workstation management (wsm) project request & …it.unm.edu/dashboard/wsm_projectplan.pdfwsm...

WSM Project Plan_021409_Dilek.doc

Project Request & Project Plan

Workstation Management (WSM) Formerly LANDesk, Workstation Hardware & Software Standards Project Plans

Plan Version: 1.3.2 Last Updated: 02/14/09 Date Submitted: 01/16/09 Submitted by: Dilek Inal Executive Sponsor: Moira Gerety Expected Start Date: Project Began 1/09 Expected End Date: 12/09

WSM Project Plan_021409_Dilek.doc of 12

Part 1: Project Request 1. Project Summary (What will this project accomplish?) The Workstation Management (WSM) Project goal is to develop a comprehensive approach to managing workstations and establishing hardware/software standards for WINDOWS and MAC operating systems that can be applied to individuals and Pod/classroom layouts. WSM includes establishing hardware/software standards, joining workstations to Active Directory, imaging, inventory management, patch management, antivirus deployment, software updates, application deployment and remote desktop. Starting with a pilot of the ITS organization this approach will be designed to scale for multiple departments and a campus wide deployment. Phase I must be completed in a short time frame to accommodate Phase II, which will afford a WSM solution to non-ITS departments. 2. Problem / Need Statement (Why is this project being proposed?) Phase I implementation is behind schedule due to several issues. Additional resources are required to accomplish the finalization of this project, and to facilitate Phase II- support of non-ITS departments. 3. Overview of Project Scope and Objective(s) (What are the goals of this project, and what is in scope?)

Phase I: POC implementation of WSM at ITS on existing AD

• Establish Hardware Standards for ITS. • Establish Software Standards for ITS. • Implement processes and procedures as appropriate for the Field Analyst Program. Phase II: Production Implementation of WSM at ITS on new Windows 2008 AD • Determine and implement the right combination of desktop management tools at ITS, e.g. LANDesk

and AD. Phase III: Provide WSM support for UNM departments.

4. Summary of Approach (How will the project objectives be realized?) Utilizing a phased approach starting with an ITS Pilot to establish a production level service that will scale for all university departments. 5. Project Benefits / Impact (Include quantitative as well as qualitative benefits)

• Standardized computer support will greatly enhance the service quality offered to end-users, while simultaneously improving productivity. A common, streamlined approach to computer standards and support will provide a substantial cost savings to UNM, both in up front and total life cycle IT costs. Workstation management will enhance security by distributing automatic OS and application software updates. Automating workstation management also increases the ratio of support of workstations to FTE. Industry analysts project 1 FTE for every 100 workstations, but with automated process this ratio increases to 1 FTE to 300.

6. Alignment with Strategic Priorities WSM is aligned with Enterprise Active Directory and NAC strategic initiatives. 7. What are the consequences if this project is not completed? Higher support costs, reduced end-user productivity, compromised security. Other strategic priorities that are tied to WSM would also be jeopardized. 8. Project Roles & Responsibilities


Project Role Project Responsibility Name Dept & Title Estimated Time Commitment

Executive Sponsor An executive-level manager who interacts with the project team leader and acts as liaison with other executive staff members in taking high-level responsibility to champion, guide, and monitor a given project.

Moira Gerety ITS CS, Director 1 hr/wk

Customer Management Sponsor

Provides authority in the functional area to work on the project, maintains priority of functional expertise needed by ITS

David McGuire 1 hr/wk

ITS Management Sponsor

Provides technical authority and guidance and maintains the ITS project priorities

Chuck Phillips 1 hr/wk

Project Manager Defines and maintains project plan. Responsible for all project activities. Dilek Inal ITS, WSG 5 hrs/wk

Functional Lead Defines, plans, controls, and leads the work of the functional participants. Defines and maintains project requirements

Dilek Inal ITS, WSG 5 hrs/wk

Technical Lead Defines, plans, controls, and leads the work of the technical participants. Coordinates integration with existing systems.

