Professional Services for the New IT Strategic Plan

Dallas County

BRIEFING / COURT ORDER Commissioners Court - Mar 23 2021

☐ Resolution ☒ Solicitation/Contract ☐ Executive Session ☐ Addendum

Professional Services for the New IT Strategic Plan

Briefing Date: Mar 23 2021 Funding Source: 195.1090.05590.1003 Originating Department: Information Technology Prepared by: Alice Sweet, Recommended by: Melissa Kraft, Chief Information Officer BACKGROUND INFORMATION: On March 9, 2021, the IT Executive Governance Committee (ITEGC) approved the option to move forward for Dallas County Information Technology (IT) to bring in a consulting firm to assist in creating a new IT strategic plan. The pricing of this proposal is from the Federal GSA Schedule. Dallas County IT chose Info-Tech Research Group, Inc. (ITRG). ITRG uses a number of formats to provide their research including solution sets, project blueprints, tools, templates, analyst calls, webinars and workshops. Additionally, Info-Tech has worked with various counties such as Clarke County and Harris County. ITRG is proposing an eight to ten-weeks consulting engagement to support Dallas County’s IT division in development of an IT strategy. The goal is to develop a complete and comprehensive IT Strategy that provides a holistic view of the current IT environment, the future direction, and the initiatives required to achieve the desired to-be state. Info-Tech Research Group will engage with Dallas County’s IT, County stakeholders and utilize best practice processes and methodologies that are aligned with trends in the current market environment, and that reflect the needs of our County stakeholders. Additionally, Info-tech will be providing access to online IT leadership training courses and various templates and toolkits that provide access to step-by-step methodologies in areas of applications, infrastructure, diagnostics, contract management and benchmarking. OPERATIONAL IMPACT: This will assist IT in creating a Strategic Plan that aligns to the County’s vision and goals. This will also provide IT access to tool-kits and documentation that can be leveraged in streamlining IT services. FINANCIAL IMPACT: The consulting fee is $135,000 for the engagement with ITRG and funds are available in the Major Technology Fund – Other Professional Account (195.1090.05590.1003). LEGAL IMPACT:

The Statement of Work and Proposal has been reviewed and approved by the Civil District Attorney's Office as to form and the County Judge is authorized to sign the SOW if and once approved by the Commissioners Court. ADMINISTRATIVE PLAN COMPLIANCE: This request is consistent with the County Administrative Plan Vision #1 – “Dallas County is operationally a model governmental entity” as well as being consistent with the County IT Strategic Plan Section 4.0 – “Provide a Common Architecture Enabling Integration and Interoperability of All County Information Systems”. RECOMMENDATION: That the County Commissioners Court approve and authorize the County Judge to sign the Master Consulting Service Agreement with Info-Tech Research Group Inc. (ITRG) for the development of an IT Strategy, with specific attention being paid to reviewing materials, refining mission, objectives, and overall strategy into presentation materials. The consulting fee cost is $135,000 and using the Federal GSA Schedule and funding is available in the Major Technology Fund – Other Professional Services Account (195.1090.05590.1003). MOTION: On a motion made by TBD, and seconded by TBD, the following order will be voted on by the Commissioners Court of Dallas County, State of Texas: Be it resolved and ordered that the Dallas County Commissioners Court does hereby approve and authorize the County Judge to sign the Master Consulting Service Agreement with Info-Tech Research Group Inc. (ITRG) for the development of an IT Strategy, with specific attention being paid to reviewing materials, refining mission, objectives, and overall strategy into presentation materials. The consulting fee cost is $135,000 and using the Federal GSA Schedule and funding is available in the Major Technology Fund – Other Professional Services Account (195.1090.05590.1003). CONTRACT DETAILS: Contract Title: Description: Transaction Type: Contract Number: Total Cost: Start Date: Expiration Date: Vendor: ATTACHMENTS: US_Master Consulting Services Agreement_09212016(clean)-03112021 Dallas County - IT Strategy Development SoW- Info-TechF(clean)-02232021

Master Consulting Service AgreementDallas County, Texas (the “Customer”) desires Info-Tech Research Group Inc., a Delaware corporation with offices at 3960 Howard Hughes Parkway, Suite 500, Las Vegas, NV 89169 (“ITRG”) to provide certain services. The delivery of those services shall be based upon the following terms and conditions:

Services: Services (“Services”) will be composed of the services and for the fees described in the Statement of Work attached hereto, or on additional Schedule(s) to be entered into from time-to-time.

Fees: Fees are payable as described and provided in the Service Agreement. The Customer shall pay ITRG interest in accordance with the Texas Prompt Payment Act on all overdue amounts. All amounts are subject to the payment of all applicable taxes, unless the Customer supplies appropriate exemption certificates. The fees payable pursuant to the Service Agreement are non-refundable and shall be recognized as payment for the Services described in the Statement of Work. The fees payable under the Service Agreement cannot be applied to any other ITRG product or service other than the Services described in the Statement of Work.

Service Details: Customer shall nominate one individual as a contact for ITRG. Communications regarding the Services will be between that contact and a contact provided by ITRG.

Work Product: “Work Product” means everything that is the result of the efforts of ITRG and ITRG’s personnel in performing the Services including any notes, materials, reports, documentation, specifications, drawings, data, computer programs (object code, source code and related documentation), inventions, technology, improvements, creations, works, devices, works-in-progress, equipment and deliverables, whether written or electronic.

Change Control: If the Customer desires to make changes to the Services, it shall make a written request to ITRG. ITRG shall provide the Customer with a written response within ten (10) business days or such longer period as the parties may agree, detailing: (i) how the proposed change will be implemented; (ii) any effect it will have on the schedule for the performance of ITRG’s obligations; (iii) any effect it will have on the performance of the Services; and (iv) any additional costs required. If the Customer desires to proceed with the change it must provide written authorization to proceed, in which case the change shall be deemed to be part of this agreement.

Confidential Information: Confidential Information is all information of either party that is not generally known to the public whether of a technical, business or other nature (including, without limitation, trade secrets, know-how and information relating to technology, business plans, assets, liabilities, prospects, finances, product capabilities or lack thereof, financial arrangements between the parties or personal information) that is disclosed by a party to the other or that is otherwise learned by the other in the course of its discussions or business dealings with the other, and that has been identified as being proprietary and/or confidential or that by the nature of the circumstances surrounding the disclosure or receipt ought to be treated as proprietary and/or confidential.

