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FIU Development

FIU Development. Supporting FIU Operations with effective Information Technology 2004. Organizational Structure & Operations Roles & Responsibilities Organizational Structures Reporting Structures Etc. Technology Strategy Management Coordination of Activities System Development

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FIU Development

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  1. FIU Development Supporting FIU Operations with effective Information Technology 2004 Office of Technical Assistance (OTA)

  2. Organizational Structure & Operations Roles & Responsibilities Organizational Structures Reporting Structures Etc. Technology Strategy Management Coordination of Activities System Development Contractors / Vendors Knowledge Transfer Overview Office of Technical Assistance (OTA)

  3. Outcome • Enhanced understanding of roles and responsibilities. • Increased internal organizational cooperation and decreased departmental overlap. • Motivation to pursue development of business process as a long term activity. Every FIU has specific needs and environmental influences. The key to an effective organization is communication and planning. Office of Technical Assistance (OTA)

  4. Technology Strategy • Management • Coordination of Activities • System Development • Contractors / Vendors • Knowledge Transfer Office of Technical Assistance (OTA)

  5. Management Critical Ongoing Concerns of an Effective Organization Governance Visionary Vision Mission Constitution Linkages Flexibility Strategy Technology Vision Technology Strategy Technology Research Quality Architecture Pragmatic Program Management Technology Architecture Development Services Engineering and Deployment Operations Office of Technical Assistance (OTA)

  6. Management Vision Mission “Provide the vision, leadership, and technical means to implement and support the strategic architecture and emerging technologies in support of the John Hancock current and long-term business strategy.” Our goal is to make it easy to develop, integrate, and implement business applications aligned to JH Architecture standards. Office of Technical Assistance (OTA)

  7. Coordination of Activities • Planning and Management • Determine resources and groups • Levels of involvement/time requirements • Levels of responsibility/accountability • Effective and efficient (avoid complexity) • Status and Updates • Above all - Communication Office of Technical Assistance (OTA)

  8. Coordination of Activities Within the Technology Department Program Office Development Priorities & Application Architecture Application Development Operations & Customer Service Development Support Services to users Technology Services Infrastructure Development & Technical Architecture Office of Technical Assistance (OTA)

  9. Coordination of Activities Between IT and the rest of the organization. FIU Management Administration Legal Analysis International Relations Etc. Operations & Customer Service Support Services to users Office of Technical Assistance (OTA)

  10. System Development • Coordination among FIU departments to develop “requirements” • Phased development approach • Iterative process versus “waterfall” • Functionality and development review • “what will this do for us” / “where are we now” • Milestones and sanity checks Office of Technical Assistance (OTA)

  11. System Development Waterfall Development Requirements Risk Design Code & Test Subsystem Test Implement Time Office of Technical Assistance (OTA)

  12. System Development Iterative Development Rational Unified Process 2000, Rational Software Office of Technical Assistance (OTA)

  13. Contractors / Vendors • Know what you need before talking to potential vendors. • Do your homework. Who can provide what you need effectively and affordably. • Follow a “model” for establishing the Conditions of Satisfaction (COS) • Establish contract(s) and service level agreements (SLAs) that reflect the COS. • Manage vendors by monitoring SLAs & COS. Office of Technical Assistance (OTA)

  14. Process Model Customer Performer Office of Technical Assistance (OTA)

  15. Process Model Preparation Negotiation Request or Offer Commitment Conditions of Satisfaction Performer Customer Declaration of Satisfaction Declaration of Completion Acceptance Performance Office of Technical Assistance (OTA)

  16. COS COS COS COS COS P P P P P C C C C C Conditions of Satisfaction Performer Process Model Customer Office of Technical Assistance (OTA)

  17. Diagnosis • How will the Request/Offer stage begin and carried out: • Who will contract & who is the customer? • Clear communications of Processes? • Roles and responsibilities • Etc. • Is FIU Management clear about • vendor offers? • How do you enable negotiation? • Are alternatives clear? • Do you counteroffer or just say no? • How do you determine COS? ? • Performer • Do performers have the right skills to fulfill the conditions of satisfaction ? • Is Management kept informed of progress? (who is kept informed?) • Does everyone involved know who the customer is and do they understand the COS • How will Management handle completion / transition? • Are there SLAs in place? • How does the vendor ensure Management’s satisfaction? Office of Technical Assistance (OTA)

  18. Knowledge Transfer • Phased development and implementation • Transfer of knowledge during all phases • SLAs should ensure transfer • Day to day • Documentation • Vendors should provide support (SLAs) • FOC • “One-off” / “as needed” • Follow-on contract(s) Office of Technical Assistance (OTA)

  19. Thank You Joe BognannoEnforcement Advisor joe.bognanno@ota-it.us T: +1 571.275.7480F: +1 703.573.6660 Office of Technical Assistance (OTA) US Department of the Treasury Office of Technical Assistance (OTA)

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