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02/12/00 Strategic Requirements Approach John Tullis DePaul Instructor [email protected] page 1 Web E-business defined Universal access Standards e-business Using Internet technologies to connect critical business systems to key constituencies (customers, suppliers, distributors) IT Data/applications Core business processes Reliability, security and availability page 2 Determining where the organization is and needs to be helps to develop a roadmap to get there. Source: McKenna Group e-business Study, June 1998 Increased Infrastructural Impact Internally Internet Use the a Website Establish Focus Adoption Stage of A.Awareness (read only) Systems Systems Process(es) Process(es) on Core Core Business Core Access to Transactions Core Redefine Allow Allow Improve B. Presence 1. Pilot Industry Chasm Insurance Security Industry Telecom Web Publishing Investment Integration 2. Adoption 3.Process Process 4. Cross Industry Chasm Retail Value Business Industry Mfg. Industry Travel e-business page 3 The IT project lifecycle as it relates to e-business, infrastructure, or technology can be mapped out as follows: Determining where you are in the lifecycle, and what steps need to be taken helps ensure that emphasis is placed on exploiting technology as the servant of the requirements of the organization and business. Implementation Design Architecture Strategy Assessment ENGAGEMENTS page 4 The goal of todays e-business Technology/Infrastructure assessment is to help determine gaps, tactical and strategic directions. STRATEGIC PLANNING ASSESSMENT - Where am I - How did I get here - What are my strengths - What are my weaknesses - What technology am I using - How do I support the current infrastructure - What is my organizational structure - Where am I going - How am I meeting business objectives IMPLEMENTATION - W hat do I do - How do I do it - When do I do it - Who does it - What are the risks - In what order do I change - Do I have the necessary skills - Operational readiness - Why should I change - Where am I going - How do I get there - How do I use my strengths - How do I reduce my weaknesses - What technology do I use - How does my support change - How does my organizational structure change - Linkage to corporate objectives e-business Strategy is a Living, Evolving Process that must be continually reviewed and evaluated. page 5 In building an e-business, emphasis is usually placed on technology. However, if the focus is supporting the requirements of the business then the emphasis shifts to exploiting technology to support the business infrastructure. sucoF ygetartS Technical Enables the architecture Links the organization Automates the process Organizational integrated processes Executes optimal and Processes repeatable Makes necessary tasks page 6 General discussion information for building a technology infrastructure to support e-business. What Web enabled applications are in place today? Internal Internet Usage/applications –Mail/POP3 –FTP –Gopher services –Telnet –WWW Browsing –Other External Internet applications –Web advertising/communication page –Linkage to back end systems such as registration, libraries, financial aid –Advertising links on service providers such as Yahoo Intranet –Student applications –Administrative applications –Educational applications Extranet, e-business, e-commerce –"Organization" to vendors –e-business/e-commerce page 7 General discussion information continued... What are the usage volumes and usage patterns of the applications discussed? How critical is their availability and performance to the "Organization" today? What significant technical/infrastructure issues exist today with these appications? What is the general student perception of these applications? What is the "Organization"/Administrations perception of these applications? What is the current budget and financial support for Web applications? What are the desired Web applications that will be built in the next six to twelve months? What is the desired Web application and usage vision long term? page 8 Web Application Server WebSphere Application Server/WebLogic GO Webserver Domino Webserver Apache Webserver Netscape Webserver NT/Win 95 AIX, Solaris, ... S/390, AS/400 page 9 Microsoft Webserver External Network Infrastructure Services Standards-based Internet technologies & protocols Design Target Web centered, multi-tier Connectors Access to existing data and applications Web Management Server Java client management Web Application Servers Business logic Data services Clients Thin client model Server managed Content Application Programming Model Common Java based Write once, run anywhere Web-enabled Application Servers Mail, collaboration, data, transactions page 10 Standard Infrastructure TCP/IP, SSL, X.509v3 URL, LDAP HTTP/HTML, IIOP Border Services Connectors Standard App Protocols