Planisware cm jak_06a

Company

LOGO

Maturing Your PlaniswareChange Management

Processes

9th Planisware Life-Sciences User Conference

Boston, Massachusetts, USA

John Andrew Kossey26-27 May 2010

[email protected]

2

Agenda

2. Planisware change management and business (P-CM)

6. Summary: takeaways

4. Key contrasts

5. P-CM maturity levels

3. Business-user proficiency levels

1. Change management: Planisware and IT (IT-CM)

3

Agenda


4Planisware Change Management: Basis

“We are using Planisware.”

5

What is Planisware?

Software application within IT

6

Planisware from the eyes of IT

What hardware, OS to deploy?What hardware, OS to deploy?

Shall we assign a virtual server?Shall we assign a virtual server?

How much Oracle tablespace?How much Oracle tablespace?

Who writes Helpdesk scripts, trains techs?Who writes Helpdesk scripts, trains techs?

What belongs in the SLA?What belongs in the SLA?

7

Planisware: As Software

Planisware software release (kernel, DLLs, executables)

Planisware software updates

IT

Physical servers, network, OS

8

ITIL Workflow

Manpower Information

Workstation Information

Software Information

Reports

Technician

Incident Management

Problem Management

ChangeManagement

Change Manager CAB MemberHelpdesk

Change Worker

Change Management Database

9

ITIL v2 Processes

Service Level Service Level ManagementManagement

Availability Availability Management Management

IT Svc Continuity IT Svc Continuity ManagementManagement

Capacity Capacity ManagementManagement

Financial Financial ManagementManagement

Internal IT Business – Facing IT

Change ManagementChange Management

Incident ManagementIncident Management

Configuration Configuration ManagementManagement

Problem ManagementProblem Management

Release ManagementRelease Management

Serv

ice S

up

port S

erv

ice D

eliv

ery

Service DeskService Desk

10

ITIL v3 Process Groups

Service Strategy

Service Design

Service Operation

Service Transition

Continual Service Improvement

11

ITIL v3 Functions and Processes

Service Design Service OperationService

Transition

Service Catalog Management Event ManagementTransition Planning and

Support

Service Level Management Incident Management Change Management

Capacity Management Request Fulfillment Service Asset & Configuration

Management

Availability Management Problem ManagementRelease Deployment

Management

IT Service Continuity Management

Access Management Service Validation and

Testing

Information Security Management

Operational Activities in other Lifecycle Phases

Evaluation

Supplier Management Service Desk Knowledge Management

Requirements Engineering Technical Management

Data & Information Management

IT Operations Management (Control & Facilities)

Applications Management

12

Business is Outside Organization

IT-Organization

ICT Infrastructure Management

IT Service Management

Customer

(Business side)

Enterprise

Application Management

13Change Management in IT Perspective

Workers

Control

Sourcing

Planisware as software

Processes

ROI rationale

Trigger

Process compliance; stability; uptime

Universal; mandated

Strict roles;Frequent handoffs

Customer ticket

Authorize every change

Remote;possibly international

14

Agenda



15

Corporate Context for Planisware

“We are also using

Planisware.”

16

Corporate Context for Planisware

Project Managers

Business Integrators

Functional Areas

Resource Managers

Franchises

Stakeholders

17

What Business Needs from Planisware

Coherent project, resourcing, cost modelCoherent project, resourcing, cost model

Adaptable rate escalations, cost curvesAdaptable rate escalations, cost curves

Progress, probability of successProgress, probability of success

Consolidated capacity, demand reportingConsolidated capacity, demand reporting

Country-level, global-level protocol planningCountry-level, global-level protocol planning

18

What is Planisware?


Enterprise solution that

facilitates business change

without requiring software change

19

Planisware: Software and Data

Planisware software release (kernel, DLLs, executables)

Planisware software updates

Project dataCommon files (metadata)

Business model, parameters Business rules, definitions, reports

IT

Bu

sin

ess

Physical servers, network, OS

20

Planisware Environment Objects

Business Business model

Data structure

Definition

Business rule

Lookup

Process

Report

File

TechnicalLocal configuration

WBS, RBS, OBS, ect.

