it strategic plan open house 2: march 26 th
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IT Strategic PlanOpen House 2: March 26th
Dave Wallace, CIO,Andrea Chappelland The Team
The IT Strategic Plan Project (Dave)
To create an Information Technology (IT) Strategic Plan to advance the state of IT to meet the opportunities for University of Waterloo over the next 5 years.
Today’s agenda1. Summary of activities2. The updated Strategy Map3. Emerging IT directions4. Some emerging priority initiatives5. How IT “happens” at Waterloo6. Next steps
Phase 1: Consult, consolidate (Andrea)
September: Kick-off
orientation meetings
October: Gather
"what we already know"
November: Consultation
with Stakeholders
December: consultation
January: More
consultation, Draft writing
Phase 2: Consolidate, prioritize, review … The Plan
Jan/Feb: Draft document;
feedback from governing
groups
Feb: Draft Report
communication
March: Amalgamate feedback for
Plan
April: Approval
by governing
groups
End April: IT Directions
Plan
December 5th open house• The IT Strategic Plan project governance• The Strategy Map – overview of how it
was built, what it means• Samples of early findings – what we heard
in consultations in Nov/early Dec• Prioritization – what is important to
consider?
(Updated) Strategy Map (Dave)
• Visually represents strategy elements:– Mission, Vision, Values– Strategic Objectives (where you want to go,
how you want to be)• 6 strategic objectives for initial focus• Definitions exist for values and strategic
objectives
Our Purpose (Mission): Enable an exceptional, innovative IT environment through
engagement, creativity, and impact.
Our Goal for 2018 (Vision 2018): Enable the University’s mission through exceptional
learning, teaching and research environments.
V6.4 Draft WaterlooIT Community
Together, we enable
CORE VALUES
Our Users
Internal Process
Organizational Capabilities
Resource Management
Our Promise to Our Users: Inspiring and supporting the University of Waterloo through technology leadership and excellence.
U4 - Enable the optimization of administrative processes across campuses
U3 - Enable the achievement of teaching and student life-learning objectives
U2 - Enable the achievement of research and scholarship objectives
U1 - Empower users and optimize their experience
IP9 - Exchange high quality data and information when, where, and how it’s needed IP10 - Enable timely access to the right integrated, cutting-edge information technologies
OC3 - Build a cohesive, knowledgeable IT community across the campus
OC1 - Build a culture of pro-active support and technology leadership
OC2 - Take an University-wide perspective to IT
OC4 - Build collaborative relationships with our users and each other
RM1 - Make the necessary technology infrastructure and resource investments
RM2 - Optimize the allocation and use of our financial, technology, and human resources
IP1 - Understand the needs of our users
IP5 - Continuously improve and optimize IT processes, workflow, and
platforms
IP2 - Define IT accountabilities, responsibilities and authorities, available resources, and supports, and
clearly communicate these to our users
IP8 - Maintain a secure, reliable, and useable information and technology environment
IP4 - Understand, foster and leverage trends and
innovations in information technologies
IP6 - Ensure data security, integrity, and
privacy
IP3 - Provide knowledgeable, pro-active insights, advice,
and solutions through effective governance
Service Openness and Collaboration Knowledge and Creativity Operational Excellence
IP7 - Take a structured approach to IT development and implementation
IP11 - Be easy to do business with
U5 - Enable University outreach activities
IP2 - Define IT accountabilities, responsibilities and authorities, available
resources, and supports, and clearly communicate these to our users
IP1 - Understand the needs of our usersOC2 - Take an University-
wide perspective to IT
OC4 - Build collaborative relationships with our users
and each other
RM1 - Make the necessary technology infrastructure and resource investmentsU1 - Empower users and optimize their experience
Emerging IT directions (Andrea)
• Address usability of core systems• Provide modern info/business mgmt tools• Advance student IT environment• Grow technology enabled learning environ• Create integrated, service-oriented helpdesks• Help improve communications• Define governance and federated model
Emerging initiatives• Started process of prioritizing initiatives• Map to strategic objectives• Following items are examples
– Many details to be worked out, need to work with partner groups
– More work to be done• Looking for your feedback and input
Usability initiatives• Need to work on our core systems, e.g.:
– Financial reporting (FORE) critical for researchers, but not intuitive for infrequent use (see Info Mgmt)
– Grad admissions review, improved workflow; next, determine enhanced features
• Usability team?– Human-computer interface experts, others specializing
in design – how to tap into this?– Product usability tool kit (e.g., UPK for PeopleSoft)
Student IT environ initiatives• Pilot with AHS for remote access (“virtual
desktop”) to SAS/SPSS from home, Lib, anywhere
• Mobile app framework investigation• Jobmine replacement (IT support to CECA)• Cell service improvement and Wifi upgrades• Portal (demo of prototype during session)
Information and business mgmt initiatives
• Called Enterprise Business Intelligence, much of our report/inquiry will be redesigned and rebuilt
• Improved usability, consistency, service levels• Will provide information and access layers to
feed …– Open Data, portal and mobile development, etc.
• Also, info system behind FORE reports
Tech enabled learning• Many trends affecting us, e.g.,
– Massively Open Online Courses (MOOC), open courseware, fully online courses between universities
• Live collaboration tools introduced– Videoconferencing infrastructure with Mech Eng– Centralizing web collab software, begun in ManSci
• Working with Desire2Learn– Integrate Maple TA into LEARN– LEARN upgrade in April– And, stability of hosted site!
