SlideShare uma empresa Scribd logo
1 de 16
Baixar para ler offline
Meeting the
                      Challenge of
                      the 25
                      A considered approach to resolving
                      the failings in the way the US Federal
                      Government defines, selects, manages
                      and monitors IT investments.




Planet Technologies                                 1|Page
Table of Contents
I.           Introduction ............................................................................................................................ 3
II.          Defining the Problem Space ................................................................................................... 3
III. Enabling the Change ............................................................................................................... 4
IV. Consistent, Transparent, Results-based Program Management ............................................ 5
V.           Checks and Balances ............................................................................................................... 5
VI. Meeting the Challenge ............................................................................................................ 7
      i.       Leveraging Enterprise Agreement Assets in Attacking the Challenge ................................. 7
      ii.      Manage Requirements......................................................................................................... 7
      iii.         Manage Scope .................................................................................................................. 9
      iv.          Manage Resources and Monitor Performance .............................................................. 11
      v.       Manage User Feedback...................................................................................................... 12
VII.           A Conceptual Solution Architecture .................................................................................. 13
      i.       Overlay Process .................................................................................................................. 13
      ii.      Technical Architecture ....................................................................................................... 15
VIII.          Embracing the Challenge ................................................................................................... 15
IX. Conclusion ............................................................................................................................. 16




Planet Technologies                                                                                                                    2|Page
I.      Introduction
In a recent memo1 from the Federal CIO, Vivek Kundra, Section A focuses on the need to look
first to services offered on infrastructures not owned and operated by the Federal Government,
collectively termed the Cloud. Sections B, C and D deal largely with the failings in the IT
planning and management processes within US Federal Agencies that have enabled large scale
IT investments to drag on, languish, and ultimately fail at significant cost to the taxpayer. Vivek
leads a call to action. The following paper lays out approaches to meeting the challenges as
highlighted in Sections B,C and D and features tools you may already own to assist with
maturing IT planning and management processes, and leverages the real world experience of
capital planners, enterprise architects, project managers and business managers.


      II.      Defining the Problem Space
The problem at the highest level is that the critical processes that enable successful IT project
delivery have traditionally been disjointed. Business Management, Program Management,
Acquisition, Budget, and Governance processes all require tight integration to streamline the
technology cycle, not to mention the IT delivery function itself. Seamlessly integrated processes
result in a technology cycle that is more agile, delivers IT solutions faster and with a higher
degree of quality and success. However, in order for these processes to be tightly integrated it
requires each of the processes to mature collectively, not independently.

Traditionally, each process is operated by an organizational unit that matures its own process
with little consideration to the impact on, and/or maturation of, other dependent processes.
Federated organizations, timing, various appropriation sources, limited authority, data
verification, accountability, and independent support systems are all presented with their own
challenges and when combined make it that much more challenging for Federal agencies to
mature and integrate the critical processes.

The problem space is complex and requires incremental, measured improvement to ensure
processes are integrated and matured collectively. Defining an approach and developing a
system that impacts any single one of these work streams will not deliver the necessary
improvements nor will it enable the mandated visibility. The solution needs to be able to be
integrated into the work processes and systems of multiple, historically stove-piped domains,
whilst enabling centralized storage and analytics to inform oversight activities.




1
    http://www.cio.gov/documents/25-Point-Implementation-Plan-to-Reform-Federal%20IT.pdf


Planet Technologies                                                                        3|Page
III.    Enabling the Change
The changes required to mature the processes inherent in Business Management, Program
Management, Acquisition, Budget, Governance, and IT Management collectively and integrate
the processes seamlessly can only be enabled through the consistent application of rationalized
/ normalized resources (technology and people), applied consistently throughout the entirety
of the technology lifecycle. The technology lifecycle, at a fundamental level encompasses

      Identification of a business need.
      Research into and evaluation of alternative technical solutions.
      Selection of a proposed solution.
      Application for authority to procure (through IT selection boards or through the use of
       discretionary funding).
      Issuance of a solicitation.
      Evaluation of bids and source selection.
      Project commencement / deployment.
      Steady state operations.
      Migrations/upgrades (potentially)
      Ultimately decommissioning and retirement.

Management of a solution from pre-selection through, at minimum, full production
deployment into a steady operating state can only be achieved through cross process
monitoring and measurement. Achieving this application of the management resources
consistently requires a combination of a top-down and bottom-up approach.

The top-down approach requires organization unit /agency buy-in, cooperation, and the
evaluation of the performance of senior leaders based on their ability to drive this maturation.
The bottom-up approach requires an analysis of support systems, alignment of procedures and
timing, and rationalization and verification of the data to be shared between processes.

Federal agencies have options when it comes to enabling the changes required to achieve a
more effective and efficient technology cycle. The common resources and skills required to
transform and execute can either come from internal sources, internal sources with support of
external vendors, or from external vendors managed by internal sources. To determine the
option that is most effective for an organization requires an unbiased assessment of the
resources available to the agency. This organizational assessment is the first step to enable the
change.




Planet Technologies                                                                    4|Page
IV.                      Consistent, Transparent, Results-based Program Management
Program Management is the common thread throughout the technology lifecycle, from
managing requirements on the front end, managing scope and resources throughout
development, monitoring performance throughout, and managing user feedback once
operational. Each of these activities are not stand alone, nor do they take place at one singular
point in time, but rather each of these works hand in hand and are constantly impacting one
another.
                       Program Management




                                                                                     Manage Requirements

                                                                                                Manage Scope

                                                                                                     Manage Resources and Monitor Performance

                                                                                                                                       Manage User Feedback

                                                  Architect                        Invest                      Implement                  Operate
 Improvement Lifecycle
     Performance




                                              Select
                                                                Preselect          Select          Implement             Operate              Decommission
                                            Segment to
                                                              Authorization     Authorization     Authorization        Authorization          Authorization
                                             Architect




                                                  Figure 1: Program Management Functions and the Performance Improvement Lifecycle

The alignment of Acquisition, Budget, and Governance processes with Program Management
creates additional complexities but that can be simplified through clear definition of the hand
offs and timing required. Through the use of technologies that most agencies already own,
forms and workflows can be established to facilitate the hand offs and data exchanges,
notifications, alerts, and warnings can be established to ensure the required timing is being
adhered to, and performance can be measured to further refine the integration.

As Federal agencies undertake the organizational assessment described in Section B of the 25
Point Plan, it is imperative that the maturity of the Program Management, Acquisition, Budget,
and Governance resources be considered as a whole. Incrementally defining and implementing
requirements to integrate each of the processes will produce results quickly in the near term
and consistently over the long term.


                    V.                       Checks and Balances
Technology programs within the Federal Government often go off track when the appropriate
controls are not in place to ensure consistent and un-biased measurement of program and
resource performance. Through the establishment of a common assessment system designed
to facilitate the Program Management function, it is possible to begin to establish authoritative


Planet Technologies                                                                                                                           5|Page
data points/sources with clear traceability to programmatic delivery. In addition, it provides the
basis through which individual and group resource performance can also be measured. The key
to truly benefitting from a systematic, data driven approach can only be achieved when we
anticipate that any system of performance measurement will, inherently, be susceptible to
‘gaming’ or manipulation in either inadvertent subtle, or obvious and egregious ways. The
system of measurement and transparency must be designed with checks and balances to
accommodate check for and correct these inconsistencies.

As an example let us examine a common scenario. If an agency decides to develop or directly
hire program management resources, there is inherent risk of program managers “going
native” if they are left to manage their program for extended periods of time. The term “Going
Native”, originating in diplomatic circles, describes a scenario in which a neutral observer
begins to have sentiments of sympathy and alignment to the cause of those being monitored. It
is the reason Diplomatic appointments are changed on a regular basis.

In a program management scenario in which the program manager is inherently responsible for
successful oversight of a program or project to its conclusion, the temptation to report to
management that the program is on-schedule, or to be optimistic about schedule slippage
being recovered by crashing the schedule is extremely high. As a result, it is frequently not until
a program is irretrievably behind that management or executive oversight learns the truth.

To mitigate the “going native” risk, it is necessary to have the program managers manage
different programs on fixed timetable, moving them with a pre-determined frequency. Doing so
mitigates one risk, but also presents additional challenges, in that it requires each program and
each program manager to adhere to a common set of standards and enforceable controls so
that each program manager can be swapped out seamlessly.

Conversely, if the government agency decides to outsource their program management
resources, it requires that the agency be willing to establish the necessary internal structures
and controls. The contract vehicles themselves need to have due diligence applied to ensure
the service levels built into the contracts provide indicators that:

   1. The contractors are adhering to agency standards.
   2. The contractors are delivering services in accordance with planned cost and schedule.
   3. The contractors themselves are not being adversely influenced working so close with
      the projects themselves.

Ultimately, Program Managers need to be responsible for helping guide the program towards a
successful outcome. Equally as important, they must be aware of and fully understand the
escalating program issues that could ultimately result in programmatic failure.



Planet Technologies                                                                     6|Page
VI.     Meeting the Challenge
Figure 1 on page five, identifies the key work streams within program management and their
alignment with an ongoing performance management lifecycle. Analysis of precisely defined
data points such as milestones in delivery, deadlines, budgetary cycles and fiscal indicators,
(including burn rate) from the project level, understood in the context of an IT program,
enables critical oversight at a project level while also providing the visibility necessary for
managing dependencies and true overarching programmatic performance. Alignment of the
two work streams and the practical unification of their actions through consistent and
normalized data driven project and portfolio analysis is the central tenant that must be
followed if we are to effectively manage the delivery of a continuous improvement of the
services provided by IT. The establishment of a technical solution to centralize the collection of
the data to support the analysis will provide the keystone that supports these program
management functions. Clear visibility into their interactions provides a foundation through
which program management as a whole can begin to mature collectively.

