transition and transformation october 2015 · within the transition and transformation capability...

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TRANSITION AND TRANSFORMATION

OCTOBER 2015


CONTENTS

1 Coeus Transition and Transformation ...................................................................................... 3

2 Methodology & Approach ........................................................................................................ 4

3 Experience ................................................................................................................................ 7

4 Company Overview .................................................................................................................. 9


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1 COEUS TRANSITION AND TRANSFORMATION

Coeus offers a broad range of IT advisory and consultancy services across a variety of technology capabilities,

from short strategic assessments through to transformation and benefits delivery.

Within the Transition and Transformation capability Coeus supports clients to successfully deliver IT

transformational change by providing end to end programme advisory ranging from strategy and governance

services to functional and technical implementation.

1.1 Business Challenges regarding IT Transition and Transformation

Business organisations are needing to deliver business goals whilst anticipating changes in markets and

technology, and need to ensure that IT delivers the value they need in this changing business landscape. Key

questions that need to be answered include;

� How can we manage our programmes efficiently and efficiently?

� How can we ensure the benefits are realised during the transformation?

� How do I maintain the confidence of the executive / steering committee?

� Is the programme progressing against plan to meet the timescales, budget and the quality of delivery

defined in the business case?

� Do we understand the risks of the roll-out plan?

� How can I avoid costly implementation bills and get it right first time?

� How do I get the best from my strategic delivery partners?

1.2 Coeus Transition and Transformation Service Offerings

Coeus offers a number of different Transition and Transformation services to enable their clients to align IT

to the needs of the business.

� IT Transition – consolidated transition of an organisations IT Service Delivery whether directly from an

internal organisation, or another service provider

� IT Change Management – managing IT and people change through robust process design and execution.

Utilising proven Coeus methodologies to ensure committed stakeholders, high levels of user adoption

and benefits realisation plans

� IT Transformation – management of the programmes and projects to effect a smooth shift from current

mode of operation to future mode of operation through effective governance and stakeholder

engagement

� Programme Assurance – analysis of programme and project performance and effectiveness utilising our

proven methodologies

� Accelerated PMO – structured programme and project management to create, drive and maintain

standards and continued delivery


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2 METHODOLOGY & APPROACH

2.1 Methodology

Coeus offers a full programme and project management service covering, Portfolio Management,

Programme and Project Set-up and Programme and Project Assurance.

The diagram below outlines the overall programme management service:

Whilst the applicable service in this instance is the programme and project setup offering, it is important to

understand that Coeus consultants can draw upon the wealth of knowledge, experience, templates and

toolsets from the IT Transformation practice.

These knowledge articles, templates, and tools help to ensure that Coeus can start to add value on day one

of the assignment. The fact that this is a service offering, backed by a highly experienced IT Advisory firm,

means that our consultants can pull upon the collective company knowledge and skills to help expedite

programmes and / or minimise risks for our clients.


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2.2 Approach

Coeus’ approach for programme set-up and management has been developed over a number of years

having conducted similar exercises for other large organisations:

Phase 1: Mobilisation & Planning

Programme mobilisation and planning is the bedrock to a

successful programme, for which Coeus have developed a

number of frameworks and tools that are used and tailored to

meet the specific requirements of the programme. The

experience of our consultants means that they are extremely

capably of learning the client context and landscape quickly and

picking the relevant tools and methodology to ensure a

successful programme.

These include governance and escalation frameworks, business

case templates, programme reporting, and stakeholder analysis

tools. The key outputs from this phase are:

• Stage 0 business case

• Stakeholder strategy

• Governance and reporting strategy

• Integrated Programme Plan

• Dependency map


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Phase 2: Develop & Build

The second phase is all about starting to implement the governance and reporting structure as defined

within the mobilisation and planning phase. The effort put into stakeholder strategy and analysis in the

previous phase can really help ensure alignment to common goals and objectives, laying the way for a

successful programme.

Typically the ‘develop and build’ phase is where the architecture and supplier selection is undertaken, if

required.

