GTA Assessment Initiative Kick-off August 14 2007 August

Скачать презентацию GTA Assessment Initiative Kick-off August 14 2007 August

f09ed9447a4392334c3ca7bc8e496c61.ppt

Количество слайдов: 70

GTA Assessment Initiative Kick-off August 14, 2007 August 14 and 16, 2007

Agenda • Introductions • Transition Vision • Sourcing Assessment Team • Governor’s Intent • Assessment Objectives • TPI Overview of Assessment Data Gathering © 2005 GDEc. D Georgia Technology Authority Assessment Kickoff | 8/14 -16, 2007

GTA Transition Vision • Superbly manage IT infrastructure services for the state of Georgia • Ensure Georgia’s IT investments create business value for state agencies and state taxpayers Mission • Work collaboratively with agency partners to define the best solution for IT service delivery to Georgia’s state government Guiding Principles • State’s interests come first • Work as partners • Earn trust © 2005 GDEc. D Georgia Technology Authority Assessment Kickoff 2 | 8/14 -16, 2007

Our Approach to IT Assessment • This is a GTA-led initiative ― TPI is a resource to assist • TPI will: ▪ provide an objective view ― “solution agnostic” ▪ draw on its experience to recommend executable strategies ▪ work with agencies in a “sleeves rolled up, ” collaborative way • Information collected can be used in subsequent phases © 2005 GDEc. D Georgia Technology Authority Assessment Kickoff 4 | 8/14 -16, 2007

Sourcing Assessment Objectives • Ensure all sourcing decisions of state IT Infrastructure Services are in the best interest of the State of Georgia for the long term • Ensure all sourcing decisions and resulting implementations support the State of Georgia in being the best managed state • Develop a best practices Service Management Organization for GTA © 2005 GDEc. D Georgia Technology Authority Assessment Kickoff | 8/14 -16, 2007

Why are we doing the Assessment? • GTA faces unsustainable financial losses • GTA’s IT operations do not meet industry standards • GTA lacks processes and automation to operate effectively • State’s IT enterprise has not been managed well © 2005 GDEc. D Georgia Technology Authority Assessment Kickoff | 8/14 -16, 2007

Sourcing Assessment Outcomes • Retain state service delivery but make improvements • Outsource services: GTA manages vendor and state owns IT assets • Outsource services: GTA manages vendor and vendor owns IT assets © 2005 GDEc. D Georgia Technology Authority Assessment Kickoff | 8/14 -16, 2007

Scope of Sourcing Assessment • Covers IT processes, assets and facilities ▪ Data Center services ▪ Desktop services ▪ Telecommunications services ▪ Support functions • Determines how services compare to minimum standards ▪ Service delivery and service level targets ▪ Business continuity and disaster recovery ▪ Condition, life cycle, cost to refresh and maintain IT assets © 2005 GDEc. D Georgia Technology Authority Assessment Kickoff | 8/14 -16, 2007

Scope of Sourcing Assessment, cont. • Methodology will provide framework criteria, including: ▪ ITIL process implementation assessment for IT functions and processes ▪ IT business continuity and disaster recovery process assessment ▪ IT assets and data center facilities assessment • GTA will work with agencies to define scope of operational assessment © 2005 GDEc. D Georgia Technology Authority Assessment Kickoff | 8/14 -16, 2007

GTA Assessment Initiative – Orientation / Kick-off Copyright © 2006, Technology Partners International, Inc. All Rights Reserved. No part of this document may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval devices or systems, without prior written permission from Technology Partners International, Inc.

14 Agenda n TPI role and qualifications n What are we planning to do? n How do we plan to do it? n Importance of the information n Scope of the Assessment n Overview of Data Gathering Templates n Don’t panic – typical problems, issues and solutions n Review and confirmation n Outcomes / Value n Next Steps n Q&A Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

TPI role and qualifications Copyright © 2006, Technology Partners International, Inc. All Rights Reserved. No part of this document may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval devices or systems, without prior written permission from Technology Partners International, Inc.