This foundation is imperative to provide the long-term stability on which processes and
procedures can be developed and refined over time. Furthermore, the interdependencies
between each of the program management functions (Requirements, Scope, Resources and
Performance, and Feedback) demand a consistent but flexible central collection node that can
begin with simple milestones and as the IT program management methodologies discussed
within the CTO’s plan are defined by OMB the system can be incrementally improved and
augmented to ensure constancy with the requirements of both legislative mandate and
common best-practice.

   i.      Leveraging Enterprise Agreement Assets in Attacking the Challenge
Most Federal Agencies have a significant investment in Microsoft technologies acquired
through an Enterprise Agreement. Enterprise Agreements contain a large number of products,
many of which tightly integrate together delivering rich functionality across platforms that can
be utilized either through a web browser or through the Microsoft Office Suite of Products
including Outlook through E-Mail. The interface is familiar to end users and management of the
platform is something with which technical resources have demonstrated expertise. Within the
sections that follow, a table at the end of each section will highlight the product / product
combinations that most Federal Agencies own and how they can facilitate the process or
project, program and performance management integration.

   ii.     Manage Requirements
Although the management of all IT system projects demands requirements management as the
most fundamental of all functions for the successful delivery of a new or augmented service, it
is often the most overlooked. As a result of internal politics, policy or interpretation of the FAR,


Planet Technologies                                                                      7|Page
Federal agencies are often faced with the challenge of defining needs whilst having to remain at
arm’s length from the very people from which they need to collect the requirements. This
fundamental challenge often results in the development of requirements that are fragmented
or incomplete, or a set of requirements without the context of the customer or business need.

This can be exacerbated by the requirement to fit a system purchase within a pre-determined
budgetary cycle. Commencing your processes based on identified business need in April for
example, will mean you have a very short period of time into which you can squeeze all of the
steps that due diligence requires, forcing the rushed interpretation or total disregard for actual
business and end user requirements. The result has been systems that at best are delivered in a
timely manner but suffer poor adoption and end user satisfaction rates, ultimately being
replaced or growing so considerably in scope that the time and money spent fixing the system
to what it should have been in the first place eclipses the original build cost.

The management of requirements begins during the ‘Architect’ stage of the performance
improvement lifecycle and prior to the start of the System Development Lifecycle, but is an
ongoing (oft overlooked) function with dependencies between the other functions of the
program. The management of requirements is comprised of the following activities:

   1. Collect and Define – Collaborate with the customer(s) to identify and explicitly define
      the technical requirements of the technical solution. Requirements should be fully
      defined for the establishment of the program / technical solution scope. As the program
      evolves and the technical solution is deployed to the customer(s), the ongoing collection
      and definition of requirements needs to occur.
   2. Analyze – Review the customer(s) requirements to identify similarities, redundancies, or
      gaps between them. As new requirements are identified during either the development
      of the technical solution or post-deployment, those requirements need to be analyzed
      against existing documented requirements or already fulfilled requirements.
   3. Update – Based on the results of the analysis, prioritization, or additional program
      management functions, requirements may need to be consolidated, eliminated, or
      enhanced.
   4. Prioritize – During the ‘Architect’ stage of the performance improvement lifecycle,
      requirements are prioritized to determine those that will be developed and
      implemented in the technical solution for the customers. This prioritization can be
      formalized in a manner that takes into account customer value, risk, or other factors.

After the requirements are prioritized, the set of requirements now forms the basis of the
scope. At this point the management of the requirements does not end, but rather it continues
throughout the lifecycle of the technical solution. For instance, as the solution is being



Planet Technologies                                                                    8|Page
developed, the scope may shift or change. A change in scope could require that a particular
requirement not be met in the first iteration of the solution.

The gathering of requirements and proposal of solutions to defined business problems should
be driven by what we term a solution map. A solution map develops the real cost analysis for
the delivery of a given solution including all cost elements comprising hardware, software,
maintenance fees, services (consulting and technical) and ongoing costs. Inclusion of all of the
actual cost elements and visibility thereof in the authorization process of any proposed IT
project is vital if an informed, duly diligent judgment is to be made as to the most advantageous
manner in which to solve the business need or problem at hand. Whilst acknowledgement of
the internal expertise on hand to maintain and operate a proposed system should be weighed
in the process, personal preferences for a particular technical platform, vendor or solution
provider should not weigh into the decision making process.

Specific to the development of a solution map the following products provide functionality that
naturally supports the collection of the data to inform accurate pricing and for the development
of project timelines and milestones.

Product                Integrated?      Leveraged Capabilities
Microsoft SharePoint   Yes              Collaboration, Excel Services, Electronic Forms, Dash-
                                        boarding, Alert and Notification
Project Server         Yes              Project Plan Development, Milestone Definition
Portfolio Server       Yes              Project Plan Integration, Resource and Dependency
                                        Management
Microsoft Office       Yes              E-mail, and Spreadsheet integration
                               Table 1: Requirements Management Products

A description of the use-case for the components listed above appears with a conceptual
architecture at the conclusion of this paper.

   iii.    Manage Scope
Scope Management is critical for programs. The program itself may be ever evolving, making it
that much more critical that the scope is managed on an ongoing basis in order to contain
costs, schedule, and ensure that the planned deliverables are realized. Scope creep (program or
product) is one of the primary reasons for federal IT projects languishing without delivering
results. To effectively contain scope, it is essential that requirements are detailed, customer
needs are managed, milestones and delivery dates are set and the developers have a clear
understanding of how the requirements are to be fulfilled by the technical solution.

Scope is initially developed during the ‘Invest’ stage of the Performance Improvement Lifecycle,
but is managed throughout the System Development Lifecycle and is impacted based on any of
the other program management functions. The agreed upon scope ultimately results in the


Planet Technologies                                                                        9|Page
identified cost and schedule elements detailed in the project plan. Scope management, like
requirements management has similar activities that are performed and should be thoroughly
documented and managed before any solution is selected and proposed to the IT control
organization. Buying software is not the full cost of the solution, the hardware platform
required and the time and technical expertise that will be required from at-cost external
support must also be considered before a valid evaluation and selection can realistically deliver
a best value solution.

It is understood that during the development of the technical solution unforeseen
circumstances may arise that will necessitate modification decisions regarding scope to be
made. For example, if it is discovered that performance is not adequate (and is a primary
(highest priority) requirement of the overall solution), some of the development costs may
need to be re-allocated to upgrade physical hardware or underlying network infrastructure. In
this and many other similar cases, the scope or the program and product need to be actively
managed and adjusted accordingly with any resultant shifts in delivery timeframe or budget
being clearly understood, communicated and recorded.

Scope is what defines the cost and schedule that are required. To this end, it is imperative that
it is managed accordingly and communicated actively to ensure that any projects or programs
with dependencies upon the new systems can, in turn, understand any ramifications. A
consideration here must be what the consequences will be regarding decisions of how and
where to invest within the other components of the IT portfolio if disruptive scope changes
occur.

For example, consider the impact if an organization develops requirements, has the alternatives
analyzed, makes a selection, has a budget submitted and approved, and makes an award for an
organization to outsource their messaging platform in order to realize tangible cost savings on
owning and running physical infrastructure. If that award is protested by a disgruntled vendor,
essentially stopping anticipated savings from being realized, the entire IT budget and portfolio
of services will be seriously impacted and must be re-evaluated in light of the fact that the cost
of running the existing infrastructure will not go away as planned but, will instead, be ongoing
whilst the legal battle ensues. This change in reality must be updated and reflected in the
program level budgets and may well result in other previously approved IT projects being moth-
balled or outright cancelled, but regardless of how difficult this impact is, it must be visible and
must be managed.

The following Microsoft products provide functionality that naturally supports the management
of scope to ensure that the program / project are poised to successfully deliver an agreed upon
set of business requirements.



Planet Technologies                                                                    10 | P a g e
Product                   Integrated?      Leveraged Capabilities
Microsoft SharePoint      Yes              Collaboration, Excel Services, Electronic Forms, Dash-
                                           boarding, Alert and Notification
Project Server            Yes              Project Plan Development, Milestone Definition
Portfolio Server          Yes              Project Plan Integration, Resource and Dependency
                                           Management
Microsoft Office          Yes              E-mail, and Spreadsheet integration
                                  Table 2: Scope Management Products

   iv.     Manage Resources and Monitor Performance
As the technical solution is developed and implemented within the ‘Implement’ stage of the
Performance Improvement Lifecycle, resources and their performance need to be managed and
monitored to ensure they are delivering in line with the project delivery plan and milestones
that were laid out in the IT solution evaluation and selection stage. This methodology allows
significantly better assessment of actual delivery against a performance based contract.

It is understood that financial, equipment, human capital and other resources related to the
development and delivery of the solution can all be negatively impacted in a moment’s notice
for any number of reasons. What is important is that the resulting effect on the program are
thoroughly understood and accurately conveyed in a timely manner so that decisions on
program/project continuance, accommodation of change or derailing it altogether can be made
long before a program/project falls into a state in which it languishes and drags on without a
realistic chance of recovery or success

Understanding the implications an issue with resources or their performance may have on both
scope and requirements is imperative. It enables the program to adjust accordingly to ensure
the program is able to press forward in the face of adversity and that deliverable(s) continue to
be produced effectively and efficiently.

The project plan itself is a fundamental starting point for managing cost, schedule, and human
capital; however, a complete solution offers visibility into other aspects of the program as well,
such as additional project resources, the performance of all resources, and the dependencies
with other programs, projects and management functions.

A solution that enables the program manager visibility into all of the resources, their respective
performance, and the scope and requirements they each are related to, provides a holistic view
into the program. This view can assist with course correcting in much shorter time frames, thus
alleviating compounding risks to the program. The following Microsoft products provide
functionality that naturally supports the management and monitoring of cost, schedule,
resources, performance, and their dependencies.




