Planisware cm jak_06a

Provides a five-stage model for configuration management maturity for Planisware OPX2. This software enables rapid business change without corresponding software development change.

1. Company
LOGO
Maturing Your Planisware
Change Management
Processes
9
th
Planisware Life-Sciences User Conference
Boston, Massachusetts, USA
John Andrew Kossey
26-27 May 2010
[email protected]

2. 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. 3
Agenda
1. Change management: Planisware and IT (IT-CM)

4. 4
Planisware Change Management: Basis
“We are using
Planisware.”

5. 5
What is Planisware?
Software
application
within IT

6. 6
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?

7. 7
Planisware: As Software
Planisware software release
(kernel, DLLs, executables)
Planisware software updates
IT
Physical servers, network, OS

8. 8
ITIL Workflow
Manpower
Information
Workstation
Information
Software
Information
Reports
Technician
CAB
Member
Change ManagerChange
Management
Problem
Management
Incident
Management
Helpdesk
Change
Worker
Change Management
Database

9. 9
ITIL v2 Processes
Financial Financial
ManagementManagement
Capacity Capacity
ManagementManagement
IT Svc Continuity IT Svc Continuity
ManagementManagement
Availability Availability
Management Management
Service Level Service Level
ManagementManagement
Internal IT Business – Facing IT
Release ManagementRelease Management
Problem ManagementProblem Management
Configuration Configuration
ManagementManagement
Incident ManagementIncident Management
Change ManagementChange Management
Service Support
Service Delivery
Service DeskService Desk

10. 10
ITIL v3 Process Groups
Service Strategy
Service Design
Service Operation
Service Transition
Continual Service
Improvement

11. 11
ITIL v3 Functions and Processes
Knowledge Management Service Desk Supplier Management
Technical Management Requirements Engineering
IT Operations Management
(Control & Facilities)
Data & Information
Management
Applications Management
Evaluation
Operational Activities in other
Lifecycle Phases
Information Security
Management
Service Validation and
Testing
Access Management
IT Service Continuity
Management
Release Deployment
Management
Problem Management Availability Management
Service Asset & Configuration
Management
Request Fulfillment Capacity Management
Change Management Incident Management Service Level Management
Transition Planning and
Support
Event Management Service Catalog Management
Service
Transition
Service Operation Service Design

12. 12
Business is Outside Organization
IT-Organization
ICT
Infrastructure
Management
IT Service
Management
Customer
(Business side)
Enterprise
Application
Management

13. 13
Change 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. 14
Agenda
2. Planisware change management and business (P-CM)
1. Change management: Planisware and IT (IT-CM)

15. 15
Corporate Context for Planisware
“We are also using
Planisware.”

16. 16
Corporate Context for Planisware
Project
Managers
Business
Integrators
Functional
Areas
Resource
Managers
Franchises
Stakeholders

17. 17
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

18. 18
What is Planisware?
Software
application
within IT
Enterprise
solution that
facilitates
business change
without requiring
software change

19. 19
Planisware: Software and Data
Planisware software release
(kernel, DLLs, executables)
Planisware software updates
Project data
Common files (metadata)
Business model, parameters
Business rules, definitions, reports
IT
Business
Physical servers, network, OS

20. 20
Planisware Environment Objects
File
Report
Process
Lookup
Business rule
Definition
Data structure
Business model
Business
Dataset
Style, chart, Dashboard , input
screen
Workflow, macro
Attribute type
Named formula, Parameter
Additional attributes, cost field
WBS, RBS, OBS, ect.
Local configuration
Technical

21. 21
Agenda
2. Planisware change management and business (P-CM)
3. Business-user proficiency levels
1. Change management: Planisware and IT (IT-CM)

22. 22
User Proficiency Levels for Planisware
New user1
2
3
4
5

23. 23
User Proficiency Levels for Planisware
Navigates efficiently
Comprehends linked Gantt
chart
Use styles and create basic
filters
New user1
2
3
4
5

24. 24
User Proficiency Levels for Planisware
New user1
Business user2

25. 25
User Proficiency Levels for Planisware
creates studies
revises project data
modifies and creates
styles, business rules
may construct
forecasting algorithmsNew user1
Business user2

