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Page 1: Page 1 02/12/00 Strategic Requirements Approach John Tullis DePaul Instructor john.d.tullis@us.arthurandersen.com

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02/12/00 Strategic Requirements Approach

John TullisDePaul [email protected]

Page 2: Page 1 02/12/00 Strategic Requirements Approach John Tullis DePaul Instructor john.d.tullis@us.arthurandersen.com

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e-business

Using Internet technologies to connect critical business systems to

key constituencies(customers, suppliers, distributors)

Web

IT Data/applications Core business processes Reliability, security and availability

Universal access Standards

E-business defined

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Determining where the organization is and needs to be helps to develop a roadmap to get there.

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The IT project lifecycle as it relates to e-business, infrastructure, or technology can be mapped out as follows: Determining where you are in the lifecycle, and what steps need to be taken helps ensure that emphasis is placed on exploiting technology as the servant of the requirements of the organization and business.

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The goal of todays e-business Technology/Infrastructure assessment is to help determine gaps, tactical and strategic directions.

- Where am I- How did I get here- What are my strengths- What are my weaknesses- What technology am I using- How do I support the current infrastructure- What is my organizational structure- Where am I going- How am I meeting business objectives

- Why should I change- Where am I going- How do I get there- How do I use my strengths- How do I reduce my weaknesses- What technology do I use- How does my support change- How does my organizational structure change- Linkage to corporate objectives

- W hat do I do- How do I do it- When do I do it- Who does it- What are the risks- In what order do I change- Do I have the necessary skills- Operational readiness

ASSESSMENT

IMPLEMENTATION

STRATEGIC PLANNING

e-business Strategy is a Living, Evolving Process that must be continually reviewed and evaluated.

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In building an e-business, emphasis is usually placed on technology. However, if the focus is supporting the requirements of the business then the emphasis shifts to exploiting technology to support the business infrastructure.

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General discussion information for building a technology infrastructure to support e-business.

What Web enabled applications are in place today? Internal Internet Usage/applications

–Mail/POP3–FTP–Gopher services–Telnet–WWW Browsing–Other

External Internet applications–Web advertising/communication page–Linkage to back end systems such as registration, libraries, financial aid

–Advertising links on service providers such as YahooIntranet

–Student applications–Administrative applications–Educational applications

Extranet, e-business, e-commerce–"Organization" to vendors–e-business/e-commerce

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General discussion information continued...

What are the usage volumes and usage patterns of the applications discussed?

How critical is their availability and performance to the "Organization" today?

What significant technical/infrastructure issues exist today with these appications?

What is the general student perception of these applications? What is the "Organization"/Administrations perception of these

applications? What is the current budget and financial support for Web applications? What are the desired Web applications that will be built in the next six to

twelve months? What is the desired Web application and usage vision long term?

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NetscapeWebserver

Web Application Server

ApacheWebserver

GOWebserver

WebSphere Application Server/WebLogic

NT/Win 95

S/390, AS/400

AIX, Solaris, ...

DominoWebserver

MicrosoftWebserver

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ClientsThin client modelServer managed

Web-enabled Application Servers

Mail, collaboration, data, transactions

ContentWeb Management Server Java client management

Network InfrastructureStandards-based Internet

technologies & protocols

Web Application Servers

Business logicData services

ConnectorsAccess to existing data

and applications

Application Programming ModelCommon Java basedWrite once, run anywhere

External Services

Design TargetWeb centered, multi-tier

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External ServicesApplications and Data

Connectors

JavaServletBeansEnterpriseBeans

Standard App ProtocolsSMTP, POP/IMAPNNTP, IRC, ...

ClientsWeb, mail, news, business, ...Universal access ... PCs --> Tier 0

Standard InfrastructureTCP/IP, SSL, X.509v3URL, LDAPHTTP/HTML, IIOPBorder Services

Web-enabled Application ServersMail, Collaboration, Data, Transactions

JavaAppletBeans

Web Appl Servers

Content

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Technology environment - Server Can you describe and review the software technologies currently

being used to support e-business? Discussion to focus on current and future technologies.

