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					                                                                                        Business Productivity Infrastructure Optimization Model (BPIOM) Ver. 3.0

                                                                                       BASIC                                                           STANDARDIZED                                                             RATIONALIZED                                                                  DYNAMIC
                                                          Organization relies on basic e-mail, files shares and meetings     Organization-wide infrastructure is in place to support collaborative    Organization has single collaboration and portal infrastructure that      Organization is leveraging an integrated collaboration
                                                          as primary collaboration medium; may have ad-hoc                   workspaces and multiple portals, but governance is not yet fully in      connects people, process and information across the organization,         infrastructure to seamlessly connect people inside an
                                                          collaborative workspaces or portals and a static intranet          place; organization may be experimenting with social computing           and more sophisticated methods of collaboration are enabled;              organization to the people, process and information
                                                                                                                             capabilities, but these are not part of the existing organization-wide   organizations are able to take files offline, and they offer content-     are building sophisticated composite applications wi
                                         Definition
                                                                                                                             collaboration and portal infrastructure                                  centric social computing capabilities integrated into existing            based environment, offering people-centric social co
                                                                                                                                                                                                      infrastructure.; governance policies are fully in place                   capabilities and are fostering federated relationships
                                                                                                                                                                                                                                                                                organizations

                                                          File shares/ public folders/ ftp/ email based collaboration        IT and end-user ability to set collaborative workspace provisioning,     Collaboration tools support taking documents/content offline              Collaboration tools support ability for end users to di
                                                                                                                             policy and permissions, but governance policy may not be in place                                                                                  corporate network, locally operate on shared collabo
                                                                                                                             yet.                                                                                                                                               workspace or portal content, reconnect and automat
                                                                                                                                                                                                                                                                                synchronize back to corporate collaborative workspa
                                                                                                                                                                                                                                                                                environment
                                                          Possible ad-hoc collaborative workspaces exist                     Collaborative Workspace integrated with desktop productivity             IT and end-user ability to create collaborative processes with            Leverage service oriented portal platform architectur
                                                                                                                             applications; Document/content locking and versioning capabilities       workflow leveraging collaborative workspaces and portals                  build sophisticated composite applications
                                                                                                                             as part of collaborative workspace infrastructure                        infrastructure; end-user ability to create basic composite
                                                                                                                                                                                                      applications containing unidirectional consumption of LOB data


                                                          Static intranet; possible ad-hoc portals exist                     Multiple portals exist, including portals tied to LOB systems or         IT-provisioned portals (enterprise, departmental or personal),            IT-provisioned personal portals, deployed on a single
                                                                                                                             business applications                                                    deployed on a single, productivity infrastructure, with governance        infrastructure, that allow users to both publish corpo
                                                                                                                                                                                                      policies fully in place                                                   the organization for expertise management and soci
                                       Collaborative                                                                                                                                                                                                                            as well as to deliver personal role-based view of orga
                      Collaboration    Workspaces &                                                                                                                                                                                                                             information.
                                          Portals         Static list of users (no directory service)                        Directory service integration for portal access is leveraged             Ability to securely share information and collaborate with external       Federated relationships are established with trusted
                                                                                                                                                                                                      partners, vendors and/or customers, leveraging existing                   leveraging each company's separate directories of us
                                                                                                                                                                                                      collaborative workspace and portal infrastructure                         secure shared access to specified workspaces and po


                                                                                                                                                                                                      Portals deliver customized, targeted and/or aggregated view of            Portals move from having content available for users
                                                                                                                                                                                                      information to individuals based on user's identity; users can find       and consume to being Portals that deliver rich, targe
                                                                                                                                                                                                      people, process and information from within a single portal               meaningful information to users based on learned in
                                                                                                                                                                                                      infrastructure                                                            interests, search history and professional network; re
                                                                                                                                                                                                                                                                                access to LOB data available

                                                                                                                             Silo'd, ad-hoc social computing capabilities offered at a business-      Content-centric social computing capabilities, including wikis, blogs     People-centric social computing capabilities (social ta
                                                                                                                             unit level, not as IT-controlled, organization-wide capability           and RSS feeds, integrated into existing productivity infrastructure       networking, network analysis) offered as part of inte
                                                                                                                                                                                                      and business productivity desktop tools                                   productivity infrastructure


