AVANADE® CASE STUDY RR Donnelley and Avanade Integrate IT-Services Request System with Robust Collaboration Capabilities Premier Printing-Services Provider Uses Microsoft Office SharePoint Server 2007 to Enhance Efficiency and Reporting in Project-Request Processes One of the largest providers of print and related services in the world, RR Donnelley is truly a global enterprise, with operations on four continents. The company’s internal IT team used two separate systems to help manage requests for IT services. RR Donnelley wanted to integrate the two systems into a single workflow to provide business and IT users with a single front end, enhance compliance with corporate standards, and align with planned changes to the company’s solution development life cycle (SDLC). RR Donnelley selected Avanade to develop a single request system based on Windows® SharePoint® Services, Microsoft® Office SharePoint Server 2007, and Microsoft® Office InfoPath® 2007. The new system automates the request process, streamlines the SDLC, and enables users to collaborate on project activities. OVERVIEW Industry Printing Services Geography United States/Global Solution Summary RR Donnelley selected Avanade to help integrate a project-request system based on Microsoft® technologies that would enhance request and reporting processes. Technology Windows SharePoint Services Microsoft Office SharePoint Server 2007 Microsoft Office InfoPath 2007 Benefits Enhanced collaboration capabilities provide teams with central location to find the information and tools to move projects forward. Streamlined solution development life cycle transfers control to project teams, ensures better compliance with standards. Simplified access to information improves reporting, enables better insight into project performance. Access to Avanade offshore development resources reduced costs while preserving deployment efficiency and effectiveness. Flexibility to customize projectspecific workflows empowers project teams, accelerates project approval and implementation. 1 CUSTOMER BACKGROUND RR Donnelley Founded almost 145 years ago, RR Donnelley is one of the world's largest providers of print and related services. The company provides solutions in commercial printing, direct mail, financial printing, digital photography, color services, content and database management, business process outsourcing, and other services. The largest companies in the world, including 90 percent of Fortune 500 companies, rely on RR Donnelley's scale, scope, and insight to deliver variable printing services and market-specific solutions. Headquartered in Chicago, Illinois, RR Donnelley maintains manufacturing operations in North America, Latin America, Europe, Asia, and the United Arab Emirates. With more than 60,000 employees worldwide, RR Donnelley had sales in 2007 totaling more than U.S. $11 billion. BUSINESS CHALLENGE “The new system is perfectly aligned with our SDLC parameters, making it easier to govern and account for the entire request, approval, and implementation process. As a result, IT Services is being better served and better operated.” Paula Giovanetti Vice President of IT Global Resource Management, RR Donnelley With operations throughout North America and around the world, RR Donnelley relies on its internal IT team to help manage technology needs. To manage IT service requests from business users, the company used two separate systems. When users needed new computer hardware, software, or application access, they submit requests through the Infrastructure Service Request (ISR) system, which ran on Request Center by newScale®. To initiate a project that requires internal IT resources, for instance designing a new application to process orders or a new page on an internal Web intranet, users submitted requests through the Initiation Project Request (IPR) system, which the company operated using Lotus Notes®. Once business users submitted a request through the legacy IPR system, IT teams would use the system to manage the request for submittal to governance teams for approval. IT project leads then used the system to manage status reports on the requests. RR Donnelley recognized an opportunity to improve efficiency and effectiveness within the IT services department by integrating the ISR and IPR systems into a single workflow. “There were several drivers behind integrating the ISR and IPR into a single system,” says Laura Ranieri-Bell, Project Process Manager at RR Donnelley. “One major driver was giving business users one front end so that they wouldn’t have to go one place to request a service and another place to initiate a project. We want to give them the opportunity to go into a single system and request whatever they need.” The existing system also made status reporting cumbersome, making it harder to manage request projects. RR Donnelley sets project reporting standards as controls relative to its internal methodologies and its internal solution development life cycle (SDLC). Project managers were required to develop milestones for projects and then manually update the milestones every week. While governance teams could access status reports in the existing systems, reports from project managers were not always as accurate or timely as they could be. The company wanted to streamline the process and make it easier for managers to report the status of their projects. “We wanted a simpler view of project status for reviewers, and an easier way for project managers to report where a project is and demonstrate that it is progressing © 2009 Avanade Inc. All Rights Reserved. The Avanade name and logo are registered trademarks in the US and other countries. 