Operating System - Windows NT, Windows 2000, Linux, AIX, Solaris, HP-UXe-business server - Apache, MS IIS, Domino, WebSphere Commerce, ATG

Dynamo, Broadvision, Blue MartiniContent, Web, Commerce, Database Serverse-business layered products - Windows/Performance add ons - Netscape

analyze, IIS State-business database - Oracle/DB2 UDBe-business communications/interfaces - MQSeries, CORBA ORBDNS/DHCP

Can you describe and review the server hardware technology currently in place to support e-business? Discuss curent and future needs and requirements.

Unix vs Intel based - Configurations and PerformanceServer vs Workstation basedDescribe fault tolerance and redundancy of hardwareDescribe test hardware in placeBackup and Recovery technologies

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Technology environment - Networks

Can you describe the following Network technologies used to support e-business servers and connectivity. Focus on present issues and future design plans? Focus on capacity, performance, redundancy, diversity, recoverability.

Switches, Routers, Hubs in CoreCampus connectivity and Network topology from core to edgeSwitches, Routers, Hubs in edge/wiring closetsWiring topologyServer Connectivity to InternetFirewall/SecurityWan connectivity to remote sites and offices - frame relay, pt to pt circuits,

fractional T'sDial Up connectivityReview Protocols & StandardsAvailability & Service LevelsTraffic Dynamics

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Technology environments - Client/ Workstation

Can you describe and discuss the current workstation/user environment? Review current issues and future designs.

Hardware - What is the typical user device?Printer/Print ServerNetwork connectivity - Performance and Network link such at 10BT or 100BTOperating System - Win NT, 95Office Automation Software - MS SuiteApplication software internal to "Organization"Menuing software to help user navigate sitesLayered Software on clientBrowser Software on clientNetwork computer and Web application enablement

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The Systems Management Life Cycle approach facilitates selecting a strategic technology solution, designing and deploying the technology and infrastructure.

Ph

as

e 1

Se

lec

t S

tra

teg

ic

So

luti

on

Operation

Delivery Management

Alternate Sourcing

Assessment

Strategy

Solution Selection

High Level Design

Detailed Design

Development

Deployment

To

ols

Pro

cess

Peo

ple

Ph

as

e 2

- D

esi

gn

an

d

De

plo

y S

olu

tio

n

Ph

as

e 3

De

liv

er

Se

rvic

es

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Multiple approaches can be taken during Phase 2. The most appropriate solution path(s) are selected during Solution Selection.

Assessment

Strategy

Solution Selection

Potential Execution Paths

ToolDrivenDesign

ServiceDelivery

InfrastructureDesign

ProcessSpecific

PointSolution

AlternateSourcing

Operation

Delivery Management

Sel

ect

Str

ateg

icS

olu

tio

n

Ph

ase

1

Des

ign

&D

eplo

yS

olu

tio

n

Ph

ase

2

Del

iver

Ser

vice

Ph

ase

3

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A process model provides the foundation for performing an assessment of processes.

IBM Corporation. 1995 All rights reserved.

Understand Solution Requirements

Design Solutions Construct and Integrate

Solutions Test Solutions Gain Customer Acceptance

and Certification

Understand Customer Requirements

Market IT Offerings Administer Service Levels Provide IT Operational Support

to Customers Manage Customer Satisfaction

Establish IT Management System Framework

Plan IT Management System

Evaluate IT Management System

Define Change Management Practices

Plan Deployment Administer Change Implement Change

Enable Service Delivery Requirements

Match Resources to Commitments

Perform Services Sustain Service

Delivery Capability

Establish IT Value Conduct Research Develop IT Strategy Justify Offerings &

Infrastructure Portfolio Define IT Architecture Develop/Track IT Plan

Manage IT Finance Procure Services and

Components Price Offerings & Administer

Customer Contracts Manage IT Inventory and Assets Manage Security Manage Human Resources Manage Skills Portfolio

Maintain Configuration Information

Manage Availability Manage Facilities Supporting

IT Manage Backup and

Recovery Manage IT Continuity Manage Performance and

Capacity Manage Problems Manage Events

SatisfyCustomerRelation-

ships

Manage IT

BusinessValue

Support ITServices andSolutions

Deliv

er

Operat

ional

Servi

ces

Manage IT

Assets and

Infrastructure

Provi

de

Enterp

rise

IT

Man

agem

ent

Syste

m

Realize

Solutions

Deploy Solutions

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How are the following Processes are performed, maintained, and managed for e-business?

