Effective IS Planning: Achieving a Balance Between Ideal and Executable June 25, 2003 NCC Bldg., Diliman Quezon City

Effective IS Planning: Achieving a Balance Between Ideal and

Executable

June 25, 2003NCC Bldg., Diliman

Quezon City

AGENDA

• About Soluziona

• Definition of Effective IS Plan

• Systematic ISP: The Soluziona Methodology

• Benefits of an Effective IS Plan

• Synthesis

• Q & A

• About Soluziona




• Synthesis

• Q & A

0.47

1.471.92 2.39

3.24

7.8

0

1

2

3

4

5

6

7

8

9

10

1996 1997 1998 1999 2000 2001

Revenues in millions of $converted at $1=P51

71

95

147

183

202

0

20

40

60

80

100

120

140

160

180

200

220

1996-97 1997-98 1998-99 99-2000 2000-01

Number of Employees

IT and Management Consulting firm Started operations in 1996 ISO-certified Systems Implementation Methodology

in asia pacific

Engineering

Quality and the

Environment

Telecom-municationsConsulting

Our Services

Management Consultingand Process Management

Collaboration and Knowledge Technologies

Technology Outsourcing

Software Factory

Business Intelligence

Customer Relationship

Enterprise Resource

Management

Planning

Management Consulting and Process Management

• Strategy formulation and implementation

• Organizational structure optimization

• Business Process Analysis and Reengineering

• Change management

Areas of Activity

Software Factory

• Custom Applications Development

• Offshore Development

Areas of Activity

Business Intelligence

•Datawarehouse and Business Intelligence consulting

•Datawarehouse and BI Application implementation

•Datawarehousing Tools

Areas of Activity

Customer Relationship Management

• CRM

• Multi-channel Strategy

• Enterprise Application Integration

Areas of Activity

Enterprise Resource Planning

• Analysis of the Current Situation

• ERP Implementation

• ERP Optimization

Areas of Activity

Collaboration and Knowledge Technologies

• knowledge management

• groupware and workflow

• e-solutions

• e-marketing and interactive design

• security

• document management

Areas of Activity

Sectors Industry and Services

Government

Utilities

Government

• The Administration's Relationship with Citizens

• Modernization of Public Administrations

• Organizational and Technological challenges

• Development of IS/IT plans, Change Management strategies, Feasibility studies and other Technical Assistance projects

• IS/IT Outsourcing and ASP services for government institutions

• Implementation of IT solutions in order to build an electronic administration

• Network and Database Management services

We address the following public administration challenges:

We offer:

Telecommunications

Financial Services

Health and Pharmaceuticals

Education

Manufacturing

Others

Industry and Services

Our expertise covers the following business areas:

Customer Care

Billing and Collections

Marketing and Sales

Networks

Information Systems

Telecommunications

Our services include:

Organizational Consulting

Analysis and Re-design of Business Processes and Procedures

Development of Products and Services

Technology Consulting: Implementation of Information Systems

Financial Services

Products and Services•Bank Management System (TOPAZ)

•Insurance Management Systems

•Investment Management Systems

•Business Intelligence and Datawarehousing

•Financial Risk Management

•Document Management and Groupware

•Management Consulting

•e-Consulting

•Applications Outsourcing and Technology Consulting

Health and Pharmaceuticals

• Hospitals/Clinics

• hospital/clinic management system (ISIS)

• reporting tools

• Health Maintenance Organizations (HMOs)

• Enterprise Resource Planning

• Business Process Consulting

• Pharmaceuticals

• sales analysis and tracking system

• discount authorization and monitoring

• About Soluziona




• Synthesis

• Q & A

Effective IS Plan

What is an effective IS Plan: - it should contain what your org really and actually needs, to achieve your VMO

- it should be executable (fiscally, administratively,

“realistically”, and “politically”

Effective IS Plan

What is NOT an effective IS Plan: - not just an inventory of your org’s sytem needs

