how to plan and scope your ibm imodernization so that it...
TRANSCRIPT
HowtoPlanandScopeYourIBMi ModernizationSoThatItGetsOrganizationalBuy-in
Presentedby:
Emmanuel(Mani)TzinevrakisVP,Pre-SalesSolutionsFrescheSolutions
2FrescheSolutions|BCD- looksoftware- Quadrant
Agenda
■ TheModernizationlandscape■ Gettingstarted■Whatyou’llneedtogetbuy-in■ Buildingyourmodernizationplan■ Howtogetorganizationalbuy-in
3FrescheSolutions|BCD- looksoftware- Quadrant
KeyTakeaways
■Modernizationisauniquejourney■ ThereisvaluebuiltintoyourIBMi applications■ ThereisanoptimalModernizationstrategyforyou
FrescheSolutions|BCD- looksoftware- Quadrant
TheModernizationLandscape
5FrescheSolutions|BCD- looksoftware- Quadrant
TheModernizationLandscape
■Whatdoesmodernizationmeantoyou?■ Howothershavefaired?■Modernizationchallenges
6FrescheSolutions|BCD- looksoftware- Quadrant
TheModernizationLandscape
■Whatdoesmodernizationmeantoyou?■ Howothershavefaired?■Modernizationchallenges
7FrescheSolutions|BCD- looksoftware- Quadrant
■ GUI/WebEnablement■MobileAccess■WorkflowOptimization■ DesktopIntegration
■ RPG-FreeFormat■ Coderestructuring/modularization■ DataAccessmodularization■ Servicesenablement
■ DDStoDDL■ Dataaccessibility(longnames,datamodel,reporting)■ Dataintegrity(foreignkeyconstraints)■ Datarestructuring,normalization,…
UserInterfaceUserExperience
CodeandBusinessLogic
Database
OrganicModernization
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Sample:OrganicModernization
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OrganicModernization- Benefits
■ Lowerrisk■ Staged,milestone-based■ Lessbudgetpressure■ Reducestechnicaldebt■Makesfuturetransformationeasier■ EnablesasmootherITskillsetupgrade
10FrescheSolutions|BCD- looksoftware- Quadrant
ApplicationModernizationWithTools
■ RPG/COBOL/Synon toJava/C#.NET
■ DB2toOracle/DB2/SQLServer/MySQL
■ Greenscreen5250UItoGUILine-by-lineCodeConversion95%+automation
CodeTransformation80%automation
CodeTransformation&Refactoring
Lowest- Cost- Maintainability
Highest- Cost- Maintainability
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ApplicationModernizationProcess
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TargetReferenceArchitecture
■ Leveragesopensourceframeworks
■ ModernRichWebInterface
■ Angular.js
■ RESTful servicecalls
■ Springframework(MVCcontroller,Batch,Security,Integration,JPA,etc.)
■ Hibernate
■ Modularcodebase
■ Customizable,pattern-basedgeneration
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CodeTransformation- Benefits
■ Future-prooftheapplications■ Easieraccesstonextgenerationdevelopers■Mitigatesrisksrelatedtoagingstaff
14FrescheSolutions|BCD- looksoftware- Quadrant
ApplicationLifecycleManagementProcessModernization
■ Devtools▶ IDEs,SCM,impact-analysistools,ticketing▶ Integratedtools
■ Testautomationandtest-drivendevelopment▶ Testingtoolsandpre-requisiteimprovements
■ Knowledgecapture,transfer,sharing▶ On-boardingprocess▶ Documentationtools▶ Content,docmanagement,andcollaborationtools▶ Businessprocessknowledgeretention
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Sample:ALMProcessModernization
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ModernizingtheDevelopmentLifecycle-Benefits
■ Increasesproductivity■ Easieraccesstonextgeneration■Mitigatesrisksrelatedtoagingstaff■ Canbedonepre-modernization
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TheModernizationLandscape
■Whatdoesmodernizationmeantoyou?■ Howothershavefaired?■Modernizationchallenges
18FrescheSolutions|BCD- looksoftware- Quadrant
SoftwareProjectStatistics
66%Softwareprojectsfailtobedeliveredontimeorwithinbudget
Source:Mckinsey &Co.,Oct,2012- Deliveringlarge-scaleITprojectsontime,onbudget,andonvalue
19FrescheSolutions|BCD- looksoftware- Quadrant
SoftwareProjectStatistics
24%Softwareprojectsfailcompletely
Source:GartnerFeb,2012– HowtoIncreaseYourITProjectSuccessRate
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SoftwareProjectStatistics
17%Oflargesoftwareprojectsactuallygosobadlythattheythreatentheveryexistenceofthecompany
Source:Mckinsey &Co.,Oct,2012- Deliveringlarge-scaleITprojectsontime,onbudget,andonvalue
21FrescheSolutions|BCD- looksoftware- Quadrant
ModernizationvsRewriteorPackage
ReplacewithPackage
Modernization
Rewrite
DoNothing
Source:StandishGroup
ModernizationvsRewrite/Package
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TheModernizationLandscape
■Whatdoesmodernizationmeantoyou?■ Howothershavefaired?■Modernizationchallenges
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ModernizationChallenges
§ ExistingITbudgetstraditionallythin
■Whereandhowtostart?