                                                          Basic e-mail, file shares, traditional phone is primary            Secure, integrated platform email, enterprise IM, leveraging one         Advanced UC capabilities, integrated platform for email, enterprise       Federation, UC-enable business processes, PBX displ
                                         Definition
                                                          communication medium                                               directory (E.g., Improve time to market)                                 IM, conferencing, IP-telephony
                                                          Basic email capabilities via minimal or decentralized IT support   Email and calendar solution with basic AV/AS/anti-phishing               Email and calendar solution provides multi-layer AV/AS/anti-
                                                          No shared calendar or contacts.                                    protection and disaster recovery                                         phishing protection with business continuity to minimize downtown
                                                                                                                                                                                                      and data loss
                                                                                                                             Email platform support setting and managing email policies at the        Email platform supports advanced compliance capabilities that             Federation of communication information [i.e. email,
                                         Messaging                                                                           organizational level to meet your organization’s compliance              facilitate archiving, journaling, encryption, policy enforcement at the   presence] and policy [i.e. IRM, compliance]
                                                                                                                             requirements                                                             user level
                                                                                                                             Secure remote online and offline access to rich email client             Mobile device access to e-mail/ calendar/contacts available to more
                                                                                                                             functionality inside & outside the firewall.                             than 50% of the information workers

                                                          Public IM, ad-hoc use for daily business                           Secure managed enterprise wide IM infrastructure leveraging                                                                                        Integration across UC, extend to business processes
                        Unified                                                                                              unified directory
                                      Instant Messaging
                     Communications
                                          & Presence                                                                         Rich integrated presence enabled Desktop Productivity applications       Rich integrated presence-enabled LOB applications


                                                          Sporadic use of web conferencing; separate system to support       IT-supported, standardized web conferencing                              Standardized, Integrated web/audio/video conferencing managed
                                        Conferencing      audio conferencing                                                                                                                          by IT (server or service)
                                                          Legacy TDM PBX, traditional phones, no integration with            Piloting or deploying IP Telephony, but not integrated with PC.          PC integration with IP Telephony infrastructure together with PBX         Software-centric VoIP (integrated with PSTN, i.e. no
Snapshot of Infras




                                                          desktop applications                                                                                                                        phones, i.e. PC used to make & receive calls                              PC used a primary voice device for full telephony fun
                                                                                                                                                                                                                                                                                make & receive calls). Integration with collaboratio
                                            Voice                                                                                                                                                                                                                               biz processes
Snapshot of Infrastructure
                                                          Voice
                                                                        no voice mail                                                      voice mail available on phone only                                  Voice mail integrated into Unified inbox with e-mail & Fax,
                                                                                                                                                                                                               accessible from the standard client, available for 20% or more of
                                                                                                                                                                                                               your information workers
                                                                        Data stored in file-shares and personal drives with disparate      Disconnected repositories to consolidate content and manage         Integrated repositories to manage documents & records, w/               Federated DM/RM within and outside the enterprise
                                                                        search tools                                                       records retention, with basic search capabilities                   advanced search for LOB data and people                                 search across desktop, enterprise content and LOB
                                                                        Manual records management                                          Multiple websites, unmanaged or too IT dependant                    Integrated infrastructure to author and publish to intranet, extranet   Personalized access to intranet, internet and extrane
                                                        Definition
                                                                        Paper-based processes                                              Forms based transactional processes                                 and internet sites                                                      Process orchestration across departments/ systems/
                                                                                                                                                                                                               Forms-based solutions to support enterprise wide business
                                                                                                                                                                                                               processes
                                                                        Content stored in local drives and file shares; Manual archiving   Disconnected Departmental Document & Records Repositories           Framework for management of distributed repositories and content        Structured Authoring with XML standards (XBRL, SPL
                                                                        of records                                                                                                                             metadata                                                                defined standards)
                                                       Document &                                                                                                                                              Forms embedded in documents/ e-mails for managing metadata
                                                         Records                                                                                                                                               and workflow
                                                       Management                                                                                                                                              XML schema-based document templates
                              Enterprise Content
                                Management                                                                                                                                                                     Automated retention policies and holds of records (HR policies,
                                                                                                                                                                                                               contracts, e-mails)
                                                                        Basic web server, Web-master controlled publishing                 Multiple authoring tools                                            Common multi-tier (authoring, staging, production environment) for       Single authoring tool for all internet and extranet sit
                                                                                                                                                                                                               intranet, internet and extranet sites                                   company
                                                       Web Content
                                                       Management


                                                                        Paper forms & redundant data entry                                 Departmental Electronic forms with transactional workflow           Forms integrated with LOB systems/ processes                            Forms and workflow orchestration across departmen
                                                                                                                                                                                                                                                                                       and organizations
                                                          Forms
                                                                                                                                                                                                               Offline and Mobile forms

                                                                         No Search technology standards. Search typically deployed in      Standards in place for both desktop and server-side search.         Search as a strategic enabler for the business. Search integrated       Search as the unified information access infrastructu
                                                                        silos (both desktop and server). It could include complex or       Standardized approach to provisioning data sources to be searched   with one or more Business Productivity infrastructure investments       enterprise information and devices.
                                                        Definition      specialized search applications deployed in a silo’d way for a     across the organization. Business drivers typically based on cost   (ECM, Portal, Collaboration, LoB Applications). Standardized
                                                                        limited number of users.                                           savings and enhanced productivity.                                  approach to provisioning integration to LoB applications.