16 TPI’s Project Team TPI’s has assigned a very experienced team blending Public and Private Sector experience, experience of similar engagements and deep subject matter expertise. Process and Functional Champions TPI Market Research Team The overall TPI team can be segmented into three integrated sub-teams: • Strategic Leadership Team coordinates overarching objectives • Project Team leads day-to-day activity • Service Management and Governance Team works in parallel during all Phases Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

17 Creating Substantial and Sustained Improvements TPI assists with complex challenges related to improving the cost/capacity/capability of business support functions through the integration of data, knowledge and expertise. Enterprise Business Support Function Challenges TPI Services How are we performing? Operational Assessments What are our alternatives for improvement? Strategy and Business Case for Change How do we implement change for longterm success? What competencies are required for managing to results? Shared Services Insourcing Captive Offshore Outsourcing Service Management & Governance Technology-enabled Business Support Functions Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

18 Foundation for Success TPI’s global team of advisors is supported by the industry’s deepest foundation of knowledge-based resources, all aimed at empowering “most informed” status. 370+ Highly-Experienced Practitioners, Each Accomplished in Sourcing Strategies, Implementations and Operations Sourcing Leadership Exchange Sourcing Industry Conferences Financial Modeling Tools Contracting Templates and Tools Industry-Defining Methodologies Prevalence Databases Governance Excellence Benchmark Service Provider Profiles Market Intelligence & Research / TPI Index Financial Data Repository – The Industry’s Deepest Source of Outsourcing Pricing and Contract Term Intelligence Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

20 Sourcing Assessment Design: Map of Essential Deliverables We employ a structured, outcome-oriented approach towards uncovering the spectrum of transformational opportunities, and their related virtues/risks. Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

21 TPI: Reputation Matters Strategic decisions require the expertise of the market leader. Largest Leading Focused Global Experience Objective, Informed Passionate TPI is the largest sourcing advisory firm in the world focused on a broad range of business support functions and related research methodologies. The sourcing advisory industry founder and innovator, TPI has grown with its clients. We employ advisors in regions that include the Americas, EMEA and Asia Pacific. TPI exclusively concentrates on helping enterprises make lasting improvements to their business support functions. Possessing practical experience in global operations, TPI’s roster of colleagues appreciate the significance of interconnected economies. TPI is the advisor on more than 50% of the transactions that use an outsourcing advisor and on more than 25% of the total contract value awarded each year. The outcomes that TPI recommends are entirely driven by the client situation and meaningful understanding of market realities. TPI advisors share a genuine conviction for the value that we help clients achieve. Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

22 Key Messages on the TPI approach n This is a GTA led initiative – TPI is your resource to assist n TPI is tasked with providing GTA with an objective view – solution agnostic n TPI will draw on its experience to recommend executable strategies n Recognizing the scale and complexity of the task ahead, we will work with Agencies – ‘sleeves rolled up’ collaborative approach n The information collected during the assessment phase can be used in subsequent phases should the alternative call for continued movement forward Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

What are we planning to do? Copyright © 2006, Technology Partners International, Inc. All Rights Reserved. No part of this document may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval devices or systems, without prior written permission from Technology Partners International, Inc.

24 Overview of Assessment activities n The timeline focus is on good information early n The assessment will be presented to Senior Managers n Individual reports provided to each Agency Head n The recommendations will include a Business Case Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

25 Who participates? n Agency nominated representatives plus … GTA account representatives will work with you to identify who n CIO n CFO or nominee n Business Representative n Other stakeholders – Application leads n Subject Matter Experts (SME) – different per Agency n Mainframe n Servers n Managed Network Services (MNS) n End User Computing (EUC) n Help Desk n Cross-functional Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

26 Data Gathering & Interview Logistics n Each Data Gathering Pack – at least 2 and maybe more than 6 involved n 1 st Round interviews = co-ordination of 50+ interviews (1 – 3 hours in length) n Separate submissions of information - data gathering and following interviews n A 2 nd round of interviews will focus on areas of complexity and data queries n ‘Question and Answer’ established to support agencies n Discoveries will establish the agenda for second round interviews and follow-on data requests Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