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Confidential Information shall not include (except for any personally identifiable information about an individual that relevant privacy legislation or policies do not allow to be disclosed): (i) any Confidential Information that is in the public domain at the time of its disclosure or which thereafter enters the public domain through no action of the receiving party, direct or indirect, intentional or unintentional; (ii) any Confidential Information which the receiving party can demonstrate was in its possession or known to it prior to its receipt, directly or indirectly, from the other party; (iii) any Confidential Information that is disclosed to the receiving party by another party not in violation of the rights of the other party or any other person or entity; and (iv) any Confidential Information which is either compelled by law or by the order of a court of competent jurisdiction to be disclosed.

The parties shall (i) not use Confidential Information for any purpose other than that contemplated by this agreement; (ii) not disclose Confidential Information to anyone without the prior written authorization of the disclosing party, during the term of this agreement or at any time thereafter; (iii) handle, preserve and protect Confidential Information with at least the same degree of care that it affords or would afford to its own Confidential Information, including taking all reasonable efforts to avoid disclosure of such Confidential Information to any third party, at any time; (iv) disclose Confidential Information only to its employees or subcontractors who require such information in order to perform the party’s obligations with the other, and are under confidentiality obligations.

The identity of our research clients in not considered personal or confidential information, and ITRG may disclose that information for promotional and marketing purposes.

Ownership of the Work Product: The Work Product as a whole is owned by the Customer, provided that while the Customer may use and copy the Work Product for its own internal use, it may not resell to or allow its use by any third parties. The Customer acknowledges that portions of the Work Product are pre-existing works of ITRG or its related entities. Notwithstanding anything else in this paragraph, ITRG and/or its related entities retains ownership of all intellectual property rights in component parts of the Work Product, and may use any portion of the Work Product for any use at its discretion, provided that the Client’s identity and any Confidential Information are removed. Neither party is prevented from making use of know-how and principles learned or experience gained of a non-proprietary and non-confidential nature.

Term: The Services shall be provided for the time necessary to perform the Services indicated in the Statement(s) of Work that refer to this Agreement from time to time. The Customer acknowledges that the ability of ITRG to deliver the Services on a timely basis is contingent upon the customer providing ITRG with required information and resources on a timely basis. The Services described in the Statement of Work must be delivered by ITRG within 12 months of the date of the final invoice issued for the Statement of Work. If the Services are not delivered within this 12-month period, ITRG retains the right to deliver the Services after the expiry of the 12-month period at its sole discretion. If the Services are to continue on a periodic basis and a term is not specified, either party may terminate this agreement at any time by giving thirty (30) days prior written notice.

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Warranty: ITRG warrants that it will perform the services hereunder in a manner that is consistent with industry practice. The Services are otherwise delivered "as is" and ITRG and its related entities, suppliers and distributors do not make any warranties or conditions, express or implied, and exclude and disclaim any and all implied warranties or conditions including, without limitation, those of merchantability or fitness for a particular purpose. In no event will ITRG or its related entities, suppliers or distributors be liable to the Customer for any direct, indirect, special, punitive or consequential damages (including but not limited to damages for loss of business profits, business interruption and the like), or any other damages arising in any way (even if they have been advised of the possibility of such damages and regardless of the form of action whether in contract, tort, strict liability, operation of law or otherwise, including without limitation the negligence of ITRG or its related entities, suppliers or distributors) for any matter including without limitation: (i) any errors, omissions, or other inaccuracies in any material or advice provided as part of the Service; or, (ii) any unintended or unauthorized access, alteration, theft, corruption or destruction of files, data, transmission facilities or equipment (whether by ITRG or third parties). Some jurisdictions do not allow the exclusion or limitation of direct, indirect, incidental, or consequential damages, so the above limitation may not apply to the Customer, but shall apply in every case to the fullest extent permissible by law. In all circumstances, the maximum amount that ITRG or its related entities, suppliers or distributors is liable for, for any reason whatsoever is the price paid by the Customer for the Services only. Client’s exclusive remedy for any breach of this warranty and any other provision or covenant in this contract, shall be for ITRG, upon receipt of written notice, to use reasonable efforts to cure such a breach, or, failing any such cure in a reasonable period of time, to return the professional fees paid to ITRG hereunder with respect to the services giving rise to such breach.

The parties acknowledge that ITRG has set its prices and entered into this agreement in reliance on the limitations of liability and disclaimers of warranties and damages set forth herein, and that the same form a fundamental and essential basis of the bargain between the parties. They shall apply even if this agreement is found to have failed in its fundamental or essential purpose or been fundamentally breached.

Penetration Testing: ITRG provides the Services using industry standard tools and methodologies, however exploits change over time and ITRG cannot guarantee that it will uncover every vulnerability. Without limitation, ITRG takes no responsibility for: (a) anything the Customer instructs ITRG not to test, (b) any changes made to systems after ITRG’s point in time test, (c) exploits that were unknown at the time of the test, (d) any recommendations the Customer fails to implement, and (e) failures of Customer staff to abide by proper operational protocols. All promises made by ITRG are contained in this Agreement. No promises implied by law (whether described as warranties, conditions, representations, or otherwise, and whether relating to merchantability, fitness, non-infringement, or otherwise) apply.The nature of the Services, in whole or in part, involve ITRG attempting to breach Customer security and systems in order to test the effectiveness of that security. Customer consents to and acknowledges that ITRG will, as part of the Services, attempt one or more of the following: (a) gain access to Customer premises, (b) gain access to Customer’s information technology infrastructure, and (c) obtain possession of Customer personal property, including but not limited to, computer hardware and data.

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Customer consents to ITRG temporarily installing software on the Customer’s computer systems that might perform functions such as collecting personal information, interfering with Customer’s control, settings, preferences or commands, changing or interfering with data, or causing the system to communicate with other systems. Customer acknowledges that these functions, and any others that are related to the purpose of the Services are expected.

As part of the Services, ITRG will use processes and tools that will mimic malicious activity to determine possible vulnerabilities. It is possible that this could disrupt or bring down the Customer’s network. To reduce the risks of disruption, ITRG recommends that the Customer backs its systems up and tests that backup to ensure it is useable before ITRG performs its services, and continues to do so on a regular basis. ITRG also recommends that the Customer has ready access to resources capable of correcting such issues when ITRG is performing its services. If there are any especially critical times when the risk of such disruption is too high for the Customer, the Customer must give prior notice to ITRG. Customer acknowledges that the risks of disruption will be greater if the Customer wishes ITRG to test vulnerabilities from the perspective of administrative users versus normal users.

Customer shall not bring or commence and shall use reasonable efforts to dissuade others (whom Customer becomes aware of) from bringing or commencing criminal or other statutory charges or civil or other actions (including, but not limited to, CASL violations, theft, trespass or violation of privacy) against ITRG and/or its authorized employees as a result of the performance of the Services.

