Financial Management & System Integration

Overview

Trilogy Federal supports the Department of Veterans Affairs (VA), Veterans Health Administration (VHA), Office of Integrated Care (IVC), Integrated External Networks (IEN), Veteran and Family Member Programs (VFMP) by delivering Post-Payment Medical Claims Analytics services that strengthen financial stewardship and payment integrity. This effort supports five Congressionally mandated healthcare programs representing approximately $2 billion in annual healthcare spending, providing oversight and insight to identify improper payments, billing errors, coding discrepancies, and waste while ensuring compliance with policies and business rules.

Approach

Team Trilogy provides a multidisciplinary team of experienced Project Managers, Senior Program Analysts, and Senior Data Analysts who integrate seamlessly into VA’s Payment and Business Integrity (PBI) framework. Our approach combines advanced data analytics, industry-standard billing expertise (CPT, HCPCS, ICD, CMS/NCCI edits), and rigorous program management practices to aggregate, analyze, and interpret large-scale medical claims data. We leverage VA data systems and establish governance processes to conduct complex post-payment reviews, identify trends and risks, facilitate stakeholder coordination, and deliver clear, actionable insights to VA leadership while maintaining strict adherence to VA security, privacy, and quality standards.

Results

Through this engagement, Trilogy enhances VFMP’s ability to detect and prevent improper payments, improve claims accuracy, and optimize healthcare spending across all five programs. The team delivers executive-level reporting, process documentation, risk analysis, and ongoing program management support that increases transparency, strengthens oversight, and supports data-driven decision-making. As a result, VA leadership gains improved visibility into payment integrity risks, operational performance, and opportunities for cost avoidance—ultimately improving program efficiency and safeguarding healthcare resources for Veterans and their families.

Overview

Under this contract, Trilogy partners with Suffolk County’s Department of Audit and Control to support a comprehensive initiative to modernize the County’s financial management system. This effort includes upgrading to the latest version of CGI’s Advantage platform, migrating the system to a secure cloud environment, enhancing financial reporting capabilities, integrating with external interfaces, and expanding core financial functions within the system. The modernization aims to improve efficiency, transparency, and scalability for the County’s financial operations, ensuring a future-ready platform that supports evolving needs.

Approach

Trilogy initially supported Suffolk County’s upgrade of its Advantage Financial System through a structured User Acceptance Testing (UAT) process. We conducted detailed requirements gathering to design a tailored UAT strategy that ensured the system fully supported the County’s financial operations while executing comprehensive test scenarios, validating functionality, and mitigating risks prior to go-live. As we developed deep subject matter expertise in the County’s systems and processes, Trilogy continues to support the next phase of the County’s modernization efforts, including the development of training materials to support change management and user adoption and performing analytical work to facilitate implementation and integration activities, leveraging best practices to drive efficiency and scalability.

Results

The County recently announced the successful completion of its Advantage Financial System upgrade which was “on time and on budget”. This achievement resulted in a seamless transition to the new financial system, minimizing disruption and ensuring continuity of critical operations. The modernized platform now provides enhanced functionality, improved reporting capabilities, and a secure cloud-based environment that positions Suffolk County for long-term scalability and efficiency. Trilogy is proud to have played a key role in this success and looks forward to continuing our partnership as we support the County in its ongoing financial management modernization efforts.

Overview

The Claims Modernization Support project aims to improve the Veterans Benefits Administration’s (VBA) planning and execution processes for complex, mission-critical business automation.  This work focuses on strengthening efficiency, consistency, and transparency by supporting practical, sustainable improvements within existing operational environments.

Approach

Trilogy provides structured project execution and coordination support grounded in proven project management and business analysis practices. Support includes project planning, requirements clarification, schedule coordination, stakeholder engagement, and governance support. Trilogy also supports collaboration platforms such as SharePoint to improve document organization, version control, and information sharing across teams. The approach emphasizes disciplined execution, clear communication, and solutions that can be effectively governed and sustained over time.

Results

Through this support, VBA gains improved visibility into project activities, stronger alignment across stakeholders, and more consistent execution of work. These practices help reduce rework, improve follow-through, and support timely delivery of outcomes while contributing to a more organized and transparent operating environment.