                                                                        Desktop and/or server search capability with no IT                 Simple, text-based query refinement by property and scope (e.g..    Unified search experience across desktop, server and internet           A single way to access all information across the org
                                                                        Standardization                                                    All intranet, People, HR site)                                      search.                                                                 structured or unstructured (through the “little white
                                                                                                                                                                                                                                                                                       Finding documents on topic X and also finding sales
                              Enterprise Search                                                                                                                                                                                                                                        quarter.
                                                                       Simple keyword search for desktop and server search, with           Single index across multiple data sources implemented in a          Combination of indexing and federation infrastructure                   Search UI is consistent and contextual in application
                                                     Enterprise Search query refinement by standard property (e.g.. Documents,             standardized approach including standardized desktop search                                                                                 leverage a search box (explicit) or search drives data
                                                                       email)                                                              infrastructure typically managed by group policy                                                                                            (implicit).
                                                                        Primary search focus is on Websites, email and docs stored in      Primary search sources are Websites, content management             Primary search sources are Websites, file servers, collaborative and    Unified taxonomy exists for all key business data
                                                                        desktops and file servers, focusing predominantly on un-           repositories, email , databases , and simple people search          content-managed data stores, databases, LOB applications
                                                                        structured data                                                    capabilities (e.g.. Corporate Directory)                            (including basic BI data) , people (skills and social networking
                                                                                                                                                                                                               scenarios)
                                                                        Data silos, custom and IT dependent reporting, limited             Business Unit-wide strategic alignment, but no centralized          Enterprise-wide strategic alignment and financial consolidation.        Real time closed loop and proactive analysis
                                                        Definition      automation                                                         scorecards. IT dependant reporting & analysis on centrally          User-driven and centrally managed reporting and analysis.
                                                                                                                                           managed, subject-based data automation of data loading              Centralized data management
                                                                        Static documents to track performance with manually entered        Interactive, departmental scorecards where performance metrics      Strategy driven enterprise wide scorecards                              Embedded reporting within business process
                                                       Performance      performance metrics (KPI)                                          (KPI) are sourced from database
                                                       Management                                                                                                                                              Automated tools for budgeting, planning, forecasting


                                                                        Static decentralized and highly IT dependent reports (several      IT driven Parameterized reporting from defined data sources         User-driven report building, definition, scheduling and subscription    Advanced visualization (KPIs exposed in strategy ma
                                                                        reporting tools)                                                                                                                                                                                               visualizations)
                                                       Reporting &                                                                                                                                                                                                                     Predictive analytics, data mining
                             Business Intelligence      Analysis
                                                                        Standalone spreadsheet based analysis                              Analytical tool connecting to subject-oriented data                 Wizard-based publishing of data from front-end analytical
                                                                                                                                                                                                               applications and Web-based interactive analysis
                                                                        Data silos for analysis and reporting, Hand-coding ETL             Basic ETL packages to load subject/ functional datamart             Centralized and managed data warehouse                                  Business Intelligence or Business Activity Monitoring
                                                                                                                                                                                                                                                                                       business process automation, Master data managem
                                                     Data Warehousing
                                                                                                                                                                                                               Automated ETL design, implementation and maintenance
                              DYNAMIC
Organization is leveraging an integrated collaboration and portal
infrastructure to seamlessly connect people inside and outside the
organization to the people, process and information they need; they
are building sophisticated composite applications within a role-
based environment, offering people-centric social computing
capabilities and are fostering federated relationships with other
organizations

Collaboration tools support ability for end users to disconnect from
corporate network, locally operate on shared collaboration
workspace or portal content, reconnect and automatically
synchronize back to corporate collaborative workspace/portal
environment
Leverage service oriented portal platform architecture / SOA to
build sophisticated composite applications




IT-provisioned personal portals, deployed on a single productivity
infrastructure, that allow users to both publish corporate profiles in
the organization for expertise management and social networking,
as well as to deliver personal role-based view of organization's
information.
Federated relationships are established with trusted partners,
leveraging each company's separate directories of users, allowing
secure shared access to specified workspaces and portals.


Portals move from having content available for users to find, peruse
and consume to being Portals that deliver rich, targeted,
meaningful information to users based on learned intelligence of
interests, search history and professional network; read/write
access to LOB data available

People-centric social computing capabilities (social tagging, social
networking, network analysis) offered as part of integrated, existing
productivity infrastructure


Federation, UC-enable business processes, PBX displacement




Federation of communication information [i.e. email, calendar,
presence] and policy [i.e. IRM, compliance]




Integration across UC, extend to business processes & LOB apps




Software-centric VoIP (integrated with PSTN, i.e. no PBX phones)
PC used a primary voice device for full telephony functionality (i.e.
make & receive calls). Integration with collaboration environment,
biz processes
Federated DM/RM within and outside the enterprise, & single
search across desktop, enterprise content and LOB
Personalized access to intranet, internet and extranet sites
Process orchestration across departments/ systems/ companies


Structured Authoring with XML standards (XBRL, SPL, Enterprise
defined standards)




 Single authoring tool for all internet and extranet sites in the
company




Forms and workflow orchestration across departments/ systems
and organizations




Search as the unified information access infrastructure across all
enterprise information and devices.




