Phase III Initial Kick Off

1. Phase III Initial Kick Off August 2008

2. Agenda • Key Goals • Phase III agencies • In-scope / Out-of-scope • IT Consolidation Phases • IT Consolidation Standards • Assessment Phase • Implementation Phase • Next Steps • Assessment Phase Schedule IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

3. Key Goals of the IT Consolidation Program • Key goals of IT Consolidation include: • Strengthen agency focus on their core mission • Improve security, service delivery and availability • Upgrade IT infrastructure to meet minimum standards • Reduce enterprise-wide infrastructure cost with economies of scale • Reduce risk of failure for critical operations • Key consolidation goals will continually be reviewed as process and workflow changes are made. • Overall business case for phase III agencies will be developed based on a five year plan for operational support and funding. • Individual agency cash flows will be developed reflecting before and after IT infrastructure consolidation costs. IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

4. IT Consolidation Phase III agencies • Department of Transportation (DOT) • Department of Environmental and Natural Resources (DENR) • Department of Public Instruction (DPI) • Department of Labor (DOL) • Office of the State Auditor (OSA) IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

5. IT Consolidation – What is in-scope ?? • In Scope • PC environment, including desktops, laptops, operating systems, base software, patching, A/V, PDAs, printers • Server environment, including hardware, attached storage, operating systems, backups, patching, A/V • Network environment, including switches, routers, access points, firewalls, WAN circuits, LAN cabling, mobile broadband, ESAP • Service Desk, including 24x7 coverage for all ITS-related incidents and changes • IT security, including PC, server, and network. • Out of scope • Applications development and support • E-Mail conversion to Exchange 2007 (separate state initiative) • User provisioning • Printer supplies • Agency-specific software • Scanners, fax machines, building security systems, cameras IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

6. What are the standards guiding IT Consolidation? • Hardware currency • Desktops – 4 year refresh cycle • Servers – 3 year refresh cycle • Networks – 5 year refresh cycle • Applications, web, and database servers are hosted at an ITS Data Center, unless agency business requirements dictate otherwise. • Infrastructure services remain at the Agency where necessary • Directory services, file/print services, A/V and Patch distribution, etc. • Infrastructure is remotely monitored and managed • Applies to Desktop, Server, and LAN/WAN infrastructure • All incidents and change requests for ITS-related services and ITS-managed hardware is handled through the ITS operational policies • Processes for controlling incidents, problems, changes, and releases of ITS-managed environments will adhere to ITS’ published ITIL standards. • Planning and implementation of IT Consolidation activities is a team effort of ITS and the Agency. IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

7. IT Consolidation Phases • Assessment Phase • High level assessment to plan consolidated state • Estimate funding needs to implement • Implementation Phase • Implementation according to recommendations from Assessment Phase • Timeline • Assessment Phase – August 2008 through December 2008 • Implementation Phase – Calendar year 2009 • Subject to revision, based on results from Assessment Phase and funding IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

8. Assessment Phase • Joint activity between the agency, ITS, and OSBM • Gather inventory • Inventory totals by machine type (PC, server, switch, etc.) • Configuration standards by type; exceptions to standards • Inventory of locations • User counts • Assess inventory against ITS standards (& refresh cycles) • Assess IT Infrastructure support staff for ITS alignment • Document support model and metrics by service area • Engineer future state (consolidated) architecture • Estimate hardware cost and resource effort to implement future state • Build business case & cash flow statements • Submit estimated budget requests • Finalize implementation approach and sequence IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

9. Implementation Phase • Joint activity between the agency, ITS, and OSBM • Staff alignment and transfer preparation • Infrastructure Discovery • Detailed serial-number-level inventories (desktop, network, server) • Review of configurations, level of consistency, general health of systems • Review of environmentals, including security, UPS, racks, etc. • Security scans and documenting of risk areas • Staff realignment • Transfer of IT inventory – PCs, servers, LAN/WAN equipment • Risk areas are shared between Agency and ITS • Final-state architecture design and review • Implementation schedule and task plan with assigned responsibilities • Procurement • Implementation IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

10. Next steps • ITS issues call to agencies for inventory data • Agency gathers inventory information • Agency reviews / audits list of locations • ITS / Agency staff review • ITS / Agency iterative process to refine and assess inventory IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

11. Assessment Phase Schedule IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008

12. Questions • For questions or comments contact: • Jack Markle – Office of Information Technology Services • jack.markle@its.nc.gov • (919) 754-6563 • Jim Dolan – Office of State Budget Management • jim.dolan@osbm.nc.gov • (919) 807-4775 IT Consolidation Program – Phase III – Initial Agency Review | August / September 2008