Introduction to Helios
Association of Integrated School Bursars'
Conference 7 September
Lucy Ross, Regional Property Manager, Central
South, Education Infrastructure Service
Today’s Topics
1.
2.
3.
4.
5.
Background / Context
What is Helios
What will be Different
Helios Overview
Training and Support
Background
•
The school property
portfolio is made up of
approximately 2,300
schools.
•
Property portfolio
valued approx $22
billion (replacement
cost).
Future Focus
• Government Eight Point
Plan to Transform School
Property – from property
funder to strategic asset
manager.
• Strategic Asset
Management =
optimising the economic
life of school buildings.
Strategic Asset Management
Asset Information Requirements:
•
•
•
•
•
•
•
What are they
Where are they
Condition / Value
Capacity
Expected Life
Future Demand
When to Replace /
Improve and at what Cost
Why Are We Changing from PMIS?
• Operating for 22 years.
• Data limitations.
• Insufficient information to support effective planning
and investment decisions.
• Requires additional systems (multiple spreadsheets)
• Not able to record information needed to support
strategic asset management / comply with Treasury
Capital Asset Management Standards
What is Helios
REPORTS
CORRESPONDENCE
PICTURES
CALCULATIONS
Helios Benefits
•
Single source of the truth
•
Better understanding of
assets
•
Better planning and
decision making
•
Shared understanding of
assets encouraging
improved collaboration
What Will Be Different
Moving From (PMIS)
Moving To (Helios)
•
PMIS and other systems and
spreadsheets
• One System
•
Data
• Data, Documents, Plans,
Graphs, Photos, School
• Projects set up as
planned
•
Project set up when $ needed
•
Project start and finish dates
• Project plans, milestones,
forecasts
•
Single funding source per
project
• Multiple funding streams
per project
What Will Be Different
Moving From (PMIS)
Moving To (Helios)
other Ministry systems
• Effective integration with
other Ministry systems
• Basic financial reporting
• Sophisticated reporting
• Simple data capture
• Increased data available
• Multiple records
• Single source of the truth
about projects
• Not fully integrated with
Draft Helios Overview
Ministry
External Project
Managers
Schools
Public
Calculators
First
10YPP
Oracle
Treaty
Settlements
Other systems
HELIOS
Draft View of Helios Users
Ministry
External Project
Managers
Schools
Public
Release One
• Access via Property
Toolbox, no login required
Release Two
• Access via Property
Toolbox using ESSA login
• View the same as the
general public
• Access to specific school /
project data
• Temporary transition team
will enter data and run
reports
• Project Managers able to
enter project data into
Helios and run reports
Draft Helios Overview
Calculators
First
10YPP
Oracle
Treaty
Settlements
Other systems
HELIOS
Draft Helios System Overview
Ministry
External Project
Managers
Schools
Calculators
Public
First
Oracle
10YPP
Treaty
Settlements
HELIOS
FileNet
Other systems
Draft Look and feel of the K2 Portal
Draft Look and feel of the K2 Portal
Draft Look and feel of the K2 Portal
Draft Look and feel of the K2 Portal
Draft Look and feel of the K2 Portal
Draft Look and feel of the K2 Portal
Draft Look and feel of the K2 Portal
Draft Look and feel of the K2 Portal
Draft Look and feel of the K2 Portal
Exporting Data
Example of data exported into a PDF view
SPG Calculator
Here’s an example of what you’ll see
when you load up the SPG Calculator
• Will be available on Property
Toolbox
• Can also be accessed via a
short cut from Helios as part
of Release 2
What Will Be Different?
For both Releases:
• PMIS will remain available in a “read only” format
• Limited property information will be in the public version of
Helios
Training
A 45 minute Webinar training will be available prior to
Release 1 with further training arranged for Release 2.