IT Technology Director Ulysses Page 1 Ulysses Huang 黃炳明.

IT Technology Director Ulysses

Ulysses Huang

黃炳明


Certified Project Management Professional

Solaris 8Certified SCSA & SCNA

SAP 4.x Certified Technical Consultant

Oracle 8 Certified Database Administrator

CheckPoint 2000Certified System Security Engineer

Certified CCNA

IBM Certified AIX 5L System Administrator

Certified Project Management Instructor


What is a project ?

IT Architect and Service Management

IT Technical Project Management

Disaster Recovery for Open System

Agenda


What is a Project

Projects are unique.

Projects are temporary in nature.

Project have a definite beginning and ending date.

Project are completed when the project goals are achieved.

A successful project is one that meets or exceeds the expectations of your stakeholders.

Project must be marketable, beneficial, doable and safe.


What is Project Management

Project Management brings together a set of tools and techniques use to describe , organize and monitor the work of project activities.

• Identifying Requirements

• Establishing clear and achievable objectives

• Balancing the competing demands for quality , time and cost

• Adapting the specifications, plans and approach to the different concerns and expectation of the various stakeholders.


Project Management Process Groups

Initiation Planning

Execution

Control Closing


Project Management v.s. IT Service , IT Operation

GoalBusiness

PlanUpgrade

Deliverables

ServiceOperation

Release Management

Divestment

IT Operation Management

IncidentManagement

ProblemManagement

ConfigurationManagement

ChangeManagement

IT Service Management

FinancialManagement

AvailabilityManagement

CapacityManagement

ContinuityManagement

Scope Constraint Assumption

Project Process Groups

Planning ExecutingMonitoring &Controlling Closing

Project Initiating


communication

communication

IT Service Center

Organization

Leadership

PeopleProcesses

Technology

Role &Responsibility

TechnicalInfrastructure

SkillTools

( Products )

Goals( metrics )

Activities( workflow ) Knowledge

Total Service Management


Initiating the Project

Inputs to initiate a project : Production description Strategic Plan Project Selection Criteria Historical Information

Purpose : A formal recognition of the existence of a project.

Outputs from Project Initiation Project Charter goal and deliverable of the project. Project Overview Document Specification Goal Specific, Measurable, Accurate, Realistic, Time Bound Deliverables Constrain time, quality, cost Assumption Project Manager Assignment


Major Activities in Project Initiation

Determine Project GoalsDetermine DeliverablesDetermine Process OutputsDocument ConstraintsDocument AssumptionDefine StrategyIdentify Performance CriteriaDetermining Resource RequirementsDefine BudgetProduce Formal documentation


Major Activities in Project Planning

Refine ProjectCreate Work Breakdown StructureDevelop Resource Management PlanRefine Time and cost EstimationEstablish Project ControlsDevelop Project PlanObtain Plan Approval


IT Architect and Service Management

IT can only profit through alignment with business strategies.


The Business View of 8 IT Architectures provide the common services to deliver the functional capabilities to business units.

BusinessServices

CustomerOfferings

Employees

BusinessPartner

VISA/MasterCredit Card

Accounts

Information

Agency Services

Advisory

Transactions

NCB

Central Bank

Printing Center

P3 Card Manufacturing

Channel Architecture

Contact Center

Application Architecture

Enterprise Management Architecture

Message & File exchanging Architecture

Core Banking Architecture

Intelligent Routing For Service Agent

CRM- Engage Architecture

Business Intelligence Architecture

CRM- Sales

CRM- Service

Banking , Credit Card , Authorization & Loyalty MGMT

HR, Asset MGMT, Profit MGMT, Strategic Planning & Regulatory Reporting

Value Chainsupply demand

Back Office & Infrastructure Architecture

File Server Mail ServerAntiVirusVideo

ConferenceSecurity Control

Knowledge Base

NetworkManagement

SystemMonitoring

Channel

Self Service

BusinessPartner

B2BInterfaces

Contact Center

IVRPBX

Branch

E-Mail/FAX

Mail

EDC

Enterprise Integration Backbone

CRM- Engage Business Application Architecture

Product Management, Risk MGMT

Content Management Architecture

Knowledge Base, Information Life-cycle Management

Customer, Product, Channel Intelligence

Sync & Async exchanging


The Design View of 16 Architectures designed to implement our services.

