Driving Value – the NIMM, the EA, the CUI, CASE & the TR

1. Driving Value – the NIMM, the EA, the CUI, CASE & the TR Dr Mark Ferrar, NHS Connecting for Health 26-FEB-2008

2. And in the next 40 mins... • NHS Infrastructure Maturity Model (the NIMM) • Microsoft Enterprise Agreement (the EA) • Common User Interface Programme (the CUI)

3. The NHS Infrastructure Maturity Model (the NIMM)

4. We Can Only Influence Change

5. NHS infrastructure numbers game 1.34m People working for the NHS in England 5th 5th Larger Employer in the World 850k 70% % of IT Budgets Spent on Infrastructure & Operations IT Users in the NHS 1.54bn Annual NHS Spend on Infrastructure & Operations (Excluding NPfIT!) 6 Average Number of IT Identities a Typical Knowledge Worker has 10k NHS People Working on Infrastructure & Operations

6. We need to raise the bar... • “Patchy” IT infrastructure maturity and performance • 2005 “Infrastructure Themes” still valid today (in fact there’s evidence best/worst gap is widening) • NHS not getting to lowest (or even competitive) TCO • A consistent, well-managed desktop is key to supporting Local NPfIT programmes (NLOP) • Overall value eroded by premature use of high value technology

7. Infrastructure Challenges... • Expensive - according to analysts, 70% of typical IT spend goes on IT Infrastructure! (run the organisation) – (70% of £2.2bn = £1.54bn) • NHS IM&T Managers should not just rely on gut feel when setting investment priorities • Inconsistent terminology makes it difficult to benchmark (TCO) • Organisational changes in the NHS means that many IT infrastructures are in silos and not optimally managed • Some suppliers don’t create infrastructure solutions that NHS Trusts request, actually need or are ready for • Many NHS Trusts need help to build coordinated infrastructure improvement plans • Some key tasks often get overlooked because their impact on infrastructure is not obvious

8. Infrastructure Challenges • Expensive - according to analysts, 70% of typical IT spend goes on IT Infrastructure! (run the organisation) • NHS IM&T Managers should not just rely on gut feel when setting investment priorities • Inconsistent terminology makes it difficult to benchmark • Organisational changes in the NHS means that many IT infrastructures are in silos and badly managed • Some suppliers don’t create infrastructure solutions that NHS Trusts request, actually need or are ready for • Many NHS Trusts need help to build coordinated infrastructure improvement plans • Some key tasks often get overlooked because their impact on infrastructure is not obvious

9. The NIMM can help... • NHS Infrastructure Maturity Model provides guidance and helps trusts objectively benchmark for themselves their “as-is” infrastructure capabilities, then: • Use it to build a plan for coordinatedcapability improvement in a systematic way • Use it to set investment priorities and create a benefits plan to understand desired outcomes • Use it to collaborate with NHS suppliers so they create infrastructure solutions that NHS needs (and is ready for)

10. Common Themes – Integrated Projects Responsiveness Re-use Innovation Agility Competency Manage Risk ROI/Business Value Efficiency Consistency Standards

11. Maturity Model Delivery Approach • Iterative & collaborative approach will regularly release new and updated features based upon feedback and requests from users • Develop the NIMM body of knowledge first then create tools to help users automate assessments and provide a management scorecard • Delivered online via PSPG (infrastructure best practice site) • Capability Maturity Documents developed for specific infrastructure capabilities • Virtual group of NIMM Champions from the NHS and key suppliers will feed into a feature wish list of maturity guidance that needs to be developed • ROI modeling tool being developed to help NHS Trusts create their own business case for improving maturity

12. NIMM & Microsoft EA • We only have a limited number of Enterprise CAL Licenses (eCAL) • This will ramp up every year for the next 3 years • Enterprise Collaboration Technology needs eCAL • Not straightforward, check with you LAR • We want to get the most value from these licensees • We need to report our licensing position against eCAL • There are 2 capabilities that we want to use to gauge readiness • Software Asset Management • Collaboration Technology • We have developed Capability Maturity Documents for these that • Describe what we mean by these capabilities • Describe each Maturity Level including KPIs for each level • Recommend a level to aim for • Suggest resources to help achieve this

13. NIMM Example - SAM Maturity KPIs (Level 4)

14. NIMM Example - Gap Analysis for SAM

15. Management “Scope” of the NIMM Business of Delivering Infrastructure Services Value Management Business Objective Governance Procurement Process & Automation Business Alignment Business Alignment People & Skills

16. Technology “Scope” of the NIMM Patterns & Practices End User Devices Common Applications & Services Operating Systems Infrastructure Hardware Platforms Network Devices & Services IT Security & Information Governance

17. NIMM Summary

18. Business agility Service-level delivery Flexibility, reduce costs Economies of scale Reduce complexity React Objective Months to weeks Weeks to days Weeks to minutes Minutes to seconds Ability to Change Weeks Minutes Variable business costs Fixed shared costs Reduced, fixed costs Variable usage costs Pricing Scheme None, ad hoc Fixed costs Class-of-service SLAs Class-of-service SLAs End-to-end SLAs Business SLAs Business Interface No SLAs Flexible SLAs Policy-based sharing Service-based pools Resource Utilization Unknown Known Rationalized Shared pools Pooled ownership Service-oriented Business-oriented None Central control Consolidated Organization Chaotic – Reactive Ad hoc Reactive -Proactive Life cycle management Proactive Mature problem mgmt Proactive Prediction, dynamic capacity Service End-to-end service management Value Policy management IT Management Processes Gartner Model Mapping to NIMM 1 2 3 4 5 Policy/Value-Based Service-Based Virtualized Dynamic optimization to meet SLAs Services managed holistically Rationalized Infrastructure resources pooled Standardized Consolidate to fewer Basic Standard resources, configurations Uncoordinated infrastructure