Prior agreement: This agreement, along with the Statement of Work entered into between the Parties, contains the complete and exclusive statement of the agreement between the parties and supersedes all prior and contemporaneous agreements, purchase orders, understandings, proposals, negotiations, representations or warranties of any kind whether written or oral. No oral or written representation that is not expressly contained in this agreement is binding on either party. This agreement cannot be amended or modified, other than by a change made in writing, dated and executed by the parties.

Governing Law: This Agreement shall be governed in all respects by the laws of the State of Texas without regard for its conflict of laws provisions, and the sole venue for disputes arising out of, or related to, this Agreement shall be the federal and state courts physically located in Dallas County, Texas. Customer and ITRG hereby submit to the jurisdiction of, and consents to exclusive venue in, such courts.

Force Majeure: Neither party shall be liable for an omission or delay in the execution of its obligations hereunder caused by an event beyond its reasonable control. The time for the performance of the obligation that is so delayed shall be extended by a reasonable time.

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Notice: All required notices, or notices which may be provided in accordance with this agreement, shall be in writing and shall be duly provided for if the notice is remitted to its addressee by courier, mail, or email, if to ITRG to the address set out on the Statement of Work, and if to the Customer to the address set out on the Statement of Work or such other address as the party which is to receive the notice indicates to the party providing the notice, in the manner provided for in this section. Every notice delivered in the manner provided for herein shall be deemed to have been received when delivered or by email the first business day after the date received or the fifth business day following the date of mailing, if sent by mail.

Assignment: ITRG shall have the right to assign this agreement or any rights hereunder without the consent of the Customer to a related entity or in the event of a merger, sale of assets or business, or other transfer of control by operation of law or otherwise, provided that the assignee shall assume all obligations and rights hereunder. The Customer may not assign its rights or obligations hereunder without ITRG’s written consent.

Default: ITRG may terminate this agreement if the Customer: (i) is in breach of its obligations hereunder, which breach is incapable of cure or which being capable of cure, has not been cured within thirty (30) days after receipt of written notice of such breach; (ii) becomes insolvent; or (iii) ceases to carry on business.

This Master Service Agreement is entered into between Info-Tech Research Group, Inc. (“ITRG”) and Dallas County, Texas.

IN WITNESS WHEREOF this agreement has been entered into by the parties hereto as of June ______, 2021.

Info-Tech Research Group Inc. (“ITRG”)

Dallas County, Texas

__________________________________ITRG

Name: _____________________________

Title: _____________________________

Date: _____________________________

I have authority to bind the company

__________________________________Authorized signature

Name: __Clay Jenkins_________________________

Title: Dallas County Judge

Date: _____________________________

I have authority to bind Dallas County, Texas.

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Recommended:

By: ___________________________Melissa Kraft CIO

APPROVED AS TO FORM*:

JOHN CREUZOTDALLAS COUNTY DISTRICT ATTORNEY

__________________________By: Chong Choe

Assistant District Attorney

* BY LAW, THE DALLAS COUNTY DISTRICT ATTORNEY’S OFFICE MAY ONLY ADVISE OR APPROVE CONTRACTS OR LEGAL DOCUMENTS ON BEHALF OF ITS CLIENTS. IT MAY NOT ADVISE OR APPROVE A CONTRACT OR LEGAL DOCUMENT ON BEHALF OF OTHER PARTIES. OUR REVIEW OF THIS DOCUMENT WAS CONDUCTED SOLELY FROM THE LEGAL PERSPECTIVE OF OUR CLIENT. OUR APPROVAL OF THIS DOCUMENT WAS OFFERED SOLELY FOR THE BENEFIT OF OUR CLIENT. OTHER PARTIES SHOULD NOT RELY ON THIS APPROVAL, AND SHOULD SEEK REVIEW AND APPROVAL BY THEIR OWN RESPECTIVE ATTORNEY(S).

Proposal for IT Strategy Development for:

Dallas County Information Technology

Prepared on December 30th, 2020

Prepared for: Melissa KraftChief Information Officer, Dallas County

Prepared by: Naveen KumarSenior Vice PresidentInfo-Tech Research Group Inc.

3960 Howard Hughes ParkwaySuite 500Las Vegas, Nevada89169

Dallas County Information Technology Services – IT Strategy Development

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INSIDE THIS PROPOSAL

INSIDE THIS PROPOSAL...................................................2

LETTER OF INTEREST.....................................................3

A. ............................................................KEY PERSONS6

B. .....STRATEGY DEVELOPMENT PROPOSED WORK PLAN AND CONSULTATION APPROACH8

C. ......................................................PROPOSED TIMELINE12

D. .............................................................REFERENCES13

E. .........................................................PRICE PROPOSAL14

F. .................................APPENDIX – BIOGRAPHIES OF KEY PERSONS16

G. .............................APPENDIX – ABOUT INFO-TECH RESEARCH GROUP23


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LETTER OF INTEREST

Melissa KraftChief Information OfficerDallas County Information Technology Renaissance Tower - 1201 Elm Street, Suite 2400Dallas, TX 75270

December 27th, 2020

Re: IT Strategy Development Consultation Services

Dear Melissa Kraft,

Please accept Info-Tech Research Group’s response to the solicitation for the development of an IT Strategy, with specific attention being paid to reviewing materials, refining mission, objectives, and overall strategy into presentation materials.

Info-Tech is a full-service professional IT Research, Advisory, and Professional Services firm that prides itself on, and utilizes, its independence, quality of thought, quantitative data, and experience, to form its opinions and develop its research methodologies. Our independence is critical to our success in providing our clients with an informed and unbiased opinion, and as such, we have no direct or indirect affiliation with any hardware, software, or service provider, and do not sell technology products.

Please do not hesitate to contact me should you have any questions. We would be pleased to provide further detail regarding our approach and innovative deliverables.

Thank you for taking the time to review our proposal.

Respectfully submitted,

Naveen Kumar Senior Vice President, Consulting ServicesInfo-Tech Research Group, [email protected]: 1-888-670-8889 ext. 3148F: 1-519-432-2506ERIENCE

1. COUNTY & LOCAL GOVERNMENT FOOTPRINT

mailto:[email protected]


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Info-Tech has been actively working with County and Local Governments for over a decade including consulting, workshops, and analyst advisory as part of the research membership. Info-Tech’s work with CIOs and their management has been across a wide range of IT areas from Strategy, Organizational Review, Policies, Technical Assessments, Application Evaluations, Infrastructure Roadmaps, IT Security & Compliance, Disaster Recovery Planning and Preparedness, to working with internal County Departmental IT organizations that are intertwined as part of the overall technology footprint.