Service-oriented helpdesks• Collaborations and integrations
– Extended helpdesk hours (with Housing and Library)
– Shared support for core services• Industry best practice (e.g., ITIL: Info Tech
Infrastructure Lib)• New request system (with knowledge-base)• Better use of social media
Communication/collaboration• Need better tools to help people stay up-
to-date and collaborate• Drupal (our web content management
system software) add-on (in development)• Tech enabled learning tools• Better, concerted use of social software
And many more …
IT Directions and SOs (samples)• Usability
• Info/business mgmt
• Student IT
• Governance, federated model
• U1 Empower users• U3 - Enable achievement of
student life-learning• IP1 Understand needs• IP9 - Quality data/info when,
where, how needed• IP2 IT accountability• IP4 – Leverage, foster
trends, innovations • OC2 U-wide perspective• OC4 Collab relationships• RM1 Tech investments
IT Directions and SOs (samples)• Usability
• Info/business mgmt
• Student IT
• Governance, federated model
• U1 Empower users• U3 - Enable achievement of
student life-learning• IP1 Understand needs• IP9 - Quality data/info when,
where, how needed• IP2 IT accountability• IP4 – Leverage, foster
trends, innovations • OC2 U-wide perspective• OC4 Collab relationships• RM1 Tech investments
IT Directions and SOs (samples)• Usability
• Info/business mgmt
• Student IT
• Governance, federated model
• U1 Empower users• U3 - Enable achievement of
student life-learning• IP1 Understand needs• IP9 - Quality data/info when,
where, how needed• IP2 IT accountability• IP4 – Leverage, foster
trends, innovations • OC2 U-wide perspective• OC4 Collab relationships• RM1 Tech investments
Demo of portalBy Pavol Chvala
Activity: Feedback
Consider the sample list of IT Directions and example Initiatives. Do they seem to hit the mark?1. Your feedback on the IT Directions?2. Your feedback on the example Initiatives?
Emerging IT directions: Feedback?
• usability of core systems• modern info/business mgmt tools• student IT environment• technology enabled learning environ• integrated, service-oriented helpdesks• communications
Sample initiatives: Feedback?• Usability
– E.g., Financial reporting (FORE), Grad admissions
– Usability team and tools• Student IT environ
– Remote access to software– Mobile app framework– Jobmine replacement– Cell service and Wifi
upgrades– Portal
• Improved service helpdesks
• Tech enabled learning– Address important trends – Live collaboration tools– Work with D2L (add-ons,
upgrade, stability)• Enterprise Business
Intelligence– Redesign report/inquiry – Improved usability,
consistency, service levels– Data access and provisioning
• Improved communications
Governance and Federations (Dave)
• How we work together• How decisions are made• How the community is informed and
involved
How does IT work at Waterloo?“Together we enable”: What does it mean?• IT is distributed• Central IT (IST)
– Maintains core infrastructure, enterprise systems, processes to manage, secure, use it
• Faculty and department IT– Maintain systems and provide services,
including those unique to the area
Towards a federated model• Benefits of centralized & decentralized IT
– Economies of scale, efficiency– IT cost visibility and control– Easier dev/integration of enterprise apps– Responsive to local needs
• Risk of duplication, overhead challenges• Requires strong governance and clarity
What does it look like?• Faculty or department services
– Services specific to local needs• Shared services (in-sourcing)
– Concentrated expertise ( “Centers of Excellence”)
– Lead group provides to others, maybe cost-share
– Needs collaborating service centres• Common or utility services
– Centralized services used by everyone (the infrastructure).
E.g., Federated model between central IT (IST) and Faculty IT
Research
Administration
Teaching and LearningIST
Faculty IT
E.g.,Teaching and learning tech federated model, between IST and fully online group
Content Creation
Application Support
User SupportIST
Centre forExtendedLearning
Federations SLAs and OLAs• Service Level Agreements: provider to client
– Describe IT services being provided,– Document service targets, and– Responsibilities of IT service provider and
client.– A set of agreed upon promises
• Operational-level agreement: responsibilities of cooperating support groups
E.g. of Federated model between central IT (IST) and Faculty IT
Research
Administration
Teaching and LearningIST
Faculty IT
SLA/OLAs defineservices and responsibilitiesbetween groupsand users
E.g. of Federated model between central IT (IST) and Faculty IT
Research
Administration
Teaching and LearningIST
Faculty IT
Some SLA/OLAsmay look differentfrom others!
Federations need governance. One view?
KeyAdvisory/Recommendation Bodies
Chairs of AdvisoryRecommendation bodiessit on Strategy and Policy body
Strategy and Policy Body
CIO and Provost
Activity: FeedbackConsider what you have seen of federated models and governance.1. What does it mean to have success in the
way IT works together at Waterloo?2. What would it take to get there?
Gov/Fed and SOs• Usability
• Info/business mgmt
• Student IT
• Governance, federated model
• U1 Empower users• U3 - Enable achievement of
student life-learning• IP1 Understand needs• IP9 - Quality data/info when,
where, how needed• IP2 IT accountability• IP4 – Leverage, foster
trends, innovations • OC2 U-wide perspective• OC4 Collab relationships• RM1 Tech investments
Next steps• Continue prioritization to define initiatives
and how to make progress• Continue to align with the evolving
University strategy and directions• Continue to define indicators that allow us
to measure progress• End April: 1st IT Strategic Plan!
Thanks to the Team!The web site lists people working on the Task Force, UCIST (the Steering committee), and our Executive Advisory group.
Thanks to you!• Your feedback and participation during this
process has made it invigorating, ‘real’, and meaningful.
• We appreciate your continued input.
How to stay involved• Contact us:
– dave.wallace@uwaterloo.ca (CIO)– andrea.chappell@uwaterloo.ca (Project lead)
• Web site:– https://uwaterloo.ca/it-strategic-plan
• Watch for the Plan at the end of April
The end
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