19. Microsoft IO Model Mapping to NIMM 3 4 5 1 2 Basic Standardized Rationalized Dynamic Identity & Access Management Directory services, User provisioning, Directory-based authentication Desktop, Server, and Device Management Software distribution, Patch management, Mobility, Imaging, Virtualization Security and Networking Policy, Anti-malware, Firewall, Access control, Network protection, Quarantine Data Protection and Recovery Backup, Restore, Storage management IT and Security Process Best practice guidance on cost-effective solution design, development, operation, and support

20. How should you use the NIMM? • Perform a self assessment using the NIMM • Prioritise and invest to improve lowest scoring areas • Aim for a balanced score, rather than excellence in isolation • Higher value MS EA technologies only available to those with CAPABILITY to exploit them • Leverage capabilities of Core EA products that are licensed for all and don’t default to Enterprise products that aren’t – especially if your organisation isn’t ready to exploit them

21. The Microsoft NHS Enterprise Agreement (the EA)

22. EA Framework • Remaining 6 years of the 9 year EA • Orders placed for years 4, 5 & 6 • Software Assurance on all products • Deploy up to 800,000 seats over 6 years (850K inc. “flex”) • Core CAL & Enterprise CAL Suites • Growth in “Knowledge Worker” tools • 340,000 SQL Client Access Licences

23. EA offers... Office 2007 Professional Plus Edition • Access • PowerPoint • Word • Excel • Outlook • Publisher • Communicator • Integrated Enterprise Content Management • Integrated Electronic Forms • Information Rights & Policy Enterprise Edition also includes • OneNote • Groove SQL CAL • Windows Vista Business Edition • Upgraded to Windows Vista Enterprise Edition • Four Virtual Operating Systems • Windows Bit Locker Drive Encryption • Multi Lingual User Interface • Desktop Optimisation Pack • Softgrid • Core CAL • Windows Server CAL • Office Exchange Server Standard CAL • Office SharePoint Server Standard CAL • Systems Management Server CAL • Enterprise CAL also includes • Office Communications Server Standard CAL • Office Communications Server Enterprise CAL • Windows Rights Management CAL • Office SharePoint Enterprise CAL • Office Exchange Enterprise CAL • Operations Manager Client OML • Forefront Security Suite (Anti Virus)

24. And also... • Windows Update Services Server(s) within N3 • Access to Digital Learning Academies & Digital Literacy Programme • Home User Programme and EPP • Training Vouchers & E-Learning Tools • Desktop Deployment Planning Services

25. New Stuff... • SharePoint CAL for all desktops • Groove growth at 50,000 per year • Anti-Virus (Forefront) • 223,000 in Year 4 allowing existing AV deals to “unwind” • Vista Enterprise • Only pay for Vista Business • SoftGrid • Application virtualisation fixes “Java Hell”

26. New LAR deal

27. Value • Most Favoured Customer. • Lower cost per desktop than initial 3 years • Improved collaboration and security. • 50% increase in CUI funding • Contributes to OGC discounting

28. The Common User Interface Programme (the CUI)

29. CUI Phase 2 3rd October 2007 - Development Agreement signed for 4 Projects delivery in Phase 2: (“Classic”) Clinical Applications and Patient Safety (CAPS) Information Management and Technology (IM&T) Tools Knowledge Worker Tools (KWT) (“New”) NHSmail Technology Refresh (TR)

30. CUI Phase 2 - Management 3 discrete governance controls across the Classic and New projects. Phase 2 of CUI “Classic” Projects governance changes: Prof Michael Thick (CFH CCO) joining the programme at Steering Board level Formal cross Projects Board, including: National Clinical Leads SHA CIOs ISB Service Implementation

31. CUI Phase 2 - Controls Distribution of the Products brought in-house to NHS CFH (via existing cui.nhs.uk and PSPG) Development of CUI integrated communications plan across the Tech Office Utility of new and emerging engagement channels Tie in with CFH initiatives NIMM framework and taxonomy Collaboration Architecture & Solution Enablers (CASE) Smarter internal use of EA technologies (e.g. SharePoint) to manage stakeholders

32. CAPS - Delivery Design guidance has begun to influence NHS systems development Extensive guidance published to the Clinical and Supplier community 12 Requirement DSCNs approved and issued by the ISB CUI documents undergoing incorporation into the NHS CFH Technical Baseline where possible 6 UK suppliers actively adopting CUI guidance UK and Worldwide interest in using CUI guidance in requirements and contracts

33. KWT - Delivery Guidance, research and products covering: Enablers to support NHS Entities migration through fundamentals of attaining NIMM levels 1-3 Abbreviation Manager NHS Office Client Installer User Task Analysis Office Version Migration Guides Document Collaboration and Compliance Medical Research Services

34. IM&T Tools - Delivery Documents, tools and templates have been created and made easily accessible to NHS Trusts via the interactive Planning and Deployment Guide (see slide 21) 36 NHS Entities using guidance as Early Adopters 72 people from 51 NHS Trusts attending 14 dedicated Special Interest Group meetings shaped the guidance 19,080 NHS PCs are already live and benefiting from NHS CUI D&I guidance and when remaining pilots Live, at least 75,000 PCs benefiting from the NHS CUI D&I guidance 9 of the 10 Infrastructure Optimisation assessed trusts moved from Basic to Standardised maturity level following Systems Management Server pilots