A single way to access all information across the organization,
structured or unstructured (through the “little white box”) – e.g..
Finding documents on topic X and also finding sales by region by
quarter.
Search UI is consistent and contextual in applications. Users can
leverage a search box (explicit) or search drives data navigation
(implicit).
Unified taxonomy exists for all key business data




Real time closed loop and proactive analysis



Embedded reporting within business process




Advanced visualization (KPIs exposed in strategy maps and custom
visualizations)
Predictive analytics, data mining




Business Intelligence or Business Activity Monitoring (BAM) within
business process automation, Master data management
  Model          Capability       Sub-Capability                                                  Question                                                                       Possible Answers       Control Type       IOM Type                      Business Rules                 Notes
BPIOM     Collaboration       Collaborative          Can the end-users collaborate on documents in collaborative workspaces that provide                       (Yes,No,Unknown,N/A)                 Radio Buttons      Standardized   Select One
                              Workspaces & Portals   document/content locking to prevent concurrent editing/overwriting and versioning capabilities?

                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Are the collaborative workspace tools in this company integrated with the desktop productivity tools      (Yes,No,Unknown,N/A)                 Radio Buttons      Standardized   Select One
                              Workspaces & Portals   such as their email, word processing, spreadsheets, etc?
                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Do end-users and IT have control for collaborative workspace provisioning, policies and permissions       (Yes,No,Unknown,N/A)                 Radio Buttons      Standardized   Select One
                              Workspaces & Portals   using the company's collaborative workspace platform?


                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Does the organization have one or more portals centrally controlled/managed/monitored by IT as part       (Yes,No,Unknown,N/A)                 Radio Buttons      Standardized   Select One
                              Workspaces & Portals   of one infrastructure for accessing information as well as people and role information?

                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Does the workspace and portal infrastructure enable both IT and end users to build, edit and track        (Yes,No,Unknown,N/A)                 Radio Buttons      Rationalized   Select One
                              Workspaces & Portals   collaborative process workflows, leveraging collaborative workspaces and portals infrastructure?


                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Does the organization's portal infrastructure provide role-based targeting capabilities?                  (Yes,No,Unknown,N/A)                 Radio Buttons      Rationalized   Select One
                              Workspaces & Portals




                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Does the organization offer simple social computing/Web 2.0 capabilities such as wikis, blogs and RSS     (Yes,No,Unknown,N/A)                 Radio Buttons      Rationalized   Select One
                              Workspaces & Portals   feeds that are integrated with desktop productivity tools and that are integrated as part of the
                                                     organization's single productivity infrastructure?



                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Does the organization's workspace and portal infrastructure include social computing/Web 2.0              (Yes,No,Unknown,N/A)                 Radio Buttons      Rationalized   Select One
                              Workspaces & Portals   capabilities such as wikis, blogs and RSS feeds that are integrated with desktop productivity tools?

                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Does the workspace and portal infrastructure enable both IT and end users to build, edit and track        (Yes,No,Unknown,N/A)                 Radio Buttons      Rationalized   Select One
                              Workspaces & Portals   collaborative process workflows, leveraging collaborative workspaces and portals infrastructure?

                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Is rich information about people and their expertise (self-reported and/or corporate-generated)           (Yes,No,Unknown,N/A)                 Radio Buttons      Dynamic        Select One
                              Workspaces & Portals   available on the organization's standardized, single collaborative workspaces and portals infrastructure?

                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Can IT integrate LOB data with read/write capabilities (such as CRM data or financial data) into the      (Yes,No,Unknown,N/A)                 Radio Buttons      Dynamic        Select One
                              Workspaces & Portals   collaborative workspace and portal infrastructure and make it available to appropriate end users?

                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Does the organization have the ability to securely share information and collaborate with trusted         (Yes,No,Unknown,N/A)                 Radio Buttons      Dynamic        Select One
                              Workspaces & Portals   external partners, leveraging existing collaborative workspaces and portal infrastructure and not relying
                                                     on incorporating users external to the organization into a single user directory service?


                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Does the organization have an enterprise-wide collaboration tool supporting ability for end users to      (Yes,No,Unknown,N/A)                 Radio Buttons      Dynamic        Select One
                              Workspaces & Portals   disconnect from corporate network, locally operate on shared resources, reconnect and automatically
                                                     synchronize back to corporate collaborative workspace/portal infrastructure?


