RETURN TO MAIN Implementing a Change Control Procedure Within Your Firm Presented by: TOBI M. HALL...

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Implementing a Change Control Procedure Within Your Firm

Presented by:

TOBI M. HALL

SYSTEMS OPERATIONS MANAGER

SHOOK, HARDY & BACON L.L.P.

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FORMAT

WHY?Why do I want to have a change control system?

HOW?How do I set it up and how is it managed?

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WHY

Provides a consistent process for implementing changes that impact your user community

Fulfills requirements from your clients

Provides tracking of all system changes

Promotes communication between departments

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HOW

Develop a process that works both for your system owners and your user community

Get buy in from middle and executive management

Define in writing the Terms, Roles and Procedures

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TERMS

System Change

Any alteration to firm-managed information technology hardware, software or operating system configurations, and any alteration in standards for desktop hardware, software or image configuration.

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TERMS

Planned System Change

A system change that does not resolve a system outage condition.Emergency System Change

A system change that restores an inoperative system to working order.

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TERMSChange Request Status

Change requests are categorized by status. A change request may assigned one of seven potential statuses

Denied – The change is not acceptable.Pending approval – The change request has been prepared for the change management team and is awaiting approval.Approved – The change request has been approved by the change management team. The change is scheduled to occur within a specific time frame.Completed – The change has been successfully implemented.Overdue – The change has missed its scheduled implementation date. The change request must be resubmitted before the change may be implemented.Resubmitted for approval – The change was previously approved, but required a schedule or scope change. This change status acts as a pending approval change until the change management team grants approval. Emergency – This change took place to resolve an outage situation. This type of change acts as a pending approval change until the change management team grants approval.

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ROLES

System Change OwnerPerson accountable for overseeing a system change request

Change Management TeamGroup of supervisors and managers who are responsible for approving or denying a system change request.

Help DeskResponsible for notification to the user community of any changes that may impact their day-to-day work.

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PROCEDURE

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PROCEDURE

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OPEN DISCUSSION

QUESTIONS????