Planet Technologies                                                                      11 | P a g e
Product                   Integrated?       Leveraged Capabilities
Microsoft SharePoint      Yes               Collaboration, Excel Services, Electronic Forms, Dash-
                                            boarding, Alert and Notification
Project Server            Yes               Project Plan Development, Milestone Definition
Portfolio Server          Yes               Project Plan Integration, Resource and Dependency
                                            Management
Microsoft Office          Yes               E-mail, and Spreadsheet integration
                         Table 3: Resource and Performance Management Products

   v.      Manage User Feedback
Upon successfully delivering the technical solution to the customers, the program still has an
obligation to the customer and the program itself to collect user feedback. Feedback is critical
to ensure that the deliverable has met the requirements as they were defined by the customers
up front and to provide insight into potentially new requirements. In technology terms User
Acceptance Testing (UAT) can deliver an initial adjustment to the program pre-delivery but as
the real world of work is changed through the systems new and efficient functionality end users
will inevitably have modifications, additional functionalities and other comments that will prove
valuable in optimizing and improving the system. Furthermore changes in the legislative
mandates the system addresses may well also require accommodation.

User feedback is a key input into the requirements management function. Collecting the
feedback can be accomplished through various means, including, online surveys, formalized
meetings, etc. Once collected, an analysis of the feedback against the existing requirements,
scope, and functionality of the technical solution determine what action is necessary. For
example, in the event that the user indicates that the solution is slow, a review of the network
might be called for. In the event that the user feels that the solution is missing a piece of
functionality, a review of the requirements and scope may be called for.

Ultimately, the challenge is always the balance between the customers’ needs, the cost to meet
the needs (if in fact they are unmet), and the available resources. The program as a whole,
having just been moved into operations at this point, can be derailed due to negative feedback
from users.

For example, users may be reluctant to adopt the new solution. They may not have the skill set
to be able to leverage the technology without training. Having a good understanding of the
users and an understanding of how their original needs were met with the solution delivered,
empowers the program to mature its relationship with its customers. The following Microsoft
products provide functionality that naturally supports the collection, analysis and management
of user feedback.




Planet Technologies                                                                       12 | P a g e
Product                       Integrated?         Leveraged Capabilities
Microsoft SharePoint          Yes                 Collaboration, Excel Services, Electronic Forms, Dash-
                                                  boarding, Alert and Notification
Project Server                Yes                 Project Plan Development, Milestone Definition
Portfolio Server              Yes                 Project Plan Integration, Resource and Dependency
                                                  Management
Microsoft Office              Yes                 E-mail, and Spreadsheet integration
                                    Table 4: User Feedback Management Products



    VII. A Conceptual Solution Architecture
Within this whitepaper we have laid out the challenges and a real world proposed methodology
for unifying the four disparate processes through which acquisition and deployment of IT
solutions occurs within the Federal Government. What we will now add is a process/procedural
overlay that straddles and unifies the currently stove-piped process work streams and offers a
conceptual technical architecture that can enable management of the process and visibility into
the results.

  i.          Overlay Process
Immediate re-alignment and coordination of Program Management, Acquisition, Budget,
Governance and IT Management is not realistically going to happen magically overnight. The
only way to accomplish realistic short term and incremental long term gains is through a
process of procedural accommodation and loose system interconnection.

If we take the steps of the acquisition process as laid out in the table below we can align the
tools available and the method in which they are employed to demonstrate a coherent, quickly
deployable approach.

    Process Step                 Tools                                   Utilization Method
Identification of a        SharePoint InfoPath     Business Units submit requirements for functionality or
business need.              Form Services           support and suggested solutions to the IT organization utilizing
                                                    browser agnostic web based forms that are received into an e-
                                                    mail enabled SharePoint list that is managed and monitored
                                                    by the IT team and the IT Investment Review board.
Research into and          SharePoint Project      Information pertaining to proposed solutions is collected into
evaluation of               Collaboration Site      review sites in SharePoint where it is centrally discussed and
alternative technical      Project Server          assessed. Project plans detailing the typical estimated
solutions.                                          deployment timeline and support requirement for each
                                                    proposed solution are developed by vendors in a standardized
                                                    Microsoft Project Template and submitted as part of the
                                                    review process.
Selection of a             SharePoint              The IT review board (or other such assessment authority),
proposed solution.          Collaboration Site      reviews the proposed solutions and accompanying
                            and Surveys             documentation in advance of the decision making meeting or
                                                    meeting date, post questions and discussion points and review
                                                    the existing IT portfolio to check for any existing solutions


Planet Technologies                                                                                  13 | P a g e
Process Step                  Tools                                  Utilization Method
                                                   within the portfolio that could address the defined need. The
                                                   final decision to move forward with an investment can be
                                                   made in person, or using SharePoint approval workflows to
                                                   enable decisions to be made without the need to wait for an
                                                   arbitrary meeting date.
Application for            SharePoint InfoPath    Upon selection/approval the InfoPath form submitted as the
authority to procure        Form Services          initial request is advanced into the initial procurement process
(through IT selection      Project Server         with the data elements such as the name of the software, the
boards or through                                  milestones in the deployment timeline et cetera, being
the use of                                         provided in a simple form for review and utilization by the
discretionary                                      procuring authority. If acquisition is amenable and the
funding).                                          procurement system accepts data imports, the form data can
                                                   be posted directly into the system removing data entry
                                                   inconsistencies. Having an industry best-practice project plan
                                                   for the deployment of the solution including major milestones
                                                   and project phases calculated in business day increments
                                                   allows for much more effective firm fixed price and
                                                   performance based contract development.
Issuance of a              SharePoint             Draft solicitations and the process of reviewing and approving
solicitation.              Agency                 them before they are issued, and the receipt and analysis of
                            Procurement            bids can all be improved through the use of SharePoint
                            System                 Collaboration Sites.
Evaluation of bids         SharePoint             The sites can be used by those preparing and vetting the RFP
and source selection.       Collaboration Site     pre-release but can also be used as a centralized repository of
                                                   responses that the evaluation committee can review, discuss
                                                   and decide upon.
Project                    Project Server         Upon approval and selection of a bidders submission the
commencement /             Project Portfolio      project plan developed in the cost and level of effort modeling
deployment.                 Server                 can now move into the portfolio of ongoing projects and be
                           SharePoint             managed and monitored as such. Achievement of major
                            Collaboration, Dash-   milestones and project gateways can be monitored by an
                            boarding and           assigned program manager and, as it is stored as data
                            Analytics              centrally, can be reviewed at any time within the context of
                                                   the overall IT portfolio. Centralization of the management
                                                   process also enables the transition smoothly of program
                                                   management responsibility between individual program
                                                   managers to guard against “going native”. Furthermore the
                                                   management of IT Program Manager assignment cycling can
                                                   be managed as a timed workflow in SharePoint, thus
                                                   regulating the change-over activity.
Steady state               SharePoint Surveys     SharePoint surveys can allow the collection of feedback and
operations.                                        end user commentary on the new system either through the
                                                   use of surveys, the collection of e-mails requests and criticism
                                                   can be used to assist in the ongoing improvement of the
                                                   system in all elements.
Migrations/upgrades        Project Server and     Project Planning and the thorough collaboration with all
(potentially)               SharePoint             dependent system components
Ultimately
decommissioning and
retirement.




Planet Technologies                                                                                 14 | P a g e
ii.       Technical Architecture
The three principal technical components mentioned throughout this paper, namely Microsoft
SharePoint Server (2010), Microsoft Project, Microsoft Project and Portfolio Server and the
underpinnings (Active Directory, Exchange (or another e-mail platform) and Microsoft Office),
are already within the IT Portfolio by most Federal Agencies and in the spirit of the Federal
CTO’s 25 point plan leveraging what you already own, either on premise, or in a cloud
configuration to help solve the challenges of budget and transparency is a paramount. The
components listed require little (or no), integration effort as they are built on a common
development platform and as such handling and merging data between project plans, across a
portfolio of investments, managing resources and managing budgets can all occur in the tools
familiar to the end user community. In addition, the use of Microsoft SharePoint as an
underlying platform enables support of the IT Program Manager Development track by
providing a unifying centralized resource point for the training materials in video, text,
PowerPoint, PDF, and image format. Management of the training track and individualized views
of progress through a pre-determined set of curricula are all well proven functionalities of
SharePoint and as a result the single platform delivers high value through provision of multiple
functional benefits in a truly cross browser, end-point agnostic manner.


   VIII. Embracing the Challenge
As described above, the challenges faced by Federal agencies today are not new. They are
complex and multi-dimensional. Measuring performance, mitigating risk, and achieving
incremental successes are not only necessary for the technology programs themselves, but also
for the development of the program management function at each agency.

A foundational platform to support program management, regardless of the approach taken to
implement the function at an agency is critical. There are such tight dependencies between
requirements, scope, resources, and the customer that it is necessary to manage the
dependencies explicitly. Manually trying to manage requirements, scope, resources, and the
customer ultimately results in something slipping through the cracks. A solution is needed that
is designed to support program management and the dependencies between each function
that provides a foundation through which the functions of program management can be
matured collectively.

As our nation is faced with extremely tight fiscal constraints, it is our duty to embrace this
challenge to ensure that the money being spent on IT is being spent effectively, efficiently, and
is delivering results. The change will not happen overnight, but establishing a solid foundation
to drive maturation and integration will undoubtedly benefit the delivery of technology in the
federal government for years to come.



Planet Technologies                                                                   15 | P a g e
IX.     Conclusion
Addressing the challenges posed to all of us by Vivek’s 25 is going take a significant change in
how we work together as IT professionals, Acquisition Specialists, Budget and Compliance
Experts and Project management professionals. This challenge should not be used as an excuse
to buy even more, large standalone systems, pay a great deal for their integration and try to
reform and unify our processes, that approach is indicative of what got IT program
management in this mess to begin with. The tools to facilitate the change are already within the
IT portfolios of most US Federal Agencies, are familiar and often used by existing staff across
the different affected disciplines and can be enacted in a tightly, or loosely integrated fashion
depending on the individual cultural preferences of the agencies involved. The key to success is
simply the normalization of the data points to be monitored across the five
domains/organizations and due diligence in keeping that data up to date. As a follow-up to this
white paper, Planet Technologies will be releasing form templates, common sample data
elements and definitions, and project templates that Government Agencies can download and
tailor to assist in getting the process started.




