policy-compliant: acoa’s sharepoint-based business process ... · –the system also enabled...
TRANSCRIPT
Smarter, Faster, Cheaper, Easier to Use… and
Policy-Compliant: ACOA’s SharePoint-based
Business Process Platform (BPP)Ron Surette DG – Service Transformation, Atlantic Canada Opportunities Agency (ACOA)
Stephen Karam Practice Lead – Government Service Excellence, Systemscope
Systemscope – Who We Are
NCR-based strategic consulting firm with exclusive focus on public sector priorities.
3 Key Practice Areas:– Government Service Excellence
– Information Management
– Strategic Business Consulting
40 active GC accounts
16 employees, 60 associates, 10 active partners
OverviewSmarter, Faster, Cheaper, Easier to Use… and Policy-Compliant: ACOA’s SharePoint-based Business Process Platform (BPP)
Introduction to ACOA
Business Context
Achievements to Date
ACOA’s approach – The Business Process Platform (BPP)
Live Demo of the BPP
3
Introduction to ACOA
Provides government service to business at various stages of the business
lifecycle, through its HQ in Moncton and various CBSCs throughout Atlantic
Canada
The majority of ACOA’s focus is on management of Grants & Contributions
(Gs&Cs), supplemented by discovery services for supporting information across
multiple jurisdictions
Overall Gs&Cs envelope is approx. $250M, managed by a complement of 725
FTEs and an O&M budget of $95M (08/09)
4
Business Context
2006: OAG Report highlights Gs&Cs
challenges within the GC
Blue Ribbon Panel on Gs&Cs formed;
produces report with recommendations
Part of TBS response was to form Centre of
Expertise to lead Gs&Cs Reform
5
ACOA was a participating organization in the early stages of Gs&Cs Reform, committing
to reduce reporting burden by 10%
ACOA employs an “architecture before implementation” approach, focused on business
and information needs to inform the use of enablers; this becomes a cyclical approach
The Agency aimed to leverage existing organizational and GC investments to improve
both the internal and external service experience
Business Content – Gs&Cs 8A Model
6
Some of ACOA’s Achievements to Date
Compliance within “Web of Rules”
– E.g. applied faceted taxonomy and business classification directly
tied to MAF indicators and the agency’s Program Activity
Architecture (PAA)
Data entry productivity for Account Managers is up 30% through the
use of pre-population of historical data
Implementation of Qaccess, a business system that enabled
rationalized business processes
– The system also enabled retrieval of a recipient profile in 30
seconds, down from 30 minutes7
Before turning over to Ron, a bit more context…
Several GC departments use their own solutions for Gs&Cs delivery,
with some participating in planned cluster initiatives
There is no current planned or accepted architecture for Gs&Cs
delivery and management within the GC
Gs&Cs, like many other functions of government, are currently
solution driven
8
ACOA is seen as a leader within the GC in pushing the envelope on Gs&Cs delivery,
while maintaining compliance within the Web of Rules
What Is BPP?Definition: The business process platform (BPP) is a combined IT and
business model that enables enterprises to accommodate rapid but controlled
business process change through the use of integrated process composition
technologies and reusable business process components in a managed
environment.
- Gartner 2009
In broad terms, the concept of a process platform is meant to
describe an underlying applications platform that enables users to
model, orchestrate, integrate and execute processes quickly and
easily, to suit their ever-changing business needs
People + Enterprise Architecture + SOA + Technology = BPP
Using MOSS as a BPP
• ACOA is using MOSS 2007 as a project-case
management tool to support a project-case model
• Most government activities are project and/or case
based and fit well into the project-case model.
• ACOA has identified some 80+ case types that define
the agency’s business processes.
• The project-case can range from very simple to very
complex.
Target
Group
Needs
Record
Task
Strategic
Objective Service
Sub
Service
Program
ActivitySub
Activity
Outcomes Business
Activity
Case
(Output)
The PAA and GSRM facets intersect at the case
Information ArchitectureThe case file is the link between the
PAA ,GSRM and effective Recordkeeping
Case
File
(Why)Service
(How)
Cases (and Case Files) have multiple facets
In addition to being part of PAA dimension and the service dimension, the case may also be identified by several other facets (dimensions)
• Legislation
• Accountability– Who is responsible for the case
• Finance Responsibility– Which budget is supporting the case
expenditures
– What program(s) is(are) funding the case
• Risk– What are the risk elements to this case
• Geography– The Geo-code (or Postal Codes) attached to
the case
• Time– Start and end date along with case
milestones
• Client Segments– Various target groups of clients
Business Process PlatformIn support of project-cases
SOA Service Bus
Business Process PlatformLoB Apps
Technology Architecture
Busin
ess
Intellig
ence
Com
munity
Work
spaces
Enterprise ArchitectureR
ecord
Keep
ing
OtherHRERP
Business Process Platform• The BPP ecosystem contains hundred of project cases
grouped facets.
