Docstoc

Project Management Center Excellence

Document Sample
Project Management Center Excellence Powered By Docstoc
					               State of Oregon                                                     OIS/ESS
                                                                  Process Center of Excellence
                                                                            (PCoE)




                                                                           Service Catalog

                                                                                March 20, 2009
                                                                                 Version 9.0




______________________________________________________________________

                                             Table of Content

Change Methodologies ..............................................................................................2
Process Center of Excellence (PCoE) ..........................................................................3
IT Project Support.....................................................................................................4
   Portfolio & Project Office (PPO) ..............................................................................4
   PPO Methods ........................................................................................................5
Business Transition Management ...............................................................................7
  Business Transition Management Process Flow Model .............................................8
  BTM Organizational Change Model .........................................................................9
Business Process Architecture (BPA)......................................................................... 10
  Business Architecture .......................................................................................... 10
  Business Process Modeling Notation (BPMN) ......................................................... 10
  Business Process Modeling System (BPMS) ........................................................... 11
       Change Methodologies


                                                   Project
                                                 Management




                 Business Transition                              Business Architecture
                 Management                                         - Business Architecture (BA)
                     - Change Management                            - Business Process
                     - Business Process                               Management Notation
                       Architecture (BPE)                             (BPMN)
                                                                    - Business Process
                                                                      Management System
                                                                      (BPMS)




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                         2 of 21
    Process Center of Excellence (PCoE)




              DHS As A Process Oriented Organization
      (supported by the multiple methodologies working together



C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc   3 of 21
                                           IT Project Support
Portfolio & Project Office (PPO)

The Portfolio & Project Office (PPO) currently provides processes and
support in the area of Project Management for project managers in the
Office of Information Services (OIS) and all of DHS. When these
processes are adhered to they inherently provide value and increase
the likelihood of project success.


Products available on the PPO Website

 Project Management                                               Advance Planning Document (APD)
     Process                                                        Process
     Process Guide                                                  Process Guide
     Tools/Templates                                                Tools/Templates
     Training Materials                                             Training Materials

 Delivery Life Cycles for Planning                                Contracts
     Life Cycle Definitions                                         Process
     Life Cycle Models                                              Contract Tips
                                                                     Tools/Template

Current Services

Consulting
Upon request, on a staff availability basis, the PPO team will provide analysis and consulting
support for any of the processes and tools provided on the PPO website section.

Mentoring
The Project Management team will provide on-going mentoring for project managers and
developmental staff on a staff availability basis.

Facilitation
The PPO team will provide facilitation services for project kick-off meetings, requirement
gathering sessions and lessons learned sessions.




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                        4 of 21
PPO Methods

Project Management Processes
        General PM Process Definition
        Initiating
        Planning
        Executing
        Controlling
        Closing

Project Control Assistance
        Budget Management
        Schedule Maintenance
        Time Tracking
        Library Maintenance
        Communications
        Meeting Arrangement
        Project Visibility

Consulting/Mentoring
        Startup Assistance
        J.I.T Assistance
        Risk Management
        Project Recovery
        Management Consulting
        Quality Assurance (QA)

Project Management Developmental Opportunities
        Business Staff
        OIS Staff

Contracts/Procurement
        SOW Assistance
        RFP Assistance
        Bid Evaluation Assistance
        Contract Tracking Assistance
        Material & Service Procurement

Training
        Skill Survey
        Role Definitions
        Training Strategy/Plan
        Training Facilitation


C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc   5 of 21
The PPO Team tools and templates are available on the PCoE Website:
      http://www.oregon.gov/DHS/admin/bpm/tools_templates.shtml




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc       6 of 21
                         Business Transition Management
 Business Transition Management (BTM) is an emerging
 methodology within DHS’ Office of Information Services
 (OIS). The disciplines within this methodology integrates
 Project     Management       (PM),      Business     Process
 (re)Engineering (BPE), and Business Change Management
 (BCM) providing protocols to support the efficient and
 effective    management     (specifically    the   planning,
 executing/leading, and sustaining) of organizational change
 projects. The services provided by the BTM Team are
 available to DHS Business and OIS Stakeholders.