                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Collaboration       Collaborative          Has the portal environment, which is deployed on an organization's existing, productivity infrastructure, (Yes,No,Unknown,N/A)                 Radio Buttons      Dynamic        Select One
                              Workspaces & Portals   evolved from having content available for users to find, peruse and consume to being Portals that
                                                     deliver rich, targeted, meaningful information to users based on learned intelligence of interests,
                                                     search history and professional network, and while offering advanced social computing capabilities
                                                     offered as part of the existing infrastructure?
                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Unified             Messaging              Does this company have an email and calendaring solution with AV/AS/anti-phishing protection and          (Yes,No,Unknown,N/A)                 Radio Buttons      Standardized   Select One
          Communications                             disaster recovery capabilities?

                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Unified             Messaging              Does this company's email solution provide secure remote online and offline access to rich email client   (Yes,No,Unknown,N/A)                 Radio Buttons      Standardized   Select One
          Communications                             functionality inside & outside the firewall?
                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Unified             Messaging              Does your email platform support setting and managing email policies at the organizational level to       (Yes,No,Unknown,N/A)                 Radio Buttons      Standardized   Select One
          Communications                             meet your organization’s email retention and protection requirements?


                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM     Unified             Messaging              Does this company have an email and calendaring solution anti-spam and multi-layer (perimeter/cloud, (Yes,No,Unknown,N/A)                      Radio Buttons      Rationalized   Select One
          Communications                             server and client) anti-virus and anti-phishing protection with business continuity capabilities?

                                                                                                                                                                                                                                      If No show specific activities and links by IOM
                                                                                                                                                                                                                                      category for this specific question
BPIOM   Unified                 Messaging             Does your email solution support advanced capabilities that facilitate archiving, journaling, encryption,   (Yes,No,Unknown,N/A)                                          Radio Buttons   Rationalized   Select One
        Communications                                policy enforcement at the user level?




                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Unified                 Messaging             Do more than 50% of your information workers have access to e-mail, calendaring, contacts using             (Yes,No,Unknown,N/A)                                          Radio Buttons   Rationalized   Select One
        Communications                                mobile devices?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Unified                 Instant               Does the organization have an enterprise-wide, secure and IT-managed instant messaging                      (Yes,No,Unknown,N/A)                                          Radio Buttons   Standardized   Select One
        Communications          Messaging/Presence    infrastructure that leverages the company's unified directory?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Unified                 Instant               Has the company enabled rich integrated presence information within desktop productivity applications (Yes,No,Unknown,N/A)                                                Radio Buttons   Standardized   Select One
        Communications          Messaging/Presence    such as Word, Excel, Outlook etc?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Unified                 Instant               What is the nature of the company's phone infrastructure? (old question was: Does this organization's       a) Legacy TDM PBX, traditional phones, no integration with    Radio Buttons   Basic          Select One
        Communications          Messaging/Presence    enterprise instant messaging infrastructure also enable IP/Telephony?)                                      desktop applications
                                                                                                                                                                  b) Piloting or deploying IP Telephony, but not integrated                     Standardized   If No show specific activities and links by IOM
                                                                                                                                                                  with PC.                                                                                     category for this specific question
                                                                                                                                                                  c) PC integration with IP Telephony infrastructure together                   Rationalized
                                                                                                                                                                  with PBX phones, i.e. PC used to make & receive calls

                                                                                                                                                                  d) Software-centric VoIP (integrated with PSTN, i.e. no PBX                   Dynamic
                                                                                                                                                                  phones) PC used a primary voice device for full telephony
                                                                                                                                                                  functionality (i.e. make & receive calls). Integration with
                                                                                                                                                                  collaboration environment, biz processes

BPIOM   Unified                 Conferencing          What is the nature of the web conferencing capability in the organization                                   Null                                                          Radio Buttons                  Select One
        Communications
                                                                                                                                                                  a) Hosted, ad hoc usage                                                       Basic          If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
                                                                                                                                                                  b) ad hoc usage with integrated document sharing                              Standardized
                                                                                                                                                                  c) IT standardized hosted usage with document sharing                         Rationalized
BPIOM   Unified                 Voice                 Does the company offer voice mail retrievable from individual user's phones or remotely?                    (Yes,No,Unknown,N/A)                                          Radio Buttons   Standardized   Select One
        Communications
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Unified                 Voice                 Is Voice mail integrated into Unified inbox, along with e-mail & Faxes, and accessible from the standard (Yes,No,Unknown,N/A)                                             Radio Buttons   Rationalized   Select One
        Communications                                client, for 20% or more of your information workers?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BIOM    Unified                 UC all                Does this company have federated communication information (email/calendar/presence) and policy             (Yes,No,Unknown,N/A)                                          Radio Buttons   Dynamic        Select One
        Communications                                (IRM/compliance)?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Documents & Records   Have key departments consolidated content in local drives and file shares into departmentally managed (Yes,No,Unknown,N/A)                                                Radio Buttons   Standardized   Select One
        Management              Management            repositories?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Documents & Records   Does this company have framework and tools to centrally manage distributed repositories and content         (Yes,No,Unknown,N/A)                                          Radio Buttons   Rationalized   Select One
        Management              Management            metadata?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Documents & Records   Can the company directly collect metadata and manage workflow from documents and e-mails using              (Yes,No,Unknown,N/A)                                          Radio Buttons   Rationalized   Select One
        Management              Management            embedded forms?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Documents & Records   Does this company use XML schema-based documents?                                                           (Yes,No,Unknown,N/A)                                          Radio Buttons   Rationalized   Select One
        Management              Management
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Documents & Records   Does this company have automated tools for performing policy based retention, archiving and holds of        (Yes,No,Unknown,N/A)                                          Radio Buttons   Rationalized   Select One
        Management              Management            records (HR policies, contracts, e-mails)?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Documents & Records   Can requisite departments and users use desktop tools to author standards-based documents such as           (Yes,No,Unknown,N/A)                                          Radio Buttons   Dynamic        Select One
        Management              Management            SPL for pharmaceutical labels, XBRL for financial analysis, or other enterprise-defined standards?