- not just an inventory of your org’s hardware/IT needs

- not just an inventory of your personal/departmental/org

“wants”

- not a summary/thesis on the latest market trends

- not simply a copycat/replication of another agency’s ISP

Effective IS Plan

Summary of major success factor components: - align with agency/management directions

- take into account 3 pillars: org, process, system

- measure it against benchmarks

- consider latest trends and technologies

- follow systematic and proven/tested methodology

- get the benefit of objective and knowledgeable assessment

Effective IS Plan

Effective Definition of IS Plan: - An assessment of the current situation of each business unit in terms of process, organization, and technology;

- Definition of the detailed recommendations based on assessment;

- Formulation of specific action plans and medium-term strategies to support the proper execution of the

recommendations

• About Soluziona




• Synthesis

• Q & A

Soluziona Methodology

Characteristics: - systematic, ISO-certified, proven

- rooted in VMO/overall strategy

- heavy on validation/client consultation

- comprehensive documentation

- importance of Steering Committee/ Management participation

- importance of sign-offs

- utilizes 3 pillars: org, process, system

Business Transformation

ENTERPRISE ARCHITECTURE

PR

OC

ES

SE

S

HR

SYS

TE

MS

INFRASTRUCTURE

STRATEGY

Knowledge and

experience

End-to-end services

Sector specialization

Soluziona Methodology

INFORMATION GATHERING

INFORMATION GATHERING

DIAGNOSIS and ANALYSIS

DIAGNOSIS and ANALYSIS

ORG.

RECOM.RECOM.

FORMULATION OF THEFINAL PLANS

FORMULATION OF THEFINAL PLANS

FOLLOW-UP AND CONTROL OF THE PROJECT

Formulation of IS Plan

Identification of purpose

and objectives

Identification of purpose

and objectives

Definition of Work Plan

Definition of Work Plan

Definition of project teamDefinition of project team

Formulation of Risk

Management Plan

Formulation of Risk

Management Plan

Tasks

Phase 1: Organization

TasksIdentification of necessary

info

Identification of necessary

info

Identification of Mgt

directives

Identification of Mgt

directives

Definition of data gathering

strategies

Definition of data gathering

strategies

Interviews & ResearchInterviews & Research

Summaries

Summaries

Phase 2: Information Gathering

Gap analysisGap analysisStrengths and Weaknesses

Strengths and Weaknesses

Recommendations

Recommendations

Action PlansAction Plans

Tasks

Phase 3: Analysis and Diagnosis

Def’n of supporting tech.

framework

Def’n of supporting tech.

framework

Specification of the new systemsSpecification of

the new systems

Tasks

Implementation Plan

Implementation Plan

Presentation and approval of

IS Plan

Presentation and approval of

IS Plan

Phase 4: Formulation of Final Plans

• About Soluziona




• Synthesis

• Q & A

Benefits of an Effective IS Plan

1. ISP that is Ideal/What you really need

- take advantage of technology as an enabler of functions

- take you a step closer to achieving your objectives

- offer opportunity of being a “showcase organization”

2. ISP that is executable- benefits of #1

- plus, with it being implementable, “foreseen benefits” shall be translated to “actual/tangible gains”

• About Soluziona




• Synthesis

• Q & A

Synthesis1. IS Plans are integral components of an org’s strategy/ direction

- functional enabler

- strategic enabler

- “showcase” driver

2. It is important that IS Plans be formulated the right way

- 2 paradigms: real needs, executable

- 3 key success factors: strategic alignment, “best practices”-/ benchmark-compliant, process-org-system integration

- 2 skill-set standpoints: knowledgeable, objective

• About Soluziona




• Synthesis

• Q & A

Thank you!

Contact Info:

Ryan Z. Velasco

Soluziona

4220957

[email protected]

Rij Langkay

Soluziona

4220957

[email protected]

Documents

Effective IS Planning: Achieving a Balance Between Ideal and Executable June 25, 2003 NCC Bldg., Diliman Quezon City