how to find your mr/s wonderful- itfm

Finding Mr./Ms. WonderfulFor Your Staffing Needs

Mike SerberThavron Solutions

Introduction

• Why did I choose this topic?

Introduction

• Why did I choose this topic?– Focus on the “human” side of ITFM/TBM

Introduction

– Focus on the Analyst role

Introduction

– Focus on “soft skills”

Introduction

– It’s the people who make or break the effort

Introduction

– Many of you have your own thoughts on this topic

Introduction

– Many of you have your own thoughts on this topic

– Let’s learn from our collective experience

Introduction

• My Background

Introduction

• My Background– Music

Introduction

• Music Education degree

Introduction

• Taught school band for 4 years

Introduction

• Private music teacher for 45 years

Introduction

• Community Band Director, Brass Band player, trumpet performer, composer, arranger

Introduction

• Community Band Director, Brass Band player, trumpet performer, composer, arranger

• You’ll see why this is relevant later

Introduction

– Technology

Introduction

• My Background– Technology

• Programmer

Introduction

• Programmer

• Analyst

Introduction

• Programmer

• Analyst

• Programmer/Analyst

Introduction

• Programmer

• Analyst

• Analyst/Programmer

Introduction

• Programmer

• Analyst

• Data Base Administrator (DBA)

Introduction

• Programmer

• Analyst

• Project Manager

Introduction

• Programmer

• Analyst

• Project Manager

• Program Manager

Introduction

• Programmer

• Analyst

• Project Manager

• Program Manager

• Financial Analyst

Introduction

• Programmer

• Analyst

• Project Manager

• Program Manager

• IT Financial Analyst

Introduction

• Programmer

• Analyst

• Project Manager

• Program Manager

• TBM Analyst

Introduction

• Programmer

• Analyst

• Project Manager

• Program Manager

• TBM Analyst

• Configurator

Introduction

• Programmer

• Analyst

• Project Manager

• Program Manager

• TBM Analyst

• Configurator

• Consultant

Introduction

– Technology

• What I’ve learned

Introduction

– Technology

• What I’ve learned– Integrate my life experiences and passions into a deep

understanding of what skills, especially “soft skills”, are required to be effective in the IT and Finance industries

Introduction

• Today’s Topics:

Introduction

• Today’s Topics:– Focusing on the role of ITFM/TBM Analyst, or on YOUR

Introduction

• Today’s Topics:– Focusing on the role of ITFM/TBM Analyst, or on YOUR

– Answering the following 3 questions:

Introduction

• What is the Nature of the Work?

Introduction

• What are the 7 Critical Skills?

Introduction

• How to find the Right People?

Introduction

• No earth-shattering revelations

Introduction

• Just common sense concepts

What is the Nature of the Work?

• Initial Data Gathering

• Initial Data Gathering– Coordinate the efforts to identify and gather primary

Financial and IT Asset data

Financial and IT Asset data• Accurate and complete IT Financial (Cost) Data - General Ledger,

Fixed Assets

Financial and IT Asset data• Accurate and complete IT Financial (Cost) Data - General Ledger,

Fixed Assets

• Accurate and complete IT Asset (Portfolio) Data – Applications, Servers, Storage, Databases, Data Centers, etc.

• Data Mapping

• Data Mapping– Map IT Costs into Cost Categories (Cost Pools) – Labor,

Hardware, Software, Depreciation, etc.

– Map IT Assets to Applications

– Identify Portfolio of Business Services

– Map Assets to Business Services

• Data Mapping

• Cost Allocation

• Cost Allocation– Determine and implement strategies for allocating IT costs

to IT Assets

• Cost Allocation– Determine and implement strategies for allocating IT costs

to IT Assets

– Determine and implement strategies for allocating costs from IT Assets to Business Services

• Data Mapping

• Cost Allocation

• Periodic (Monthly) Processes

• Periodic (Monthly) Processes– Load/refresh data files

– Assess data quality and completeness

– Generate reports

– Compile presentations

– Communicate results to constituents

• Data Mapping

• Cost Allocation

• Periodic (Monthly) Processes

• Other Critical Tasks

• Other Critical Tasks– Handle requests for system changes

– Create new reports

– Resolve problems

– Troubleshoot issues

– Fight fires

– Participate in fire drills

• Other Critical Tasks– Handle requests for system changes– Create new reports– Resolve problems– Troubleshoot issues– Fight fires– Participate in fire drills– Save the world

Finding Mr./Ms. Wonderful

What are the 7 Critical Skills?