2 within our methodologies,” says Ranieri-Bell. Additionally, RR Donnelley wanted to align its IT request systems with changes it was making to its SDLC methodology. To ensure more accuracy in status updates and compliance with corporate standards, the company implemented changes to the SDLC that would transfer more responsibility for the process to the groups actually working on specific projects. To redefine its compliance standards and the methods used to validate those controls, RR Donnelley needed a request and reporting system that would give project teams more authorization and control of the SDLC process. “We wanted to give more ownership of the SDLC to project stakeholders rather than the centralized group of governance,” says Paula Giovanetti, Vice President of IT Global Resource Management at RR Donnelley. Finally, the company wanted to add functionalities to an integrated IPR system that could save time and improve efficiencies by automating and improving flexibility in workflows and providing project-specific collaborative capabilities for IT teams. RR Donnelley wanted to develop centralized document repositories that could expose meeting minutes, project status, and calendars to project teams, reviewers, and business users. THE SOLUTION “We turned to Avanade having relatively limited knowledge and usage experience with SharePoint. The responsiveness of their teams was particularly helpful in getting us through the learning curve.” Laura Ranieri-Bell Project Process Manager, RR Donnelley RR Donnelley selected Avanade to design a solution that would integrate the IPR and ISR systems into a single request system based on Windows® SharePoint® Services, Microsoft® Office SharePoint Server 2007, and Microsoft® Office InfoPath®. Working with teams from Avanade and Microsoft, RR Donnelley built a system that automates the request process, streamlines the SDLC, and enables users to collaborate on project activities. RR Donnelley selected Avanade to integrate its new solution because of Avanade’s close relationship with Microsoft and its deep experience and technical expertise with SharePoint technologies. Throughout its enterprise, RR Donnelley already had significant investments in Microsoft technologies, and within its governance group, the company had previous exposure to SharePoint collaboration tools. “We had some exposure to the technology and we liked it,” says Giovanetti. “We needed to revise our existing system to accommodate changes in the SDLC, and felt that SharePoint would be a good choice for replacing what we had. We also saw this project as a door to other opportunities.” In September 2007, RR Donnelley developed and launched a pilot program with collaborative support from Avanade. To help ensure a smooth transition and easy user adoption, the company held sessions with stakeholders to introduce the changes to the SDLC and the request system before the project started. The threemonth pilot project involved three separate IT groups within the company’s North American operations that each ran IT projects through the new request system. Using a combination of local teams and offshore resources at its Philippines Development Center, Avanade helped RR Donnelley successfully complete the pilot and deploy the new IT request system throughout its North American production environment in January 2008. With the new system, business users submit project requests through Request Center, and the request data is forwarded to an InfoPath estimate form via a Web service to Windows SharePoint Services, to automatically route the estimate through an approval workflow. Upon estimate © 2009 Avanade Inc. All Rights Reserved. The Avanade name and logo are registered trademarks in the US and other countries. 3 approval, a SharePoint project site is created. IT teams use the SharePoint project sites to share information, monitor project status, and collaborate to create, edit, and approve documents. The project-specific team sites contain the templates needed to support the SDLC methodology, and project teams use the sites as centralized workspaces. Authorized users can access the SharePoint project sites and InfoPath document libraries to manage documents and generate audit trails that facilitate compliance with the company’s standardized methodologies. Using the project sites, team members can access calendars, tasks, announcements, and Web parts that they can design, bringing the entire workflow into a single centralized location. Importantly, business users are not confronted with unfamiliar processes in the new system; they simply fill out a request as they always have. However, the new request system has streamlined, simplified, and improved the weekly project-status reporting process. At the launch of a project, project managers use a simple screen to enter several dates of anticipated project milestones. Each week, if those dates do not change, the project lead can simply click a check box to move the status report forward. The reports are fed into a view within Office SharePoint Server 2007 and used by managers when they review requests for change. AVANADE VALUE According to RR Donnelley, the most significant value that Avanade brought to both the pilot and the deployment was its deep expertise with SharePoint technologies and its ability to understand and meet RR Donnelley’s business needs. “We turned to Avanade having relatively limited knowledge and usage experience with SharePoint. The responsiveness of their teams was particularly helpful in getting us through the learning curve,” says Ranieri-Bell. “But just as important was their ability to take what we discussed in meetings and bring it back to us in identifiable business requirements. From the very start, they really did understand where we were trying to go.” “With the new system, we can automatically create a discrete site devoted to each specific project, where team members can all go to find the information and collaboration tools they need to move that project forward. I use it on my projects all the time.” Laura Ranieri-Bell Project Process Manager, RR Donnelley By taking advantage of Avanade’s offshore assets at its Philippines Development Center, RR Donnelley