                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Web Content           Does this company have a managed environment for authoring web content with a multi tier staging            a) None                                                       Radio Buttons   Basic          Select One
        Management              Management            and production environment for running web sites.?
                                                                                                                                                                  b) Multiple authoring tools                                                   Standardized   If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
                                                                                                                                                            c) Single authoring tool for all intranet sites created in the                      Rationalized
                                                                                                                                                            company
                                                                                                                                                            d) Single authoring tool for all internet and extranet sites in                     Dynamic
                                                                                                                                                            the company
BPIOM   Enterprise Content      Forms                 Does this company have web based or rich client forms to collect data and drive associated workflows? (Yes,No,Unknown,N/A)                                            Radio Buttons       Standardized   Select One
        Management
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Forms                 Are the web and rich client based forms used in this company integrated with LOB systems and defined (Yes,No,Unknown,N/A)                                                 Radio Buttons   Rationalized   Select One
        Management                                    processes?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Forms                 Do the users in this company have offline and mobile access to electronic forms?                            (Yes,No,Unknown,N/A)                                          Radio Buttons   Rationalized   Select One
        Management
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Enterprise Content      Forms                 Does the company have a single forms and workflow orchestration engine for both internal workflows          (Yes,No,Unknown,N/A)                                          Radio Buttons   Dynamic        Select One
        Management                                    and inter-company workflows (e.g. Expense reports, Inventory orders, hardware requisition, customer
                                                      complaint and feedback forms etc)?
                                                                                                                                                                                                                                                               If No show specific activities and links by IOM
                                                                                                                                                                                                                                                               category for this specific question
BPIOM   Business Intelligence   Performance           Does this company have database-sourced scorecards for key departments and functional areas?                (Yes,No,Unknown,N/A)                                          Radio Buttons   Standardized   Select One
                                Management
                                                                                                                                                                                                                                                               If No show specific activities and links by level for this
                                                                                                                                                                                                                                                               specific Class
BPIOM   Business Intelligence   Performance            Does everyone in the organization have access to scorecards which are tied to corporate objectives?        (Yes,No,Unknown,N/A)   Radio Buttons   Rationalized   Select One
                                Management
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Performance            Does the company have automated tools and processes for budgeting, planning, forecasting?                  (Yes,No,Unknown,N/A)   Radio Buttons   Rationalized   Select One
                                Management

                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Performance            Do report-users have advanced graphical and visualization capabilities - such as geographical maps?        (Yes,No,Unknown,N/A)   Radio Buttons   Dynamic        Select One
                                Management
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Reporting & Analysis   Does the IT department create and centrally manage parameterized reports for business owners?              (Yes,No,Unknown,N/A)   Radio Buttons   Standardized   Select One

                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Reporting & Analysis   Does the company use analytical tools such as Excel, Business Objects, Cognos as an front-end for          (Yes,No,Unknown,N/A)   Radio Buttons   Standardized   Select One
                                                       functional analysis (e.g. HR, Marketing, Sales etc)
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Reporting & Analysis   Can the end-users build, define, subscribe and schedule their own reports within a centrally managed       (Yes,No,Unknown,N/A)   Radio Buttons   Rationalized   Select One
                                                       environment?
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Reporting & Analysis   Can users publish data from front-end analytical applications (like Excel) and perform interactive         (Yes,No,Unknown,N/A)   Radio Buttons   Rationalized   Select One
                                                       analysis on the Web?
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Reporting & Analysis   Does the organization provide predictive analytical capabilities such as data-mining to find patterns in   (Yes,No,Unknown,N/A)   Radio Buttons   Dynamic        Select One
                                                       data?
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Reporting & Analysis   Does your organization have the ability to embed reporting within a business process?                      (Yes,No,Unknown,N/A)   Radio Buttons   Dynamic        Select One
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Data Warehousing       Does the company have ETL packages (Extract, Transform and Loading) instead of custom code to load (Yes,No,Unknown,N/A)           Radio Buttons   Standardized   Select One
                                                       subject/ functional data mart?
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Data Warehousing       Does the organization have a centralized and managed data warehouse?                                       (Yes,No,Unknown,N/A)   Radio Buttons   Rationalized   Select One
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Data Warehousing       Does the organization use automated ETL tools (Extract, Transform and Loading) for designing,              (Yes,No,Unknown,N/A)   Radio Buttons   Rationalized   Select One
                                                       implementing and maintaining their data-warehousing environment?
                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
BPIOM   Business Intelligence   Data Warehousing       Do you have the ability to do Business Activity Monitoring or BI within a business process automation?     (Yes,No,Unknown,N/A)   Radio Buttons   Dynamic        Select One

