IRS Modernization Industry Perspective

1
IRS Modernization Industry Perspective

• Presented by Mina Samii
• Vice President Treasury/IRS Solutions
• November 3, 2006

2
Recent Modernization Successes

• Integrated Financial System (IFS)
• Successfully completed 2nd end-of-year/beginning-o
  f-year transition and expect to retain GAO clean
  audit opinion
• CADE
• 2006 Filing Season processed over 7M tax
  returns and issued over 6.5M refunds, totaling in
  excess of 3B
• 2007 Filing Season on-track to deliver CADE
  Release 2 that is expected to process 32-37
  million taxpayer accounts
• Electronic Services (e-Services)
• Delivering Commissioner initiatives for User Fees
  and Automated Finger Printing capabilities
• Modernized Electronic Filing (MeF)
• 3rd Filing Season added capability for select
  businesses and tax exempt organizations to file
  Federal and State forms in one transaction and
  States to retrieve their returns from MeF
• Developed an overall future data architecture and
  data strategy

3
Critical Factors for Modernization Success

• Strategic Direction
• Clear direction and set of priorities that are
  continuously reviewed and agreed to with
  commensurate budget
• Business ownership
• Involvement Buy-in Leadership
  Business Change
• Technical and Management Framework
• Established solid and stable framework to ensure
  success of projects and the integration of new
  development with legacy systems
• Execution
• Planning, monitoring and controlling rigorous
  and uniform application of management discipline
• Manage change

Doing the right things and doing them right
4
Lessons Learned
Practices Lessons Learned

• Contractor as Integrator causes tri-lateral
  complexity
• Government needs input from industry partners
  regarding best practices
• Smaller incremental development provides
  flexibility, but only if aligned with strategic
  direction
• Challenges
• For Government
• Agility, Flexibility, Experience, Knowledge base
• For Contractors
• Applying expertise in large-scale system
  development to solving business problems

• Stakeholder Ownership
• Strategic Planning
• Delivery
• Plan
• Monitor
• Control

5
Expected Contractor Role in New Approach to
Modernization

• Performance coupled with productivity improvement
• Deliver skilled and experienced management and
  technical staff
• Innovation stimulated by best practices
  (technical, management, framework)
• Process refresh