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OFA Capstone Project

During the course of the Ohio Fiscal Academy program cohort members work in teams to complete a capstone project that addresses a current fiscal related leadership, management, or policy challenge confronting a public or non-profit organization. The capstone project is designed to bring together the knowledge gained through the entire Ohio Fiscal Academy program and permit the cohort members to demonstrate mastery of the various concepts discussed throughout. It also asks participants to test their leadership and managerial skills as they navigate group work. The program actively encourages teams to select problems of immediate relevance to their own agencies or communities of interest.

Cohort capstone teams are expected to apply a variety of skills, tools, and knowledge to assess a strategic issue and arrive at recommendations for change and/or improvement. The capstone project requires the cohort teams to get up-to-speed quickly on a specific fiscal content or issue area; enhance key process skills, such as project management and teamwork; and develop competency in gathering, analyzing, and reporting out data. For cohort members, it is an opportunity to interweave their learning from many areas in a real time, unpredictable, complex, real-world environment. For the state of Ohio, it is an opportunity to have current and future public fiscal leaders focus on practical application and growth.

 


 

Cohort 7 Capstone - Final Reports

Team #statemates7 - State of Ohio Enterprise Social Networking

The State of Ohio would benefit greatly from a group of professionals that could share contact information, networking opportunities, creative and innovative approaches to procedures or policies that could be productive to all agencies, boards and departments. While the State is launching the Fiscal Knowledge Exchange, a site similar in scope, it lacks a platform for networking, contact information transfer, and idea exchange. Often, between State agencies there is little collaboration or opportunities for open innovation, which make historical knowledge and creative ideas difficult to transfer and maintain. By creating a professional network for State employees, it reduces duplicative research efforts, strengthens relationships and encourages communication and collaboration in State government.

Team 1 Presentation Team One Powerpoint
(4.6 MB) (PDF)
Team 1 Paper Team One Report
(1.0 MB) (PDF)

 

Team Exit Into - Pathways to Transition Success

The task of on-boarding capable talent for senior fiscal positions can be very challenging, which is further complicated by the fact that Chief Financial Officers (CFOs), Assistant CFOs, and other senior financial managers have critical roles in their state agency. It is imperative that new persons in these positions succeed and that they become proficient in their responsibilities in a timely manner. A smooth and efficient transition will increase the incoming CFO's morale, productivity, and performance.

Team 2 Presentation Team Two Powerpoint
(1.9 MB) (PDF)
Team 2 Paper Team Two Report
(0.4 MB) (PDF)

 

Team For the Record - Agency Purchasing Request Form (APR)

Even though agencies do vary in size and in their procurement ways, the idea that there cannot be a universal form should be challenged. Conducting agency-wide research from various size agencies will provide in-depth analysis about what may belong on an electronic APR form, and help the move towards the creation of a "practical and universal" purchasing form. With agency testimonials, procurement leadership onboard, and a willingness to adapt, a universal form can be created and implemented. Employees must have a consistent purchasing model rolled out for use. Efficiency and productivity will rise, and in turn, the State benefits. Once the frontline step of a universal form is created, future improvements along procurement lines will lead to paperless processes. Ohio can be the catalyst for top quality procurement services in the entire nation.

Team 3 Presentation Team Three Powerpoint
(2.0 MB) (PDF)
Team 3 Paper Team Three Report
(0.7 MB) (PDF)

 

Team Match Makers - Maximizing the Three-Way Match

Departments and agencies throughout the State of Ohio are tasked with being good stewards of the taxpayers' money. Increasing efficiency and decreasing costs of accounting processes are two things that fiscal departments can do to assist in this mission. Match Makers has chosen to examine one of the most time consuming and costly processes in accounting, accounts payable. Specifically we examined the three-way match process which is the matching of the purchase order, invoice and receiving report.