The following is a list of County and Local Government clients of Info-Tech Research Group (present and past):

Count of San Mateo (CA)

Miami-Dade County (FL) Clark County (NV) City of Henderson (NV)

Johnson County (KS) Tarrant County (TX) Garfield County (CO) City of Kansas (MO)

Gwinnett County (GA) Jackson County (OR) Butler County (KS) Baltimore City (MD)

County of Queen Anne (MD)

Morrison County (MN) County of Kanawha (WV) City of Baton Rouge (LA)

Montgomery County (PA)

Weld County (CO) Cowlitz County (WA) New York City (NY)

LA County (CA) Martin County (FL) Sumter County (FL) City of Montpelier (VM)

Shelby County (TN) Palm Beach County (FL) Harris County (TX) City of Miami-Beach (FL)

County of Salt Lake (UT)

County of Placer (CA) County of San Bernandino (CA)

City of Durham (NC)

Burlington County (NJ)

Fairfield County (CT) King County (WA) City of Las Altos (CA)

Orange County (FL) Benton County (MN) Montgomery County (KS) City of Bellevue (WA)

Jackson County (FL) Charlotte County (FL) County of Renville (MN) City of Calumet (IL)

County of Hillsdale (MI)

County of Converse (WY)

Santa Clara County (CA) City of Santa Clara (CA)

Bucks County (PA) Erie County (PA) Santa Cruz County (CA) City of Chickasha (OK)

County of El Paso (TX)

St. Lucie County (FL) Lee County (FL) City of Greensboro (NC)

Dauphin County (PA) Ingam County (MI) Clark County (WA) City of Cleveland (OH)

County of Oxford (Canada)

County of Simcoe (Canada)

Regional Municipality of York (Can)

City of Bloomington (MN)

County of Wellington (Canada)

County of Middlesex (Canada)

Municipality – County of Kings (Can)

City of Williamsburg (VA)

County of Lethbridge (Canada)

Huron County (Canada) County of Brant (Canada)

City of Ames (IA)

Windsor-Essex County (Canada)

Counfy of Prince Edward (Canada)

County of Hastings (Canada)

City of O’Fallon (MO)

Strathcona County (Canada)

Red Deer County (Canada)

County of Grande Prairie (Canada)

City of Northampton (MA)

County of Grey (Canada)

Clearwater County (Canada)

Cork County (Canada) City of Longview (WA)

City of Toronto (Canada)

City of London (Canada)

City of Calgary (Canada)

City of Cambridge (Canada)

City of St. John (Canada)

City of Waterloo (Canada)

City of Ottawa (Canada) City of Hamilton (Canada)


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A. KEY PERSONS

As part of our proposal, we have recommended a seasoned team of professionals that have extensive expertise in IT Strategy development. Every member of our proposed team has worked with similarly sized government entities and organizations to assess the IT organization and develop comprehensive strategies that align with the business objectives.

NAVEEN KUMAR – SENIOR VICE-PRESIDENT, CONSULTING SERVICESCore Team – Engagement Lead and Quality Assurance

Naveen is the Senior Vice President of Consulting Services at Info-Tech Research Group. Naveen specializes in Strategy, Governance and Outsourcing services with a focus on financial services.

Naveen has extensive experience in developing IT organizational strategy by alignment of IT risk management with organization wide

risk management by incorporating standards including ITIL and CMMI. Naveen has extensive business knowledge in Commercial Business, Business Banking, Retail Banking, Credit Cards, Investment Portfolios, BPM, and Asset Management & Cash Management.

AKASH MITTAL – MANAGER, CIO & VENDOR CONSULTING SERVICESCore Team – Engagement Manager

Akash is a Consulting Manager in the CIO Advisory practice at Info-Tech Research Group. Prior to Info-Tech, Akash has worked extensively in technology and telecommunication corporations, namely, Rogers Communication Canada, BlackBerry Inc and Tata Consultancy Services. At Rogers, Akash was part of its Enterprise Strategy & Planning team and responsible for building the multi-year business strategy, driving

alignment and providing strategic advisory. He was also the lead for the innovation portfolio for Rogers Enterprise, and advised executive teams on 5G, Internet of Things and emerging technologies.

Akash holds an MBA from Rotman School of Management, University of Toronto and a Computer Engineering degree from University of Delhi.

EMILY WRIGHT – SENIOR CONSULTANT, CIO CONSULTING SERVICESCore Team – Delivery Consultant

Emily is a Senior Consultant with Info-Tech’s CIO Advisory consulting team, focusing on IT and business strategy and Enterprise Architecture. She has experience working with local and state government entities across North America to develop comprehensive strategies that help their IT organizations align to and deliver greater value to the enterprise. She has a keen ability to analyze

complex business problems, develop solutions, and communicate change effectively to different departments and stakeholders at various levels within organizations. She maintains a customer-centric ethos and executes with precision, diligence and conscientiousness.

Emily holds a B.A. in Multimedia from McMaster University, and a Graduate Certificate in Marketing Management from Seneca College


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JOLIEN VAN GAALEN – SENIOR CONSULTANT, CIO CONSULTING SERVICESCore Team – Delivery Consultant

Jolien van Gaalen is a Senior Consultant on the CIO and Vendor Advisory Services team at Info-Tech Research Group. Prior to joining Info-Tech, Jolien implemented Workday (an HCM software platform) for large enterprise customers. She has also held engineering roles designing a smart hip implant and a rehabilitative mechatronic elbow brace. She has also worked on a variety of entrepreneurial pursuits including a home health care

management system and an automated home microgreen grower.

Jolien holds a degree in Mechatronic Systems Engineering from Western University.

DAVID WALLACE – PRACTICE LEADExtended Team – Strategy SME

David is a demonstrated self-starter and transformational leader with wide experience in all information management and technology domains, built up over 37 years in IT in the public sector. He has work in such organizations as the University of Waterloo, City of Toronto, and Province of Ontario and in the private sector, at Gulf Canada, Ford Glass Limited and now, Info-Tech Research Group as the Vice

President of their new Industry Practice. David has an expert level of knowledge in Enterprise Architecture, change management, project management and strategic planning. Extensive knowledge and experience in CIO, CTO, Head Architect and other leadership roles, including experience as a senior consultant.

DAVID GLAZER – PRACTICE LEADExtended Team – Strategy SME

David Glazer is a Practice Lead at Info-Tech Research Group in the CIO Practice. David is an expert at identifying trends and conducting environmental scans to inform business strategy. David applies foresight to design strategies and ventures that deliver positive social impact and improve resilience.