estimates that it realized significant savings in direct costs associated with the pilot and deployment of its new solution. At the same time, the flexibility and expertise in Avanade’s offshore teams kept the project running efficiently and on schedule. “Obviously, there is an economic benefit from working with offshore developers,” says Giovanetti. “But there can be potential difficulties collaborating across significantly different time zones. However, Avanade was very flexible. We could have a meeting during our evening, then they would work on it during our night and we could see results by the time we got back the next morning.” RR Donnelley has continued to work with Avanade to explore opportunities to expand Office SharePoint Server 2007 into other areas of the enterprise. Subsequent projects have included the development and deployment of an IT contract management system. RESULTS By partnering with Avanade to develop an integrated project and service request system, RR Donnelley has enhanced the efficiency and effectiveness of its internal IT services department. Benefits to the enterprise include time-saving workflow consolidation and automation, project-specific collaborative capabilities, a © 2009 Avanade Inc. All Rights Reserved. The Avanade name and logo are registered trademarks in the US and other countries. 4 streamlined SDLC, and standardized processes to improve compliance with corporate guidelines. Enhanced collaboration capabilities move projects forward Using SharePoint technologies to create collaboration sites devoted to specific requests, RR Donnelley provides project teams with a single location where they can find the information and tools they need to complete projects efficiently. The company uses the new system to bring the entire project workflow into a centralized location, where team members can find and share documents, calendars, tasks, and announcements. “With the new system, we can automatically create a discrete site devoted to each specific project, where team members can all go to find the information and collaboration tools they need to move that project forward,” says Ranieri-Bell. “I use it on my projects all the time.” Streamlined SDLC ensures better compliance with corporate standards By streamlining its SDLC while using Web Service integration to leave the legacy request system in place, RR Donnelley has effectively transferred project control and authorization from governance teams to the project teams, improving efficiency and ensuring better compliance with the company’s standardized methodologies. The enhanced solution allows the IT services department to capture and view the critical information it needs to control and audit project processes. “The new system is perfectly aligned with our SDLC parameters, making it easier to govern and account for the entire request, approval, and implementation process,” says Giovanetti. “As a result, IT Services is being better served and better operated.” “Now, teams can use the request system to set up calendars, announcements, and status meetings, and easily display that information to the project’s community.” Laura Ranieri-Bell Project Process Manager, RR Donnelley Simplified access to information improves insight into performance RR Donnelley has enhanced project reporting and enabled better insight into project performance by simplifying access to information for business users, project teams, and project reviewers. “We used to have a difficult time gathering some of the information we needed,” says Ranieri-Bell. “Now, teams can use the request system to set up calendars, announcements, and status meetings, and easily display that information to the project’s community.” Avanade offshore resources reduced costs while preserving efficiency Because it developed and deployed the new request system with help from Avanade’s offshore development resources, RR Donnelley estimates significant savings in development costs without any major scheduling delays. “Using a balance of offshore and onshore development and business resources made the project more economic, and having development being done in the opposite hours of our working day was often a big advantage in scheduling,” says Giovanetti. “The professionalism and flexibility of Avanade’s Philippines team made them very positive to work with and helped the deployment proceed efficiently.” Flexibility to customize workflows empowers teams to accelerate projects With its new request system based on SharePoint technologies, RR Donnelley now has the flexibility to customize project-specific workflows, empowering project teams to accelerate project approval and implementation. Tasks like adding or changing a view for a compliance review can be accomplished in minutes, avoiding development effort and project delays. “By being able to change workflows on the fly, we can be a little more pliable, retain control of the process, and get things done quicker,” says Giovanetti. © 2009 Avanade Inc. All Rights Reserved. The Avanade name and logo are registered trademarks in the US and other countries. 5 About Avanade Avanade is a global IT consultancy dedicated to using the Microsoft environment to help enterprises achieve profitable growth. Through proven solutions that extend Microsoft technologies, Avanade helps enterprises increase revenue, reduce costs and reinvest in innovation to gain competitive advantage. Avanade consultants deliver value according to each customer's requirements, timeline and budget by combining insight, innovation and the talent of our global workforce. Avanade, which is majority owned by Accenture, was founded in 2000 by Accenture and Microsoft Corp. Avanade has more than 9,000 professionals serving customers in 22 countries worldwide. Additional information can be found at www.avanade.com. © 2009 Avanade Inc. All Rights Reserved. The Avanade name and logo are registered trademarks in the US and other countries. 6