The programme reporting also commences in earnest

and the Coeus Programme Office reporting toolset has

been honed to provide central and consistent reporting

and tracking across the programme and this a single

version of the truth. The reporting system allows the

programme manager to understand the status of all of

the tasks, milestones and any potential risks and issues

that exist. The same toolset is also used to help

generate executive briefing packs and steering board

reports, as defined within the governance plan – thus

ensuring that all levels of the programme have the

same information on which to act as necessary.

Phase 3: Deploy

By this phase the programme is in full operation, utilising the governance and reporting systems established

in the previous phases. The reporting system is critical to ensure that all aspects of the programme are

understood and any deviations acted upon quickly and effectively.

The focus on effective governance ensures that any deviations or significant risk of deviation from the plan

or budget is acted on swiftly and effectively to either rectify or mitigate against. When this is combined with

the right governance forums and escalation paths, it makes the programme far more agile to cope with the

inevitable bumps in the road.

To help ensure that the inevitable problems do not detract too much from the execution of the programme,

the ethos of effective ongoing risk and issue management is in each and every Coeus consultant. Ensuring

that risks mitigation plans are regularly reviewed and updated can help to both prevent them from

happening in the first place, or when they do happen the impact of them is reduced to a minimum.

Phase 4: Operate

Whilst the actions or inactions in the mobilisation of any programme and have a significant baring on the

success of a programme, the final phase can be just as detrimental to its success, if not more. In this phase,

the programme manager will ensure that business operations are fully engaged with the handover of any

deliverables and clear success criteria are defined for both the go-live and any subsequent warranty period.

Typically our programme managers would engage business operations from the outset; to ensure that they

are setup for success for when they inherit the solution. However, this is where they both must work very

closely together to ensure a successful exit from the warranty period, with all of the appropriate knowledge

documented and transferred.


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3 EXPERIENCE

Coeus’ services and skills are tailored to address the complex challenges of today’s CIO organisation. Our

strengths lie in advising clients on strategic and operational change to enable the identification, sourcing and

delivery of optimal technological solutions and services.

We believe that Coeus is ideally placed for the following key reasons:

• We are have undertaken similar projects for our clients and our level of knowledge in these areas is

second to none

• We provide trusted independent advice at all times critical to this type of engagement

• We have skilled mature staff with directly relevant recent market experience, covering both IT strategy

development and commercial reviews in an outsourced environment

• Appropriate methodologies developed through experience of conducting this type of engagement for

other similar organisations

• Deep knowledge and understanding of how other similar organisations are currently defining their IT

organisations and the mix of internal and external resources

The Case Studies below provide addition detail on projects Coeus has recently worked on. All of these

engagements were conducted on a joint team approach whereby the Coeus team worked directly with or

alongside the client team. The resource split is typically 50/50 but can be tailored to meet the specific needs

of the project or any client resource challenges.

3.1 Service Integration and Management (SIAM) for Global Pharmaceutical

Background to the project

Due to the poor performance and lack of flexibility of the ‘first generation’, single source, IT outsource

provider the organisation decided to move to a new multi-source environment. As part of the sourcing

strategy the decision was taken to insource key components to bring the control and management back in

house, which included the service integration and management (SIAM) function.

Approach

Using its past experience Coeus was asked to support the SIAM design and implementation activity to ensure

a successful transition back in-house, including:

• SIAM operating model and organisation structure design, including FTE numbers, processes,

governance and implementation plan

• Design of new service management processes e.g. incident, problem & change management to

effectively coordinate activities across the towers in a multi-source environment

• Detailed transition planning, role mapping, recruitment activity and a sharp focus on risk mitigation

• Significant business change activity to support the transition and to secure the new ways of working

and culture

Outcomes and deliverables

Working with the client organisation’s team Coeus rapidly produced:

• Business case for sourcing options

• Documented sourcing strategy, negotiation and communications plan

• Steering board paper and presentation to Group CIO and CFO


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Benefits

The benefits of working with the Coeus team were:

• SIAM operating model and organisational structure

• Service management processes defined and implemented

• Transition and risk mitigation plans

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