• Must be breathing

• Desire or interest in doing the work

• Desire or interest in doing the work– Often overlooked, because it’s so obvious

What are the Critical Skills?

– A person who enjoys their work -

– A person who enjoys their work -• Works to overcome the challenges and obstacles of the job

• Derives satisfaction in doing a good job

• Applies themselves with energy derived from their enthusiasm

• Tolerates the “!@#$%” that comes with any job

• Seeing relationships

• Seeing relationships– Good old analogies (remember the SAT/ACT tests??)

– (blank) is to (blank) as (blank) is to (blank)

– Understanding relationships between things

– What links things together, what is common between things

– Dog is to puppy as cat is to ____

– Dog is to puppy as cat is to kitten

– Winning is to everything as ___ is to brass band members

– Winning is to everything as beer is to brass band members

• Identifying patterns

• Identifying patterns– How does one thing progress to another?

– For example: 2,4,6,8 – what comes next?

“Who do we appreciate?”

– For example: 2,4,6,8 – what comes next?

– “Who do we appreciate?”

– The ability to recognize patterns is an immense help in solving problems in the IT field

• Problem-solving ability

• Problem-solving ability– The single most critical skill

– There will always be problems to solve in this role

– The ability to solve these problems quickly and efficiently is a critical factor for success

– The previous 2 critical skills, Seeing relationships and Identifying patterns aid in advanced problem-solving

– Also aided by viewing a problem in creative ways

• Problem-solving ability

• Detail orientation

• Detail orientation– “It’s all messed up!”

– “What exactly is the issue?”

– “What exactly is causing this issue?”

– Perseverance

– Eye for detail

• Must be breathing• Desire or interest in doing the work• Seeing relationships• Identifying patterns• Problem-solving ability• Detail orientation• Interact with people at many levels

• Interact with people at many levels– and, know what’s important to them

• Upper-level management

• IT Finance

• IT Owners (Storage, Security, Data Centers, Applications)

• IT Finance

• A plus to have credibility with IT and talk their language

• IT Finance

• A plus to have credibility with IT and talk their language

• Understand and communicate technical concepts to non-technical people

• Upper-level management• IT Finance• IT Owners (Storage, Security, Data Centers, Applications)• A plus to have credibility with IT and talk their language• Understand and communicate technical concepts to non-technical

people• Understand and communicate financial concepts to non-financial

people

• Must be breathing• Desire or interest in doing the work• Seeing relationships• Identifying patterns• Problem-solving ability• Detail orientation• Interact with people at many levels

Finding Mr./Ms. Wonderful

How to find the Right People?

• Targeted Selection

• Targeted Selection– Match strengths of an applicant to the critical skills needed

– Ask questions to elicit responses to determine skill match

– Examples:

– Examples:• Critical skill: problem-solving ability

• Question: “Tell me about a difficult problem that you were able to solve”

– Examples:• Critical skill: Interact with people at many levels and know what’s

important to them

– Examples:• Critical skill: Interact with people at many levels and know what’s

important to them

• Question: “Tell me about a presentation you’ve had to give. Who did you present to and what did you try to communicate?”

– For good examples, google “Targeted Selection” or “Interview Questions”

• People in compatible fields

• People in compatible fields– Preparation in one field can lead to success in another

• Musicians

• Musicians– Detail-oriented

– Used to deep analysis

– Used to identifying patterns

– Ability to concentrate

– Creative (right and left brain)

– Goal-oriented

– In need of a job

• Musicians

• Air-Traffic Controllers

• Musicians

• Actuaries

• Musicians

• Actuaries

• Teachers

• Musicians

• Actuaries

• Teachers

• Chess players

• Musicians

• Actuaries

• Teachers

• Chess players

• Professional wrestlers

• People in compatible fields

• Other good sources for prospects

• Other good sources for prospects– “Fast Track”, or Management Development programs

• Short-term positions in many different organizations within the company

• Fosters a big-picture perspective of the company and how ITFM/TBM fits into the overall needs of the company

• Develops a broad range of contacts within the company to facilitate working with many levels of the organization

– People in Finance who have an interest in technology, maybe as a hobby

– People in Technologies who LOVE Finance

– People in Technologies who LOVE Finance (ha, ha!)

Conclusion

• Just common sense concepts

Questions/Comments?

Follow up questions? Mike Serbermserber@thavronsolutions.commserber@hotmail.com 612.366.7663http://thavron.com

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