it projects within a strategy

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Mike Gilbert June 2014 Dynamics CRM User Group (For all IT Projects, with one or two specific examples relevant to Dynamics CRM) IT projects within a strategy

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With any IT Project deliverable, you will have invested in an evolving platform that can keep your business functions relevant and your users engaged over its lifetime. What are some ideas behind ensuring you remain on the upgrade path, able to use new features added in the future, and keeping your application aligned to your business? It’s all about aligning your IT Projects within an overall applications and business strategy. Mike Gilbert is a solution architect at Intergen, having been in the IT industry for over twenty years. He has presented at the New Zealand Sharepoint conference and enjoys sharing his enthusiasm for IT with like-minded people. Mike's interest lies in making sure organisations get the maximum return out of their investment in technology. In this session, he combines his passion for strategic vision with his knowledge of technologies - using Dynamics CRM in specific examples but relevant to any IT platform or application. Get some ideas that you can take back to your workplace for discussions around your project implementations to ensure the right conversations take place and you get the most value for your money possible. Learn what constitutes good decisions for the future of your solution suite.

TRANSCRIPT

Page 1: IT Projects Within a Strategy

Mike GilbertJune 2014

Dynamics CRM User Group

(For all IT Projects, with one or two specific examples relevant to Dynamics CRM)

IT projects within a strategy

Page 2: IT Projects Within a Strategy

About meMike GilbertSolutions Architect

Page 3: IT Projects Within a Strategy

| 3

What’s a Solution Architect?

A generalist

Looks at your overall solution both in time, and in space

“I shaped” specialists versus “T shaped” Architects

Page 4: IT Projects Within a Strategy

| 4

What does a Solution Architect Do?

Solution Architecture

Technical RoadmapsTechnical

Consulting

Technical Presales

Solution Design Project

Governance

Performance Testing

Integration Design

Technical Design

NFRs

ISSP

Enterprise Architect

Solution Specialist

PracticeArchitect

Team Lead Tester

Technical Architect

Page 5: IT Projects Within a Strategy

How does Architecture relate to your project?

Page 6: IT Projects Within a Strategy

| 6

Before you beginIs the platform actually right for you?

CRM

CMS?

SharePoint?

Or…?

ERP?

Bespoke?

BI?

Page 7: IT Projects Within a Strategy

| 7

Fit with your App Portfolio?

What do you have, now, that you could deliver the solution on?

What else would the proposed platform be useful for in your business?

Where does your tin live? Where will it? What other LOB Applications do you run and how will they

work together with the proposed platform?

Page 8: IT Projects Within a Strategy

| 8

After ‘go live’Don’t let Finance and the PMO trick you!

Basic maintenance Factor regular, incremental improvements into your plan

Keep your solution patched! CRM – patch to the N-1th rollup as a

general rule

Continuous Improvement Keep a prioritised backlog of enhancements and bug fixes

Train up your BAs and/or Power Users as Solution experts (CRM

Consultants)

Over-buy support hours from your vendor (for incremental

improvements)

Start planning for replacing the solution – from day of Go-

live

Page 9: IT Projects Within a Strategy

| 9

Application Portfolio ManagementPlan for maintenance and replacement                     

CRM                    

     

ERP                    

     

WebCMS                    

     

ECMS                    

     

…                    

2014   2015   2016   2017   2018  

Refresh Project   Replacement Project

Page 10: IT Projects Within a Strategy

What about cloud?Yes, this is the obligatory ‘what about cloud’ bit

Page 11: IT Projects Within a Strategy

| 11

Cloud is old newsYou should be on cloud by now, or planning how you’ll get there

GCIO has a risk based approach for govt now (google ‘GCIO NZ requirements for cloud computing’)

AWS is in Sydney and Azure is coming Revera, Datacom etc in NZ Think about

Contract periods Exit Strategy Authentication and Authorisation (eg SAML, Azure AD, AD FS) Integration (eg Scribe, Azure Service Bus)

Page 12: IT Projects Within a Strategy

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Reasons to NOT go to CRM Online Immediate need for heavy analytics / BI

… that’s it.

Unqualified fear of data sovereignty

Unqualified fear of availability or service continuity

Unqualified fear of loss of controls (Can’t touch and feel my

servers)

… what specific risk(s) are you actually mitigating?

Fears about CRM Online

CRM On-premise vs CRM Online

Page 13: IT Projects Within a Strategy

To wrap upIs the platform really right for you? Technology/business fit.What’s your plan? What comes after the project.Don’t let your software wither. App Portfolio Management.Don’t buy tin anymore!

Page 14: IT Projects Within a Strategy

Thank you