BroadPoint Federal, Inc.

Additional FM Solutions

• Business and Financial Operations Support

Consulting services focused on business and financial operations support including financial reconciliations (weekly and monthly) and integrity checks of all subledgers and GL, period closing support (using period close analyzer tools), financial statements and reporting (using financial statement generators), internal and external audit request support, maintaining and archiving historical records for audit purposes, internal controls (using governance risk and compliance tools), daily reports and checklists to catch period-end issues immediately, month-end, quarter-end, and year-end close support, documenting and maintaining standard operation procedures (SOP), and profile option setups to control and restrict access to open periods.

• Business Intelligence (BI) Reporting, Dashboards, and Decision Support Systems (DSS)

Consulting services focused on Business Intelligence (BI) Reporting, Dashboards, and Decision Support Systems (DSS) using Oracle Business Intelligence (OBIEE) and Hyperion reporting tools, extraction/transformation/loading (ETL) data using Informatica for BI Apps and Incorta, OBIEE dashboards and reports using BI Answers and Tableau data visualization, and support for other BI query and reporting tools (such as Business Objects, Oracle Discoverer, and Crystal Reports).

FM Adoption and Transition Services

• Transition and Adoption Support

Support for agency transition/adoption efforts. Services typically include two phases; engagement and migration. The engagement phase determines potential Financial Management shared service or solution adoption and migration by a customer agency. The major activities in this phase include:  Requirements Identification and Documentation, Requirements Analysis / Gap Solution and Design, Organizational Change Management, and Migration Cost and Timeline Development. The migration phase includes: Initiation and Planning, Configuration and Design, Development and Testing, and Deployment. Support may include collaborating with stakeholders to develop an integrated schedule; managing the schedule, status collection and reporting; implementing risk and issue management by supporting team members in identifying risks and issues, developing mitigation plans, and closing risks and issues as confirmed by team members; overseeing and facilitating requirements, gap solution development, and 'deep-dive' work sessions; developing management plans and related strategies: Project Charter, Project Schedule Management, Communications Management, Change Management, Risk Management, Requirements Management, Governance and Control, and Data Conversion.

• Project, Program, and Portfolio Management Support

Project, program, and portfolio support services provide foundational PMBOK and PMI based management support at the requisite level (project, program, or portfolio) as defined in collaboration with the customer for the identified effort. Support may include development of documents, plans and management of charters, governance, risks and issues, relationships (stakeholders), communications, product development, test, integration, and deployment if applicable, knowledge and/or supplier management if needed, schedule and budget management along with associated measurement, status and reporting as appropriate for the effort.

• Strategic Advisory Support

Strategic advisory support services provide strategies and planning to help customers achieve a mission, goals including organizational targets, Key Performance Indicators (KPIs), or other key performance related measures that have significant importance. This may also include acquisition strategies, associated analysis of alternatives and approaches inclusive of resource and budget management. It also includes support related to providing recommendations on business policies, processes, data and standards including data gathering from stakeholders and operational systems in order to provide data driven recommendations. When applicable recommendations and advice may also be provided related to business intelligence and associated data analytics to help provide appropriate data-driven dashboards or other reported to assist leaders in making informed decisions.

• Customer Experience (CX) and Human-Centered Design (HCD) Support

Customer experience and human-centered design support services to effectively and efficiently support Federal Financial Management initiatives. Major activities may include:  Inspiration, Ideation, Prototyping, and Implementation.

• Organizational Change Management (OCM) Support

Organizational Change Management (OCM) support services to effectively and efficiently support Federal Financial Management initiatives. Major activities may include:  Preparing for Change, Managing Change, and Reinforcing Change.

• Strategic Communications Support

Strategic communications support services to effectively and efficiently support Federal Financial Management initiatives. Major activities may include: Plan, Develop, Engage, Measure, and Assess which allows for Identifying Key Concepts, Audience Analysis, Goal Setting, and Message Strategy.

• General Analysis Support

General analysis support services include developing business cases, analyses of alternatives for potential solutions sets; providing subject matter expertise for the development and/or implementation of financial management policies, standards and processes; reviewing processes and procedures and making efficiency improvement recommendations (including automation); providing recommendations for future architectures including potential system consolidation or retirement; gathering stakeholder information and facilitating communications and outreach associated with initiatives; providing functional and/or technical advice or expertise; analyzing collected data related to functions, processes, and data standards and making standardization recommendations; and producing reports and presentations related to initiatives and projects.

• Documentation and Training Support

Documentation and training support services to effectively and efficiently support Federal Financial Management systems, work processes, and procedures. Major activities may include: Analysis, Design, Development/Documentation, Implementation, and Evaluation of materials and/or plans.

• FM System Integration and Enterprise Resource Planning Services

Complete end-to-end System Integration Services and Enterprise Resource Planning Services (including all functional, technical, and advisory services). This includes services in identifying, selecting, acquiring, migrating to, and using FM QSMO Marketplace offerings. Support may be provided for strategy and planning, FM data conversion and migration, Business Process Reengineering (BPR) and Management (BPM) using federal best practices, IV&V, readiness assessments, integration support, development of reports, interfaces, conversions, extensions/enhancements and workflows (RICEW), project management, and FM solution/service testing.

FM Technology Operations Support Services

• FM Integration Support

Consulting services focused on Financial Management Integration Support with systems such as Treasury’s Payment Automation Manager (PAM), Treasury’s Invoice Processing Platform (IPP), Treasury’s TAS/BETC/GWA/CARS/GTAS integration processes, GSA’s E-Gov Travel Service (ETS), GSA’s SAM.gov APIs, Treasury’s DATA Act Integration and Reporting, Pay.gov, G-Invoicing, Intra-Governmental Payment and Collection (IPAC), and Government Purchase Card (GPC). Consulting services are also available focused on Financial Management integration with Warehouse Management, Contract Lifecycle Management, Mobile Supply Chain Applications, and Grants Management applications.

• FM Operations & Maintenance Support

Operations and maintenance support of financial management solutions, functions, processes, and activities. May include FM solution development, enhancement, upgrades, testing, interfaces between FM solutions and agency mission systems, service desk, related ancillary training, release management, configuration management, Business Process Reengineering (BPR) and Management (BPM) using federal best practices, and support for legacy core financial systems. 

• FM Database Management Support

Consulting services focused on FM database management support in areas such as systems solution architecture and design (including Solution-Oriented Architecture - SOA), database administration and upgrades, production support (24/7), security services (FISMA compliance), system optimization and capacity planning, system engineering, performance tuning, and planning services, end-to-end monitoring and reporting, high availability services, disaster recovery (DR) system implementation and support, hosting support (SaaS - Software as a Service), and data archiving.