■ Theseare“firsts”formostclients
■ Highrisk/highrewardproject
■ Businessasusualgetsintheway
■ Thinplanning
■Weakexecutivesponsorship
■ Inabilitytosellthebusinessvalue
FrescheSolutions|BCD- looksoftware- Quadrant
GettingStarted
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GettingStarted
■ TalktoITandthebusiness■ Uncoverthreatsandopportunities■ Clarifyyourdrivers■ Establishyourtimeframe■ Assessyourcapabilities■ Defineyourgoals■ Takestockofthepast■ Getagreementtoproceed■ Reprioritizeyourprojects
FrescheSolutions|BCD- looksoftware- Quadrant
WhatYou’llNeedtoGetBuy-in
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WhatYou’llNeedtoGetBuy-in
■ Strongbusinesscasethatincludes:▶ Businessreasonsforthemodernization▶ Aclearlong-termvision▶ Alignmentwithorganization’sgoals▶ Adefendable,predictableplan▶ Arealisticstaffingplan▶ AbudgetthatyourCFOcanapprove▶ Acomprehensiveriskassessment
FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
30FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
31FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
32FrescheSolutions|BCD- looksoftware- Quadrant
ModernizationTechnicalGoals
NewGraphical/WebUserInterface
MobileAccess
ReportingandDataManagement
BigDataOpportunities
InterfacesviaWebServices
Leveragenewtechnologiesandapproaches
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ModernizationBusinessGoals
Agility
Reducetraining/onboarding
Resolvedependenceonagingstaff
Lowercosts=increaseprofitability
Driveinnovationbeyondcompetitors
Enablenewchannelsofaccess
Mergerandacquisitionintegration
Compliance(SOX,HIPPA,etc.)
ITtobecomemorestrategic
34FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
FindingtheRightStrategy
ApplicationModernizationStrategies&Solutions
Maintain
Modernize
Replace
Retire
ApplicationSupportServices
OrganicModernization
Re-hosting
CodeConversion
CodeTransformation
CodeRefactoring
Re-write
PackagedApplication
Decommissioning
Strategy Solution
36FrescheSolutions|BCD- looksoftware- Quadrant
AdoptaPortfolio-basedApproach
ApplicationModule ModernizationStrategy Rationale Timeframe
Accounting PackagedReplacement Non-Unique 2years
Payroll Outsource Non-Unique 12 months
Shipping&Receiving Basic Modernization 12months
Tracking&Logistics UI,Desktopintegration,workflowoptimization,business enhancements
Doesnotmeetcurrentbusinessneeds. Cumbersomeworkflow.
6months
MaterialsManagement BasicModernization 2years
Inventory UI,workflow optimization Needs intuitiveworkflow 6months
Supplier Management TBD Willworkwithbusinesstorefineneeds
12 months
37FrescheSolutions|BCD- looksoftware- Quadrant
HaveYouConsideredTools?
■ Automationtosavetimeandmoney■ BuildyourROIcase■ Qualitybenefits■Maintainability:toolvs.manualapproach
38FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
39FrescheSolutions|BCD- looksoftware- Quadrant
AligningtoBusinessValueCreation
■ IBMi ITbudgetstraditionallythin
■ WhywouldmyCFOspendthemoneyforthis?
▶ Ideally,thisshouldnotbesolelyanITproject
▶ Plumbingisnotsexy
▶ Unlessthebuildingisabouttofall,foundationsarecompromised,itcanbeaverydifficultthingtogetapproval
§ MovefromanIT-centricperspectivetoabusiness-centricone
§ Thebusinesswillneedtosponsorandfundtheproject
Whatbusinessproblemsareyousolving?
WhatistheROI?
