PLANNING MANAGEMENT TOOLS FOR INFORMATION CENTERS

PLANNING MANAGEMENT TOOLS FOR INFORMATION CENTERS

Saad Haj Bakry, PhD, CEng, FIEE

Saad Haj Bakry, PhD, CEng, FIEE

PRINCIPLESPRINCIPLES

ORGANIZATIONSORGANIZATIONS

INFORMATION

CENTRES

INFORMATION

CENTRES

TARGET

TOOLS

TARGET

TOOLS

Saad Haj Bakry

IMPLEMENTATION

IMPLEMENTATION

IC Planning Management Tools

IC PLANNING MANAGEMENTIC PLANNING MANAGEMENT

PRINCIPLESPRINCIPLES

Saad Haj Bakry

Principles

FRAMEWORK

FRAMEWORK

TARGET TOOLS TARGET TOOLS

PLANNING MANAGEMENTPLANNING MANAGEMENT

PLANNING

PLANNING

IC Planning Management Tools

PLANNING

TECHNOLOGY PEOPLE

ORGANIZATION

Environment

TT

OO

PP

Competitiveness

Principles

Saad Haj Bakry

TIME:

PERFORMANCE

IC Planning Management Tools

Saad Haj Bakry

Principles

PEOPLE: T & O SOURCE & TARGET / T USERS : T STAFF / MANAGERS : OTHERS

PEOPLE: T & O SOURCE & TARGET / T USERS : T STAFF / MANAGERS : OTHERS

TECHNOLOGY:

KNOWLEDGE,

TOOLS & SERVICES

TO SUPPORT THE

PERFORMANCE OF

ORGANIZATIONS

TECHNOLOGY:

KNOWLEDGE,

TOOLS & SERVICES

TO SUPPORT THE

PERFORMANCE OF

ORGANIZATIONS

ORGANIZATION:

A STRATEGIC UNIT WITH

PURPOSE, STRUCTURE,

FUNCTION, PROCESS

PERFORMANCE &

FUTURE

ORGANIZATION:

A STRATEGIC UNIT WITH

PURPOSE, STRUCTURE,

FUNCTION, PROCESS

PERFORMANCE &

FUTURE

IC Planning Management Tools

Saad Haj Bakry

Principles

PERFORMANCE / COMPETITION: AVAILABILITY / RESPONSE / CONGESTION / INTEGRITY /

CONFIDENTIALITY / COST : BENEFITS : MARKET

PERFORMANCE / COMPETITION: AVAILABILITY / RESPONSE / CONGESTION / INTEGRITY /

CONFIDENTIALITY / COST : BENEFITS : MARKET

ENVIRONMENT:

AWARENESS,

CULTURE,

REGULATION

ECONOMY

ENVIRONMENT:

AWARENESS,

CULTURE,

REGULATION

ECONOMY

PLANNING:

VISION / STRATEGY /

PLANS FOR

ACHIEVEMENTS AT

TARGET DATES

PLANNING:

VISION / STRATEGY /

PLANS FOR

ACHIEVEMENTS AT

TARGET DATES

IC Planning Management Tools

PLANNING ISSUES PLANNING ISSUES

Saad Haj Bakry

Principles

FOR WHO:

ORGANIZATIONS

FOR WHO:

ORGANIZATIONS

WHAT:

IT / USE

WHAT:

IT / USE

WHY:

LOOKING BEFORE LEAPING /

QUALITY / COST-EFFECTIVE

WHY:

LOOKING BEFORE LEAPING /

QUALITY / COST-EFFECTIVE

HOW:

PAST / TRENDS / STANDARDS /

EXPERIENCE / TOOLS

HOW:

PAST / TRENDS / STANDARDS /

EXPERIENCE / TOOLSTIME TIME

IC Planning Management Tools

PLANNING NATURE PLANNING NATURE

Saad Haj Bakry

Principles

CONTINUOUS CHANGE:

HORIZONTAL

EXPANSION VERTICAL

UPGRADING SHORTER

MTBS GROWING

COMPETITION

CONTINUOUS CHANGE:

HORIZONTAL

EXPANSION VERTICAL

UPGRADING SHORTER

MTBS GROWING

COMPETITION

CONTINUOUS NATURE / MANAGEMENTCONTINUOUS NATURE / MANAGEMENT

TIME SCALE:

SHORT TERM

MEDIUM TERM

LONG TERM

TIME SCALE:

SHORT TERM

MEDIUM TERM

LONG TERM

IC Planning Management Tools

PLANNING TIME SCALEPLANNING TIME SCALE

PAST: What to Avoid

PAST: What to Avoid

MEDIUM TERM: Line of Products (5Y)

MEDIUM TERM: Line of Products (5Y)

SHORT TERM: What to Obtain (2Y) SHORT TERM: What to Obtain (2Y)

PRESENT: What is in Use

PRESENT: What is in Use

LONG TERM: Vision / Guidelines

LONG TERM: Vision / Guidelines

Saad Haj Bakry

PrinciplesIC Planning Management Tools

PLANNING PROCESSPLANNING PROCESS

Saad Haj Bakry

Principles

CURRENT STATE CURRENT STATE

REQUIREMENTSREQUIREMENTS

DEVELOPMENTDEVELOPMENT ALTERNATIVE STATES ALTERNATIVE STATES

TARGET STATE TARGET STATE

DECISION MAKINGDECISION MAKING

EVALUATIONSEVALUATIONS

EVALUATIONSEVALUATIONS

TIMECHANGE

MODULARITY

PLANNING

SUPERPOSITIONINTEGRATION

IC Planning Management Tools

PLANNING MANAGEMENTPLANNING MANAGEMENT

Saad Haj Bakry

Principles

VIEWING CURRENT STATE / REQ VIEWING CURRENT STATE / REQ

CONTINUOUS MONITORING CONTINUOUS MONITORING

DIAGNOSING PROBLEMSDIAGNOSING PROBLEMS

DECISION MAKINGDECISION MAKING

DEVELOPMENT SCENARIOSDEVELOPMENT SCENARIOS

UNDERSTANDING

DYNAMIC CHANGE

EVALUATE / BOTTLE-NECKS

ALTERNATIVE PLANS

TARGET PLANCOMPETITIVENESS

(TQM / REENG)

IC Planning Management Tools

TARGET TOOLSTARGET TOOLS

Saad Haj Bakry

Principles

INTEGRATED MODULAR INFORMATION MAP

(IM)2 FOR INFORMATION CENTRES (IC) OF

ORGANIZATIONS (SU) CONSIDERING THE

ISSUES OF THE FRAMEWORK (TOP) TO

MANAGE PLANNING / CHANGE

INTEGRATED MODULAR INFORMATION MAP

(IM)2 FOR INFORMATION CENTRES (IC) OF

ORGANIZATIONS (SU) CONSIDERING THE

ISSUES OF THE FRAMEWORK (TOP) TO

MANAGE PLANNING / CHANGE

IC Planning Management Tools

ORGANIZATIONORGANIZATION

Saad Haj Bakry

ORGANIZATION (SU) PROFILE

ORGANIZATION (SU) PROFILE

IT CHALLENGES

IT CHALLENGES

Organization

IC Planning Management Tools

STRATEGIC UNITSTRATEGIC UNIT

OWNERSHIPOWNERSHIP

SUSU

Saad Haj Bakry

Organization

GEOGRAPHYGEOGRAPHY

LEADERSHIPLEADERSHIPNATURENATURE

PERFORMANCEPERFORMANCEACTIVITIESACTIVITIES

MANAGEMENTMANAGEMENT

INFORMATION SERVICES

INFORMATION SERVICES

IC Planning Management Tools

Saad Haj Bakry

Organization

NATURE:

SERVICES /

MANUFACTURIN

G / AGRICULTURE

NATURE:

SERVICES /

MANUFACTURIN

G / AGRICULTURE

OWNERSHIP:

PUBLIC / PRIVATE / OTHERS

OWNERSHIP:

PUBLIC / PRIVATE / OTHERS

GEOGRAPHY:

LOC. / NAT. / INTERNAT.

GEOGRAPHY:

LOC. / NAT. / INTERNAT.