As the lead of ITRG’s CIO Practice, David oversees the production of our CIO Trend Report which is focused on making the most of emerging technology to not just provide better service, but to give CIOs the knowledge required to become a transformative business partner.

David holds an MBA from Ted Rogers School of Business at Ryerson University.


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B. STRATEGY DEVELOPMENT PROPOSED WORK PLAN AND CONSULTATION APPROACH

OUR UNDERSTANDING

Dallas County is a county in the U.S. state of Texas, the state's second-most populous county, and the eighth-most populous in the United States. Its county seat is the city of Dallas, which is also Texas' third-largest city and the ninth-largest city in the United States.

Dallas County is among the top 10 fastest growing counties in the nation, according to new U.S. Census Bureau county and metropolitan statistical area population estimates for 2018 that were released by the State Data Center. The county ranked as eighth-fastest nationwide, with an increase in population of more than 36%, or 90,180 people, since 2010.

Major industries in Dallas County include defense, financial services, information technology and data, life sciences, semiconductors, telecommunications, transportation, and processing. According to the Greater Dallas Chamber of Commerce, the Dallas-Fort Worth Metroplex holds about 43 percent of the state's high-tech workers.

Given this growth in both population and industry, Dallas County has experienced increasing and changing demands for county services. In response, Dallas County has developed and consistently updated the County Strategic Plan which provides the foundation and direction for all county operations, and addresses the diverse, evolving needs of the county’s constituents.

To enable the county to deliver on the Strategic Plan, Dallas County’s Information Technology Services Division is in the process of developing a comprehensive IT strategy that best aligns to and operationalizes the County Strategic Plan. With much of the content already created, Dallas County ITS is looking to retain external consulting expertise to conduct interviews, review the existing documentation, evaluate and provide recommendations regarding mission, objectives, and overall strategy, assist with IT portfolio assessment, and support developing and finalizing materials for board presentation.

Info-Tech is proposing a eight to ten-weeks consulting engagement to support Dallas County’s ITS division in development of an IT strategy. The goal is to develop a complete and comprehensive IT Strategy that provides a holistic view of the current IT environment, the future direction, and the initiatives required to achieve the desired to-be state. Info-Tech Research Group will engage with Dallas County’s ITS division to complete the development of a transformative IT Strategy by leveraging a unique blend of data-driven research, client engagement experience, and best practice processes and methodologies that are aligned with trends in the current market environment, and that reflect the needs of its wide client base. Info-Tech has outlined our understanding and approach throughout this document. Based on the information provided in the solicitation documentation, and our experience of assessing and implementing strategies for public and private sector organizations, our team is well-positioned to help the Dallas County Information Technology Services Division develop their strategic plan.


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CONSULTATION APPROACH

Info-Tech Research Group Inc. (“Info-Tech”) has been providing IT consulting services to hundreds of clients in public and private sectors. Our team consists of dedicated management consultants supported by strong research analysts – all of whom have years of on-site, practical and hands-on delivery experience. Our methodology encompasses an environmental scan of the current operations, the future direction, and the initiatives required to achieve the desired future state.

The following sections provide an overview of the customized approach developed based on Dallas County ITS specific requirements. The sections below provide additional detail regarding each step and deliverable.

Phases1. Project Scoping

2. Business Context and Alignment

3. Assess Current State

4. Assess Target State

5. Establish Roadmap

* Activities across phases may overlap to ensure a timely completion of the engagement

ProjectedActivities

1. Kick-off with Project Sponsors

2. Project Planning and Scheduling

3. Collect relevant documentation

4. Launch Data Driven Diagnostic Programs for benchmarking

• CIO Business Vision

• CIO CEO Alignment

• MGD

1. Conduct business stakeholder interviews

2. Validate the corporate goals and objectives

3. Identify the macro trends & external factors

4. Evaluate key themes from interviews & diagnostics

1. Leverage diagnostic results to review and appraise current IT strategy

2. Build the Business Capability Map

3. Validate Operational Pain Points

4. Review current Capability Performance

1. Assess Business Priorities, Macro Trends

2. Refine IT mission and objectives

3. Re-examine IT strategic goals

4. Align IT governance to IT mission, objectives and goals

5. Evaluate gaps and develop recommendations

1. Prepare Strategic Roadmap

2. Finalize Strategic Plan

3. Develop Strategic Communication and Change Management Plan

4. Assist in the development of application portfolio methodologies

Stakeholder Effort

Required

• Kick-off meeting with Project Sponsor (1 hour)

• Documentation Gathering (from team, as required)

• Conduct business interviews (key 5-10 departments, 1 to 2 stakeholders/dept)

• Other additional interviews

• Each interview – 30 to 60 mins

• Project sponsor weekly touchpoint (1 hours/wk)

• Additional areas as required (30-60 mins)

• Project sponsor weekly touchpoint (1 hours/wk)

• Additional socialization sessions (30-60 mins per stakeholder)

• Final Presentations (As required to board, IT townhall or County Services)


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ProjectedOutcomes

1. Project Schedule

2. Documentation Request Checklist

1. List of Business and External Drivers

2. Departmental Overview and Satisfaction

1. Current State Appraisal Report

2. Business Capability Map

1. Target State Report

1. Refreshed Strategic Plan and Roadmap

2. Target Application Portfolio methodology

1) Project Initiation (1 Week)


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1.1. Activities / Duration

1.2. Description & Deliverables

1.3. Kick-Off with Project Sponsors

1.4. Project Planning

1.5. Project Scheduling

1.6. Collect Process Documentation

1.7. Launch Data Driven Diagnostics Programs

1.8.

1.9. Info-Tech will initially conduct a kick-off meeting with the project sponsors and other key stakeholders to validate the project objectives, timelines, roles and responsibilities, and confirm the project process.

1.10. Info-Tech will also collect all existing documentation (facilitated by a checklist) and review it in order to accelerate our understanding of the current organizational strategic plan, current state business and IT processes, IT architecture, policies, and organization.

1.11. Info-Tech will also launch three diagnostics to evaluate the current state IT capabilities at Dallas County as well as overall IT maturity.

1.12. Data-Driven Diagnostics Launch – To ensure timely and accurate data collection, Info-Tech will launch these diagnostics immediately following project commencement.

o CIO Business Vision

o Business Alignment

o Management Governance and Diagnostics

1.13. Deliverable(s):

Kick-Off Meeting – Project kick-off meeting and agenda for the project.

Project Schedule – Gantt chart detailing the various activities, milestones, and tentative scheduling.