Change Management and application staging process Problem Managment and recovery process Backup and recovery of e-business systems What Operational processes are in place and how does

Operations interact with e-business systems? IT Disaster Recovery process - How is Disaster Recovery

established for e-business systems? Business Recovery process - What process is in place for the

business to recover from e-business application problems? Availability Management process - How do you monitor availability

today, and what process is in place to recover from availabilty or performance problems for e-business?

Call Management and Help Desk process - Can you describe the process for supporting and training end users and establishing/monitoring users, user policies, and service levels?

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How are the following Processes are performed, maintained, and managed for e-business?

User Training process - How are users trained to use e-business sytems, and what tools and technologies are available to them for this process?

Service level process - How and what service levels are established, monitored, and reported?

Capacity Planning process - How are e-business systems planned from a capacity and growth perspective?

Performance Management process - How is performance monitored, and what is done when there are performance problems?

Event Monitoring and Correlation process - What is the process to manage console events and how are they correlated downstream to network, client, server, and e-business systems?

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How are the following Processes are performed, maintained, and managed for e-business?

IT Asset management process - How are e-business assets managed and what is the process for keeping them current and licensed?

Security management process - What is the process for applying and managing e-business security, and how would respond to an e-business security threat?

Financial/Budgetary process and cost of ownership - What is the process for budgeting e-business expenditures, tracking them, and determining that they are producing relating to their budgeted expenditures?

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Building Successful e-business Applications

Server-centric Standards-based Quick to deploy, easy to use Leverage core systems Scalable Manageable & Secure

SAP on AIX

Windows95

DB2,Oracle

NetscapeIE

CICS/390DB2 on S/390

WebSphereCommerceNetscape

Sun Solaris

The Application Model You

Choose Matters

Baan on HP/UX

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BrowsersNotes Clients

Existing Clients

WebApplicationServer

Billing

CustomerInformation

Inventory

Logistics

HumanResources

Add new browser interface to existing systems little or no change required to existing applications Enables support for new classes of users

Leverage Existing Assets

The Fast Path to e-business

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Web Application Topology

HTML Client

AppClient

AppClient

Pro

toco

l F

irew

all

Do

mai

n F

irew

all

ApplicationServer

----Business

Logic

ExistingAppsandData

Critical & Non-criticalData

Non-criticalData

Directory & Security Services

Co

nn

ecto

rs

Inte

rnet

Dis

pat

cher

Web

Server----

UI Logic

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Network Services

Internet

Extranet

Remote Workers,Suppliers, Business Partners

Customers

Network Border ServicesTraffic dispatcher

Load BalancingScalable serversHigh Availability Options

Proxy Servers (HTTP, FTP, Socks, mail etc.)

Content filteringAuthentication and access controlCaching

Firewalls - Packet filteringUnknown address rejectionAddress "hiding" -- NAT

VPN - Encryption over public network

Corporate IP Network (Intranet)

Security Services

Directory Server

Network Directory ServerLDAP support Integrated in OS and solutionsExploitation by applications and middlewareRobust directory management & adminIndustry standard schema/data modelsScalable/High Performance

Network Security ServicesToolkits -- SSL, KeyWorksGlobal Sign OnCertificate Authority

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Shared Resources

Session state

Replicated Files(AFS/DFS)

Databases

Directory

Externalservices

Firewall

Scaling - Load Balancing

Network Dispatcher

to s

erve

r a

A workload

B workload to server b

C workload to server c

B

C

A

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Tools - Application Development, Monitoring, and Management

Describe and review the application monitoring and management requirements today, the tools that are in place, and what is required in the future.

Review the application development approach & toolset.Discuss programming tools.How is code designed and reused and are their tools to assist?What database build and design tools are in place?What database management, monitoring, and recovery tools are in place?Describe disk space management tools.What application capacity management?What application performance management tools are in place?What application security tools are in place?What load balancing tools are in place or being considered?

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Tools - Server and Client software and tool sets for Management and Monitoring

Review the tool sets used to support the server and client environment

Server software and tools sets–Server software release level tracking–Software/Hardware Performance Monitoring–Software/Hardware Capacity planning–Software/Hardware Testing–Server/Client software distribution–Server Management and Systems Management–Help Desk/Problem Tracking

Client software tools–Software Distribution–Security–Remote Control–Hardware/Software monitoring–Asset Management–Scripting–Single Signon

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Tools - Network Management and Monitoring

Describe Network Software and management of the Network. Review present and future design issues focusing on management, recovery, operational monitoring.

