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Federal Insights Exchange featuring Department of Treasury August 26, 2020 THANK YOU TO OUR PATRONS Engage with Federal Insights Exchange (FIE) Agency-focused programs that provide substantive conversation on topics of mutual interest to


  1. Federal Insights Exchange featuring Department of Treasury August 26, 2020

  2. THANK YOU TO OUR PATRONS

  3. Engage with Federal Insights Exchange (FIE)  Agency-focused programs that provide substantive conversation on topics of mutual interest to government and industry  Ideally intersect with Communities of Interest (COIs) Active Teams include :  Department of Agriculture  Department of Homeland Security  Department of Commerce  Department of Justice  Department of  Department of State  Department of Transportation Defense/Intelligence  General Services Administration  Department of Treasury  Department of Health and Human  Department of Veterans Affairs Services

  4. Ready to Engage? Would you like to lead a new team or join an existing team? Contact: April Davis adavis@actiac.org Ann-Marie Johnson ann-marie.johnson@ardentmc.com

  5. SAVE THE DATE All sessions, academy, meetings and webinars are virtual at this time Sept 1 st Igniting Innovation 2020 Conference and Awards Sept 8 th ACT-IAC IT Management and Modernization COI Virtual Meeting Sept 10 th Evolving the Workforce COI Meeting Sept 15 th Emerging Technology COI Meeting Sept 16-17 th Shared Services Summit 2020 Sept 18 th Cybersecurity COI Meeting Oct 14 th When Does Information Become TMI Webinar Oct 16 th Cybersecurity COI Meeting Oct 26-29 th ReImagine Nation ELC 2020 Nov 4-5 th Emerging Technology Forum 2020 Nov 10 th IT Management and Modernization COI Meeting Nov 17 th Emerging Technology COI Meeting Nov 18-19 th CX Summit 2020 Nov 19 th Federal Insights Exchange Session featuring CIOSP4

  6. Featured Discussion – Department of Treasury Tom Coleman Acquisition and Financial Management Practice Leader FI Consulting Adam Goldberg Acting Assistant Commissioner, Office of Financial and Transformation, Department of Treasury Mitchell Winans Senior Advisor, Enterprise Digitalization and Case Management Office Internal Revenue Service

  7. Fede ederal al Insights Insights Ex Exchan hange ge August 26, 2020 Technology and the Federal Workforce Mitchell D. Winans

  8. Introduction Mitchell D. Winans Senior Advisor Enterprise Digitalization and Case Management Office 8 IRS | 8/26/20

  9. Agenda • Background: Focus on the People • Changing Workforce and Consumer Trends • Diffusion of Innovations • Keys to Success • Questions and Comments 9 IRS | 8/26/20

  10. Background: Focus on the People • PMA CAP Goal #3: Developing Workforce for 21 st Century • PMA CAP Goal #2: Leveraging Data as a Strategic Asset • PMA CAP Goal #4: Improving CX with Federal Services • PMA CAP Goal #6: Shift Low-Value to High-Value Work • New PMA CAP Goal: Frictionless Acquisition • Executive Order: Maintaining Leadership in AI (2/11/19) • Updated National AI R&D Strategic Plan (6/21/19) • Treasury and IRS FY18-22 Strategic Plans • IRS Modernization Plan and Taxpayer First Act 10 IRS | 8/26/20

  11. Updated National AI R&D Strategic Plan – June 2019 Updates original 7 focus areas from 2016 and adds an 8 th : 1. Make long-term investments in AI research. 2. Develop effective methods for human-AI collaboration. 3. Understand and address the ethical, legal and societal implications of AI. 4. Ensure the safety and security of AI systems. 5. Develop shared public datasets and environments for AI training and testing. 6. Measure and evaluate AI technologies through standards and benchmarks. 7. Better understand the national AI R&D workforce needs. 8. Expand public-private partnerships to accelerate advances in AI. 11 IRS | 8/26/20

  12. Taxpayer First Act of 2019 • Includes a focus on customer experience • Mandates IRS create a strategic vision/plan for improving customer experience in the short, medium, and long term 12 IRS | 8/26/20

  13. IRS Integrated Modernization Business Plan • Four Modernization Pillars: • Taxpayer Experience • Core Taxpayer Services & Enforcement • Modernized IRS Operations • Cybersecurity and Data Protection 13 IRS | 8/26/20

  14. Changing Workforce and Consumer Trends • 41% of consumers buying more online due to COVID-19 • 40% of workers don’t feel safe going into work • 30% of consumers are now willing to use telemedicine • 10% of consumers did “contactless commerce” for first time • …and yet, 76% of customers encounter a poor digital experience! -Forrester Research, Inc., 2020 14 IRS | 8/26/20

  15. Diffusion of Innovations Theory • Innovation : “…an idea, practice, or object that is perceived as new by an individual or other unit of adoption.” (Everett M. Rogers) • Main Factors that Influence Adoption • Relative Advantage • Compatibility • Complexity • Trialability • Observability -Thompson and Ibragimov, Emory University, 2015 15 IRS | 8/26/20

  16. Main Factors that Influence Adoption • Relative Advantage : advantage of the innovation relative to current practice • Compatibility : how well the innovation fits with attitudes, practices, and values • Complexity : how difficult it is to adopt the innovation • Trialability : how easily one can experience the innovation before adopting it • Observability : the extent to which use of the innovation is visible to others -Thompson and Ibragimov, Emory University, 2015 16 IRS | 8/26/20

  17. Adopter Categories • Innovators (2.5%) • Early Adopters (13.5%) • Early Majority (34%) • Late Majority (34%) • Laggards (16%) -Boston University, 2019 17 IRS | 8/26/20

  18. Keys to Success • Executive Sponsorship • Identify Champions • Build Coalitions (e.g., Opinion Leaders, Change Agents) • Listen and Learn • Reinforce Purpose and Goals • Perseverance 18 IRS | 8/26/20

  19. Continuous Learning and Improvement “I have not failed. I have just found 10,000 ways that don’t work.” -Thomas Edison 19 IRS | 8/26/20

  20. Questions and Comments 20 IRS | 8/26/20

  21. Federal In Insights Exchange August 26, , 2020 Adam Gold oldberg Acti cting g Assis istant t Co Commis issioner Fin inancia ial In Innovation and Transformati tion

  22. FIT incubates innovative solutions so that government agencies can become more efficient and transparent in federal financial management. 1. Hire Smart People Emerging Technology and 2. Rent Before You Buy (Know What You Don’t Know) th the Workforce 3. Know the Business 4. Remember the Business Problem (Hint: It’s Not the Technology) 22

  23. Q & A

  24. Thank you for Attending!

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