IBM管理咨询蓝色方法论

IBMConfidential,1,MethodologyOverviewPhilipMorrisCompanies,May2002,IBMConfidential,2,ManywellprovenmethodsformthebasisofIBMGlobalServicesMethod,Client-Server,ObjectTechnology,PackageImplementation,“MethodBLUE”,MobileandWirelessConsulting,IBMGlobalServicesMethod,CAD,e-business,AMS,IBMConfidential,3,MethodBLUE.,MethodBLUEisIBMsbusinessdrivenapproachtoselectingandimplementinganenterprisepackagedsolution.,IBMConfidential,4,Agenda,ImplementationSuccessFactorsTheValueofIBMsSolutionApproachLicensingtheMethodMethodDemo,IBMConfidential,5,Anintegratedpackagewillimpactthepeople,businessprocesses,andtechnologyofacompany,Whileanintegratedpackagewillhaveadirectimpactonthetechnological,aspectsofthecompany,thepackagealonedoesnotaddressthepeopleor,processissuesassociatedwithachangeofthismagnitude.Inthesetwoareasit,istheredesigneffortwhichmustaddressthemajorityofissues,IBMConfidential,6,ImplementationSuccess-KeyFocusAreas,Ourexperiencetellsusthatachievingharmonyofpeople,processesandtechnologyrequiresafocusinsixkeyareas:,People,Processes,Technology,IBMConfidential,7,BusinessFocus,Whatquantifiablebusinessgainsareexpected?WhatistheReturnonInvestment(ROI)?HowcanImeasuremyROI?HowcanIbenefitfromthebusinessbestpracticesinherentintheapplication?WhichbusinessprocessesshouldIallowthepackagetoredesign?WhichprocessesshouldNOTberedesigned?,IBMConfidential,8,OrganizationFocus,Whatwillbetheimpactofthisnewapplicationonmypeople?Onproductivity?Howcanchangebemanaged?Whatwillbetheimpactontheorganizationalstructureofmybusiness?DoIneedtoredesigntheorganization?Whattrainingisrequired?When?Whatisthecost?Whoarethechampionsofchange?,IBMConfidential,9,ApplicationFocus,Willthefunctionofthisapplicationsupportalltherequirementsofmybusiness?HowdoIresolveanygaps?Howshouldtheapplicationbeconfiguredtobestsupportmybusiness?Whatreportswillberequired?HowdoIintegratethisapplicationintomycurrentsystemenvironment?Whatdataneedstobemappedandconverted?Whatisthebestdataconversionplan?Cutoverplan?,IBMConfidential,10,ITArchitectureFocus,WhatimpactwilltherebeonmycurrentITinfrastructure?.onmyITproductionprocesses?.onmyITarchitecture?WhatnewtechnologiesmustIhavetosupportthenewapplication?Howmuchwillitcost?DoIhavetherighttechnicalskills?,IBMConfidential,11,EngagementFocus,Whatisthebestapproachforimplementation?ShallIdoapilot,thenrollouttoothersites?ShallIimplementonlycertainmodulesfirstthenremainingmodulesoftheapplicationlater?HowshallIorganizemyprojectteam?WhatskillsdoIneedonmyteam?Howmuchtimewillittake?HowshouldIorganizetheworktobedone?HowcanImanagetheprojectchanges?Issues?Decisions?Sign-offs?,IBMConfidential,12,Production/OperationsFocus,HowwillIhandleapplicationversionupgrades?CanIadequatelysupportandmaintaintheapplicationenvironment?EstablishhelpdeskskillsandorganizationfornewlyintroducedsystemDeterminenewtechskills,IBMConfidential,13,Agenda,ImplementationSuccessFactorsTheValueofIBMsSolutionApproachLicensingtheMethodMethodDemo,IBMConfidential,14,TheValueofIBMsSolutionApproach,MethodBLUE:,Addressesthesixkeyfocusareasforacompletelife-cycleimplementationWork-productbasedforflexibilityandeaseofuseProvidesaroadmapfortheworkthatmustbedoneProvidessamples,examples,guidanceofworktobecompleted,IBMConfidential,15,TheValueofOurSolutionApproach,MethodBLUE,alongwiththeskillsofyourpeopleandourpeople