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Top 10 things to expect from your I.T. People

      BY: Jason Caras, Co-CEO of IT Authorities
Introduction
• Whether you have your own I.T. department or you use
  an outside provider, there are certain things you should
  expect AND receive and also understand about I.T.

• This short presentation outlines what you should expect
  and understand to ultimately manage your I.T. like every
  other department in your company with accountability
  through key performance indicators and metrics.

• The following is a presentation that will help you manage
  your IT people, processes and technology by Jason
  Caras, Co-CEO of IT Authorities currently ranked 35th in
  the world by MSPMentor.net
Who is Jason Caras?
• Jason is a Co-CEO at IT
  Authorities, Inc. the 35th
  Ranked Managed Service
  Provider in the World
   (By MSPMentor)



• Jason was named 2009 CEO
  of the Year (by Tampa Bay CEO Magazine)

• Inc. Magazine ranked IT
  Authorities 801 out of the
  5000 Fastest Growing
  Companies in America.
Two Different Perspectives



       NON-IT
                   IT Person’s
      Person’s
                   Perspective
     Perspective
A Comfortable Place?
• From the Non-IT person
  perspective:

  – Many I.T. Departments live in a
    very comfortable place in that
    most of them have non-technical
    people that oversee them and
    often those people have no idea
    how to determine what the I.T.
    people are doing and if what they
    are doing is actually productive
    and following best practices.
A Comfortable place?, Continued
• From the IT person’s perspective:

   – Your people (if you have an internal I.T.
     department) may also be overworked and
     constantly running around putting out fires
     due to a lack of metrics, budget, automation
     and information to solve the vicious circle I.T.
     can create.

   – Maybe more staff is really not the answer or
     maybe more staff is required. A small
     investment in tools and processes may be
     the answer to improve your I.T. staff’s quality
     of life at work, the quality of service your
     end users receive and the piece of mind you
     require to manage your I.T. investments.
Are you in a safe place?

• If your CIO or top IT person in your company
  left, would you know how to handle your IT
  environment?
• If you are a CIO or top IT person in your
  company, what have you done to make your
  position invaluable to your company?
How do you measure your I.T.?
• Most business owners and non-
  technical managers of I.T.
  departments rely on 3 methods of
  measurement for their I.T.
  infrastructure and support:
  – Are the systems up and running?            “What other
                                            department do you
  – Is anyone complaining about I.T.?         spend so much
  – Do the I.T. people show up on time or   money on and have
                                             no idea of how to
    at all?                                 track or manage?”
What you should expect…
• Monitoring
• Management
• End User Service
• Reporting
• Asset Tracking
• Change Management
• Training
• Auditing, Documentation & 3rd Party
  Assistance
• Planning – Technology Road mapping
• Self Evaluation
Monitoring
• Monitoring systems and
  applications to detect
  and respond to issues
  before end users are
  affected is an absolute
  must to:
   – Reduce employee
     downtime
   – Reduce system
     downtime
   – Ensure your systems
     are in good health
   – Provide your IT people
     with accurate data so
     they don’t have to
     search for and rely on
     old school process of
     elimination
Management
• Management tools exist to
  be able to do more with less.
  Period.

• Many IT departments get
  employee sprawl because
  they simply do not have the
  tools so that one person can
  do what it typically takes
  three people to do.

• Worth a look:
   – Kaseya.com
   – N-Able.com
   – LevelPlatforms.com
End User Service
           • A Service Level Guarantee (SLA) should be set and agreed
             upon by both non-IT people and the IT people to ensure a
             collective understanding exists between the two.
               – This mutual understanding will set the expectations properly and
                 provide a baseline from which to measure the IT people
               – Examples may include a 1 hour response for critical issues, etc.
               – A more advanced


Priority           Description                                         Examples                                      Response Time

             All users and their       A mission critical file server is down preventing all users from working. A
             normal work processes      switch is down preventing all network access. The company’s business
Critical     are negatively affected                   website is down resulting in lost revenue.                        1 hr
                                          A user’s computer is not functional or a critical application on that
                                       workstation is not responding. An application needs an update before a
             A users PC is down        user can work on it again (i.e. an accounting package has a new year tax
 High        (hardware, virus, etc.)                                    table update)                                    2 hrs

             User has a question that A user needs to know how to bold a table in Word for a project they are
Medium       is needed to do their job                                 working on.                                 Same Business Day
             User has a question that
                   is helpful to       A user has a question about a feature or error message that does not affect
Reporting – 4 Basics
• Whether you have an internal I.T.
  department or use an outside
  provider, you should expect to
  receive on a regular basis the
  following best practice
  cornerstones of a well run I.T.
  practice that is also empowered
  by management:
   – Know the state of your information
     technology investments (Good, Bad
     or Indifferent)
   – Know what work is being
     performed
   – Know what service level is being
     provided to your employees
   – Know what you will need to budget
     for over the next 12-36 months
Reporting - Know the “State” of your Systems
• You should receive a report
  that DEMONSTRATES the
  state of your
  systems, good, bad or
  indifferent.

