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Assessing IT Situation
    Overview for assessing &
    understanding I.T. current state
The Assessment Roadmap

Objective: develop an efficient, actionable transition path from
current state to a realistic, significantly improved future state



 Determining the current state of I.T. is the first
     step in understanding and improving.
    Gauging the current state against some
      expectation or standard creates the
                 assessment.




                Property of Batton Consulting Inc. 2010. Released under
Assessment & Roadmap Flow

   Current State              Target State




                                                  Org.                          Process
                   Practice Gap
                                                Readiness                      Readiness
                     Analysis
                                               Assessment                     Assessment




           Improvement                     Change
                                                                      Change Plan
             Portfolio                    Inventory




                                           Tradeoff                                        Program
                                                                       Roadmap
                                          Evaluation                                        Scope




                                                                       Release              Program
                                       Program Plan
                                                                       Strategy            Estimation




                                                        Program
                          Risk Analysis
                                                       Organization




                    Property of Batton Consulting Inc. 2010. Released under
Assessment Setup

   What is driving your assessment?
   Who is sponsoring?
   Determine assessment purpose & mode combo
   Plan & execute activity appropriate to assessment
    purpose & mode
   Assure sponsor(s) and area leadership is
    supportive




               Property of Batton Consulting Inc. 2010. Released under
Assessment modes


   Formal assessment                        Informal assessment                                  New CIO

• Broad scope                           • Limited scope                                  • Self performed
• More than casual                      • Limited funding                                • Formal or informal
  coordination needed                   • Usually self performed                         • Lay of situation
• Assessment is potential               • Little coordination needed                       • Quick broad exposure
  significant driver                    • Assessment is not                                • Identification of
  • Money                                 signficant driver                                  immediate challenges
  • Direction                           • Topic is not controversial                       • Deeper understanding
  • Priorities                          • Ex. Is our ChgMngt                                 of strengths/weaknesses
• Topic is potentially                    process adequate?                                • Particulars of business
  controversial                                                                              & IT approaches
• Usually outsider performed                                                             • 1st 30-45 days
• Can afford to do it well
• Ex. Are we positioned to
  implement ITIL?



                               Property of Batton Consulting Inc. 2010. Released under
Evaluation Purposes

                                  Value assess


       Resource                                                         Cost
      Competency                                                      Reduction




                                                                           Business
  Competitive
                                                                          Credibility
  Benchmark
                                                                         /Satisfaction




                  Capability-                           Best
                   Maturity                            Practice


            Property of Batton Consulting Inc. 2010. Released under
I.T. Assessment Topics


 Business
                        Management                                Data Center
  Line


Development                   Security                             Telecom



                               Vendors


        Property of Batton Consulting Inc. 2010. Released under
Assess Topics Example – Data Center

 Service level management                           Problem management
 Financial management                               Configuration
 Capacity management                                 management
 Availability management                            Incident management
 Workforce management                               Release management
 Infrastructure engineering                         Change management
 IT service continuity                              Security engineering
 Service desk                                       Security administration




                 Property of Batton Consulting Inc. 2010. Released under
Assessment Activity Outline


                                                                             Identify
Define goal of                    Determine
                                                                           concerns or
 assessment                      current state
                                                                               gaps


 Appropriate                         Gather                                 Define
for informal?                     information                              objectives


  Identify                        Define                                    Develop
 area(s) for                   mechanics for                               action plan
 evaluation                     assessing                                   with staff

                 Property of Batton Consulting Inc. 2010. Released under
Formal Assessment Process


Prep                               Conduct                                      Report
•   Analyze reqmnts                 • Prep participants                         • Define current
•   Develop plan                    • Do self-assess                              state
•   Set team                        • Objective evidence                        • Generate results
•   Develop tools                   • Compile                                   • Deliver results
                                      information                               • Archive results
                                    • Verify
                                      discrepancies
                                    • Evaluate outcomes
                                    • Validate




                      Property of Batton Consulting Inc. 2010. Released under
Key Assessment Challenges

   Meaningful state comparatives & targets
   What information to gather
   Executing efficiently
   Overcoming fear & politics
   Overcoming internal personnel time & skill
    constraints
   Lessening observational bias
   Focusing on what’s valuable




              Property of Batton Consulting Inc. 2010. Released under
Further information on this

                                                       Contact Mike
                                      BCI provides focused consultation and
                                    assistance in improving IT process & delivery


                                 IT organization evaluation              Turnaround management/temporary CIO
                                 Strategy and issue consultation         Project advisory or management
                                                                          Architecture direction & rollout