Additional attributes, cost field

Named formula, Parameter

Attribute type

Workflow, macro

Style, chart, Dashboard , input screen

Dataset

21

Agenda




22

User Proficiency Levels for Planisware

5

4

3

2

1 New user

23


Navigates efficiently Comprehends linked Gantt

chart Use styles and create basic

filters

5

4

3

2

1 New user

24


2 Business user

1 New user

25


creates studies revises project data modifies and creates

styles, business rules may construct

forecasting algorithms

2 Business user

1 New user

26


3 Power user

2 Business user

1 New user

27


uses application to answer new questions

responds readily to other users’ questions

applies PMI best practices

3 Power user

2 Business user

1 New user

28


4 Super user

3 Power user

2 Business user

1 New user

29


coordinates and revises breakdown structures

manages user groups and access rights

resolves data distress optimizes business rules and

reports

4 Super user

3 Power user

2 Business user

1 New user

30


5 Consulting user

4 Super user

3 Power user

2 Business user

1 New user

31


renews business model for evolving needs

mentors business and IT staff

5 Consulting user

4 Super user

3 Power user

2 Business user

1 New user

32

Change Management in Perspective

Planisware as software Planisware as data solution

Increase R&D pipelineproductivity

Focused; tailored

Proficiency-basedfor achieving results

Proactive, interactivedata quality improvement

Empowered to make prudent decisions

Embedded in business

Process compliance; stability; uptime

Universal; mandated

Strict roles;Frequent handoffs

Customer ticket

Authorize every change

Remote;possibly international

Workers

Control

Sourcing

Processes

ROI rationale

Trigger

33

Agenda


4. Key contrasts



34Planisware OPX2 and IT Model: Core Mission

Planisware and IT

IT Model is Process-CentricAchieve lower operational

costs for all software

OPX2 is Results-CenteredOPX2 is Results-CenteredDeliver agile, sustained business value

Planisware

IT

35

SLAs achieved

Incidents closed

Problems closed

Percentage outsourced

Retirement of application

Value Proposition

Agility to adapt to evolving business needs

Rapid solutions to challenging business

problems

Sustained ROI

Planisware and IT

36

IT-CM Treats Applications as Equals*

Application AgnosticApplications follow same IT processProduct distinctives are not relevant

*From the perspective of change, incident, problem, release management processes. Disaster recovery distinctions do not apply here

37

Same IT-CM processes apply to all software

38

“Battleship mentality”

Vessel is monolithicThick armor is essential for reducing vulnerabilitiesService delivery—firepower—is integral to ship

Vessel is monolithicThick armor is essential for reducing vulnerabilitiesService delivery—firepower—is integral to ship

39

“Aircraft Carrier” Mindset Air wing and carrier are interdependentAir wing and carrier are interdependent Updating planes and pilots has little impact on Updating planes and pilots has little impact on

shipship Projection of power extends beyond ship’s Projection of power extends beyond ship’s

presencepresence

40

Agenda


4. Key contrasts




41

Change Management Maturity Levels

4

3

2

1

0

Remiss

42

P-CM Level 0: “Remiss”

BBVendor provides a turn-key installation

AAUnmanagedCM may be “down the road”

Ad hoc decisions occur at a departmental level

CC

DDGetting Planisware working with company projects is the primary priority

43


Rigid

4

3

2

1

0

Remiss

44

P-CM Level 1: “Rigid”

BBEvery request must flow through the IT Helpdesk for metrics and tracking

AABy policy, IT is in complete control of all software

CCFormal Service Level Agreement defines standard response times

DDPlanisware software must adhere to all approved IT service processes

45


Resistant

Rigid

4

3

2

1

0

Remiss

46

P-CM Level 2: “Resistant”

BBBusiness can do limited, defined changes without IT supervision

AAIT makes some accommodation with business for Planisware

CCGovernance remains essentially unilateral

DDBusiness is more a customer than a working partner of IT

47


Responsive

Resistant

Rigid

4

3

2

1

0

Remiss

48

P-CM Level 3: “Responsive”

BBAdvanced Planisware proficiencyresides within the business side

AATactical in plan and execution

CCGovernance is bi-lateral

DDIT handles software releases, database spawning, scheduled batch jobs

49


Revitalizing

Responsive

Resistant

Rigid

4

3

2

1

0

Remiss

50

P-CM Level 4: “Revitalizing”

BBVP champions P-CM; has executive sponsorship

AAStrategic in plan and execution

CCGovernance is multi-lateral

DDEngagement and communication instill trust

51

Agenda


6. Summary: takeaways

4. Key contrasts



1. Change management: Planisware and IT (CM)

52

Recognizing mature change management

LeadersLeadersorchestrateorchestrate

trusttrust

GovernanceGovernanceisis

multi-lateralmulti-lateral

BusinessBusinesssolutionssolutions

occuroccurwith agilitywith agility

BusinessBusinessvalue keepsvalue keepsadvancingadvancing

53

What is Planisware?


Enterprise solution that

facilitates business change

without requiring software change

54


Revitalizing

Responsive

Resistant

Rigid

4

3

2

1

0

Remiss

55

P-CM and IT-CM Scope

Planisware change management P-CM

IT change management IT-CM

56

Shared Partnership Model P

erform

ance

metrics

Business

IT

Service Level Agreement (SLA)

Collaborate,Communicate

WHY—business case

WHAT—business processes, data change, data quality, business model, solutions

WHEN—business priority

WHO—business data manager

HOW—technology

WHAT—software, IT processes;

WHEN—IT priority

WHO—IT resources

57

Planisware CM Extends beyond IT CM

Company

LOGO

Planisware cm jak_06a

Technology

Transcript of Planisware cm jak_06a