cdm collaboration & presentation titlepresentation title ...•the creation of a sharepoint site...
TRANSCRIPT
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Yannick Jolliet & Luis Marcos, CDM Leads
SPS Club – June 4th, 2008 Vevey
Presentation TitlePresentation Title
CDM – Collaboration & Document Management
Governance @ JTI
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CDM : Value oriented
• Clear Mission
• Foster Knowledge Management (ECM) Services & Solutions, by:• Leveraging Technologies & Processes (Best Practices) from a cross-functional perspective
• Streamlining semi-structured business processes
• Developing team collaboration on a global level
• Focus on added-value activities
• Strategy & Roadmap
• Packaged Services
• Core technologies: Standardization & Centralization
• Governance & prioritization
• Outsource the rest
• Business Analysis & Development to SQLi
• Support to IT (GSD, DCO, etc), SQLi, Microsoft
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CDM in a nutshell
• Provide a global approach for DM & Collaborative solutions― Global strategy, Standards, Framework & Roadmap
― Packaged services designed to support key business processes
― Service Catalogue & service level agreements
• Ensure a coordinated approach for governing these solutions― Governance & Project portfolio management
― Project coordination with IT-CoE, GSD, DCO & ITSR
― Define Policies, procedures and best practices
• Foster adoption by managing organizational change― Communicate & build awareness
― Recommend training approaches
― Develop & animate Community
Objectives
CDM
Team
Yannick JollietLead
Luis Marcos
TechnologyLead
D.L.Workflow,
Project Portfolio
Mgt
P.M. Infra-structure
External Partners
SQLi, MSFT
CDM in a nutshell
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CDM Objectives
•Global strategy, Standards, Framework & Roadmap
•Packaged services designed to support key business processes
•Service Catalogue & service level agreements
Provide a global approach for DM & Collaborative solutions
•Governance & Project portfolio management
•Project coordination with IT-CoE, GSD, DCO & ITSR
•Define Policies, procedures and best practices
Ensure a coordinated approach for governing these solutions
•Communicate & build awareness
•Recommend training approaches
•Develop & animate Community of Practice (cross-functional)
Foster adoption by managing organizational change
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CDM Business Scope – ECM / KM
SharePointPlatform
Web Content Management Search
Semi-structured BusinessProcesses
Portals & Dashboards
Records Management
Documents management
& Collaboration
Docs/tasks/calendars, blogs, wikis, e-mail integration,
project management “lite”, Outlook integration,
offline docs/lists
Enhanced site aggregation/mgmt,
Site Directory, My Sites, social
networking, privacy control, services
Enterprise scalability,contextual relevance, rich
people and business data search
Rich and Web forms based front-ends, LOB actions, pluggable SSO
Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
Integrated document management, records management, and Web content management with policies and workflow
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CDM as a mix of IT & CoE Services
SERVICES
• Project management
• Training
• SLAs
SOLUTIONS
• Out-of-the Box
• Customized
BUS. PROJECT
• Coordination
• Project management
• Funded by business (CDM pre-analysis = 5 days)
STANDARDS
• Key Processes
• Standardization
OPERATIONS
• Support (GSD-CDM-
SQLi-MS)
• Infrastructure
CDM PROGRAM
• Roadmap
• Core platform
• Funded by CDM - IT
BUSINESS FACING
IT FOCUSED
Feed / nourish
Core
Leverage
platform
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CDM Technical Architecture & Core Technologies
CDM Core Platform (MOSS 2007)
PROD
QA
DEV
Transport Processes
Support(GSD-DCO-HP)
Architecture
Performance & Reliability
Mirroring & Clustering
BackupDisasterRecovery
Internet Intranet Extranet
MigrationTsunami
ArchivingEV - Symantec
CMSIMWindows
Communicator
RMCaptiva / Kofax
Solution 1
Encryption
Metadata
Solution 2
Workflows
Granular Security
Solution 3
Integration with BW
Scan & PDF
Other site
Specific features
Document
Management
Workflows &
FormsCollaboration
Business
Intelligence
JTI Custom
Features
OfficeMS Office
Advanced
Search
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CDM RoadmapCDM Road Map
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CDM Positioning & Services
BUSINESS
COE: Interface / PM + Governance + Business analysis
Out-of-the
Box
Focus =
Serve
• Doc Mgmt
• Proj. Mgmt
• Extranet
• Search
• @ RM
• (Intranet)
• (Web site)
• (Portal)
Migration
Focus =
Standards
• Captiva
• SPS 2001/3
• File system
• Hyperwave
Custo.
Focus = Reuse/Assembly
Dev.
Focus =
Invent
• Business
process
• Code
• Integration
(SAP, BI)
Templates
•MS Basics
•20 magic
•CDM-JTI
Features
rendition
•XL Service
•TreeView
•Thumbnail
Application
•SRA
•W-Space
•KYC
•CTT
•CDM portal
Inventory Inventory Inventory
IT Infrastructure Management & Operations
CDM CORE Technology
Strategy & Roadmap, Standards, Development & Leverage
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Local Projects “billing” model
Out-of-the Box
Projects
Self-service
(local IT
+ CDM)
Free
(CDM budget)
Migration
Projects
CDM Team
(+ support from
Local IT &
Business
owner for data
cleansing)
Free
(CDM budget)
Customization
Projects
Local IT
+ local MS
Business
Partners
CDM to review
Tech specs +
system in QA
Local
business
budget
CDM
Project Type
Development
Projects
CDM centrally
with SQLi
GVA +
nearshore
model
Local
business
budget
Performed
by
“Billing”
model
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CDM Services Levels
Migration
•Features• From SPPS 2001 & 2003 or Business Application (Cost allocation to be defined)
•Manual, Automated or Automated + Transformation
•Scope of Services•Assigning a shared project manager responsible for identifying and analyzing Migration requirements
• Assisted project management for the project from initiation through to hand-over to the Business Owner.