SMTP, POP/IMAP NNTP, IRC, ... Java External Services Applications and Data ServletBeans EnterpriseBeans Web Appl Servers Java AppletBeans Clients Web, mail, news, business, ... Universal access ... PCs --> Tier 0 Content Web-enabled Application Servers Mail, Collaboration, Data, Transactions page 11 Technology environment - Server Can you describe and review the software technologies currently being used to support e-business? Discussion to focus on current and future technologies. Operating System - Windows NT, Windows 2000, Linux, AIX, Solaris, HP-UX e-business server - Apache, MS IIS, Domino, WebSphere Commerce, ATG Dynamo, Broadvision, Blue Martini Content, Web, Commerce, Database Servers e-business layered products - Windows/Performance add ons - Netscape analyze, IIS Stat e-business database - Oracle/DB2 UDB e-business communications/interfaces - MQSeries, CORBA ORB DNS/DHCP Can you describe and review the server hardware technology currently in place to support e-business? Discuss curent and future needs and requirements. Unix vs Intel based - Configurations and Performance Server vs Workstation based Describe fault tolerance and redundancy of hardware Describe test hardware in place Backup and Recovery technologies page 12 Technology environment - Networks Can you describe the following Network technologies used to support e-business servers and connectivity. Focus on present issues and future design plans? Focus on capacity, performance, redundancy, diversity, recoverability. Switches, Routers, Hubs in Core Campus connectivity and Network topology from core to edge Switches, Routers, Hubs in edge/wiring closets Wiring topology Server Connectivity to Internet Firewall/Security Wan connectivity to remote sites and offices - frame relay, pt to pt circuits, fractional T's Dial Up connectivity Review Protocols & Standards Availability & Service Levels Traffic Dynamics page 13 Technology environments - Client/ Workstation Can you describe and discuss the current workstation/user environment? Review current issues and future designs. Hardware - What is the typical user device? Printer/Print Server Network connectivity - Performance and Network link such at 10BT or 100BT Operating System - Win NT, 95 Office Automation Software - MS Suite Application software internal to "Organization" Menuing software to help user navigate sites Layered Software on client Browser Software on client Network computer and Web application enablement page 14 The Systems Management Life Cycle approach facilitates selecting a strategic technology solution, designing and deploying the technology and infrastructure. Assessment Strategy Solution Selection High Level Design Alternate Sourcing Detailed Design Development Operation Deployment Delivery Management page 15 Multiple approaches can be taken during Phase 2. The most appropriate solution path(s) are selected during Solution Selection. Strategy Solution Selection Phase 1 Select Strategic Solution Assessment Alternate Sourcing Operation Delivery Management page 16 Phase 2 Service Delivery Infrastructure Design Phase 3 Process Specific Point Solution Design & Deploy Solution Tool Driven Design Deliver Service Potential Execution Paths A process model provides the foundation for performing an assessment of processes. Understand Customer Requirements Market IT Offerings Administer Service Levels Provide IT Operational Support to Customers Manage Customer Satisfaction Manage IT Finance Procure Services and Components Price Offerings & Administer Customer Contracts Manage IT Inventory and Assets Manage Security Manage Human Resources Manage Skills Portfolio Maintain Configuration Information Manage Availability Manage Facilities Supporting IT Manage Backup and Recovery Manage IT Continuity Manage Performance and Capacity Manage Problems Manage Events Enable Service Delivery Requirements Match Resources to Commitments Perform Services Sustain Service Delivery Capability Satisfy Customer Relationships Establish IT Management System Framework Plan IT Management System Evaluate IT Management System Manage IT Business Value Support IT Services and Solutions Deploy Solutions Define Change Management Practices Plan Deployment Administer Change Implement Change Establish IT Value Conduct Research Develop IT Strategy Justify Offerings & Infrastructure Portfolio Define IT Architecture Develop/Track IT Plan Understand Solution Requirements Design Solutions Construct and Integrate Solutions Test Solutions Gain Customer Acceptance and Certification page 17 How are the following Processes are performed, maintained, and managed for e-business? Change Management and application staging process Problem Managment and recovery process Backup and recovery of e-business systems What Operational processes are in place and how does Operations interact with e-business systems? IT Disaster Recovery process - How is Disaster Recovery