Documentation Request Checklist – Provides an easy way for Dallas County to gather, assemble and track the requested documentation to be submitted to info-Tech for review. Info-Tech will also collect current process documentation for all internal and external IT processes.


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2. Business/IT Alignment Assessment (2-3 Week)

The starting premise to our IT or technology planning efforts is to ensure alignment to the Business direction. Strategy definition does not begin with only technology – it starts with tying the IT direction back to business objectives. An effective strategy will enable agile, reliable, and efficient response to strategic objectives. An IT review of this kind provides a holistic view of the current IT environment, the future direction, and the initiatives required to achieve the desired future environment.



2.3. Conduct Business Stakeholder Interviews

2.4. Input: CIO Business Vision

2.5. Evaluate Key Themes from Interviews & CIO Business Vision

2.6. Validate the Corporate Goals

2.7. Identify the Macro Trends & External Factors

2.8. Develop IT Vision & Mission

2.9.

2.10. Info-Tech will work with the Project Sponsor Team to identify an organizational cross-section of key stakeholder for one-on-one interviews including senior executives, lines-of-business, functional department heads and select managers or staff.

2.11. Throughout the engagement, project team will work with Project Sponsor Team on validating the Strategic Plan inputs to ensure better alignment to corporate goals in relation to supporting IT initiatives.

2.12. CIO Business Vision outputs will also be used to gauge key business stakeholder satisfaction with core IT services across the organization. In addition to business stakeholder interviews, the CIO Business Vision program will enable Info-Tech to:

Quantify IT’s successes by benchmarking performance against industry peers and previous-year metrics.

Identify dissatisfied stakeholders and build tailored improvement plans to meet their needs.

Identify how IT capacity constraints effect the business, providing a strong case for budgetary increases.

2.13. CIO Business Vision Outputs:

2.14.


2.16. IT/Business Alignment Current State Assessment:

IT Satisfaction Report Card IT Capacity Report Card Departmental Overview and Feedback Corporate Goals, Macro Trends Impact Analysis Corporate Environmental Trends Analysis


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Enabling Strategic Priorities through Technology

3. Data-Driven Current State Assessment (2 week)

Next, Info-Tech will work with the key stakeholders at Dallas County to execute a series of infrastructure and application assessments using our Data Driven Research Tools. For Dallas County, Info-Tech will conduct both the IT Infrastructure Scorecard Tool and IT Application Portfolio Assessment. All diagnostics are encouraged in the timeframe and will inform the final current state assessment.



3.3. Input: IT Infrastructure Scorecard Tool

3.4. Input: IT Application Portfolio Assessment

3.5. Analyze Current State Processes

3.6. Create Consolidated Current State Assessment

3.7. Info-Tech will use these data-driven analysis tools to gather information on application feedback, application health, and infrastructure governance & management, infrastructure reliability, availability & maintainability and overall cost-to-serve.

3.8. Final results will be analyzed by Info-Tech for inclusion in the final current state assessment. A guided interpretation will be provided.

3.9. Guided Interpretations – A guided walkthrough of each report and interpretation of the results as they pertain to Dallas County.

Deliverable(s):

IT Application Portfolio Assessment

o Provide a full 360 view of the effectiveness, criticality, and prevalence of all relevant applications

o Identifies opportunities to drive more value from effective applications, retire nonessential applications, and immediately address at-risk

applications

IT Infrastructure Scorecard Tool

o Assess and develop recommendations on various standards for hardware, software, networking and other aspects of the overall systems environment.

78%Area Score

CapacityPlanning

Capacity ForecastingSubcategory Weighting: 8%

Score:4/6

Reporting FrequencySubcategory Weighting: 16%

Score:2/6

Validation FrequencySubcategory Weighting: 19%

Score:5/6

Budget InfluenceSubcategory Weighting: 11%

Score:4/6

Targets AccuracySubcategory Weighting: 11%

Score:3/6

Process Owner: Jane Doe, XXY Manager

OptimalProcess

NoProcessSOP

Status.+4%

Last Year

IT

Servers

Storage

Databases

CoreInfra

Overall ITService

GOVERNANCE

MANAGEMENT&

COST

SERVETO RAM

Agility & Innovation

CapacityPlanning

Event, Incident,

& ProblemMgmt

ChangeMgmt

AssetMgmt

Service Level Mgmt

OPEX

CAPEX

Availability

Reliability

Maintain-ability

Agility & Innovation

CapacityPlanning

Event, Incident, and

Problem Management

ChangeMgmt

Asset Mgmt

Overall Maturity Score

Service Level

Management

+15%vs

Last Year51%

67%

86%

71%

91%56%

Cost-to-Serve Scores

Budget adherence is used to derive a cost-to-serve score, and is based on an average of how far capex and opex are under or over budget across all silos. (Budget adherence = 100% - % under/over budget)

UnderBudget(-50%)

OverBudget(+50%)

Budget Target

Capex

Opex

(15%)

(-8%)

Budget Adherence

85%

92% -15% vs overall

+25% vs overall


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4. IT Assessment & Target State Development (3 week)

Additionally, Info-Tech will conduct an IT assessment, using interviews and documentation provided by comparing Dallas County’s existing processes, policies and technologies with Dallas County guiding principles and goals as well as industry best practices to identify gaps and suggest areas of improvement.



4.3. Align IT Vision and Mission Statements

4.4. Align IT Guiding Principles

4.5. Align IT Strategic Goals

4.6. Analyze Communications Structures

4.7. Evaluate Gaps and Develop Recommendations

4.8. Info-Tech will assess various areas of the current IT environment using interviews and documentation provided by the organization against our industry best practices to provide a current state analysis and recommendations to move forward.


Draft IT Assessment – The IT Assessment document compares the current state of the organizations to organizational goals and guiding principles as well as our industry best practices to determine strengths and gaps of IT Infrastructure and applications. The draft IT assessment will also help determine which business (and IT) processes are supported by infrastructure and application components.

Info-Tech will evaluate the key gap areas identified during the analysis process, describe the specific impact and develop a better understanding of the risks and root causes of each gap area. A more detailed view of the assessment can be seen in the table below.

o Consolidated Current State Assessment – Info-Tech will create a consolidated current state assessment that highlights: IT/Business Alignment and Application/Infrastructure


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5. IT Strategic Roadmap (1 week)

Info-Tech will then conduct a target state analysis to generate an IT Strategic Roadmap, stemming from an analysis between current and desired target states. The IT Roadmap is a core deliverable for this engagement. Info-Tech will not only confirm the Dallas County approach, but also build on the strategic direction sought with emerging technologies that also center on a vision around mobility, cloud etc. Hence, the validation of this direction and strategies to address gaps tied to interdependencies and critical paths is key.



