Open House 2: March 26

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IT Strategic Plan

Open House 2: March 26
th

Dave Wallace, CIO,

Andrea Chappell

and 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 agenda

1.
Summary of activities

2.
The updated Strategy Map

3.
Emerging IT directions

4.
Some emerging priority initiatives

5.
How IT “happens” at Waterloo

6.
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,
r
eview … 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 5
th

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 Waterloo

IT 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 users


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


U1
-

Empower users and
optimize their experience


E
merging 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.:


F
inancial
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
,
m
uch
of
our
report/inquiry will
be redesigned and
rebuilt


I
mproved
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


I
ntegrate 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)


S
hared

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 portal

By
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?


E
merging 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


R
emote access to software


Mobile app framework


Jobmine

replacement


Cell service and
Wifi

upgrades


Portal


Improved service
h
elpdesks


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)


M
aintains core infrastructure, enterprise
systems, processes to manage, secure, use it


Faculty and department IT


M
aintain 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)


C
oncentrated expertise ( “Centers of Excellence”)


L
ead 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 Learning

IST

Faculty IT

E.g.,Teaching

and learning tech
federated model, between IST
and fully online group

Content Creation

Application Support

User Support

IST

Centre for

Extended

Learning

Federations SLAs and OLAs


Service Level Agreements: provider to client


D
escribe IT services being provided,


Document service targets, and


Responsibilities of IT service
p
rovider 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 Learning

IST

Faculty IT

SLA/OLAs define

services and

responsibilities

between groups

and users

E.g. of Federated model between
central IT (IST) and Faculty IT

Research

Administration

Teaching and Learning

IST

Faculty IT

Some SLA/OLAs

may

look different

from others!

Federations need
governance. One view?

Key

Advisory/Recommendation Bodies

Chairs of Advisory

Recommendation bodies

sit on Strategy and Policy body

Strategy and
Policy Body

CIO and Provost

Activity: Feedback

Consider 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
: 1
st

IT Strategic Plan!

Thanks to the Team!

T
he 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