Financial Management Modernization

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 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 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. 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 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. As a result, VA has realized increased operational efficiency, productivity, agility, and flexibility through a modern, cloud-based Enterprise Resource Planning (ERP) platform.

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. 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.