Aligning Your Organization's Strategic Direction, Roadmaps, and Technology, ASAE #Tech16
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Transcript of Aligning Your Organization's Strategic Direction, Roadmaps, and Technology, ASAE #Tech16
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Aligning Your Organiza9on’s Strategic Direc9on, Roadmaps, and Technology 14 December 2016, 3pm
Duane Degler, Design for Context @design4context Slides available online: http://designforcontext.com/insights/asaetech2016strategy
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context 2
• Before GPS, we used prior knowledge and maps to plan in advance
• Now, we iden9fy a des9na9on and route planning is dynamic
• Hazards and unexpected changes are adjusted dynamically as we progress
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context 3
• Associa9ons are different. How many star9ng points do you have?
• Interim milestones and external responsibili9es create pause-‐points and inter-‐connects along the way.
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context 4
I’m a volunteer for that event”
“I’m changing my member
profile”
“My commi\ee is crea9ng a new
publica9on”
“My commi\ee is crea9ng a new
publica9on”
• “Outside In” perspec9ve
• Your members, a\endees, subscribers, and volunteers have their own points where they engage with you, and these cross department boundaries.
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Mo#va#ons, responding to internal/external situa#ons
• Internal efficiencies
• New offerings or internal collabora9ons
• External partnerships
one-‐offs or duplicated efforts
5
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Elements of an approach
• Establish a vision • Why? Understand the problems / opportuni9es
• What? Consensus
• How? Priori9es and collabora9ons • Understand your resources
• Users, environment, content, data, technology
• Budget, team, commitment
• Roadmap: Plan your route(s) • Internal and external drivers • Consider priori9es, dependencies, capabili9es
• Establish sustainable technology support
6
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
ESTABLISH A VISION
• Facilita9on
• Vision
• Keeping the Vision alive
7
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Facilita#on
8
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Key points about facilita#on
• Be interac9ve – it’s not a mee,ng
• Process and ground-‐rules are your friend • Be true to the spirit of what is said
• Objec9fy comments
• Capture ideas in ways that other people can relate to them
• When you’re in the room, you build a shared perspec9ve. Make it easy for others to share, too.
• Challenges • Blending professional associa9on people and domain people
• Facilita9on roles vary with power dynamics
9
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Vision prototype – making Vision tangible (example)
10
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Who are the keepers of your vision?
• A/er facilita5ng the crea5on of a vision for a redesign or new product, who becomes responsible for keeping the vision alive?
• You may assume it is a responsible department or Product Manager… but it may not be who you think.
• Who carries the passion? Who advocates? Who cares?
11
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Establish a vision
Establish a Vision
12
Understand your resources
Roadmap: Plan your route(s)
Establish sustainable technologies
Internal efficiencies New offerings/ collabora,ons
External partnerships
Ac9ve facilita9on with everyone, focused on goals
Foster a shared understanding of stakeholder needs
Explore common aspira9ons, needs, and capabili9es
Approach
Mo,va,ons
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
UNDERSTAND RESOURCES
• Users
• Environment
• Content
• Data
• Technology
13
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Understand your Users
• Engage users at every point in the process
• Don’t just ask what people want… discover what they need • Perspec9ves • Mental models
• Priori9es • Goals / outcomes
• Involve both regular, commi\ed users and new users as part of each engagement
• Make it part of your rou9ne
14
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Understand your Environment
• How is your environment shiming? What are people telling you? • Listen to your members, volunteers, a\endees, as well as non-‐members in the domain
• What are your peers doing? What can you learn?
• Are there analogues to your opera9ng model? • Some9mes, looking outside your usual peer group is instruc9ve
• How can you monitor this – proac9vely – over 9me?
15
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Understand your Content and Data
• What is valuable? • To your members / stakeholders / users
• To the larger domain / profession you serve
• To your bo\om line
• To the opera9on of the systems and the organiza9on
• How do you define “quality”?
• How do you define “relevance”?
• Who is responsible? When?
16
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Understand your Technology
• What is serving you well?
• Where is the data able to be decoupled from the plaporms? Where is it very 9ghtly coupled?
