Aligning Your Organization's Strategic Direction, Roadmaps, and Technology, ASAE #Tech16

ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context

Aligning Your Organiza9on’s Strategic Direc9on, Roadmaps, and Technology 14 December 2016, 3pm

Duane Degler, Design for Context @design4context Slides available online: http://designforcontext.com/insights/asaetech2016strategy

ASAE Tech 2016: Aligning Your Strategic Direc9on, Roadmaps, and Technology 14 December 2016 @design4context 2

•  Before GPS, we used prior knowledge and maps to plan in advance

•  Now, we iden9fy a des9na9on and route planning is dynamic

•  Hazards and unexpected changes are adjusted dynamically as we progress


•  Associa9ons are different. How many star9ng points do you have?

•  Interim milestones and external responsibili9es create pause-‐points and inter-‐connects along the way.


I’m a volunteer for that event”

“I’m changing my member

profile”

“My commi\ee is crea9ng a new

publica9on”

“My commi\ee is crea9ng a new

publica9on”

•  “Outside In” perspec9ve

•  Your members, a\endees, subscribers, and volunteers have their own points where they engage with you, and these cross department boundaries.


Mo#va#ons, responding to internal/external situa#ons

•  Internal efficiencies

•  New offerings or internal collabora9ons

•  External partnerships

one-‐offs or duplicated efforts

5


Elements of an approach

•  Establish a vision • Why? Understand the problems / opportuni9es

• What? Consensus

•  How? Priori9es and collabora9ons •  Understand your resources

•  Users, environment, content, data, technology

•  Budget, team, commitment

•  Roadmap: Plan your route(s) •  Internal and external drivers •  Consider priori9es, dependencies, capabili9es

•  Establish sustainable technology support

6


ESTABLISH A VISION

•  Facilita9on

•  Vision

•  Keeping the Vision alive

7


Facilita#on

8


Key points about facilita#on

•  Be interac9ve – it’s not a mee,ng

•  Process and ground-‐rules are your friend •  Be true to the spirit of what is said

•  Objec9fy comments

•  Capture ideas in ways that other people can relate to them

•  When you’re in the room, you build a shared perspec9ve. Make it easy for others to share, too.

•  Challenges •  Blending professional associa9on people and domain people

•  Facilita9on roles vary with power dynamics

9


Vision prototype – making Vision tangible (example)

10


Who are the keepers of your vision?

•  A/er facilita5ng the crea5on of a vision for a redesign or new product, who becomes responsible for keeping the vision alive?

•  You may assume it is a responsible department or Product Manager… but it may not be who you think.

•  Who carries the passion? Who advocates? Who cares?

11


Establish a vision

Establish a Vision

12

Understand your resources

Roadmap: Plan your route(s)

Establish sustainable technologies

Internal efficiencies New offerings/ collabora,ons

External partnerships

Ac9ve facilita9on with everyone, focused on goals

Foster a shared understanding of stakeholder needs

Explore common aspira9ons, needs, and capabili9es

Approach

Mo,va,ons


UNDERSTAND RESOURCES

•  Users

•  Environment

•  Content

•  Data

•  Technology

13


Understand your Users

•  Engage users at every point in the process

•  Don’t just ask what people want… discover what they need •  Perspec9ves • Mental models

•  Priori9es •  Goals / outcomes

•  Involve both regular, commi\ed users and new users as part of each engagement

•  Make it part of your rou9ne

14


Understand your Environment

•  How is your environment shiming? What are people telling you? •  Listen to your members, volunteers, a\endees, as well as non-‐members in the domain

•  What are your peers doing? What can you learn?

•  Are there analogues to your opera9ng model? •  Some9mes, looking outside your usual peer group is instruc9ve

•  How can you monitor this – proac9vely – over 9me?

15


Understand your Content and Data

•  What is valuable? •  To your members / stakeholders / users

•  To the larger domain / profession you serve

•  To your bo\om line

•  To the opera9on of the systems and the organiza9on

•  How do you define “quality”?

