is&t relationship management program it partners presentation april 19, 2005

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IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Page 1: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

IS&T Relationship Management Program

IT Partners Presentation

April 19, 2005

Page 2: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Agenda

The Relationship Manager Vision and Role Program Benefits Next Steps

Objective:

Provide an overview of the program

Discuss the pilot clients

Determine how the program can help you

Objective:

Provide an overview of the program

Discuss the pilot clients

Determine how the program can help you

Page 3: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Why Relationship Management

“Effective management of customer relationships is the cornerstone of successful business.”

“Customers' relationship expectations are increasing, and those expectations will not go away. If an enterprise does not take care of the customer, the customer will go somewhere else.”

Gartner Research Publication SPA-18-6243, Robert P. Desisto, “Why Customer Relationship Management Will Not Go Away”

Gartner Research Publication SPA-18-6243, Robert P. Desisto, “Why Customer Relationship Management Will Not Go Away”

Page 4: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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The RM Vision and Role

Page 5: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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The Vision

Relationship Managers will strive to establish a mutually

beneficial partnership between IS&T and its clients

in order to maximize the effective use of IT

Page 6: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Integration of the RM program

• Planning and Strategy• Products and Services• Escalation Path• Feedback to IS&T

Page 7: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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The Role Ambassador for technology services

Facilitate access to IS&T directors, managers, and staff

Inform clients of IS&T services and other options

Comprehensive management of the IS&T/client relationship Facilitate interactions for IS&T services Keep IS&T staff informed Aware of all IS&T client service interactions Aware of high priority client IT issues

Align IT projects with client’s strategic vision Coordinate all IS&T activities for client

Provide overall financial picture Ensure client understands service costs

and who has to pay

Not replacing the existing project relationships But we need to understand the existing

landscape

Not making IS&T decisions or committing resources But we help to inform decisions and identify

potential services

Not focused on day to day business operations/transactional activities Not an escalation point for minor issues

But we are notified in a timely manner and involved in presenting issues and mitigations to the client

Not a personal helpdesk But we will be an escalation point

Not just meeting facilitators But we will facilitate initial kick-off meetings

and complex issue resolutions

Page 8: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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How will we do it

Partner with our clients to learn their business

Partner with IS&T directors, managers, and staff to learn our processes and services

Collaborate with clients and IS&T to identify, define, and resolve IT activities

Communicate, Facilitate, and Follow-Up

Page 9: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Pilots

Dean for Student Life Project prioritization and overall strategy Knowledge of existing IS&T services IT of the future - Role of IT in planned construction

Brain and Cognitive Sciences Project Role of IT in new construction

Page 10: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Benefits

Page 11: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Benefits to our clients

Early engagement with IS&T on projects Ensures clients are aware of the Institute’s technology strategy

and vision Ensures clients can leverage available IS&T services

Close business consulting relationship with IS&T Allows clients to develop and achieve an IT plan in a timely,

proactive way

Clients know the appropriate channels to obtain IT service and support Assists them in achieving their business goals

Page 12: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Next Steps

Page 13: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Roadmap

10/04 11/04 12/04 1/05 - 5/05 6/05…

Build the Team

Program DefinitionIS&T Relationship Management

Program Kick-off

Identify target client organizations

Define the internal team structure and processes

Meet with IS&T Managers

Pilots

Program Rollout

Coordinate with IS&T Communication Team

Meet with IT Partners

Page 14: IS&T Relationship Management Program IT Partners Presentation April 19, 2005

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Questions…

Relationship Manager Team Contact Info [email protected]