SCO California State Controller's Office Case Study

SCO - Agile Payment System

The Client

The Controller is the Chief Fiscal Officer of California, the eighth-largest economy in the world. Elected every four years, the Controller makes sure the State’s $100 billion budget is spent properly, helps administer two of the nation's largest public pension funds, and serves on 81 State boards and commissions. These are charged with everything from protecting our coastline to overseeing crime victim compensation.

The Challenge

The State Controller’s Office (SCO) administers apportionment programs that process, allocate and disburse billions of dollars in payments to local governments, agencies and special district entities. On a yearly basis SCO processes over 30,000 payments resulting in the distribution of over $40B to these entities. The apportionment support systems developed in the early 1990s were maintained using antiquated and, in some instances, unsupported technologies.

The Solution

SCO selected Delegata to manage, design, develop, and implement the Agile Payment System (APS), a custom web-based application, with the corresponding business processes and technical infrastructure. Utilizing the Diamond methodology and a team-based commitment to finish the project on time and on budget, Delegata delivered an ‘interpretive’ solution that enables SCO to quickly and easily model their new and changing business processes. The flexible solution interprets business models and enables business owners to define and enter business rules directly into the APS application. Since business rules and processes are stored as data (not implemented in code), the solution does not require new programming to accommodate changes.

In addition to managing and implementing APS utilizing proven methodologies from the Project Management Body of Knowledge (PMBOK) and the Rational Unified Process (RUP), Delegata employed its proprietary Organizational Change Management (OCM) and Business Process Reengineering (BPR) methods and tools from their best practices-based Diamond Methodology to help ensure the new processes and system were quickly and effectively adopted by SCO’s business users.

At the outset of the APS initiative, SCO leadership recognized that impacts on their organization and business processes would be just as significant as the changes to their technology environment. They requested that OCM be a component of delivery and consider it one of the keys of their success.

The Benefits

  • Empowers business users to directly add new Apportionment Programs & modify calculations on demand without IT programming resources
  • Provides individual payees the ability to receive multiple payments that are summarized on a single Remittance Advice
  • Enables efficient and rapid expansion of system files & data repositories due to flexible system design
  • Quickly and accurately calculates apportionment payments, produces claim payment files in appropriate formats, and creates claim schedules, reports, & journal entries
  • Automates the exchange of fund information & accounting entries for apportionment payments via direct interface with SCO’s Fiscal System

Delegata and SCO received the 2007 Best Solutions Award at the Government Technology Conference for the Agile Payment System.

Suggested Downloads

Project Profile - SCO - APS - (.PDF 120KB)