Team 4 Presentation Team Four Powerpoint
(1.7 MB) (PDF)
Team 4 Paper Team Four Report
(0.7 MB) (PDF)

 

Team Fiscal Force - Standardizing Procurement to Payment Process

In 2007, the State of Ohio replaced their dated networking systems, CAS, with Ohio Administrative Knowledge Systems. Yet, some State agencies still maintain their own procurement system. The purpose of this qualitative multiple case study was to explore procurement processes among seven State agencies to determine mutually beneficial standardized system that might be applicable statewide. A purposive sampling of 9 agency officials comprising of users and non-OAKS users participated in an open-ended semi-structured interview process. Data from the interviews were transcribed, coded, and analyzed. Drawing from the Business Process Reengineering Method (BPR) propounded by Davenport and Short and enhanced by Hammer and Champy, 4 themes emerged: OBM procurement policies, use of OAKS for procurement to purchase, benefits of existing procurement system, and disadvantages of existing procurement system. Findings from this research included standardizing procurement policies across the State to potentially minimize training cost, standardizing procurement system to benefit from supplier discounts and economies of scale, and standardizing procurement processes to enhance smooth employees' transition from one State agency to another. The implication for positive change includes improving procurement to pay processes to meet supplier requirements and utilize taxpayer dollars more effectively and efficiently.

Team 5 Presentation Team Five Powerpoint
(0.6 MB) (PDF)
Team 5 Paper Team Five Report
(0.1 MB) (PDF)

 

 


 

Cohort 6 Capstone - Final Reports

Team Let's Get Fiscal - Financial Management Boot Camp

The Let's Get Fiscal Team is proposing a "Financial Management Boot Camp." A boot camp is defined as "a program or situation that helps people become much better at doing something in a short period of time." (Merriam-Webster's Learner's Dictionary Online). Within a boot camp participants are taught skills that are needed to prepare them for completing a task or exercise. This boot camp would be offered to all State of Ohio agencies to assist in filling gaps in the guidance of new financial managers. The boot camp will provide tools and techniques for successful job performance. Developing a boot camp type of training for newly hired or front line management would be a great asset to the finance departments.

Team 1 Presentation Team Two Powerpoint
(2.8 MB) (PDF)
Team 1 Paper Team Two Report
(0.2 MB) (PDF)

 

Team Getting Good M.A.R.K.S. - CFO Knowledge Transfer

Our team is proposing to create a knowledge transfer program/curriculum targeted toward new Chief Financial Officers, in order to provide the tools for immediate success for these individuals consistently across the state. This case study will outline the research methodologies used, analyze and outline the findings, and provide our recommendations on the content, format, and mode of our Chief Financial Officer Knowledge Transfer program.

Team 2 Presentation Team Two Powerpoint
(1.1 MB) (PDF)
Team 2 Paper Team Two Report
(0.2 MB) (PDF)

 

Team Checks & Balances - Accounts Receivables: Aging - Reconciliation - Collections

The State of Ohio is comprised of agencies operating from various revenue sources. For agencies not heavily dependent on the state's general revenue fund or federal funds, the timely collection of fee revenue is imperative to maintaining daily operations and providing services to the citizens of Ohio. As part of our research, we focused on three components of the accounts receivable process; identification of aging receivables, reconciliation of receivables, and the collection of these receivables.

Team 3 Presentation Team Two Powerpoint
(6.3 MB) (PDF)
Team 3 Paper Team Two Report
(1.3 MB) (PDF)

 

Team The Ledger Group - Standardization of Voided Warrant Reissuance

The Ledger Group's position is that standardizing the voided warrant reissuance ("VWR") process will save time, lessen confusion and create a better customer service experience for those who receive payments from the State of Ohio.

Team 4 Presentation Team Two Powerpoint
(4.1 MB) (PDF)
Team 4 Paper Team Two Report
(1.0 MB) (PDF)

 

Team Queens of Compliance - Fleet Management: Reporting Best Practices

Through our research of the Department of Administrative Services (DAS) Office of Fleet Management, specific state agency fleet management procedures, and two other states' fleet management systems, we have identified ways in which Ohio can be more efficient and uniform with reporting processes and accountability practices.

Team 5 Presentation Team Two Powerpoint
(1.1 MB) (PDF)
Team 5 Paper Team Two Report
(0.3 MB) (PDF)

 

 


 

Cohort 5 Capstone - Final Reports

Team Capstrong - Vendor Review and Service Evaluation

This project looks at creating a tool that allows State of Ohio Procurement Agents to review and evaluate vendor's performance. As there is a lack of ease and accessibility in determining the best vendor to utilize, this tool would also have those evaluations easily available. This tool would grant state-wide access to agencies and their procurement agents to help them determine which vendors can provide the best service or goods.