• No hiding behind failed
  backups, system
  outages, failed patching
  and security updates.

• Just the truth, the whole
  truth and nothing but…
Reporting - Know what the I.T. people are actually
                        doing
• You should receive a report that
  DEMONSTRATES the actual work
  performed by your I.T. people - This
  would include at least:
   – Are your systems being monitored
     24x7x365?
       • The technology has existed to
         accomplish this for years. Monitoring
         with good management practices can        Your I.T. people may be
         lower your total cost of ownership of a   doing a great job and you
         single PC by as much as $2000 per year!   have no way to know it .
   – Server reboots – Needed to ensure             This results in low morale as
     reliability and health                        they live on as unsung
   – Patching success / failure – Needed to        heroes and consequently
     ensure security and reliability               unnecessary turnover and
   – Defragmentation success / failure -           higher costs.
     Needed to keep your systems running
     efficiently
Reporting - Know what your end users are
                  experiencing
• The level of service your
  employees and end users receive
  has a direct correlation to your
  profitability. Shouldn’t you know
  how well they are being served?
  You should receive a report that
  includes at least:
   – Total number of service requests by
     employees and end users
   – The time it takes to address your
     issues
   – The types of service requests to
     identify trends and areas that need
     to be addressed from a macro level
Reporting - What about spending?
• You should have a clear roadmap of the
  future expenses you can expect to have
  just to maintain your systems let alone
  meet your future business objectives.
  This should include two areas of budget
  planning:
   – Capacity – Your systems are most likely
     growing and that growth is probably
     requiring more hard drive space, memory
     and processing power. An effective and
     report would tell you what you need to buy
     at the trending rate of growth for these
     elements
   – Subscriptions and Warranties – This report
     would show you which systems will no
     longer have a warranty or a license that
     needs to be renewed.
Asset Tracking
• At a minimum you need to know:
  – What and where your IT assets are located
  – Who has what device in their possession such as a
    laptop or flat screen monitor?
  – What warranties are and maintenance contracts are
    expiring
Change Management
• How do you
  control change?
• How do you
  prevent unwanted                                                          Purchase dates?   Lease tracking?




  and potentially                                    Warranty expiration?                                       What does each user have?




  disruptive change
  to your network?            Who was it purchased
                                    from?
                                                                                                                                              History –
                                                                                                                                    issues, changes, moves, etc.




• The answer is
  CHANGE              Do you know where your
                            assets are?
                                                                                        Change
                                                                                      Management
                                                                                                                                                   Retirement?




  MANAGEMENT!
Training
•   Training is key to delivering one of the
    most basic of human needs which is to
    learn and grow
•   Training is required for your in-house
    tech’s to stay on top of one of the fastest
    changing industries
•   A lack of training will result in erroneous
    management, trial and error and
    consequently increased downtime and
    instability
•   Training costs must be evaluated when
    considering keeping your IT completely
    in-house.
     –   Outsource providers can augment staff and
         skills sets so you don’t have to keep
         expensive certified engineers on staff for
         sparse work.
Auditing
•   Third party unbiased audits will can reveal a lot of
    valuable information about your I.T. systems, people
    and management practices.
•   Most companies do not have a centralized
    repository for all technical information making
    employee turnover painless and for faster
    resolutions to problems by having all of the
    necessary information readily accessible
•   A good audit will provide management with highly
    detailed insights on:
     –   State of the current network infrastructure
     –   Technology environment
     –   Design of systems
     –   Management and maintenance of systems
     –   Performance of hardware
     –   IT staffing requirements
     –   Employee experience
     –   Management practices
     –   Identifies business vulnerabilities from technology
     –   Risks and vulnerabilities
     –   Identifies current disaster preparedness, recovery and
         business continuity plans
     –   Provides insight into future spending requirements
         and serves as validation for strategic technology and
         business plans
Planning / Technology Road Mapping
• Reporting is essential to
  creating a good
  technology roadmap
• Three primary areas to
  budget for:
   – Capacity, utilization and
     trending of your systems
     will give you insight into
     the investments needed to
     keep the systems working
   – Maintenance
     costs, software renewals
     etc. need to be included
   – Staff requirements can be
     determined if your
     reporting shows the
     average response time and
     sheer number of tickets
Self Evaluation