ACTIVITIES:

PRIMARY /

SUPPORT (IT) /

PROCESS

ACTIVITIES:

PRIMARY /

SUPPORT (IT) /

PROCESS

INFORMATION SERVICES:

STORAGE / PROCESSING /

TRANSFER (NETWORKING):

DATA / VOICE / PICTURE

INFORMATION SERVICES:

STORAGE / PROCESSING /

TRANSFER (NETWORKING):

DATA / VOICE / PICTURE

IC Planning Management Tools

Saad Haj Bakry

Organization

LEADERSHI

P: LOW

COST /

QUALITY /

DIFFERENCE /

FOCUS

LEADERSHI

P: LOW

COST /

QUALITY /

DIFFERENCE /

FOCUS

MANAGEMENT:

STRUCTURE /

OPERATION:

CENTRALIZED /

DISTRIBUTED

MANAGEMENT:

STRUCTURE /

OPERATION:

CENTRALIZED /

DISTRIBUTED

PERFORMANCE:

COST: Primary, Support, Waste /

COMPETITION: Market / RESPONSIVENESS: Time

PERFORMANCE:

COST: Primary, Support, Waste /

COMPETITION: Market / RESPONSIVENESS: Time

IC Planning Management Tools

CHALLENGESCHALLENGES

SUSU

Saad Haj Bakry

Organization

GLOBALIZATION: WORLD CLASS COMPETITIVENESS

GLOBALIZATION: WORLD CLASS COMPETITIVENESS

PLANNING MANAGEMENT

PLANNING MANAGEMENT

IT USE

EXPANSION

IT USE

EXPANSION

CHANGE /

PLANNING

CHANGE /

PLANNING

IC Planning Management Tools

Saad Haj Bakry

Information Centres

INFORMATION CENTRESINFORMATION CENTRES

CHALLENGESCHALLENGES

SCOPE SCOPE

PROFILE PROFILE

IC Planning Management Tools

Saad Haj Bakry

Information Centres

ARCHITECTUREARCHITECTURE

IC PROFILE: (1/2)IC PROFILE: (1/2)

COMPONENTSCOMPONENTS

SERVICESSERVICES

MANAGEMENTMANAGEMENT

DEMANDSDEMANDSSU

REQUIREMENTS USERS FUNCTIONS

IT STAFF TASKSIC RESPONSE:

PERFORMANCE

SU SUPPORT ACTIVITIES

INTEGRATED SYSTEM

BASIC ELEMENTS

TECHNOLOGY:

Info, SW, HW /

NETWORKING,

COMMUNICATIONS

/ STANDARDS

IC Planning Management Tools

Saad Haj Bakry

Information Centres

IC PROFILE: (2/2)IC PROFILE: (2/2)

TT

OO PPDEMANDSDEMANDS

MANAGEMENTMANAGEMENT

SERVICESSERVICES

ARCHITECTUREARCHITECTURE

COMPONENTSCOMPONENTS

IC Planning Management Tools

WORLD

INTERNET

WORLD

INTERNET

COOPERATION

EXTRANET

COOPERATION

EXTRANET

SU / IC

INTRANET

SU / IC

INTRANET

IC SCOPEIC SCOPE

USERUSER

Saad Haj Bakry

Information Centres

IC Planning Management Tools

CHALLENGESCHALLENGES

ICIC

Saad Haj Bakry

FINE RESPONSE TO SU REQUIREMENTSFINE RESPONSE TO SU REQUIREMENTS

COST EFFECTIVENESS

COST EFFECTIVENESS

IT FAST

DEVELOPMENT

IT FAST

DEVELOPMENT

PLANNING MANAGEMENT / CHANGE PLANNING MANAGEMENT / CHANGE

Information Centres

PROFILE CLASSIFICATIONS / INTERLINKINGPROFILE CLASSIFICATIONS / INTERLINKING

IC Planning Management Tools

Saad Haj Bakry

TARGET TOOLSTARGET TOOLS

Tools

IC (IM)2 STRUCTURE IC (IM)2 STRUCTURE

SPECIALIZED MODULES

SPECIALIZED MODULES

BASIC MODULE BASIC MODULE

INTEGRATIONINTEGRATION USEUSEOUTCOMEOUTCOME

IC Planning Management Tools

Saad Haj Bakry

Tools

IC (IM)2IC (IM)2

DEMANDSDEMANDS

MANAGEMENTMANAGEMENT

SERVICESSERVICES

ARCHITECTUREARCHITECTURE

COMPONENTSCOMPONENTS

ORGANIZATION

ORGANIZATION

PEOPLEPEOPLE

TECHNOLOGY

TECHNOLOGY

LINKS

IC Planning Management Tools

Saad Haj Bakry

BASIC MODULEBASIC MODULE

Tools

ORGANIZATION PROFILE ...

