Technical Advisory Council September 2003 Update
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Transcript of Technical Advisory Council September 2003 Update
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Technical Advisory Council
September 2003 Update
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Urban League Mission
The Urban League of Central Carolinas, Inc.'s mission is to promote economic self-sufficiency among African-American families and racial inclusion in our communities. It is a multi-service, non-profit Agency, organized in 1978.
The Agency fulfills its mission by providing services in four target areas: Workforce Development, Youth Development and Education, Home Ownership Education, Certification and Counseling, and Diversity Management and Consulting. In addition, the Urban League conducts research and programming to promote racial inclusion and advocacy.
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Objectives of the TAC
The Technical Advisory Council (TAC) was formed in November 2002 to serve as the key executive advisory council to the Urban League to provide advice and support on all of its Information Technology (IT) needs.
These needs include assistance in maintaining and improving IT equipment and software related to administration and program operations, and assistance in building collaborations that can secure ongoing IT resources.
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TAC Participants
The TAC is a volunteer team comprised of senior IT leaders from several prominent Charlotte companies, including:
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Activities Underway
Acentron Technologies jump-started our planning work by providing a current state assessment of the Urban League’s IT environment, along with issues and recommendations for improvement.
Accenture provided a strategic technology planning framework to help the TAC define a prioritized Technology Plan.
Microsoft has engaged a team of 6 engineers that are working on tuning the performance and security of the Urban League’s network.
IBM is investing in the Urban League’s mission by providing 4 new NetVista PCs, with a request for another 10-15 PCs pending.
Wachovia’s eCommunities First program is planning a site visit during the week of Sept 15th to evaluate the agency’s request for infrastructure and software to provide basic computer training along with financial management education.
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Strategic Technology Planning Process
The team adopted a strategic planning framework provided by Accenture to define a prioritized Technology Plan that ensures a prioritized focus on improvement initiatives that will yield the greatest benefit with the greatest probability of success.
The output of the strategic planning framework was a set of project initiatives placed on a matrix of “pain relief” and “feasibility to fix” that indicates the best places to focus our initial improvement efforts.
While approximately 35 separate initiatives emerged from this strategic planning work, we identified 9 projects that will be pursued immediately.
The prioritized technology plan provides a starting point as well as a long-term roadmap for current and future TAC volunteers to follow.
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Current Environment
Target Environment
Gap & Impact Analysis
Prioritized Technology
Plan
Current Initiatives
May - June June - July July - August
As-Is DepictionArchitecture AssessmentProcess AssessmentApplication AdequacyHardware Adequacy
3-Year DepictionGuiding Principles“Organization”
InventoryTarget Alignment
Gap AnalysisImpact AssessmentInitial Prioritization
BenefitEffortSkillsTimeframeDependencies
Strategic Technology Planning Framework
We are here
8 “Pain Relief”
Feasi
bili
ty t
o E
xecu
te
High
Low
HighLow
• Recruiting Volunteers
• Org Definitions
• Governance
• Security Mgmt
• User Admin.
• Backup / Storage
• DR Processes
•UPS / GeneratorOutput Mgmt. / Queue
Output / Printer
Competency Dev.
• Inventory Mgmt / Assets & Licenses
• Configuration Mgmt
• Standard Desktop Image
• Software Distribution
• Change Control
• Reporting
Data Consolidation & Integration
Network Performance Monitoring & Tuning
Application Mgmt.
IT Strategic
IT Capability
Executive Expectations
Project & Program Mgmt.
Vendor Mgmt.
Communications
Database Mgmt.
Database Backup
Policies / Standards
Financial Admin.
Demand Mgmt. / Priorities
Regulatory Compliance
Capacity – Data Capture
Capacity – Data Collection
Service Desk / SD Database
Resource Forecasting
Wiring / Cabling
Service Desk – SD Reporting
Service Desk – SD Workflow
Service Desk – Incident Querying
Capability Dev. – Build & Test
Capability Dev. - Analysis
Capability Dev. - Design
Operations Data Arch.
“Pain Relief” & “Feasibility” Matrix
The projects in bold boxes indicates Wave 1 & 2 Projects that will be pursued immediately. Other initiatives will be pursued later.