Planet Technologies                                                                 16 | P a g e

Mais conteúdo relacionado

Mais procurados

Project Benefit Validation - Lean Six Sigma
Project Benefit  Validation - Lean Six SigmaProject Benefit  Validation - Lean Six Sigma
Project Benefit Validation - Lean Six SigmaWillowTree Advisors
 
Dean.david
Dean.davidDean.david
Dean.davidNASAPMC
 
Delivering Transformation by creating the right Internal Utilities
Delivering Transformation by creating the right Internal UtilitiesDelivering Transformation by creating the right Internal Utilities
Delivering Transformation by creating the right Internal UtilitiesInfosys BPM
 
01020 6 Ppde Webinar Slides
01020 6 Ppde Webinar Slides01020 6 Ppde Webinar Slides
01020 6 Ppde Webinar SlidesJohn Hall
 
Cid ressum integrating_management_accounting_systems_mergers_may10
Cid ressum integrating_management_accounting_systems_mergers_may10Cid ressum integrating_management_accounting_systems_mergers_may10
Cid ressum integrating_management_accounting_systems_mergers_may10chandureddi
 
How to manage organization re-design processes
How to manage organization re-design processesHow to manage organization re-design processes
How to manage organization re-design processesNicolay Worren
 
Is Your Supply Chain Talent Ready For Growth[1]
Is Your Supply Chain Talent Ready For Growth[1]Is Your Supply Chain Talent Ready For Growth[1]
Is Your Supply Chain Talent Ready For Growth[1]cjazh
 
Configuration Management Best Practices
Configuration Management Best PracticesConfiguration Management Best Practices
Configuration Management Best PracticesTechExcel
 
Drive Cost Optimization with Open iT Software Metering Tools
Drive Cost Optimization with Open iT Software Metering ToolsDrive Cost Optimization with Open iT Software Metering Tools
Drive Cost Optimization with Open iT Software Metering ToolsOpen iT Inc.
 
Optimize Financial Processes and Systems for Better Business Performance
Optimize Financial Processes and Systems  for Better Business PerformanceOptimize Financial Processes and Systems  for Better Business Performance
Optimize Financial Processes and Systems for Better Business PerformanceMatt Foster
 
Is Your Supply Chain Talent Ready for Growth?
Is Your Supply Chain Talent Ready for Growth? Is Your Supply Chain Talent Ready for Growth?
Is Your Supply Chain Talent Ready for Growth? Andy Green
 
Building capability through the creation of a methodology 1.0
Building capability through the creation of a methodology 1.0Building capability through the creation of a methodology 1.0
Building capability through the creation of a methodology 1.0Maven
 
[AgileCMMI] Practical Experience Report: Application of Project Management ar...
[AgileCMMI] Practical Experience Report: Application of Project Management ar...[AgileCMMI] Practical Experience Report: Application of Project Management ar...
[AgileCMMI] Practical Experience Report: Application of Project Management ar...davidobama
 
Project Management Discipline - Brown Bag CXB V03 Jun 2009 SAN
Project Management Discipline - Brown Bag CXB V03 Jun 2009 SANProject Management Discipline - Brown Bag CXB V03 Jun 2009 SAN
Project Management Discipline - Brown Bag CXB V03 Jun 2009 SANcj_barbosa
 

Mais procurados (20)

CMToolkitv5
CMToolkitv5CMToolkitv5
CMToolkitv5
 
Project Benefit Validation - Lean Six Sigma
Project Benefit  Validation - Lean Six SigmaProject Benefit  Validation - Lean Six Sigma
Project Benefit Validation - Lean Six Sigma
 
Dean.david
Dean.davidDean.david
Dean.david
 
Delivering Transformation by creating the right Internal Utilities
Delivering Transformation by creating the right Internal UtilitiesDelivering Transformation by creating the right Internal Utilities
Delivering Transformation by creating the right Internal Utilities
 
Biju 2008 Pmi Whitepaper
Biju 2008 Pmi WhitepaperBiju 2008 Pmi Whitepaper
Biju 2008 Pmi Whitepaper
 
01020 6 Ppde Webinar Slides
01020 6 Ppde Webinar Slides01020 6 Ppde Webinar Slides
01020 6 Ppde Webinar Slides
 
Cid ressum integrating_management_accounting_systems_mergers_may10
Cid ressum integrating_management_accounting_systems_mergers_may10Cid ressum integrating_management_accounting_systems_mergers_may10
Cid ressum integrating_management_accounting_systems_mergers_may10
 
How to manage organization re-design processes
How to manage organization re-design processesHow to manage organization re-design processes
How to manage organization re-design processes
 
Is Your Supply Chain Talent Ready For Growth[1]
Is Your Supply Chain Talent Ready For Growth[1]Is Your Supply Chain Talent Ready For Growth[1]
Is Your Supply Chain Talent Ready For Growth[1]
 
SPI Certification Evaluation Criteria
SPI Certification Evaluation CriteriaSPI Certification Evaluation Criteria
SPI Certification Evaluation Criteria
 
Lotti 2011
Lotti 2011Lotti 2011
Lotti 2011
 
Configuration Management Best Practices
Configuration Management Best PracticesConfiguration Management Best Practices
Configuration Management Best Practices
 
Drive Cost Optimization with Open iT Software Metering Tools
Drive Cost Optimization with Open iT Software Metering ToolsDrive Cost Optimization with Open iT Software Metering Tools
Drive Cost Optimization with Open iT Software Metering Tools
 
Optimize Financial Processes and Systems for Better Business Performance
Optimize Financial Processes and Systems  for Better Business PerformanceOptimize Financial Processes and Systems  for Better Business Performance
Optimize Financial Processes and Systems for Better Business Performance
 
Is Your Supply Chain Talent Ready for Growth?
Is Your Supply Chain Talent Ready for Growth? Is Your Supply Chain Talent Ready for Growth?
Is Your Supply Chain Talent Ready for Growth?
 
Building capability through the creation of a methodology 1.0
Building capability through the creation of a methodology 1.0Building capability through the creation of a methodology 1.0
Building capability through the creation of a methodology 1.0
 
[AgileCMMI] Practical Experience Report: Application of Project Management ar...
[AgileCMMI] Practical Experience Report: Application of Project Management ar...[AgileCMMI] Practical Experience Report: Application of Project Management ar...
[AgileCMMI] Practical Experience Report: Application of Project Management ar...
 
Benefits realisation: Getting beyond the smoke and mirros
Benefits realisation: Getting beyond the smoke and mirrosBenefits realisation: Getting beyond the smoke and mirros
Benefits realisation: Getting beyond the smoke and mirros
 
PMC4
PMC4PMC4
PMC4
 
Project Management Discipline - Brown Bag CXB V03 Jun 2009 SAN
Project Management Discipline - Brown Bag CXB V03 Jun 2009 SANProject Management Discipline - Brown Bag CXB V03 Jun 2009 SAN
Project Management Discipline - Brown Bag CXB V03 Jun 2009 SAN
 

Destaque

Building a SharePoint Solution Brick By Brick
Building a SharePoint Solution Brick By Brick Building a SharePoint Solution Brick By Brick
Building a SharePoint Solution Brick By Brick Planet Technologies
 
Lavoro di ale e andrea f
Lavoro di ale e andrea fLavoro di ale e andrea f
Lavoro di ale e andrea fIsa
 
Mind to Matter: A Way to Model How You Work in SharePoint #SPSTCDC
Mind to Matter: A Way to Model How You Work in SharePoint #SPSTCDCMind to Matter: A Way to Model How You Work in SharePoint #SPSTCDC
Mind to Matter: A Way to Model How You Work in SharePoint #SPSTCDCPlanet Technologies
 

Destaque (6)

Provincia
 Provincia Provincia
Provincia
 
Building a SharePoint Solution Brick By Brick
Building a SharePoint Solution Brick By Brick Building a SharePoint Solution Brick By Brick
Building a SharePoint Solution Brick By Brick
 
Miguel jimenez
Miguel jimenezMiguel jimenez
Miguel jimenez
 
WORKS
WORKSWORKS
WORKS
 
Lavoro di ale e andrea f
Lavoro di ale e andrea fLavoro di ale e andrea f
Lavoro di ale e andrea f
 
Mind to Matter: A Way to Model How You Work in SharePoint #SPSTCDC
Mind to Matter: A Way to Model How You Work in SharePoint #SPSTCDCMind to Matter: A Way to Model How You Work in SharePoint #SPSTCDC
Mind to Matter: A Way to Model How You Work in SharePoint #SPSTCDC
 

Semelhante a Meeting the Challenge of Vivek Kundra's 25 Point Plan

Efficacy of Project Management,
Efficacy of Project Management, Efficacy of Project Management,
Efficacy of Project Management, Assignment Studio
 
EFFICACY OF PROJECT MANAGEMENT
EFFICACY OF PROJECT MANAGEMENTEFFICACY OF PROJECT MANAGEMENT
EFFICACY OF PROJECT MANAGEMENTAssignment Studio
 
Planning for and assessing an itsm program
Planning for and assessing an itsm programPlanning for and assessing an itsm program
Planning for and assessing an itsm programTroy DuMoulin
 
Agile Project Management
Agile Project Management Agile Project Management
Agile Project Management Dharma Kshetri
 
Airport processes improvement
Airport processes improvementAirport processes improvement
Airport processes improvementJatinder Singh
 
The Road to IT Governance Excellence
The Road to IT Governance ExcellenceThe Road to IT Governance Excellence
The Road to IT Governance ExcellenceAPEX Global
 