27 Key activities - 1 st round of information gathering n Orientation August 14 & 16 n Training August 22 & 23 n Data Collection commences August 23 n GTA support – Q&A process August 23 through completion n Appointment window for interviews August 28 – October 3 n 1 st Submission of data forms September 28 n 1 st Submission of interview requests September 28 Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

28 Key activities - 2 nd round of information gathering n Data Collection continues n GTA support – Q&A process continues n Appointment window for interviews October 10 – November 6 n 2 nd Submission of data forms (final) October 26 n 2 nd Submission of interview requests October 19 n 3 rd Submission of interview requests (final) October 25 Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

29 Key activities - Validation and confirmation n Agency confirmation of data collected from October 7 to 30 n Agency commentary on observations from October 9 to 30 n GTA validation window November 5 - 12 n Completion of validation November 13 Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

How we plan to do it …. Copyright © 2006, Technology Partners International, Inc. All Rights Reserved. No part of this document may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval devices or systems, without prior written permission from Technology Partners International, Inc.

37 Data Collection Baseline Volumes and Base Year Expense n Baseline Volumes are the drivers of the financial cases for both GTA and the Service Provider and drive variable cost n Baseline Volumes must be reconciled with Base Year expense and align with the pricing methodology n Base Case Volumes must be collected for each discrete function – not all are pricing units Resource Baselines The Resource Baselines establish the basis for the long-term projections Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

38 TPI Mark to Market (M 2 M) Comparison Process n Once data has been collected the actual M 2 M comparison and analysis is performed by normalizing the client data for specific Client environmental factors and comparing to market data. Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

39 Infrastructure Scenario Comparison – Impact Summary Transition Risk, Change Management, X-Year Savings GTA/Agencies Risk & Accountability Scenario #1 Transition Risk 1 Low 3 5 High Scenario #2 1 3 5 Low High 1 Low Savings -$0 M Scenario #3 Transition Risk Amount of Change 3 High Amount of Change $10 M 1 Low 3 Transition Risk 5 1 Low 3 5 High Amount of Change 5 High Savings 1 3 Low 5 High Scenario #8 Savings -$0 M Transition Risk $10 M -$0 M $10 M 1 Low 3 5 High Amount of Change 1 3 Low Shared or Supplier Risk & Accountability 5 High Savings Note: all savings are based on the X year model. Copyright © 2006, Technology Partners International, Inc. All Rights Reserved -$0 M $10 M

Importance and relevance of the information to be gathered Copyright © 2006, Technology Partners International, Inc. All Rights Reserved. No part of this document may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval devices or systems, without prior written permission from Technology Partners International, Inc.

42 Importance & Relevance n The focus upfront is to understand the complexity of each agency n Detailed data points are only relevant when they are placed in the right context n Different sources of information need to be mapped to bring the quantitative and qualitative together Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

43 What is the scope of the Assessment “we are going to bite the apple from the outside and work to the core, …. not the other way ‘round” Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

44 What is the scope of the Assessment n Mainframe n Computer Operations support for all mainframe hardware, peripherals and application processing n Physical Database administration for Mainframes n Servers n Computer Operations support for all servers, associated peripherals and production application processing n Physical Database administration for Servers n Application Servers n Utility Servers n End User Computing n Help Desk n Managed Network Services n Network Data n Network Voice Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

45 What is the scope of the Assessment … cont’d n Cross Functional n Enterprise Change Management n Disaster Recovery Planning, test co-ordination and execution n Contract maintenance and vendor relations n Information Security Management n Security Engineering, Consulting and Architecture n Security Policy and Guidance n Information Security Administration n Project Management and Administration n Configuration Management n Asset Management n Hardware Asset Management Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

A deeper dive – an overview of Data Gathering Templates Copyright © 2006, Technology Partners International, Inc. All Rights Reserved. No part of this document may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval devices or systems, without prior written permission from Technology Partners International, Inc.