40FrescheSolutions|BCD- looksoftware- Quadrant
DiggingForBusinessValue
■ Typesofaddedvalue▶ Enableneworadditionalrevenues▶ Savemoney/increaseprofits▶ Enablenewmarkets▶ Increasemarket-share
■ Keyquestions▶ Whydoesthebusinessreallyneedthis?
▶ CanImeasurethebenefits?
▶ Whoispaying?
41FrescheSolutions|BCD- looksoftware- Quadrant
Sample:ProjectGroupingandValueCreation
NewOrderEntryInterface
MovetoReal-Time
Optional:PrintEngine
Replacement/Optimization
ModernizeDBandBackOfficeApp.
ValueCreation:ReducedoperatingcostsReducedprintingcostsImprovedworkflowImproveddataqualityFasternewuseron-boarding
ValueCreation:ImproveddataqualityImproveddatatimeliness
ValueCreation:BusinessflexibilityClientservicing
ValueCreation:ReducedITcostsReducedoperatingcostsImprovedagilityImprovedresourceavail.
42
Sample:GUIImprovement
Increasedcustomerretention
Increasedproductivity
43
Sample:MobileAccess
3500 hours saved per month across
175 users
$
10 days from start of project to iPad
application delivery
Problems S
olved!
10days
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DoestheBusinessUserUnderstandYou?
BusinessValueDescription:■ Movingtoalow-cost,openplatformto
runourbusinesswillreduceoperatingcostsby20%peryearwithmid-to-long-termcostssavingsonresources.
■ Businessworkflowwillbeoptimizedandweshouldbeabletoseeadecreaseof10%indataentrypositionsand75%reductioninonboardingtimeofnewstaff.
■ Time-to-marketonnewproductsandrevenue-generatingfeatureswillbecutby60%,enablingustoinnovatequickerandmoreeasilyrespondtocompetition.
TechnicalDescription:
■ Transformingoursystemtoxxlow-costplatformandyyfeature-richdatabase.
■ Web-baseduserinterfacewithafocusonanewuserexperience.
■ Restructured,moderncodethatanyonecanmaintain.
■ Integratedsecurity
■ Improveddataintegrityanddataaccessibility.
45FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
46FrescheSolutions|BCD- looksoftware- Quadrant
ModernizationisaUniqueJourney
■ Uniquestartingpoint
■ Uniquedestination
■ Stagedforyourorganization
■ Executedtomatchyourneeds
47FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
48FrescheSolutions|BCD- looksoftware- Quadrant
TakeaPhasedApproachtoModernization
■ Organizationsdon’tliketoinvestintomulti-yearprogramswherethebenefitsonlyappearattheend
■ Createamilestone-basedplan
■ Establishaquick(andvisible)wintoshowearlysuccess
■ Whatdoesthebusinessget“alongtheway”
49FrescheSolutions|BCD- looksoftware- Quadrant
Sample:APhasedModernizationStrategy
DBModernization
(basic–longnames)
UI&WorkflowCustomizations
PublishedDataModel(transparency&accessibility)
RapidWebEnablement
WebServices(exposebusiness
functions)
CodeRefactoring
(maintainabilityandagility)
DBModernization(forintegrityand
security)
ReportingDataMart
DataAccessModularization
(&recordsetprocessing)
Stage1:Non-invasive,quickwins
Stage2:Transformation,strategicinvestmentintoimprovingbusinessagility
50FrescheSolutions|BCD- looksoftware- Quadrant
Sample:ProjectTimeline
Start 12M 24M6M 18M
Stage1:NewOrderEntry
Stage2:Real-TimePush
Stage3:App&DBPort
Stage4:PrintEng.Repl.
51FrescheSolutions|BCD- looksoftware- Quadrant
ElementsofaCompletePlan
■ Considerscompetingprojects■ Thinksofthebusinesspriorities■ Sequencedtoaccountfor
▶ code/datadependencies▶ resourceavailability
■ Yieldsearlyandregularbusinessbenefits■ Accountsforpeaksandblack-outperiods■ Leavesroomforsurprises■ Isbackedbystrongprojectmanagement
52FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
53FrescheSolutions|BCD- looksoftware- Quadrant
StaffingYourProjecttheRightWay
■ Definetheroles andresponsibilities■ Identifyanygapsinskills■ Timelinebasedonavailableresources■ Dotheenddateslineuptoinitialgoals?■ Adjuststaffingasneeded
54FrescheSolutions|BCD- looksoftware- Quadrant
GettingtheRightSkillsandExperience
■ Trainexistingstaff■ Hireneededskills■Mentoryourstaff■ Outsourceforurgentortemporaryneeds■ Toolsexperts
55FrescheSolutions|BCD- looksoftware- Quadrant
HowtoOptimallyDeployYourStaff
■ Outsourceone-offtasks■ Essentialclient-specificrolesfirst■ Staffspreadtoothinfor”businessasusual”andmodernization■ Howadeptatchanging/learning?■ Howclosetoretirement?