• What creates a drain on your resources?
• How long can you run with it – without risk – if you have to?
• How do you support and build on your internal team skills?
17
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Establish a vision
Understand Resources
18
Understand your resources
Roadmap: Plan your route(s)
Establish sustainable technologies
Internal efficiencies New offerings/ collabora,ons
External partnerships
Surface common language, needs and unique perspec9ves
Consider mul9ple uses of content
and data resources
Iden9fy gaps, alignments, and
needs for harmoniza9on
Approach
Mo,va,ons
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
PLAN YOUR ROUTE(S)
• Create and manage your roadmap
• Coordinate ac9ons among working teams
• Keep everyone grounded in the organiza9onal view
19
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Roadmap
From 100’s of comments, inputs, requirements
To a deep spreadsheet where they are organized
To a one-‐page summary, used monthly
To a simple, graphical execu9ve reference point
20
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Establish a usable roadmap
Group Short Term Mid-‐Term Long-‐Term Framework Clarify structure,
naviga9on Streamline look and feel
Streamline access levels
Expand access for external users
Establish interac9on model between elements
Enhance interac9ons between element
Define complex interac9ons elements
Customer/Prospect DB
Consolidated data Develop base view Enhanced, context sensi9ve views and access points
Develop responsive view
Further develop tools and views
Iden9fy views and access points
Support history tracking dependencies
Communica#ons Iden9fy types and priori9es
Integrated views independent of mechanism
Clarify views and rela9onships
Support history tracking dependencies
Automate response op9ons
Define model with person and issues
Integrate with 3rd party tools
Workflow Iden9fy rules and user interac9ons
Build rules engine Define work management op9ons
Build work management op9ons
Establish interac9on model
Build base no9fica9ons and access points
Enhance no9fica9on and access points
Group Short Term Mid-‐Term Long-‐Term Framework Clarify structure,
naviga9on Streamline look and feel
Streamline access levels
Expand access for external users
Establish interac9on model between elements
Enhance interac9ons between element
Introduce 2nd 9er interac9ons elements
Finalize machine learning framework
Member/Volunteer DB
Consolidated data Develop base view Enhanced, context sensi9ve views and access points
Develop repor9ng views for dashboard
Further develop tools and views
Add cloud-‐based abstrac9on layer
Iden9fy views and access points
Support history tracking dependencies
Communica#ons Iden9fy types and priori9es
Integrated views independent of mechanism
Clarify views and rela9onships
Support history tracking dependencies
Automate response op9ons
Define model with person and issues
Integrate with 3rd party tools
Workflow Iden9fy rules and user interac9ons
Build rules engine Define work management op9ons
Build work management op9ons
Re-‐evaluate performance metrics
Establish interac9on model
Build base no9fica9ons and access points
Provide API for customer integra9ons
Enhance no9fica9on and access points
Completed In progress At risk
21
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Emphasize priori#es within larger ini#a#ves
22
Phase 1 Phase 2 Phase 3
1. People (Member/Volunteer DB)
2. Communica9ons
3. Workflow
4. Knowledge Base
5. Issue Tracking
6. Membership ini9a9ves
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Balance effort across working groups
23
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Bind business and technology views of a project
24
MEM
BER
MEM
BER SERV
ICES REPRE
SENTA
TIVE
Epic #21: Process a member request
Request a service
Member found?
Epic #15: Create new member
Find available services
Service available?
Address valid?
Receive new service request
US #1032 Find
member record
US #1041
Verify address
US #1016 US #1017
Edit address
US #1018
Browse services
US #1058
Search services
US #1059
Preview a service
US #1060 View
recommenda9ons
US #1061 Submit service request
US #1035 US #1033
Receive confirma9on
US #1036
US #1042
US #1034
Yes
No
Yes
No
Yes
No
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Establish a vision
Plan Your Route(s)
25
Understand your resources
Roadmap: Plan your route(s)
Establish sustainable technologies
Internal efficiencies New offerings/ collabora,ons
External partnerships
Manage change while suppor9ng exis9ng services
Expose richer themes, more heterogeneous
offerings
Ar9culate / sync responsibili9es and
capabili9es
Approach
Mo,va,ons
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
ESTABLISH SUSTAINABLE TECHNOLOGIES
• Move legacy systems off the cri9cal path
• Create a sustainable ecosystem
• Enable flexible data
• Build rich rela9onships across the organiza9on
26
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Harmonize and foster flexibility
27
Separate data management
from data delivery.
