Posts Tagged ‘FreeBalance International Steering Committee’

What’s new at FreeBalance?

Monday, February 4th, 2013

This weekly news update provides the Government Resource Planning (GRP) community with a brief overview of recent FreeBalance developments and relevant industry news.

FreeBalance Releases Public Financial Management (PFM) Good Practice Documents

FreeBalance recently released a set of five (5) PFM Good Practice Documents. FreeBalance Good Practice documents collect lessons learned with FreeBalance government customers in 20 countries and research used for product and services development. FreeBalance has a mission, as a For Profit Social Enterprise (FOPSE), to share lessons learned with the global PFM community. “There are very few ‘best practices’ in government financial management,” said Manuel Pietra, FreeBalance President and CEO. “Yet there are good practices that are ideal for governments based on their context.”

Read the Good Practice documents >>

New Alliance Positions FreeBalance and everis for GRP Growth in Latin America & the Caribbean

FreeBalance and everis announced a global product and services alliance focused initially on Government Resource Planning in Latin America & the Caribbean. The alliance will scale over time to address the growing demand for GRP solutions worldwide. The product and services partnership scope includes public financial management, civil service management, open government transparency and public procurement software and solutions. The alliance provides an opportunity for FreeBalance and everis to collaborate on initiatives that will empower citizens and transform government services through proven technology.

Read more about the alliance with everis >>

Top 7 Lessons Learned at FreeBalance International Steering Committee 2013

The FreeBalance International Steering Committee (FISC) conference was held last week in Ottawa. FISC, differs in many ways from traditional user conferences. Typical enterprise software companies leverage conferences to sell more software – to tell customers what features they are going to get. FISC, on the other hand, enables customers to change our product roadmap. They also tell us how to change our customer support processes. This was our 7th annual conference. So, we decided to share the top 7 things we learned this year.

Read more about FISC Top 7 >>

Federal spending watchdog says checks system ‘broken’

After five years of providing senators and members of Parliament with independent analysis on the state of the nation’s finances, the federal spending watchdog says the system of checks and balances is “broken.” In an interview airing Saturday on CBC Radio’s The House, Kevin Page, the parliamentary budget officer (PBO), told host Evan Solomon the Office of the Parliamentary Budget Officer will never truly be independent until it reports directly to Parliament.

Read the full article >>

Customer Centric Processes in Operation at the FreeBalance International Steering Committee Conference

Thursday, January 31st, 2013

Doug Hadden, VP Products

FISC 2013 is our Seventh Annual FreeBalance International Steering Committee conference. The FISC approach differs from the traditional technology user group conference in many ways – good ways, we think

For one thing, FISC is about enabling customers to influence FreeBalance, not the other way around.

In the spirit of transparency, we were live tweeting from FISC last week and we’ve ‘storified’ it below. FISC is a key element of our customer service strategy:


Customer Centric in Action?

FreeBalance International Steering Committee customer-centric processes at FISC7 in January 2013 in Ottawa Canada

Storified by · Wed, Jan 30 2013 10:38:41

Gerard Rao facilitated a customer service improvements brainstorm. He began by explaining the challenges of global support because FreeBalance has implementations in all six World Bank regions and in North America.
Gerard Rao presenting at #FISC7 on improving #custserv by showing current processes yfrog.com/obeafnedjFreeBalance
Gerard Rao: how can we improve our #ISO9001 #custserv processes? Customer brainstorm & case study at #FISC7FreeBalance
Gerard Rao: global support is handled via #cloud to ensure leveraging the right people on the case #custserv #FISC7FreeBalance
Gerard Rao: customer point of contact has access to internal case management system for internal help desk #FISC7FreeBalance
Gerard Rao: FreeBalance set up local-regional offices to handle similar languages, cultures, time zones #custserv #FISC7FreeBalance
Gerard Rao: local FreeBalance offices mirror customer configuration & can provide disaster recovery #custserv #FISC7FreeBalance
Gerard Rao: mirror local office data with head office in #Ottawa for disaster recovery #FISC7FreeBalance
Mirroring Gerard Rao? yfrog.com/oercthmfj scariest #FISC7 slideFreeBalance
Gerard Rao: the sun never sets on the FreeBalance #custserv world #FISC7FreeBalance
Gerard Rao: advantage of logging cases enables seeing history/patterns & hold FreeBalance accountable #FISC7 #custservFreeBalance
Gerard Rao: use of knowledge base is effective to solve problems #custserv #FISC7FreeBalance
Gerard Rao: gets the same issue every year from the same customer with the same staff, how can we solve this? #FISC7FreeBalance
Gerard Rao: emergency case 4pm Friday, was responded to immediately asking for details #FISC7, did not have sufficient infoFreeBalance
FreeBalance customer: use of electronic portal, takes some time before people realize that action will be taken #FISC7 #custservFreeBalance
FreeBalance #custserv shows reduction in number of open cases since 2008, slight increase with new sw release #FISC7 pic.twitter.com/RN8iDO9NFreeBalance
Gerard Rao recommends that internal government help desks should have #SLAs to set expectations #FISC7FreeBalance
FreeBalance customer: new staff in governments often untrained on help desk procedures, sees #SLAs for internal a good idea #FISC7FreeBalance
FreeBalance Customer: often person can’t recreate the problem they were reporting, it’s a capacity issue #FISC7FreeBalance
Gerard Rao: FreeBalance Fridays, end of work week, push out revision updates, certified, easy delivery #FISC7FreeBalance
#Canada has strict privacy laws so government data is secure at FreeBalance in our Protected B facility #FISC7FreeBalance
Gerard Rao: explaining confidentiality and security considerations for government customer data #custserv #FISC7FreeBalance
FreeBalance developed a new process for developing the product roadmap. FreeBalance presents the draft 2 year plan to FISC every year. Government customers adapt the roadmap based on a brainstorming method followed by voting. Doug Hadden facilitated the 2 roadmap sessions.
Doug Hadden, #FISC7 product roadmap + 6 thinking hats yfrog.com/oe19doijFreeBalance
we’re about 1/2 way through the #FISC7 roadmap process with customers – where customers set our priorities pic.twitter.com/8U45SOSCFreeBalance
Doug Hadden presenting the current product roadmap status #FISC7, customers will be changing the roadmap after voting Thursday #custservFreeBalance