established for e-business systems? Business Recovery process - What process is in place for the business to recover from e-business application problems? Availability Management process - How do you monitor availability today, and what process is in place to recover from availabilty or performance problems for e-business? Call Management and Help Desk process - Can you describe the process for supporting and training end users and establishing/monitoring users, user policies, and service levels? page 18 How are the following Processes are performed, maintained, and managed for e-business? User Training process - How are users trained to use e-business sytems, and what tools and technologies are available to them for this process? Service level process - How and what service levels are established, monitored, and reported? Capacity Planning process - How are e-business systems planned from a capacity and growth perspective? Performance Management process - How is performance monitored, and what is done when there are performance problems? Event Monitoring and Correlation process - What is the process to manage console events and how are they correlated downstream to network, client, server, and e-business systems? page 19 How are the following Processes are performed, maintained, and managed for e-business? IT Asset management process - How are e-business assets managed and what is the process for keeping them current and licensed? Security management process - What is the process for applying and managing e-business security, and how would respond to an e-business security threat? Financial/Budgetary process and cost of ownership - What is the process for budgeting e-business expenditures, tracking them, and determining that they are producing relating to their budgeted expenditures? page 20 Building Successful e-business Applications DB2, Oracle Baan on HP/UX SAP on AIX Netscape IE WebSphere Commerce Netscape Sun Solaris CICS/390 Server-centric Standards-based Quick to deploy, easy to use Leverage core systems Scalable Manageable & Secure DB2 on S/390 Windows95 The Application Model You Choose Matters page 21 Leverage Existing Assets Existing Clients Customer Information The Fast Path to e-business Billing Inventory Browsers Notes Clients Web Application Server Logistics Add new browser interface to existing systems little or no change required to existing applications Enables support for new classes of users page 22 Human Resources Web Application Topology Directory & Security Services Application Server ---Business Logic Connectors Web Server ---UI Logic Domain Firewall Internet Dispatcher App Client Protocol Firewall HTML Client Critical & Noncritical Data Non-critical Data App Client page 23 Existing Apps and Data Network Services Network Directory Server LDAP support Integrated in OS and solutions Exploitation by applications and middleware Robust directory management & admin Industry standard schema/data models Scalable/High Performance Network Security Services Toolkits -- SSL, KeyWorks Global Sign On Certificate Authority Security Services Directory Server Corporate IP Network (Intranet) Extranet Remote Workers, Suppliers, Business Partners Customers Internet Network Border Services Traffic dispatcher Load Balancing Scalable servers High Availability Options Proxy Servers (HTTP, FTP, Socks, mail etc.) Content filtering Authentication and access control Caching Firewalls - Packet filtering Unknown address rejection Address "hiding" -- NAT VPN - Encryption over public network page 24 Scaling - Load Balancing Shared Resources A Session state Replicated Files (AFS/DFS) Databases A workload Network Dispatcher B workload B to server b Directory C workload External services C Firewall page 25 Tools - Application Development, Monitoring, and Management Describe and review the application monitoring and management requirements today, the tools that are in place, and what is required in the future. Review the application development approach & toolset. Discuss programming tools. How is code designed and reused and are their tools to assist? What database build and design tools are in place? What database management, monitoring, and recovery tools are in place? Describe disk space management tools. What application capacity management? What application performance management tools are in place? What application security tools are in place? What load balancing tools are in place or being considered? page 26 Tools - Server and Client software and tool sets for Management and Monitoring Review the tool sets used to support the server and client environment Server software and tools sets – Server software release level tracking – Software/Hardware Performance Monitoring – Software/Hardware Capacity planning – Software/Hardware Testing – Server/Client software distribution – Server Management and Systems Management – Help Desk/Problem Tracking