Consulting
        BTM   Checklist Analysis
        BTM   Project Review
        BTM   Advice and Consulting
        BTM   Recommendations
        BTM   Lessons Learned
        BTM   Strategic Planning
        BTM   Performance Review
        BTM   Communication Planning

The BTM team will, on request, provide analysis and consulting for any change project.
This service includes analysis and review of the project, advice and consulting based on
the findings of the project review, recommendations and next steps, lessons learned
facilitation, strategic planning and communication planning.

Mentoring
        BTM Mentoring

The BTM team will mentor BT Managers and other BT resources during the pre-
initiating, initiating, planning, executing, controlling, closing, and operations and
maintenance phases of projects.

Facilitation
        Business Vision for Project Implementation
        Lessons Learned
        Product Demo’s
        Risk and Issue Mitigation

The BTM team will provide facilitation services for meetings based on any Business
Transition Management subject.



C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc             7 of 21
Training
        BTM Standard Curriculum
        BTM Customized Curriculum

The BTM team will provide, on request, training for staff conducted from BTM Standard
Curriculum or it can be customized to suit the needs of the staff.

Tools and Template Support
        BTM Customized Workshops
        BTM Standardized Process Guides

The BTM team has over 40 tools and templates available on the DHS PCoE Website
Tools & Templates category, developed for application through all phases of a project.
Customized workshops are offered to develop a working draft of any template offered.
In addition, BTM has an ongoing effort to create standardized Process Guides and
Checklists to provide instruction on how to perform Business Transition functions.

           Business Transition Management Process Flow Model




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc           8 of 21
It is commonly known that organizational change is difficult. Varying authorities have
argued that 60 – 90 percent of all projects fail today. These statistics coupled with the
recognition that change is necessary for organizational success, fuels frustration, angst,
and concern among executive leaders and project managers in all sectors of business.
Indeed, change is necessary. There is no immunity from change and current trends
suggest organizations and change endeavors will increase in complexity and challenge.

To address such pressures, the State of Oregon Department of Human Services has
engaged in research to build a functional model to more effectively and consistently
plan, lead, and sustain organizational change. The functional model, illustrated here,
leverages the disciplined protocols of project management. It is recognized that all
projects are change projects and thus project management disciplines must be
leveraged to develop an effective framework for effective organizational change. At a
high-level, the framework follows a standard approach to change from current state,
transition state, to a future state via stage-gate processing including the following
phases: pre-initiate, initiate, plan, execute, control, and operations and maintenance.
To be sure, while depicted linearly, the actual application of organizational change
implementation process is iterative and continual. The detail (artifacts and deliverables)
associated with each phase is also illustrated. Important to note are the two critical
components that are incorporated across all phases and those are communication and
building a readiness for change.

                            BTM Organizational Change Model




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc               9 of 21
                      Business Process Architecture (BPA)

                          Business Architecture (BA)
                Business Process Management Notation (BPMN)
                Business Process Management Systems (BPMS)


The services provided by the BPA Team are available to DHS
Business and OIS Stakeholders. The BPA Team will provide,
on request, services in analysis, consulting, mentoring,
facilitation, training, as well as templates and tools for any of
the following BPA areas:

Business Architecture

Assist the business to define and document their business architecture, providing a
picture of where the business is today (current state/AS-IS) and where the business
wants to be in the future (future state/TO-BE). Having an accurate representation of
the current state and future state enables the identification of differences (i.e., gaps)
between the two.

This work is performed in coordination with Enterprise Architecture as applied in the
TOGAF model that the state of Oregon has adopted.

Business Process Modeling Notation (BPMN)

The Business Process Modeling Notation (BPMN) specification provides a graphical
notation for specifying business processes in a Business Process Diagram (BPD) and in
a workflow. It is a process modeling language that describes any process, whether
executable or not, as an orchestration, that is, a flow of control from one activity to the
next, commanded by a central process engine.

A standard Business Process Modeling Notation (BPMN) will provide businesses with the
capability of understanding their internal business processes in a graphical notation and
will give organizations the ability to communicate these processes in a standard
manner. Furthermore, the graphical notation will facilitate the understanding of the
performance collaborations and business transactions between the organizations. This
will ensure that businesses will understand themselves and participants in their business
and will enable organizations to adjust to new internal and business circumstances
quickly.




