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Project 33

Project no 33

Project Name

Special Advisor to Chief Financial Officer to support IT Implementation

Client

Professional Institute of the Public Service of Canada, National Office

Duration

December 2013 to January 2014 [1 month]

Project Description

PIPSC encourages member’s participation to attend authorized meetings by paying their expenses and compensatory salary to:

> Streamline the submission and approval process for travel expenses and compensatory salary for both members and executives; and,

> Minimize use of PIPSC financial resources by rationalizing operational, travel and expenses without compromising meeting outcome.

The 3 top 3 priorities for travel management were to:

> Improve processes by increasing the consistency of the application of the policies and minimize miss-interpretation,

> Generate Savings in increasing compliance to travel policy by taking advantage of corporate deals for accommodation and advanced flight or train booking rebate.

> Improve user experience in facilitating data entry for initial travel request by providing on-line guidance to encourage early on-line booking

> Provide policy driven guidance to accelerate travel claim preparation and reduce delay due to none-compliant expense requests

> Accelerate Travel & Expense Claim revision time and approval process

> Send friendly reminders to travelers for un-submitted Travel & Expense Claims

Scope and objective

> Initially develop a strategy to validate if critical recommendations are implemented to address.

System Readiness Assessment & General Computer (IT) Control identified and viewed by Deloitte

> Confirmed eClaim’s Business Process and Business Cycle Controls are incorporated application design

> Review, develop and document Business Rule based on PIPCS Travel and Compensation Policies and/or practices

 >Develop a User Acceptance Quality Assurance Testing Result Framework. A risk management framework, was used to support this consulting mandate which was aligned with the Corporate Risk Assessment Framework.

> Validate eClaim Workflow process by performing a Joint Application Design Review Session to validate proposed User Acceptance Quality Assurance

> eClaim characteristics by establishing existing baseline information related to eClaim transaction volume and value

> Establish Schedule roll-out Time-line

Dollar Value

Information available withheld with client

Contribution of the proposed resource to the project

Identification of potential Acceptance Testing strategy to:

> Validate alignment of Business Rules with travel and salary compensatory policies

> Validate business rule effectiveness

> Validate alignment of Business Cycle with workflow key internal controls (trigger points)

> Provide assurance that Deloitte’s concerns are addressed by :

> Find supporting evidence that controls are embed in eClaim ; and,

> Alternatively identified if other form of mitigation measure are in place with compensatory controls

> This mandate is supporting business process transformation and it requires expertise in assessment of organizational role and responsibility.

Deliverables

See above

References:

 

Denis Bourguignon, MBA, CGA

Chief Financial Officer

450 Tremblay Road

Ottawa, Ontario K1G 3J8

Canada

613-228-6310

 

Technological platform leverage during this mandate