BusinessServices

CustomerOfferings

EmployeesBusinessPartner

NCB

GSBPrinting Center

Credit & Debit Card Manufacturing

VISA/MasterCredit Card

Accounts

Information

Agency Services

Advisory

Transactions

Service Delivery ArchitectureHelp Desk, Product Life-cycle, Project Management, Operating Environment, etc.

Directory ArchitecturePeople, Places, Equipments etc.

ITIL ArchitectureIT Service Delivery & IT service Support, System Monitoring, Network Management, etc.

Channel ArchitectureContact Center, IVR & PBX, Branch, e-Mail , FAX, Mail , B2B Interfaces

Information Security Architecture

Middleware & Integration Architecture

Information Management ArchitectureMessage & File Exchanging, RDBMS, SAN, File Server etc.

Application ArchitectureMessage & File Exchanging, RDBMS, SAN, File Server etc.

Platform ArchitectureServer, Desktop, Laptop, Handheld Devices, etc.

Network ArchitectureLAN, WAN, Internet, Intranet, etc.


Within Application Architecture, there are 6 distinct architectures to provide their own services.

Application Architecture

Enterprise Management Architecture

Message & File exchanging Architecture

Core Banking Architecture

Business Intelligence Architecture

Banking , Credit Card , Authorization & Loyalty MGMT

HR, Asset MGMT, Profit MGMT, Strategic Planning & Regulatory Reporting

Business Application Architecture

Financial Product Management

Content Management Architecture

Information Life-cycle Management

Customer, Product, Channel Intelligence

Sync & Async exchanging


Customers

Users

IT/Service Management

IT Infrastructure & IT Management Tools

Alerts , Exceptions and Changes


CapacityManagement

FinancialManagement

IT ContinuityManagement

Service LevelManagement



SLAService Reports

Service CatalogueException Reports

Audit Reports

Availability PlansDesign Criteria

Targets/Thresholds ReportsAudit Reports

Capacity PlansCapacity Reports

SchedulesAudit Reports

Financial PlanTypes & ModelsCost & Charges

Budgets & ForecastAudit Reports

IT Continuity PlansBIA & Risks Analyst

Control CentersDR ContractsAudit Reports


Change R& I Approve Implement

Configuration

Service Level

Organization

Problem

Helpdesk

Specialist

Software Control &Distribution

Management &Monitor


Continuity Management

CapacityManagement

IT Service Management Process

CostManagement

ServicePlan

Information and Communication Infrastructure


System Development and Deployment Strategies

Development System

System could be changed with Involving system administratorSystem recovery and rebuilding practiceAPP developing systemUnit TestingOS, DB & APP upgrading testingOS, DB & APP changes testing

Applying change by system administrator under change managementOS, DB, APP Upgrade Source & ProcedureAssured by System & DB ManagementEntire system upgrade & changes testingBinary Code DeploymentIT Component Based TestEntire System Integration Test

Integration Testing System

User Acceptance System

Managed ChangeData Conversion TestUser Acceptance TestUser Training

Managed Change OS, DB, APP Upgrade Source & ProcedurePerformed by Change ManagementOS, DB, APP Change Source & ProcedurePerformed by Change Management Real Live Environment Real User Account Real User Authorization Necessary Audit Trail System Monitoring Performance Monitoring

Production System


Software Development and Deployment Strategies


Technology alignment map, purpose strategies to business unit.

Rejected Strategic Recommended

Strategically not Recommended

Business Unit

Eliminated from the potential candidate list.

Prove of concept is performed and could be a strategic technology, but not decided yet.

Present in future direction and be placed in grow state.

Does not present in the future and be placed in maintain or contain state.

Be placed in expire state, limited to a business unit and supported by business unit only.

End of Support

ResearchBe aware of solving Business Problem. &Build testing Prototype.But never research technology in maintenance mode.

GrowPresent the future direction and encourage the using of new technology. But never grow technology in maintenance mode.

Maintain

Contain

ExpireNo longer in use and no longer supported.System is ranked to expire status.But supported by business unit only.

Technology using strategies

CandidatePurposed strategies to business unit

1.Doesn’t present in the future direction and only the extension of current production is allowed.2. .Any purchasing for new system needs special approval.

1. Upgrade plan is needed.2.Destination prototype, in Grow state, must be built to prove the successful results. 3.Any further purchasing needs special approval. 4.Or decide when to be expired.


