolbox
• Can also be accessed via a short cut from Helios as part of Release 2
SPG Calculator
![Page 29: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/29.jpg)
![Page 30: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/30.jpg)
![Page 31: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/31.jpg)
What Will Be Different?
For both Releases:• PMIS will remain available in a “read only” format• Limited property information will be in the public version of
Helios
![Page 32: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/32.jpg)
Training
A 45 minute Webinar training will be available prior to Release 1 with further training arranged for Release 2.
![Page 33: Introduction to Helios Association of Integrated School Bursars' Conference 7 September Lucy Ross, Regional Property Manager, Central South, Education](https://reader035.vdocuments.mx/reader035/viewer/2022062315/5697bfef1a28abf838cb9cd2/html5/thumbnails/33.jpg)