Dan Wenz ITS, WSG 25 hrs/wk

Project BPOs

Key Business Process Owners participating in and/or affected by project

Jerry Gonzales Mark Harty Dale Hendrickson Dean Bernardone Alex Seazzu Dennis Crowther John Reindorp Cyndi Dean Rick Adcock Mike Campbell Mark Garcia

Field Analysts ITS LIT Online Learning Extended University ASM Finance Auxiliaries Law HSLIC HSC Student Life

2 hr/mo

Technical Project Teams

ITS WSM tool(s) ITS WINDOWS/Hardware ITS WINDOWS/Software

Dan Wenz Mike Prine Kathleen Garcia Jason Nye Dan Wenz Greg Gaillard SeHeon Lee Fran Carusone Jason Nye Jon Feldstein Dan Wenz Sean Smock Jennie Wong Fran Carusone Mary Hanson Misty Brown Martha Vargas Lucas Gutierrez

ITS ITS LIT Student Life ITS ASM ITS ITS Student Life Fine Arts ITS ITS Finance ITS ITS ITS – CNS UNMH HSLIC

320 hrs 220 hrs 320 hrs


ITS MAC/Hardware/Software ITS Purchasing Standard Network router and firewall changes DNS/DHCP Support Campus PR and communications plan

Dan Wenz Barbara Rigg-Healy Joaquin Cantu SeHeon Lee Fran Carusone Sean Smock Jon Feldstein Tony Waldron Dilek Inal Dave Hyatt Ed Romero Stephen Smoogen Vanessa Baca

ITS ITS Taos ITS ITS ITS Fine Arts ITS ITS CNS Data Network ITS ITS Communications Group

300 hrs 40 hrs. 80 hrs 20 hrs 10 hrs

IT Security Security approvals: Jeff Gassaway IT Security Analyst 20 hrs. Other Stakeholders Other stakeholders who should be

consulted Consultation will be done via Email with presentations and status reports on a bi-monthly basis. ITS Leadership Creates Support Model Provides authority for Communication resources

Ivan Boyd Bonnie Young David McGuire Gary Bauerschmidt Holly Buchanan Mark Reynolds George Thorning Ann Swancer Tracy Hart Jane McGuire

ITS management

1 hr review/wk

5. Project Request Approvals (Those providing approval for Part 1, the Project Request)


Date Reviewed: Comments: Reviewers:

Name Dept & Title Signature

Moira Gerety Director, ITS Computing


Part 2: Project Plan 6. Major Project Milestones and Deliverables (Milestones are significant events; deliverables are outcomes or products that are produced as part of the project)

Deliverable / Milestone Mile- stone?

Planned Completion Date Owner Resources Needed

Phase 1 – Current Active Directory (Proof of Concept)

1. Anti-virus decision and purchase for UNM Y Completed Jeff Gassaway Jeff Gassaway

2. Patch management for ITS/WINDOWS/Microsoft Y Completed Angela Ramirez Angela Ramirez, Dan Wenz

3. Establish HW standards for ITS/WINDOWS/Staff/Pods/Classrooms Y 2/09 Dan Wenz Dan Wenz, Greg Gaillard, SaHeon Lee, Fran Carusone, Mike Prine, Jason Nye, Jon Feldstein

4. Publish HW standards on ITS web site & establish Purchasing Process Y 3/09 Dilek Inal Dilek Inal, Tony Waldron, Randall Perkins, Mary Hanson

5. Establish SW standards for ITS/WINDOWS/Staff/Pods/classrooms Y 3/09 Dan Wenz Dan Wenz, Sean Smock, Jennie Wong, Misty Brown, Fran Carusone, Jim Garcia, Martha Vargas, Lucas Gutierrez, Test hardware from ASM

6. Establish HW & SW standards for ITS/MAC/Staff /Pods/Classrooms Y 3/09 Barbara Rigg-Healy Barbara Rigg-Healy, SeHeon Lee, Dan Wenz, Sean Smock, Fran Carusone, Joaquin Cantu, Jon Feldstein

7. Establish RFP process and send invitations to vendors Y 4/09 Gary Bauerschmidt Gary Bauerschmidt, Dilek Inal, Rick Adcock, Dale Hendrickson, Jeff Gilmore