Practical Strategies for Project Recovery Webinar Slides
Practical Strategies for Project Recovery Webinar SlidesPractical Strategies for Project Recovery Webinar Slides
Practical Strategies for Project Recovery Webinar SlidesPM Solutions
 
Pmp Exam Prep PDF-1
Pmp Exam Prep PDF-1Pmp Exam Prep PDF-1
Pmp Exam Prep PDF-1Amr Miqdadi
 
Project portfolio management
Project portfolio managementProject portfolio management
Project portfolio managementGlen Alleman
 
Enterprise Project Management and the US Armed Forces - EPC Group
Enterprise Project Management and the US Armed Forces - EPC GroupEnterprise Project Management and the US Armed Forces - EPC Group
Enterprise Project Management and the US Armed Forces - EPC GroupEPC Group
 
2.1 integration management
2.1 integration management2.1 integration management
2.1 integration managementIrefuser1
 
Get Ready for Solvency II with Oracle's Hyperion Profitability and Cost Manag...
Get Ready for Solvency II with Oracle's Hyperion Profitability and Cost Manag...Get Ready for Solvency II with Oracle's Hyperion Profitability and Cost Manag...
Get Ready for Solvency II with Oracle's Hyperion Profitability and Cost Manag...Alithya
 
Measurement-Process-Effectiveness_paper_updated210
Measurement-Process-Effectiveness_paper_updated210Measurement-Process-Effectiveness_paper_updated210
Measurement-Process-Effectiveness_paper_updated210pbaxter
 
Dec 2012 Evening Talk - Managing Complex Project
Dec 2012 Evening Talk - Managing Complex ProjectDec 2012 Evening Talk - Managing Complex Project
Dec 2012 Evening Talk - Managing Complex ProjectZulkefle Idris
 
Accelerating Grassroots Adoption of IT Quality Transformation
Accelerating Grassroots Adoption of IT Quality TransformationAccelerating Grassroots Adoption of IT Quality Transformation
Accelerating Grassroots Adoption of IT Quality TransformationCognizant
 
Building capability through maturity assessments 1.0
Building capability through maturity assessments 1.0Building capability through maturity assessments 1.0
Building capability through maturity assessments 1.0Maven
 
Crafting a CMMI V2 Compliant Process for Governance Practice Area: An Experie...
Crafting a CMMI V2 Compliant Process for Governance Practice Area: An Experie...Crafting a CMMI V2 Compliant Process for Governance Practice Area: An Experie...
Crafting a CMMI V2 Compliant Process for Governance Practice Area: An Experie...Dr. Mustafa Değerli
 
Engineering Project Management Framework white paper
Engineering Project Management Framework white paperEngineering Project Management Framework white paper
Engineering Project Management Framework white paperguestae4c6b
 
The Critical Importance of Task Management for General Contractors.pdf
The Critical Importance of Task Management for General Contractors.pdfThe Critical Importance of Task Management for General Contractors.pdf
The Critical Importance of Task Management for General Contractors.pdfiFieldsmart Technologies
 

Semelhante a Meeting the Challenge of Vivek Kundra's 25 Point Plan (20)

Efficacy of Project Management,
Efficacy of Project Management, Efficacy of Project Management,
Efficacy of Project Management,
 
EFFICACY OF PROJECT MANAGEMENT
EFFICACY OF PROJECT MANAGEMENTEFFICACY OF PROJECT MANAGEMENT
EFFICACY OF PROJECT MANAGEMENT
 
Planning for and assessing an itsm program
Planning for and assessing an itsm programPlanning for and assessing an itsm program
Planning for and assessing an itsm program
 
Agile Project Management
Agile Project Management Agile Project Management
Agile Project Management
 
Airport processes improvement
Airport processes improvementAirport processes improvement
Airport processes improvement
 
The Road to IT Governance Excellence
The Road to IT Governance ExcellenceThe Road to IT Governance Excellence
The Road to IT Governance Excellence
 
Practical Strategies for Project Recovery Webinar Slides
Practical Strategies for Project Recovery Webinar SlidesPractical Strategies for Project Recovery Webinar Slides
Practical Strategies for Project Recovery Webinar Slides
 
Pmp Exam Prep PDF-1
Pmp Exam Prep PDF-1Pmp Exam Prep PDF-1
Pmp Exam Prep PDF-1
 
ISO_6
ISO_6ISO_6
ISO_6
 
Project portfolio management
Project portfolio managementProject portfolio management
Project portfolio management
 
Enterprise Project Management and the US Armed Forces - EPC Group
Enterprise Project Management and the US Armed Forces - EPC GroupEnterprise Project Management and the US Armed Forces - EPC Group
Enterprise Project Management and the US Armed Forces - EPC Group
 
2.1 integration management
2.1 integration management2.1 integration management
2.1 integration management
 
Get Ready for Solvency II with Oracle's Hyperion Profitability and Cost Manag...
Get Ready for Solvency II with Oracle's Hyperion Profitability and Cost Manag...Get Ready for Solvency II with Oracle's Hyperion Profitability and Cost Manag...
Get Ready for Solvency II with Oracle's Hyperion Profitability and Cost Manag...
 
Measurement-Process-Effectiveness_paper_updated210
Measurement-Process-Effectiveness_paper_updated210Measurement-Process-Effectiveness_paper_updated210
Measurement-Process-Effectiveness_paper_updated210
 
Dec 2012 Evening Talk - Managing Complex Project
Dec 2012 Evening Talk - Managing Complex ProjectDec 2012 Evening Talk - Managing Complex Project
Dec 2012 Evening Talk - Managing Complex Project
 
Accelerating Grassroots Adoption of IT Quality Transformation
Accelerating Grassroots Adoption of IT Quality TransformationAccelerating Grassroots Adoption of IT Quality Transformation
Accelerating Grassroots Adoption of IT Quality Transformation
 
Building capability through maturity assessments 1.0
Building capability through maturity assessments 1.0Building capability through maturity assessments 1.0
Building capability through maturity assessments 1.0
 
Crafting a CMMI V2 Compliant Process for Governance Practice Area: An Experie...
Crafting a CMMI V2 Compliant Process for Governance Practice Area: An Experie...Crafting a CMMI V2 Compliant Process for Governance Practice Area: An Experie...
Crafting a CMMI V2 Compliant Process for Governance Practice Area: An Experie...
 
Engineering Project Management Framework white paper
Engineering Project Management Framework white paperEngineering Project Management Framework white paper
Engineering Project Management Framework white paper
 
The Critical Importance of Task Management for General Contractors.pdf
The Critical Importance of Task Management for General Contractors.pdfThe Critical Importance of Task Management for General Contractors.pdf
The Critical Importance of Task Management for General Contractors.pdf
 

Último

Breaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountBreaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountPuma Security, LLC
 
Advantages of Hiring UIUX Design Service Providers for Your Business
Advantages of Hiring UIUX Design Service Providers for Your BusinessAdvantages of Hiring UIUX Design Service Providers for Your Business
Advantages of Hiring UIUX Design Service Providers for Your BusinessPixlogix Infotech
 
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024The Digital Insurer
 
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptxHampshireHUG
 
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time AutomationFrom Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time AutomationSafe Software
 
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...
Workshop - Best of Both Worlds_ Combine  KG and Vector search for  enhanced R...Workshop - Best of Both Worlds_ Combine  KG and Vector search for  enhanced R...
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...Neo4j
 
[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdf[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdfhans926745
 
2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...Martijn de Jong
 
Exploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone ProcessorsExploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone Processorsdebabhi2
 
The 7 Things I Know About Cyber Security After 25 Years | April 2024
The 7 Things I Know About Cyber Security After 25 Years | April 2024The 7 Things I Know About Cyber Security After 25 Years | April 2024
The 7 Things I Know About Cyber Security After 25 Years | April 2024Rafal Los
 
Factors to Consider When Choosing Accounts Payable Services Providers.pptx
Factors to Consider When Choosing Accounts Payable Services Providers.pptxFactors to Consider When Choosing Accounts Payable Services Providers.pptx
Factors to Consider When Choosing Accounts Payable Services Providers.pptxKatpro Technologies
 
Finology Group – Insurtech Innovation Award 2024
Finology Group – Insurtech Innovation Award 2024Finology Group – Insurtech Innovation Award 2024
Finology Group – Insurtech Innovation Award 2024The Digital Insurer
 
Boost PC performance: How more available memory can improve productivity
Boost PC performance: How more available memory can improve productivityBoost PC performance: How more available memory can improve productivity
Boost PC performance: How more available memory can improve productivityPrincipled Technologies
 
EIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptx
EIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptxEIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptx
EIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptxEarley Information Science
 
08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking MenDelhi Call girls
 
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking MenDelhi Call girls
 
Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsJoaquim Jorge
 
IAC 2024 - IA Fast Track to Search Focused AI Solutions
IAC 2024 - IA Fast Track to Search Focused AI SolutionsIAC 2024 - IA Fast Track to Search Focused AI Solutions
IAC 2024 - IA Fast Track to Search Focused AI SolutionsEnterprise Knowledge
 
The Codex of Business Writing Software for Real-World Solutions 2.pptx
The Codex of Business Writing Software for Real-World Solutions 2.pptxThe Codex of Business Writing Software for Real-World Solutions 2.pptx
The Codex of Business Writing Software for Real-World Solutions 2.pptxMalak Abu Hammad
 
A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?Igalia
 

Último (20)

Breaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountBreaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path Mount
 
Advantages of Hiring UIUX Design Service Providers for Your Business
Advantages of Hiring UIUX Design Service Providers for Your BusinessAdvantages of Hiring UIUX Design Service Providers for Your Business
Advantages of Hiring UIUX Design Service Providers for Your Business
 
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
 
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
 
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time AutomationFrom Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
 
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...
Workshop - Best of Both Worlds_ Combine  KG and Vector search for  enhanced R...Workshop - Best of Both Worlds_ Combine  KG and Vector search for  enhanced R...
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...
 