ORGANIZATION PROFILE ...

TECHNOLOGY:

Profile of IC Services Activities Linked to:

Organization Profile & IC Services

Systems

TECHNOLOGY:

Profile of IC Services Activities Linked to:

Organization Profile & IC Services

Systems

PEOPLE:

Profile of People Associated with:

Organization Profile & IC Services Systems

PEOPLE:

Profile of People Associated with:

Organization Profile & IC Services Systems

Background for the (IM)2

IC Planning Management Tools

Saad Haj Bakry

DEMANDS MODULEDEMANDS MODULE

Tools

LINKS:

ORIGINATORS (Org. Req / People)

TARGET (Service System)

LINKS:

ORIGINATORS (Org. Req / People)

TARGET (Service System)

Requirements / IC Driving Force

NATURE:

ACCESS / USE

PERFORMANCE /

SECURITY

NATURE:

ACCESS / USE

PERFORMANCE /

SECURITY

RELATED ISSUES: Past / Current State / Trends RELATED ISSUES: Past / Current State / Trends

IC Planning Management Tools

Saad Haj Bakry

MANAGEMENT MODULEMANAGEMENT MODULE

Tools

LINKS:

DEMANDS /

SERVICES

SYSTEMS /

PEOPLE

LINKS:

DEMANDS /

SERVICES

SYSTEMS /

PEOPLE

IC Managed Response to Requirements

ISSUES: SERVICES PERFORMANCE /

MAINTENANCE / FAILURE /

CONFIGURATION / SECURITY /

SCOPE / SLA(S) /

STANDARDS / FINANCIAL / ...

ISSUES: SERVICES PERFORMANCE /

MAINTENANCE / FAILURE /

CONFIGURATION / SECURITY /

SCOPE / SLA(S) /

STANDARDS / FINANCIAL / ...

IC Planning Management Tools

Saad Haj Bakry

SERVICES MODULESERVICES MODULE

Tools

LINKS:

MANAGEMENT (Demands, People)

ARCHITECTURE

LINKS:

MANAGEMENT (Demands, People)

ARCHITECTURE

IC Actual Response to Requirements

PROVIDERS:

IC SERVICES SYSTEMS

PROVIDERS:

IC SERVICES SYSTEMS

ISSUES:

DEMANDS v CAPABILITIES /

STANDARDS

ISSUES:

DEMANDS v CAPABILITIES /

STANDARDS

IC Planning Management Tools

Saad Haj Bakry

ARCHITECTURE MODULEARCHITECTURE MODULE

Tools

LINKS: SYSTEMS (Management,

Demands, People) /

COMPONENTS

LINKS: SYSTEMS (Management,

Demands, People) /

COMPONENTS

IC Services Systems Backbone / Integration

FUNCTION:

STORAGE /

PROCESSING /

NETWORKING

FUNCTION:

STORAGE /

PROCESSING /

NETWORKING

ISSUES: INTEGRATION / STANDARDS ISSUES: INTEGRATION / STANDARDS

IC Planning Management Tools

Saad Haj Bakry

COMPONENTS MODULECOMPONENTS MODULE

Tools

LINKS:

ARCHITECTURE

(Services Systems,

Management, Demands)

LINKS:

ARCHITECTURE

(Services Systems,

Management, Demands)

IC Basic Operating Elements

HARDWAREHARDWARE COMMUNIC.COMMUNIC.