,addressesthequestionsthatmustbeansweredinthesixkeyfocusareas.,MethodBLUEFocusAreas,TheValueofOurSolutionApproach,MethodBLUEprovidesaroadmapoftheworkthatmustbedone.,MethodBLUEPhasesRel4,ItisveryimportantfortheclientandtheIBMteamtofullyunderstandthecurrentbusinessstrategy,themajorareasofconcernwiththecurrentbusiness,thecriticalprocesses,readinessforthechangeandcurrentIT-infrastructureandapplicationportfolio.IntheBusinessAssessPhasewelookatalloftheseandbuildaCaseforChangethatvalidatestheneedforthebusinesstransformationproject.Wealsolookattheareasofbusinesstransformationthattheclientwishestoaddress.Wethenuseourbusinessexpertisetoadviseandguidetheclientintheselectionofthebestbusinesspracticesinordertomaximizetheirinvestmentinthistransformationinitiative.Particularattentionisgiventotheidentificationandquantificationofbusinessbenefitsthatwillbeachievedbytheimplementationoftheselectedpackage.,TheValueofOurSolutionApproach,BusinessAssessPhase,Run,Prepare,BusinessAssess,PackageAssess,Plan,Design,Implement,Manage/Run,ThemainpurposeofthePackageAssessPhaseis:toselectorvalidatethepackagesolutionthatbestsuitsthebusinessrequirementsdefinedintheBusinessAssessPhase.tobuilduponthebusinesscasewithcostsandbenefits.,TheValueofOurSolutionApproach,PackageAssessPhase,Design,Deploy,Configure,Run,Prepare,Design,BusinessAssess,PackageAssess,Plan,Design,Implement,Manage/Run,ThemainpurposeofthePlanPhaseis:todefinethestrategiesforimplementation,testing,training,etc.,inordertostarttheimplementationproject.,TheValueofOurSolutionApproach,PlanPhase,Run,Prepare,BusinessAssess,PackageAssess,Plan,Design,Implement,Manage/Run,DuringtheDesignPhase,thefinalsolution,basedontheselectedorvalidatedpackage,isdesigned.Specialattentionisgiventodesigningallinterfaces,packageextensions,anddataconversionroutines.Oursolutionapproach,withitsfocusonthereuseofassets,canbeparticularlyeffectiveinthisandfollowingphases.,DesignPhase,TheValueofOurSolutionApproach,Design,Run,Prepare,BusinessAssess,PackageAssess,Plan,Design,Implement,Manage/Run,ItisintheImplementPhasewherethepackageisconfiguredtomeettherequirementsofthebusiness.Requiredsysteminterfacesarebuilt,enduserstrained,ITinfrastructureputinplaceandplansforfinaldeploymentofthesystemaredevelopedduringthisphase.Thisphasealsoensurescut-overtothenewsystem.Finaldataconversioniscompletedinthisphasealongwithotheractivitiesnecessarytobringthenewsystemtolifewithinthebusiness.Supportproceduresareestablishedatthistimetoensuretheongoingsuccessofthebusinesstransformation.,ImplementPhase,TheValueofOurSolutionApproach,Design,Run,Prepare,BusinessAssess,PackageAssess,Plan,Design,Implement,Manage/Run,RunPhase,TheValueofOurSolutionApproach,ThepurposeoftheRunPhaseistooperateandsupportthenewsystemintheproductionenvironment.Aswithotherbusinessoperations,theRunPhaseisanongoingactivityforthedurationoftheoperationallifeofthesystem.,Design,Run,Prepare,BusinessAssess,PackageAssess,Plan,Design,Implement,Manage/Run,IBMConfidential,23,SummaryofMethodBLUEPhases,PhasePrimaryPurposeBusinessAssesscriticalprocesses,readinessforchange,currentITinfrastructureandapplicationportfolioAssessSpecifyhigh-levelrequirementsandfuturecapabilitiesIdentifygapsbetweenthecurrentandfuturestateDefinefutureprocessesbasedonindustrybestpracticesPackageSelectorvalidatethepackagesolutionthatbestsuitsthebusinessrequirementsAssessPrepareabusinesscasewithcostsandbenefitsPlanReadytheengagementteamforasuccessfulimplementation-highlevelimplementationstrategyDevelopprojectguidelines,strategies,andstandardsDesignAssistclientindesigningtheprocessesandorganizationandinmatchingprocessestopackagefunctionalityFocusedpackagetrainingforclientssotheycanassistinthedocumentationoffuturesystemprocessesImplementDevelop,integrate,andtestthefinalconfigurationDevelopend-usertrainingspecificationsPlantheproduction,cut-overandpost-livesupportPreparethepackage,ITinfrastructure,andorganizationforgoingliveEducateandtrainusers,setupandoperateHelpDeskandprovideend-usersupportRunApplicationmanagement,maintenance,upgrades,extensionsTroubleshootandresolve,HelpDesk,IBMConfidential,24,WorkProductBased-akeydifferentiator,ProjectArtifacts,WorkProductDescriptions(WPD),WhatdoIneedtoproduceontheproject?,WhattasksdoIneedtoperform?,HowshouldIgoaboutperformingthosetasks?,WorkProductsarethefoundationof,MethodBLUE.theyaretangible,artifactsproducedastheresultof,theproject.,WorkProductsprovideflexibility,andeaseintailoringMethodBLUE,toeachclientsituation,WorkProductDescriptionsprovide,thestandardsandexamplesofwhat,toproduce.,WorkProductDescriptionsmakeit,easyforprojectteammembersto,understandwhattheyaretodoand,tipsonhowtodoit.,IBMConfidential,25,Eachworkproducthasa3-10pageWorkProductDescription(WPD),WorkProductDescriptionelementsDescriptionPurposeImpactofNOThavingtheworkproductReasonfornotneedingtheworkproductNotationExampleDevelopmentapproachValidationandverificationAdviceandguidanceReferencesEstimationconsiderationsEachWPDhasanalphanumericabbreviationandisorganizedbythesixmajorareasoffocusForexample:APP051,BUS011,ARC005,ORG007,OPS001,WHATTODO,HOWTODO,IBMConfidential,26,WorkProductDescriptionsAreGroupedIntoTwoViews.DomainsandPhases,Engagementdomain,Businessdomain,Organizationdomain,Applicationdomain,IT-Architecturedomain,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,Operationsdomain,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,01-01,WorkProduct,01-02,01-03,WorkProduct,WorkProduct,Design,Configure,Run,Design,IBMConfidential,27,TechniquePapersandProcessGuidanceProvideAdditionalMethodSupport,WorkBreakdownStructure(WBS),ProcessGuidance,Task,Activity,Phase,Model,Family,WorkProductDescriptions(WPD),ProjectArtifacts,TechniquePapers,IBMConfidential,28,ProjectDeliverablesresultfromtheexecutionoftheWBSandtheworkproducts,Phases,Activities,Tasks,IBMConfidential,29,Agenda,ImplementationSuccessFactorsTheValueofIBMsSolutionApproachLicensingtheMethodMethodDemo,IBMConfidential,30,ThePackagedSolutionIntegrationBaseEngagementModelAssetIsNot:AnIBMprogramproductAformalIBMserviceofferingHowthePackageSelectionandImplementationAssetisSold:As-IsLicensessoldvialicenseagreementsonlyaspartofbroaderservicesproject,whereIBMhasaprimarydeliveryresponsibility.Consultingandimplementationsupportservicescanbeaddedbythecustomerviaservicescontracts:ToassistwithimplementationanddeploymentofaWorkProductbasedmethod.Educationtohelpthecustomerrealizebenefitssooner,HowtheMethodisdelivered:DeliveredviaCD-ROM,alongwithexistingnon-IBMConfidentialsupportingmaterialWin95orWindows2000andrequiresNetscape4.5(orabove)orInternet5.0(orabove),IBMConfidential,31,IBMcanhelpyougetthepackagedapplicationselectionandi