Business Solutions Delivery Having the Guts to Act on Your Lessons Learned Nashville PMI Symposium April 29, 2013 Stephanie Dedmon, PMP Director, Business Solutions Delivery Department of Finance & Administration State of Tennessee April 29, 2013 1 Business Solutions Delivery Session Agenda • Introduction • Learning Objectives • Background – The Impetus for Change • Developing Strategic Lessons Learned • Ways to Drive Positive Change • Methods for Garnering Sponsorship • Key Lessons Learned • More About Business Solutions Delivery April 29, 2013 2 Business Solutions Delivery Introduction • Stephanie Dedmon, PMP • Director, Business Solutions Delivery – State of Tennessee • Building on Lessons Learned and What We Can Take Away from Our Experience at the State of Tennessee April 29, 2013 3 Business Solutions Delivery Learning Objectives • Understand the process for developing strategic lessons learned from past projects • Understand ways to drive positive change based on painful lessons learned • Understand methods for garnering sponsorship and support for the vision April 29, 2013 4 Business Solutions Delivery Background - The Impetus for Change • Customer Focused Government initiative started by Governor Haslam’s administration • IT Workgroup comprised of Agency Commissioners and IT leaders focused on identifying and addressing technology challenges facing State agencies • IT Workgroup identified several major issues and set about developing meaningful and actionable solutions April 29, 2013 5 Business Solutions Delivery The Symptoms • The State of Tennessee has experienced several of the following over the last ten years: Projects that have completely failed (i.e., never implemented, vendor lawsuits, etc.) Projects that have significantly exceeded budget Projects that have been delivered YEARS late Projects that have been delivered without full functionality and/or without business results These less than desirable project outcomes have resulted in hard dollar costs to the State. April 29, 2013 6 Business Solutions Delivery Problem Statements Inconsistent approach to agency IT classifications, organizational structure, processes and results April 29, 2013 IT procurement process Lack of project management methodology and experience 7 Business Solutions Delivery The process for developing strategic lessons learned • Involve those who have both positive and painful lessons learned • Include stakeholders from multiple levels of the organization • Include stakeholders from all business units (business and technical) • Be willing to take a hard, but objective look at failures • Focus on the whys, not the who • Identify what should be done differently • Categorize the lessons learned into meaningful areas April 29, 2013 8 Business Solutions Delivery The process for developing strategic lessons learned • During Governor Haslam’s first year, this was done in the form of several Customer Focused Government workgroups • The IT workgroup was chaired by the State’s CIO, Mark Bengel but made up of both “old and new” stakeholders • The workgroup included several Agency Commissioners who were facing less than desirable project outcomes • Over a period of six months, the workgroup identified the biggest challenges and developed recommended solutions, including implementation plans, costs and benefits April 29, 2013 9 Business Solutions Delivery Ways to drive positive change based on painful lessons learned • Show the hard truth in dollars • Document meaningful key success factors that must be present going forward and map to what happens if they are not (in other words, show how and why projects must be managed differently) • Put your money where your mouth is…fund it • Hire experienced resources who can deliver April 29, 2013 10 Business Solutions Delivery Ways to drive positive change based on painful lessons learned • Created a new division within F&A called Business Solutions Delivery to provide centralized resources for the initiation, execution and management of large, complex business solutions to help achieve business objectives • Provide deeply skilled and experienced resources to help deliver business solutions • Focus on consistent and proven methodologies to enable the State to achieve improved success rates in delivering business solutions on time and within budget and at a high level of quality April 29, 2013 11 Business Solutions Delivery Methods for garnering sponsorship and support for the vision • Go big – get the right, high level sponsors to support the vision and direction • Develop a group of stakeholders who can help carry the message and keep them informed • Provide updates regularly • Measure your success • Continue to develop more lessons learned • Get your customers to share their experiences April 29, 2013 12 Business Solutions Delivery Key Lessons Learned • Agencies have way too many business and technical initiatives; they need help prioritizing projects • The State of TN has a lack of very experienced project managers • Large projects rarely include a focus on the change impact • The State has not traditionally truly owned testing and therefore, the solution delivered may not be fully functioning or meet the business needs • We have not consistently managed project costs • We have not always done business process improvement BEFORE selecting a solution • We have a lack of project management discipline April 29, 2013 13 Business Solutions Delivery BSD Resource Framework • Specific Functional Resource Skills: Business Process Improvement Requirements Analysis and Definition RFP Development, Procurement Methodologies Contract Management Change Management Quality Management Project Metrics/Measurements Methodologies, Best Practices, Tools and Templates Testing Source Code/Change Management Training Communications Program Lifecycle Support April 29, 2013 14 Business Solutions Delivery BSD Service Offerings • • • • • • • • • • Assist in Business Process Improvement Initiatives Help Develop Business Solution Alternatives Develop Business and Technical Requirements Help Facilitate the Procurement Process Identify Agency Project Staffing Needs and Help Source Resources Deliver Program Management for Project Lifecycle Provide Project Measurement, Metrics and Reporting Provide Testing Strategies and Methodologies Provide Training Strategies and Methodologies Provide Quality Assurance Strategies and Methodologies April 29, 2013 15 Business Solutions Delivery Adopting a More Proactive Approach • Business Process Analysis and Reengineering • SMART Business Requirements • Solution Vision • Market Analysis • Business Case • Cost – Internal Staffing, Infrastructure, Software, Vendors… • Funding • Procurements • Disciplined Project Management • Methodologies •AprilMeasurements 29, 2013 16 Business Solutions Delivery Key Success Criteria • Have the project business drivers and success factors been identified? • Does this project, and its business drivers, support the agency’s (and State’s) overall strategic objectives? • Does the project have adequate sponsorship, business participation in the project and ownership of the solution? • Does the project have adequate funding for all phases of the project? • Will the agency dedicate and commit the appropriate number and experienced project team resources to participate full time on the project? • Has a change control board been identified and are they ready and to actively evaluate and manage change control? Aprilcapable 29, 2013 17 Business Solutions Delivery BSD Focus…Our Differentiators • Requiring Up Front Business Process Analysis • Adhering to Our Disciplined Project Management Methodology • Building Relationships and Partnerships • Focus on Organizational Change Management • Focus on Consistent Testing Strategies • Delivering Deep Project Management Experience • Using Consistent Project Metrics to Evaluate Project Status • Creating a Culture to Encourage Sharing and Lessons Learned April 29, 2013 18 Business Solutions Delivery Criteria for BSD Project Support • Initial Project Estimate of $10 million and greater AND/OR high risk score • BSD Governance Committee reviews all requests, key factors and success criteria to determine which projects BSD can support April 29, 2013 19 Business Solutions Delivery In Conclusion… • The State of TN is very serious about improving our IT project outcomes • Business Solutions Delivery is a first step to provide experienced resources and core methodologies • BSD was developed as a result of acting on our lessons learned • Proof is in the pudding….projects on schedule, on budget meeting key objectives • Discipline….sticking to the methodology and willingness and support to make the tough (and unpopular) decisions • Continuous improvement will be a focus April 29, 2013 20 Business Solutions Delivery Questions or Feedback? Contact Info: Stephanie Dedmon (615) 253-2725 stephanie.dedmon@tn.gov April 29, 2013 21