56FrescheSolutions|BCD- looksoftware- Quadrant
HowtoPicktheRightPartner
■ Seeitasatruepartnership■ Culture,language,timezonefit■ Beopentowaysyouhavenotyetconsidered■ Dotheyhavepastsuccesses?■ Callthereferences■ Dotheyhavethebandwidthtohandleyourproject?■ DotheyhaveaPMdiscipline,methodology,PMO?■ DotheyhaveafocusonIBMi?
57FrescheSolutions|BCD- looksoftware- Quadrant
HowtoPicktheRightPartner
■ AreyouplayingtheGeneralContractorrole?■ Doyouwantonethroattochoke?■ Theyhavebreadth/depthofcapabilitiesandskills■ Aretheytryingtosellyouonlywhattheyhave?■ Dotheyeversayno?■ Dotheychallengeyou?■ Dotheyhavetheexperiencewiththisscaleofproject?
58FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
59FrescheSolutions|BCD- looksoftware- Quadrant
KnowYourRealisticBudgetLimitations
■ Thechickenortheegg?■ Shortandlongertermbudgets■ Breakuptheproject■ Prioritize,prioritize,prioritize!■ Quantifybusinessvalue-add
60FrescheSolutions|BCD- looksoftware- Quadrant
MeasureandUnderstandYourSystem
61FrescheSolutions|BCD- looksoftware- Quadrant
DefineYourScopeandEffort
■ Dividetheapplicationintoparts■ Inventorycleanuptoreducesize■ Buildvsbuy■ Factorinsavingsfromtools■ Usebestpracticesforeffortestimation■ Considerusingvendorstohelp■ Addcontingencyandreserve
62FrescheSolutions|BCD- looksoftware- Quadrant
BuildingYourModernizationPlan
■ Clearandachievablegoals■ Yourmodernizationstrategy■ Businessvaluecreation■ Aroadmaptoyourdestination■ Adeliveryplanthat’sdefendable■ Staffingyourprojecttherightway■ AbudgetyourCFOcansupport■ Acomprehensiveriskplan
63FrescheSolutions|BCD- looksoftware- Quadrant
RiskReductionTechniques
■ Doyourhomework,research.■ Seekadvicefromthosewhohavegonebeforeyou■ Dotheworkinstageswherepossible■ POCsnotasubstituteforthorough,holisticplanning.■ Doyouhavealternatives?■ Doyouhaveanyfallbackshouldthingsgowrong?
64FrescheSolutions|BCD- looksoftware- Quadrant
RiskReductionTechniques
■ Assesstherisks(technology,business,organizational)■ Risksfeedcontingencyandreservebuckets■ Abalancedportfolioapproach■ Time&materialsvsfixedbidcontracts■ Dosomethingtomoveyouforward■ “DoNothing”increasesrisk
FrescheSolutions|BCD- looksoftware- Quadrant
HowtoGetOrganizationalBuy-in
66FrescheSolutions|BCD- looksoftware- Quadrant
ItIsAboutSelling
■ Businessvalueis“king”■ ImpactsofdelayedModernization■ Identifyallyourstakeholders■ Trytoaddresseachindividual’sneeds■ Findchampionstohelpyou■ Findacommoncausetorallyeveryonearound■ Tieittoyourmissionifyoucan■Maximizethecredibilityfactor■ Executivesponsorship
67FrescheSolutions|BCD- looksoftware- Quadrant
MoreTipsonGettingBuy-in
■ Countingthecosts:OpEx vs.CapEx■ Quantifybusinessbenefitsin$■ Quantify$impactsofdelayedModernization■ Factorbacksavings(ROI)alongtheway■Measurevalueonceyoustart■ Stayoncourse,remainflexible,staypositive!■ Learnalongtheway
68FrescheSolutions|BCD- looksoftware- Quadrant
KeyTakeaways
■Modernizationisauniquejourney■ ThereisvaluebuiltintoyourIBMi applications■ ThereisanoptimalModernizationstrategyforyou