Also see:

  • Customers Gather in Ottawa for 7th Annual Steering Committee Meeting
  • Introduction to the FreeBalance International Steering Committee conference, FISC7 in Ottawa
  • FreeBalance International Steering Committee: FreeBalance Product Update
  • Customer Centric Processes in Operation at the FreeBalance International Steering Committee Conference
  • PFM Good Practice Discussions at FISC
  • What are the Incentives for Transparency in Developing Country Governments?
  • 7 Highlights from the past FreeBalance International Steering Committee Conferences
  • 7 Things about the 7th FreeBalance International Steering Committee
  • Top 7 Lessons Learned at FISC7
  • PFM Good Practice Discussions at FISC

    Thursday, January 31st, 2013

    Doug Hadden, VP Products

    FISC 2013 is our Seventh Annual FreeBalance International Steering Committee conference. The FISC approach differs from the traditional technology user group conference in many ways – good ways, we think

    For one thing, FISC is about enabling customers to influence FreeBalance, not the other way around.

    In the spirit of transparency, we were live tweeting from FISC last week and we’ve ‘storified’ it below. This shows conversations from government customers on PFM good practices and the results of our latest survey:


    Good Practices & PFM Benchmarks

    Discussion and lessons-learned in public financial management benchmarks and international assessments at the FreeBalance International Steering Committee in January 2013

    Storified by · Wed, Jan 30 2013 10:59:27

    FreeBalance customers: donors seem to have no or little methodology for assessments, no tech recommendation #FISC7FreeBalance
    #FISC7 #PFM good practice: use of #PEFA helps t motivate reformFreeBalance
    #FISC7 #PFM good practice: resource transparency via @revenuewatch & #EITI also helps in #budget revenue forecastsFreeBalance
    #FISC7 #PFM good practice: improvements in @OpenBudgets critical to achieving citizen trust & donor fundingFreeBalance
    MT @anticorruption: NEW #OpenBudgetIndex 2012 infographic summarizes & visualizes main findings of Open Budget Survey http://bit.ly/V5dcPlRevenue Watch
    #FISC7 #PFM survey finds #PEFA assessments monitored most by international government financial management pic.twitter.com/n05eT4BrFreeBalance
    #PEFA assessments used for analyzing #payroll controls in some countries #FISC7FreeBalance
    example of #PEFA assessment work: improved cash management, #EITI support in FreeBalance country #FISC7FreeBalance
    discussion about controls among systems for #PEFA assessments #FISC7FreeBalance
    FreeBalance customers agree that need to make the evidence available for #PEFA assessments #FISC7FreeBalance
    FreeBalance customer: methodology needed to monitor & benchmark #PFM beyond #PEFA needed #FISC7FreeBalance
    discussion at #FISC7 on #PEFA assessment improvements, is there linkage to #corruption perception?FreeBalance
    Lessons from FreeBalance government Customers:International governance assessments & benchmarks
    FreeBalance customer: often internal assessments tend to lack credibility yet external assessments can have no methodology #FISC7FreeBalance
    FreeBalance customer: we do both internal & external #PEFA assessments #FISC7FreeBalance
    good practice: process to support #GFS, #IPSAS and other reporting methods should work thru side tables in #PFM #FISC7FreeBalance
    countries can have great #procurement law but not operating well in practice #FISC7FreeBalance
    ability to track process time between time received invoice & payment critical for business service delivery #PFM #FISC7FreeBalance
    first #FISC7 customer presentation: financial #sustainability critical in #PFM reform and information systemsFreeBalance
    Lessons from FreeBalance government Customers:Decentralization
    discussion of good practices in #PFM #decentralization over years: budget transfers, purchasing following capacity improvements #FISC7FreeBalance
    #FISC7 #PFM good practice: #decentralization necessary to improve #budget management efficiencyFreeBalance
    Lessons from FreeBalance government Customers:Credible Budgets
    #FISC7 #PFM good practice: annual internal budget collaboration meeting & post-budget law pass #budgetFreeBalance
    #FISC7 #PFM good practice: #budget collaboration in gov needed b/c overlap in ministry programsFreeBalance
    #FISC7 #PFM good practice: encourage line ministry understanding of multiple year implications of #budget & dialog on macroeconomic realityFreeBalance
    #FISC7 #PFM good practice: improved #budget execution comes from understanding recurrent implication to capital expendituresFreeBalance
    #FISC7 lesson: credibility of budget is the key to #PFM reform, reduction in supplementary budgets over timeFreeBalance
    #FISC7 #PFM good practice: engage senior public servants in budget discussions neededFreeBalance
    #FISC7 #PFM good practice: internal #budget deliberations & discussions to discuss conformance with proceduresFreeBalance
    #FISC7 #PFM good practice: encourage line ministry understanding of multiple year implications of #budget & dialog on macroeconomic realityFreeBalance
    #FISC7 #PFM good practice: #budget collaboration in gov needed b/c overlap in ministry programsFreeBalance
    #FISC7 #PFM good practice: annual internal budget collaboration meeting & post-budget law pass #budgetFreeBalance
    #FISC7 #PFM good practice: improved #budget execution comes from understanding recurrent implication to capital expendituresFreeBalance
    #FISC7 #PFM good practice: #decentralization necessary to improve #budget management efficiencyFreeBalance
    Lessons from FreeBalance government Customers: Capacity Building
    Engaging in #fisc7 capacity building workshop yfrog.com/odm98hwrjFreeBalance
    #FISC7 #PFM good practice: networking, sharing lessons, hosting a peer countryFreeBalance
    #FISC7 #custserv good practice: document typical errors in #PFM system (& build up knowledge base)FreeBalance
    #FISC7 #PFM customer good practice: need internal #support training where people know product & process #capacitybuildingFreeBalance
    #FISC7 #PFM customer good practice: train the trainer, continuous #capacitybuilding, quick tips, cheat sheets, custom user guidesFreeBalance
    #FISC7 #PFM challenge: #braindrain & lack of capacity is a "binding constraint" on #governance reformFreeBalance
    #FISC7 #PFM good practice: change management with awareness & communications with staff, public financialsFreeBalance
    #FISC7 #PFM #custserv, another customer describes advantage of local FreeBalance officeFreeBalance
    #FISC7 #PFM good practice: use of automated #GRP government resource planning can be part of #capacitybuilding strategyFreeBalance
    #FISC7 #PFM good practice: create knowledge transfer methods, attract expats & use 10 year capacity building strategyFreeBalance
    #FISC7 #PFM good practice: training needs assessment & continuous training needed for capacity buildingFreeBalance
    #FISC7 #PFM good practice: it’s not all about training: needs workshops, study tours, secondment for #capacitybuildingFreeBalance
    #FISC7 #PFM good practice: needs to be training for all PFM reforms/business process management changesFreeBalance
    #FISC7 #PFM good practice: focus on getting political will through minister reviews, sell benefits of reformFreeBalance
    #FISC7 #PFM good practice: Ministry of Finance should be happy when Public Service department is managing payroll + HRFreeBalance
    #FISC7 #PFM good practice: move to accrual accounting should be sequenced in governmentFreeBalance
    #FISC7 #PFM good practice: Finance Ministry should manage finance transactions for small departments until capacity builtFreeBalance
    #FISC7 #PFM good practice: #MDAs #decentralization priority based on budget size & transactionsFreeBalance
    #FISC7 #PFM lesson: top 3 reform challenges: capacity, capacity, capacityFreeBalance
    #FISC7 #PFM good practice: caution when moving financial management software to ministries, departments, agenciesFreeBalance
    customer: having local FreeBalance staff members in country facilitates #custserv on a global basis #FISC7FreeBalance
    #FISC7 #PFM good practice: could be better to put current items into fixed assets software then evaluate whether the value all assetsFreeBalance
    #FISC7 #PFM good practice: need to consider the cost/benefit to value existing government assetsFreeBalance
    #FISC7 #PFM #custserv: in every floor in Ministry of Finance has sign saying: "if you have a problem with FreeBalance, call this number"FreeBalance
    #FISC7 #PFM customer good practice: good communications strategy across line ministries for success implementationFreeBalance
    #FISC7 capacity building workshop in progress yfrog.com/h8heqncjFreeBalance
    #FISC #capacitybuilding workshop:often need to build capacity within capacity building institutions in developing countriesFreeBalance
    #FISC #capacitybuilding workshop: continually assess #PFM progress to determine if there are capacity limitationsFreeBalance
    #FISC #capacitybuilding workshop: help desk needed in #ICT government implementationsFreeBalance
    Lessons from FreeBalance government Customers: Civil Service Management, HR & Payroll
    #FISC7 #PFM customer good practice: need #payroll flexibility in developing countries b/c govs pay teachers, police etc.FreeBalance
    #FISC7 customer good practice: need for #payroll to connect to #budget to enable forecasting potential varianceFreeBalance
    #FISC7 shared challenge: eliminating ghost employees in developing countriesFreeBalance
    #FISC7 #PFM good practice: reduce wage bill b/c of ghost employees. Automation finds people with identical bank accounts, addresses etc.FreeBalance
    #FISC7 #PFM good practice: get employees on-board for #pensions before they retireFreeBalance
    customer: biggest ghost employee problem in #developingcountries is teachers & is highly politicalFreeBalance
    #FISC7 #PFM challenge: #payroll huge cost in #developingcountries so ghost employees = lack of salary increase for the restFreeBalance
    often the system is at fault because doesn’t always keep up with HR transfers in government #PFM #FISC7FreeBalance
    #FISC7 good practice: #audit finds teachers not there, they resurface. Need to check with children & use biometricsFreeBalance
    Lessons from FreeBalance government Customers: Treasury & core government financial management
    #FISC7 #PFM good practice: even using a small portion of financial software has a huge impact on a countryFreeBalance
    #FISC7 #PFM challenge: financial system follows process change, often process change has the biggest impactFreeBalance
    #FISC7 #PFM good practice: find realistic benchmarks for gradual change & progressive activation of functionality in financial softwareFreeBalance
    #FISC7 one of the few #PFM #bestpractices is use of Treasury Single Account, public financialsFreeBalance
    #FISC7 #PFM good practice: #GRP produces quarterly financials prior to legal requirements government resource planningFreeBalance
    #FISC7 #PFM good practice: #MTEF budget plans integrate with #budget controls, multi-year commitments in financial systemFreeBalance
    #FISC7 #PFM good practice: build in #MDGs into the chart of accounts, so you know how much is being spent on each goalFreeBalance
    #FISC7 #PFM reality: without Treasury Single Account, you’re borrowing your’re own money & banks make more moneyFreeBalance
    #FISC7 #PFM good practice: support of #QAG2006 for public financial management quality assuranceFreeBalance
    #FISC7 #PFM good practice: direct integration with #Asycuda & inland revenue applicationsFreeBalance
    #FISC7 #PFM customer: use of financial management software enabled producing timely government fiscal reportsFreeBalance
    #FISC7 #pfm good practice: internal & external #audit can clarify misperceptions & add context to governance challenges in governmentFreeBalance
    #FISC7 #PFM good practice: use #workflow & exception reporting as quality control in systemsFreeBalance
    Lessons from FreeBalance government Customers: Anticorruption
    #FISC7 #PFM lesson learned: integration points among financial systems provides #corruption opportunityFreeBalance
    #FISC7 #PFM good practice: #anticorruption agency should be able to prosecute directlyFreeBalance
    Lessons from FreeBalance government Customers: Aid and donor management
    #FISC7 customer #PFM good practice: when donor says do it all in 1 year, ask them where that was every doneFreeBalance
    #FISC7 #PFM good practice: % of aid flowing to government #budget is good measure of donor confidenceFreeBalance
    #FISC7 #PFM challenge: #donor expectations like #bigbang financial management implementations do not workFreeBalance
    #FISC7 customer: #PFM reform is continuous, it’s not static, public financialsFreeBalance
    #FISC7 #PFM good practice: #IFMIS / #GRP system #auditFreeBalance
    #FISC7: donor forcing 1 country to put money in commercial banks & the other in central bank #aideffectiveness NOTFreeBalance
    #FISC7 question: how to track aid that goes for #health ministry outside aid coordination unit & off-budget from gov financial systemFreeBalance
    #FISC7 #PFM challenge: direct donor funding to line ministries, #offbudgetFreeBalance
    POV: we need to award #donors who coordinate aid with governments & use gov systems & #IATIFreeBalance
    POV: we need to call out #donors who refuse to use aid coordination systems or country systems b/c ensures #corruptionFreeBalance
    #FISC7 #PFM good practice: having President/Prime Minister chairing business forum to improve "doing business"FreeBalance