IT Technical Project Management

Deliver Business Strategies through projects.


What should be included in WBS

Scope definition in terms of Level 1 : project name Level 2 : major deliverables Level 3 : detailed deliverables Level 4 : work packages including time, quality, cost constrains

WBS should include : cost budgets ( chart of account ) resources allocation activity description

PeopleEquipmentHardwareSoftwareSuppliesMaterial


What is SOW

•SOW : Scope of Work

•Project Schedule

•Project Objectives

•Description of the work of the project

•Concise specification of product or service needed in project and for procurement


Life Cycle of Application Management

RequirementBusiness modelBusiness flowUse casesSequence diagram

DesignClass diagramClass designData, Application, Infrastructure DEV,QA,PROD systemsProject Communication & dash boardChange control

BuildBuild SIT, UAT, PRODSIT, UAT, Stress Test on PRODChange Transportation & importProgress & resources tracking

DeploymentParallel run & TransitionHelp desk building

OperationHelp deskSystem monitoringIncident, Problem, Configuration, Change

Optimization

Trend ( problem mining )Configuration , changeTechnology adoptionDivestment or enhancement


12 Working Items in IT Technical Project Management

1. Desktop Administration 7. Data Archiving

2. Application Instance Administration 8. Network Administration

3. User Administration 9. Change Management

4. Batch Processing 10. Data Exchange Interfaces

5. Printer Administration 11. Entire System Security

6. Database Administration 12. High Availability


Integration of IT Technical Project Management


Major Activities in Project Execution

• Commit Resources

• Implement Resources

• Manage Progress

• Communicate Progress


What policies we should refer in Project Execution

• Developing project plan

• Quality Management

• Personal Administration

• Financial Control

• Project Execution


Project Tracking

Requirements Document SRS

High Level Design Document SDD Unit Testing UT

User Guide UG

System Architecture Document SA Test Plan TP

Functional/Integration/stress Test Results SIT

User Training TRG

PrototypeProto

Installation and Operational Manuals IOM UAT Testing UAT

Implementation Impl

PhaseWise Worm

1-Mar-0513-Mar-0525-Mar-056-Apr-05

18-Apr-0530-Apr-0512-May-0524-May-05

5-Jun-0517-Jun-0529-Jun-0511-Jul-0523-Jul-054-Aug-05

16-Aug-0528-Aug-05

9-Sep-0521-Sep-05

3-Oct-05

SRS SA Proto SDD TP IOM SIT UAT UG UT Impl

Phases

En

d D

ate

s

Original Date Revised Date


Controlling the Project

Integrated Change Control

Risk

Scope Schedule

Quality Cost

PerformanceReport

Configuration Management

Project Management MIS

ContractProject Team Management Stakeholders


Technical Configuration Management of Project

Technical Configuration

of Project

System Landscape Network Topology

Software Version Control

ConfigurableAttributes Of ITcomponents

Basic Component Information( H/W configuration& S/W License )


Phrase 1

Risk Assessment Project Plan

Risk Identification

Risk Scoring Tools

Rick Scoring -Probability -Impact -Severity

Phrase 2 Phrase 3 Phrase 4 Phrase 5

Risk Analysis

Actions

Risk Category

-Strategy

-Operational

-Financial

-Human Capacity

-Technology

-Legal & Regulations

Risk Ownership

-Audit

-Financial/Treasury

-Legal

-Human Resource

-Risk Management

-Operational

Risk Maps

Risk Register

Risk Models

Recommendation

Implementation

Project Risk Management


Step1: Prepare master schedule with all major phases / summary tasks and timelines

Step2: Allocate this major components/ summary tasks to respective members/vendors

Step3: Respective project teams will further divide these major components / summary tasks into detail tasks and finalize the timelines

Step4: PMO will update the master schedule with task level details and timelines.

