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COLLABORATING AND COMMUNICATING WITH YOUR IT GROUP. HOW DO YOU SAY “PROPERTY” IN THE TECHNICAL WORLD?. Sunflower Systems Skip Adolph, CPPM CF Yudiann Carlo, CPPS. WHAT IS YOUR FUNCTION?. Does Managing Property Involve IT?. True or False: Management of property requires IT knowledge
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COLLABORATING AND COMMUNICATING WITH YOUR IT GROUP HOW DO YOU SAY “PROPERTY” IN THE TECHNICAL WORLD? Sunflower Systems Skip Adolph, CPPM CF Yudiann Carlo, CPPS
Does Managing Property Involve IT? True or False: • Management of property requires IT knowledge • Property management activities require IT interaction • IT should be involved in the management of property
Does IT Management Involve Property? True or False: • System management does not involve Property • Management of IT assets involves Property • IT management and asset management are separate functions
Property And IT Speak Different Languages? • What is a CLIN? • pronounced “Klen” • What is SQL • pronounced “Se-quel” • What is an example of a Government Source • pronounced “where did this come from?” • What is a Source Table • pronounced “behind the scenes”
IT Communication Checklist - Learn to Use • Be specific – Be brief • Avoid “short stories” • Get to the point • Describe or show the actual result • What is happening that shouldn’t? • Where is the problem/error? • How can you reproduce it? • Describe or show the desired result • What should be happening instead?
Expected Outcome – Use to Teach • Help them reproduce the problem • Ask your IT to Experience the Issue • Understanding the Cause and Solution • Let them draw a picture • Inquire about possible solutions (and LOE!) • Ask for input and recommendations • Nurture the relationship • Ask them to communicate the progress • Don’t be afraid to ask questions
Asset Life Cycle in 25 word or less! • Explain to a total stranger what you do • Be explicit while being relative • Use terms that not only you relate to • “Acquisition” means… • “Disposition” means… • “Activity transaction” means…
Disposition Without Deletion • The Audit Trail is about integrity • A continuous roadmap from start to finish • Disposition is a transaction based on Direction • The end of the Audit Trail and equally critical to Acquisition at the beginning
Audit Trail: Paper or Electronic? • Integral and contiguous trail of asset events • The electronic historical trail of asset activity • Integrity of the audit trail is critical to Audit • “Posting Reference” – What is that?
“Required” Versus “Requirement” • Business Rule • Communicate the requirement “outcome” established by the Business Rule • i.e. Annual reports of capital NBV by Organization Code(s) • Regulatory Compliance • Communicate the requirement “outcome” established by the Contract T&C • i.e. Monthly reports of acquisitions
Reporting • Requirement: • I need a list of assets that I cannot get from the property system • Techie Translation: • I need a new report of all records that meet the following criteria (1,2,3) • I want to see the following fields on the report (A,B,C)
Audits • Requirement : • I need to know what happened to an asset 14 months ago • Techie Translation: • Does the asset record have historical data? • If so, I need to see the historical data for the following records (1,2,3) as of the following date (mm/dd/yyyy)
Interfaces • Requirement : • I need to get data from another system into the property system • Techie Translation: • I need a new interface that will import data from System X into the property system. What is the source? What is the Target? • If the interface already exists but stopped working: I need you to look into the existing interface process that imports data from System X into the property system
Data Cleanup • Business Rule: • The information in the system is wrong • Techie Translation: • We need to perform data cleanup • Bonus Points: We need to perform data cleanup… to ensure data integrity
Migrations • Business Rule: • I have a lot of data that I do not want to enter manually • Techie Translation: • Can we create a process for bulk data loads? • We have a big data migration coming up. Can your provide a process to migrate the data? • We currently duplicate data entry into two systems. Can we look into system integration?
Find a common ground... Communication
IT Pocket Guide • Be specific – Be brief • Describe or show the actual result • Describe or show the desired result • Reproduce the problem • Understand the causes/solutions • Nurture the relationship • Bring Candy…