Post on 12-Nov-2014
description
Company
LOGO
Maturing Your PlaniswareChange Management
Processes
9th Planisware Life-Sciences User Conference
Boston, Massachusetts, USA
John Andrew Kossey26-27 May 2010
john_kossey@merck.com
2
Agenda
2. Planisware change management and business (P-CM)
6. Summary: takeaways
4. Key contrasts
5. P-CM maturity levels
3. Business-user proficiency levels
1. Change management: Planisware and IT (IT-CM)
3
Agenda
1. Change management: Planisware and IT (IT-CM)
4Planisware Change Management: Basis
“We are using Planisware.”
5
What is Planisware?
Software application within IT
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Planisware from the eyes of IT
What hardware, OS to deploy?What hardware, OS to deploy?
Shall we assign a virtual server?Shall we assign a virtual server?
How much Oracle tablespace?How much Oracle tablespace?
Who writes Helpdesk scripts, trains techs?Who writes Helpdesk scripts, trains techs?
What belongs in the SLA?What belongs in the SLA?
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Planisware: As Software
Planisware software release (kernel, DLLs, executables)
Planisware software updates
IT
Physical servers, network, OS
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ITIL Workflow
Manpower Information
Workstation Information
Software Information
Reports
Technician
Incident Management
Problem Management
ChangeManagement
Change Manager CAB MemberHelpdesk
Change Worker
Change Management Database
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ITIL v2 Processes
Service Level Service Level ManagementManagement
Availability Availability Management Management
IT Svc Continuity IT Svc Continuity ManagementManagement
Capacity Capacity ManagementManagement
Financial Financial ManagementManagement
Internal IT Business – Facing IT
Change ManagementChange Management
Incident ManagementIncident Management
Configuration Configuration ManagementManagement
Problem ManagementProblem Management
Release ManagementRelease Management
Serv
ice S
up
port S
erv
ice D
eliv
ery
Service DeskService Desk
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ITIL v3 Process Groups
Service Strategy
Service Design
Service Operation
Service Transition
Continual Service Improvement
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ITIL v3 Functions and Processes
Service Design Service OperationService
Transition
Service Catalog Management Event ManagementTransition Planning and
Support
Service Level Management Incident Management Change Management
Capacity Management Request Fulfillment Service Asset & Configuration
Management
Availability Management Problem ManagementRelease Deployment
Management
IT Service Continuity Management
Access Management Service Validation and
Testing
Information Security Management
Operational Activities in other Lifecycle Phases
Evaluation
Supplier Management Service Desk Knowledge Management
Requirements Engineering Technical Management
Data & Information Management
IT Operations Management (Control & Facilities)
Applications Management
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Business is Outside Organization
IT-Organization
ICT Infrastructure Management
IT Service Management
Customer
(Business side)
Enterprise
Application Management
13Change Management in IT Perspective
Workers
Control
Sourcing
Planisware as software
Processes
ROI rationale
Trigger
Process compliance; stability; uptime
Universal; mandated
Strict roles;Frequent handoffs
Customer ticket
Authorize every change
Remote;possibly international
14
Agenda
2. Planisware change management and business (P-CM)
1. Change management: Planisware and IT (IT-CM)
15
Corporate Context for Planisware
“We are also using
Planisware.”
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Corporate Context for Planisware
Project Managers
Business Integrators
Functional Areas
Resource Managers
Franchises
Stakeholders
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What Business Needs from Planisware
Coherent project, resourcing, cost modelCoherent project, resourcing, cost model
Adaptable rate escalations, cost curvesAdaptable rate escalations, cost curves
Progress, probability of successProgress, probability of success
Consolidated capacity, demand reportingConsolidated capacity, demand reporting
Country-level, global-level protocol planningCountry-level, global-level protocol planning
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What is Planisware?
Software application within IT
Enterprise solution that
facilitates business change
without requiring software change
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Planisware: Software and Data
Planisware software release (kernel, DLLs, executables)
Planisware software updates
Project dataCommon files (metadata)
Business model, parameters Business rules, definitions, reports
IT
Bu
sin
ess
Physical servers, network, OS
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Planisware Environment Objects
Business Business model
Data structure
Definition
Business rule
Lookup
Process
Report
File
TechnicalLocal configuration
WBS, RBS, OBS, ect.
