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IRS Modernization Industry Perspective

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IRS Modernization Industry Perspective. Presented by Mina Samii ... over 7M tax returns and issued over 6.5M refunds, totaling in excess of $3B ... – PowerPoint PPT presentation

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Title: 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
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