                                                                                                                                                                                                                        If No show specific activities and links by level for this
                                                                                                                                                                                                                        specific Class
                                                                                              Tooltip
Workspaces that allow end users to see who is currently working on a document (i.e., has checked it out) and allow you to track versions of a single document without having to save it as many
different names



Can users set up a secure document or meeting workspace from within their email client (i.e., Outlook), or from within the productivity application (i.e., Word, Excel, PPT)?




Can end users and IT set up workspaces, manage policies such as workspace lifecycle, storage limits, etc., and manage permissions of who has access to which workspace or set of workspaces? Are
governance policies fully in place? Typically, at this stage, IT has a collaboration and portal infrastructure in place, and they have the ability to put governance policies in place, but governance is
usually not fully in place, yet. Also at this stage, users are confined to collaborating within the organization, only (no collaboration with external partners, vendors or customers).



Can end users access departmental or enterprise information as well as find and connect with experts in their organization via a departmental or corporate intranet portal? Does IT have the ability to
control/manage/monitor the collaborative workspaces and one or more portals that exist in the organization (e.g. perhaps the customer has MySAP portal, PeopleSoft Portal, perhaps multiple
SharePoint departmental portals ... are these all centrally managed as part of a single productivity infrastructure?)


Can IT and/or end users build a set of business process automation workflows (using out-of-the-box functionality or custom built functionality) that can be leveraged across multiple groups (i.e.,
automate an LOB process leveraging the portal framework)? Can end users build, track and edit team workflows with which they are associated (i.e., see document review status)? The key here is the
ability for end users to build workflows leveraging the portal platform (e.g. using SPD), not just leveraging out of the box workflow functionality or basic templates.



Does the organization have the ability to deliver role-based targeting of information or data, either via a departmental portal or via a personal portal such as a My Site? For example, for an enterprise
or departmental portal, is information targeted or customized for users based on their role in the organization, such as members of the sales department sees one view of information, and members of
the marketing department sees another, or people in one state/country see one view, people in another state/country see another view? Do personal portals, such as MySite, offer role-based My
Sites for particular roles, such as sales account managers or finance analysts? Do portals target data to particular users, such as aggregate views of LOB data? What is key here is portals offer
targeted information and data to users based on their role within an organization and/or their geographical location.


Can end users build and publish wiki and blog sites as part of their searchable workspace/portal infrastructure; are these wiki's, blogs and RSS feeds integrated with end users' desktop productivity
tools (e.g. Outlook)? What is key here is this is not just the availability of ad-hoc social computing capabilities, such as stand-alone or silo social computing applications where various users within an
organization might be experimenting with these capabilities; rather, a Rationalized organization offers these capabilities organization-wide as part of their existing, single productivity infrastructure.
What is also key is the social computing capabilities that are offered are 'simple' or 'basic,' such as Wikis, blogs and RSS feeds. More advanced social computing capabilities, that are offered as part of
an organization's productivity infrastructure, are Dynamic.



Can end users build and publish wiki and blog sites as part of their searchable workspace/portal infrastructure; are these wiki's, blogs and RSS feeds integrated with end users' desktop productivity
tools (e.g. Outlook)?



Can IT and/or end users build a set of business process automation workflows (using out-of-the-box functionality or custom built functionality) that can be leveraged across multiple groups (i.e.,
automate an LOB process leveraging the portal framework)? Can end users build, track and edit team workflows with which they are associated (i.e., see document review status)?



Does the portal infrastructure support a profiling capability to assist with expertise finding (i.e. My Site)? How much information is contained in these corporate profiles? "Rich information" would
include things like contact info, expertise, org structure, documents, site links, colleagues, and memberships.



Do end users have the ability to view and interact with data from LOB systems (i.e., Siebel, SAP) in their workspaces and portals -- without having to log onto a separate LOB system?