•  How do you define “relevance”?

•  Who is responsible? When?

16


Understand your Technology

•  What is serving you well?

•  Where is the data able to be decoupled from the plaporms? Where is it very 9ghtly coupled?

•  What creates a drain on your resources?

•  How long can you run with it – without risk – if you have to?

•  How do you support and build on your internal team skills?

17


Establish a vision

Understand Resources

18






Surface common language, needs and unique perspec9ves

Consider mul9ple uses of content

and data resources

Iden9fy gaps, alignments, and

needs for harmoniza9on

Approach

Mo,va,ons


PLAN YOUR ROUTE(S)

•  Create and manage your roadmap

•  Coordinate ac9ons among working teams

•  Keep everyone grounded in the organiza9onal view

19


Roadmap

From 100’s of comments, inputs, requirements

To a deep spreadsheet where they are organized

To a one-‐page summary, used monthly

To a simple, graphical execu9ve reference point

20


Establish a usable roadmap

Group Short Term Mid-‐Term Long-‐Term Framework Clarify structure,

naviga9on Streamline look and feel

Streamline access levels

Expand access for external users

Establish interac9on model between elements

Enhance interac9ons between element

Define complex interac9ons elements

Customer/Prospect DB

Consolidated data Develop base view Enhanced, context sensi9ve views and access points

Develop responsive view

Further develop tools and views

Iden9fy views and access points

Support history tracking dependencies

Communica#ons Iden9fy types and priori9es

Integrated views independent of mechanism

Clarify views and rela9onships


Automate response op9ons

Define model with person and issues

Integrate with 3rd party tools

Workflow Iden9fy rules and user interac9ons

Build rules engine Define work management op9ons

Build work management op9ons

Establish interac9on model

Build base no9fica9ons and access points

Enhance no9fica9on and access points

Group Short Term Mid-‐Term Long-‐Term Framework Clarify structure,

naviga9on Streamline look and feel

Streamline access levels

Expand access for external users

Establish interac9on model between elements

Enhance interac9ons between element

Introduce 2nd 9er interac9ons elements

Finalize machine learning framework

Member/Volunteer DB

Consolidated data Develop base view Enhanced, context sensi9ve views and access points

Develop repor9ng views for dashboard

Further develop tools and views

Add cloud-‐based abstrac9on layer

Iden9fy views and access points


Communica#ons Iden9fy types and priori9es

Integrated views independent of mechanism

Clarify views and rela9onships


Automate response op9ons

Define model with person and issues

Integrate with 3rd party tools

Workflow Iden9fy rules and user interac9ons

Build rules engine Define work management op9ons

Build work management op9ons

Re-‐evaluate performance metrics

Establish interac9on model

Build base no9fica9ons and access points

Provide API for customer integra9ons

Enhance no9fica9on and access points

Completed In progress At risk

21


Emphasize priori#es within larger ini#a#ves

22

Phase 1 Phase 2 Phase 3

1. People (Member/Volunteer DB)

2. Communica9ons

3. Workflow

4. Knowledge Base

5. Issue Tracking

6. Membership ini9a9ves


Balance effort across working groups

23


Bind business and technology views of a project

24

MEM

BER

MEM

BER SERV

ICES REPRE

SENTA

TIVE

Epic #21: Process a member request

Request a service

Member found?

Epic #15: Create new member

Find available services

Service available?

Address valid?

Receive new service request

US #1032 Find

member record

US #1041

Verify address

US #1016 US #1017

Edit address

US #1018

Browse services

US #1058

Search services

US #1059

Preview a service

US #1060 View

recommenda9ons

US #1061 Submit service request

US #1035 US #1033

Receive confirma9on

US #1036

US #1042

US #1034

Yes

No

Yes

No

Yes

No


Establish a vision

Plan Your Route(s)

25






Manage change while suppor9ng exis9ng services

Expose richer themes, more heterogeneous

offerings

Ar9culate / sync responsibili9es and

capabili9es

Approach

Mo,va,ons


ESTABLISH SUSTAINABLE TECHNOLOGIES

•  Move legacy systems off the cri9cal path

•  Create a sustainable ecosystem

•  Enable flexible data

•  Build rich rela9onships across the organiza9on

26


Harmonize and foster flexibility

27

Separate data management

from data delivery.