• Evaluate your IT People/Practice using the Gartner IT
                     Maturity Model
Where does your I.T. dept/provider rank against the Gartner I.T. Maturity Model?
Level 0 - The Chaotic Level
               • Does your IT
                 completely rely on
                 users to inform
                 them of problems?
               • If they were fired or
                 left your
                 company, do you
                 have the
                 documentation you
                 need for
                 continuity?
               • Is the reliability of
                 your systems
                 unpredictable?
Level 1 - The Reactive Level
                   • Is your I.T. group
                     constantly fighting fires
                     instead of being
                     proactive?
                   • This level says they can do
                     “some” inventory
                     management, and can
                     receive some alerts from
                     parochial monitoring tools
                     such as up and down
                     status
                      – Your users would also
                        know when the systems
                        are up or down and
                        therefore up/down
                        monitoring alone is not
                        very valuable
Level 2 – The Proactive Level
                    • Here your I.T. people
                      have invested in a
                      standardized
                      monitoring tool and
                      can analyze data, set
                      thresholds for alerting
                      and measure the
                      application
                      “availability”
                       – They cannot however
                         measure how well the
                         applications are
                         actually performing
                         which is tied directly to
                         your employees
                         productivity.
Level 3 – The Proactive Level
                    • At Level 3, your I.T.
                      department is able
                      to clearly guarantee
                      levels of service of
                      both support and
                      system performance
                      and be able to then
                      compare the system
                      performance with
                      employee
                      productivity or
                      quality of customer
                      interactions if
                      applicable.
Level 4 – The Value Level
                  • At this level your I.T.
                    department is being run
                    like a strategic business
                    partner and is accountable
                    for
                    costs, productivity, perfor
                    mance, meeting business
                    objectives, and can tie the
                    performance of the
                    systems to the employee
                    productivity and the
                    profitability of the
                    company.
                  • This level encompasses all
                    of the “positive” traits of
                    the previous levels and
                    bridges the gap between
                    I.T. and the business side of
                    the house.
Summary
• The solution is a combination of people, processes and tools.
   – Your people or your providers people need to be open to the
     possibility that there is a better way to manage the I.T. and be open
     to a transition from reactive to proactive.
       • Attitude is everything
   – Processes need to be developed between non-I.T. people and the I.T.
     people to convey and report the information in a format agreed
     upon by all.
       • Consistency and accountability are key
   – Technology tools will be necessary to accomplish an I.T. department
     run with Best Practices. Basic monitoring can accomplish 90% of the
     Best Practices effort
       • Advanced system monitoring solutions will provide depth unavailable by
         free or lower end monitoring systems
       • Automation and reporting are critical
• Contact Jason Caras for more information at
  jcaras@itauthorities.com , 813-246-5100 or through:

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What to expect from your IT People