5.3. Analyze Current to Target State Gaps and Identify Transition Options

5.4. Select Optional Transition Options and Describe Initiatives

5.5. Assess Business Priorities, High-Level Economics, Risk, Readiness and Change Management.

5.6. Prepare Strategic Roadmap

5.7. Finalize Strategic Plan / Discuss Governance

5.8.

5.9. The project team will work offsite through discussions with projects sponsors and other stakeholders as required to begin to summarize inputs and findings into a roadmap and executive discussion document.


5.11. Finalized IT Strategy and Roadmap

IT Priorities, Initiatives/Projects, Dependencies and Risks

IT Strategic Roadmap Timeline & Implementation Plan Executive Presentation High-level IT Governance Model


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PROJECT SUPPORT (ANNUAL MEMBERSHIP)

As noted above, one of Info-Tech’s unique value propositions is its ability to provide additional project analyst support. This facilitates Dallas County’s ability to have a true partner to address implementation of key initiatives along with recommendations from this project.

We are recommending our starter membership package at USD $22,972.29 with GSA pricing. This will provide Dallas County ITS with 1 Leadership Seat and 4 Team Seats. The scope and activities include ongoing research and advisory services to Dallas County’s IT team in effectively building out capabilities and developing core competencies required for successful development of Dallas County’s IT Strategy and Roadmap. This comes with the following access and services:

Unlimited Guided Implementations – Analyst CallsFor every IT project you start with us, we have an expert analyst waiting to help you execute best practices and stay on schedule, enabling you and your team to finish your projects on time and with more success.

Training Courses

Core process LMS along with IT and Organizational training for leaders

Dedicated Executive AdvisorYour dedicated Executive Advisory will become intimately familiar with the details of your role and organization, expertly guide your through your biggest challenges and major projects, help you customize your annual Key Initiative Plan to maximize IT performance and coach and mentor you throughout the year.

Management & Governance Best-Practice ToolkitsAccess to step-by-step methodologies, tools, and sample deliverables relevant to leaders focused on building world class IT operations.

Strategy & Leadership Best-Practice ToolkitsAccess to step-by-step methodologies, tools, and sample deliverables relevant to senior IT leaders. These toolkits are in PowerPoint, word and excel.

Applications & Infrastructure Best-Practice ToolkitsAccess to step-by-step methodologies, tools, and sample deliverables relevant to IT roles related to IT applications or IT infrastructure.

Diagnostics & Benchmarking ProgramsCollect data from you and your stakeholders. Using our powerful analytic engines, Info-Tech builds reports that help your IT department make critical decisions.

Purchase OptimizationUnlimited Technology contract analyst review calls to explain recommendations on how to reduce costs, mitigate risks, and optimize your solution.


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EXPECTATION OF CLIENT

SCOPE DEFINITIONSIn-Scope – The following activities will be delivered as part of this SOW:

Delivery of stated deliverables and activities as outlined above Interviews with stakeholders of Dallas County as needed Review and refresh current state Acquisition of information from Dallas County partners as needed Reviewing and validating information from sources such as previously

completed assessments and staff knowledge of operations Updating Dallas County Information Technology Services regularly on

progress and status Presenting findings and recommendations to Dallas County IT Leadership Revising findings and recommendations upon gathering feedback

Out of Scope – The following activities will not be delivered as part of this SOW:

Detailed business cases for recommendations Detailed work-plans for recommendations and change

management/communications Detailed governance policies Any implementation or development activities for the business strategy and

roadmap

PROJECT ASSUMPTIONS

Project timeline and resultant cost have been based, in part, on the following assumptions:

Dallas County Information Technology Services will provide a dedicated resource(s) for the entirety of the engagement.

Dallas County Information Technology Services will provide designated Info-Tech personnel access to premises, systems, and documentation as required.

Dallas County Information Technology Services can provide documentation (under NDA as needed) as to current procurement guidelines, materials, workflows and key stakeholders.

• Dallas County Information Technology Services will ensure the availability of stakeholders for meetings, interviews, or review of material(s) as required by the project.

• If revisions are requested, Info-Tech will make reasonable efforts to return the updated version within 3 working days; however, extensive changes may require additional time.

• If changes are requested outside of the scope of the project as defined in this SOW, then a change order may be required.

• Project outputs and deliverables will be based on Info-Tech tools and templates. The Info-Tech tools and templates will be streamlined to ensure effective communication.

• Dallas County Information Technology Services and Info-Tech agree to no more than two rounds of feedback on each specific deliverable.

• The deliverables created under this SOW as a whole are owned by Dallas County Information Technology Services, provided that Dallas County Information Technology Services does not resell them or allow them to be resold. Pre-existing components of the deliverables are owned by Info-Tech.


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• Info-Tech and its affiliates may use any portion of the deliverables at their discretion, provided that Dallas County Information Technology Services identity and any confidential information are removed.

• Pursuant to Section 2271.002 of the Texas Government Coce, Info The verifies that it: a) does not boycott Israel; and b) will not boycott Israel during the term of this Agreement.

C. PROPOSED TIMELINEInfo-Tech estimates that the entire project will take approximately 8 – 10 weeks to complete. Please see the projected timeline below.

Project Plan

1. Project ScopingKick-Off with Project Sponsors Project Planning and Scheduling

Collect Process Documentation

Launch Data-Driven Diagnostic Programs

2. Business Context and Alignment

Conduct Business Stakeholder Interviews

Validate Corporate Goals and Objectives

Identify Macrotrends and External Factors

Evaluate Key Themes

3. Review Current State

Appraise Current IT Strategy

Build the Business Capability Maps

Identify Operational Pain Points

Document Current Capability Performance

4. Review Target StateRefine IT Mission, Objectives and GoalsAlign IT Governance to Mission, Objectives and GoalsAnalyze Application PortfolioEvaluate Gaps and Develop Recommendations

5. Establish RoadmapAssess Business Priorities, Risk, CM.

Prepare Strategic Roadmap

Finalize Strategic Plan / Discuss Governance

Develop Strategic Communication and CM Plan

High level Governance guidelines

Week 10Dallas County - IT Strategy & Roadmap Development

Week 5 Week 6 Week 8 Week 9Week 1 Week 2 Week 3 Week 4 Week 7

Target

Project Schedule

Documentation Checklist

List of External and Business Drivers

Key Macro Trends

Current State Report

Business Capability Map

Target State

Governance

Strategic Plan and Roadmap

Target

Launch Diaganostics

Key pain points/challenges

IT Mission,


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D. PRICE PROPOSAL

The professional fees to complete the engagement as described in this proposal will be $135,000

