Texas Comptroller of
Public Accounts
State Comptroller Office Enterprise Information Management Solution
Deloitte Consulting LLP
Contents
Project Overview
Quotes attributable to the EIM - BI project at the Texas Comptroller
Business Need
Project Details
Technology
Data Architecture
Appendix
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Demo
Business Intelligence (BI)
Areas of Focus
• Transparency and accountability
• Internal management and accountability
– Performance tracking and reporting
– Case selection based on risk assessment
• Statewide financial reporting
– 9/1/2008 – accounting data will be available to state
agencies through FMQuery, part of the BI solution;
payroll data already available
• State demographics
– Texas EDGE
3
Transparency and Accountability
• CPA is the state’s chief accountant and
keeper of financial data
• In January 2007, asked the question: what
can the CPA do to help government be
more transparent?
• Answer: post expenditures so that
taxpayers can see how their money is
being spent to help them hold government
accountable
4
Timeline
• January 2007 – posted CPA’s
expenditures on-line
• April 2007 – posted the top 24 state
agency expenditures
• June 2007 – posted all state agency
expenditures using an existing system
• June 2007 – HB3430 signed into law
• October 1, 2007 – new business
intelligence solution in place
5
Findings
• Expenditure data is captured in 2 ways:
– Comptroller object codes – for financial reporting and
some expenditure reporting
– NIGP codes – for procurement purposes and
expenditure reporting
• No true cross-walk between the 2
• CPA working on a solution that will make:
– Comptroller object codes focus on financial reporting
only
– NIGP (or similar) codes – focus exclusively on
procurement and expenditure reporting for goods and
services
6
BI and ERP
• BI will play a significant role in the ERP solution
• BI will help everyone talk the same language
(pencils, office supplies, consumables)
• CPA will establish data standards for information
to be sent to CPA for external and internal
reporting
• Will work with agencies and higher education
during the next few months on these standards
7
Technology
• What technology was used to address
these issues?
• What were the final deliverables?
• How do they work?
• Sunnah Pasha – Deloitte (project prime)
• Business Objects – BI Software
8
Quotes attributable to the EIM - BI project at the Texas Comptroller
On January 15th, 2008, U.S. Sen. John Cornyn, R-Texas, joined Texas Comptroller Susan Combs at the
University of Texas’ Center for American History, to highlight their efforts on the state and federal
levels to bring greater transparency to government. Sen. Cornyn announced plans to introduce
legislation to boost the public’s access to federal spending records.
According to Cornyn “It’s because of the work of Texans like Comptroller Combs and Texas’ Freedom of
Information Foundation that Texas has earned a reputation as one of the most open state
governments in the nation. In the U.S. Senate, I have made it a priority to bring this same Texas
Sunshine to the federal government.”
John Cornyn “announced my plans to introduce a new bill to bring greater transparency to federal
spending. The Federal Spending and Taxpayer Accessibility Act of 2008—based largely on the hard
work of Comptroller Combs—would provide taxpayers with unprecedented access to federal spending
records, on everything from staff salaries to travel expenses.
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Comptroller Combs said: “It is clearly important for taxpayers to see where their money goes and hold
state government accountable for its spending. I applaud the recent federal transparency on grants
and contracts, but the public also deserves to know about the rest of federal spending. Governments
heighten citizens’ confidence when systems become accessible and we demystify government
finances. I commend Sen. Cornyn for taking significant steps forward in transparency and
accountability at the federal level.”

Requirement for a single point of access to data that is collected, generated and
processed by CPA.

The ability to query and access data without the constraints of a transactional system.

Need for an accelerated and efficient reporting infrastructure.

Significant reduction in lag time between a user’s request and actual availability of
information.

Advanced analytics and modeling of data for improved business intelligence.

Capability to analyze data that is located in wide range of data sources without integrity
concerns, compliance risks and confidentiality issues.