Can the organization create rich client workspaces securely with outside partners, suppliers, customers (i.e., Groove); also can they create federated web-based workspaces with trusted suppliers,
customers, etc. (i.e., sharing a SharePoint team site with a customer to work on a RFP together)? This is different from the ability to work with external partners, vendors and customers, which is
Rationalized. In the Rationalized scenario, organizations typically incorporate all team members, even those outside the organization, into one central user directory service residing within the
organization. For this scenarios, which is Dynamic, the organization can offer the ability to work with trusted partners by creating a federated relationship with those partners, and that typically means
using MOSS, AD Federated Services and Groove


Do end users have the ability to collaborate in collaborative workspaces online (connected to corporate network), disconnect, operate locally using shared resources and then reconnect to have work
automatically synchronize with collaborative workspace/portal infrastructure using a common set of tools? This is different from the offline capability in Rationalized - it is more than merely working on
files while offline (like Lotus Notes or like MS Outlook allows to take files offline) - this is the ability to take the collaborative workspace or portal content and experience offline, to disconnect from
the corporate network, work locally and automatically synchronize with the collaborative workspace and portal infrastructure when back online on the corporate network.



Instead of relying on searching the collaboration and portal environment for people and information, does the portal environment deliver this information to users, based on learnings about the users
(e.g. users perform a search, and content is prioritized based on who the user is associated with within their network, etc). Can end users discover social networks within their organization and
connect with those networks? Are more advanced social computing capabilities possible, such as social tagging, social networking and network analysis available?




Emphasize solution including email, with message hygiene on the server (built in, 3rd party or in the cloud service ) and updates to junk email filters. Solution should offer shared calendars for
scheduling, shared contacts and file folders. Disaster recovery, focus on some level of back-up (i.e. tape back ups). Does not include disk back up, automatic failovers, or any business continuity
protection (to prevent downtime or loss of data).


This question examines what type of remote access and capabilities they are offering. Is it secure? Can users get client functionality such as group calendaring, scheduling, spell check, directory
access (note: a static HTML web client is not considered a “rich client”). Can they access these functions both inside & outside the firewall?


Organizations will have different compliance requirements for collecting and archiving email information based upon their industry and local regulations. This question examines if their email system
addresses their compliance needs at the organizational level with tools to collect and archive email information in a place that cannot be modified. Examples of policy enforcement include disclaimers,
email blockers and filters restricting sending sensitive information outside the organization, customized error reports to senders informing them of non-deliverable mail due to compliance regulations.
If customers answer NA, it will not preclude them from moving to Standardized.


Emphasize anti-spam and multi-layer message hygiene (perimeter/cloud and server/client) for anti-virus and anti-phishing. All message hygiene features should be automatically updated. Business
continuity should include automatic fail-over and features to minimize down time and data loss.
Organizations will have different compliance requirements for collecting and archiving email information based upon their industry and local regulations. This question examines if their email system
addresses their compliance needs at the individual user level. This includes tools to collect and archive email information in a place that cannot be modified. Examples of policy enforcement include
disclaimers, email blockers and filters restricting email between roles or divisions or sending sensitive information, customized error reports to senders informing them of non-deliverable mail due to
compliance regulations. Email platform supports encrypting email messages and attachments sent both inside and outside the organization.



Does the company provide full email, calendaring and contacts to a Smartphone, Blackberry or PDA?




accessing KPIs from a single data source is a much more extensible way to manage KPIs. You can surface the same calculation or measurement in a
an example is a line of business manager having a key metric that aligns with a top corporate level objective and seeing how he/she is performing against that goal




an application your company uses to automate quarterly or annual financial planning. Processes such as this might include mapping sales data from a subsidiary into financial data for the company
overall. This process should be automated in order to be rationalized, otherwise they are standard or basic depending on the level of sophistication they have for financial consolidation.



Add Analytical data to Maps, Provide 3D visualization of Data




when someone in your org wants a report, they can go to a central spot and pick items from a drop down list which will generate an appropriate report




an example of functional-based analysis are things like using ProClarity and Excel to pull data from your HR system; slice and dice data; trending; drill down on data; pivot data; dimensions and
metrics;


Reports delivered to inbox, standard managed reports, bursting of reports, standard enterprise reports, or presentation quality reports that can be shared outside the organization




Publish reports and analysis to the web, slice and dice over the web, consume and report without having to have software loaded on the desktop




Data Mining, Data Clustering, Segmentation analysis, Predictive Analytics




Making reporting part of a workflow process


data is automatically moved from one data source to another instead of manually cleansing and moving the data




repository of integrated information, aggregated from various sources, Using Kimbal or Inman structures, repository of historical data


extracting data from outside sources, transforming it to fit business needs, and loading it into the data warehouse. Selecting only certain columns to load, Joining together data from multiple sources,
Summarizing multiple rows of data, Generating surrogate key values


Report on Process Data, monitor business process, status and analysis of various operations, processes, and transactions

				
DOCUMENT INFO
Description: Productivity Applications document sample