  • 1. Top 10 things to expect from your I.T. People BY: Jason Caras, Co-CEO of IT Authorities
  • 2. Introduction • Whether you have your own I.T. department or you use an outside provider, there are certain things you should expect AND receive and also understand about I.T. • This short presentation outlines what you should expect and understand to ultimately manage your I.T. like every other department in your company with accountability through key performance indicators and metrics. • The following is a presentation that will help you manage your IT people, processes and technology by Jason Caras, Co-CEO of IT Authorities currently ranked 35th in the world by MSPMentor.net
  • 3. Who is Jason Caras? • Jason is a Co-CEO at IT Authorities, Inc. the 35th Ranked Managed Service Provider in the World (By MSPMentor) • Jason was named 2009 CEO of the Year (by Tampa Bay CEO Magazine) • Inc. Magazine ranked IT Authorities 801 out of the 5000 Fastest Growing Companies in America.
  • 4. Two Different Perspectives NON-IT IT Person’s Person’s Perspective Perspective
  • 5. A Comfortable Place? • From the Non-IT person perspective: – Many I.T. Departments live in a very comfortable place in that most of them have non-technical people that oversee them and often those people have no idea how to determine what the I.T. people are doing and if what they are doing is actually productive and following best practices.
  • 6. A Comfortable place?, Continued • From the IT person’s perspective: – Your people (if you have an internal I.T. department) may also be overworked and constantly running around putting out fires due to a lack of metrics, budget, automation and information to solve the vicious circle I.T. can create. – Maybe more staff is really not the answer or maybe more staff is required. A small investment in tools and processes may be the answer to improve your I.T. staff’s quality of life at work, the quality of service your end users receive and the piece of mind you require to manage your I.T. investments.
  • 7. Are you in a safe place? • If your CIO or top IT person in your company left, would you know how to handle your IT environment? • If you are a CIO or top IT person in your company, what have you done to make your position invaluable to your company?
  • 8. How do you measure your I.T.? • Most business owners and non- technical managers of I.T. departments rely on 3 methods of measurement for their I.T. infrastructure and support: – Are the systems up and running? “What other department do you – Is anyone complaining about I.T.? spend so much – Do the I.T. people show up on time or money on and have no idea of how to at all? track or manage?”
  • 9. What you should expect…
  • 10. • Monitoring • Management • End User Service • Reporting • Asset Tracking • Change Management • Training • Auditing, Documentation & 3rd Party Assistance • Planning – Technology Road mapping • Self Evaluation
  • 11. Monitoring • Monitoring systems and applications to detect and respond to issues before end users are affected is an absolute must to: – Reduce employee downtime – Reduce system downtime – Ensure your systems are in good health – Provide your IT people with accurate data so they don’t have to search for and rely on old school process of elimination
  • 12. Management • Management tools exist to be able to do more with less. Period. • Many IT departments get employee sprawl because they simply do not have the tools so that one person can do what it typically takes three people to do. • Worth a look: – Kaseya.com – N-Able.com – LevelPlatforms.com
  • 13. End User Service • A Service Level Guarantee (SLA) should be set and agreed upon by both non-IT people and the IT people to ensure a collective understanding exists between the two. – This mutual understanding will set the expectations properly and provide a baseline from which to measure the IT people – Examples may include a 1 hour response for critical issues, etc. – A more advanced Priority Description Examples Response Time All users and their A mission critical file server is down preventing all users from working. A normal work processes switch is down preventing all network access. The company’s business Critical are negatively affected website is down resulting in lost revenue. 1 hr A user’s computer is not functional or a critical application on that workstation is not responding. An application needs an update before a A users PC is down user can work on it again (i.e. an accounting package has a new year tax High (hardware, virus, etc.) table update) 2 hrs User has a question that A user needs to know how to bold a table in Word for a project they are Medium is needed to do their job working on. Same Business Day User has a question that is helpful to A user has a question about a feature or error message that does not affect
  • 14. Reporting – 4 Basics • Whether you have an internal I.T. department or use an outside provider, you should expect to receive on a regular basis the following best practice cornerstones of a well run I.T. practice that is also empowered by management: – Know the state of your information technology investments (Good, Bad or Indifferent) – Know what work is being performed – Know what service level is being provided to your employees – Know what you will need to budget for over the next 12-36 months
  • 15. Reporting - Know the “State” of your Systems • You should receive a report that DEMONSTRATES the state of your systems, good, bad or indifferent. • No hiding behind failed backups, system outages, failed patching and security updates. • Just the truth, the whole truth and nothing but…
  • 16. Reporting - Know what the I.T. people are actually doing • You should receive a report that DEMONSTRATES the actual work performed by your I.T. people - This would include at least: – Are your systems being monitored 24x7x365? • The technology has existed to accomplish this for years. Monitoring with good management practices can Your I.T. people may be lower your total cost of ownership of a doing a great job and you single PC by as much as $2000 per year! have no way to know it . – Server reboots – Needed to ensure This results in low morale as reliability and health they live on as unsung – Patching success / failure – Needed to heroes and consequently ensure security and reliability unnecessary turnover and – Defragmentation success / failure - higher costs. Needed to keep your systems running efficiently
