it technology director ulysses page 1 ulysses huang 黃 炳 明
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IT Technology Director Ulysses
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Certified Project Management Professional
Solaris 8Certified SCSA & SCNA
SAP 4.x Certified Technical Consultant
Oracle 8 Certified Database Administrator
CheckPoint 2000Certified System Security Engineer
Certified CCNA
IBM Certified AIX 5L System Administrator
Certified Project Management Instructor
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What is a project ?
IT Architect and Service Management
IT Technical Project Management
Disaster Recovery for Open System
Agenda
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What is a Project
Projects are unique.
Projects are temporary in nature.
Project have a definite beginning and ending date.
Project are completed when the project goals are achieved.
A successful project is one that meets or exceeds the expectations of your stakeholders.
Project must be marketable, beneficial, doable and safe.
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What is Project Management
Project Management brings together a set of tools and techniques use to describe , organize and monitor the work of project activities.
• Identifying Requirements
• Establishing clear and achievable objectives
• Balancing the competing demands for quality , time and cost
• Adapting the specifications, plans and approach to the different concerns and expectation of the various stakeholders.
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Project Management Process Groups
Initiation Planning
Execution
Control Closing
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Project Management v.s. IT Service , IT Operation
GoalBusiness
PlanUpgrade
Deliverables
ServiceOperation
Release Management
Divestment
IT Operation Management
IncidentManagement
ProblemManagement
ConfigurationManagement
ChangeManagement
IT Service Management
FinancialManagement
AvailabilityManagement
CapacityManagement
ContinuityManagement
Scope Constraint Assumption
Project Process Groups
Planning ExecutingMonitoring &Controlling Closing
Project Initiating
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communication
IT Service Center
Organization
Leadership
PeopleProcesses
Technology
Role &Responsibility
TechnicalInfrastructure
SkillTools
( Products )
Goals( metrics )
Activities( workflow ) Knowledge
Total Service Management
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Initiating the Project
Inputs to initiate a project : Production description Strategic Plan Project Selection Criteria Historical Information
Purpose : A formal recognition of the existence of a project.
Outputs from Project Initiation Project Charter goal and deliverable of the project. Project Overview Document Specification Goal Specific, Measurable, Accurate, Realistic, Time Bound Deliverables Constrain time, quality, cost Assumption Project Manager Assignment
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Major Activities in Project Initiation
Determine Project GoalsDetermine DeliverablesDetermine Process OutputsDocument ConstraintsDocument AssumptionDefine StrategyIdentify Performance CriteriaDetermining Resource RequirementsDefine BudgetProduce Formal documentation
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Major Activities in Project Planning
Refine ProjectCreate Work Breakdown StructureDevelop Resource Management PlanRefine Time and cost EstimationEstablish Project ControlsDevelop Project PlanObtain Plan Approval
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IT Architect and Service Management
IT can only profit through alignment with business strategies.
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The Business View of 8 IT Architectures provide the common services to deliver the functional capabilities to business units.
BusinessServices
CustomerOfferings
Employees
BusinessPartner
VISA/MasterCredit Card
Accounts
Information
Agency Services
Advisory
Transactions
NCB
Central Bank
Printing Center
P3 Card Manufacturing
Channel Architecture
Contact Center
Application Architecture
Enterprise Management Architecture
Message & File exchanging Architecture
Core Banking Architecture
Intelligent Routing For Service Agent
CRM- Engage Architecture
Business Intelligence Architecture
CRM- Sales
CRM- Service
Banking , Credit Card , Authorization & Loyalty MGMT
HR, Asset MGMT, Profit MGMT, Strategic Planning & Regulatory Reporting
Value Chainsupply demand
Back Office & Infrastructure Architecture
File Server Mail ServerAntiVirusVideo
ConferenceSecurity Control
Knowledge Base
NetworkManagement
SystemMonitoring
Channel
Self Service
BusinessPartner
B2BInterfaces
Contact Center
IVRPBX
Branch
E-Mail/FAX
EDC
Enterprise Integration Backbone
CRM- Engage Business Application Architecture
Product Management, Risk MGMT
Content Management Architecture
Knowledge Base, Information Life-cycle Management
Customer, Product, Channel Intelligence
Sync & Async exchanging
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The Design View of 16 Architectures designed to implement our services.