    Also see:

  • Customers Gather in Ottawa for 7th Annual Steering Committee Meeting
  • Introduction to the FreeBalance International Steering Committee conference, FISC7 in Ottawa
  • FreeBalance International Steering Committee: FreeBalance Product Update
  • Customer Centric Processes in Operation at the FreeBalance International Steering Committee Conference
  • PFM Good Practice Discussions at FISC
  • What are the Incentives for Transparency in Developing Country Governments?
  • 7 Highlights from the past FreeBalance International Steering Committee Conferences
  • 7 Things about the 7th FreeBalance International Steering Committee
  • Top 7 Lessons Learned at FISC7
  • FreeBalance International Steering Committee: FreeBalance Product Update

    Thursday, January 31st, 2013

    Doug Hadden, VP Products

    FISC 2013 is our Seventh Annual FreeBalance International Steering Committee conference. The FISC approach differs from the traditional technology user group conference in many ways – good ways, we think

    For one thing, FISC is about enabling customers to influence FreeBalance, not the other way around.

    In the spirit of transparency, we were live tweeting from FISC last week and we’ve ‘storified’ it below.


    FISC7 Product Discussion

    The FreeBalance International Steering Committee sets the product direction for FreeBalance. FISC members come from governments around the world. The 7th annual FISC conference is being held in Ottawa. FISC members change the FreeBalance product roadmap unlike the practice from large vendors.

    Storified by · Wed, Jan 30 2013 10:37:07

    Integration, technology and custom needs were discussed.
    Sagastume: #integration in government = where gov never asks citizens the same question twice, ever #FISC7FreeBalance
    many software vendors talk about #integration, but is it really integrated after all the acquisitions? #FISC7FreeBalance
    new V7 of #FreeBalance software is more extensible: discussion ensuing about extending treasury functions significantly #FISC7FreeBalance
    Also Sagastume: in #PFM, context matters yfrog.com/h2rivdvpj public financial managementFreeBalance
    Aldo Sagastume: lesson from #SAP #France implementation is that you need to change all the government processes in your country #FISC7FreeBalance
    Aldo Sagastume: critically important that your #GRP follows the government legal processes #FISC7FreeBalance
    Aldo Sagastume: V7 supports more flexible commitments, multiple year COA to support government financial processes #FISC7FreeBalance
    FreeBalance V7 supports hiding fields of information, selecting mandatory fields & flexible workflow all b/c of FISC feedback #FISC7FreeBalance
    Aldo Sagastume: government financial management different from private sector, flexible budget & commitment controls required #FISC7FreeBalance
    Payroll and Human Resources discussion revolved around the problem of ghost workers and predicting wage bill costs over time.
    Sagastume: good government #payroll system can help you predict long-term salary budgets #FISC7FreeBalance
    Sagastume: government #payroll is often >50% of the #budget, so civil service management is critical #FISC7FreeBalance
    Government procurement and public investment management wer important discussions..
    Sagastume: significant % of government #budget goes through #procurement, the entire cycle should be automated #FISC7FreeBalance
    how to handle % complete in public investment projects across multiple years is generating #FISC7 discussionFreeBalance
    interesting discussion on integrating legal office into #procurement process & proof of progress/inspections at #FISC7FreeBalance
    need multiple year #procurement processes even when not using multiple year #budgets #FISC7FreeBalance
    milestone definition for % complete checked through inspections can be linked to #procurement payment & contracts #FISC7FreeBalance

    Also see:

  • Customers Gather in Ottawa for 7th Annual Steering Committee Meeting
  • Introduction to the FreeBalance International Steering Committee conference, FISC7 in Ottawa
  • FreeBalance International Steering Committee: FreeBalance Product Update
  • Customer Centric Processes in Operation at the FreeBalance International Steering Committee Conference
  • PFM Good Practice Discussions at FISC
  • What are the Incentives for Transparency in Developing Country Governments?
  • 7 Highlights from the past FreeBalance International Steering Committee Conferences
  • 7 Things about the 7th FreeBalance International Steering Committee
  • Top 7 Lessons Learned at FISC7
  • Top 7 Lessons Learned at FISC7

    Wednesday, January 30th, 2013

    Doug Hadden, VP Products

    The FreeBalance International Steering Committee (FISC) conference was held last week in Ottawa. FISC, as I’ve written before , differs in many ways from traditional user conferences. Typical enterprise software companies leverage conferences to sell more software – to tell customers what features they are going to get. FISC, on the other hand, enables customers to change our product roadmap. They also tell us how to change our customer support processes.