Team 1 Presentation Team One Powerpoint
(0.6 MB) (PDF)
Team 1 Paper Team One Report
(0.5 MB) (PDF)

 

Team OhMi - The Ohio Agency Dashboard

Team OhMi explored the potential for a finance-based state-wide business intelligence dashboard fueled by a consolidated business intelligence database in the State. The team found that in instituting the finance dashboard, an organization could ensure that the agency's mission is being accomplished in a transformational, cost effective manner. While recommending a more modest, initial investment into a private, desktop executive dashboard as a first step, the group was cognizant that border states such as Indiana and Michigan have already made full investments into holistic dashboards available to the public. In this respect, the question of “is it possible?” is already settled.

Team 2 Presentation Team Two Powerpoint
(1.9 MB) (PDF)
Team 2 Paper Team Two Report
(0.5 MB) (PDF)

 

Team OH1O - Simplifying Access to Web-Based Fiscal Information for State of Ohio Employees

In an effort to promote further accuracy, continuity, and efficiency across all layers of State of Ohio fiscal management, Team Oh1o has identified a need for the creation of a fiscal homepage, or portal, to be made available to all State of Ohio employees - a unified, 'One Ohio' approach to all things budget and finance. This web-based platform will be an easy-to-understand, highly-organized, regularly monitored-and-updated environment that will make already-existing State of Ohio resources and independent websites available from a single location.

Team 3 Presentation Team Three Powerpoint
(1.3 MB) (PDF)
Team 3 Paper Team Three Report
(1.3 MB) (PDF)

 

Team Girl T.A.L.K.S - Transitioning to an Electronic Contract Approval Process

As a team, we recognized the need for a streamlined contract approval process. Many agencies, including some of our own, are still using a paper contract with various levels of hand-offs. This outdated process can result in delays, and not being able to locate a contract during its approval. We decided to interview agencies already utilizing electronic processes so we could understand the components of their systems and requirements needed if an enterprise wide solution was available. We found agencies currently using electronic systems all have strong internal IT support for their platforms, and there was a lack of standardization within the contracts being used amongst agencies. If there was an enterprise-wide system, one agency's IT could support the system and Procurement could provide oversight to the purchasing piece of the platform (i.e.: contract templates and language).

Team 4 Presentation Team Four Powerpoint
(1.3 MB) (PDF)
Team 4 Paper Team Four Report
(0.5 MB) (PDF)

 


 

Cohort 4 Capstone - Final Reports

Team 1 - Military Injury Relief Fund

This project team analyzed an under-preforming grant program and created a tool kit to help strengthen its use. Ideas from this project can be extrapolated to benefit many other types of under-preforming grants.

Team 1 Presentation Team One Powerpoint
(1.61 MB) (PDF)
Team 1 Paper Team One Report
(6.70 MB) (PDF)
Team 1 Supplemental Team One Toolkit
(0.95 MB) (PDF)

 

Team 2 - Fiscal Best Practices Portal

Capstone Team 2 recommends the creation of a web based Best Practices portal as the best means of knowledge sharing between end users in fiscal offices statewide. Knowledge management, when functioning properly, can provide the highly efficient and cost effective processes that the State of Ohio needs during this time of decreased budgets.

Team 2 Presentation Team Two Powerpoint
(2.87 MB) (PDF)
Team 2 Paper Team Two Report
(0.48 MB) (PDF)

 

Team 3 - "The Negotiators"

We Can Work it Out! This project team viewed aspects of working with the Ohio Shared Services (OSS) Accounts Payable function and explores areas of improved communication from both the agency and OSS point of view.

Team 3 Presentation Team Three Powerpoint
(0.95 MB) (PDF)
Team 3 Paper Team Three Report
(0.25 MB) (PDF)

 

Team 4 - "Travel Dragons"

State of Ohio Travel. This report provides analysis and evaluation of the prospective cost savings should the State of Ohio adopt a centralized State Travel Management Program (STMP) for all state employees.

Team 4 Presentation Team Four Powerpoint
(2.75 MB) (PDF)
Team 4 Paper Team Four Report
(0.25 MB) (PDF)

 


 

 

 

Contact the Ohio Fiscal Academy:
OhioFiscalAcademy@obm.ohio.gov

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