BusinessServices
CustomerOfferings
EmployeesBusinessPartner
NCB
GSBPrinting Center
Credit & Debit Card Manufacturing
VISA/MasterCredit Card
Accounts
Information
Agency Services
Advisory
Transactions
Service Delivery ArchitectureHelp Desk, Product Life-cycle, Project Management, Operating Environment, etc.
Directory ArchitecturePeople, Places, Equipments etc.
ITIL ArchitectureIT Service Delivery & IT service Support, System Monitoring, Network Management, etc.
Channel ArchitectureContact Center, IVR & PBX, Branch, e-Mail , FAX, Mail , B2B Interfaces
Information Security Architecture
Middleware & Integration Architecture
Information Management ArchitectureMessage & File Exchanging, RDBMS, SAN, File Server etc.
Application ArchitectureMessage & File Exchanging, RDBMS, SAN, File Server etc.
Platform ArchitectureServer, Desktop, Laptop, Handheld Devices, etc.
Network ArchitectureLAN, WAN, Internet, Intranet, etc.
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Within Application Architecture, there are 6 distinct architectures to provide their own services.
Application Architecture
Enterprise Management Architecture
Message & File exchanging Architecture
Core Banking Architecture
Business Intelligence Architecture
Banking , Credit Card , Authorization & Loyalty MGMT
HR, Asset MGMT, Profit MGMT, Strategic Planning & Regulatory Reporting
Business Application Architecture
Financial Product Management
Content Management Architecture
Information Life-cycle Management
Customer, Product, Channel Intelligence
Sync & Async exchanging
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Customers
Users
IT/Service Management
IT Infrastructure & IT Management Tools
Alerts , Exceptions and Changes
AvailabilityManagement
CapacityManagement
FinancialManagement
IT ContinuityManagement
Service LevelManagement
Service LevelManagement
Service LevelManagement
SLAService Reports
Service CatalogueException Reports
Audit Reports
Availability PlansDesign Criteria
Targets/Thresholds ReportsAudit Reports
Capacity PlansCapacity Reports
SchedulesAudit Reports
Financial PlanTypes & ModelsCost & Charges
Budgets & ForecastAudit Reports
IT Continuity PlansBIA & Risks Analyst
Control CentersDR ContractsAudit Reports
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Change R& I Approve Implement
Configuration
Service Level
Organization
Problem
Helpdesk
Specialist
Software Control &Distribution
Management &Monitor
AvailabilityManagement
Continuity Management
CapacityManagement
IT Service Management Process
CostManagement
ServicePlan
Information and Communication Infrastructure
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System Development and Deployment Strategies
Development System
System could be changed with Involving system administratorSystem recovery and rebuilding practiceAPP developing systemUnit TestingOS, DB & APP upgrading testingOS, DB & APP changes testing
Applying change by system administrator under change managementOS, DB, APP Upgrade Source & ProcedureAssured by System & DB ManagementEntire system upgrade & changes testingBinary Code DeploymentIT Component Based TestEntire System Integration Test
Integration Testing System
User Acceptance System
Managed ChangeData Conversion TestUser Acceptance TestUser Training
Managed Change OS, DB, APP Upgrade Source & ProcedurePerformed by Change ManagementOS, DB, APP Change Source & ProcedurePerformed by Change Management Real Live Environment Real User Account Real User Authorization Necessary Audit Trail System Monitoring Performance Monitoring
Production System
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Technology alignment map, purpose strategies to business unit.
Rejected Strategic Recommended
Strategically not Recommended
Business Unit
Eliminated from the potential candidate list.
Prove of concept is performed and could be a strategic technology, but not decided yet.
Present in future direction and be placed in grow state.
Does not present in the future and be placed in maintain or contain state.
Be placed in expire state, limited to a business unit and supported by business unit only.
End of Support
ResearchBe aware of solving Business Problem. &Build testing Prototype.But never research technology in maintenance mode.
GrowPresent the future direction and encourage the using of new technology. But never grow technology in maintenance mode.
Maintain
Contain
ExpireNo longer in use and no longer supported.System is ranked to expire status.But supported by business unit only.
