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Presented by: Scott Radloff, CBORD

Position Yourself for Success: System Maintenance Practices to Promote Efficiency and Position for Expansion. Presented by: Scott Radloff, CBORD. 1. A Working Definition. 2. The Complexity Avalanche. 3. Defining the Cycle. 4. Service and Support. 5. Questions.

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Presented by: Scott Radloff, CBORD

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  1. Position Yourself for Success: System Maintenance Practices to Promote Efficiency and Position for Expansion Presented by: Scott Radloff, CBORD

  2. 1 • A Working Definition 2 • The Complexity Avalanche 3 • Defining the Cycle 4 • Service and Support 5 • Questions

  3. A cyclical practice to position your solution to meet existing and emerging requirements

  4. Break It Down Drivers and Requirements Safety and Privacy Standards Consumer Expectations Technical Capabilities Cost Reduction Patron Safety Stability Performance Operational Efficiency Security Adherence to Policy Integrability

  5. Program Development The Rise of Consumer Facing Systems Modern/Mature Systems Reach directly to consumers with self-service Integrate comprehensively Legacy Systems Reached a small user base Impacted consumers quietly

  6. Under the Hood Creating the New Experience Database Server Clusters Application Server Interface Server Web Server API Service DataService VPN

  7. The Complexity Avalanche Understanding the State of Technology in 2018 Growing gap between potential value and realized value Features add complexity True success requires more than technology

  8. Adoption Modeling A Tale of Carts and Horses Begins with an understanding of current state Defines the path to future state Requires: • Process changes • Technical advancement • Education • Marketing

  9. Cyclical system maintenance reduces the negative operational impact of program development

  10. Defining Future State Structured Innovation

  11. PIMOis an understanding that systems and programs are not static. They require vision and revision to flourish

  12. System Development/Management as a Cycle Questing for the Gold • Understand your business cycle • Identify your goals • identify your resources • Build your team • Engage stakeholders • Define KPIs (why is this necessary, how will success be measured) • Get to work!

  13. The Standard Plan Built around your business cycle

  14. Defining the Plan Quick Tips • Remember The Parameters • Understand Upcoming Features • Prioritize • Define Dependencies • Don’t lose track of institutional values

  15. Lost? Work Backwards • Plan around future state • Business Processes • Reporting Requirements • Culture • Working backwards will often help define dependencies and will always help define goals

  16. CBORD Professional Services Helping You Grow

  17. CBORD Professional Services Card System Teams in a Nutshell

  18. Establishing the Foundation Functional Review Program Analysis Web Feature Utilization Review Current State Analysis Positioning for Growth Upgrades Remote Database Administration Environment Monitoring Migration Services Disaster Recovery Review Maintenance Services

  19. Ready for What’s Next Remote or Onsite Project Roadmapping Functional Review Health Assessment KPI Development Planning Getting the ball rolling Remote or Onsite Incorporate new features Participate in first generation build Implementation

  20. Monitoring the Change Keeping Score • Reporting • Data Exports • KPI Review (30/60/90) • Configuration Documentation

  21. Annual Services Continuity of Service • Annual Services to assist in change management and deployment • Cost Savings • Mix of Onsite and Remote Services • KPI and Open Issues Tracking • Change Deployment • Lessons Learned

  22. Questions?

  23. We want your feedback! Please evaluate this session in the ERMobile app. Your feedback helps usimprove future sessions. Find this session in the app,and touch COMPLETE SESSION SURVEY. Thank you!

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