Post on 11-Oct-2020
Annual Technology PlanningFY19-20 Program Briefing
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▪ Program Purpose
▪ Cost Guide: Do I or Don’t I?
▪ FY 18-19 Cycle Results
▪ Program Governance & Processes
▪ Preparing Tech-Plans
▪ Submission Due Date
▪ Support Website
▪ Questions
Agenda
• Financial Analysis Template
• Business Case Template
PROGRAM PURPOSE3
Program Purpose
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Business Technology
Value
Cost Guide Do I or Don’t I?
$750,000 threshold based on an aggregate
five-year total cost projection
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FY 18-19 Cycle Results
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FY 18-19 Cycle Results
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FY 18-19 Cycle Results
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Program Governance & Process
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Templates
Procedures
Regulations
A.R. 1.94 Business
Investment Framework
B1.5.2
FY19-20 Tech Plan Procedure
Business Case Template
Financial Analysis Template
Strategic Alignment & Risk
Score Matrix
B1.5.6
Business Investment Board
Presentation Procedure
B1.5.1 Business
Investment Request Procedure
Program Governance & Process
Does it reduce cost?
Does it increase efficiencies?
Does it increase revenue?
Does it mitigate risk?
Does it improve customer service?
Does it resolve compliance issues?
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Measuring Stick Criteria
Sample Heat Risk Map
Program Governance & Process
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Life Safety
Public Facing Services
City Reputation
Information Security
Internal Services
Staff Resources
Vendor Support
Budget
Program Governance & Process
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Plan Submissions
Jul – Sep
Business & Architecture Review
Sep – Nov
Advisory & Investment Decision
Dec – Jan
PREPARING YOUR TECH PLANFinancial Analysis Template
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Financial Analysis Template
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Financial Analysis Template
List all cost for each solution option
List both initial & maintenance costs
Categories
• Hardware
• Software
• External Professional Services
• Internal City Staff Services
• Internal ITS Staff Services
• Other Costs
• Contingency
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Financial Analysis Template
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Financial Analysis Template
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PREPARING YOUR TECH PLANBusiness Case Template
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Problem or Opportunity Statement
State the problem and/or opportunity
Ensure that your problem and/or opportunity statement is clear and concise.
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Business Case Template
Problem or Opportunity Statement
✓ The problem is… ✓ The opportunity is…
Research Methodology
Approach
Assessment Team & Resources
Assumptions
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Business Case Template
• What methodology do we use?• Who do we need on the team?• What assumptions are we making?
Needs Analysis
Strategy
Current State
Current State Challenges
Desired Future State
Governance
Metrics
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Business Case Template
• What is our current strategy? • What is our current state?• What are our challenges?• What does the future look like?• How are we governed?• What’s our KPIs?• How are they measured?
Business Case Template
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Solution Options
Scope
Schedule
Resource Needs
Desired Outcomes
Business Value
Organizational Impact
Business Case Template
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Reduce Costs
Increase Efficiencies
Increase Revenue
Mitigate Risk
Improve Customer Service
Resolve Compliance Issues
Strategic Alignment
Financials
Investment
Operating Costs
Funding Source
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Business Case Template
Financial Analysis Template
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Business Case Template
Recommended Solution
Provide the best solution
Describe why this is the best solution
Give three to five milestones with dates
Define the next steps
Define what decision(s) are needed
Define what areas of the organization the decision(s) are needed
Submission Due Date
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Tech-Plans for FY 2019-20
must be submitted to ITS by
September 14th
for consideration by the
Business Investment Board
-A.R.1.94
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Support Website techplan.phoenix.gov
TECHPLAN@PHOENIX.GOVPlease email any questions to:
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We are here to help
TECHPLAN.PHOENIX.GOV