47 Key Components of the Templates n Instructions n Overview of each template n Definitions of key terms and fields n Drop down menus for input standards n Formatted fields as appropriate n Cross References and maps n Field for “Comments” when additional data would be useful or judgment calls need to be made Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

49 Points to Remember n This data collection process may at times yield only a close approximation n The more accurate the data the more reliable the solution and pricing in the long run n Assets are generally a point in time count n Volumes and Service Levels are monthly to provide trend information Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

54 Additional Information n Some data (Resource volumes and Service Levels) will need to be gathered on a monthly basis to provide trend information to providers n Some data (Hardware Counts) may need to be refreshed during the process n There is additional non-template data required: 4 Network Topology depicting links into each of the major processing facilities w/circuit capacity 4 IT Org Chart with Name and Budget Position Number 4 Agency Overview - Narrative of the processing environment Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

55 We acknowledge that there will be issues to reconcile … n Agency resources – time to commit limited n Information not available – e. g. server inventory date of service n Conflicting information, concern for accuracy n Segregation of services between GTA and Agency n Complex organizational structure of some Agencies Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

56 Financial Data – Challenges n Identifying costs for performing infrastructure services n Cost for FTEs in remote locations performing multiple tasks including some infrastructure activities n Cost for FTEs in Agency functional areas performing infrastructure activities n Identifying volumes for infrastructure services with Agency functional areas Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

57 Headcount Data - Challenges n Identifying # of people performing infrastructure services n # of people in remote locations performing multiple tasks including some infrastructure activities n # people in Agency functional areas performing infrastructure activities n Allocation of all people to appropriate towers n Assumptions regarding tasks performed and time utilization n Collected using templates and interview process of key managers n Assumptions regarding benefits and estimated percentage of direct compensation n Employee benefits n Overtime n Other compensation Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

58 Asset Data - Challenges n Alternative data sources may need to be used n Agency “off-line” inventories and fixed asset listings n Purchase order and procurement information n Electronic discovery of network attached devices n Lease agreements, schedules and associated records n Outside suppliers n Agency subject matter experts n Annual expenditure will be reviewed for reasonableness n Review current year expenditure with prior years to determine trends n Asset volume growth and technology refresh rates will need to be considered n Adjustments may need to be made for major transformation or refresh activities Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

59 Baseline Profile Considerations n Most of the time, the IT budget/actuals do not represent the true cost of IT to the organization n Human resource, asset, resource baseline volumes and service levels are linked and inseparable from the financials n The overall success of the assessment project is dependant on the quality, accuracy and integrity of the initial data collected Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

60 QA & Validation Approach TPI will use its extensive experience in undertaking similar engagements to test the quality and integrity of the data being collected. n Data validation will be undertaken collaboratively between the Agency representative, GTA Agency Rep and TPI Advisor n Checkpoints will be included in the project plan to ensure ongoing data validation n Final baseline profiles will be electronically “traceable” back to source data n TPI advisors will follow QA checklists and conduct peer reviews of other Agency data and analysis Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

What are the outcomes – what is the value Copyright © 2006, Technology Partners International, Inc. All Rights Reserved. No part of this document may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval devices or systems, without prior written permission from Technology Partners International, Inc.

67 Session Recap n GTA led initiative n Detailed process with inter-dependencies n Good data, timely n Support from TPI and GTA Agency representatives n Reports for each Agency n Executable strategies Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

68 Next Steps n Training Next Week n Additional activities to address more complex agencies n Scheduling Interviews n Providing contact information and Q&A submission forms Copyright © 2006, Technology Partners International, Inc. All Rights Reserved

69 Share. Point site n Collaboration site n Document Center n Templates n Data Repository n Announcements n Team Discussions n Contact Information n Calendar http: //sps. gta. gov/sites/ISAP/Pages/Default. aspx Copyright © 2006, Technology Partners International, Inc. All Rights Reserved