自2010年以来, PCG’s 技术咨询 practice has partnered with the State of 加州 to procure and implement one of the largest public sector enterprise resource planning (ERP) projects in the nation - the Financial Information System for the State of 加州 (FI美元卡尔). PCG提供了采购方面的协助, 担任技术顾问的角色, and currently provides independent verification and validation (IV&(五)服务.

FI卡尔美元是什么?

FI美元卡尔 is one of the largest and most dynamic information technology undertakings in the history of 加州, an ERP project that will consolidate all the state’s accounting, 预算, 现金管理, and procurement operations into a single financial management system, powered by the PeopleSoft Financials and Supply Chain Management (FSCM) system and the PeopleSoft Interaction Hub. The system will eliminate the need for over 2,500 department-specific applications. Aside from a small number of departments that have been deferred or exempted from the project from the beginning of the project, all 加州 State Departments will manage their finances through the FI美元卡尔 system.

When the project team has completely implemented the system, 超过160个国家实体，15个,000 end users will use it to conduct the financial business of 加州. Currently, more than 97,000 vendors doing business with the state use the FI美元卡尔 system.

PCG是如何参与FI美元卡尔项目的?

The PCG team has helped guide the project toward successful implementation by providing IV&V——正在进行, independent third-party assessment of project progress resulting in forward-looking risks, 问题, 以及项目面临的障碍, with suggested mitigations for each possible impediment. PCG has worked with the project team to ensure that the FI美元卡尔 project is following applicable industry standards as identified by various standards organizations, 以及遵守合同义务. PCG团队也对设计进行评估, 配置, and management plans created by Accenture and the state to assure fitness for purpose and applicability to the objectives of the project.

“PCG’s partnership with the Department over the last seven years has directly contributed to the success of the FI美元卡尔 project,米里亚姆·巴塞罗那Ingenito说, 被任命为FI美元卡尔董事的州长. “盈科深厚的peoesoft和IT知识, combined with their professionalism and engaging style of IV&V, has resulted in early course corrections in all phases, from procurement through deployment.”

在FI美元卡尔, PCG IV&V team participates in all standard project activities. PCG team members attend and actively participate in strategy and tactical planning meetings, 例行状态报告会议, 反馈会议, 以及活动后的经验教训. The team also provides best practice-based input before implementation of new and updated project processes and procedures, 包括项目管理, 解决方案设计和开发, 数据转换, 测试, 转换和部署, 和服务管理. The PCG team also participates in formal and informal reviews of project artifacts, including system integrator contract deliverables and other project work products, to help ensure the project team is following industry standards for project management, 系统工程, 和服务管理 – not for the sake of following standards, 而是为了确保项目的成功.

PCG IV&V manager actively participates in project steering committee and executive meetings by providing presentations and responding to questions and requests for expert input. The focus is to ensure executive-level awareness of the project’s most significant 问题 and risks, as well as associated recommendations from an independent, 专家来源. The team also provides guidance and support to state employees leveraging standards put forth by PCG’s IV&V Center of Excellence, in addition to more than 20 years of PeopleSoft experience.

How did the FI美元卡尔 project get started and where is it headed?

The FI美元卡尔 project began as a business transformation project in 2005 to integrate, 改善, and re-engineer the state’s financial management processes. 状态控制器, 国家会计, and the Directors of the Departments of Finance and General Services signed a memorandum of understanding in 2007 to formalize the project. The project team selected PeopleSoft FSCM as the product, and project development began in 2010. The project team then selected Accenture as the system integrator for the project in 2012. 2015年1月, the State Department of Finance prepared the proposed Governor’s 2015-2016 Budget of $164.70亿使用FI美元卡尔. In 2016-17, 加州 legislation established the Department of FI美元卡尔 to provide the ongoing maintenance and operation function for the FI美元卡尔 system and support services for users of the system.

截至2018年10月, FI美元卡尔已经加入了大多数机构, 董事会, and departments (currently 155 of 加州’s 164 total) in 加州. FI美元卡尔 now manages transactions for about 60 percent of the nearly $500 billion budget in fiscal year 2018-2019, 包括联邦基金和所有其他基金. The next piece of the project involves implementing treasury control functionality. 项目的最后阶段, 计划于2019年7月完工, will be providing additional functionality to bring on the State Controller’s Office control functions.