Matrix Systems & Technologies: Making Technology Your Solution

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  • American University
  • IRS
  • Department of Treas.
  • Maryland State Dept. of Education
  • Maryland Dept. of IT
  • Health & Human Services (CMS)

Project: Enterprise Resource Planning System Engagement

Critical activities identified for this project included, but were not limited to:

  • Define an application classification model for classifying applications into different categories based on a specific set of criteria
  • Define support requirements for each application category 
  • Create a complete inventory of the organization's applications, including unsupported "shadow" applications across different areas in the organization 
  • Define a baseline for IT support and service requirements based on the application classification model
  • Assess gaps between current support and baseline support; define an action plan to close the gaps
  • Extend the application portfolio to map to business processes, thereby setting a framework for business process architecture


  • Completed an inventory of all the applications.
  • Cataloged the purpose and functionality of each application
  • Cataloged all the customizations that were been done
  • Cataloged the users.
  • Created and defined an application Matrix.
  • Identified overlaps or redundancy in applications.
  • Eliminated redundant or unnecessary applications.
  • Developed a road map to identify each applications path.
  • Prepared a cost/benefit analysis
  • Developed a strategic Enterprise Architecture Plan.

Project: IRS PRIME

At the outset of the PRIME contract, Matrix Systems worked in partnership with the PRIME team to assist the IRS in structuring the test organization, test environments, test phases, and test scheduling mechanisms to facilitate the parallel delivery of several significant modernization efforts, including e-services and CADE. This support consisted of the following:

  1. Defining the program-level verification and validation plan, and the supporting processes, standards, and procedures that were deployed for use on all PRIME project efforts supported by resources from the centralized, Program-level verification and validation organization, IT&D
  2. Planning the initial system test plan, developing test planning details to include coverage of functional requirements, performance, usability in compliance with accessibility regulations
  3. Developing test scenarios followed by detailed test procedures to validate all categories of requirements
  4. Developing data specifications and data to support the specified test scenarios
  5. Performing test execution, test results analysis, and test daily test status reporting
  6. Developing summary reports to document the results at the conclusion of the test period
  7. Coordinating PRIME and IRS test activities as the release moves through the test environment to the production environment

In support of IT&D and the PRIME Alliance, Matrix Systems provided guidance and coordination to ensure that each system component met requirements when integrated with the rest of the release and when integrated with the enterprise upon deployment. The most noteworthy result of this initial 4 year effort to initially develop processes, standards and procedures, and then refine them based on lessons learned on multiple project deployments is that, in 2006 the IRS incorporated the PRIME IT&D set of standards and procedures into it’s own process baseline.

Project: Total Information Processing Support Services (TIPSS)


Total Information Processing Support Services (TIPSS) was designed to support critical U.S. Department of Treasury programs where there is a need for technical expertise, high quality staffing, seasoned experience, and the highest probability of success. The TIPSS contract was brought about to provide information systems, engineering, telecommunications and security services to help the IRS move from a mainframe/paper-based systems, to new distributed workstations and TIPSS was also established as a vehicle to simplify acquisitions, seek IT services competitively, and allow the bureaus to access a wide rage of quality IT services.


Under the TIPSS contract, the Matrix Systems worked a subcontractor to help establish and support the building of a test lab to mimic the IRS’s Legacy production environment for the Legacy Tax Processing method. The Test labs MS&T supported were set up in New Carrolton, Maryland (The New Carrolton Maryland systems ranged from PC to Unix server) where New Carrolton acted as the input system in which it produces the physical paperwork. The information then is routed to Memphis, Tennessee (Unisys) for repair and/or rejections, finally over to Martinsburg, West Virginia (an IBM Mainframe posting and analysis system) for backend processing to determine what US taxpayers owe, or what their refund will be. The data is then sent to the output system which uses the data from Martinsburg to help support the tax examiners/auditors so they can further communicate with U.S. tax payers.

MS&T produced a comprehensive test program that supports the full test life cycle in support of multiple platforms. Our team worked alongside the system engineers during the requirements and development phase to ensure that the requirements were quantifiable and testable. The requirements were then analyzed to develop test cases and procedures to support functional validation. At the conclusion of the test execution activities, MS&T worked to produce a comprehensive test results report.


Matrix Systems has been on the TIPSS contract since 1999 providing configuration management planning, change control planning, and testing of the U.S. Department of Treasury’s’ legacy “Masterfile” (IMF) system in continuous support of maintaining access, and security on one of the worlds largest and sensitive information systems. MS&T Inc.’s employees, and test teams oversaw by MS&T employees won tremendous respect and credibility on this contract by providing Y2K solutions and problem solving skills to the Internal Revenue Service.

Project: Maryland Longitudinal Data System


The MLDS is a project that will design, develop, implement, and support the execution of a longitudinal data system that links student level data across prekindergarten through grade 20 (P20) and incorporates the linking of teachers to student level data from the data warehouse upon completion of cleansing transforming and ensuring data quality. The Maryland Longitudinal Data System Project (MLDS) represents an enterprise solution to the Data Quality Campaign 10 Essentials Elements of a Longitudinal Data System.