SYSTEM

SOFTWARE

SYSTEM

SOFTWARE

NETWORK

SYSTEM

NETWORK

SYSTEM

APPLICATION SOFTWAREAPPLICATION SOFTWARE

INFORMATION SYSTEMSINFORMATION SYSTEMS

IC Planning Management Tools

Saad Haj Bakry

INTEGRATIONINTEGRATION

Tools

INTEGRATED WHOLEINTEGRATED WHOLE

MODULEMODULEBASIC MODULEBASIC MODULE

SUBMODULESUBMODULE

RECORDRECORD

SUBRECORDSUBRECORD

OTHER MODULESOTHER MODULES

NESTED

LINKS

IC Planning Management Tools

OUTCOMEOUTCOME

Saad Haj Bakry

Tools

FLEXIBLE WEB BASED INTEGRATED MODULAR INFORMATION MAP (IM)2

FOR AN INFORMATION CENTER (IC) OF AN ORGANIZATION (SU) ILLUSTRATING

ITS CURRENT STATE & REQUIREMENTS

AND ENABLING

PLANNING / CHANGE MANAGEMENT

FLEXIBLE WEB BASED INTEGRATED MODULAR INFORMATION MAP (IM)2

FOR AN INFORMATION CENTER (IC) OF AN ORGANIZATION (SU) ILLUSTRATING

ITS CURRENT STATE & REQUIREMENTS

AND ENABLING

PLANNING / CHANGE MANAGEMENT

IC Planning Management Tools

USEUSE

Saad Haj Bakry

Tools

FRAMEWORK

FOR IC STATE

FRAMEWORK

FOR IC STATE

UNDERSTANDING CURRENT

STATE & REQUIREMENTS

UNDERSTANDING CURRENT

STATE & REQUIREMENTS

DIAGNOSING

PROBLEMS

DIAGNOSING

PROBLEMS

RESPONSE TO

CHANGE

RESPONSE TO

CHANGE

PLANNING / DESIGNING FUTURE STATE (SHORT / MEDIUM / LONG TERM)

PLANNING / DESIGNING FUTURE STATE (SHORT / MEDIUM / LONG TERM)

IC Planning Management Tools

Saad Haj Bakry

IMPLEMENTATIONIMPLEMENTATION

OUTCOME CHARACTERISTICSOUTCOME CHARACTERISTICS

(IM)2 CONSTRUCTION

(IM)2 CONSTRUCTION

PROPOSAL PROPOSAL

Implementation

IMPLEMENTATION

PHASES

IMPLEMENTATION

PHASES

IC Planning Management Tools

Saad Haj Bakry

FLEXIBLE COMPUTER TOOLS: WEBFLEXIBLE COMPUTER TOOLS: WEB

OUTCOME CHARACTERISTICSOUTCOME CHARACTERISTICS

Implementation

COMPREHENSIVE BASE MAPCOMPREHENSIVE BASE MAP

TARGET MAP: (IM)2TARGET MAP: (IM)2

INTEGRATED MODULAR STRUCTUREINTEGRATED MODULAR STRUCTURE

INTERACTIVE USE

Generic Architecture

Standards

Specific Organization IC Fact Finding

(Transparent) (Use Benefits)

IC Planning Management Tools

IC GENERIC INTERACTIVE INTEGRATED

MODULAR INFORMATION MAP: GI (IM)2 (IC SHELL ON “WEB”)

IC GENERIC INTERACTIVE INTEGRATED

MODULAR INFORMATION MAP: GI (IM)2 (IC SHELL ON “WEB”)

IC SPECIFIC INTERACTIVE INTEGRATED

INFORMATION MAP: SI (IM)2

(PRACTICAL IC ON “WEB”)

IC SPECIFIC INTERACTIVE INTEGRATED

INFORMATION MAP: SI (IM)2

(PRACTICAL IC ON “WEB”)

Saad Haj Bakry

(IM)2 CONSTRUCTION(IM)2 CONSTRUCTION

ImplementationIC Planning Management Tools

IMPLEMENTATION PHASESIMPLEMENTATION PHASES

FIRST PHASE:

DEVELOPING IC

“GI (IM)2”

FIRST PHASE:

DEVELOPING IC

“GI (IM)2”

Saad Haj Bakry

SECOND PHASE:

PRODUCING IC

“SI (IM)2”

SECOND PHASE:

PRODUCING IC

“SI (IM)2”

ImplementationIC Planning Management Tools

PROPOSALPROPOSAL

FIRST PHASE:

DEVELOPING IC “GI (IM)2”

The Outcome is of Generic Nature and would be Applicable

World Wide To Various IC(s)

FIRST PHASE:

DEVELOPING IC “GI (IM)2”

The Outcome is of Generic Nature and would be Applicable

World Wide To Various IC(s) Saad Haj Bakry

FOR: NATIONAL / INTERNATIONAL SUPPORT FOR: NATIONAL / INTERNATIONAL SUPPORT

ImplementationIC Planning Management Tools

Saad Haj Bakry

IC Planning Management Tools

LET’S BUILD IC “GI (IM)2” FOR THE BENEFIT OF SU(s) AROUND THE

WORLD