    This was our 7th annual conference. So, the top 7 things I learned this year. ( Also see the Top 7 Highlights from past FISCs )

    1. Common Problems, Common Solutions?

    One FISC attendee mentioned that he had learned more about good practices in public financial management at FISC than through Public Financial Management (PFM) conferences or donor technical assistance. This generated an interesting discussion. Yes, there was a bit of “beating up the donors.” Primarily about the subjective nature of technical assistance. How advice is often contradictory depending on the consultant. And the extent to which person experiences in the consultant’s home country affects advice.

    The difference at FISC is the sharing of what works in countries in similar circumstances. What has often called “South-South” cooperation” . The emergence of BRIC countries has put some doubt into the “Washington Consensus” approach to development.

    FISC is also different from traditional user conferences because each customer presents on lessons learned in PFM reform. That’s right: no fluff about how they used our software to overcome some challenge. This year presenters described good practices in budget formulation, problems in identifying and removing ghost workers, improving cash and liquidity management, and capacity building. Turns out that there are common solutions to common problems.

    2. Transparency has become a Competitive Sport

    Transparency is no longer a sport of kings – for developed countries. Emerging economies are following the lead of Brazil and the Open Government Partnership. Fiscal transparency is facilitated in less developed countries by leveraging GRP systems. Unlike more developed countries with multiple financial systems, many governments in emerging economies – even so-called “fragile states” – have single GRP systems. We have seen some interesting innovation:

  • Timor-Leste support for 10 Years of budget data, procurement, aid transparency, and government results
  • Liberia supporting real-time budget information display >>
  • Afghanistan rising to 59 points on the Open Budget Index (just below Italy at 61)
  • Timor-Leste in the high range in the Revenue Watch Index at 70.5 points (just below the United States at 71.4)
  • 3. Interest in Government Performance Management on the Increase

    The roadmap process used by FreeBalance is somewhat unique in the industry. We provide a list of current and potential Government Resource Planning (GRP) modules based on the PFM Component Map. We show what modules are currently available and those modules that we are committed to completing. We also show proposed modules. Customers add ideas for new modules then vote on the 2 year roadmap. This can adjust our roadmap significantly.

    The takeaway over the past 4 years is the increasing interest in government performance management tools. This might seem somewhat strange that performance management has a significant interest in emerging economy governments. My sense is that the resilience of some countries to the financial crisis, critical linkage of revenue to economic factors and increasing oversight of civil society organizations has generated this interest in performance tools.

    4. Achieve Control by Giving up Control

    Our competitive environment with so many ERP vendors seems daunting to many observers. As is our insistence to position FreeBalance squarely in the government space – GRP. Anti-ERP (especially given so many ERP failures in government.) How can a smaller yet global company compete effectively?

    The secret is to let customers drive product and service improvements. To operate within the PFM community rather than broadcast PR as the main mechanism of engagement. This is how we learn and leap ahead of our competitors – give up control to customers.

    5. Sharing is the New Power

    Information is power. Holding on to that information is no longer as powerful as sharing what you’ve learned. Sharing results in learning more. Our customers find this outcome as part of FISC. We find that providing our research into PFM and technology is valuable. That’s why we share what we’ve learned with governments who are not our customers.

    Sharing becomes an annuity. It provides a feedback loop between the theoretical and the practical. It helps us prioritize what is important for government customers.

    6. Software Architecture Design Matters

    Many observers believe that there is nothing particularly different when comparing software architectures among enterprise vendors. The large ERP vendors, for example, have a broad functional coverage across many business domains. It’s often thought to be six of one and half a dozen of the other when comparing technology.

    This is a myth.

    We find that our software architecture, the FreeBalance Accountability Platform, has enabled us to respond much faster to changing customer requirements. To meet the priorities set at FISC. Why? The architecture does not contain any legacy client/server code, is a modern design supporting component reuse and was designed for government to provide extensibility.

    7. Having a Conference in Ottawa in January might not be a Good Idea

    This was the first FISC where the attendee picture was shot indoors. It also seemed to confirm virtually every stereotype of Canadian winters as the temperature dipped below -30C.

    Lesson learned: FISC 2014 should be closer to the equator!

    Also see:

  • Customers Gather in Ottawa for 7th Annual Steering Committee Meeting
  • Introduction to the FreeBalance International Steering Committee conference, FISC7 in Ottawa
  • FreeBalance International Steering Committee: FreeBalance Product Update
  • Customer Centric Processes in Operation at the FreeBalance International Steering Committee Conference
  • PFM Good Practice Discussions at FISC
  • What are the Incentives for Transparency in Developing Country Governments?
  • 7 Highlights from the past FreeBalance International Steering Committee Conferences
  • 7 Things about the 7th FreeBalance International Steering Committee
  • Top 7 Lessons Learned at FISC7
  • Quoi de neuf à FreeBalance? 2013-01-18

    Tuesday, January 29th, 2013

    Ces nouvelles hebdomadaires apportent à la communauté de la planification des ressources gouvernementales (PRG) un aperçu général des récents développements de FreeBalance et des nouvelles pertinentes de l’industrie.

    Les clients FreeBalance se rencontrent à Ottawa pour la 7e Réunion annuelle du Comité de pilotage

    La réunion du Comité international de pilotage (FISC) de FreeBalance a lieu du 21 au 24 Janvier 2013, à Ottawa, au Canada. L’événement est conçu pour partager les pratiques de bonne gouvernance entre les pays et il est essentiel à l’approche orientée client de FreeBalance concernant la responsabilité sociale. Le thème de la septième réunion annuelle du FISC est : « Une histoire de 7 ». Le thème vise à reconnaître l’histoire et la valeur du comité de pilotage au cours des sept dernières années et à mettre en évidence l’impact de la version 7 de l’Accountability Suite de FreeBalance sur les initiatives mondiales de réforme de la GFP.