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc               10 of 21
The modeling in BPMN is made by simple diagrams with a small set of graphical
elements. It should make it easy for business users, as well as, developers to
understand the flow and the process. The four basic categories of elements are as
follows:

BPMN Elements:

        Flow Objects:
         - Activities
         - Events
         - Gateways
        Connections: Sequence Flow, Message Flow, & Association
        Artifacts: Data Objects, Group, & Annotation
        Swimlanes: Pool, Lane

Example of standard BPMN model represented by Hasso Plattner Institute: BPMN Model

Business Process Modeling System (BPMS)

The Business Process Management System (BPMS) can help technology teams execute
the process modeled by business users, as well as, measure process execution data and
present it to the users in an understandable form. Business users can then analyze the
data and identify the areas of improvement for the process.

BPMS is becoming very popular among business users because it empowers them to
define, maintain, measure, analyze, and continuously improve their business processes.
BPMS is capable of executing application-to-application and person-to-application
processes. Implementation of BPMS technology reduces time-to-market for changes in
business processes. With the help of BPMS implementation, changes in business
process are addressed with minimal IT efforts, resulting in faster time-to-market and
business process change.

BPMS also measures and stores the process execution data, which can be used later for
creating business activity monitor (BAM) reports. BAM reports can be used to report
process efficiency and bottlenecks, activity alerts, escalations, user productivity, and
other measurements of process performance.

BPMS tools:

        Business process modeler. Used by business users to define the business
         process. Process is defined as set of activities in sequence, parallel, or loop
        Executable process modeler. Imports a business model from another
         business process modeler. The system architect adds execution details for each




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc              11 of 21
           activity in the modeler. These modelers generate a process definition and usually
           generate code.
          Process execution engine. Executes the process defined in the executable
           process modeler and captures the process execution data.
          Business activity monitoring component. Consists of a set of reporting tools
           for process owners, senior management, and other business users.
          User portal. Allows end-users to participate in the process execution.
          Admin portal. For the process owner to manage the process instances. The
           admin portal can be used for deploying and version management for process
           definition.

Consulting:
         Business Process Architecture Mapping/Modeling

           Assist the business to define and document key business processes, providing a
           picture of where the business is today (current state/AS-IS) and where the
           business wants to be in the future (future state/TO-BE). Having an accurate
           representation of the current state and future state enables the identification of
           differences (i.e., gaps) between the two.

         IT Systems Mapping/Modeling

           Assist OIS to define and document IT systems, providing a picture of where the
           IT system is today (current state/AS-IS) and/or where the business wants the IT
           system to be in the future (future state/TO-BE).           Having an accurate
           representation of the current state and future state enables the identification of
           differences (i.e., gaps) between the two.

Facilitation:

      Process Mapping Work Sessions:
          Facilitated Mapping Work Sessions
          Current State (AS-IS) Maps
          Future State (TO-BE) Maps
          Gap Analysis (AS-IS vs. TO-BE)
      IT Systems Mapping Work Sessions
          Facilitated Mapping Work Sessions
          Current State (AS-IS) Maps
          Future State (TO-BE) Maps
          Gap Analysis (AS-IS vs. TO-BE)




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                 12 of 21
    Requirements Gathering
         Assist the business in defining business requirements for a new or to be
         enhanced IT System.         This process determines what business flows the
         application will deliver, who the users will be, and how they will utilize the
         software.
          Facilitated Work Sessions
          Gap Analysis (AS-IS vs. TO-BE)
    Lesson Learned
            Facilitated Work Sessions
            Lessons Learned Documentation

Tools and Template Support:
            BPA Process Mapping Standards
            BPA Process Mapping Templates
            BPA Process Guides
            iGrafx Software Tool Support
            Visio Software Tool Support

Training:
            BPA Process Mapping Training
            iGrafx Software Process Mapping Follow-up Training
            Visio Software IT Systems Mapping Follow-up Training

The BPA tools and templates are available on the PCoE Website:
      http://www.oregon.gov/DHS/admin/bpm/bpa/index.shtml




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc            13 of 21
       Business Architecture: Business Concept View


           BUSINESS DRIVERS                                BUSINESS UNIT         SERVICE DELIVERY
      External                Internal

                                                                                    BUSINESS
      CITIZEN /                                                                     SERVICES
    LEGISLATION
                                                        PEOPLE
    PERSPECTIVE
                              BUSINESS
                                PLAN                                                 PHYSICAL
                                                                       ROLES        LOCATIONS
      POLICY &
    REGULATIONS                                       PROCESSES