USD plus any applicable taxes, travel expenses and other expenses. Fees will be invoiced against

Dallas County Information Technology Services Purchase Order in the following manner:

Consulting Activity Invoice Amount (USD)

Phase 1 – Project Scoping $10,000

Phase 2 – Business/IT Alignment Assessment $35,500

Phase 3 – Review Current State $32,000

Phase 4 – Build Target State $40,500

Phase 5 – Establish Roadmap $17,000

TOTAL CONSULTING SERVICES FEES $135,000

Info-Tech Membership Quantity Invoice Amount (USD)Starter Package (1 year Membership):

1 Leadership Seat4 Team Seats

1 $24,000

GSA Rate 5.00% -$1,200

Subtotal $22,800

TOTAL MEMBERSHIP ESTIMATE $22,972.29

Total Consulting + Membership Fees $ 157,972.29

Info-Tech will invoice as per the governing agreement. Info-Tech expects the engagement to be delivered remotely; if that

changes Info-Tech will provide estimates for travel Fees are contingent upon proposed scope; these fees will be revisited

should the scope be change


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The following are the professional fees associated with the approach detailed above.

The total price for this engagement will be billed according to time and materials, not to exceed USD $157,972. This cost includes fees, travel, and an annual membership; the price does not include any applicable taxes. Any changes to the scope and their related impact to fees will be agreed upon by both parties.

IN WITNESS WHEREOF this agreement has been entered into by the parties hereto as of ______________________

Info-Tech Research Group Inc. (“Info-Tech”)

Dallas County (“Dallas County IT”)


Name: _____________________________

Title: _____________________________

Date: _____________________________



Name: _____________________________

Title: _____________________________

Date: _____________________________


Recommended:

By: ___________________________Melissa Kraft CIO

APPROVED AS TO FORM*:

JOHN CREUZOTDALLAS COUNTY DISTRICT ATTORNEY

__________________________By: Chong Choe

Assistant District Attorney

* BY LAW, THE DALLAS COUNTY DISTRICT ATTORNEY’S OFFICE MAY ONLY ADVISE OR APPROVE CONTRACTS OR LEGAL DOCUMENTS ON BEHALF OF ITS CLIENTS. IT MAY NOT ADVISE OR APPROVE A CONTRACT OR LEGAL DOCUMENT ON BEHALF OF OTHER PARTIES. OUR REVIEW OF THIS DOCUMENT WAS CONDUCTED SOLELY FROM THE LEGAL PERSPECTIVE OF OUR CLIENT. OUR APPROVAL OF THIS DOCUMENT WAS OFFERED SOLELY FOR THE BENEFIT OF OUR CLIENT. OTHER PARTIES SHOULD NOT RELY ON THIS APPROVAL, AND SHOULD SEEK REVIEW AND APPROVAL BY THEIR OWN RESPECTIVE ATTORNEY(S).


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E. APPENDIX – ABOUT INFO-TECH RESEARCH GROUP

COMPANY OVERVIEW

Info-Tech Research Group (Info-Tech) is a full-service professional IT Research and Specialized Services firm. Our services include technology-based business research, industry-specific reports, best practice methodologies, benchmarking and market analysis research. Info-Tech’s Professional Specialized Services offer a practical approach to complex IT and business issues. Our consultants, including veteran IT professionals and CIOs, who work side-by-side with you and your team in a co-operative approach that delivers results and leaves you with the tools for continued success.

As a research firm that focuses on the issues and challenges of the complex IT market, Info-Tech understands the specific situations and constraints that IT professionals face on a daily basis. To complement our written research, Info-Tech provides Specialized Services. These services provide our clients with more personalized offerings that can be tailored to their specific needs, including sharing insights with our vendors.

INFO-TECH’S PROFESSIONAL SERVICES PRACTICE

Info-Tech’s professional services practice is unique in that it blends the knowledge and experience of a research firm, with the methodology and proven delivery capabilities of a large consultancy, while maintaining the flexibility and effective pricing of a smaller organization. Also, because we are a research organization, our ongoing coverage of the complete range of IT solutions means we have

a view to the future and can help your organization in understanding not only its current needs, but its future ones as well.

AN INDEPENDENT PARTNER WITH DEEP EXPERIENCE IN IT STRATEGY DEVELOPMENT

Info-Tech has extensive experience working with clients on large scale enterprise transformation initiatives, including business process management, current and future state assessment, service metric development, application portfolio management and IT strategy. Each of our lead consultants bring more than 20 years of experience and come from a wide variety of organizational, functional disciplines with a mix of strategic planning, IT infrastructure assessment, IT architecture, and service management. We understand the importance of integrating


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business functions, identifying process and functional gaps and building an enterprise portfolio that promotes growth and diversity. In the execution of this engagement, Info-Tech will use its proven research, tools and templates. We have incorporated this deep knowledge, including best practices, into our methodology and Data Driven Research and Analysis Tools.

We also work with thousands of public and private sector organizations daily to understand technology challenges, and how they can be and are addressed. We have worked with numerous local government agencies and have provided a representative list of engagements in our proposal.

Our proposed project approach will be leveraging our IT Strategy framework to assist in the development of an IT Strategy for Washing County ITS. To achieve these goals, our team will work with your team during the engagement to:

Establish Dallas County ITS’ strategic roadmap. Customize strategic tools and templates. Reflect generally accepted industry trends, best practices and pragmatic

experience from similar companies.

Info-Tech is a 100% solely owned private company which has grown organically since its founding. The company complements its research with advisory and consulting services that provide clients best practices and pragmatic (“how to”) experience. All of our research analysts do client work outside, in addition to numerous daily analyst client phone calls, plus publications–thereby ensuring the highest level of quality and relevance. Info-Tech is consistently ranked as a market leader in terms of our “ability to execute”.

Our services offer various levels of support to best suit your organization’s needs. Info-Tech has a vast amount of research that it allows clients to leverage to do it themselves with toolkits or “GI’s”, called guided implementations on the phone with analysts.


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However, this SOW is tailored to provide DALLAS COUNTY a combination of workshop and consulting capabilities that leverage our latest research and best practices from a wealth of client experience and industry knowhow. We also leverage partners to provide additional depth as required. Info-Tech’s Consulting Services provide the flexibility to help our clients achieve desired results either by going deep into solutions or going wide across their IT division or organization.

Professional Services for the New IT Strategic Plan

Documents

Transcript of Professional Services for the New IT Strategic Plan