This helps take
legacy system changes off the critical path.
Ecosystem Translation
& Integration Pipeline
Digital Access Facility
APIs, end-
points
Identity Mgmt
Rights Mgmt
Content & Asset
Management
Data History Store
Common Graph Store Application
Layer
Data managing
applications
End user (internal & external)
applications
Sources Layer
Infrastructure, data storage,
legacy applications
External data
sources
Models, Vocabs
Relationship Manager
SUSTAINABILITY
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Linked Data is “Next Gen”
28
Paper records
• Filing systems • Manual coding
RDb
• Data models (omen proprietary)
XML
• Schemas • Controlled vocabularies
<xml />
RDF
• Ontologies • Shared vocabularies
Organiza,on
Structure, Math
Independence
Expressiveness
Collec9ons RDB
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Many different names… but one essen#al nature
29
It’s about the rela,onships
Linked Data Graph Data
Seman9c Web
Knowledge Graph Open Graph Schema.org
Subject (a noun)
Object (a noun)
Predicate (a verb)
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Consider Linked Data’s Value
• Do more with your own content • Eliminate data/info silos
• Improve access to informa9on resources
• Enhance the member’s experience
• Serve new audiences • Manage content and programs more flexibly
• Enhance/extend your ins9tu9onal rela9onships • Combine your data/informa9on resources with 3rd par9es
• Offer “open content” for easy reuse by others • Gather new insights about how data is used • Collaborate to create new resources
30
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Shared meaning
31
Local Vocabulary
Shared Vocabulary
Your organiza9ons are focal points for domains and subjects. So your local vocabularies can become norms for broad shared vocabularies.
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Establish a vision
Establish Sustainable Technologies
32
Understand your resources
Roadmap: Plan your route(s)
Establish sustainable technologies
Internal efficiencies New offerings/ collabora,ons
External partnerships
Separate data management from
delivery
Separate data management from
delivery
Become a “hub” for domain/industry
ac9vity
Approach
Mo,va,ons
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
PUT IT IN GEAR AND GO
33
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Principles to support coordina#on
• Communica9on • Team
• Stakeholder • Cons9tuents
• Consistency of language • Simple language, used consistency, builds commitment
• Avoid “oh, we call it this… what do you call it?”
• Culture of honest flexibility • Avoid “date-‐before-‐value” mentality, even where deadlines ma\er
• Listen to feedback and perspec9ves
34
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Keep the big picture in mind
35
Vision
Org / Business Perspec9ves
Specific Project Perspec9ves
Project Approach
Design Approach
Design Specifics
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Nurture champions
36
Cul9vate seeds of
understanding, ownership, and
advocacy.
Who cares?
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Establish a vision
Align Strategic Direc#on, Roadmaps, Technology
37
Understand your resources
Roadmap: Plan your route(s)
Establish sustainable technologies
Internal efficiencies
Ac9ve facilita9on with everyone, focused on goals
New offerings/ collabora,ons
External partnerships
Foster a shared understanding of stakeholder needs
Explore common aspira9ons, needs, and capabili9es
Surface common language, needs and unique perspec9ves
Consider mul9ple uses of content
and data resources
Iden9fy gaps, alignments, and
needs for harmoniza9on
Manage change while suppor9ng exis9ng services
Expose richer themes, more heterogeneous
offerings
Ar9culate / sync responsibili9es and
capabili9es
Separate data management from
delivery
Separate data management from
delivery
Become a “hub” for domain/industry
ac9vity
Approach
Mo,va,ons
ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context
Aligning Your Organiza9on’s Strategic Direc9on, Roadmaps, and Technology Duane Degler
Design for Context
@design4context
Slides available online: http://designforcontext.com/insights/asaetech2016strategy