Additional attributes, cost field
Named formula, Parameter
Attribute type
Workflow, macro
Style, chart, Dashboard , input screen
Dataset
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Agenda
2. Planisware change management and business (P-CM)
3. Business-user proficiency levels
1. Change management: Planisware and IT (IT-CM)
22
User Proficiency Levels for Planisware
5
4
3
2
1 New user
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User Proficiency Levels for Planisware
Navigates efficiently Comprehends linked Gantt
chart Use styles and create basic
filters
5
4
3
2
1 New user
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User Proficiency Levels for Planisware
2 Business user
1 New user
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User Proficiency Levels for Planisware
creates studies revises project data modifies and creates
styles, business rules may construct
forecasting algorithms
2 Business user
1 New user
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User Proficiency Levels for Planisware
3 Power user
2 Business user
1 New user
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User Proficiency Levels for Planisware
uses application to answer new questions
responds readily to other users’ questions
applies PMI best practices
3 Power user
2 Business user
1 New user
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User Proficiency Levels for Planisware
4 Super user
3 Power user
2 Business user
1 New user
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User Proficiency Levels for Planisware
coordinates and revises breakdown structures
manages user groups and access rights
resolves data distress optimizes business rules and
reports
4 Super user
3 Power user
2 Business user
1 New user
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User Proficiency Levels for Planisware
5 Consulting user
4 Super user
3 Power user
2 Business user
1 New user
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User Proficiency Levels for Planisware
renews business model for evolving needs
mentors business and IT staff
5 Consulting user
4 Super user
3 Power user
2 Business user
1 New user
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Change Management in Perspective
Planisware as software Planisware as data solution
Increase R&D pipelineproductivity
Focused; tailored
Proficiency-basedfor achieving results
Proactive, interactivedata quality improvement
Empowered to make prudent decisions
Embedded in business
Process compliance; stability; uptime
Universal; mandated
Strict roles;Frequent handoffs
Customer ticket
Authorize every change
Remote;possibly international
Workers
Control
Sourcing
Processes
ROI rationale
Trigger
33
Agenda
2. Planisware change management and business (P-CM)
4. Key contrasts
3. Business-user proficiency levels
1. Change management: Planisware and IT (IT-CM)
34Planisware OPX2 and IT Model: Core Mission
Planisware and IT
IT Model is Process-CentricAchieve lower operational
costs for all software
OPX2 is Results-CenteredOPX2 is Results-CenteredDeliver agile, sustained business value
Planisware
IT
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SLAs achieved
Incidents closed
Problems closed
Percentage outsourced
Retirement of application
Value Proposition
Agility to adapt to evolving business needs
Rapid solutions to challenging business
problems
Sustained ROI
Planisware and IT
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IT-CM Treats Applications as Equals*
Application AgnosticApplications follow same IT processProduct distinctives are not relevant
*From the perspective of change, incident, problem, release management processes. Disaster recovery distinctions do not apply here
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Same IT-CM processes apply to all software
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“Battleship mentality”
Vessel is monolithicThick armor is essential for reducing vulnerabilitiesService delivery—firepower—is integral to ship
Vessel is monolithicThick armor is essential for reducing vulnerabilitiesService delivery—firepower—is integral to ship
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“Aircraft Carrier” Mindset Air wing and carrier are interdependentAir wing and carrier are interdependent Updating planes and pilots has little impact on Updating planes and pilots has little impact on
shipship Projection of power extends beyond ship’s Projection of power extends beyond ship’s
presencepresence
40
Agenda
2. Planisware change management and business (P-CM)
4. Key contrasts
5. P-CM maturity levels
3. Business-user proficiency levels
1. Change management: Planisware and IT (IT-CM)
41
Change Management Maturity Levels
4
3
2
1
0
Remiss
42
P-CM Level 0: “Remiss”
BBVendor provides a turn-key installation
AAUnmanagedCM may be “down the road”
Ad hoc decisions occur at a departmental level
CC
DDGetting Planisware working with company projects is the primary priority
43
Change Management Maturity Levels
Rigid
4
3
2
1
0
Remiss
44
P-CM Level 1: “Rigid”
BBEvery request must flow through the IT Helpdesk for metrics and tracking
AABy policy, IT is in complete control of all software
CCFormal Service Level Agreement defines standard response times
DDPlanisware software must adhere to all approved IT service processes
45
Change Management Maturity Levels
Resistant
Rigid
4
3
2
1
0
Remiss
46
P-CM Level 2: “Resistant”
BBBusiness can do limited, defined changes without IT supervision
AAIT makes some accommodation with business for Planisware
CCGovernance remains essentially unilateral
DDBusiness is more a customer than a working partner of IT
47
Change Management Maturity Levels
Responsive
Resistant
Rigid
4
3
2
1
0
Remiss
48
P-CM Level 3: “Responsive”
BBAdvanced Planisware proficiencyresides within the business side
AATactical in plan and execution
CCGovernance is bi-lateral
DDIT handles software releases, database spawning, scheduled batch jobs
49
Change Management Maturity Levels
Revitalizing
Responsive
Resistant
Rigid
4
3
2
1
0
Remiss
50
P-CM Level 4: “Revitalizing”
BBVP champions P-CM; has executive sponsorship
AAStrategic in plan and execution
CCGovernance is multi-lateral
DDEngagement and communication instill trust
51
Agenda
2. Planisware change management and business (P-CM)
6. Summary: takeaways
4. Key contrasts
5. P-CM maturity levels
3. Business-user proficiency levels
1. Change management: Planisware and IT (CM)
52
Recognizing mature change management
LeadersLeadersorchestrateorchestrate
trusttrust
GovernanceGovernanceisis
multi-lateralmulti-lateral
BusinessBusinesssolutionssolutions
occuroccurwith agilitywith agility
BusinessBusinessvalue keepsvalue keepsadvancingadvancing
53
What is Planisware?
Software application within IT
Enterprise solution that
facilitates business change
without requiring software change
54
Change Management Maturity Levels
Revitalizing
Responsive
Resistant
Rigid
4
3
2
1
0
Remiss
55
P-CM and IT-CM Scope
Planisware change management P-CM
IT change management IT-CM
56
Shared Partnership Model P
erform
ance
metrics
Business
IT
Service Level Agreement (SLA)
Collaborate,Communicate
WHY—business case
WHAT—business processes, data change, data quality, business model, solutions
WHEN—business priority
WHO—business data manager
HOW—technology
WHAT—software, IT processes;
WHEN—IT priority
WHO—IT resources
57
Planisware CM Extends beyond IT CM
Company
LOGO
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