8. Test Symantec Anti-virus server and establish AV policies for ITS 4/09 Mike Burlison Mike Burlison, Jim Garcia, Jeff Gassaway, Dan Wenz

9. Build standard image(s) for ITS/WINDOWS/Staff/Pods/Classrooms Y 4/09 Dan Wenz Dan Wenz, Mike Prine


10. Integrate WSM HW/SW standards to Field Analysts program Y 4/09 Jerry Gonzales Dilek Inal, Jerry Gonzales

11. Integrate WSM HW/SW standards with Customer Support Y 4/09 Tracy Hart Dilek Inal, Tracy Hart

12. Build standard image(s) for ITS/MAC/Staff/Pods/Classrooms Y 5/09 Barbara Rigg-Healy Dan Wenz, Barbara Rigg-Healy, Joaquin Cantu, SaHeon Lee, Sean Smock, Jon Feldstein

13. Test software updates for ITS/WINDOWS 5/09 Dan Wenz Dan Wenz, Mike Prine

14. Test software deployment for ITS/WINDOWS 5/09 Dan Wenz Dan Wenz, Mike Prine

15. Test remote desktop for ITS/WINDOWS 5/09 Dan Wenz Dan Wenz, Mike Prine

16. Test patch management, software push, remote desktop for ITS/MAC 5/09 Barbara Rigg-Healy Dan Wenz, Barbara Rigg-Healy, Joaquin Cantu, SaHeon Lee, Jon Feldstein

Phase 2 – New Windows 2008 AD Forest

17. Determine the right combination of WSM tools Y 5/09 Dan Wenz Dan Wenz, Mike Prine, Kathleen Garcia, Jason Nye

18. Implement standard image(s) for ITS/WINDOWS/Staff and Pods Y 5/09 Dan Wenz Dan Wenz, Mike Prine

19. Implement standard image(s) for ITS/MAC Y 5/09 Dan Wenz Dan Wenz, Barbara Rigg-Healy, Joaquin Cantu

20. Install Microsoft license server on new AD forest Y 5/09 Dan Wenz Dan Wenz, Lucas Gutierrez, Libby Henry

21. Install Symantec AV server on new AD forest Y 5/09 Jim Garcia Jim Garcia, Mike Burlison

22. Install WSUS server on new AD forest Y 5/09 Dan Wenz Dan Wenz, Angela Ramirez

23. Build LANDesk server (or comparable tool) on new AD forest Y 5/09 Dan Wenz Dan Wenz, Mike Prine

24. All ITS Windows PCs on new AD forest Y 6/09 Mary Hanson Mary Hanson, Mike Prine, Jim Garcia

25. Provide Inventory management for workstations at ITS Y 6/09 Dan Wenz Dan Wenz, Mike Prine, Mary Hanson

26. Provide software updates for ITS/WINDOWS Y 6/09 Dan Wenz Dan Wenz, Mike Prine

27. Provide software deployment for ITS/WINDOWS Y 6/09 Dan Wenz Dan Wenz, Mike Prine

28. Provide remote desktop for ITS/WINDOWS Y 6/09 Dan Wenz Dan Wenz, Mike Prine

29. Join Macs to AD Y 6/09 Barbara Rigg-Healy Dan Wenz, Barbara


Rigg-Healy, Joaquin Cantu, SaHeon Lee, Jon Feldstein

30. Provide patch management, software push, remote desktop for ITS/MAC Y 6/09 Dan Wenz Dan Wenz, Barbara Rigg-Healy, Joaquin Cantu

Phase 3

31. WSM for UNM departments – Detailed tasks will be defined by the end of Phase 2. 12/09 Dilek Inal Dilek Inal, Tony Waldron, John Reindorp, Mark Garcia, Alex Seazzu, Dennis Crowther, Cyndi Dean, Dean Bernadone

7. Scope (In order to help define the limits, expectations, and dependencies of this project, list any business functions, systems, projects, groups, and

technologies that are supported, impacted, or dependent upon this project as well as those that are not, and those that are uncertain.)