    Lire la suite au sujet du FISC >>

    La GFP dans un monde en mutation – le schéma de Harvard

    Plusieurs cadres de FreeBalance ont eu l’occasion de participer au programme relatif à la Gestion des finances publiques dans un monde en mutation la semaine dernière à la John F. Kennedy School of Government de l’Université de Harvard. Le programme a été suivi par plus de 60 professionnels de la gestion des finances publiques de 33 pays à travers le monde. Le programme a réussi à réunir de hauts responsables gouvernementaux impliqués dans la réforme de la GFP avec des experts du domaine provenant des institutions financières internationales et du secteur privé.

    Lire l’article complet >>

    7 faits saillants au sujet des dernières conférences du Comité de pilotage international de FreeBalance

    Le FISC 2013 est notre septième conférence annuelle du Comité de pilotage internationale de FreeBalance. L’approche du FISC diffère de la conférence technologique traditionnelle de groupe d’utilisateur de bien des manières – de bonnes manières, nous pensons. D’une part, le FISC vise à permettre aux clients d’influencer FreeBalance, et non l’inverse. Ensuite, le FISC concerne le rassemblement de professionnels de la gestion des finances publiques (GFP) de différents pays à travers le monde pour aider à partager les bonnes pratiques. Nous avons souvent des conférenciers. Et nous partageons notre expérience en recherche bien au-delà des limites étroites d’une simple société de logiciels.

    Lire la suite sur le blog de FreeBalance >>

    Comment augmenter le rythme de transparence budgétaire? L’examen de l’enquête sur le budget ouvert de 2012

    L’International Budget Partnership (IBP) et l’Institut de la Banque mondiale (WBI) ont le plaisir de vous inviter à rejoindre les praticiens dans les domaines du développement et de la gestion budgétaire afin de participer à une discussion sur la façon d’accroître la transparence budgétaire et la participation à travers le monde. La discussion comprendra une présentation des résultats de la dernière ronde de l’IBP au sujet de l’enquête sur le budget ouvert, puis se concentrera sur l’identification de suggestions novatrices et pratiques pour l’amélioration rapide de la performance des pays relative à l’enquête.

    Lire la suite sur le blog GFP du FMI >>

    Les Philippines lance le système de paiement électronique dans le système d’approvisionnement en ligne

    Le système d’approvisionnement en ligne du gouvernement philippin (PhilGEPS), en partenariat avec la Banque foncière des Philippines, a introduit un nouveau système de paiement électronique qui vise à accroître la transparence dans la façon dont les organismes gouvernementaux font des transactions et des affaires avec leurs fournisseurs. Le PhilGEPS est le portail central de toutes les activités de passation des marchés publics qui fournit aux organismes gouvernementaux ainsi qu’aux fournisseurs un environnement plus ouvert, transparent et concurrentiel.

    Lire la suite sur le site Web de FutureGov >>

    What’s new at FreeBalance? 2013-01-18

    Tuesday, January 29th, 2013

    This weekly news update provides the Government Resource Planning (GRP) community with a brief overview of recent FreeBalance developments and relevant industry news.

    FreeBalance Customers Gather in Ottawa for 7th Annual Steering Committee Meeting

    The FreeBalance International Steering Committee (FISC) event is taking place from January 21-24, 2013 in Ottawa, Canada. The event is designed to share good governance practices among countries and is critical to the FreeBalance customer-centric approach to social responsibility. The theme of the seventh annual FISC event is “A Story of 7’s”. The theme is intended to recognize the history and value of the steering committee over the last seven years and highlight the impact that FreeBalance Accountability Suite Version 7 software is having on global PFM reform initiatives.

    Read more about FISC >>

    PFM in a Changing World – the Harvard Perspective

    Several FreeBalance executives had the opportunity to participate in the Public Financial Management in a Changing World program last week at Harvard University, John F. Kennedy School of Government. The program was attended by more than 60 Public Financial Management professionals from 33 countries around the world. The program successfully brought together senior government officials involved in PFM reform with domain experts from international financial institutions and the private sector.

    Read the full article >>

    7 Highlights from the past FreeBalance International Steering Committee Conferences

    FISC 2013 is our Seventh Annual FreeBalance International Steering Committee conference. The FISC approach differs from the traditional technology user group conference in many ways – good ways, we think. For one thing, FISC is about enabling customers to influence FreeBalance, not the other way around. And, FISC is about gathering Public Financial Management (PFM) professionals from different countries around the world to help share good practices. We often have keynote speakers. And, we share our research and experience well beyond the narrow boundaries of being a software company

    Read more on the FreeBalance blog >>

    How Can the Pace of Budget Transparency Be Increased? Examining the Open Budget Survey 2012

    The International Budget Partnership (IBP) and the World Bank Institute (WBI) are pleased to invite you to join practitioners in the fields of development and fiscal management in a discussion on how to increase budget transparency and participation around the world. The discussion will include a presentation of the results of the IBP’s latest round of the Open Budget Survey and then focus on identifying innovative and practical suggestions for rapidly improving country performance on the Survey.

    Read more on the IMF blog >>

    The Philippines Introduces E-Payment System In E-Procurement

    The Philippine Government Electronic Procurement System (PhilGEPS), in partnership with the Land Bank of the Philippines, introduced a new e-payment system which seeks to enhance transparency in how the government agencies transact and do business with its suppliers. The PhilGEPS is the central portal of all public procurement activities that provides both government agencies and suppliers a more open, transparent and competitive environment.

