Financial Management Modernization

The Office of Automated Benefits Delivery is a vital part of the VBA’s digital transformation strategy, which leverages automation to enhance efficiency and provide digital services that improve business capabilities and processes. Within this framework, the Office of Benefits Automation (OBA) aims to create innovative solutions that automate and streamline the processing of VA Benefits, thereby enabling VBA decision-makers to deliver quality, equitable, and timely benefits to Veterans and their families. OBA staff collaborate on a diverse portfolio of projects, varying in size and complexity, focused on automating labor-intensive processes through the use of automation, artificial intelligence (AI), and rules-based processing.

Trilogy provides comprehensive project and program management services, adhering to PMI’s PMBOK Guide and SEI CMMI standards. Trilogy provides professional support in program management, business analysis, strategic planning, project lifecycle and budget analysis, SharePoint configuration, stakeholder management, Microsoft Power App development, and document management. Additionally, Trilogy offers expert recommendations and implementation services to enhance program management practices, processes, and standards, supporting the delivery of automation projects.

Trilogy’s comprehensive project and program management services enhance efficiency and streamline operations. Our expertise in strategic planning, business analysis, and budget management optimizes resource allocation and financial oversight, leading to improved project delivery. Rigorous risk management and insightful reporting ensure projects stay on track, reducing delays and mitigating potential issues.

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 extracted, transformed, and integrated 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 six separate data conversion waves into iFAMS. These waves include the NCA, VBA, and Staff Offices 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 supported the implementation of SAP, Federal Financial Management Initiative (FMMI), at the U.S. Department of Agriculture (USDA) by providing multiple subject matter experts for the data migration from multiple instances of CGI Federal’s Federal Financial System (FFS) and multiple subsidiary systems. Trilogy’s expertise was essential to the design and development of end-to-end conversion processes, the execution of those processes in numerous testing, QA, and production environments, supporting system and user acceptance testing, and coordinating production cutover activities. Trilogy team members were called on to provide its data migration expertise to drive the critical path data conversion task to completion through each of its four deployments to 28 USDA agencies.

Approach
Trilogy Federal was integral in refining the overall data migration strategy to ensure accuracy and completeness of migrated data. This included identifying innovative alternatives to planned conversions that proved to be roadblocks to successful migration and on-time delivery, designing and developing end-to-end conversion processes extracting and transforming data from CGI Federal’s Federal Financial System (FFS) and other subsidiary systems and loading selected data to FMMI, developing and maintaining the master data crosswalk utility. Trilogy Federal was frequently relied upon to brief USDA leadership on data migration status and issues and played a key role in successful high-volume cutovers.

Results
Trilogy played a lead role in executing this large-scale data conversion initiative in a multiple-deployment/multiple-agency environment and achieved on-time go-lives for each deployment and 100 percent of FFS balances by Fund, Budget Year, and GL Account reconciled to FMMI to the penny for all 28 agencies migrated to FMMI.

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 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.

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 has been able to continue its analysis and planning for its financial system implementation with the needed staff and support for an effort of this magnitude. Additionally, our team has helped VHA improve in its GAO HRL areas of concern and maintain its clean audit opinion.

Overview
Trilogy operates as a system integrator for VA’s Financial Management and Business Transformation (FMBT) initiative, which is an effort 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.

Approach
Trilogy is supporting the VA migration to the Momentum cloud solution, configured for VA as Integrated Financial and Acquisition Management System (iFAMS). In this migration, Trilogy is supporting VA in leveraging the SAFe Agile model to deploy the new solution. As a result, VA has gained increased operational efficiency, productivity, agility, and flexibility from the new modern Enterprise Resource Planning (ERP) cloud solution. The new solution has also provided additional security, storage, and scalability for VA users.

Results
As a result of Trilogy’s support in the transition to a modern ERP cloud solution, VA administrations have already begun to see an increase in transparency, accuracy, timeliness, and reliability of financial information across several departments. Trilogy’s support has been acknowledged and greatly appreciated by VA in support of their transition from the legacy Financial Management System (FMS).

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.