New System for Funding
& Payment Processing
Content
• Background
• Key Elements
• High Level Scoping (phase 1)
• Requirements Gathering(phase 2)
• Key issues for consideration
• Training Provider Views
Background
Seizing the Opportunity
• Moving from old to new technology
• Chance to reshape accompanying processes
–To address long-standing issues
– e.g. reporting, payments etc
Key elements include
• Single, web-enabled administrative system
– for all SDS training programmes and incentives
– Joined up reporting to update customer journey records
– SDS better informed on all programme usage and outcomes
• Increased automation enabling
– Greater focus on value-add activities
– Improved validation of starts and payments
• Modern, cloud-based MS dynamics platform
– Robust system with minimal down-time
– using latest MS software
– Ability to make changes easily in line with policy
• Provider accessed reports
High Level Scoping (Phase 1)
• Internal Consultation
Multiple workshops held
• External Consultation
Training Providers workshop held
Requirements Gathering (Phase 2)
•
Agile & Iterative approach
•
Phased by programme
•
Segmented by activity
MS Dynamics Out of the box
Stable, tried-and-tested software platform:
•$10bn annual R&D budget
•4m users worldwide
•40,000 deployments worldwide
Ready-made web-based user interface:
•Online menus easy to navigate
•Quick access to various options
•Power users can customise views and forms
Benefits vs. Custom Code
•Changes in the business logic can be performed by people
who are not developers
MS Dynamics Out of the box
Customise dashboards with the metrics and information
you value the most
•
Ability to switch between dashboards
Dashboards offer users the ability to:
– drill down into sub-data
– modify the layout
– in-line data visualisation (visualise data through intelligent charts and
graphs)
‘
Training Provider views
•Registrations
•Claims & Payment Processing
•Reports
•Provider Training Requirements
Key areas for consideration
(for Registrations & Claims)
In reshaping validation
• Starts (Registrations)
Data integrity issues
– Need for Independent verification
• Time consuming
• Lack of identification by MA as participating
– And of public funding support
• Payments
– As above
– Claims out of sequence with paperwork requirements
• Current plans:
– Proof of concept pilot re MA validation
– Opportunity to feed in to requirements
Key areas for consideration
Reporting
– The type of information that would assist you in the management of
the programme
Training
– Potential training needs and how these might be met.
– Take in to account the numbers, geographic spread across Scotland
and the format this might take.
Next Steps
•Information from STF session will be collated & reviewed
alongside information from today’s workshop
•Ongoing updates communicated
•via Training Provider newsletter
•Date for next Training Provider working group meeting
will be agreed and communicated via e-mail