Project Schedule Management


Change Control System

A documented procedure to

Submit changes

Manage changes

Managing impacts of changes to project performance


Major Activities in Project Control

Measure PerformanceRefine Control LimitsTake Corrective ActionEvaluation Effectiveness of Corrective ActionEnsure Plan complianceReassess Control PlansRespond to Risk Event TriggersMonitor Project Activity


Major Activities in Project Closure

•Obtain Acceptance of Deliverables

•Document Lessons Learned

•Facilitate Closure

•Preserve Product Records and Tools

•Release Resources


Four Most Important aspects in Project Closure

• Check the work for completeness & accuracy

• Documenting formal acceptance

• Disseminating Project Closure Information

• Archiving records and lessons learned


Cases that Project end with

• Addition : Resource go to operation support

• Starvation : Resource Cut

• Integration : Resource Reassigned

• Extinction : Project Closeout


IT/Operation Management

IT Infrastructure & IT Management Tools

Customers

Users

CMDB

IncidentManagement

ProblemManagement

ChangeManagement

ReleaseManagement

Help Desk

CommunicationUpdates

IncidentsEnquiries

SLAService Reports

Service CatalogueException Reports

Audit Reports

Service ReportsIncident Reports

Audit Reports

Problem StatisticsTrend Analysis

Problem ReportsDiagnostic AidsAudit Reports

Change SchedulesChange AdvisoryChange Statistics

Audit Reports

Release ScheduleRelease Statistics

Testing PlanAudit Reports


CMDB ReportsCMDB StatisticsPolicy/Standards

Audit Reports


Collecting• SNMP Traps & Variables• Application and System Logfiles• Console Messages• System Messages• Customer Variable• NT Event Log• NT Performance Monitor

Processing• Event processing • Event filtering, prioritizing, and grouping of mes

sages• Sophisticated event correlation on selected plat

forms

Acting• Buffering messages if management system is do

wn• Forwarding messages to pre-defined monitorin

g systems • Performing automatic action

Processing

Acting

Presenting

SystemsNetworksApplicationsDatabasesInternet

Networks

Automation

Collecting

Active System Monitoring


Project Management v.s. IT Service , IT Operation

GoalBusiness

PlanUpgrade

Deliverables

ServiceOperation

Release Management

Divestment

IT Operation Management

IncidentManagement

ProblemManagement


ChangeManagement

IT Service Management

FinancialManagement


CapacityManagement

ContinuityManagement

Scope Constraint Assumption

Project Process Groups

Planning ExecutingMonitoring &Controlling Closing

Project Initiating


Software & Hardware Life Cycle

1.5 years before End of ExtendedSupport

1 year beforeState Transited from Production ModeTo Maintenance Mode( Extended Support)

G.A. Announcement(Mainstream Support)

Pre -G.A. forEnd User Testing

Research Grow Maintain Contain Expire

Be aware of solving Business Problem. &Build testing Prototype.But never research technology in maintenance mode.

Present CTCB’s future direction and encourage the using of new technology. But never grow technology in maintenance mode.

1.Doesn’t present in CTCB’s future direction and only the extension of current production is allowed.2. .Any purchasing for new system needs special approval.

1. Upgrade plan is needed.2.Destination prototype, in Grow state, must be built to prove the successful results. 3.Any further purchasing needs special approval. 4.Or decide when to be expired.

No longer in use and no longer supported.System is ranked to expire status.But supported by business unit only.

End of SupportEnd of Support

Technology using strategies

Product Life Cycle from Vendor


Professional Responsibility

•Ensure Integrity

•Contribute to Knowledge Base

•Apply Professional Knowledge

•Balance Stakeholder Interests

•Respect Difference


Project Management in a Enterprise

Project Management Office

Project Collaboration

Risk Metrics

Reforecast of Cost

Resource Demand

Project Plan

PortfolioAnalysis

Risk Management

Planning &Scheduling

Cost Management& Earned Value


Areas that Project Managers apply professional knowledge

• Project Management Practice

• Industry Practice

• Technical Area


Contract Life Cycle

Requirement : SOW

Requisition : RFP, RFI, RFQ

Solicitation : Open Bid

Awarding : Price Negotiation

Contract Conducting : Administration


Q & A

Thank you

IT Technology Director Ulysses Page 1 Ulysses Huang 黃炳明.

Documents

Transcript of IT Technology Director Ulysses Page 1 Ulysses Huang 黃炳明.

IT Technology Director Ulysses Page 1 Ulysses Huang 黃 炳 明.

Documents

Transcript of IT Technology Director Ulysses Page 1 Ulysses Huang 黃 炳 明.

IT Technology Director Ulysses Page 1 Ulysses Huang 黃炳明.

Transcript of IT Technology Director Ulysses Page 1 Ulysses Huang 黃炳明.