[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdf[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdf
 
2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...
 
Exploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone ProcessorsExploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone Processors
 
The 7 Things I Know About Cyber Security After 25 Years | April 2024
The 7 Things I Know About Cyber Security After 25 Years | April 2024The 7 Things I Know About Cyber Security After 25 Years | April 2024
The 7 Things I Know About Cyber Security After 25 Years | April 2024
 
Factors to Consider When Choosing Accounts Payable Services Providers.pptx
Factors to Consider When Choosing Accounts Payable Services Providers.pptxFactors to Consider When Choosing Accounts Payable Services Providers.pptx
Factors to Consider When Choosing Accounts Payable Services Providers.pptx
 
Finology Group – Insurtech Innovation Award 2024
Finology Group – Insurtech Innovation Award 2024Finology Group – Insurtech Innovation Award 2024
Finology Group – Insurtech Innovation Award 2024
 
Boost PC performance: How more available memory can improve productivity
Boost PC performance: How more available memory can improve productivityBoost PC performance: How more available memory can improve productivity
Boost PC performance: How more available memory can improve productivity
 
EIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptx
EIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptxEIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptx
EIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptx
 
08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men
 
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
 
Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
 
IAC 2024 - IA Fast Track to Search Focused AI Solutions
IAC 2024 - IA Fast Track to Search Focused AI SolutionsIAC 2024 - IA Fast Track to Search Focused AI Solutions
IAC 2024 - IA Fast Track to Search Focused AI Solutions
 
The Codex of Business Writing Software for Real-World Solutions 2.pptx
The Codex of Business Writing Software for Real-World Solutions 2.pptxThe Codex of Business Writing Software for Real-World Solutions 2.pptx
The Codex of Business Writing Software for Real-World Solutions 2.pptx
 
A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?
 

