What IS Professionals Do

A Case Study of a

Strategic Planning Sales Presentation

PROPOSAL TO Your Firm

for

Strategic Business Planning Strategic Information Technology Planning

Information Technology Implementation Planning

September 2xxx

What does Your Firm want?

From business planning• Reusable process producing implementable strategies & plans• Direction & strategies permitting Your Firm to:

Earn a fair return for stockholders while maintaining social responsibility contributing to national development

eq. High productivity with high ethics Retain & develop quality staff

eq. High morale with good career pathing Achieve a competitive advantage through effective planning

From IT planning • Reusable process producing implementable strategies & plans • Direction & strategies permitting Your Firm to:

Ensure that information systems effectively support operations & management

Ensure that IT investments are efficiently spentUse IT for competitive advantage

S tra te g icO b je ctive s

S tra te g icO b je ctive s

In tegra ted B usiness and IT S tra teg ic P lann ing P rocess

Strategic Business Planning Process

D e sig nR e p e a ta b le

P ro ce ss

Im p a ctA n a lysis

A p p lyP ro ce ss

Strategic IT /IS Planning Process

D e sig nR e p e a ta b le

P ro ce ss

Im p a ctA n a lysis

A p p lyP ro ce ss

Tactical IT/IS Planning Process

D e sig nR e p e a ta b le

P ro ce ss

Im p a ctA n a lysis

A p p lyP ro ce ss

T e a m 'sIn d u stry

K n o w le d g e

T e a m 'sT e ch n o lo g yB a ckg ro u n d

R e so u rceP la n s

P ro je ctP la n sIT /IS

A rch ite ctu re s

IT /ISS tra te g yM issio n

S ta te m e n t

M issio nS ta te m e n t

T e ch n o lo g yS tra te g yM a n a g e m e n t

S tyleO p e ra tio n sS tra te g yO rg a n iza tio n

S tra te g yM ISS tra te g y

Ite ra te

A n a lysis

A n a lysis

P roducing an In tegrated B usiness/IT S tra teg ic P lan

C o m p e tito rsB u sin e ssP ro file s

C u rre n tIT

A rch ite ctu re s

C u rre n tA p p lica tio nP a cka g e s

U tilize T e a m 'sT e ch n o lo g yB a ckg ro u n d

U tilize T e a m 'sIn d u stry

K n o w le d g e

M a n a g e m e n tIn te rvie w s

IT S ta ffIn te rvie w s

U se rIn te rvie w s

D ra ftB u sin e ss

P la n

P re lim in a ryIT /ISP la n

P L A N N IN G

W O R K S H O P

P re lim in a ryB u sin e ss

P la n

D ra ftIT /ISP la n

ITIn te rvie w s

M a n a g e m e n tIn te rvie w s

B u d g e t &Im p a ct

A n a lysis

B u d g e t &Im p a ct

A n a lysis S tra te g icIT /ISP la n

S tra te g icB u sin e ss

P la n

Crossimpact

analysis

Crossimpact

analysis

StrategicBusiness V ision

Strategic Business Planning (Transform ation) Fram ework

O rganizationVision

O rganizationStrategy

ISStrategy

ExistingIS /IT

Strategy

ExistingO rganizational

Form

O rganizationRedesign

HRInitiatives

IS /ITDevelopment

B usiness Transform ation Planning

C hange M anagem ent Process

Vision

Planning

Delivery

IT /ISM issio n

S ta te m e n ts

In form ation Technology S tra teg ic P lanning Process

1 . D e ve lo p B u sin e ss P ro ce ss M o d e ls2 . D e ve lo p IS P ro ce ss M o d e ls

D e fin e S tra te g icR e q u ire m e n ts

3 . A n a lyze C u rre n t In fra stru ctu re a n d S yste m s4 . P r io r itize In fo rm a tio n R e q u ire m e n ts

A sse ss C u rre n tIT /IS E n viro n m e n t

5 . D e ve lo p In fo rm a tio n A rch ite ctu re ( IS )6 . D e ve lo p In fra stru ctu re A rch ite ctu re ( IT )

D e ve lo pA rch ite ctu re s

IT /ISIm p le m e n ta tio n

P la n n in g

Task D e live ra b le s

IT /IS S tra teg ic P lan n ing D e live rab les

IT /ISP la n n in gM a n u a l

IT /ISM issio n

S ta te m e n ts

IT a n d ISM issio n

S ta te m e n ts

M ISS tra te g y

ISM a ste r P la n

ITM a ste r P la n

B u sin e ss S tra te g ie s w ithIT /IS S u p p o rtin gS tra te g ie s

C u rre n t In fra stru ctu re a n dS yste m s A sse ssm e n ts

P rio r itize d W o rk P la n sW o rkflo w , P ro ce ss, a n dD a ta E n tity M o d e ls

A p p lica tio n S o ftw a reS tru ctu re s

H a rd w a re , C o m m m u n u ca tio n s,S yste m s S o fw a re , a n d F a cilityS tru ctu re s

T a ctica lP la n

T a ctica lP la n

T a ctica lP la n s

What are Your Firms Technology & Resource Capabilities

• Effective implementation of deposit transaction processing (however lengthy & expensive)

• Effective & efficient implementation of ATM processing

• Partial financial system implementation

• Current 1960/70’s technology utilization approach not adequate for 1980’s (do it yourself in COBOL)

How Can Y our F irm Im p lem ent the Required New A pplica tions

2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 2 0 1 0

C u rre n t D e p o sit S yste m O p e ra tio n

F in a n cia l Pa cka g e Im p le m e n ta tio n

L o a n Pa cka g e Im p le m e n ta tio n

D e p o sit P a cka g e Im p le m e n ta tio n

P roposed S tra teg ic P lanning P ro ject P lan

B u sin e ss P la n n in g

IT P la n n in g

Im p le m e n ta tio n P la n n in g

Person W eeks Totals

O cto b e r N o ve m b e r D e ce m b e r Ja n u a ry P ro j D ir P ro j M g t P ro j C o n st F EE S

3328

435

12

10101232

$128,000 120,000 136,000$384,000

Counterpart TeamCounterpart Team

CounterpartProject D irector

Project S taffing P lan

ProjectDirector

D r. R o se n th a l

Strateguc BusinessPlanning Team

Strateguc IT Planning Team(Phase I and II)

Project M anager A u stra lia C o n su ltin g S e rv ice s M a n a g e r

Project Consultant M a la ysia

Project Consultant S in g a p o re

Project M anager U S A W e ste rn R e g io n IT C o n su ltin g S e d vice s M g r

Project Consultant M a la ysia

Project Consultant S in g a p o re

WHY C& L?

HIGHLY EXPERIENCED. PRODUCTIVE & RESULTS ORIENTED PROJECT TEAMS

— UNITED STATES EXPERIENCE — AUSTRALSAN & ASEAN EXPERIENCE — MALAYSIAN EXPERIENCE

PROVEN STRATEGIC PLANNING METHODOLOGY — BUSINESS STRATEGY — SYSTEMS STRATEGY — TECHNOLOGY STRATEGY

IMPLEMENTATION PROVEN PEOPLE, METHODOLOGY. AND ORGANISATION