9 Input: Summarized Gaps & Impacts
Process: Prioritize based on Feasibility & Impact; Lay out plan based on capacity and skills
Output: Summarized IT Initiative Plan
HighInfrastructure
Development Management
Legend
Wave 2
Wave 1
“Fe
asib
ilit
y”
(rel
ati
ve)
Low
High
ConfigurationMgmt
Recruiting Volunteers
StandardizedProject Mgmt
Data Consolidation& Integration
Wave 1 Prioritized & Organized Projects
1. Technology Backup / Disaster Recovery
2. Infrastructure Security
3. Inventory & Asset Management
4. Network Performance Tuning
Wave 2 Projects
• Recruiting Technology Volunteers
• Project / Program Management
• Configuration Management
• Data Consolidation & Integration
• Executive Expectations Management
InfrastructureSecurity
“Pain Relief”(relative)
Plan
Develop Rotation Schedule
2003Jul Aug Sept Oct Nov Dec
2004Q1 Q2 Q3 Q4
2005Q1 Q2 Q3 Q4
2006Q1 Q2 Q3 Q4
Develop Plan
Ongoing Operations
Educate / Inform UsersUpdate User Profiles
Begin New Rotation
Define Security StandardsUpdate Router & Server Settings
Verify Tape Drives
Technology Backup / Disaster Recovery
Infrastructure Security
Network Performance Tuning
PR
OJE
CT
S
Verify Volume Defn’s
TBD
Inventory & Asset Management
SAMPLE DELIV
ERABLE
Next Step: Execution Plan for Wave 1
Backup / DRInventory & Asset Mgmt
Network PerformanceTuning
ExecutiveExpectationsMgmt
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Initiative Priorities – Wave 1
Technology Backup / Disaster Recovery Verify backup scope, schedule and offsite rotation plan Verify appropriate backup power source Document Disaster Recovery processes
Infrastructure Security Define and update network security & passwords Improve user security administration
Inventory & Asset Management Inventory the Urban League’s hardware and software assets Inventory and manage software licenses
Network Performance Tuning Evaluate network performance and design Update network configuration to optimize performance
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Initiative Priorities – Wave 2
Recruiting Technology Volunteers Define required roles & skill sets Define skill qualifications for screening volunteers Equip TAC and other agency members with marketing tools Define point of contact and engagement process
Project / Program Management Define project mgmt processes and templates Define program mgmt guidelines
Configuration Management Define processes & tools for software distribution, file transfer,
maintenance of standard desktop image, change control and reporting
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Initiative Priorities – Wave 2 (cont’d.)
Data Consolidation & Integration Analyze data collection processes and tools in place today Define systems for consolidation & integration Evaluate and select target database environment & schema Define user interface for integrated systems
Executive Expectations Management Develop and update management communications regarding TAC
progress and plans Present updates to agency executive management as needed Coordinate with the Urban League’s Strategic Business plan
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Volunteer Skills Needed
Currently, based on our list of projects, we are seeking qualified volunteers with skills in the following areas:
Disaster recovery planning Windows server administration IT asset inventory tools & process Network wiring, design and performance tuning Symantec anti-virus administration CISCO Router Administration MS Exchange MS Office MS Access / SQL Server / Database Administration Project & Program Management Expertise
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Enablers
Several processes must be defined prior to engaging volunteers:
Recruitment materials must be finalized and distributed We need a process to qualify candidates (TAC Review) We need some minimum project guidelines
• Project Manager named for each initiative• Scope & Definition• Technical Design• Roster• Schedule
All volunteers must be assigned and all work must be coordinated through the project managers, until Configuration Management and a Service Desk process are in place. At that time, we will have a process for issuing trouble tickets and matching tickets with available support resources.
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How to Get Involved
1. Ensure that you have at least 2 hours per week (or 1 day per month) available to dedicate to the effort.
2. Contact Sheila Funderburke or Gene Buccelli at (704) 373-2256 ( [email protected] , [email protected] ) to let us know you’re interested and which project you’d like to work on.
3. Submit a skills inventory or resume and times that you are available to work
4. The TAC will assign you to your requested project team or may suggest other projects that need your help.
5. The project manager for your project will contact you to schedule time for you to volunteer.
6. You’ll help improve the effectiveness of the agency’s IT environment, and benefit all of its stakeholders!
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For More Information Contact…
Name Company Phone Email
Gene Buccelli Urban League of Central Carolinas 704-373-2256 [email protected]
D. Grayson Blair Accenture 704-370-5645 [email protected]
Dwayne Bradley Acentron Technologies 704-382-7142 [email protected]
Sheila Funderburke Urban League of Central Carolinas 704-373-2256 [email protected]
Aaron Gani Wachovia 704-590-0376 [email protected]
Kimberly Hanson Microsoft 980-776-6525 [email protected]
Mary Ann Haskett Acentron Technologies 704-335-0030 [email protected]
Kim F. Johnson Premier, Inc. 704-733-5487 [email protected]
Tom Mataconis Accenture 704-370-5612 [email protected]
Aaron Means IBM 704-594-3522 [email protected]
Robert Ortega Wachovia 704-715-8060 [email protected]
Stacey Pinson SAN Direct 704-423-5765 [email protected]
Vern Scoggins Microsoft 980-776-6524 [email protected]
Dan Springer Acentron Technologies 704-335-0030 [email protected]
Bill Taggart Wachovia / Info-One 704-943-4215 [email protected]
Gunhan Tatman Microsoft 980-776-6548 [email protected]
Brian Williams Bank of America 704-388-8034 [email protected]
Theresa Wilson Wachovia 704-383-9256 [email protected]