Legislatively mandated requirement to have state expenditures available online for public
access by Oct 1.
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Key Business Needs
Project Details
1.
Dashboard for Executive and Division Management - Internal facing web based dash board to track KPIs
related to state revenues and tax revenue enforcement activity such as tax collection, audit status, case assignment
and other performance metrics for tax case management. 19 KPIs are being tracked through this initiative.
2.
Online State Expenditures - Public facing web based reporting interface that provides information on state
expenditure down to a payee level.
3.
Online State Demographics for Economic Development - Public facing web based system which provides
information on state, city, county or other geographical level economic and demographic information in the state of
Texas.
4.
Enforcement Scorecard - Web based score card of key metrics and performance indicators that will allow
executive and division management to proactively track and monitor agency collection activity at different summary
levels. Mechanism to track approximately 65 KPIs will be available.
5.
State Financial Reporting - Web based query and reporting interface that will allow authorized users from state
agencies to access employee payroll and GL related information.
6.
Enforcement Scoring & Ranking - Automated scoring and ranking process which will identify risk and value
associated with all the delinquent cases and taxes worked by Enforcement Division .
7.
Comprehensive Data Warehouse Road Map – Road map for adding additional subject areas and identifying future
opportunities for CPA
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Deloitte was commissioned by the TX CPA to build the “Business Intelligence Solution”. The Overall Solution consists of 7
separate project initiatives.
Technology
Hardware Platform
Intel Xeon based Dell Poweredge Servers
Operating System
Windows 2003 Server
Storage Area Network
Dell/EMC CX300
ETL Tool
Business Objects Data Integrator 11.5
Database
Microsoft SQL Server 2005
Business Intelligence (Reporting) Tool
Business Objects XI R2 Service Pack 2
Scoring and Ranking/Analytics
SPSS Clementine 10.0
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Various hardware and software technologies employed in this project.
Data Architecture
The following gives a view of the Data Architecture used for the Business Intelligence Solution.
TX CPA BI SOLUTION – DATA ARCHITECTURE
Demographics
Extracts
Audit
Extract
Server - DWETLPROD
Server – DWSQLPRODCL
(1 TB total SAN Space)
(Data Staging Area)
(300 GB total SAN Space)
(Reporting Data Marts)
DW_PROD_REF
Code (Reference tables)
Audit
DW_PROD_RPT
Reporting Tables
(D1,D4,D6)
Enf
extract
Accounting
Accountin
g extracts
Payroll
Payroll
extracts
AWM
Scoring and
Ranking
information
Scoring and
Ranking
Extracts
DW_PROD_STG_HIST
USAS History Tables,
2001
2002
2003
2005
2006
2007
2004
DW_PROD_STG
Staging Tables Created from
Source system Extracts
DW_PROD_RPT3
D5 Reporting
Tables (confidential)
DW_PROD_RPT2
D5 Reporting
Tables (confidential)
USAS
payr
oll
enf
audit
cli
exp
glx
budg
et
DW_PROD_D6_SCORING
Scoring and Ranking Tables
DW_PROD_RPT2
SPSS Clementine
(Server installed on etlserver)
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Adhoc user
intranet
OSE
(internet)
D3 Reporting
Tables
(Demographics)
AWM
Business Objects XI
Budget
extract
Dashboard
s/Score
Cards
Business Objects Data Integrator
Enforcement
Budget
10%
10%
10%
10% 10%
10% 10%
10%
10%
10%
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Demographics
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Demo
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Copyright © 2008 Deloitte Development LLC. All rights reserved.
Appendix
Application Home
Deliverable 1 – Executive Dashboard
Deliverable 2 - Web based Online State Expenditures
Deliverable 3 – State Expenditure
Deliverable 4 – Enforcement Scorecard
Deliverable 5 – State Financial Reporting
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Deliverable 6 – Enforcement Scoring and Ranking
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Appendix – Application Home
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Appendix – Deliverable 1 Executive Dashboard
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Appendix – Deliverable 1 Executive Dashboard
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Appendix – Deliverable 2 Web based Online State Expenditures
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Appendix – Deliverable 2 Web based Online State Expenditures
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Appendix – Deliverable 2 Web based Online State Expenditures
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Appendix – Deliverable 5 State Financial Reporting
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Appendix – Deliverable 5 State Financial Reporting
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Demo
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Copyright © 2008 Deloitte Development LLC. All rights reserved.