 •   Quicker and more accurate problem identification and solution
 •   More dependable delivery of key IT initiatives/projects
 •   Ideas for IT improvement that are tested & work
 •   An objective viewpoint that sees the whole picture
 •   Deep experience delivering business value through technology


     Executive IT help & leadership when you need it

Contact: Mike Batton, President, Batton Consulting Inc. | mike@battonconsult.com | 630-443-7735 (O) 630-862-6799 (M)

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Assessing IT Situation

  • 1. Assessing IT Situation Overview for assessing & understanding I.T. current state
  • 2. The Assessment Roadmap Objective: develop an efficient, actionable transition path from current state to a realistic, significantly improved future state Determining the current state of I.T. is the first step in understanding and improving. Gauging the current state against some expectation or standard creates the assessment. Property of Batton Consulting Inc. 2010. Released under
  • 3. Assessment & Roadmap Flow Current State Target State Org. Process Practice Gap Readiness Readiness Analysis Assessment Assessment Improvement Change Change Plan Portfolio Inventory Tradeoff Program Roadmap Evaluation Scope Release Program Program Plan Strategy Estimation Program Risk Analysis Organization Property of Batton Consulting Inc. 2010. Released under
  • 4. Assessment Setup  What is driving your assessment?  Who is sponsoring?  Determine assessment purpose & mode combo  Plan & execute activity appropriate to assessment purpose & mode  Assure sponsor(s) and area leadership is supportive Property of Batton Consulting Inc. 2010. Released under
  • 5. Assessment modes Formal assessment Informal assessment New CIO • Broad scope • Limited scope • Self performed • More than casual • Limited funding • Formal or informal coordination needed • Usually self performed • Lay of situation • Assessment is potential • Little coordination needed • Quick broad exposure significant driver • Assessment is not • Identification of • Money signficant driver immediate challenges • Direction • Topic is not controversial • Deeper understanding • Priorities • Ex. Is our ChgMngt of strengths/weaknesses • Topic is potentially process adequate? • Particulars of business controversial & IT approaches • Usually outsider performed • 1st 30-45 days • Can afford to do it well • Ex. Are we positioned to implement ITIL? Property of Batton Consulting Inc. 2010. Released under
  • 6. Evaluation Purposes Value assess Resource Cost Competency Reduction Business Competitive Credibility Benchmark /Satisfaction Capability- Best Maturity Practice Property of Batton Consulting Inc. 2010. Released under
  • 7. I.T. Assessment Topics Business Management Data Center Line Development Security Telecom Vendors Property of Batton Consulting Inc. 2010. Released under
  • 8. Assess Topics Example – Data Center  Service level management  Problem management  Financial management  Configuration  Capacity management management  Availability management  Incident management  Workforce management  Release management  Infrastructure engineering  Change management  IT service continuity  Security engineering  Service desk  Security administration Property of Batton Consulting Inc. 2010. Released under
  • 9. Assessment Activity Outline Identify Define goal of Determine concerns or assessment current state gaps Appropriate Gather Define for informal? information objectives Identify Define Develop area(s) for mechanics for action plan evaluation assessing with staff Property of Batton Consulting Inc. 2010. Released under
  • 10. Formal Assessment Process Prep Conduct Report • Analyze reqmnts • Prep participants • Define current • Develop plan • Do self-assess state • Set team • Objective evidence • Generate results • Develop tools • Compile • Deliver results information • Archive results • Verify discrepancies • Evaluate outcomes • Validate Property of Batton Consulting Inc. 2010. Released under
  • 11. Key Assessment Challenges  Meaningful state comparatives & targets  What information to gather  Executing efficiently  Overcoming fear & politics  Overcoming internal personnel time & skill constraints  Lessening observational bias  Focusing on what’s valuable Property of Batton Consulting Inc. 2010. Released under
  • 12. Further information on this Contact Mike BCI provides focused consultation and assistance in improving IT process & delivery  IT organization evaluation  Turnaround management/temporary CIO  Strategy and issue consultation  Project advisory or management  Architecture direction & rollout • Quicker and more accurate problem identification and solution • More dependable delivery of key IT initiatives/projects • Ideas for IT improvement that are tested & work • An objective viewpoint that sees the whole picture • Deep experience delivering business value through technology Executive IT help & leadership when you need it Contact: Mike Batton, President, Batton Consulting Inc. | mike@battonconsult.com | 630-443-7735 (O) 630-862-6799 (M)