Technology using strategies
CandidatePurposed strategies to business unit
1.Doesn’t present in the future direction and only the extension of current production is allowed.2. .Any purchasing for new system needs special approval.
1. Upgrade plan is needed.2.Destination prototype, in Grow state, must be built to prove the successful results. 3.Any further purchasing needs special approval. 4.Or decide when to be expired.
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IT Technical Project Management
Deliver Business Strategies through projects.
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What should be included in WBS
Scope definition in terms of Level 1 : project name Level 2 : major deliverables Level 3 : detailed deliverables Level 4 : work packages including time, quality, cost constrains
WBS should include : cost budgets ( chart of account ) resources allocation activity description
PeopleEquipmentHardwareSoftwareSuppliesMaterial
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What is SOW
•SOW : Scope of Work
•Project Schedule
•Project Objectives
•Description of the work of the project
•Concise specification of product or service needed in project and for procurement
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Life Cycle of Application Management
RequirementBusiness modelBusiness flowUse casesSequence diagram
DesignClass diagramClass designData, Application, Infrastructure DEV,QA,PROD systemsProject Communication & dash boardChange control
BuildBuild SIT, UAT, PRODSIT, UAT, Stress Test on PRODChange Transportation & importProgress & resources tracking
DeploymentParallel run & TransitionHelp desk building
OperationHelp deskSystem monitoringIncident, Problem, Configuration, Change
Optimization
Trend ( problem mining )Configuration , changeTechnology adoptionDivestment or enhancement
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12 Working Items in IT Technical Project Management
1. Desktop Administration 7. Data Archiving
2. Application Instance Administration 8. Network Administration
3. User Administration 9. Change Management
4. Batch Processing 10. Data Exchange Interfaces
5. Printer Administration 11. Entire System Security
6. Database Administration 12. High Availability
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Major Activities in Project Execution
• Commit Resources
• Implement Resources
• Manage Progress
• Communicate Progress
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What policies we should refer in Project Execution
• Developing project plan
• Quality Management
• Personal Administration
• Financial Control
• Project Execution
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Project Tracking
Requirements Document SRS
High Level Design Document SDD Unit Testing UT
User Guide UG
System Architecture Document SA Test Plan TP
Functional/Integration/stress Test Results SIT
User Training TRG
PrototypeProto
Installation and Operational Manuals IOM UAT Testing UAT
Implementation Impl
PhaseWise Worm
1-Mar-0513-Mar-0525-Mar-056-Apr-05
18-Apr-0530-Apr-0512-May-0524-May-05
5-Jun-0517-Jun-0529-Jun-0511-Jul-0523-Jul-054-Aug-05
16-Aug-0528-Aug-05
9-Sep-0521-Sep-05
3-Oct-05
SRS SA Proto SDD TP IOM SIT UAT UG UT Impl
Phases
En
d D
ate
s
Original Date Revised Date
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Controlling the Project
Integrated Change Control
Risk
Scope Schedule
Quality Cost
PerformanceReport
Configuration Management
Project Management MIS
ContractProject Team Management Stakeholders
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Technical Configuration Management of Project
Technical Configuration
of Project
System Landscape Network Topology
Software Version Control
ConfigurableAttributes Of ITcomponents
Basic Component Information( H/W configuration& S/W License )
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Phrase 1
Risk Assessment Project Plan
Risk Identification
Risk Scoring Tools
Rick Scoring -Probability -Impact -Severity
Phrase 2 Phrase 3 Phrase 4 Phrase 5
Risk Analysis
Actions
Risk Category
-Strategy
-Operational
-Financial
-Human Capacity
-Technology
-Legal & Regulations
Risk Ownership
-Audit
-Financial/Treasury
-Legal
-Human Resource
-Risk Management
-Operational
Risk Maps
Risk Register
Risk Models
Recommendation
Implementation
Project Risk Management
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Step1: Prepare master schedule with all major phases / summary tasks and timelines
Step2: Allocate this major components/ summary tasks to respective members/vendors
Step3: Respective project teams will further divide these major components / summary tasks into detail tasks and finalize the timelines
Step4: PMO will update the master schedule with task level details and timelines.
