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![Page 1: Office of Technical Assistance (OTA)1 FIU Development Supporting FIU Operations with effective Information Technology 2004.](https://reader036.fdocuments.us/reader036/viewer/2022072016/56649efa5503460f94c0bc7d/html5/thumbnails/1.jpg)
Office of Technical Assistance (OTA) 1
FIU Development
Supporting FIU Operations
with effective
Information Technology2004
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Office of Technical Assistance (OTA) 2
Overview
• Organizational Structure & Operations
– Roles & Responsibilities
– Organizational Structures
– Reporting Structures
– Etc.
• Technology Strategy
– Management
– Coordination of Activities
– System Development
– Contractors / Vendors
– Knowledge Transfer
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Office of Technical Assistance (OTA) 3
Outcome
• Enhanced understanding of roles and responsibilities.
• Increased internal organizational cooperation and decreased departmental overlap.
• Motivation to pursue development of business process as a long term activity.
Every FIU has specific needs and environmental influences. The key to an effective organization is communication and planning.
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Office of Technical Assistance (OTA) 4
Technology Strategy
• Management
• Coordination of Activities
• System Development
• Contractors / Vendors
• Knowledge Transfer
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Office of Technical Assistance (OTA) 5Operations
Architecture
Strategy
Governance
Flexibility
Management
Quality
Visionar
yP
ragmati
c
Technology VisionTechnology Strategy
VisionMission
ConstitutionLinkages
Technology ArchitectureDevelopment Services
Engineering and Deployment
Technology Research
Program Management
Critical Ongoing Concerns of an Effective Organization
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Office of Technical Assistance (OTA) 6
Management
“Provide the vision, leadership, and technical means to implement and support the strategic architecture and emerging technologies in support of the John Hancock current and long-term business strategy.”
Our goal is to make it easy to develop, integrate, and implement business applications aligned to JH Architecture standards.
Vision Mission
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Office of Technical Assistance (OTA) 7
Coordination of Activities
• Planning and Management
• Determine resources and groups
• Levels of involvement/time requirements
• Levels of responsibility/accountability
• Effective and efficient (avoid complexity)
• Status and Updates
• Above all - Communication
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Office of Technical Assistance (OTA) 8
Coordination of Activities
Development Priorities&
Application Architecture
ApplicationDevelopment
Operations&
CustomerService
Infrastructure Development&
Technical Architecture
ProgramOffice
Development
SupportServicesto users
Technology
Services
Within the Technology Department
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Office of Technical Assistance (OTA) 9
Coordination of ActivitiesBetween IT and the rest of the organization.
Operations&
CustomerService
SupportServicesto users
FIUManagement
AdministrationLegal
AnalysisInternational Relations
Etc.
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Office of Technical Assistance (OTA) 10
System Development
• Coordination among FIU departments to develop “requirements”
• Phased development approach
• Iterative process versus “waterfall”
• Functionality and development review– “what will this do for us” / “where are we now”
• Milestones and sanity checks
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Office of Technical Assistance (OTA) 11
System Development
Risk
Time
Requirements
Design
Code & Test
Implement
Subsystem Test
Waterfall Development
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Office of Technical Assistance (OTA) 12
System Development
Iterative Development
Rational Unified Process 2000, Rational Software
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Office of Technical Assistance (OTA) 13
Contractors / Vendors
• Know what you need before talking to potential vendors.
• Do your homework. Who can provide what you need effectively and affordably.
• Follow a “model” for establishing the Conditions of Satisfaction (COS)
• Establish contract(s) and service level agreements (SLAs) that reflect the COS.
• Manage vendors by monitoring SLAs & COS.
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Office of Technical Assistance (OTA) 14
Process Model
Customer Performer
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Office of Technical Assistance (OTA) 15
Preparation Negotiation
PerformanceAcceptance
Customer Performer
Request or Offer
Commitment
Declaration of Completion
Declaration of Satisfaction
Conditions of
Satisfaction
Process Model
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Office of Technical Assistance (OTA) 16
Customer
C PCOSC PCOS
C PCOS
C PCOSC PCOS
PerformerConditions
of Satisfaction
Process Model
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Office of Technical Assistance (OTA) 17
? ?•Performer
• Do performers have the right skills to fulfill the conditions of satisfaction
• How will the Request/Offer stage begin and carried out:
• Who will contract & who is the customer?
• Clear communications of Processes?• Roles and responsibilities• Etc.
• Is FIU Management clear about vendor offers?
• How do you enable negotiation?• Are alternatives clear?• Do you counteroffer or just say no?• How do you determine COS?
• Is Management kept informed of progress? (who is kept informed?)
• Does everyone involved know who the customer is and do they understand the COS
• How will Management handle completion / transition?
• Are there SLAs in place?
• How does the vendor ensure Management’s satisfaction?
Diagnosis
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Office of Technical Assistance (OTA) 18
Knowledge Transfer
• Phased development and implementation• Transfer of knowledge during all phases• SLAs should ensure transfer
– Day to day– Documentation
• Vendors should provide support (SLAs)– FOC– “One-off” / “as needed”– Follow-on contract(s)
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Office of Technical Assistance (OTA) 19
Thank YouJoe BognannoEnforcement Advisor
T: +1 571.275.7480F: +1 703.573.6660
Office of Technical Assistance (OTA)
US Department of the Treasury