Network managementEvent management tools, correlation, and thresholdsUse of SMNP and MIB's on e-business devices - how are they set up and

deployedSniffer and troubleshootingIP address managementDNS/DHCP ManagementNetwork performance and capacity toolsNetwork testing and load testing

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Change Stimulates AnxietyA key notion in change management is the 'container', that is, social and organizational arrangements that help people limit their sense of risk - so that the work they must accomplish is manageable.

In the absence of good containers people will feel too anxious to work effectively.

Center for Applied Research

Organizational Change Management is key for significant IT 'change' - an executable plan is needed that helps contain risk and organizational anxiety.

Org Design & Change Mgmt

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Organizational Change Management can require significant time and will require ongoing executive commitment.

Org Design & Change Mgmt

Why is Change Management Important?Change Takes Time?

Behavior

Bel

iefs

and

Ass

umpt

ions

Values

Culture

3-5 Years Many Years

Key Influences· Leadership· Two-way communication· Small success stories· Progress reports· Involvement· Understanding of “WIIFM”· (“What’s -in-it-for-me”)

How:· Leadership· Experience· Trust· Significant

Change· Succesful

Communications· Change

Management

How:

·Skills developmentWork tools

· Recognition and Rewards· Coaching/mentoring· Compensation· Measurements· Procedures· Cross-functional Teams· Performance Plans· Etc.

High

Low

Employees Will Change?

Time

“Uniformed Optimism”

CurrentState

FutureState

Em

ploy

ee In

tere

st a

ndM

otiv

atio

n

“Realization of Effort and Complexity”

“Informed Pessimism”

Light at the end of the tunnel?

5-6 Months

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21% / 1.7 hrs

60% / 4.8 hrs

19% / 1.5 hrs

23% / 1.9 hrs

40% / 3.2 hrs

21% / 1.7 hrs

15% / 1.2 hrs

Personal

Social and Gossip(loss of 1.7 hours)

Retraining

Productive Work(loss of 1.7 hours)

Work and Productivity Impact During Significant Change

“Changing highly interdependent settings is extremely difficult because, ultimately you have to change nearly everything. Because of all the interconnections, you can rarely move just one element by itself. You have to move dozens or hundreds or thousands of elements, which is difficult and time consuming and can rarely - if ever be accomplished by just a few people”

John P. Kotter, Harvard "Organization"

42% LostProductivity

An effective change management action plan addresses the dramatic drop in productivity generally associated with transformation

Org Design & Change Mgmt

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Organizational - Goals and Level of Sophistication

What level of e-business sophistication does the organization have today?

What level of e-businss sophistication does the organization want for the future?

What level of financial support is there to support this level? What level of Executive support is there to support this level? What level of IT management support What level and quantity of staff is there to support this level? How hard is it to get and retain IT staff to support the

infrastructure and technology environment? How much infrastructure and technology needs to be built

internally or can be provided by an external service provider? How much does currently source and perform internally, and

what are the feelings about outsourcing or out-tasking?

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Organizational - Budgetary and Financial

What is the current budget to support Web initiatives?Capital Budget for this year and next three years?Operating Budget for this year and next three years?

What should be the budget to support desired initiatives?CapitalOperating

Can some of the development be financed or amortized over the life of the project?

How is cost of investment measured? How does the "Organization" know it is optimizing expenditures? How is cost of ownership measured? How do individual departments help budget and fund e-business

initatives?

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People - Skills, Availability, and Focus

What resources are available to perform the following functions and e-business setup?

Hardware installationServer Installation - Content, Web, Commerce, Database ServersFirewall & SecurityNetwork and Network HardwareClient software design and implementationSoftware installation and customization Operating systemsControl programs, Communications subsystems & MiddlewareTesting and Quality AssuranceData Migration Plan and data conversion

Identify all the resources required for on-going support & what the requirements will be for e-business?

Helpdesk,Level 2/3 technical supportHardware maintenanceOperationsServers & Systems ManagementDatabase administration & SecurityProcesses Management