26. 26
User Proficiency Levels for Planisware
New user1
Business user2
Power user3

27. 27
User Proficiency Levels for Planisware
uses application to answer
new questions
responds readily to other
users’ questions
applies PMI best practices
New user1
Business user2
Power user3

28. 28
User Proficiency Levels for Planisware
New user1
Business user2
Power user3
Super user4

29. 29
User Proficiency Levels for Planisware
coordinates and revises
breakdown structures
manages user groups and
access rights
resolves data distress
optimizes business rules and
reports
New user1
Business user2
Power user3
Super user4

30. 30
User Proficiency Levels for Planisware
New user1
Business user2
Power user3
Super user4
Consulting user5

31. 31
User Proficiency Levels for Planisware
renews business model for
evolving needs
mentors business and IT
staff
New user1
Business user2
Power user3
Super user4
Consulting user5

32. 32
Change Management in Perspective
Planisware as software Planisware as data solution
Increase R&D pipeline
productivity
Focused; tailored
Proficiency-based
for achieving results
Proactive, interactive
data 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. 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)

34. 34
Planisware OPX2 and IT Model:
Core Mission
Planisware and IT
IT Model is Process-Centric
Achieve lower operational
costs for all software
OPX2 is Results-CenteredOPX2 is Results-Centered
Deliver agile, sustained business value
Planisware
IT

35. 35
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

36. 36
IT-CM Treats Applications as Equals*
Application Agnostic
Applications follow same IT process
Product distinctives are not relevant
*From the perspective of change, incident, problem, release management processes.
Disaster recovery distinctions do not apply here

37. 37
Same IT-CM processes apply to all software

38. 38
“Battleship mentality”
Vessel is monolithic
Thick armor is essential for reducing vulnerabilities
Service delivery—firepower—is integral to ship
Vessel is monolithic
Thick armor is essential for reducing vulnerabilities
Service delivery—firepower—is integral to ship

39. 39
“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. 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. 41
Change Management Maturity Levels
4
3
2
1
0
Remiss

42. 42
P-CM Level 0: “Remiss”
BB
Vendor provides a turn-key installation
AAUnmanaged
CM 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. 43
Change Management Maturity Levels
Rigid
4
3
2
1
0
Remiss

44. 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. 45
Change Management Maturity Levels
Resistant
Rigid
4
3
2
1
0
Remiss

46. 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. 47
Change Management Maturity Levels
Responsive
Resistant
Rigid
4
3
2
1
0
Remiss

48. 48
P-CM Level 3: “Responsive”
BBAdvanced Planisware proficiency
resides within the business side
AATactical in plan and execution
CC
Governance is bi-lateral
DDIT handles software releases, database spawning,
scheduled batch jobs

49. 49
Change Management Maturity Levels
Revitalizing
Responsive
Resistant
Rigid
4
3
2
1
0
Remiss

50. 50
P-CM Level 4: “Revitalizing”
BBVP champions P-CM;
has executive sponsorship
AAStrategic in plan and execution
CC
Governance is multi-lateral
DD
Engagement and communication instill trust

51. 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. 52
Recognizing mature change management
LeadersLeaders
orchestrateorchestrate
trusttrust
GovernanceGovernance
isis
multi-lateralmulti-lateral
BusinessBusiness
solutionssolutions
occuroccur
with agilitywith agility
BusinessBusiness
value keepsvalue keeps
advancingadvancing

53. 53
What is Planisware?
Software
application
within IT
Enterprise
solution that
facilitates
business change
without requiring
software change

54. 54
Change Management Maturity Levels
Revitalizing
Responsive
Resistant
Rigid
4
3
2
1
0
Remiss

55. 55
P-CM and IT-CM Scope
Planisware change management P-CM
IT change
management IT-CM

56. 56
Shared Partnership Model
P
e
r
f
o
r
m
a
n
c
e

m
e
t
r
i
c
s
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. 57
Planisware CM Extends beyond IT CM

58. Company
LOGO

59. 59