Meeting the Challenge of Vivek Kundra's 25 Point Plan

  • 1. Meeting the Challenge of the 25 A considered approach to resolving the failings in the way the US Federal Government defines, selects, manages and monitors IT investments. Planet Technologies 1|Page
  • 2. Table of Contents I. Introduction ............................................................................................................................ 3 II. Defining the Problem Space ................................................................................................... 3 III. Enabling the Change ............................................................................................................... 4 IV. Consistent, Transparent, Results-based Program Management ............................................ 5 V. Checks and Balances ............................................................................................................... 5 VI. Meeting the Challenge ............................................................................................................ 7 i. Leveraging Enterprise Agreement Assets in Attacking the Challenge ................................. 7 ii. Manage Requirements......................................................................................................... 7 iii. Manage Scope .................................................................................................................. 9 iv. Manage Resources and Monitor Performance .............................................................. 11 v. Manage User Feedback...................................................................................................... 12 VII. A Conceptual Solution Architecture .................................................................................. 13 i. Overlay Process .................................................................................................................. 13 ii. Technical Architecture ....................................................................................................... 15 VIII. Embracing the Challenge ................................................................................................... 15 IX. Conclusion ............................................................................................................................. 16 Planet Technologies 2|Page
  • 3. I. Introduction In a recent memo1 from the Federal CIO, Vivek Kundra, Section A focuses on the need to look first to services offered on infrastructures not owned and operated by the Federal Government, collectively termed the Cloud. Sections B, C and D deal largely with the failings in the IT planning and management processes within US Federal Agencies that have enabled large scale IT investments to drag on, languish, and ultimately fail at significant cost to the taxpayer. Vivek leads a call to action. The following paper lays out approaches to meeting the challenges as highlighted in Sections B,C and D and features tools you may already own to assist with maturing IT planning and management processes, and leverages the real world experience of capital planners, enterprise architects, project managers and business managers. II. Defining the Problem Space The problem at the highest level is that the critical processes that enable successful IT project delivery have traditionally been disjointed. Business Management, Program Management, Acquisition, Budget, and Governance processes all require tight integration to streamline the technology cycle, not to mention the IT delivery function itself. Seamlessly integrated processes result in a technology cycle that is more agile, delivers IT solutions faster and with a higher degree of quality and success. However, in order for these processes to be tightly integrated it requires each of the processes to mature collectively, not independently. Traditionally, each process is operated by an organizational unit that matures its own process with little consideration to the impact on, and/or maturation of, other dependent processes. Federated organizations, timing, various appropriation sources, limited authority, data verification, accountability, and independent support systems are all presented with their own challenges and when combined make it that much more challenging for Federal agencies to mature and integrate the critical processes. The problem space is complex and requires incremental, measured improvement to ensure processes are integrated and matured collectively. Defining an approach and developing a system that impacts any single one of these work streams will not deliver the necessary improvements nor will it enable the mandated visibility. The solution needs to be able to be integrated into the work processes and systems of multiple, historically stove-piped domains, whilst enabling centralized storage and analytics to inform oversight activities. 1 http://www.cio.gov/documents/25-Point-Implementation-Plan-to-Reform-Federal%20IT.pdf Planet Technologies 3|Page
  • 4. III. Enabling the Change The changes required to mature the processes inherent in Business Management, Program Management, Acquisition, Budget, Governance, and IT Management collectively and integrate the processes seamlessly can only be enabled through the consistent application of rationalized / normalized resources (technology and people), applied consistently throughout the entirety of the technology lifecycle. The technology lifecycle, at a fundamental level encompasses  Identification of a business need.  Research into and evaluation of alternative technical solutions.  Selection of a proposed solution.  Application for authority to procure (through IT selection boards or through the use of discretionary funding).  Issuance of a solicitation.  Evaluation of bids and source selection.  Project commencement / deployment.  Steady state operations.  Migrations/upgrades (potentially)  Ultimately decommissioning and retirement. Management of a solution from pre-selection through, at minimum, full production deployment into a steady operating state can only be achieved through cross process monitoring and measurement. Achieving this application of the management resources consistently requires a combination of a top-down and bottom-up approach. The top-down approach requires organization unit /agency buy-in, cooperation, and the evaluation of the performance of senior leaders based on their ability to drive this maturation. The bottom-up approach requires an analysis of support systems, alignment of procedures and timing, and rationalization and verification of the data to be shared between processes. Federal agencies have options when it comes to enabling the changes required to achieve a more effective and efficient technology cycle. The common resources and skills required to transform and execute can either come from internal sources, internal sources with support of external vendors, or from external vendors managed by internal sources. To determine the option that is most effective for an organization requires an unbiased assessment of the resources available to the agency. This organizational assessment is the first step to enable the change. Planet Technologies 4|Page
  • 5. IV. Consistent, Transparent, Results-based Program Management Program Management is the common thread throughout the technology lifecycle, from managing requirements on the front end, managing scope and resources throughout development, monitoring performance throughout, and managing user feedback once operational. Each of these activities are not stand alone, nor do they take place at one singular point in time, but rather each of these works hand in hand and are constantly impacting one another. Program Management Manage Requirements Manage Scope Manage Resources and Monitor Performance Manage User Feedback Architect Invest Implement Operate Improvement Lifecycle Performance Select Preselect Select Implement Operate Decommission Segment to Authorization Authorization Authorization Authorization Authorization Architect Figure 1: Program Management Functions and the Performance Improvement Lifecycle The alignment of Acquisition, Budget, and Governance processes with Program Management creates additional complexities but that can be simplified through clear definition of the hand offs and timing required. Through the use of technologies that most agencies already own, forms and workflows can be established to facilitate the hand offs and data exchanges, notifications, alerts, and warnings can be established to ensure the required timing is being adhered to, and performance can be measured to further refine the integration. As Federal agencies undertake the organizational assessment described in Section B of the 25 Point Plan, it is imperative that the maturity of the Program Management, Acquisition, Budget, and Governance resources be considered as a whole. Incrementally defining and implementing requirements to integrate each of the processes will produce results quickly in the near term and consistently over the long term. V. Checks and Balances Technology programs within the Federal Government often go off track when the appropriate controls are not in place to ensure consistent and un-biased measurement of program and resource performance. Through the establishment of a common assessment system designed to facilitate the Program Management function, it is possible to begin to establish authoritative Planet Technologies 5|Page
  • 6. data points/sources with clear traceability to programmatic delivery. In addition, it provides the basis through which individual and group resource performance can also be measured. The key to truly benefitting from a systematic, data driven approach can only be achieved when we anticipate that any system of performance measurement will, inherently, be susceptible to ‘gaming’ or manipulation in either inadvertent subtle, or obvious and egregious ways. The system of measurement and transparency must be designed with checks and balances to accommodate check for and correct these inconsistencies. As an example let us examine a common scenario. If an agency decides to develop or directly hire program management resources, there is inherent risk of program managers “going native” if they are left to manage their program for extended periods of time. The term “Going Native”, originating in diplomatic circles, describes a scenario in which a neutral observer begins to have sentiments of sympathy and alignment to the cause of those being monitored. It is the reason Diplomatic appointments are changed on a regular basis. In a program management scenario in which the program manager is inherently responsible for successful oversight of a program or project to its conclusion, the temptation to report to management that the program is on-schedule, or to be optimistic about schedule slippage being recovered by crashing the schedule is extremely high. As a result, it is frequently not until a program is irretrievably behind that management or executive oversight learns the truth. To mitigate the “going native” risk, it is necessary to have the program managers manage different programs on fixed timetable, moving them with a pre-determined frequency. Doing so mitigates one risk, but also presents additional challenges, in that it requires each program and each program manager to adhere to a common set of standards and enforceable controls so that each program manager can be swapped out seamlessly. Conversely, if the government agency decides to outsource their program management resources, it requires that the agency be willing to establish the necessary internal structures and controls. The contract vehicles themselves need to have due diligence applied to ensure the service levels built into the contracts provide indicators that: 1. The contractors are adhering to agency standards. 2. The contractors are delivering services in accordance with planned cost and schedule. 3. The contractors themselves are not being adversely influenced working so close with the projects themselves. Ultimately, Program Managers need to be responsible for helping guide the program towards a successful outcome. Equally as important, they must be aware of and fully understand the escalating program issues that could ultimately result in programmatic failure. Planet Technologies 6|Page
  • 7. VI. Meeting the Challenge Figure 1 on page five, identifies the key work streams within program management and their alignment with an ongoing performance management lifecycle. Analysis of precisely defined data points such as milestones in delivery, deadlines, budgetary cycles and fiscal indicators, (including burn rate) from the project level, understood in the context of an IT program, enables critical oversight at a project level while also providing the visibility necessary for managing dependencies and true overarching programmatic performance. Alignment of the two work streams and the practical unification of their actions through consistent and normalized data driven project and portfolio analysis is the central tenant that must be followed if we are to effectively manage the delivery of a continuous improvement of the services provided by IT. The establishment of a technical solution to centralize the collection of the data to support the analysis will provide the keystone that supports these program management functions. Clear visibility into their interactions provides a foundation through which program management as a whole can begin to mature collectively. This foundation is imperative to provide the long-term stability on which processes and procedures can be developed and refined over time. Furthermore, the interdependencies between each of the program management functions (Requirements, Scope, Resources and Performance, and Feedback) demand a consistent but flexible central collection node that can begin with simple milestones and as the IT program management methodologies discussed within the CTO’s plan are defined by OMB the system can be incrementally improved and augmented to ensure constancy with the requirements of both legislative mandate and common best-practice. i. Leveraging Enterprise Agreement Assets in Attacking the Challenge Most Federal Agencies have a significant investment in Microsoft technologies acquired through an Enterprise Agreement. Enterprise Agreements contain a large number of products, many of which tightly integrate together delivering rich functionality across platforms that can be utilized either through a web browser or through the Microsoft Office Suite of Products including Outlook through E-Mail. The interface is familiar to end users and management of the platform is something with which technical resources have demonstrated expertise. Within the sections that follow, a table at the end of each section will highlight the product / product combinations that most Federal Agencies own and how they can facilitate the process or project, program and performance management integration. ii. Manage Requirements Although the management of all IT system projects demands requirements management as the most fundamental of all functions for the successful delivery of a new or augmented service, it is often the most overlooked. As a result of internal politics, policy or interpretation of the FAR, Planet Technologies 7|Page
  • 8. Federal agencies are often faced with the challenge of defining needs whilst having to remain at arm’s length from the very people from which they need to collect the requirements. This fundamental challenge often results in the development of requirements that are fragmented or incomplete, or a set of requirements without the context of the customer or business need. This can be exacerbated by the requirement to fit a system purchase within a pre-determined budgetary cycle. Commencing your processes based on identified business need in April for example, will mean you have a very short period of time into which you can squeeze all of the steps that due diligence requires, forcing the rushed interpretation or total disregard for actual business and end user requirements. The result has been systems that at best are delivered in a timely manner but suffer poor adoption and end user satisfaction rates, ultimately being replaced or growing so considerably in scope that the time and money spent fixing the system to what it should have been in the first place eclipses the original build cost. The management of requirements begins during the ‘Architect’ stage of the performance improvement lifecycle and prior to the start of the System Development Lifecycle, but is an ongoing (oft overlooked) function with dependencies between the other functions of the program. The management of requirements is comprised of the following activities: 1. Collect and Define – Collaborate with the customer(s) to identify and explicitly define the technical requirements of the technical solution. Requirements should be fully defined for the establishment of the program / technical solution scope. As the program evolves and the technical solution is deployed to the customer(s), the ongoing collection and definition of requirements needs to occur. 2. Analyze – Review the customer(s) requirements to identify similarities, redundancies, or gaps between them. As new requirements are identified during either the development of the technical solution or post-deployment, those requirements need to be analyzed against existing documented requirements or already fulfilled requirements. 3. Update – Based on the results of the analysis, prioritization, or additional program management functions, requirements may need to be consolidated, eliminated, or enhanced. 4. Prioritize – During the ‘Architect’ stage of the performance improvement lifecycle, requirements are prioritized to determine those that will be developed and implemented in the technical solution for the customers. This prioritization can be formalized in a manner that takes into account customer value, risk, or other factors. After the requirements are prioritized, the set of requirements now forms the basis of the scope. At this point the management of the requirements does not end, but rather it continues throughout the lifecycle of the technical solution. For instance, as the solution is being Planet Technologies 8|Page
  • 9. developed, the scope may shift or change. A change in scope could require that a particular requirement not be met in the first iteration of the solution. The gathering of requirements and proposal of solutions to defined business problems should be driven by what we term a solution map. A solution map develops the real cost analysis for the delivery of a given solution including all cost elements comprising hardware, software, maintenance fees, services (consulting and technical) and ongoing costs. Inclusion of all of the actual cost elements and visibility thereof in the authorization process of any proposed IT project is vital if an informed, duly diligent judgment is to be made as to the most advantageous manner in which to solve the business need or problem at hand. Whilst acknowledgement of the internal expertise on hand to maintain and operate a proposed system should be weighed in the process, personal preferences for a particular technical platform, vendor or solution provider should not weigh into the decision making process. Specific to the development of a solution map the following products provide functionality that naturally supports the collection of the data to inform accurate pricing and for the development of project timelines and milestones. Product Integrated? Leveraged Capabilities Microsoft SharePoint Yes Collaboration, Excel Services, Electronic Forms, Dash- boarding, Alert and Notification Project Server Yes Project Plan Development, Milestone Definition Portfolio Server Yes Project Plan Integration, Resource and Dependency Management Microsoft Office Yes E-mail, and Spreadsheet integration Table 1: Requirements Management Products A description of the use-case for the components listed above appears with a conceptual architecture at the conclusion of this paper. iii. Manage Scope Scope Management is critical for programs. The program itself may be ever evolving, making it that much more critical that the scope is managed on an ongoing basis in order to contain costs, schedule, and ensure that the planned deliverables are realized. Scope creep (program or product) is one of the primary reasons for federal IT projects languishing without delivering results. To effectively contain scope, it is essential that requirements are detailed, customer needs are managed, milestones and delivery dates are set and the developers have a clear understanding of how the requirements are to be fulfilled by the technical solution. Scope is initially developed during the ‘Invest’ stage of the Performance Improvement Lifecycle, but is managed throughout the System Development Lifecycle and is impacted based on any of the other program management functions. The agreed upon scope ultimately results in the Planet Technologies 9|Page