Description of Services:

Under this Task Order, Matrix Systems & Technologies, Inc. is tasked to provide project management services responsible for the day-to-day project management and planning activities in support of MLDS project. This will include creating various project plans that will deliver the project objectives, managing the activities of the project team(s), foresee, plan, organize and control the resources necessary to effectively meet the project deliverables, manage the entire project process and assure for the successful attainment of each and every goal set out at the onset of each project.

Objectives Achieved:

  1. Re-engineer the current Education Data Warehouse to accommodate all new data elements that will expand upon previous Maryland Longitudinal Data System (MLDS) initiatives;
  2. Add modules to the Web Data Collection System to facilitate all data collection and reporting activities and increase efficiency and data quality;
  3. Provide advanced business analysis and reporting tools to an expanded user base;
  4. Plan and implement the collection of student-level course-related information allowing for the creation of virtual student records used for program evaluation, analysis, and reporting across Local school system (LSS) and school boundaries;
  5. Increase the capacity of the Maryland Unique Student Identification System (USIS) for the inclusion of Higher Education and state Workforce data;
  6. Provide the knowledge and ability to access MLDS data directly to an expanded user base.

Results Achieved:


As a result of this project, Maryland expects to:

  1. Complete the linking of student data across data collections and years;
  2. Further reduce the silo structure of major program data collections and integrate the Special Education program with the state’s system;
  3. Increase capacity to provide educators and policy –makers with new and useful data reports to enhance and improve program evaluation and policy decisions;
  4. Open access to data repositories for schools;
  5. Work with local school systems to develop a standardized process of defining courses at all three levels (elementary, middle and high) and implement a data collection that will populate the MLDS with student course and performance (grades) data, adding significantly to Maryland’s capacity to use data in policy-making and evaluate student educational experiences;
  6. Make significant progress in converting all major data collections to the web data collection format that will be used to collect, validate and report Maryland’s data. This system includes a Statistical
  7. Process Control feature that analyzes submitted data for discrepancies from previous five-year trends, and will improve the accuracy of EDFacts files;
  8. Increase the capacity of MSDE to provide needed data to policy-makers, especially the State Board of Education and legislators, thereby further reinforcing the need for and value of the longitudinal data system.

Project: Maryland CCU

Matrix Systems & Technologies, Inc. was awarded the CATS II Task Order Contract for Systems Design Architecture in support of Maryland’s Centralized Collection Unit (CCU). The CCU's primary IT system was implemented over 20 years ago, as a result several risks have been identified that are driving the replacement of the legacy system and therefore, the goal of the CCU Systems Modernization project is to improve the operational efficiency through the use of Information Technology (IT).


Matrix Systems & Technologies, Inc. applied its expertise in tax systems, financial systems modernization, data warehouse, and business intelligence in support of the following efforts of the CCU:

  • Development of a web application with workflow and approval cycles
  • Implementation of a web portal / dashboard to review account status, reports, and metrics
  • Development of an interface between the existing telephony, Interactive Voice Response (IVR)
    • Implementation of a digital imaging archiving system * Improvement of the interface architecture
    • Consolidation and integration of several desktop databases and spreadsheets used to augment the legacy application
    • Modification of the satellite facilities to accommodate system changes
    • Delivery of a fully integrated solution with single sign-on capabilities, hierarchical user level security, and extensive audit and history logging capability.

More specifically Matrix Systems & Technologies, Inc. supported the CCU’s Modernization by developing:

  • Architecture Requirements that included usability, performance, reliability, design, implementation, interface, and physical requirements.
  • Conceptual Architecture Diagrams that depicted high-level organizing structure of the system identifies architectural components and their responsibilities and relationships.
  • Logical Architecture documents that provided a definition of the application architecture, at a logical level, including both the business subsystems, with dependencies, and the distribution strategy for the business subsystems.
  • Likewise, Matrix Systems & Technologies, Inc. assisted in the Procurement, Design, Integration, Test and Implementation phases of the CCU’s Modernization.

Project: Center for Medicare & Medicaid Services (CMS)

Leveraging Capability Maturity Model Integration  (CMMI), Matrix Systems team provided full life cycle services which included projects that involved; systems design, integration, development, testing, maintenance, and technical support of agency-wide applications of the Department of Health and Human Services. Accomplishing these tasks required expertise in “in-house” applications; such as DOORS (Dynamic Object Oriented System) and APCSS (Automated Production Control and Scheduling System). In addition COTS (Commercial Off-The Shelf) software, included Abend-Aid, File-Aid, JCL Prep, SORT, SPUF, QMF, NT Server, Websphere, Flexus Thin Client, JCL and DB2. All of which were supported by Matrix Systems & Technologies' team of IT professionals.