  • 17. Reporting - Know what your end users are experiencing • The level of service your employees and end users receive has a direct correlation to your profitability. Shouldn’t you know how well they are being served? You should receive a report that includes at least: – Total number of service requests by employees and end users – The time it takes to address your issues – The types of service requests to identify trends and areas that need to be addressed from a macro level
  • 18. Reporting - What about spending? • You should have a clear roadmap of the future expenses you can expect to have just to maintain your systems let alone meet your future business objectives. This should include two areas of budget planning: – Capacity – Your systems are most likely growing and that growth is probably requiring more hard drive space, memory and processing power. An effective and report would tell you what you need to buy at the trending rate of growth for these elements – Subscriptions and Warranties – This report would show you which systems will no longer have a warranty or a license that needs to be renewed.
  • 19. Asset Tracking • At a minimum you need to know: – What and where your IT assets are located – Who has what device in their possession such as a laptop or flat screen monitor? – What warranties are and maintenance contracts are expiring
  • 20. Change Management • How do you control change? • How do you prevent unwanted Purchase dates? Lease tracking? and potentially Warranty expiration? What does each user have? disruptive change to your network? Who was it purchased from? History – issues, changes, moves, etc. • The answer is CHANGE Do you know where your assets are? Change Management Retirement? MANAGEMENT!
  • 21. Training • Training is key to delivering one of the most basic of human needs which is to learn and grow • Training is required for your in-house tech’s to stay on top of one of the fastest changing industries • A lack of training will result in erroneous management, trial and error and consequently increased downtime and instability • Training costs must be evaluated when considering keeping your IT completely in-house. – Outsource providers can augment staff and skills sets so you don’t have to keep expensive certified engineers on staff for sparse work.
  • 22. Auditing • Third party unbiased audits will can reveal a lot of valuable information about your I.T. systems, people and management practices. • Most companies do not have a centralized repository for all technical information making employee turnover painless and for faster resolutions to problems by having all of the necessary information readily accessible • A good audit will provide management with highly detailed insights on: – State of the current network infrastructure – Technology environment – Design of systems – Management and maintenance of systems – Performance of hardware – IT staffing requirements – Employee experience – Management practices – Identifies business vulnerabilities from technology – Risks and vulnerabilities – Identifies current disaster preparedness, recovery and business continuity plans – Provides insight into future spending requirements and serves as validation for strategic technology and business plans
  • 23. Planning / Technology Road Mapping • Reporting is essential to creating a good technology roadmap • Three primary areas to budget for: – Capacity, utilization and trending of your systems will give you insight into the investments needed to keep the systems working – Maintenance costs, software renewals etc. need to be included – Staff requirements can be determined if your reporting shows the average response time and sheer number of tickets
  • 24. Self Evaluation • Evaluate your IT People/Practice using the Gartner IT Maturity Model
  • 25. Where does your I.T. dept/provider rank against the Gartner I.T. Maturity Model?
  • 26. Level 0 - The Chaotic Level • Does your IT completely rely on users to inform them of problems? • If they were fired or left your company, do you have the documentation you need for continuity? • Is the reliability of your systems unpredictable?
  • 27. Level 1 - The Reactive Level • Is your I.T. group constantly fighting fires instead of being proactive? • This level says they can do “some” inventory management, and can receive some alerts from parochial monitoring tools such as up and down status – Your users would also know when the systems are up or down and therefore up/down monitoring alone is not very valuable
  • 28. Level 2 – The Proactive Level • Here your I.T. people have invested in a standardized monitoring tool and can analyze data, set thresholds for alerting and measure the application “availability” – They cannot however measure how well the applications are actually performing which is tied directly to your employees productivity.
  • 29. Level 3 – The Proactive Level • At Level 3, your I.T. department is able to clearly guarantee levels of service of both support and system performance and be able to then compare the system performance with employee productivity or quality of customer interactions if applicable.
  • 30. Level 4 – The Value Level • At this level your I.T. department is being run like a strategic business partner and is accountable for costs, productivity, perfor mance, meeting business objectives, and can tie the performance of the systems to the employee productivity and the profitability of the company. • This level encompasses all of the “positive” traits of the previous levels and bridges the gap between I.T. and the business side of the house.
  • 31. Summary • The solution is a combination of people, processes and tools. – Your people or your providers people need to be open to the possibility that there is a better way to manage the I.T. and be open to a transition from reactive to proactive. • Attitude is everything – Processes need to be developed between non-I.T. people and the I.T. people to convey and report the information in a format agreed upon by all. • Consistency and accountability are key – Technology tools will be necessary to accomplish an I.T. department run with Best Practices. Basic monitoring can accomplish 90% of the Best Practices effort • Advanced system monitoring solutions will provide depth unavailable by free or lower end monitoring systems • Automation and reporting are critical • Contact Jason Caras for more information at jcaras@itauthorities.com , 813-246-5100 or through: