Deval L. Patrick, Governor Timothy P. Murray, Lieutenant Governor Suzanne M. Bump, Secretary

1. Information Technology Town MeetingJune 30, 2009 Deval L. Patrick, Governor Timothy P. Murray, Lieutenant Governor Suzanne M. Bump, Secretary John R. Glennon, Secretariat Chief Information Officer

2. Agenda • Case for Change / E.O. 510 Background • Planning Process / Key Components • IT Governance & IT Steering Committee • EOLWD Secretariat consolidation • ITD’s plan and changes to be made • Organizational Development • Timeline • Discussion and Question

3. Case for ChangeBackground – Not a new idea – has evolved • 1970s Mainframes • 1980s Mini computers, PCs, networks • 1990s Servers everywhere – IT consolidation begins • 2000s Virtually every state consolidates Meanwhile…. • 2003 Commonwealth IT Commission Report • 2006 Patrick – Murray Transition Working Group • 2008 IT Strategy for the Commonwealth 2009-2011

4. Case for Change • Commonwealth can no longer afford current IT management approach • Fragmented and highly inefficient • Difficult to share data • Vulnerable to security threats • Complexity is making it increasingly difficult to meet expectations of our citizens for • Accessible and open government • Service delivery any time, any place • The time for action is now • Make best use of constrained resources • Build foundation to realize strategic plan vision

5. Why is IT consolidation important? Current State Consolidation Future State • Opportunities resulting from consolidation • Becoming a technology leader by incorporating industry leading practices • Building unified information systems that interact, improving internal and external services • Increasing capabilities to secure information, protecting vital data and systems • The current approach is unsustainable • Too complex • Difficult to maintain • Impossible to keep secure

6. Lessons from Other States • Models range from voluntary > fully outsourced • Voluntary consolidations have floundered and failed • Savings are real when done right – 10-30% (tens of M$) • Requires careful planning and takes 3-5 years to complete • States with most aggressive consolidations are now leaders in use of IT (MI, NC, WA, GA, PA)

7. Key Components: Secretariat Consolidation • Require appointment of SCIO with authority over all IT spending regardless of source of funds • Dotted line to CCIO • Roll up agency IT payroll and other IT related expenditures • From all appropriations – AA, DD, EO5 (postage chargeback) and UU • Require annual IT plan to be submitted to CCIO • Address service levels to be provided to agencies

8. IT consolidation is one part of the Governor’s IT vision Vision Implementation • Governor’s vision for IT services: • Learn from the successes of other states • Incorporate industry leading practices • Address public expectations • Executive Order 510 • Consolidate designated IT services at the Commonwealth and Secretariat levels • Three objectives: Commonwealth IT Strategic Plan • 3-year plan • 7 priority initiatives, including IT consolidation • 4 secondary initiatives • Lays the foundation for transforming IT services • Ultimately leads to new levels of service for and engagement with citizens

9. How will the Commonwealth & EOLWD approach IT consolidation? • Consolidation will reach “substantial completion” over a 2-year time period • A federated model will be used to consolidate services at the Secretariat and Commonwealth-levels IT Consolidation Framework IT services in-scope for the consolidation effort

10. Consolidation will move designated IT services toward a more streamlined target state

11. EOLWD IT Governance Model

12. EOLWD IT Steering Committee

13. Commonwealth Infrastructure Consolidation Plan Data &Telecom Network Services • Develop next generation network design principles and architecture • Build out next generation network Data Center Services • Renovate and upgrade MITC data center in Chelsea • Design and construct second data center in Springfield • Complete Wave 1 data center consolidation pilot with EOHHS Website Hosting & Portal Services • Develop Mass.Govretooling strategy and roadmap • Upgrade MassMail from Exchange 2003 to 2007 • Develop and deploy consolidated Active Directory strategy • Develop and deploy email archival/retention capabilities Email & Directory Services ITD Service Excellence • Finalize IT Service Catalog • Establish transparent and equitable chargeback model • Establish Service Level Objectives (SLO’s) • Develop and rollout ITIL-based Service Management capabilities

14. Organizational Development Action Plan Career Development • Establish career paths, using existing materials and analysis • Standardize roles across Secretariats • Create job families Career Paths Training • Build on successes at UMass (Java, management, & ROI) • Utilize existing resources (e.g. training credits) • Implement innovative training models (e.g. train-the-trainer) • Incorporate staff preferences and needs into new offerings • Identify staffing and training needs and target those areas where contract resources are dominant Mentoring • Build on previous surveys to develop mentoring program • Facilitate knowledge sharing through apprenticeships • Strengthen educational partnerships to build a Commonwealth-wide internship program

15. Timeline March 1, 2009 SCIOs appointed May 30, 2009 High level infrastructure consolidation plan July 1, 2009 Secretariat consolidation plans to CIO Sept 30, 2009 Detailed infrastructure consolidation plan Dec 30, 2010 Infrastructure consolidation substantially complete

16. EOLWD FAQs What is Executive Order 510 and IT Consolidation? How is the consolidation going to be implemented? What does the consolidation mean to me? Will I be laid off because of consolidation? Will I have to take a pay cut because of consolidation? How will I learn new technologies which may be needed for my job? How will my job duties change after consolidation?

17. Discussion & Questions