This helps take

legacy system changes off the critical path.

Ecosystem Translation

& Integration Pipeline

Digital Access Facility

APIs, end-

points

Identity Mgmt

Rights Mgmt

Content & Asset

Management

Data History Store

Common Graph Store Application

Layer

Data managing

applications

End user (internal & external)

applications

Sources Layer

Infrastructure, data storage,

legacy applications

External data

sources

Models, Vocabs

Relationship Manager

SUSTAINABILITY


Linked Data is “Next Gen”

28

Paper records

•  Filing systems •  Manual coding

RDb

•  Data models (omen proprietary)

XML

•  Schemas •  Controlled vocabularies

<xml />

RDF

•  Ontologies •  Shared vocabularies

Organiza,on

Structure, Math

Independence

Expressiveness

Collec9ons RDB


Many different names… but one essen#al nature

29

It’s about the rela,onships

Linked Data Graph Data

Seman9c Web

Knowledge Graph Open Graph Schema.org

Subject (a noun)

Object (a noun)

Predicate (a verb)


Consider Linked Data’s Value

•  Do more with your own content •  Eliminate data/info silos

•  Improve access to informa9on resources

•  Enhance the member’s experience

•  Serve new audiences • Manage content and programs more flexibly

•  Enhance/extend your ins9tu9onal rela9onships •  Combine your data/informa9on resources with 3rd par9es

•  Offer “open content” for easy reuse by others •  Gather new insights about how data is used •  Collaborate to create new resources

30


Shared meaning

31

Local Vocabulary

Shared Vocabulary

Your organiza9ons are focal points for domains and subjects. So your local vocabularies can become norms for broad shared vocabularies.


Establish a vision

Establish Sustainable Technologies

32






Separate data management from

delivery


delivery

Become a “hub” for domain/industry

ac9vity

Approach

Mo,va,ons


PUT IT IN GEAR AND GO

33


Principles to support coordina#on

•  Communica9on •  Team

•  Stakeholder •  Cons9tuents

•  Consistency of language •  Simple language, used consistency, builds commitment

•  Avoid “oh, we call it this… what do you call it?”

•  Culture of honest flexibility •  Avoid “date-‐before-‐value” mentality, even where deadlines ma\er

•  Listen to feedback and perspec9ves

34


Keep the big picture in mind

35

Vision

Org / Business Perspec9ves

Specific Project Perspec9ves

Project Approach

Design Approach

Design Specifics


Nurture champions

36

Cul9vate seeds of

understanding, ownership, and

advocacy.

Who cares?


Establish a vision

Align Strategic Direc#on, Roadmaps, Technology

37




Internal efficiencies

Ac9ve facilita9on with everyone, focused on goals

New offerings/ collabora,ons


Foster a shared understanding of stakeholder needs

Explore common aspira9ons, needs, and capabili9es

Surface common language, needs and unique perspec9ves

Consider mul9ple uses of content

and data resources

Iden9fy gaps, alignments, and

needs for harmoniza9on

Manage change while suppor9ng exis9ng services

Expose richer themes, more heterogeneous

offerings

Ar9culate / sync responsibili9es and

capabili9es


delivery


delivery

Become a “hub” for domain/industry

ac9vity

Approach

Mo,va,ons


Aligning Your Organiza9on’s Strategic Direc9on, Roadmaps, and Technology Duane Degler

Design for Context

[email protected]

@design4context

Slides available online: http://designforcontext.com/insights/asaetech2016strategy

Government & Nonprofit

Aligning Your Organization's Strategic Direction, Roadmaps, and Technology, ASAE #Tech16