Scope Element In Scope / Out of Scope / Uncertain

1. Implementation of WSM solution for ITS staff and Pods In Scope

2. Support of WSM for UNM Phase II

3. Local installation of purchased anti-virus solution on workstations In Scope

4. Enterprise installation of anti-virus software Phase II 8. Assumptions, Constraints, and External Dependencies/Interdependencies (This plan is based on the following assumptions, constraints, and

dependencies/interdependencies.) Assumption / Constraint / Dependency

1. Assumption: Staff resources to be obtained and available throughout the project.

2. Assumption: Hardware resources to be purchased and available throughout the project.

3. Assumption: All required software licenses to be purchased.

4. Assumption: Operational responsibilities remain relatively stable 13. Communication Plan (How will stakeholders be kept involved and informed about the project status?)

Audience/Stakeholder Method of Communications Frequency


Team Members In person Weekly meetings BPOs E-mail Project Update Form Weekly Updates Security E-mail Project Update Form Weekly Updates Stakeholders, BPOs E-mail Project Update Form Weekly Updates Stakeholders, BPOs IT Agents meetings Monthly IT Cabinet Meetings Quarterly 14.Risk Mitigation Plan (Use H, M, or L for Likelihood and Impact estimates)

Risk Factor Likeli -hood Impact Risk Plan or Mitigation Strategy Person Responsible

In Place By

1. Not to be able to obtain qualified staff Med High Hire SA3 for WSG Dilek Inal, Moira Gerety,

HR 1/09

2. Departments may not be able to dedicate resources Med Med Look for other available external resources Dilek Inal 1/09


15.Project Budget (Give title of each person working on project. Budget should include line item detail for each catego

Area Functional Dept. Project Costs

ITS Project Costs

Functional Dept. Recurring Costs

ITS Recurring Costs

STAFF HOURS Hrs Student 1. Person 1 Title 2. Person 2 Title

Financial Aid Finance 10 HR/Payroll Shared Components Budget Advancement Platforms

1. Stephen Smoogen 2. Jerry Gonzales

20 20

Database Security

1. Jeff Gassaway

20

Network/Telecom (General Support) 1. Dave Hyatt 2. Ed Romero

40 40

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Implementation Team 1. Dilek Inal 2. Dan Wenz 3. Mike Prine 4. Mary Hanson 5. Tony Waldron 6. Fran Carusone 7. Barbara Rigg-Healy 8. Sean Smock 9. Randall Perkins 10. Greg Gaillard 11. Joaquin Cantu

200 300 200 200 40 80 80 80 40 80 40


12. Kathleen Garcia 13. Jennie Wong 14. Misty Brown 15. Martha Vargas 16. Lucas Gutierrez

80 20 20 20 20

Total - Internal Labor :::::::::: Hardware #Units $ 1. Dell Server 2. Online storage 3. MAC server

1 4 TB

1

5K 13K 7K

$25K

Software (LANDesk product/ Annual Maintenance)

#Units $

1. LANDesk software 2. Microsoft licenses

250 All UNM

$40 $10K $65K

Staff Training (Description & Vendor Name) Keep in mind fixed costs while in training…

Hrs Rate

1. Tech Training (Needs assessment and quote needed)

$5000

Consulting /Term (Include Travel & Other Expenses) Keep in mind standard rates, e.g. SIG, SCT, etc…

Hrs Rate

1. Consultant (Needs assessment and quote needed)

Other Costs

Total - External Costs

D i

s c r

e t

i o n

a r

y

F u

n d

s

GRAND TOTAL ::: Undetermined

16.Capital Funding Sources (Note procurement approaches)

Index Code Budget owner Amount Limitations (if any) 166020 Gil Gonzales $65K Based on automation tool decision, this amount may be higher or lower. 17. Recurring Funding sources


If Identified:

Index Code Budget owner Amount Limitations (if any) If Not Identified: Person responsible for budget request: Dilek Inal Funding options:

1. 2.

18. Project Plan Approvals Date Reviewed: Comments: Reviewers: (Those providing approval for Part 2, the Project Plan)

Name Dept & Title Signature

Moira Gerety Director, ITS Computing

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