    Read more on the FutureGov website >>

    Customers Gather in Ottawa for 7th Annual Steering Committee Meeting

    Monday, January 21st, 2013

    2013 FreeBalance International Steering Committee in Ottawa, Canada provides an interactive customer forum for the exchange of Government Resource Planning (GRP) good practices and country experiences


    Ottawa, Canada (January 21, 2013) – FreeBalance, a leading vendor of Government Resource Planning (GRP) software, announced that the annual FreeBalance International Steering Committee (FISC) event will take place on January 21-24, 2013 in Ottawa, Canada. The event is designed to share good governance practices among countries and is critical to the FreeBalance customer-centric approach to social responsibility. The theme of the seventh annual FISC event is “A Story of 7’s”. The theme is intended to recognize the history and value of the steering committee over the last seven years and highlight the impact that FreeBalance Accountability Suite Version 7 software is having on global PFM reform initiatives.

    FISC attendees are Public Financial Management (PFM) professionals from country governments using FreeBalance software. The FISC chair is Dr. Cleopatra Gittens, the Accountant General of the Government of Antigua and Barbuda. FISC drives the FreeBalance Accountability Suite Government Resource Planning (GRP) product direction. “The importance of FISC and the practical value to our customers and to our company cannot be understated,” said Manuel Pietra, President & CEO. “FISC is a unique way for FreeBalance customers to be engaged in the product development process. This ensures that our solutions are aligned with the public sector modernization and reform programs in our customer countries.” Previous FISC events were held in Istanbul, Turkey (2012); Madeira, Portugal (2011); Mt. Tremblant, Canada (2010); Prague, Czech Republic (2009); Cascais, Portugal (2008); and London, United Kingdom (2007).

    FreeBalance will be blogging and live tweeting during FISC 2013 to share good GRP practices with the international community. FreeBalance domain experts will be discussing recent trends and good practices. Presentations and workshops cover timely subjects, including:

    • Leveraging GRP Technology and Gaining Internal Support
    • Benchmarking GRP Reform and Evaluating Success
    • Enhancing Global Customer Support
    • Understanding and Deploying FreeBalance Technology
    • Increasing the use of Version 7 Modules
    • Planning for GRP Project Milestones
    • Building Capacity in Public Financial & Human Resource
    • Finding Ways to Move 7 Steps Ahead: How to Leapfrog

    FISC is a Steering Committee that sets FreeBalance product direction. The unique “designed for government” FreeBalance Accountability Suite Version 7 software was developed based on workshops with customers. Unlike software vendor user groups, FISC adjusts and re-aligns the FreeBalance product roadmap. Customers have full access to FreeBalance executives during the event to discuss product, service and support improvements. These activities, combined with other aspects of the ISO-9001:2008 certified “customer-centric” processes, ensures that FreeBalance products meet changing international needs in a financially sustainable fashion.

    About FreeBalance
    FreeBalance helps governments around the world leverage robust Government Resource Planning (GRP) technology to accelerate country growth. FreeBalance is a recognized leader in fast, adaptable and successful GRP implementations. FreeBalance software manages a global civil service workforce of 1,500,000, and a quarter trillion ($US) annual budgets worldwide. FreeBalance provides software solutions for public financial and human resource management, and supports reform and modernization to improve governance, transparency and accountability. Good governance is required to improve development results. For more information, visit www.freebalance.com.

    About FISC

    The annual FreeBalance International Steering Committee (FISC) conference runs from January 21 – 24, 2013 in Ottawa, Canada. FISC provides an interactive forum to exchange Public Financial Management (PFM) good practices among international customers and PFM thought leaders. FISC drives the FreeBalance Accountability Suite Government Resource Planning (GRP) product direction. Previous FISC events were held in Istanbul, Turkey (2012); Madeira, Portugal (2011); Mt. Tremblant, Canada (2010); Prague, Czech Republic (2009); Cascais, Portugal (2008); and London, United Kingdom (2007).

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    7 Highlights from the past FreeBalance International Steering Committee Conferences

    Sunday, January 20th, 2013

    Doug Hadden, VP Products

    FISC 2013 is our Seventh Annual FreeBalance International Steering Committee conference. The FISC approach differs from the traditional technology user group conference in many ways – good ways, we think

    For one thing, FISC is about enabling customers to influence FreeBalance, not the other way around.

    And, FISC is about gathering Public Financial Management (PFM) professionals from different countries around the world to help share good practices. We often have keynote speakers. And, we share our research and experience well beyond the narrow boundaries of being a software company. That’s our mission. I looked through past public FISC presentations (and those adapted from FISC and made public) and found my 7 favourites :

    1. Sequencing Public Financial Management Reform

    David Nummy from Grant Thornton providing practical experience about PFM reform in developing countries. PFM reform sequencing is a critical concern in developing countries and was of great interest to our government customers. This resulted in a brainstorming session and spirited discussions. It was agreed that capacity building was the most critical factor for reform success for the first stages. But, the importance of capacity building never dropped below “very important” for every stage of PFM maturity.

    Nummy Sequencing Pfm from icgfmconference

    2. Governance Valuation

    We’ve taken lessons in PFM sequencing over the years further to provide tools to help governments decide on the most effective reform courses of action. This presentation, slightly adapted from FISC 2012, was built on many of the ideas from the brainstorming from FISC 2008.

    2012 04-19 governance valuation from FreeBalance

    3. IFMIS of Tomorrow

    We use FISC to help us understand the future of Public Financial Management. We also share our research with government customers. We adapted this from the presentation we gave at the first FISC in 2007. Some of the predictions did come to pass.

    Government Financial Management System Of Tomorrow from FreeBalance

    4. Technology Leapfrog

    Leveraging technology for governance is a concern for a software company like FreeBalance. Our government customers have been leveraging technology from FreeBalance and other vendors to enable reform and transparency. This often enables these governments to “leapfrog” more developed countries. This presentation was adapted from content given by our customers at different FISC events. Ever government that attends FISC provides an overview of PFM lessons learned: challenges, solutions, achievements with an emphasis on initiatives from the past year.