• The various project-cases can are presented and
managed through community workspaces.
• Project-case profiles are exposed as web services
through the SOA service bus.
• Line of Business and legacy application information
is also exposed on the service bus
• The data is made available forma data warehouse for
BI functions
3/25/2009
ACOA IM Roadmap
Unstructured data + XML Records (Record Centre)
Corporate Ontology and Taxonomy Project Phase 1 Phase 2 Phase 3
Finance System
GX Finance System
Shared Service
HR System
HRIS HR System
Shared Service
Qaccess
(Contributon)
Intranet Portal
Rendezvous
Shared Trusted Digital
Repository
“Shared Drives”Business Unit
Workspaces
Committee
WorkspacesTeam
Workspaces
Replaced
Outreach Pages
News
Resource Centre
Navigation
Replaced
Learning
ModulesStaffing
Modukes
Canada School of
Public Services
Business Applications
EPO
Phase II Financial
Integrated
Planning
Performance
Measurement
Corporate
CRM +Stakeholders
PAA
Finance Modules
Replaced
Structured data (SQL Server + Data warehouse)
Finance Planning
modules
Internet
Public Site
New CLF Site
AC
OA
Se
rvic
e B
us (In
form
atio
n B
us)
Replaced
Enterprise Project OfficeMAF
Audit
Reviews
Others
EPO
Phase II Non -Financial
GC
Se
rvic
e B
us (In
form
atio
n B
us)
Business Process Platform (BPP)
Sharable components in SharePointSharePoint provides an opportunity to share components in the form of templates. This significantly reduces development costs
and will facilitate standardization.
• Application templates– Application templates are out-of-the-box custom scenarios tailored to address the needs and requirements of specific business
processes or sets of tasks in organizations of any size. They also provide a starting point to build deeper SharePoint-based solutions.
– Example: Case management template
• Site templates– Pre-configured templates used to meet more generic needs. Once created the site and the site components can be customized by
changing libraries, lists, views, etc.
– Example: Committee workspace
• Library templates– Library templates to be used to create pre-defined libraries (containers to store documents) the template may include views and a pre-
configured set of meta-data associated with the documents. Libraries are also provided through site templates.
– Example: Document library, picture library, form library
• List templates– Templates to be used to create pre-defined lists for data management. Lists are also provided through site templates.
– Example: Project task lists, events, contacts, etc.
• Page templates– Page Templates to be used to create web pages that display the information found on the site, from other sites, from databases or form
the web.
• Features– Although not a template, features enable a developer to add functionality to SharePoint templates. Once developed, these features can
be shared between Departments.
Demo
• Collaboration environment (Workgroup Cases)
– Committee , Workgroup , Team , Communities, Units
• Project Office (Enterprise Project Office)
– From the very small to the very big
• Applications ( Line of Business Solutions)
– G&C solution
– Audit solution
• Dashboards ( Business Intelligence)
– Common reporting for all aspects of the platform
• Portal– Navigation to all aspects of the platform
Questions
Thank You For Joining Us
Stephen Karam
Next Workshops:
Architecting Web 2.0: Striking the Balance Between Control and Chaos(1:00 pm to 2:15 pm)
– Thomas Kierney, Treasury Board Secretariat
– Jane Stewart, Systemscope
Architecting for the e-Record(2:30 pm to 3:45 pm)
– Alexandra Freeland, Canadian Nuclear Safety Commission
– Linda Daniels-Lewis, Systemscope
– Lindsay Fraser, Systemscope
Systemscope GTEC Open Workshops – Oct 6 2009
Smarter, Faster, Cheaper and Easier to Use… and Policy-Compliant : ACOA’s Sharepoint –based Business Process Platform (BPP)(10:00 am to 11:15 am)
– Ron Surette, Atlantic Canada Opportunities Agency
– Stephen Karam, Systemscope
Architecting Web 2.0: Striking the Balance Between Control and Chaos(1:00 pm to 2:15 pm)
– Thomas Kierney, Treasury Board Secretariat
– Jane Stewart, Systemscope
Architecting for the e-Record(2:30 pm to 3:45 pm)
– Alexandra Freeland, Canadian Nuclear Safety Commission
– Linda Daniels-Lewis, Systemscope
– Lindsay Fraser, Systemscope