Overview

Trilogy Federal, LLC provides financial and operational fitness audit and oversight support to the Department of Veterans Affairs’ (VA) Grant Per Diem (GPD), Supportive Services for Veteran Families (SSVF), and Staff Sergeant Parker Gordon Fox Suicide Prevention Grant (SSG Fox SPGP) programs on behalf of the VA’s Office of Business Oversight (OBO). Trilogy Federal’s provides assurance to VA leadership that these grants are used as intended and comply with current legislation through fiscal and operational management.  Trilogy’s oversight aims to ensure each program provides the necessary tools and support services for Veterans experiencing homelessness and/or providing resources toward community-based suicide prevention efforts to meet the needs of Veterans and their families through outreach, suicide prevention services, and connection to VA and community resources across the nation.

Approach

Trilogy Federal, LLC’s audit and oversight support service teams work with individual organizations across the country who provide transitional housing and other various support services to Veterans who participate in these three individual grants. Working one-on-one with grantees and performing almost 250 reviews annually, Trilogy’s audit support teams support compliance with each program’s guidelines along with verifying management of these operations remain transparent.

Results

Since the establishment of these programs, statistics have shown the vast majority of Veterans are seeking tools and resources to combat homelessness and suicide prevention. The organizations which operate the GPD, SSVF and SSG Fox SPGP programs, work to provide tools, resources, and support to Veterans nationwide to combat the challenges they are facing. Trilogy aims to establish long-term success to Veteran housing programs, suicide prevention, and other necessary support services to each Veteran and family members in need. In FY25, the audit teams identified over $11M in questioned costs and produced nearly 2,000 recommendations that will improve services to Veterans and their families.

Overview

Trilogy supports the VA Financial Management Business Transformation (FMBT) program which is focused on modernizing the VA’s Financial Management systems and implementing an integrated solution called Integrated Financial and Acquisitions Management System (iFAMS), a custom implementation of Momentum Financials. All existing integration points will have their functionality either subsumed by iFAMS capabilities or will transition to integrate with iFAMS via web service API and/or data file extracts and transfers.

Approach

Through state-of-the-art, customized processes, Trilogy’s team of data experts swiftly extract, transform, and integrate legacy data into the new system. The legacy FMS data was extracted, transformed, and loaded to iFAMS through a series of SQL, PL/SQL, and Java based routines executed through Jenkins pipelines, utilizing a custom library of Groovy scripts. The pre-conversion data cleanse activities utilized Power BI reports and Alteryx ETL routines for transformation accuracy and corrective actions. Trilogy’s Agile and DevOps frameworks excel at delivering Continuous Integration and Continuous Deployment (CI/CD) solutions, allowing frequent assessments of the state of the software and converted data.

Results

As a result of Trilogy’s support, the FMBT program has successfully converted nine separate data conversion waves into iFAMS. These waves include the NCA, VBA, VHA, Staff Offices, and Vendorization components of the overall VA landscape. Trilogy has increased overall capabilities for the ID&C program and streamlined overall technical operations into an efficient Agile Development workshop. Increased efficiencies continue to yield successful, on-time deployments in iFAMS.

Overview
Trilogy has provided OFPIAR with support in all aspects of federal financial management, including the full lifecycle of the financial statement audit, financial policy and procedure review, internal control assessments, financial systems support and accounting operations support. We provide audit liaison and audit remediation activities and are experienced in working with OIG offices as well as external independent auditors. Our staff brings in-depth knowledge of the audit process, Generally Accepted Accounting Principles (GAAP), Federal Accounting Standards and Generally Accepted Government Auditing Standards (GAGAS). Trilogy supports the VA during audit site visits and in responding to Prepared by Client (PBC) requests and Notice of Findings and Recommendations (NFRs).

Approach
During the execution of this contract, Trilogy support has included: financial process improvement and audit readiness, audit liaison, corrective action plans, NFR remediation, financial reporting, OMB A-136 compliance, preparation of financial statements, GTAS and quarterly/year-end processing, OMB A-123 compliance, internal controls assessments and process narrative reviews, accounting policy review and updates, accounting operations support and Treasury Financial Manual (TFM) compliance reviews, and financial system support and reconciliation of procurement and finance data.

Results
As trusted advisors to VA, Trilogy was relied upon to provide an enterprise level assessment of business and accounting operations and provide recommendations to leadership. We have also been able to review project management procedures and daily operational processes and make recommendations for improvement and helped VA clear an audit material weakness by redesigning the annual close cycle.