Project Schedule Management
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Change Control System
A documented procedure to
Submit changes
Manage changes
Managing impacts of changes to project performance
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Major Activities in Project Control
Measure PerformanceRefine Control LimitsTake Corrective ActionEvaluation Effectiveness of Corrective ActionEnsure Plan complianceReassess Control PlansRespond to Risk Event TriggersMonitor Project Activity
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Major Activities in Project Closure
•Obtain Acceptance of Deliverables
•Document Lessons Learned
•Facilitate Closure
•Preserve Product Records and Tools
•Release Resources
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Four Most Important aspects in Project Closure
• Check the work for completeness & accuracy
• Documenting formal acceptance
• Disseminating Project Closure Information
• Archiving records and lessons learned
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Cases that Project end with
• Addition : Resource go to operation support
• Starvation : Resource Cut
• Integration : Resource Reassigned
• Extinction : Project Closeout
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IT/Operation Management
IT Infrastructure & IT Management Tools
Customers
Users
CMDB
IncidentManagement
ProblemManagement
ChangeManagement
ReleaseManagement
Help Desk
CommunicationUpdates
IncidentsEnquiries
SLAService Reports
Service CatalogueException Reports
Audit Reports
Service ReportsIncident Reports
Audit Reports
Problem StatisticsTrend Analysis
Problem ReportsDiagnostic AidsAudit Reports
Change SchedulesChange AdvisoryChange Statistics
Audit Reports
Release ScheduleRelease Statistics
Testing PlanAudit Reports
ConfigurationManagement
CMDB ReportsCMDB StatisticsPolicy/Standards
Audit Reports
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Collecting• SNMP Traps & Variables• Application and System Logfiles• Console Messages• System Messages• Customer Variable• NT Event Log• NT Performance Monitor
Processing• Event processing • Event filtering, prioritizing, and grouping of mes
sages• Sophisticated event correlation on selected plat
forms
Acting• Buffering messages if management system is do
wn• Forwarding messages to pre-defined monitorin
g systems • Performing automatic action
Processing
Acting
Presenting
SystemsNetworksApplicationsDatabasesInternet
Networks
Automation
Collecting
Active System Monitoring
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Project Management v.s. IT Service , IT Operation
GoalBusiness
PlanUpgrade
Deliverables
ServiceOperation
Release Management
Divestment
IT Operation Management
IncidentManagement
ProblemManagement
ConfigurationManagement
ChangeManagement
IT Service Management
FinancialManagement
AvailabilityManagement
CapacityManagement
ContinuityManagement
Scope Constraint Assumption
Project Process Groups
Planning ExecutingMonitoring &Controlling Closing
Project Initiating
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Software & Hardware Life Cycle
1.5 years before End of ExtendedSupport
1 year beforeState Transited from Production ModeTo Maintenance Mode( Extended Support)
G.A. Announcement(Mainstream Support)
Pre -G.A. forEnd User Testing
Research Grow Maintain Contain Expire
Be aware of solving Business Problem. &Build testing Prototype.But never research technology in maintenance mode.
Present CTCB’s future direction and encourage the using of new technology. But never grow technology in maintenance mode.
1.Doesn’t present in CTCB’s future direction and only the extension of current production is allowed.2. .Any purchasing for new system needs special approval.
1. Upgrade plan is needed.2.Destination prototype, in Grow state, must be built to prove the successful results. 3.Any further purchasing needs special approval. 4.Or decide when to be expired.
No longer in use and no longer supported.System is ranked to expire status.But supported by business unit only.
End of SupportEnd of Support
Technology using strategies
Product Life Cycle from Vendor
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Professional Responsibility
•Ensure Integrity
•Contribute to Knowledge Base
•Apply Professional Knowledge
•Balance Stakeholder Interests
•Respect Difference
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Project Management in a Enterprise
Project Management Office
Project Collaboration
Risk Metrics
Reforecast of Cost
Resource Demand
Project Plan
PortfolioAnalysis
Risk Management
Planning &Scheduling
Cost Management& Earned Value
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Areas that Project Managers apply professional knowledge
• Project Management Practice
• Industry Practice
• Technical Area
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Contract Life Cycle
Requirement : SOW
Requisition : RFP, RFI, RFQ
Solicitation : Open Bid
Awarding : Price Negotiation
Contract Conducting : Administration