•Standard configuration or Expert customization
•Providing hand-over/transition support during the go-live period for the site.
•Access to Self-Service e-learning modules for Site managers and end-users
•User awareness communication
•There will be a cost estimate for migration project other than require Transformation and consultancy
•Benefits
• Facilitate and accelerate migration of data with high quality results
•Automated migration and transformation tools supported by top of the range technology (Tsunami)
Out of the box solutions
•Features•Standard out of the Box document management and collaboration functionalities
•Scope of Services•Assigning a shared project manager responsible for identifying and analyzing business requirements to determine if these requirements fit the out-of-the-box service.
• Assisted Project management for the project from initiation through to hand-over to the Business Owner.
•The creation of a SharePoint site in QA based on the defined business requirements.
•Providing hand-over/transition support during the go-live period for the site.
• Access to Self-Service e-learning modules for Site managers and end-users
•Benefits•Ease of use and the ability to easily share documents with geographically dispersed team members.
•The ability to get a SharePoint site up and running in a very short timeframe.
•Out-of-the-box functionality is provided to a Business Unit free of charge
Custom solutions
•Features•Standard out of the Box requiring an expert level of configuration of standard features (workflows, etc.)
•Scope of Services•Basic Framework solution services included
•CDM Project manager will assist the Business Owner with the configuration of the site by defining the functional specifications and through a series of functional specifications and prototyping Workshops
•Specific training modules and sessions and deliverables can be planned and executed
•There will be a cost estimate based on the amount of time required for the configuration of the site
•Benefits•Basic Framework solution Benefits included
•Capacity to rapidly implement a solution to efficiently support major business processes
•Implementation can be scalable depending on the maturity of the business requirements and resources available
Developed Solutions
•Features•Customized solution tailor made to fit the business requirements
•For requirements that require custom based developments a project plan and budget will be defined on behalf of the Business owner
•Scope of Services•Basic Framework solution services included
•Develop an offer, working with JTI’s preferred partner for the development of document management solutions, SQLI.
•If the offer is accepted by the Business Unit, the CDM Project Manager will be responsible for managing the project from initiation to hand-over
•Manage the vendor relationship until the completion of the project.
•Benefits•Basic Framework solution Benefits included
•A Tailored solution is delivered for supporting complex business process complete with User Training and support
Solutions Delivered
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Service Offering
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CDM Framework
DMP
Filtering & Prioritization
• Coordination & competency• Community, Expertise, Tracking, Governance, Synergies
• Training• Demo & Awareness• Training (e.g. e-Learning)• Doc, white papers, best pract.
• Communication• Awareness (IT-CoE, Bus)• Coordination MOSS activities• Change Management
CDM team
SRA Portal …
Existing projects
Wspace IMO IT/CoE KYC …
Potential projects
2001 Oasis/.com …
Managed InventoryVisibility & Tracking
Global Governance (OCM)
SPOC, CC, Strategy & Standards Synergies & Coordination
• Core JTI MOSS• Architecture, HW sizing• SW setup / config • Backup / DR
• Templates• Site templates• Security definition• Migration planning
• Add-ons• Offilne, Replication• Excel services• Web parts
• OCM• New MOSS projects + changes
• GSD / DCO• JTI Core MOSS (! Custom WP)
• ITSR (security?)• GRM maintenance• Web Parts management• Configuration• Doc types, folder structure• Security• Web Parts• Migration
Kill? Archive? Upgrade 2007?
PEOPLE Central Point of Contact TOOLS Core platform + extensions PROCESSES Standards
CDM Portal
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To other IT teams
Stop
OCM
CDM – IT Project governance
CDM qualification
Business
Requirements
CR #
Log – Dispatch
Analysis Phase
Assign to CDM
New CDM ProjectPostpone
RedirectCDM Project Portfolio
Project Dashboards
KPIs
Project Spaces Solution Demos
IT Applications Inventory
Not relevant
Against strategy
Status & Issues Project CR #Issue / Risk Tracking
Project LifecycleProject Fact sheetKey Project links
Project CR #Documentation
Team / ContactsCollaboration
Project CR #Links to solutionSlidesDemo / videos of workflows
CR
Developed
Solution
Delivery
Ke
y D
oc
um
en
ts
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Project Management Methodology
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Initiation phase
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Project Analysis
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Development phase
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OOB projects (Analysis Deliver)
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Customization projects (Analysis Deliver)
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Delivery phase
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Closing phase
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CDM Portal – Audience-based Portal
Home Page by AreaWalk-
through
by
Audience
CDM CoP – Community of Practice
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CDM Portal – Project / Activity driven
Project Portfolio – by audience
Migration Program – Roadmap &
Status
Practice & experience in MOSS
Sandbox
Discover ready-made templates
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CDM University
Step by step learning
process
Rich media tutorial (audio-video) by audience
Broad scope of material (tutorials, guides) always updated
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KPI’s Technical & Project Portfolio
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KPI’s Technical & Project Portfolio
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Project Inventory
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Sites Inventory
