Speakers
                         Jesrael Lopez                                          Bernadette Goodwin
      Program Manager as well as one of the Diversity,            Acting Executive Architect in the Office of Financial 
      Equity, Inclusion and Accessibility (DEIA) leaders at       Innovation and Transformation within Treasury’s 
      Treasury's Bureau of the Fiscal Service, supporting         Bureau of the Fiscal Service (Fiscal Service). In this role, 
      financial management transformation initiatives that        she leads innovation efforts to transform Federal 
      emphasize the use of new and emerging capabilities.         financial management.
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  The challenge
   The federal government is instrumental in delivering 
   services for the public, yet many business processes 
   we rely on today are manual and costly.
           • We are still focused largely on transaction management.
           • There are many processes that remain heavily manual.
           • Fixes have been segmented, focusing on improving isolated parts of a 
             task, rather than process.
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  The DEEE Playbook
         The Playbook helps agencies identify improvement 
         opportunities through detailed analysis of process 
     documentation, while also understanding the experience, 
     needs, expectations, and pain points of the users involved.
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     Traditional Process Analysis                                                               Human-Centered Design 
     Collect summary data and existing                                                          (HCD)
     analysis on major FM challenges,                                                           Apply techniques focused on 
     identify and examine process                                                               collaboration, conversation, and 
     documentation.                                                                             engagement from customers.
     •   Fact-Based Transparency from Historical                                                •   Assists in managing users’ expectations 
         Data.                                                    DEEE                              and levels of satisfaction with the 
                                                                                                    process/service.
     •   Quickly find opportunities.                        Playbook
                                                                                                •   Result is more efficient and effective.
     •   Analysis not dependent on other 
         people's schedules.                                                                    •   Users develop a sense of ownership 
                                                                                                    with solution implementation.
     •   Obtain a clear End-to-End picture of 
         documented process.                                                                    •   The collaborative process generated 
                                                                                                    more solution options.
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  Key stakeholders to 
  engage
           Process Improvement Project Team                Agency Leadership
           A selected group of agency                     CFOs, Directors, Branch Chiefs, and/or 
           representatives identified to work             other leaders of customer and provider 
           towards improving a selected business          agencies responsible for leading 
           process and sponsored by agency                business transformation efforts and 
           leadership.                                    empowered to make decisions.
           Process Owners                                 Process SMEs & Users
           Individuals (end users & service               Stakeholders that execute or carry out 
           provider) that oversee or manage the           the selected process (“fingers on 
           selected process overall and have              keyboards”) and those with expert 
           insight into processes, procedures,            process knowledge (end user & service 
           policies, tools, and workforce.                provider).
           OCIO/Technology Teams                           Policy/Audit/Risk Teams
           Practitioners who understand,                  Individuals or teams responsible for 
           maintain, and deploy agency                    auditing and assessing policy controls 
           technology systems and experts to              of end-to-end processes.
           help assess emerging technologies.
     Deploying this Playbook requires engaging a cross-level, cross-organization set of stakeholders to understand 
     perspectives across different organizations and drive feasible, desirable, and viable solutions.
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