    Technology leapfrog in government transparency developing countries from FreeBalance

    5. The Social Future of PFM

    Social media, open data, Government 2.0 and crowdsourcing represents significant opportunities and risks for government. We reflected on this last year at FISC in the wake of the Arab Spring, the Ushahidi platform and the Tea Party movement. And, we presented this at the ICGFM conference later that year.

    The [social] future of public financial management from FreeBalance

    6. Lessons from Fragile States

    Steve Symanksy, formerly at the IMF, provided insight based on his experience in fragile states. He explained that the view that PFM reform should start with proper planning is incorrect: fragile states should start with budget execution and control first.

    Pfm reform and_donor_funding_in_post-conflict-fisc from FreeBalance

    7. Post-Conflict Lessons

    FreeBalance has been successful implementing sustainable Government Resource Planning (GRP) systems in post-conflict countries. (This seems to be confirmed in a recent World Bank report.” We’ve also been successful in more developed countries in achieving low costs for customers and ease to adapt software to changing needs. We reflected on the post-conflict experience using some of the content from customer presentations.

    Post conflict-public-financial-management

    ¿Qué hay de nuevo en FreeBalance?

    Friday, January 18th, 2013

    Esta actualización semanal de noticias proporciona a la comunidad de Planeación de Recursos de Gobierno (GRP*) una visión general de los últimos acontecimientos de FreeBalance, además de noticias relevantes de la industria.

    PFM en un mundo cambiante – La Perspectiva de Harvard

    Varios ejecutivos de FreeBalance tuvieron la oportunidad de participar la semana pasada en el programa de Administración de Finanzas Públicas en un Mundo Cambiante en la Escuela de Gobierno John F. Kennedy de la Universidad de Harvard. Al programa asistieron más de 60 profesionales de Administración de Finanzas Públicas de 33 países. El programa reunió con éxito a funcionarios gubernamentales que participan en reforma al PFM con expertos de dominio de instituciones financieras internacionales y del sector privado.

    Más sobre el programa de PFM >>

    Lea el artículo completo en el Blog de FreeBalance>>

    7 Asuntos sobre el 7mo Comité Directivo Internacional de FreeBalance

    Nos estamos preparando para la conferencia de Comité Directivo Internacional de FreeBalance (FISC, por sus siglas en inglés) de este mes en Ottawa, muy cerca de nuestra oficina principal. ¿Al fin de cuentas, quien no quisiera estar en Ottawa en enero? La temperatura mínima promedio en enero es de −15.3 °C (4.5 °F) en la cual se llevará acabo nuestra séptima conferencia anual. Esto no lleva a las 7 principales cosas que las muy agiles compañíax de software pueden aprender de nuestro aproximación para ser más centradas en el cliente. Principalmente, este es un comité directivo, no una conferencia de usuarios, lo que puede parecer un matiz sutil ya que hemos adaptado la tecnología estándar de conferencia de usuarios para ser más efectivos.

    Más>>

    ¿Salvar el mundo a través de los medios sociales? Cómo el desarrollo se vuelve digital

    Los medios sociales y las tecnologías móviles ofrecen una amplia gama de beneficios para las personas que trabajen en el área de desarrollo: una forma potencialmente barata y eficiente de vincular a los ciudadanos con sus gobiernos, la oportunidad de supervisar el progreso de los proyectos en tiempo real y la capacidad de conectarse con personas desde lugares remotos del mundo para compartir experiencias y enseñar las mejores prácticas. No es sorpresa que haya un flujo interminable de proyectos de desarrollo que buscan explotar estas tecnologías. En muchos casos, todavía es temprano para determinar qué diferencia marcarán estas iniciativas, pero cinco de ellas llamaron nuestra atención.

    Lea el artículo completo en el Blog La Pobreza Importa>>

    Las consultas arrojan poco consenso sobre IPSAS en la Unión Europea

    Una consulta sobre si todos los países de la Unión Europea deberían usar los Estándares Internacionales de Contabilidad en el Sector Público (IPSAS, por sus siglas en inglés) ha revelado una notable división de opiniones. Solo un poco más de un tercio (38%) de los encuestados considera a los IPSAS adecuados para implementarse en toda la UE ya sea en su totalidad o con ‘obstáculos menores’ a superar, 31% dijo que eran parcialmente adecuados y 28% señaló que no son adecuados. La consulta, realizada por la agencia estadística Eurostat en febrero, preguntaba si los estándares eran necesarios para mejorar la vigilancia fiscal. Entre los participantes se incluían oficinas estadísticas nacionales, departamentos gubernamentales, oficinas de auditorías y cuerpos de contabilidad como CIPFA.

    Más en el blog Finanzas Públicas Internacionales>

    Simplificando los Documentos de Presupuestos – ¿Es Hora de un Estándar Internacional?

    Mejorar la calidad de la documentación de presupuestos es tema central de muchas reformas destinadas a mejorar la comprensión del contenido de los estimados presupuestarios así como fomentar la transparencia y la responsabilidad. Algunas leyes presupuestarias establecen un conjunto mínimo de documentos que deben acompañar los estimados presupuestarios. Estos pueden incluir, por ejemplo, informes sobre: (i) la previsión macroeconómica a mediano plazo; (ii) políticas fiscales y tendencias del gasto público; (iii) previsiones a mediano plazo de ingresos gubernamentales, gastos, deuda y el balance fiscal; (iv) techos de recursos a mediano plazo; (v) garantías gubernamentales, pasivos contingentes y otros riesgos fiscales; (vi) gastos en programas de inversión y proyectos por sector y (vii) proyecciones sobre flujos de ayudas de donantes. En países con una tradición de Westminster, el discurso sobre presupuestos incluye buena parte de esta información; sin embargo, se pueden presentar documentos adicionales al parlamento.

    Más en el blog del FMI sobre gestión financiera pública>>>

    *por sus siglas en inglés