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• Strategic IT services provider since 1996• Full team of certified, specialized IT experts• Complete managed solution for operations:– Full suite of managed services: network infrastructure,
security, data backup– Deployed at client-site or hosted at CTN secured data center– Reduces IT total cost of ownership – Ensures IT environment functionality, availability,
performance
• Proactive approach/preventative maintenance reduces business risk
• Stakeholders identified?• Specific goals and scope?• Success criteria?• Needs evaluated and prioritized?• Project business drivers?• Translation of drivers into functional
requirements?• Functional solution options / tradeoff?• Relative maturity of this effort?
• Rapid time-to-market• Budget limitations / type of spend• Customer interaction levels / SME required • Functional robustness / extensibility• Technical scalability / unsupportable internal
requirements• Specific credential / requirements for compliance, etc.• Build vs. Buy (with or without integration)• Qualified internal or external expertise is unavailable• Complexity of the effort• Security requirements or constraints
Service type and associated Partner selection for a given situation is key to long term success.
To best illustrate these concepts in context, two sample business cases will be reviewed. The key roles, project deliverables and solution approach specific to each business case will be overviewed to depict the decision criteria and approach selection.
Financial Services - Contract Management– Example 1
Key Roles:• Project Manager [1/3 dedicated]• Business / Information Architect [B/A and Q/A]• Senior Sharepoint Architect / Technical Architect• Internal SME (Subject Matter Expert)
* External, existing shared infrastructure architecture due to relatively low volume of this and another product used and the site and space provisioning is included with hosting and setup. No additional, dedicated infrastructure resources are required for the project.
• Screen / Custom Form Prototypes• Technical Specifications (workflow and data integration – for integrated security credentials)• Validated Test Scripts
Approximate time to market:• Initial production release in 6-7 weeks• Subsequent functional and feature enhancements bi-weekly for following 6 weeks to fully featured
Financial Services - Contract Management– Example 1
Given the criteria, and functional requirements a managed service solution is the best fit for this scenario based on strategic, operational as well as cost/resource efficiency*
1. Managed Service Solution / SaaS with high SLA
2. Outsourced / Co-sourced
1. Staff Augmentation or Co-Sourced Solution
2. Outsourced solution to a specialized supplier with internal operations transition
• Business Problem – scenario 2– A collections agency client needs an Enterprise Search solution inclusive of
collaboration features to support numerous data sources and formats that come in from multiple clients
– Currently, customer is experiencing substantial operational inefficiencies due to disparate, unmanaged data and will often create in excess of 5 cases for the same client liability
– Issue is of high strategic importance and has high operational impacts including fines associated with incorrect debtor bankruptcy filing status
• Other considerations– The solution must support the Enterprise (400-500 concurrent users)– Rapid time to market of some features is critical and others can be phased in– This firm has grown by at least 30% each year for the past three years and
predicts a similar pace for the next 3 years.• As a result, scalable architecture and extensibility is important
– Site hierarchy(s)– Information Architecture [Columns and content types]
• Screen / Custom Form Prototypes • Sharepoint custom lists and libraries• Sharepoint workflows• Custom web parts / user controls• Configuration / implementation of other relevant Sharepoint features• Operations Manual• Deployment guide and packaging• Q/A Plan / approach• Training Materials• Validated Test Cases/Scripts
Time to Market:• Production Release 1: 3 months, 2 weeks
– All requirements and design documentation related to the release– Procure and deploy development and production Infrastructure Environments– Software Platform deployment and configuration – Solution Architecture Implementation – Sharepoint Information & Site Architecture– Custom Master Page and Page Layouts– Base set (prioritized) set of Release 1.0 Sharepoint features– Base set (prioritized) set of Release 1.0 custom features– Q/A Plan– Test Cases– Release notes
• Subsequent feature releases monthly for 4 months• User feedback captured and analyzed over subsequent 2 months• Usability and feature enhancement release 1 ½ months later
Financial Services - Contract Management– Example 1
Given the criteria, and functional requirements a managed service solution is the best fit for this scenario based on strategic, operational as well as cost/resource efficiency*
1. Managed Service Solution / SaaS with high SLA
2. Outsourced / Co-sourced
1. Staff Augmentation or Co-Sourced Solution
2. Outsourced solution to a specialized supplier with internal operations transition