                                                                                   TECHNOLOGY
                              MISSION &
                             PRINCIPLES                              RESOURCES

      BUDGET &
      FUNDING                                         FUNCTIONS




                                             METRICS (Performance Measurement)




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                      14 of 21
              Business Architecture: Sub-domain View


                                  Business                        Business
                                   Drivers                         Service
                                                      Business    Delivery
                   Citizen /                            Unit
                  Legislation                                                 Business
                  Perspective                         Business                Services
                                                       Roles
                 Policy and                                                   Business
                                                      Business
                 Regulations                                                 Technology
                                                      Processes

                    Budget                            Business
                                                                             Business
                   (Funding)                          Functions
                                                                             Locations

                Business Plan                           People


                   Mission &                         Resources
                   Principles




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                     15 of 21
                   Business Architecture: Touch Points


                                                      Business Drivers
                                                        Citizen/Legislation
  Supports                                            Perspective, Policy and
                                                      Regulations, Budget and                         Funds
          Governs                                     Funding, Business Plan,
                                                       Mission and Principles            Influences




                                                                                Business Service
             Business Unit
                                                           Produces                 Delivery

                                                              Consumes
          People, Processes,                                                     Business Services,
       Functions,Roles,Resources                                                Locations, Technology




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                    16 of 21
      Business Architecture: Business Drivers (Why?)


                                                     Citizen /
                  Business Drivers
                                                    Legislation
                                                    Perspective

                                Influences                            Influences
                                                     Influences

             Rules and                                                                 Budget and
            Regulations                                                                 Funding
                                                     Mission &
                                                     Principles


                                                  Guide    Achieves




                      Lays foundation for                                    Enables


                                                   Business Plan




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                            17 of 21
            Business Architecture: Business Boundary
                      (Who, What and How)


             Business Unit
                                                                  Business
                            Perform                                          Enables
                                                                  Process




                                                              Results In      Business
                 Business                                                     Resources
                  Roles                       Defines


                    Are
                                                                  Business
                Assigned to
                                                                  Function


                   People




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                        18 of 21
     Business Architecture: Business Service Delivery
                 (What, Where and How)


                              Business Service Delivery


                                                 Business
                                                Technology



                                                   Automates




                                                  Business
                                                  Services


                                                     houses




                                                  Business
                                                  Locations




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc   19 of 21
                             Business Architecture: Details

      Business Drivers
                                              Citizen /Legislation
                                                  Perspective                                                                Create

                            Influences             Influences                 Influences


     Rules and                                Misson & Principles                             Budget and
    Regulations                                                                                Funding
                                                                     Guides

                                                     Achievs
                                                                                             Enables
                        Lays foundation for                     Business PLan                           Funds
                                                  Guide


               Govern


                                                                                                             Business
                                                Business                        Automates
                  Perform                                                              Produces             Technology
                                                Process
                                                                                                                Automates

                                                                                                                Business
                                                      Enables
           Business                                                  Business                                   Services
            Roles                               Results In           Resources
                                  Defines
                                                                                                  Consume
               Are
             Assigned
                                                Business                                                         Houses
                                                Function
                                                                                                         Business
                                                                        Houses
             People                                                                                      Location
                                                                              Houses

                                                                                                       Business Service
        Business Unit                                                                                      Delivery




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                                                   20 of 21
   Business Architecture : Business Alignment with IT
                  Business Architecture                            IT Architecture


                        Business Drivers                               Rules and
                                                                       Constraints
                           Business
                          Policies and
                          Regulations
                                                                        Security



                          Business Unit

                           Business
                                                                        Workflow
                           Processes


                            Business
                                                                         Domain
                            Function


                            Business
                                                                          Users
                             Users


                           Business                                  Notification and
                         Communication                                   Reports

                           Business
                     Exchange of documents,                              Interface
                          information



                        Business Service
                            Delivery
                             Business
                                                                         Services
                             Services


                             Business                              Access and Delivery
                             Location                                  mechanism




                              Business                              Business Intelligence
                      Performance Measurement                     (Reports,Data mining etc)




C:\Docstoc\Working\pdf\454adb0d-1ec8-4c91-b21e-8a45f3edcc91.doc                      21 of 21

				
DOCUMENT INFO
Description: Project Management Center Excellence document sample