Client software tools – Software Distribution – Security – Remote Control – Hardware/Software monitoring – Asset Management – Scripting – Single Signon page 27 Tools - Network Management and Monitoring Describe Network Software and management of the Network. Review present and future design issues focusing on management, recovery, operational monitoring. Network management Event management tools, correlation, and thresholds Use of SMNP and MIB's on e-business devices - how are they set up and deployed Sniffer and troubleshooting IP address management DNS/DHCP Management Network performance and capacity tools Network testing and load testing page 28 Organizational Change Management is key for significant IT 'change' - an executable plan is needed that helps contain risk and organizational anxiety. Change Stimulates Anxiety A key notion in change management is the 'container', that is, social and organizational arrangements that help people limit their sense of risk - so that the work they must accomplish is manageable. In the absence of good containers people will feel too anxious to work effectively. page 29 Center for Applied Research Organizational Change Management can require significant time and will require ongoing executive commitment. Why is Change Management Important? Change Takes Time? Employees Will Change? High “Uniformed Optimism” “ Realization of Effort and Complexity” Future State Current State “Informed Pessimism” Light at the end of the tunnel? Low Time Key Influences · · · · · · · Leadership Two-way communication Small success stories Progress reports Involvement Understanding of “WIIFM” (“What’s -in-it-for-me”) 3-5 Years How: · Leadership · Experience · Trust · Significant Change · Succesful Communications · Change Management Many Years Culture Behavior 5-6 Months How: Skills development · Work tools · Recognition and Rewards · Coaching/mentoring · Compensation · Measurements · Procedures · Cross-functional Teams · Performance Plans · Etc. page 30 An effective change management action plan addresses the dramatic drop in productivity generally associated with transformation 42% Lost Productivity 21% / 1.7 hrs Work and Productivity Impact During Significant Change 21% / 1.7 hrs Personal 19% / 1.5 hrs 40% / 3.2 hrs Social and Gossip (loss of 1.7 hours) 60% / 4.8 hrs 23% / 1.9 hrs Retraining 15% / 1.2 hrs Productive Work (loss of 1.7 hours) Changing highly interdependent settings is extremely difficult because, ultimately you have to “ change nearly everything. Because of all the interconnections, you can rarely move just one element by itself. You have to move dozens or hundreds or thousands of elements, which is difficult and time consuming and can rarely - if ever be accomplished by just a few people” John P. Kotter, Harvard "Organization" page 31 Organizational - Goals and Level of Sophistication What level of e-business sophistication does the organization have today? What level of e-businss sophistication does the organization want for the future? What level of financial support is there to support this level? What level of Executive support is there to support this level? What level of IT management support What level and quantity of staff is there to support this level? How hard is it to get and retain IT staff to support the infrastructure and technology environment? How much infrastructure and technology needs to be built internally or can be provided by an external service provider? How much does currently source and perform internally, and what are the feelings about outsourcing or out-tasking? page 32 Organizational - Budgetary and Financial What is the current budget to support Web initiatives? Capital Budget for this year and next three years? Operating Budget for this year and next three years? What should be the budget to support desired initiatives? Capital Operating Can some of the development be financed or amortized over the life of the project? How is cost of investment measured? How does the "Organization" know it is optimizing expenditures? How is cost of ownership measured? How do individual departments help budget and fund e-business initatives? page 33 People - Skills, Availability, and Focus What resources are available to perform the following functions and e-business setup? Hardware installation Server Installation - Content, Web, Commerce, Database Servers Firewall & Security Network and Network Hardware Client software design and implementation Software installation and customization Operating systems Control programs, Communications subsystems & Middleware Testing and Quality Assurance Data Migration Plan and data conversion Identify all the resources required for on-going support & what the requirements will be for e-business? Helpdesk,Level 2/3 technical support Hardware maintenance Operations Servers & Systems Management Database administration & Security Processes Management page 34