Overview

Trilogy supported AOC’s newly launched Program Analysis and Evaluation (PA&E) Division, under the Office of the Chief Financial Officer (CFO), with strategic and agency performance planning.  AOC shifted ownership and responsibilities of these plans to the PA&E Division to better align the processes and results of agency financial planning and budgeting with OMB Circular A-11 requirements.

Approach

Trilogy facilitated working sessions with executive leaders across AOC to validate strategic goals and objectives, and to define high level tasks, milestones, and key performance indicators (KPI) for each leader’s responsibility area and AOC’s organizational transformation. We conducted executive interviews and synthesized materials to develop a comprehensive strategic plan, an agency performance plan, and SharePoint lists for updating monthly metrics to a Tableau dashboard, all in compliance with AOC’s fiscal priorities and OMB Circular A-11.

Results

Trilogy provided AOC with a well-structured plan to achieve its organizational transformation with an approach and best practices to follow for future strategic planning efforts. The AOC can now hold its leaders accountable for achieving strategic objectives of the organization aligned with fiscal priorities.

Overview

Trilogy has supported VHA OCFO since 2020 by assisting with project management, streamlining VHA’s central office, and other support needs while assisting with the complex tasks of modernizing its electronic health records and transforming its financial management system and supply chain. Change to BLUF

Approach

Our team has used an approach incorporating business process reengineering (BPR), accounting classification structure (ACS), data cleansing and conversion, communications, organizational change management (OCM), project management, as well as supply chain systems analysis to provide comprehensive support in VHA OCFO’s financial system implementation. We have also assisted with VHA’s GAO High Risk List (GAO HRL) efforts, audit preparation, training, and financial policy review and utilized our technological and operational expertise to organize its processes and allow for easy reporting for management.

Results

As a result of Trilogy’s support, VHA successfully deployed VA’s new financial system, iFAMS, within the CFO’s office in June 2025 as a pilot before broader deployment across the rest of VHA. Additionally, our team has helped VHA improve in its GAO HRL areas of concern and maintain its clean audit opinion.

Overview

Trilogy operated as a system integrator for VA’s Financial Management and Business Transformation (FMBT) initiative. The program is designed to modernize VA’s financial and acquisition management systems with transformative business processes and capabilities that enable VA to meet financial management legislation objectives and directives through a solution called Integrated Financial and Acquisitions Management System (iFAMS), a custom implementation of Momentum Financials.

Approach

Trilogy supported the VA’s migration to the Momentum cloud solution, implemented as VA’s Integrated Financial and Management System (iFAMS). As part of this effort, Trilogy enabled the VA to leverage the Scaled Agile Framework (SAFe) to effectively deploy and operationalize the new solution. Trilogy provided comprehensive operations and maintenance (O&M), configuration management, requirements management, and organizational change management (OCM) services, ensuring disciplined execution and smooth adoption across the program.

Results

As a result of Trilogy’s support in transitioning to a modern, cloud-based ERP solution, VA administrations have already realized measurable improvements in transparency, accuracy, timeliness, and reliability of financial information across multiple departments with increased operational efficiency, productivity, agility, and flexibility .Trilogy has played a critical role in seven successful iFAMS implementations, enabling the phased transition of diverse VA user communities through carefully planned and executed deployment waves. These deployment waves have included the National Cemetery Administration (NCA), Veterans Benefits Administration (VBA), Veterans Health Administration (VHA), and VA Staff Offices. Trilogy’s contributions have been formally recognized and highly valued by VA as it continues its transition from the legacy Financial Management System (FMS) to iFAMS.

Overview
Both the SSVF and GPD offer communities and VA medical facilities ways to assist homeless Veterans with housing and services. Program designs are diverse, ranging from transitional housing projects and apartment-style transitional housing to service centers offering outreach and supportive services. Trilogy Federal provides critical support for both initiatives by performing financial and operational fitness audit (FOFA) reviews in coordination with the Office of Business Oversight (OBO) for over 75 grantee locations, ensuring that they’re run responsibly and sustainably for the program duration. Trilogy also identifies inconsistencies, develops robust risk assessment tools, and identifies areas of improvement to allow for more efficient financial management of each site.

Approach
Using proven and comprehensive project management procedures, Trilogy works through each FOFA methodically, from kickoff and trainings to onsite evaluations to follow-through on recommended action plans. Each step of the process is conducted with a goal of exceptional service and measurable results.

Results
To date, Trilogy has performed over 200 financial and operational fitness audits across the continental United States and assisted grantee locations in understanding and implementing report information to best serve Veterans, their families, and their communities.