  • 10. identified cost and schedule elements detailed in the project plan. Scope management, like requirements management has similar activities that are performed and should be thoroughly documented and managed before any solution is selected and proposed to the IT control organization. Buying software is not the full cost of the solution, the hardware platform required and the time and technical expertise that will be required from at-cost external support must also be considered before a valid evaluation and selection can realistically deliver a best value solution. It is understood that during the development of the technical solution unforeseen circumstances may arise that will necessitate modification decisions regarding scope to be made. For example, if it is discovered that performance is not adequate (and is a primary (highest priority) requirement of the overall solution), some of the development costs may need to be re-allocated to upgrade physical hardware or underlying network infrastructure. In this and many other similar cases, the scope or the program and product need to be actively managed and adjusted accordingly with any resultant shifts in delivery timeframe or budget being clearly understood, communicated and recorded. Scope is what defines the cost and schedule that are required. To this end, it is imperative that it is managed accordingly and communicated actively to ensure that any projects or programs with dependencies upon the new systems can, in turn, understand any ramifications. A consideration here must be what the consequences will be regarding decisions of how and where to invest within the other components of the IT portfolio if disruptive scope changes occur. For example, consider the impact if an organization develops requirements, has the alternatives analyzed, makes a selection, has a budget submitted and approved, and makes an award for an organization to outsource their messaging platform in order to realize tangible cost savings on owning and running physical infrastructure. If that award is protested by a disgruntled vendor, essentially stopping anticipated savings from being realized, the entire IT budget and portfolio of services will be seriously impacted and must be re-evaluated in light of the fact that the cost of running the existing infrastructure will not go away as planned but, will instead, be ongoing whilst the legal battle ensues. This change in reality must be updated and reflected in the program level budgets and may well result in other previously approved IT projects being moth- balled or outright cancelled, but regardless of how difficult this impact is, it must be visible and must be managed. The following Microsoft products provide functionality that naturally supports the management of scope to ensure that the program / project are poised to successfully deliver an agreed upon set of business requirements. Planet Technologies 10 | P a g e
  • 11. Product Integrated? Leveraged Capabilities Microsoft SharePoint Yes Collaboration, Excel Services, Electronic Forms, Dash- boarding, Alert and Notification Project Server Yes Project Plan Development, Milestone Definition Portfolio Server Yes Project Plan Integration, Resource and Dependency Management Microsoft Office Yes E-mail, and Spreadsheet integration Table 2: Scope Management Products iv. Manage Resources and Monitor Performance As the technical solution is developed and implemented within the ‘Implement’ stage of the Performance Improvement Lifecycle, resources and their performance need to be managed and monitored to ensure they are delivering in line with the project delivery plan and milestones that were laid out in the IT solution evaluation and selection stage. This methodology allows significantly better assessment of actual delivery against a performance based contract. It is understood that financial, equipment, human capital and other resources related to the development and delivery of the solution can all be negatively impacted in a moment’s notice for any number of reasons. What is important is that the resulting effect on the program are thoroughly understood and accurately conveyed in a timely manner so that decisions on program/project continuance, accommodation of change or derailing it altogether can be made long before a program/project falls into a state in which it languishes and drags on without a realistic chance of recovery or success Understanding the implications an issue with resources or their performance may have on both scope and requirements is imperative. It enables the program to adjust accordingly to ensure the program is able to press forward in the face of adversity and that deliverable(s) continue to be produced effectively and efficiently. The project plan itself is a fundamental starting point for managing cost, schedule, and human capital; however, a complete solution offers visibility into other aspects of the program as well, such as additional project resources, the performance of all resources, and the dependencies with other programs, projects and management functions. A solution that enables the program manager visibility into all of the resources, their respective performance, and the scope and requirements they each are related to, provides a holistic view into the program. This view can assist with course correcting in much shorter time frames, thus alleviating compounding risks to the program. The following Microsoft products provide functionality that naturally supports the management and monitoring of cost, schedule, resources, performance, and their dependencies. Planet Technologies 11 | P a g e
  • 12. Product Integrated? Leveraged Capabilities Microsoft SharePoint Yes Collaboration, Excel Services, Electronic Forms, Dash- boarding, Alert and Notification Project Server Yes Project Plan Development, Milestone Definition Portfolio Server Yes Project Plan Integration, Resource and Dependency Management Microsoft Office Yes E-mail, and Spreadsheet integration Table 3: Resource and Performance Management Products v. Manage User Feedback Upon successfully delivering the technical solution to the customers, the program still has an obligation to the customer and the program itself to collect user feedback. Feedback is critical to ensure that the deliverable has met the requirements as they were defined by the customers up front and to provide insight into potentially new requirements. In technology terms User Acceptance Testing (UAT) can deliver an initial adjustment to the program pre-delivery but as the real world of work is changed through the systems new and efficient functionality end users will inevitably have modifications, additional functionalities and other comments that will prove valuable in optimizing and improving the system. Furthermore changes in the legislative mandates the system addresses may well also require accommodation. User feedback is a key input into the requirements management function. Collecting the feedback can be accomplished through various means, including, online surveys, formalized meetings, etc. Once collected, an analysis of the feedback against the existing requirements, scope, and functionality of the technical solution determine what action is necessary. For example, in the event that the user indicates that the solution is slow, a review of the network might be called for. In the event that the user feels that the solution is missing a piece of functionality, a review of the requirements and scope may be called for. Ultimately, the challenge is always the balance between the customers’ needs, the cost to meet the needs (if in fact they are unmet), and the available resources. The program as a whole, having just been moved into operations at this point, can be derailed due to negative feedback from users. For example, users may be reluctant to adopt the new solution. They may not have the skill set to be able to leverage the technology without training. Having a good understanding of the users and an understanding of how their original needs were met with the solution delivered, empowers the program to mature its relationship with its customers. The following Microsoft products provide functionality that naturally supports the collection, analysis and management of user feedback. Planet Technologies 12 | P a g e
  • 13. Product Integrated? Leveraged Capabilities Microsoft SharePoint Yes Collaboration, Excel Services, Electronic Forms, Dash- boarding, Alert and Notification Project Server Yes Project Plan Development, Milestone Definition Portfolio Server Yes Project Plan Integration, Resource and Dependency Management Microsoft Office Yes E-mail, and Spreadsheet integration Table 4: User Feedback Management Products VII. A Conceptual Solution Architecture Within this whitepaper we have laid out the challenges and a real world proposed methodology for unifying the four disparate processes through which acquisition and deployment of IT solutions occurs within the Federal Government. What we will now add is a process/procedural overlay that straddles and unifies the currently stove-piped process work streams and offers a conceptual technical architecture that can enable management of the process and visibility into the results. i. Overlay Process Immediate re-alignment and coordination of Program Management, Acquisition, Budget, Governance and IT Management is not realistically going to happen magically overnight. The only way to accomplish realistic short term and incremental long term gains is through a process of procedural accommodation and loose system interconnection. If we take the steps of the acquisition process as laid out in the table below we can align the tools available and the method in which they are employed to demonstrate a coherent, quickly deployable approach. Process Step Tools Utilization Method Identification of a  SharePoint InfoPath Business Units submit requirements for functionality or business need. Form Services support and suggested solutions to the IT organization utilizing browser agnostic web based forms that are received into an e- mail enabled SharePoint list that is managed and monitored by the IT team and the IT Investment Review board. Research into and  SharePoint Project Information pertaining to proposed solutions is collected into evaluation of Collaboration Site review sites in SharePoint where it is centrally discussed and alternative technical  Project Server assessed. Project plans detailing the typical estimated solutions. deployment timeline and support requirement for each proposed solution are developed by vendors in a standardized Microsoft Project Template and submitted as part of the review process. Selection of a  SharePoint The IT review board (or other such assessment authority), proposed solution. Collaboration Site reviews the proposed solutions and accompanying and Surveys documentation in advance of the decision making meeting or meeting date, post questions and discussion points and review the existing IT portfolio to check for any existing solutions Planet Technologies 13 | P a g e
  • 14. Process Step Tools Utilization Method within the portfolio that could address the defined need. The final decision to move forward with an investment can be made in person, or using SharePoint approval workflows to enable decisions to be made without the need to wait for an arbitrary meeting date. Application for  SharePoint InfoPath Upon selection/approval the InfoPath form submitted as the authority to procure Form Services initial request is advanced into the initial procurement process (through IT selection  Project Server with the data elements such as the name of the software, the boards or through milestones in the deployment timeline et cetera, being the use of provided in a simple form for review and utilization by the discretionary procuring authority. If acquisition is amenable and the funding). procurement system accepts data imports, the form data can be posted directly into the system removing data entry inconsistencies. Having an industry best-practice project plan for the deployment of the solution including major milestones and project phases calculated in business day increments allows for much more effective firm fixed price and performance based contract development. Issuance of a  SharePoint Draft solicitations and the process of reviewing and approving solicitation.  Agency them before they are issued, and the receipt and analysis of Procurement bids can all be improved through the use of SharePoint System Collaboration Sites. Evaluation of bids  SharePoint The sites can be used by those preparing and vetting the RFP and source selection. Collaboration Site pre-release but can also be used as a centralized repository of responses that the evaluation committee can review, discuss and decide upon. Project  Project Server Upon approval and selection of a bidders submission the commencement /  Project Portfolio project plan developed in the cost and level of effort modeling deployment. Server can now move into the portfolio of ongoing projects and be  SharePoint managed and monitored as such. Achievement of major Collaboration, Dash- milestones and project gateways can be monitored by an boarding and assigned program manager and, as it is stored as data Analytics centrally, can be reviewed at any time within the context of the overall IT portfolio. Centralization of the management process also enables the transition smoothly of program management responsibility between individual program managers to guard against “going native”. Furthermore the management of IT Program Manager assignment cycling can be managed as a timed workflow in SharePoint, thus regulating the change-over activity. Steady state  SharePoint Surveys SharePoint surveys can allow the collection of feedback and operations. end user commentary on the new system either through the use of surveys, the collection of e-mails requests and criticism can be used to assist in the ongoing improvement of the system in all elements. Migrations/upgrades  Project Server and Project Planning and the thorough collaboration with all (potentially) SharePoint dependent system components Ultimately decommissioning and retirement. Planet Technologies 14 | P a g e
  • 15. ii. Technical Architecture The three principal technical components mentioned throughout this paper, namely Microsoft SharePoint Server (2010), Microsoft Project, Microsoft Project and Portfolio Server and the underpinnings (Active Directory, Exchange (or another e-mail platform) and Microsoft Office), are already within the IT Portfolio by most Federal Agencies and in the spirit of the Federal CTO’s 25 point plan leveraging what you already own, either on premise, or in a cloud configuration to help solve the challenges of budget and transparency is a paramount. The components listed require little (or no), integration effort as they are built on a common development platform and as such handling and merging data between project plans, across a portfolio of investments, managing resources and managing budgets can all occur in the tools familiar to the end user community. In addition, the use of Microsoft SharePoint as an underlying platform enables support of the IT Program Manager Development track by providing a unifying centralized resource point for the training materials in video, text, PowerPoint, PDF, and image format. Management of the training track and individualized views of progress through a pre-determined set of curricula are all well proven functionalities of SharePoint and as a result the single platform delivers high value through provision of multiple functional benefits in a truly cross browser, end-point agnostic manner. VIII. Embracing the Challenge As described above, the challenges faced by Federal agencies today are not new. They are complex and multi-dimensional. Measuring performance, mitigating risk, and achieving incremental successes are not only necessary for the technology programs themselves, but also for the development of the program management function at each agency. A foundational platform to support program management, regardless of the approach taken to implement the function at an agency is critical. There are such tight dependencies between requirements, scope, resources, and the customer that it is necessary to manage the dependencies explicitly. Manually trying to manage requirements, scope, resources, and the customer ultimately results in something slipping through the cracks. A solution is needed that is designed to support program management and the dependencies between each function that provides a foundation through which the functions of program management can be matured collectively. As our nation is faced with extremely tight fiscal constraints, it is our duty to embrace this challenge to ensure that the money being spent on IT is being spent effectively, efficiently, and is delivering results. The change will not happen overnight, but establishing a solid foundation to drive maturation and integration will undoubtedly benefit the delivery of technology in the federal government for years to come. Planet Technologies 15 | P a g e
  • 16. IX. Conclusion Addressing the challenges posed to all of us by Vivek’s 25 is going take a significant change in how we work together as IT professionals, Acquisition Specialists, Budget and Compliance Experts and Project management professionals. This challenge should not be used as an excuse to buy even more, large standalone systems, pay a great deal for their integration and try to reform and unify our processes, that approach is indicative of what got IT program management in this mess to begin with. The tools to facilitate the change are already within the IT portfolios of most US Federal Agencies, are familiar and often used by existing staff across the different affected disciplines and can be enacted in a tightly, or loosely integrated fashion depending on the individual cultural preferences of the agencies involved. The key to success is simply the normalization of the data points to be monitored across the five domains/organizations and due diligence in keeping that data up to date. As a follow-up to this white paper, Planet Technologies will be releasing form templates, common sample data elements and definitions, and project templates that Government Agencies can download and tailor to assist in getting the process started. Planet Technologies 16 | P a g e